25 September 2019

• 9.00AM - 9.20AM
  Event opens
  Coffee and informal networking
• 9.20AM - 9.30AM
  Chair's welcome
  Stephen Cotterill, editor, Fundraising Magazine
• 9.30AM - 10.00AM
  Charity Commission - new guidance explained

  In March this year, the Charity Commission published new guidance on the legal issues around corporate partnerships and dealing with third-party agencies and suppliers. Deputy of guidance and practice at the Charity Commission will offer insight into the thinking behind the new guidance, the investigations that have informed these guidelines and the key takeaways for fundraisers.
  
  Nick Mott, deputy of guidance and practice, Charity Commission

• 10.00AM - 10.30AM
  Legal responsibilities for fundraisers

  In light of recent investigations by the Charity Commission and the Fundraising Regulator, to what extent should fundraising directors and trustees be aware of the legal issues involved in third-party contracts with fundraising agencies? What should these contracts involve, what level of granular detail should trustees know about? Natalie Barbosa, Senior Associate for Anthony Collins Solicitors will pull on her years of experience working with charities to help answer these questions.

  Natalie Barbosa, Senior Associate for Anthony Collins Solicitors LLP

• 10.30AM - 11.00AM
  Networking and refreshment break
  A chance to network and share ideas with your fellow attendees
• 11.00AM - 11.30AM
  Panel discussion: the pitfalls and benefits of corporate partner stewardship

  Panel discussion and Q&A on legal issues around fundraising - Natalie and three partnership fundraisers from a range of charities will look at examples across the sector and respond to questions from the delegates. Each panellist brings their own unique experience to the table and can offer some advice on the pitfalls and benefits of corporate partner stewardship.

  Panelists

  Natalie Barbosa, Senior Associate for Anthony Collins Solicitors LLP
  Richard Amos, head of corporate partnerships at Mind
  Andy King, partnerships manager at Rays of Sunshine
  Katherine Woods, Corporate partnerships manager, Action for Children

• Andy King

  Corporate Partnerships Manager , Rays of Sunshine

  Andy is the Corporate Partnerships Manager of Rays of Sunshine and chair of trustees of Raising Futures Kenya, having just come from East African Playgrounds as their corporate and events team lead. The Best Fundraising Newcomer at last year's National Fundraising Awards and one of 2018’s 25 ‘under 35’, he started work as an events fundraiser and quickly learned to follow participants on their journey to regular givers, corporate champions and more.

• Katherine Woods

  Corporate partnerships manager , Action for Children

  Previously, she was Senior Partnership Development Manager at Great Ormond Street Hospital Children’s Charity Katherine has been at GOSH Charity for less than three years but has already twice been shortlisted for the charity’s Fundraiser of the Year award, and won the Extraordinary Everyday award in 2016/17. In the most recent financial year, she generated corporate income of nearly £900,000 from eight new partners, including the Morrisons Foundation, exceeding her target by nearly 50 per cent. Woods embraces new ideas and was instrumental in supporting new partner Smyths Toys Superstores to raise over £135,000. Her stewardship of this relationship has been so effective that a new campaign will soon be unveiled for Christmas 2018.

• Richard Amos

  Head of New Corporate Partnerships , Mind

  At Mind Richard is building new corporate partnerships which achieve mutual strategic goals - supporting Mind to achieve its mission of ensuring no one has to face a mental health problem alone. Prior to that he led development of many new strategic corporate partnerships for Diabetes UK with leading pharmaceuticals such as Novo Nordisk and Janssen-Cilag as well as Bupa and other brands. At Alzheimer's Society he led the new business team to help secure corporate partnerships worth over £1.5 million with:Santander, Nestlé, Thales, Bingo Association, Bunzl Plc, Dulux Decorator Centres and TheRoyal Mail Group

• Natalie Barbosa

  Senior Associate, Charities , Anthony Collins Solicitors

  Natalie provides advice to charities and health and social care organisations, with a particular focus on fundraising regulation code and wider advice, commercial/contractual partnerships and charity law and governance.  She was previously in-house legal counsel for Barnardo’s providing advice and support on the whole range of legal matters.

"Very inspiring speakers."
Leoni Padilla, Sue Ryder

"Excellent choice of speakers, great mix of attendees. Very timely subject matter."
Gemma Leary, Friends of the Elderly

"Inspiring! A really great mix of experience from the sector."
James Togut, RNIB

"Really inspiring speakers, lots of enthusiasm and energy early in the morning."
Emily Pond, Breast Cancer Now  

"Really enjoyed the learning, a very interesting and diverse group of attendees."
Russell Winch, Zoological Society of London

"Fantastic, engaging and accessible speakers."
Emma Watts, Citizenship Foundation

"Really interesting thoughts on social media, especially in thinking outside of the box in terms of channels."
Liz Burns, Vitalise

"Excellent debate, pitch, tone, timing and engagement. Brilliant topic as well."
Stuart Davie, Paintings in Hospitals

"Great speakers and a very worthwhile conversation."
Mark Wilson, Leukaemia & Lymphoma Research

"Really insightful and enjoyable session, thanks to the content of both presenters."
Sayara Muthuveloe, Urology Foundation

"Great speakers."
Dhivya O’Connor, The Prince’s Teaching Institute

"Great speakers, candid and honest."
Thomas Walshaw, Paintings in Hospitals 

"Both great speakers with lots of experience and lots of examples." 
Sonya Trivedy, Terrence Higgins Trust

"Really thought-provoking seminar with tangible ideas that I can take back to my charity."
Adam Overlander-Kaye, Movement for Reform Judaism

"An inspiring session, going back full of ideas and energised."
Catherine Bosworth, Stonewall 

Early bird by 16 August
£40*

Standard fee (after 16 August)  
£60*  

*All prices exc VAT  This event is designed to provide space for charities to debate with other charities. As a result, there are no corporate spaces available and we will withdraw places booked by non-charity delegates. We will issue a refund minus an administration fee of 15%

41 Portland Place
Marylebone
London
W1B 1QH

More venue information

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organisers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such Civil Society Media Ltd reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible. Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Refunds on cancellations will only be issued (less a 15% administration charge) up to and including 14 days prior to the event. Refunds will not be issued after this date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210). - See more at: https://www.civilsociety.co.uk/events/charity-finance-summit-2019.html#sthash.l9F2bvf8.dpuf