The importance of financial skills on the board

10 October 2018 Events

Few areas are more vital to the work of charity boards than scrutinising financial information, and setting financial plans for the future.

But this doesn’t just mean reading and responding to lines of figures presented by the finance director. It means looking at the long term, and getting beyond the technical requirements of risk registers and quarterly budgets.

This half-day event is designed to inspire financial leaders in charities, particularly treasurers and other members of finance-focused committees, to find new ways to look at their charity’s financial data, to set out effective strategies for the future, and to spark new conversations around the board table.

This event is for charities only. This event has limited capacity, register your interest using the link on the right-hand side and a member of our team will confirm your place within 1 week. 


10 October 2018

  • 9.00AM - 9.30AM
    Chair's welcome
    Chair's welcome
  • 9.30AM - 10.15AM
    Session 1 – Taking a new approach to risk

    Used correctly, a risk register can be a powerful, liberating tool for your charity, rather than a compliance exercise. This session will examine the approaches a board can take to obtain a clear understanding of what risk really means for you and your organisation.

    Caroline Mason, chief executive, Esmee Fairbairn Foundation

  • 10.15AM - 11.00AM
    Session 2 – Planning for the long-term

    Having a long-term approach to investments brings rewards, but do you know how to deal with the short-term pressures that can get in the way? 

    A recent report ‘Time and Money’ draws on the experience of over 250 charity investors, explores the barriers to long term thinking and shares practical tips to help avoid unnecessary short-termism.

    Kate Rogers, head of policy, Cazenove Capital, and James Brooke Turner, investment director, Nuffield Foundation

  • 11.00AM - 11.15AM
    Coffee and networking break

    Coffee and networking break

  • 11.15AM - 12.00PM
    Session 3 – Beyond annual budgets

    Rather than concentrating on columns of figures, is there a way the board can throw away the budget, and develop more flexible and original structures to think about their financial goals?

    Hilary Seaward, charity accounting consultant and winner of the Adrian Randall Prize for charity finance


  • James Brooke Turner

    Finance director

    James Brooke Turner is finance director of the Nuffield Foundation, having joined in 2001. He is also the treasurer of the Association of Charitable Foundations.

    He has been involved in organising seminars exploring some of the distinctive features of investing charitable funds, and has also worked as a freelance charity consultant.



  • Hilary Seaward

    Freelance finance and business development consultant

    Hilary Seaward is a freelance finance and business development consultant who was awarded the first Adrian Randall Prize in 2013.

  • Kate Rogers

    Head of policy

    Kate Rogers is chair of the Charity Investors' Group and head of policy at Cazenove Charities. She is also fund manager of the Charity Multi-Asset Fund, a common investment fund targeting RPI plus 4 per cent over the long term.

    Rogers joined Schroders Charities, which since merged with Cazenove Charities, in 2005 after four years with Kleinwort Benson Private Bank's charity team. She sits on the Cripplegate Foundation Finance Committee and is a trustee of the Seahorse Trust (Pewterers' Charitable Trust). She graduated from the University of Durham with a BSc (Hons) in natural sciences.

  • Caroline Mason CBE

    Chief executive , Esmee Fairbairn Foundation

    Before joining Esmée, Caroline was Chief Operating Officer at Big Society Capital and preceding that, Charity Bank. Caroline was also the co-founder of Investing for Good, a social investment advisory firm and one of the first Community Interest Companies.

    Before joining the social sector, Caroline had an eighteen-year track record of creative and innovative product development in the financial services sector. With Reuters, she managed the global development of real-time news and television services and then pioneered the introduction of web technology products. She also had her own consulting company, working with several financial institutions to develop new business and products including an electronic brokering service and a global wealth management business for a private bank.

    Caroline is a trustee of SafeLives, Impetus-PEF, is on the advisory board of Big Society Capital and is a board member of the Environment Agency. 

About Charity Finance Week

This event is part of Charity Finance Week. 

In October 2018 we will be celebrating excellence in charity finance practice through a dedicated week of events, content and thought leadership initiatives. Starting with a reception at the Houses of Parliament and culminating at the Charity Finance Summit, we will be working with charities, academic institutions and key professional service providers to debate and tackle the biggest issues head on.

Charity Finance Week is an opportunity to focus on the challenges charities face, showcase their successes and consider their impact. It will draw on the exemplars of best practice and innovation across the sector, whether they be in terms of financial governance, executive leadership or strong operating models. Charity Finance magazine will lead the coverage and content as we seek to engage with the sector and stakeholders and bring the key issues front and centre. 


Liverpool St- Norton Folgate
Bishopsgate Court
4-12 Norton Folgate
E1 6DQ


For sponsorship and exhibition queries contact Yvette Micallef

For registration queries contact Carys Pugh

For media partnerships and marketing queries contact Kirsty Brown

Terms & Conditions

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). 

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