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 - 9.30AMChair's welcomeChair's welcome
9.30AM - 10.15AMSession 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 - 11.00AMSession 2 – Planning for the long-term
Many charities, particularly those which own their own assets, know they will need to exist for a very long time. A group of charity directors have worked with Cazenove to develop a road map on how to tackle this long-term approach. This session outlines the group’s findings.
Kate Rogers, head of policy, Cazenove Capital, and James Brooke Turner, investment director, Nuffield Foundation
11.00AM - 11.15AMCoffee and networking break
Coffee and networking break
11.15AM - 12.00PMSession 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 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 is a freelance finance and business development consultant who was awarded the first Adrian Randall Prize in 2013.
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.
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.
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.
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).