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. 

Programme

10 October 2018

  • 9.00AM - 9.25AM
    Registration and networking
    Registration and networking
  • 9.25AM - 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.

    Sarah Nolan, group head of risk and compliance, Age UK

     

  • 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.

    Giles Neville, head of charities, 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

Speakers

  • James Brooke Turner

    Investment director , Nuffield Foundation and Director, Yoke and Company

    James Brooke-Turner has been responsible for investments at the Nuffield Foundation for 17 years. By carefully exploiting the unique opportunities that exist for accepting risk when investing for the long term and with only moral liabilities he has been able to achieve outstanding returns at a very low cost.

    He has used this knowledge in a variety of ways to improve investment practice in the European charity sector through writing and speaking, and most recently, helping to set up a new type of boutique advisory service for not for profits called Yoke and Company.

    He read History of Art at the Courtauld Institute and has an MA in Medieval Economics.

  • 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.

  • Giles Neville

    Head of charities , Cazenove Capital

    Giles joined in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed global emerging market funds, subsequently becoming Product Manager in 1999. In 2005 he was appointed as Head of Investment Product Development.

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. 

About Cazenove Charities

Cazenove Charities is the largest charity investment manager in the UK and is delighted to support Charity Finance Week.  As a trusted partner of over 900 charities, we have a track record of generating strong risk adjusted returns supported by the resource at Schroders.  A dedicated team of charity specialists work with each of our clients to meet their financial and social objectives. 

We are confident that we have the capabilities and resource to meet your Charity’s investment requirements, whatever your size and purpose.

 

Find out more at https://www.cazenovecapital.com/uk/charities/

Venue

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

Contact

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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