Speakers
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Helena Wilkinson
Helena is a Partner and Head of Charities at Price Bailey, she is a charity specialist having worked with in the sector for over 30 years . She was Vice-Chair of ICAEW Charity Community until December 2019, is a recognised charity expert, writes for national/charity press and regularly presents at events. She has worked on the ‘other side of the fence’ as 7 years as Finance Director in a charity enabling her to give innovative and pragmatic advice as a result. Her roles within the industry have included financial management, corporate governance and strategic planning. She writes the Top 100 analysis of charity reporting for Charity Finance every year In the Autumn which highlights areas of best practice and common trends.
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Suzanne Goldsmith
Suzanne is a qualified chartered accountant and Director at Price Bailey and has worked as an auditor and advisor to the charity and not for profit sector for 20 years. Suzanne trained and qualified in Cambridge, where she is still based today and her experience and knowledge covers a variety of organisations within the sector including charities, academies, higher education, and research organisations in receipt of grant funding. Suzanne’s portfolio of clients has grown to include clients and contacts from around the Eastern region and she often contributes to publications, blog posts and seminars on relevant sector topics.
Suzanne has been an auditor all throughout her professional carreer and admits that she loves the variety being an advisor in the sector gives her, every day bringing something different and being part of a team who advise on technical matters and best practice, financial management, corporate governance, strategic planning to name a few! She has also held a number of Trustee roles and is currently Vice Chair of Trustees and Chair of the Resources Committee of a multi academy trust in Suffolk. In these roles she has gained valuable knowledge and experience of the practical aspects of governanace, leadership and charity management.
Programme
10:00
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10:05
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10:40
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11:00
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BREAK
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11:15
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11:45
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12:15
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BREAK
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12:30
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12:50
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Conclusions and Q&A
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13:00
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End
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