Charity Finance Banking Survey 2024

The questionnaire is now open for responses. Share your views by 28th February to receive a free copy of the published survey report and one lucky person will also win a £100 John Lewis voucher.

https://www.surveymonkey.com/r/WGV6D58

 

Measuring the Impact of your Organisation - Sept 2023

12–13 September 2023

Do you truly know the value of the good work that your charity does? Could you be doing more to demonstrate the impact that your work has to funders, donors and the public at large?

This training course will give attendees the knowledge and tools to be able to begin building an impact measurement framework for their organisation. Theoretical, practical and discussion sessions will ensure that trainees come away with a knowledge of how to apply the concepts of social impact measurement and an understanding of how measuring impact can benefit their organisation. Day 1 will focus on impact measurement methodology with Day 2 providing real examples and an opportunity for personal reflection.

Speakers

  • Dan Fletcher

    Director

    Dan Fletcher has a broad background in the charity sector but started out as a food scientist for Nestlé UK. He then moved into the charity world in 1996 in a communications and fundraising role for an International Christian development charity.
    He held leadership roles in charity fundraising and marketing for various health and social welfare charities, including two hospices during the 2000s after which he set up his own management consultancy with clients including NCVO and The King’s Fund. Since 2014, at Moore Kingston Smith, Dan has worked across all nonprofit sectors, advising clients on charity strategy, governance, capital campaigns, delivering fundraising programmes, and reviewing fundraising processes.
    Over the years, he has used his broad experience in voluntary roles with the Chartered Institute of Fundraising, including chair and treasurer of different committees. He currently sits on the Chartered Institute’s Finance and Resources Board subcommittee and is a member of the Linking Lives UK Advisory Group. Until recently he was treasurer of Hertfordshire Natural History Society and co-chair of
    Sustainable St Albans. Dan holds a Diploma in Fundraising from the Chartered Institute.

  • Marcus Lees-Millais

    Manager (Finance)

    Marcus is an ICAEW chartered accountant having qualified with PwC in the Channel Islands. Marcus works for the Nonprofit Advisory team providing a range of services from finance function reviews and cost recovery work to financial modelling and finance training. He has worked closely with multiple support line charities in the past, having started his charity journey running and volunteering for Durham University Nightline while still studying for his degree.
    He spent two years with Cass CCE (now Bayes), before moving to Moore Kingston Smith, undertaking business model and cost recovery reviews as well as other financial consultancy services on numerous different clients. Some of his recent clients include Age UK, the African Academy of Science, Girl Effect, Animal Free Research UK and Dementia UK.
    Marcus holds a BA (Hons) in Archaeology from Durham University and in his spare time is a co-opted governor of a primary school in Brentford.

  • Karl Leathem

    Director (Impact)

    Karl is an experienced Advanced Social Value Practitioner, and has produced a number of impact studies across the breadth of the charity and social value sectors. He is the Impact Lead for Moore Kingston Smith's work with clients Karl has been involved with Social Return on Investment (SROI) from its inception, contributing to the establishment of SROI methodology in the UK and the launch of The SROI Network operating across some 22 countries and growing. He set up and managed the Assurance Process for Social Value International and has unrivaled experience of impact reporting and verification systems.
    Karl began his career lecturing in social education followed by a directorship for a Northern Irish Local Authority. He then founded the Lodestar Consultancy, working in support of projects in the social economy for over 15 years.

  • Emma Ullmann

    Associate , Moore Kingston Smith

    Emma has more than 20 years’ experience in the nonprofit sector having worked for a number of charities, varying from the very large (Cancer Research UK, Marie Curie Cancer Care) to smaller charities such as Tommy’s, the baby charity, children’s mental charity Place2Be and local regional hospices and youth charities. Her knowledge of fundraising is extensive having run programmes across Community & Events, Major Gifts and Corporate Fundraising.
    Emma has held senior management and executive positions in her various roles, giving her real insight into how high functioning teams operate and how to promote collaboration between departments. She has also been responsible for developing and executing fundraising and operational strategies and achieving consistent growth across multiple disciplines - experience that she now deploys for clients. She is experienced in stakeholder engagement and research.

Programme

Day 1:
9.30 - 9.45  
 Introductions
9.45 - 10.15  
 Why measure your impact?
10.15 - 11.00    
 Principles and Concepts of an impact measurement framework
 •  Key terminology and definitions
 •  The impact measurement process
11.00 - 11:15    
 Break
11:15 - 11.30
 A case study on developing an impact measurement model
11.30 - 11.45
 Understanding outcomes
11.45 - 12.00
 Wrap up of morning and final questions
 
Day 2
09.30 - 09.45  
 Greetings and recap on yesterday
09.45 - 10.15
 Linking impact USPs and fundraising strategies
10.15 - 10.45
 Monetising outcomes and costing inputs
10.45 - 11.00
 Break
11.00 - 11.15
 From measuring impact to managing impact
11.15 - 11.45
 Principle 1. Engaging stakeholders - practical implications
11.45 - 12.00
 Wrap up

 

Prices

Charity Finance charity subscriber - £195
Charity rate - £235
Charity Finance corporate subscriber- £300
Corporate rate- £400
 
(prices exc VAT)
 
For group bookings email [email protected] 

Terms & Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event 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).