13th November 2008Over the past few years Help the Aged have invested significantly in their Gift Aid processes. Charles will explain the rigorous processing within the organisation, which has led to consistently clean audits over the past few years, and includes using a state-of-the-art database, outsourcing the chasing of gift aid forms to a telemarketing company, and moving all the forms onto an electronic system to make the audit trail easier to follow. Help the Aged’s trading arm has just passed the £1million gift aid mark, and Charles will also discuss how this was achieved, including the careful balance that was struck to protect VAT, corporation tax and business rates relief. This workshop will be relevant to both those charities with a trading arm and those without.
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30th October 2008Peter joined ARC in March last year just as they were completing a 5-year strategic plan. To help the finance function to achieve the plan and to demonstrate quality, Peter developed a bespoke balanced scorecard reporting system which includes the key elements of the plan along with specific measures. He believes that balanced scorecard reporting is a key tool in internal communications, allowing him to really engage the trustees in the activities of the finance function.
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24th June 2008As FD Melvin Coleman has led Amnesty International UK’s Finance Function through significant change over the last 10 years. This has included changes to the structure, processes and skills within the function to deliver greater efficiency and more value to the organisation. Melvin will talk about the challenges of leading change, gathering information to inform the process, and developing skills and technology.
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10th June 2008With over 300 service-delivery contracts across the country, Full Cost Recovery is a major issue for Turning Point. Andy James will be discussing his recent work on training budget holders and service leaders across the organisation to have effective conversations negotiating support for central costs, and explaining his determination to get all contracts to a fully funded status, or to be prepared to walk away.
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5th March 2008Chris Day, Strategic Procurement Manager at RNIB, will provide an overview of where Purchasing previously was as a function within RNIB and where it is now. He will demonstrate the relevant procurement systems and controls that have been used to create more effective contract management. RNIB have also implemented a supplier reducing program and group-wide purchasing agreements. This worshop is now FULLY BOOKED.
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12th February 2008Russell Shea, Finance Director at Charitable Funds for Hammersmith Hospitals, will be sharing his experience of investment strategy at the Funds. He will discuss several different strategies, as well as asset classes and the effect that the charity’s mission has on investment. Finally he will explain the rationale behind his approach to investment diversification.
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