Inspiring Financial Leadership - 2019/20


Thursday 3 October 2019

Centre for Charity Effectiveness
Cass Business School
106 Bunhill Row

This event is fully booked.

IFL training is conducted in two locations, and these will be confirmed to delegates ahead of each session:

Cass Business School's Exeuctive Education site, Second Floor, 200 Aldersgate, London EC1A 4HD 

Centre for Charity Effectiveness, Cass Business School, 106 Bunhill Row London EC1Y 8TZ


The Inspiring Financial Leadership series is run in partnership with Cass CCE, CFG and Sayer Vincent. Centred on the role of the charity finance professional, drawing on robust leadership research and grounded in the challenges that finance professionals face, this course is highly interactive using a mix of practical experience, research and best practice.

Attendees gain the skills and expertise to take them to the next stage of their leadership journey.

Registration and breakfast for each session is from 08:00, and the sessions will run from 08:30 - 11.00.

Module 1: Leadership from the finance function - Thursday 3rd October 2019 (EC1A 4HD location)

Module 2: Coaching for empowerment - Tuesday 5th November 2019 (EC1A 4HD location)

Module 3: Vision and culture - Tuesday 10th December 2019 

Module 4: Leading change - Wednesday 22nd January 2020 

Module 5: Communication - Tuesday 25th February 2020 

Module 6: Motivating self and others -  Thursday 19th March 2020 

Module 7: Wellbeing and resilience - Wednesday 22nd April 2020 

Module 8: Leading and influencing high performing teams - Wednesday 20th May 2020 


Extended bursaries available this year
CFG is pleased to once again offer a bursary scheme this year. We have a bursary available for under-represented groups, and in addition, we have a travel bursary place open to those living outside of London. 

CFG early bird and member rates are available to Sayer Vincent audit clients for this course. If you are not a Sayer Vincent client who is not a CFG member, you will need to email stating you are a Sayer Vincent client, to receive discount on this course booking.

The Inspiring Financial Leadership Programme was shortlisted for the Association Leadership Award 2016

Association Leadership Award Logo


Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community


Judith Miller, Partner & IFL Course Director, Sayer Vincent

Judith Miller

Judith became a partner at Sayer Vincent in 2006. Before joining the firm, she trained as a Chartered Accountant with KPMG, working for them in the UK and in Germany. She is a Fellow of the ICAEW and holds a Diploma in Charity Accounting. Sayer Vincent works exclusively with registered charities and other social purpose organisations.


As well as handling a portfolio of charity audit clients (internal and external), Judith leads reviews of governance, organisational and team structures, which includes the efficiency and effectiveness of support functions. Judith's work reflects our emphasis on the "people factors". She aims to bring complex technical matters to life, making them easily accessible. Judith is an experienced trainer and facilitator and designs bespoke development days, as well as speaking at conferences and leading seminars.


Judith has been a trustee for over 15 years. Here appointments included sitting on the board of a  corporate foundation and a charity which provided care to people with learning disabilities. She is currently a trustee and treasurer of a sector infrastructure body.

Module 1

Leadership from the finance function

This session focuses on the principles and behavioural attributes associated with inspiring financial leadership, and goes beyond the traditional functional role of a finance leader. What are the particular challenges in moving the finance function to a key decision maker and business partner in an organisation, and how can you overcome them?

Insight speaker: Simon Hopkins, Blind Veterans UK

Module 2

Coaching for empowerment

What are the skills you need to develop staff in the finance team to act as agents for powerful, collaborative and innovative change, with the ability to question and consider the shifting environment? We will draw distinctions between coaching and mentoring and introduce a simple and powerful model that will equip you to encourage empowerment of individuals in your organisation.

Insight speaker: Nicki Deeson, Amnesty International

Module 3

Vision and culture

Finance leaders can play a vital role in contributing to the organisation’s vision and culture by creating a sustainable financial framework to deliver the charity’s vision and purpose. We will talk about how the finance function can influence the direction of travel and of how finance uses its tools and techniques to successfully implement strategy as well as contributing to building the organisational culture inculcating one of learning rather than of blame. We’ll explore how you can evolve as an organisational leader and engage your colleagues beyond finance.

Insight speaker: Pete Knight, Varkey Foundation

Module 4

Leading change

The role of Finance Leaders in change is key. This session will focus on the range of possible responses to change and discuss practical tools for building trusting relationships, in order to develop the capacity and capability within the organisation to meet its strategic objectives and purpose.

Insight speaker: Tom Beardmore-Gray, The Cothill Trust

Module 5


Working with colleagues across the organisation is a key part of the finance leader’s role. Presenting technical information to non-experts in a way that can guide their decision making and fully engage them with the process of business development is essential. We will consider a range of communication skills and explore how to use them with internal and external stakeholders and create action plans to build more fruitful relationships.

Insight speaker: Joyce Materego, Child Poverty Action Group

Module 6

Motivating self and others

This session explores how to frame our own thinking into a positive mode and to be aware of and able to consider the impact of assumptions on our behaviours. We will consider some of our own personal ‘drivers’ in terms of motivation and ways to offer motivational ‘strokes’ in our interactions with colleagues at work. The session will be a mix of raising personal awareness and practical ways to apply this to developing our relationships with others

Insight speaker: Steve Harris, Barts' Charity

Module 7

Wellbeing and resillience

Balancing the competing demands and pressures of your responsibilities, stakeholder relationships and team is a real challenge for finance leaders. Being well is crucial for more than one reason – for you as an individual; in order to be an authentic advocate for wellbeing in the workplace; and, so you can empower your team in a healthy way, with positive energy and ethos. This session will explore the steps you can take to manage your own health, as well as how you can support your teams.

Insight speaker: Paula Laird, WaterAid

Module 8

Leading and influencing high performing teams

The final module will share best practice in leading a high performing team, look at the stages of team development and help participants assess where they are at currently. We will explore the importance of being a constructive team member of an organisational Leadership team and consider the relationship with Trustees drawing on real case study material. We will also explore how to manage and influence upwards.

Insight speaker: Caron Bradshaw, Charity Finance Group

In partnership with