London Members' Meeting

Thursday 12 March 2020

55 Baker Street

How can your organisation reach a continual and sustainable growth? Every charity strives to deliver the best services and products to their stakeholders and in order to continue with their purpose, charities need to effectively plan for their future to ensure sustainable and sustained growth.  

Join the March Members' meeting to learn what key steps you can take to ensure your charity achieves sustainable growth and is prepared for future challenges.

This meeting is free and for CFG members only.

CFG events, training and members’ meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email

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.


Michael Illingworth, Independent Financial Project Leadership, Account 2 Grow

Dawn McNish, Chair, Charity Finance Group

Nick Eggett, Senior Manager, BDO

Carolyn Sims, Director of Lending, Charity Bank

15.00 - 15.30

Registration and refreshments

15.30 - 15.35

Chair’s welcome

Dawn McNish, Chair, CFG

15.35 - 15.40

Welcome from the Host

15.40 - 16.15

Operational effectiveness and efficiency

There is increasing scrutiny applied to the actions of all organisations and value is increasingly aligned to brand value.  Charities are no exception.  To maintain reputation it is important to create a positive culture, operate sustainably and ethically and ensure the end user is benefiting fully from the operations.  A key element in achieving this is to ensure expenditure is committed having balanced these factors.  Through consideration of the lifecycle of delivering and consuming services and goods you will:

· Understand the challenges in gathering information effectively and turning it into intelligence

· How supply chain management principles can be used to deliver better informed decisions

· Be able to Identify drivers for positive change

Through use of case studies we will give you principles you will be able to use in your own organisations.

Nick Eggett, Senior Manager, BDO

16.15 - 16.50

Sound decision making processes

Sound decision making is a matter of good judgment and the ability to identify the right timing and depth. This session will discuss the potential protocols and standard operating procedures that an organisation can put in place to solve problems and make sound decisions. These procedures will enable you to anticipate the unexpected and to be prepared for all possibilities.

Michael Illingworth, Independent Financial Project Leadership, Account 2 Grow

16.50 - 17.25

Diversifying income and building financial resilience

Charities need to understand their sources of income and identify any potential vulnerabilities associated with each income stream. To assure financial resilience you not only have to ensure you target the right sources of income, but implement effective contingency planning and make the case for sufficient reserves. This session will discuss how you can enable your charity to take the right steps towards ensuring sustainable income.

Carolyn Sims, Director of Lending, Charity Bank

17.25 - 17.30

Chair’s close

17.30 - 18.30

Drinks reception

Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00

This conference is kindly hosted by