Midlands members' meeting - Fully Booked

Thursday 14 June 2018

RSM Birmingham
St Philips Point
Temple Row
Birmingham B2 5AF

Finance strategy

Join us at this meeting to look at how you can implement a winning financial plan, how to make sure your organisational plans are well aligned with your strategy goals, and to hear an update about taxes. 



Nicki Deeson

Anna Williams, Chief Operating Officer, Birmingham Royal Ballet

Anna Spencer-Gray, Audit Director, RSM

13:00 – 13:40

Lunch and registration

13:40 – 13:45

Chair welcome and introduction - Nicki Deeson


13:45 – 14:30

Financial strategy

Learn how to implement a winning medium-term financial strategy with clear goals and what actions you need to take over a three to five year period to achieve them. Find out how you can build in flexibility in your financial strategies to adapt to fluctuations in income and expenditure.

Anna Williams, Chief Operating Officer, Birmingham Royal Ballet. 



Q&As and Discussion

14:45 – 15:30

Break for refreshments

15:30 – 16:15

Aligning your planning and strategy

Ensuring that your organisational plans are aligned with your strategic goals is essential to the success of your charity. This session will offer practical guidance on to how you can ensure that they are complementary and how you can embed your goals in delivery of your charitable purpose.  

Anna Spencer-Gray, Audit Director, RSM

16:15 – 16:25

Q&As and Discussion

16:25 –16:30

Chair close and meeting ends