Digitalising finance and cake

Digitalising Finance to empower the whole organisation.

By applying modern finance methods to fundraising activities, organisations are saving themselves time while also becoming more agile and improving engagement. In turn, this is helping them to improve the loyalty and retention of their supporters. This session asks the question, “How can you digitalise finance functions and processes throughout your organisation?” In answering this question, we look at the cadence of modern finance processes, what that means for marketing and fundraising teams, how they can be better supported through effective use of data, and generally better empowered to do what they do best. We’ll hear from leading organisations about where they’ve been successful, where they’ve struggled and how they overcame some of the challenges they faced in making the change.

What will attendees gain from attending this session?

• How digitalising finance can empower others within your organisation.
• How real-time automation can aid the charity’s agility and improve “customer” experience and engagement.
• How the modern Finance department can feed into digital marketing strategies to unlock growth.
• Hear about case studies from other charities who have overcome challenges with their finance processes.
• Have the opportunity to discuss your own charity’s challenges with peers within the sector, across a round table.
• And as always… enjoy all the cake you can eat (fruit and other options are provided also)!

The programme

14.00 - Arrival and welcome

Adapta Consulting

Welcome to the event, introductions and overview of the agenda for the afternoon.

14.10 - Digitalising Finance to empower your whole organisation

Adapta Consulting

A summary of the current landscape and an update on developments.

14.30 - Case studies

Short stories from speakers

Short practical case studies from speakers who have worked through the limitations and challenges with their traditional ways of working with the finance department– sharing tips they picked up along the way, including what worked well, and what they would do differently.

Case study 1 - Jonathan Orchard, Partner, Sayer Vincent

In this practical session, Jonathan will give an update on how financial information is being used within NFP organisations and how it is being gathered and presented digitally.

TEA/COFFEE – Opportunity to share learning with peers

Case study 2 - Geoff Wilson, Finance Director, The Fostering Network

Geoff will give an overview of the Network’s digital strategy and share some of the compromises they had to make - starting with finance. He will share his experiences of moving finance from their old legacy system to NetSuite -giving tips picked up along the way.

15.45 - Discussion and feedback

All

A round table discussion and feedback.

16.30-17.00 - Review and close.

Adapta Consulting

Who should attend this event?

Only open to charities, membership organisations and other NFPs, the session will draw on case studies from the sector and the subsequent discussion will cross the traditional departmental boundaries; so senior managers have been invited from finance, HR, fundraising, marketing and communications disciplines as well as those with information systems responsibilities.

To make a booking

Attendance is free and only open to charities, memberships, trusts and other non-profit organisations. Complete the online booking form, here.

Royal College of Nursing, 20 Cavendish Square, London, W1G 0RN