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Finance systems and cake

Wednesday 22nd May 2024 at 14:00 GMT

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

£0.00    45

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  • The Event
  • The Venue

Following on from the success of our previous finance software sessions, this year’s event will offer an update on the latest developments for the sector, the state of the market, and will also examine some of the most common challenges that organisations experience when selecting and implementing a new finance system and associated software. Delegates will be invited to share experiences of software and suppliers as well as discussing examples of good practice for selecting and implementing the right solution for your organisation.

The programme

14.00 - Arrival and welcome

Adapta Consulting

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

14:10 -   Update on the finance systems landscape

Adapta Consulting

An update on the latest developments affecting non-profit organisations who are considering changing their finance and associated systems; a summary of the systems available to the sector, and what to look out for when making a selection.

14:30 -  Case studies

Short stories from speakers

Amy Rodwell, Chief Finance and Operations Officer, ODI

ODI recently implemented their new finance system. Amy will share their experiences and valuable learning gained throughout the project, including the challenges they encountered, how these were resolved, and tips they picked up along the way.

TEA/COFFEE - Opportunity to share learning and network with peers 

Joshua Williams, Finance Manager - Projects and Assurance, Royal Society

Josh will share his experiences around how the Royal Society successfully worked through their finance systems project – talking about the challenges they faced and tips they picked up along the way.

Josh Weinberg, Former Head of Financial Systems and Change at Citizens Advice

During his time at Citizens Advice Josh oversaw their finance system selection and implementation project. He will share his experiences of the project, giving practical advice on what worked well and what he would do differently.

16:00 Discussion and feedback


A round table discussion and feedback.

16.30- Review and close

17.00 Adapta Consulting

 Who should attend this event?

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

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What our clients say

, Rebecca Pritchard
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Rebecca Pritchard
Former Director of Operations, Crisis

"Adapta have been honest and realistic with us throughout. They are clear where they can add value and where we can do things on our own – so it feels like a partnership..."

, James Kliffen
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James Kliffen
Head of Fundraising, MSF UK

"You have had a huge influence in our fundraising, and I would enthusiastically recommend you to other charities (and often have)..."

, Phil Durbin
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Phil Durbin
Former Head of Corporate Systems, Salvation Army

"Unlike many consultants, Adapta won’t tell you what you expect to hear. They will be very honest and challenging and, even if some of what they say is uncomfortable to hear, it means you end up getting better advice."

, Dawn Varley
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Dawn Varley
Operations & Strategy Director, Badger Trust

"I knew I could task them with my problem, and leave them to undertake the work in a professional yet friendly way, bringing their expertise and experience to the project…"

, Iain McSeveney
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Iain McSeveney
Finance Director, Medical Aid for Palestinians

"I’m very pleased with the professional way that Adapta managed the project for the selection of MAP’s new accounting software. It was obvious that they have great experience in the charity sector and on the range of suitable accounting software currently on the market..."

, Rachel Rand
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Rachel Rand
Strategic Director - Finance and Corporate Services, NCB

"I would not embark on any IT project without first meeting with Adapta to understand how they feel they could support me. I have found their guidance and practical support invaluable…"

, Rosalba Leonelli
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Rosalba Leonelli
Head of Finance, Client Earth

"Thank you to you and your team for developing and facilitating an excellent workshop. You fully understood our needs which were evident in the workshop structure and content…"


We strive to support a dynamic, impactful sector that leads through innovation and collaborative thinking. We are continually amazed by the incredible work the sector does and the support it gives to make a difference to millions of lives in the UK and across the world. View the organisations we work with here.

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Case Studies

Our case studies provide real examples of the support and advice we give organisations, detailing the issues and challenges each faced and how, together, we were able to help them.