Following on from the success of our previous accounting 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 things that go wrong with a finance system implementation. 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 package for your organisation.
The programme
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14.00
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Arrival and welcome
Adapta Consulting
Welcome to the event, introductions and overview of the agenda for the afternoon.
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14:15
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Update on the accounting systems landscape
An update of the latest developments affecting non-profit organisations who are considering changing their accounting system; a summary of the systems available to the sector, and what to look out for when making a selection.
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15:00
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Case studies - Short stories from speakers Lorraine Taylor, Head of Operations and Holly Robinson, Head of Finance, Design Council
Having recently embarked on their own accounting system change project Lorraine and Holly will share their selection experiences, including what led them to change their system, what worked well throughout the process, things they might do differently - and other tips they picked up along the way. David Lyon, Associate Consultant, Adapta Consulting
Drawing on his extensive experience of finance system projects, particularly during his role as a charity Finance Director, David will share his top tips to successfully manage the implementation of an accounting system.
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15:45
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Discussion and feedback
All
A round table discussion and feedback.
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16.30 - 17.00
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Review and close
Adapta Consulting
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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.
Attendance at each event earns 3 CPD points.
The King's Fund,
11 Cavendish Square,
London,
W1G 0AN
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
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
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
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
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
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
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…"