This seminar schedule outlines the agenda for a seminar on building a sustainable charity that will take place in May 2018. The schedule includes presentations on creating a vision, turning a vision into a plan, keeping financial plans on track related to VAT, financial reporting, cyber security, effective trustee boards, developing sustainable income sources through relationships and communications. There will also be a question period and lunch. The goal of the seminar is to provide charities with information and strategies to help them develop sustainable organizational plans and operations.
Several major shifts have changed the landscape for associations including economic conditions, demographics, time poverty and technology. Our traditional model that has served the business community for over 100 years may be in jeopardy.
Explore how associations are fighting for relevance and how to create a game plan to ensure you are essential to your members and the community you serve.
Strategies to Improve the Membership Life CycleCathi Hight
• How we recruit members that are most likely to renew?
• How do we improve 1st year retention?
• What are the best ways to increase engagement?
The Membership Life Cycle focuses on implementing best practices for acquisition, ensuring that members are well integrated into our communities, influencing engagement, and a successful renewal process. This is an ongoing cycle that we must manage and continuously improve on.
Explore the best strategies for acquiring, integrating, engaging and renewing members!
Several major shifts have changed the landscape for associations including economic conditions, demographics, time poverty and technology. Our traditional model that has served the business community for over 100 years may be in jeopardy.
Explore how associations are fighting for relevance and how to create a game plan to ensure you are essential to your members and the community you serve.
Strategies to Improve the Membership Life CycleCathi Hight
• How we recruit members that are most likely to renew?
• How do we improve 1st year retention?
• What are the best ways to increase engagement?
The Membership Life Cycle focuses on implementing best practices for acquisition, ensuring that members are well integrated into our communities, influencing engagement, and a successful renewal process. This is an ongoing cycle that we must manage and continuously improve on.
Explore the best strategies for acquiring, integrating, engaging and renewing members!
You depend on your Board of Directors to create a strategic direction, provide resources to achieve mutually-agreed on goals, and to leverage their expertise to complement those of paid staff. So, what does it take to have a Board where every director has a vested interest in ensuring that the organization is successful and sustainable? Explore the 10 Commandments that need to be in place to revitalize and strengthen your Chamber.
The Mystery Behind Leading and Sustaining a Chapter - Summit 2015 Eddie Vidal
The Mystery Behind Leading and Sustaining a Chapter - How do you keep a successful chapter running year over year? The following concepts are covered:
1. The beginning: where to start your local chapter?
2. Take off: Now what?
3. 7 year itch, how to keep the momentum going?
4. Time to move on, how to turn it over
5. A new beginning, for better or for worse?
As the charity sector continues to manage the impact of the pandemic, many charities are facing financial uncertainty. In this context many senior leaders, to ensure their charity’s sustainability, will be considering collaboration and merger. In this webinar, in association with Bates Wells, we aim to answer questions such as: When should a charity in crisis consider merging? What are the alternatives? How can you make the best decision for your organisation? You will also hear about a new online decision-making tool which will help organisations chart the options open to them in a tight financial spot.
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Anna Bloch from Charity Finance Group and shares highlights of how charities have adapted and are continuing to adapt to the climate, covering reductions in statutory funding and new fundraising strategies.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Shri Ulhas Kamat - CEO of I Create India, was a keynote speaker at the STARS Forum 7th Annual National Conference. He spoke on the acclaimed entrepreneurship development process developed by I Create India.
Email: ulhas@icreateindia.org
Website: www.icreateincorporated.org
After six months of implementation, this is a reflection and lessons learned on the power of working and learning in 'circles' or the new management concept of 'holacracy'
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
You depend on your Board of Directors to create a strategic direction, provide resources to achieve mutually-agreed on goals, and to leverage their expertise to complement those of paid staff. So, what does it take to have a Board where every director has a vested interest in ensuring that the organization is successful and sustainable? Explore the 10 Commandments that need to be in place to revitalize and strengthen your Chamber.
The Mystery Behind Leading and Sustaining a Chapter - Summit 2015 Eddie Vidal
The Mystery Behind Leading and Sustaining a Chapter - How do you keep a successful chapter running year over year? The following concepts are covered:
1. The beginning: where to start your local chapter?
2. Take off: Now what?
3. 7 year itch, how to keep the momentum going?
4. Time to move on, how to turn it over
5. A new beginning, for better or for worse?
As the charity sector continues to manage the impact of the pandemic, many charities are facing financial uncertainty. In this context many senior leaders, to ensure their charity’s sustainability, will be considering collaboration and merger. In this webinar, in association with Bates Wells, we aim to answer questions such as: When should a charity in crisis consider merging? What are the alternatives? How can you make the best decision for your organisation? You will also hear about a new online decision-making tool which will help organisations chart the options open to them in a tight financial spot.
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Anna Bloch from Charity Finance Group and shares highlights of how charities have adapted and are continuing to adapt to the climate, covering reductions in statutory funding and new fundraising strategies.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Shri Ulhas Kamat - CEO of I Create India, was a keynote speaker at the STARS Forum 7th Annual National Conference. He spoke on the acclaimed entrepreneurship development process developed by I Create India.
Email: ulhas@icreateindia.org
Website: www.icreateincorporated.org
After six months of implementation, this is a reflection and lessons learned on the power of working and learning in 'circles' or the new management concept of 'holacracy'
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
Designed for EDD executive directors—seasoned, new, or those on course to assume a leadership role—this interactive
session will focus on three key factors for assuring a strong EDD: an active and engaged board, a strong and committed
team of professionals, and a state association that advocates for EDDs at the state level and provides resources to EDDs
directly.
• Steve Etcher, Manager, MarksNelson, Kansas City, MO
Developing Your Case for Support: The Foundation For Your Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
How can you make your Case for Support powerful, provocative and successful? Robin L. Cabral, MA, CFRE, will highlight best practices in preparing and using your case for support.
The use of performance data with innovative marketing and fundraising techniques has driven success in the NFP sector.
See how a variety of organisations have mastered the collection, management and use of program performance data to successfully communicate their community impact.
Explore what changes your business may need to make to better attract, retain and advise the Gen X&Y market with Steve Crawford, CEO of Experience Wealth – a business that deals exclusively with Gen X&Y clients.
Strat budgeting for brgy final by Liezel P. Dolotallas; designed by Marvin F....Liezel Dolotallas
This is a combination of budgeting and strategic planning presented at University of Mindanao..this is a combination of modified works and additional inputs made...Hope this can help you..
Playing the Numbers: Learning the New Rules of Museum FinanceWest Muse
As museums adjust to ever-changing economic realities it is essential to have a few tricks up your sleeve in regard to understanding and analyzing budgets and finances. How can you recognize the warning signs that your organization may be headed for trouble? What do directors, development professionals, and managers need to know about finance in order to steer clear of danger and maintain a healthy operation? This interactive session addresses these questions with specific tools of the trade.
Moderator: Marjorie Schwarzer, Administrative Director, Museum Studies, University of San Francisco
Presenters:
Dr. Robyn Raschke, Associate Professor of Accounting, University of Nevada, Las Vegas
Deborah Frieden, Principal, Deborah Frieden & Associates, Oakland, California
Budget Crunch Sustainability: Effective CSR in economically challenging timesWayne Dunn
Keynote presentation to West Africa Mining and Power Conference: Accra, Ghana, June 1, 2016
To keep updated on postings and events go to www.csrtraininginstitute.com and sign up for the newsletter. If interested the CSR Knowledge Centre http://bit.ly/CSRknowledge contains a series of short, pragmatic articles on CSR Strategy, Management and related areas.
A panel discussion considering what the future hold for charities and their governance, and how trustees can support their charities to survive and thrive.
Exeter - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Plymouth - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Bristol - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
For innovative businesses it is vital to take advantage of support that can enable a business to grow. This includes tax reliefs aimed at the different stages in a business’s life cycle and the various avenues that are available for raising finance to take the business to the next level of its development. In this session we will look at the early stage of R&D claims and funding opportunities, through to share schemes, EIS and international expansion and the correlation with raising finance, both equity and debt, culminating in the final stage of the business being sold, what this can look like and how to be prepared.
Bodmin - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Taunton - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Bournemouth - Essential 6-monthly Finance Directors' Update - November 2019PKF Francis Clark
This round of seminars will, as always, provide you with key updates and issues affecting FDs and business owners as shown in the programme below. We will also endeavour to include any relevant Brexit updates and will take questions from the audience.
Whilst uncertainty is unhelpful to many in the sector, the delay to Brexit has seen a continuing boom in the commercial property market in the South West, with 1.7m square feet of space coming on stream over the last 12 months – concentrated in the industrial and logistic sectors. What is clear is that those in the property sector, whether developer, landlord, investor or landowner need to concentrate on exploiting opportunities and managing costs wherever possible.
Property is still a key asset, giving strong income returns and means of capital preservation for the investor and wider family. Our highly knowledgeable and experienced advisers will offer practical, constructive insights and advice
With over 300 debt finance options currently available to businesses, we thought it timely to have a look at that market.
Presenters include:
. Michael Cass (Capitalise)
. Rachel Taylor (SWIG Finance)
. Andrew James (PKF Francis Clark)
In addition to an overview of the debt market, presentations will include tips on how to access the finance that matches your business’ requirements.
This month’s Breakfast Briefing is based on the hottest topic in company ownership – Employee Ownership Trusts.
South West firm, Paradigm Norton is the latest business to make headlines by becoming employee owned. It follows hot on the heels of Richer Sounds joining the most well-known employee owned company, John Lewis. High street staple Lush has also started the journey.
PKF Francis Clark will be joined by Christian Wilson from Stephens Scown to look at the Employee Ownership Trust model from a legal and tax perspective. We will also hear some of the factors that are stimulating increasing interest in the model, including the results of research showing that the greater staff engagement and lower staff turnover associated with this model helps to employee owned companies to achieve:
- Sales increase of 4.6% per year
- EBITDA increase of 25.5% per year
- Productivity increase of 4.5% per year
We will also consider some of the practical issues to be considered in deciding whether this is an option to pursue and in implementation. There will be a brief mention of some other related (i.e., employee engagement) issues.
The seminar is timed to coincide with the expected publication dates of the new Academies Financial Handbook and the new Academies Accounts Direction. We will cover the main changes in a clear and understandable way.
These technical presentations will be complemented by other relevant and topical matters, including, governance and risk management, VAT and Integrated Financial Curriculum Planning - which is currently a very popular financial health check review of the ESFA.
Our intention is for the seminars to be relaxed and informal, offering you opportunities to ask questions and to meet your counterparts from other Trusts.
Topics include:
• Update on the Academies Accounts Direction
• Update on the Academies Financial Handbook
• What does a good board look like?
• Integrated Curriculum Financial Planning
• Are you managing risk?
• VAT Update
The seminar is timed to coincide with the expected publication dates of the new Academies Financial Handbook and the new Academies Accounts Direction. We will cover the main changes in a clear and understandable way.
These technical presentations will be complemented by other relevant and topical matters, including, governance and risk management, VAT and Integrated Financial Curriculum Planning - which is currently a very popular financial health check review of the ESFA.
Our intention is for the seminars to be relaxed and informal, offering you opportunities to ask questions and to meet your counterparts from other Trusts.
Topics include:
• Update on the Academies Accounts Direction
• Update on the Academies Financial Handbook
• What does a good board look like?
• Integrated Curriculum Financial Planning
• Are you managing risk?
• VAT Update
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Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
2. .
“The Commission’s job is not to represent charities to the
public but to represent the public interest to you.”
3. 10:00 Chairman’s introduction
10:10 Creating a vision Sarah Pryce, The Critical Friend
10:30 Turning a vision into a plan Richard Wadman, PKF Francis Clark
10:45 Keeping the plan on track: VAT Liam Dushynsky, PKF Francis Clark
11:05 Keeping the plan on track: financial reporting Darren Perry, PKF Francis Clark
11:25 Keeping the plan on track: Cyber Security Richard Wilding, PKF Francis Clark
11:35 Break
11:55 Effective trustee boards as part of a sustainable
charity
James Evans, Tozers Solicitors
12:15 Real relationships that provide sustainable
income
Paul Courtney, Institute of
Fundraising South West
12:35 Communications that count: Why are you here? Mark Picken, MPAD
12:50 Questions
13:00 Lunch
.
Seminar schedule
21. Does your vision do these things?
• Inspire you
• Inspire the team
• Make you proud
• Give you goosebumps
22.
23.
24.
25.
26. A traditional view of resilience
•Stamina
•Grit and determination
•Tenacity
•Being the last person standing
•Working hardest or longest
•Being unbreakable and invincible
•Never giving up
27.
28.
29. So what is resilience?
The capacity to
recover quickly from
difficulties;
toughness
Oxford Dictionary
The ability of a
substance or object
to spring back into
shape; elasticity
Oxford Dictionary
30. A more relevant take on resilience
•Flexible
•Adaptable
•Grounded
•Learns from mistakes
•Motivated
•Knows when to stop or to change course
38. Building resilient people is a
win:win
•Less perceived stress
•Lower rate of absenteeism
•More likely to stay longer
•Higher levels of job satisfaction
•Have better physical and mental health
52. A quick recap
•Create a vision that inspires you and the people
around you
•Make resilience a priority
•Set clear priorities, create enough capacity,
trust and empower people
•Be the kind of leader who people want to
follow
54. Turning a vision into a plan
Richard Wadman, Corporate Finance Director
55. Turning a vision into a plan
• What is a Strategic plan?
• The “Strategic plan”
• Financial projections
• Using your Strategic plan to raise
finance
56. The alternative to having a plan if you want to
attain your vision…
“Unlike an ordinary compass, Jack Sparrow’s
compass proved most valuable, as it pointed
to what the owner wanted most”
57. What is a Strategic plan?
• Documentation of the overall delivery system for the achievement
of the objectives
• A process that makes the “management”:
• See their Charity objectively
• Assess their achievements
• Set, or reset, their strategy based on their view of the future
performance
• Determine the resources available or required to meet the
Charity objectives
Be prepared to commit time and effort to the Strategic plan
58. Strategic Plan: Requirements
• Strategic Objectives (Vision), Strategy and Action Points
• Clear
• Concise
• Understood
• Strategies and Short term action points to cover:
• Revenue + Costs (Discretionary and non discretionary)
• Fundraising and PR
• Finance
• Personnel
• IT/ Training - possibly outsourced
• Regulatory/ Assets
• Stakeholder aspirations – outcome to beneficiaries and service
users
• Words and Numbers (and these need to be internally consistent)
59. Strategic Plan: Format, options and tips
• One page! – internal use only, or basis for fuller plan
• Format: Depends on audience and purpose
• More conventional
• Accuracy, Brevity and Clarity (ABC rule) and Keep It Simple
(KIS)
• Avoid jargon
• Pictures (including graphs, charts and tables) and words
• Use Appendices
• Presentation is key avoid being “too glossy” but also avoid
“boring”
• Content checklist
60. Financial Projections – What?
• Income and Expenditure account, Balance
Sheet and Cash Flow (integrated)
• Monthly for say first 2 years, annual thereafter
• Assumptions document*
• Narrative
• Clear and concise
• Attach workings for staff costs etc
• Prepare workings in a presentable format
(* = useful for getting “buy in” from users)
61. Financial Projections – how?
• Built up from base data e.g., staff list, rental costs
• Depends on your activities e.g.
• Steady delivery pattern – monthly/ quarterly
• Vs unpredictable e.g disaster relief services
• Charity shops – weekly/ monthly
• Specific project reports – depending on milestones
• Format consistent with annual and/ or management accounts
• Figures consistent with Strategic Plan
• Set out your Key Performance Indicators (“KPIs”)
62. www.website.com
Projections: Reporting and monitoring
• Budgets and forecasts
• Management tools not aspirational
statements
• Sensitivity analysis on key assumptions
• Don’t forget capital expenditure
• In-year reporting – KPIs (financial)
• How are we doing against
budget/forecast?
• Action required – reforecast, discretionary
costs?
• Cash flow v income and expenditure
(beware grants)
• How quickly do you need to be able to
respond/ react?
• What data do you collect/ does your
system produce?
63. Funder ready
1. Identify the right funder
2. Demonstrate
awareness of services
users, opportunities and
threats
4. Housekeeping
and mitigating issues
3. Credible and evidenced
64. Using your Strategic plan to raise finance
• Appropriate
• Tailored
• Competitive
65. Preparation for a fundraise: General
• Environment & current
operations
• Communicates “Strategic
case”
• Future strategy
• Professional
• Tailored
• Especially important for
start-ups
• Realistic
Supported
• Add up
Underpin Strategic case
• “Integrated” (Balance
sheet & Cash flow)
Monthly cash headroom
Sensitivities
• Central / Local Govt
Contracts e.g domiciliary
care
• Tax – VAT, PAYE/NI, CT
(if trading subsidiary)
• Statutory + management
accounts & other records
Strategic plan Projections “Housekeeping”
66. Funding options
DebtGrants
• Eligibility – sector, size
• Impact / project – i.e. usually
not for general expenses
• Only receive once spent
• Ongoing compliance
/reporting
Requirements
• Cash flow
• Security
• Covenants – appropriate?
Requirements
Crowdfunding
69. www.website.com
Agenda
• VAT considerations for charities
• VAT and funding
• VAT exemption pitfalls
• Reliefs on expenditure
• Upcoming issues
• Making Tax Digital for VAT (MTDfV)
• Brexit
• Checklist summary
70. .
VAT and Funding
Do not forget VAT when entering
into new funding agreements
• Supply of services (or goods) or a grant or donation?
• If a grant or donation:
• does it relate to a non-business activity and will there be an
impact on the recovery of VAT on expenditure?
• Alternatively does the grant or donation merely supplement
business activities?
71. 71
No VAT on the income
No recovery of VAT on expenditure relating to
the income
Several categories of VAT exemption apply to
charities
Education
Welfare
Sport
Cultural
Fund-raising
Subscription / Membership
VAT Exemption Pitfalls
72. Charity client “Help the Community Ltd” has been
actively looking for different sources of income. Their
objects are to improve the health and employability
of the local community.
They have managed to secure the following:
• Money from local authority - to help the younger community
• Agreement with local college for employability course
• Funds from Sport England
VAT Exemption Pitfalls - Example
73. .
VAT Exemption Pitfalls – Example
Local Authority Income (£50K)
Specifically to build and run a youth centre
Not a grant
Does not meet the welfare exemption
Income counts towards VAT threshold
74. .
VAT Exemption Pitfalls – Example
Local College Funding (£20K)
To find pupils to enrol on course
Money based on pupils found
Provide equipment for teaching
Help find teachers
Does not meet education exemption
Income counts towards threshold
75. .
VAT Exemption Pitfalls – Example
Sport England Grant (£20K)
To start a tennis club
To find facilities
Target people in the age range 10-40 years
House keeping conditions
If not a grant does not meet sporting exemption
May count towards VAT threshold
77. .
VAT Exemption Pitfalls
Cultural Exemption
Precluded from distributing and
does not distribute profits
Profits applied to continuance
or improvement of facilities
Managed and administered on
a voluntary basis
78. .
VAT Reliefs on Expenditure
Land,
Property
and
Construction
Purchase or construction of new building to be
used for a relevant charitable purpose (RCP)
Construction of annex to be used for RCP
purpose
Purchase or construction of new building to be
used for a relevant residential purpose (RRP)
Certain works to dwellings and/or RRP
buildings taxed at 5%
Option to tax made by landlord or vendor can
be disapplied where use will be RCP
79. .
VAT Reliefs on Expenditure
Other
Reliefs
Advertising
Medicinal products purchased by charities engaged in
medical care or research
‘Relevant goods’ purchased by charity or eligible body
using charitable funds or voluntary contributions
Fuel or power at 5% rate where use ‘otherwise than in
the course or furtherance of a business’
80. .
Making Tax Digital for VAT (MTDfV)
• Effective for accounting periods
beginning on or after 1 April
2019
• Applies to all taxpayers
registered on a compulsory
basis
• VAT returns must be submitted
either using accounting
software or via bridging
software
• Ability to submit more
information
81. Brexit
• Effective 1 January 2021 ????
• Will affect charities that trade with other EU countries
• Purchases of goods will become imports subject to
VAT and customs duty
• Sales will become exports
• EC Sales Lists no longer required for sales of services
• Reverse charge still accountable on purchase of
services
82. .
Checklist Summary
Income
• Is your income a grant or contract?
• Are you confident of the VAT liability of income?
Exemption
• Are you aware of all the conditions necessary to apply an exemption?
MTDfV
• Will your system be able to submit VAT returns under MTDfV rules?
Brexit
• Have you considered the impact of BREXIT and done anything about
it?
84. Where does financial reporting fit in?
Charitable
Objects
Aims and
objectives
Strategic plan
Reporting and
monitoring
Trustees
Management
85. Reporting and monitoring
• Financial information
• Fundamentals
• KPIs
• Management v trustees
• Reserves policies
• Driving factors
• Stress-testing and resilience
86. www.website.com
Reporting and monitoring fundamentals
• Understand your activities
• Deliverables – what and to whom?
• Sources of income?
• Required resources – revenue and
capital?
• Identify your break even position
• Cost base – discretionary and non
discretionary?
• Certainty of income – funding gap?
• Get to grips with cash flows
• Timing and amounts?
• Source and application?
87. www.website.com
Reporting and monitoring fundamentals
• Budgets and forecasts
• Management tools
• Assumptions and sensitivities
• Revenue and capital expenditure
• In-year reporting
• How are we doing against
budget/forecast?
• Action required – reforecast,
discretionary costs?
• Cash flow v income and expenditure
(beware grants)
88. www.website.com
How much and how soon?
• How quickly do you need to be able to
respond/ react?
• What data do you collect/ does your
system produce?
• Depends on your activities e.g.
• Steady delivery pattern – monthly/
quarterly
• Charity shops – weekly/ monthly
• Specific project reports – depending on
milestones
• Key Performance Indicators
89. Why have KPIs?
• Setting and measuring targets
• Best use of resources
• “The canary in the mine”
Management
• Achievements and performance
• Financial and non financial
Reporting
• Engagement with staff and
stakeholders
• Transparency and openness
Communication
90. 90
Same picture, different angles
Trustees
Reporting and
monitoring
Management
Operational
- Manage
- Control
- Report
Governance
- Challenge
- Sustainability
- Assurance
91. What do management need?
• Useful and timely data
• Restricted and unrestricted reserves
Manage
• Allocate responsibility
• Regular routines, reviews
Control
•Operational v strategic
•Transparency v excessive detail
•“Dashboards”
Report
92. Trustees and good financial governance
Strategy
Reporting
Control
environment
93. Trustee challenge is crucial to good governance
“There is no such thing as stupid
question…”
“….only stupid answers!”
The Emperor’s new clothes?
94. Useful questions for trustees to ask
• What are the sensitivities in the budget/ forecast?
• What is our break even point?
• What is our funding gap?Challenge
• How are we doing against budget?
• What are the red flags?
• What due diligence have we done?
• What do we have in reserve?
Sustainability
• Have previous budgets and forecasts been reliable?
• Do explanations from management stack up, are they
consistent?
• Number and size of adjustments between
management and statutory accounts?
Assurance
95. www.website.com
Charity reserves
• Why? To ensure sustainability of the charity
• Maintain delivery of outcomes
• Protect beneficiaries
• Respond to variations in funding
• React to appropriate opportunities
• What? Reserves = funds that can be spent
freely on charitable purposes
• Exclude endowments and restricted
income
• Exclude tangible assets
• Exclude designated reserves
97. www.website.com
Developing your reserves policy
• Must be appropriate to your circumstances
• What are you trying to deliver?
• How are you funded?
• What are the uncertainties over
income?
• What is your cost exposure?
• How much do you need:
• To cover your funding gap?
• To cover for emergencies?
• To support planned development,
improvement, repair?
99. Stress-testing: how resilient are you?
• Current headroom?
• How to increase/improve?
• Risk mitigation opportunities?
What
combination of
risks causes the
biggest problem?
• Check your calculations?
• Designated reserves for
future plans?
• Charitable purposes?
What if you seem
to have plenty of
headroom?
101. What happens in an internet minute?
16m
text
messages
4.1m
videos
viewed
342,000
apps
downloaded
46,200
posts
uploaded
452,000
tweets
990,000
swipes
156,000
emails
40,000
hours
listened
50
‘voice-first’
devices shipped
120
new accounts
created
15,000
GIFs sent via
messenger
1.8m
snaps
created
3.5m
searches
751,522
spent online
900,000
logins
70,017
hours watched
102. Cyber Crime is growing
• Cyber criminals have huge technical
know-how. Far superior to most
legitimate businesses/charities.
• Charities are often oblivious to the threat
that results from their lack of cyber
security.
• A company doesn’t have to have a
transactional website to be vulnerable.
• Many charities possess intellectual
property that has significant financial
value to cyber criminals
103. 103
Current risks and threats
Current examples:
• One in five charities have been attacked in
the last year
• Majority of large charities have experienced
cyber attacks, says report
• Research by the government finds that 73
per cent of charities with incomes of more
than £5m have been victims in the past year
104. 104
Current risks and threats cont
Further examples:
• The report says that, despite the prevalence
of cyber security breaches in the sector, only
21 per cent of all charities have a cyber
security policy in place, and only 8 per cent
have an existing cyber security incident
management process.
• Only 42 per cent of charities had sought any
guidance or advice on cyber security, and 5
per cent of them recalled using government
guidance on the subject.
105. 105
Current risks and threats cont
Further examples:
• The Information Commissioner’s Office has
fined eleven charities that breached the Data
Protection Act by misusing donors’ personal
data.
• Cyber attacks can be nothing short of
catastrophic for an organisation, and for
those about whom it holds sensitive
information, and every charity is a potential
target for attackers with financial motivations
106. Cyber Essentials
• Self-assessment questionnaire for the company to complete
• Covers 5 key areas/71 questions
• We provide upfront assistance (1.5 days needed) to support
how to complete and progress
• It is submitted via a secure portal for us to assess
• Basic vulnerability scan performed
• Assessor feedback provided
• Once successful can use the Cyber Essentials logo for 12m
• Limited insurance provided/can help reduce further cyber
insurance
107. Cyber Essentials PLUS
• We audit and test the 5 key control areas
• Includes detailed vulnerability and limited penetration
testing
• A report is then issued
• Once successful can use the Cyber Essentials PLUS
logo for 12m
• Can help to reduce cyber insurance further
108. 108
General Data Protection
Regulations 2018
• What is GDPR?
• What are the consequences – 2 levels?
Higher of up to 20m Euro’s/4% of global
turnover
Higher of up to10m Euro’s/2% of global
turnover
• What should I do?
109. IASME (Information Assurance for Small and Medium Enterprises)
• IASME – two levels standard and gold
• 180 questions (including those in Cyber Essentials)
• Includes GDPR specific questions
• Akin to ISO27001
• A report is then issued
• Once successful can use the IASME logo for 12m
110. www.website.com
Next steps
• Pick up a brochure
• Complete form
• September cyber event
• Contact your PKF Francis Clark adviser or
e-mail: cyber@pkf-francislark.co.uk
113. Key Principles
1. Clear organisational purpose
2. Strong and effective leadership
3. Integrity
4. Decision making, risk and control
5. Board effectiveness
6. Diversity
7. Openness and accountability
114.
115. Is everyone here for the
right reasons?
- Committed to the cause
- Want to help the charity deliver public
benefit
- Committed to good governance and
continued improvement of the charity
116. Do you understand the
role?
Must understand trustee role and
responsibilities –CC3 & governing document
117.
118. Common problems
-Misunderstanding of role
- Micromanaging
- Third party interests
-Conflicts of interest
- Failure to appreciate a conflict exists
- Self-certifying
-Lack of diversity
- Closed recruitment processes
- Obstacles to accessible participation
119. Common problems
- Problems with information
- Too much, not understandable, KPIs not clearly
identified
- Ineffective delegation
- Insufficient use of sub-committees
- Delegation frameworks not clear
120.
121. Leadership, vision and
values
• Clear and relevant aims and strategy for
achieving them
• Board agrees vision, values and leads by
example
• Ensure values are reflected in all the charity’s
work
122. Culture and behaviour
• Safe to suggest, question and
challenge, difficult issues not avoided
• Appropriate skills and knowledge of the
charity
• Trustees can give enough time to the
role
• Chair helps develop strong working
relationships between trustees
124. Skills and structure
- Consider skills, knowledge and experience
needed on a regular basis to govern, lead
and deliver charity’s purposes
- Also look at board composition- min 5, max
12?
- Consider maximum terms of office 9 year
max?
125. Recruitment and appraisal
- Formal, rigorous, transparent recruitment
- Appointments made on merit, against
objective criteria and considering benefits of
diversity
- Proper induction processes
- Board performance reviews - including the
chair
126.
127. “Good governance is no longer an
optional extra. It’s essential to
charities’ effectiveness and
probably their survival too”
Sarah Atkinson
Director of Policy and Communications
Charity Commission
133. Relationships (the Goose way)
• Working in a team combined effort (70%
further)
• Its harder on your own – there’s
something about the team that draws
them back
• Share the lead
• Help each other – protect those that
struggle
• They encourage…
138. I want to trust you
• What are you doing with my
money?
• What are your plans for the future?
• Can I come with you on the
journey?
• Is it about you, me or us?
• We want to be together….
141. What would you expect
if you gave money to
your charity?
142. Tell me the truth!
• What does it cost to make a
change?
• How can I make a difference?
• Don’t make promises you
cannot keep!
143. For better and for worse
• Celebrate the good stuff
• Be honest with the bad stuff
• Don’t brush it under the carpet
• What did Bob always tell us….
144.
145. For richer, for poorer
• Don’t panic
• Be honest with the costs
• Be ambitious, don’t be stupid!
146. Til death us do part
• I’m in this for the long haul (I’m not a one
night stand)
• What’s the long term plan?
• What happens when I’m gone?
• How can I make a difference when I’m
gone?
148. Deep relationships
• Involvement vs. Engagement
• Going with the flow – being flexible
• Delighting our donors
• What does it look like when we really know
each other?
153. Loyalty
• Let your work do the talking
• Communicate your IMPACT
• Cast your vision
• Take people with you on your journey –
TOGETHER!
154.
155.
156. Paul Courtney
T: 01752 893839
M: 0779 933 0816
E: paul@kairosfundraisingsolutions.com
W: www.kairosfundraisingsolutions.com
Twitter: @paulkairos
157. Mark Picken | @mpad_mark
Summer 2018
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@weareMPAD www.mpad.co.uk
Why are you here?
158. t. 01872 321533 e. info@mpad.co.uk
@weareMPAD www.mpad.co.uk
In the news
159. “Shockwave through the sector”
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@weareMPAD www.mpad.co.uk
160. “Good will factor is diminishing”
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@weareMPAD www.mpad.co.uk
“People now trust charities no more
than they trust the average stranger
they meet on the street.”
Baroness Stowell
Chair of Charity Commision, 16 April 2018
164. “The biggest reason why people give you
money is because you ask for it”
National charity CEO
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165. Poll 1 - If you donate to charities,
what is the main reason?
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166. Poll 2 - If you support charities, do they
mainly tend to be?
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167. Poll 3 - Have recent media stories, such as Oxfam or Save
the Children, impacted on your views about charities
negatively?
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168. Poll 4 - Have recent media stories impacted
on your support for charities?
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169. t. 01872 321533 e. info@mpad.co.uk
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Poll 5 - Have you ever taken part in an
event to raise money for charity?
170. t. 01872 321533 e. info@mpad.co.uk
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Poll 6 - If you have donated to a charity, did it
say thank you?
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Poll 7 - Have you liked or shared a charity’s
social media post?
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Poll 8 - If you have shared a charity’s
social media post, have you then donated
to that charity?
175. What should happen - set your
organisational objectives
Increased profile
Increased supporters
or volunteers
Increased engagement
Increased donations
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181. What often happens:
Diving head forwards into tactics
I want a
website!
I want some
national PR
That Facebook /
social media stuff
- I want that!
I need some
advertising We need a
new logo
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183. “What’s in it for me?”
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(more than a mention in PR)
185. What can you measure?
Outputs into outcomes
Frequency
of press
releases
Frequency of email
marketing shots
Frequency of
social media
campaigns
Traffic to
website
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186. What can you measure?
Outputs into outcomes
Outcomes
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Donations Event
sign-ups
More
volunteers
187. Recap
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• What’s your purpose?
• What’s your offering?
• Key Messages
• Who are you talking to?
• Where will you find them?
• What’s in it for me?
• What’s your impact?
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