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Agenda

Presentations:

Morning keynote session: Regulation - Baroness Barker, Lords Spokesperson for the Voluntary Sector, Liberal Democrats

• How to navigate Brexit: taking the long term view with your investments - Andrew Blair, Director, Rothschild and Nandu Patel, Managing Director and Head of Charities, Rothschild

• Using social media to support social good - Matthew Hodson, Executive Director, NAM

• How can technology really help charities to close the funding gap? - Ed Gairdner, Chief Operating Officer, The Good Exchange and Marina Steadman, Head of Marketing, The Good Exchange

• Making ethics affordable - David Palmer, CEO, Epworth Investment Management

GDPR - Just a 'tick in a box' – or an opportunity to create value? - Elliot Rose, Digital Trust and Cyber Security Expert, PA Consulting Group

Money for Something - Paul Nicoll, Team Manager, Social and Cultural Team, Triodos Bank





08:30 - 09:00: Registration and refreshments


09:00 - 09:05: Chair's opening remarks
Lauren Weymouth
, Editor, Charity Times


09:05 - 09:30: Morning keynote session: Regulation
Baroness Barker, Lords Spokesperson for the Voluntary Sector, Liberal Democrats 


09:30 - 09:55: The impact of Brexit on research
Dr Julie Maxton, Executive Director, Royal Society.
Synopsis: 
Brexit presents a significant challenge to UK science, and thus the research undertaken by some of the UK’s biggest charities. The EU has played a crucial role in UK science and leaving the EU has implications for science across funding, collaboration, mobility, and regulation and policy. This session will look at what impacts Brexit could have on charity research and what issues the government must address in order to maintain the UK’s position as one of the best places in the world for science and innovation.


09:55 - 10:20: How to navigate Brexit: taking the long term view with your investments
Andrew Blair, Director, Rothschild
Nandu Patel, Managing Director and Head of Charities, Rothschild
Synopsis
: Charity trustees need to take a long-term view – one that extends well beyond the UK’s exit and transition from its EU obligations. Nandu Patel and Andrew Blair will discuss why trustees may need to lower their sights in comparison to recent years, what impacts Brexit might have on investments in general and how charity trustees can maintain a suitably balanced portfolio that is capable of delivering inflation-beating returns.


10:20 - 10:40: Coffee break


10:40 - 11:05: Money for Something
Paul Nicoll, Team Manager, Social and Cultural Team, Triodos Bank
Synopsis: 
Triodos Bank is part of a global movement aiming to ‘finance change and change finance’ by providing charities with a platform to bank ethically. Crowdfunding is one of the key methods of finance-raising in a way that profits the planet in the same way charities do. Paul Nicoll will share some examples of the kinds of organisations a charity’s reserves could fund, the kinds of charities who are already banking in this way, and stories from those who have raised finance via Triodos’ new crowdfunding platform. 


11:05 - 11:30: Using social media to support social good
Matthew Hodson, Executive Director, NAM
Synopsis:
Social media provides opportunities for charities to promote their messages, share their resources and directly engage stakeholders. Matthew Hodson, Executive Director of the HIV/AIDS information charity NAM Publications and winner of the Social CEO Awards 2017, shares his experience of using social media to bring about social change, particularly through work that challenges the stigma that surrounds the virus.


11:30 - 11:55: How can technology really help charities to close the funding gap?
Ed Gairdner, Chief Operating Officer, The Good Exchange
Marina Steadman, Head of Marketing, The Good Exchange
Synopsis: 
You often hear people talk about how charities should adopt ‘technology’ and ‘go digital’ - but what can they practically do to take advantage of what is now available? What can Trusts and Foundations do to drive more efficiency in how fundraising is conducted? What can be done to cut the administrative grant application burden? How can social media become part of a fundraisers’ toolkit without requiring an army of professional staff to manage it? Can a collective voice can make a difference when it comes to using technology to change how fundraising goals are met?


11:55 - 12:20: Managing in uncertain times - Are you adapting to new challenges and opportunities?
Pesh Framjee, Global Head of Not for Profits, Crowe Clark Whitehill
Synopsis: Charities are facing much uncertainty in a challenging environment. There are new laws and regulation, new expectations from different stakeholders, new demands for services, a changing funding landscape. The status quo is not an option and being prepared to manage uncertainty is key to success. This session will help you consider how to be ready to meet new challenges and seize any opportunities.


12:20 - 13:10: Lunch


13:10 - 13:35: Keeping your charity safe 
Brian Shorten, Chairman, Charities Securities Forum
Synopsis: 
With GDPR imminent, the need to protect information is ever more important. Charities are perceived as an easy target, but have limited resources. So what measures can charities take to enhance information security and meet professional standards? Brian Shorten will look at the challenges posed from fraud and cyber security.


13:35 - 14:00: GDPR - Just a 'tick in a box' – or an opportunity to create value?
Elliot Rose, Digital Trust and Cyber Security Expert, PA Consulting Group
Synopsis: 
Organisations around the globe need to understand the impact of the GDPR on their organisation and their readiness against the requirements. Elliot Rose will address some of the key issues charities and other non-profit organisations will need to consider, such as:
- how to maintain your inventory
- how to respond to Individual Rights requests (such as the right to erasure)
- how to check your suppliers are able to meet privacy clauses you put in contracts
- how to respond to a regulatory review.


14:00 - 14:25: Difficult times, simple strategies
Garrett Harbron, Investment Strategist, Vanguard
Synopsis: 
In uncertain markets, it can be difficult to develop an investment strategy that makes sense. This can be particularly challenging for charities that do not necessarily have the time, willingness or ability to make the sometimes complex and always financially impactful choices involved. This session will discuss four simple principles that can simplify these complex decisions and help charities, and indeed all investors, develop investment strategies that endure, even in difficult times.


14:25 - 14:50: Improving fundraising by learning from complaints
Sarah Fox, Head of Casework, the Fundraising Regulator
Synopsis: Complaints provide a valuable opportunity to learn and improve. This session will focus on how the Fundraising Regulator considers complaints about fundraising, give an idea of the numbers and range of complaints received in 2017-18 and discuss how fundraising organisations can learn from the complaints they receive.


14:50 - 15:10: Coffee break


15:10 - 15:35: Making ethics affordable
David Palmer, CEO, Epworth Investment Management

Synopsis: Investing ethically can ensure charities are meeting their objectives and help to reduce the risk of reputational damage. But how much return do they have to give up to be ethical? This session will explore how trustees can have their cake and eat it when it comes to investing ethically.


15:35 - 16:00: Trusteeship: knowing when it’s time to step down
Louise Thomson, Head of Policy (Not for Profit), ICSA
Synopsis: 
Being honest in the self-reflection of performance isn’t always the easiest of tasks, but for trustees, it is essential in order to ensure trustee boards are kept up-to-date and contain a combination of both new skills and new ideas. This session will explore the different types of trustee that exist, and why, if you recognise any of them in yourself, it might be time to step down.


16:00 - 16:25: Reputation and charities
Camila Batmanghelidjh, Author and Charity Founder
Synopsis: The Oxfam scandal has put the third sector under increasing scrutiny once again, meaning charities’ reputations are more vulnerable than ever. Camila Batmanghelidjh will look at whether it is possible for charities to safeguard against unexpected risks and attacks, using her experience to talk about what lessons have been learned and a potential way ahead.


16:25 - 16:30: Chair's closing remarks
Lauren Weymouth, Editor, Charity Times


16:30 Onward: Networking drinks reception



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