January Finance Network Meeting – One Week to go!

Just one week to go until the next Finance Network Meeting on January 19th from 11:00 – 12:30. This session will focus on the topic “Big Plans, Strategy & Business Models”.

Just one week to go until the next Finance Network Meeting on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models – thinking out loud. Find out how to book your place below.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

Book your place

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk  with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. We would be grateful if you could confirm in your email whether you will be attending on the day or just requesting access to the meeting recording and supporting slides – thank you.

Please share this information with colleagues in your organisation who you feel would be interested in attending and encourage them to do so.

January Finance Network Meeting – Book your place!

Book your place at the next Finance Network Meeting on January 19th from 11:00 – 12:30. This session will focus on the topic “Big Plans, Strategy & Business Models”.

The first Finance Network meeting of the new year will take place on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models – thinking out loud. Find out how to book your place below.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

Book your place

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk  with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. We would be grateful if you could confirm in your email whether you will be attending on the day or just requesting access to the meeting recording and supporting slides – thank you.

Please share this information with colleagues in your organisation who you feel would be interested in attending and encourage them to do so.

Reminder: December Finance Network Meeting this Wednesday

The next Finance Network Meeting will take place this Wednesday 15th December from 11:00 – 12:30. This session will focus on “Charity Legal Structures”.

A final reminder that the next Finance Network Meeting will take place on this Wednesday December 15th from 11:00 – 12:30 and the key session will be “Charity Legal Structures”. The presenter will be Nick Vaughan, of Paris Smith LLP who has been a volunteer consultant with Cranfield Trust since early 2020. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting, along with a save the date for January’s meeting.

Over the past 18 months, the Financial Governance Team have discussed charity legal structures with several local Age UKs, following a number of questions raised by partners. So, whether you are looking at changing your business model or want to sense-check that your governance structures are appropriate and fit for purpose as we move towards the next financial year, this will be a very useful session to attend.

The following topic areas will be included:
  • Use of Subsidiary Companies for non-primary purpose trading, and consideration of their use for primary purpose trading also
  • Risk considerations – the avoidance of risk to charity assets
  • Independent governance (not all the charity trustees are directors of the subsidiary, and vice versa)
  • Financing aspects – start-up funding; working capital; investment / loans (from the parent charity)
  • Shared premises / staff / facilities – cross-charging / management charges
  • Use of charity logo by subsidiary companies

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

January Finance Network Meeting – Save the Date

With lots of staff set to take leave over the next few weeks, we wanted to flag that the January Finance Network meeting will take place on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

This session is primarily aimed at CEOs, although FDs and trustees will be more than welcome, as ever.

Please save the date in your diaries now, as this promises to be a great session.

December Finance Network Meeting – One week to go!

There’s just one week to go until the next Finance Network Meeting on Wednesday 15th December from 11:00 – 12:30. This session will focus on “Charity Legal Structures”.

A quick reminder that the next Finance Network Meeting will take place in one week on December 15th from 11:00 – 12:30 and the key session will be “Charity Legal Structures”. The presenter will be Nick Vaughan, of Paris Smith LLP who has been a volunteer consultant with Cranfield Trust since early 2020. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting, along with a save the date for January’s meeting.

Over the past 18 months, the Financial Governance Team have discussed charity legal structures with several local Age UKs, following a number of questions raised by partners. So, whether you are looking at changing your business model or want to sense-check that your governance structures are appropriate and fit for purpose as we move towards the next financial year, this will be a very useful session to attend.

The following topic areas will be included:
  • Use of Subsidiary Companies for non-primary purpose trading, and consideration of their use for primary purpose trading also
  • Risk considerations – the avoidance of risk to charity assets
  • Independent governance (not all the charity trustees are directors of the subsidiary, and vice versa)
  • Financing aspects – start-up funding; working capital; investment / loans (from the parent charity)
  • Shared premises / staff / facilities – cross-charging / management charges
  • Use of charity logo by subsidiary companies

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

January Finance Network Meeting – Save the Date

With lots of staff set to take leave over the next few weeks, we wanted to flag that the January Finance Network meeting will take place on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

This session is primarily aimed at CEOs, although FDs and trustees will be more than welcome, as ever.

Please save the date in your diaries now, as this promises to be a great session.

December Finance Network Meeting – Book your place!

Book your place at the next Finance Network Meeting on December 15th from 11:00 – 12:30. This session will focus on “Charity Legal Structures”.

The next Finance Network Meeting will take place on December 15th from 11:00 – 12:30 and the key session will be “Charity Legal Structures”. The presenter will be Nick Vaughan, of Paris Smith LLP who has been a volunteer consultant with Cranfield Trust since early 2020. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting, along with a save the date for January’s meeting.

Over the past 18 months, the Financial Governance Team have discussed charity legal structures with several local Age UKs, following a number of questions raised by partners. So, whether you are looking at changing your business model or want to sense-check that your governance structures are appropriate and fit for purpose as we move towards the next financial year, this will be a very useful session to attend.

The following topic areas will be included:

  • Use of Subsidiary Companies for non-primary purpose trading, and consideration of their use for primary purpose trading also
  • Risk considerations – the avoidance of risk to charity assets
  • Independent governance (not all the charity trustees are directors of the subsidiary, and vice versa)
  • Financing aspects – start-up funding; working capital; investment / loans (from the parent charity)
  • Shared premises / staff / facilities – cross-charging / management charges
  • Use of charity logo by subsidiary companies

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

January Finance Network Meeting – Save the Date

With lots of staff set to take leave over the next few weeks, we wanted to flag that the January Finance Network meeting will take place on 19th January 2022 from 11:00 – 12:30. Nick Wilkie, former charity chief executive, government policy adviser and visiting lecturer at The Centre for Charity Effectiveness, will present on the primary topic: Big Plans, Strategy and Business Models.

Nick will share his personal perspectives on leading and landing strategy. Sharing experience not expertise, failure more than triumph, he will reflect broadly across the subject including:

  • making sure everyone in the organisation knows where true north is;
  • knowing who the beneficiaries really are;
  • ensuring all decision-makers properly understand the balance sheet and business model;
  • why things go wrong and how they might get fixed.

This session is primarily aimed at CEOs, although FDs and trustees will be more than welcome, as ever.

Please save the date in your diaries now, as this promises to be a great session.

Age UK Financial Governance Virtual Masterclass Programme – One week left to apply!

There’s one week left to apply for the upcoming Virtual Financial Governance Masterclass Programme! Find full details here.

A quick reminder that applications close on 30th November for the Financial Governance Masterclass Programme, set to be delivered by Moore Kingston Smith in early 2022. This programme is open to all Age UK and Age Cymru Brand Partners and will support up to a total of 16 participants with a maximum of two attendees from each local partner. Find out full details below, including how to apply for a place.

As we start to consider coming out of the pandemic, the Age UK Network is thinking about how to navigate the future. Many Brand Partners have commented to Age UK’s Financial Governance Team about the complexity of this landscape as they try to navigate the competing forces of impact (and meeting older people’s needs) whilst ensuring financial sustainability for the future, especially with changing funding flows.

This virtual masterclass series, held in partnership with Moore Kingston Smith Nonprofit Advisory, will explore the complex financial governance landscape from seven different angles:

  • Strategy and competing priorities – Focusing on the right things and the real core issues.
  • Impact – Focusing resources and money on the outcomes we achieve for older people and their lives and aligning our money with this.
  • Financial Sustainability – Using our money and funding effectively (both unrestricted and restricted funds) to build a business model which balances risk, reserves and long-term sustainability. We will also look at cost recovery and better use of reserves within this.
  • Re-imagining services (and developing social businesses) – Re-imagining your work, and specifically the shift towards more earned income models.
  • Efficiency – Driving efficiencies through the organisation and its work.
  • Fundraising – Making better use of fundraising and ensuring we maximise return on investment.
  • Change – Finally, no change can take place without the trustees, management, staff and volunteers being motivated and aligned for the future. The course will focus on change and how to lead in this environment.

The course

The course will be delivered by Moore Kingston Smith Nonprofit Advisory (MKSNA) as a series of morning online / virtual sessions and 1:1 support.

The online sessions will take place over five Thursday mornings between 10 January and 27 February 2022 with a break in between to allow time for follow-up with each Brand Partner’s attendees.

The aim is a facilitated conversation with attendees rather than direct teaching in order to assess what each attendee’s needs really are and provide bespoke help to them.

Benefits of the programme to you

  • Develop your knowledge of cutting-edge tools and tactics.
  • Create an opportunity for self-reflection and peer-to-peer learning.

Benefits of the programme to your organisation

  • Each participant will leave the programme with a framework for creating change in their organisation.
  • Drive organisational change by develop­ing new knowledge and skills.
  • Generate new thinking about strategy, financial sustainability and growth.
  • Develop a set of responses to ensure that your organisation can thrive in a tough operating environment.

Interested? Apply today!

This programme is open to all Age UK and Age Cymru Brand Partners and will support up to a total of 16 participants with a maximum of two attendees from each local partner. We will use the information you set out in the application form below to select the participants.

Please find full details and how to apply below:

Deadline for applications: 5.00pm Tuesday 30th November.

If you have any questions relating to the programme, or would like further information please contact john.fox@ageuk.org.uk  or david.chenery@ageuk.org.uk

November Finance Network Meeting – One week to go!

A reminder to book your place at the next Finance Network Meeting on November 24th 11:00 – 12:30. This session will focus on “Making Difficult Decisions”.

A quick reminder that the next Finance Network Meeting will take place next week Wednesday November 24th from 11:00 – 12:30 and the key session will be “Making Difficult Decisions”. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

David Brown, a volunteer consultant with Cranfield Trust and formerly Chief Executive of a Royal Charter professional membership institution and Deputy chairman, Advantage West Midlands (RDA), will be exploring the options for SMTs and trustees to consider when faced with a significant deficit budget forecast.

He will begin by reminding us of decision-making ‘rules’ – what we ‘must’, and ‘should’ consider, and what we should ignore. He’ll warn against making hasty decisions which may not be the best decisions, and present a number of factors which demand careful attention.

The content will be relevant for trustees just as much (if not more so) as for senior Partner staff from across the local partner network. So please share this information with colleagues in your organisation who you feel would be interested in attending and encourage them to do so.

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent.

Please note: we will not be covering any other topics on the day so we can ensure the meeting finishes on time if not before. We want to ensure colleagues who are planning to attend the AEA ‘Open Meeting’, which commences at 1pm, have the opportunity for a break before doing so.

Age UK Financial Governance Virtual Masterclass Programme – January and February 2022

Age UK’s Financial Governance Team has partnered with Moore Kingston Smith Nonprofit Advisory to host a Virtual Financial Governance Masterclass.

As we start to consider coming out of the pandemic, the Age UK Network is thinking about how to navigate the future. Many Brand Partners have commented to Age UK’s Financial Governance Team about the complexity of this landscape as they try to navigate the competing forces of impact (and meeting older people’s needs) whilst ensuring financial sustainability for the future, especially with changing funding flows. Find out full details of an upcoming virtual Financial Governance Masterclass series below, including how to apply for a place.

This virtual masterclass series, held in partnership with Moore Kingston Smith Nonprofit Advisory, will explore the complex financial governance landscape from seven different angles:

  • Strategy and competing priorities – Focusing on the right things and the real core issues.
  • Impact – Focusing resources and money on the outcomes we achieve for older people and their lives and aligning our money with this.
  • Financial Sustainability – Using our money and funding effectively (both unrestricted and restricted funds) to build a business model which balances risk, reserves and long-term sustainability. We will also look at cost recovery and better use of reserves within this.
  • Re-imagining services (and developing social businesses) – Re-imagining your work, and specifically the shift towards more earned income models.
  • Efficiency – Driving efficiencies through the organisation and its work.
  • Fundraising – Making better use of fundraising and ensuring we maximise return on investment.
  • Change – Finally, no change can take place without the trustees, management, staff and volunteers being motivated and aligned for the future. The course will focus on change and how to lead in this environment.

The course

The course will be delivered by Moore Kingston Smith Nonprofit Advisory (MKSNA) as a series of morning online / virtual sessions and 1:1 support.

The online sessions will take place over five Thursday mornings between 10 January and 27 February 2022 with a break in between to allow time for follow-up with each Brand Partner’s attendees.

The aim is a facilitated conversation with attendees rather than direct teaching in order to assess what each attendee’s needs really are and provide bespoke help to them.

Benefits of the programme to you

  • Develop your knowledge of cutting-edge tools and tactics.
  • Create an opportunity for self-reflection and peer-to-peer learning.

Benefits of the programme to your organisation

  • Each participant will leave the programme with a framework for creating change in their organisation.
  • Drive organisational change by develop­ing new knowledge and skills.
  • Generate new thinking about strategy, financial sustainability and growth.
  • Develop a set of responses to ensure that your organisation can thrive in a tough operating environment.

Interested? Apply today!

This programme is open to all Age UK and Age Cymru Brand Partners and will support up to a total of 16 participants with a maximum of two attendees from each local partner. We will use the information you set out in the application form below to select the participants.

Please find full details and how to apply below:

Deadline for applications: 5.00pm Tuesday 30th November.

If you have any questions relating to the programme, or would like further information please contact john.fox@ageuk.org.uk  or david.chenery@ageuk.org.uk

November Finance Network Meeting – Book your place!

Book your place at the next Finance Network Meeting on November 24th 11:00 – 12:30. This session will focus on “Making Difficult Decisions”.

The next Finance Network Meeting will take place on November 24th from 11:00 – 12:30 and the key session will be “Making Difficult Decisions”. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. Read on to find out all about the meeting.

David Brown, a volunteer consultant with Cranfield Trust and formerly Chief Executive of a Royal Charter professional membership institution and Deputy chairman, Advantage West Midlands (RDA), will be exploring the options for SMTs and trustees to consider when faced with a significant deficit budget forecast.

He will begin by reminding us of decision-making ‘rules’ – what we ‘must’, and ‘should’ consider, and what we should ignore. He’ll warn against making hasty decisions which may not be the best decisions, and present a number of factors which demand careful attention.

The content will be relevant for trustees just as much (if not more so) as for senior Partner staff from across the local partner network. So please share this information with colleagues in your organisation who you feel would be interested in attending and encourage them to do so.

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent.

Please note: we will not be covering any other topics on the day so we can ensure the meeting finishes on time if not before. We want to ensure colleagues who are planning to attend the AEA ‘Open Meeting’, which commences at 1pm, have the opportunity for a break before doing so.

October Finance Network Meeting – Places still available!

Book your place at the October Finance Network Meeting on Wednesday 20th October! Find out all about the meeting and the guest speakers here.


It’s now less than a week until the next Finance Network Meeting on October 20th from 11:00 – 12:30! The primary topic will be “Business Cases”. Helen Blundell and Jim Clifford, both from MHA McIntyre Hudson, will discuss the ‘What, Why, When, How, and for Whom’ of this simple but very important document. To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk or david.chenery@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent. You can also find out more about the meeting and both presenters below.

We tend to associate Business Cases with the purchase of a significant capital item, or the development of a substantial new initiative, but the need to produce a reasoned explanation to support the commitment of resources (people, time and money) to any proposed activity is nothing more than best practice and good governance. So when you plan to tender for a new service delivery contract, or to launch a new charged-for service, how do you justify sign-off if that is within your level of authority, or support a recommendation to the trustee board for approval, if it’s outside of your delegated authority?

Helen Blundell Biography

Helen leads the not for profit team in the Birmingham and Leicester offices of MHA MacIntyre Hudson, a Top 12 firm of chartered accountants and business advisors.  She has more than 20 years’ experience specialising in the sector advising a range of clients from small local bodies to large national and regional organisations. 

Her experience includes audit, independent examination, governance training as well advising on corporate structures and charity tax reliefs. Helen’s approach is a practical one of delivering solutions. Helen has first hand experience as a trustee, having served for 6 years as a trustee of Birmingham Cathedral.  She is passionate about making a difference through advising charities and not for profits.

Jim Clifford Biography

Jim leads Sonnet, a social enterprise, registered as a firm of chartered accountants, that brings together experts in finance, governance, corporate finance, economics and research.

Jim is a Chartered Accountant, social researcher and strategic consultant, specialising in helping organisations – charities and social enterprises, private and public sector – research and select the impact they want to deliver, develop the model for doing it, resource it, and measure and improve upon it.

He supports these at all stages of their lives, from inception through growth, through times of change and even insolvency.  He was awarded an OBE in 2013 for services to Social Investment. Experienced as a trustee and in charity management, he also teaches on the Bayes (formerly Cass) Charities and NGO Masters programmes, and has authored academic work, and the recent Demystifying Social Finance, as well as over 150 impact evaluation studies. 

Book your place

To book your place, and / or to subsequently receive a copy of the recording of the event and the slides, please email John.Fox@ageuk.org.uk with: your name and role title; the name of the Brand Partner you are representing; and the email address to which the follow-up material should be sent.

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