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 firstname.lastname@example.org 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.