Overview

13 Sep, 202115 Oct, 2021
Online Learning Series
This event has passed.

The Voluntary Finance Series: Integrating Resilient Income Strategies Into Your Charity is a 5-week learning programme focused on providing organisations and individuals within the sector with the necessary tips to prepare for, adapt to and overcome challenges to their income streams.

This course is designed to support voluntary sector organisations in recognising and understanding key issues that limit them from realising their full funding potential whilst equipping delegates with a tangible set of skills that they can incorporate into their business model to build financial resilience moving forward. Furthermore, the course will look at strengthening delegates ability to understand how to access existing means of income and will equip those who attend with information on how to assess their income models and business risk.

This 5-week course will also reflect upon the impact the pandemic has had on voluntary sector income by supporting delegates in tackling the immediate challenges they are facing, as well as those they, and the broader sector, are likely to face in the future.

5 weeks | 10 hours of content | 5 ‘on demand’ tutorials | 5 live workshops

What to expect?

  • The course will run over 5 weeks.
  • Each week you will have a one hour ‘on demand’ tutorial, allowing you to gain new insights and best practice. The ‘on demand’ tutorial can be viewed and replayed at any time to allow you to be flexible in how you engage with the course.
  • Each week there will also be a one-hour live troubleshooting workshop. This will be an interactive session with the course trainer where you will be able to work through the key learning points from the content and allow you to ask questions and raise implementation challenges within your own context.

The Modules

The programme will offer 5 modules across the course:

Recognising Your Charity’s Value, Understanding Your USPs And Integrating This Into Your Organisation’s Financial Strategy

Week Commencing: 13th September

Learning How Effectively Embedding Your Charity within the Local Community Can Enhance Your Charity’s Impact and Income

Week Commencing: 20th September

Insights into Charity Bid Writing: How to Make the Most Effective Use of Your Charity’s Time and Resources

Week Commencing: 27th September

Lessons on Digital Transformation and Your Charity’s Service Delivery

Week Commencing: 4th October

What Does the Future Hold? The Vital Steps Your Charity Should Be Taking to Ensure Financial Resilience Over the Next 18 Months

Week Commencing: 11th October

All tutorials will be ‘on demand’ and available to watch and replay at a time of your choosing.

The live troubleshooting workshop will be held on the Friday morning at the end of each module week.

This programme agenda is subject to change*

Agenda

Learning How to Integrate Resilient Income Strategies Into Your Charity

W/C 13th September

  • Examining the key learning outcomes for the 5-week training programme
  • Outlining the structure and delivery of the course
  • Assessing how the 5-week programme can be translated into an action plan for your organisation
  • Understanding your learning needs and expectations for the course
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
On Demand Module 1: Recognising Your Charity’s Value, Understanding Your USPs And Integrating Them Into Your Financial Strategy

W/C 13th September

  • Developing a clear understanding of your organisation’s value, identity, and purpose post-COVID-19
  • Using your organisation’s mission statement to shape a resilient and realistic budgeting action plan to enable consistent service delivery in the short, medium and longer term
  • Understanding the importance of strategic investment into your charity and considering how you could implement this
  • Guidance on why strong relationships with trustees and directors are essential in successfully securing funding that aligns with your charity’s strategic aims
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Michael Cooper-Davis
Michael Cooper-Davis
Director
Price Bailey LLP
Confirmed
Live Workshop 1: Friday 17th September, 10:00 am - 11:00 am

This live workshop is your opportunity to engage in the core learning points from the week 1 module and examine how they can be delivered in your context.

In this session you will be able to ask questions, assess your own implementation challenges and share ideas with your fellow participants.

In this session you will:

  • Evaluate how your charity has changed a result of Covid-19 and build a strategy to support your organisation in overcoming future challenges
  • Create a plan to ensure you are encouraging strategic investment into your organisation whilst building effective relationships between your charity’s senior leadership team and beyond
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Michael Cooper-Davis
Michael Cooper-Davis
Director
Price Bailey LLP
Confirmed
On Demand Module 2: Learning How Effectively Embedding Your Charity within the Local Community Can Enhance Both Your Impact and Income

W/C 20th September

  • Exploring how important collaboration between charities and the local community can be in improving your charity’s service delivery and financial resilience
  • Learn essential tips, tricks and tools that will support you in initiating funding relationships with businesses and organisations
  • Learning about how your approach to donors and funders can impact your charity’s finances and how you can encourage positive donor relationships
  • Developing a strategy to ensure a proactive approach to strengthening and building donor relationships with local organisations and businesses
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Michael O’Toole
Michael O’Toole
Chief Executive
Cambridgeshire Community Foundation
Confirmed
Live Workshop 2: Friday 24th September, 10:00 am - 11:00 am

This live workshop is your opportunity to engage in the core learning points from the week 2 module and examine how they can be delivered in your context.

In this session you will be able to ask questions, assess your own implementation challenges and share ideas with your fellow participants.

In this session you will:

  • Examine the vital role the community plays for small and medium sized charities, developing a strategy that uses your unique position to become more financially resilient
  • Learn tools for effectively approaching and maintaining community funding partnerships, implementing this and strengthening your charity’s finances
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Michael O’Toole
Michael O’Toole
Chief Executive
Cambridgeshire Community Foundation
Confirmed
On Demand Module 3: Insights into Charity Bid Writing: How to Make The Most Effective Use Of Your Charity’s Time And Resources

W/C 27th September

  • Insight into the voluntary sector bid application process and ways that you can make your charity’s application stand out from the crowd
  • Learn strategies to increase your responsiveness to new funding opportunities by maximising your charity’s agility and how to use feedback to ensure resilience to rejection
  • Understanding the importance of not putting in a bid for moneys sake and why it is important to avoid blanket applying for funds
  • Developing skills to allow you to distinguish between funding opportunities that are beneficial and those that are detrimental
  • Building upon your charity’s resilience throughout Covid-19 to advocate for unrestricted funding opportunities
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Audrey Skervin
Audrey Skervin
Head of Fundraising
CSW
Confirmed
Live Workshop 3: Friday 1st October, 10:00 am - 11:00 am

This live workshop is your opportunity to engage in the core learning points from the week 3 module and examine how they can be delivered in your context.

In this session you will be able to ask questions, assess your own implementation challenges and share ideas with your fellow participants.

In this session you will:

  • Create a funding action-plan that aligns with your organisational aim and benefits your organisation in the long-term, by teaching you how to recognise which funding opportunities are right for your charity and avoiding over-extending your services
  • Develop a strategy that will enable you to target your bid applications and respond with agility to new funding opportunities
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Audrey Skervin
Audrey Skervin
Head of Fundraising
CSW
Confirmed
Vanessa Henegan
Vanessa Henegan
Trusts Officer
CSW
Invited
On Demand Module 4: Lessons on Digital Transformation and Your Charity’s Service Delivery

W/C 4th October

  • Learning how to build and strengthen your organisation’s digital presence and looking at the effect this may have on income generation
  • Understanding the risk: learning how to protect your organisation from cyber threats and understanding the financial impact that a breach could have on your organisation
  • Evaluating your digital services in order to ensure your charity is as resilient as possible to the upcoming challenges for the sector
  • Building a time and resource effective strategy that maximises your charity’s digital presence and online fundraising income
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Sarina Jesudason
Sarina Jesudason
Operations Manager
Crohn's & Colitis UK
Confirmed
Live Workshop 4: Friday 8th October, 10:00 am - 11:00 am

This live workshop is your opportunity to engage in the core learning points from the week 4 module and examine how they can be delivered in your context.

In this session you will be able to ask questions, assess your own implementation challenges and share ideas with your fellow participants.

In this session you will:

  • Evaluate your approach to digitalisation and create an action plan on how to enhance your charity’s relationship with digital in the future
  • Guidance on how to embed finance into your digital strategy, learn about the increased risks facing your charity as a result of moving online, and understand how best to mitigate cyber threats
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
On Demand Module 5: What Does the Future Hold? The Vital Steps Your Charity Should Be Taking to Ensure Financial Resilience Over the Next 18 Months

W/C 11th October

  • Learn practical skills that will support you in deciding whether income diversification is right for your organisation and why it isn’t the ‘silver bullet’ it is often made out to be
  • Evaluate the vital role of strategy to your charity, as a measure of success but also as the foundation for financial resilience
  • Expert insight into the upcoming challenges facing the sector, why it is important to be aware of these, and the best ways to overcome them
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed
Live Workshop 5: Friday 15th October, 10:00 am - 11:00 am

This live workshop is your opportunity to engage in the core learning points from the week 5 module and examine how they can be delivered in your context.

In this session you will be able to ask questions, assess your own implementation challenges and share ideas with your fellow participants.

In this session you will:

  • Evaluate what you have learnt throughout the learning series and create an action plan to implement all of the strategic areas covered into your charity
  • Discuss the integral role strategy plays in charities of all sizes to ensure resilience, adaptability and survival
Helena Wilkinson
Helena Wilkinson
Partner and Head of Charities and NFP
Price Bailey LLP
Confirmed

Audience

This course is designed for finance leaders in the voluntary sector, specifically those from small and medium sized charities. Those in attendance will include:

  • Finance Directors
  • Finance Managers
  • Investment Managers
  • CEOs
  • Grants Officers
  • Partnerships Directors
  • Partnerships Managers
  • Heads of Development and Income Generation
  • Strategic Partnerships Officers
  • Trustees

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