August Members' Meeting

Coronavirus Leadership Financial sustainability Risk

Thursday 6 August 2020

The unprecedented scale of the Coronavirus pandemic has meant that for the past few months charities have been concentrating on immediate needs and issues, and ensuring the continuity of services for their beneficiaries.

Four months in, charities are starting to investigate the longer term implications of the crisis and considering their work and future in the post-COVID-19 world.

How will this future look for your charity? What options do you have going forward?

Join our online August CFG Members' Meeting to find out what opportunities and hardships lie ahead for charities and how you can prepare your organisation for both.

The online meeting will take place on Zoom, and a joining link will be shared with delegates a few days before the start of the session. This meeting is free and available to CFG members only.

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Pesh Framjee, Partner, Global Head of Non Profits, Crowe

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

14.00 – 14.10

Chair’s welcome

14.10 – 14.30

Medium to long term scenario planning

Scenario planning is as an important tool in helping organisations cope with an uncertain environment. The post-COVID world holds several future scenarios that charities need to take into consideration. Having a plan for each will help support you to react effectively when the time is right. This session will discuss what you need to consider when planning for your medium- and long-term future.

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

14.30 – 14.45

Q&A and discussion

14.45 – 15.05


Charity mergers, particularly in the current climate, can be viewed as an outcome of strategic thinking. In the post-COVID-19 world this kind of thinking can provide a lifeline to many organisations. With the right strategy and approach, charities can boost their scale and performance, and achieve significant social impact. This session will discuss a range of options you have available when considering a merger.

15.05 – 15.20

Q&A and discussion

15.20 – 15.40

Financial difficulties and solvency issues

Difficult market conditions caused by Covid-19 mean that a number of charitable organisations are looking at what options they have going forward in 2020 and beyond.

Managing costs, using reserves, repositioning operations are being actively addressed. Some are facing existential threats and have been thinking about strategic alliances and mergers. In some cases closing down is the only option. In this session we will discuss the various options and the key issues that need to be considered.

Pesh Framjee, Partner, Global Head of Non Profits, Crowe

15.40 – 15.55

Q&A and discussion

15.55 - 16.00

Chair close and meeting ends

Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00