Alistair Forbes, Founding Director and CEO, Scottish Tech Army
Natalie O'Hare, Client Services Director, AAB
Niamh McKenna, Global Employment Taxes Senior Manager, AAB
John Fitzgerald, Digital Evolution Project Manager, Scottish Council for Voluntary Organisations
13:30-13:35 Chair's welcome
13:35-14:20 Smart financial planning in times of uncertainty
This session will explore practical approaches to financial planning that help organisations remain resilient and adaptable. We will cover scenario planning, cashflow forecasting, reserves policy, cost recovery, and stress-testing budgets against different funding outcomes. Speakers will also examine how finance teams can support strategic decision-making, ensuring boards have the information and confidence to act early rather than react late.
14:20-14:30 Networking break
14:30-15:15 Payroll and employment law update
In this practical update, we will cover the latest developments affecting payroll and employment in Scotland, including changes to tax, National Insurance and pensions, holiday pay calculations, statutory payments, and emerging employment law considerations. The session will also explore common payroll risks, governance responsibilities, and how charities can ensure their processes remain compliant, efficient and aligned with best practice.
Niamh McKenna, Global Employment Taxes Senior Manager, and Natalie O'Hare, Client Services Director, AAB
15:15-15:30 Networking break
15:30-16:15 Panel discussion - Practical, ethical & safe use of AI in the charity sector
This panel brings together sector leaders and digital experts to explore how AI can be used responsibly and effectively within charitable organisations. From drafting funding bids and analysing impact data to improving service delivery and automating admin, we’ll examine real-world use cases that are already delivering value. Crucially, the discussion will go beyond the hype. Panellists will address the ethical and governance considerations charities must navigate — including data protection, bias, safeguarding, transparency, and trustee oversight — and how to build internal confidence and clear AI policies.
Alistair Forbers, Founding Director and CEO, Scottish Tech Army
John Fitzgerald, Digital Evolution Project Manager, Scottish Council for Voluntary Organisations
16:15-16:30 Address from host
16:30-18:00 Drinks reception