South West and Wales members' meeting

Financial sustainability

Thursday 12 July 2018

Brewin Dolphin
2nd Floor
5 Callaghan Square
Cardiff CF10 5BT

What is a financial strategy and why do you need one? Join us at the South West Wales members’ meeting to find out how to implement a financial strategy and how to make sure it is in line with your strategic goals.


Sam Husband, Trustee, Charity Finance Group

Jon Marchant, Director, Mazars

Paul Mathias, Investment Manager, Brewin Dolphin

13:00 – 13:40

Lunch and registration

13:40 – 13:45

Chair welcome and introduction

Sam Husband, Trustee, Charity Finance Group

13:45 – 14:25

Financial strategy

Learn how to implement a winning medium-term financial strategy with clear goals and what actions you need to take to achieve them. Find out how you can build in flexibility in your financial strategies to adapt to fluctuations in income and expenditure. 

Jon Marchant, Director, Mazars


Q&As and Discussion

14:30– 14:45

Break for refreshments

14:45 – 15:25

Investing through the Economic Cycle

What are the relevant investment considerations within planning and setting a strategy? Find out why is it so important to stick to the agreed strategy and communicating it properly to stakeholders (such as the wider board of trustees) with the key conclusion being not to let short-term market movements affect long-term strategy and to communicate effectively.

Paul Mathias, Investment Manager, Brewin Dolphin


Q&As and Discussion


Workshop and Group Discussion

The chair will ask a series of question and will allow delegates to discuss in groups.


Feedback from delegates

16:25 - 16:30

Chair close
End of meeting

Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00
All Prices Inc. VAT