Martyn Dicker, Director of People, UNICEF UK
Gabriela Caldera‑Cabral, Head of Technology Services, Parkinson's UK
Fatima Talidi-Marrero, Head of Individual Giving, Parkinson’s UK
Richard Evans, Partner, Head of Risk and Assurance, Crowe
09:00 – 09:30 Registration and breakfast
09:30 – 09:35 Welcome from the Host
Andrew Pitt, Head of Charities, Rathbones
09:35 - 09:40 Welcome from the Chair
Sue Hall, Interim Digital Transformation Director, CFG
09:40 – 10:25 Session 1 - Measuring impact and reporting
The quality of financial reporting is essential in the charity sector, where the support of both funders and donors is dependent on the clear communication of impact. Gathering meaningful data and ability to tell a story can make a huge difference for charities finances. With shifting reporting needs and funder requirements this task has never been more difficult. This session will discuss best approaches to impact reporting and measurement.
Richard Evans, Partner, Head of Risk and Assurance, Crowe
10:25 – 10:40 Coffee Break
10:40 – 11:25 Session 2 – Sustaining Impact: Retention, Workload Management, and Combating Burnout
In the demanding environment of the charity sector, staff retention, effective workload management, and preventing burnout are critical challenges that can significantly impact an organisation’s ability to fulfil its mission. This session will provide comprehensive insights and practical strategies for creating a sustainable and supportive work culture. Attendees will learn how to implement robust retention practices, balance workloads, and develop mental health initiatives to ensure staff well-being. Join us to explore actionable solutions and share best practices aimed at fostering a resilient and motivated workforce, essential for driving long-term success and social impact in the charitable landscape.
Martyn Dicker, Director of People, UNICEF UK
11:25 – 11:40 Coffee Break
11:40 – 12:25 Session 3 – Implementing AI at Parkinson’s UK – productivity and donor engagement
Discover how artificial intelligence can revolutionise productivity and transform your charity into a digital-first organisation. This session will delve into how we are using our own version of ChatGPT to be more efficient and how we are using AI data models to enhance donor engagement.
Gabriela Caldera‑Cabral, Head of Technology Services, Parkinson's UK
Fatima Talidi-Marrero, Head of Individual Giving, Parkinson’s UK
12:25 – 12:30 Chair’s summary and move to lunch
12:30 - 14:00 Networking Lunch