Developing long term strategy fit for the changing world

Wednesday 11 December 2024

Online event

This online event offers valuable insights and case studies to assist in developing a long-term strategy for your organisation. Whether it's adapting your strategic plan in a changing environment or ensuring financial resources align with your goals, this session will cover all aspects.

 

Why should I attend?

Hosted by Crowe, the event will focus on two critical areas, supported by real-world case studies to demonstrate practical applications:

  1. Key Considerations for Long-Term Strategy Planning

Explore how to plan effectively in times of uncertainty, when to review and adjust your organisational strategy, and how to identify the need for a more flexible or agile approach.

  1. Financial Sustainability for Long-Term Success

Learn how managing reserves and controlling expenditure over the long term can support the achievement of your strategic objectives.

This event will provide the tools and insights you need to strengthen both your strategic and financial planning.

 

When and where?

  • 09:30am – 12:30pm
  • Online training via Zoom - Joining instructions will be shared one week before the event day

Who should attend?

This event is for any and all roles that are involved in the strategic and planning process.

 

How do I book?

Book below - if you have any issues contact events@cfg.org.uk.

Please note any payments for events bookings are required to be made online. You'll receive updated event information approximately one week prior to the event date.

 

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with three hours of CPD. For more details contact your association or email events@cfg.org.uk.

 
Speakers

Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe

John Tennent FCA, Director, Corporate Edge

Graeme Danton, Executive Director of Corporate Services, Samaritans

Programme
09:30 – 09:35

Welcome

09:35 – 10:20

Considerations for long term strategy planning – risks and opportunities

In the time of continued uncertainty and instability charities need to review organisational strategy on an ongoing basis. How can you manage risks and opportunities and how do they impact your strategic planning? Do your programmes deliver what they should? Does the workforce support the charities mission and vision? This session will provide you with suggestion on what you need to consider for your charities long term strategy.

Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe

10:25 – 11:10

Financial strategy planning

It is absolutely vital that you build long term financial sustainability into your charity. From ensuring the right level of reserves through to minimising expenditure, ensuring financially sound future is essential in long term strategy planning. This session will deal with some long term approaches to financial strategy and how to get there.

John Tennent, Director, Corporate Edge

11:10 – 11:25

Coffee Break

11:25 – 12:25

Case study

Learn from your pears on how they approach the long term strategy planning in uncertain times.

Graeme Danton, Executive Director of Corporate Services, Samaritans

Sarah Bennett, Chief Financial Officer, Guide Dogs

12:25 – 12:30

Chair’s summary and close of the conference

Prices
Charities - Members£95.00
Charities - Non-members£150.00
Individual - Members£95.00

In partnership with