CHARITY CONFERENCE 2015

INFORMING & EDUCATING THE SECTOR

Topics include:
Interview sessions
with a CEO and
Chair of two
successful local
charities

A choice of
breakout sessions:
Governance
Investments
Fundraising

An opportunity to
network with like
minded individuals

Finance

Hosted by Russell New, Business, Taxation & Charity Advisers

A leading firm in the charity and education sector

Programme Information & Registration Form

Tuesday 10 November
Sussex County Cricket Ground
Eaton Road Hove BN3 3AN

MEET THE SPEAKERS

Mark Cummins
Charities & Education
Partner
Russell New

Jonathan Aikens
Charities & Education
Manager
Russell New

Julie Toben
Principal Consultant
JTA Charity Consultants

Andrew Devon
Director
Salvia Fundraising

Gemma Woodward
Executive Director
Quilter Cheviot
Investment
Management

Jeremy Mills
Notary Public
Mills Keep Limited

AN INTERVIEW WITH....

Guy Clinch
Chairman of Trustees
St Barnabas House
Hospice

Penny Shimmin
CEO
Sussex Community
Development
Association

FEEDBACK FROM PAST CONFERENCES

Thank you very
much for a most
interesting and
informative charity
conference.

Very helpful
and informative
event, workshops
were pitched at
right level

Very informative
and relevant.
Good for all
trustees.

www.russellnew.com

Excellent event!
I will work hard
to get one of our
Trustees at the next
one.

Good mix of topics

and presentations.
Very helpful day.

Excellent day.
Very helpful.
Thank you.

TIMETABLE
09:00

REGISTRATION

09:30

CHAIRS OPENING REMARKS

Mark Cummins, Charities & Education Partner, Russell New

09:45

THE CHALLENGES OF BEING A CHAIRMAN OF TRUSTEES

An interview with Guy Clinch, Chairman of Trustees, St Barnabas House

10:45

MORNING BREAK

11:00

MORNING BREAK AWAY SESSION

Choose session A or Session B - details below

12:30

LUNCH
A buffet lunch will be provided

13:30

THE CHALLENGES OF BEING A CEO

An interview with Penny Shimmin, CEO, Sussex Community Development Association

14:30

AFTERNOON BREAK AWAY SESSION

Choose session C or Session D - details below

16:00

CLOSE
SESSION A

SESSION B

Governance - The Good, The Bad & The Ugly

Raising Funds from Grant Making Trusts and

Foundations

This session will be led by Mark Cummins, Charities & Education

Partner at Russell New and Jeremy Mills, Lawyer from Mills Keep

This session will be led by Andrew Devon, Director, Salvia Fundraising.

Good governance is fundamental to any charity which

strives to be successful in fulfilling its objectives in an
effective and efficient manner. Bad governance can have
a detrimental effect on charities, with the reputation of a
charity at risk.

OR

In this session, Mark and Jeremy will discuss the dos and
donts of good governance, incorporating examples from
their work in the sector. There will also be an opportunity for
delegates to demonstrate their understanding by looking at
a case study.

In this interactive session Andrew will help you to improve

your skills in writing applications and appeals to charitable
trusts and foundations. He will use actual examples and
case studies from his own clients.

SESSION C
Investment no such thing as a silly question

SESSION D
Are your Financial Systems & Controls Fit for
Purpose?

This session will be led by Gemma Woodward, Executive Director at

Quilter Cheviot Investment Management and an independent adviser
to three charities investment committees and Julie Toben, a charity
trustee and chair of a large charitys investment committee.

This session will be led by Jonathan Aikens, Charities & Education

Manager, Russell New.

Whatever the size of a charitys reserves the Trustees have

a number of decisions to make as how to best utilise these
reserves. The Trustees have fiduciary responsibility for
the charitys finances but may be faced with a bewildering
vocabulary and uncertainty as to how to navigate the
investment world.
In this session Julie and Gemma will aim to create a step
by step guide of how to make investment simple, what
resources there are for Trustees and how there is no such
thing as a silly question only silly answers.

Andrew Devon is the owner of Salvia Fundraising Ltd,

a fundraising and training consultancy based in Hove.
Andrew provides services to charities including writing
business and fundraising strategies, and researching and
making funding applications to grant making trusts and
foundations.

OR

All charities must have in place effective financial systems

and controls which safeguard the assets of the charity.
Often the controls around key areas such as on-line
banking, cash handling and payroll are insufficient.
Jonathan will discuss the key financial systems and controls
charities should have in place and using examples from
his auditing background cover some common weaknesses
amongst charities.
He will also make reference to the latest Charity
Commission guidance on the topic.

www.russellnew.com

How to Book

Please complete registration form and return to Russell New by Friday 30 October.
1. Email your completed registration form to natalie@russellnew.com
2. Fax your completed registration form to 01903 816622
3. Post the booking form to Russell New, FREEPOST SEA7783, Steyning, West
Sussex, BN44 3ZZ

60 (inc VAT) first delegate

50 (inc VAT) second delegate

Book before 16 October for Early Bird Special

50 (inc VAT) for first delegate

Further Information
Terms & Conditions

Location
The conference will be held
at Sussex County Cricket
Club, Eaton Road, Hove,
BN3 3AN, where there is
parking available. Hove
Station is easily accessible,
just 1 hour 15 minutes
from London Victoria.

Dietary Requirements

The price includes a buffet lunch, refreshments and a presentation folder of course material.

Please advise any specific

dietary requirements by
email to
natalie@russellnew.com

Numbers are limited and places may be restricted per charity.

On the Day

(BLOCK CAPITALS)
Delegate One: ___________________________________________________________________________

Please note we may take

photographs, video and
audio footage of the event,
which may be used later in
editorial features and/or in
marketing material.

Delegate Two:

___________________________________________________________________________

Organisation:

___________________________________________________________________________

Address:

___________________________________________________________________________

___________________________________________________________________________

Post Code

___________________________________________________________________________

Telephone:

___________________________________________________________________________

Email:

___________________________________________________________________________

I agree to the terms and conditions stated alongside

Signed:

_ __________________________________________________

Please specify which morning session and afternoon session you would like to attend
Morning Session - Session A or Session B
Delegate One
Delegate Two

Please Choose
Please Choose

Afternoon Session - Session C or Session D

Delegate One
Delegate Two

Please Choose
Please Choose

Payment Method (Please Tick)

I enclose a cheque made payable to Russell New
Please invoice me
I wish to pay by credit card
Card no.
Start date

Expiry Date

Neither we nor the venue

can accept liability for
damage to or loss of
personal belongings at the
event venue.

Speaker Confirmation
& Changes
Please note that speakers
are sometimes prevented
from attending. Although
we do endeavour to find
suitable replacements of
similar calibre, we cannot
guarantee any specific
case studies, speakers or
sessions.

Data Protection
By registering for an event,
you authorise Russell
New to provide you with
information relating to
your booking and other
Russell New events and
updates by email unless
you advise us otherwise.
No, do not send
me emails except
in relation to this
booking

Card billing address (if different from above)

We will not pass your

details onto any third
parties.

____________________________________________________________________________

Cancellations

____________________________________________________________________________

Please advise us in writing

as soon as possible should
you need to cancel. Full
refunds will be given only
when notice is received 14
days prior to the event.

Security Code

Post Code__________________________________________________________________
Cardholders signature_____________________________________________________
Your place will be confirmed and a receipted VAT invoice will be issued once payment has
been received.

www.russellnew.com 01903 816699 info@russellnew.com Co. Reg. No. 4552976