Inspiring Financial Leadership 2017/18 - FULLY BOOKED

Thursday, 19 Oct 2017, 08:00 - 11:00


This is a unique leadership programme comprising of a series of seven breakfast seminars for charity finance professionals, developed by: Cass Centre for Charity Effectiveness, Charity Finance Group and Sayer Vincent.

Centred on the role of the charity finance professional, drawing on robust leadership research and grounded in the challenges that finance professionals face, this course creates a unique blend of learning that combines the latest leadership principles with practical advice and support from finance leaders in the sector. Limited to just 50 individuals, it provides an opportunity for confidential peer-to-peer learning and developing an on-going support network for the future.

Attendees will leave the first module with ideas and knowledge to put into practice immediately and by the end of the course will be equipped with skills and expertise to take them to the next stage of their financial leadership journey.

The course is highly interactive using a mix of practical experience, research and best practice. The modules allow participants to practice proven models and practical techniques in a supportive environment which they can then apply in their own organisations. Discussions will be focused on real situations and issues facing the participants. Each session will start with a review of how learning has been applied and end with reflection and commitments to action and behaviour change.

Pre-programme preparation will include a summary of The Work Foundation's Enabling Outstanding Leadership research and a concise self questionnaire to help attendees assess where they are in their Leadership journey. This will form the basis of a Development Plan which will be used throughout the programme to identify learning after each seminar for application back at work. Delegates can also register for a one-to-one confidential discussion after each module. These can be booked at the beginning of the course and will be allocated on a first come first served basis.

Sessions are led by Ian Lawson from Cass CCE supported by leading practitioners from the charity sector.

Who should attend 
This course is for you if you have responsibility for leading the management of your charity’s finances, contributing to strategic development and planning. Your aim is to improve the effectiveness of your leadership skills and develop your career to the next stage.

Benefits to your organisation 
This course will: 
- improve the efficiency of the finance function and your charity; 
- drive organisational change by developing new ideas and enhancing skills and knowledge; 
- motivate and develop inspirational finance leaders; 
- help to recruit and retain talented individuals.

Benefits to you 
As a participant, you will: 
- understand what makes an effective and inspirational leader; 
- increase your influence and impact; 
- learn strategies to engage and develop your colleagues and staff; 
- gain a powerful toolkit to help your charity achieve its goals; 
- learn from experiences of senior charity finance leaders; 
- gain an opportunity for self-reflection and confidential peer-to-peer learning.






1: Leadership from the Finance Function

This session focuses on the principles and behavioural attributes associated with inspiring financial leadership, and goes beyond the traditional functional role of a finance leader. What are the particular challenges in moving the finance function to become a key decision maker and business partner in an organisation, and how can you overcome them?

*Please note the venue for this session will be: 200 Aldersgate, Cass Business School, 200 Aldersgate Street, London, EC1A 4HD

Thursday 19 October 2017

Registration and breakfast:

Session content: 08:30-11:00

2: Coaching for empowerment

What are the skills you need to develop staff in the finance team to act as agents for powerful, collaborative and innovative change, with the ability to question and consider the shifting environment? We will draw distinctions between coaching, mentoring and introduce a simple and powerful model that will equip you to encourage the empowerment of individuals in your organisation.

Tuessday 14 November 2017

Registration and breakfast:

Session content: 08:30-11:00

3: Vision and Strategy

Finance leaders can play a vital role in contributing to the organisation’s vision by creating a sustainable financial framework to deliver the charity’s vision and purpose. We will talk about harnessing the analytical processes often led by the finance function (budgets, performance reporting and impact assessment) to engage colleagues in increasing effectiveness and efficiency of the charity to attain its strategic and operational objectives.

Wednesday 6 December 2017

Registration and breakfast:

Session content: 08:30-11:00

4: Leading Change

The role of Finance Leaders in change is key. This session will focus on the range of possible responses to change and discuss practical tools for building trusting relationships, in order to develop the capacity and capability within the organisation to meet its strategic objectives and purpose.

Thursday 25 January 2018

Registration and breakfast:

Session content: 08:30-11:00

5: Communication

Working with colleagues across the organisation is a key part of the finance leader’s role. Presenting technical information to non-experts in a way that can guide their decision-making and fully engage them with the process of business development is essential. We will consider a range of communication skills and explore how to use them with internal and external stakeholders and create action plans to build more fruitful relationships.

Tuesday 27 February 2018  

Registration and breakfast:

Session content: 08:30-11:00

6: Motivating self and others

This session explores how to frame our own thinking into a positive mode and to be aware of and able to consider the impact of assumptions on our behaviours. We will consider some of our own personal ‘drivers’ in terms of motivation and ways to offer motivational ‘strokes’ in our interactions with colleagues at work. The session will be a mix of raising personal awareness and practical ways to apply this to developing our relationships with others.

Thursday 15 March 2018

Registration and breakfast:

Session content: 08:30-11:00

7: Leadership and influencing high performing teams

The final module will share best practice in leading high performing teams, look at the stages of team development and help participants assess where they are at currently. We will explore the importance of being a constructive team member of an organisational leadership team and consider the relationship with trustees drawing on real case study material. We will also explore how to manage and influence upwards.

Thursday 19 April 2018

Registration and breakfast:

Session content: 08:30-11:00

Venue Details


Centre for Charity Effectiveness at CASS Business School, 106 Bunhill Row, LONDON, EC1Y 8TZ

*Please note for Module 1 the venue address is: 200 Aldersgate, Cass Business School, 200 Aldersgate Street, London, EC1A 4HD  

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Bookings & Prices


  • Early Bird CFG Charity Member - £515.00 - If booked before 15 August  then Standard price of £560.00
  • Early Bird Sayer Vincent Audit Client - £515.00 - If booked before 15 August then Standard price of £560.00
  • Non CFG Member Charity - £615.00;
  • Corporate place - £1,785.00

The IFL 2017/18 programme is now fully booked. Please email Events Team and we will add your details to the waiting list.

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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