Bruce Gordon, Chairman
Bruce has been Chairman of the Treasurers Forum since 2007 and is an enthusiastic supporter of the work that Treasurers carry out and the contribution they make to the huge range of charities they are involved in. Bruce is currently Treasurer of NCVO and was previously Treasurer at Guide Dogs for the Blind where his portfolio included fundraising as well as finance.
From 2001 to 2008 Bruce was a senior partner of Deloitte LLP responsible for the Southern Region. His clients included a number of FTSE100 and FTSE 350 companies.. Prior to joining Deloitte in 2001, he was the UK Regional Managing Partner at Arthur Andersen. He is the founder of Thames Valley Capital Limited, which advises venture capital funds.
Heather is a client investment director at CCLA. She trained originally as a chartered accountant and has worked in charity finance since qualifying in 1992. Before working full time in investment management, her roles included that of finance director at the British Lung Foundation, editor of Charity Finance magazine, and audit manager at Kingston Smith LLP. She joined CCLA in July 2008 from the charity investment team at HSBC Global Asset Management.
Heather has wide experience as a charity trustee and honorary treasurer.
In addition to her role with the Honorary Treasurers Forum she is a
trustee of CABA, the chartered accountants’ benevolent association.
Heather also serves on the investment committee and audit committees
of the Robertson Trust, Scotland’s largest independent grantmaker. As
well as chartered accountancy, her qualifications include the Diploma
of the Chartered Institute for Securities and Investment; the ICAEW's
Diploma in Charity Accounting; and an MBA from Manchester Business School.
Professor Paul Palmer
Paul Palmer has extensive knowledge of charity financial, management and governance issues. He was a member of the Charity Commission SORP committee from 2000-2005. He acts as an independent consultant on charities to UBS Wealth Management, and an independent expert on charity dispute issues for courts and arbitration. He has appeared on television and radio, speaking on charity issues, and has also written 'practitioner' how to guides on charity finance for books and websites.
More recently his work has extended into the area of Corporate Social Responsibility having co-authored a book on socially responsible investment and completed a research project on responsible lending. He was elected Hon Treasurer of the CSR SIG of BAM in 2006. In 2008 he successfully led a BAM consortium bid for an ESRC seminar series on CSR. In 2009 he was asked to serve on the expert panel of the Ethical Investment Research Services (EIRIS)Charity Project. He also serves on the ethics panel of the Securities Investment Institute and the Corporate Responsibility Advisory Group of the Institute of Chartered Accountants in England and Wales (ICAEW).
Graham is an experienced venture capitalist, corporate financier and non-executive director. His consultancy, Mentor UK, prepares emerging businesses and entrepreneurs to become investor ready for third party investment, including flotation on AIM. Also, Graham is an Associate at Amberley Advisory, a firm of corporate finance advisors, which is authorised and regulated by the Financial Conduct Authority.
He is the editor of ‘Venture Capital and Private Equity: A Practitioner’s Manual’ and the author of ‘Raising Venture Capital’. He speaks regularly on these subjects at universities and business schools. He is a contributor (having been editor) to The Corporate Finance Manual and also, to The Charity Performance Guide.
Graham has held several voluntary roles in the Third Sector including currently, as Chairman of the Johnian Society (the alumni association of St John's College, University of Cambridge).