About The Forum Events
The Forum holds events across the year where keynote speakers are invited to give a talk on a topic of interest to the membership and a second speaker from the sector provides a response. After the talk there is an opportunity to network with other members and our sponsors.
25 September 2018 at 15.00 for 15.30
The Conflicts of Decision Making - and how to find the solutions hidden in plain sight
Please note that the meeting will take place at UBS offices:
5 Broadgate Place, London, EC2M 2AN.
Registration and teas and coffees from 3pm for a 3.30pm start.
Trustees and treasurers make decisions. They make choices based on a variety of parameters, available data, past experience, human interaction and fear of failure, whatever that means! This session will allow treasurers to explore how they can obtain the clarity needed to make a truly informed choice, a decision based on an understanding of the exact position that choices are being made from and a clear vision of what outcome is desired.
Peter Hanley and Colin Perris will facilitate the discussion based on practical financial scenarios. They will demonstrate how decision makers can use simple yet highly effective methods to achieve a clear understanding of where they are, why they are there and how to get to where they really want to be.
Peter is Hon Treasurer of the General Assembly of Unitarians and Free Christian Churches (GAUFFC). His background includes time in operations underwater in submarines for the Royal Navy, taking decisions that affected lives, money and machines. Peter enjoys exploring the vitality of life on our planet Earth to discover what else it is we need to learn for more successful and harmonious existence. Peter embarked on a campaign to make financial accounting more fun and accessible to encourage better projects and charity performance. Peter will be supported by his colleague Colin Perris, trustee of 'West Norfolk Riding for the Disabled Association - The Magpie Centre’ (WNRDA).
The formal proceedings will finish about 17.15 followed by networking with fellow treasurers and our sponsors over drinks and snacks until 18.30.
22 November 2018 at 15.00 for 15.30
Annual UBS investment lecture
More details to follow.
Our Privacy Policy