Highlights of Previous Forum Events

Recording of most of the previous online events are available for members only. If you are a member and would like a recording please email

info@honorarytreasurers.org.uk referencing the title and date of the event.

Independent Examination – Who, When and What 21 April 2022

A presentation by Rachel Cooper of ACIE (pdf)

Choosing the right finance software for your charity 3 March 2022

A presention by Jennifer Sims and Russ Emmerson of Xledger.

Presentation slides to follow

How to make better decisions – Unconscious bias 17 February 2022

A presentation by Tom Dupernex and Katie Pytel of UBS (pdf)

The talk by Tom Dupernex and Katie Pytel of UBS (pdf)

The Importance of “S” in ESG 27 January 2022

A presentation by Ketan Patel of Eden Tree (pdf)

Entitled – Responsible Investment 16 December 2021

A presentation by James Maloney Charity Partner at Farrer & Co (pdf)

Notes are available for members only by email request

The UBS annual investment presentation 28 October 2021

A presentation from UBS (pdf)

Open House 2021 – shared matters of interest from fellow members. 29 July 2021

Feedback notes (pdf)

Using the Finance System to move forward and transform post Covid 24 June 2021

A presentation from Xledger (pdf)

Respond, Recover, Reset – the impact of covid-19 on the voluntary sector 27 May 2021

A presentation from Sarah Vibert – interim CEO of NCVO (pdf)

Radically Rethinking Investment Strategy 29 April 2021

A presentation from David Rowe (pdf)

Diverse Solutions – Findings on Equality, Diversity and Inclusion 25 March 2021

A presentation from Martin Rogers, Research Manager from CharityJob (pdf)

How understanding your business model is critical for post-Covid recovery 25 February 2021


Presentation from Mark Salway, from MOORE Kingston Smith (pdf)

Risk, Covid & Governance 28 January 2021

Presentation from James Sinclair Taylor, from Russell Cooke (pdf)

Risk & Resilience – Highlights from Ecclesiastical Charity Barometer 2020 16 December 2020

Presentation from Angus Roy and Steph Jackson (pdf)

The UBS annual investment presentation 26 November 2020

Presentation summary by Dean Turner and Ben Potts (pdf) and Q&A Notes (pdf)

Presentation slides to follow

Preparing for Independent Examination 29 October 2020

Presentation from Rachel Cooper on behalf of ACIE (pdf)

Open House – shared matters of interest from fellow members 5 August 2020

Notes from the Zoom Seminar (pdf)

The impact of Covid-19 on the charity sector from Matt Whittaker of Pro Bono Economics 15 July 2020

Notes from the Zoom Seminar (pdf)

Managing solvency: the crisis and beyond 2 July 2020

Notes from the Zoom Seminar (pdf) and Glossary of terms (pdf)

Reserves: Too much, Too little, Too late? 17 June 2020

Notes from the Zoom Seminar (pdf)

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