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

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

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)

The role of the Treasurer: Challenges and Solutions 27 May 2020

Notes from the Zoom Seminar (pdf)

The role of the Treasurer in dealing with a crisis 13 May 2020

Presentation from Geoff Berridge (pdf)

The Policy Environment and its implications 18 February 2020

Presentation-The-Policy-Environment-NCVO (pdf)

Annual UBS investment lecture and update on CAIFs 1 November 2019

Presentation-Farrer-CAIFs (pdf)

Presentation-UBS-Investment-Choices (pdf)

Reserves and defining “Going Concern” 24 September 2019

Kate Sayer Presentation (pdf)

Finance Seminar 27 March 2019

Luke Holt, Kingston Smith Presentation (pdf)

Trading and Reputational Risk 12 February 2019

Megan Read, BWB Presentation (pdf)

HTF Trustees Case Studies Presentation (pdf)

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