Finance Forum: 13th June

Join us for our latest in-person forum, hosted by Rathbones (London), bringing together finance professionals across the ACO network.

13th June 2024 / 11:00AM
13th June 2024 / 03:00PM
Rathbones 8 Finsbury Circus London EC2M 7AZ

Join us for our latest in person forum, hosted by Rathbones (London), bringing together finance professionals across the ACO network.

Event Programme


10:30 AM | Welcome & Registration

11:00 AM | Introduction

Donal Watkin, CEO at ACO, and David Locke, Chair of ACO Finance Forum and Director of Finance & Operations at RABI.

11:10 AM | Navigating the Economic Landscape: Market Insights

Gain expert insights from Rathbones on navigating the current economic climate and its impact on charities. Learn about market trends and how to optimize your investment strategy for maximum return.

11:40 AM | AI Revolution: Transforming Charity Finance

Discover how Artificial Intelligence can revolutionize your charity finance function.

12:30 PM | Networking Lunch


1:00 PM | Unlocking Hidden Gems: Key Audit Poll Findings & Insights

Uncover valuable insights from a recent poll of ACO members on their experiences with external audit firms. Learn about value for money and quality of service from Chris Coopman, Head of Finance at RABI, and gain practical tips to improve your charity’s audit process.

1:30 PM | The Power of Cash: The CAF Charity Deposit Platform

Learn how to maximize the return on your charity cash with Ben Jowitt, Relationship Director at Charities Aid Foundation, as he introduces and demonstrates the CAF Charity Deposit Platform.

2:00 PM | Mastering Expense Management

Discover strategies to streamline expense management and save time with Martin Polak, Business Development Manager at B4B Payments.

2:30 PM | Building Bridges: Creating a Win-Win Partnership with Your CEO

Develop a strong and collaborative relationship with your CEO that delivers a “win-win” for your charity. Learn practical tips for effective communication and partnership building with David Locke, Director of Finance & Operations at RABI.

3:00 PM | Closing Remarks

Key takeaways from the day’s discussions.

3:05 PM | Networking Reception

A chance to connect with fellow attendees and speakers.

4:00 PM | Event Close