Slidedecks and Publications

We all have an iceberg - How to get the lifeboats out in time

We all have something in our financial future which threatens to take us off course. Our job as captains of the small charity ship is to:

keep looking up and out
keep enough life jackets on board
change course when the numbers tell us to

In terms of financial reporting this means:

anticipating the financial future with a forecast
preparing for change with a reserves policy
adapting to uncertainty with scenarios
reponding in time with metrics and a plan

Check out what this might look like in your small charity with this S lidedeck.

Waving Not Drowning

Financial Resilience as a Leadership Skill

It’s not that resilient charities don’t face difficulty. Of course they do. All organisations do. What sets resilient charities apart is that they have created the conditions that give their charity the very best chance of recovering and adapting when challenges hit. Leaders of resilient charities expect challenges and lead in ways that enable folks to respond thoughtfully rather than react impulsively.

Join Liz Pepler and guests for a Small Charity Week Lunch and Learn to explore the top 3 traits of leaders who build financial resilience.

When: TBC. Join our mailing list for an invite.

Slidedeck | Briefing Note

Marrying Money and Mission -

Finding the Sweet Spot

Whether we’re growing, maintaining, or deciding how best to streamline, we need to make sure decisions about our activities are rooted in what will further our intended purpose, and based in financial reality.

Join Liz Pepler and Yasmin Glover for a Small Charity Week Lunch and Learn to explore a tool that will help you make decisions about your activities that work with your charity's mission AND money.

When: 25 June 2025, 1-2pm Where: Online

Slidedeck | Worksheet

Liz and Yasmin will also be available between 2-5pm for follow-on mentoring sessions to implement the tool.