Events
We deliver a range of financial leadership and financial confidence building sessions in partnership with and on behalf of other organisations.
To commission us to deliver a one off session or programme of sessions for your members, grantees of team please do get in touch.
We offer an end to end service including preparation, delivery and evaluation.
All sessions come with a creative commons license and great content.
To be notified of new sessions that are open for booking, please join our mailing list.
Love the friendly approachable nature of the sessions where no question is too silly to ask. It's very freeing and made me feel comfortable to ask questions when I didn't understand something.
Bespoke sessions
We can deliver traditional informative chalk and talk sessions or engaging, interactive, peer mentoring sessions, on all topics across the finance spectrum. Our content is tried and tested, designed specifically for small charities by charity finance professionals who know small charities. Feedback on our sessions is consistently excellent.
We provide an end to end service including pre session set up and post session evaluation.
Fees on request. To commission a bespoke session for your organisation or funded groups please
contact us.
Resilient Futures – A Half-Day Connect and Reflect Workshop for Charity Leaders
When: 9 October 2025, 2-5pm Where: St Ethelburga's Centre Peace Tent, London EC2N
Join the mailing list for invites.
In today’s ever-shifting landscape, resilience isn’t just a buzzword — it’s a necessity. But what does organisational resilience really mean for small charities facing real pressures, limited resources, and constant change?
Join fellow leaders of small charities for a grounded, in-person workshop in the welcoming space of a beautiful peace tent for a half-day faciltated session to pause, reflect, and connect.
We will:
- Explore what it means to be a resilient organisation
- Examine the knowledge, skills, and behaviours we need to lead with confidence
- Identify what gets in the way and how we might move past these barriers
- Work together to name and move forward the practical support and systems we need
We won’t offer quick fixes, silver bullets, or glossy frameworks. This is not a training in strategy or finance. Instead, this is a rare space to think differently — to reflect honestly on our own practices, cultures, ways of working and what really supports long-term resilience.
Expect honest conversations, thoughtful prompts, and space to reconnect with our purpose — alongside others who understand the weight of leading in these times. Come with your thoughts and knotty issues and leave with one thing that will move you past them.
Spaces are limited.
This session is hosted by Penny Wilson and Liz Pepler.
An Embrace Finance Lunch and Learn Session
Finding Roses in the Rain - Real Stories from Real Leaders
A Q and A Panel Session with 3 Small Charity Leaders
When: 18 September, 13-13.55 Where: Online Fee: £free Book Now
Please note that zoom links will be sent the evening before the session. Please check your spam folders.
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 special guests for a Lunch and Learn session to hear from small charity leaders who will share their own financial resilience building journeys to hear the challenges they faced and how they overcame them.
An Embrace Finance Lunch and Learn Session
Marrying Money and Mission - Finding the Sweet Spot
When: 25 June 2025, 1-2pm Where: Online
Whether we’re growing, maintaining, or deciding how best to streamline, we need to make sure decisions about our activities are rooted in activities which both (a) further our intended purpose and (b) which are are 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.
Liz and Yasmin will also be available between 2-5pm for follow-on mentoring sessions to implement the tool.
Charity Finance Strategy
1 day online interactive, practical workshop.
Monthly dates.
To attend this session or commission it for your organisation please visit NCVO.
A finance strategy is vital for your organisation’s stability. This course will give you an overview of how to develop one.
You'll learn how to:
- determine your current financial position
- calculate the cost of your plans
- assess the impact on reserves.
We’ll introduce the principles of financial resilience and share some financial planning tools to help.
Charity Finance Skills
1 day online interactive, practical workshop.
Monthly dates.
To attend this session or commission it for your organisation please visit
NCVO.
This course will explore some basic tools to help you:
- make better financial decisions for your organisation
- monitor resources
- communicate effectively with finance professionals.
Trustee Financial Governance
Half day online interactive, practical workshop.
Quarterly dates.
To attend this session or commission it for your organisation please visit
NCVO.
This course will explores the core Trustee Finance Duties and how we can become better at our financial governance practices.
A Chair's Role on Finance
23 Sep 2025, 5-6.15
To attend this session please visit Association of Chairs.
Are you a Chair of a small charity looking to review your financial leadership? This session, based on the Association of chairs (AoC) new guide “Financial Leadership in Small Charities”, is designed specifically for you.
Whether you’re new to the role or seeking a fresh perspective, this practical workshop will help you better understand your organisation’s financial position and enhance your financial governance skills.
An Introduction to Understanding Charity Accounts: An Introduction for Trustees
04 Nov 2025, 5-6.15
To attend this session please visit Association of Chairs.
Do charity accounts feel like a mystery? This 75-minute session is designed to help trustees of small charities feel more confident reading and understanding their charity’s annual accounts.
Whether you're new to trusteeship or simply want to demystify the numbers, this session will walk you through what to look for and why it matters.
Financial agility for leaders in a challenging financial climate
The interactive session is designed to equip CEOs and senior leaders with the strategic insight, financial understanding, and leadership tools to draw upon in guiding your organisations through complexity and uncertainty.
Combining financial literacy with leadership behaviours, the session explores how to assess your charity’s financial health, manage risk, and adapt to change; without losing sight of your organisation’s core purpose.
Drawing on frameworks from Cranfield School of Management, lessons from governance failures, and insights from Margaret Heffernan’s Wilful Blindness and Embracing Uncertainty, you’ll leave with greater clarity, resilience, and the confidence to lead decisively in challenging times.
"Always incredibly valuable and insightful training."
"Really helpful session which gave me more confidence."
"As ever, very enjoyable delivery style and inclusive approach."
