Donations and Fund Reporting: how to do it right to protect your charity today and into the future


 

About the webinar

When it comes to fund reporting, there is a huge level of accountability and compliance required. Our webinar explores the practicalities and importance of integrating your CRM and finance systems to digitise your fund reporting and protect your trustees. From ensuring you are SORP compliant to streamlining your processes and becoming more efficient, watch this webinar to better understand how to future proof your finance function.

 


 

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    Speakers

     

    Iain McSeveny

    Finance Director, Medical Aid for Palestinians
    Iain has worked in the charity finance sector for 32 years: with Greenpeace in the UK and China (1989-2006), Amnesty International (2007-2014), and for the last 7 years have been Finance Director at Medical Aid for Palestinians. Iain focuses on developing finance teams to be an efficient support function that is integrated and aligned to the charity’s operations and objectives.

     

    Jennifer Sims

    Solutions consultant, Xledger
    Jennifer’s career in the business finance and digital sectors has equipped her to understand the requirements of a wide variety of clients. Her passion is working collaboratively with organisations to deliver strategic, effective digital transformation of their finance and related support functions. During her time with Xledger, Jennifer has been responsible for customer implementations, alongside working as a solution architect – she plays a key role in helping clients realise their goals, add value to their businesses and stay one step ahead in an ever-changing world.

     

    Russ Emmerson

    Business development manager – Charities and Not for Profits, Xledger
    Russ has over 25 years of experience working in the tech and finance industry and works closely with charities and not-for-profits. He understands the challenges those in the sector face and helps these organisations modernise their finance software so that they can continue making a difference. During his time at Xledger, Russ has helped many organisations improve their fund-reporting, consolidation and automation while building long-lasting relationships. In his spare time, Russ likes to follow Formula 1 and enjoys all things movies.