Building financial sustainability and re-imagining organisations

This 4 day course, delivered in partnership with Cass Business School, Centre for Charity Effectiveness, supports charity leaders to develop new strategies and business models for a changing and challenging landscape.

Who for?

This course is designed for CEOs, finance directors, business development managers and trustees.

Course structure

Four-day face-to-face course.

Course dates

CASS Business SchoolBond logo

This course, delivered in partnership with Cass Business School, Centre for Charity Effectiveness, supports charity leaders to reframe their financial strategies to maximise impact, become more resilient and develop new business models.  

You will explore topics such as financial sustainability, growth and implementing change, and leave with a framework on how to create change for their organisation. The course is highly interactive, with expert speakers from a range of organisations and backgrounds.

Download the full programme here and contact us if you would like further information. The course runs 11-12 June and 26-27 June to minimise disruption to schedules.

What you will learn

  • Different business models and the advantages and issues associated with each
  • How the sector is adapting to the shifting political and economic landscape
  • How to use cutting-edge tools and ideas to operate in tough times with reduced resources 
  • How to think about financial sustainability in your organisation
  • How to apply practical ways of managing strategic planning, decision making and governance
  • How to collaborate with different actors to create positive change

Programme

The course is divided into eleven units, each covering a different topic. 

Days one and two: 11 - 12 June 2019, 9:00 - 17:30


The first two days will focus on navigating the landscape and identifying your future strategic direction.

Horizon scanning

  • Led by Myles Wickstead CBE, acting chief executive, Wilton Park 
  • This unit sets the context for the workshop with a discussion on the shifting political and economic landscape, and how the NGO sector is evolving and adapting in response

Leadership and people

  • Led by James Barrett, co-lead for leadership development and consultant, Cass CCE
  • We start the course by looking at people and how leadership underpins all change

Reimagining organisational business models

  • Led by Chris Wright, chief executive, Catch22 
  • This unit will consider the various business models and approaches to resource management, exploring the advantages and issues with each

Operating in tough times

  • Led by Mark Salway, director of sustainable finance, Cass CCE
  • This unit provides tools and promotes ideas on how to operate in tough times and with diminishing resources

Reframing financial strategy for impact and innovation

  • Led by Bonnie Chiu, founder/CEO at Lensational and CEO of The Social Investment Consultancy 
  • This unit focuses on financial strategy from the perspective of impact, and enables you to take focused and prioritised decisions. We will also see how innovation can create powerful change

Dynamic strategic planning

  • This unit will discuss practical ways of managing strategic planning, decision making and governance. We will explore balancing multi-year organisational plans with a dynamic strategic approach which is responsive to opportunities and changes in circumstances

Days three and four: 26 - 27 June 2019, 9:00 - 17:30


The following two days will focus on practical tools to ensure sustainability and growth, together with how to implement change and make it last.

Ensuring sustainability and predictable income streams

  • Led by Kate Sayer, consultant and visiting lecturer, Cass CCE, and Mark Salway, director of sustainable finance, Cass CCE
  • This unit will look at practical ways to review whether existing resources are used to best effect, and ways to increase impact by working in partnership

Developing ecosystems

  • Led by Sarah Ramsey, For Good Network
  • This unit will explore how to work in collaboration and across different actors to create positive change.

Cost recovery

  • Led by Tim Boyes-Watson, global director, alliances and advocacy, Humentum
  • This unit will help organisations price and cost their work effectively and ensure long term sustainability through this

Implementation and risk

  • This unit looks at leadership, decision making and risk management from the CEO and FD perspectives, considering the practical implications of driving financial change. From board and governance issues, to leadership vision, style and positioning, we will explore how to overcome organisational inertia to create real financial and strategic change

Enabling lasting and timely change

  • Led by James Barrett, co-lead for leadership development and consultant, Cass CCE
  • This unit will build a shared understanding of the soft skills to develop the organisation’s culture with regards to innovation, risk and learning

Peer learning is an important part of the course and we will do this through group work. A tutor will also be on hand for a 30 minute telephone call and to provide ongoing support.

Course prices

Band 1

Non-members
£950.00

Band 2

Bond members >£2M annual spend
£850.00

Band 3

Bond members <£2M annual spend
£750.00

Book 8 weeks in advance for a 10% earlybird discount.

CASS Alumni receive the Bond member rate. Contact us for details.

Course prices

Band 1

Non-members
£950.00

Band 2

Bond members >£2M annual spend
£850.00

Band 3

Bond members <£2M annual spend
£750.00

* 10% off if you book 8 weeks in advance; 5% off 3 or more bookings.

Contact us for special discounts if you're a student or unemployed.

10%

off if you book early*

5%

off multiple bookings*

Event dates

Tuesday, June 11, 2019 to Thursday, June 27, 2019

22 places available

Trainers

Mark Salway
Cass Business School

Mark is director of sustainable finance at Cass Business School, Centre for Charity Effectiveness.

Sarah Ramsey

Sarah Ramsey is an experienced COO, finance director and strategic adviser.