Driving long-term sustainability and profitability throughinformed financial decision making

Attend this informative forum and learn how to:

Hear from over 20 senior NFP thought leaders including:

Alison Covington,Founder & MD

Good 360

Michele GoldmanChief Executive Officer

Asthma Australia

Mark FentonChief Financial Officer

Endeavour Group

Alistair BrownChief Financial Officer

Save The Children

Mick FrewenNational

Chief Executive OfficerCareflight

Barbara RyanChief Executive Officer

Ronald McDonald House Charities

Measure your organisation’s

financial health

Gain more confidence and

investment from partners

through financial transparency

Create consistent cash flow while

lowering operating costs

Diversify revenue streams to become more profitable and

sustainable

Generate income through partners,

mergers and collaboration

In partnership with:

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Agenda

8:00 Registration opens

8:50 Opening remarks from the conference chair

10:20 Morning refreshments

Peter TurnerIndependence AustraliaManaging Director and CEO

9:00 Balancing sustainability, commerciality and purpose• Developing a fit for purpose and strategic social enterprise model • Diversifying your income streams to improve resiliency• How to balance impact and sustainability and leverage the

social impact• Creating a solid merger and acquisition strategy

Mark FentonEndeavour GroupChief Financial Officer

9:40 Embedding a strong commercial model and achieving financial sustainability through operational excellence• Deploying a solid sales and marketing function to become

more profitable, stimulate growth and build relationships with large corporates

• Undergoing a major workforce transformation and using the opportunity to reallocate and fully utilise skillsets to lower operating costs

• Extracting value and identifying synergies to improve efficiency and strategic capabilities

Mick FrewenCareflightNational Chief Executive Officer

10:50 Improving financial transparency to gain confidence from investors• Gaining more confidence and investment from partners

through financial transparency • Identifying the most lucrative avenues for growth and long

term investment opportunities • Creating sustainable income generation through

diversification

Garry EllisSt Laurence Community ServicesChief Financial Officer

11:30 Bigger is better: Competing with For-Profits through growth to improve resiliency• Spreading corporate overheads through mergers/

acquisitions and overcoming associated cultural and operational issues

• Reassessing all systems and processes and identifying areas for cost reduction and efficiency improvement

• Looking to new ways to increase and leverage the size of your NFP

Mark FentonEndeavour GroupChief Financial OfficerChris GroverWesley Mission QueenslandBoard Member and Chair of Audit, Finance and RiskNino DiMarcoRoyal Flying Doctor Services, QueenslandChief Executive Officer

1:10 Panel Discussion: Improving the commerciality of NFPs to compete with For-Profits• What are the key challenges that NFPs are facing in the

current environment?• How can NPFs increase efficiency and competitiveness?• How to drive your organisation’s mission and purpose

whilst increasing your commercial mind-set

Conference Day OneTuesday 4th December 2018

12:10 Networking luncheon Follow this eventTweet about this event using#NFPFIN18 and @AkoladeAustfor event and industry updates!

2:30 Afternoon refreshments

Michele GoldmanAsthma AustraliaChief Executive Officer

1:50 Extending revenue run rate to ensure long termfinancial stability and success• How to set up and nurture long term partnerships and

multi-year support and work strategically with partners• Co-designing your strategy: Leveraging your partners for

new ideas and gaining help with the execution • Risk appetite and developing a strategy execution roadmap

to reach your long term goals

Alison CovingtonGood 360Founder & MD

3:00 100% YOY growth for 3 years and counting: Running a high-scale, start-up model as a NFP• The mastering of cost efficiency and how to be nimble

in the face of rapid growth • Embedding innovative initiatives and methodologies to

develop less reliance on philanthropic funding• Leveraging your staff to the best of their capabilities and

shifting the focus to marketing and creativity

Daniel Brugaletta Australian Communities FoundationChief Financial Officer

4:20 Sharing resources and collaborating with other NFPs• Achieving financial sustainability through putting your

minds to collaboration• Co-locating with other NFPs and sharing back office

resources to improve efficiency and cost • Going beyond financial resources: Knowledge sharing,

collaboration and sharing your network • Broadening your offering and diversifying income streams

“With the constantly changing dynamics of our business environment, it is refreshing to hear from organisations that are embracing these changes and supporting social investment for the betterment of our world”

- MAS National

“A very good conference that connected me with other CEOs and CFOs experiencing similar challenges and opportunities. I gained significant benefit from establishing the links and also from tips re available technologies and strategies that could be applied to our business”

- Bedford Phoenix Inc

Melissa MacphersonPeople for PurposeChief Executive Officer

3:40 The look of leadership in a financially savvy andsustainable NFP• The role of the board and importance of good governance

and effective CEO/Executive Team/Board relationships in driving financial sustainability

• Attracting leaders from the commercial world and leveraging their skillsets at the board and executive team level within the NFP context

• A top down approach to filtering commercial savviness and innovation throughout the organisation

5:00 Closing remarks from the chair and networking drinks

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Agenda

8:00 Registration opens

8:55 Opening remarks from the conference chair

10:20 Morning refreshments

Alistair BrownSave the ChildrenChief Financial Officer

9:00 Cost allocation to improve financial sustainability• Allocating your administration costs into grant funded

programmes and activities • Understanding the cost of activities and allocating funding

appropriately based on value

Barbara RyanRonald McDonald House CharitiesChief Executive Officer

9:40 Creating and sustaining a successful and highly beneficial corporate partnership• How to best leverage a corporate partnership and the

potential mutual marketing exposure• Utilising your corporate partners’ resources and skillsets

and embedding these within your organisation to become more independent and sustainable

• Ensuring your relationship is continually evolving and set to meet your strategic long term needs

Peter BaconCampbell PageHead of Strategic Growth

10:50 Shifting away from reliance on government funding• Assessing alternative revenue options (other than M&A)

and looking into joint venture partnerships• Creating a strategic roadmap to rebalance your reliance on

government funding • Increasing your B2C capacity and other thought processes

to consider in your funding model restructure

Luke TrainiRSL QueenslandCEO/Digital Transformation Lead

11:30 Blending a corporate and mission orientated culture to ensure the overall charity is sustainable• Working with 95% commercial income streams:

Commercial corporate support, new tech and innovation divisions and a growing service delivery arm

• Transforming culture and dramatically improving staff engagement

• Fully developing your workforce into an agile and digital first team

• Blending commercial and service delivery teams to drive financially sustainability and alignment to mission

Dr Linda Worrall-CarterHer HeartFounder & Chief Executive Officer

1:10 Creating a strategic roadmap to diversify your revenue streams and improve sustainability• Securing substantial government funding to improve

marketing and exposure • Becoming very strategic to undergo rapid growth and

global expansion in a tight timeframe• Effective corporate partnerships to become your most

significant and highly lucrative revenue stream

Conference Day TwoWednesday 5th December 2018

12:10 Networking luncheon

This session will cover:• Interpreting financial reports• Evaluating the organisation’s financial health• Developing and managing budgets• Developing financial controls

9:00 Workshop A: How to strengthen financial strategies toensure business sustainability?This practical workshop will provide delegates with tools and ideas about how to put your organisation in a better financial position to survive.

This session will cover:• Creating a strong business plan to reach financial goals• Using data to gain financial oversight frameworks • Applying risk vs rewards frameworks • Measuring organisational efficiency

1:00 Workshop B: How to develop financial control strategies for NFPsDelegates will learn how to effectively measure incomes and operating expenses through cost-control strategies and cash flow management

12:00 Networking luncheon

4:00 End of day three

Post Conference WorkshopsThursday 6th December 2018

2:30 Afternoon refreshments

Lalith AbeysonDiabetes VictoriaChief Financial Officer & Chief Operation Officer

1:50 How Diabetes Victoria utilises technology to transform its operating model• Selecting and embedding technology to create efficiency

and achieve outcome• Realising the benefits of technology to reduce reliance on

tied income• Leveraging technology to create further opportunities for growth

Ash RosshandlerGoodCompanyChief Executive Officer

3:00 Cracking the corporate giving code - How to maximise donations of time, talent and treasure• Insights into Corporate Philanthropy drivers and what

they mean to your organisation• Unlocking the donating and volunteering nexus and

tapping into new skill sets• What lies ahead for Corporate Philanthropy

4:20 Closing remarks from the chair and end of conference day two

Melissa MacphersonPeople for PurposeChief Executive Officer

3:40 The evolution and integration of NFP financial reporting• Outlining the hidden flaws in traditional reporting• Creating a balanced view of current performance and

future prospects• Analysing the ‘six capitals’ in the value creation process for

NFPs

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1: EARLY BIRD DISCOUNT. Register and pay by a deadline indicated above to achieve up to 20% SAVINGS on the Standard Rate.Registrations received without payment are ineligible for an Early Bird Discount and will be charged at the Standard Rate. Fax: 61 2 9247 6333

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Mail: Akolade Pty Ltd Level 11, 155 Castlereagh Street, Sydney NSW 2000, Australia

Mercure Sydney 818-820 George St, Chippendale NSW 2007, Australia+61 2 9217 6666

4th - 6th December 2018SYDNEY

2: TEAM DISCOUNT. (i) Register 3-4 delegates and receive an additional 10% DISCOUNT off the current price (ii) Register 5-7 delegates and receive an additional 15% DISCOUNT off the current price (iii) Register 8 or more delegates and receive an additional 20% DISCOUNT off the current price

For large group bookings, please email registration@akolade.com.au to receive a quote.All group registrations must be from the same company, at the same time and for the same event.Registrants must choose between the most advantageous discount option. Only one discount scheme applies.

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