The Wheel Members' Finance Community of Interest: Dublin - 26 May 2017

Training provider: 
The Wheel
Date / time: 
26 May 2017 - 8:00am - 9:45am
Venue: 
Sarasin & Partners LLP 120 St Stephen's Green Dublin 2
Location: 
Dublin
Price details: 
This event is free and exclusive to members of The Wheel only, but registration is a must.
First Finance Community of Interest - 26 May
Register now for the first ever Finance Community Forum, free and exclusive to Members of The Wheel.

This event is exclusive to members of The Wheel. Book your place here.

Course details: 

The very first Financial Community of Interest Forum, this engaging event is designed to provide members with the most stimulating inputs and insights, along with facilitated networking and on-going targeted support.

In particular you can look forward to:

  • A facilitated discussion on key issues facing financial leaders in the community, voluntary and charity sector in Ireland. 
  • An opportunity to access peer-to-peer support and learning from the experiences of others.
  • This discussion and the issues it raises will help to shape the format and topics for the other forthcoming Finance Community of Interest meetings.

Agenda:

7:45AM – 8:15AM: Registration, Tea/Coffee, Networking 
 
8.15AM: Welcome and Introductions
 
8.20AM: Investment Policy Overview with Peter Ryan, Head of Charities, Sarasin & Partners
 
8.35AM – 9:15AM: The Wheel Finance Community – Forum facilitated by Tony Ward, Director of Finance, The Wheel
 
9:15AM – 9:45AM: Financial Governance Overview – Brendan Lenihan, Managing Directory, Navigo Consulting.
 

Learning Outcomes

  • Opportunity to engage with peers
  • Opportunity to identify the supports needed to help bolster financial good practice in the sector
  • Forge new and lasting connections with your peers across the sector.

The Wheel Members' Finance Community Schedule - register for additional sessions via the links below:

22 September: Second Forum

8 December: Third Forum

About The Wheel's Community of Interest Initiative

This event is part of a wider initiative of The Wheel which provides facilitated opportunities for the most senior staff, CEO's and board members of communities of interest to come together. Through these Communities The Wheel will keep our members informed, enabling a space for discussion & networking; and to feed into the public policy agenda for The Wheel when relevant.
 

Facilitators: 

Peter Ryan, Head of Charities, Sarasin & Partners

Peter has over 24 years of investment experience and joined Sarasin & Peter RyanPartners in 2012 as Head of Charities at our Dublin Office. Responsibilities include new business development in Ireland, management of relationships with the firm’s Irish charity clients and general marketing and promotion of Sarasin & Partners services within the Irish market.
 
Peter previously worked for Prescient Investment Managers in Dublin (formerly AIB Investment Managers) for over 22 years, working with Charity clients for the entire time.
 
Peter is an Associate of both the Institute of Chartered Secretaries & Administrators and the Chartered Institute of Management Accountants.
 

Tony Ward, Director of Finance, The Wheel

Tony studied accountancy after completing his BComm in UCD in 1985. He qualified in 1989 and subsequently worked in Deloitte for a couple of years. Tony WardHe was diagnosed with retinitis pigmentosa, an inherited degenerative eye condition for which there is no treatment, in September 1994.
 
Very shortly after his diagnosis, he came into contact with Fighting Blindness, which was set up in 1983 as a support group by families affected by blindness. Tony worked on a consultancy basis for most of the late 1990s and into the early 2000s. In 2003, having previously worked with an organisation that had received EU funding for an employment initiative, he joined a company as a finance co-ordinator for an EU-funded programme in Ireland that diverted money to various projects. 
 
 

Brendan Lenihan, Managing Director, Navigo Consulting

Brendan Lenihan

Brendan Lenihan is Managing Director of Navigo Consulting which specialises in strategy, business planning, governance and change. He is a Chartered Accountant and a former President of the Institute of Chartered Accountants in Ireland.  

His previous career experiences include being a Partner with Andersen (with whom he worked in the US and Ireland) and also holding executive roles in industry including as Group Finance Director of a multinational property company and also in one of Ireland’s largest nursing home operators.

He has held a number of non-executive roles in charities and not-for-profits, including currently as a Board Member and Chair of the Audit & Risk Committee of Good Shepherd Cork, which provides emergency accommodation, residential care, support and education to homeless and vulnerable women and children, has an annual operating budget in excess of €2m and is undertaking significant capital projects. 


About Sarasin & Partners

Sarasin & Partners is a London-based investment manager with offices in London and Dublin. Sarasin & Partners manage the equivalent of €5.4bn of assets for charities in the UK and  Ireland. In addition to being specialists in charity fund management, Sarasin have also provided training for over 2,500 trustees and charity finance personel over the past 8 years and are now pleased to extend   this training in Ireland by offering places for our Foundation course to interested members of The Wheel. Courses are confined to groups of 12 people so early applications are advisable.

Sarasin & Partners

 

This Finance Community Forum is proudly hosted by Sarasin & Partners


Kindly Supported by:

Newman's Own Foundation

Who Should Attend: 

This event is suitable for senior staff, CEO's and board members of community and voluntary organisations.

How to Register: 

This event is exclusive to members of The Wheel, but registration is essential.

This event is exclusive to members of The Wheel. Book your place here.

Your Community of Interest Coordinator

Tony Ward, Director of Finance, The Wheel
Ph: (01) 454 8727
E: tony@wheel.ie

Course contact details

Telephone: 
01 454 8727
Email: 
info@wheel.ie