Routes to Financial Sustainability – IF Workshops – 11th March & 1st April – 9:15am

Routes-to-Financial-Sustainability-IF-Workshops-11th-16th-March-930amEvery business, and business owner, will have been through a financial roller coaster in the past 12 months, and there will be a whole set of new challenges as we gradually see the economy free up.

These two sessions are linked, being a great opportunity to step back and test out your finance tactics and strategy.

Workshop Dates:

Session 1: 9:15am – 11:00am – Thursday 11th March
Session 2: 9:00am – 11:00am – Thursday 1st April

Click here to attend the sessions.

An expert panel will run through a series of questions you should be thinking of, including:
● What might we expect from the wider economy over the next six months?
● How to manage the withdrawal of furlough schemes and other Government Support
● What tax changes, including CGT, will impact my business going forward? (Budget is 3rd March 2021)
● Can I still make use of BBLs and CBILS – should I extend support available?
● What other support is still available?
● How best to manage working capital in what will be a volatile environment for a period.
● Coping with the financial impact of changing working practices – and the return to the physical.
● If you are looking to raise funds, what is the outlook for debt and equity markets for private companies?

The first session will focus on “health checking” your current financial position, and the second will help with your forward financial strategy. Both will be delivered online, with a series of short presentations and facilitated Q&A. All content will be made available to attendees.

Chris Dines, CEO of Informed Funding

Chris Dines has a long career as an entrepreneur and thought leader in the areas of business intelligence, technology and growth company finance. An economics graduate, he qualified as a Chartered Accountant and managed a successful corporate finance team at PwC. As CEO, he built leading Tech Research business, Ovum, achieving an IPO on the London Market and subsequent sale (now part of Informa Group). He has built, from scratch, Knowledge Peers and Informed Funding, with both organisations focused on P2P knowledge sharing in the UK SME sector. He is on the Boards of leading PropTech business Key Agent and leading PR business, William Murray Communications.

Julia Terry, Head of HR, Peopletime Limited

Chartered Fellow of the CIPD for over 10 years and Head of HR at Peopletime for over 4 years. Previously worked as an freelance HR Consultant for 5 years, after spending the previous 7 years as HR Director for a national, multi-site, leisure PLC. Wealth of knowledge and experience across many sectors, including retail, leisure, academia, distribution, IT and consultancy, to name a few. Delivers sound, commercially-focused advice to help her clients achieve a successful and harmonious workplace. Julia has also worked in finance, marketing, sales and buying, so is well-placed to understand the importance of aligning HR with business goals.

Gary Jesson, Managing Director of the EFM Network

Gary is a Business Advisor and Finance Director with over 30 years of experience in working with SME’s. Gary leads EFM and supports SMEs with the benefits of many years building and running businesses, as well as raising finance, providing strong commercial discipline and leading companies through difficult periods. As an experienced CEO, Business Advisor and Finance Director, Gary has helped nurture, run and grow over 40 businesses since starting at EFM. Away from the office, Gary demonstrates his mentoring & coaching practice including ICAEW mentor for Young FD’s.

To book your virtual seat on both workshop sessions, please click here.