Build Finance Leaders Who Drive Real Change
Equip your finance leaders to drive strategic value and positive change.
HOW THE PROGRAM WORKS
A hands-on leadership development program where participants work with non-profit
partners to solve real financial challenges.
The Charterpath Financial Health Check is a framework focused on four foundational pillars essential to non-profits in delivering their vision and mission and consists of:
An initial self-assessment completed by the non-profit sharing a number of key deliverables;
A framework for an experienced finance professional to review the information provided, applying their existing skills and experience to produce quantitative and qualitative insights;
A report by the finance professional presenting their findings with any areas for improvement and signposting to follow-up training and tools.
What else is included?
1:1 Coaching Support
Six interactive workshops focused on strategic leadership and mindset
Program Workshops at a Glance
In our first session we discuss what makes a successful strategy, how strategic objectives translate into financial plans, and the finance leader’s role in value creation. We consider what value creation means to non-profits, and the importance of vision, mission and goals. We learn about the macro challenges faced by the non-profit world.
Why Finance Teams Need Impact-Driven Leaders
Finance leaders today need to influence beyond the numbers. They need to build relationships, drive strategy,
and create value with purpose.
Build Strategic Leaders
Because strategic impact requires more than technical expertise
• Learn how to create long-term
business value
• Strengthen strategic thinking and
commercial awareness
• Align finance with organisational vision
Influence with Purpose
To influence at board level and beyond
• Develop communication skills that drive change
• Build relationships across business and community
• Gain confidence in boardroom and non-profit settings
Lead with Social Impact
To inspire ownership, motivation, and meaning at every level
• Apply leadership skills in non-profit environments
• Strengthen ESG and ethical leadership capability
• Drive impact both inside and outside the business
Trusted and Accredited
Our courses are accredited by NASBA, enabling your finance teams to earn their CPE or CPD points with confidence.
WHO IS LEADING WITH IMPACT FOR?
Aspiring Finance
Leaders
Forward-Thinking Finance Professionals
Senior Finance
Leaders
Trusted By
Ready to develop purpose-driven
finance leaders?
Key Outcomes of Leading with Impact
Lead with
Strategic Purpose
Set clear goals and align teams around a shared vision. Develop long-term thinking and commercial focus.
Influence Stakeholders Effectively
Communicate with confidence and build trusted relationships. Engage board members, colleagues, and external partners.
Apply Skills in Real-World Scenarios
Lead non-profit projects and present actionable recommendations. Practise leadership skills in a risk-free environment.
Strengthen Ethical Leadership
Make decisions aligned with ESG principles and organisational values. Champion responsible finance leadership.
Become Trusted
Advisors Status
Establish yourself as a strategic partner within the business. Support leadership teams with insight and guidance.
Create Long-Term Organisational Value
Drive meaningful improvements both commercially and socially. Contribute to business performance and community impact.
Meet Your Course Facilitators
Catherine Marks
VP of Finance at Depop
Ex-FP&A Lead at Virgin Media O2
Deloitte-trained
- Chartered Accountant with senior finance leadership experience across multiple industries.
- Former Head of Global Finance Academy at TUI Group — responsible for developing 3,500+ finance professionals across 42 countries.a
- Passionate about helping finance leaders step up, lead with confidence, and deliver real business impact.
Alice Clementi
Ex-Executive at Close Brothers Group
Chartered Accountant · Co-founder
of Charterpath
- Chartered Accountant with senior finance leadership experience across multiple industries.
- Former Head of Global Finance Academy at TUI Group — responsible for developing 3,500+ finance professionals across 42 countries.a
- Passionate about helping finance leaders step up, lead with confidence, and deliver real business impact.
Alex Marsh
Former UK CEO of Klarna
Non-Exec Director & Coach
PwC-trained
Alex combines fintech, non-profit, and boardroom experience. As co-founder of Charterpath, he empowers finance leaders to use their skills for good — whether in business, advisory roles, or community leadership.
- Chartered Accountant with senior finance leadership experience across multiple industries.
- Former Head of Global Finance Academy at TUI Group — responsible for developing 3,500+ finance professionals across 42 countries.a
- Passionate about helping finance leaders step up, lead with confidence, and deliver real business impact.
Explore How Leading with Impact Could Work for You
Dan Wells
Founder & CEO
dan.wells@growcfo.net
Zoe Allen
Head of Sales & Marketing
zoe.allen@growcfo.net
