Leading with Impact: Amplify the Impact of Your Finance Leaders
- CPD Hours / CPE Credits: 20
- Delivery: Virtual & In-Person Experiences
- Facilitators: Catherine Marks, Alice Clementi & Alex Marsh
FACILITATOR
Catherine Marks
Catherine led the O2 FP&A team through its merger with Virgin Media.
FACILITATOR
Alice Clementi
Alice is a Strategy & Risk consultant, and co-founder of Charterpath.
FACILITATOR
Alex Marsh
Alex is a co-founder of Charterpath and held Board roles in Banking, Fintech, Non-profits,. Also former UK CEO of Klarna.
Leading with Impact Course Overview:
WORKSHOP 1
THE STRATEGIC MINDSET
WORKSHOP 2
UNDERSTANDING YOUR STAKEHOLDERS
WORKSHOP 3
WHAT IS IMPACT?
WORKSHOP 4
CRITICAL EVALUATION
WORKSHOP 5
MAKING AN
IMPACT
WORKSHOP 6
BEING BETTER FINANCE LEADERS
Learning Outcomes
On completion of the Leading with Impact program, your finance leadership team will develop leadership impact skills and gain practical experience in the non-profit sector. This program also promotes skills-based volunteering which can support individuals with their ongoing professional development and has additional benefits for your organization such as boosting productivity, improving employee retention, and creating more business opportunities.
Course Reviews
But this program wasn't just theoretical; it's a guide to unlocking change along with practical exercises. It provides insights into effective strategies, sustainable systems, and the human side of transformation – rallying teams and fostering collaboration. The case study at the end of the course was eye opening!
In essence, the Finance Transformation program can be a roadmap in the continuing evolving finance world. Having the opportunity to be part of this program, I can confirm that it empowers professionals to lead their organizations toward meaningful progress. If you're ready to shape the future of finance, this program is your invaluable collaborator.
We covered a wide range of topics from managing stakeholders to creating a project plan and even analysing available software solutions (who knew there were so many!). Oliver Deacon is an engaging facilitator who managed to keep the energy and interest high throughout despite it being virtual. He delivered a combination of theory based models with practical examples and the chance to deep-drive into the week's specific topic via smaller break out rooms. I'm extremely impressed with the breath of subject matter covered and how relevant and applicable it was made to feel within an NHS context even though it wasn't aimed at a public sector audience.
As a CIMA finalist, this Transformation Boot Camp brought my Strategic level studies to life; especially in our final session where we worked through a Case Study and tied all the different elements together. I walked away feeling inspired and excited about the opportunities we have for progress in this area! Finally, the care taken with the workbooks and presentation materials is testament to the passion and pride taken by Oli and the GrowCFO team and I very much look forward to working with them again in the future.
Who is Leading with Impact for?
Aspiring Finance Leaders:
Ideal for finance business partners, and finance professionals seeking to develop strategic thinking and become catalysts for positive change in their finance functions.
Forward-Thinking Finance Leaders:
Individuals seeking to strengthen their stakeholder engagement or broaden their skillset to attain their first CFO or non-profit trustee role.
Senior Finance Leaders:
Individuals eager to expand their careers, demonstrate social impact, and adopt a non-profit trustee/non-executive director mindset.
Meet Your Course Facilitators
Catherine Marks
Finance Team Training Director
Catherine is an ICAEW FCA qualified at Deloitte, with twenty years finance and M&A experience in the TMT and financial services industries in the UK, Europe and the US.
She led both large and small finance teams and is the former Vice President / Finance Director of Depop, and led the O2 FP&A team through its merger with Virgin Media.
Her career has had a strong emphasis on business change and storytelling, having advised multiple executive teams on successful exit processes and finance integrations
Alice Clementi
Course Facilitator
Alice qualified as a chartered accountant with PwC in 2008, beginning a notable career in finance. She spent the next decade in the banking sector, holding executive roles at Close Brothers Group plc and C. Hoare & Co., gaining a deep understanding of financial management and strategic leadership.
Now, Alice is a Strategy & Risk consultant, leveraging her expertise to help organizations navigate financial complexities. She also co-founded and runs Charterpath, where their mission is to help chart a path between accountants and the non-profit sector, for more fulfilling careers and a stronger society.
Additionally, she chairs the Finance Committee at a leading independent school, and is acting as Chair of Trustees for a youth charity.
Alex Marsh
Course Facilitator
Alex has extensive board experience across the Banking, Fintech, and Non-profit sectors. His roles include Non-Executive Director, Board Advisor, Strategy Consultant, Executive Coach, Chair of Trustees, and School Governor. This diverse portfolio underscores his versatility and governance expertise.
Alex qualified as a chartered accountant with PwC, practicing in London and Sydney. His time at PwC gave him a strong foundation in financial management. He then spent ten years in leadership at Close Brothers Group plc.
Alex became the UK CEO of Klarna, leading the company’s operations and driving growth in the Fintech sector. In 2020 Alex co-founded Charterpath with Alice to inspire more finance professionals to volunteer their time and skills to help non-profit organisations.
Course Content
WORKSHOP 1
THE STRATEGIC MINDSET
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.
WORKSHOP 2
UNDERSTANDING YOUR STAKEHOLDERS
Building on the initial understanding of our stakeholders’ macro challenges, we discuss what it means to be truly empathetic and socially responsible, whether it is in a corporate, non-profit or personal situation. We practice empathy by reflecting further on the likely challenges faced by your non-profit partner organizations. We also provide you with the knowledge and resources to interpret non-profit financial reporting.
WORKSHOP 3
WHAT IS IMPACT?
We discuss what impact means on both a personal and social level. How can we optimize our own impact to better serve our stakeholders? And how can we help our non-profit partner organizations to achieve the social impact they aspire to?
We introduce the Charterpath Financial Health Check as a framework to help you accelerate establishing a position of trusted advisor and empower your non-profit partner organization to sustainably deliver their mission through impartial and actionable insights into their financial health.
WORKSHOP 4
CRITICAL EVALUATION
After working through the Charterpath Financial Health Check supported by optional drop-in sessions with our mentors, we regroup to consolidate learnings. We identify key observations and plan the discussion themes and approach for the upcoming (virtual) meetings with your non-profit leaders.
WORKSHOP 5
MAKING AN IMPACT
Following your (virtual) meetings with non-profit leaders and preparation of your draft board presentation, we regroup as an opportunity to rehearse and gather feedback from peers. We benefit from the combined insight of the group to ensure that your observations are clear, your recommendations are sensitively delivered and that you have anticipated likely questions. We explore how non-profits can optimize reporting their impact to different stakeholders.
WORKSHOP 6
BEING BETTER FINANCE LEADERS
In our final workshop, we share our experiences and identify key learnings on personal impact relevant for your role as corporate finance leaders. We reflect on how we can apply the non-executive mindset in your own organization.
We showcase the pathways available to finance professionals to increase their social impact, for example through tangible corporate ESG actions in your organization, or future trustee or other volunteer work in the non-profit sector.
Trusted and Accredited
Tools Your Team Will Learn
Strategic Mindset
Ability to see the big picture, set long-term goals and develop strategic plans to achieve them.
Problem Solving
Identifying problems, analysing root causes and devising effective solutions.
Critical Thinking
Critical evaluation of information to make reasoned judgements.
Stakeholder Engagement
Ability to quickly establish strong working relationships - across varied stakeholders.
Project Management
Navigate resource, information and timetable limitations or boundaries.
Listening & Influencing
Ability to convey ideas clearly and persuasively, actively listening and influencing.
Social Responsibility
Develop a greater sense of social responsibility and ethical finance leadership
Advisor
Establish position of expert advisor with a trustee or non-executive approach.
After Completing the Leading with Impact Program, Your Team will…
- Be able to see the big picture, set long-term goals, and develop strategic plans to achieve them.
- Be skilled in identifying problems, analyzing root causes, and devising effective solutions.
- Be capable of critically evaluating information to make reasoned judgments.
- Quickly establish strong working relationships across varied stakeholders.
- Adeptly navigate resource, information, and timetable limitations or boundaries.
- Convey ideas clearly and persuasively, with strong active listening and influencing skills.
- Develop a greater sense of social responsibility and ethical finance leadership.
- Establish a position as expert advisors with a trustee or non-executive approach.
- Demonstrate the ability to drive meaningful improvements in a charity’s financial health.
Case Studies
Case study title number 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Case study title number 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Case study title number 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Speak to Catherine or Shelly Today
to Book Your Team on this Course
Book a call with one of our finance team training directors to discuss your requirements and book your training.
Catherine Marks
Finance Team Training Director
Shelly Adams
Finance Team Training Director
