I qualified as an accountant in the corporate sector in 1996 and very soon after specialised in the charity and independent school sector. I provided audit and advisory services for over 20 years with a focus now on just advisory work. Examples of the projects I have carried out can be found in the case studies on the website. Taking the opportunity to develop my interest in risk I recently achieved the Certificate of International Risk Management. A qualification that draws on a diverse range of sectors and support the charity sector.
I accepted my first trusteeship in 2007 at Orley Farm School Trust where I was a governor and Chair of the Finance & General Purpose Committee for almost 12 years. Currently I am a governor at Plymouth College and chair the Finance Committee and I am a governor of St Ignatius College, a voluntary aided Jesuit school. For the last 9 years I have been the treasurer of the Nightingale Cancer Support Centre, a charity close to my home which helps our local community live through cancer, and became the Chair in September 2019. Through these roles I have gained tremendous insight into the practical challenges facing trustees and governors regarding compliance, adopting best practice and just running a successful organisation in an increasingly difficult environment.
My interest in financial governance risk has developed over many years. I regularly write on the topic and I have spoken at conferences for the Charity Finance Group, the Independent Schools Bursars’ Association, AGBIS and Civil Society. I believe we must be thinking beyond ticking boxes and just being compliant.
For those of you that have worked with me, it will not be a surprise to you that I have focussed my new practice on making sure that financial governance is robust, risk management is effective and we are future proofing our charities and schools.