Rebecca Lees Chief Financial Officer

WORLD VISION AUSTRALIA

Leanne RavenChief Executive Officer

SIDS AND KIDS

Lindsay KellyChief Financial Officer

LINK HOUSING

Tyrone McCuskeyChief Executive Officer

MCCALLUM DISABILITY

Benefits: Build organisational capability

through leveraging existing resources & strategic data reporting

Innovate funding sources, business models & diversify revenue streams

Leverage collaborative partnerships to deliver financial outcomes in a competitive landscape

Key Speakers

Not-for-ProfitFinancial Sustainability

1st & 2nd March 2016, Sydney Boulevard Hotel

Innovating funding mechanisms, sources & business models to thrive financially

phone 1300 316 882 fax 1300 918 334 registration@criterionconferences.com www.criterionconferences.com/event/nfs/

Register 3 delegates at the ‘standard price’ & bring a 4th delegate FREE!*

Practical strategies & case studies that capitalise on change to become a mission-led & for-purpose organisation

> see inside for more

Mid & Post Conference Workshops

Driving innovation in funding sources & business models to diversify revenue streams

How to achieve robust reporting to ensure organisational sustainability

A

B

Endorsed by

To register phone 1300 316 882 fax 1300 918 334 registration@criterionconferences.com www.criterionconferences.com/event/nfs/

Plus key contributions from:

Sandy ChakravartyAustralian Red Cross

Wendy Haigh Benevolent Society

David CrosbieCommunity Council for Australia (CCA)

Heather SmithSave the Children Australia

Lisa GrinhamCAF Australia

Simon RountreeCamp Quality

Elyse SaintySocial Ventures Australia

Maha Abdo OAMMuslim Women Association & Linking Hearts

James KliemtQueensland Police

Dr Genevieve NelsonThe Kokoda Track Foundation

Helen ConnealyHamlin Fistula Ethiopia (Australia)

Jerie SchmidtSt John’s Hospital SA

Peter QuarmbyCommunity 21

Sharrin WellsFARE

“This marks a huge milestone towards the delivery of one of the largest social policy reforms in our nation’s history.” - 16 September 2015, Malcolm Turnbull, Prime Minister of Australia on signing the NDIS Agreement

SAVE $300 when you register & pay by 27th November 2015*

You will learn how to:• Build organisational capability through leveraging existing

resources & evidence based data reporting• Innovate funding sources, business models & diversify revenue

streams • Leverage collaborative partnerships to deliver financial outcomes

in a competitive landscape

Fostering innovation & capitalising on change to become financially profitable Funding stands as the single-most critical challenge impacting the viability of the NFP sector. The industry is incredibly competitive, grants are harder to access and funding preferences are ever changing. A backdrop such as this can dramatically impair an organisation’s strategic decision making thereby impacting investment strategies, resources and most importantly, threaten the sector’s financial sustainability.

This conference examines strategies to capitalise on change in an otherwise flat market and ways to achieve a fundamental shift in the way the sector operates itself.

Capture the pulse of the industry, on its way to transforming its roots to becoming increasingly mission-led, yet, for-purpose in its model to thrive financially in the future.

Who will attend?

• CFOs • Board Members • CEOs • Finance Managers

• Partnership Managers • Integration Managers • Services Development • Business Managers

Sponsorship opportunities

We work closely with corporate partners to create unique and innovative tailored sponsorship packages that best meet your specific marketing, business development and corporate entertainment objectives.

Contact Stephen Crowe on 02 9239 5730 and find out how you can make your mark on this industry.

Day 1 Tuesday 1st March 2016

8:00 Registration, coffee & networking

8:30 Opening remarks from the Chair

Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFOSt John’s Hospital SA

Leverage existing resources & strategic reporting to meet outcomes

9:20 Getting Boards to invest in social strategy by demonstrating ROI

• Engagement is an investment• What’s your ROI: Ensuring engagement translates into financial returns • Plan a robust strategy by leveraging your existing resources and assets

Helen Connealy, Chief Executive OfficerHamlin Fistula Ethiopia (Australia)

10:30 Morning tea & networking

11:00 Innovation in funding structures• Leveraging existing skills and measuring outcomes • Commercialising existing resources to generate funds • How this can be an innovative alternate revenue stream

Simon Rountree, Chief Executive OfficerCamp Quality

12:20 Networking lunch

2:00 Sustainability beyond the quick fix • Leveraging existing resources to demonstrate value in a highly competitive

landscape • Managing and mitigating risks with unpredictable government funding• Understanding the critical issues informing this sector to increase financial

sustainability into the future

David Crosbie, Chief Executive OfficerCommunity Council for Australia (CCA)

2:40 A not-for-profit merger experience on a small budget • Restructuring the federated structure from a governance and management

perspective • How do you know if this is the solution? • Learning from failure and moving forward• Leveraging existing assets and resources to achieve financial targets that

can be directed towards the NFPs purpose

Leanne Raven, Chief Executive OfficerSIDS and Kids

3:20 Afternoon tea & networking

Innovate funding sources, business models & diversify revenue streams

3:50 Developing investment strategies in a flat market • What options can NFPs consider? • Defining and assessing the organisation’s risk appetite• Having a clear investment mandate aligned to your organisation

Sharrin Wells, Chief Financial OfficerFoundation for Alcohol Research & Education (FARE)

4:30 Determining outcomes for social impact bonds• Challenges in measuring outcomes• Determining the right payment metric• Determining the counterfactual

Elyse Sainty, Director, Impact InvestingSocial Ventures Australia

5:10 Closing remarks from the Chair & close of day one

5:30 Mid conference workshop A commences

INTERACTIVE ROUNDTABLE1:20 Discuss ways you can innovate and leverage existing

resources to create alternate sources of revenue

KEYNOTE8:40 Why transparency is a key driver for robust

reporting• Planning a strategic approach to annual reporting • Aligning external with internal reporting to meet outcomes

Rebecca Lees, Chief Financial OfficerWorld Vision Australia

KEYNOTE11:40 Social media investment is not about money: If

you are not doing it yet, do it now• Integrating social media as standard practice • Be simple, be smart, be real and focus on your content• Measuring impact on investment: Long term goals are not realised by

obsessing over short term outcomes

James Kliemt, Senior Digital Media OfficerQueensland Police

10:00 SPEED NETWORKING

In this interactive section, you will have the opportunity to meet all the delegates in short 60 second bursts, exchange business cards and set up valuable conversations for the rest of the event.

Day 2Wednesday 2nd March 2016

www.criterionconferences.com/event/nfs/ #NFPFinance Australian Not-for-Profits blog.criterionconferences.com

SAVE $200 when you register & pay by 18th December 2015*

8:00 Welcome, coffee & networking

8:30 Opening remarks from the Chair

Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFOSt John’s Hospital SA

9:20 The wizards of odds: Mergers, management teams & mixed outcomes

• Mergers: The pain after the thrill• Management teams: The Board’s role in shaping them• Mixed Outcomes: Identifying opportunities, risk taking and best practice

Lindsay Kelly, Chief Financial OfficerLink Housing

10:30 Morning tea & networking

11:00 Is your business viable now & what will it look like in the post-NDIS environment?

• Maintain viability when funding is in the hands of the customer• Minimising risk to viability and revenue base • Why flexibility and innovation are key to becoming financially sustainable

Tyrone McCuskey, Chief Executive OfficerMcCallum Disability

11:40 Capability planning & post-merger considerations• Maintaining the energy, what can due diligence tell us about the post-merger

environment• Bringing together systems, practices and culture of two organisations • Making sure 1 + 1 > 2

Heather Smith, Integration ManagerSave the Children Australia

12:20 Networking lunch

2:00 The impact of social impact bonds on the funding of social services

• SIBs in the funding spectrum and the implications of SIBs for core funding• Managing a program for outcomes

Wendy Haigh, Executive Director, Social InvestmentBenevolent Society

Leverage collaborative partnerships to deliver financial outcomes in a competitive landscape

2:40 Strategic partnerships: Why we need to invest in human resources

• How a shared service or responsibility can financially support the organisation and enable better outcomes

• Uniting diverse specialised services and skills for a shared vision • Capitalising on your strengths to foster new alliances

Maha Abdo OAM, Chief Executive OfficerMuslim Women Association & Linking HeartsAlso facilitating Post conference workshop B

3:20 Afternoon tea & networking

3:50 Maximise corporate partnerships as an alternate source of funding

• Sustaining recurring income• Identifying successful models for leveraging corporate partnerships • How boards are instrumental in leveraging business connections

Lisa Grinham, Chief Executive OfficerCAF Australia

4:30 Partnerships & diversifying revenue for small NFPs• Why small NFPs should diversify revenue at an early stage • Return on investment: Philanthropy versus Government• Innovating in-kind & financial partnerships to deliver outcomes

Dr Genevieve Nelson, Chief Executive OfficerThe Kokoda Track Foundation

5:10 Closing remarks from the Chair & close of conference

5:30 Post conference workshop B commences

KEYNOTE8:40 Achieving an operational model innovation for

future proofing• Establishing metrics to drive targets for financial sustainability • Forecasting and future proofing in a changing funding landscape • Achieving a functional organisational transformation to become a

social business

Sandy Chakravarty, Chief Financial Officer Australian Red CrossAlso facilitating Mid conference workshop A

PANEL DISCUSSION1:20 Mergers & acquisitions in a mission driven

environment• Mergers from a governance perspective• It’s not just about money: Responding to change and delivering on mission • Aligning the history of the company with personal identity

Heather Smith, Save the Children AustraliaLeanne Raven, SIDS and KidsLindsay Kelly, Link Housing

10:00 SPOTLIGHT

In this interactive session you will gain a better understanding of organisations present within the room and the different challenges they face

WorkshopsKey industry leaders explore strategies to strengthen reporting & help you innovate revenue streams

SAVE $100 when you register & pay by 29th January 2016*

How to achieve robust reporting to ensure organisational sustainabilityPost Conference Workshop B Wednesday 2nd March 2016, 5.30pm – 8.30pm Price: $499 + GST

In a highly competitive landscape, robust reporting is instrumental to the sustainability of an organisation. It is the new way of professional service. If this is not done right internally, it not only impacts the identity of the organisation, but also the financial sustainability in the future. Processes need to be streamlined and risk mitigated. In short, if your reporting is not transparent and outcome driven, you do have a problem.

This workshop will cover:• How to capture, report and analyse costs and data to make evidence

based decisions• What are the practical tools and best practice reporting? • Strategies to strengthen internal reporting

What will you take away by attending: • Streamline your processes and measure outcomes• Align expectations of staff, management and boards • Long term planning to assess the limitations of the reserve

Your workshop leader:

Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFO, St John’s Hospital SA

Jerie, a Certified Practicing Accountant, has had experience across the Not for Profit Industry as a CEO, CFO, General Manager and Consultant. She was formerly the CFO at St John’s Ambulance SA and her expertise has contributed to reporting transformation for organisations in both the financial framework and reporting including measurement of social impact.

Maha Abdo OAM, Chief Executive, Muslim Women Association & Linking Hearts

Maha is a widely respected Muslim woman activist, serving on many advisory committees, and respected by all groups that she works with. She’s received many awards, such as 2014 NSW Human Rights Ambassador and the 2013 NSW Premier’s Multicultural Medal

* Refreshments & dinner provided

Driving innovation in funding sources & business models to diversify revenue streams Mid Conference Workshop A Tuesday 1st March 2016, 5:30pm – 8.30pm Price: $499 + GST

The NFP sector is at the forefront of tremendous change. Instead of merely responding to a changing landscape, a new vision is required to enable sustainable growth models to emerge. To be able to transform the future and become a self-sustaining for-purpose entity, NFPs demand a fundamental paradigm shift in the way they operate and thrive financially.

This workshop will cover:• Mechanisms and tools to become a strategic, self-sustaining organisation• Innovative funding sources, channels and operating models • Strategies to remain client focused and deliver outcomes • Techniques to build organisational resilience to manage this fundamental

change • How to forge a collaborative, rather than a competitive model

What will you take away by attending: • Innovative sources of funding and business models • Manage cash flow, budget and forecasting for the future

Your workshop leader:

Sandy Chakravarty, Chief Financial Officer, Australian Red Cross

Sandy is a highly accomplished, dynamic and internationally experienced finance executive with an exemplary leadership background in business strategy and is currently the CFO at the Australian Red Cross.

Peter Quarmby, Executive Director, Community 21

Peter brings over 30 years of not-for-profit sector experience to his role as Community 21’s Executive Director. In 2014, Peter was named as one of the 25 most influential people in the Australian Not for Profit sector in the inaugural Pro Bono Australian Impact 25.

* Refreshments & dinner provided

How To Register

Team DiscountsRegister 3 delegates at the ‘standard price’ & bring a 4th delegate FREEPlease note that the standard price will be charged for team discounted registrations, early bird prices are not available for registrations utilising team discounts. Delegates must be registered at the same time from the same organisation in order to receive the team discount. For larger group bookings call us on 1300 316 882 to find out how you may qualify for greater discounts.

Venue AccommodationSydney Boulevard Hotel90 William StreetSydney NSW 2011Ph: 02 9383 7222

Delegate DetailsPlease complete: (Please photocopy for additional delegates)DELEGATE ONE

Delegate Firstname: ___________________________________________________

Delegate Surname: ____________________________________________________

Job Title: ___________________________________________________________

Department/Branch: ___________________________________________________

Company/Organisation: _________________________________________________

Email: _____________________________________________________________

Telephone: ________________________ Mobile: ________________________

Postal Address: ______________________________________________________

Signature: __________________________________________________________

Approving Manager’s Name: ______________________________________________

CancellationsShould you be unable to attend, a substitute delegate is welcome at no extra charge.The company regrets that no cancellations will be refunded, course documentation will, however, be sent to the delegate. For an event cancelled by Criterion Conferences registration fees are fully refundable.

Privacy Policy:Any information provided by you in relation to this conference is being collected by CriterionConferences ABN: 50 878 562 414 and will be added to our database with the primary purposeof contacting you with regards to ongoing research, product development and providing youwith information about future Criterion Conferences products and services. If you do not wishto be contacted for these purposes, please tick here when you fax back your registration.We may also share information from our database with other professional organisations(including our event sponsors) to promote relevant services. Please tick here if you do notwant your details to be passed on and send this form back to us. Changes to Conference and Agenda:Criterion Conferences reserves the right to alter the programme without notice and is not responsible for any loss or damage or costs incurred as a result of substitution, alteration, postponement or cancellation of any event.

Event Prices

If there is a package you require that is not mentioned above, please contact us and we willbe happy to provide you with a quote. GST is charged at 10%. Registration fee includeslunch, refreshments and conference documentation. Please contact us for any special dietaryrequirements. Full payment must be received prior to the conference to ensure admission.Delegates may not “share” a pass between multiple attendees. Workshop attendees must alsoregister for the conference. *Early bird prices subject to availability.

How To Pay

Number of delegates: ________________ Total amount $ ___________________

Credit card: Call us on 1300 316 882 to register and pay with your

Visa Mastercard American Express

Cardholder’s name: ____________________________________________________

Card No.: _______________________________________ Expiry: ___________

Signature: __________________________________________________________

Please invoice me Purchase Order No: _________________________________

Bank Transfers

Registration Page

Criterion Conferences ABN: 50 878 562 414

Not-for-Profit Financial Sustainability 1st & 2nd March 2016, Sydney

aqua

.391

4

Please call the Sydney Boulevard Hotel on 02 9383 7222 and quote the code ‘GA006529’ to receive your discounted accommodation rate! Subject to availability.

Tick relevant box

Book & pay by 27 Nov, 2015*

Book & pay by 18 Dec, 2015*

Book & pay by 29 Jan, 2016*

Standard price after 29 Jan, 2016*

Standard rates

2 Day Conference $1999 + GST = $2198.90 SAVE $300

$2099 + GST = $2308.90 SAVE $200

$2199 + GST = $2418.90 SAVE $100

$2299 + GST = $2528.90

Upgrade your package with our Mid & Post Conference Workshops

Mid Conference Workshop A $499 + GST = $548.90

Post Conference Workshop B $499 + GST = $548.90

Calculate your ticket price $________________

Audio Presentation Please send me ________ set(s) $999 + GST = $1098.90

Commercial Solution Providers

$3699 + GST = $4068.90

Online: www.criterionconferences.com/event/nfs/ Fax: 1300 918 334 From outside Aust +61 2 8188 1760

Tel: 1300 316 882 From outside Aust +61 2 9239 5700 Mail: Criterion Conferences Pty Ltd

PO Box R1478Royal Exchange, NSW 1225Email: registration@criterionconferences.com

CC*WEB

Account Name: Criterion Conferences Pty LtdBranch: Broadway, NSW, AustraliaAddress: SHOP LG 4/5 THE BROADWAY S/C, Broadway, NSW 2007, Australia

Bank Name: Westpac BSB Code: 032-249Account Number: 23-2532Ref: 4983

Cheque - Please make payable to Criterion Conferences Pty Ltd & mail to: Criterion Conferences, PO Box R1478, Royal Exchange, NSW 1225, Quote 4983 on the remittance.