Join experienced insolvency practitioner Kelly Goodman for a workshop exploring common financial challenges and how to avoid them

Whether your organisation is navigating uncertainty, planning for growth or simply looking to strengthen governance, this workshop will provide valuable insights and practical tools to take away.

Trustees, CEOs, senior managers and finance leads will benefit from a greater understanding their financial responsibilities, learn to recognise risks early and discover what practical steps can be taken to protect the organisations they serve.

During the session, Kelly will explore:

Trustees' financial duties and legal responsibilities

Early warning signs of financial distress

Understanding cash flow and financial sustainability

Managing reserves and restricted funds

The risks of relying on a single source of income

Financial information trustees should expect to receive

Common mistakes organisations make

When to seek professional advice

Options available when difficulties arise

Potential risks to trustees personally

Practical actions to improve resilience

A real-life case study showing how specialist support can help

There will also be an opportunity to ask questions and discuss challenges facing your own organisation.

About Kelly

Kelly started within the business rescue and insolvency industry over 13 years ago and qualified as a Licensed Insolvency Practitioner in 2024. Kelly advises on a wide range of corporate and personal insolvency matters and has particular experience and expertise in supporting charities and not-for-profit organisations facing financial challenges, providing pragmatic and sensitive advice tailored to their specific governance and regulatory requirements.

Description supplied by the event organiser.