Charity Finance Managers' Forum for Members of The Wheel: Dublin - 8 December 2017

Training provider: 
The Wheel
Date / time: 
8 Dec 2017 - 11:00am - 1:00pm
Sarasin & Partners, 120 St. Stephen's Green, Dublin 2
Price details: 
This event is free and exclusive to members of The Wheel only, but registration is a must.
Finance Managers Forum - 8 Dec
Register now for The Charity Finance Managers' third forum, the last of 2017 and featuring a selection of engaging speakers covering the most relevant and pressing financial issues facing our sector today.

This event is exclusive to members of The Wheel. Book your place here.

Course details: 

The final Charity Finance Managers' Forum of 2017, this latest event is designed to provide members with the most stimulating inputs and insights, along with facilitated networking and on-going targeted support.

We'll have some truly engaging inputs from noted experts and innovators in the field of nonprofit finance. The agenda will be as follows:

  1. Ruadhri Duncan and Melanie Roberts of Sarasin & Partners will provide a brief overview on some key aspects which influence the management of long term investment portfolios including the investment decisions for donor-advised funds and endowment funds.
  2. Tony Ward, The Wheel's Director of Finance will provide a timely update on the new VAT compensation scheme.
  3. Bernie Bryan, Finance Director and Susan McIlreavy, Finance Manager from Special Olympics Ireland will deliver a very special input on the financial challenges and issues facing charities from the front line.  
  4. And, Paul Jackson, CEO of the Hospital Saturday Fund (HSF), will discuss HSF's substantial charitable giving remit, which sees the organisation support charities in the UK and Ireland to the tune of over £1m per annum.

This Forum represents an excellent opportunity for you to take part in a facilitated discussion on key issues facing financial leaders in the community, voluntary and charity sector in Ireland.

It will also provide you an invaluable opportunity to access peer-to-peer support and learning from the experiences of others - and to network and connect with your colleagues from across the sector!

Register now to attend.

About The Wheel's Community of Interest Initiative

This event is part of a wider initiative of The Wheel which provides facilitated opportunities for the most senior staff, CEO's and board members of communities of interest to come together. Through these Communities The Wheel will keep our members informed, enabling a space for discussion & networking; and to feed into the public policy agenda for The Wheel when relevant.



Tony Ward, Director of Finance, The Wheel

Tony studied accountancy after completing his BComm in UCD in 1985 and qualified as a chartered accountant in 1989. He worked in Deloitte from 1989 to 1991 and with a smaller accountancy practice during the mid-1990s.
Tony Ward
From 1995 to 2003 he worked as a consultant engaged in a variety of projects dealing with acquisitions and mergers, hotel management and a number of smaller private and nonprofit Organisations.
In 2003, having previously worked with an organisation that had received EU funding for an employment initiative, he joined WRC, Social and economic Consultants as a finance director for the EQUAL EU-funded programme in Ireland (€31.7m over 6 years) and worked with beneficiary projects.
From 2012 to 2016 Tony took up the position as Head of Fundraising with Fighting Blindness, an Irish based charity that raised €1.5 - €2m per annum to fund research, and provide advocacy and counselling for those affected by sight loss.
In June 2016 Tony joined The Wheel as Director of Finance and is a key member of the management team.

Ruadhri Duncan, Partner, Charities (Sarasin & Partners)

Ruadhri has over 15 years of investment experience in the fund management Ruadhriindustry, where he has operated as both a fund manager and a charity trustee.
After leaving the Army he started work with Leopold Joseph and Sons where he completed his fund management exams. In 1999 he moved to Newton Investment Management, where he worked within the charities department for over 12 years, joining Sarasin & Partners in 2011.
Ruadhri is a Governor of Maidwell Hall School and a trustee of the Army Cadet Force Association.

Kindly Supported by:

Newman's Own Foundation

Who Should Attend: 

This event is suitable for senior staff, CEO's and board members of community and voluntary organisations.

How to Register: 

This event is exclusive to members of The Wheel, but registration is essential.

This event is exclusive to members of The Wheel. Book your place here.

Your Community of Interest Coordinator

Tony Ward, Director of Finance, The Wheel
Ph: (01) 454 8727

Course contact details

01 454 8727