Dorset Charities Conference 2018 Speakers

Speaker Bios

The event, which is now in its seventh year, will continue to connect charities with leading sector suppliers and a wealth of expert speakers, who will be conducting informative presentations throughout the day providing an opportunity for delegates to earn CPD credits where applicable.

John Yates

Jon Yates, Chief Executive, Dorset Community Foundation

Before training with the Institute of Fundraising Jon spent 21 years in Management Accountancy with Zurich Financial Services. Jon has spent the last 10 years working with companies, trusts and individual donors to encourage local philanthropy as a way to address growing social need. “I am driven by a well-developed sense of fair play and working for a large Insurance Company never really did it for me. Community Foundations are based on fairness and I am very ambitious for Dorset’s and therefore for the local groups and people we are able to support through our grant making. Whether that be through strengthening the voluntary sector, levelling the educational playing field or ensuring our older residents are warm and safe in their homes.”

Jon has a first-class BA Hons in History from The Open University and is married with two children. A keen follower of rugby he also coaches at Junior level and like many people is a frustrated writer.

Ian Girling

Ian Girling – Chief Executive – Dorset Chamber of Commerce and Industry

Ian Girling is the Chief Executive of Dorset Chamber of Commerce and Industry. Ian has a very strong focus on taking the chamber up to the next level with the development of new services and benefits for members – and as the county chamber accredited by the British Chambers of Commerce, is working closely with town chambers and partner organisations to build a powerful and vibrant network to give a powerful voice to our business community.

Ian has proven track record in business support across the county over many years. With a strong focus on collaborative working, Ian is passionate about developing enterprise and an environment where businesses can flourish. Most recently Ian has led the development of the pioneering Young Chamber programme, building bridges and partnerships between education and business. Ian is passionate about support for the 3rd sector with a large number of charities actively engaged with Dorset Chamber.

Ian Jones

Ian Jones – Head of Regional Community Partnerships at Bournemouth University

Ian’s role is to work across all areas of the University ensuring it plays a full, socially responsible and active role within the surrounding region. This is done through engagement that enhances the economic, environmental, and cultural fabric of the community.

Claire

Dr Claire Routley – Legacy Fundraising

Dr Claire Routley has worked in fundraising for over fifteen years, for charities large and small. In 2011, she completed a PhD looking at why people choose to leave charitable legacies. She is now a fundraising consultant, a tutor for the Institute of Fundraising’s qualification courses and a research fellow at Plymouth University’s Hartsook Centre for Sustainable Philanthropy. She is also a member of Rogare’s international advisory panel, and was recently named AFP’s emerging scholar 2017.

Teachers Building Society logo

Bev Jesse – Teachers Building Society

Teachers Building Society was founded in 1966 by the National Union of Teachers (now the National Education Union) to help teachers onto the property ladder. To support this objective, we offer a variety of competitive savings accounts for charities and businesses which are available nationally.

If you’re looking for a home for your charity funds or a budget for an upcoming event, we offer a suite of savings options available exclusively to registered charities and community fundraising associations.

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Chris Beale – Poole Council for Voluntary Service

Since graduating in 1989, Chris has worked in the voluntary sector; starting in supported housing for disabled people and then managing hostels for homeless people and offenders with mental health needs.

Since 1999 he has been Chief Executive of Poole Council for Voluntary Service.

Poole CVS supports other charities and voluntary organisations with their work. They offer a range of services including funding advice, support with setting up and developing an organisation and managing/recruiting staff and volunteers. They provide networking opportunities and support organisations with their engagement with the statutory and private sectors. They also manage a volunteer centre, which promotes volunteering, supports people to find voluntary placements and helps organisations develop quality volunteering placements.

Compliance Panel Bios

Jen Richardson - Audit & Charities Director at Ward Goodman

Jen Richardson – Head of Charities, Ward Goodman

Jen is a Chartered Accountant at Ward Goodman with 10 years of experience working in the audit department of a “Big 4” firm. She holds the Diploma in Charity Accounting and is a member of the ACCA Charity Technical Advisory Group. As well as her professional career, Jen shows a great deal of dedication to other local community organisations. She is the Treasurer of ‘The Labrador Rescue Trust’ and ‘The East Dorset Open Water Swimming Club’ as well as the Honorary Treasurer of ‘The Wimborne Chamber of Trade and Commerce’ and ‘United Nations Lymington’. Jen has taken part in various projects including the collaborative strategic review project with the ICAEW and the charity commission and charity surgeries with Bournemouth and Poole CVS.

Geoff

Geoff Trobridge – Head of the Charities and Social Enterprise Team, Lester Aldridge LLP

Geoff trained and worked as a company and commercial solicitor before joining the Charity Commission as an in house lawyer in 2001. He was subsequently the deputy head of the Legal Framework Function in the Taunton office of the Commission, dealing with all aspects of the registration and regulation of charities. In 2005 he rejoined private practice and is now Head of the Charities and Social Enterprise Team at Lester Aldridge LLP.

Sarah Wrixon

Sarah Wrixon – Summers & Co. Independent Insurance Brokers

Summers & Co are an independent family run brokerage & specialise in all forms of general insurance, we are happy to provide insurance advice for your charity, cyber cover, vehicle & property to your business, farm, liabilities, special events & much more. We have access to a large panel of top rated insurers providing cover for all your needs at competitive premiums. We offer free quotations, advice & reviews on all forms of insurance with no obligations, by appointment, face to face, telephone, email & letter or visit us at the office whichever suits best providing value for money & peace of mind. 

With family business values we care about our clients & offer a local feel wherever they are in the world. We are there when it counts, guiding you through the pitfalls of insurance small print & the claims process. We are at the cutting edge of the insurance industry with old-fashioned values. 

PERLEGE VERBA! Do contact us, we’re here to help! 012023 870700 – theteam@summersinsurance.co.uk

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.




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