Supporting your team - a manager's guide Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at managers | heads of | directors working in fundraising and marcomms leadership roles in UK hospices Please only sign up for this session if you have line management responsibility - - - Managing a team of fundraisers isn’t just about hitting targets - it’s about keeping your people motivated, engaged, and well-supported. Hospice fundraising comes with unique pressures, and as a manager, you play a crucial role in helping your team navigate them. This practical, interactive workshop will help you: ✅ Recognise the early signs of stress and burnout in your team ✅ Create a culture of support, resilience, and psychological safety ✅ Implement strategies to balance high performance with team wellbeing With real-life examples, discussion, and actionable takeaways, you’ll leave with the tools and confidence to be a stronger, more effective leader for your fundraisers. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Resilience, stress and boundaries - essential skills for fundraisers Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - Fundraising is tough. It’s emotionally demanding, fast-paced, and often unpredictable. To keep going, you need more than passion—you need resilience, stress management, and strong boundaries to protect your wellbeing. Join us for this interactive, practical workshop. You’ll learn: ✅ How to build resilience and stay steady under pressure ✅ The signs of stress and quick strategies to manage it ✅ How to set and maintain boundaries to prevent burnout This session isn’t just theory - we’ll share real-life tools, group discussions, and practical exercises to help you navigate the challenges of your role with confidence. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Annual General Meeting THE MEETING WILL BE RECORDED FOR NOTE TAKING PURPOSES ONLY
Sharing & Networking - Corporate Fundraising Session aimed at corporate fundraisers. THIS SESSION WILL NOT BE RECORDED
Turning the dial - positive changes for the future Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - You’ve made it through the toughest times—but what’s next? It’s time to shift gears and create positive, meaningful change in your work and wellbeing. This interactive workshop will help you: ✅ Move from survival mode to a proactive mindset ✅ Identify small, impactful changes that will make a big difference ✅ Build habits and strategies to sustain long-term success Using practical tools, real-world examples, and group discussions, you’ll leave with a clear plan to turn the dial and shape a brighter future for yourself and your fundraising role.
KBM Training & Recruitment is a leading provider of ACCA Courses, Accounting courses, and Assistant Accountant. We provide ACCA, AAT qualification support, professional guidance, and exam preparation to help learners succeed in the accounting and finance course. We offer expert guidance in financial reporting, performance management, financial asset management systems, and international financial reporting standards, helping learners gain real-world expertise.
In this 1 hour e-learning course which uses a Finance dataset (the same I use on the Financial Reporting with Power BI course), I cover how to leverage tools such as Power BI/ Fabric Copilot, and Generative AI tools more broadly, to automate the full end-to-end analytics workflow This workflow covers everything from requirements gathering to building a medallion lakehouse architecture in Microsoft Fabric, to setting up your data to work with Power BI Copilot and building a vector search index on your income statement results for automatic financial commentary generation. These technologies are revolutionizing business processes and analytical reasoning in areas such as finance. While Generative AI is often used for creative tasks like summarizing documents or generating content, its real potential lies in finance in automating data-heavy processes. Tasks like data cleaning, preparation, and modeling—often time-consuming and tedious—are critical for transforming raw data from financial and operational systems into actionable insights. In this course you’ll learn how to shape data, create calculations, and add context, enabling Generative AI to reason over it and deliver automated insights. By combining these tools effectively, you’ll drive meaningful business change through technology.
Power BI has been a boon to organisations, allowing them to get quicker time to insights and democratising access to powerful data analytics capabilities within business teams who understand the data best. But for many companies it has quickly grown into the “wild west” with hundreds or thousands of reports, datasets and workspaces with very little visibility of what data is being consumed in Power BI, who has access to it and what the “right” version of the data/logic is!With Power BI now part of Microsoft Fabric, these benefits and challenges have both increased multiple fold! This e-learning course is aimed at Fabric/Power BI administrators or those who need to work with these administrators (along with IT and security teams) to ensure that Fabric is enabled with the appropriate guardrails and controls! Learning Objectives: Know what “good looks like” with regards to Fabric/Power BI Governance – e.g. being able to have Fabric be an integral part of a data mesh operating model, high levels of maturity on the Fabric Adoption Roadmap. Understand how to organise workspaces/items around the data product requirements. Manage access permissions and security through workspace roles and implementation of technical controls (e.g. feature controls in the Fabric tenant settings, DLP, Sensitivity Labels) Understand the required data culture, executive sponsorship, roles & responsibilities, organisational structure and supporting tools for successful enablement and adoption of Microsoft Fabric across a large organisation Note that this e-learning course can be hosted in any Learning Management system and customised to your company. Please let us know if this is something you're interested in!
Learn how to effectively manage data breaches under GDPR regulations. Discover essential steps, from establishing a response plan to leveraging GDPR Data Protection Consultancy and gap analysis services. Ensure compliance and protect your organization.
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