25th May 2023 – online
We are in exceptional times where financial uncertainty has affected us all. In this topical and engaging Finance Summit we will discuss financial planning, current trends and best practice as well as finding out what it is exactly that the Treasurer needs you to know by breaking down key terms and clarifying real meanings!
This is also a great opportunity to bring along your Treasurer or CFO and enjoy a day of education together.
Book your seat now as places are limited to 45 delegates on the day.
The Summit will be recorded and circulated to all who have signed up for the day
Registration
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Programme
| Time | Session | Speaker |
| 09.00 – 09.15 | Welcome and Summit Overview | Torbjorn Johansson & David Balden, CCM |
| 09.15 – 10.30 | Setting the scene What do we see happening right now with regards to spending trends, prices, salaries and other things that affect the club industry | Debra Adams, Arena4Finance |
| 10.30 – 10.45 | BREAK | |
| 10.45 – 12.00 | The language of finance : what the treasurer needs you to know Breaking down key terms and clarifying real meanings | Adam Wilkinson, Wealthvox |
| 12.00 – 13.00 | LUNCH | |
| 13.00 – 14.00 | Financial Club trends and key financial data from a GM perspective Learnings from 20 years as GM, now gathered financial data from clubs | John McCormack, CCM FCCA |
| 14.00 – 14.15 | BREAK | |
| 14.15 – 15.45 | Club Financials During Challenging Times During this session we will discuss options for managing clubs during challenging times, while maintaining the levels of service and quality that memberships deserve. Dealing with financial uncertainty can bring on challenges and stress, but it can also help foster new ideas. | Rick Leitman, CFO The Club at Mediterra, US |
| 15.45 – 16.00 | Closing Remarks & Q&A | Torbjorn “Toby” Johansson |
Speakers
Debra Adams
Adam Wilkinson
Rick Leitman
John McCormack CCM
