Club Finance Summit

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


First Name
Last Name
Position at club
Club / organisation

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09.00 – 09.15Welcome and Summit OverviewTorbjorn Johansson & David Balden, CCM
09.15 – 10.30Setting 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 – 10.45BREAK
10.45 – 12.00The language of finance : what the treasurer needs you to know
Breaking down key terms and clarifying real meanings
Adam Wilkinson, Wealthvox
12.00 – 13.00LUNCH
13.00 – 14.00Financial 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 – 14.15BREAK
14.15 – 15.45Club 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 – 16.00Closing Remarks & Q&ATorbjorn “Toby”  Johansson


Debra Adams

Adam Wilkinson

Rick Leitman

John McCormack CCM