01 Nov 2016
8am - 9:45am
Event Hosted By
Bircham Dyson Bell
Shaking a can to raise money won’t work in a future where cashless card payments dominate. When your donors absorb most of their news and information on their smartphone, can you provide timely and relevant updates on your charity’s activities direct to their phone, in a format, and with functionality, which works? As the Millennials grow-up and become the significant donors of the future, is your charity ready to engage and form relationships with a different generation of donors? And is your charity’s board ready to cope with the fast-moving technology of today and tomorrow, and reflect on what it means for governance?
If you don’t know your Instagram from your Twitter, or you’re worried about the governance aspects of digital communications, this charity breakfast briefing is for you.
Julie graduated with a First in Law from the University of Edinburgh and after qualifying as a lawyer, she specialised in tax and private client work, including philanthropy and the creation and management of charities. Since joining Standard Life in 2004, Julie has worked in a range of specialist roles across law, tax and financial planning and is the Charities Specialist at Standard Life Wealth.
As a charity board director and finance committee member, Julie has first-hand experience of a range of charity governance activities. These include changing a charity’s governing document and reviewing its investment policy to reflect its charitable purposes. Julie sits on the Ethical Funds Advisory Group at Standard Life Investments, which is part of the governance of its ethical funds. A number of her published articles focus on this ethical investment policy theme.
Julie’s experience of ‘digital’ arose from being the first consumer commentator to use twitter and LinkedIn in her role for Standard Life. In 2016, she was invited by the Scottish charity regulator OSCR and SCVO to speak at an event on the theme of digital transformation and governance. With her risk management experience, Julie has insight into the processes and governance required to ‘get digital right’, when it comes to its use as an enabler for communications with a range of stakeholders, including donors and beneficiaries from a charity’s perspective.