1. Rebecca Lees
Chief Financial Officer
WORLD VISION AUSTRALIA
Leanne Raven
Chief Executive Officer
SIDS AND KIDS
Lindsay Kelly
Chief Financial Officer
LINK HOUSING
Tyrone McCuskey
Chief Executive Officer
MCCALLUM DISABILITY
Benefits:
Build organisational capability
through leveraging existing
resources & strategic data
reporting
Innovate funding sources,
business models & diversify
revenue streams
Leverage collaborative
partnerships to deliver
financial outcomes in a
competitive landscape
Key Speakers
Not-for-Profit
Financial Sustainability
1st & 2nd March 2016, Sydney Boulevard Hotel
Innovating funding mechanisms, sources & business models to thrive financially
phone 1300 316 882 fax 1300 918 334 registration@criterionconferences.com www.criterionconferences.com/event/nfs/
Register 3 delegates at the ‘standard
price’ & bring a 4th delegate FREE!*
Practical strategies & case
studies that capitalise on
change to become a mission-led
& for-purpose organisation
> see inside for more
Mid & Post
Conference Workshops
Driving innovation in funding
sources & business models to
diversify revenue streams
How to achieve robust
reporting to ensure
organisational sustainability
A
B
Endorsed by

2. To register
phone 1300 316 882
fax 1300 918 334
registration@criterionconferences.com
www.criterionconferences.com/event/nfs/
Plus key contributions from:
Sandy Chakravarty
Australian Red Cross
Wendy Haigh
Benevolent Society
David Crosbie
Community Council for Australia
(CCA)
Heather Smith
Save the Children Australia
Lisa Grinham
CAF Australia
Simon Rountree
Camp Quality
Elyse Sainty
Social Ventures Australia
Maha Abdo OAM
Muslim Women Association
& Linking Hearts
James Kliemt
Queensland Police
Dr Genevieve Nelson
The Kokoda Track Foundation
Helen Connealy
Hamlin Fistula Ethiopia
(Australia)
Jerie Schmidt
St John’s Hospital SA
Peter Quarmby
Community 21
Sharrin Wells
FARE
“This marks a huge milestone towards the delivery of one of the
largest social policy reforms in our nation’s history.” -
16 September 2015, Malcolm Turnbull, Prime Minister of Australia
on signing the NDIS Agreement
SAVE $300 when
you register & pay by
27th November 2015*
You will learn how to:
• Build organisational capability through leveraging existing
resources & evidence based data reporting
• Innovate funding sources, business models & diversify revenue
streams
• Leverage collaborative partnerships to deliver financial outcomes
in a competitive landscape
Fostering innovation & capitalising on
change to become financially profitable
Funding stands as the single-most critical challenge impacting the
viability of the NFP sector. The industry is incredibly competitive,
grants are harder to access and funding preferences are ever
changing. A backdrop such as this can dramatically impair an
organisation’s strategic decision making thereby impacting
investment strategies, resources and most importantly, threaten the
sector’s financial sustainability.
This conference examines strategies to capitalise on change in an
otherwise flat market and ways to achieve a fundamental shift in the
way the sector operates itself.
Capture the pulse of the industry, on its way to transforming its roots
to becoming increasingly mission-led, yet, for-purpose in its model to
thrive financially in the future.
Who will attend?
•• CFOs
•• Board Members
•• CEOs
•• Finance Managers
•• Partnership Managers
•• Integration Managers
•• Services Development
•• Business Managers
Sponsorship opportunities
We work closely with corporate partners to create unique
and innovative tailored sponsorship packages that best meet
your specific marketing, business development and corporate
entertainment objectives.
Contact Stephen Crowe on 02 9239 5730 and find out how you can
make your mark on this industry.

3. Day 1
Tuesday 1st March 2016
8:00 Registration, coffee & networking
8:30 Opening remarks from the Chair
Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFO
St John’s Hospital SA
Leverage existing resources & strategic reporting to
meet outcomes
9:20 Getting Boards to invest in social strategy by
demonstrating ROI
• Engagement is an investment
• What’s your ROI: Ensuring engagement translates into financial returns
• Plan a robust strategy by leveraging your existing resources and assets
Helen Connealy, Chief Executive Officer
Hamlin Fistula Ethiopia (Australia)
10:30 Morning tea & networking
11:00 Innovation in funding structures
• Leveraging existing skills and measuring outcomes
• Commercialising existing resources to generate funds
• How this can be an innovative alternate revenue stream
Simon Rountree, Chief Executive Officer
Camp Quality
12:20 Networking lunch
2:00 Sustainability beyond the quick fix
• Leveraging existing resources to demonstrate value in a highly competitive
landscape
• Managing and mitigating risks with unpredictable government funding
• Understanding the critical issues informing this sector to increase financial
sustainability into the future
David Crosbie, Chief Executive Officer
Community Council for Australia (CCA)
2:40 A not-for-profit merger experience on a small budget
• Restructuring the federated structure from a governance and management
perspective
• How do you know if this is the solution?
• Learning from failure and moving forward
• Leveraging existing assets and resources to achieve financial targets that
can be directed towards the NFPs purpose
Leanne Raven, Chief Executive Officer
SIDS and Kids
3:20 Afternoon tea & networking
Innovate funding sources, business models &
diversify revenue streams
3:50 Developing investment strategies in a flat market
• What options can NFPs consider?
• Defining and assessing the organisation’s risk appetite
• Having a clear investment mandate aligned to your organisation
Sharrin Wells, Chief Financial Officer
Foundation for Alcohol Research & Education (FARE)
4:30 Determining outcomes for social impact bonds
• Challenges in measuring outcomes
• Determining the right payment metric
• Determining the counterfactual
Elyse Sainty, Director, Impact Investing
Social Ventures Australia
5:10 Closing remarks from the Chair & close of day one
5:30 Mid conference workshop A commences
INTERACTIVE ROUNDTABLE
1:20 Discuss ways you can innovate and leverage existing
resources to create alternate sources of revenue
KEYNOTE
8:40 Why transparency is a key driver for robust
reporting
• Planning a strategic approach to annual reporting
• Aligning external with internal reporting to meet outcomes
Rebecca Lees, Chief Financial Officer
World Vision Australia
KEYNOTE
11:40 Social media investment is not about money: If
you are not doing it yet, do it now
• Integrating social media as standard practice
• Be simple, be smart, be real and focus on your content
• Measuring impact on investment: Long term goals are not realised by
obsessing over short term outcomes
James Kliemt, Senior Digital Media Officer
Queensland Police
10:00 SPEED NETWORKING
In this interactive section, you will have the opportunity to meet all the
delegates in short 60 second bursts, exchange business cards and set up
valuable conversations for the rest of the event.

4. Day 2
Wednesday 2nd March 2016
www.criterionconferences.com/event/nfs/ #NFPFinance Australian Not-for-Profits blog.criterionconferences.com
SAVE $200 when you register
& pay by 18th December 2015*
8:00 Welcome, coffee & networking
8:30 Opening remarks from the Chair
Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFO
St John’s Hospital SA
9:20 The wizards of odds: Mergers, management teams &
mixed outcomes
• Mergers: The pain after the thrill
• Management teams: The Board’s role in shaping them
• Mixed Outcomes: Identifying opportunities, risk taking and best practice
Lindsay Kelly, Chief Financial Officer
Link Housing
10:30 Morning tea & networking
11:00 Is your business viable now & what will it look like in the
post-NDIS environment?
• Maintain viability when funding is in the hands of the customer
• Minimising risk to viability and revenue base
• Why flexibility and innovation are key to becoming financially sustainable
Tyrone McCuskey, Chief Executive Officer
McCallum Disability
11:40 Capability planning & post-merger considerations
• Maintaining the energy, what can due diligence tell us about the post-merger
environment
• Bringing together systems, practices and culture of two organisations
• Making sure 1 + 1 > 2
Heather Smith, Integration Manager
Save the Children Australia
12:20 Networking lunch
2:00 The impact of social impact bonds on the funding of social
services
• SIBs in the funding spectrum and the implications of SIBs for core funding
• Managing a program for outcomes
Wendy Haigh, Executive Director, Social Investment
Benevolent Society
Leverage collaborative partnerships to deliver
financial outcomes in a competitive landscape
2:40 Strategic partnerships: Why we need to invest in human
resources
• How a shared service or responsibility can financially support the
organisation and enable better outcomes
• Uniting diverse specialised services and skills for a shared vision
• Capitalising on your strengths to foster new alliances
Maha Abdo OAM, Chief Executive Officer
Muslim Women Association & Linking Hearts
Also facilitating Post conference workshop B
3:20 Afternoon tea & networking
3:50 Maximise corporate partnerships as an alternate source of
funding
• Sustaining recurring income
• Identifying successful models for leveraging corporate partnerships
• How boards are instrumental in leveraging business connections
Lisa Grinham, Chief Executive Officer
CAF Australia
4:30 Partnerships & diversifying revenue for small NFPs
• Why small NFPs should diversify revenue at an early stage
• Return on investment: Philanthropy versus Government
• Innovating in-kind & financial partnerships to deliver outcomes
Dr Genevieve Nelson, Chief Executive Officer
The Kokoda Track Foundation
5:10 Closing remarks from the Chair & close of conference
5:30 Post conference workshop B commences
KEYNOTE
8:40 Achieving an operational model innovation for
future proofing
• Establishing metrics to drive targets for financial sustainability
• Forecasting and future proofing in a changing funding landscape
• Achieving a functional organisational transformation to become a
social business
Sandy Chakravarty, Chief Financial Officer
Australian Red Cross
Also facilitating Mid conference workshop A
PANEL DISCUSSION
1:20 Mergers & acquisitions in a mission driven
environment
• Mergers from a governance perspective
• It’s not just about money: Responding to change and delivering on mission
• Aligning the history of the company with personal identity
Heather Smith, Save the Children Australia
Leanne Raven, SIDS and Kids
Lindsay Kelly, Link Housing
10:00 SPOTLIGHT
In this interactive session you will gain a better understanding of
organisations present within the room and the different challenges they face

5. Workshops
Key industry leaders explore strategies to
strengthen reporting & help you innovate
revenue streams
SAVE $100 when you register
& pay by 29th January 2016*
How to achieve robust reporting
to ensure organisational
sustainability
Post Conference Workshop B
Wednesday 2nd March 2016, 5.30pm – 8.30pm
Price: $499 + GST
In a highly competitive landscape, robust reporting is instrumental to the
sustainability of an organisation. It is the new way of professional service.
If this is not done right internally, it not only impacts the identity of the
organisation, but also the financial sustainability in the future. Processes
need to be streamlined and risk mitigated. In short, if your reporting is not
transparent and outcome driven, you do have a problem.
This workshop will cover:
• How to capture, report and analyse costs and data to make evidence
based decisions
• What are the practical tools and best practice reporting?
• Strategies to strengthen internal reporting
What will you take away by attending:
• Streamline your processes and measure outcomes
• Align expectations of staff, management and boards
• Long term planning to assess the limitations of the reserve
Your workshop leader:
Jerie Schmidt, Not-for-Profit Specialist Consultant and formerly CFO,
St John’s Hospital SA
Jerie, a Certified Practicing Accountant, has had experience across the
Not for Profit Industry as a CEO, CFO, General Manager and Consultant.
She was formerly the CFO at St John’s Ambulance SA and her expertise
has contributed to reporting transformation for organisations in both the
financial framework and reporting including measurement of social impact.
Maha Abdo OAM, Chief Executive, Muslim Women Association
& Linking Hearts
Maha is a widely respected Muslim woman activist, serving on many
advisory committees, and respected by all groups that she works with. She’s
received many awards, such as 2014 NSW Human Rights Ambassador and
the 2013 NSW Premier’s Multicultural Medal
* Refreshments & dinner provided
Driving innovation in funding sources
& business models to diversify revenue
streams
Mid Conference Workshop A
Tuesday 1st March 2016, 5:30pm – 8.30pm
Price: $499 + GST
The NFP sector is at the forefront of tremendous change. Instead of merely
responding to a changing landscape, a new vision is required to enable
sustainable growth models to emerge. To be able to transform the future and
become a self-sustaining for-purpose entity, NFPs demand a fundamental
paradigm shift in the way they operate and thrive financially.
This workshop will cover:
• Mechanisms and tools to become a strategic, self-sustaining organisation
• Innovative funding sources, channels and operating models
• Strategies to remain client focused and deliver outcomes
• Techniques to build organisational resilience to manage this fundamental
change
• How to forge a collaborative, rather than a competitive model
What will you take away by attending:
• Innovative sources of funding and business models
• Manage cash flow, budget and forecasting for the future
Your workshop leader:
Sandy Chakravarty, Chief Financial Officer, Australian Red Cross
Sandy is a highly accomplished, dynamic and internationally experienced
finance executive with an exemplary leadership background in business
strategy and is currently the CFO at the Australian Red Cross.
Peter Quarmby, Executive Director, Community 21
Peter brings over 30 years of not-for-profit sector experience to his role as
Community 21’s Executive Director. In 2014, Peter was named as one of
the 25 most influential people in the Australian Not for Profit sector in the
inaugural Pro Bono Australian Impact 25.
* Refreshments & dinner provided

6. How To Register
Team Discounts
Register 3 delegates at the ‘standard price’ & bring a 4th delegate FREE
Please note that the standard price will be charged for team discounted registrations,
early bird prices are not available for registrations utilising team discounts.
Delegates must be registered at the same time from the same organisation in order to receive
the team discount. For larger group bookings call us on 1300 316 882 to find out how you may
qualify for greater discounts.
Venue Accommodation
Sydney Boulevard Hotel
90 William Street
Sydney NSW 2011
Ph: 02 9383 7222
Delegate Details
Please complete: (Please photocopy for additional delegates)
DELEGATE ONE
Delegate Firstname: ____________________________________________________
Delegate Surname: _____________________________________________________
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Department/Branch: ____________________________________________________
Company/Organisation: __________________________________________________
Email: ______________________________________________________________
Telephone: _________________________ Mobile: _________________________
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Signature: ___________________________________________________________
Approving Manager’s Name: _______________________________________________
Cancellations
Should you be unable to attend, a substitute delegate is welcome at no extra charge.
The company regrets that no cancellations will be refunded, course documentation will,
however, be sent to the delegate. For an event cancelled by Criterion Conferences registration
fees are fully refundable.
Privacy Policy:
Any information provided by you in relation to this conference is being collected by Criterion
Conferences ABN: 50 878 562 414 and will be added to our database with the primary purpose
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Changes to Conference and Agenda:
Criterion Conferences reserves the right to alter the programme without notice and is not
responsible for any loss or damage or costs incurred as a result of substitution, alteration,
postponement or cancellation of any event.
Event Prices
If there is a package you require that is not mentioned above, please contact us and we will
be happy to provide you with a quote. GST is charged at 10%. Registration fee includes
lunch, refreshments and conference documentation. Please contact us for any special dietary
requirements. Full payment must be received prior to the conference to ensure admission.
Delegates may not “share” a pass between multiple attendees. Workshop attendees must also
register for the conference. *Early bird prices subject to availability.
How To Pay
Number of delegates: _________________ Total amount $____________________
Credit card: Call us on 1300 316 882 to register and pay with your
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Cardholder’s name: _____________________________________________________
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Please invoice me Purchase Order No:__________________________________
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Registration Page
Criterion Conferences ABN: 50 878 562 414
Not-for-Profit
Financial Sustainability
1st & 2nd March 2016, Sydney
aqua.3914
Please call the Sydney Boulevard Hotel on
02 9383 7222 and quote the code ‘GA006529’
to receive your discounted accommodation rate!
Subject to availability.
Tick relevant box
Book & pay by
27 Nov, 2015*
Book & pay by
18 Dec, 2015*
Book & pay by
29 Jan, 2016*
Standard
price after
29 Jan, 2016*
Standard rates
2 Day Conference $1999 + GST
= $2198.90
SAVE $300
$2099 + GST
= $2308.90
SAVE $200
$2199 + GST
= $2418.90
SAVE $100
$2299 + GST
= $2528.90
Upgrade your package with our Mid & Post Conference Workshops
Mid Conference Workshop A $499 + GST = $548.90
Post Conference Workshop B $499 + GST = $548.90
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Online: www.criterionconferences.com/event/nfs/ Fax: 1300 918 334
From outside Aust +61 2 8188 1760
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