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Social Investment 2014: Innovations in funding


KEYNOTE SPEAKERS: JOHN SWINNEY Cabinet Secretary for Finance and Sustainable Growth


KENNETH FERGUSON The Robertson Trust

CHRIS MORRIS Local Energy Scotland

Social Investment 2014: Innovations in funding Following on from the success of our Social Investment 2013 Conference and the ongoing reception of SI magazine, we are delighted to bring you Social Investment 2014; Innovations in Funding for Economic Growth on March 13th 2014. This event is supported by the Scottish Charity Finance Group, ACOSVO, Foundation Scotland, Social Enterprise Scotland, Children in Scotland and SI magazine. Our event sponsors are Charity Careers Scotland and Virtuo Wealth Management. With on-going austerity measures and Westminster budget cuts affecting budgets for Scottish Government, Scotland’s local authorities and public bodies there has been an inevitable and increasing reduction in both spending onservices and preventative spend to tackle Scotland’s social problems. In spite of this Scotland’s third, social enterprise and social funding sectors have remained resilient and undertaken steps to adapt to these changes and reinforce these sectors which will serve to be a major driver of Scotland’s economic recovery through efficient and cost effective service provision and a willingness to be at the forefront of the generation of much needed jobs. In this event we will examine the lessons of the past year and developments for the year and years to come such as the potential of the sector to tap into renewable energy assets for sustainable long term funding, new initiatives which will bring long term funding to the sector and new legal mechanisms which will allow the sector in Scotland to reap the rewards of payment by results models. As the new mechanisms and funding sources above are long term models they present a real opportunity for the organisations that can and do embrace them to plan for several years ahead and provide increased number of the high quality services it already provides while creating much needed new, high-quality jobs and career development of employees to help stimulate the economy.

SPECTRUM EVENTS Spectrum Events produce conferences addressing issues and developments within a variety of fields including social investment, sustainability, funding, communities, the environment and regeneration. Our events are designed to allow delegates to be informed on the issues in question by thought leaders and industry experts and also to engage with a variety of other stake holders and potential partners from across all the relevant industries and sectors to our subject matter. Our events, therefore, serve as genuine drivers for new business and new partnerships through wider cross-sector and inter-disciplinary interaction.

Who should attend this event? This event is of great relevance to: • • • • • • • • • •

Charitable Trusts CDFIs Representatives of the banking sector CEOs and Directors of third sector organisations and charities Finance Directors and Managers Fundraisers HR Directors and Managers Representatives of Government agencies working with the third sector, in economic development or employability Representatives of Scottish Government departments working with the third sector, in economic development or employability Representatives of local government departments working with the third sector, in economic development or employability






A review of the Year Gone by and New Priorities

Innovation and Impacts Workshops

Finding new sources of funding





Intro from the chair Pat Armstrong, Chief Executive, ACOSVO Opening Address John Swinney, Cabinet Secretary for Finance and Sustainable Growth Lessons from the past 12 months and the role of large and small scale funding Kenneth Ferguson, CEO, The Robertson Trust Risk Capital: The next steps for social investment Alastair Davis, Chief Executive, Social Investment Scotland

10:10 The evolving role of philanthropy in Scotland Nick Addington, Head of Philanthropy Services, Foundation Scotland and the Philanthropy Fellowship

Workshops in this session will include; •

Investing in people and realising the benefits of HR and job creation Facilitated by Bruce Tait of Bruce Tait Associates Ethical Investment – Scott Murray, Managing Director, Viruo Wealth Management Understanding and utilising Social Impact Measurement – Facilitated by Mark Graham, PWC

11:15 Workshop session 1 11:55 Workshop session 2 12:35 Lunch

13:50 Funding and support to realise local renewable energy generation Chris Morris, Project Manager, Local Energy Scotland 14:10 Developing the social housing market Carduus representative 14:30 Understanding SIIP contracts Ian Marr, CEO, Aberdeen YMCA 14:50 Closing remarks from the Chair 15:00 Close

13:30 Workshop session 3

10:25 Delivery case study Angela Morgan, CEO, Includem 10:40 Q&A 11:00 Break

Registration Form


Social Investment 2014: Innovations in funding

Registration To book your place at this event, complete the form below and return it using the details at the bottom of the page. A member of the Spectrum team will then be in touch to confirm your booking. Or to register online please visit Delegate details Title

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Conference fees Please tick Private sector delegate £145


Voluntary and public sectors delegate £115 + VAT Payment by card Payment by invoice

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Social Investment 2014  

Social Investment 2014 will explore new innovations in funding for the sector to help provide quality services, create jobs and create a fai...