2024 Member Day - Responsible Finance

Our 2024 Member Day is for members, partners, stakeholders and supporters of community and social purpose finance. It’s a day to learn, share best practice, and find new ways to boost access to finance for people, businesses and social enterprises.

Weds 27 November 2024 at the Bluecoat Contemporary Arts Centre in the heart of Liverpool.

For CDFI chief executives, senior management teams, chairs and board members, and colleagues at every level and across operational areas: the Member Day will support your organisational and professional development.

We are grateful to NatWest Group, Lloyds Bank, Unity Trust Bank, Soar and Ethex for their support of the member day.

The Member Day includes practical workshops, networking and peer-to-peer support to learn from and with others tackling similar issues. We have co-designed the day alongside members. You, your team and board will leave the day inspired, informed, supported and empowered, with new tools to develop your organisation.

BOOK your places here

Agenda

• 9:30 – 10:00 Registration and refreshments, catch up with colleagues in other CDFIs • 10:00 – 10:15 Welcome: Theodora Hadjimichael, CEO, Responsible Finance • 10:15 – 11:00 Building our network • 11:00 – 11:25 Refreshments, catch up with colleagues in other CDFIs • 11:25 – 12:40 Workshops Round 1 – choose from:

1A Improving customer outcomes: learnings from NatWest Business Development Programme (Personal lending)
1B Unlocking scale for enterprise lenders: optimising the end-to-end customer journey (Business lending)
1C Understanding the new policy environment: what it means for social and impact investors (Social enterprise lending)
1D Increasing referrals: learning from new pilots (Business, personal and social enterprise lending)

• 12:40 – 13:40 Lunch break, catch up with colleagues in other CDFIs • 13:40 – 14:55 Workshops Round 2 – choose from:

2A The FCA’s Consumer Duty: Insights and future requirements (Personal lending)
2B Marketing strategies to increase customer acquisition for enterprise lenders (Business lending)
2C How will Artificial Intelligence impact social enterprise and business lending? (Social enterprise and business lending)
2D Attracting funding and investment that best suits your business model (Personal lending, micro lending)

• 14:55 – 15:20 Refreshments, catch up with colleagues in other CDFIs • 15:20 – 15:50 Plenary: How we shape our future – Theodora Hadjimichael, Responsible Finance CEO, and panel • 15:50 Closing address • 16:00 Drinks reception

Delegate fees

Responsible Finance Members: £155+VAT for a single delegate ticket, and £105+VAT for each additional ticket for your organisation. Non-members: £185+VAT per delegate ticket.

Book your places here

Please email with any other questions about the Member Day.

Our thanks to our sponsors for their support of the member day:

NatWest Group

NatWest Group is a UK-focused banking organisation, serving over 19 million customers, with business operations stretching across retail, commercial and private banking markets. We’re dedicated to serving our customers. By being there throughout their lives, we can build long-term value, invest for growth, make a positive contribution to our communities and drive attractive returns for shareholders. Our focus is to continue building a great bank, powered by great people and delivering fantastic service to our customers. About NatWest Group

Lloyds Bank

Lloyds Bank is committed to supporting British business. Our ambition is to be a partner in the regeneration of the UK’s regions, stimulating increased investment to generate economic growth, working with business leaders and local and regional government to help create thriving communities. We want to unlock lending to local communities via CDFIs, helping to support businesses through inclusive funding as well as enabling the CDFI sector to scale. www.lloydsbank.com

Triodos Bank

Triodos Bank UK provides specialist, sustainable finance for businesses and organisations. We believe banking can be a catalyst for making greater social and environmental impact and we can help support more organisations to make positive change. Triodos has a strong track record of supporting accredited CDFIs. www.triodos.co.uk

Unity Trust Bank

Unity Trust Bank is an award-winning commercial bank that uses banking to improve the lives of UK communities. For nearly 40 years, we have helped businesses and organisations to prosper and address social, economic and environmental needs. We offer day-to-day banking services and aim to become the bank of choice for all socially-minded organisations. www.unity.co.uk

Ethex

Ethex is an established and trusted direct impact investment platform. For the past 10 years, they have connected thousands of everyday people with extraordinary projects, making it easy for them to use their money to support a range of organisations taking real steps to create climate positive solutions, building stronger communities and reducing poverty. In the past decade, over £120 million has been invested via Ethex by people who want to use their money to do good. www.ethex.org.uk

Soar

Soar is committed to building a better financial society through technology. Our cloud-based platform empowers ethical financial institutions, such as and community lenders and credit unions, to grow, compete, and thrive. With bespoke automation tools, seamless integration, and a focus on scalability, Soar supports institutions that put people first. Together, we can make financial services more inclusive, efficient, and impactful. www.soar.tech