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Round table discussion Weds 24th Sept 09.30 to 10.30am.

Explore how charities are collaborating to streamline back-office operations and unlock savings through shared services.

Event Date: 24.09.2025

Event Location: Online

Shared Services Round Table 24th September 09:30 – 10:30

Our next round table discussion on Wednesday 24th September from 09.30 to 10.30am will explore how charities are collaborating to streamline back-office operations and unlock savings through shared services.

With increasing pressure on resources, joint working offers a powerful way to enhance efficiency, reduce duplication, and strengthen impact.

Three sector leaders will share their experiences of implementing shared service models—from finance and HR to IT and even leadership—highlighting both the challenges and the transformative benefits. This session is ideal for charity professionals interested in practical insights, peer learning, and exploring opportunities for collaboration.

  1. Valerie Boggs began her journey with TaxAid as a Helpline Adviser, offering direct support to vulnerable taxpayers navigating complex tax issues. She then progressed to the role of Advice Director, where she spent three years overseeing the charity’s tax guidance and outreach efforts. In November 2019, she was appointed Chief Executive Officer of both TaxAid and Tax Help for Older People, leading the organisations as a joint CEO. Valerie will share her story and talk about what she has learned from her experience
  2. Andrew Bryant is the Financial Director for CASEwork Services, a UK-based not-for-profit that provides affordable back-office support—such as finance, HR, and governance services—to small charities and social enterprises. Andrew is responsible for overseeing financial strategy and ensuring compliance, he will be sharing his experience on what has worked well for his clients
  3. Stephen Elsden has over 35 years’ experience in the UK charity sector as both employee and Trustee for more than 10 separate organisations. He was most recently spent 15 years as Chief Executive of a service delivery charity in Kent, before moving into freelance consulting in 2024, including work as a consultant for Eastside People.

With increasing pressure on resources, joint working offers a powerful way to enhance efficiency, reduce duplication, and strengthen impact.

Cara Evans, Head of Mergers and Partnerships

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