title of presentation

title of presentation

CIPFA - growing the regions, building a better institute Mike Owen President Analysis last year Falling student numbers Rising average age Falling revenues CIPFA needs to become successful ! We need a new operating model We have three growth aims voice, members, income We need to invest through a development programme Development programme 1 Increasing UK membership 2 Expanding our product and services portfolio

3 Defining and improving our member offer 4 Increased direct international membership 5 Build an Institute to Institute offer 6 Raising CIPFAs profile, including in health 7 Public Audit Bill & New Syllabus to meet changing market 8 Improving our institute Successful progress to date - examples 1 Increasing UK membership winning NHS Graduate Scheme

5 Build an Institute to Institute offer MOUs with ICAP, ICAG 2 Expanding our product and services 6 portfolio Counter Fraud Centre launched, FM sales, FAS, BIQ Raising CIPFAs profile, including in health LG Finance Commission and involvement with FFF 3 Defining and improving our member 7 offer CMI resources free to

members Public Audit Bill & New Syllabus to meet changing market FRC - AQ approved, Charities SORP won 4 Increased direct international membership more UN bodies signed up, CIPFAJ Improving our institute - Robert St sold and move to a single London Office will yield c3m-4m 8 CIPFA global footprint is growing

Next steps, 2015 Policy From trade press to national media 2015 Manifesto PFM focus at WCOA Membership Build NHS, Academies and launch Charities Strategy Build overseas membership Drive BL5 strategy Drive PQ, Cert IPSAS, AQs, DipPFM CPAA, AAT MOUs Launch CPD offer and FCPFA Commercial Launch a Financial

Leadership Faculty New markets: Mutuals, Information Management, Corporate Partner MOUs with HFMA, SOLACE Organisational Governance Review Refresh the Development Programme The 2015 team A new Professional Qualification Our new PQ will be fully operational in 2016, though students at certificate level in 2015 will benefit We are innovating to ensure the PQ meets the needs of fast changing and increasingly diverse

public services The PQ will better reflect the needs of public finance practitioners, based around four competency levels: Steward, Enabler & Innovator, Business Partner and Leader Delivering a fit for purpose PQ Increase the focus on

commercial skills such as commissioning, contract negotiation, financial modelling, financial instruments, and partnership working. Provide greater portability Have more entry routes Enhance the Practical Experience Portfolio (PEP) by placing greater emphasis on the role of the employer. Enable greater flexibility around blended and online learning options. This includes a partnership with Calibrand to deliver e-learning and assessment. Diversifying entry routes 1

2 3 4 5 Level 3 NVQ or GNVQ, or Scottish equivalent GCSEs & A'levels Minimum required is three GCSE passes A-C and two Alevel passes from A-C (including Maths and English) Graduates from a range of disciplines AAT qualified Part qualified accountant 6. Fully qualified accountants e.g. ACCA, CIMA, ICAEW, ICAS or ICAI

just need to sit two papers 7 Chartered Internal Auditor (IIA) just three papers to sit 8 Senior finance professionals who dont hold a professional accountancy qualification will gain exemptions 9 Bye-law 5 membership for nominated accountants qualified with other bodies and of good standing within the sector 10 Bye-law 6 honorary membership for nominated professionals of good standing within the sector Developing the membership offer New resources and support Access to Management Direct - an

online support tool e-learning modules, checklists, ejournal articles, books Free full text online access to CIPFAs internationally renowned journal Public Money and Management Free selected publications for members Master classes online insight across a range of topics Improved Technical Enquiry Service our team of experts are on hand to help answer your questions An online members directory CIPFA needs you! We need your to help to grow member and student numbers

We need the regions to promote the PQ, holding regional PQ events to highlight the launch We need to recruit volunteers to visit employers and inform them about the exciting evolution of the PQ We need new dual members to increase our base Specifically we suggest

A Regional employer lead Recruits volunteers Increases employer visits Focus on NHS A Regional dual member lead Identifies target members Approaches and recruits members Both to work closely with our employer and member relations teams

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