Reserves - Managing them in challenging economic times

Join Zoe Longstaff-Tyrrell, Audit Director at RSM, for an insightful session exploring the critical role of reserves in the charity and independent school sectors. Drawing on over 20 years of experience, Zoë will demystify key questions such as:

· How much should your organisation hold in reserves?

· When is it appropriate to spend them?

· How can reserves be managed effectively during economic uncertainty?

This session will offer practical guidance on balancing financial resilience with strategic flexibility, helping trustees and finance leaders make informed decisions. Whether you're reviewing your reserves policy or navigating current challenges, Zoë’s expert perspective will provide clarity and confidence.

Zoë Longstaff-Tyrrell is an Audit Director at RSM UK, based in the Gatwick office, specialising in the charities and independent schools sector. With over 20 years’ experience, she provides expert advice on audit, assurance and financial reporting. Zoë is a recognised thought leader in the sector, having designed and delivered training courses for both clients and colleagues at RSM. She has served as a technical screener for the Charities Online Accounting Awards and holds the ICAEW Diploma in Charity Accounting, underscoring her deep commitment to excellence in charity financial governance.

RSM UK is a leading provider of audit, tax and consulting services to the middle market. With over 5,400 partners and staff operating from 31 locations across the UK, RSM combines deep sector expertise with a collaborative approach to help clients navigate complex challenges and unlock opportunities. As part of the global RSM network, which spans more than 120 countries, the firm supports organisations with international ambitions by delivering seamless cross-border solutions and insights.

At the heart of RSM’s approach is the power of being understood. The firm invests in building strong relationships with clients, taking time to understand their goals, risks and operating environments. Whether supporting charities, independent schools, pension schemes or corporates, RSM delivers tailored advice that helps leaders make confident decisions. Their commitment to quality, innovation and sector-specific knowledge ensures clients receive not just compliance, but strategic value from every engagement.

The event will be open from 17.50 for you to log on. Please mute your self upon entry.