Specialist knowledge for non-profits, made accessible

• Date: 14th April 2026 to 2nd June 2026

• Time: 2.00pm-3.15pm UK / 9.00am-10.15pm ET (75min) - Exact time may vary due to speaker availability‍ ‍

• Duration: 1 hr 15min (60min content + 15min Q&A)

• Format: Live Online

• Course Type: Focus

• For: Researchers, Fundraisers, Directors - UK, US, International

• Purchasing mid-way through course: if you purchase a ticket part way through the series, we can share recordings of all sessions thus far if the speakers have consented to allow recording of their session

Insider Series

Welcome to a new series where we explore a day in the life of senior leaders actually working in High Finance sectors. The sessions are designed to provide in role real world experiences and perspectives for not for profits researchers and major gift fundraisers, helping us to understand the world of our senior donors better.‍ ‍

Overview

As philanthropy professionals, we are often researching and developing relationships with senior individuals across specialist sectors. Yet, we don’t always have a clear understanding of their roles in depth — their day-to-day responsibilities, key concerns, and how they view success.

This special series bridges that gap. Across 6 sessions, professionals from investment banking, angel investment, private equity, wealth management, M&A and more will share their career journeys, sector expertise, and reflect on what charity professionals could consider when engaging with prospects. 

Key Learning

Each session offers valuable insights into these specialist roles, helping us build more authentic, effective relationships for philanthropy.

• What is it like to work as a Fund Manager or in Private Equity?

• What are their daily roles & responsibilities?

• What are their key concerns?

• What was it like to sell your company? 

• What are the busy periods? 

• How do these professionals view success? 

The programme will combine expert speakers with context-setting discussions from our in-house team and provide ample opportunity to get all those burning questions answered!

Speakers

• Sophie Milliken MBE, founder and CEO of Moja Group is here to talk to us about her experience as an Angel Investor. At Moja Group she helps entrepreneurs and executives raise their profiles and become recognised authorities in their industries. A multi award-winning businesswoman, proud mum, and passionate advocate for the North East, Sophie is the co-founder of City Ladies Networking, hosting events in Newcastle, London and Paris. She also chairs Smart Works North East, where she has doubled the number of unemployed women supported with interview coaching and clothing, and is a Founding Ambassador for Every Child Needs a Mentor. Sophie serves on the North East Combined Authority Business and Economy Board and is a Non-Executive Director at the North East Business and Innovation Centre. She hosts the hit podcast Beyond the Bio, and her third book, From Unknown to Unforgettable is out now.

• Ceris Morris, Philanthropy and Development Specialist - Ceris’s career spans over 35 years including working as Director of Global Fundraising at the University of Sheffield, she co-led the University’s fundraising campaign, exceeding the £300 million target. 

• Phillip Haines, Co Founder at Capsule CRM - Phillip is co-founder of Capsule CRM. He played a key role in successfully building and scaling the business through to acquisition (sale), and now sits on the board as a Non-Executive Director. 

• John Atkin, Investment Director - John’s career spans over 30 years at multiple big name financial institutions and has specialism in Fixed Income investment Management

• Andy Smith, most recently Vice President at Corporate & Investment Bank J.P. Morgan - Andy is an experienced professional with almost 10 years in the Investment Banking sector

• Rob Travis, Senior Investment Director at Rathbones‍ - ‍Rob’s career and experience is in creating investment strategies for HNW clients to ensure they are investing appropriately for their goals

• Shaun Horan, Senior Director at Huron - Shaun has nearly 30 years’ experience of fundraising and engagement experience. He has operated at executive-level in university management, income generation, strategy and external relations for the last two decades. He advises organisations in higher education and non-profits, spanning fundraising, engagement, strategy and governance.

Quick Glance Schedule

• Session 1: ‘Investment Banking & Finance Sector', with John Atkin, Investment Director, and Andy Smith at J.P. Morgan - Tuesday 14th April 2026, 2pm BST,

• Session 2: ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones‍ - Tuesday 21st April 2026, 2pm BST,

• Session 3: ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership - Tuesday 28th April 2026, 2pm BST

• [Break]

• Session 4: ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines - Tuesday 19th May 2026, 10am BST

• Session 5: ‘My Big Gifts - A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist - Tuesday 26th May 2026, 2pm BST

• Session 6: ‘Private Equity and Angel Investment’, with Sophie Milliken, Angel Investor and CEO of Moja Group - Tuesday 2nd June 2026, 2pm BST

Sessions Synopsis

• Session 1 - ‘Investment Banking & Finance Sector’, with John Atkin, Investment Director, and Andy Smith, recently of J.P. Morgan

  Tuesday 14th April 2026, 2pm BST

  Join our two speakers to learn about their different roles in the Investment sector, how they work with clients and insights from their combined 40 years experience.

• Session 2 - ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones‍

  Tuesday 21st April 2026, 2pm BST

  Rob’s career working with HNWIs to strategise their wealth planning is a valuable conversation for any fundriasing professional who wants to engage effectively with HNWIs.

• Session 3 - ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership

  Tuesday 28th April 2026, 2pm BST

  Speak with experienced fundraising professional and consultant Shaun about growing and the decision to be involved in the acquisition of his business. Gain insights into why he wanted to be acquired, what it was like and what fundraising professionals should be aware of when approaching a prospect in these circumstances.

• [Break]

• Session 4 - ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines, Co Founder at Capsule CRM

  Tuesday 19th May 2026, 10am BST

  Philip has grown Capsule CRM and has recently been through a company sale process, learn from his person motivations and experience about the complex world of company sales such as Private Equity and Company Sales brokers. Gain insights to what fundraising professionals should be aware of when approaching a prospect in these circumstances. 

• Session 5 - ‘My Big Gifts: A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist

  Tuesday 26th May 2026, 2pm BST

  Our final session focuses on the practical application of topics we’ve covered in our IHF series, how do we manage our senior relationships to a major gift? Explored with on the gorund experiences shared by an experienced philanthropy sector leader who has securded donations from 100k to £5m+

• Session 6 - ‘Angel Investment and Private Equity’, with Sophie Milliken, Angel Investor and CEO of Moja Group

  Tuesday 2nd June 2026, 2pm BST

  Learn about the Angel investment and Private Equity space from a an award winning professional, learn about her impressive career and how she has turned her hand to scaling up other Entrepreneurs. Gain practical insights into how founders step into the world of High Finance. How they assess opportunities, and how I think about risk in a practical, real-world way and sector insights support fundraisers who are working with Angel Investors and Private Equity prospects.

Session Structure

Each speaker to cover:

• Opening presentation by the guest speaker

• About their company/sector: overview and key dynamics

• Career path: personal journey and typical progression routes

• Experience working in the sector: client base, working style, success factors, busy periods

• Philanthropy: reflections on philanthropy, and what charity professionals should consider when approaching individuals in this sector

• Interactive Q&A with attendees

Timings

• Scene Setting - by PyroTalks CIC - 15min

• Guest Talk - by Guest Speaker - 20-30min

• Live Q&A - with Guest Speaker - 15-20min

• Debrief & Discussion - by PyroTalks CIC - 10-15min

Who is it for?

• Prospect Researchers - all experience levels

• Major Gift Fundraisers

• Heads or Directors of Philanthropy

• Any organisation engaged or aspiring to major gift fundraising

• Key principles are relevant internationally

PyroTalks CIC Host

Jonathan Jeffery, Co Founder PyroTalks CIC

Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.

Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.

After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.

Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.

Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.

Recordings

We aim to record all series and share them with attendees as a resource for your team thereafter.

Note, not all speakers may wish for their session to be recorded, so we encourage all participants to attend live as much as possible to make this an enhanced learning experience.

Tickets

• Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team

• Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.

• Includes Handout + Access to Recording for up to 1 month.

• Concession tickets ideally for charities with 1m or less income, though any organisation with restricted training budget is welcome to select this option

• Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.

• All funds raised go back into the CIC aims.

• Duration: 90 minutes

• Format: Live Online

• Course Type: Essentials

• For: Prospect Researchers, Fundraisers, Directors

Overview

Go from zero to hero in 90 minutes. This training course will provide you with a foundation and key terms to understand company accounts which you can use to enhance your fundraising and understanding of wealth.

Full course spec download here.

Key Learning

• Why LTD, PLC and LLP structures matter

• Understanding key financial statements and key reporting dates

• Understand the 5 key terms - profit, cash, depreciation, net assets and enterprise value

• Magic metrics; the not so secret secrets from an insider

• Company ownership – who owns what?

About the Speaker

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Recording

Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.

• Date: Held, 30th June 2020

• Duration: c90 minutes

• Format: Live Online

• Course Type: Essentials

• For: Prospect researchers, Insight analysts

Overview

If you are wondering what a financial market is, who are the key players, the differences between a fund manager, hedge fund manager, a banker and where they hold their wealth – this is the course for you. This is a quick-fire introduction to the financial world that will give you the fundamental knowledge needed to undertake prospect research.

Full course spec download here

Key Learning

• The key players in financial markets

• Differences in company structure

• Key information held in company accounts

• Sources of wealth and tracking their performance

About the Speaker

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

Recording

Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.

• Date: Held, 14th July 2020

• Time: 10am to 12:00pm

• Duration: 2 hrs

• Format: Live Online

• Course Type: Essentials

• For: Major Gift Fundraisers, Directors, Trustees

Overview

Major gift fundraisers network at the highest of levels in the business world. Understanding donors and prospects businesses is essential in building an authentic and considerate philanthropic relationship. This first of its kind course helps fundraisers understand the business world to better inform ask strategies, cases for support and relationship development. The course will provide the fundamentals you need to understand the key players, markets and assets within the financial world and their practical relevance to your major gift fundraising.

Full course spec download here.

Key Learning

• The key players in financial markets

• Differences in company structure

• Key information held in company accounts

• How your prospects get paid and accumulate wealth

Questions we’ll cover

• How does Director renumeration & shares holdings work?

• When is the “right time” to make an ask?

• What do all the job titles mean?

• How do you quickly assess if a company is doing well?

• What are the signs a company is about to be sold?

• What are the key dates & resources in the financial world?

• + more

About the Speaker

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Recording

Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.

• Date: Held, 28th July 2020

• Time: 2pm to 3:30pm

• Duration: c90 minutes

• Format: Live Online

• Course Type: Focus

• For: Major Gift Fundraisers, Prospect Researchers, Directors, Trustees

Overview

As you develop your network, you will undoubtably contact and seek leads overseas. Therefore, it is important that you can analyse international companies and understand the different ways in which you can scrutinise information and reports. This course will help you understand the nuances, warnings signs and opportunities.

Full course spec download here

Key Learning

• The legal structure of multinational and overseas companies

• International markets analysis

• Analysing international companies

• Risks and challenges and how to overcome these

About the Speaker

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Recording

Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.

• Recording Date: 28th & 29th October 2021

• Time: x2 half days - 2:00pm to 5:30pm GMT / 10:00am to 1:30pm EST

• Duration: 3.5 hours each

• Format: Recording

• Course Type: Focus

• For: Researchers, Fundraisers, Directors - US & UK

Overview

Spend two half days going deep into Director Remuneration, covering all the essentials to properly understand or upgrade your knowledge of salary, dividends, stock options, reward plans, and pay levels for senior roles.

Key Learning

• Overview of senior job roles and functions

• How Director and senior pay works

• Understand reward plans

• Understand stock options & ‘lock in periods’

• How to calculate dividends earned

• How to use CAGR (Compound Annual Growth Rate)

• Pay levels for senior roles & assess pay ‘liquidity’

• Key dates for senior income + ‘best time to ask’

• Locate this information in Company Accounts - US & UK

• Ask questions in live Q&A

Now includes new material:

1. How a Director extracts their wealth during an IPO

2. How a Director extracts their wealth if they are ‘bought out’ in a Merger & Acquisition

3. How a Director gets paid when they leave a senior position

Should I attend if I am a Masterclass Graduate?

The session will provide a deep dive into director remuneration, providing additional insights and depth to your understanding as well as discussing the latest trends. Whilst there may be some overlap on the fundamental knowledge this will be built upon. Therefore, the session is well suited to a Masterclass graduate.

About the Speaker

Jonathan Jeffery, Associate Dean of Education, Sheffield Management School, The University of Sheffield

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for his sense of humour and accessible teaching style.

Full bio here

Tickets

Include Handouts + Access to Recording for up to 1 month. All funds raised go back into the CIC aims.

• Date: 16th Sept 2020

• Time: 3pm to 4:30pm BST

• Duration: 90 minutes

• Format: Live Online - Also available as part of our Masterclass

• Course Type: Focus

• For: Researchers, Fundraisers, Directors - US & UK

Overview

Navigating director remuneration can be a minefield. Are you struggling to understand the difference between a share incentive plan, directors bonus and a performance bonus? Do you need to estimate director remuneration or find out a good time to make an approach? If so this course will give you all the answers you need!

Full course spec download here

Key Learning

• Composition of director remuneration

• Sourcing and estimating director remuneration / wealth

• Key dates to look out for

• How to apply this knowledge to fundraising research and major gift asks

About the Speaker

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Recording

Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.

• Date Recorded: 30th Sept 2020

• Duration: 100 minutes

• Format: Live Online

• Course Type: Focus

• For: Trust Fundraising, Prospect Managers, Fundraisers, Start up

Overview

This course covers techniques on how to research Trust & Foundations successfully, establishing both relevance and monetary value of their giving. It is also covers essential strategic tools to build a balanced Trust fundraising pipeline, including how to calculate potential income from a pool and, if needed, to build one yourself in excel. Whether you’re a beginner or advanced, this will have something for everyone!

This You Will Learn

• Trust & Foundation research techniques, tips & tricks

• Expert concepts for successful pipeline building and income projections

• Practical Excel knowledge for pipeline management

About the Speakers

Suzie Stephens

Suzie has been working in Prospect Development for over a decade and brings a wealth of experience and knowledge of the profession, working in both non-profit and consultancy environments. She has worked with a range of organisations including national charities, specialist non-profits, educational institutions and start-up organisations, supporting a plethora of causes. As well as running The Prospect Development Company since 2016, Suzie was Prospect Development Manager at Save the Children UK (2010-2020), leading its Prospect Development Team with responsibility for all aspects of prospect research, pipeline management and due diligence.

Full bio here.

Mike Sawkins

Mike is an experienced trust fundraiser who has helped charities both large and small to secure grants ranging from £100 to over £100,000.  He brings a unique perspective to the role, having obtained a PhD in Regenerative Medicine and spent several years in academia before bringing his grant writing and analytical skills into the voluntary sector. He also sits on the board of a grant-making trust, so he knows first-hand what funders are looking for in an application.

Full bio here.

Purchase

Comes with Slides, Recording + Excel template for Trust & Foundations pipeline valuation and tracking

• Date Recorded: 14th Oct 2020

• Duration: 90 minutes

• Format: Recording

• Course Type: Vision

• For: Researchers, Fundraisers, Directors – UK & US

Overview

High income earners often have similar assets to those in finance who are typically compensated through a bonus structure. The ways in which they earn impacts how they think about their money and ultimately their philanthropy. Explore the psychology of this and strategies we might employ toward these industries.

What You Will Learn

• Different compensation structures - Hedge Funds, Venture Capital, Private Equity & more

• General compensation packages for high earners - from consultants, entertainers, lawyers to physicians

• Start Ups – how their funding works

• Psychology of money – understand research into how people budget

• How to adapt ask and research strategies to income psychology

• Take home – impressive collection of data on compensation packages

About the Speaker

Amy is the managing director of prospect management at Harvard University's Office of Alumni Affairs and Development. In 2016, she created the first prospect management team for the Faculty of Arts and Sciences at Harvard. Prior to joining Harvard in 2003, she was the director of research at the YMCA of Greater New York in Manhattan.

Begg serves as a trustee and secretary for the University System of New Hampshire (USNH), which includes all of the public colleges and universities in the State of New Hampshire. As trustee she serves on the Executive Committee, Finance Committee on Investments, and the Governance Committee. She is a past president and board member of the New England Development Research Association (NEDRA). Previously, she served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.

Purchase

Comes with Slides & Recording

• Date Recorded: 12th Nov 2020

• Duration: 90 minutes

• Format: Live Online

• Course Type: Focus

• For: Researchers, Fundraisers, Directors - US & UK

Overview

As fundraising intelligence professionals and fundraisers, we spend a lot of our time trying to build prospect pools of individual major donor prospects for our fundraising goals.

In doing this we tend to fall back on a range of factors, mixing intuition with old familiar concepts from prospect research or fundraising strategy, without necessarily knowing if either have a solid foundation. We may not be sure whether our fundraising goal or prospecting brief is realistic, or what kind of factors we might look out for when analysing the strength of our prospect pools.

This session looks out how we can use data to guide our expectations when going about identifying major donor prospects – focusing on individuals – and how this can give us a stronger and more confident voice in forming strategy.

This will be done by bringing together separate strands of data, spending time looking at wealth and income populations and at a survey of the profile of major donors; ending with reflections on the psychology of income (a subject covered in detail in Amy Begg’s Pyrotalk on 14 October 2020).

The session aims to be thought-provoking both for those who are newer to this work and for those with more experience. It will use UK data in its examples but the principles discussed apply regardless of geography.

Note: a version of this presentation was given at the CASE Development Services Conference held in Manchester in March 2020 met with exceptionally high reviews.

Key Learning

• Understand key theories behind prospect identification

• Understand drivers behind major giving

• Gain insight how income psychology effects giving

• Understand how to factor in intuition in you strategy

• Learn key data points to focus in on and refine

• Explore how to integrate all the above to advance your own identification strategies

About the Speaker

Charles Kingston, Head of Prospect Research, The University of Oxford

For over a decade Charles has led the team responsible for prospect research and due diligence for the University of Oxford’s fundraising activity. This has included the duration of its successful campaign which ended in 2019 with £3.3bn raised, the largest in UK history.

Charles has spent his career in research, information and knowledge management, previously within a ‘big four’ professional services firm; a leading business institute; and a global pharmaceutical business.

Purchase

Comes with Slides & Recording

• Date Recorded: 30th Nov 2020

• Duration: 2 hours - 90min content + 30min Q&A

• Format: Recording + Also available as part of our Masterclass

• Course Type: Focus

• For: Researchers, Fundraisers, Directors - US & UK

Overview

Who are the mysterious people that manage others wealth? What are their considerations? What is a private bank and how do they operate? What does a wealth manager and philanthropy advisor actually do? How can we access them and what can we learn?

Key Learning

• Know the differences between wealth and investment management

• Know how private banking differs to retail banking

• Who are the main private banks and what services do they offer

• Learn about wealth managers & philanthropy advisor roles - from the professionals themselves

• Learn what common challenges they solve for their clients

• Learn the best ways to access these professionals and what type of relationship can be built with them

• Learn how understanding these roles can expand giving options for our donors

About the Speakers

Anthony Donatelli, Executive Director, Head of Philanthropy Services UK, UBS Bank

In his 12 years at UBS, Anthony has worked across various capacities in New York, Sydney, and London, Anthony joined the Philanthropy Services UK in April 2015. The team covers the UBS UK Donor-Advised Foundation, the UBS Optimus Foundation UK, Impact Investing and Philanthropy Advisory for UK clients. Anthony has a MBA from Duke University

Bio here

Raj Shah, Owner, Blue Wealth Capital

Raj Shah is an independent financial planner and owner of Blue Wealth Capital, where he predominantly works with HNW business owners and retirees. Here he helps his clients to identify, achieve and maintain their desired lifestyle.

Raj has been Shortlisted for Financial Planner of the Year, listed as one of 42 under the age of 42 “Brightest and Best” businesses in Yorkshire, a Finalist for Excellence in Professional Services and a Finalist for Investment Adviser of the Year. He has also appeared on Channel 4 news, and as a Money Expert on BBC radio, as well as features for the Financial Times, Money Observer, The Sunday Times and The Independent.

Bio here

Jonathan Jeffery, Lecturer in Finance, The University of Sheffield

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Note

For those on the Masterclass, this session is part of the programme, so you don’t need to do anything other than join as normal.

Purchase

Ticket comes with Slides & Recording

For those on the Masterclass, it can be found in the Masterclass Hub