Welcoming Session - The Magic Circle Theatre
09:00 - 09:30
Registration and Refreshments
09:30 - 10:20
Welcome and Introductions from mhance's CEO Alan Moody plus Nesrine Abidi from Microsoft TSI and our keynote speaker Tree Hall from Charity IT Leaders. Tree will talk about taking the brakes off digital technology – how to make sure your organisation optimises your tech ROI
10:25 - 17:00
Breakout into Streams
Stream 1: Microsoft Cloud for Nonprofit and the Power Platform - The Club Room
10:25 - 11:15
The Grand Opening Act: Unlocking the Power Platform and Microsoft Cloud for Nonprofits. Hosted by Darrell Brislane, New Business Development, mhance and James Glover, CTO, mhance
11:15 - 11:35
Coffee Break
11:35 - 12:15
The Art of Grant Alchemy: Conjuring Seamless Grant Management with the Power Platform. This presentation explores Grant Management with the Power Platform, focusing on key features like automation, workflows, and data insights to streamline the grant lifecycle. It introduces the Grant Management Data Model for structuring data on applicants, funding, approvals, and compliance. Additionally, it explains how to utilise the Delivery Framework to implement efficient, transparent, and compliant grant management solutions. Hosted by Rachel Sayer, Team Lead and Dynamics Consultant, mhance
12:15 - 12:50
The Digital Assistant’s Spellbook: Empowering Nonprofits with Dynamics 365 Copilot. This session explores Dynamics 365 Copilot, showcasing how AI enhances productivity across key roles. It covers Copilot for Microsoft 365 and specialised Copilot personas for HR, Marketing, Finance, Sales, Customer Service, and IT, demonstrating their impact on nonprofit operations. Live demos highlight how AI-driven insights streamline tasks, improve engagement, and drive efficiency. Hosted by James Glover, CTO, mhance
12:50 - 13:50
Lunch and Networking
13:50 - 14:40
Enchanting Supporter Journeys Customer Insights Journeys & Data: In this session, we’ll explore Customer Insights - Journeys and Data, breaking down how they work individually and together to create powerful customer experiences. We’ll dive into how data unification and segmentation drive personalised marketing and engagement. Finally, we’ll bring it all to life with a demo showcasing how Journeys and Data seamlessly connect in action. Hosted by Ciaran Reynolds, Dynamics Consultant, mhance
14:40 - 15:25
The Wizard’s Workshop: Crafting Solutions with Power Platform and Canvas Apps. This session introduces the Power Platform and its capabilities. It covers Model-Driven and Canvas Apps in Power Apps, Power Automate for workflow automation, and guidance on getting started. A live demo showcases how to build and integrate apps to enhance efficiency and streamline processes. Hosted by Kathrine Ives, Dynamics Consultant, mhance
15:25 - 15:45
Coffee Break
15:45 - 16:30
Stories from the Spellbound: A Client’s Magical Transformation - hear from Bo Ruan from Brooke - Action for Working Horses and Donkeys
16:30 - 17:00
Q&A Panel and Networking
Stream 2: Data, AI and Copilot - The Magic Circle Theatre
10:25 - 11:15
The Oracle’s Wisdom: Unveiling the Importance of Data, including a keynote session from James Kliffen
11:15 - 11:35
Coffee Break
11:35 - 12:15
Laying the Sorcerer’s Foundation: Starting Your Data and AI Journey Right. This session focuses on data security and AI-driven management. It covers data and permission oversharing, its common causes, and new tools to mitigate risks. Key topics include site and file-level protection, AI-powered Data Security Posture Management, and Microsoft resources to help organisations enhance data governance and security. Hosted by Joe Deally, Head of Cloud Services, mhance
12:15 - 12:50
The Copilot’s Spellforge: Mastering Studio and Foundry Enchantments. This session provides an overview of Copilot Studio and its capabilities. It explains what an AI Agent is and how to customise it, followed by a live demonstration. The session also explores AI Foundry, guiding attendees on when and how to leverage it for advanced AI solutions. Hosted by Cyris Lai, Dynamics Consultant, mhance
12:50 - 13:50
Lunch and Networking
13:50 - 14:40
The Enchanted Vault: Unlocking the Secrets of the Data Warehouse. This session explores the fundamentals of data warehouses, their structure, and benefits. It provides an overview and demo of the mhance Data Warehouse for D365 F&E, showcasing its capabilities. The session also covers Microsoft Fabric and Copilot, demonstrating how these tools enhance data management and analytics, tying everything together for a comprehensive solution. Hosted by Ger Dayman, Chief Data Officer, mhance
14:40 - 15:25
Casting the Perfect Spell: An Interactive Session on Prompt Engineering. This interactive session focuses on crafting effective AI prompts for optimal results. It explores best practices, techniques, and real-world applications to enhance AI interactions. Attendees will gain hands-on experience in refining prompts to improve accuracy, creativity, and efficiency in AI-driven solutions. Hosted by James Glover, CTO, mhance
15:25 - 15:45
Coffee Break
15:45 - 16:30
Chronicles of Change: A Client’s Magical Data Transformation - hear from Aidan Forman from RNIB
16:30 - 17:00
Q&A Panel and Networking
Stream 3 Agenda: Finance - The Devant Room
10:25 - 11:15
mhance and Microsoft : Introduction to Business Central, and Migration Benefits. Here, we will introduce you to mhance, our approach to Finance implementation and what Business Central is all about. We will give some advice around project and customer success as well as previewing a number of the solution elements to be expanded upon later in the day. We will also be joined by Elliott Poulter from Microsoft who will be talking through their future roadmap and plans as well as how Microsoft funding can be a path to cloud Finance migration mastery! Hosted by Matt Evans-Peace, Chief Customer Officer, mhance
11:15 - 11:35
Coffee Break
11:35 - 12:15
A Dynamics 365 Business Central Introduction and Demo. Hosted by Dan Booth, Lead Pre-Sales Consultant, mhance
12:15 - 12:50
Leveraging Microsoft Copilot for Finance. Hosted by Dan Booth, Lead Pre-Sales Consultant, mhance
12:50 - 13:50
Lunch and Networking
13:50 - 14:40
The All-Seeing Eye: Unlocking Insights Across Your Financial Data with Power BI and Jet. Hosted by Dan Booth, Lead Pre-Sales Consultant, mhance
14:40 - 15:25
Embracing the wider Microsoft Ecosystem to solve all of your finance needs with Business Central Extensions including Solver and Continia. Hosted by Dan Booth, Lead Pre-Sales Consultant, mhance
15:25 - 15:45
Coffee Break
15:45 - 16:30
Tales from the Treasury: Greggs Foundation's Journey to Financial Mastery told by Sally Cooper as well as Ma Li from Marvin's Magic
16:30 - 17:00
Q&A Panel and Networking
Team
Meet our experts
They're a friendly and knowledgeable bunch


Tree Hall
CEO of Charity IT Leaders
Tree Hall is the CEO of Charity IT Leaders and a passionate advocate for neurodiversity and inclusion in the workplace. As an openly AuDHD leader, Tree is dedicated to increasing opportunities and accessibility for neurodivergent adults in employment. Since joining Charity IT Leaders in 2019 as Business Manager, Tree became the organisation’s first CEO in 2020. Under their leadership, the organisation continues to support current and emerging charity technology leaders through networking, knowledge sharing, and professional development, helping charities maximise the impact of their technology and digital strategies.


James Kliffen
Fundraising Consultant
James Kliffen is a fundraising consultant with expertise in multi-channel marketing, income diversification, and donor engagement. He helps charities develop impactful fundraising strategies and specialises in driving mid-value, major, trust, corporate, and legacy income. Using data insights and systems architecture, James ensures fundraising remains effective, sustainable, and aligned with evolving donor expectations.


Alan Moody
CEO
Alan joined mhance as CEO in 2018. Alan specialises in devising value-driven business strategies and technology solutions that align IT and organisational capabilities to business goals. Alan has over the past 15 years, operated as MD/CEO leading high growth B2B technology businesses in a range of sectors.


Tory Cassie
Director of Nonprofit
For the past 25 years, Tory has worked exclusively within the Nonprofit sector and has been instrumental in driving growth and success in Dynamics 365, Power Platform and Microsoft Cloud for Nonprofit within mhance. Having worked with many hundreds of organisations of all sizes, she is passionate about using technology to make a positive impact and help organisations achieve their goals.


James Glover
Chief Technology Officer
James has over 15 years’ experience with Microsoft Dynamics 365 (Microsoft Dynamics CRM) – being one of the first partners globally to develop a vertical solution on version 1.0 of the product. Since then he has specialised in solutions within 3 key sectors of construction, sports & hospitality and not-for-profit, however, James’ focus is now primarily on the not-for-profit sector, delivering projects that help charities achieve individual fundraising and campaign objectives.


Matt Evans-Peace
Chief Customer Officer
As the Chief Customer Officer at mhance, Matt Evans-Peace looks after the Sales and Support departments, ensuring that customers assisted in both identifying and realising the benefits and critically the ongoing value of their investment across Microsoft solutions for the NfP sector. Matt has been with the company for 7 years and has 20 years experience of working in the software industry across roles including Support Management and Account Management. He has built strong relationships with key accounts and Microsoft's Tech for Social Impact team.


Daniel Booth
Lead Pre-Sales Engagement Consultant
Dan is a CIMA qualified accountant with over 25 years’ experience in the Software, IT Services, Telecoms and NfP/Charity sectors. His main passion is to ensure organisations are working efficiently as possible, whilst using all data held to gain maximum benefits. Starting as a ledger clerk, Dan has worked his way up through all the functions within a finance team, enabling him to understand all issues from initial data entry to board level / Trustee reporting requirements.


Gerard Dayman
Chief Data Officer
Gerard joined the mhance team in 2002 and has 30 years’ experience working within the Software development sector. His presence and skill set is key to our organisational growth. His team is made up of Product Managers, Solution Architects, and Software Developers. They collectively design, build and manage a growing portfolio of products covering Microsoft Dynamics 365 Customer Engagement, Business Central, the Power Platform and Azure. Gerard strives to have his innovative team at the forefront of this industry.


Joe Deally
Head of Cloud Services
With over 30 years experience within the IT industry, Joe is well positioned in understanding and addressing the complex needs of modern organisations. As the Head of Cloud Services, he leverages a background as an IT and Technical Services Manager to drive digital transformation and enhance technological capabilities across diverse enterprises. By effectively leading cloud initiatives, organisations can seamlessly transition to and thrive within cloud environments, thereby achieving their strategic goals and maintaining a competitive edge.


Darrell Brislane
Business Development Manager
Darrell Brislane has worked in the information technology industry for over thirty years, initially employed in a number of software development and support roles before moving into full time account management and business development positions, first in the United States and in recent years back in his native Ireland. For the past 15 years he has been involved with marketing and selling ERP solutions, with a focus on Microsoft business applications (Dynamics GP, Dynamics 365 Business Central and Dynamics 365 Customer Engagement CRM). Working with mhance, Darrell carries out Business Development duties on two fronts. He aids the mhance Irish customer base by providing direction on, and benefit of, Microsoft’s latest offerings and mhance’s services including bespoke development, technical support services and application hosting (private and public cloud options). His new business development efforts has heavily focused on the Charity Sector developing a customer base of big and not so big charities which make use of Microsoft‘s business solutions to meet donor, member, and volunteer management requirements.


Ciaran Reynolds
Dynamics Consultant
Ciaran is an experienced Dynamics Consultant with over eight years of expertise in Microsoft Dynamics and five years specialising in Dynamics Marketing, now known as Customer Insights – Journeys. As a key member of mhance for the past two years, Ciaran has successfully implemented Customer Insights – Journeys for multiple clients, delivering seamless integrations and optimising marketing automation strategies. In addition to deployment, Ciaran has led numerous training sessions, empowering businesses to maximise the platform’s capabilities and drive meaningful customer engagement.


Rachel Sayer
Senior Consultant / Team Lead
Rachel is a seasoned Senior Consultant and Team Lead with eight years of experience working with Microsoft Dynamics and the Power Platform. For the past three years at mhance, she has played a pivotal role in implementing Grant Management systems for multiple charities, helping organisations streamline operations and enhance their impact. With deep expertise in business applications and digital transformation, Rachel leads teams in delivering tailored solutions that drive efficiency and innovation.


Kathrine Ives
Senior Consultant
Kathrine Ives is a Senior Consultant at mhance, bringing extensive expertise in Dynamics 365 and the Power Platform. With a strong background in designing and implementing solutions that address the unique needs of clients across various sectors, Kathrine is dedicated to driving impactful results. Passionate about leveraging technology to solve complex challenges, Kathrine focuses on optimising data, enhancing reporting capabilities, and delivering analytics that provide actionable insights. Her holistic approach ensures that every project not only meets but exceeds client expectations, creating lasting value and meaningful change. Kathrine's commitment to excellence and innovative problem-solving makes them a valuable asset to any initiative they undertake.


Cyris Lai
Dynamics Consultant
Cyris Lai is an experienced Dynamics Consultant at mhance, with a strong background in solution architecture, design, and development. With a Bachelor’s degree in Computer Science and Information Technology from The University of Hong Kong, Cyris specialises in cloud business applications, including Microsoft Dynamics 365 CRM, Power Platform, and AI-driven data analysis with Power BI. His expertise extends to pre-sales, sales presentations, business development, and business analysis, helping organisations leverage technology for smarter decision-making.