An introduction to Charterpath — our mission, team and partners
Charterpath advisory board
Established in September 2023, our advisory board provides expert council to the co-founders and team on strategic matters ranging from Charterpath's offering, to helping raise it's profile or leveraging corporate relationships and fundraising. The members have a wide range of specialist experience across the finance professional and non-profit sectors.
Kelli works closely with accountants to help them understand their value and the impact they have on the world. She leads effective sales and marketing campaigns helping to communicate strong brand values and attract the right audience. Kelli is an avid supporter of charities and is often caught sleeping out to raise funds for homeless charities.
Kemi has always worked in the not for profit sector as an accountant. She has been a Trustee for a young person’s counselling charity and an adviser for a CIC providing DIY training to women. She is currently a member of HD Voices, a volunteering group for the Huntington’s Disease Association.
Khurrum has spent the past 4 years with the FRC after a varied career in the insurance and banking sectors, with extensive finance & project management experience as a CIMA qualified Accountant and Prince 2 Practitioner. Khurrum has been a volunteer team member for Charterpath over the past 2 years alongside his roles as a Treasurer for Beyond Words.
After training at Deloitte, Laura has spent 13 years at Asda, including a number of senior finance roles, including Head of Internal Audit and Shared Services Director. She also runs her own flexible working consultancy business. Alongside this, Laura is a Trustee and the Treasurer of Citizens Advice Leeds and Older Citizens Advocacy York, as well as a mum of two and a keen runner and cyclist.
Alastair joined Marks Sattin in 2006 and remains with the same business, currently operating as Commercial Director. Working with finance talent for over 17 years, Alastair and the wider team are passionate about giving back to an industry that has served them so well over the years.
During 17 years with BPP, Helen worked as a tutor before joining the management team, responsible for the educational content of all Accountancy and Tax Programmes. She has three children and volunteers extensively to help with school fundraising activities (chairing the PA for a year). She now works for ACCA as Head of Qualification Production and would love to inspire the next generation of volunteers.
After more than a decade in the financial services sector, Marina is an executive coach and board advisor focusing on unlocking the full leadership potential at the top. As a board member of several purpose driven organizations, she is passionate about creating a better future for all by unlocking stronger synergies between the profit and non-profit sector.
Jon has led multinational businesses in the Life Science and Business Service sectors, following senior roles in finance and as a Chartered Accountant with PwC. Now working as an adviser and investor, alongside volunteering activities, Jon is excited at the benefits that skill based volunteering provides for the organisations in need, as well as the development opportunities it provides for individuals and employers.
At Charterpath we believe in the power of networks — for the benefit of both non-profits and the volunteer. Please show your support for our mission by becoming a Charterpath volunteer and be first on the list for new opportunities, networking events and mentoring.
All accountants are welcome as volunteers… including those starting their accountancy training… and those who qualified years ago and are no longer in a finance role.
The only ask of our volunteers is to pledge:
I will aim to volunteer my time and skills to a non-profit at least twice a year
I will spread the word of Charterpath to inspire other accountants to use their skills for good
I will uphold the professional values and ethics of all accountants when volunteering
Our partners are organisations who are supporting us on our journey. From branding and website design to access to their networks — these partners are generously providing much needed funding or have given their services pro bono (or heavily discounted) and for that we will be ever grateful!
The mission of Charterpath is to inspire more finance professionals to volunteer their time and skills, connect non-profits with diverse and expert volunteers with financial skills, and engage with the wider sector so volunteering is part of every finance professional's career.
Charterpath is a community interest company (CIC) founded in 2021 with the social purpose of significantly increasing the proportion of finance professionals who volunteer for non-profit organisations.
Our services are provided free of charge to both finance professionals and non-profits, and any surpluses generated from sponsorship, fundraising and our operations will be re-invested into furthering our mission.
Alice Clementi and Alex Marsh met in 2005 as trainee accountants, going on to work together for next 15 years as chartered accountants at both PwC and then Close Brothers. They started volunteering early in their careers - everything from van driving, CSR committees and reading with school kids - to using their finance skills as charity trustees and school governors.
It was whilst walking for 24 hours along 100km of the Thames Path fundraising for charity that they had the idea for Charterpath - realising very few of their friends or colleagues who are finance professionals were aware of the benefits of skills-based volunteering... nor making use of the corporate volunteer days available to them.
After seeing first-hand the impact of the pandemic on the non-profit sector, Alice and Alex founded Charterpath in 2021 with a mission to get more finance professionals to volunteer their skills to charities, schools and community groups. Charterpath is currently run by a diverse and dedicated team of volunteers - finance professionals in practice and industry - at varying stages of their careers.
Connect with non-profits seeking volunteer financial skills
Alice started volunteering at The Passage, initially as a van driver and then as a member of their Risk & Audit Committee. Following a career in Banking at Close Brothers and C. Hoare & Co she is now a school governor, charity trustee, new mum (!) and runs Charterpath day to day.
Alex has spent the past 15 years in the banking and fintech sectors, most recently leading the UK business of Klarna, the Swedish bank and payments provider. Alongside this he has been chair of governors for a state funded secondary school in Brighton and is a trustee, board advisor and volunteer for a number of education and social mobility related charities.
Sara has a wealth of experience managing partnerships between corporates and non-profits, including for the British Film Institute and Marks & Spencer. She oversees Charterpath's relationship with Marks Sattin and helps the team at Charterpath get things done.
Partnerships and Communications
Pratistha first learnt of the tremendous positive impact of volunteering on both the volunteer and the charity through a role in Cancer Research UK shop as part of the Duke of Edinburgh award. She is currently studying for her CIMA qualification and hopes to be part of the World Bank one day! Pratistha leads on all things numbers for Charterpath.
Analytics and Insights
David gained a passion for volunteering while working with non-profits during his audit training. He works as Finance Director at Arish Capital Partners, and outside of number crunching, his interests include art, travel and hiking. David oversees Charterpath's offering for non-profits and promoting their opportunities for accountant volunteers.
Morgan started her volunteering journey early, taking part in the National Citizen Service aged 15, then becoming a Trustee of Sheffields Students Union and later Treasurer of the British Youth Council! She is now on PwC's audit graduate scheme. Morgan leads on Charterpath's campaign to inspire people into volunteering pre-qualification.
Byron opted out of the traditional university route, and he is pursuing an ACA apprenticeship with the FRC. He relishes the opportunity to give back to his community in a meaningful way, and in his free time, Byron is an avid footballer and a massive foodie. Byron supports the team in running Charterpath's campaigns.
Khurrum offer his support to Charterpath having loved being a Treasurer for Toastmasters and knowing the value accountants can add to non-profits. He became a Charterpath ambassador, running employer roadshows and hosting events. Khurrum leads the team of Charterpath ambassadors.
Ellie is a financial controller at a leading probiotics company. However, in another life she would have loved to be an events organiser, having organised meetings and parties for hundreds of people, including multiple events during her time at Danone. The perfect person to support Charterpath in delivering informative, engaging and fun events for our community!