Kia ora All,

This update has free resource links and updates on events coming up including one this Friday for Incorporated Societies!

Facilitated this discussion and the audio is up now as episode 409 of Seeds Podcast – this was on the State of the Community Sector report (which is here) with a panel of Sector leaders:

  • Murray Edridge – City Missioner, Wellington City Mission
  • Michelle Kitney – CEO, Volunteering New Zealand
  • Jewelz Petley – Tangata Whenua Co-Chair, HuiE!

The State of the Sector Report is highly anticipated by several Government Ministries and organisations. We are all keenly aware of the value of research, anecdotes, and especially statistics in advocating for a better Aotearoa/New Zealand.  Community Networks Aotearoa is the  umbrella organisation for local, regional and national Community Networks in Aotearoa | New Zealand.

https://theseeds.nz/podcast/panel-on-community-sector-report-discussion-facilitated-by-steven-moe-with-murray-edridge-michelle-kitney-and-jewelz-petley/

 

Coming up on Friday is a session for Incorporated Societies

Will be contributing to this free online event coming up next week on 18 October.  Sign ups are here.

We will get to hear from several experts about Incorporated Societies and what changes mean from a variety of perspectives, including legal (me) but also:

Katie Bruce of Hui E! Community Aotearoa
Michelle Kitney of Volunteering New Zealand | Tūao Aotearoa,
– Alex Stainer and Michelle Lombaard from the External Reporting Board
– Jay Casey from Inland Revenue NZ

 

It was a real joy to korero and listen to the 5 guests for the Institute of Directors in New Zealand season 3 Board Matters Podcast and all episodes are now out.  You can find it in all podcast apps and also over here.  If you are in governance or want to be, or are curious about leadership in a board setting why not have a listen – they count for CPD points as well…

Our theme was “creating safe spaces in the boardroom” and I learned so much from these guests, thank you and a summary of their wisdom is:

Bella Takiari-Brame 🌄 – Finding trust in yourself: When an approach isn’t working at the board table, everyone should feel entitled to speak up, done with respect.
Eugene Berryman-Kamp 🌳 – Operating as a high performing board: What does it take to lay a foundation where people can ‘call out behaviour’ that doesn’t meet the needs of an organisation?
Gavin Fernandez ⛰️ – Trust your gut instincts: If you find yourself second-guessing at a board meeting, chances are you won’t be alone. Gavin explains why being comfortable enough to share your concerns with other board members will enrich discussion and, importantly, help to navigate risk.
Maria King 🌻 – Stepping towards your purpose: Knowing yourself is to also understand others. But operating as a group and having your views heard might be challenging when there are strong personalities at play in the boardroom.
Antony Vriens 🌊 – In a culture of inclusion, people will feel safe to respectfully challenge the views of others, share their own views and enter into constructive debate

 

Have you heard some of the 410 podcast episodes on Seeds as well?  You can find out a lot on that project at www.theseeds.nz  For example, episode 408 was a chat with journalist Vincent Heeringa – and 407 was his interview of me for his “This Climate Business” podcast!

His description of our chat said this: “You might know Steven Moe as a lawyer for Christchurch based Parry Field, specialising in charities and the impact sector; or as the chair of Community Finance – an investor in community housing; or as the host of Seeds, a longstanding weekly podcast; or as the author of The Apple Tree, or as a mentor for Christchurch incubator Ministry of Awesome or a quietly spoken father and friend. However you know him, Steven’s seems to crop up everywhere there are sustainable causes or purpose-led businesses. Vincent chats to a quiet revolutionary at work.”

Ngā mihi

Steven

Kia ora,

A few updates, free resources, lunch in Auckland, conferences – feel free to hit forward to share this info! (and if you get this and want to join the 900 or so that get the email let me know).

Season 3 of Board Matters which I hosted for the IOD will be released in the month of September – I spoke to 5 amazing people about their thoughts on how we create safe spaces in our boardrooms.  Why not find it in podcast apps like spotify here and listen in (there are also 20+ other episodes from previous seasons).

The Faith in Action Report was just released this week – led by James Stewart, I helped out on this the last few months and it has lots of data on Christian Churches and Charities and what they do – assets, employees, volunteers – it is worth looking at even if not your sector to see how data can be used.  For it I wrote a section on governance at page 45 and a section on “green shoots” and innovation at page 46/47 – it is a free download here.

Impact lunch next week is also on in Auckland – yes, Auckland!  Join me by getting a ticket here and 30+ others already signed up at the Sustainable Business Network offices where I will share about impact investing trends.  Tickets will finish up for sale tonight so we can finalise numbers.

On Wednesday was at an all day Governance conference in Christchurch focussed on Churches and faith groups organised by Christian Savings – I spoke with Chris Clarke on innovation and legal structure options.  This continues in Auckland next Wednesday and in Wellington the week after (info and tickets here).  Topics include the Abuse in Care report, good governance, succession planning, Diversity on boards and a lot more – and a networking opp with at least 150 attending in Auckland.  Join us?

 

On Tuesday hosted a lunch in Christchurch with about 40 attending – Enjoyed hearing from Barry Coates about Mindful Money at the Seeds Podcast impact lunch – you can watch his sharing in the video here … why not join a future lunch with others?

The quality of guests on Seeds Podcast has been outstanding last two weeks – up to episode 405 now. www.theseeds.nz  These last three are all really good: On having a Wonder Mindset, on cofounding a sustainable cleaning products business and Denmark and on taking risks in your career and trying new things.  Here are some images of the recent guests Sarah, Jono and Stine:

If you’d like to be removed from this newsletter just let me know!  Keep up the great mahi/work everyone…

 

Ngā mihi

Steven

Kia ora All,

This update is full of links to resources and upcoming things going on for your radar.

First up, the very interesting conversation on the state of the economy with Shamubeel Eaqub is now up here https://www.youtube.com/watch?v=k_Wgv5Ke9ZU or as episode 399 of Seeds here and feel free to forward this email on to others it may interest – slides attached too which are fascinating…

We talked historical economic cycles, 📊population decline and its implications, austerity + people not buying basics like fruit 🍊veges 🥗🌽and cancelling their house insurance, how we measure ‘success’ in a Western conception vs other more holistic approaches such as in Te Ao Māori, degrowth, 🏡superannuation contribution rates, community housing, among many others. We ended by talking about love. Have a listen!

For those in Christchurch the next in person networking impact lunch is live to register here on 27 August with Barry Coates from Mindful Money sharing – and Aucklanders, will have an impact lunch planned for later this year so connect on LinkedIn to see posts about it!

Seeds just got to episode 400! A special one as it is this interview by two children aged 9 of the Climate Change Commission Chair Dr Rod Carr. Know any schools that might like to hear it for their children?

Often you won’t know “what happens next” when helping a stranger but got the rare chance to find out – sharing as this story may encourage you like it did for me.

I’m sure you’d do the same – let’s all keep looking out for opportunities to help each other!

  • The Volunteering Changemakers Hui ‘Engage, Unite, Ignite’ is for all volunteer managers and leaders of volunteers to come together, share in learning and be inspired. Tūao Aotearoa Volunteering New Zealand invites you to join us in Christchurch on 30 September 2024. The one-day hui will focus on volunteer management and practice, valuing volunteering, and approaches to volunteer engagement. With plenty of networking opportunities, collaboration and great speakers and content, you will be inspired with new ideas and practices. Speakers include the Hon Louise Upston, Minister for the Community and Voluntary Sector, and international speaker Tony Goodrow, President of Better Impact. There is an optional Masterclass on the prior afternoon, 19 September, with two topic choices. Read more on the conference website.

  • Was in Wellington a few weeks ago and at a lunch shared with about 25 charities about the option of Impact Investing and how that might work to gain access to funding – see attached the paper on this. I may run this again in Auckland and Christchurch as seemed to generate lots of interest.
  • I’ll be sharing on Governance for Churches and Christian groups at this in all three larger cities in August/September – see attached email and below, be great to see you there! “Christian Savings is passionate about seeing churches and charities thrive and governance is one area that is often under-resourced. This year we’re rolling out our Governance Conference, tackling issues such as leadership succession, fruitful stewardship and how those in governance should best measure success.”

  • I was asked to share this and happy to do so – “Did you know that in 2024, people are still being accused of being witches, then tortured and killed? In the highlands of Papua New Guinea, one woman is fighting against the increasing number of witch-killings, also known as “sanguma” or sorcery accusation related violence (SARV). Her film and story, MARIMARI, is coming to the big screen across New Zealand as part of the Whānau Mārama New Zealand International Film Festival this August and has an impact campaign running alongside it, including opportunities for those interested to run private fundraising screenings. Find out more about the film and impact campaign here: linktr.ee/marimarifilm
  • I was in Wellington recently for the release of a report Ākina has released analysis on social investment here: https://www.akina.org.nz/news/social-investment-white-paper
  • Here is a video of me chatting to CEO Nicola Nation about it.

  • Banqer are doing some good work – check this out: “Managing your finances can be intimidating and cause stress. Most Kiwi adults have never received formal financial education. Banqer just launched their “Money Month Challenge” an opportunity for adults to get free access for two weeks to their simulative platform so you can build your money skills and win prizes! It is completely free – register here

My job is as a lawyer at a law firm called Parry Field Lawyers of almost 100 where we support many with legal issues – we might even be able to help you or your organisation! So really appreciated being recognised in the ‘Changemaker’ category of this recent list from NZ Lawyer.

If you’d like to be removed from this email, no problem just hit reply and will do so.

Ngā mihi
Steven

Kia ora All,

An update on events coming up and free resources that may help you or your group…

On Wednesday 5th June (yes, tomorrow!) am excited to join another Community Governance Aotearoa session this time on chairing meetings but with a particular focus on chairing of AGMs.  Here is how they describe the event and sign ups are here:

“AGMs are coming up, how do we run a great one?
Sonya Rimene (Te Tumu Paeroa) will lead the first hour 12pm to 1pm for those who chair Māori entities and trusts. Sonya will explore what makes a good AGM and some practical guidance. Q&A will follow.
Steven Moe (Parry Field Lawyers) will lead the second hour 1pm to 2pm, continuing the exploration on chairing not-for-profit AGMs, some practical tips, and what makes a good AGM. Q&A to follow.”

Great to connect with almost 40 recently over lunch.  Here is the video of Rahul the new CEO at Philanthropy NZ sharing for those who missed it, or who would like to share with anyone else you can forward this on.  Thanks to Safe for the video support!  Have posted on LinkedIn too here so feel free to tag others in over there who might appreciate the content.

  • I will be joining an online event on 25th June on Impact Investing and Wealth management – info: “Our next CA ANZ For Purpose SIG meeting on Tuesday, 25 June.   The topic is ‘Wealth Management and Impact Investing’ and Craig Fisher will host expert panellists Katie Beith, Head of ESG, Forsyth Barr; John Morrow, Head of Philanthropic, JBWere NZ & Steven Moe, Partner, Parry Field Lawyers.”  Sign ups are here.
  • On 12 June I will be in Auckland at the Mindful Money conference and awards as have surprisingly been nominated for  Best Media reporting on Ethical investment for the work on Seeds.  You can join too – info here https://mindfulmoney.nz/learn/press-release-2024-awards-finalists/
  • I will hold next Seeds Impact lunch on Friday 19 July – sign ups are here
  • If you would like to get the regular Impact Email newsletter that goes to 920 then hit reply and can add you.
  • Seeds podcast is in all apps or here www.theseeds.nz and The Apple Tree book info is here
  • The latest conversation is with Neil Ieremia all about founding Black Grace dance company – it is really really good on the role of art in society.

 

A friend named Seán Barnes’ has just released a book called “The Impact Professional” and to order a copy, jump on impactprofessional.nz – there are options to buy on Kindle and in NZ, its best and cheapest to order from Seán. Find the “order in NZ” link and fill in the form with instructions for payment.  And connect with Seán here:  https://nz.linkedin.com/in/sean-barnes-nz

Other recent resources have been sharing are:

  • We have written a charities legal handbook which you can download.
  • We also put up resources such as the Charities Healthchecks on our Charities Hub (the covers are below).
  • This is Board Matters a show about leadership and governance with the Institute of Directors

We are very happy to have a free catch-up to discuss your situation. Please reach out if there’s anything we can do to assist.

Kia ora All,

Updates on upcoming events and resources – am really looking forward to a session this Thursday at noon (yes, tomorrow!) on “Changes to the Charities Act” – already 260 have signed up and you are welcome to join as well – sign ups here https://events.humanitix.com/the-charities-act-what-has-changed

As always you are welcome to forward this email on to others and if you received this that way and would like to join the 940+ who receive it just drop me a line.

Have been at the IOD Leadership Conference the last two days – on LinkedIn have posted summaries of sessions, as know maybe people would like to go but cannot – like this one on Co-Chairing that may interest as we heard from Rāwiri Bhana, Pam Elgar ONZM MInstD, Victoria Spackman ONZM and Jill Steffert. https://www.linkedin.com/posts/steven-moe-0b3b008a_for-purpose-positives-activity-7195611950033063936-maSV?utm_source=share&utm_medium=member_desktop

Am also going to start profiling charities we work with and the amazing work they do – we all need some more HOPE at the moment and in the first two we hear from are:

 

CCS Disability Action – it is such an honour to help them and you can read the story here: https://www.parryfield.com/ccs-disability-action/ – I really appreciated this endorsement of our work as well as we try to really help and understand all we are working with “In addition to working to assess our current legal structure and provide us with a range of options to consider, Steven worked to understand our vision and values. This allowed us to form and authentic partnership with Steven, focused on our potential to serve disabled people and families now and into the future. As well as feeling like Steven was committed to using his knowledge to make a positive difference for our organisation, we appreciated his ability to bring legal concepts to life through clear and effective communication. Thank you, Steven and Parry Field Lawyers, for your support.”

Weta Conservation Charitable Trust – a brand new charity!  https://www.parryfield.com/weta-conservation-charitable-trust/

 

Just released legal opinion on impact investing and how Trustees make decisions – or how they should!  Check it out here and the https://www.parryfield.com/impact-investing-information-hub/

Episode 391 of Seeds Podcast is on tapping into the hidden wisdom of those around you.

Here are some recent free resources that may be of interest:

  • We have written a charities legal handbook which you can download at no cost.
  • We also have lots of other resources such as the Charities Healthchecks – info on our Charities Hub (the covers are below).
  • Here is the link to seeds podcast, which has over 390+ conversations that I have had with inspiring people.  Spoke about using time wisely and choosing projects, talked with an entrepreneur about using business to build community in Reefton, spoke to someone born in 1938…
  • And this is Board Matters a show about leadership and governance with the Institute of Directors which am hosting.

Will host a follow up “Charities: Ask me your questions” on 3rd July – also free – you can already sign up here https://events.humanitix.com/the-charities-act-answering-your-questions

 

Those of you in Christchurch may be interested in a lunch with Rahul the new CEO of Philanthropy NZ – signups are here https://events.humanitix.com/lunch-with-rahul-watson-govindan-ceo-of-philanthropy-nz

 

Many thanks

Steven

Kia ora, this has a roundup of recent events and upcoming ones as well as resources that may help you!

More than 125 joined the conversation with Shamubeel Eaqub on impact investing – the video is now available to watch here or you can listen to it on seeds here.  Attached is the legal opinion released as well.  Feel free to forward this email on to others/Boards/Trustees/Advisors you may know particularly it if will provoke thinking and catalyse discussions!

I was able to share my views on “work/life balance”, my dreams, grandfather, apple trees and more in this article for the Sunday Star Times that may interest: And with more than 78 comments on the post about the article here on LinkedIn, am going to turn the reflections into a short ebook!  Got to try new things…

Coming up are a few free sessions to alert you too:

  • Free Community Governance Aotearoa event on Changes to the Charities Act and implications for charities – sign ups here, it is free – Friday 26th April.  “Join us to explore changes to the Charities Act and what this means for your charity.  For our April Board Talk, joining us are Andrew Newbery (Charities Services), Michelle Kitney (Volunteering NZ) and Steven Moe (Parry Field Lawyers) to discuss this important topic.”

  • Q&A for Charities – already 122 signed up for this free event on changes on to Charities Act, this will be more flowing and a Q&A than last one, just with me – you can join it here.

  • Incorporated Societies – a free session on 19th April on what is changing and what you need to know, the top 10 points – sign up free here.
  • Community Networks Aotearoa are asking for groups to fill our their state of the sector survey here https://www.communitynetworksaotearoa.org.nz/state-of-the-sector-survey-2024The 2024 State of The Sector Survey provides an integral snapshot into the community and voluntary sector.”
  • Next Impact Lunch is on 7 May https://forms.office.com/r/59y7LFiXU9 and we will get the chance to talk with Simone Woodland, an architect, EHF fellow and founder of Mōhua Ventures (New Zealand’s first charitable housing developer) who is coming to visit and to showcase the Tākaka Cohousing Neighbourhood in Golden Bay.

  • The waka hourua Hinemoana in our waters for the next three months – see attached for ways to interact and be involved in its visit.

The legal opinion on enabling impact investing can be downloaded here as well but is also attached as a PDF and has also been read out as an audio book as episode #385 of Seeds Podcast – it is in Spotify and in Apple Podcasts.

We will hold another event in a few months as a follow up looking at the topic of Social Housing so be watching out for that and planning a paper with case studies for that – so the practical side of deciding to invest for impact.

A few other resources are set out below which I can send you if of interest.  Keep doing the great work and planting seeds of impact!

Ngā mihi,

Steven

 

Kia ora all,

There are some upcoming free events I want to share with you and invite you to join which are all described below as well as links to new free resources and videos.

First is on 20 March at 11am with an “online lunch” together at noon – this is a special follow up to the Seeds Impact Conference as I will be joined by Shamubeel Eaqub to consider Impact Investing – its rise and what that means for business, charities and purpose driven organisations.  This will also see the release of a legal opinion outlining how I think Trustees have a positive duty to consider the impact of where they invest.

Already 119 people have signed up but being online you can join them and you will also get a copy of the legal opinion. Click here to sign up.  We will have the shared “online community lunch” with breakout rooms from 12 to continue talking about the themes.

We also just held an event for startups answering their legal questions which you can click on the image below to watch.

That is also at our Startups Information Hub where there are many articles and guides and videos as well.

The New Zealand Law Society asked us to run a session on Incorporated Societies soon to educate lawyers and others as we are the leading team supporting these entities in NZ.  Anyone is welcome to join this – we will be in Wellington to record it but it is all online:  https://www.lawyerseducation.co.nz/shop/LiveWebinars2024/24NISW.html

Along that line, our Information Hub for incorporated societies has dozens of articles, videos and 125 FAQs on that topic and we are helping many many groups with their reregistrations.  It has been really great to welcome so many new clients with many of them Tier 1 charities (as well as smaller ones) doing great work in our communities!  Our ideal client.

This week hosted a session on “chairing meetings well” out in Rolleston for about 50 people for the Selwyn District Council

Recorded it and the video is here now: https://www.youtube.com/watch?v=ZobviOL8Q3I&t=1s

Click on the image below for a PDF of the top tips shared – including some from Mayor Sam Broughton himself!  These resources will be added to our Governance for Charities information page.

We continue to get lots of great feedback on the Charities Healthchecks that was cowritten with about 100 of you last year – there are 6 parts to it and can send if you would like them.

All the videos of the Seeds Impact Conference are up and many are also audio episodes joining the 383 interviews on Seeds Podcast – check them out as you might not have caught them all!

Am really looking forward to a session for Community Governance Aotearoa, which we help with the setup, on the topic of changes for Charities – it is free and will be joined by Andrew from Charities Services and Michelle from Volunteering NZ.

And for you book lovers, have just released “The Apple Tree” – a picture book with deeper meaning underlying it – someone recently bought 50 copies to give away to people attending a course they provide and the University of Canterbury UCE bought 100 to give away as presents to speakers.  Also, this interactive site has the music that was composed for the book as well and memories of special people who are like apple trees too so check it out https://theseeds.nz/tree/

For those in Christchurch, watch out for the next Impact Lunch – almost 30 of us gathered on Wednesday to network and collaborate.

Recent LinkedIn posts that may interest:

Drop me a line with your news and upcoming things and I might share it out for others to know about – and we are always happy to have conversations about legal issues you may be facing – with 80 people in our firm we cover many legal topics ranging from property, disputes to contracts and charities.

There are 917 of you who get this email – feel free to forward it on to others and if you got it that way, just let me know if you want to be added.  Or if you no longer wish to receive updates just let me know that too!

Ngā mihi

Steven

Kia ora All,

Like all of you, I am ready for a break and fly out – today!  I am ready for the holidays.  But we have been putting out some impact team content recently so sharing as may help you.

Videos:

Articles:

Upcoming sessions:

And a Book!

My colleague Kris has done a fantastic job on creating a book for State Integrated and Private Schools and there is now an “Information Hub” with articles and more for them.

You can find out more at this link: https://www.parryfield.com/schools-education-information-hub/

And another book!  Though not legal this time – the Apple Tree is a picture book for adults, to encourage people like you – makes for great presents, let me know if you’d like a  copy – $20 each or 3 for $50 – info https://theseeds.nz/books/the-apple-tree/ includes a video of reading it out.

And a picture of the team to finish off!

Merry Christmas!

-Steven

Kia ora!  Hope you are all enjoying Te Wiki o Te Reo Māori (Māori Language Week 2023) and even trying out some new kupu!

The feedback on the Charities Healthchecks has been amazing – I pasted an example below, thanks again to the 100 or so of you who inputted on them!

This update email is about “Seed Habits”, a very short little book reflecting on the 9 key principles I’ve learned from the 364 conversations on seeds podcast.

Would you like a copy?  I am giving it away to anyone who signs up for the Seeds Impact Conference which currently has 268 people signed up – it is all online on 5th October, with 27 sessions and about 80 panellists and the cost is just $20 or apply for a scholarship (means you get in free) – join us?

Feedback on healthchecks:

“The board sends their gratitude to you for the incredible mahi you have put into the Guide.  At last night’s board meeting they remarked on the braided river metaphor, investment behind it and outcome when we discussed it in last night’s Board Meeting and asked me to pass on their thanks.  Thank you.”

I’ve enjoyed being at the Philanthropy NZ conference in Wellington the last few days – recording sessions for seeds to share later, thanks for the opportunity to do that Sue, Lynne, Gin and the team there.

Incorporated Societies note…

Our team is working every day with many many small, medium and very large #Incorporated #Societies to update their rules before the reregistration starts on 5th October.

🌿That period will run for 2.5 years until April 2026.  If you don’t reregister you’ll be removed…all 24,000 incorporated societies need to take action.  Currently 6,660 are also registered charities.

🌳We have free monthly webinars that have reached about 800 so far attending – info and sign ups is at our information hub which has more than a dozen articles, videos, and how to get our free guide with the 10 things to know.  All that is here: https://www.parryfield.com/home/blogs/resources-for-the-incorporated-societies-act-2022/

🌊 We are helping in two main ways:

  1. Helping #rewrite #rules (we have developed a set of rules which will meet all new requirements) and helping reregister;
  2. Considering if the entities #should reregister or if instead its best to consider #transitioning to another entity type – such as a charitable trust.

Let me know if you’d like to talk!  Or forward on to others.

Ngā mihi
Steven

Kia ora All,

I am pleased to release the Charities Healthcheck guides.  Huge thanks to the 100 people who helped make this possible by reviewing, commenting or encouraging (each of you are listed at the start of these ‘collaborative’ guides).

This integrates in the final feedback received including now having an “Overview” document containing the top 3 points from each part, so it can be used on its own for the really ‘essential’ health check and not overwhelm.  We will aim to update this in a year and continue to provide lots of other resources, guides, articles etc at this Charities Information Hub where anyone can request these.  Feel free to post or share that link so others know about this and if you tag me will add a comment too.

Honestly, this turned into a bigger project then first anticipated – but most important, it should help many!  What else could we all collaborate on?

Also don’t forget that 170 people have signed up for the Seeds Impact Conference already – join them on 5th October?  Just $20 and 27 sessions with about 70 speakers https://seedsconference.nz/

Two things I am excited about at the moment – releasing this very special 2 hour conversation with Tā Tipene O’Regan (listen here) on the people who shaped his life, and that The Apple Tree will be released in just a few weeks – info here.  Let me know if you’d like a copy?  Have a great day everyone!

Ngā mihi

Steven