Staff / Lisa Robertson
Senior policy manager, HFMA
Lisa a senior policy manager at the HFMA responsible for delivering a programme of guidance and research to support members and the wider NHS finance community. Her key areas of focus include governance, audit, system working, devolved nations, leadership, workforce, students and diversity and inclusion. She provides policy support to the HFMA’s Policy and Research Committee, Governance and Audit Committee, ICB Finance Group, Four Nations Group and Student Committee.
Lisa is a qualified CIPFA accountant with over twenty years external audit experience in the public sector, having previously worked at the Audit Commission and Grant Thornton.
Recent work
Work recently published by this person.
This briefing summarises the current audit context and shares top tips to plan for an audit that runs as smoothly as possible.
This paper provides NHS non-executive directors with key reminders as they review their 2023/24 annual report and accounts.
This short paper is intended to support audit committee members to easily understand the range of external audit reports and additional powers.
This paper covers: what a good year-end working paper looks like; good practice arrangements; and some key issues to consider for 2023/24.
This briefing set out for members what the head of internal audit opinion is and why it is important, along with key requirements and considerations.
The HFMA broadly supports the proposed changes although we do have concerns over the timing of the May 2025 backstop date.
Past events
Events this person was recently involved in.
This conference provided those responsible for financial reporting the opportunity to start to plan for the financial year-end.
HFMA members, associates and friends come together again for the biggest and most prestigious HFMA event of the NHS finance calendar.
Dr Ian Davidson gives an update on the GIRFT workstream and sharing what they have found out so far on the deep dive visits to mental health trusts