LATIF Online June 2026

Lee joined CCLA in 2022 after 28 years’ experience within the financial services industry, with the last 11 years being spent in the Charity & Local Authority sectors and the wider Social Economy, providing debt finance to support organisations to buy or build residential & commercial property to meet social demands, creating impact within communities & nationally. Lee is responsible for managing relationships with CCLA clients.

Over the last 23 years, Lee has held a number of senior management roles both regionally & nationally and has a widespread knowledge of the Commercial/Corporate/Local Government sectors and the social economy.

Lee is the former President of a Chamber & Trade & Commerce, one which became one of only a handful in the country to convert to CIC status.

Outside of work Lee is a trustee & volunteers at various charities.

Dan Bates is a finance specialist at LG Improve. He leads LG Improve’s Financial Resilience function, enabling councils to adapt to a leaner, more outcomes focused way of working.   Working with all types of authorities on financing and funding to modernise financial management, outcomes-based budgeting and well-being and social value. 

David joined Arlingclose 2010 and holds the Association of Corporate Treasurers Diploma in Treasury Management. David is a director of Arlingclose and responsible for client advisory services, he also heads up the debt management team, with an emphasis on the formulation and implementation of funding strategies. Current projects include managing iDealTrade.net, renegotiating long-term loans and developing alternative funding products with a variety of financial institutions. David also regularly delivers training for finance teams and Elected Members, covering debt and investment risk management and the local government finance regulatory framework. David has been providing treasury management consultancy services to public sector clients since 1997. He was Assistant Director at Butlers Treasury Consultancy, a division of ICAP plc, where he managed several client accounts and was a regular speaker at training events and seminars on treasury management issues.