South West & Wales Conference 2013

Wednesday, 16 Oct 2013, 09:00 - 16:15


South West & Wales Conference 2013

This year's conference is kindly sponsored by

Crowe Clark Whitehill

We are delighted to be returning to Bristol, at the Bristol Hotel on 16th October 2013.

Once again we have a brilliant line up of speakers and a relevant and interesting programme. With three plenaries this year we are thrilled to have Joe Saxton, nfp Synergy looking at HMRC audits, an opening session on the future of the sector in England and Wales, and a closing plenary discussing how to be an inspired financial leader given by David Locke, BMS World Mission. 

We then have sessions updating you on fraud and financial abuse, funding in England and Wales with the Big Lottery Fund, the new SORP, tax and gift aid and practical tips for auto enrolment, as well as a panel debate on public service delivery in Wales given with Eleanor Marks, Welsh Government, Gareth Coles, WCVA and John Savage, Nightingale House Hospice.

Last year’s two stream programme went down really well with you and we’re delighted to again be bringing you a choice of sessions to help you tailor your day to meet your needs. During the day there is ample time to discuss issues and share experiences with other finance professionals who are facing similar challenges. The conference can also support your personal development with over 4 hours of CPD.

With excellent travel links from the South West and Wales we look forward to seeing many of you in Wales.

Download the South West and Wales programme here pdf icon

Exhibiting at this year's conference are:

Asset Risk Consultants Limited

Brewin Dolphin


Charities Aid Foundation

Charity Finance Group

Crowe Clark Whitehill LLP

Ecclesiastical Investment

Grant Thornton

Jupiter Asset Management

M&G Invesments

MHA Broomfield

Newton Investment Management

Sayer Vincent





Opening plenary - The future of the sector - Dan Corry, NPC

The voluntary sector has been facing increasing challenges year on year, with cuts in funding and reduced donations leaving some charities struggling to survive. With this in mind, charities are wondering where the sector will be in ten years’ time and what changes and innovation will take place. This plenary will reflect on these questions, offering ideas for the shape of the sector in the future and where innovation and change may take place within the sector in the South West and Wales.


Session 1B – Fraud - Collin Belcher, National Fraud Authority

Collin Belcher discusses the findings from the latest Annual Fraud Indicator, highlighting contextual information about where the data sits and the counter fraud landscape as a whole.

Session 2A - Views from a funder - Lisa Horton & Lara Ramsay, Big Lottery Fund

Lisa and Lara talk about how the Big Lottery Fund works and what you need to know when applying for funding.


Session 2B - SORP - Kate Sayer, Sayer Vincent

Kate looks through the proposed new SORP and looks at the ways that charities can prepare for the new SORP before its final release in 2014.


Session 3 - An HMRC PAYE audit: turning pain into better financial practice - Joe Saxton, nfpSynergy

Joe talks through what a PAYE audit involves and the different issues that arose, and how nfpSynergy have tried to use the experience to improve their overall financial management.


Session 4A - Tax and gift aid update - Guy Biggin and Andrew Norman, Crowe Clark Whitehill

Guy and Andrew take us through the latest developments in tax and gift aid that impact charities and explain the rules and offer practical tips to help charities plan for these developments.


Session 4B - Auto enrolment - Kathie Burton, Penny Brohn Cancer Care and Simon Belcher, Foster Denovo

Ian shares his experiences of working with charities as they prepare for auto enrolment and the lessons learned so far. Kathie shares her experiences of Penny Brohn's auto enrolment experiences to date, including some of the key decisions that they have had to make as an organisation.


Closing plenary - How to be an inspired financial leader - David Locke, BMS World Mission

This session looks at the strategy one should have as a Finance Director within the bigger picture of the organisation and how one translates this plan into the wider message of a charity.

Venue Details


The Bristol Hotel, Prince Street, BRISTOL, BS1 4QF

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Bookings & Prices


• CFG Charity Member - £105.00

• CFG Charity Member Colleague - £115.00

• Non CFG Charity Member - £136.00

• CFG Corporate Subscriber - £168.00

• Non CFG Corporate Subscriber - £273.00

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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