CFG Conference: Leeds 2017

Tuesday, 4 Jul 2017, 09:15 - 16:45


CFG is pleased to announce our ‘CFG Conference: Leeds 2017’, formerly the CFG Northern Conference.

The conference offers an exciting line up of speakers and topics providing a regional outlook and addressing key issues impacting the charity sector as a whole.

This year’s two stream programme will be made up of sessions including industry updates, technical tips and case studies for you to choose from to customise your day.

There will be an exhibition running alongside the conference programme and delegates will have the opportunity throughout the day to meet exhibitors working in a range of service areas and discuss their charity’s needs.

This event is a great opportunity for attendees to network, get updates on the latest developments and share experiences with their fellow delegates in the North of England.
Attending the conference can also support your continuing professional development.

Exhibitors at this year's conference are:

Brewin Dolphin


DE Ford

Edentree Investment Management

European Wealth

HSF Health Plan

Quilter Cheviot

Rathbones Investment Management

Standard Life Wealth



09:15 - 10:00

Registration and refreshments


Chair's Welcome and Introduction
Emma Willder, Vice-Principal; Finance and Resources, The Co-operative Trust
Kerry Shea, Finance Director, Everybody Sport and Recreation


Opening Plenary
Kathy Evans, Children England


Break for refreshments


1A – Fundraising Update
Ensure your charity is compliant with the latest fundraising regulation changes, and get an update on other developments across the sector.
Stephen Service, Fundraising Regulator

1B – Gift Aid Donor Benefits
Donor benefit rules are set by HMRC and determine the level above which a donation is no longer considered a voluntary gift. They can be any service or item given by your charity to the donor, there are certain limits as to what is a benefit, which means that in most circumstances you are still able to offer a small ‘thank you’ gift to your donors. This session will explain donor benefit rules in further detail.
Anjelica Finnegan, CFG


Move between sessions


2A – VAT and Tax Update
Business rates, Insurance premium tax, irrecoverable VAT - the tax burden on charities is heavy and imminent changes are expected to add to the cost. This session will provide you with everything you need to know to be prepared.
John Forth and Richard Wilson, RSM

2B – Working across multiple teams
Finance professionals are being asked to cover many different functions and being able to build effective relationships and manage multi-disciplinary teams is becoming ever more important.
Jo Garnham-Parks, Director of Finance & Operations, CAPE UK




HR Update
Gain an insight into how gender equality legislation will impact charities and get an update on other HR issues across the sector.
Andrew Davidson, Hempsons

3B – Investing in skills
Investing in staff development is vital to attract and keep talented people, charities may struggle to justify the costs in the short term but the longer term opportunities will outweigh the initial outlay.
Stephen Baker and Tom Pearce, Grant Thornton


Move between sessions


4A – Pensions Update
Pensions deficits, defined contribution schemes and exit fees for multi- employer schemes - these are just some of the many issues surrounding pensions provision for charities. A pensions expert will guide you through the essentials.
David Davison, Spence and Partners

4B - Working with commissioner
Find out how to work and engage with commissioners so that charities can have input in policies and commissioners can gain a greater understanding of the charity sector.
Malka Livingstone, Women’s Aid and Rehaila Sharif, Imkaan


Refreshment break


5A – Data Protection
Recent high-profile fines from the ICO have thrown the spotlight on data protection, and with the new stringent regulations (GDPR) in the pipeline, this session will cover these and other issues and concerns around data protection. 

Ian Singer, PKF Littlejohn

5B – Investments
Despite recent political upheaval across the globe, with Brexit and the US elections, economies have been resilient, but no-one can predict what's on the horizon. Hear the very latest expert insight on charity investment.

Adrian Maxwell, Rathbones


Move between workshops


Closing plenary - Michelle Russell, Charity Commission


Chair’s close


End of conference

Venue Details


The Met Hotel, King Street, LEEDS, LS1 2HQ

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Bookings & Prices


  • Early Bird CFG Charity Member - £121.00; Available until the 23rd May
  • CFG Charity Member - £162.00;
  • Non CFG Member Charity - £183.00;
  • CFG Subscriber Company - £285.00;
  • Non CFG Subscriber Company - £336.00;

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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