Annual Conference 2017

Thursday, 18 May 2017, 09:00 - 18:30


Theme: Stepping up, leading the way

This year CFG celebrates 30 years of championing strong financial leadership across the sector, supporting and guiding our members and others through many challenges and changes over the past three decades.

CFG’s Annual Conference returns to the QEII Centre in London on 18 May 2017.The conference is the must-attend event of the year for all finance professionals working in the charity sector.

We have a diverse range of speakers confirmed, for presentations, workshops and panel discussions, in addition to three thought-provoking plenary sessions.

Our event exhibition runs alongside the main conference programme and offers a comprehensive marketplace of over 50 suppliers and service providers who can assist in tackling the issues your charity faces and help you manage your charity more efficiently.

Don't miss this opportunity to gain practical advice from our expert speakers, hear insightful charity case studies, browse the conference exhibition and join in the debate on the big challenges facing the sector and finish the day networking with your peers at our drinks reception.

CFG's Annual Conference is kindly sponsored by

Grant Thornton

Media partner

Conference Exhibitors

Allen Lane 
Arthur J Gallagher
Blackbaud Europe
Brewin Dolphin
Cazenove Charities
Charity Financials
Crowe Clark Whitehill
D E Ford Insurance
Diversity Travel
Edentree Investment
European Wealth
Grant Thornton UK LLP
Hays Senior Finance
HSF Health Plan
Kingston Smith
LAKE Financial Systems
MHA MacIntyre Hudson
Michael Page
Morgan Law
Newton Investment
PS Financials
Quilter Cheviot
Robertson Bell
Saffery Champness
Sarasin & Partners
Sayer Vincent
Second Sight
Smith and Williamson


For details of the sessions please download the full programme here


Registration and refreshments


Chair’s welcome - Ian Theodoreson, Chair, Charity Finance Group
Introduction by Caron Bradshaw, CEO, Charity Finance Group
Opening Plenary - Vibrant Economy – Sacha Romanovitch, CEO, Grant Thornton


Move to required session







1A – Reporting under the new regime
Helena Wilkinson, Price Bailey & Andrew Whitehead, Marie Curie

1B - Culture: the role of finance
Judith Miller, Sayer Vincent

1C – Pensions Update
Fiona Frobisher, The Pensions Regulator

1D - Workshop: Involving staff in Governance issues
Jenny Howard, Muscular Dystrophy UK

1E - Public Sector Partnering
Ed Livesey, The Wildlife Trust


Break for refreshments


2A - The role of procurement and its relationship with finance
Adrian Warburton, WWF-UK

2B – Leading Change in Uncertain Times
Pesh Framjee & Naziar Hashemi, Crowe Clark Whitehill

2C - Tax oddities
Jasmin Bryan, BDO LLP

2D - The trustees, the fraudster and the role of the auditors
Cara Turtington & Liz Hazell, Saffery Champness

2E - Panel discussion: New Sources of Funding
Dan Hird, Triodos, Nick Temple, Social Enterprise UK and Lesley Dixon, PPS


Move to lunchtime plenary


Lunchtime Plenary - Brexit Panel and Q&A
Fabian Picardo QC MP, Chief Minister, HM Government of Gibraltar
Baroness Hayter, Shadow Minister, DExEU




3A - Panel discussion: 4Children – prioritising the needs of beneficiaries in the face of financial crisis
Chair: Andrew Studd, Russell-Cooke LLP

3B – Developing a finance team talent strategy
Nicki Deeson, Amnesty International

3C - How can good information management strengthen your charity's reputation?
Dr Charlotte Clements, University College London

3D - Panel discussion: Governance
Neal Green, Charity Commission
Andrew O'Brien
, Charity Finance Group
John Williams, Association of Chairs
Judith Miller, Sayer Vincent

3E - Tech and trends
Chris Higham, Virgin Money Giving


Move between sessions


4A - What a difference a year makes…
Kathryn Burton, haysmacintyre & Linda Cherrington, MNDA

4B - Stepping up
Simon Hopkins, Turn2Us

4C - Seven Big Ideas
Neil Goulder, Keech Hospice Care

4D - Trustee financial skills, competencies and training
Sudhir Singh, MHA MacIntyre Hudson

4E – TBC


Break for refreshments


Closing plenary – Creating an Agile Organisation
Simon Hayward


Closing remarks by the chair


Drinks reception

Venue Details


The Queen Elizabeth II Conference Centre, Broad Sanctuary, LONDON, SW1P 3EE

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Bookings & Prices


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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