London & South East Members' Meeting - London

Tuesday, 17 Oct 2017, 15:00 - 18:30


Accounting and Reporting

Annual reports are an opportunity to provide a clear overview of your activities and finances to funders and other interested individuals. This meeting will provide updates on accounting regulations, how to prepare your annual report and tips from a grant making organisation on how it should be presented from a funder’s perspective.

We have also revamped the format of our members meetings to make them more discursive and allow members more time to learn from and share experiences with peers. 

This meeting is kindly hosted by:

RSM logo


15:00 – 15:30

Registration, Networking and refreshments

15:30 – 15:35

Chair’s welcome 

Brigid Janssen, CFG Trustee

15:35 – 15:40

Welcome from venue

15:40 – 15:55

CFG Annual Report

15:55 - 16:25

Policy Update

Andrew O'Brien, CFG 

16:25 - 16:55

Session 2: How to prepare a good annual report

Preparing your annual report doesn’t need to be a daunting experience, identifying who should be involved in content and being open and honest about how long the process will take will help you get the information you need in a timely manner. The final report should be clear, focused and well written. An example of a good annual report will be presented.

John Tranter, CFG Trustee

16:55 – 17:25

Session 3: What does a big funder look for in a report

Hear from a grant making organisation about how your organisation can create an annual report that funders want to read.

Harriet Stranks, Director of Grant Making, Lloyds Bank Foundation

17:25 - 17:30

Chair's close

17:30 – 18:30

Networking Drinks

Venue Details


RSM, 25 Farringdon Street, LONDON, London, EC4A 4AB

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Bookings & Prices


  • CFG Charity Member - FREE;
  • CFG Subscriber Member - FREE

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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