CFG Conference: Birmingham 2018

Wednesday, 7 Feb 2018, 09:15 - 16:45


CFG’s flagship event in the Midlands returns to Birmingham. This year we’re on a mission to encourage charities to look to the future and with the political, social and economic climates changing so rapidly, it's essential that charities keep up to speed with the current regulatory landscape. Covering topics such as VAT, fundraising, GDPR and good governance, the conference also provides a chance to learn from pioneering sector leaders whose innovative approaches have improved performance and efficiency. 

An exhibition will run throughout the day and give delegates an opportunity to network with peers and sector experts.

Who should attend?

This conference is ideal for charity finance teams, trustees, CEOs and treasurers. 

This event is sponsored by:

Supported by:

This years' exhibitors are:

Advanced Business Software and Solutions
Brewin Dolphin
Charities Aid Foundation
Edentree Investment
HSF Healthplan
MHA Macintyre Hudson
Quilter Cheviot
Sayer Vincent
Waverton Investment Management



Registration and refreshments


 Chair’s welcome and introduction


 Opening plenary – The region in the coming year

The opening plenary will look at what you can expect for charities in the region over the next twelve months, give a vision for the future and discuss how this might impact you.


Break for refreshments


1A – Tax and  VAT update

This session will give you the latest updates on tax and VAT including HMRC’s new digital process of reporting and irrecoverable VAT.

Alison Horner, VAT Partner, MacIntyre Hudson

1B – The Finance Journey

Simon will share his Finance Journey, offering ideas on how to move the finance function from the back office to engage more with the wider organisation and become a key decision maker.

Simon Hopkins, CEO, Turn2Us


Move between sessions


 2A – Gift Aid

This session will give the latest updates on gift aid and how these may affect your charity's income.

Graham Batty, Associate Director, RSM UK

2B – Making your management accounting process effective

CFG have transformed the way they do their management accounts over the past few years. Martin and Dawn will discuss how this transformation took place, the processes and procedures they put in place to make sure it was effective and efficient and the impact this change had on the way CFG works.

Martin Hubbard, Director of Finance and Dawn McNish, Director of Business Development, CFG




Lunchtime Troubleshooting drop-in

We will be holding a drop-in session to answer all your finance questions.

Rachel Cooper, Welbeck Consultancy


 Lunchtime plenary – Brexit - What do we do now?

Effects of Brexit have already begun to be seen across various areas. What can you do to make your charity more resilient? What should you be focused on and what might your charity look like going forward into a post-Brexit Britain?

Andrew O'Brien, Director of Policy and Engagement, CFG


Move between sessions


3A – HR update

This session will explore the most recent HR developments on areas such as  gender equality legislation and how this will impact charities.

Maria Aguilar, Director, HR Services Partnership

3B – Commissioning

This session will explore commissioning, including effective bids and how to improve applications. It will look at evaluation, and how finance fits in to this, and will also look at how to build relationship with those commissioning.
Melanie Mills, Social Sector Engagement Director, Big Society Capital & Haydn Brown, Head of Procurement Strategy and Development, Birmingham City Council


Break for refreshments



New data protection regulations mean that charities will need more robust measures in place to protect their stakeholder data. This session will explain the new GDPR and what you need to do to become compliant.
John Sharples and David Fardell, Buzzacott Giving Solutions Team

4B – Fundraising

This session will give delegates an update on fundraising regulation and the latest developments. 


Move between sessions


 Closing plenary – Update from the Charity Commission

The Charity Commission will close the conference by giving a look at the latest regulations and an insight into their most recent investigations.

Michelle Russell, Director of Investigations, Monitoring and Enforcement, Charity Commission


Chair’s close


End of conference

Venue Details


Birmingham City Council, Council HouseVictoria Square, BIRMINGHAM, B1 1BB

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Bookings & Prices


  • Early bird CFG Charity Member - £111.00; (No longer available)
  • Early Bird BVSC Charity - £111.00: (No longer available)
  • CFG Charity Member - £142.00;
  • BVSC Charity - £142.00:
  • Non CFG Member Charity - £172.00;
  • Small charity less than £1m - £99:00

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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