Midlands members' meeting

Thursday, 14 Jun 2018, 13:00 - 16:30


Finance strategy

Join us at this meeting to look at how you can implement a winning financial plan, how to make sure your organisational plans are well aligned with your strategy goals, and to hear an update about taxes. 

Kindly hosted by 


13:00 – 13:40

Lunch and registration

 13:40 – 13:45

 Chair welcome and introduction

Nicky Deeson 


13:45 – 14:30




Financial strategy

Learn how to implement a winning medium-term financial strategy with clear goals and what actions you need to take over a three to five year period to achieve them. Find out how you can build in flexibility in your financial strategies to adapt to fluctuations in income and expenditure.

Q&As and Discussion

14:45 – 15:30

Break for refreshments

15:30 – 16:15



 16:15 – 16:25

 Aligning your planning and strategy

 Ensuring that your organisational plans are aligned with your strategic goals is essential to the success of your charity. This session will offer practical guidance on to how you can ensure that they are complementary and how you can embed your goals in delivery of your charitable purpose.  

Q&As and Discussion

Anna Spencer-Gray, Audit Director, RSM


Chair close and meeting ends.

Venue Details


St Philips Point, Temple Row, BIRMINGHAM, B2 5AF

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Bookings & Prices


  • CFG Charity Member - FREE;
  • CFG Subscriber Company - 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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© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
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