Technical Update Conference 2018

Thursday, 22 Mar 2018, 09:30 - 16:30


Keeping up to date with the latest regulations and developments is essential for a charity’s finance team to ensure you remain compliant and that your organisation’s operations are running effectively and efficiently as possible.

This one-day conference will provide everything you need to know with regulatory updates on the fundraising code, GDPR, the new Charity Governance Code and legal updates on the lobbying act, serious incident reporting and changing your charitable objects. There will also be sessions on accounting and reporting, VAT and tax and Gift Aid.

Who should attend?

Finance directors, finance managers, senior accountants, directors, charity consultants and trustees.

This event is kindly hosted by:




Registration and refreshments



-       Changes to the fundraising code
-       GDPR

-       New governance code
-       MLR 2017
Andrew O’Brien, Director of Policy and Engagement, CFG


Accounting and Reporting: A year in review

- Annual reporting update - accounts and returns
- Current consultations
- Charity Commission update and focus for the coming year
Jen Gerrard, Gerrard Financial Consulting


Refreshment break


Legal update
-Developments at the Charity Commission in particular reporting serious incidents
- Developments in Charity law proposed by the Law Commission
- Disqualification of Charity trustee and senior managers
- Converting CLGs to CIOs
- Charitable companies - members' fiduciary duties
Andrew Studd, Partner, Russell-Cooke


HR update
- Managing workers in a gig economy
- Gender Pay reporting
- Family leave
Richard Cummings, Director, HR Division, Kingston Smith




Gift Aid
- GASDS and top ups
- Using the community building rule vs single allowance top ups
- Donor intermediaries
Jon Daley, Senior Tax Manager - Charity, Buzzacott


VAT & Tax
- Latest case law and tribunal hearings that will have an impact
- Defining contracts vs grants
Helena Wilkinson, Partner and Leila Ong, Manager, Price Bailey


Refreshment break


Governance update
- The impact of the new governance code and how charities are realising the changes
- General developments to support board effectiveness
Sam Coutinho, Partner, haysmacintyre


Final questions



Venue Details


Mills & Reeve 24 Monument St, LONDON, EC3R 8AJ

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Bookings & Prices


  • Early Bird CFG Charity Member - £81.00; (no longer available)
  • CFG Charity Member - £101.00;
  • Non CFG Member Charity - £132.00;

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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© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
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