Northern members' meeting

Thursday, 3 May 2018, 13:00 - 16:30


Digital Transformation

Digital Transformation is reinventing organisations through the use of digital technology. The pace of change over the last years has been hugely significant with businesses accelerating their digital capabilities at an astonishing rate.

With this rapid transformation comes the need to properly harness digital technologies and put them into effective use. Join us at this meeting to find out more about new systems such as Making Tax Digital, how to get your data ready for the new GDPR regulation what are the latest updates on Tax.

Kindly hosted by


13:00 – 13:40

Lunch and registration

13:40 – 13:45

Chair welcome and introduction

AndrewO’Brien, Director of Policy and Engagement, Charity Finance Group


13:45 – 14:30

Making Tax Digital: digital changes to accounting systems

Making Tax Digital is a key part of the government’s drive to make it easier for individuals and businesses to keep on top of their tax affairs. If you are VAT-registered then you will need to move to digital record keeping and use software to record all your VAT invoices and receipts. Find out more information about the new system and learn how to make annual reports online.

PaulWhelan, Senior VAT Manager and Ashley O’Carroll, Assistant Manager – Indirect Taxes,BDO UK LLP

14:30 – 15:15

GDPR: Getting your data ready

Everything you need to know about preparing your data for the new GDPR regulation that comes into force in 2018.


Peter Parker, Partner and Sue King, Partner, Wrigleys Solicitors LLP


15:15 – 16:00

Break for refreshments

16:00 – 16:25

Charity Finance Group’s tax consultation

Tax relief is one of the biggest advantages of registering as a charity, yet for many charities it has become a headache rather than a support. CFG has done a great deal of work on tax, but we’d like to know what the biggest challenges facing charities are and how they would like the rules to change. There will be a short presentation on recent tax changes and then a chance for discussion.

Andrew O’Brien, Director of Policy and Engagement, Charity Finance Group

16:25 - 16:30

Chair close and meeting ends.

Venue Details


Brewin Dolphin, 10 Wellington Place, LEEDS, LS1 4AN

View Larger Map

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.

Download calendar entry

  • Email
  • Twitter
  • Facebook
  • Linkedin

© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.