Risk and Sustainability Conference 2017

Tuesday, 28 Nov 2017, 09:00 - 17:00


Innovation and lean and agile working aren’t just for the corporate digital world – these business principles have proven to be key to adding value, using scant resources more effectively, and, moreover, to being sustainable.

In theory therefore, ideal for charities! But what about risk? In a traditionally risk-averse sector where governance, regulation and reputation create a fear of failure that can stifle innovation, is there anything we can do?

This year’s Risk Conference brings together leading sector experts Kate Sayer and Naziar Hashemi, and Rosie Chapman, who oversaw the development of the new Charity Governance Code. They are joined by Kevin Wardby, co-founder of social-innovation pioneers, Good Innovation, who, in his previous role, set up Cancer Research UK’s innovation unit, transforming the charity’s income generation business model.

Together they will show you how to map and manage risk, tackle the GDPR, assess your sustainability, diversify your income streams to become more resilient, manage your reserves to invest in innovations, and create a culture among your staff and board that is more open to risk – all of which can improve the resilience and sustainability of your charity. 

An exhibition will run throughout the conference day, giving access to delegates the opportunity to network with peers and sector experts. 

This conference is kindly supported by:

Institute of Risk Management logo


09:00 - 09:45

Registration and refreshments

9:45 - 10:00

Chair's Welcome and Introduction

John Tranter, Director of Resources, Independent Age
Nicki Deeson, Chair of CFG Board

10:00 - 10:30

Opening Plenary

Kevin Wardby from Good Innovation will talk about the risk of not innovating or innovating too late for the changes to have effect. How do you become a more agile organisation, learning to adapt to new situations and bounce back from failures?

Kevin Waudby, Good Innovation

10:30 - 10:35

Move between sessions

10:35 - 11:15

Session 1A: HR and risk culture

This session will give an overview of how finance and HR teams can work together to create an appropriate risk culture for the organisation while supporting changes within the organisation.

Deirdre Carty, Director of HR and Office Services, The Nuffield Foundation  

Session 1B: Assessing and measuring your sustainability

In order to move forward with business plans, gain funding and check the health of your organisation, it is a good idea to assess your sustainability. This session will show you useful ways of measuring and assessing your current level of sustainability.

Bruce McCombie, Head of Partnerships, Pilotlight

11:15 - 11:45

Break for refreshments

11:45 - 12:35

Session 2A: Data Protection and GDPR

The new General Data Protection Regulation (GDPR) will be come into effect in May 2018 and charities that fail to make the changes could risk long-lasting reputational damage.  This session will explain what you need to do to make sure you’re compliant.

Ian Singer, Partner-IT, PKF Littlejohn

Session 2B: Lean processes

Ensuring your organisation is operating at maximum efficiency can enhance its long-term sustainability. Applying lean methodologies can increase your effectiveness, without the need for increased resource. Hear how lean processes can benefit your organisation.

Nigel Kippax, Managing Director, The Trustee Fellowship

12:30 - 12:35

Move between sessions

12:35 - 13:20

                                                    Lunchtime plenary                                                                The latest trends that will impact the financial sustainability of the charity sector

This session will discuss the latest economic, social and political trends that could impact on the financial sustainability of charities, both in terms of their ability to raise money and how they manage it.

Heather McLoughlin, Policy and Public Affairs Officer, CFG

13:20 - 14:20


14:20 - 15:00

Session 3A: Assessing your risk appetite

Risk taking is a loaded concept for charities. We must balance the benefit of taking risks with the impact on our beneficiaries. This is further complicated by charity governance – trustees set the appetite for risk, but implementation is carried out by staff.

Naziar will outline factors to consider when setting your charity’s risk appetite so that all stakeholder objectives are considered. You will learn what steps you can take for effective implementation.

Naziar Hashemi, Partner, Crowe Clarke Whitehill

Session 3B: Building resilience through diversifying your income

Sustainability relies on continued funding, but as traditional income sources become increasingly scarce, new business models must be considered.

The idea of developing alternative activities throws up questions around how to resource these and whether there will be an impact on delivery of your primary charitable purpose. This session explores where to start in re-imagining your income streams, and the steps you can take to mitigate against risk.

Jim Beirne, Chief Executive, Live Theatre

15:00 - 15:05

Move between sessions

15:05 - 15:45

 Session 4A: Using reserves wisely

Kate is an expert on the subject of reserves, has writing articles in sector press and published several guides, including Beyond reserves and Reserves policies made simple.

Here she will share her knowledge in this area, highlighting the real risks of not using your reserves appropriately, and the factors to consider when deciding how to set your reserves policy.

Kate Sayer, Partner, Sayer Vincent

Session 4B: Hidden Treasure

How do you know you've identified all your assets? Are you sitting on assets and not doing anything about them? Do you know with 100% certainty what all your assets are and how much they're worth.

The risk of not identifying and maximising hidden assets is often overlooked yet dealing with it can have significant benefits in terms of financial sustainability.

Turn2us has created a very practical strategic asset plan arising from its systematic audit of hidden and latent assets.  Petra Gomersall and Geoff Coe, who are specialists in legacy & will trust administration and in property strategy, will be here to tell us how they've proactively worked together to redeem the value of these assets for Turn2us over the last 2 years. 

Petra Gomersall and Geoff Coe, Turn2us

15:45 - 16:15

Break for refreshments

16:15 - 16:50

Closing Plenary – Code of governance

The new code of governance repositions the role of risk. In this final session, Rosie Chapman explores how to create long-term sustainability through choosing the right board, and discusses the importance of allowing the board to have diversity of thought and openly challenge and question current processes.

Rosie Chapman, Chair, Charity Governance Code Steering Group


Close of conference 


End of conference

Venue Details


Inmarsat, 99 City Road, LONDON, EC1Y 1AX

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Bookings & Prices


  • Early Bird CFG Member - £121.00; Available until the 17th October
  • CFG Charity Member - £162.00;
  • Non CFG Member Charity - £183.00;
  • CFG Subscriber Company - £285.00;
  • Non CFG Subscriber Company - £438.00;

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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