Annual Conference 2019

Charity finance policy Financial sustainability Governance, regulation and compliance Accounting and reporting Leadership

Thursday 16 May 2019

The Queen Elizabeth II Conference Centre
Broad Sanctuary
LONDON SW1P 3EE

 

CFG’s Annual Conference is returning as the must-attend charity finance event of the year, connecting sector leaders and professionals across the charity and corporate worlds. 

Through sharing knowledge, learning from tried and tested practices and exploring practical, usable tools, you will take away valuable solutions to apply in your own organisations.

This year’s theme: Confident, Dynamic, Trustworthy. 

Annual Conference 2019

CFG’s core mission is to inspire a sector that is financially confident, dynamic in the way we work and respond to the many challenges that arise, and ensure that trust is embedded in our relationships across the sector, with our beneficiaries and with the general public.

The Conference is our biggest event of the year and offers five streams of sessions, allowing you to tailor the day to suit your individual needs.

There will be a large exhibition alongside the Conference programme – over 50 exhibitors working in a wide range of service areas will be available for you to meet and network with.

 

Who should attend the CFG Annual Conference?

CFG’s Annual Conference is aimed at anyone working in a role that relates to charity finance – from finance directors, CEOs and finance managers to treasurers and trustees, as well as consultants such as senior accountants and charity consultants.

Whether you’re just beginning your career in charity finance or you’ve spent years in the sector and hold a more senior position, the Conference programme offers sessions for all levels of knowledge, skills and experience.

Don’t miss your opportunity to attend this key event for charity finance professionals.

If your charities income is under £1m please give us a call for the small charities rate: 0845 345 3192

CFG members can access an early bird discount, limited places available.

To book an exhibition stand you will need to be logged in to our website. If you experience any issues with booking an exhibition stand drop us a line!

Please make sure you have selected your sessions when you make your booking, otherwise your booking won't process correctly. You can select your sessions when you click the 'Book Now' button.

 
Speakers

Julian Lomas, Director, Almond Tree

Julian Lomas, Director at Almond Tree Strategic Consulting, is passionate about voluntary service and loves supporting small and medium sized charities to make a real difference for their communities.

Kunle Olulode, Director, Voice4Change England

As Director of Voice4Change England, a membership body of around 400 organisations that campaigns for a stronger and more inclusive civil society to meet the needs of Black and Minority Ethnic people and other disadvantaged communities. Voice4Change have run national fund-raising training programmes for IOF with local groups across England and looked in detail at the barriers to partnerships and collaborations. Publishing ‘Bridging the Gap’ in 2015; a survey report that considered the funding experiences of approximately 100 BME charities and community groups paving the way for setting up of the Joint Funders Alliance between the BME voluntary sector and a host of national funders.

Over last two years Kunle has also been instrumental in looking at ways to enable BME community organisations and charities to utilise social investment effectively to scale up their activities. This work is being developed alongside the Social Investment Business and Charities Aid Foundation.

He's curatorial, programme and audience development advisor to a range of national cultural institutions including the BFI South Bank, The British Library, the Victoria and Albert Museum and the Catalan Institute in London.

Becca Bunce, Co-Director of the IC Change campaign

Becca Bunce is Co-Director of the IC Change campaign. This volunteer-run, award-winning and law-creating campaign calls on the UK government to ratify the Istanbul Convention on violence against women. Becca's paid work focuses on narrowing democracy gaps, ensuring marginalised voices are heard and responded to. She has written and spoken on inclusive practices in the Third Sector and beyond

Anne Bennett, Charity Partner, haysmacintyre

Anna has worked in the charity and the not for profit sector for over 15 years. Having trained and qualified as a Chartered Accountant in 2003, in a specialist not for profit audit firm, she then worked for a number of national charities, including as Finance Director for Hospice UK and most recently Director of Finance and Operations for BBC Children in Need.

Anna has a particular interest in and knowledge of fundraising, grant making and hospice charities and joined haysmacintyre in 2013 to continue to develop her expertise in the charity sector. Anna is a Trustee and Chair of the Audit and Risk Committee of the Money Advice Trust.

Richard Weaver, Head of Charities and NFP, haysmacintyre

Richard became a Partner with haysmacintyre in 2008 having trained in both the corporate and not for profit sectors. He has been actively involved in the internal management of the firm on our Audit Committee and spent five years on the partnership Management Board.

Richard is our head of Charities and Not for Profit team, and is particularly interested in charities delivering care, arts and culture organisations and independent schools. He provides both external audit services and advisory and consultancy services to their management teams, and sees his role as a key adviser for management and trustees in achieving their charitable objects and longer term strategy. Richard has a particular interest in governance and risk management processes, as well as improving financial systems, controls and management reporting.

He has been actively involved in the training of the not for profit team and leads our external trustee training programme. Richard has himself practical experience as a Trustee with the Royal Marines Charitable Trust, part of the Royal Navy and Royal Marines Group. He is their representative on the group finance and audit committee.

Eddie Finch, Partner, Buzzacott

Eddie has over 30 years’ experience working in the charity and not-for-profit sectors. He manages a diverse portfolio of charities, membership organisations and social businesses, operating local, nationally and internationally.

Eddie specialises in advising his clients on structure and governance, business and financial planning, funder assurance and transaction due diligence and provides reviews of systems and processes. Eddie also offers training for trustees and staff.

Edward is a member of the Finance and Resources Committee of Water and Sanitation for the Urban Poor (WSUP. Over the years, he has held a number of trustee roles including as treasurer of his local Age UK charity and of a furniture reuse programme.

Liz Hazell, Partner, Saffery Champness

Liz is the head of Saffery Champness’ national Not-for-Profit Team, and joined the firm in 2014 from PwC, where she headed their national charities practice.

Liz brings a wealth of experience in the charity and not-for-profit sectors to her clients, having worked with a wide range of organisations as auditor and adviser. She worked with a portfolio of commercial and hi-tech organisations for 20 years in London and Cambridge before specialising in the charities, education and not-for-profit sectors since 2003.

Liz’s clients range from new start-up charities to long-established foundations, and she brings insight and pragmatic down-to-earth suggestions to trustees and senior management teams.

Liz is also treasurer and a trustee of the British Red Cross, is a trustee of CABA (the Chartered Accountants’ Benevolent Association) and Chair of the ICAEW Charity Committee. She chaired the ICAEW Annual Charity Conference in June 2018. Liz brings the insight and experiences gained from these roles to her clients.

Naziar Hashemi, Partner and National Head of Non Profits, Crowe UK

Naziar joined Crowe in September 2008 from a Big Four Firm as a specialist Non Profits partner and is now National Head of Non Profits. In addition to providing assurance services she also provides advisory services to a range of charities. These include assignments from risk and finance function reviews, systems, benchmarking and performance measurements and governance reviews.

Naziar leads Crowe’s work on Donor Audits and has knowledge of institutional funding requirements having produced reports for a variety of institutional and governmental donors. Naziar also carries out training for charities and lectures and writes on a range of topics relevant to Trustees and management.

Pesh Framjee, Partner - Global Head of Non Profits, Crowe UK

Pesh joined Crowe in 2008 from Deloitte, where he was Head of Non Profits. He is now Global Head of Non Profits at Crowe. Pesh has been involved in the non profit sector, both professionally and as a volunteer, for over 30 years.

Pesh writes and lectures internationally on matters facing non profits. He has extensive experience of assurance, governance, structures, trading, tax matters, risk management, strategy, performance measurement and knowledge management in the sector.

He has been appointed by the Charity Commission to act as sole Trustee and interim manager of five charities and undertaken special work for the Charity Commission both in the UK and overseas. He has also been Finance Director of two charities and is Special Advisor to the Charity Finance Group.

He was a member of the Accounting Standards Board's Committee on Accounting for Public Benefit Entities for five years and is also a charity Trustee. He has been a member of the Charity SORP Committee for over 20 years and is now technical advisor to the SORP Committee.

Terri Bruce, Associate Director, BDO LLP

Terri is a Chartered Tax advisor who has been a VAT specialist for nearly 30 years; starting as a VAT officer at Customs and Excise (as it was known at the time) before moving into the profession. She has particular experience in advising not-for-profit entities, including charities, professional bodies, trade unions and education providers.

Terri prides herself on providing pragmatic, commercial advice. She’s assisted many organisations in providing training and support for staff involved in the day-to-day management of VAT and VAT systems & processes.
Terri’s been heavily involved in advising clients on and assisting with the implications of MTD.

Fiona Condron, Partner, BDO LLP

Fiona Condron is a Partner at BDO LLP has specialised in working with charities for the past 15 years. Her charitable clients operate across the sector and include national and international organisations, involved in areas such as the welfare of children, environment and communities, health and welfare, education and international aid. 

She regularly presents at technical seminars; provides training to the Institute of Chartered Accountants in England and Wales' (ICAEW) special interest group for charities; co-authored Tolley’s Charity Administration Handbook; and the Croner-I Charities Industry Accounting and Auditing Guide; produced the terms of reference for Audit and Finance Committees published in the annual Charity Finance Group guide; and contributed to the ICAEW report published in June 2017 on the auditors’ view of the charity sector, Audit Insights: Charities - Positive Impacts in Challenging Times. She is also a trustee and treasurer of Compaid, a Kent-based disability charity.

Liam O'Toole, Chief Executive, Versus Arthritis

Liam became CEO at Arthritis Research UK in November 2009. Under Liam’s leadership, the charity has undergone transformational change and emerged as a modern, third-sector organisation with the needs of people with arthritis central to everything it does.

In November 2017 Arthritis Research UK merged with Arthritis Care. As CEO of the merged charity, Liam leads an organisation dedicated to having an even greater impact on the millions of people living with arthritis.

Liam also has senior roles across the health and care sector including leading the Richmond Group’s Taskforce on multiple conditions, and as a commissioner on the Royal College of Surgeons’ Commission on the Future of Surgery. He's also a trustee of the Association of Medical Research Charities.

Liam has played a leading role in many of the major changes that have taken place in the UK’s health and medical research landscape over the last decade. He headed up the Office for Strategic Coordination of Health Research (OSCHR), a joint office funded by the Department of Health and the Department for Business Innovation and Skills, set up to develop a more coherent strategic approach to publicly funded health research. Prior to this he spent three years as chief executive of the UK Clinical Research Collaboration and was the first administrative director of the National Cancer Research Institute following 16 years’ experience of research management at the Medical Research Council and the British Diabetic Association (now Diabetes UK).

Nick Waring, Director of Finances and Resources, Women for Women International

Nick is a Chartered Accountant (FCA) with broad experience in strategic & operational finance in non-profit organisations, both in the UK and in Africa. He was formerly Director of Corporate Services at Lumos Foundation where he helped the Europe-based NGO expand globally, leading the setup of Lumos Foundation USA Inc, a 501(c)(3) organisation. Prior to that, Nick enjoyed a challenging role with the Refugee Council as the director responsible for Finance, IT, Facilities and Administration, leading on the financial strategy to move the charity from dependency on Government funding to a long term sustainable model. He explored options for working closer with fellow charities in order to maximise resources for one of the most vulnerable sectors of society. Nick loves Africa, having spent 4 years earlier in his career as FD of a Hospital just outside Nairobi, Kenya.   Nick is a Fellow of the Institute of Chartered Accountants of England & Wales. He holds an MSc in International NGO Management from Cass Business School, as well as a Diploma in Charity Accounting (ICAEW). 

Colin Kerr, Director of Finance, The Children's Trust & Chair of ICAS Charities Committee

Colin has been with TCT since January 2018. He is a Chartered Accountant, qualifying with the Scottish Institute (ICAS) and is Chair of the Institute’s Charities Committee.

At TCT, Colin is a member of the Senior Leadership Team (SLT) and attends the Finance, Fundraising and General Purposes Committee (FFGP) and the Audit Committee, together with the full Board meeting. His direct reports are Zoe Cowan, Frank Smith, Hayley Brown, Olivia Rowntree and Rosemarie Austen. His EA is Nicki Sanford.

His early career was with Deloittes in Glasgow, Boston and London, becoming an audit manager, before switching to the healthcare division of the firm’s consultancy practice. Moving across to become a Finance Director at 34, his career has included ten years in the NHS and – before joining TCT – six years at the Commonwealth War Graves Commission.

Colin lives in Holcombe, Somerset with his wife Helen. They have two adult sons.

James Evans, Business Partner, Quakers in Britain

James Evans is Finance Business Partner at Britain Yearly Meeting of the Religious Society of Friends (also known as Quakers in Britain), the national charity which supports the Quaker church in England and Scotland. He works across departments and on various projects, seeking to add value by simplifying and updating processes and encouraging collaboration.

A member of the Association of Certified Chartered Accountants (ACCA), he has worked in the not-for-profit sector for four years and previously in the publishing and restaurant industries.

Alexina Mwense, Financial Controller, Quakers in Britain

Alexina Mwense is Financial Controller at Britain Yearly Meeting of the Religious Society of Friends (also known as Quakers in Britain), the national charity which supports the Quaker church in England and Scotland.

She manages the day-to day operations of BYM’s finance function, prepares BYM Annual Accounts timetable and co-ordination of the financial year end closure process with Head of Finance and Resources and the Business Partner.

She also ensures processes exist and are documented so that the general ledgers of BYM accurately reflect the current financial position at each month end. An associate member of the Chartered Institute of Management Accountants (CIMA), she has over 19 years experience in finance 9 of which have been in the not-for-profit sector.

Lisa Kiew, Head of Finance and Resources, Quakers in Britain

Lisa Kiew is Head of Finance and Resources at Britain Yearly Meeting of the Religious Society of Friends (also known as Quakers in Britain), the national charity which supports the Quaker church in England and Scotland. She leads strategically on property, income and fundraising, financial risk, grant-making, procurement, people, records and data, information technology as well as acting as company secretary for the charity’s trading subsidiary.  A Fellow of the Chartered Institute of Management Accountants (CIMA), she has worked in the not-for-profit sector for close to 20 years.

Stephen Baines, Director of Business Finance, British Heart Foundation

FCA with 20+ years experience in senior finance roles across various industries.  Latterly 8 years with the BHF, sitting on the Operating Board and currently responsible for commercial finance, business partnering and continuous improvement.

Derek Meier, Head of Continuous Improvement, British Heart Foundation

Derek works as the Head of Continuous Improvement for the British Heart Foundation to help Beat Heartbreak Forever. He believes that by empowering the people who do the work and giving them the tools to make a difference, they can improve how they perform every day. He is driven by the fundamental principal that continuous improvement has to be done with you; never to you.

Derek has worked in continuous improvement for over 25 years.  Through his career he has worked for Ford (Jaguar Land Rover, Volvo, Aston Martin), Cummins Power Generation, Lockheed Martin, Alcatel Lucent, G4S, Lloyds Bank and Ingersoll Rand. Projects worked on at the BHF include supporting teams looking to increase funding for research into heart disease, and efficiency and effectiveness for prevention, survival and support activities for sufferers of heart conditions.

Derek is a certified Master Black Belt in Lean Six Sigma as well as a lean practitioner and certified quality professional.

Steve Harris, Chief Finance Officer, Barts Charity

Steve Harris is the CFO at Barts Charity who support the remarkable work of staff and researchers at the Barts Health group of hospitals and Barts and The London School of Medicine and Dentistry, funding ground-breaking research, state-of-the-art equipment and innovative healthcare projects. After qualifying as a Chartered Accountant at PwC Steve spent his early career in Investment Banking where he worked in Product Control in the Global Markets division at Deutsche Bank, and then as the EMEA Business Manager for Prime Services at Citibank. In 2013 Steve moved into the charity sector firstly at Scope, and then as Director of Finance at Leonard Cheshire. In 2019 he moved to Barts Charity as their CFO.

Kate Sayer, Consultant, Sayer Vincent

Kate is a chartered accountant with over 30 years experience of auditing and advising charities. In recent years, her work has focused on developing better ways for charities to manage risk and make decisions. Working with boards and management teams, Kate has helped organisations to develop appropriate tools to be risk-taking and cope with uncertainty. She also works with leadership teams to develop an appropriate organisational culture to deliver the charity’s mission, focusing on the changes in behaviour that may be needed. She works as a consultant, coach, trainer and facilitator.

Kate is the author of several books on financial management and Made Simple guides on the Sayer Vincent website. She is a Senior Visiting Fellow in the Faculty of Management at Cass Business School for courses in charity finance. She is a master practitioner in neuro-linguistic programming (NLP), a practitioner of the Thinking EnvironmentTM  and has a certificate in social marketing.

Kate is a non-executive director of Charity Bank, a social investor lending to charities and social enterprises and chairs its audit committee. She is also the treasurer of the Association of Chairs.

Alison Hopkinson, Finance and IS Director, Oxfam

After Alison qualified (a few years ago!) as a chartered accountant at PwC, she joined a wide area network company called Telematics, where she learned the basics of my trade. Later Alison joined a small, new, entrepreneurial company called Dell, which grew into the world's largest PC company! What Alison enjoyed then - and still do - was the fast moving, responsive environment as well as the strong focus on people. But Alison wanted to make a real difference, not only by having an impact on the organisation she worked in, but also by improving people's lives. So after Alison had spent some time at the FD Centre advising a range of companies on their finances, she joined Tearfund, an international Christian development charity, as Finance and IT Director.

Alison feel's very privileged to have joined Oxfam (in December 2015). Alison can make a real difference to people's lives across the world, and once again lead change and create simplicity around the services we provide to the organisation, removing any unnecessary complexity.

Alison have been happily married to Peter for 36 years and we have two children, a labrador and four chickens.

Helena Wilkinson, Partner, Head of NFP, Price Bailey

Helena is a Partner and Head of Charities and NFP. She is Vice-Chair of the ICAEW Charity Professionals Community and holds the Diploma in Charity Accounting. She is a recognised charity expert, writes for national and charity press and regularly presents at charity events. She has worked within the not for profit sector for nearly 29 years, including 22 years in professional practice, in addition to 7 years as FD of Alexandra Park and Palace.

Her roles within the industry have included financial management, corporate governance and strategic planning. Her experience on ‘the client’s side of the fence’ enables her to give innovative and pragmatic advice to clients.

Gerald Oppenheim, Chief Executive, Fundraising Regulator

Before being appointed chief executive, Gerald was head of policy and communications at the Fundraising Regulator. He was previously director of policy and partnerships at the Big Lottery Fund and has been a freelancer working  with charities, trusts and foundations on a wide range of policy projects.

Gerald is a trustee and chair of the London Emergencies Trust. He is also an independent board member of the Armed Forces Covenant Trust.

Nick Sladden, Partner, Head of Charities, RSM

Nick is Head of Charities at RSM and is a client partner responsible for a portfolio of some of RSM’s largest charity clients. He is also currently a trustee of two national charities. Nick has recently joined a steering committee set up by DFID to guide the development of best practice guidance for UK NGOs on safeguarding, reporting and governance.

Rosie Chapman, Independent Chair, Charity Governance Code Steering Committee

Rosie is the independent chair of the Charity Governance Code Steering Group which oversees and promotes the Code. She has a governance and regulatory background, including Director of Policy at the Charity Commission for ten years, senior roles in housing regulation, and company secretary for a range of housing associations and charities. Rosie now works as an adviser to charities.
Rosie is currently a trustee of the London Marathon Charitable Trust and Amnesty International Charity Limited. She is a former trustee of the Charity Finance Group. 

Pascale Nicholls, Head of Central Finance, Amnesty International

Pascale is a Chartered Accountant. She began her career with Deloitte 12 years ago and as a senior manager led a wide range of work for government, charities and multi-national listed corporations. She was actively involved in Deloitte’s community investment programme and in early 2009 made a permanent move into the charity sector. She is now Head of International Accounting at the Secretariat of Amnesty International. Pascale was a co-opted member of Community Links’ Finance and Audit Committee before becoming a Trustee in 2010.

Julie Hutchison, Charities Specialist, Aberdeen Standard Capital

Julie has a background in law, is a former charity trustee and is the Charities Specialist at Aberdeen Standard Capital.  Her broader experience over the last 20 years includes her cross sector work in the public sphere, as a part-time apprentice to OSCR, Scottish Charity Regulator, supporting their project to create the first investment guidance for charities in Scotland.  Julie is also a guest lecturer at a number of university Business Schools.

Alex Skailes, Director, Centre for Charity Effectiveness - Cass Business School

Alex has over 25 years of financial and business management experience and has combined the learning and expertise gained from her earlier senior career with PricewaterhouseCoopers and Deutsche Bank with a period of post graduate academic study and over a decade of working with the nonprofit sector. She believes passionately in the power of cross sector working and knowledge exchange.

As a Director at Cass she leads the nonprofit consultancy and professional development services for the Centre for Charity Effectiveness (Cass CCE) and is the co-lead for the Resource Management teaching on the MSc Charities programme. She has a particular interest in mergers, collaborations and sustainable business models.Her PhD research focuses on merger and acquisitions within the charity sector, an exploration of the resultant social value created and the factors that drive this form of organisational change.

Alex is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA), holds their post graduate diploma in charity accounting and has an MSc with distinction from Cass Business School in Voluntary Sector Management. She holds a BA from University College, London. Alex is a fellow of both the Royal Society for Arts, Manufacturing and Commerce and the Royal Geographical Society and is a Freeman of the City of London. She is on the finance and audit committees of the Seckford Foundation.

Campbell Robb, Chief Executive, Joseph Rowntree Foundation

Andy Tilden, Skills for Care

Andy Tilden is Interim CEO of Skills for Care. His substantive Director role covers leadership and management, Standards, learning qualifications and apprenticeships, employer engagement, area teams and oversight of Affina OD. He initially trained as a teacher. He has been a residential care worker, a trainer and manager in the NHS and a qualified social worker working in juvenile justice, child protection and learning disability services. Before he joined Skills for Care he helped set up and run a charity delivering qualifications, learning and development to the care sector.

Adam Jackson, Head of Public Affairs and Brexit Advisory Services, Grant Thornton

  • Brexit leader in Grant Thornton UK , advising our clients across all sectors and our own board on Brexit planning.
  • 25 years’ experience in government, regulatory and public affairs in UK and Brussels includes:
  • Director of public policy at Tesco Plc, leading their public affairs and government relations in the UK and EU from 2006-08.
  • Senior leadership positions in the UK government civil service including the UK Representation to the EU in Brussels, the Department for Transport, and as a speechwriter to cabinet ministers.
  • Finance Director at the Department of Trade and Industry and director of small business policy and programmes at the Department for Business and Skills.
  • Member of the London & International Insurance Brokers Association (LIIBA) Brexit working group and the Financial Reporting Council Brexit Working Group.

Jane Klauber, Partner, Russell Cooke

Jane Klauber is a partner in the charity and social business team at Russell-Cooke Solicitors, specialising in employment law and human resources matters.

With more than 30 years’ experience, she advises on employment law and human resources matters including disputes with staff, disciplinaries, grievance, restructuring and redundancy, handling performance management and managing absence, responding to complaints of discrimination, managing organisational change, advising on the Transfer of Undertakings Regulations (TUPE) and defending Employment Tribunal claims. Jane also gives advice on data protection and safeguarding matters.

Jane frequently contributes to employment law and human resources publications, including Charity Finance Magazine. As well as CFG, she also provides regular training on employment law for clients in the sector and in partnership with the Directory of Social Change and Prospectus and NCVO.

Jane is recommended for her employment law advice to charities in The Legal 500 (2019) and is described as “very approachable, responsive and supportive" (2017). One of Jane’s clients recently said “Jane understands us as an organisation, she is hugely responsive and a great fit. She is always able to give us what we need when we need it, she manages well in urgent situations and the other thing is the advice is always spot on.”

Cordelia Osewa-Ediae, Senior Consultant - Diversity and Inclusion, Green Park

Cordelia Osewa-Ediae is a Senior Consultant at Green Park’s Diversity and Inclusion Practice where she supports leaders from all sectors by developing and implementing strategies to make their workplaces more diverse and inclusive.

An Adaptive Leadership consultant, she is a member of Harvard’s global Adaptive Leadership Network and has designed and led the delivery of highly effective leadership development programmes for the London Metropolitan Police Service (MPS), the National Grid and the University of Greenwich. The pilot leadership development programme she developed for Black and Minority Ethnic officers at MPS saw 80% of attendees achieving promotion upon programme completion.

A Clore Social Fellow, she has acted as an adviser to the London Metropolitan Police’s ‘Police Now’ programme and the University of Greenwich’s ‘Brighter Futures’ campaign. Her previous roles have also included successfully leading a nationwide strategic review project at the NSPCC and as Operations Director at a youth charity, she led over 150 responsible business initiatives involving universities and employers from various sectors. 

Cordelia is an accredited Action Learning Facilitator, possesses an ILM development award in Social Return on Investment and is an RSA Fellow. Keen to support her community, she is also a member of her local Patient Participatory Group

David Britton, Charity Director, Ecclesiastical Insurance

David manages the London based underwriting team at Ecclesiastical, a leading specialist insurer owned by a charity. David joined Ecclesiastical in 2008 and has worked in a number of roles across the organisation, focussing on charity and care related insurance. In 2012 David was awarded Young Achiever of the Year the British Insurance Awards.

David is a keen fundraiser and volunteer for local and national charities, and is regularly found taking on a new cycling or walking challenge for charity.

Duncan Dunlop, Chief Executive Officer, Who Cares? Scotland

Duncan Dunlop has dedicated his career to working with and for vulnerable young people.  Whether working in Ghana, post-conflict Balkans or in roles across the UK, Duncan has always been dedicated to supporting young people to develop the skills, resilience and confidence needed to change the societies they live in. He believes that Care Experienced young people are the most discriminated group in society and has worked to champion them, firstly as Head of Programmes at Venture Trust, where he had a focus on care leavers, and then CEO of Who Cares? Scotland since 2012.

 Who Cares? Scotland works to create a lifetime of equality, respect and love for Care Experienced people and represents a membership of over 2,000 Care Experienced people.  The charity provides independent advocacy services for Care Experienced children and young people in 30 of Scotland’s 32 local authorities; participation and employment opportunities for their members; and supports Care Experienced people to share their voices in order to influence and change policy, legislation and practice.  Due to this work and how they’ve supported the development of a Care Experienced movement of change, Who Cares? Scotland was named overall winner at The Charity Awards 2018.

Justin Parfitt, Director of Finance and Corporate Services, Versus Arthritis

Hamilton Gitau, Finance Assistant, Who Cares? Scotland

Born in Ethiopia, Hamilton had a simple, rural childhood. As a young boy, he observed the activity of his local market, inspired by entrepreneurial spirit he saw there. His grandmother, who dreamt of owning a shop, would leave Hamilton in charge of a roadside picnic cloth, to sell vegetables, sugarcane and goat’s milk. Even as a child, Hamilton quickly realised that his skills naturally leaned towards business and finance.

When Hamilton was nine years’ old, devastation hit his life. At fifteen he arrived in Scotland as an unaccompanied minor, seeking asylum and speaking no English. Entering the care system, Hamilton was moved from family to family. Eventually he was placed with Jean, a retired English-teacher. With Jean’s support and his own determination, Hamilton went on to study at Glasgow colleges Clydebank and Cardonald, and then Strathclyde University – graduating with an upper 2:1 in Business, Law & Accounting.

Hamilton is now a valued member of the finance team at Who Cares? Scotland, and is enrolled with the Association of Chartered Certified Accountants to complete his accountancy training. His goal is to grow and diversify his experience in the financial sector, whilst making a positive difference to society.

‘I am committed to progressing my financial career, but I will never lose sight of the importance of giving back. Otherwise, what’s the point?’

Amit Dev, Tax Technology Lead - Indirect Tax, BDO LLP

Amit took an unconventional route into VAT - starting out in engineering, he has gained experiences in developing technology systems, rolling out management and financial accounting spreadsheet models, and has advised a broad spectrum of clients on VAT matters. Amit has found his niche as Tax Technology Lead for BDO in the Midlands and has been assisting clients prepare for Making Tax Digital for VAT (‘MTDfV’).

Isabel Sanchez, Chief of Staff, Mencap

Isabel is the Chief of Staff of the Royal Mencap Society, which is a charity that supports people with learning disabilities and their families and carers. She joined the organisation in November 2016 from JustGiving, where she was the Corporate Partnerships lead. Her background is nonprofit and tech-for good organisations, specialising in fundraising, corporate-charity partnerships and operations. Isabel is also a board member of Evolve Housing + Support.

Claire Wills, Director - Not-for-Profit, Saffery Champness

Claire is a director in London, and joined Saffery Champness in 2007. She is a member of the firm’s Not-for-Profit Team and is responsible for some of the firm’s largest charity audits nationally.

Claire has experience of working with a wide variety of charities, including hospices, grant making charities, theatres and independent schools. She has completed the ICAEW Diploma in Charity Accounting and has a Masters in Charity Accounting and Financial Management.

Claire is also involved in the preparation and editing of the firm’s internal and external publications on current topics affecting the charity sector. She also presents regularly to clients and at external training events.

Adam Danies, Finance Director, JW3

Adam started his career at Camelot Group, operator of the National Lottery, where he spent five years and qualified as a management accountant. His next role took him to Pizza Hut UK, where he spent eight years setting up and running the franchise accounting team, then moving over to run the treasury and loss prevention teams. His career then moved into retail, spending four years with Budgens and Londis brands, first as head of FP&A and then heading up the supplier income team, managing supplier rebates.

His career started out helping to raise money for good causes and he has now come full circle in working for a charity. He joined JW3 nearly a year ago as the finance director. JW3 is a Jewish community centre that is open to all and it has just celebrated both its fifth anniversary and also its millionth visitor.

The charity runs over 150 events each week covering arts and culture, adult education and health and fitness. One of their most influential projects is their Gateways Programme, which is a vocational development scheme offering young disadvantaged people aged 15-25 a way of learning and accessing support outside of mainstream education. They also run a cinema, restaurant and café, and in the summer build a beach for the local community to come and enjoy and in the winter have an ice rink.

Victoria Fakehinde, Director of Finance, Royal Air Force Benevolent Fund

Victoria has over 20 years’ experience in the charity sector. She has held senior roles in a number of charities with a range of causes including education, health, medical research and international development.

Leukaemia Research, CLIC Sargent and Concern Worldwide (UK) are some of the charities she has worked with, and she is currently the Director of Finance at the Royal Air Force Benevolent Fund.

Marley Morris, Senior Research Fellow, IPPR

Marley is a senior research fellow at IPPR who leads the organisation’s work on migration and Brexit. His current research areas include post-Brexit immigration policy, the role of EU and non-EU citizens in the UK labour market, and the integration of migrants at the local level. At IPPR he recently published the report ‘The charity workforce in post-Brexit Britain: immigration and skills policy for the third sector’, an analysis of the implications of post-Brexit immigration policy for charities and voluntary organisations. Prior to IPPR, Marley worked at the research organisation Counterpoint as a senior researcher on attitudes to immigration and radical right politics in Europe. Marley is the author of numerous reports, articles and policy briefings on Brexit and migration, and regularly provides expert analysis for the national and international press.

Programme
8.15

Registration

9.15

Welcome and Opening Plenary: Diversity in the sector

Our panel of expert speakers will be looking at the issue of diversity in the charity sector, shedding light on this important issue and bringing insights and inspiration for you to consider for your own organisations.

Becca Bunce, IC Change campaign, Kunle Olulode, Voice4Change, Cordelia Osewa-Ediae, Green Park & Carol Rudge, Grant Thornton (Chair)

10.00

Move between sessions

10.10

1A: Charity accounting and reporting

Everything you need to know about recent changes to charity accounting and reporting, including updates to regulation, accounting standards and the Charity SORP. The session will also give examples of best practice reporting across the sector.

Anna Bennett, Charity Partner & Richard Weaver, Head of  Charities and Not for Profit, haysmacintyre 

10.10

1B: How are social businesses driving social change?

 

This session will explore how social businesses are transforming their commercial industries whilst having an immense social impact. It will also cover how charities can build better relationships with businesses and investors interested in social change, work collaboratively with the private sector to address community needs, and how charities and other not-for-profit organisations can measure their impact.

 

Edward Finch, Partner, Buzzacott

10.10

1C: Hitting the ground running - challenges facing new finance leaders in the sector

We will explore some of the key challenges when stepping in as a new finance director (FD) within a charity. The session will use a series of case studies based on our experience, exploring the impact of the charity's life cycle on the role of the FD and also looking at a few essentials of what an FD needs to be ready for in terms of technical knowledge and interaction with key stakeholders, including the finance team, the trustees and the auditors.

Liz Hazell & Claire Wills, Saffery Champness & Victoria Fakehinde, The Royal Air Force Benevolent Fund & Adam Daniels, JW3

 

10.10

1D: Cyber security and fraud

Cyber security and fraud is an ever changing area of risk for charities. This session will talk about what the current risks are, give some examples of cyber and fraud attacks, and conclude with how a charity can mitigate against this risk.

David Britton, Ecclesiastical Insurance

10.10

1E: Culture trumps procedure

Effective governance is a critical enabler for a successful charity. While codes and rules are important, organisational culture and behaviour shapes how the board and management team carry out work to lead a successful charity. 

This session will explore culture and gives tips on how to increase your board and management's ability to work as a team and to shape the right behaviours throughout the organisation.

Naziar Hashemi & Pesh Framjee, Crowe UK

10.55

Refreshments

11.25

2A: Making Tax Digital - what happens next?

Making Tax Digital (MTD) will be introduced on 1 April 2019. We have significant experience in advising organisations about the requirements of MTD and will outline the issues and opportunities encountered by our clients as a result of the implementation process. We will use case studies to illustrate best practice and the actions taken by clients in the not-for-profit sector to mitigate the disruption and maximise the opportunity offered for reviewing procedures and processes. Attendees will understand the implications of MTD and what action they could take to improve their own processes, systems and VAT accounting.

Terrie Bruce and Amit Dev, BDO LLP

11.25

2B: Change management

In 2018 Arthritis Research and Arthritis Care merged and shortly afterwards rebranded as Versus Arthritis. The merger provided the opportunity and momentum for the combined Board to review the strategic priorities and plans for the future. Virtually every part of the charity including its systems, processes and ways of working have gone through transformational change. The two charities are now operating as one, with a common purpose, applying the expertise that both organisations had developed, to deliver better outcomes for the 10 million people living with Arthritis today.

The session explores the journey that Versus Arthritis has gone through, the key changes to the organisation, the decision making and collaboration that the Board has gone through and how the challenged along the way have been successfully navigated.

Fiona Condron, Partner, BDO & Liam O'Toole, CEO,  & Justin Parfitt, Director of Finance and Corporate Services, Versus Arthritis

11.25

2C: The introverted leader

A significant proportion of accountants are introverts. We love our spreadsheets, our numbers, our technical publications. But engaging with other people is a chore at best, and terrifying at worst. The business and charity world appears to favour the brashness of the extrovert, leaving the introvert behind. Nick is an introvert, and loves hiding away from people. But it is time for introverts to stand up. This session will - for the introvert - provide some managing techniques based on Nick's own experiences, and for the extrovert will highlight what introverts can offer to strengthen organisations.

Nick Waring, Women for Women International

11.25

2D: 2019 and reputation risk: The role of the finance director

Recent charity sector scandals have highlighted the scale of reputation risk facing charities and their trustees. Whether the issues have been financial or wider governance, finance directors carry the risk and the exposure equally. What sort of policies should be in place and how should Boards ensure they are being complied with? This has wider relevance in terms of challenging existing strategies. Finance Directors cannot be passive. This session should be of real relevance to finance trustees and to senior directors, looking to challenge the status quo.

Colin Kerr, The Children's Trust & Chair of ICAS Charities Committee

11.25

2E: Upgrading systems, changing cultures

Our journey from silos and bespoking to partnerships and simplicity. We had become a remote Finance department hindered by outdated systems., key personnel dependency and a legacy of bespoking. From this we launched a project to upgrade and standardise our reporting systems and facilitate the culture change necessary for productive new ways of working to succeed. We listened, communicated, trained and supported our colleagues, enabling us to become an integrated, trusted and approachable team. We still have a way to go but would like to share our story so far and the lessons we have learned with our peers.

James Evans, Alexina Mwense and Lisa Kiew, Quakers in Britain

12.10

Move to lunchtime plenary

12.20

Lunchtime plenary: Brexit panel discussion

Brexit has fundamentally changed the UK's social and political landscape, and civil society will experience the consequences regardless of the resolution. After three years of ambiguity, your colleagues, donors, commissioners and beneficiaries will be looking to move forward with more certainty. Potentially facing a significantly difference economic backdrop, those in the finance function will be seeking to ensure their charities are set up for the future. Based on the latest intelligence at the time, this panel discussion will provide an opportunity to hear from experts, industry commentators and charities on the current Brexit landscape and how the sector is developing responses to mitigate the existing risks.

Campbell Rob, Chief Executive, Joseph Rowntree Foundation
Andy Jackson, Head of Public Affairs and Brexit Advisory Services, Grant Thornton
Andy Tilden, Skills for Care
Marley Morris, IPPR
Caron Bradshaw, Chief Executive, CFG
Chaired by Carol Rudge, Head of Not for Profit, Grant Thornton

13.00

Lunch

14.00

3A: Employment law update

 Join this session to find out more about the latest changes to employment law that will impact charities.

Jane Klauber, Russell Cooke

14.00

3B: Continuous improvement at the BHF - using Lean Six Sigma to improve efficiency and effectiveness

Driven by the desire to make every £ count, and recognising our responsibility to supports to be as efficient as possible with our funds, three years ago, BHF began a journey to improve our operating processes. This session will describe how we have adopted Continuous Improvement in a staff-friendly way and are incorporating it as part of our culture. This session will highlight how we use the principles of Lean and Six Sigma and the benefits we are realising as well as the challenges we encountered along the way. Attendees will hopefully come away with the inspiration and confidence to consider tackling something similar in their own organisations.

Stephen Baines and Derek Meier, British Heart Foundation

14.00

3C: Business partnering

This session will focus on helping finance individuals act more commercially and be more involved in influencing decisions. We will talk about the key elements in developing impactful relationships with those that guide the direction of your organisation. We will show how to produce truly impactful reporting in a fraction of the time that current reporting takes. We will also discuss how this can be implemented in Finance teams of any size, large or small. Anyone can be a business partner. Attendees will gain confidence in dealing with others and will really understand how to bring numbers to life.

Steve Harris, Barts Charity

14.00

3D: Doing the right thing and doing things right

Oxfam has been introducing a better way to manage risk - an approach that involves managers and teams so they take responsibility for the risk in their operational area. Without using jargon, the three lines of defence model and control frameworks are being used to help managers describe how they can feel confident that day-to-day risks are being managed. In parallel, strategic risks are considered regularly by senior managers and the board, monitoring actions to bring those risks within acceptable levels. Looking outwards, a group scans the horizon for changes to the external environment.

Kate Sayer, Sayer Vincent & Alison Hopkinson, Oxfam

14.00

3E: Income risk, sustainability and diversification (90 min WORKSHOP)

Charities need to look at how they can become more financially sustainable and this can mean looking for different income sources. What are the income trends over the last few years and how might this affect your organisation? Where does your income come from and will (should) this continue? What can you do to change your income mix and how could you go about it? This workshop will blend a general update on income sources and their challenges/risks with practical break out sessions to explore  ideas further.

Helena Wilkinson, Price Bailey & Julian Lomas, Almond Tree

14.45

Move between sessions

14.55

4A: Funding the independent regulation of fundraising

Gerald Oppenheim, Chief Executive of the Fundraising Regulator will discuss the benefits and challenges of its current funding model, how the Fundraising Levy has been received by the sector and why it is so important that charities pay.

Gerald will then go on to discuss plans to audit charities against the requirements of the Charities Act 2016, and how charities can comply.

Gerald Oppenheim, Chief Executive, The Fundraising Regulator

14.55

4B: Charity Governance Code - Maximising the effectiveness of your charity

RSM will be publishing research in early 2019 looking at how effectively charities have been implementing the charity governance code, almost two years on from the code being published. The session will cover the benefits of effective governance from a corporate advisor and a charity perspective. Following on from our research, the session will provide excellent insight into how one charity, Mencap, is embracing the code and looking at practical implementation challenges. Attendees would be able to benchmark where they are against industry standards and learn first-hand the respective benefits of implementing various governance procedures. A section of the session will cover what's missing from the code and what to expect in future iterations.

Nick Sladden, RSM, Isabel Sanchez, Mencap & Rosie Chapman

14.55

4C: Developing teams of leaders – how to develop yourself into a leader and bring your teams along

This session will cover conflict competence, developing emotional intelligence, addressing team dysfunctions, working with other levels of power, coaching as a transformative staff development tool, the importance of performance management, feedback and delegation and building resilience.

Pascale Nicholls, Amnesty International

14.55

4D: Has your charity reached The Tipping Point

Standard Life Wealth has been undertaking research with Cass Centre for Charity Effectiveness into The Tipping Point. This looks through multiple lenses at the barriers facing charities as they approach a point moving from cash to investing for the first time, experiencing a range of barriers linked to financial awareness, governance, behavioural issues and beyond. This session gives an overview of the research findings and points to practical solutions for FD's working with their board as they forward plan in relation to their financial needs and investment plans.

Julie Hutchison, Aberdeen Standard Capital & Alex Skailes, Cass CCE

14.55

4E: 3E continued - Income risk, sustainability and diversification

Helena Wilkinson, Price Bailey

15.40

Refreshments

16.10

Closing plenary: Duncan Dunlop & Hamilton Gitau

The closing plenary speaker for the must-attend event of the year has been confirmed as Duncan Dunlop, Chief Executive of Who Cares?Scotland and his colleague Hamilton Gitau. Who Cares?Scotland won the overall charity of the year award at the Charity Awards in 2018 due in part to a transformation that put their beneficiaries at the heart of its’ service. Duncan and Hamilton will be talking about transforming and rebuilding in a post-Brexit world in the closing plenary, definitely worth staying till the end.

 

Duncan Dunlop, Chief Executive Officer & Hamilton Gitau, Finance Assistant, Who Cares? Scotland

16.50

Closing remarks by the Chair

16.55

Drinks reception

18.00

Close

Prices
Charities - Non-members£329.00
Corporate - Members£499.00
Corporate - Non-members£699.00
Individual - Members£279.00
Individual - Non-members£329.00

This conference is kindly sponsored by