Online event
This free-for-members online event will explore how charitable organisations can transform their next year‑end through better data, improved financial processes, and modern technology. Through Microsoft Dynamics, ForGood.Tech will demonstrate what a streamlined, insight‑driven year‑end could look like and how organisations can get there before the next reporting cycle.
Attendees will learn practical steps to reduce manual work, strengthen financial controls, and produce faster, more accurate year‑end reporting. The session will show how finance teams can move from reactive data gathering to proactive insight — freeing capacity and improving organisational confidence in financial information.
Why should I attend?
This session will combine a practical walkthrough with Microsoft Dynamics, real-world examples, and a Q&A session. It will also cover topics such as:
- The biggest year‑end challenges charities face — and how to address them
- What a “next‑generation” charity year‑end process looks like
- How modern finance systems help reduce risk, improve accuracy, and save time
- Demonstration of automated workflows, budgeting, and reporting in Business Central
- Case study examples of charities transforming financial operations
- Q&A with product and non-profit sector specialists
When and where?
- 10:30am – 11:30am
- Online training via Zoom - Joining instructions will be shared one week before the event day
Who should attend?
This event is free for CFG members, and may be particularly valuable for: Finance leaders, finance controllers, finance managers, CEOs of small-medium charities, and anyone preparing or supporting year-end processes in the sector.
How do I book?
Book below - if you have any issues, please contact events@cfg.org.uk.
About CFG events and membership
Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.
CFG events, training and members' meetings can count towards your continuous professional development (CPD). For more details contact your association or email events@cfg.org.uk.