Finance for Faith Charities

Coronavirus Leadership Tax and VAT Gift Aid Accounting and reporting Governance, regulation and compliance Fraud Financial sustainability Charity finance policy Risk Investment

Tuesday 9 March 2021

"Even though faith charities are delivering essential support and services to grassroots communities, often their social actions are misunderstood by mainstream funders. Faith charities like the rest of charities in the sector are facing serious existential challenges among them lack of resources to meet the surge in demand." - Fadi Itani, CEO, Muslim Charities Forum.

Join CFG for our new Finance for Faith Charities Conference, where we’ll be exploring the key financial and operational issues, opportunities and landscape for faith based organisations.

Created for finance directors, heads of finance and finance managers, this interactive event will give you the opportunity to make new connections with sector peers from across the country and expand your knowledge on the financial and regulatory issues impacting faith charities.

You will hear from inspiring sector experts and faith charity leaders, and there will be breakout rooms and Q&As so you can optimise your time for networking, learning and insights.

"Faith charities were amongst the hardest hit charities in 2020, with income streams affected by cancelled fundraising initiatives, a more limited interaction with communities and supporters as well as the impact of turbulent financial markets. This year faith charities will understandably ask themselves; how can we protect and diversify our income in these difficult times and ensure we have a robust and resilient approach to support our activities?" David Katimbo-Mugwanya, CFA, Senior Fund Manager at the charity-owned EdenTree Investment Management.

Where

Online via Zoom.

Who is the event for?

Finance directors, heads of finance and finance managers of faith based organisations would benefit from attending this conference.

How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact events@cfg.org.uk.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could contribute 1.5 hours to your CPD. Contact your association for further information, or email events@cfg.org.uk

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.

 

 
Speakers

Leona Roche, Senior Associate, Bates Wells

Jane Askew, Director, Haysmacintyre

David Katimbo-Mugwanya, Senior Fund Manager, EdenTree Investment Management

Martin Cooper, Diocesan Chief Executive, Diocese of Southwell & Nottingham

Rebecca Bowes, Director of Finance, Diocese of Southwell & Nottingham

Fadi Itani, Chief Executive Officer, Muslim Charities Forum

Louise Butt, Grants Lead, Muslim Charities Forum

Louise Jones, Manager, Forensic, Grant Thornton

Stella Smith, Trustee, Charity Finance Group

Frances Lang, Charity Consultant and former Charity CEO

Programme
09:30 – 09:40

Welcome

Stella Smith, Trustee, Charity Finance Group

09:40 – 10:00

Financial sustainability, good governance, and effects of Covid-19 on faith charities

This session will examine how faith charities adjusted to a new landscape and rapidly changing situation in 2020, and where their strengths and weaknesses lie in financial sustainability and governance as we look to the future.

Martin Cooper, Diocesan Chief Executive, Diocese of Southwell & Nottingham

Rebecca Bowes, Director of Finance, Diocese of Southwell & Nottingham

10:00 – 10:15

Breakout rooms

10:15 – 10:30

Feedback and Q&A

10:35 – 10:55

Regulation and legal update

This session will provide updates on the latest regulation and legal changes that affect faith-based organisations, helping you stay up to date with your quality and safety responsibilities.

Leona Roche, Senior Associate, Bates Wells

10:55 – 11:10

Breakout rooms

11:10 – 11:25

Feedback and Q&A

11:30 – 11:50

Accounting and SORP changes

This session will introduce you to essential upcoming accounting and SORP updates and also explore SORP aspects specific to faith organisations, including  mandatory reporting and religious accountability.

Jane Askew, Director, Haysmacintyre

11:50 – 12:05

Breakout rooms

12:05 – 12:20

Feedback and Q&A

Break: End of morning sessions

Start of afternoon sessions 

Frances Lang, Charity Consultant and former Charity CEO

14:00 – 14:20

Preventing fraud in faith charities

It is important to be aware that fraud can occur in any organisation such as churches, charities and not-for-profits just as it does in commercial enterprises. This makes it important for these organisations to implement procedures and strategies for fraud mitigation. Join this session to hear an overview of the common fraud risks and guidance, including those associated with an increase in working remotely, and how these could potentially be mitigated.

Louise Jones, Manager, Forensic, Grant Thornton

14:20 – 14:35

Breakout rooms discussion

14:35 – 14:50

Feedback and Q&A

14:55 – 15:15

Responsible and Sustainable Investing for Faith Charities

Social and ethically conscious investment can offer charities financial and social returns, but how does a charity get started and what are the key aspects to consider before taking this form of investment on? This session will examine the advantages and disadvantages of social and ethical investment in relation to faith charities.

David Katimbo-Mugwanya, Senior Fund Manager, EdenTree Investment Management

15:15 – 15:30

Breakout rooms

15:30 – 15:45

Feedback and Q&A

15:50 – 16:10

Funding and fundraising  

Like many charities, Covid-19 has made a significant impact on funding and fundraising in faith based organisations, and there are many challenges which need to be overcome specific to the sector. This session will discuss what your organisation can do to further support fundraising efforts and apply for funding.

Fadi Itani, Chief Executive Officer, Muslim Charities Forum

Louise Butt, Grants Lead, Muslim Charities Forum

16:10 – 16:25

Breakout rooms discussion

16:25 – 16:40

Final feedback and Q&A

16:40

End of Conference

Prices
Charities - Members£95.00
Charities - Non-members£155.00
Corporate - Members£250.00
Individual - Members£95.00