IT Conference 2020

IT and data

Monday 16 March 2020

NatWest Bishopsgate
250 Bishopsgate
London EC2M 4AA

IT & Digital play a major role in the finance function across all charities, and often IT responsibilities are integrated with, or fall under, many finance professionals' remits. 

CFG’s IT Conference is a comprehensive two-stream programme, designed to fit the needs of finance directors and CEOs, with useful sessions on:

  • IT Trends in charity finance 
  • Online platforms 
  • GDPR and its impact so far 
  • Emerging technologies
  • Managing the risk of cyber security attacks and fraud 

 CFG event who should come along to this event?

This event is open to members and non-members who are responsible for sourcing and managing IT in their department or organisation, including finance managers, finance directors, CEOs and trustees. 

 CFG events, training and members’ meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email


CFG members receive access to early bird and member rate discount. Not a CFG member? You could receive savings on bookings like this by joining CFG. Find out more about becoming a member and how to join our community.


Neil Goulder, Finance & Operations Director, Artichoke Trust

Victoria Hordern, Partner, Head of Data Privacy, Bates Wells

Richard Collings, Principal, Information Systems Consultants

Sarah Tulloch, Animal Management Systems Manager, The Donkey Sanctuary

Neil Atherton, Lombard

Dan Sutch, Director, CAST

Penny Townsend, COO, Pracedo

Robert Cade, Director of Strategy and Performance, Centrepoint

Rob Way, Senior Technology Project Manager, British Heart Foundation

Olivier Shaw-Latimer, Director, Global Fintech, JustGiving

Thomas Barnes, Emailage

Zoe Amar, Director, Zoe Amar Digital

Deliana Ianeva, Senior Business Change Manager, British Heart Foundation

Paula Laird, Director of Finance and IT, WaterAid

Dan Hall, Director of IT, The Girls’ Day School Trust

09.00 - 09.50

Registration and refreshments

09.50 - 10.00

Welcome for the Chair 


Maximising your IT expenditure

Neil Atherton, Regional Sales Director (South), Lombard

10.15 - 10.45

Opening plenary: Upcoming IT Trends in charity finance

With so much change taking place in IT, this opening session will recap how the industry has evolved and where it is going, identifying the areas that will most impact charities. 

Dan Hall, Director of IT, The Girls’ Day School Trust


1A – Preventing donation fraud and securing your charity's income 

It is a common misconception that non-profit organisations are not a target of fraudulent activities because they do not sell a product or turn a profit. The fact is, similar to any merchant accepting a payment, non-profits are being threatened by fraud and revenue loss at an increasingly alarming rate. In this session you will learn how to protect your charity from donation fraud, maintain your reputation, whilst protecting your income streams.

Thomas Barnes, Emailage 


1B – Using technology to make more money: contactless technologies and online fundraising platforms

How can charities make the most of the latest online technologies to increase income? This session will discuss the technologies available, such as contactless payments, how your charity can take advantage of them and the key points you need to know when implementing them.

Olivier Shaw-Latimer, Director, Global Fintech, JustGiving


Break for refreshments


2A – Making more data driven decisions to support your organisational strategy

Data driven decision making can make your charity and its actions more effective, but what is the best way to start doing this? This session will look at one organisation’s approach to using data to improve decisions and achieve their organisation’s goals.

Paula Laird, Director of Finance and IT, WaterAid


2B – GDPR and its impact so far

The GDPR is the new normal but is its full impact clear yet? In the last couple of years, charities have had to navigate the influence of the GDPR and, for some, this has resulted in more cautious use of data or reduced income generation. This session will consider the positive aspects of the new normal, how charities can implement the key tenet of accountability under the GDPR and what charities can do to avoid penalties should things go wrong.

Victoria Hordern, Partner, Head of Data Privacy, Bates Wells


Lunchtime plenary: Harnessing real time management information to deliver your organisation’s strategy

It is very hard to deliver your organisation’s key strategies without the support of the right IT. This session will explore how to design your accounting system, sidestep its shortcomings, and deliver real-time management information to support strategic decision making.

Neil Goulder, Finance & Operations Director, Artichoke




3A – Utilising digital tools to improve collaboration

Implementing digital tools in your organisation does not automatically lead to better collaboration. Learn how best to make use of digital tools and remote working to improve collaboration and make sure the tools are being used strategically and effectively.

Rob Way, Senior Technology Project Manager, British Heart Foundation

Deliana Ianeva, Senior Business Change Manager, British Heart Foundation


3B - Investing in digital approaches – creating better understanding of digital, data and design in your organisation

According to Charity Digital Skills Report 2019 skills remain as the second greatest issue, with 53% of charities rating them as a barrier for their organisation getting the most from digital. Is your charity doing enough to increase the digital skills and understanding to take advantage of the opportunities of digital? This session will provide practical approaches and best practice from across the sector.

Dan Sutch, Director, CAST


Break for refreshments


4A – Using technology to deliver more for less

How central teams can use technology such as automation, corporate data integration and self-service to improve what they do and deliver an increased service.

Penny Townsend, COO, Pracedo

Robert Cade, Director of Strategy and Performance, Centrepoint


4B - Implementing a system that really works for your organisation - a case study

The aim of all tech projects is to deliver a range of benefits to the organisation. But the delivery of those benefits can be challenging. In this presentation, Richard and Sarah will share a case study based on their experience of implementing a complex multi-departmental business process around a new bespoke Animal Management System at The Donkey Sanctuary. This practical and honest presentation will look at both successes and challenges of implementing the project and the lessons learned. It will share some of the techniques that they are now using to build a new and much improved version with the stakeholders.

Richard Collings, Principal, Information Systems Consultants

Sarah Tulloch, Animal Management Systems Manager, The Donkey Sanctuary


Closing plenary:  Adapting to the changing digital landscape 

Digital technology has the potential to transform the way the charity sector works by, not only bolstering fundraising, but increasing operational efficiencies and more. Charity leadership teams and boards are fundamental to progressing with digital technology. This session will highlight what steps charity leaders can take to ensure that their organisation is not left behind in the rapidly evolving digital landscape.

Zoe Amar, Director, Zoe Amar Digital


Chair’s close and end of conference

This conference is kindly hosted by