London Members' meeting

Accounting and reporting Financial sustainability

Wednesday 18 September 2019

Hays
Hays
107 Cheapside
London EC2V 6BT

This members' meeting is centred on Local Authority Finance.

We will start with a CFG case study: Roberta Fusco, Director of Policy and Engagement, will share last year's results from the Finance Count project. 

We will then hear advice for full cost recovery when taking on local authority contracts to ensure your charity is sustainable and understands the finance and costs involved. 

Ending with an overview of the difference between grants and contracts. 

This meeting is free and for CFG members only. 

 
Speakers

Roberta Fusco, Director of Policy and Engagement, Charity Finance Group

Roberta leads CFG’s Policy and Engagement directorate, which includes policy development, research, stakeholder management, member engagement and communications. Roberta worked in policy and communications roles in national, regional and local government in England and Europe, and recently transitioned to the UK charity and voluntary sector. With a Master’s Degree in Public Policy and a CIM Professional Diploma, her aim is to bring together theory and practice to shape social change which has real life impact.

Roberta plays an active role in her local community and chairs a volunteer-led branch of the National Autistic Society, and has also acted as a school governor.

Nicki Deeson, Chair, Charity Finance Group

Nicki joined the Board in September 2012 and succeeded Ian Theodoreson as Chair in October 2017. She is International Finance Director at Amnesty, where she enjoys the challenge of developing financial leadership in an organisation that works across 80 countries. After qualifying with Coopers & Lybrand in 1992 she joined the charity sector, firstly working as a volunteer accountant in Bangladesh and Africa, and then in UK-based roles for overseas development charities. She worked as a virtual FD with a number of smaller charities before becoming Head of Finance at Alzheimer's Society. Nicki was first a member of CFG in 1995 and is keen to use this role to support CFG's developments and the effectiveness of the charity sector as a whole.

Luigi Lungarella, Director - Indirect Tax, PKF Littlejohn LLP

Programme
15.00 - 15.30

Registration and refreshments

15.30 - 15.35

Chair’s welcome

Nicki Deeson, Chair, Charity Finance Group

15.35-15.40

Welcome from Host

15.40-16.10

CFG Finance Count 2018: a case study

Roberta Fusco, Director of Policy and Engagement, Charity Finance Group

16.10-16.50

Grants vs. contracts

This session will explain the differences between grants and contracts such as the tax consequences of each and what you need to know before undertaking them.

16.50-17.30

Recovery of costs

This session will offer best practice for full cost recovery when taking on local authority contracts to ensure that your charity is sustainable and understands the finance and costs involved.

Luigi Lungarella, Director - Tax, PKF Littlejohn LLP

17:30

Chair’s close

17.30 - 18.30

Drinks reception

Prices
Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00

This conference is kindly hosted by