Midlands Conference 2019

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

Wednesday 6 February 2019

Council House
Victoria Square
Birmingham B1 1BB

CFG is pleased to announce our CFG Midlands Conference 2019!

The conference offers an exciting line up of speakers and topics providing a regional outlook and addressing key issues impacting the charity sector as a whole.

This year’s two-stream programme will be made up of sessions including employment law, diversification of your income streams, GDPR, partnerships, tenders and full cost recovery, VAT and tax updates and much more for you to choose from to customise your day.

There will be an exhibition running alongside the conference programme and delegates will have the opportunity throughout the day to meet exhibitors working in a range of service areas and discuss your charity’s needs.

This event is a great opportunity for attendees to network, get updates on the latest developments and share experiences with your fellow delegates in the Midlands. 

Attending the conference also supports your continuing professional development.


Fleur Holden, Partner, Sayer Vincent

Jonathan Orchard, Partner, Sayer Vincent

Andrew Davidson, Head of Employment, Hempsons

Louise Thomson, Charity Governance Code Steering Committee

Richard Sagar, Policy Manager, Charity Finance Group

Helen Blundell, Director, MHA MacIntyre Hudson

Victoria Yates, Head of Finance and Operations, Contact

Wez Thistlethwaite, Box Office and Audience Insights Manager, Contact

David Johns, Director, Purchasing Power

Steven Day, Procurement Director, Purchasing Power

Lekan Ojumu, Investment Manager, CAF Venturesome

Talita Ferreira, CEO, Authentic Change Solutions Limited

Keri Pay, Partner, VAT, Crowe UK LLP

Nadeem Azhar, Associate, Hempsons


Registration and refreshments


Chair's welcome and introduction


Opening plenary: The State of the sector

The opening plenary will give you a snapshot of the landscape of the charity sector in the Midlands. Gain some insight into what you can expect over the next twelve months and how upcoming issues may affect your organisation.

 Richard Sagar, Policy Manager, Charity Finance Group



Move between sessions


1A: Employment law

Join this session to find out more about the latest changes to employment law that will impact charities, including; the Taylor Review, how to determine worker status, zero hour contracts, payment for sleep-in workers and other changes to employment rights.

Andrew Davidson, Head of Employment, Hempson


1B : Risks to take when diversifying your income


How can charities anticipate or consider risks when diversifying your income and what steps can you take to protect yourself from potential risks?

Jonathan Orchard, Partner and Fleur Holden, Partner, Sayer Vincent

11.25 - 11.50

Break for refreshments

11.50 - 12.30

2A: GDPR: One year on

How has the new GDPR legislation impacted charities in the UK? What challenges have they faced?  What has emerged that we can learn from?  

Victoria Yates, Head of Finance and Operations & Wez Thistlethwaite, Box Office and Audience Insights Manager, Contact 

11.50 - 12.30

2B: Partnerships

Improve your knowledge on legal requirements for setting up a partnership and how to make sure your charity is compliant. The session will give you practical advice on how to maintain a commercial partnership, how to ensure you are getting the most from the relationship, and how to manage and establish clear agreements.

Nadeem Azhar, Associate, Hempsons



Move between sessions


Lunchtime plenary – The Governance Code

Good governance in charities is fundamental to their success. Governance enables and supports a charity’s compliance with the law and relevant regulations. Learn about the Charity Governance Code, the seven principles and recommended practice for good governance and why it is so important to implement it to achieve your charity’s vision.

Louise Thomson, Charity Governance Code Steering Group




3A: Tenders and full cost recovery

This session will help you understand the full cost of your service delivery, how to price it, and ensure you achieve full cost recovery.

Topics will include:

-          How to ensure your prices are competitive before submitting bids

-          Full cost recovery of projects

-          Understanding contracts

David Johns, Director, Purchasing Power

Steven Day, Procurement Director, Purchasing Power


3B: How to get the most out of Gift Aid 

A new report, published by the HRMC, has revealed 25% of donations made to charities between 2016 and 2017 did not have Gift Aid added, contributing to almost £600m in missed income.

What are the barriers to claiming Gift Aid and how can charities overcome this challenge? What is the current status of the consultation with the HMRC working group?

 Helen Blundell, Director, MHA MAcIntyre Hudson


Refreshment break


4A: VAT and tax update

This session will give you the latest updates on tax and VAT including HMRC’s new digital process for reporting and irrecoverable VAT.

Keri Pay, Partner, VAT, Crowe UK LLP


4B: Social finance and social investment

Repayable finance and social investment are becoming an increasingly popular means of funding in the charity sector. However they might not be the right solution for every charity. Join this session to learn more about these areas and to consider whether they could be a suitable choice for your charity.

Lekan Ojumu, Investment Manager, CAF Venturesome


Move to closing plenary


The mindset of a great finance leader

Research is showing us that old style leadership is no longer good enough. To thrive in the Fourth Industrial Revolution a new mindset is required to engage and motivate teams, collaborate effectively and create business partnerships that drive business success. Talita will demonstrate how to embrace this new mindset and get in the driver seat to lead differently and inspire change.

Talita Ferreira, CEO, Authentic Change Solutions Limited


Chair’s close and Conference ends

Charities - Members£139.00
Charities - Non-members£169.00
Corporate - Members£249.00
Corporate - Non-members£329.00
Community Leisure UK - Members£139.00
Community Leisure UK - Non-members£139.00
All Prices Inc. VAT