Midlands Conference 2020

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

Thursday 6 February 2020

Council House
Victoria Square
Birmingham B1 1BB

The largest gathering of charity finance professionals in the Midlands, returns to Birmingham in February 2020.

This one-day conference brings you a jam-packed programme, keeping you up to date with charity finance, policy and regulatory changes, as well as new strategic insights which will equip you with the skills and knowledge you need for strong financial leadership.

There are two streams with sessions covering: Culture and leadership; Financial planning in challenging times; How to manage multiple teams; VAT and tax updates; Managing safeguarding; Cyber security and fraud; Board diversity; Banking and digitalisation, plus two plenary sessions on what's happening in the charity sector and how to build trust through reporting.

Speakers include: Caron Bradshaw, Chief Executive, CFG; Gemma Morgan, Director of Finance and Facilities, Myton Hospice; John Harrison, Head of Information and Cyber Security, Charles Stanley; Sue King and Joanna Blackman, Wrigleys Solicitors LLP and CFG's Policy Manager, Richard Sagar.

Whether you’re new to the sector or an experienced professional, our aim is for this event to give you a fresh perspective and vital knowledge on what’s happening in charity finance and the wider sector on operational and strategic levels.

The day is a perfect opportunity to network with colleagues from a diverse range of charities from across the sector so you can share your ideas and experiences with other delegates. There will also be an exhibition, giving you the chance to address your organisation’s needs with sector specialists.

Who should come to this event?

This conference is ideal if you're responsible for financial management in your organisation or want to understand more about the charity finance and regulation landscape. Previous delegates have included Finance Officers, Finance Managers, Finance Directors, Heads of Finance, Directors of Finance and Resources, CEOs, trustees.

Discounts for members

This event is open to CFG members and non-members.

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

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


John Harrison, Head of Information and Cyber Security, Charles Stanley

Caron Bradshaw, CEO, Charity Finance Group

Neil Poynton, Head of Charities, CAF Online

Sue King, Partner, Wrigleys Solicitors LLP

Joanna Blackman, Solicitor, Wrigleys Solicitors LLP

Gemma Morgan, Director of Finance and Facilities, Myton Hospice

9.00 - 9.55

Registration and refreshments

9.55 - 10.00

Chair's welcome and introduction 

10.00 - 10.40

Opening plenary: Culture and leadership, inspiring change for greater impact

Culture and leadership are crucial tools for the success of your charity, and much of that starts in the finance department. This plenary will explain how finance leaders can develop and influence organisational culture, inspire change, and make sure their charity has a great impact.

Caron Bradshaw, Charity Finance Group


Move between sessions

10.45 - 11.30

1A: Financial planning in challenging times

We explore how to implement flexible, simple and responsive financial planning processes which will allow your charity to adapt to times of change and uncertainty.  


10.45 - 11.30

1B: Audit and accounting update

11.30 - 11.50

Refreshment break

11.50 - 12.40

2A: Working with non-finance professionals

Finance staffs are often responsible for working with, and managing, individuals with many different specialist skills. This session will help you understand how to give these individuals the best support and get the best out of them

Gemma Morgan, Director of Finance and Facilities, Myton Hospice

11.50 - 12.40

2B: VAT and tax update

The session will give you updates on all the latest VAT cases, on any other recent developments from HMRC, including Gift Aid, Making Tax Digital and employment tax.

12.40 - 12.45

Move between sessions

12.45 - 13.15

Lunchtime plenary: What's happening in the charity sector?

This session will give you a snapshot of the charity sector landscape. What are the challenges that charity leaders face and what can it be done to overcome issues? 

Neil Poynton, CAF Online

13.15 - 14.00


14.00 - 15.00

3A: Developing and maximising income streams

Income is a constant challenge for charities, and the current financial climate requires finance leaders to think hard about business models. This session will offer a structure for evaluating the risks and opportunities of potential new incomes streams.

14.00 - 15.00

3B: Cyber security and fraud

There are many risks associated with digital and finance, particularly the threat of a cyber attack. This session will look at how you can mitigate these risks and ensure that your security is suitable to your needs as well as being cost effective. 

John Harrison, Charles Stanley 

15.00 - 15.20

Refreshment break

15.20 - 16.20

4A: How to engage with the board

This session will give you advice and suggestions on how to build a constructive relationship with the board, and how to make sure that board members provide and receive the right information.

15.20 - 16.20

4B: Managing safeguarding processes

Protecting people and safeguarding responsibilities should be a governance priority for all charities. For the finance leader, it has major implications for risk, compliance and budgeting. This session explains what you need to do to build the right culture, and to make sure policies and procedures are in place, to make sure your charity’s safeguarding meets staff and beneficiary needs.   

Sue King, Partner, Wrigleys Solicitors LLP

Joanna Blackman, Solicitor,  Wrigleys Solicitors LLP


16.20 - 16.25

Move between sessions

16.25 - 17.00

Closing plenary: TBC


Chair's close and conference end. 

Charities - Members - Early Bird Rate£109.00
Charities - Non-members£152.00
Corporate - Members£249.00
Corporate - Non-members£329.00
Individual - Members - Early Bird Rate£109.00
Individual - Non-members£152.00
HTN - members - Early Bird Rate£109.00