South West and Wales Members' meeting

Wednesday 12 February 2020

RSM Bristol
Hartwell House
55-61 Victoria Street
Bristol BS1 6AD

This members' meeting will focus on local authority finance where we will discuss the key questions:

  • What is the full cost of delivering your services?
  • What are the steps you can take to recover these? 

The session will also examine the key differences between grants and contracts, and what steps you can take to limit your VAT liabilities. 

Finally, how to increase funding and expand your organisation will be explored.

This meeting is open to CFG members only and is free of charge. 

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

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


Stella Smith, Chair, CFG

Kathy Evans, CEO, Children England

Richard O'Brien, Corporate Finance Manager, Triodos Bank

13.00 - 13.55

Registration and lunch 

13.55 - 14.00

Chair welcome and introduction

Stella Smith, Chair, CFG

14.00 - 14.45

Recovery of costs

Charities working within commissioning or grant funded contracts must ensure that they are recovering their full project costs to remain sustainable. Finding a meaningful way of calculating your full costs can be difficult. Convincing funders or commissioners to cover these costs can also prove challenging. This session will look at realistic methods of identifying the full cost of delivering your services and steps you can take to recover these.

Kathy Evans, Chief Executive, Children England

14.45 - 15.00

Break for refreshments

15.00 - 15.40

Grants vs. contracts

With the agreements between funders and charities becoming increasingly complex it is important to know what type of income your organisation receives. In this session we will discuss the differences and what steps you can take to limit your VAT liabilities.   

15.40 - 16.25

Financial sustainability

Join this session to hear more about financial sustainability, with the view to increase funds and expand your organisation. 

Richard O'Brien, Triodos Bank

16.25 - 16.30

Chair closes and meeting ends. 

Charities - Members£0.00
Corporate - Members£0.00

This conference is kindly hosted by