Technical Update Conference

Leadership Tax and VAT IT and data Accounting and reporting Governance, regulation and compliance Fraud Financial sustainability Charity finance policy Risk Investment

Thursday 15 July 2021

This comprehensive and highly popular CFG conference brings you all the essential technical updates in charity finance that impact you and your organisation, helping you to stay up to date with the key developments you need to know.

The programme covers a range of updates including regulatory, responsible investment, cyber security, and accounting and audits. We will be joined by specialists who will help bring you up to speed and answer your questions.

The conference equips you with the insight on the key technical developments in the sector packed into one concise day, and also gives the space for you to meet with your peers from across the sector.

Who is this event useful for?

This event is valuable for finance directors, finance managers and trustees who wish to stay on top of the recent technical development in charity finance.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide your with 4.5 hours 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

Association of Independent Museums members can register for free CFG membership through our partnership.


Ryan Parker, Commercial Account Executive, PIB Insurance Brokers

Neil Sinclair, National Cyber Lead, Police Digital Security Centre

James Rimmer, Principal Consultant, Expense Reduction Analysts

Virginia Henley, Legal Director, Hewitsons

David Butler, Audit Partner and Head of Charity and NFP, Bishop Fleming

Ben Thorne, Senior Audit Manager, Bishop Fleming

09:30 – 09:40

Welcome to the CFG Technical Update Conference

09:40 – 10:00

Icebreaker and networking session

10:00 – 10:45

Legal and regulatory update

The opening session to the day will provide a round-up of the latest regulation including governance, Law Commission recommendations, regulatory alerts and compliance, and will examine how they might impact the sector.

Virginia Henley, Legal Director, Hewitsons 

10:50 – 11:30

Accounting and audit update

Discover the latest accounting and audit developments in this session, including an audit white paper consultation proposing stricter audit rules for large charities; new requirements on going concern; the charity SORP and IFR4NPO information.

David Butler, Audit Partner and Head of Charity and NFP, Bishop Fleming

Ben Thorne, Senior Audit Manager, Bishop Fleming

11:35 – 12:35

Workshop – Managing fraud

Managing risk of fraud should be a priority for every charity but knowing how and where to start can be difficult to assess. This workshop will cover common risks and ways of recognising fraud as well as delivering advice on how to keep your charity safe.

Mid-day break

14:00 - 14:45

Data protection and cyber security

As government reports over 36m attempted frauds in 2021, the Charity sector needs to be on guard all the time. It is vital that organisations understand their exposure, manage the risk, and are aware of the options for transferring any residual risk to a third party (e.g. insurers).

Neil and Ryan talk about the types of attacks prevalent as we continue to WFH and look at the simple steps every charity can implement to protect themselves. They will also cover how cyber and crime insurance policies respond to different scenarios.

Neil Sinclair, National Cyber Lead, Police Digital Security Centre

Ryan Parker, Commercial Account Executive, PIB Insurance Brokers

14:50 – 15:25

Responsible investment

This session will cover responsible investment guidance and updates, and examine the recent government consultation and how these changes may impact your charity.

15:30 – 16:05

Procurement, contracts and grants

This session will explore recent updates in procurement including the Green Paper on Transforming Public Procurement published by The Cabinet Office and PPN 07/20. The speaker will also cover what implications those changes may have on charity contracts and grants.  

James Rimmer, Principal Consultant, Expense Reduction Analysts 

16:05 – 16:10

Chair’s summary and close of the conference

Charities - Members£105.00
Charities - Non-members£160.00
Corporate - Members£250.00
Individual - Members£105.00
Individual - Non-members£160.00

This conference is kindly supported by