Annual Conference 2019

Charity finance policy Financial sustainability Governance, regulation and compliance Accounting and reporting Leadership

Thursday 16 May 2019

The Queen Elizabeth II Conference Centre
Broad Sanctuary
LONDON SW1P 3EE

 

CFG’s Annual Conference is returning as the must-attend charity finance event of the year, connecting sector leaders and professionals across the charity and corporate worlds. 

Through sharing knowledge, learning from tried and tested practices and exploring practical, usable tools, you will take away valuable solutions to apply in your own organisations.

This year’s theme: Confident, Dynamic, Trustworthy. 

Annual Conference 2019

CFG’s core mission is to inspire a sector that is financially confident, dynamic in the way we work and respond to the many challenges that arise, and ensure that trust is embedded in our relationships across the sector, with our beneficiaries and with the general public.

The Conference is our biggest event of the year and offers five streams of sessions, allowing you to tailor the day to suit your individual needs.

There will be a large exhibition alongside the Conference programme – over 50 exhibitors working in a wide range of service areas will be available for you to meet and network with.

 

Who should attend the CFG Annual Conference?

CFG’s Annual Conference is aimed at anyone working in a role that relates to charity finance – from finance directors, CEOs and finance managers to treasurers and trustees, as well as consultants such as senior accountants and charity consultants.

Whether you’re just beginning your career in charity finance or you’ve spent years in the sector and hold a more senior position, the Conference programme offers sessions for all levels of knowledge, skills and experience.

Don’t miss your opportunity to attend this key event for charity finance professionals.

If your charities income is under £1m please give us a call for the small charities rate: 0845 345 3192

CFG members can access an early bird discount, limited places available.

To book an exhibition stand you will need to be logged in to our website. If you experience any issues with booking an exhibition stand drop us a line!

Please make sure you have selected your sessions when you make your booking, otherwise your booking won't process correctly. You can select your sessions when you click the 'Book Now' button.

 
Speakers

Julian Lomas, Director, Almond Tree

Kunle Olulode, Director, Voice4Change England

As Director of Voice4Change England, a membership body of around 400 organisations that campaigns for a stronger and more inclusive civil society to meet the needs of Black and Minority Ethnic people and other disadvantaged communities. Voice4Change have run national fund-raising training programmes for IOF with local groups across England and looked in detail at the barriers to partnerships and collaborations. Publishing ‘Bridging the Gap’ in 2015; a survey report that considered the funding experiences of approximately 100 BME charities and community groups paving the way for setting up of the Joint Funders Alliance between the BME voluntary sector and a host of national funders.

Over last two years Kunle has also been instrumental in looking at ways to enable BME community organisations and charities to utilise social investment effectively to scale up their activities. This work is being developed alongside the Social Investment Business and Charities Aid Foundation.

He's curatorial, programme and audience development advisor to a range of national cultural institutions including the BFI South Bank, The British Library, the Victoria and Albert Museum and the Catalan Institute in London.

Becca Bunce, Co-Director of the IC Change campaign

Becca Bunce is Co-Director of the IC Change campaign. This volunteer-run, award-winning and law-creating campaign calls on the UK government to ratify the Istanbul Convention on violence against women. Becca's paid work focuses on narrowing democracy gaps, ensuring marginalised voices are heard and responded to. She has written and spoken on inclusive practices in the Third Sector and beyond

Anne Bennett, Charity Partner, haysmacintyre

Richard Weaver, Head of Charities and NFP, haysmacintyre

Eddie Finch, Partner, Buzzacott

Eddie has over 30 years’ experience working in the charity and not-for-profit sectors. He manages a diverse portfolio of charities, membership organisations and social businesses, operating local, nationally and internationally.

Eddie specialises in advising his clients on structure and governance, business and financial planning, funder assurance and transaction due diligence and provides reviews of systems and processes. Eddie also offers training for trustees and staff.

Edward is a member of the Finance and Resources Committee of Water and Sanitation for the Urban Poor (WSUP. Over the years, he has held a number of trustee roles including as treasurer of his local Age UK charity and of a furniture reuse programme.

Liz Hazell, Partner, Saffery Champness

Naziar Hashemi, Partner and National Head of Non Profits, Crowe UK

Pesh Framjee, Partner - Global Head of Non Profits, Crowe UK

Terri Bruce, Associate Director, BDO LLP

Terri is a Chartered Tax advisor who has been a VAT specialist for nearly 30 years; starting as a VAT officer at Customs and Excise (as it was known at the time) before moving into the profession. She has particular experience in advising not-for-profit entities, including charities, professional bodies, trade unions and education providers.

Terri prides herself on providing pragmatic, commercial advice. She’s assisted many organisations in providing training and support for staff involved in the day-to-day management of VAT and VAT systems & processes.
Terri’s been heavily involved in advising clients on and assisting with the implications of MTD.

Fiona Condron, Partner, BDO LLP

Liam O'Toole, Chief Executive, Versus Arthritis

Nick Waring, Director of Finances and Resources, Women for Women International

Nick is a Chartered Accountant (FCA) with broad experience in strategic & operational finance in non-profit organisations, both in the UK and in Africa. He was formerly Director of Corporate Services at Lumos Foundation where he helped the Europe-based NGO expand globally, leading the setup of Lumos Foundation USA Inc, a 501(c)(3) organisation. Prior to that, Nick enjoyed a challenging role with the Refugee Council as the director responsible for Finance, IT, Facilities and Administration, leading on the financial strategy to move the charity from dependency on Government funding to a long term sustainable model. He explored options for working closer with fellow charities in order to maximise resources for one of the most vulnerable sectors of society. Nick loves Africa, having spent 4 years earlier in his career as FD of a Hospital just outside Nairobi, Kenya.   Nick is a Fellow of the Institute of Chartered Accountants of England & Wales. He holds an MSc in International NGO Management from Cass Business School, as well as a Diploma in Charity Accounting (ICAEW). 

Colin Kerr, Director of Finance, The Children's Trust & Chair of ICAS Charities Committee

Colin has been with TCT since January 2018. He is a Chartered Accountant, qualifying with the Scottish Institute (ICAS) and is Chair of the Institute’s Charities Committee.

At TCT, Colin is a member of the Senior Leadership Team (SLT) and attends the Finance, Fundraising and General Purposes Committee (FFGP) and the Audit Committee, together with the full Board meeting. His direct reports are Zoe Cowan, Frank Smith, Hayley Brown, Olivia Rowntree and Rosemarie Austen. His EA is Nicki Sanford.

His early career was with Deloittes in Glasgow, Boston and London, becoming an audit manager, before switching to the healthcare division of the firm’s consultancy practice. Moving across to become a Finance Director at 34, his career has included ten years in the NHS and – before joining TCT – six years at the Commonwealth War Graves Commission.

Colin lives in Holcombe, Somerset with his wife Helen. They have two adult sons.

James Evans, Business Partner, Quakers in Britain

Alexina Mwense, Financial Controller, Quakers in Britain

Lisa Kiew, Director of Finance & Property, Quakers in Britain

Stephen Baines, Director of Business Finance, British Heart Foundation

FCA with 20+ years experience in senior finance roles across various industries.  Latterly 8 years with the BHF, sitting on the Operating Board and currently responsible for commercial finance, business partnering and continuous improvement.

Derek Meier, Head of Continuous Improvement, British Heart Foundation

Steve Harris, Director of Finance, Leonard Cheshire Disability

Kate Sayer, Consultant, Sayer Vincent

Kate is a chartered accountant with over 30 years experience of auditing and advising charities. In recent years, her work has focused on developing better ways for charities to manage risk and make decisions. Working with boards and management teams, Kate has helped organisations to develop appropriate tools to be risk-taking and cope with uncertainty. She also works with leadership teams to develop an appropriate organisational culture to deliver the charity’s mission, focusing on the changes in behaviour that may be needed. She works as a consultant, coach, trainer and facilitator.

Kate is the author of several books on financial management and Made Simple guides on the Sayer Vincent website. She is a Senior Visiting Fellow in the Faculty of Management at Cass Business School for courses in charity finance. She is a master practitioner in neuro-linguistic programming (NLP), a practitioner of the Thinking EnvironmentTM  and has a certificate in social marketing.

Kate is a non-executive director of Charity Bank, a social investor lending to charities and social enterprises and chairs its audit committee. She is also the treasurer of the Association of Chairs.

Alison Hopkinson, Finance and IS Director, Oxfam

Helena Wilkinson, Partner, Head of NFP, Price Bailey

Gerald Oppenheim, Chief Executive, Fundraising Regulator

Nick Sladden, Partner, Head of Charities, RSM

Nick is Head of Charities at RSM and is a client partner responsible for a portfolio of some of RSM’s largest charity clients. He is also currently a trustee of two national charities. Nick has recently joined a steering committee set up by DFID to guide the development of best practice guidance for UK NGOs on safeguarding, reporting and governance.

Oonagh Smyth, Executive Director of Strategy and Influence, Mencap

Rosie Chapman, Independent Chair, Charity Governance Code Steering Committee

Rosie is the independent chair of the Charity Governance Code Steering Group which oversees and promotes the Code. She has a governance and regulatory background, including Director of Policy at the Charity Commission for ten years, senior roles in housing regulation, and company secretary for a range of housing associations and charities. Rosie now works as an adviser to charities.
Rosie is currently a trustee of the London Marathon Charitable Trust and Amnesty International Charity Limited. She is a former trustee of the Charity Finance Group. 

Pascale Nicholls, Head of Central Finance, Amnesty International

Pascale is a Chartered Accountant. She began her career with Deloitte 12 years ago and as a senior manager led a wide range of work for government, charities and multi-national listed corporations. She was actively involved in Deloitte’s community investment programme and in early 2009 made a permanent move into the charity sector. She is now Head of International Accounting at the Secretariat of Amnesty International. Pascale was a co-opted member of Community Links’ Finance and Audit Committee before becoming a Trustee in 2010.

Julie Hutchison, Charities Specialist, Standard Life Wealth

Julie has a background in law, is a former charity trustee and is the Charities Specialist at Standard Life Wealth.  Her broader experience over the last 20 years includes her cross sector work in the public sphere, as a part-time apprentice to OSCR, Scottish Charity Regulator, supporting their project to create the first investment guidance for charities in Scotland.  Julie is also a guest lecturer at a number of university Business Schools.

Alex Skailes, Director, Centre for Charity Effectiveness - Cass Business School

Campbell Robb, Chief Executive, Joseph Rowntree Foundation

Andy Tilden, Skills for Care

Adam Jackson, Head of Public Affairs and Brexit Advisory Services, Grant Thornton

Jane Klauber, Partner, Russell Cooke

Cordelia Osewa-Ediae, Senior Consultant - Diversity and Inclusion, Green Park

Programme
8.15

Registration

9.15

Welcome and Opening Plenary: Diversity in the sector

Our panel of expert speakers will be looking at the issue of diversity in the charity sector, shedding light on this important issue and bringing insights and inspiration for you to consider for your own organisations.

Becca Bunce, IC Change campaign, Kunle Olulode, Voice4Change, Cordelia Osewa-Ediae, Green Park & Carol Rudge, Grant Thornton (Chair)

10.00

Move between sessions

10.10

1A: Charity accounting and reporting

Everything you need to know about recent changes to charity accounting and reporting, including updates to regulation, accounting standards and the Charity SORP. The session will also give examples of best practice reporting across the sector.

Anna Bennett, Charity Partner & Richard Weaver, Head of  Charities and Not for Profit, haysmacintyre 

10.10

1B: How are social businesses driving social change?

 

This session will explore how social businesses are transforming their commercial industries whilst having an immense social impact. It will also cover how charities can build better relationships with businesses and investors interested in social change, work collaboratively with the private sector to address community needs, and how charities and other not-for-profit organisations can measure their impact.

 

Edward Finch, Partner, Buzzacott

10.10

1C: Hitting the ground running - challenges facing new finance leaders in the sector

We will explore some of the key challenges when stepping in as a new finance director (FD) within a charity. The session will use a series of case studies based on our experience, exploring the impact of the charity's life cycle on the role of the FD and also looking at a few essentials of what an FD needs to be ready for in terms of technical knowledge and interaction with key stakeholders, including the finance team, the trustees and the auditors.

Liz Hazell, Saffery Champness

 

10.10

1D: Cyber risk

10.10

1E: Culture trumps procedure

Naziar Hashemi & Pesh Framjee, Crowe UK

10.55

Refreshments

11.25

2A: Making Tax Digital - what happens next?

Making Tax Digital (MTD) will be introduced on 1 April 2019. We have significant experience in advising organisations about the requirements of MTD and will outline the issues and opportunities encountered by our clients as a result of the implementation process. We will use case studies to illustrate best practice and the actions taken by clients in the not-for-profit sector to mitigate the disruption and maximise the opportunity offered for reviewing procedures and processes. Attendees will understand the implications of MTD and what action they could take to improve their own processes, systems and VAT accounting.

Terrie Bruce, BDO LLP

11.25

2B: Change management

Fiona Condron of BDO will be joined by Liam O'Toole, Chief Executive of Versus Arthritis in this session, and they will discuss their experiences of a major change management project with the merger of Arthritis Research and Arthritis Care in 2018.

Fiona Condron, Partner, BDO & Liam O'Toole, CEO, Versus Arthritis

11.25

2C: The introverted leader

A significant proportion of accountants are introverts. We love our spreadsheets, our numbers, our technical publications. But engaging with other people is a chore at best, and terrifying at worst. The business and charity world appears to favour the brashness of the extrovert, leaving the introvert behind. Nick is an introvert, and loves hiding away from people. But it is time for introverts to stand up. This session will - for the introvert - provide some managing techniques based on Nick's own experiences, and for the extrovert will highlight what introverts can offer to strengthen organisations.

Nick Waring, Women for Women International

11.25

2D: 2019 and reputation risk: The role of the finance director

Recent charity sector scandals have highlighted the scale of reputation risk facing charities and their trustees. Whether the issues have been financial or wider governance, finance directors carry the risk and the exposure equally. What sort of policies should be in place and how should Boards ensure they are being complied with? This has wider relevance in terms of challenging existing strategies. Finance Directors cannot be passive. This session should be of real relevance to finance trustees and to senior directors, looking to challenge the status quo.

Colin Kerr, The Children's Trust & Chair of ICAS Charities Committee

11.25

2E: Upgrading systems, changing cultures

Our journey from silos and bespoking to partnerships and simplicity. We had become a remote Finance department hindered by outdated systems., key personnel dependency and a legacy of bespoking. From this we launched a project to upgrade and standardise our reporting systems and facilitate the culture change necessary for productive new ways of working to succeed. We listened, communicated, trained and supported our colleagues, enabling us to become an integrated, trusted and approachable team. We still have a way to go but would like to share our story so far and the lessons we have learned with our peers.

James Evans, Alexina Mwense and Lisa Kiew, Quakers in Britain

12.10

Move to lunchtime plenary

12.20

Lunchtime plenary: Brexit panel discussion

Brexit has fundamentally changed the UK's social and political landscape, and civil society will experience the consequences regardless of the resolution. After three years of ambiguity, your colleagues, donors, commissioners and beneficiaries will be looking to move forward with more certainty. Potentially facing a significantly difference economic backdrop, those in the finance function will be seeking to ensure their charities are set up for the future. Based on the latest intelligence at the time, this panel discussion will provide an opportunity to hear from experts, industry commentators and charities on the current Brexit landscape and how the sector is developing responses to mitigate the existing risks.

Rob Campbell, Chief Executive, Joseph Rowntree Foundation
Andy Jackson, Head of Public Affairs and Brexit Advisory Services, Grant Thornton
Andy Tilden, Skills for Care
Caron Bradshaw, Chief Executive, CFG
Chaired by Carol Rudge, Head of Not for Profit, Grant Thornton

13.00

Lunch

14.00

3A: Employment law update

 Join this session to find out more about the latest changes to employment law that will impact charities.

Jane Klauber, Russell Cooke

14.00

3B: Continuous improvement at the BHF - using Lean Six Sigma to improve efficiency and effectiveness

Driven by the desire to make every £ count, and recognising our responsibility to supports to be as efficient as possible with our funds, three years ago, BHF began a journey to improve our operating processes. This session will describe how we have adopted Continuous Improvement in a staff-friendly way and are incorporating it as part of our culture. This session will highlight how we use the principles of Lean and Six Sigma and the benefits we are realising as well as the challenges we encountered along the way. Attendees will hopefully come away with the inspiration and confidence to consider tackling something similar in their own organisations.

Stephen Baines and Derek Meier, British Heart Foundation

14.00

3C: Business partnering

This session will focus on helping finance individuals act more commercially and be more involved in influencing decisions. We will talk about the key elements in developing impactful relationships with those that guide the direction of your organisation. We will show how to produce truly impactful reporting in a fraction of the time that current reporting takes. We will also discuss how this can be implemented in Finance teams of any size, large or small. Anyone can be a business partner. Attendees will gain confidence in dealing with others and will really understand how to bring numbers to life.

Steve Harris, Leonard Cheshire Disability

14.00

3D: Doing the right thing and doing things right

Oxfam has been introducing a better way to manage risk - an approach that involves managers and teams so they take responsibility for the risk in their operational area. Without using jargon, the three lines of defence model and control frameworks are being used to help managers describe how they can feel confident that day-to-day risks are being managed. In parallel, strategic risks are considered regularly by senior managers and the board, monitoring actions to bring those risks within acceptable levels. Looking outwards, a group scans the horizon for changes to the external environment.

Kate Sayer, Sayer Vincent & Alison Hopkinson, Oxfam

14.00

3E: Income risk, sustainability and diversification (90 min WORKSHOP)

Charities need to look at how they can become more financially sustainable and this can mean looking for different income sources. What are the income trends over the last few years and how might this affect your organisation? Where does your income come from and will (should) this continue? What can you do to change your income mix and how could you go about it? This workshop will blend a general update on income sources and their challenges/risks with practical break out sessions to explore  ideas further.

Helena Wilkinson, Price Bailey & Julian Lomas, Almond Tree

14.45

Move between sessions

14.55

4A: Funding the independent regulation of fundraising

Gerald Oppenheim, Chief Executive of the Fundraising Regulator will discuss the benefits and challenges of its current funding model, how the Fundraising Levy has been received by the sector and why it is so important that charities pay.

Gerald will then go on to discuss plans to audit charities against the requirements of the Charities Act 2016, and how charities can comply.

Gerald Oppenheim, Chief Executive, The Fundraising Regulator

14.55

4B: Charity Governance Code - Maximising the effectiveness of your charity

RSM will be publishing research in early 2019 looking at how effectively charities have been implementing the charity governance code, almost two years on from the code being published. The session will cover the benefits of effective governance from a corporate advisor and a charity perspective. Following on from our research, the session will provide excellent insight into how one charity, Mencap, is embracing the code and looking at practical implementation challenges. Attendees would be able to benchmark where they are against industry standards and learn first-hand the respective benefits of implementing various governance procedures. A section of the session will cover what's missing from the code and what to expect in future iterations.

Nick Sladden, RSM, Oonagh Smyth, Mencap & Rosie Chapman

14.55

4C: Developing teams of leaders – how to develop yourself into a leader and bring your teams along

This session will cover conflict competence, developing emotional intelligence, addressing team dysfunctions, working with other levels of power, coaching as a transformative staff development tool, the importance of performance management, feedback and delegation and building resilience.

Pascale Nicholls, Amnesty International

14.55

4D: Has your charity reached The Tipping Point

Standard Life Wealth has been undertaking research with Cass Centre for Charity Effectiveness into The Tipping Point. This looks through multiple lenses at the barriers facing charities as they approach a point moving from cash to investing for the first time, experiencing a range of barriers linked to financial awareness, governance, behavioural issues and beyond. This session gives an overview of the research findings and points to practical solutions for FD's working with their board as they forward plan in relation to their financial needs and investment plans.

Julie Hutchison, Standard Life Wealth & Alex Skailes, Cass CCE

14.55

4E: 3E continued - Income risk, sustainability and diversification

Helena Wilkinson, Price Bailey

15.40

Refreshments

16.10

Closing plenary

16.40

Closing remarks by the Chair

16.55

Drinks reception

18.00

Close

Prices
Charities - Members - Early Bird Rate£222.00
Charities - Non-members£329.00
Corporate - Members£499.00
Corporate - Non-members£699.00
Individual - Members - Early Bird Rate£222.00
Individual - Members£279.00
Individual - Non-members£329.00
Community Leisure UK - Members - Early Bird Rate£222.00
Community Leisure UK - Non-members - Early Bird Rate£222.00
All Prices Inc. VAT

This conference is kindly sponsored by