Annual Conference 2020

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

Monday 7 December 2020

 

 

Monday 7 - Friday 11 December 

 

CFG’s Annual Conference 2020 is the charity finance event of the year, where finance teams and leaders from across the voluntary sector come together. This year, the theme of Creating a Better Future is as vital as ever.

In December, we’re bringing you the conference online across five days, so you can fully access all five streams of the conference and gain the most value out of your booking. Full programme details will be announced soon.

The Annual Conference week will equip you for the future with over 12 hours of speaker sessions, the space to network with your sector peers and share experiences and support, and seek advice from our expert exhibitors.

In our 2020 programme, we want to bring you an event which sparks a creative journey.

At a time where nothing has been certain, organisations in the sector have been on a journey of ups, downs, ambiguity and change.

Our aim for the 2020 conference is to instil a new confidence and a fresh perspective in a transforming landscape. The theme will be Creating a better future.

The event will galvanise you into creativity, not just in the big challenges we face as a community with shared values, but in our common experiences, projects and stories, empowering you to play an active and informed role in the sector’s future. Together we can create a 20/20 vision for 2020 and beyond.

You will hear from your colleagues across the sector and expert speakers in inspiring sessions on strategic direction, technical updates and practical workshops. Whether you’re dealing with finances on the ground, or leading the way for your teams, you’ll leave the conference buzzing with a whole range of insights.

Who should come along?

CFG’s Annual Conference is ideal for those 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.

The programme offers sessions for all levels of knowledge, skills and experience.

If you're a small charity under £1m income, your place will only cost £97 - email events@cfg.org.uk to book your place.

About the day

The Annual Conference is our biggest event of the year with over 550 attendees in 2019, providing CFG members and non-members alike a networking opportunity which is completely unique. There will be five streams of sessions taking place over five days online, so you can tailor the programme to get the most out of the day, plus over 50 exhibitors bringing specialist knowledge to address challenges unique to your organisation. 

About CFG events and membership

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

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

 
Speakers

Greg Whelan, Deputy Chief Executive, Childhood First

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

Ray Ayivor, Finance Director, Young Citizens

Nick Waring, Director of Finance & Resources, Disasters Emergency Committee

Nicki Deeson, Leadership Coach and Business Mentor

Rob Williams, CEO, War Child

Kate Rogers, Co-Head of Charities, Cazenove Charities

Nigel Davies, Head of Accountancy Services, Charity Commission

Susan Ball, Partner, RSM

Hannah Keartland, Consultant, Hannah Keartland Limited

Gillian Gibbon, Procurement Specialists, Auditel

Paul Rao, Director and Head of Charity Internal Audit Practice, Grant Thornton

Jacky Griffiths, Associate Director, Business Risk Services, Grant Thornton

Adrian Warburton, Director of Finance, WWF-UK

Adrian Burton, Procurement Specialists, Auditel

Rohan Hewavisenti, Chief Financial Officer, Amnesty International

Socrates Socratous, VAT Partner, Buzzacott

Sarah Hillary, Charities Partner – Risk & Advisory Services, BDO

Kami Nuttal, Culture Specialist – Risk & Advisory Services, BDO

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

Pesh Framjee, Head of Non Profits, Crowe

Cara Turtington, Partner, Saffery Champnes

Claire Wills, Director, Saffery Champnes

John Robinson, Finance Director, American School in London

Tim Boyes-Watson, Global Director of Advocacy and Alliances, Humentum

Ben Jones, Strategic Engagement Lead, HMRC

Ben Holt, Technology Innovation & Futures Lead, British Red Cross

Philip Satherley, Policy Manager, Fundraising Regulator

Caron Bradshaw, CEO, Charity Finance Group

Ndidi Okezie, CEO, UK Youth

Rita Chadha, CEO, Small Charities Coalition

Karl Wilding, CEO, NCVO

Tessy Ojo CBE, Chief Executive, Diana Award

Rowena White, Senior Associate Partner, Sarasin & Partners

James Hutton, Partner, Sarasin & Partners

Paul Winrow, Technical Partner, MHA MacIntyre Hudson

Programme

DAY 1: MONDAY 7TH DECEMBER

9.15 – 09:30

Welcome 

Caron Bradshaw, CEO, Charity Finance Group

Carol Rudge, Partner, Grant Thornton

09:30 - 09:50

Opening Plenary

Tessy Ojo CBE, Chief Executive, Diana Award

09:50 - 10:05

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

10:05 – 10:40

Size matters: Practical issues dealing with off-payroll workers

From April this year, off-payroll/IR35 working will have major changes in store for larger charities; some may have responsibilities to pay PAYE, National Insurance, and in some cases the Apprenticeship Levy. So, if the rules apply to you what do they mean in practice? If you are exempt what should you be doing?

Susan Ball, Partner, RSM

Ben Jones, Strategic Engagement Lead, HMRC

10:40 – 11:00

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

11:00 – 12:30

Workshop: In a world of disruption, what is the future of charities? What does this mean for the finance function?

We live in a world of rapid change where some of the largest and most powerful companies are also some of its newest. As boundaries between sectors become increasingly blurred, what does this mean for UK charities? And how should they respond?  In this interactive session, you will explore what the future might look like for your organisation – and then think about what that means for the finance function.  You will develop some actions that you can work on now to make the most of the opportunities that this offers for you, your team and your organisation.

Hannah Keartland, Consultant, Hannah Keartland Limited

Kevin Waudby, Co-Founder and Partner, Good Innovation

Ben Holt, Technology Innovation & Futures Lead, British Red Cross

Mid-Day Break: Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise

14:00 – 14:35

Writing your charity’s investment policy

Take part in this interactive session to find out about updated guidance on Investment Policy Statements, co-authored by Cazenove Charities and CFG. This new guidance includes practical templates which you can take away and adopt in your own organisation, and raises some brand new aspects not included in the previous guide.

This session will also look at emerging themes from the sector which will help shape your policy.

Kate Rogers, Co-Head of Charities, Cazenove Charities

14:35 – 14:55

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

14:55 – 15:30

Expert update in VAT case law

In this session, we will cover the major updates and changes affecting the charity sector and what you will need to be made aware of to stay on top of your organisation's VAT responsibilities. 

Buzzacott's Socrates Socratous will explore recent case law and examine how charities can apply outcomes in practice, so you can make the most of these changes in 2020.

Socrates Socratous, VAT Partner, Buzzacott

DAY 2: TUESDAY 8TH DECEMBER

09:30 – 09:35

Chair's Introduction

09:35 – 10:10

What is the future for UK investors?

Rowena and James will provide an overview of investment markets, assessing the challenges ahead for UK investors.  They will attempt to explain the impact of COVID-19 on portfolio income and capital, as well as the dilemma of whether or not to invest in the UK stock market in the future.

Rowena White, Senior Associate Partner, Sarasin & Partners 

James Hutton, Partner, Sarasin & Partners 

10:10 – 10:30

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

10:30 – 11:05

Working collaboratively with other charities

In an increasingly competitive marketplace, sharing what works with fellow organisations in the sector may not seem to be a priority, but there are vital learnings to be shared. In this session Nick Waring will draw on experiences from his career, including his current role at the Disasters Emergency Committee, and share inspiration on what value charities working together can bring.

Nick Waring, Director of Finance & Resources Disasters Emergency Committee

Mid-Day Break: Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise

14:00 – 14:35

Savings through better procurement

There are increasing challenges for non-profits and charities in generating income. You can make a real difference through effective procurement practice by making changes now, which will help you in the future. Join this session to find out how to ensure your charity’s overheads are controlled effectively and that you are receiving the very best value on all your procurement decisions. 

Gillian Gibbon and Adrian Burton, Procurement Specialists, Auditel

14:35 – 14:55

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

14:55 – 15:30

Reinvention: from Plantagenets to Madonna – remaining relevant to today’s society

This exciting session will explore how your organisation can reinvent themselves to ensure they remain relevant in an ever-changing landscape. It will explore change management, including how to set your strategy, financial planning, capital projects, as well as identifying potential pitfalls to watch out for - brought to life with a fascinating case study of a historic charity which is undergoing significant reinvention.

Cara Turtington, Partner, Saffery Champness

Claire Wills, Director, Saffery Champness

15:35 - 16:00

Meeting the fundraising reporting requirements in the Charities (Protection and Social Investment) Act 2016

Are you confident that your charity is complying with Section 13 of the Charities (Protection and Social Investment) Act 2016? The Fundraising Regulator’s recent review of compliance with the Act found most charities that should do so did not report on all fundraising reporting requirements.

The Fundraising Regulator’s Policy Manager, Philip Satherley, will share insights about which areas of reporting generally require improvement, and good practice guidance on what all trustees should include in their annual reports. This will help charities give assurance to the public and their supporters that key fundraising issues are being addressed.

Philip Satherley, Policy Manager, Fundraising Regulator

DAY 3: WEDNESDAY 9TH DECEMBER

09:30 – 09:35

Chair’s Introduction

09:35 – 10:10

Charity Commission: view on financial sustainability, financial governance and trustees’ annual reports

In his session Nigel will look at the Commission’s guidance on financial governance, how going concern is more than a disclosure in the accounts. He will also discuss the value of high quality trustees’ annual reports and accounts to public confidence in a charity and the wider sector.

Nigel Davies, Head of Accountancy Services, Charity Commission

10:10 – 10:30

Sponsor clinics 

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

10:30 – 11:05

Think like a CEO!

As a finance leader, you may feel you are the person that keeps your organisation on the right side of financial stability, liquidity and the law. But it’s also essential to think like a CEO – growing your confidence to know when to take risks, spend money and create the organisation of the future. This session will bring CEO and FD perspectives to help you see both sides, give the best advice to your CEO and better understand a CEO’s view of the world.

Nicki Deeson, Leadership Coach and Business Mentor

Rob Williams, CEO, War Child

Mid-Day Break: Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise

14:00 – 14:35

Improving Productivity

To help cope with the challenging environment of tightening resources and increasing demand, charities need to focus on improving effectiveness by removing wasted effort and making improvements in productivity. This session will look at what productivity is and how it can be improved.

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

Pesh Framjee, Head of Non Profits, Crowe

14:35 - 14:55

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

14:55 – 15:30

Culture Audit: Could I guess your values after spending a day in your office?

Culture is pivotal, starting with the tone at the top of the organisation. Why is culture so important and part of leadership responsibility? This session will discuss the importance of culture and, through looking at some real examples, why leadership needs to take the lead on culture too.

Sarah Hillary, Charities Partner – Risk & Advisory Services, BDO

Kami Nuttal, Culture Specialist – Risk & Advisory Services, BDO

DAY 4: THURSDAY 10TH DECEMBER

09:30 – 09:35

Chair's Introduction

09:35 – 10:10

Reserves policy – engaging your board with strategy

Developing strategy, diversification and growing an organisation involve significant risks which need to be addressed by your board. It’s crucial for finance leaders to communicate and provide information effectively so the board understand the existing and potential risks to your organisation and ensure the reserves policy is effectively incorporated into the strategic plan.

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

Ray Aviyor, Finance Director, Young Citizens

10:10 – 10:30

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

10:30 – 11:05

Grant Thornton’s Charity Top 10 Risks Study: benchmarking the insight  

As charities face some of the most complex and wide-ranging risks and regulatory requirements ever within the sector, the session will discuss a recent benchmarking exercise performed by Grant Thornton’s Charity Internal Audit practice, where the top 10 risks facing charities were identified and the required mitigations and controls discussed.  The session will assist charities in understanding the sector’s risk landscape and generate ideas on the effective management of these key risks.

Paul Rao, Director and Head of Charity Internal Audit Practice, Grant Thornton

Jacky Griffiths, Associate Director, Business Risk Services, Grant Thornton

Mid-Day Break: Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise

14:00 – 14:35

Driving change with a new programme for IFRS

It has been a source of some frustration for many international charities and INGOs that there are no recognised International Financial Reporting Standards to ensure consistency globally. Building on research commissioned by CCAB, national standard setters from around the world have been developing the concept from the ground up. A new 5-year programme should mean the goal of a global standard is now realistically in sight. 

Hear from Tim Boyes Watson from Humentum and Paul Winrow of MHA MacIntyre who are members of the Practitioner Advisory Group supporting the Initiative. 

Paul Winrow, Technical Partner, MHA MacIntyre Hudson

Tim Boyes-Watson, Global Director, Humentum

14:35 – 14:55

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

14:55 – 15:35

Benchmarking against the best: surprising pitfalls and best practice

In a sector with shared values and common experiences, benchmarking against the best allows us to compare and improve our performance.  Such comparisons can be qualitative or quantitative and are compelling. This session uses real examples which will give fascinating insights on the value effective benchmarking can bring, and explore pitfalls for the unwary.

John Robinson, Finance Director, American School in London

DAY 5: FRIDAY 11TH DECEMBER

09:30 – 09:35

Chair’s Introduction

09:35 – 10:10

Climate Matters

How can getting engaged with environmental action further your charity’s mission? What is the impact of your organisation on the environment? What could you do as an individual?

This interactive session will help you develop an action plan to manage and reduce your footprint including carbon budgets, environmental reporting, and saving money.

Rohan Hewavisenti, Chief Financial Officer, Amnesty International

Adrian Warburton, Director of Finance, WWF-UK

10:10 – 10:30

Sponsor clinics

Join the clinics and virtual round tables run by our sponsors to receive expert advice on a number of subjects ranging from accounting to IT. These 20 min small group discussions across 5 days will enable you to talk about your concerns with specialists in their field and have your most pressing questions answered by experts.

10:30 – 11:05

Business changes – was it skill or was it luck?

In this case study session, Childhood First’s Greg Whelan shares their seven-year journey of key organisational changes and how their organisation looked beyond the non-profit world and explored the business lessons learned from the commercial sector. Here Greg shares what they learned, and how they applied insights to their organisation’s future – from holding your nerve, investing when you can, to resilience in the face of outside pressures – there’ll be some valuable takeaways in this session in helping you to plan and deliver more confidently, and create a more stable and adept organisation.

Greg Whelan, Deputy Chief Executive, Childhood First

11:10 – 12:00

Closing Plenary: Panel Discussion

Chair: Caron Bradshaw, CEO, Charity Finance Group

Panellists:

Ndidi Okezie, CEO, UK Youth

Rita Chadha, CEO, Small Charities Coalition

Karl Wilding, CEO, NCVO

 

Prices
Charities - Members£143.50
Charities - Non-members£244.50
Corporate - Members£255.00
Corporate - Non-members£360.00
Individual - Members£143.50
HTN - Members£143.50

This conference is kindly sponsored by