Annual Conference 2022

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

Thursday 30 June 2022

133 Hounsditch
Liverpool Street
LONDON EC3A 7BX

The CFG Annual Conference is the biggest gathering of charity finance professionals in the UK, and is a unique opportunity to connect, learn and share.

We are returning to an in-person format in 2022 and look forward to welcoming you to a new venue on Thursday 30 June!

The theme for our 2022 conference and Annual Conference is Purposeful and Empowering.

 

Why attend the CFG Annual Conference?

If the pandemic has shown us anything, it’s that civil society is now never more needed. From small grassroots charities to large organisations in the UK and abroad, we all have a purpose: to empower our unique and diverse communities and maximise our impact.

But in this complex and often divisive world, how can we ensure we’re connecting with our purpose? What role do we play in empowering our communities?

The CFG Annual Conference 2022 will equip finance teams and charity leaders with new knowledge and ideas, empowering you to serve your purpose and maximise your impact for the benefit of your communities.

 

And there's more! For free!

We have planned an entire week of insightful sessions and workshops!

Starting from 27 June, we will host seven online, bite-sized workshops that will culminate in our in-person conference on 30 June.

When you book your place at our conference you can also attend all online sessions during Annual Conference Week at no extra cost!

With five separate streams and more than 20 sessions and interactive workshops, CFG’s Annual Conference Week is not to be missed!

 

 

Will you join us?

CFG's Conference Week is for anyone and everyone who works or volunteers in a charity finance role, including finance directors, CEOs, finance managers, treasurers, trustees and consultants.

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

You will be joined by sector-leading speakers, and more than 40 expert corporate exhibitors, bringing specialist knowledge to support you with the challenges you face.

 

A good deal for small charities

We are offering a limited number of tickets at £218 each to staff and volunteers from charity members with under £1 million turnover. If your organisation qualifies for this offer, please email events@cfg.org.uk to redeem it.

If you are a member of the Charity HR Network please email events@cfg.org.uk to access the CFG Member ticket rates. 

Explore exhibition opportunities at our Annual Conference. And see below for more information! 

If you have any questions or comments, please get in touch with the team! 

 
Speakers

Caron Bradshaw OBE, Chief Executive, Charity Finance Group

Kirsten Buck, Chief Impact & Sustainability Officer, PTHR

Sophie Ward, Head of Charities & Education, HSBC Global Private Banking

Jonathan Sparks, Chief Investment Officer UK & Channel Islands, HSBC Global Private Banking

Carol Rudge, Partner, Head of Not for Profit, HW Fisher

James Field, Customer Strategy Director, Smartdesc

Vicky Eastwood, Director, Brewin Dolphin

Katy Stanley, Chief Operating Officer, PTHR

David Baxendale, Partner, PwC

Pesh Framjee, Global Head of Social Purpose & Non Profit Organisations, Crowe

Naziar Hashemi, National Head of Social Purpose & Non Profit Organisations, Crowe

Elizabeth Day, Assistant Manager, Buzzacott

Richard Bray, Finance Regulatory & Taxes Team, Cancer Research UK

Craig Goldblatt, Transformational Speaker and Impact Coach

Steve Williams, Director of Corporate Services, I CAN

Stevie Spring CBE, Chairman, British Council and Mind

Amanda Bennett, Diversity, Equity and Inclusion Lead, The Guide Dogs for the Blind Association

Sarah Seed, Partner, Mills and Reeve

Tim Gutteridge, Director of Strategy Enablement, Shelter

Andrew Coyle, Head of Information Security, Smardesc

Luke Savvas, Charity Tax Partner, Buzzacott

Richard Blakey, Chief Financial Officer, Royal Mencap Society

Daniel Chan, Director, PwC

Matt Peace, Account Director, m-hance

Stephanie Gibson, Head of Finance and Performance, LIVES

David Davison, Owner & Head of Charity Pensions, Spence & Partners Limited

Paul Freedman, Partner, Head of Consulting, HW Fisher

Simon Hopkins, Blind Veterans, Director of Resources

Vicki Hardman, Procurement Manager, Blind Veterans

James Brindle, Magna Vitae, Executive Director

Aeneas Richardson, co-Executive Director, Magna Vitae

Corinne Curtis, Head of HR ‑ Third Sector, WorkNest

Programme
08:15 - 09:15

Registration

09:15-09:20

Welcome

Welcome from Caron Bradshaw OBE, Chief Executive, CFG

09:20-10:00

Opening Plenary

Stevie Spring CBE, Chairman, British Council and Mind

10:00-10:10

MOVE TO REQUIRED SESSION

10:10-10:55

Technical Stream

Session 1A: Technology and sustainable investment 

How will technology enable a more sustainable world? Why is a focus on biodiversity needed to protect our planet? What is China’s green strategy? Join Sophie Ward, Head of Charities & Education, and Jonathan Sparks, Chief Investment Officer UK & Channel Islands, at HSBC Global Private Banking to hear about key themes which will impact the future of investments and their interplay with sustainability.

Sophie Ward, Head of Charities & Education and Jonathan Sparks, Chief Investment Officer UK & Channel Islands, HSBC Global Private Banking

10:10-10:55

Leadership and Strategy Stream 

Session 1B: No longer are we “just accountants” THIS SESSION IS NOW FULL 

During this session, Shelter will share and discuss how the approach to financial leadership has transformed. We are no longer “just accountants” but we are transforming into strategy-focussed support teams partnering with various business units to deliver the required impact. As the financial experts, we must be active members of the wider leadership group, helping lead all parts of an organisation. We need to ‘know our business’, ‘know the strategy’ (be strategic) and ‘know our audience’. We also lead the financial leaders of the future, therefore we must have the leadership skills necessary to develop and empower a complex team that meets the needs of the wider business.

Tim Gutteridge, Director of Strategy Enablement, Shelter

10:10-10:55

Risk and Resilience Stream

Session 1C: Ransomware - what would you do?

Over 25% of charities were hit by cybercrime in 2020. Even the best defences are not bulletproof. If your organisation suffered from an attack, how would you react? Do you have a process? Would you engage with the criminal? Would you pay the ransom?

These scenarios do happen and should be considered outside of the heat of the moment. Hear insight and best practice from Smartdesc's work with other charities on how to prepare and respond should the worst happen.

Andrew Coyle, Head of Information Security and James Field,
Customer Strategy Director, Smartdesc

10:10-10:55

Futureproofing Stream

Session 1D: Funding trends in 2022 and beyond

In the past couple of years, many funders made more resources available and pledged to make more use of flexible funding. However, will this trend continue post pandemic? With a predicted fall in overall funding and donations, charities may be facing tough times. This session will cover the future of funding in 2022 and beyond, including emerging and alternative sources of funding.

10:10-10:55

Charity HR Network Stream

Session 1E: Recruitment – what is working

As the pandemic winds down, and the levels of staff are returning to pre-pandemic levels, charities are experiencing some of the greatest recruitment issues in decades. Contributors such as shifting priorities, staff moving onto new roles, low pay and burnout are playing significant parts in the staff exodus. This session will cover how the charity recruitment landscape has changed over the past two years. We will also discuss which recruitment methods work best within the sector.

Steve Williams, Director of Corporate Services, I CAN

10:55-11:25

REFRESHMENTS

11:25-12:10

Technical Stream

Session 2A: Charitable expenditure - maximising impact while minimising 'tax' risk

Charities are adapting the way they engage in projects and how they spend funds to maximise the impact on their charitable mission, but often alongside increasing their financial return. This may involve funding third parties, new projects with more commercial activity, working in joint ventures or investing in a subsidiary company. Adapting how you engage can have tax implications or potentially give rise to HMRC enquiries. In this session we will bring together recent HMRC enquiries into different types of charitable expenditure we have seen in one case study with the aim of highlighting common pitfalls in this area.

Luke Savvas, Charity Tax Partner, Buzzacott

Elizabeth Day, Assistant Manager, Buzzacott

 

11:25-12:10

Leadership and Strategy Stream

Session 2B: Empowering colleagues through financial decision making

The session would summarise Mencap's Big Plan and its approach to devolve decision making. Mencap has developed a philosophy of the 3F's (frameworks, fundamentals and freedom). Attendees would gain an understanding of the journey and the learning from giving colleagues greater financial freedom within a framework.

Richard Blakey, Chief Financial Officer, Royal Mencap Society

11:25-12:10

Risk and Resilience Stream

Session 2C: Financial resilience – the key warning signs of financial difficulties and how to fight for survival

As we emerge from the pandemic, where charities continue to deal with uncertainty, financial resilience is particularly important. It is imperative that Trustees and management teams are able to identify the key warning signs for potential financial difficulties and have the governance and tools in place to respond to these. The session will consider how Trustees and management teams should consider financial risk and then walk through the options available to either restructure or deliver the best outcome in the circumstances, including where a turnaround is not possible. 

Daniel Chan, Director, PwC

David Baxendale, Partner, PwC

11:25-12:10

Futureproofing Stream

Session 2D: Hitting the long road of an integrated IT strategy, starting with governance and financial compliance

When the finance team at LIVES initially needed a finance system that was fit for purpose, they implemented a solution that would not only better fit their needs but would also provide important compliance and governance to their processes. 

The result has enabled them to make informed strategic decisions based on accurate, well presented and up-to-date data. During this session, m-hance’s Matt Peace and LIVES’ Head of Finance and Performance Stephanie Gibson will discuss the charity’s digital journey of implementing a new finance system and having gone through the process, how they better understand the technology stack available to them. This has generated wider business projects they are now working on as a result. This is a great opportunity for other charities to see what outcomes can be achieved with a charity specific, tailored finance system.

Stephanie Gibson, Head of Finance and Performance, LIVES

Matt Peace, Account Director, m-hance

 

11:25-12:10

Charity HR Network Stream

Session 2E: Overcoming barriers to achieve more diverse workplace

From recruitment to ensuring a positive and inclusive organisational culture, many organisations grapple with the best ways of creating a diverse workplace. There are still many barriers, both on organisational and social level, that we need to overcome to achieve true diversity and inclusive workplaces. This session will cover some of those barriers, together with practical advises on how to overcome them.

Amanda Bennett, Diversity, Equity and Inclusion Lead, The Guide Dogs for the Blind Association

12.10-12.15

MOVE TO LUNCHTIME PLENARY

12:15-13:00

Lunchtime Plenary

Future of financial reporting - panel discussion

Chair:

Carol Rudge, Partner, Head of Not for Profit, HW Fisher

Panellists:

Richard Bray, Finance Regulatory & Taxes Team, Cancer Research UK

Pesh Framjee, Global Head of Social Purpose and Non Profits, Crowe

Nigel Davies, Consultant and Charity Volunteer 

 

13:00-14:00

LUNCH

13:00 - 14:00

Lunchtime Personal Development Session - Magnifying your impact

Amplify your intention, purpose and power with an experience that challenges you, changes you and elevates you to new peaks.

·       Clarify who you are at your very best

·       Discover your ‘WHY’ and the reason you’ve chosen your life/professional path

·       Gain a real understanding of yourself, your purpose and what’s most important to you right now

·       Uncover your strengths so you create the massive impact you’ve always imagined

·       Find the value you deliver most to yourself, your family, your team and the world

Unravel the steps to your ideal short, medium and long-term future, creating a living legacy you’re proud to leave behind

Craig Goldblatt, Transformational Speaker and Impact Coach

14:00-14:45

Technical Stream

Session 3A: Pensions post pandemic

2022 will see further changes in taxation and legislation which will impact charities and their pension schemes. The session will provide an update on pension retirement age changes, governance requirements such as Chair Statements, annual benefit statements and quality assessing your scheme, as well as the impact of increased NI and what you should be doing to mitigate the effect of this. Pension scams also remain a huge threat to employees hard earned pension benefits. New legislation is in place, but employees still need to be wary and employers can help with this awareness.

David Davison, Owner & Head of Charity Pensions, Spence & Partners Limited

14:00-14:45

Leadership and Strategy Stream

Session 3B: Inspiring new ways to maximise your impact in a changed world

The pandemic meant that many organisations had to put their strategic plans on hold to put in place emergency response plans to survive. Now that we find ourselves re-emerging into a new world with new ways of working, it is important to reflect on what the pandemic has meant for your organisation, and to take the positives steps to develop your new strategic plan building on lessons learnt and the changing circumstances. Our session will explore hints and tips to help you with revisiting your plans.

Carol Rudge, Partner, Head of Not for Profit, HW Fisher

Paul Freedman, Partner, Head of Consulting, HW Fisher

14:00-14:45

Risk and Resilience Stream

Session 3C: Impact of ESG on charity risk, reserves and strategy

As regulations and expectations change worldwide and ESG matters move centre stage, charities will need to be seen to be at the forefront by having the right policies and procedures. Charities will need to ensure that the right actions  are being taken, that relevant disclosures are made in the Trustees’ report and that reputation and operational risk is managed.  All of the three elements of ESG  need to be integrated in the strategy risk and reserves discussions. This session will discuss how to identify, record and report on important matters whilst ensuring that the elements are incorporated  the thinking at board and management level. 

Pesh Framjee, Global Head of Social Purpose & Non Profit Organisations, Crowe

Naziar Hashemi, National Head of Social Purpose & Non Profit Organisations, Crowe

14:00-14:45

Futureproofing Stream

Session 3D: Future of money

The Covid-19 pandemic not only accelerated the shift toward digital and contactless payments but also led to a more mainstream acceptance of physical cash alternatives like cryptocurrency. These changes will likely stay.

This will have far-reaching implications for individuals, businesses, banks, governments and charities. This session will cover the ways in which the change to how we use money will impact on not-for-profit sector and what can we do to ensure charities are not left behind.

14:00-14:45

Charity HR Network Stream

Session 3E: The case for a physical workplace vs. office agnostic

The way we work, how we work and where we work has changed dramatically in the past couple of years. In this session we will pose the argument from two opposing sides of the workplace-debate. Neil will discuss why and how the physical workplace will continue to exist and evolve; whilst Katy and Kirsten will present a case study on why remote working offers chances for connection, collaboration and better transparency. 

Is "hybrid working" the future? Or will the physical workplace or 100% remote working prevail? Our speakers will tackle this ever salient question, whilst also considering the needs of people, the organisation and the planet. Perhaps there is a balance between the physical and digital workplace to be made...

Neil Usher, Chief Workplace & Change Strategist, GoSpace AI

Kirsten Buck, Chief Impact & Sustainability Officer, PTHR

Katy Stanley, Chief Operating Officer, PTHR

14:45-14:55

MOVE BETWEEN SESSIONS

14:55-15:40

Technical Stream

Session 4A: Linking supply chain and social mission

This session will outline Blind Veterans UK’s new procurement framework. A result of the desire to rethink the role that procurement plays within the charity and to extend the changing narrative about financial leadership to procurement specialists. We will cover a number of key areas that underpin our approach: rethinking procurement as a strategic enabler and not merely a transactional function; improving procurement within an empowered culture by appointing and upskilling champions within the wider business; raising the bar in terms of working practices, and taking a bold stance in engaging suppliers with the charity’s social mission beyond charity discounts.

Simon Hopkins, Director of Resources and Vicki Hardman, Procurement Manager, Blind Veterans

14:55-15:40

Leadership and Strategy Stream

Session 4B: Leadership during the pandemic – the work of Leisure and Culture Charities 

This session will cover a case study from the leisure and culture charity: Magna Vitae. The speakers will discuss the importance of bringing a strong financial base to a situation quickly (Survive) and focusing on delivering charitable objectives to the community and innovation (Sustain). For Magna Vitae, Covid has meant a need for a ‘new’ delivery model within the charitable leisure / cultural trust sector, this model needs to allow us to (Thrive).

James Brindle, Executive Director and Aeneas Richardson, co-Executive Director, Magna Vitae

14:55-15:40

Risk and Resilience Stream

Session 4C: Inflation Risk, Cash and Investment Reserves: making your assets work for you

This session is aimed at Charities holding significant cash reserves, the value of which is being eroded by high levels of inflation in the UK. It would encourage charities to consider where the cash came from, what it is there for and when it may be required. The session would progress on to considering how the cash could be better deployed to protect the spending power and to improve on returns empowering the charity to consider operational resilience and using these assets to further charitable purposes.

Vicky Eastwood, Director, Brewin Dolphin

14:55-15:40

Futureproofing Stream

Session 4D: What does the increasing focus on ESG in the finance world mean for charities and their ability to borrow money?

Why are banks and investors focusing on ESG now? What is behind the rapid increase in green, social and sustainable finance over the past couple of years? We will look at the key aspects of ESG financing, the principals that underpin it and how these impacts on the structure of funding documents.

We will also explore what this might mean for charities seeking to raise money from third parties and consider whether ESG finance will now rapidly move from a niche product to a mainstream approach.

Sarah Seed, Partner, Mills and Reeve

14:55-15:40

Wellbeing – ensuring supportive working environment  

With hybrid working set to remain a key element of our post-COVID-19 future, employers need to understand how to help their employees maintain their wellbeing and work life balance, and ensure those who need support, receive it.

This session will cover some of the issues that employers and employees are dealing with while moving into a hybrid working environment and provide practical ideas on how to ensure support and wellbeing across the organisation.

Corinne Curtis, Head of HR ‑ Third Sector, WorkNest

15:40-16:10

REFRESHMENTS

16:10-16:40

Closing Plenary

16:40-16:55

Closing remarks and end of the conference

16:55-18:00

Drinks Reception

Prices
Charities - Members£336.00
Charities - Non-members£480.00
Corporate - Members£456.00
Corporate - Non-members£840.00
Individual - Non-members£480.00
Sole Traders - Members£356.00

This conference is kindly sponsored by