Ensuring Best Practice in Charity Reporting

Monday 20 November 2023

Online event

This session will provide you with the latest information and case studies to help you follow the current best practice and support your organisations financial reporting, in compliance with the statutory and funder requirements.

 

Why should I attend?

Taking financial data and crafting a narrative for your donors, funders, supporters and beneficiaries is a vital skill for any organisation's financial health. Not only does it allow you to demonstrate the impact of your work, but it can also help the wider organisation to fine-tune its focus to help further its vision. 

Please see the agenda below for full details. 

 

When and where?

  • 09:30am – 12:30pm
  • Online training via Zoom - Joining instructions will be shared one week before the event day

Who should come along to this event?

This event is designed for finance directors, finance managers, as well as those involved in reporting process.

 

How do I book?

Book below - if you have any issues contact events@cfg.org.uk.

Please note any payments for events bookings are required to be made online. 

 

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with three hours of CPD. For more details contact your association or email events@cfg.org.uk.

 
Speakers

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

Simon Hughes, Director, Social Purpose and Non Profits, Crowe

Graeme Danton, Executive Director of Corporate Services, Samaritans

Jessica Betts, Technical Specialist (Monitoring, Evaluation & Learning), Fauna & Flora International

Katie Lee Brooks, Fauna & Flora International

Programme
09:30 – 09:35

Welcome

09:35 – 11:00

How to improve your reporting approach  

The quality of reporting is essential to any organisation, and charities should consider how demonstrating impact can support both funder and donor management. This session will look at how we can form a narrative with meaningful data, reporting in line with statutory and funder requirements, to tell the story you need to support your finances.

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

Simon Hughes, Director, Social Purpose and Non Profits, Crowe 

11:00 – 11:15

Comfort Break

11:15 – 12:15

Case study – utilising data for better reporting

Learn from your peers on how they are their approaches and methods they use to create successful impact reports.

Graeme Danton, Executive Director of Corporate Services, Samaritans

Jessica Betts, Technical Specialist (Monitoring, Evaluation & Learning), Fauna & Flora International

Katie Lee Brooks, Fauna & Flora International

12:15 – 12:20

Chair’s summary and close of event

Prices
Charities - Members£85.00
Charities - Non-members£120.00