Tackling Operational Complexity and Legacy IT

Wednesday 29 April 2026

Church House Westminster
Dean's Yard
London SW1P 3NZ

In-person event

This free-for-members in-person roundtable will explore the challenges across finance from legacy IT. It will refer to how the costs, operational complexity and fragmented data undermine financial performance, slows decision-making, and hinders mission delivery.

It will also explore the transformative role of modern technologies, and if AI and modern data strategy can offer practical support to non-profits in overcoming barriers and driving progress.

This event is kindly run by Unit4, and will also feature a buffet lunch.

Please note that this event has a limited capacity of 25 attendees, and will be given on a first come, first serve basis. It is also aimed at individuals in a senior finance position within larger charitable organisations (approximately 250+ full-time employees across all departments)

 

Why should I attend?

This event is an interactive round-table session in which you can share best practice, strategies, emerging trends, and learn from your peers in similar situations.

Please see the programme below for the full breakdown of the day, but as a summary, topics include:

  • Identifying the hidden costs of legacy IT
  • The increasing operational complexity of legacy IT
  • Whether AI can deliver strategic and operational value for non-profits

 

When and where?

  • Wednesday 29 April
  • 12:00 – 15:00
  • Church House Westminster, Dean’s Yard, London, SW1P 3NZ

 

How do I book?

Book below. You'll receive updated event information approximately one week prior to the event date.

 

Who should attend?

This event is tailored for individuals in a senior finance position within larger charitable organisations (approximately 250+ full-time employees across all departments)

 

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). For more details contact your association or email events@cfg.org.uk.

 
Programme
12:00

Arrival with tea and coffee, followed by a buffet lunch

13:00 - 15:00

Round table discussion (click the drop down for extended information)

Topic 1: Identifying the hidden costs of Legacy IT

This session explores how non-profits can overcome the hidden costs and operational complexity of legacy finance systems by embracing modern technology and data strategies. Participants will gain insight into leveraging AI to streamline processes, strengthen decision-making, and drive organizational growth.

Topic 2: The increasing operational complexity of legacy IT

We will examine how legacy finance infrastructure and manual processes can hinder non-profits’ ability to manage increasing funding complexity and meet stakeholder reporting demands. Participants will explore strategies to modernize financial operations and improve data-driven decision-making as their organizations grow and diversify.

 

Topic 3: Whether AI can deliver strategic and operational value for non-profits

We will share experience and ideas on how artificial intelligence (AI), including Generative AI and predictive analytics, can transform the non-profit sector. Participants will discuss how they see AI integration serving as a catalyst for modernization by automating routine processes, streamlining compliance, and enabling data-driven decision-making.

Prices
Charities - Members£0.00
Individual - Members£0.00