Summer Members Meeting

Thursday 20 July 2023

Gerald Eve - Fitzoy
One Fitzroy
6 Mortimor Street
London W1T 3JJ

This event is fully booked.

Feeling like your processes and technology are becoming more burdensome than helpful? We have the perfect free-for-members event for you with our Annual Summers Members' Meeting.

In order to crack how to become more efficient with technology, we have two exciting discussions lined up from Asthma + Lung UK and Iplicit. Our Summer Members' Meeting also serves as an amazing opportunity to connect and network with your peers and colleagues in the charity finance space. 


What does this event cover?

We have two key sessions:

  • Session one - Financial sustainability: Run by Mark Salway and Paul Sparkes from Iplicit, this session will provide you with better understanding of your charity’s business model and what drives it. They will also advise on how to improve your management information - what is important and what to record and explore how your finance systems can improve visibility and organisational performance.
  • Session two - Technology enabled change: utilising the case study of the Asthma + Lung UK merger, Ben Clarkson will take you through how technology played a major part in the successful integration of two unique charities into one seamless body. The combination of multiple CRM systems, websites, and more is no easy task, but there is an efficient way to streamline these resources. Whether you're undergoing something similar or simply want to get some advice around improving the efficiency of your systems, Ben will have you covered

The full details for the sessions are in the programme below.


How do I book?

The event is free for all CFG members.

Book below - if you have any issues contact


Where and when is it?

  • This event is in-person
  • Hosted at Gerald Eve LLP One Fitzroy, 6 Mortimer Street, London, W1T 3JJ
  • Event runs from 15.30 - 18.00


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

Becoming a CFG member gives you discounts on events and training, and access to exclusive free-for-members events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Ben Clarkson, Chief Operating Officer, Asthma + Lung UK

Ben is Chief Operating Officer at Asthma + Lung UK, the nation’s lung charity on a mission to transform lung health. Ben was part of the core team leading the merger of equals between Asthma UK and the British Lung Foundation in 2020, and has since overseen the integration of the two charities’ people, systems, and processes. In 2022 the charity launched a new strategy and rebranded to its current name and brand, and in March 2023 it completed the launch of a new single website and new single CRM system. Ben’s role oversees Finance, People, and Technology, as well as Data and Insights, Governance, Risk, and Facilities. Ben has over 10 years’ experience in the charity sector, having previously worked in the public sector where he qualified as an accountant with CIPFA. He is also a trustee of Contact, the charity for families with disabled children, and Vice Chair of the CIPFA Charities and Public Benefit Entities Forum.

Mark Salway, Nonprofit Sector Advisor, Iplicit

Heading up iplicit’s nonprofit advisory team, Mark has 20+ years of sector experience in financial management as a financial controller, finance director and treasurer. He’s implemented multiple finance systems and has wide-ranging experience in process improvement.

Paul Sparkes, Commercial Director, Iplicit

Commercial director for cloud-native accounting software business iplicit, Paul is a respected and well-known software industry professional with 35 years of experience in accounting and financial management software. He has helped thousands of nonprofit organisations and charities through specialist, tech-based consultancy. Paul was previously with IRIS, One Advanced, and Exchequer Software.

15.30 - 15.45

Registeration, tea & coffee

15.45 - 15.50

Host's address

15.50 - 16.25

Session one: Financial sustainability

Run by: Paul Sparkes and Mark Salway.

Starting with simple business model concepts based on several hundred consulting projects, we will build up to what information you need and how you organise this to look at your Financial Sustainability. This will also touch on efficiency, processes and systems along the way.

16.25 - 17.00

Session two: Technology enabled change - How technology accelerated the merger of Asthma & Lung UK

Run by: Ben Clarkson

Asthma + Lung UK was formed from the merger of two large lung charities on 1 January 2020. Since then, it has embarked on a period of rapid technology-enabled change as it first sought to integrate as a single charity, before modernising and streamlining. Ben will tell the story of the role that technology has played in making the merger a success and share case studies focussing on some of the more significant change pieces, such as their transition from multiple websites to a single new site, and from two old CRM systems into one single new one.

17.00 - 18.00


This conference is kindly hosted by