Risk Conference 2024

Thursday 29 February 2024

Online Conference

As our society moves from one crisis to the next, charities are once again on the frontline to respond to the social and economic upheaval. However, we also need to understand that charitable organisations themselves are not immune to the pressures.

Despite the potential risks to charitable organisations as we travel the road to recovery, there are steps that can be taken to help with identifying, circumventing and/or managing threats that an organisation may be exposed to. 

With that in mind, CFG has put together the 2024 Risk Conference with aim of not only giving attendees a space to understand a wide variety of potential risk factors, but also working with them create an environment of positive risk management to help empower, rather than hinder. 

Why should I attend?

We have a packed agenda for attendees split across two streams, giving you the option to fine-tune your time by joining the sessions that interest you most. Have a look at the programme below for the full information.  

When are where?

  • Thursday 29th February
  • 9:30am - 4:00pm
  • Online (see below)

How do I attend and select my sessions?

This conference will be delivered digitally via Zoom Events. Once booked, you will receive joining instructions one week before the conference.

You will be able to freely pick your sessions from stream A or B on the day. 

Who is this event useful for?

This event is open to everyone who works in charity finance and risk management, but would be especially valuable for finance directors, heads of finance, CFOs, finance managers, and risk managers from across the charity sector.

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 six hours of CPD. For more details contact your association or email events@cfg.org.uk.


Matt Whittaker, Chief Executive Officer, Pro Bono Economics

Robbie Anderson, Associate Director, Altum Consulting

Stuart Leach, Partner, Technology and Cyber Assurance, RSM

Natalie Barbosa, Senior Associate, Anthony Collins

Gayle Monk, Legal Director, Anthony Collins

Richard Evans, Partner, Head of Risk and Assurance, Crowe

Owen Day, Director of Finance & Resources, Envision

Adam Monks, Chief Executive, Smartdesc

Charmaine Goddard, People Partner, NCVO

Ben Clarkson​​​​, Chief Operating Officer, Asthma and Lung

Michael Daly, Finance Target Operating Model and Organisational Design Specialist, British Red Cross

Andrew Garrett, Head of Relationship Banking-South, The Co-operative Bank

09:30 - 09:35

Chairs Welcome

09:35 - 10:15

Opening Plenary: Whatever next? Charity challenges in a prolonged period of economic uncertainty

This session will discuss how the continued fallout from the pandemic and from the cost of living crisis might impact an charitable organisations’ workload, income and capacity. Join the experts to learn if and how the sector can mitigate some of the risks associated with ongoing uncertainty to deliver uninterrupted support when it is most needed.

Matt Whittaker, Chief Executive Officer, Pro Bono Economics

10:15 - 10:30

Break for refreshments

10:30 - 11:10

The evolving cyber threat, what we can learn from breaches, and understanding the cyber footprint

During this session we will discuss the current threat landscape including threat actor trends and motivations. Unpick some recent breaches and discuss key learnings, and finally, what we can do to understand more about our cyber footprint and how to control it.

Stuart Leach, Partner, Technology and Cyber Assurance, RSM

11:20 - 12:00

Stream A: Recruitment, Retention and Risk

The COVID-19 pandemic set off a nearly unprecedented churn in the labour market, creating a long-lasting period of organisational disruption at every level. 

This session will be aimed at minimising that disruption and the associated risks for charities by looking at productive recruitment and retention strategies.

Robbie Anderson, Associate Director, Altum Consulting

Charmaine Goddard, People Partner, NCVO

Ben Clarkson​​​​, Chief Operating Officer, Asthma and Lung

Michael Daly, Finance Target Operating Model and Organisational Design Specialist, British Red Cross


11:20 - 12:00

Stream B: Banking

Every organisation needs to ensure that their banking arrangements are suitable for their needs. However, navigating the banking system can sometimes be a confusing and convoluted endeavour.

This session is aimed to tackle everything you need to know about banking. From setting up the right account, to getting the most from your bank to match your organisational goals. 

Andrew Garrett, Head of Relationship Banking-South, The Co-operative Bank 

12:00 - 13:30


13:30 - 14:10

Fostering better organisational culture

A positive work culture isn't just a nice to have. It directly contributes to employee satisfaction, performance, loyalty, and trust, which in turn benefits the organisation. 

This session has been developed to help you best navigate and implement strategies to overcome those situations related to workplace disputes, bullying, and dissatisfaction, and provide guidance on what you can do to promote a positive culture.

Owen Day, Director of Finance & Resources, Envision

14:20 - 15:00

Stream A: What are the risk of using AI at your charity?


The rapid development and deployment of new technologies often comes with limited protocols governing their use. This can create new sets of risks that charitable organisations and their beneficiaries may not always be ready for.

This session will cover the risks associated with using AI, and how charities can best prepare for and effectively deal with those risks.

Adam Monks, Chief Executive, Smartdesc

14:20 - 15:00

Stream B: ESG - Wider Compliance

There is increasing pressure on charities, no matter the size, to demonstrate that they are making a positive impact on society and the environment.

Operational changes implemented in recent years such as the increased reliance on digital channels, reduced travel, office space, flexible working, and more, are all elements created for ESG.

This session will identify and cover how to manage the risks associated with wider compliance with ESG.

Natalie Barbosa, Senior Associate, Anthony Collins

Gayle Monk, Legal Director, Anthony Collins

15:00 - 15:15

Break for Refreshments 

15:15 - 15:55

Closing Plenary: Developing Better Organisational Resilience

It's certainly not an easy time to be a charitable organisational, but the work produced by these bodies is invaluable to society.

Our closing panel will take a look at what is truly required to be a resilient organisation in the current environment, and provide tangible advice on what can be done to adapt and shape an organisation to best thrive and continue that invaluable benefit to society. 

Richard Evans, Partner, Head of Risk and Assurance, Crowe

15:55 - 16:00

Chairs' close and End of Conference

Charities - Members - Early Bird Rate£106.00
Charities - Non-members£194.00
Corporate - Members£220.00
Corporate - Non-members£302.00

This conference is kindly sponsored by