Technical Update Conference

Wednesday 24 September 2025

Online event

Our bi-annual Technical Update Conference is open to our members and non-members to give you all the latest updates on technical topics in the charity sector, delivered by expert speakers. 

 

Why should I attend?

The full day of sessions will focus on updates around technical aspects in the charity sector, from governance to HR and legal updates. You'll have the chance to get your questions answered by the experts and set your organisation up for success.

The full programme is below, but as a summary we will cover:

  • Governance and regulatory updates
  • Investment updates
  • Accounting and reporting updates
  • HR and legal updates
  • Pension updates
  • VAT updates

  

When and where?

  • Online via Zoom events
  • 09:30-16:00
  • Wednesday 24 September

 

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 for member and non-member charities as well as corporate partners to CFG. The content will be most relevant to finance and leadership teams.

 

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

 
Speakers

Steve Harper, Partner and Head of Social Purpose, HaysMac

Carla Whalen, Partner, Russell Cooke

Rob Warne, Partner, Head of VAT, Crowe

Programme
09:30-09:35

Welcome

09:35-10:15

Governance and regulatory update

Keep pace with the evolving landscape of charity regulation and governance in this session where we cover recent policy developments affecting charities, including updates from the Charity Commission, regulatory compliance requirements, and best practices for trustees and finance teams. Gain practical insights to strengthen your organisation’s accountability, resilience, and transparency.

10:15-10:25

Break

10:25 – 11:10

Investment update

Stay informed on the latest trends and developments in charity investments. This essential session will provide you with key insights into financial markets, ethical investing, and risk management—helping your charity make informed and responsible investment decisions.

11:10-11:20

Break

11:20 – 12:00

Accounting and reporting update

This session will explore key changes in reporting standards, SORP updates, and emerging best practices in financial disclosure. Learn how to navigate complex reporting requirements with confidence and ensure your charity’s financial statements are clear, compliant, and impactful.

Steve Harper, Partner and Head of Social Purpose, HaysMac

 

12:00 – 13:30

Lunch

13:30 – 14:10

HR & legal update

Stay compliant and prepared with the latest HR and legal developments impacting the charity sector. This session will cover employment law updates, workforce management trends, and key legal risks facing charities today. You'll get practical guidance to help your organisation navigate change, support staff effectively, and meet its legal responsibilities with confidence.

Carla Whalen, Partner, Russell Cooke

14:10-14:20

Break

14:20– 15:05

Pensions update

Navigate the complex and shifting world of charity pensions with confidence. This timely session will cover the latest developments in pension regulation, scheme management, and employer responsibilities. Gain valuable insights into defined benefit and defined contribution schemes, auto-enrolment updates, and long-term planning to help safeguard your charity’s financial future.

15:05-15:15

Break

15:15 – 15:55

VAT update

Keep up with the latest VAT rules and their implications for charities in this session, providing updates on recent legislative changes, HMRC guidance, and common VAT challenges in the sector. Learn how to manage VAT effectively across your organisation and avoid costly pitfalls.

15:55-16:00

Closing plenary and word from sponsors

Prices
Charities - Members - Early Bird Rate£121.00
Charities - Members£144.00
Charities - Non-members£220.00
Corporate - Members£342.00