CFG's Technical Update Conference

Thursday 14 March 2024

Online Conference

This comprehensive and highly popular conference will bring you all the essential technical developments that have occurred in charity finance over the past year that impact organisations like yours.

Want a one-day event to make sure you're up to date on the latest trends, best practices, and legal mandatories? This is it. 


Why should I attend?

Our expert speakers will share updates on all the big issues in the sector, as well as all the important regulatory updates you need to know in one concise day, with the opportunity to discuss them with your peers in the sector.

Have a look at the programme below for the full details, but as a snapshot, we will be covering topics ranging from: Governance and regulatory, accounting and reporting, ESG framework and strategy, HR and legal, funding and fundraising trendsand VAT.

Who should attend?

This event would be valuable for finance directors and managers, heads of finance and accountants.


How do I book?

Book below. You will receive a link and login details to join the meeting one week before the event.


Where and when?

  • Thursday 14 March
  • 9:30am - 4:00pm
  • 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 5 hours of CPD. For more details contact your association or email


Tamara Habberley, Beever and Struthers, VAT Consultant, The VAT People

Rebecca Cumming, Associate, Russell-Cooke

Claire Stanley, Director of Policy and Communications, Chartered Institute of Fundraising

Paris Jordan, Head of Responsible Investing, Charles Stanley

Catherine Maskery, Associate, Russell-Cooke

Tom Brain, Director, haysmacintyre

09:30 – 09:35


09:35 – 10:15

Governance and Regulatory Update

This opening session will give you a round-up of the latest regulation including governance, regulatory alerts, and compliance, that charities need to be aware of and how they might impact the sector.

10:25 – 11:10

Accounting and Reporting Update

Join this session to hear a technical update on the latest accounting and reporting changes. The speaker will cover issues such as going concern disclosure, SORP, reserves policy and reporting among others.

Tom Brain, Director, haysmacintyre

11:20 – 12:00

ESG Framework and Strategy

As Environmental, Social and Governance (ESG) risks and opportunities become ever more present, we have witnessed this assessment applying more broadly than solely to investment strategies. Many organisations, including charities, are now implementing an ESG materiality framework to measure their own progress. This session will provide attendees with practical suggestions and tips on how and why to implement an ESG strategy within their organisations.

Paris Jordan, Head of Responsible Investing, Charles Stanley

12:00 – 13:30

Mid-Day Break and Lunch

13:30 – 14:10

HR & Legal Update

This session will bring you up to date with the changes in the legislative framework for charities, as well as the latest developments in employment law and any emerging issues.

Rebecca Cumming, Associate, Russell-Cooke 

Catherine Maskery, Associate, Russell-Cooke 

14:20 – 15:00

Funding and Fundraising Trends

Funding and fundraising continues to be one of the biggest risks to charities’ sustainability. This session will cover latest trends and practices in charity funding and fundraising that you could implement in your organisation.

Claire Stanley, Director of Policy and Communications, Chartered Institute of Fundraising

15:10 – 15:50

VAT Update

Offering all the latest updates in VAT, this session will give you everything you need to know for your organisation. It will explore the latest in VAT cases.

Tamara Habberley, VAT Consultant, The VAT People, Beever and Struthers 

15:50 – 16:00

Chair’s summary and close of the conference

Charities - Members£127.00
Charities - Non-members£194.00
Corporate - Members£220.00
Corporate - Non-members£302.00
Individual - Members£127.00