Technical Update Conference

Thursday 13 March 2025

Online event

Our comprehensive and highly popular Technical Update Conference returns. This full-day, online event will look at all the essential technical developments and updates you'll need when it comes to charity finance, from accounting and reporting to VAT and legal updates. 

Expert speakers will share updates on all the big issues in the sector and all the important regulatory updates you need to know, with the opportunity to discuss them with your peers in the industry.

 

Why should I attend?

See the full programme below but here are the key topics that will be covered during the event:

  • Accounting and reporting updates
  • Investment updates
  • Pensions updates
  • Governance and regulatory updates
  • HR & legal updates
  • VAT update

 

Where and when?

  • Thursday 13 March 2025
  • 09:30 - 16:00
  • Online via Zoom (a link to join the event will be sent a week before).

 

How do I book?

Book below. You will receive joining details to join the meeting one week before the event.

if you have any issues contact events@cfg.org.uk.

 

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

 
Speakers

Stuart Price, Partner and Actuary, Quantum

Tracey Moore, Partner and National Head of Charities and Not for Profit, UHY

, Moore Kingston Smith

Willorna Brock, Senior Consultant, Menzies

Robert Plembly, VAT Director, PEM

Programme
09:30 - 09:35

Welcome 

09:35 - 10:15

Accounting and reporting update

Stay ahead in financial reporting and join us to explore the latest updates in financial regulations, reporting standards, and industry best practices. This session will empower you to ensure your charity's financial statements are compliant, transparent, and accurate—boosting accountability and strengthening donor trust.

 

Tracey Moore, Partner and National Head of Charities and Not for Profit, UHY

10:15 - 10:25

Break

10:25 - 11:10

Investment update

11:10 - 11:20

Break

11:20 - 12:05

Pensions update

Join this session for key insights into the latest developments, regulatory changes, and strategic considerations affecting charitable organisations when it comes to pensions. The session aims to help you navigate the evolving pensions landscape and equip you with practical guidance on managing pension schemes effectively, ensuring compliance, and making informed decisions that align with your organisation’s goals.

 

Stuart Price, Partner and Actuary, Quantum

12:05 - 13:30

Lunch break

13:30 - 14:10

Governance and regulatory update

Stay informed and ahead of the curve in the UK charity sector by joining us to explore the latest regulatory changes, compliance essentials, and governance best practices. This session will provide actionable insights to strengthen your organisation’s resilience, transparency, and effectiveness. Learn how to navigate legal updates and implement governance strategies that drive impact and trust.

 

Moore Kingston Smith

14:10 - 14:20

Break

14:20 - 15:00

HR & legal update

Navigate the complexities of HR and employment law with confidence! Join us to gain essential insights into employment regulations, volunteer management, and compliance requirements. Discover best practices for creating a fair, compliant workplace while effectively managing your charity’s most valuable asset—its people. Learn the tools to address legal challenges and build a resilient, people-focused organisation.

 

Willorna Brock, Senior Consultant, Menzies

15:10 - 15:10

Break

15:10 - 15:50

VAT update

Demystify VAT by joining us to gain a clear understanding of complex VAT regulations, exemptions, and compliance essentials. Learn strategies to optimise VAT recovery and effectively manage tax liabilities, ensuring your organisation maximises its financial efficiency.

 

Robert Plembly, VAT Director, PEM

15:50 - 16:00

Closing plenary

Prices
Charities - Members - Early Bird Rate£115.00
Charities - Non-members£210.00
Corporate - Members£326.00

This conference is kindly sponsored by