Ensuring Best Practice in Charity Reporting

Monday 11 November 2024

Online event

Effective demonstration and communication of a team's impact is vital within the charity sector. It reinforces your position with donors, funders, supporters and beneficiaries. It lets you track and build upon your own work, showcasing growth and achievements. It also helps inform the wider organisation, including trustees, of how your team is working towards your organisation's vision.

 

Why should I attend?

This three-hour CPD session will provide you with practical tips and approaches on how you can improve your reporting practices, and give you an opportunity to discuss best practice with your peers.

Please see the agenda below for full details, but this events sessions will cover:

  • How to improve your reporting approach
  • Using data in meaningful ways to tell your narrative
  • case studies showing effective use of data

 

When and where?

  • 14:00 - 17:00 
  • Online training via Zoom - Joining instructions will be shared one week before the event day

 

Who should attend?

This event is designed for finance directors, finance managers, as well as those involved in the reporting process.

 

How do I book?

Please note any payments for events bookings are required to be made online. Book below - 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 three hours of CPD. For more details contact your association or email events@cfg.org.uk.

 
Speakers

Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe

Simon Hughes, Director - Social Purpose & Non Profit Organisations, Crowe

Nils Wieboldt, Executive Director of Finance, Blood Cancer UK

Programme
14:00 – 14:05

Welcome

14:05 – 15:30

How to improve your reporting approach  

The quality of reporting is essential to any organisation, and charities should consider how demonstrating impact can support both funder and donor management. This session will look at how we can form a narrative with meaningful data, reporting in line with statutory and funder requirements, to tell the story you need to support your finances.

Naziar Hashemi, Partner, Head of Social Purpose & Non Profit Organisations, Crowe 

Simon Hughes, Director - Social Purpose & Non Profit Organisations, Crowe

15:30 – 15:45

Comfort Break

15:45 – 16:45

Case studies – utilising data for better reporting

Those charity case studies explores how effective use of data can improve reporting and transparency in nonprofit organisations. By adopting data-driven tools, charities can enhance fundraising efforts, track donor engagement, and measure impact more effectively. The result is better decision-making, increased trust, and more efficient use of resources to support your beneficiaries.

Nils Wieboldt, Executive Director of Finance, Blood Cancer UK

Nilesh Pandya, Director of Finance and Operations, Orbis

Adam Steinberg, Data and Insight Manager, Orbis

16:45 – 16:50

Chair’s summary and close of the conference

Prices
Charities - Members£95.00
Charities - Non-members£150.00
Individual - Members£95.00

In partnership with