Technical Update Conference

Charity finance policy Fraud Accounting and reporting Pensions and HR Gift Aid Tax and VAT

Thursday 24 September 2020

In response to Covid-19, we have moved the date of our Technical Update Conference in Cardiff to Thursday 24th September 2020 and this conference will now take place online.

This comprehensive conference brings you all the essential technical developments in charity finance that impact your organisation. Our expert speakers will share updates on all the big issues in the sector, from fraud and cyber crime to HR and legal updates to the latest on governance.

The day will provide you with 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.

Key topics include:

  • Regulation update
  • Fraud
  • VAT and tax
  • Governance
  • HR and legal update
  • Accounting and reporting

 Who should join this event?

 This event is for finance directors, finance managers, CEOs and trustees.

CFG events, training and members’ meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email  

CFG members receive access to early bird and member rate discount. Not a CFG member? You could receive savings on bookings like this by joining CFG. Find out more about becoming a member and how to join our community


Alix Garfath-Cox, Senior Manager, Crowe UK

Louise Jones, Manager - Forensic, Grant Thornton

Helen Snow, Professional Support Lawyer, Geldards LLP

Harriet Morgan, Partner, Charities and Social Enterprise, Geldards LLP

Steve Hodgetts, Partner, RSM

James Sinclair Taylor, Partner, Russell-Cooke

Janice Matthews, Director, Menzies LLP

Janice has over twenty-five years’ experience as an auditor at Menzies. Her focus is primarily the charities and not-for-profit sector having spent 6 years as the firm’s Technical Director and also as an Audit Director in the international team. She joined Menzies in 1994, qualified in 1999 and became a director in 2007.

Malcolm Lucas, Partner, Menzies LLP

Malcolm is head of Menzies LLP’s Charities and Not for Profit team and a specialist risk and assurance partner with over 40 years’ experience of providing audit and advisory services to clients of all sizes.  He has also worked with clients in the public sector acting as chief internal auditor and carrying out value for money studies. Malcolm has been a finance trustee and deputy chair of a school and, therefore, understands the needs of both management and trustees. 




Regulation update

This opening session will give a round-up of the latest regulation that charities need to be aware of and how they might impact the sector.

James Sinclair Taylor, Partner, Russell-Cooke


Q&A Session


Accounting and reporting

A technical update on accounting developments in the Charities SORP (FRS 102) and the future of financial reporting within the charity sector.

Alix Garfath-Cox, Senior Manager, Crowe UK


Q&A Session


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.

Harriet Morgan, Partner, Charities and Social Enterprise, Geldards LLP

Helen Snow, Professional Support Lawyer, Geldards LLP


Q&A Session



14.00 - 14.20


This session will look at the new fraud challenges organisations face and how they can be mitigated.

Louise Jones, Manager - Forensic, Grant Thornton 

14.20 - 14.35

Q&A Session

14.40 - 15.00

VAT & tax

Offering all the latest updates in VAT and tax, this session will give you all you need to know for your organisation. It will explore the latest in VAT cases, Gift Aid and what to expect in the coming year.

Steve Hodgetts, Partner, RSM

15.00 - 15.15

Q&A Session

15.20 - 15.40

Governance update

The Governance update will summarise new and updated guidance from the Charity Commission in the last 12 months and how the new Governance Code is affecting charities.

Janice Matthews, Director, Menzies LLP

Malcolm Lucas, Partner, Menzies LLP

15.40 - 15.55

Q&A Session

Charities - Members£95.00
Charities - Non-members£116.00
Individual - Members£95.00