*Please note that as the majority of CFG will be at the Annual Conference there will be a skeleton staff in the office so there may be a delayed response*
The CFG Annual Conference is the must-attend event of the year for all finance professionals in the charity sector, and we are delighted to open bookings for the 2013 conference.
The conference is kindly sponsored by:
The drinks reception is kindly sponsored by:
There are five streams this year:
Funding and financing your organisation
It's all about the people
Managing your assets and reducing costs
Collaborate, cooperate and combine
This years conference programme will include topics and sessions such as pensions, the challenges of SORP, revolutionising your reserves and performance reporting taster session. There will also be interactive workshops where delegates will be able to take part in discussions and learn practical skills that can be used in your everyday working life.
There will be an exhibition alongside the conference programme. Exhibitors working in a range of service areas will be available for delegates to meet, ask questions, and share information.
The informal setting is an excellent opportunity to find products and service suppliers who can assist in tackling your charity’s problems and who can help to make the management of your charity more efficient. The conference timetable allows delegates plenty of opportunity to browse the exhibition stands during breaks.
The following companies are exhibiting at the 2013 CFG Annual Conference:
Accounting & Tax Advisors
INTL Global Currencies
The Co-operative Bank
CAF - Charities Aid Foundation
UBS Wealth Management
Sarasin & Partners
J O Hambro
HR & Recruitment
Hays Senior Finance
IT & Telecoms
Advanced Computer Software
Properties and Facilities
Download the conference programme here
The presentations are below the videos
Hear from the experts at our annual conference - each one has a transcript pdf that can be downloaded
Opening plenary:- Matthew Taylor, The Royal Society of Arts
1A: Accountability:- Joe Saxton, nfpSynergy
1B: Fundraising & finance:- Catherine Miles & Alan How, Anthony Nolan
3A: The Challenges of SORP:- Rui Domingues, Friends of the Elderly
3E: Contracting skills:- Fiona Sheil, NCVO
3E: Contracting skills:- Roger Metcalf, Capita
4A: Annual report assessment:- Lynne Robb, Cancer Research UK,
4A: Annual report assessment:- Shaun O’Dell, Mexborough & Swindon Astronomical Society
4A: Annual report assessment:- Graham Ward, Independent Commission for Aid Impact (Chair)
Closing plenary: The importance of financial leadership:- Peter Holbrook, Social Enterprise UK
Closing plenary: The importance of financial leadership:- Sam Younger, Charity Commission
Session 1A: Accountability
Kate Lee, Myton House Hospice & Joe Saxton, nfpSynergy
Kate Lee will discuss ‘why bother making your organisation more transparent?’ She will identify some key areas of competitive advantage that could be realised from being more proactively open. Joe Saxton will set out a 5 step approach to accountability and how organisations should make sure that they are delivering to their stakeholders.
Session 1B: Fundraising & finance
Catherine Miles & Alan How, Anthony Nolan
Charity fundraising and financing teams have many interests in common, and should be natural partners. This session will explore how the two functions can work effectively together for the benefit of both. They will encourage the audience to share issues they may be encountering and debate some possible solutions.
Session 1C: Finance team as a driver for change
Pesh Framjee, Crowe Clark Whitehill LLP
Financial management is an integral part of any organisation and with tightening budgets and a difficult economy this has never been more important. This case-study based session will look at how charities improve their financial management by reviewing and benchmarking their finances and reforming their financial processes, changing attitudes towards risk and adopting different strategies.
Session 1D: Auto-enrolment
Martin Thompson, Premier & Kevin Barnes, Barnado’s
This session will provide lessons and tips to help charities plan their auto-enrolment journey. Drawing on their experience, Kevin and Martin will outline the steps that charities need to take to prepare for auto-enrolment, focussing the options in terms of contributions and schemes, communications with employees and system requirements.
Session 1E: Managing the board
Ian Theodoreson, Church Commissioners & Caron Bradshaw, CFG
This session will focus on forming the right board, building strong and effective relationships and getting the right people involved. Using their previous experiences the presenters will also look at success factors and what type of information they provide to the board to give them confidence in the financial management of the charity.
Session 2A: Performance reporting
Kate Sayer, Sayer Vincent
With a focus on organisational performance, this workshop will help to get your thinking started about how you can work with colleagues on performance reporting.
Session 2B: Revolutionising your reserves
Kevin Geeson, Dyslexia Action & Ian Hanham, EveryChild
Do you approach your reserves with reserve? Or do you take a rather more dynamic approach? Here an expert panel of charities will talk through their experiences of revolutionising their reserves to achieve more for their charity’s beneficiaries.
Middle Plenary - Adrian Randall Prize - Hilary Seaward
Hilary Seaward presents her prize-winning idea.
Session 3A: The Challenges of SORP
Ray Jones, Charity Commission & Rui Domingues, Friends of the Elderly
The session will look at the new framework and the timetable for implementation of Charity SORP. The speakers will identify some of the issues where sector feedback on the forthcoming SORP consultation will be vital.
Session 3B: Trading Up
Mark Hallam, Marine Society & Sea Cadets, Alan Sharpe, RSPB & Pesh Framjee, Crowe Clark Whitehill (Chair)
Delegates can expect to hear about tax, legal and ethical considerations, along with personal experiences about the move to trading.
Session 3C: Building a winning team
Mindy Kilby, Royal Opera House
How can you ensure your best people work to their full potential, why do people leave organisations and what is a ROAD warrior? Come and gain essential insights into what it takes to build a high performing team.
Session 3E: Contracting skills
Fiona Sheil, NCVO & Roger Metcalf, Capita
This session provides a taster to the Cabinet Office’s ‘commercial masterclasses’ aimed at helping charities to capitalise on opportunities to deliver public services. The session will focus on identifying, managing and challenging risks in subcontracting relationships.
Session 4B: Financing growth
Kevin Williams & Craig Edmonson, KIDS
This session will take a case study based approach to growth, hearing from a charity that explored different options and how they financed growth through loans, investment in fundraising, expanding trading activities and public services.
Session 4C: Putting your point across
Nicki Deeson & Hannah Clack, Alzheimer’s Society
Communications are a key part of everyday life and getting the basics right can be the difference between being heard or not. This specially tailored, interactive workshop is based on work Alzheimer’s Society done with their own in-house finance team.
Session 4D: Outsourcing
Vivien Holland, Grant Thornton UK LLP
This session will explore some of the lessons learned from outsourcing projects and give you some practical advice on how to make such relationships succeed. Whether you are thinking about outsourcing or are already in an outsourced relationship.
Session 4E: Challenges of delivery public services
John Tizard, Strategic advisor & commentator
Charities and social sector organisations have great opportunities to collaborate with each other and with the public and business sectors but only if they can remain true to mission and values; are focused on their beneficiaries; and the collaborative arrangement is sustainable, and commercially and financially robust; and there is real fit with the partner(s).
Final speakers confirmed:
Matthew Taylor, Chief Executive, The Royal Society of Arts
Steve Webb MP, Minister of Sate for Pensions - speaking at 1.30pm
Debra Allcock-Tyler, Chief Executive, Directory of Social Change
Sam Younger, Chief Executive, Charity Commisson
Su Sayer, Co-Founder & Chief Executive, United Response
Peter Holbrook, CEO, Social Enterprise UK
Ian Theodoreson, Chief Finance Officer, The Church of England & CFG Chair
Kate Lee, Chief Executive, Myton House Hospice & Joe Saxton, Founder and Driver of Ideas, nfpSynergy
Catherine Miles, Fundraising Director & Alan How, Finance Director, Anthony Nolan
Pesh Framjee, Partner and Head of Non Profits, Crowe Clark Whitehill
John Reeve, Head of Consultancy, Martin Thompson, Director, Premier & Kevin Barnes, Director of Finance, Barnodo's
Kate Sayer, Partner, Sayer Vincent
Kevin Geeson, CEO, Dyslexia Action & Ian Hanham, Director of Corporate Resources, EveryChild
Cheryl Gowdie, Managing Director, Buzzacott Human Resources
Mark McGarry, Direct Tax and Charities Partner & Alison Hone, Senior Manager, Charity VAT, Saffery Champness
Katy Mecklenburgh, Finance Director, Serco Home Affairs & Fran Pollard, Business Development Director, Catch22
Ray Jones, Head of Accountancy Policy, Charity Commission & Rui Domingues, Head of Finance and ICT, Friends of the Elderly
Mark Hallam, Sea Cadetts & Alan Sharpe, RSPB
Mindy Kilby, Royal Opera House
David Renton, Finance and Development Director & Gail Macdonald, Estates Manager, Guys and St. Thomas' Charity
Fiona Sheil, Public Service Delivery Network Officer, NCVO & Andrew Brockie, Strategy and Development Director, Capita
Graham Ward CBE, Chief Commissioner, Independent Commission for Aid Impact, Lynne Robb, Chief Finance Officer, Cancer Research UK & Shaun O'Dell, Mexborough & Swindon Astronomical Society
Kevin Williams, Chief Executive & Craig Edmonson, Finance Director, KIDS
Nicki Deeson, Head of Finance & Hannah Clack, Media Manager, Alzheimer's Society
Oliver Colling, Associate Director, Grant Thornton UK LLP
John Tizard, Strategic Advisor and Commentator on Public Policy and Public Services
Bookings & Prices
- EARLY BIRD: CFG Member Colleague - £200.00;
- CFG Corporate Subscriber - £379.00;
- Other Corporate - £562.00;
- Non CFG Member - Charity - £262.00;
- CFG Member - £211.00;
- CFG Member Colleague - £224.00;
- EARLY BIRD: CFG Member - £190.00;
- Small Charity less than £1m income - £169.00;
- EARLY BIRD: Small Charity less than £1m income - £151.00;
Terms and Conditions:
Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.
CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.
It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.
CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.
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