Annual Conference 2014 - FULLY BOOKED

Thursday, 15 May 2014, 08:15 - 18:00

Overview

CFG Annual Conference 2014 - Charities fit for the future

*THE CONFERENCE IS NOW FULLY BOOKED*

As always 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 announce the programme for 2014.

Charities often fill the gap left by the private and public sector for the benefit of the community at large. They play a vital role in society by campaigning for causes, providing much needed advice, support and services to individuals across the UK. To continue this fantastic work long into the future, charities must adapt their strategy to change and manage their finance in a prudent manner to ensure their survival. Charities face three main challenges; increased external scrutiny, accounting changes, and constraints on resources and increasing demands from stakeholders. This year's conference picks up on these themes and many more, helping charities become fit for the future.

The conference is kindly sponsored by

Grant Thornton 

Confirmed speakers so far:

Professor Chris Cowton, University of Huddersfield (Opening plenary)
Nicky Morgan MP, Economic Secretary to the Treasury (Lunchtime plenary)
Andrew Hind, Charity Finance (Chair, Closing plenary)
Lisa Nandy MP, Shadow Charities Minister, Labour (Closing plenary)
Rt. Hon. Margaret Hodge MBE, Chairwoman, Public Accounts Committee (Closing plenary)
Martin Horwood MP, Liberal Democrats (Closing plenary)
Nick Hurd MP, Charities Minister, Conservative (Closing plenary)
Ray Jones, Charity Commission
Nigel Davies, Charity Commission
Rui Domingues, Friends of the Elderly
Paul Harper, National Autistic Society
Alan Sharpe, RSPB
Siobhan Saraghan, Active Insight
Bruce Gordon, Honorary Treasurers Forum
Lawrence Simanowitz, Bates Welles Braithwaite
Kimberly Bradshaw, Buzzacott HR Consultancy
Amanda Tilley, Grant Thornton UK LLP
Geetha Rabindrakumar, Big Society Capital
John Graham, Royal British Legion
Cerys Morgan, HM Treasury
Chris Harris, MHA Macintyre Hudson
Jonny Elliot, The Prince's Youth Business International
Alice Maynard, Scope
Jenny Harrow, Cass Business School
John Higgs, The Joseph Rank Trust
Tom Beardmore-Gray, Girls Day School Trust
John Tranter

 

The drinks reception is kindly sponsored by

UBS

The conference wifi is kindly sponsored by

Technology Trust

Exhibiting at this year's conference are:

Access Group
Advanced Business Solutions
Allen Lane
Allia
Baker Tilly
BDO LLP
Blackbaud Europe
BlackRock Investment Management
Brewin Dolphin
CCLA
Charities Aid Foundation (CAF)
Charity Financials
Co-Operative Bank
Crowe Clark Whitehill LLP
D E Ford Insurance Brokers
Deloitte
Diversity Travel
GAM
Grant Thornton
Hays Accountancy and Finance
haysmacintyre
HSF Healthplan
ICAEW
INTL FCSTONE
Kingston Smith
Lake Financial Systems
M&G Investments Ltd
MHA
m-hance
Michael Page UK Ltd
Morgan Law
Premier Pensions Management
PricewaterhouseCoopers
PS Financials Plc
Rathbone Investment Management
Robertson Bell Ltd
Saffery Champness
Sapphire Systems Plc
Sarasin & Partners
Sayer Vincent
Schroders
Smith & Williamson Investment Management
Triodos Bank
UBS Wealth Management
Waverton Investment Management
Worldpay
Zurich Insurance plc

Programmes/Presentations

Presentations in pdf format

Download the conference programme 

The interviews are below the presentations list - the audio may be left only on headphones - there are pdf transcripts available for download under each video.

OPENING PLENARY – PROMOTING PUBLIC TRUST: GOVERNING CHARITIES IN CHALLENGING TIME - There are no slides available for this presentation
Professor Chris Cowton, Dean, University of Huddersfield

1A - CHARITIES SORP 2015: WHAT YOU NEED TO KNOW
Nigel Davies, Charity Commission & Rui Domingues, Friends of the Elderly
This session will cover key changes to the SORP and suggested next steps to help you plan for its implementation.

1B – DASH BOARDS, BALANCED SCORECARDS AND KPIS
Alan Sharpe & Rob George, RSPB
This session will provide guidance on how to develop dash boards, balanced score cards and KPIs as tools for effective decision making and reporting.

1C – GROWING SUSTAINABILITY: INCREASING INCOME AND SOCIAL IMPACT: LEYF STORY SO FAR
Tim Willis, Chair of Trustees & Neil Fenton, FD, London Early Years Foundation
How a charitable social enterprise is achieving its ambitious growth plans.

1D – WORK ENDURANCE: ARE YOU THRIVING OR MERELY SURVIVING? - There are no slides available for this presentation
Siobhan Soraghan, Active Insight
The culture of being contactable 24/7, changing expectations and priorities means that increasingly the boundaries between work and personal life are becoming more blurred.  Siobhan Soraghan, professional facilitator and coach, will share her insights on this topic to help  to ensure you have staying power and resilience at work and in life.

WORKSHOP 1 – TURNING STRATEGY INTO GREAT PERFORMANCE
Jenny Harrow, Cass Business School & John Higgs, The Joseph Rank Trust
This practical workshop will cover different approaches to developing, reviewing and implementing your strategy. This workshop will cover techniques for engaging hearts and minds in charity’s strategy in order to drive performance.

2A – AUTO ENROLMENT: LESSONS LEARNT
Ian Gutteridge, Premier Pensions & Mira Mohideen, Mencap
Auto-enrolment has been implemented for some larger charities and others are embarking on the journey. This session will cover top tips and lessons learnt, including legal, compliance and practical considerations.

2B –   ACCOUNTABILITY OF FINANCE PROFESSIONALS
Bruce Gordon, Honorary Treasurers Forum, John Graham, Finance Director, Royal British Legion & Alice Maynard, Chair, Scope 
Finance Directors wear many different hats.  They are key business partners and drivers for change. Yet, at the same time, they are leaders of accountability and transparency. Join our panel to hear about their views and different perspectives on accountability of finance professionals.

2C – SOCIAL INVESTMENT
Geetha Rabindrakumar, Social Sector Leader, Big Society Capital
More opportunities to access capital could transform the potential for the sector to increase its impact. This session will look at challenges and opportunities in the social investment market and explore practical ways in which charities can access the social investment market.

2D – BUILDING STRONGER CHARITIES THROUGH IMPROVED FINANCIAL MANAGEMENT
Chris Harris, MHA Macintyre Hudson
This session will provide practical guidance on how to overcome the challenges associated with improving financial management in a charity in order to create a more robust and effective organisation.

3A – DATA PROTECTION: ADVICE
Lawrence Simanowitz, Bates Wells Braithwaite
Charities have several data protection challenges. You will want to ensure that your staff, donor, client and marketing information are processed in accordance with the requirements of data protection law. Drawing on his previous experience, Lawrence Simanowitz will share his views on how to overcome some of these challenges and void pitfalls which may damage your charity’s reputation.

3B – GOVERNANCE DISCLOSURES: BEST PRACTICE
Amanda Tilley & Jenny Brown, Director, Grant Thornton
In these tough times, strong governance is more important than ever to enable charities to respond effectively and quickly to emerging risks and deliver their objectives. Grant Thornton will provide some practical advice on how to disclose good governance in Trustees Reports.

3C – PAYMENT BY RESULTS
Paul Harper, National Autistic Society
This session will cover different payment by results models, discuss pros and cons, and possible implications for your future charity’s strategy and operation.

3D – CHOOSING YOUR ACCOUNTING SOFTWARE PROVIDER
Nick Mayhew & Alan Becker, Price Bailey LLP
Technology is wonderful when it works. But when it doesn’t, is it down to software issues or your relationship with your provider? This session will cover what you should look for in a software provider, how to evaluate different suppliers and manage the relationship of your chosen supplier in an effective manner.

WORKSHOP 2 – CHANGE MANAGEMENT
Tom Beardmore-Gray, The Girls Day School Trust & John Tranter
“Change is inevitable – except from a vending machine.” (Robert C. Gallaher) Given the inevitability of change, what principles, tips and processes are useful for managing change? This workshop will focus on approaching for evaluating an organisation’s capacity to embrace change as well as top tips for implementing change.

4A – LATEST DEVELOPMENTS IN GIFT AID - There are no slides available for this presentation
Cerys Morgan, Deputy Director of Personal Tax, HM Treasury
This session will cover recent developments and implementation issues relating to and gift aid.

4B – CHARITIES SORP 2015: WHAT YOU NEED TO KNOW
Nigel Davies, Charity Commission & Rui Domingues, Friends of the Elderly
This session will cover key changes to the SORP and suggested next steps to help you plan for its implementation.

4C – USING IT TO DRIVE YOUR STRATEGY - There are no slides available for this presentation
Jonny Elliot & Matt Morris, The Prince’s Youth Business International
This session will cover key considerations for using innovative IT solutions to progress your strategy, achieve your aims and increase your reach to beneficiaries. 

4D – PERFORMANCE AND REWARDS
Kimberly Bradshaw, Buzzacott HR Consultancy
When times are tough, how do you create a culture that keeps individuals engaged and motivated, given financial constraints?  Charities will l share some innovative ideas for looking after their best asset: their people.

CLOSING PLENARY – PANEL DEBATE: WHAT DOES THE FUTURE HOLD FOR CHARITIES IN 2015 - There are no slides available for this presentation
Lisa Nandy MP, Shadow Charities Minister, Labour
Nick Hurd MP, Charities Minister, Conservatives
Baroness Barker, Liberal Democrats
Margaret Hodge, Chairwoman, Public Accounts Committee
Andrew Hind (Chair), Charity Finance Magazine

At the time of the Annual Conference, there will be one year to go before the next general election.  Join our panel debate as they discuss key themes and hot topics which may affect government manifestos and eventually government policy.

 

Videos

Professor Chris Cowton, Dean of the University of Huddersfield, opened our Annual Conference 2014 and spoke about promoting public trust: governing charities in challenging times. In the video below Professor Cowton highlights the role trustees and the governance structure of a charity have to play in maintaining trust.

Transcript


Siobhan Soraghan, Founder and Director of Active Insight Consulting Limited, shares her insights about building resilience at work.

Transcript


Rt. Hon. Nicky Morgan MP, Financial Secretary to the Treasury, delivered the lunchtime plenary at our Annual Conference and took questions from the floor on a wide range of topics including gift aid and digital giving, VAT and charity fraud. After the debate we asked Nicky Morgan MP how she saw the role of charities in 2015 and beyond and what steps she would like to see Government take to support the sector – see her responses in the video clip below.

Transcript


In the video below Lawrence Simanowitz, Partner at Bates Wells Braithwaite, provides some key tips and advice about data protection for charities.

Transcript


Tom Beardmore-Grey, Finance Director at The Girls Day School Trust, presented a workshop on Change Management with John Tranter considering approaches for evaluating an organisation’s capacity to embrace change – Tom provides an overview of the session in the clip below.

Transcript


The CFG Annual Conference 2014 closed with a panel debate looking at what the future holds for charities in 2015. On the panel were Lisa Nandy MP, Shadow Charities Minister, Nick Hurd MP, Minister for Civil Society, Baroness Barker, Rt. Hon. Margaret Hodge MBE, Chairwoman of the Public Accounts Committee, and Sir Stuart Etherington, CEO NCVO. The session was chaired by Andrew Hind, Editor of Charity Finance Magazine.

After the session we spoke to Nick Hurd MP, Minister for Civil Society, and Baroness Barker about how they saw the role of charities in the future and what steps they would like to see Government take to support the sector – see their responses in the video clips below.

Transcript Nick Hurd MP

Transcript Baroness Barker

Venue Details

Location

The Queen Elizabeth II Conference Centre, Broad Sanctuary, LONDON, SW1P 3EE

View Larger Map

Bookings & Prices

Prices

*THE ANNUAL CONFERENCE IS NOW FULLY BOOKED*

Charity Rates

  • Small Charity less than £1m income - £174.00;
  • CFG Charity Member - £217.00;
  • CFG Charity Member Colleague - £231.00;
  • Non CFG Charity Member - £270.00;

Corporate rates

  • CFG Corporate Subscriber - £390.00;
  • Non CFG Corporate - £562.00;

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.

Download calendar entry

  • Email
  • Twitter
  • Facebook
  • Linkedin

© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.