Community Accounting Conference 2016

Thursday, 4 Feb 2016, 15:00 - Friday, 5 Feb 2016, 17:00


The CFG Community Accounting Conference is designed for anyone involved in providing services and support in finance, accounting and payroll to the voluntary and community sector. The conference will offer practical advice and technical updates on issues such as tax, auto enrolment, payroll and IT and HR, as well as giving you time to network with your peers.

Join us on the Thursday evening for essential networking opportunities at our drinks reception and dinner. The event programme for Friday is made up of a range of key sessions, workshops and plenary presentations offering practical advice and technical updates on issues such as tax, auto enrolment, payroll and IT and HR.

Who should attend?

The conference is the must attend event for community accountants and providers of financial management, accounting support and payroll services to small charities.

This conference is sponsored by

 Charity Bank


Thursday 4th  February




Pre-dinner drinks and networking


Networking Dinner


After dinner entertainment

Friday of conference

  Download available presentations by clicking on the session title below pdf icon

Friday 5th  February


Registration and refreshments


Chair welcome and introduction
John O’Brien, Chief Executive, Community Accounting Plus


Opening plenary – Achieving sustainable excellence
Debra Allcock-Tyler, Chief Executive, Director of Social Change


Move between sessions





1A – Regulation and policy update (pdf)
This session will give an update on the regulatory updates that affect the sector as well as looking at the upcoming key policy issues for charities and the work CFG is undertaking over the coming months.
Andrew O’Brien, Head of Policy and Public Affairs, Charity Finance Group

1B – HR update (pdf)
This session will explore the most recent HR developments on areas such as flexible working, employment status, benefits and salary sacrifice that are relevant to those responsible for payroll.
Anna Youngs, Principal Associate, Mills & Reeve LLP


Break for refreshments


2A – Troubleshooting session (pdf)
There will be a short presentation on the CFG Small Charities Programme and how you can get involved followed by an interaction troubleshooting session which will offer attendees an opportunity to tell CFG what you need and how best we can support the sector, share best practice with peers and have questions answered.
Tania Cohen, Director of Services and Enterprise, CFG & the Community Accounting Special Interest Group Committee

2B – Models for agents (pdf)
External payroll providers are being used more and more by organisations in the charity sector, in particular to help with projects such as auto enrolment, creating an opportunity for payroll agents. With this in mind, this session will explore what make an effective and sustainable agent and how to work with and advise clients. It will also explain the compliancy issues that need to be considered.
Ian Whyteside, Tax Partner, The Lime Partnership and CIPP Board Member


Move between sessions


3A– Excel workshop – How to make the most of Excel as a reporting tool (pdf)
Excel is an integral tool for anyone working with accounts. This practical workshop will show attendees how to harness the power and flexibility of Excel, to use and analyse data effectively and display data in a way that is clear and easy to digest.
Simon Bostrom,  Finance Manager, WYCAS

3B – Software Demonstration by Sage
Mike Rohan, Business Development Manager, Sage 




Lunchtime plenary – The future of small charities and charity accounting
Gareth will explore the world of small charities and charity accounting in the context of the wider sector and look into the challenges that face the sector over the next few years.
Professor Gareth Morgan, Partner in York-based charity consultants, The Kubernesis Partnership LLP and Emeritus Professor of charity Studies at Sheffield Hallam University


Move between sessions


Session 4A: Tax update (pdf)
This session will explore the latest tax updates and offer practical advice for tackling corporation tax, VAT and partial exemptions.
Helen Elliott, Partner, Sayer Vincent

Session 4B: What payroll professionals need to know about pension legislation (pdf)
Pension auto enrolment applies to all UK employers. Stuart will explain what this means for employers and will provide useful tips for employers who are about to go through the pension auto enrolment process. Stuart will also briefly touch upon engaging wtih employees about pensions and provide details of the benefits of implementing a salary sacrifice arrangement for pension contributions.
Stuart Price, Partner, Quantum Advisory


Break for refreshments


Session 5A: Independent examinations update on good practice (pdf)
The role of the independent examiner is extremely important to small charities. This session will review what independent examiners need to know when looking at charity accounts, what requirements must be met, what needs to be included in the report and what information is needed to undertake a full audit.
Christopher Stephen-Haynes, Chairman of the Membership Committee, ACIE

Session 5B: Payroll networking meeting
This interactive session will be a chance for attendees that have responsibility for payroll to share their questions and experiences. The session will also include a presentation on the latest legislation and HMRC regulation surrounding payroll.
Alison McCrave, Payroll Manager, Voluntary Action Sheffield & Chaired by Alison Paling, Community Accounting Plus


Close and end of conference

There will also be demonstrations from Voluntary Action Lewisham taking place throughout the day demonstrating their software system Beancounter.


Venue Details


Crowne Plaza Birmingham City, Central Square,, BIRMINGHAM, B1 1HH

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Bookings & Prices


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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