London & South East Members' Meeting

Thursday, 14 Dec 2017, 15:00 - 18:30



Charities hold reserves for various activities and depending on their charitable objectives, organisations use their reserves in different ways. It can sometimes be hard to know when to use reserves or even how to set up a policy. Hear from experts from both the charity and corporate worlds and discover how you can use your reserves more wisely.

This is kindly sponsored by:



15:00 – 15:30

Registration, Networking and refreshments

15:30 – 15:35

Chair’s welcome

15:35 – 15:40

Welcome from venue


Risk and reserves
This session will explore the financial risk around reserves, including how the risks apply to calculating them and designated vs free reserves. 

Jonathan Orchard, Partner, Sayer Vincent


Case study on reserves

A charity will talk through their process of putting together a reserves policy and some of the challenges that went along with it. 

Keith Felton, Director of Corporate Services, Crisis






Chair's close

17:30 – 18:30

Networking Drinks

Venue Details


Moore Stephens, 150 Aldergate Street, , LONDON, EC1A 4AB

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Bookings & Prices


  • CFG Charity Member - FREE;
  • CFG Subscriber Company - FREE;

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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