CFG Conference: Cardiff 2017

Wednesday, 22 Nov 2017, 09:15 - 16:45


CFG’s flagship event in the South West and Wales returns to Cardiff, and this year we’re on a mission to encourage charities to look to the future. With the political, social and economic climates changing so rapidly, we don’t know what the future holds, but we can ensure that we’re up to speed with the current regulatory landscape. Covering topics such as VAT, fundraising, GDPR and good governance, the conference also provides a chance to learn from pioneering sector leaders whose innovative approaches have improved performance and efficiency.  

An exhibition will run throughout the day and give delegates an opportunity to network with peers and sector experts. 

This conference is ideal for charity finance teams, trustees, CEOs and treasurers.

The event is kindly hosted by: 

Crowe Clark Whitehill

Exhibitors at this year's conference are:

Brewin Dolphin
Edentree Investment Management
HSF Healthplan
Quilter Cheviot



Registration and refreshments


 Chair’s welcome and introduction

Diane Bassett, Director of Corporate Services, South West Lakes Trust
Jan Boyce, Diocesan Accountant, Llandaff Diocesan Board of Finance


Opening Plenary - Shaping your future

WCVA’s Shape Your Future report explores the impact on the region of the political, social and economic change ahead, looking at how the charity sector can secure a more positive future. In this plenary session, Anna will present the key findings in the report and look at ways in which your organisation can confidently plan for the future.

Anna Nicholl, Director of Strategy and Sector Development, WCVA


Break for refreshments


1A - Diversifying income streams

A charity will share how they have diversified their income stream to become more financially sustainable and secure income for the future.

Stuart Wilson, Head of  Finance and Tracey Marsh, Finance Director, Techniquest

1B - Helping finance teams think innovatively

Learning to think innovatively can help a finance team find new ways of looking at data, identifying new opportunities and areas where costs can be saved. Hear how innovative thinking can enhance your finance team.

Martin Martinoff, The Finance Innovation Lab


Move between sessions



2A - VAT and Business Rates 

Learn about the latest updates in VAT and business rates and how they may affect your charity.

Steve Hodgetts, VAT Partner, RSM

2B - Rethinking HR 

RSPB has developed a new performance strategy for the organisation that focuses on line managers delivering the training to their teams to increase engagement and leadership skills. The new strategy also included a remuneration strategy based on an employee’s contribution to the organisation. Find out about how this new approach has worked for the RSPB and how some of the lessons learned may apply to your charity.

Ann Kiceluk, People Director, RSPB




Move between sessions


3A - Gift Aid Donor Benefits

Donor benefit rules are set by HMRC and determine the level above whicha donation is no longer considered a voluntary gift.  They can be any service or item given by yourcharity to the donor, there are certain limits as to what is a benefit, whichmeans that in most circumstances you are still able to offer a small ‘thankyou’ gift to your donors. This session will explain in further detail.

Steve Carroll, HMRC Charities Outreach Team 

3B - Good Governance – A Forward Thinking Board 

How can you become a forward thinking board that is able to manage risks, leadership and growth? How do you make sure your board inspires everyday work? A charity will share their experience of being on a board that is working in an innovative way.

Sarah Case, MHA
Elin Wyn, Chair of Chapter


Break for refreshments



New data protection regulations mean that charities will need more robust security measures in place to protect their stakeholder data. In this session, find out how you can become compliant.

Guy Biggin, Audit Partner, Crowe Clark Whitehill

4B - Fundraising update

This session will give delegates an update on fundraising regulation and latest developments. 

Claire Cooper, Director of Income Generation,
Tŷ Hafan


Move between sessions


 Closing Plenary - Brexit - What do we do now? 

Effects of Brexit have already begun to be seen across various areas. What can you do make your charity more resilient? What should you be focused on what might your charity look like going forward into a post-Brexit Britain. 

Andrew O'Brien, Head of Engagement and Policy, CFG


Chair’s close


End of conference

Venue Details


Mercure Cardiff Holland House Hotel and Spa, 24-26 Newport Rd, Cardiff , CF24 0DD

The hotel has wheelchair and reduced mobility access.

Nearest railways stations:

Cardiff Queen Street Station

Cardiff Central Station

View Larger Map

Bookings & Prices


  • Early Bird CFG Member Charity - £121.00 Early Bird rate ends 31 August
  • CFG Member Charity - £162.00;
  • CFG Subscriber Company - £285.00; 
  • Non CFG Member Charity - £183.00;

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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