South West and Wales members' meeting

Thursday, 19 Apr 2018, 13:00 - 16:30


Finance strategy

Join us at this meeting to look at how you can implement a winning financial plan, how to make sure your organisational plans are well aligned with your strategy goals, and to hear an update about taxes. 

Kindly hosted by 


13:00 – 13:40

Lunch and registration


13:40 – 13:45


Chair welcome and introduction



13:45 – 14:30

Financial strategy

Learn how to implement a winning medium-term financial strategy with clear goals and what actions you need to take over a three to five year period to achieve them. Find out how you can build in flexibility in your financial strategies to adapt to fluctuations in income and expenditure.

14:30 – 15:15

                           Aligning your planning and strategy

Ensuring that your organisational plans are aligned with your strategic goals is essential to the success of your charity. This session will offer practical guidance on to how you can ensure that they are complementary and how you can embed your goals in delivery of your charitable purpose.  

Jon Marchant, Director, Mazars

15:15 – 16:00

Break for refreshments

16:00 – 16:25

Charity Finance Group's tax consultation

Tax relief is one of the biggest advantages of registering as a charity, yet for many charities it has become a headache rather than a support. CFG has done a great deal of work on tax, and we’d like to know what the biggest challenges facing charities are and how they would like the rules to change. There will be a short presentation on recent tax changes and then a chance for discussion.

Andrew O’Brien, Director of Policy and Engagement, Charity Finance Group

16:25 - 16:30

Chair close and meeting ends.

Venue Details


Mazars James Tudor House 90 Victoria Street, BRISTOL, BS1 6DP

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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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© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
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