Annual Conference 2021

Investment Risk Charity finance policy Financial sustainability Governance, regulation and compliance Accounting and reporting Pensions and HR IT and data Tax and VAT Leadership Coronavirus

Wednesday 13 October 2021

 

 

Annual Conference delegates, if you haven't already accessed our event app through your joining instructions you can access the event by clicking below.

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We’ve faced a time of significant challenge and change, as finance leaders and as a sector. This has influenced not only how we work, but how we see ourselves as individuals and organisations, and how we decide on the direction of the path ahead.

The CFG Annual Conference 2021 will empower you as finance teams and charity leaders to feel supported and confident in making the best decisions for your organisation and its culture for long-term strength.

We want to equip you to be the best you can be in an environment that continues to test us, so you can focus on your role supporting the people and causes you serve. 

The CFG Annual Conference 2021 theme will be: Leading the way – Effective, Inclusive, Resilient 

Our event brings together a passionate, talented and unique community of people with shared experiences, providing a vital, inclusive and welcoming space to learn and connect. The Conference will bring you the latest technical insights to improve your skills and knowledge – an essential reason why our delegates return each year, and strategic and practical sessions to energise your thinking. 

Who should come along? 

CFG’s Annual Conference is ideal for those working in a role that relates to charity finance, from finance directors, CEOs and finance managers to treasurers and trustees, as well as consultants such as senior accountants and charity consultants. The programme offers sessions for all levels of knowledge, skills and experience.

Special offers - team tickets and small charities discount!

To reflect the fact that charity finance teams who learn together, also thrive together, we are launching three new Team Tickets to attend Annual Conference, where you will find the leading speakers on charity finance, bringing you expert knowledge to support you with challenges in your role or organization.

 

To take advantage of these savings, book now by emailing events@cfg.org.uk and we’ll get your Annual Conference 2021 Team Ticket sorted for you today! 


Small charities can book for a special discount at £99 - email events@cfg.org.uk to book if you're a small charity!

About the day 

The CFG Annual Conference 2021 is the biggest CFG event of the year for charity finance professionals, with over 400 attendees at our online 2020 event. To optimise accessibility and ensure our attendees are able to make the most out of the sessions, the event will run online over four days on the Whova event app. You will be joined by sector-leading speakers, and a variety of expert corporate exhibitors, bringing specialist knowledge to support you with challenges in your role or organisation.

Interesting in exhibiting at this event? Contact corporate@cfg.org.uk for more information.

About CFG events and membership 

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with up to 40 hours of CPD. For more details contact your association or email events@cfg.org.uk.

 

 
Speakers

Rachel McGoff, The Guinness Partnership [formerly Head of Finance at FareShare], Head of Financial Accounting and Control

Pascale Nicholls, Director of Finance and Governance, Orchestra of the Age of Enlightenment

Naziar Hashemi, National Head of Social Purpose and Non Profits, Crowe

 

 

Pesh Framjee, Global Head of Social Purpose and Non Profits, Crowe

Chris Cranie, IT Strategy & Governance Director, Smartdesc

 

 

James Field, Customer Strategy Director, Smartdesc

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

Carolyn Liddiard, Finance Director, Invictus Games Foundation

Curtis Noble, Head of CSR, Charitytransfers

Sarah Love, Deputy CFO – Finance Operations, Oxfam GB

Jane Cunliffe, Chief Financial Officer, Oxfam GB

Mark Shadrack, Finance Director, Hope and Homes for Children

Kirsty Matthews, CEO, HF Trust

Carol Rudge, Partner, Head of Not for Profit, HW Fisher

Richard Maitland, Partner, Sarasin

Katherine Hussein, Investment Manager, Sarasin

Sophie Ward, Head of Charities & Education, HSBC Private Banking

Andrea Griffin, Sustainable Finance Manager, HSBC

Chris Fyfe, Executive Director, Finance, The Stroke Association

Nazreen Visram, Head of Charities, Barclays

Pete Knight, Finance Director, Mercy Ships UK

Dan Haigh, Director of Finance & Information, St Richard’s Hospice

Judith Miller, Partner, Sayer Vincent

Jack Castle,, VAT Senior, MHA MacIntyre Hudson

Helen Stephenson, Chief Executive of the Charity Commission, Charity Commission

Helen Stephenson is Chief Executive of the Charity Commission for England and Wales.  She joined the Commission from the Department for Education where she was Director of Early Years and Child Care, responsible for the provision of free early education for disadvantaged 2-year olds, and all 3 and 4 year olds. 

 

Helen previously worked in the Cabinet Office where she was Director of the Office for Civil Society and Government Innovation Group.  She led the team setting up Big Society Capital and was responsible for running several of the OCS investment programmes, including the National Citizen’s Service. 

 

Helen joined the Civil Service from the Big Lottery Fund where she was Head of Strategic Policy and Partnerships. She has worked for a large national charity as a development manager and as a researcher and consultant in the statutory and voluntary sector.  Helen has a PhD from Bristol University. 

 

Helen was on the Board of the Big Society Trust and the Advisory Group for NCVO, and was Chair of NCT until her appointment at the Charity Commission. She was awarded the CBE for services to civil society in 2014.

Elizabeth Balgobin, Consultant & Interim CEO and Trustee of National Emergencies Trust

Craig Goldblatt, Impact Coach

Craig Goldblatt is an International Keynote Speaker, Impact Coach, Trainer and Philanthropist. Over the last 2 decades, Craig has changed more than 100,000 lives with 700+ keynote speeches worldwide.

Nick Sladden, Head of Charities, RSM

Liz Wright, Partner, RSM

Oonagh Smyth, CEO, Skills for Care

Richard Austin, Partner, BDO

 

 

Kelly Evans, Finance Director, National Autistic Society

Nicki Deeson, Leadership Coach and Business Mentor

Jessica Meddick, Senior Membership and Insight Officer, Charity Finance Group

Richard Penney, Director of Finance, Haven House Children's Hospice

Sue Rathmell, VAT Partner, MHA

 

 

Jonathan Orchard, Partner, Sayer Vincent

Vanessa Clark, Risk, Assurance and Compliance Lead, Action for Children

Sir Steve Webb, Partner, Lane Clark & Peacock

 

 

Edward Symes, Partner, Lane Clark & Peacock

Stuart Fox, Director of Finance, RNIB

Matt Stringer, Director, Corporate & International Tax, Grant Thornton

 

 

Katy Bond, Partner, Global Mobility Services, Grant Thornton

Milan Vranic, Director, HW Fisher

 

 

Martin Smith, Consultant, HW Fisher

Jeroen Figee, Head of Industry Models & Solutions, Unit4

Keith Collins, Principal Consultant, Adapta Consulting

 

 

Rachel Rand, Director of Finance & Corporate Services, National Children’s Bureau

Programme

Monday 11 October – Leadership & Resilience

09.15 - 09.30

Introduction and welcome 

09.35 - 10.10

Opening plenary 

Helen Stephenson - Chief Executive of the Charity Commission for England and Wales.

10.10 - 10.25

Coffee break 

10:25 - 10:45

HSBC Clinic Session: Looking to borrow? Factors to consider.

As charities look to diversify their sources of liquidity, many are considering borrowing. We will talk through some of the key things to consider when approaching your bank and welcome any questions you may have.

Leo Jones – Head of Charities, HSBC Commercial Banking
Sophie Ward - Head of Charities & Education, HSBC Private Banking

10.50 - 11.25

Stream A - FareShare's incredible year: Transforming a finance function during the pandemic

Head of Finance Rachel McGoff will discuss her experiences of leading and scaling a finance function through a year of incredible growth (FareShare's income more than quadrupled in 20/21 from the previous year) as someone new to the charity sector and in their first leadership role.

FareShare's story of growth in income, activity and public profile is unique. You will hear how Rachel has built a finance business partnering function from scratch, implemented a new finance system, delivered two government grants on a scale never previously known by FareShare, transitioned an office-based team to fully remote working, participated in a strategic review and more.

Rachel McGoff, Head of Financial Accounting and Control, The Guinness Partnership [formerly Head of Finance at FareShare]

10.50 - 11.25

Stream B - Weathering the storm: Challenges in leadership and governance through the pandemic

This panel session will focus on the some of the leadership and governance challenges facing charities since the start of the pandemic.

RSM’s Head of Charities Nick Sladden, Risk and Governance expert Liz Wright and two charity Chief Executives, Kirsty Matthews, HF Trust and Oonagh Smyth, Skills for Care, will share their leadership and governance challenges and insights from their experience.

You will also have access to RSM’s risk register analysis which benchmarks how charities are managing risks effectively, efficiently and proportionally.

Nick Sladden, Head of Charities, RSM

Liz Wright, Partner, RSM

Oonagh Smyth, CEO, Skills for Care

Kirsty Matthews, CEO, HF Trust

11.25 - 13.00

Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise.

13.00 - 14.00

Lunchbreak

14.00 - 14.35

Stream A - Building resilience and delivering successful change  

Covid-19 has presented unprecedented challenges, but it has also provided an opportunity for trustees and leadership teams to critically rethink strategy and operations, embed resilience and plan for change. Expedited virtual working, use of technology and the furloughing of large parts of the employee base has allowed for charities to scrutinise their Target Operating Models and seek to increase agility, embed resilience and deliver change.

This session will share practical experiences on embedding resilience and delivering long lasting change, with practical tips for success.

Richard Austin, Partner, BDO

Kelly Evans, Finance Director, National Autistic Society

 

14.00 - 14.35

Stream B - Workshop: Claiming business support grants - learnings and recommendations from Oxfam GB

In early 2021 Oxfam faced a unique opportunity to claim government support for the Covid-related closures of their shop network through the business grants support scheme.

This session will share how Oxfam made the most of the opportunity and worked collaboratively with the Charity Tax Group, re-organised the charity internally to find the man-power to file over 400 individual claims, and made judgement calls on the ambiguous, changing rules.

The workshop will reflect on some of the key learnings from this experience and how these can be used to help face future challenges.

Sarah Love, Deputy CFO – Finance Operations and Jane Cunliffe, Chief Financial Officer, Oxfam GB

    

 

14.35 - 14.45

Coffee break 

14.45 - 15.05

Sarasin & Partners Clinic Session: Governance

This clinic sessions will allow for a further examination of focus areas where speakers will be able to answer specific questions on responsible investment and provide more detailed advice on understanding governance factors for charity investors; how to asses the risks, reflect it in portfolios and take action to promote better governance practices.

Alexander True, Business Partner, Charity Team, Sarasin & Partners

14:45 – 15:05

NetSuite Clinic Session: Creating a Business System That is the Heart of the Charity [Part 1 – Volunteer Recruitment] 

Attend the first of this two-part clinic to learn from NetSuite experts, Oliver Cowell and Tom Hovell as they discuss how you can ensure your volunteers are recruited and retained, so you can focus on growing your mission.

The clinic will discuss:

* The importance of internal communications.

* How you can empower your staff to get the information they need directly from the system.

* How a system can give you a single source of truth, from your tasks to events.

* The benefits of being able to report on your key metrics in real-time.

 

Oliver Cowell, Account Executive & Tom Hovell, Senior Solutions Consultant, Oracle NetSuite 

15.10 - 15.45

Stream A - Making effective decisions on a rollercoaster ride

Join this session to obtain better understanding of how to effectively manage a charity's finances during a period of huge financial volatility. The session will explore the importance of good and timely communication with key stakeholders and donors as well as the Board, Finance Committee and staff. Director of Finance Richard Penney will discuss his experience of challenges faced and how these were addressed, lessons learned and the importance of making quick clear decisions.

Richard Penney, Director of Finance, Haven House Children's Hospice

15.10 - 15.45

Stream B - Workshop (continued)

Claiming business support grants - learnings and recommendations from Oxfam GB

Sarah Love, Deputy CFO – Finance Operations & Jane Cunliffe, Chief Financial Officer, Oxfam GB

 

 

END OF DAY 1

Tuesday 12 October – Technical Skills

09.00 - 09.30

Craig Goldblatt - Living with Purpose 

Sessions 1 : Living with Purpose: This is a powerful 30 minute sessions as to how to create a purposeful practice each and every day. 

09.35 - 10.10

Stream A - How to build a risk-based reserves policy

Why should you consider a risks-based reserves policy and how can you bring it to life?

This session will examine how The Stroke Association has built a risk-based reserves policy, how you can apply their experience in your own organisation and what advantages it brings.

Chris Fyfe, Executive Director, Finance, The Stroke Association 

09.35 - 10.10

Stream B - Workshop: Practical help to get on top of VAT 

This session will include the new rules on charity advertising, the impact of Brexit and how to deal with partial exemption.

Join this technical workshop to get one step ahead of the major changes to VAT for charities in the last year. We will help you understand the new rules on charity advertising and how they could impact your charity and cost you money. We will explain the impact of Brexit for charities and also the requirements now and from 1 April 2022 of Making Tax Digital for VAT. We will have practical exercises to help you understand what from a VAT point of view, is a grant (no VAT) and what is a supply of services (VATable). We will also give you hands on experience of preparing a VAT return with business/non-business and partial exemption calculations. With plenty of opportunities to ask questions and learn from our experts, we hope you will join us.

Sue Rathmell, VAT partner and Jack Castle, VAT Senior MHA MacIntyre Hudson

 

10.10 - 10.25

Coffee break 

10.25 - 10.45

Sarasin & Partners Clinic Session: Environmental

This clinic sessions will allow for a further examination of focus areas where speakers will be able to answer specific questions on responsible investment and provide more detailed advice on how to analyse companies for their environmental impact. Ruadhri Duncan will discuss how to approach Environmental analysis and the potential pitfalls to look for.

James Hutton, Partner, Sarasin & Partners

10.25 – 10.45

NetSuite Clinic Session: Creating a Business System That is the Heart of the Charity [Part 2 – Donor Recruitment] 

Attend the second of this two-part clinic to learn from NetSuite experts, Oliver Cowell and Tom Hovell as they discuss how you can ensure donors are recruited and managed, so you can focus on growing your mission.

 

The clinic will discuss:

* The importance of internal communications.

* How you can empower your staff to get the information they need directly from the system.

* How a system can give you a single source of truth, from your tasks to events.

* The benefits of being able to report on your key metrics in real-time.

 

Oliver Cowell, Account Executive & Tom Hovell, Senior Solutions Consultant, Oracle NetSuite

10.50 - 11.25

Stream A - Internal audit: An underestimated but vital tool for building resilience

Is the charity sector getting as much benefit as it should from internal audits? Internal audit has a key role to play in building resilience and giving trustees and audit committees confidence in how risks are being managed. Yet it is often a misunderstood role and as a result much of its potential benefit is not realised.

Charities with no existing internal audit function will be better placed to assess whether and how they could benefit from internal audit; and for those with existing internal audit, what would it take to deliver better assurance?

Jonathan Orchard, Partner, Sayer Vincent

Vanessa Clark, Risk, Assurance and Compliance Lead, Action for Children

 

10.50 - 11.25

Stream B - Workshop (continued)

How to respond to the challenges created by new VAT rules on charity advertising 

11.25 - 13.00

Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise.

13.00 - 14.00

Lunch break

14.00 - 14.35

Stream A - Pensions: How charities can influence policy and set a robust strategy

Unless charities individually and collectively take action now, new rules are likely to result in defined benefit pensions becoming an even more material cash drain on organisations.

In part one of this session, former Pensions Minister Sir Steve Webb will explain what the new rules could mean for charities and how the sector can make its voice heard in the corridors of power.

In part two, the RNIB’s Director of Finance Stuart Fox will speak alongside LCP’s Edward Symes to explain the practical steps needed to set a resilient pensions strategy in a changing landscape.

Sir Steve Webb, Partner, Lane Clark & Peacock 

Edward Symes, Partner, Lane Clark & Peacock 

Stuart Fox, Director of Finance, RNIB

14.00 - 14.35

Stream B - The tax implications of a post-Covid global workforce 

How have international charities handled location changes during the pandemic? When it comes to home working, becoming an inclusive and flexible employer could become a key differentiator as we return to the office.

Speakers will provide an overview of the tax issues which need to be considered when you have a workforce located across the globe.

Matt Stringer, Director, Corporate & International Tax, Grant Thornton 

Katy Bond, Partner, Global Mobility Services, Grant Thornton

14.35 - 14.45

Coffee break 

14.45 - 15.05

HSBC Clinic Session: Incorporating sustainable investment considerations into investment policies

Stakeholders are increasingly focused on how charities are using their finances to not only support their charitable objectives, but to be a force for good. Sustainable investment is of growing relevance from both a fiduciary and charitable perspective. We will explore some key questions, which will assist you with incorporating sustainable considerations into your investment policy.

Sophie Ward - Head of Charities & Education, HSBC Private Banking
Russell Hooper – Investment Counsellor, HSBC Private Banking

14.45 - 15.05

SmartSimple Clinic Session: Measuring & Sharing Your Charity’s Social Impact

Is your charity communicating its impact in the way your stakeholders and community now expect? In this session, you’ll see how SmartSimple Cloud and its advanced reporting capabilities can enable your charity to track, measure, and share your aggregated impact in an open, accessible, and visual manner. You'll also learn how you can streamline your financial and grantmaking operations to support strategic decision making, improved data integrity, and good governance.

Eric Lauer – SVP, Platform Solutions & Co-Founder, SmartSimple Software

15.10 - 15.45

Stream A - The Finance Journey: Finance as a platform for true organisational leadership

The current pandemic presents charities with an unprecedented challenge and the need for strategic, forward looking finance leaders has never been greater. This session will cover the update to CFG's Finance Journey tool, giving suggestions for how finance leaders can not only grow their range of skills but also gain the critical licence to operate.

Judith Miller, Partner, Sayer Vincent 

Pete Knight, Finance Director, Mercy Ships UK

Dan Haigh, Director of Finance & Information, St Richard’s Hospice

 

15.10 - 15.45

Stream B - Are you managing your contracts and licensing agreements in an effective way?

Organisations are increasingly relying on third parties to fulfil their organisational needs and services, and contracts and licensing agreements are critical to defining relationship terms, responsibilities, deliverables and compensation. Contract compliance reviews, and licensing reviews allow your organisation to bring a fresh set of eyes and an independent perspective to your third-party management process.

This session will discuss hints and tips learned showing a track record of performing high profile audits of licensees and contract reviews, across the world, generating substantial additional income and savings never more needed for charities at this challenging time. The session will also include a real life example, carried out at AstraZeneca, as we will be joined by Martin Smith, former member of their Board.

Carol Rudge, Partner, Head of Not for Profit, HW Fisher 

Milan Vranic, Director, HW Fisher

Martin Smith, Consultant, HW Fisher 

END OF DAY 2 

Wednesday 13 October – Effective Solutions 

09.35 - 10.10

Stream A - What does a responsible portfolio look like in 2021?

Sarasin & Partners consider the long-term themes set to shape investment markets over the next decade and how we might identify and influence sustainable companies set to benefit from these changes.  Has COVID-19 changed our approach to investing and how can shareholders make a difference? We aim to unravel the jargon, highlight new strategies, avoid the pitfalls and outline the main areas of focus for charities with regards to Environmental, Social and Governance factors.

Richard Maitland, Partner and Katherine Hussein, Investment Manager, Sarasin 

09.35 - 10.10

Stream B - Financial Resilience: How to supercharge your decision making and planning

In an era where everything is on-demand, non-profits are running hundreds of apps from CRM and fundraising to ERP and logistics management to deliver crucial services and conduct important research. Added to external data sources for climate change, population movement, government legislation and more, how do you connect and utilise this valuable information to make informed decisions? 

Jeroen Figee, Head of Industry Models & Solutions, Unit4

 

10.10 - 10.25

Coffee break 

10.25 - 10.45

HSBC Clinic Session: Looking to move out of cash and into investments?

With interest rates forecast to remain at low levels, Charities may consider investing their surplus funds. Join us to talk through key considerations on how to approach this.

Sophie Ward - Head of Charities & Education, HSBC Private Banking
Robert Steward – Investment Counsellor, HSBC Private Banking

10.50 - 11.25

Stream A - Finance and Corporate Services: How you can help drive digital innovation, build resilience and support inclusivity in your charity 

This session will discuss NCB’s approach to digital innovation, with a focus on how the organisation delivers services. The speakers will outline how this has not only helped the organisation be more effective and cope with the pressures of Covid-19 but has driven far greater levels of engagement with beneficiaries (sometimes with a ten-fold increase in audiences and engagement) and provided additional level of inclusivity, with some able to be and feel included for the first time following a switch to digital.

Keith Collins, Principal Consultant, Adapta Consulting

Rachel Rand, Director of Finance & Corporate Services, National Children’s Bureau

10.50 - 11.25

Stream B - Digital transformation during Covid-19

This session will provide you with an insight into how the OAE accelerated the delivery of its digital strategy during the Covd-19 lockdown and how this required finance function transformation.

Pascale Nicholls will share how they approached:

-Key stakeholder buy-in (including the Board, donors and artists)

-Allocating funds and resources

-Making changes to financial planning and modelling

-Setting price points and dealing with the complexity of digital sales tax

-Implementing a new video hosting platform

-Adapting the financial and impact reporting 

Pascale Nicholls, Director of Finance and Governance, Orchestra of the Age of Enlightenment 

11.25 - 13.00

Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise.

13.00 - 14.00

Lunch break

14.00 - 14.35

Stream A - Rethinking what we do and how we do it in the new normal

What has the pandemic taught us about agility, governance, operations, financial management and organisational resilience?

Naziar Hashemi, National Head of Social Purpose and Non Profits, Crowe

Pesh Framjee, Global Head of Social Purpose and Non Profits, Crowe

14.00 - 14.35

Stream B - Workshop: Getting to grips with your IT Budget, without IT knowledge

Join this session to learn from the experiences of many charities when managing IT spend. Chris Cranie will share best practice and practical advice without jargon, and will give his views on how to optimise technology whilst minimising cost and waste.

Chris Cranie, IT Strategy & Governance Director, Smartdesc 

James Field, Customer Strategy Director, Smartdesc 

 

14.35 - 14.45

Coffee break 

14.45 - 15.05

Sarasin & Partners Clinic Session: Policy work – with regulatory bodies

This clinic sessions will allow for a further examination of focus areas where speakers will be able to answer specific questions on responsible investment and provide more detailed advice. 

With the Charity Commission consultation on Responsible Investment now closed, there are two charities going to the High Court in 2022 to seek legal clarification on how they can apply their assets. The outcome of the court’s decision will have a considerable impact on how the Commission guides charities on how they invest. What might this mean for your charity?

Oliver Bates, Partner, Charity Team, Sarasin & Partners

15.10 - 15.45

Stream A - Innovation in the most challenging circumstances

Following the postponement of its scheduled and future games after Covid-19, The Invictus Games Foundation had to adapt and be innovative in its strategy. The Foundation has been successful in managing its strategy and activities to continue to create an impact on its community, which has resulted in new sources of income, helping to diversify what the charity does whilst retaining its objectives.

This session will cover how the Foundation managed its strategy and adapted to bring in income, sharing learnings for you to apply in your own organisation.

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

Carolyn Liddiard, Finance Director, Invictus Games Foundation

15.10 - 15.45

Stream B - Workshop (continued)

Getting to grips with your IT Budget, without IT knowledge.

END OF DAY 3

Thursday 14 October – Work Culture & Inclusion 

09.00 - 09.30

Craig Goldblatt - Empowering Beliefs 

Session 3 : Empowering Beliefs : This great session reminds us of our huge potential to live an even higher quality life.

09:35 - 10:10

Stream A: How to effectively audit the cost of international remittances

This session will introduce Transaction Cost Analysis (TCA), dubbed by accounting partners as the new standard for auditing the costs associated with foreign exchange. Unlike other financial markets, there is no regulatory requirement for a bank or broker to disclose foreign exchange costs. TCA reporting provides charities with a reliable and accurate way to measure these costs and keep them under control. This session will include a working example of a TCA report and recent case studies, showing how charities and their beneficiaries have benefited from this approach.

Curtis Noble, Head of CSR, Charitytransfers 

Mark Shadrack, Chief Operating Officer, Hope and Homes for Children

09:35 - 10:25

Stream B: Workshop - How can mentoring drive an effective, inclusive and resilient organisation? 

Join this interactive session to find out all about mentoring and how it contributes to effective, inclusive and resilient teams and organisations, and hear from mentors and mentees from CFG's highly popular mentoring programme.

Nicki Deeson, Leadership Coach and Business Mentor

Jessica Meddick, Senior Membership and Insight Officer, Charity Finance Group

10:10 - 10:25

Coffee break

10.25 - 10.45

Sarasin & Partners Clinic Session: Social

This clinic sessions will allow for a further examination of focus areas where speakers will be able to answer specific questions on responsible investment and provide more detailed advice.

"A company exists for the benefit of all stakeholders – customers, employees, suppliers, communities and shareholders." Rowena White will analyse this statement in more detail and look at the different ways in which we as shareholders can ensure there’s greater equality within the companies we invest.

Rowena White, Business Partner, Charity Team, Sarasin & Partners

10:25 – 10:45

NetSuite Clinic Session: The Keys to Successfully Selecting an ERP

Going through an evaluation for software can be an extensive and stressful process. Attend this clinic to learn from NetSuite expert, Jamie Sargent as he delves into the most important factors to keep in mind as you go through an evaluation. See what will help you select the right Enterprise Resources Planning (ERP) software to not only fit your charity today but allow you to accelerate your charity’s mission.

Jamie Sargent, Senior Solution Consultant, Oracle NetSuite

10:50 - 11:25

Stream A - Net Zero – what does it mean and what are the investment implications?

This session will look to demystify what net-zero means and how it may affect your investment portfolio. Join the speakers from HSBC to find out what impact Net Zero will have on our economy and the potential investment risks and opportunities.

Sophie Ward, Head of Charities & Education, HSBC Private Banking

Andrea Griffin, Sustainable Finance Manager, HSBC

10:50 - 11:25

Stream B - Workshop (continued)

How can mentoring drive an effective, inclusive and resilient organisation?

With Nicki Deeson and Jessica Meddick, CFG.

11:25 - 13:00

Join our exhibitors and sponsors at virtual stands for 1-2-1 advice and expertise.

13:00 - 14:00

Lunch break

14:00 - 14:45

Stream A: Panel Discussion - Fostering diversity and inclusion in the charity sector

In order to harness the capacity of a diverse workforce an organisation needs to create a culture where diversity is respected and appreciated, in other words - inclusive.

Many organisations are implementing strategies to assure their workforce and governing boards are representative of the society they support, but it is important to go beyond just ticking the right boxes. This panel discussion will look at how charitable organisations can nourish their approach to creating inclusive work culture wherever you are in your journey.

Chair: Carol Rudge, Partner, Head of Not for Profit, HW Fisher 

Nazreen Visram, Head of Charities, Barclays

Elizabeth Balgobin, Consultant & Interim CEO and Trustee of National Emergencies Trust

Kai Adams, Managing Partner, Green Park

14:35 - 14:45

Coffee break

14:45 - 15:05

HSBC Clinic Session: Further discussion on net zero 

The term ‘net zero’ refers to a future where we do not put any more emissions into the atmosphere than we take out. Following on from our seminar this morning, join us to continue the discussion about how you can support the transition to a low carbon economy.

Sophie Ward - Head of Charities & Education, HSBC Private Banking
Andrea Griffin – Sustainable Finance Manager, HSBC

15:10 - 15:45

Closing Plenary

James Watson O’Neill, Chief Executive, SignHealth

Joyce Materego, Director of Finance and Resources, SignHealth

END OF CONFERENCE

Prices
Charities - Members£230.00
Charities - Non-members£300.00
Corporate - Members£260.00
Corporate - Non-members£400.00
Individual - Members£230.00
Individual - Non-members£300.00

This conference is kindly sponsored by