IT Conference 2021

Leadership IT and data Governance, regulation and compliance Fraud Financial sustainability Risk

Thursday 25 March 2021

The function of IT & Digital has been at the forefront of how charities operated and delivered services in 2020, more than ever before. 

From ensuring smooth remote working to getting the most out of financial systems and processes, the pandemic has magnified where the strengths and weaknesses of systems are for many organisations. Charities have had to rethink where the priorities lie in considering changes and upgrades to IT and digital systems.

CFG’s IT Conference 2021 is a comprehensive programme designed to fit the needs of finance directors and CEOs with an IT remit, bringing valuable practical and strategic sessions on:

  • IT trends in charity finance 
  • Emerging technologies
  • Making data driven decisions
  • Integrating financial systems
  • Managing the risk of cyber security attacks

Who should come along to this event?

This event is open to members and non-members who are responsible for sourcing and managing IT in their department or organisation, including finance managers, finance directors, CEOs and trustees. 

How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development, and this event could contribute two hours to your CPD. Contact your association for further information, or email

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Paula Laird, Director of Finance and IT, WaterAid

Dan Sutch, Director, CAST

Neil Goulder, Finance & Operations Director, Artichoke

Daniel Booth, ERP Product Manager, m-hance

Sunita Chandnani, ERP Product Manager, m-hance

Julie McCombie, Head of IT, Diabetes UK

Rhodri Davies, Head of Policy, CAF

Hans Schwenk, Digital Transformation Manager, Diabetes UK

09:20 – 09:30


09:30 – 09:50

Role of IT and digital during Covid-19 – how charities have responded to the crisis 

With so much change taking place in IT, this opening session will recap how the industry has evolved and where it is going, identifying the areas that will most impact charities.

Paula Laird, Director of Finance and IT at WaterAid

09:50 – 10:05

Q&A Session

10:10 - 10:30

Utilising digital tools to improve collaboration

Implementing digital tools in your organisation does not automatically lead to better collaboration. Learn how best to make use of digital tools and remote working to improve collaboration and make sure the tools are being used strategically and effectively.

Julie McCombie, Head of IT, Diabetes UK

Hans Schwenk, Digital Transformation Manager, Diabetes UK

10:30 – 10:45

Q&A Session

10:50 – 11:10

Creating better understanding of technology in your organisation

With two thirds of charities delivering their work remotely due to Covid-19, many organisations went through a crash course in improving digital skills. Many challenges remain for charity teams and the people who use their services. Could your charity do more to increase digital skills and understanding? This session with CAST Director Dan Sutch will discuss how you can approach increasing digital skills of your trustees, management and staff to optimise available technology.

Dan Sutch, Director, CAST

11:10 – 11:25

Q&A Session

11:30 – 12:15

Understanding your data, from contact management to statutory reporting

This session will focus on how your charity can better understand your data through a complete end to end solution. It will demonstrate how you can achieve greater visibility and a 360 degree view of your charity, highlighting how you can track donor activities and organisational spend by various metrics all the way through into your financial statements.

Daniel Booth and Sunita Chandnani, ERP Product Managers, m-hance

12:15 – 12:30

Q&A Session

Mid-day break and networking

14:00 – 14:20

Including cybersecurity in strategic decision making

With charities experiencing greater number of cybersecurity issues exacerbated by the pandemic, decision makers face a balancing act of optimising digitalisation and IT systems, implementing robust security measures, and managing the cost for both. Decision makers also need to be mindful that while trying to mitigate one security risk they may aggravate another. This session will outline the interconnected decision making process when considering your cybersecurity strategy.

14:20 – 14:35

Q&A Session

14:40 – 15:00

Creating well designed management reports

Accounting packages’ reports are easy to generate, but are often inflexible and poorly laid out. Poorly designed spreadsheets look like a wall of numbers.

This session will guide you through pulling live data into Excel in order to prepare elegant management and statutory accounts.

Neil Goulder, Finance & Operations Director, Artichoke

15:00 – 15:20

Q&A Session

15:25 – 15:45

AI technology and charities – new opportunities, new challenges

Artificial Intelligence (AI) will provide some exciting new possibilities for charities, from helping more beneficiaries to improving efficiency in the finance function. Yet at the same time, it is already presenting new challenges, as charities and those they support adapt to the impact of automation across society.

This session will discuss the relevance of AI for the charity sector, including its impact on operations and back office functions, and some of the new challenges it will bring.

Rhodri Davies, Head of Policy, CAF

15:45 – 16:00

Q&A Session

16:00 – 16:05

Chair's summary and conference closes

Charities - Members - Early Bird Rate£80.00
Charities - Non-members£155.00
Corporate - Members£250.00
Individual - Members - Early Bird Rate£80.00

This conference is kindly sponsored by