Technical Update Conference

Risk Charity finance policy Financial sustainability Governance, regulation and compliance Accounting and reporting Pensions and HR Gift Aid Tax and VAT Leadership Coronavirus

Wednesday 24 February 2021

This comprehensive conference brings you all the essential technical developments in charity finance that impact you and your organisation, from regulatory updates to developments in accounting and audits.

Our expert speakers will explore all the big issues in the sector, as well as all the important regulatory updates you need to know.

Packed into one concise day, this event also provides an important opportunity to meet with your peers in the sector and discuss key challenges which affect your organisation.

Who is the event for?

Finance directors and managers, heads of finance, risk and compliance managers, and trustees would benefit from attending this event. Open to CFG members and non-members.

Limited early bird open for CFG members.

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 3 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.


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

Angus Roy, Charity Niche Director, Ecclesiastical Insurance Company

Steph Jackson, Enterprise Risk Management (ERM) Consultant, Ecclesiastical Insurance Company

Richard Bray, Vice-Chairman, Charity Tax Group

Adam Williams, Principal Associate, Mills & Reeve

Maria Aguilar, Director, HR Services Partnership

James Sinclair Taylor, Partner, Russell-Cooke

Saf Rahbour, Trustee, Charity Finance Group

Michael Cooper-Davis, Charities Director, Price Bailey

09:30 – 09:40


Saf Rahbour, Trustee, Charity Finance Group

09:40 – 10:00

Say hello - networking session

10:00 – 10:35

Governance and regulatory update

This opening session will give a round-up of the latest regulation including governance, regulatory alerts and compliance that charities need to be aware of and how they might impact the sector. Join the speaker to find out how the regulations have changed for the charity sector following the second lockdown and what you have to look out for in 2021.

James Sinclair Taylor, Partner, Russell-Cooke

10:40 – 11:30

Accounting and audit update

Join this session to hear a technical update from Price Bailey on the latest accounting developments including an insight into the expected changes to the Charity SORP. Speakers will provide some tips on how to survive a remote audit and the challenges for both you and your auditor. Technical changes include the new style audit report, new requirements on going concern and significant estimates which come into effect for December 2020 year ends onwards.

Price Bailey will also clarify the new ethical guidelines and explore how those will affect your relationship with your professional advisors in the future.  Finally, the speakers will pick up on Charity Commission findings on failings on accounts and their expected report on salaries in the charity sector due in Autumn 2020.

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

Michael Cooper-Davis, Charities Director, Price Bailey

11:35 – 12:10

VAT and Tax

This session will explore the latest developments relating to VAT, Gift Aid and business rates, as well as an overview of tax issues your charity needs to be aware of in the coming year.

Richard Bray, Vice-Chairman, Charity Tax Group

End of morning sessions

Afternoon sessions

14:00 – 14:45

Risk and Resilience

Ecclesiastical will share research from their Charity Risk Barometer 2020 highlighting the changing profile of risk and opportunity within the charity sector. In light of the impact Covid-19 has had on society the challenges faced by the sector and the need to adapt can be daunting. They will explore the use of an Enterprise Risk Management framework to make these challenges more manageable and maximise opportunity while mitigating the risks.

Angus Roy, Charity Niche Director, Ecclesiastical Insurance Company

Steph Jackson, Enterprise Risk Management (ERM) Consultant,  Ecclesiastical Insurance Company

14:50 – 15:25

HR update

This session will discuss key issues around redundancies and TUPE. Speakers will also provide further clarification of new immigration and right to work rules post Brexit and changes to the employment law among other emerging HR issues.

Maria Aguilar, Director, HR Services Partnership


15:30 – 16:05

Legal update

This session will bring you up to date with the changes in the legislative framework for charities as well as the latest developments and issues arising from the Brexit transition period ending 31 December 2020.

Adam Williams, Principal Associate, Mills & Reeve 

16:05 – 16:10

Chair’s summary and close of the conference

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

This conference is kindly sponsored by