Annual Conference 2020

Leadership Tax and VAT Accounting and reporting Governance, regulation and compliance Financial sustainability Charity finance policy Risk Investment

Tuesday 13 October 2020

The Queen Elizabeth II Conference Centre
Broad Sanctuary
LONDON SW1P 3EE

 

In response to Covid-19, we have moved the date of the CFG Annual Conference 2020 to Tuesday 13 October. We are also providing a programme of additional digital sessions for our delegates which focus on the impact of Covid-19, where our expert speakers will share advice in online sessions and participate in a live Q&A so that you can get your pressing questions answered. These will take place across 13-14 May – for further details about the digital programme contact the CFG events team.

 

The CFG Annual Conference 2020

CFG’s Annual Conference 2020 is the charity finance event of the year, where finance teams and leaders from across the voluntary sector come together.

In our 2020 programme, we want to bring you an event which sparks a creative journey.

At a time where nothing has been certain, organisations in the sector have been on a journey of ups, downs, ambiguity and change.

Our aim for the 2020 conference is to instil a new confidence and a fresh perspective in a transforming landscape. The theme will be Creating a better future.

The event will galvanise you into creativity, not just in the big challenges we face as a community with shared values, but in our common experiences, projects and stories, empowering you to play an active and informed role in the sector’s future. Together we can create a 20/20 vision for 2020.

You will hear from your colleagues across the sector and expert speakers in inspiring sessions on strategic direction, technical updates and practical workshops. Whether you’re dealing with finances on the ground, or leading the way for your teams, you’ll leave the conference buzzing with a whole range of insights.

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.

If you're a small charity under £1m income, your place will only cost £194 - email events@cfg.org.uk to book your place.

About the day

The Annual Conference is our biggest event of the year with over 550 attendees in 2019, providing CFG members and non-members alike a networking opportunity which is completely unique. There will be five streams of sessions, so you can tailor the programme to get the most out of the day, plus over 50 exhibitors bringing specialist knowledge to address challenges unique to your organisation. 

CFG members receive access to member discount. Not a CFG member? You could receive savings on bookings like this by joining CFG. Find out more about becoming a member and how to join our community

 
Speakers

Laura Collier-Keywood, Head of Financial Planning & Analysis, Citizens Advice

Greg Whelan, Deputy Chief Executive, Childhood First

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

Ray Ayivor, Finance Director, Young Citizens

Chris Harris, Advisory Partner, MHA MacIntyre Hudson

Nick Waring, Director of Finance & Resources, Disasters Emergency Committee

Nicki Deeson, Leadership Coach and Business Mentor

Rob Williams, CEO, War Child

Kate Rogers, Co-Head of Charities, Cazenove Charities

Nigel Davies, Head of Accountancy Services, Charity Commission

Susan Ball, Partner, RSM

Rowena White, Investment Manager, Sarasin & Partners

Alexander True, Investment Manager, Sarasin & Partners

Hannah Keartland, Consultant, Hannah Keartland Limited

Gillian Gibbon, Procurement Specialists, Auditel

Paul Rao, Director and Head of Charity Internal Audit Practice, Grant Thornton

Jacky Griffiths, Associate Director, Business Risk Services, Grant Thornton

Adrian Warburton, Director of Finance, WWF-UK

Adrian Burton, Procurement Specialists, Auditel

Rohan Hewavisenti, Director of Finance and Corporate Services, NHS Confederation

Socrates Socratous, VAT Partner, Buzzacott

Sarah Hillary, Charities Partner – Risk & Advisory Services, BDO

Kami Nuttal, Culture Specialist – Risk & Advisory Services, BDO

Naziar Hashemi, Partner, National Head of Non Profits, Crowe

Pesh Framjee, Head of Non Profits, Crowe

Cara Turtington, Partner, Saffery Champnes

Claire Wills, Director, Saffery Champnes

John Robinson, Finance Director, American School in London

Tim Boyes-Watson, Global Director of Advocacy and Alliances, Humentum

Josh Weinberg, Head of Financial Systems & Change, Citizen Advice

Programme
8.15 – 9.15

Registration and refreshments

9.15 – 9.30

Welcome from the Chair

9.30 – 10.00

Opening plenary

10.00 – 10.10

Move between sessions

10.10 – 10.55

1A – Writing your charity’s investment policy 

Take part in this interactive session to find out about updated guidance on Investment Policy Statements, co-authored by Cazenove Charities and CFG. This new guidance includes practical templates which you can take away and adopt in your own organisation, and raises some brand new aspects not included in the previous guide. This session will also look at emerging themes from the sector which will help shape your policy.

Kate Rogers, Co-Head of Charities, Cazenove Charities

10.10 – 10.55

1B – Business changes – was it skill or was it luck?

In this case study session, Childhood First’s Greg Whelan shares their seven-year journey of key organisational changes and how their organisation looked beyond the non-profit world and explored the business lessons learned from the commercial sector. Here Greg shares what they learned, and how they applied insights to their organisation’s future – from holding your nerve, investing when you can, to resilience in the face of outside pressures – there’ll be some valuable takeaways in this session in helping you to plan and deliver more confidently, and create a more stable and adept organisation.

Greg Whelan, Deputy Chief Executive, Childhood First

10.10 – 10.55

1C – Improving Productivity

To help cope with the challenging environment of tightening resources and increasing demand, charities need to focus on improving effectiveness by removing wasted effort and making improvements in productivity. This session will look at what productivity is and how it can be improved.

Naziar Hashemi, Partner, National Head of Non Profits, Crowe

Pesh Framjee, Head of Non Profits, Crowe

10.10 – 10.55

1D – Reserves policy – Engaging your board with strategy

Developing strategy, diversification and growing an organisation involve significant risks which need to be addressed by your board. It’s crucial for finance leaders to communicate and provide information effectively so the board understand the existing and potential risks to your organisation and ensure the reserves policy is effectively incorporated into the strategic plan.

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

Ray Ayivor, Finance Director, Young Citizens

10.10 – 10.55

1E – Climate Matters

Protecting the environment is an urgent international issue. What should you be doing and how will this further your mission? What is the impact of your organisation on the environment? What could you do as an individual?
This interactive session will help you develop action plans to manage and reduce your footprint including carbon budgets, environmental reporting, and saving money.

Rohan Hewavisenti, Director of Finance and Corporate Services, NHS Confederation

Adrian Warburton, Director of Finance, WWF-UK

10.55 – 11.25

Refreshments

11.25 – 12.10

2A – Driving change with a new programme for IFRS

It has been a source of some frustration for many international charities and INGOs that there are no recognised International Financial Reporting Standards to ensure consistency globally. Building on research commissioned by CCAB, national standard setters from around the world have been developing the concept from the ground up. A new 5-year programme should mean the goal of a global standard is now realistically in sight.

Hear from Tim Boyes Watson from Humentum and Chris Harris of MHA MacIntyre who are members of the Practitioner Advisory Group supporting the Initiative.

Chris Harris, Advisory Partner, MHA MacIntyre Hudson

Tim Boyes-Watson, Global Director of Advocacy and Alliances, Humentum

11.25 – 12.10

2B – Working collaboratively with other charities

In an increasingly competitive marketplace, sharing what works with fellow organisations in the sector may not seem to be a priority, but there are vital learnings to be shared. In this session Nick Waring will draw on experiences from his career, including his current role at the Disasters Emergency Committee, and shares inspiration on what value charities working together can bring.

Nick Waring, Director of Finance & Resources Disasters Emergency Committee  

11.25 – 12.10

2C – Think like a CEO!

As a finance leader, you may feel you are the person that keeps your organisation on the right side of financial stability, liquidity and the law. But it’s also essential to think like a CEO – growing your confidence to know when to take risks, spend money and create the organisation of the future. This session will bring CEO and FD perspectives to help you see both sides, give the best advice to your CEO and better understand a CEO’s view of the world.

Nicki Deeson, Leadership Coach and Business Mentor

Rob Williams, CEO, War Child

11.25 – 12.10

2D – People Risk Management

HR as a function has changed over the years, but are your HR team aware of their key role as a “protector” of the organisation?  With the introduction of manager and employee self- service, can you say that your HR functions are actively monitoring and reviewing people activity in your organisation? For example, do you know that interviewers are appropriately trained, that adequate employment checks are done, the succession plan in place is up to date, your performance appraisal processes are effective and drive the right behaviours? We explore this and more and why this is important.

Paul Rao, Director and Head of Charity Internal Audit Practice, Grant Thornton

Jacky Griffiths, Associate Director, Business Risk Services, Grant Thornton

11.25 – 12.10

2E – Return on investment - feast and famine 

Will lower projected returns necessitate lower spending?

Many charities seek to maximise spending on their current beneficiaries, while maintaining the value of their capital in real terms, so that they can be as impactful in the future. But investment returns are not consistent, with whole decades producing feasts and famines. This talk will consider how charities can set and manage sustainable spending programmes across both good and bad years.

Rowena White and Alexander True, Investment Managers, Sarasin & Partners

12.10 – 12.20

Move to lunchtime plenary

12.20 – 13.00

Lunchtime plenary – A new approach to developing the SORP and how to get involved

In our lunchtime plenary, Nigel Davies will set out the progress made in implementing the SORP governance review’s recommendations, talk about how SORP engagement partners are shaping the next SORP, and how you can stay informed and get involved. Caron Bradshaw will discuss CFG’s response to these changes and how CFG members can participate.

Nigel Davies, Head of Accountancy Services, Charity Commission

Chair: Caron Bradshaw, Chief Executive, CFG

13.00 – 14.00

Lunch

14.00 – 14.45

3A – Size matters: Practical issues dealing with off-payroll workers

From April this year, off-payroll/IR35 working will have major changes in store for larger charities; some may have responsibilities to pay PAYE, National Insurance, and in some cases the Apprenticeship Levy. So, if the rules apply to you what do they mean in practice? If you are exempt what should you be doing?

Susan Ball, Partner, RSM

14.00 – 14.45

3B – Recruitment and retention

Session content coming soon.

13.45 - 14.45

3C – Workshop: In a world of disruption, what is the future of charities? What does this mean for the finance function?  FULLY BOOKED - PLEASE DO NOT SELECT THIS OPTION 

We live in a world of rapid change where some of the largest and most powerful companies are also some of its newest. As boundaries between sectors become increasingly blurred, what does this mean for UK charities? And how should they respond?  In this interactive session, you will explore what the future might look like for your organisation – and then think about what that means for the finance function.  You will develop some actions that you can work on now to make the most of the opportunities that this offers for you, your team and your organisation.

Hannah Keartland, Consultant, Hannah Keartland Limited

Kevin Waudby, Co-Founder and Partner, Good Innovation  

14.00 - 14.45

3D – Measuring Impact

Session content coming soon.

14.00 – 14.45

3E – Savings through better procurement

There are increasing challenges for non-profits and charities in generating income. You can make a real difference through effective procurement practice by making changes now, which will help you in the future. Join this session to find out how to ensure your charity’s overheads are controlled effectively and that you are receiving the very best value on all your procurement decisions.

Gillian Gibbon and Adrian Burton, Procurement Specialists, Auditel

14.45 – 14.55

Move between sessions

14.55 - 15.40

4A – Expert update in VAT case law 

In this session, we will cover the major updates and changes affecting the charity sector and what you will need to be made aware of to stay on top of your organisation's VAT responsibilities. Buzzacott's Socrates Socratous will explore recent case law and examine how charities can apply outcomes in practice, so you can make the most of these changes in 2020.

Socrates Socratous, VAT Partner, Buzzacott

14.55 – 15.40

4B – Reinvention: from Plantagenets to Madonna – Remain relevant in today’s society

This exciting session will explore how your organisation can reinvent themselves to ensure they remain relevant in an ever-changing landscape. It will explore change management, including how to set your strategy, financial planning, capital projects, as well as identifying potential pitfalls to watch out for - brought to life with a fascinating case study of a historic charity which is undergoing significant reinvention.

Cara Turtington, Partner, Saffery Champness

Claire Wills, Director, Saffery Champness

14.55 – 15.40

4C – Culture Audit: Could I guess your values after spending a day in your office?

Culture is pivotal, starting with the tone at the top of the organisation. Why is culture so important and part of leadership responsibility? This session will discuss the importance of culture and, through looking at some real examples, why leadership needs to take the lead on culture too.

Sarah Hillary, Charities Partner – Risk & Advisory Services, BDO

Kami Nuttal, Culture Specialist – Risk & Advisory Services, BDO

14.55-15.40

4D – Benchmarking against the best: surprising pitfalls and best practice

In a sector with shared values and common experiences, benchmarking against the best allows us to compare and improve our performance.  Such comparisons can be qualitative or quantitative and are compelling. This session uses real examples which will give fascinating insights on the value effective benchmarking can bring, and explore pitfalls for the unwary. 

John Robinson, Finance Director, American School in London

14.55 – 15.40

4E – Citizens Advice and their Finance 2020 Sprints

This session will cover how Citizen Advice's National Finance team are delivering continuous improvement alongside ‘business as usual’ through 'Sprints'. Josh will discuss why and how they implemented these, as well as running through a hands on example of what a sprint looks and feels like, to give attendees a tangible sense of what can be achieved

Josh Weinberg, Head of Financial Systems and Change, Citizens Advice

Laura Collier-Keywood, Head of Financial Planning & Analysis, Citizens Advice

15.40 – 16.10

Refreshments

16.10 – 16.40

Closing plenary

Speaker to be announced soon.

16.40 – 16.55

Closing remarks by the Chair

16.55 – 18.00

Drinks reception

Prices
Charities - Non-members£489.00
Corporate - Members£510.00
Corporate - Non-members£720.00

This conference is kindly sponsored by