Northern Conference 2018

Leadership Tax and VAT Gift Aid IT and data Pensions and HR Accounting and reporting Governance, regulation and compliance Charity finance policy

Wednesday 4 July 2018

The Stoller Hall
The Stoller Hall
Hunts Bank
Manchester M3 1DA

CFG is pleased to announce our CFG Northern Conference 2018!

The conference offers an exciting line up of speakers and topics providing a regional outlook and addressing key issues impacting the charity sector as a whole.

This year’s two stream programme will be made up of sessions including industry updates, technical tips and case studies for you to choose from to customise your day.

There will be an exhibition running alongside the conference programme and delegates will have the opportunity throughout the day to meet exhibitors working in a range of service areas and discuss their charity’s needs.

This event is a great opportunity for attendees to network, get updates on the latest developments and share experiences with their fellow delegates in the North of England. 
Attending the conference can also support your continuing professional development.




Mike Wild, Chief Executive, Macc

Sue King, Partner, Wrigleys Solicitors LLP

Peter Parker, Partner, Wrigleys Solicitors LLP

Jane Cocking, CEO, MAG

Rachelle Rowbottom, Tax Director, BHP

Simon Buchan, Head of the VAT Department, BHP

David Davison, Director and Owner, Spence & Partners

Jonathan Orchard, Partner, Sayer Vincent

Lesley Jones, Senior Manager, Crowe Clark Whitehill LLP

Dawn Mcnish-Walrond, Director of Business Development and Events, Charity Finance Group

Martin Hubbard, Director of Customer and Business Support, Charity Finance Group

Rosie Chapman, Chair, Charity Governance Code Steering Group


Registration and refreshments


Chair’s welcome and introduction


Opening plenary: The state of the sector in the North.

The opening plenary will look at explore the current state of the charity sector, look forward to what charities can expect over the next twelve months in terms of the political, economic and regulatory environment, and how this might impact them.

Mike Wild, Chief Executive, Macc


Move between sessions


1A: VAT and tax update

All the latest updates on tax and VAT including HMRC’s new digital process of reporting and irrecoverable VAT.


Rachelle Rowbottom, Tax Director, and Simon Buchan, Head of the VAT Department, BHP


1B : The path to financial leadership

Today’s finance department needs to be collaborative, both internally and externally. This session will explain why the finance team should always be directly involved with strategy setting and how the development of robust financial processes can support this.


Break for refreshments


2A: Pensions : Local Government Pension Schemes and Section 75

For charities Local Government Pensions Schemes, Section 75, continues to pose significant financial challenges such as managing historic debt and sometimes even preventing charities from merging. The debate around a more progressive way to calculate cessation debt for those charities wishing to exit such schemes continues. Drawing on case studies, this session provides strategies for managing your pension debt and how to exit LGPS and multi-employer defined benefit schemes effectively.

David Davison, Director and Owner, Spence & Partners


2B: Risk and reserves

Your reserve policy is a key component of a charity's financial strategy and an important external message on your charity's financial position. In this session you will learn how to develop a transparent and robust policy base on the financial risks faced.

Jonathan Orchard, Partner, Sayer Vincent 


Move between sessions


Lunchtime plenary – Brexit - what do we do now?

With 12 months to go, we have already seen the impact of Brexit across many areas. What can you do to make your charity more resilient? What are the issues you need to focus on, and what might your charity look like going forward into a post-Brexit Britain?

12.50 - 13.50



3A: Gift Aid donor benefits

In April 2019 there will be changes to the rules about how much benefit charities can give to donors and still claim Gift Aid (in today’s Budget). Join this session to find out everything about the new schemes and what does it mean for your charity.

Lesley Jones, Senior Manager, Corporate Tax, Crowe Clark Whitehill LLP


3B: Overseas charities update

International charities need to be aware, now more than ever, of safeguarding procedures, ethical and moral conduct and how due diligence is important in the territories within which they operate for the continuity of their important work.

Jane Cocking, CEO, MAG


Break for refreshments



The new legislation on GDPR has been operating since May 25, 2018. This session will explain how the case study has successfully implemented changes to comply with the new legislation. They will share tips and discuss about their impressions and challenges.

Sue King, Partner, and Peter Parker, Partner, Wrigleys Solicitors LLP


4B: Making your management accounting process more effective

Management accounts: find out how this transformation took place, the processes and procedures they put in place to make sure it was effective and efficient and the impact this change had on the way CFG works.

Dawn Mcnish-Walrond, Director of Business Development and Events, and Martin Hubbard, Director of Customer and Business Support,Charity Finance Group


Move to closing plenary


Closing plenary: The Governance Code

Good governance in charities is fundamental to their success. It enables and supports a charity’s compliance with the law and relevant regulations. Learn about the new Charity Governance code, the seven principles and recommended practice for good governance some case examples of how the Code is being used by charities.

Rosie Chapman, Chair, Charity Governance Code Steering Group.


Chair’s close


End of conference

Charities - Members£139.00
Charities - Non-members£169.00
Corporate - Members£249.00
Corporate - Non-members£329.00