2008 Annual Conference - Your Stakeholders Need You!

Thursday, 8 May 2008, 08:30


Conference Sponsors:

Grant Thornton Thomas Miller

Media Sponsors:

Charity Times Third Sector

As finance professionals in the voluntary sector you know that Accountability and Transparency, Social Reporting and Impact are hot topics – and that collectively these issues are of increasing importance to your charity’s stakeholders.

This year the conference provides an excellent opportunity to explore these issues and gain insight and guidance on how to approach them, and maximise stakeholder relationships.

The conference opens with a keynote speech from Dr Daleep Mukarji from Christian Aid. Christian Aid recognised the importance of stakeholder relationships in the current climate, and Dr Mukarji will share with delegates the work they did to develop and manage those relationships. The main conference stream continues with sessions on impact reporting, measuring social impact, trends in sustainability reporting and how to get started with an environmental policy. This is supported at lunchtime with our second keynote speech from Michael Hammer of One World Trust which will look at how charities can strengthen their accountability to their stakeholders.

There are of course many strings to today’s finance professional’s bow and this is reflected in the topics and speakers that make up the five streams of the conference programme. Streams include Developing the Finance Department, Current Issues and managing the resource areas that often come under our remit – IT, HR, Property and Legal Services. Finally there is the ever popular update stream which this year looks at new legal requirements, public benefit, the SORP and revisions to Audit Practice Note 11.

During the breaks you will be able to browse the over thirty exhibition stands and during lunch law firm Berwin Leighton Paisner are offering a one-to-one surgery on public benefit.

The day ends with our third keynote speech. Stuart Etherington the Chief Executive of NCVO will look across the broad sweep of the voluntary movement and share his thoughts on the current challenges and the future prospects for the Charity Sector.

The conference gives you access to more than 30 professional firms in the exhibition area, providing a wealth of experience for you to draw on during the day and discuss current issues and organisational needs.

The structure of the programme also ensures there is ample time for networking and sharing experiences with your fellow professionals during the day, and at the drinks reception at the close of conference.

Attendance at the conference has increased year on year – book early to ensure your place is reserved.

Download the conference brochure pdf icon


The Reception 

Delegates attending the conference are invited to a reception immediately following the end of the programme.

The reception provides the ideal opportunity to network with speakers and delegates at the end of the day.

Reception Sponsor:

Rensburg Sheppards

The Exhibition

There will be an exhibition alongside the conference programme. Exhibitors working in a range of service areas will be available for delegates to meet, ask questions and share information.

The informal setting is an excellent opportunity to find products and service suppliers who can assist in tackling your charities' problems and who can help to make the management of your charity more efficient.

The conference timetable allows delegates plenty of opportunity to browse the exhibition and network during breaks.

The following companies are exhibiting at the 17th CFDG Annual Charity Finance Conference:

BDO Stoy Hayward LLP - www.bdo.co.uk
Buzzacott LLP - www.buzzacott.co.uk
Deloitte & Touche LLP - www.deloitte.co.uk
Grant Thornton UK LLP - www.gtuk.com
haysmacintyre - www.haysmacintyre.com
Horwath Clark Whitehill LLP - www.horwathcw.com
Kingston Smith LLP - www.kingstonsmith.co.uk
PKF (UK) LLP - www.pkf.co.uk
Pricewaterhouse Coopers LLP - www.pwc.co.uk
Saffery Champness - www.saffery.com
Sayer Vincent - www.sayervincent.co.uk
Vantis - www.vantisplc.com

Alliance & Leicester Commercial Bank - www.alliance-leicestercommercialbank.co.uk
Anglo Irish Bank - www.angloirishbank.co.uk
Bank of Scotland - www.bankofscotland.co.uk
Barclays Bank PLC - www.barclayscorporate.com
Custom House - www.customhouse.com
Lloyds TSB - www.lloydstsbcorporatemarkets.com/pacs
Royal Bank of Scotland - www.rbs.co.uk
Unity Trust Bank - www.unity.co.uk

Giles Insurance Brokers - www.thebroker.co.uk

Investment Managers
Aberdeen Asset Management - www.aberdeen-asset.com/charities
BlackRock - www.blackrock.com
Capital International - www.capgroup.com
Royal London Asset Management - www.rlam.co.uk
Sarasin & Partners LLP - www.sarasin.co.uk
Schroders PLC - www.schroders.com
Thomas Miller - www.thomasmiller.com

IT Suppliers
Asyst Solutions
Lake Financial Systems - www.lake.co.uk
PS Financials - www.psfinancials.com
Real Asset Management - www.realassetmgt.co.uk
Sapphire Systems - www.sapphiresystems.co.uk
Touchstone - www.touchstone.co.uk

Allen Lane – www.allenlane.co.uk
FSS Financials
Hays – www.hays.com
TPP Not for Profit – www.tpp.co.uk

The Pensions Trust - www.thepensionstrust.org.uk

Other Services
Charities Aid Foundation - www.cafonline.org
ICAEW - www.icaew.com


Presentations available below.  Click the session titles to download the PDFs

5.15hrs CPD


9:15-9:30    CHAIR'S WELCOME
Chair, Melvin Coleman, Amnesty International

9:30-10:15    OPENING PLENARY

Accountable, Transparent and Making an Impact: the Christian Aid experience pdf icon

Large charities are under pressure from the public, media, donors and others to be more accountable and to show they are making a difference.  Dr Mukarji will explore how Christian Aid recognised this and over the years has built its capacity, competence and reputation “to be an open, transparent and learning organisation, accountable for its actions and able to meet high standards for public and stakeholder reporting”.

Dr Daleep Mukarji, Christian Aid  


10:15-11:00    SESSION 1

1A: Impact Reporting: What it is - What it is not pdf icon

A practical and critical guide for charity finance directors. This session will dispel many of the myths associated with the 'hype' on impact reporting. It will be practical and critical in illustrating what is possible and what is not in the charity sector. The role of the Finance Director in this process will be reviewed and discussed.
Prof Paul Palmer & Peter Grant, CASS Business School

1B: Leadership pdf icon

"Leaders are people who do the right thing; managers are people who do things right.”Paul argues that whilst doing things right is an important discipline for a charity Finance Director, more is required and that the role is essentially one of leadership rather than just management.  We must do the right thing.
Paul Breckell, RNID

1C: Bidding For Contracts pdf icon

In this session, Les will be giving an update on how Local authorities now have well established standardised procedures for procuring public services from businesses.  These procedures, if not adapted, can systematically exclude many third sector organisations.
Les Hems, Guidestar UK

1D: Making IT count pdf icon

This session will consider how the Finance Director in charge of the IT function can best lead and set direction.  The seminar will cover how to develop an IT strategy, benchmarking your IT function, building a high performance IT team, evaluating the costs benefits of new IT projects and tactical opportunities in 2008.
David Locke, BMS World Mission

1E: Charities & Companies Acts pdf icon

In respect of the Companies Act 2006, this session will focus mostly on recent provisions which will have come into force in April just before the conference, and in respect of the Charities Act 2006, it will focus mostly on recent provisions which have come into force and Charity Commission guidance.
Brigit Hanwell and Stephen Pallister, Charles Russell Solicitors

11:00-11:30    COFFEE/TEA

11:30-12:15    SESSION 2

2A: Measuring Social Impact pdf icon

During the session David will discuss this complex topic in plain English, explain what social impact reporting involves and offer some useful "starter for ten" points for organisations that are relatively new to the subject.  David will also discuss "why social impact reporting".  Is it a necessary evil or an important marketing opportunity?  Or both?
David Taylor, Grant Thornton

2B: Developing a strategy for the Finance Dept pdf icon

This session will explore how to evaluate and structure a finance department to respond to the needs of the organisation's strategic and operational plans and deliver a service to the whole organisation.
Keith Hickey, CFDG

2C: Accounting & Tax Issues in Contracts pdf icon

Charities’ funding arrangements are becoming increasingly complex, often ranging from straightforward donations or grants, to detailed contracts containing specified outputs, conditions and performance-related criteria.  The VAT implications can be significant, and the accounting treatment is not always clear-cut.  This session will consider the key issues to address when managing contracts.
Sally Kirby and Robert Warne, Horwath Clark Whitehill

2D: Property pdf icon

This session will explore the main issues and risks that the finance director of a charity that does not specialize in property management and ownership may face including: the management of occupied and investment property, the acquisition, relocation and disposal of offices and touch on some Vat issues specific to commercial property.
Ian Bucknell, Asthma UK

2E: All aboard the governance express: public benefit explained pdf icon

This session will outline the changes in the law relating to public benefit and the need to put this subject at the heart of a charity's governance framework.
Moira Protani, Berwin Leighton Paisner

12:15 -13:00    PLENARY

Accountability, The GAP Framework pdf icon

With the rapid growth of the sector over the past 15 years, charities and other not for profit organisations the world over face increasing challenges concerning their legitimacy and scrutiny of the way they work. How can civil society organisations at national and international level strengthen their accountability to the general public and specific stakeholders, while preserving their unique potential for innovation and sensitivity to the needs of many groups who are disadvantaged in society and the global market place for employment, education and livelihoods?
Michael Hammer, One World Trust


14:15-15:00    SESSION 3

3A: Value beyond the numbers pdf icon

Alan will talk about recent trends in sustainability reporting, sharing insights into how it is changing and emphasisng how engagement with communities is essential.
Alan McGill, KPMG

3B: Developments in In-House Reporting pdf icon

How does one change data into knowledge that adds real value - this session will look at how charities report internally and use this to inform what they report externally.
Pesh Framjee, Deloitte

3C: Financial Management without Budgets pdf icon

Budgets can be time consuming to prepare and then out of date when the year starts.  But, how do you ensure the right level of control and monitoring without them?  This session will look at the framework of financial management tools, and demonstrate a more effective way of linking your strategy to financial expectations, without budgets.
Petra Ingram, Sightsavers

3D: Company secretary and legal services-the role of the Finance Director pdf icon

This session will cover a number of aspects relating to the role of the Company Secretary and the provision of legal senior support to the charity.
Mark Harvey, Help the Aged

3E: SORP Update pdf icon

An Update on the work of the SORP Committee.  This session provides an insight into the work of the SORP Committee and its plans.  It looks at the challenges ahead and some of the key issues arising.  It will provide a resumé of additional guidance produced already in published Information Sheets and looks at the possible future role of ASB in a post convergence environment.
Ray Jones, Charity Commission

15:00-15:30    COFFEE/TEA

15:30 -16:15    SESSION 4

4A: Engaging with the environment: getting started pdf icon

Kate will take charities through the process of engaging staff in this important area and developing an environmental action plan. Kate will do this using the "One Planet Living" initiative based on 10 principles of sustainability developed by BioRegional and WWF International.
Kate Hand, CFDG

4B: Selecting the right Accounting Software pdf icon

The session will review what features a charity accounting software package should possess and whether current offerings meet these requirements. It is aimed at medium sized charities with an income greater than £1 million. The functionality of packages will be discussed and it is hoped to incorporate the views of users.
Roger Chester, Lionheart

4C: Charities & Trading pdf icon

This session will help charities to treat trading activities correctly. How do you handle non-primary purpose trading, ancillary trades and mixed trades? It will also look at inter-company charges and some common problem areas such as loss-making activities.
Kate Sayer, Sayer Vincent

4D: Human Resources pdf icon

People are a vital resource for charities, but they are not the same as other resources such as computers: how is this 'humanity' reflected in HR? Secondly people are an important form of risk control, but increasingly we seem to rely on policies and procedures to control risk; how far can this go? Finally how can one assess the value, rather than simply the cost, of an HR department?
James Brooke Turner, The Nuffield Foundation

4E: Charity audit under the new Practice Note 11 pdf icon

Practice Note 11, issued by the Auditing Practices Board, governs how charity audits are performed in the UK. PN 11 has been revised and addresses some important issues. This session will provide an overview of the revised practice note and explain its relevance to the Auditor and Finance Director and Treasurer and
highlight the more significant issues which Finance Directors should consider.
Don Bawtree, BDO

16:15 -17:00    CLOSING PLENARY

Civil Society: current challenges, future prospects

Stuart Etherington will examine the state of the sector in 2008, using the latest statistics from NCVO's Civil Society Almanac, and discuss future prospects for charities in what is likely to be a colder financial climate. The focus will be on accountability and transparency and how organisations can demonstrate their full value.
Stuart Etherington, NCVO

17:00 - 17:10    CHAIR'S CLOSE

17:10-18:00    RECEPTION & NETWORKING  

Venue Details


Queen Elizabeth II Conference Centre, Broad Sanctuary, Westminster, London SW1P 3EE

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Bookings & Prices


Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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