2009 Annual Conference - Managing in a Recession

Tuesday, 19 May 2009, 08:30


Conference Sponsors:

Grant Thornton  PS Financials

Media Sponsors:

Accountancy Age  Charity Times Financial Director

We are currently facing a global recession which is going to hit the UK economy hard. At this time the charities that we work for will look to us, as Finance Directors, to show real financial leadership. How we respond will be pivotal to the success of our charities. To ensure that you are well placed to give the leadership and support that your charities will need in this difficult period, we have designed this year’s Conference around some of the key strategic and operational issues you will face.

The conference opens with a keynote speech from Martin Brookes, Chief Executive of New Philanthropy Capital, who will look at what the public is expecting from charities in the current economic climate.

In the lunch time keynote address Mark Watts, Chief Executive and former Finance Director of the RSPCA will look at just what the Chief Executive is looking for from the Finance Director in the current climate. Mark will give an insight from the CEO’s point of view in to the areas Finance Directors need to cover.

During the day we have a total of five streams for delegates to choose from. Two of these streams will look at a number of key issues for managing during a recession from reviewing your strategy and a strategic approach to cost reduction to fraud and the signs of insolvency. The other three streams will focus firstly on current issues in the sector, for example philanthropy and partnership working. Secondly, a new area for this year will look at personal development and the issues of organisational culture and thirdly, we will have our ever popular updates stream.

The day ends with Kevin Brennan MP, The Minister for the Third Sector giving the final keynote address. He will look at the current issues facing the sector and the actions that the Government is taking to support the 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. The reception provides the ideal opportunity to network with speakers and delegates at the end of the day.

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 18th CFDG Annual Charity Finance Conference:

Accounting & Tax Advisors
BDO Stoy Hayward LLP - www.bdo.co.uk
Buzzacott - www.buzzacott.co.uk
Grant Thornton UK LLP - www.grant-thornton.co.uk
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
PricewaterhouseCoopers - www.pwc.co.uk
Saffery Champness - www.saffery.com
Sayer Vincent - www.sayervincent.co.uk
Vantis Plc - www.vantisplc.com

Co-Operative Bank - www.co-operativebank.co.uk/corporate
Custom House Financial (UK) Ltd - www.customhouse.com
Lloyds TSB Corporate Markets - www.lloydstsbcorporatemarkets.com/pacs
Travelex - www.travelex.co.uk
Unity Trust Bank - www.unity.co.uk

HR & Recruitment
Allen Lane - www.allenlane.co.uk
Enlighten Limited - www.enlighten.co.uk
FSS Not for Profit - www.fss.co.uk
Hays Accountancy & Finance - www.hays.com

Bluefin - www.bluefingroup.co.uk
Giles Insurance Brokers - www.gilesinsurance.co.uk
Thomas Miller - www.thomasmiller.com
Zurich Insurance - www.zurich.co.uk

Investment Managers
Aberdeen Asset Management - www.aberdeen-asset.com/charities
Blackrock - www.blackrock.com
CCLA Investment Management Limited - www.ccla.co.uk
Charities Property Fund - www.cpfund.org.uk
Epworth Investment Management - www.epworthinvestment.co.uk
Royal London Asset Management - www.rlam.co.uk
Sarasin & Partners - www.sarasin.co.uk
Schroders Charities - www.schroderscharities.com

IT & Telecoms
Co-Operative Systems - www.coopsys.net
Hoge 100 Business Systems - www.hoge100.co.uk
iB Solutions - www.ibsolutions.com
Lake Financial Systems - www.lake.co.uk
NEC Philips Unified Solutions - www.nec-enterprise.com
PS Financials - www.psfinancials.com
Sapphire Systems - www.sapphiresystems.co.uk 

Utility Aid Ltd – www.utility-aid.co.uk 

Other Services
Charities Aid Foundation - www.cafonline.org 
Charity Finance Directors' Group - www.cfdg.org.uk 
Royal Institution of Chartered Surveyors - www.rics.org 


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

   5.15hrs CPD



09.15-09.30    CHAIR'S WELCOME
Melvin Coleman, Amnesty International UK

09.30-10.15    OPENING PLENARY

Building a dialogue with donors in the current economic climate pdf icon

This session will look at how charities can shape their dialogue with donors to get them talking and thinking about what really matters, namely results.
Martin Brookes, New Philanthropy Capital

Stream A: RECESSION 1 / Stream B: RECESSION 2 / Stream c: CURRENT ISSUES / Stream D: Personal Development / Stream E: UPDATES 

10.15-11.00    SESSION 1

1A: Reviewing Your Strategy pdf icon

In this session Pesh will look at what strategy is and why it is important, as well as asking does your current strategy still work in the current ecomonic climate?  He will also look at how you review a strategy, what is core to the charity and ways to deliver a strategy.
Pesh Framjee, Horwath Clark Whitehill

1B: Mergers: What are they really like pdf icon

This session will provide insight into how and when a Finance Director becomes involved in a merger.  It will cover areas from the selection of professional advisors to understanding what is required to allow charities to merge. The talk will draw on the recent experience of the merger of Age Concern England and Help the Aged.
Alan Howe, Age Concern England

1C: Developments in Philanthropy pdf icon

This session will explore recent trends in charitable giving and the outlook for giving in the economic downturn.  It will highlight the growing importance of the New Philanthropists and the benefits they can bring to charities.
Susan Mackenzie, Philanthropy UK

1D: Moving from a Corporate to a Not for Profit Environment pdf icon

In this session Tania will be drawing on her experience of moving from a corporate to a not for profit environment in order to compare the two sectors, and discuss the challenges and learning from the change.
Tania Fitzgerald, Scope

1E: Tax & Gift Aid Update pdf icon

This session will focus on current topics and go beyond the basics to include: Tax and VAT implications of consortium bids, Joint ventures between charities and with companies and a look at the Latest on substantial donor rules and other gift aid issues.
Kate Sayer, Sayer Vincent


11.30-12.15    SESSION 2

2A: Cash flow forecasting and management pdf icon

"Income is vanity, profit is sanity and cash is reality.” This session will consider how cash flow forecasting and management can be established. It will also look at managing the increasing risks and decreasing returns on cash.
Rohan Hewavisenti, British Red Cross

2B: An Internal Audit View of Fraud pdf icon

During this session Jill will look into the following areas around fraud: The fraud response team, whistle blowing policy, fundraising controls, charity retail controls, and money laundering.
Jill Reid, WRVS

2C: Squaring things up - Finance and the Strategic Plan pdf icon

This session will consider how your strategic plan links to finances, reserves policies, investment policies and risk. The session will also consider strategic planning in general and how to bring about change, and specifically finance's role within this.
Mark Salway, Care International UK

2D: Managing Change for the new FD pdf icon

In this session Helen will look at what you should do in the first 100 days of a new role, and how you should then approach the changes that you want to put into place following your initial review.
Helen Verney, Jewish Care

2E: The SORP -  the issues and possible ways forward pdf icon

Whilst awaiting details of the ASB's plans for convergence with international standards, the SORP Committee launched research into 'what stakeholders want from the next SORP'.  This session will focus on the initial outcomes of that research, including details of the feedback from roundtable events and the options the ASB might have for achieving convergence.
Ray Jones, Charity Commission

12.15-13.00    PLENARY

What is a CEO looking for from the Finance Director in the current climate? pdf icon

In this session Mark will talk about the need to be a team player, the need for their judgement to be based on the whole business and not confined to accountancy and the need to be involved in the development of corporate strategy.
Mark Watts, RSPCA


14.15-15.00    SESSION 3

3A: Cost Reduction: A Strategic Approach pdf icon

In this session David will look at the following areas.  What is it we do, what are we here for and what are our strategic objectives and priorities?  He will also focus on how we allocate our scarce resources around these priorities, how we meet our strategic objectives while reducing our costs and making cost reduction work - the Seven Deadly Sins!
David Williams, Grant Thornton UK LLP

3B: Best Bid, Right Contract - what can the third and private sectors teach each other? pdf icon

Adrian will talk about some of the fundamentals of good practice in bidding and negotiating public service contracts, drawing on Serco's experience in bidding hundreds of such contracts each year. He will draw on specific case studies, where Serco has worked in partnership with the voluntary sector; and will consider how the two sectors may best collaborate into the future.
Adrian Harrison, Serco

3C: Partnership working –opportunities and risks pdf icon

At a time when many funders but particularly the Government are encouraging partnership working, how should you approach it? What opportunities flow from working in partnership and what are the risks? How do you go about establishing a sound partnership that will genuinely provide a better set of outcomes than could be provided by you alone?
Simon Bass, Action for Children

3D: Personal Organisation pdf icon

Do you work long hours on a regular basis?  Habitually take work home with you?  Find it difficult to 'switch off'?  Are you constantly chasing deadlines?  Do you have more than 10 emails in your inbox or piles of paper on your desk?  If you experience any of these, the chances are that you will get a significant return on your investment by attending this talk which should give you an indication of opportunities to achieve more and improve your work/life balance and reduce stress.
Bob Malloney, Malloney Associates

3E: Charities and Public Benefit pdf icon

This session will give an introduction to the Charity Commission's guidance on public benefit.  Stephen will begin by looking at the key principles and then go on to look at what to do with difficult cases.  Areas to be considered are fee charging, private benefit and the fact that people in poverty must not be excluded from the opportunity to benefit.  He will end by looking into the Charity Commission's approach to these issues.
Stephen Lloyd, Bates Wells & Braithwaite London LLP


15.30-16.15    SESSION 4

4A: Trading Whilst Insolvent: Signs, Actions & Trustee Responsibilites pdf icon

In this session, Richard will discuss the following areas:  What are Trustees and Directors’ overarching responsibilities and what is therefore required of the FD?  He will also look at The Going Concern assumption; Signs of insolvency;  key tasks for an FD to mitigate the risks of insolvency;  Consequences of insolvency on Trustees & Directors and finally, 2009 year end audit procedures and impact.
Richard Weaver, Haysmacintyre

4B: Charity Begins at Home pdf icon

In this session Belinda will focus on some basic and straightforward strategies to help maximise spending power and make the most of precious funds particularly in the tough times we are going through now.
Belinda Prince, Cancer Research UK

4C: IT Effective…is IT transforming your organisation? pdf icon

In these more challenging economic times the spotlight focuses on how IT can deliver change that can really benefit and transform.  In this interactive and fast moving session David will discuss where IT should fit into the Charity Finance Director’s radar in 2009.
David Locke, BMS World Mission

4D: The benefits of flexible working pdf icon

Today we see flexible working becoming more and more in demand.  Could it really work for your organisation?  This session will cover what flexible working actually is, some of the realities and myths of flexible working and the benefits of flexible working to you, your employees and your organisation.
Heather Brierley, DSC

4E: Sustainable Reporting pdf icon

Kate will be discussing the growing field of sustainability reporting, in reference to CFDG's recent publication, 'Sustainability in Practise: Monitoring and Reporting'. She will look at how the expectations surrounding sustainability have changed over the last few years, and what new standards and practises have backed that change. And she will examine what the most advanced organisations are doing on sustainability today, and why.
Kate Hand, CFDG

16.15-17.00    CLOSING PLENARY

The Governments support for Charities in the current climate

Kevin will take us through what the government is doing to support the third sector in the current recession as well as what the government is looking for from the sector at this time.
Kevin Brennan MP, Minister for the Third Sector

17.00-17.10    CHAIR'S CLOSE


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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