Annual Conference 2013

Wednesday, 8 May 2013, 08:30 - 17:00



*Please note that as the majority of CFG will be at the Annual Conference there will be a skeleton staff in the office so there may be a delayed response*


The CFG Annual Conference is the must-attend event of the year for all finance professionals in the charity sector, and we are delighted to open bookings for the 2013 conference.

The conference is kindly sponsored by:

Grant Thornton

The drinks reception is kindly sponsored by:


Media partners:

Charity Times


There are five streams this year:

  • Understanding accountability
  • Funding and financing your organisation
  • It's all about the people
  • Managing your assets and reducing costs
  • Collaborate, cooperate and combine

This years conference programme will include topics and sessions such as pensions, the challenges of SORP, revolutionising your reserves and performance reporting taster session. There will also be interactive workshops where delegates will be able to take part in discussions and learn practical skills that can be used in your everyday working life.

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 charity’s 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 stands during breaks.

The following companies are exhibiting at the 2013 CFG Annual Conference:

Accounting & Tax Advisors

Grant Thornton

Kingston Smith

Sayer Vincent






Saffery Champness

Baker Tilly



INTL Global Currencies

The Co-operative Bank

CAF - Charities Aid Foundation

Triodos Bank


UBS Wealth Management


Brewin Dolphin





Sarasin & Partners

J O Hambro



Thomas Miller

Aberdeen Asset



Ecclesiastical Insurance


HR & Recruitment

HSF Healthplan

Morgan Law

Hays Senior Finance

Allen Lane


IT & Telecoms


PS Financials

Advanced Computer Software

Sapphire Systems

IRIS Exchequer





NOW Pensions



Charity Financials 

Properties and Facilities

Diversity Travel

Key Travel


Download the conference programme here pdf icon

The presentations are below the videos

Hear from the experts at our annual conference - each one has a transcript pdf that can be downloaded

Opening plenary:- Matthew Taylor, The Royal Society of Arts


1A: Accountability:- Joe Saxton, nfpSynergy


1B: Fundraising & finance:- Catherine Miles & Alan How, Anthony Nolan


3A: The Challenges of SORP:- Rui Domingues, Friends of the Elderly


3E: Contracting skills:- Fiona Sheil, NCVO


3E: Contracting skills:- Roger Metcalf, Capita


4A: Annual report assessment:- Lynne Robb, Cancer Research UK,


4A: Annual report assessment:- Shaun O’Dell, Mexborough & Swindon Astronomical Society


4A: Annual report assessment:- Graham Ward, Independent Commission for Aid Impact (Chair)


Closing plenary: The importance of financial leadership:- Peter Holbrook, Social Enterprise UK


Closing plenary: The importance of financial leadership:- Sam Younger, Charity Commission



Session 1A: Accountability
Kate Lee, Myton House Hospice & Joe Saxton, nfpSynergy

Kate Lee will discuss ‘why bother making your organisation more transparent?’ She will identify some key areas of competitive advantage that could be realised from being more proactively open. Joe Saxton will set out a 5 step approach to accountability and how organisations should make sure that they are delivering to their stakeholders.


Session 1B: Fundraising & finance
Catherine Miles & Alan How, Anthony Nolan

Charity fundraising and financing teams have many interests in common, and should be natural partners. This session will explore how the two functions can work effectively together for the benefit of both. They will encourage the audience to share issues they may be encountering and debate some possible solutions.



Session 1C: Finance team as a driver for change
Pesh Framjee, Crowe Clark Whitehill LLP

Financial management is an integral part of any organisation and with tightening budgets and a difficult economy this has never been more important. This case-study based session will look at how charities improve their financial management by reviewing and benchmarking their finances and reforming their financial processes, changing attitudes towards risk and adopting different strategies.



Session 1D: Auto-enrolment
Martin Thompson, Premier & Kevin Barnes, Barnado’s

This session will provide lessons and tips to help charities plan their auto-enrolment journey. Drawing on their experience, Kevin and Martin will outline the steps that charities need to take to prepare for auto-enrolment, focussing the options in terms of contributions and schemes, communications with employees and system requirements.



Session 1E: Managing the board
Ian Theodoreson, Church Commissioners & Caron Bradshaw, CFG

This session will focus on forming the right board, building strong and effective relationships and getting the right people involved. Using their previous experiences the presenters will also look at success factors and what type of information they provide to the board to give them confidence in the financial management of the charity.



Session 2A: Performance reporting
Kate Sayer, Sayer Vincent

With a focus on organisational performance, this workshop will help to get your thinking started about how you can work with colleagues on performance reporting.


Session 2B: Revolutionising your reserves
Kevin Geeson, Dyslexia Action & Ian Hanham, EveryChild

Do you approach your reserves with reserve? Or do you take a rather more dynamic approach? Here an expert panel of charities will talk through their experiences of revolutionising their reserves to achieve more for their charity’s beneficiaries.



Middle Plenary - Adrian Randall Prize - Hilary Seaward

Hilary Seaward presents her prize-winning idea.


Session 3A: The Challenges of SORP
Ray Jones, Charity Commission & Rui Domingues, Friends of the Elderly

The session will look at the new framework and the timetable for implementation of Charity SORP. The speakers will identify some of the issues where sector feedback on the forthcoming SORP consultation will be vital.



Session 3B: Trading Up
Mark Hallam, Marine Society & Sea Cadets, Alan Sharpe, RSPB & Pesh Framjee, Crowe Clark Whitehill (Chair)

Delegates can expect to hear about tax, legal and ethical considerations, along with personal experiences about the move to trading.



Session 3C: Building a winning team
Mindy Kilby, Royal Opera House

How can you ensure your best people work to their full potential, why do people leave organisations and what is a ROAD warrior? Come and gain essential insights into what it takes to build a high performing team.



Session 3E: Contracting skills
Fiona Sheil, NCVO & Roger Metcalf, Capita

This session provides a taster to the Cabinet Office’s ‘commercial masterclasses’ aimed at helping charities to capitalise on opportunities to deliver public services. The session will focus on identifying, managing and challenging risks in subcontracting relationships.



Session 4B: Financing growth
Kevin Williams & Craig Edmonson, KIDS

This session will take a case study based approach to growth, hearing from a charity that explored different options and how they financed growth through loans, investment in fundraising, expanding trading activities and public services.


Session 4C: Putting your point across
Nicki Deeson & Hannah Clack, Alzheimer’s Society

Communications are a key part of everyday life and getting the basics right can be the difference between being heard or not. This specially tailored, interactive workshop is based on work Alzheimer’s Society done with their own in-house finance team.


Session 4D: Outsourcing
Vivien Holland, Grant Thornton UK LLP

This session will explore some of the lessons learned from outsourcing projects and give you some practical advice on how to make such relationships succeed. Whether you are thinking about outsourcing or are already in an outsourced relationship.


Session 4E: Challenges of delivery public services
John Tizard, Strategic advisor & commentator

Charities and social sector organisations have great opportunities to collaborate with each other and with the public and business sectors but only if they can remain true to mission and values; are focused on their beneficiaries; and the collaborative arrangement is sustainable, and commercially and financially robust; and there is real fit with the partner(s).


Final speakers confirmed:

Plenary speakers

  • Matthew Taylor, Chief Executive, The Royal Society of Arts
  • Steve Webb MP, Minister of Sate for Pensions - speaking at 1.30pm
  • Jonathan Dimbleby
  • Debra Allcock-Tyler, Chief Executive, Directory of Social Change
  • Sam Younger, Chief Executive, Charity Commisson
  • Su Sayer, Co-Founder & Chief Executive, United Response
  • Peter Holbrook, CEO, Social Enterprise UK  


  • Ian Theodoreson, Chief Finance Officer, The Church of England & CFG Chair
  • Kate Lee, Chief Executive, Myton House Hospice & Joe Saxton, Founder and Driver of Ideas, nfpSynergy
  • Catherine Miles, Fundraising Director & Alan How, Finance Director, Anthony Nolan
  • Pesh Framjee, Partner and Head of Non Profits, Crowe Clark Whitehill 
  • John Reeve, Head of Consultancy, Martin Thompson, Director, Premier & Kevin Barnes, Director of Finance, Barnodo's
  • Kate Sayer, Partner, Sayer Vincent
  • Kevin Geeson, CEO, Dyslexia Action & Ian Hanham, Director of Corporate Resources, EveryChild
  • Cheryl Gowdie, Managing Director, Buzzacott Human Resources
  • Mark McGarry, Direct Tax and Charities Partner & Alison Hone, Senior Manager, Charity VAT, Saffery Champness
  • Katy Mecklenburgh, Finance Director, Serco Home Affairs & Fran Pollard, Business Development Director, Catch22
  • Ray Jones, Head of Accountancy Policy, Charity Commission & Rui Domingues, Head of Finance and ICT, Friends of the Elderly
  • Mark Hallam, Sea Cadetts & Alan Sharpe, RSPB
  • Mindy Kilby, Royal Opera House
  • David Renton, Finance and Development Director & Gail Macdonald, Estates Manager, Guys and St. Thomas' Charity
  • Fiona Sheil, Public Service Delivery Network Officer, NCVO & Andrew Brockie, Strategy and Development Director, Capita
  • Graham Ward CBE, Chief Commissioner, Independent Commission for Aid Impact, Lynne Robb, Chief Finance Officer, Cancer Research UK & Shaun O'Dell, Mexborough & Swindon Astronomical Society
  • Kevin Williams, Chief Executive & Craig Edmonson, Finance Director, KIDS
  • Nicki Deeson, Head of Finance & Hannah Clack, Media Manager, Alzheimer's Society
  • Oliver Colling, Associate Director, Grant Thornton UK LLP
  • John Tizard, Strategic Advisor and Commentator on Public Policy and Public Services

Venue Details


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

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Bookings & Prices


  • EARLY BIRD: CFG Member Colleague - £200.00;
  • CFG Corporate Subscriber - £379.00;
  • Other Corporate - £562.00;
  • Non CFG Member - Charity - £262.00;
  • CFG Member - £211.00;
  • CFG Member Colleague - £224.00;
  • EARLY BIRD: CFG Member - £190.00;
  • Small Charity less than £1m income - £169.00;
  • EARLY BIRD: Small Charity less than £1m income - £151.00;

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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