Annual Conference 2018

Wednesday, 23 May 2018, 08:15 - 18:30


CFG’s Annual Conference is the must-attend charity finance event of the year. Bringing together leaders of the UK charity sector, five streams of technical, practical and inspirational sessions, the Conference is the perfect opportunity to network with peers and sector experts.

We’re thrilled to welcome Lynne Berry as our keynote speaker. Lynne has worked with, and held governance roles at many organisations including Breast Cancer Now, Commission on the Voluntary Sector and Ageing, Canal and River Trust, Charity Commission and more. Lynne will discuss leadership and developing a culture of change, something which many charities are going through at present.

This year we’re focusing on personal and team development, with a number of sessions giving you practical tips on how you can empower the finance function to be the most effective and efficient it can possibly be. We will also explore financial plans that drive strategy, as well as diversity, impact, leadership, tax and of course GDPR.

There will be a large exhibition alongside the programme – over 50 exhibitors working in a wide range of service areas will be available for you to meet and ask questions.

Who should attend?

Finance Directors, CEOs, Treasurers, Finance Managers, Senior Accountants, Directors, Charity Consultants and Trustees.

Conference sponsored by
Grant Thornton

Drinks reception sponsored by
Oracle NetSuite

Exhibition stands available. Email to enquire.


For details of the sessions please download the full programme here.


Registration and refreshments


Chair’s welcome – Nicki Deeson, Chair, Charity Finance Group 
Introduction by Caron Bradshaw, CEO, Charity Finance Group
Opening Plenary – Leadership and developing a culture of change – Lynne Berry,
Chaired by Carol Rudge, Grant Thornton


Move to required session








1A – Empowering the finance team
Cara Turtington, Saffery Champness & Charity Client

1B – 7 levels of revenue
Joyce Materego, Child Poverty Action Group

1C – Tax update
Helen Elliott, Sayer Vincent

1D – GDPR: Troubleshooting
Richard Evans, Crowe Clark Whitehill,
Mark Burnett, Kingston Smith

1E – Digital leadership
Paul Thomas, Grant Thornton & Zoe Amar


Break for refreshments



2A – Delivering difficult messages

Eliot Glover, Buzzacott LLP

2B – Creating a financial plan that drives your strategy forward
Anna Williams,
Birmingham Royal Ballet

2C – The value of changing investment managers
Julie Hutchison,
Standard Life Wealth, 
Kate Rogers, Cazenove Charities &
Neville White, EdenTree


2D – Diversity in the workplace
Carla Whalen, Russell Cooke


2E – Developing an agile approach to team management
Rod Willis, Assentire



Move to lunchtime plenary


Lunchtime Plenary – 



Lunchtime workshop: Finance directors as digital leaders (Optional)
Jude Sheeran, Eduserv, David Hawes, Devon Air Ambulance Trust, Sue Hall, Historic Royal Palaces & Caron Bradshaw, CFG





3A WORKSHOP – Growing your vision to create a more vibrant charity
Belina Raffy, Maffick & David Harland, The Eden Project

3B – Managing supplier relationships to increase your bottom line
Pascale Nicholls,
Amnesty International Limited

3C – The challenges of using benchmarking information
Naziar Hashemi & Pesh Framjee, Crowe Clark Whitehill

3D – Effective working between the FD and the Finance and Audit Committee
Kevin O'Brien, Clic Sargent

3E – Embedding innovation in your organisation
Ruth Marvel, Girlguiding


Move between sessions




3A cont. WORKSHOP – Growing your vision to create a more vibrant charity
Belina Raffy, Maffick & David Harland, The Eden Project

4B – Designing a good chart of accounts
Heather Dunlop,
Prostate Cancer UK

4C – Impact made easy – how any organisation can evidence its social value
Fiona Condron, BDO &
Stephen Elsden, Compaid

4D – Understanding the business
Suzanne O'Brien, Trustee, CXK

4E – Shared leadership
Angela Lockwood, North Star


Break for refreshments


Closing plenary - Could our charities become more effective by creating happy workplaces?
Henry Stewart, Chief Happiness Officer, Happy


Closing remarks by the chair


Drinks reception

Venue Details


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

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Bookings & Prices


Due to a changeover in our CRM and finance systems there will be a delay emailing invoices once a booking is received. They make take up to two weeks to be sent, but your booking is still completely valid.
We apologise for any inconvenience caused.

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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