South West & Wales Conference 2011

Tuesday, 4 Oct 2011, 09:00 - 17:30


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Conference Sponsor:


This is the third time CFDG have run a one-day conference in the South West and Wales. After two highly successful conferences in Wales and Bristol we return to Cardiff this year.

The sector is beginning to understand and feel the full extent of the coalition Government’s policies on its funding, operation, supporters and beneficiaries. The pace and depth of changes needs us to prepare to adapt to a new operating environment. And it is this change that this year’s conference is focusing on.

Kicking off the day we are delighted to welcome Sir Stuart Etherington, Chief Executive of NCVO, to give a “state of the nation” address – sharing his thoughts on the way things are panning out for the sector, its changing shape and what we need to be considering when rising to the challenges we face.

Following the keynote address the programme brings together a mix of corporate and voluntary sector speakers to take us through some of the key issues facing finance professionals. This year, taking your feedback into account, we will be splitting two of our sessions to cover different approaches to the topic, enabling you to choose the most appropriate session for your role and organisation. We hope that this will help you bring your teams with you and provide something for all levels of finance professional whether they are in a ‘leading’ or ‘supporting’ role!

The Charity Commission is facing significant reductions in its funding which have prompted a roots and branches review of its strategy for engaging with charities and managing its regulatory obligations. We are therefore grateful that to close the conference we are joined by the Head of the Charity Commission’s Wales Office, Harry Illes.

During the day there will be ample time to network with delegates and exchange ideas and views on the challenges you face, and to visit the exhibitor stands. The conference can also support your personal development plan with five hours of cpd.

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The Reception

All delegates are invited to join CFDG at the drinks reception at the close of the day. The reception provides an excellent opportunity to meet with our speakers, and to extend the networking part of the day.

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 this year's South West & Wales Conference:

Charities Aid Foundation -
Crowe Clark Whitehill -
Grant Thornton -
Haysmacintyre -
Jupiter Asset Management -
Lloyds TSB Commercial -
M&G Investments -
Newton Investment Management -
PS Financials -
Sarasin & Partners -
Smith & Williamson Investment  Management -


Presentations available below.  Click session titles to download PDFs


09:45-10:00    CHAIR'S WELCOME
Judith Lewis, St Michael's College

10:00-10:30    OPENING KEYNOTE

The State of the Nation

Sir Stuart Etherington, Chief Executive of NCVO will give us his thoughts on the state of the nation.  He will talk about the way things are goings, the shape of the sector and will look to the future to address any challenges we might face.
Sir Stuart Etherington, Chief Executive, NCVO


11:00-11:45    SESSION 1

The Future of Financial Reporting and the Public Benefit Entity Standard: What you need to know pdf icon

UK reporting and accounting practice will be subject to radical changes.  Charities and not-for-profit organisations need to know how and when the proposed developments will affect them.  Guy Biggin of Crowe Clark Whitehill’s Not for Profit group will explore the technical and practical implications of the new reporting regime for not-for-profit organisations.
Guy Biggin, Guy Biggin, Senior Audit Manager, Crowe Clark Whitehill

11:45-12:30    SESSION 2


Now more than ever, charities will be looking for ways to secure their future and manage potential risk. Regardless of the size or nature of your charity, risk management is an important tool. These sessions will aid you in implementing an effective strategy or reflecting on how your current approach can be improved.

Stream A   pdf icon: Embedding Risk at your Charity.  This session will provide you with an overview of approaches to risk management and how risk management can be embedded within an organisation.  It will also look at Charity perceptions of risk and will provide a chance to discuss this.
Alyson Pepperill, Client Projects Director, Oval Insurance Broking & Director of the Institute of Risk Management (IRM)

Stream B   pdf icon: How to develop a Business Continuity Plan.  This session will provide you with a case study that looks at how the Princes Trust used a workshop approach to build their business continuity plan including some of the key challenges  encountered and solutions developed.
Phil Vaughan, Risk Management Consultant, Oval Risk Services & William Hotopf, Deputy Director of Risk and Assurance, The Prince’s Trust


13:30-14:15    SESSION 3

Change Management

Change is a constant theme in the sector - whether you are in a leadership position or part of a team you have a role to play.  As a leader in your charity what can you do maximise the opportunities that change represents and to ensure continual 'change readiness'?  As a member of the team what can you do to ensure you are an agent for change?

Stream A   pdf icon: Identifying the drivers and barriers to change, understanding the impacts, clarifying the benefits, spotting the dangers and acting on that information to give leadership to your charity in tough times.
Sandie Foxall-Smith, Chief Executive, St Peter's Hospice

Stream B   pdf icon:  Surviving organisational change can be a challenge, and there are differing responses.  How can you equip yourself to respond with confidence,  ensuring that your skills and knowledge are brought to bear on the proposals to ensure best possible outcomes.
John Watkins, Director of Learning and Development, PKF (UK) LLP

14:15-15:00    SESSION 4

Funding pdf icon

Securing funding will always be a key concern for charities, and in challenging times such as these you will need to consider innovative and creative ways to obtain financial support. This session aims to show you just some of the avenues available, and give you tips to launching successful bids.

WCVA’s Sustainable Funding Cymru project has been supporting the third sector in Wales to become more financially sustainable for over five years. We encourage organisations to explore opportunities for income diversification: from charitable donations at one end through to grants, tendering, and trading goods and services at the other. Sara will help delegates consider the right ‘funding mix’ for their organisation and provide an overview of the steps involved in achieving financial sustainability including identifying potential barriers, sharing top tips and signpost to further help and support.
Sara Carroll, Sustainable Funding Officer, Wales Council for Voluntary Action

Let's Stick Together is a relationship support programme delivered to first-time parents through postnatal clinics.  It is currently being run by Bristol Community Family Trust in Bristol and Care for the Family is planning to roll it out across the UK.  Funding for this programme was provided by the Department of Education.  Angela will discuss their experience of the bid process and her tips for successful fundraising.
Angela Spreadbury, Director of Finance and Resources, Care for the Family


15:30-16:00    CLOSING KEYNOTE

Charity Commission's New Strategy

Harry will focus on the Commission's new strategic approach and what it means for charities. He will explain that the changes are designed to grant charities greater self-reliance and self confidence and will set out how our new approach is reflected in recently published or updated Commission guidance.
Harry Iles, Head of Charity Commission’s Wales Office

16:00-16:15    CHAIR'S CLOSE


Venue Details


Barcelo Cardiff Angel Hotel, Castle Street, CARDIFF, CF10 1SZ

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Bookings & Prices


  • CFDG Member - £115.00;
  • CFDG Memb Colleague - £127.00;
  • Non CFDG Member - £134.00;
  • CFDG Subscriber - £196.00;
  • Non CFDG Subscriber - £278.00;
  • Exhibitor - FREE;
  • Speaker - FREE;
  • Staff - FREE;
  • Chair - FREE;

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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