SW & Wales conference - Bristol

Wednesday, 17 Oct 2012, 09:00 - 16:30


 SWW 2012

To download a PDF copy of the programme click here. pdf icon

This conference is kindly sponsored by:


Welcome to our fourth CFG South West and Wales Conferences, this year in Bristol.

You will have seen that our name and strapline have changed this year and we hope that this year's programme really does inspire financial leadership within you and your teams, as well as giving you the technical and update information you need.

This year's conference will be opened by Kevin Gardiner from Barclays giving an overview of the economic climate for the next 12 months. We then have sessions updating you on changes to the accounting framework, the latest tax and VAT developments, reducing back office costs, collaboration, cash management and Pensions legislation. The day is then brought to a close by inspirational FD turned CEO, Petra Ingram, The Brooke. These experts will share their knowledge and experience and I hope you will get to quiz them and network with your peers.

Last year's two stream programme went down really well and we are delighted to again be bringing you a choice of sessions to help you tailor your day to meet your needs.

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 with 5 hours of CPD.

The reception

All delegates are invited to join CFG 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 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 and network during breaks.

Exhibiting at this year's South West & Wales Conference are:

Barclays www.barclays.co.uk

Brewin Dolphin www.brewin.co.uk

CCLA www.ccla.co.uk

Charity Finance Group www.cfg.org.uk

Crowe Clark Whitehill www.crowehorwath.net/uk/

Ecclesiastical Investment Management www.ecclesiastical.com/foryou/investments/index.aspx

Grant Thorton www.grant-thornton.co.uk

Haysmacintyre www.haysmacintyre.com

HSF Healthplan www.hsf.eu.com/uk

Jupiter www.jupiteronline.co.uk

M & G www.mandg.co.uk

Newton www.newton.co.uk/charities

PKF www.pkf.co.uk

Sarasin & Partners LLP www.sarasin.co.uk







To download the presentations for each session, click on the speakers name. pdf icon




Chair’s welcome

Gill Gibb, Chief Executive, Canterbury Oast Trust & Rare Breeds Centre & CFG Trustee

Diane Bassett, Head of Corporate Services, South West Lakes Trust


Plenary – State of the economy

Kevin Gardiner will provide an overview of the outlook for the economy and investment markets. His session will focus on some of the key themes affecting the charity sector, for example inflation, employment, public funding cuts, and the appropriate asset allocation for charitable funds.

Kevin Gardiner, Managing Director & Head of EMEA Investment Strategy, Barclays


Tea/coffee break & time to explore the exhibition


Session 1 – Accounting update

Kate Sayer will cover the latest on the changes to the accounting framework for charities. This will include an update on Accounting Standards Board consultations on convergence with IFRS, and the latest on the charities SORP review.

Kate Sayer, Partner, Sayer Vincent


Session 2A – Managing costs/reducing back office costs

Bob will discuss managing costs, covering topics such as organisation outline and structure, funding context & streams, business models, driver for efficiency savings, reducing employment, supplier and back office costs, the impact on organisation positioning, and cultural issues and reconciling commercial disciplines with charitable values.

Bob Lowndes, Chief Executive, Wessex Autistic Society

Session 2B – Collaboration Sharing services across traditional public service boundaries is essential to improve public outcomes, especially in supporting vulnerable people. Local authorities and voluntary sector in particular need to work more closely together. To do this, systems need to be linked and teams need to operate jointly around individual citizen needs. This will enable better use of scarce resources which are currently locked into different areas – sharing specialist tools in particular can reduce costs of procurement and ownership, and allow information re-use. This talk will be a perspective of a Local Authority, drawing in particular on the work being undertaken across Hampshire to share services.

Jos Creese, CIO, Hampshire County Council


Lunch & time to explore the exhibition


Session 3 – Tax & VAT update

Tony and Andrew will provide an update of the latest tax and VAT developments relevant to the sector, outlining how these will affect charities and what charity finance professionals should be doing in light of the changes. The session will include details of implementation of the VAT cost sharing exemption, other charity-specific measures included in the Finance Bill 2012 and anything arising from Budget 2012.

Tony Moorby, Tax Director & Andrew Payne, Senior Manager, PKF


Session 4A – Cash management

The session will cover making the most from treasury management including planning and understanding the risks, and the impact of good cash management during The National Star Foundation’s recent successful capital fundraising initiative.

Guy Biggin, Partner, Crowe Clark Whitehill LLP &

Kate Green, Director of Fundraising and Business Development, National Star Foundation

Session 4B – Pensions 2012


Pension Risks in 2012:

· Investment risks

· Longevity risks

· Scheme structure risks

Salary Exchange and the benefits to members and employer alike:

· The argument for a salary exchange

· The financial benefits for both parties

· The right way to do it

· The intangible benefits

Niel Gavin, Development Director, Oval Financial Services


Tea/coffee break & time to explore the exhibition


Plenary – FD to CEO

A successful FD is often the perfect candidate to promote to CEO, so why don't we see more people making the transition? This session will give you an opportunity to hear Petra speak about her own experience, having spent 6 years as a Charity FD and then the last 3 years as a Charity CEO. It has been a journey of highs and lows, and in her very open style will speak about what she has learnt and share her views about what you can do to be successful in your ambitions.

Petra Ingram, CEO, The Brooke


Chair’s close


Reception & networking


Venue Details


The Bristol Hotel, Prince Street, BRISTOL, BS1 4QF

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Bookings & Prices


  • CFG Member Colleague - £105.00;
  • Non CFG Member - Charity - £126.00;
  • CFG Subscriber - £158.00;
  • Other Corporate - £263.00;
  • CFG Charity Member - £95.00;
  • Staff - FREE;
  • Exhibitor - FREE;
  • AD Guest - FREE;
  • Speaker - 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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