Risk Conference 2013

Tuesday, 26 Nov 2013, 09:00 - 17:30

Overview

This conference is kindly sponsored by:

 Ecclesiastical 2013

 We continue to live in challenging times. The demand on our charities’ services grows, scrutiny of public institutions increases and the availability of funding is uncertain. In these difficult times it is inevitable that some charities will face real threats to their viability. A truly embedded risk process could tip the balance in favour of survival and indeed growth.

Good risk management can reduce the uncertainty of outcomes and identify opportunities for change. But what is ‘Good’ risk management? This conference will be trying to identify some of the characteristics that distinguish genuine, embedded risk management from merely ‘going through the paces’.

Your charity will look to its finance professionals for leadership on the risk issues. This means that you need to pro-actively identify the risks and the opportunities facing your organisation. The risk landscape gets more complex every year as new risks loom on the horizon such as those linked to online fundraising and terrorism and the anti-bribery legislation.  But, you will also need to help your charity in some of the broader risk areas, for example – due diligence and collaborative working, operating internationally and the good governance.

CFG has once again brought all of these elements together in the 2013 Risk Conference. 

We look forward to welcoming you to a day that is designed to give food for thought and practical advice.

Exhibition
Exhibiting at this year's conference are:

Bluefin Insurance Services

Charity Finance Group

Charity Property Help

Ecclesiastical Insurance

Sayer Vincent

Zurich

Programmes/Presentations

09:00 – 09:30

Registration and time to explore the exhibition

09:30 – 09:45

Introduction and welcome by the chair
Ian Theodoreson, Chief Finance Officer, Church of England and Chair, CFG Board of Trustees

09:45 – 10:20

Opening plenary: Risk, reputation and crisis
Reputations take a long time to build, but can be destroyed overnight. Charities are particularly vulnerable. People, politicians and the media expect charities to be effective and moral. But effectiveness is often hijacked by errors or external events and what is moral is usually a matter of opinion.

Trevor Morris, Visiting Professor in Public Relations, The University of Westminster

10:20 – 10:25

5 minute transfer time

10:25 – 11:10

Implement risk management: exploring the myth of one size does not fit all
The implementation of a risk management framework, which is supported by policies, procedures and controls, is essential to achieving a charity’s goals. This session will cover different approaches to risk management, focusing on what works well, what are some of the challenges and how they can be overcome. Discussion will also be focused on how charities can implement proportionate and effective risk management irrespective of size.

Jan Cadby, Business Risk Manager, The National Trust
Judith Moran, Director, QSA

11:10 – 11:40

Morning break and time to explore the exhibition

11:40 – 12:10

Embedding risk management in your organisation
As charities try to focus on making risk management really work it is important that it is seen to add value rather than be a tick box exercise. Too many risk registers are long lists of what can go wrong and embedding risk management in a way that works to add positive result needs more. More linkage with strategic aims, more focus on missed opportunities, more consideration of risk appetite and more thinking of what risks need to be taken and what risks should be avoided.  This session will consider these issues using real life examples to unpick the theory and focus on what works in practice.
Pesh Framjee, Partner, Head of Not for Profit, Crowe Clark Whitehill
Kris Murali, Group Director of Finance and Resources, Sense

Protecting your brand: looking after your intellectual property
The brand of a charity is one of its most valuable assets and an example of intellectual property. It is therefore important that a charity looks after its brand and secures rights over it. However, acquiring rights over intellectual property is not an easy journey; the law is complex and there are multiple intellectual property rights such as copyrights, trademarks, patents and designs.

How does a charity protect its intellectual property?

What are some of the challenges and pitfalls to avoid?

Brian Miller, Senior Associate and IP / IT Specialist Corporate & Commercial Team, Stone King LLP

12:10 – 12:15

5 minute transfer time

12:15 – 12:50

Reviewing your pension arrangements: Risk and opportunities
(This session will be a closed session held under Chatham House rule)

With some charities in defined benefit pension schemes facing large and growing deficits and auto-enrolment coming into effect, the charity sector is facing a range of pension challenges. Many charities are reviewing their current pension arrangements, including types of schemes and pension providers. This session will focus on the management of the financial aspects of this, alongside the threats and risks that a pension deficit could represent and how to determine appropriate contribution levels for auto-enrolment.

Kevin Barnes, Director of Finance, Barnado’s
Jane Tully, Head of Policy & Public Affairs, CFG
Iain McSeveny, Head of Finance & Data Analysis, Amnesty
John Tranter, Former Director of Finance at Mencap and Chair of the CFG's Pension Maze Report 

12:50 – 13:50

Lunch & time to explore the exhibition

During the lunch break, Ecclesiastical and Plexus Law will be hosting a 30 minute workshop with a real life case study from the Books for life charity.

The workshop will cover:
Claims case study from the Books for Life charity
The Books for Life charity will discuss a personal injury claim brought against them by an individual from a work experience scheme. The Claimant allegedly sustained injury following a fall at work, apparently caused by an overly cluttered thoroughfare. The claim raised a number of issues ranging from did the accident actually occur/occur as alleged, to what was the Claimant’s status (i.e. was he an employee or a simple visitor?), to the suitability of the systems the charity put in place to ensure their premises were safe.
 
Risk and legal advice from Ecclesiastical and Plexus Law
Ecclesiastical and Plexus Law will discuss how they formulated at strategy to defend the case taking into account the litigation risks associated with the case primarily emanating from the fact that the alleged accident was not witnessed (the only direct evidence the court would hear on this issue would come from the Claimant himself) and the lack of documentary evidence confirming the charities safety inspections.

13:50 – 14:30

Data protection: New guidance for charities
In their day to day operation, charities handle data from a wide range of stakeholders, including beneficiaries, funder and volunteers. This session will focus on the new Information Commissioner’s Office (ICO) guidance aimed at how to handle data, which includes best practice and suggestions for improvement.

Kai Winterbottom, Group Manager - Godd Practice, Information Commissioner's Office

Managing people risk in changing times
This session will discuss managing morale in uncertainty, focusing on aspects such as downsizing, restructuring and merging.

Mark Merrill, Independent Consultant and FInance Director of the Royal College of Ophthalmologists 

Anand Shukla, Chief Executive, Family and Childcare Trust

14:35 – 14:40

5 minute transfer time

14:40 – 15:25

Public sector contracts: Top tips and pitfalls to avoid
This session will focus on practical strategic and operational issues relating to contracts for the delivery of public services, including legal and financial considerations.

Martyn Oliver, Chief Executive, 3SC

Preventing financial fraud
This session will focus on developing a robust internal control framework to prevent fraud. It will provide an opportunity to learn from other charities.

Carl Watson, Assistant Manager, Chantrey Vellacott DFK

15:25 – 15:55

Afternoon break and time to explore the exhibition

15:55 – 16:40

Social media: Friend or foe?
Social media is an important tool for helping charities to support their strategy. However, like many tools, it needs to be properly managed. This session will focus on how organisations can reap the benefits of social media whilst at the same time managing the wider risks associated with using social media in your organisation.

Bertie Bosrédon, Digital & Social Media Consultant

Kathryn Haigh, Associate, Mills & Reeve LLP
Paul Knight, Senior Solicitor, Mills & Reeve LLP

Developing and implementing a business continuity plan
This session will cover the key steps a charity should go through in identifying key continuity risks, considering business impacts, developing practical strategies for responding to events, and generally being well prepared and tested.  Grant Thornton UK LLP will share some approaches  to these, explaining how IT provision fits in, and exploring how some of the new solutions (such as cloud computing) can be harnessed to help.

Phil Keown, Director, Grant Thornton UK LLP

16:40 – 16:45

5 minute transfer time

16:45 – 17:20

Closing plenary: Effective Leadership - The key to risk management
Recent research has highlighted the role of leaders and leadership in implementing effective risk management strategies. But what are these roles and what are the implications for UK charities? This concluding session explores these issues and highlights what leadership capabilities are needed to promote sustainable and effective risk management strategies for the future.  This session will help you assess how your leadership capability measure up against these.
Professor John Hailey, Cass Business School

17:20 – 17:30

Chair’s closing remarks
Ian Theodoreson, Chief Finance Officer, Church of England and Chair, CFG Board of Trustees

Venue Details

Location

Inmarsat, 99 City Road, LONDON, EC1Y 1AX

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Bookings & Prices

Prices

  • CFG Member - £138.00;
  • CFG Member Colleague - £149.00;
  • Non CFG Member - £198.00;
  • CFG Subscriber - £276.00;
  • Other Corporate - £413.00;

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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