Midlands Conference 2013

Wednesday, 6 Nov 2013, 09:00 - 17:00


We are delighted to be holding our first Midlands Conference at the Hyatt Regency Hotel in Birmingham on 6th November.


This conference is kindly sponsored by




We have a brilliant line up of speakers and a relevant and interesting programme. Opening the conference we have Debbie Pippard, Barrow Cadbury Foundation looking at the future of the sector in the Midlands.


We then have sessions updating you on fraud with Michelle Russell, Charity Commission, the National Fraud Authority, practical issues of SORP presented by Don Bawtree, BDO LLP, annual reports with Alison Baum, best beginnings, commissioning, tax and gift aid.


There will also be a lunchtime workshop given by Rathbones on 'The search for income in a low yield environment'.


The conference will be closed by a panel debate looking at financial leadership and how finance directors translate vision and mission in to process, discussing key points and taking questions from the audience.


During the day there is ample time to discuss issues and share experiences with other finance professionals who are facing similar challenges. The conference can also support your personal development with 5 hours of CPD.


With excellent travel links from the whole of the Midlands, we look forward to seeing you all at the first CFG Midlands Conference in November.


Exhibiting at this year's conference are:




Brewin Dolphin




Chantrey Vellacott DFK


Charities Aid Foundation


Charity Finance Group


The Co-operative Bank


HSF Healthplan


Jupiter Asset Management




Sayer Vincent


Download the available presentations below pdf icon


Registration/Exhibition open


Welcome by the chair
Caron Bradshaw, CFG


Opening plenary – The future of the sector
The voluntary sector has been facing increasing challenges year on year, with cuts in funding and reduced donations leaving some charities struggling to survive. With this in mind, charities are wondering where the sector will be in ten years’ time and what changes and innovation will take place. This plenary will reflect on these questions, offering ideas for the shape of the sector in the future and where innovation and change may take place within the sector in the Midlands.
Debbie Pippard, Barrow Cadbury Foundation


Session 1: Fraud
Michelle Russell, Head of Investigations and Enforcement at the Charity Commission talk about: The risk of fraud and financial abuse in charities – the regulator’s perspective, how it is tackling the problem, the importance of working in partnership with charities and other government agencies to stop fraudsters and ensure charities better protect themselves against abuse. What more can be done. Edward Nkune, NFA will then discuss the findings from the latest Annual Fraud Indicator, highlighting contextual information about where the data sits and the counter fraud landscape as a whole.
Dave Walker, Charity Commission & Neil Gracey, National Fraud Authority


Tea/coffee break & time to explore the exhibition


Session 2Practical issues of the new SORP
With so much expectation around the new SORP, Don Bawtree will discuss what charities need to think about in order to prepare for the new SORP, the key factors to consider and any results that have come out of the SORP consultation.
Don Bawtree, BDO LLP



Session 3 – Annual reports and accounts: telling your story?
The session would cover different mediums, paper and online, for making annual reports and accounts more compelling and helping your charity to effectively engage with your donors, potential funders, beneficiaries and other key stakeholders.
Alison Baum, Best Beginnings


Lunch & time to explore the exhibition


Lunchtime workshop - The search for income in a low yield environment'


Session 4 – Commissioning in the new environment
This session will look at changes in the commissioning process with particular focus on the Midlands. The speaker will discuss how changes have affected the way charities work other organisations, payments by results and how the independence of the sector has been impacted.
Frances Anderson, DWF LLP & Michelle Roberts, Douglas Macmillan Hospice


Session 5: Tax and gift aid update
This practical session will provide delegates with an update about key developments in the tax landscape that impact charities. With the introduction of the gift aid small donations scheme, the new Charities Online system, the changes to gift aid for charity shops and the review of digital gift aid underway, 2013 looks to be a pivotal year for improving the take up of gift aid. Wider developments, such as the introduction of the VAT cost sharing exemption may also bring new opportunities for charities. The session will focus on explaining the rules, offering the practical tips and outline the steps charities need to make in order to plan for and maximise on these developments.
Tony Steinthal, Chantrey Vellacott DFK


Tea/coffee break


Closing plenary: Panel debate – Translating vision and mission to process
Financial leadership has never been more important and this plenary will see sector leaders discuss how finance directors communicate an organisation’s vision into the work of the finance team and how to make this vision align with the role of the finance team. The panel will discuss the key points of being an inspiring financial leader and take questions from the audience.
Hilary Seaward, Cath Lee, Leeds Mencap & Javed Akhtar, Islamic Relief Worldwide


Closing remarks by chair


Venue Details


Hyatt Regency Birmingham, 2 Bridge Street, BIRMINGHAM, B1 2JZ

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Bookings & Prices


  • CFG Member - £105.00;
  • CFG Member Colleague - £115.00;
  • Non CFG Member - £136.00;
  • CFG Subscriber - £168.00;
  • Other Corporate - £273.00;

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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