Northern Conference 2014

Wednesday, 18 Jun 2014, 08:45 - 17:00

Overview

CFG are pleased to announce the 2014 Northern Conference which will be held at The Met Hotel, Leeds on 18 June 2014

Charities play a vital role in society by campaigning for causes, providing much needed advice, support and services to individuals across the UK. They often fill the gap left by the private and public sector for the benefit of the community at large. Charities also face many strategic, operational and financial challenges. To over these challenges and continue this fantastic work long into the future, charities must adapt their strategy to change and manage their finances in a prudent manner to ensure their survival. The role of finance professionals in supporting charities through this journey is vital.

This year's programme is an excellent opportunity to get up-to-date on essential areas affecting your charity. We have put together a varied programme with a blend of technical updates, thought provoking debate and networking opportunities.

This year's two-stream programme includes sessions on key areas such as financial management, funding, social investments, internal audit, gift aid, collaborations and data protection. The conference will be opened by Nigel Davies from the Charity Commission who will look at the new charity SORP.

Confirmed speakers:

Mark Hilton, Head of Finance, Relate (Chair)
Nigel Davies, Deputy Head of Accountancy Policy, Charity Commission
Peter Hartland, Chief Executive, St. Luke's Hospice, Sheffield
Neal Green, Senior Policy Adviser, Charity Commission
Ian Bird, Employee Benefits Adviser, Foster Denovo
Sharon Drew, Pensions Manager, RSPB
Steve Pratt, Internal Audit Manager, Oxfam
Geetha Rabindrakumar, Social Sector Leader, Big Society Capital
Catherine Conway, Director of Finance, Alternative Futures Group
David Smith, Head of Finance, Alternative Futures Group
Malcolm Lynch, Partner, Wrigleys Solicitors LLP
Jane Marshall, Partner, Barber Harrison & Platt
Ian Hempseed, Partner, Hempsons
Tania Cohen, Director of Services and Enterprise, CFG

Confirmed exhibitors:

BDO LLP
Blackbaud
Brewin Dolphin
CCLA
Charities Aid Foundation
Charity Finance Group
The Co-Operative Bank
Grant Thornton
M&G
Premier Pensions
PS Financials
Rathbone Investment Management
Zurich

 

Programmes/Presentations

Download the available presentations below pdf icon

8.45-9.30

Registration and tea and coffee

9.30-09.45

Chair’s welcome
Mark Hilton, Head of Finance, Relate

09.45-10.30

Opening plenary - Charities SORP 2015
Nigel Davies, Deputy Head of Accountancy, Charity Commission

10.30-10.35

5 mins to move between sessions

10.35-11.20

1A – Auto enrolment
Auto enrolment has been implemented for some larger charities and others are embarking on the journey. This session will cover top tips and lessons learnt, including legal, compliance and practical considerations.
Ian Bird, Employee Benefits Adviser, Foster Denovo & Sharon Drew, Pensions Manager, RSPB

1B – Internal audit
Internal audit has a key role to play in understanding and managing risks in a charity and ensuring the implementation of an effective internal control system. Join our speaker to hear top tips for developing a strong risk based internal audit department.
Steve Pratt, Internal Audit Manager, Oxfam GB

11.20-11.50

Tea and coffee break

11.50-12.35

2A – Gift aid
Many charities claim gift aid from donations in order to maximise their income. However, managing the gift aid process, including record keeping and audit requirements has its challenges. Join our speaker who will provide essential guidance for managing gift aid declarations, document retention and preparing for an audit.
Jane Marshall, Partner, Barber Harrison & Platt

2B – Collaborations
More and more charities are collaborating with other charities, government departments and the private sector. This session will cover key considerations for successful collaborations.
Ian Hempseed, Partner, Hempsons

12.35-12.40

5 mins to move between sessions

12.40-13.10

Lunchtime plenary - Hallmarks of an effective charity
Neal Green, Senior Policy Advisor, Charity Commission

13.10-14.10

Lunch

14.10-14.55

3A – Funding
This session will provide you with guidance on planning, managing and reporting on income and expenditure on grant-funded programmes.
Tania Cohen, Director of Services and Enterprise, CFG

3B – Social investments
More opportunities to access capital could transform the potential for the sector to increase its impact. This session will look at challenges and opportunities in the social investment market and explore practical ways in which charities can access the social investment market.
Geetha Rabindrakumar, Social Sector Leader, Big Society Capital

14.55-15.00

5 mins to move between sessions

15.00-15.45

4A – Building stronger charities through improved financial management
This session will provide practical guidance on how to overcome the challenges associated with improving financial management in a charity in order to create a more robust and effective organisation.
Catherine Conway, Director of Finance & David Smith, Head of Finance, Alternative Futures Group

4B – Data protection
Charities have several data protection challenges. You will want to ensure that your staff, donor, client and marketing information are processed in accordance with the requirements of data protection law. Drawing on their previous experience, Malcolm will share his views on how to overcome some of these challenges and avoid pitfalls which may damage your charity’s reputation.
Malcolm Lynch, Partner, Wrigleys Solicitors LLP

15.45-16.15

Tea/coffee break

16.15-16.45

Closing plenary - Creating a culture of trustworthiness
Peter Hartland, Chief Executive, St. Luke's Hospice, Sheffield

16.45-17.00

Chair’s close

17.00

End of conference

Venue Details

Location

The Met Hotel, King Street, LEEDS, LS1 2HQ

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Bookings & Prices

Prices

Prices from17th May:

  • CFG Member - £134.00;
  • CFG Member Colleague - £146.00;
  • Non CFG Member - £154.00;
  • CFG Corporate Subscriber - £217.00;
  • Non CFG Corporate - £286.00;

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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