Finance in Grantmaking Special Interest Group Meeting - June 2017

Thursday, 22 Jun 2017, 11:45 - 14:30


Paper-free grant making

’Going paperless’ is suggested as a means for grant makers to save money and drive efficiency. New technologies provide systems to enable a paperless office, but with them come questions around the legal requirements for record keeping and due diligence.

Fears around data protection and how data will be securely stored are also barriers, particularly in light of the forthcoming implementation of the GDPR and questions around the safety of storing data on cloud-based systems.

How can grant-making organisations overcome these barriers to move towards a paperless model, and how can you shift your organisation’s mindset in order to to make the change?


11:45-12:00 Arrival and refreshments
12:00 - 12:05 Introduction by the Chair
Welcome and introduction to the meeting
Caron Bradshaw, CEO, Charity Finance Group
12:05 – 12:15 Icebreaking session
12:15 - 13:00 Session 1: Pros and cons of going paperless
This case study outlines the experience of making the leap to paperless. Arati will explain the challenges and how they were overcome; explore the technology that is available and steps taken to encourage his organisation to make the transition.
Arati Patel, Director of Finance and Operations, Barts Charity
13:00 - 13:30 Working lunch and discussion
13:30 – 14:00  Session 2: Managing data protection
For all charities, security in managing and storing data is a priority. Does digitising your data increase the dangers of information falling into the wrong hands?
This session will outline how to manage your record storage in line with the ICO’s expectations, with a focus on the adoption of the GDPR and issues of security for cloud-based systems.
John Sharples, Technical Manger and Implementation Consultant, Buzzacott 
14:00 – 14:20 Discussion session
14:20 – 14:30 Chairs' summary
14:30 Meeting close

Venue Details


Cazenove Capital Management, 12 Moorgate , LONDON, EC2R 6DA

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Bookings & Prices


  • CFG Charity Member - FREE;
  • ACF Member - 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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