2009 - Steering Your Charity Through Changing Times

Wednesday, 24 Jun 2009, 08:45

Overview

Conference Sponsors:

Bank of Scotland 2009 Grant Thornton

Media Sponsor:

Third Sector

 We are delighted to welcome the Rt Hon David Blunkett MP as our closing plenary speaker at this year’s Conference. As Chair of the working group that led to the publication of the Fabian Society report Mutual Action, Common Purpose: Empowering the Third Sector we have no doubt that his views on the sector and its future will be of keen interest.

Our opening plenary session is a joint presentation from the Chief Executive, Dave Marriott and Finance Director, Brian White, from the Together Trust. Taking as their theme Operating in Turbulent Times we will learn how this CEO and FD plan to work together to tackle the current challenges and take their charity forward.

Steering a course through a rapidly changing world means that the role of the finance professional will become ever more demanding. With that in mind the two Conference streams are designed to support you with updates from the corporate sector (Tax and VAT, Public Benefit), the experience of fellow FDs (Charities and Subsidiaries, Tendering in the Current Climate) and a look at the impact that good internal communication management can have on productivity (Challenging Times and Communication Management).

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

With excellent road and rail links from the Midlands and the North we look forward to seeing many of you in Manchester. Book early to ensure your place is reserved.

Download the conference brochure pdf icon

 

The Reception

Conference1

Delegates attending the conference are invited to a reception immediately following the end of the programme.

The reception provides the ideal opportunity to network with speakers and delegates at the end 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 charities' 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.

The following companies are exhibiting at the Northern Conference 2009:

Accounting & Tax Advisors
Grant Thornton UK LLP – www.grant-thornton.co.uk
PKF (UK) LLP – www.pkf.co.uk

Banking
Bank of Scotland Corporate – www.bankofscotland.co.uk/corporate
The Co-Operative Bank – www.co-operativebank.co.uk/corporate
Travelex – www.travelex.co.uk
Unity Trust Bank – www.unity.co.uk

Investment
CCLA - www.ccla.co.uk
Rathbone Investment Management – www.rathbones.com
Sarasin & Partners LLP – www.sarasin.co.uk
Schroders Charities – www.schroderscharities.com

Pensions
The Pensions Trust – www.thepensionstrust.org.uk

Property & Facilities
Utility Aid Ltd – www.utility-aid.co.uk

Other
Charity Finance Directors' Group – www.cfdg.org.uk

Programmes/Presentations

Presentations available below.  Click session titles to download PDFs

 5hrs CPD

09.00–09.30    REGISTRATION

09.30–09.40    CHAIR'S WELCOME
Mark Hilton, Director of Finance & Resources, Museums Sheffield

09.40–10.30    OPENING PLENARY

OPERATING IN TURBULENT TIMES pdf icon

These are turbulent times and as finance professionals we must consider how we steer our charity through them.  The conference opens with David and Brian exploring how the Together Trust is coping, the significant areas of impact, and the essential relationship between the Chief Executive and Finance Director in responding to the challenges and working together to take the Trust forward.
Dave Marriott, Chief Executive & Brian White, Finance Director, Together Trust

10.30–11.00    TEA/COFFEE BREAK & TIME TO EXPLORE THE EXHIBITION

11.00–11.45    SESSION 1

1A: MINIMISING RISK BY ESTABLISHING A TRADING SUBSIDIARY pdf icon

This session will look at the practicalities involved in setting up and operating a trading company to minimise risks from running large scale corporate style events. Roger will draw on LionHeart’s experience in forming and using its trading subsidiary in 2008 and 2009. He will cover legal, taxation, accounting and reporting aspects of the process.  Be warned it is not just a case of buying an off-the-shelf company and rushing in!
Roger Chester, Head of Finance & Administration, LionHeart

1B: INVESTING IN A DOWNTURN pdf icon

This will be practical session where Robert will be looking at investing in a downturn.  He will talk about the impacts on charities in this climate and will provide some practical solutions and options.
Robert Boddington, Partner, Sarasin & Partners LLP

11.45–12.30    SESSION 2

2A: PUBLIC BENEFIT pdf icon

Ros will consider the Charity Commission's general guidance on public benefit and also the supplementary guidances and issues that charity trustees need to address in reporting on public benefit in their annual accounts. In addition she will look at public benefit audits and what these involve in practice.
Ros Harwood, Partner, Dickinson Dees LLP

2B: CHALLENGING TIMES & COMMUNICATION MANAGEMENT pdf icon

Barry will describe why investment of time, effort and money in staff communication has a direct bearing on productivity - not least during a credit crunch.
Barry Mayes, Head of Communications, Luton and Dunstable Hospital NHS Foundation Trust

12.30–13.30    LUNCH & TIME TO EXPLORE THE EXHIBITION

13.30–14.15    SESSION 3

3A: TAX & VAT UPDATE pdf icon

Angela will give an update on tax issues affecting the sector.  She will also talk about tax planning opportunities and pitfalls. Gavin will give an update on VAT issues and planning opportunities relevant to the sector.
Gavin Tucker, Senior Manager & Angela Cross, Senior Manager, Grant Thornton UK LLP

3B: MANAGING RESERVES pdf icon

Keith will look at what constitutes reserves, the requirements for charity reserves policies, how to generate reserves policies with examples, the implications of defined benefit pension schemes on reserves policies and what can go wrong.
Keith Hickey, Chief Executive, CFDG

14.15–15.00    SESSION 4

4A: TENDERING IN THE CURRENT CLIMATE pdf icon

This session, subtitled “We are what we Eat!” will cover practical examples of reducing costs whilst improving quality (some in catering but also looking at general provisions).   Duncan will also describe how St Andrew’s is responding to the challenges presented by the current economic climate.
Duncan Orme, Director of Finance, St Andrews Healthcare

4B: CASH FLOW FORECASTING & MANAGEMENT pdf icon

Cash is King.  In these difficult times it is important to stay on top of cash management and continually review and update forecasts.  Mark will provide some insights from Museums Sheffield's approach.
Mark Hilton, Director of Finance & Resources, Museums Sheffield

15.00–15.30    TEA/COFFEE BREAK & TIME TO EXPLORE THE EXHIBITION

15.30–16.20    CLOSING PLENARY
Sir Stuart Etherington

16.20–16.30    CHAIR'S CLOSE

16.30–18.00    RECEPTION & NETWORKING 

Venue Details

Location

The Palace Hotel, Oxford Street, Manchester, M60 7HA

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Bookings & Prices

Prices


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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