2009 - South West & Wales Conference Cardiff

Thursday, 1 Oct 2009, 09:00


SWW Conference banner 2009

Conference Sponsor:

PKF 2010

CFDG is delighted to announce its first one-day conference in the South West and Wales region as part of the continuing commitment to delivering more of our training and conference programme outside London.

It is particularly pleasing to be able to open the conference with a keynote address from Andrew Hind the Chief Executive of the Charity Commission. Following the keynote address the programme brings together a mix of corporate and voluntary sector speakers to take us through some of the key issues facing finance professionals – throughout the day our speakers will share their expert opinion and practical experience.

During the day there will be ample time to network with delegates and exchange ideas and views on the challenges you face, and to visit the exhibitor stands. The conference can also support your personal development plan with five hours of cpd.

Full details on content for each of the conference sessions will be available from mid-June, but topics and speakers are all confirmed and can be viewed by clicking on Conference Programme – and you can book online to reserve your place now. 

Download the conference brochure pdf icon


The Reception


All delegates are invited to join CFDG at the drinks reception at the close of the day.

The reception provides an excellent opportunity to meet with our speakers, and to extend the networking part 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 this year's South West & Wales Conference:

CCLA Investment Management - www.ccla.co.uk
CFDG - www.cfdg.org.uk
Co-operative Bank plc - www.co-operativebank.co.uk/corporate
PKF (UK) LLP - www.pkf.co.uk
PricewaterhouseCoopers - www.pwc.co.uk/wales
Unity Trust Bank - www.unity.co.uk 


Presentations available below.  Click session titles to download PDFs

  5hrs CPD


09.00-09.30    REGISTRATION

09.30-09.40    CHAIR'S WELCOME
Judith Lewis, St Michael's College

09.40-10.30    OPENING SESSION

Leading from the front pdf icon

Andrew will contrast the breakdown in public trust that we have seen recently in both the private and public sectors with the traditional strengths of the charity sector.  What lessons can these other sectors learn from charities?  And how can charities further build public trust and confidence in the vital work they do by operating for the the public benefit and improving their transparency and accountability?
Andrew Hind, Charity Commission


11.00-11.45    SESSION 1

Tax & VAT pdf icon

This session will cover tax and VAT planning opportunities in these difficult economic times.  The session will be practical and relevant, highlighting the opportunities for maximising reliefs and mitigating liabilities.  Denise and Debbie will also cover cashflow planning and the tax and VAT efficiencies to consider when charities are looking at more ways to raise funds.
Denise Roberts & Debbie Jennings, PKF

11.45-12.30    SESSION 2

Current Issues in Charity Accounting pdf icon

This session will look at some common issues and queries arising in charities when they apply the SORP to their own accounts. These will include Accounting for fixed assets; Deferring income; Accounting for grants payable and Merger accounting.
Kate Sayer, Sayer Vincent


13.30-14.15    SESSION 3

Reporting to the Trustee Board & SUB Committee pdf icon

In these testing timeshow might a Finance Director best manage their reporting to the Trustees and sub-committees?  Charles will talk through both the principles and practicalities of handling these fascinating relationships at a time of economic turmoil.
Charles Nall, The Children's Society

14.15-15.00    SESSION 4

Risk and Reserves in the Current Climate pdf icon

Andy will explain the Trust’s approach to evaluating financial risk and how this feeds into its reserves policy. He will also talk about how the Trust is responding to the challenge of the recession.
Andy Copestake, National Trust


15.30-16.20    CLOSING SESSION

Calculated Risk or Secure Investment? pdf icon

This presentation will focus on the recent merger of Age Concern and Help the Aged from a Wales perspective, reflecting on the intentions and expectations of merging and comparing them with the realities of the process and the final outcome.  It will provide delegates with an understanding of the complexities and the gap between theory and reality in managing such a major change process.
Robert Taylor, Age Concern Cymru and Help the Aged in Wales

16.20-16.30    CHAIR'S CLOSE


Venue Details


Park Plaza, Greyfriars Road, Cardiff, CF10 3AL

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Bookings & 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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