Charity Finance Director's Group

(a charitable company limited by guarantee)

Annual Report and Financial Statements

Registered Charity No. 1054914
Company Number 3182826

 


A review of the role and operation of the regional committees was carried out and agreement was reached on how CFDG’s strategy will be supported and delivered through the regions.

Effective delivery of existing CFDG activities in the regions was a priority for 2006/07. In each of the three regions a planning cycle is now in place to ensure that dates for member meetings are fixed 12 months in advance, topics and speakers for all events confirmed on a rolling six-month timetable and the events are promoted to the membership through a regular communication programme.

To support CFDG’s broader review of strategy, discussion groups were held in each region to determine what members value most in the current range of services and benefits and to identify potential areas for development. During the year, expansion of CFDG activities in the regions beyond the regular member meetings was identified as an important opportunity.

Information is provided to members through a variety of means including monthly mailings, meetings, conferences and other events. However, the CFDG website continues to be developed as the primary medium for delivering information not just to the existing membership but also to the wider sector and public audience. The website had more unique visitors and more documents downloaded (55,000) than ever before.

Chart showing website unique visitors and documents downloaded

Help lines for members were provided by: Deloitte (accounting and tax), John Tate (IT), Charles Russell (legal) and JP Morgan Fleming (investment). We also provide support for special interest groups: the Overseas Special Interest Group (“OSSIG”), Entry Level Software Special Interest Group (“ELSSIG”), Sage Users Special Interest Group and newly introduced discussion forums for regional members as well as more general networking between members to help them contact others with direct experience of issues and good practice in any area. In addition, numerous requests for advice and guidance from members and others were dealt with directly by CFDG during 2006/07.


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Page 4 - Annual Report and Financial Statements 2007