14th Annual CFDG Conference

CFDG Perspectives and New Developments

Paul Breckell
(Chair of Charity Finance Directors' Group)

Sustainable Outcomes

Paul Druckman
President, ICAEW

 Presentation

Stream 1
Find your Way in Charity Finance

Stream 2
Regulation and Reporting

Stream 3
Playing it Safe

Stream 4
Sustainable Development

Session A
10:00 - 10:40

A1 Risk and Reward

The major opportunities for third sector organisations
to be funded to deliver public services make it vital that we understand and redefine risk and reward, and negotiate better.

Warren Hatter
New Local Government Network

 Presentation

A2 The Future of the Trustees Report under SORP 2005

How will the emphasis on reporting in the new SORP affect the way charities are managed and governed?

Mike Hicks
Horwath Clark Whitehill LLP

 Presentation

A3 Unified Department, Common Voice?

The Director of the new united HM Revenue and Customs department explains how he expects to help charities through providing guidance, support and interaction.

Mark Nelthorp
HM Revenue and Customs

 Presentation

A4 Gaining Recognition for HR Best Practice

Sonia Bartlett will demonstrate how to gain Financial Times Best Workplace and Sunday Times Best Companies awards

Sonia Bartlett
Advance UK

B1 Embracing Partnership

Some charities use partnerships and consortia with companies to deliver their mission. How can they ensure that all partners can demonstrate measurable benefits and tax efficiency to their stakeholders?

Eddie Finch
Buzzacott

 Presentation

B2 Summary Information Return in Context

This session explores the new opportunities that the SIR brings, and the wider context in which it has been developed and introduced

Caroline Cook
Charity Commission

 Presentation

B3 Keeping Track of Things

How internal audits can be a significant risk management tool to ensure internally your openations are sustainable in the long run.

Gary Mitchell
OXFAM

 Presentation

B4 Sustainable Fundraising

To achieve the most from direct marketing strategies think "long term", think "investment". Long term sustainable cash flows are possible!

Tim Hunter
NSPCC

 Presentation

C1 News on VAT

Following this years Budget, this session gives a summary of VAT issues that charities should consider both for planning purposes and to ensure assessments are right and penalites can be avoided.

Socrates Socratous
SOC VAT Consultants

 Presentation

C2 Impact and Outcome Reporting

Is the balanced scorecard the way forward? HFT has 3 years experience of applying the BSC to measure performance against objectives (both hard and soft) at Board level.

Geoff Wells
The Home Farm Trust

 Presentation

C3 Freedom of Information

The general right of access to recorded information, how to make a valid access request and how this can be of assistance to charities

Stewart Room
Rowe Cohen

 Presentation

C4 CSR

What does this mean? How do CSR concepts affect employees within the charity sector? How can a charity effectively communicate and interact with its employees concerning CSR?

Tim Purcell
CO3

 Presentation

A Preview of SORP Examples

The joint CFDG/Charity Commission publication is previewed by Ray Jones, Charity Commission, Les Jones & Nigel Scott, Minerva

D1 Trading Companies

Recent months have seen changes in charity trading rules. This session looks at group accounts and changes in audit levels for companies and reviews how to maximise business and tax efficiency using trading company structures.

Sarah Campbell
PKF

 Presentation

D2 Identifying, Recording and Reporting on what matters

How can internal and external reporting assist charities in meeting the increasing challenges of ensuring that management, trustees and external stakeholders can see how the charity is meeting effectiveness criteria?

Pesh Framjee
Deloitte

 Presentation

D3 The Cost of Disability Compliance

Does compliance have to be expensive? Assesing what you need to do to comply with disability and accessibility legislation.

Phil Friend
RADAR / Churchill, Minty and Friend

 Presentation

D4 Forecasting and Achieving Sustainable Outcomes

Presenting case studies and examining the tools and techniques that can help charities decide how to allocate resources to achieve the best outcomes, including predictive modelling and portfolio analysis.

Mary O'Callaghan & Ian Harris
Z/Yen

 Presentation

E1 Finance Benchmarking Update

The seminar will present the key findings of the Finance benchmarking study undertaken by CFDG and Agenda Consulting in 2005

Roger Parry & Nigel Scott
Agenda Consulting

 Presentation

E2 Working Beyond Borders

As country borders soften, laws and regulations toughen up. This session looks at the Scottish Charities Act and glances at EU directives.

David Reith
Lindsays WS

 Presentation

E3 Money Laundering and Fraud

This session will look at the implications of the Serious and Organised Crime Act, the lessons from the Tsunami and the "Oil for Food" programme and spotting corrupt countries after FATF.

Don Bawtree
BDO Stoy Hayward

 Presentation

E4 Creating a Sustainable Organisation

In these days of high staff turnover, what can charities do to build an effective organisation?

Frances Hurst
Charity Consultant

 Presentation

Accountability on the Edge

A case study. A first hand account of the events which led to the Diana Fund freezing its assets in July 2003 and some whacky risk management strategies.

Stephen Masson, Princess Diana Memorial Fund. Chaired by David Taylor

Closing remarks.

Paul Breckell
Chair of the Board of Trustees of CFDG.

Reception

The Reception is kindly sponsored by Merrill Lynch Investment Managers