15th Annual CFDG Conference

Registration / Welcome
8:30 - 9:15 / 9:15 - 9:30

Welcome by Keith Hickey, Chief Executive, CFDG

Introduction by Chair, Paul Breckell, Chair, CFDG

Plenary
9:30 - 10:15

Keynote: Have you bean-counted? - The role of strategic financial management in a beyond profit economy

Geraldine Peacock, Chair of the Charity Commission, will look at how finance relates to the reality of today's world. She will look at diversifying charities' funding bases, sweating and recognising your assets, collaboration and new partnerships between sectors, pooling reserves and unclaimed assets. She will also ask the question how charities can be business-like but not like a business, and open the view to new ways of looking at finance in the sector.

Geraldine Peacock, Chair, Charity Commission

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Stream A
Finance in the Organisation

Stream B
External Influences on Finance

Stream C
Public Service
Provision

Stream D
Performance, Reporting & Impact

Session 1
10:15-11:00

1A The Odd Couple

Travelling to the same destination - but one choosing the rocky road and the other the primrose path! This session explores the dynamics of an FD/CEO relationship and different ways to work towards a charity's objectives.

Bonny Young & Terry Veitch
Community Network

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1B Charity Law & Practice Update

The Charities Bill may be lost in the long grass of Government, but the development of regulation continues apace. This session will focus on two significant new non-statutory initiatives - the self regulation of fundraising and the Code of Governance.

Anne-Marie Piper
Farrers

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1C Winning with Contracts

Sound contracts are the base for efficient public service provision. How can charities ensure they are getting contracts right and thereby maximising the benefit and sharing the risks of service provision adequately with the public sector contract partner?

Chris Harris
Action for Blind People

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1D Impact and Image

An overview of various research papers which have looked at the image and impact of the Voluntary Sector. What do such findings mean for the Charity Finance Director and how should they respond is then explored.

Prof Paul Palmer
Cass Business School

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Break
11:00 - 11:30

Tea & coffee break and time to explore the exhibition

Session 2
11:30-12:15

2A The Marketing-Finance Link

This session will reveal how two people have built a strong relationship between them and their departments and how the organisation benefits from their skilful blending of optimism and scepticism.

Melvin Coleman & Kerry Hutchison
Amnesty Intl UK

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2B Getting the most from Gift Aid

Charities still do not maximise gift aid on donations, and are also struggling to comply with the regulations. This session covers key aspects of gift aid, including databases and ways to get it right.

Helen Elliot & Steve Smythe
Sayer Vincent

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2C Negotiating Sound Contracts

Is the key for cooperation with public sector agencies. This interactive session looks at how to anticipate scoring and evaluation systems, avoid contractual pitfalls and use an evidence-based approach to funding applications.

Derek Smith
Action Planning

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2D Developing Strong KPIs

Integrating strategic planning, performance measures and risk management. How KPIs can help analyse trends, provide management information for decision-making, help set strategic direction and manage risk.

Rohan Hewavisenti
Breast Cancer Care

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Plenary
12:15-13:00

The Finance Function - Much more than bean-counters.

The finance function of the future has arrived, yet there is some uncertainty and CEOs and trustees often do not recognise the true contribution that can and should be made by the finance functions. Is this because sometimes the finance function does not recognise it either? This session looks at the strategic role of finance and the evolving role of the FD in facing the new times and the new challenges.

Pesh Framjee, Head of the Not for Profit Unit at Deloitte and Special Advisor to CFDG

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Lunch
13:00-14:15

Enjoy the hot buffet lunch and explore the exhibition

Session 3
14:15-15:00

3A The Other Side of Finance

A great deal can be achieved through influencing and so-called political negotiation that can effectively complement traditional financial skills and lead to powerful collaborations with other organsiations.

Dr John Low
RNID

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3B The International Context

Are we at risk of being isolated by global accountability under IAS? What about EU developments? What standing will the SORP have for the proposed new legal form of pan-European charitable foundations?

Greyham Dawes
Horwath Clark Whitehill LLP

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3C The Public Sector Partnership

How is government policy developing to ensure that the third sector can play a full role in the opportunities offered by public service reform? How does the government expect public sector authorities to operate, what are its plans to ensure this happens?

Richard Clarke
VCS Partnership & Delivery Unit, Home Office

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3D Reporting on Impact

Marie Curie is one of the pioneers of Impact Reporting in the sector. What effect did the publication of its first Impact Report have on the organisation, both internally and in relation to external stakeholders?

Claire Newton
Marie Curie

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Break
15:00-15:30

Tea & coffee break with time to explore the exhibition

Session 4
15:30 - 16:15

4A Interacting with the Media

What do you need to know about handling media issues? How should you be preparing, and budgeting, for both planned communications and the unplanned worst nightmare? What support will you need from colleagues, and how should you be advising them?

Caroline Diehl
The Media Trust

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4B The Value of Brands

Managing your charity's image - the greatest asset your organisation has. This session will look at brand assets, why they're important and how you can make them work even harder. Beware - this session is interactive, nobody will fall asleep: guaranteed.

Joe Saxton
nfp Synergy

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4C Full Cost Reocvery Revisited

One of the key challenges in delivering public services remains full cost recovery. This session will provide a refresher on full cost recovery models and issues, with particular reference to issues around the use of volunteers and other in-kind resources.

Helen Verney
Jewish Care

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4D Regulation and Reporting

Recent regulatory developments have focussed on making charities' accounts and financial managment more accessible and transparent. What lessons can we learn from SORP, SIR and Guidestar so far, and will these tools change reporting and impact measurement?.

Don Bawtree
BDO Stoy Hayward

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Plenary
16:15-17:00

Partnership not Patronage – Reforming our Contracting and Funding Relationships

Stephen will cover the government's Action Plan the current barriers to effective relationships through bad funding policies and the potential for reform: moving to mature contacts, long term and fully funded. He will talk about ACEVO’s FCR work and the Surer Funding Report. He will lambast unprofessional performance in charities and patronizing and inefficient local and health authorities (amongst others!) Expect a call to action. And a demand for a modern enterprising Third sector!

Stephen Bubb, CEO, ACEVO

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Close
17:00-17:10

Summary of conference by the chair. Q & A.

Reception
17:10-18:15