Accounting Software Forum - Programme

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Overview
Venue Details

Designed for charities with up to £2m Income, this day brings together users and suppliers of key accounting software packages. The event focuses on an exchange of information and discussion, and is a rather informal, and not sales-focused setting, which we hope finance staff from charities up to £2m income and their advisers will find useful and informative.

9:00-9:30

REGISTRATION - TEA & COFFEE

9:30-9:40

Welcome
Keith Hickey, Chief Executive, CFDG
PDF Icon Presentation (78KB)

9:40-10:10

Introduction
John’s introduction will include an overview of accounting software packages in use in the charities sector and possibilities and issues around these.
Chair, John Tate, CFDG IT Adviser
PDF Icon Presentation (112KB)

 

SOFTWARE FOCUS

10:10-10:40

Sage Line 50: Features, use and development plans
Barry Florida-James, Line 50 Business Analyst, Sage Group
PDF Icon Presentation (91KB)

10:40-11:10

Quickbooks: Features, use and development plans
Dr Loredana Stroup, Quickbooks Professional Adviser, Intuit UK
PDF Icon Presentation (207KB)

11 :10-11:30

BREAK - TEA & COFFEE

11:30-12:00

Sun Systems aid demonstration
Richard Willis, Infor Global Solutions
PDF Icon Presentation (2MB)

 

SOFTWARE PRACTICE FOCUS

12:00-12:30

Selection Criteria and Implementation - The IT View
Which technical criteria should you think of when implementing a new finance system? Which best practice project-steps to be aware of?
David Clayden, Director of Strategic Information, The Salvation Army
PDF Icon Presentation (91KB)

12:30-13:00

Selection Criteria and Implementation - The Finance View
What are the key aspects for the selection and implementation of a new finance and accounting system from a finance point of view?
Roger Chester, Director of Finance & Resources, Lionheart
PDF Icon Presentation (557KB)

13 :00-14:00

LUNCH

14:00-14:30

Using Excel
The use of Excel as an analysis and stand-alone tool. An expert view.
David Carter, accountingweb
PDF Icon Presentation (81KB)

 

CHARITY FOCUS

14:30-15:00

Using Sage
An FD’s experiences, day-to-day practice, problems, tips using Sage.
Joe Curran, Finance Director, Interights
PDF Icon Presentation (114KB)

15 :00-15:20

BREAK - TEA & COFFEE

15:20-15:50

Using Quickbooks
An FD’s experiences, day-to-day practice, problems, tips using Quickbooks.
Timothy Gutteridge, Director of Finance & Administration, National Aids Trust
PDF Icon Presentation (369KB)

15:50-16:20

Using Sun Accounts
An FD’s experiences, day-to-day practice, problems, tips using Sun Accounts.
Speaker tbc
PDF Icon Presentation (88KB)

16:20-17:10

What are we looking for from Accounting Software Systems
An interactive discussion of a catalogue of criteria CFDG’s Entry Level Software Special Interest Group has been working on. Contribute and shape where accounting software for charities should go over the next few years.
Keith Hickey, CFDG & John Tate, CFDG
PDF Icon Presentation (85KB)

17:10-17:15

Close
Summary of conference by Chair including Q&A session

17:15-18:30

RECEPTION & NETWORKING