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Professor Paul Palmer, Professor of Voluntary Sector Management, The Centre for Charity Effectiveness, Cass Business School (CONFIRMED)

  • Assessing the expectations of the Charity Commission of trustees in delivering high quality financial governance for their charity
  • Examining our approach to charities living their values and how this is informing our approach and regulation with reference to the Commission’s reports on Garden Bridge Trust and Oxfam
  • Discussing the next steps for improved financial sustainability across the sector
  • Our expectations of auditors and independent examiners and their contribution to effective charity financial governance
  • Exploring how financial malpractice and non-compliance is monitored and investigated by the Charity Commission

Nigel Davies, Head of Accountancy Services, Charity Commission (CONFIRMED)

  • Exploring the outcomes of the Civil Society Strategy and the next steps in supporting financial sustainability for charities
  • Partnering with the Charity Commission and UK Community Foundations to release £20 million from inactive trusts to support community organisations
  • Unlocking new models of finance and improving access to social impact investment to support community funding
  • Improving financial management across the sector to enhance the power of voluntary organisations to drive social outcomes
  • Examining the future of the funding environment and assessing how new approaches to enterprise and income diversification can support the growth of smaller charities

  • Understanding the core risks facing charities within the wider financial landscape
  • Identifying and managing financial risks across a charity’s financial operations
  • Exploring new approaches to managing income risk and issues to consider when diversifying income
  • Examining the characteristics of a financially resilient charity

Helena Wilkinson, Partner, Price Bailey LLP and Vice-Chair, Institute for Chartered Accountants for England and Wales (ICAEW) Charity Professionals Community (CONFIRMED)

  • Assessing the key recommendations from the 2019 SORP Governance Review and evaluating the next steps in improved reporting across the voluntary sector
  • Sharing insights into how SORP can be simplified to enhance accounting mechanisms for smaller charities
  • Exploring the development of the SORP governance processes to ensure that sector requirements meet public expectations on transparency
  • Evaluating how improved collaboration between regulators and charities can support improved practice in non-statutory financial reporting

Professor Gareth Morgan, Chair, Charities SORP Committee Governance Review Panel (invited)

  • Exploring the key characteristics of high-quality fundraising which meets the expectations of The Code of Fundraising Practice
  • Assessing common complaints and examples of malpractice and how charities can avoid these challenges
  • Examining the next steps in supporting public trust and confidence within voluntary sector fundraising
  • Discussing compliance in line with the fundraising requirements in the 2016 Charities (Protection and Social Investment) Act

Gerald Oppenheim, Chief Executive, Fundraising Regulator (CONFIRMED)

  • Evaluating what the future of engaging, targeted and data-driven fundraising looks like across the voluntary sector
  • Sharing insights on new forms of fundraising and partnerships which support long term income streams
  • Examining key trends in supporting engaging fundraising campaigns which attract and retain supporters and donors
  • Assessing the sustainability of fundraising strategies within the voluntary sector and the next steps in driving fundraising growth

Kath Abrahams, Vice-Chair, Institute for Fundraising and Director of Engagement and Fundraising, Diabetes UK (invited)

  • Explore how your charity can better support enhanced analysis of overheads and cost models when delivering services
  • Analyse the key steps in ensuring full cost recovery through effective costing and pricing when engaging with funders
  • Assess how to successfully report indirect costs in line with the Statement of Recommended Practice (SORP)
  • Gain insights into utilising cost recovery to ensure overheads are recovered in all activities and to support sustainable income growth

Mark Salway, Director of Sustainable Finance, The Centre for Charity Effectiveness, Cass Business School (CONFIRMED)

  • Transforming the charity’s fundraising strategy with a move away from inefficient activities, such as street fundraising, to optimise return on investments in core operations
  • Building value for money into project design through the delivery of unit and activity cost processes, allowing clear efficiency comparisons across all programmes
  • Enhancing long term procurement planning and mapping resources for projects to reduce order costs and improve contractual arrangements
  • Sharing the outcomes of the efficiency transformation with 91% of donations received being spent directly on charity work

Dr Caroline Harper, CEO, Sightsavers (invited)

  • Leading a financial transformation which moved away from a reliance on unsustainable donations and grants towards commercial agreements
  • Adopting a new approach to income which expanded the impact of the charity through the contracting of key services
  • Redirecting investment away from inefficient fundraising functions towards the development of social business now accounting for 95% of the charity’s income
  • Sharing insights on diversifying and realigning income streams to maximise the social objectives of the  charity

Nigel Richards, Chief Financial Officer, Catch 22 (invited)

  • Reviewing and developing training to identify and tackle the risks of theft, fraud, money laundering and bribery across a global charity network
  • Designing a holistic anti-fraud strategy with operations focused on deterrence, prevention, detection and response
  • Embedding counter-fraud objectives within the charity’s investigations team to detect and overcome the risk of fraudulent activities
  • Driving an awareness of fraud at all levels of the charity with local fraud surveys, the development of counter-fraud champions and the delivery of nationwide training

Winner at the Charities Against Fraud Awards 2018

Raoul Seth, Fraud Preventing and Analysis Lead, Oxfam (invited)

*Programme subject to change