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Now in its third year, Charity Finance Live provided delegates with the most up to date developments in charity finance, both from a regulatory perspective as well as thought provoking case studies. The 2010 programme focused on how charities can minimise the risks they are facing, while still creating opportunities and reducing costs!

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0900	Registration & coffee

0940	Welcome and opening remarks

Opening Plenary

0945	One stop update on the Charity Commissions Focus & Developments for 2010/2011 Sam Younger chief executive Charity Commission

1025	Transit time

Streamed sessions

1030	Session 1 The REAL risks for charitable and public service organisations As budgets come under huge pressure, what are the REAL risks for charities and voluntary groups, and what can they do to minimise their impact? What will the future hold for philanthropy and fundraising? Can public service delivery partnerships with local authorities survive the changes ahead, and what does this mean for the people who rely on these services, not just in the aftermath of the immediate cuts, but throughout the ‘long tail’ of recovery? Paul Emery, Head of Community and Social Organisations at Zurich and Alyson Pepperill, Director at the Institute of Risk Management and Deputy Chair of the IRM Charity Special Interest Group will present and discuss new research, carried out by Zurich and Ipsos MORI, on the key risks for charities and voluntary groups at a time of budgetary uncertainty. The research compares and contrasts the views of charity Chief Executives, senior local authority executives and the wider public. Who is right? Come to this event and find out. It will be of particular interest for budget holders and those involved in managing transition during a period of uncertainty. Paul Emery head of community and social organisations Zurich Alyson Pepperill director Institute of Risk Management deputy chair IRM Charity Special Interest Group

1030	Session 2 The Charity SORP – endangered species? Where do we currently stand with the UK SORP? What option is going to be the most imminent and likely for charity annual accounts? Dealing with allocation of costs and cost transparency between fundraising and charitable activities costs The future of charity accountability Richard Weaver partner Haysmacintyre

1030	Session 3 Working together with Local Authorities Forging an open and fair relationship between civil society organisations and local authorities Managing fair pricing for services as well as managing spending cuts – how will this be managed? How does the government see the relationship between civil society suppliers and local government? Martin Ferguson policy director Socitm

1110	Morning coffee

Streamed sessions

1140	Session 4 Reserves and financial assets : current thinking and best practice Do the assets on your balance sheet reflect the variety of purposes for which you hold reserves, and the range of risks you face? John Kelly and Heather Lamont discuss how to ensure that cash and investment management is aligned with your reserves policy. John Kelly head of client investment CCLA Heather Lamont client investment director CCLA

1140	Session 5 iXBRL online filing requirements Detailing the implications for charities fulfilling compulsory online filing of tax returns What conversion software will be needed? Timescale and set up times Roger Chester finance director Lionheart Jeff Smith HMRC Richard Metcalfe iXBRL project director Arkk Solutions

1140	Session 6 Collaborative working -enabling extra services and cost saving What are the opportunities for charities? Delivering contracts for the 3rd sector How can a partnership approach work in practice? The future vision for consortium working Michael O’Toole chief executive 3SC

1220	Transit time

Streamed sessions

1225	Session 7 Making risk management work for you and turning it into a powerful tool for your organisation Getting to grips with the risks your organisation is facing Moving away from purely a risk register and paper chasing Adopting an effective risk framework that will enable you to achieve your objectives Sarah Powley finance & risk director World Vision

1225	Session 8 Approaching pension deficit and choosing the right scheme for your organisation (Case Study) What are the main issues facing many civil society pension schemes How are the issues being tackled? The best investment options out there Gearing up for National Employment Savings Trust (NEST) Stephen Nichols chief executive The Pensions Trust

1225	Session 9 KPIs and measuring impact - what exactly is driving your organisation? Working out what to measure and getting it right Educating people to buy into and understand performance measurement Turning budgets into targets Investing in the right technology Effectively measuring impact and gaining huge insights into donor quantities Avoiding getting KPIs wrong Charles Scott group finance director Age UK

1305	Lunch

Plenary

1415	Smarter working practices: How can FDs and CFOs reduce costs but still deliver on objectives and make an impact Leading in a volatile economy and dealing with the challenges this brings Creating opportunities while reducing costs – how do you make the balance? Closer working/stronger ties Better stewardship Lynne Robb CFO Cancer Research

1450	Improving the performance of top executives and top executive teams Leading for success Conflict resolution Study of boardroom effectiveness and governance practice Andrew Kakabadse professor of international management development Cranfield School of Management

1525	Afternoon coffee

Final plenary

1550	Radically changing business models and finding solutions to the great challenges of our time What is the essence of ‘turbulence’ that depicts the environment that organisations are currently operating in? How do organisations address the challenges of our time? What aspects regarding the nature of ‘value’ must be reconsidered? Dr Rafael Ramirez senior fellow in futures at the Institute of Science, Innovation & Society James Martin 21st Century School, Oxford

1625	Chair’s closing remarks

1630	Networking drinks reception sponsored by Zurich

1800	Close of conference