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Charity Finance Summit 2022

6 October 2022

The Charity Finance Summit brings the most up-to-date developments in charity finance, from a regulatory perspective as well as thought leadership and practical case studies.

We are delighted to announce the return of the 14th annual Charity Finance Summit.

The programme will be developed in response to feedback and insight from sector experts and will deliver the most up-to-date developments in key topic areas of VAT, tax, investment, risk and strategy, alongside networking opportunities.

In 2022, the Charity Finance Summit will take place at 155 Bishopsgate, London. Always a sell-out event, we encourage you to book your place as soon as possible to avoid disappointment, and we look forward to seeing you on the day. 

The programme is due to be released in May 2022.

Testimonials

Testimonials from our 2021 delegates...

For a charity finance person- regardless of level- this is a ‘must attend’ event
Judi Wright, Institute of Business Ethics

Very useful day and gave me some thoughts to take away to ensure we get it right at our charity
Andy Neeve, ADD International

A really good event with lots of technical content
Sharon Martin, Born Free Foundation

It was really good to attend a finance event aimed specifically at the charity sector, as all the other attendees were from the same sector, leading to interesting conversations and meaningful networking. It was a great opportunity to hear talks on current charity financial issues and speak to providers to the charity sector who were exhibiting there
Gina Tucker, Action4Youth

Very well organised event with relevant topics presented by engaging and knowledgeable individuals
Duncan Gill, Association for Project Management

As always there were interesting ideas and new ways of looking at issues
Tony Stevenson, Whitechapel Gallery

Fantastic event, very informative and excellent planning
Ngozi Omisakin, Jubilee Church

Fantastic event, with great insightful expert speaker. Very well organised
Clare Chrisp, P3

Very informative sessions. Presenters also very helpful in answering queries
Kay Volk, Thurrock, Community Leisure Limited

Exceptional conference, with great content and plenty of opportunities to network.
Jeremy Godfrey, Milton Keynes Parks Trust Ltd

It was good to be able to attend in person. The event went well and found the sessions worthwhile
Russell Malcolm, The Salvation Army

It was a great day and it was lovely to be able to attend in person again
Ingela Ekstrom, Support Through Court

Prices

Great ways to save!

  1. Small charities: Charities with an annual income of less than £250,000 can save up to £100.00 off the ticket price
  2. Be an early bird! Book your place by 10 September to save £50.00 off the ticket price.
  3. Attend with your team! Ensure your whole team benefits from a great day's learning. With the Charity Team Ticket you can send up to four people for less than £170 each, saving your charity 40% on the booking fee. 
     
  Early bird
(booking made by 9 September)
Booking after 9
September
Small charity rate (income under <250k) £199 £199
Charity rate (income above 250k) £269 £319
Team ticket *Limited quantity* £669 £789


All prices exclude VAT.

*Limited quantity available due to restrictions in numbers at the event. Places available on first come serve, first serve.  

Sponsors


Investment sponsors:

 

 

Edentree logo 440.jpg

 

  

 

Investec Logo

 

         LGIM Colour High 2019.jpg  

 

rathbones_logo_bounded_blue.jpg

 

      Ruffer website compatible.png

 

       Smith & Williamson 2020

 


VAT & Tax sponsors:

Bishop Flemming 2022.jpg

 

     Buzzacott logo blue to orange.jpeg

 

       haysmacintyre logo Jan 2019 - purple.png

 

MooreKingstonSmith_Identity_RGB.jpg

 

  Saffery Champness.jpg

 

 

 


Strategy & Risk sponsors

AccountsIQ.png

 

    

 

CAF 2022.JPG  

 

     Digital Wonderlabd 2020.png

 

m-hance_master.jpg

 

  VWV-Logo-CMYK.jpg

 

  Xledger

 

 


 

Exhibitors

With thanks to our exhibitors 

abrdn_Logo_Resized_For_Website.jpg 1

 

     AccountsIQ.png

 

     Baillie Gifford.png

 

Bishop Flemming 2022.jpg

 

  Buzzacott logo blue to orange.jpeg

 

  CAF 2022.JPG

 

Cazenove_Logo_Prussian-Blue_CMYK.jpg

 

  The Co-operative Bank Logo_3 Lines Stacked_White_DarkBlue.png

 

  Digital Wonderlabd 2020.png

 

Edentree_2021logo_Full.jpg

 

  epworth.png

 

  haysmacintyre logo Jan 2019 - purple.png

 

HW Fisher 2021

 

  Investec 2021-black-version.png

 

  LGIM_RGB_Black_4_colour.jpg

 

mayfair capital.jpg

 

  m-hance_master.jpg

 

  MooreKingstonSmith_Identity_RGB.gif

 

 

Newton_Logo_RGB.png

 

 

 

Quilter Cheviot 2018- 200px

 

 

 

rathbones_logo_bounded_blue.jpg

 

Ruffer website compatible.png

 

  Saffery Champness.jpg

 

  Sarasin logo.jpg

 

 

Smith & Williamson 2020

 

 

 

 

VWV-Logo-RGB.jpg 1

 

 

  Waverton_IM_pos_rgb.jpg

 

Xledger

 

  SPACED_Xpedition_Logo_23-30mm_CMYK-01.png 1

 

 

 

 

       
         
         
         

 

Venue

155 Bishopsgate
London
EC2M 3TQ

Contact

For sponsorship and exhibition queries contact Yvette Micallef

For speaker queries contact our event team

For registration queries contact Carys Pugh

For media partnerships and marketing queries contact Kirsty Brown 

Terms & Conditions

  1. Payment
    1. Registrations will not be fully confirmed until correct payment is received. If you have any issues with payment, please contact [email protected]
  2. Programming
    1. Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organisers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such Civil Society Media Ltd reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.
  3. Event attendance
    1. Delegates are required to observe and comply with all laws, regulations, rules and requirements relating to COVID-19 and which Civil Society Media has adopted as part of its operations. Civil Society Media will communicate the COVID-19 Measures to you from time to time including and without limitation via pre-Event emails, its social channels and the event website
    2. Civil Society Media reserves the right to alter or remove its COVID-19 Measures at any time in response to the latest guidance or legislation from the UK Government or as otherwise deemed necessary by Civil Society Media in its discretion.
    3. Civil Society Media reserves the right to eject you or refuse you entry from the event if, in our reasonable opinion, you are refusing to comply with any COVID-19 Measures without reasonable grounds.
  4. Cancellation or reimbursement
    1. On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Refunds on cancellations will only be issued (less a 15% administration charge) up to and including 30 days prior to the event. Refunds will not be issued after this date. Confirmation of cancellations MUST be in writing and sent to [email protected]
    2. Individual registrants who registered as part of a discounted group registration are not eligible for refunds, unless the entire group cancels. Registrations may be transferred to another person from the same organisation at any time.
  5. Postponement or Cancellation of the Event by the Organiser
    1. Should we have to cancel or postpone due to COVID-19 we will endeavour to give you as much notice as is reasonably possible.
    2. In the event that we have to postpone the Charity Finance Summit due to COVID-19, we will transfer your ticket to the next alternative date.