Charity Finance Summit 2026

15 October 2026

The leading conference for charity finance professionals

We are delighted to announce the return of the 19th annual Charity Finance Summit.

In 2026, the Charity Finance Summit will take place at 133 Houndsditch, 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. 

This event is CPD accredited. Email [email protected] after the event to receive your certificate.

Theme: Future-proofing finance. Powering purpose.

Programme to be announced.

Confirmed Sessions

Opening keynote - Britain caught between crises

Britain finds itself navigating a world defined less by order than by overlapping crises. The ongoing war in Europe and an escalating conflict in the Middle East are amplifying global uncertainty - affecting energy markets, shipping routes, and financial confidence. Yet Britain faces these external shocks at a moment when economic growth is weak and the political pressures of the UK’s cost-of-living crisis remain acute. The central question becomes how a medium-sized power maintains strategic influence abroad while restoring stability at home.

David Rennie, geopolitics editor, the Economist

The SORP shake up: what the latest update means for your charity

The first accounting periods under the new Charities SORP and FRS 102 are imminent, bringing key changes that will shape how charities report and communicate their impact. This session will unpack the most important updates, including the new three-tier structure, changes to revenue recognition, lease accounting and the trustees’ report, and offer practical guidance on how to prepare with worked examples.

Steve Harper, partner and head of social purpose, HaysMac

Cyber security: how to protect your organisation

This session is run by Rob Shapland, a renowned ethical hacker and cyber security expert who has spent his life breaking into organisations worldwide to help them protect against criminal attacks. Rob will give some insight as to why charities are a potential target for criminals and explain how he breaks into organisations to give useful tips that will help your organisation stay protected against cyber threats. 

Rob Shapland, director & ethical hacker (session sponsored by United Trust Bank)

Unlocking sustainable income in challenging times

Sustainable income doesn’t happen by chance - it’s built over time through intentional growth and learning. In this session, we’ll share how an entrepreneurial, purpose-driven approach is helping MYTIME Young Carers move towards a more sustainable income model, including early steps to scale its schools programme. We’ll explore what it means for finance leaders to adopt a ‘start-up’ mindset at an early stage, and how this evolving approach can support organisations to build resilience and lay the foundations for long-term, sustainable income.

Krista Cartlidge, chief executive, MYTIME Young Carers

Crisis case study - where tech, enterprise and social impact meet

This session will explore how charities can harness technology, investment, and entrepreneurial models to unlock new funding pathways for social impact. Liz Choonara will share insights from her work at Crisis, including the creation of the award-winning Venture Studio, which builds and invests in startups aligned with the mission to end homelessness and provides grants to people experiencing homelessness to launch their own businesses. The discussion will examine how blending commercial strategy with purpose-driven innovation can reshape how the sector funds and scales solutions to complex social challenges.

Liz Choonara, executive director of commerce and enterprise, Crisis

Are your financial messages helping or harming your people?

In the current economic climate, many charities are operating under considerable financial pressure and these stresses inevitably surface in internal conversations. While transparency about finances is important, emerging evidence suggests that how organisations communicate about financial difficulties can profoundly shape the mental health and wellbeing of employees - especially in sectors where emotional labour is high and remuneration comparatively low. This session will explore some practical techniques to support and strengthen your internal communications, demonstrating that financial transparency doesn't have to compromise mental health.   

Boston Mwense, finance and support director, Blesma

AI in charity finance: from caution to confidence

Drawing on insights from charities’ responses to AccountsIQ's annual CFO Mindset Report, this session explores how finance leaders are approaching AI and automation in their day-to-day work. It considers the sector’s unique challenges and the natural caution around adopting new technologies, while highlighting how AI can streamline workflows, speed up routine tasks, and reduce errors. The session also shows why starting small and scaling gradually is often the most effective approach, alongside the need to prioritise compliance, security, and explainability when integrating AI into charity finance.

Elaine Birch, content and comms manager, AccountsIQ

From numbers to narrative: strengthening finance–board communication 

Effective board communication is more than accurate reporting – it’s about insight, clarity, and influence.
This session explores how finance directors can move beyond spreadsheets to tell a compelling financial story that resonates with non-financial trustees and supports better decision-making. We’ll cover practical approaches to framing risk for risk-averse boards, highlighting what really matters, and ensuring trustees have the confidence and understanding to engage with and act on financial information.

Speakers TBC

Closing keynote - The art of strengthening government–civil sector relationships

Kate Lee, chief executive, NCVO 

 

 

Sponsors

Risk & Strategy:

 

 

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Investment:

 

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United Trust Bank.jpg        

 

VAT & Tax

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Lanyard Sponsor:

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Exhibitors

 With thanks to our exhibitors: 

               
Logo_Access_RGB.jpg      AccountsIQ.png 2       Aedon-Accounting.png    
                                                                                                                                             
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Baillie-Gifford---2023-logo-resized.jpg 1   Barclays-Private-Bank.png 5     bdo logo 440.jpg    
               
RBC Brewin Dolphin.png 2   Brown Advisory-Thoughtful Investing.jpg 3     CAF Standard logo RGB High Res.png    
                                                                        
Cazenove Capital.jpg 3   CPF 2025 Logo_Blue white.png     Diligent.png  
                                                                               
Ebury_Logo_Blue@3x_RGB.png   Epworth IM Logo 2024 1000px.jpg 1     evelyn-partners-logo-resized-.png  
             
expensein_logo.svg   FGT_Logo (1).png 1     HaysMac.png 1  
             
HSBC.png   InsignisLogo_horizontal_1920x1080.jpg     iplicit-512.png  
             
JM-Finn-Logo-Blue-resized.png   L&G logo.jpg     LGT_WM_Logo_rgb.jpg  
             
M-hance---resized-for-website.png   QCLogo_StkdCentre1_rgb72.png     Rathbones_Lockup_Blue_RGB---2023-use--resized.jpg  
             
Reliance Bank.png 5   Sage.png 1     Sarasin & Partners 2021  
             
SLAM logo - portrait (4).png   TroyLogo-Corp blue.jpg     United Trust Bank.jpg  
             
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Prices

  Early bird
(booking made by 4 September)  
Booking after 4 
September
1. Charity Finance subscriber rate 249 299
2. Charity rate  269 319
3. Team ticket (5 places) *  798 956
4. Small charity rate (income under <1 mil)    199 199


All prices exclude VAT.

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

Venue

133 Houndsditch
London
EC3A 7BX

 

Download directions

Contact

For sponsorship and exhibition queries contact our sales team

For registration and speaker queries contact our event team

For media partnerships and marketing queries contact Beth Dawson

Terms and conditions

  • Payment
    1. Registrations will not be fully confirmed until correct payment is received. If you have any issues with payment, please contact [email protected]
  • 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.
  • 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.
  • 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.
    3. Corporate tickets - Please note we only have a very limited amount of corporate delegates places available. If you would like to take up one of these places, please email [email protected]. Please do not book online at the charity rate. Any corporate bookings made online will be refunded, minus a 15% administration charge. 
  • 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 this event due to COVID-19, we will transfer your ticket to the next alternative date.