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Agenda

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Professor Paul Palmer, Associate Dean for Ethics, Sustainability & Engagement and Professor of Voluntary Sector Management, Centre for Charity Effectiveness, Cass Business School (invited)

  • Assessing the next steps in demonstrating standards and effective regulatory compliance and enhancing public confidence following the findings of the Trust in Charities Report 2018
  • Sharing the latest insights on the enhanced powers of the Charity Commission emerging from the Charities (Protection and Social Investment) Act 2016 
  • Understanding how non-compliance and malpractice is monitored and investigated in line with the Charity Commission Regulatory and Risk Framework
  • Analysing the Charity Commission’s approach in regulating the sector and assessing the core compliance risks facing charities in the future
  • Evaluating how charities can enhance transparency and support improved reporting mechanisms in meeting regulatory requirements

Senior Representative, Charity Commission (invited)

  • Assessing the latest trends in charity growth and the development of income sources across the voluntary sector
  • Evaluating the role of effective governance and management procedures in monitoring and ensuring regulatory compliance
  • Sharing insights on what effective regulatory compliance looks like across the sector
  • Understanding the future risks facing charities in meeting regulatory standards and how all charities can manage these challenges

Elizabeth Chamberlain, Head of Policy, National Council for Voluntary Organisations (NCVO) (CONFIRMED)

  • Assessing the latest updates to the Fundraising Code and the next steps in improving public confidence in fundraising standards
  • Sharing insights on common code breaches and how charities can ensure successful compliance
  • Analysing how to develop successful monitoring arrangements and contracts with third parties engaged in fundraising for a charity
  • Evaluating what ethical fundraising looks like and how charities can ensure they meet these standards
  • Discussing the latest regulatory findings on GDPR compliance and how charities have met the consent or legitimate interest conditions

Suzanne McCarthy, Chair of the Standards Committee, The Fundraising Regulator (CONFIRMED)

  • Assessing the key regulatory lessons learnt across the voluntary sector in tackling safeguarding risks
  • Evaluating how the sector has developed its safeguarding policies, incident handling and reporting procedures one year one from the first safeguarding revelations
  • Exploring what constitutes effective reporting mechanisms and how voluntary organisations can ensure successful collaboration with the regulator
  • Analysing the future of safeguarding protection and the next steps in enhancing public confidence in charities

Victoria Westhorp, Head of Safeguarding, Office for Civil Society, Department for Digital, Culture, Media and Sport (DCMS) (CONFIRMED)

  • Exploring the role of charity leadership in supporting robust transparency and effective reporting mechanisms to ensure non-compliance issues can be overcome
  • Understanding how charities can deliver broad leadership diversity which ensures a wide representation of views and skillsets
  • Assessing how charity leaders can work collaboratively with trustees and governing boards to ensure regulatory compliance
  • Monitoring and evaluating compliance across a charity and assessing how ethical practices can be embedded in the culture of an organisation

John Williams, Vice Chair, Association of Chairs (CONFIRMED)

  • Exploring the key challenges to public trust in voluntary organisations
  • Sharing insights on how charities can demonstrate impact and effectiveness in meeting their objectives to enhance confidence
  • Discussing how charities can improve transparency and accountability structures to attract donors and increase support
  • Assessing the role of robust regulatory compliance and reporting in developing public trust in a charity brand

Nathan Yeowell, Project Lead for the State of the Sector Programme and Head of Policy and External Affairs, New Philanthropy Capital (NPC) (CONFIRMED)
John Payne, Director of Community Lifesaving, The Royal National Lifeboat Institution (RNLI) (CONFIRMED)
Mark Atkinson, CEO, Scope (invited)

  • Being recognised for outstanding clarity and transparency in reporting on operational and social objectives and outcomes
  • Effectively demonstrating sources of income and discussing how finances are used to meet the long terms aims of the charity through the annual report
  • Discussing how the charity has supported transparency when mistakes have been made and demonstrated lessons learnt to ensure accountability to donors and supporters
  • Building public confidence in the charity’s impact through effective communication of financial efficiency and governance processes

Highly Commended  at the Excellence in Reporting Awards 2017

Michelle Mitchell OBE, Chief Executive, Cancer Research UK (invited)

  • Sharing developmental and operational insights from an award-winning fundraising campaign which raised £8.2 million through a match funded appeal
  • Ensuring robust compliance in communications and advertising in the formulation of a campaign in line with the Fundraising Code
  • Assessing how to successfully enhance impact and reach out to new supporters whilst meeting regulatory standards
  • Exploring how WaterAid ensured effective GDPR compliance in the expansion of their fundraising communications strategy

Winner of Fundraising Campaign of the Year at the 2018 Third Sector Awards

Marcus Missen, Director of Fundraising and Communications, WaterAid UK (invited)

  • Assessing insights in the effective identification and management of risks to ensure financial resilience
  • Sharing strategies in supporting successful compliance with financial and operational management regulations
  • Reviewing and enhancing internal financial controls to prevent fraud and protect assets
  • Exploring what constitutes outstanding financial planning and reporting to maximise transparency and support long term financial sustainability

Roberta Fusco, Director of Policy and External Affairs, Charity Finance Group (CONFIRMED)
Nigel Richards, Chief Finance Officer, Catch 22 (invited)
Jo Keaney, Director of Finance and Corporate Services, St John Ambulance (invited)

  • Assessing how charities can ensure successful compliance on campaigning and lobbying regulations in line with the Charity Commission and Electoral Commission guidelines
  • Understanding the regulations facing non-party campaigners during the ‘regulated periods’ and assessing what constitutes ‘regulated activity’
  • Exploring the role of the Electoral Commission in oversight of regulated campaign activity and determining when organisations must register with the Electoral Commission
  • Evaluating campaigning activity against the public and purpose tests to determine regulatory obligations for charities

Kate Engles, Policy Manager, Electoral Commission (invited)

*programme subject to change