Ensuring Best Practice in Charity Reporting

Any organisation that is able to demonstrate and explain its impact will not only be able to effectively communicate its work donors, funders, supporters and beneficiaries, but also possess an important tool in building on its work and achieve greatest results. It will also help their staff and trustees focus on results and work to achieve their vision.

This session will provide you with practical tips and approaches on how you can improve your reporting practices and give you an opportunity to hear a best practice from your peers.

 

Why should I attend?

By the end of the session, attendees will:

  • Be equipped to form a narrative with meaningful data, reporting in line with statutory and funder requirements, to tell the story you need to support your finances. 
  • Have the lessons from charity case studies showing that by adopting data-driven tools, charities can enhance fundraising efforts, track donor engagement, and measure impact more effectively. 


When and where?

  • 10:00 – 13:00
  • Wednesday 25 November 2026
  • Online training via Zoom - Joining instructions will be shared one week before the event day

 

Who should come along to this event?

This event is designed for finance directors, finance managers, as well as those involved in reporting process.

 

How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact events@cfg.org.uk.

 

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with three hours of CPD. For more details contact your association or email events@cfg.org.uk.

 

10:00 – 10:05

Welcome

10:05 – 11:30

How to improve your reporting approach 

The quality of reporting is essential to any organisation, and charities should consider how demonstrating impact can support both funder and donor management. This session will look at how we can form a narrative with meaningful data, reporting in line with statutory and funder requirements, to tell the story you need to support your finances.

Naziar Hashemi, Partner, Head of Social Purpose and Non Profits , Crowe

Simon Hughs, Director - Non-profits, Crowe

11:30 – 11:45

Comfort Break

11:45 – 12:45

Case study – utilising data for better reporting

Those charity case studies explores how effective use of data can improve reporting and transparency in nonprofit organisations. By adopting data-driven tools, charities can enhance fundraising efforts, track donor engagement, and measure impact more effectively. The result is better decision-making, increased trust, and more efficient use of resources to support your beneficiaries.

 

12:45 – 12:50

Chair’s summary and close of the session

 

Book your space

25/11/2026

10:00 - 13:00

Online

3.00 CPD Approved

Category
Description
Rate

Charities - Members
Registration Charities - Members 104.00
£104.00
Charities - Non-members
Registration Charities - Non-members 166.00
£166.00

Location

Online