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2019 AGM

ICAEW Southern held its 2019 AGM at the Hilton Hotel, Bournemouth on Tuesday 21 May. Martin Cavey, deputy president, Ash Milne and vice president James Wallis were re-elected as were 12 existing committee members: Spencer Barnett, James Berridge, Emily Burnett, Louisa Burton, Ian Carrington, Richard Cartwright, Amy Davidson. John Facer, Fiona Moody, Sandra Muncy, Adrian Simpson and Julia Taylor.

Both David Lapthorn and the treasurer Margaret Jones, retired from the committee - many thanks for your excellent support - while Amelia Morris, director of SESCA Enterprises Ltd, who provide ICAEW Southern with numerous CDP courses was coopted.

Martin Cavey reported that the society had achieved a surplus of £6,000, its first for some years, which was very pleasing. He reiterated that the focus for the year ahead would be on encouraging greater diversity within the society, reaching out to smaller practices and independent practitioners in particular, and encompassing the whole of the region, not just its conurbations.

Additional Member Benefits - Bloomsbury

Martin Cavey is keen to advise members that Bloomsbury Professional’s comprehensive online library, is now available free for practice managers and their employees via the ICAEW website. The library comprises tax manuals, tables, and much more, amounting to over 60 titles from some of the country’s leading tax and accounting subject matter experts.

Additional Member Benefits - screening

ICAEW Southern is pleased to advise that the institute’s screening service is now free for members wishing to check out up to three individuals or organisation a week. This should be useful for those in business or practice, who need to undertake customer due diligence and require rather more than identity.

The institute’s library and information service gives access to a leading risk and compliance database. A single search is all that is necessary to check the names of individuals or entities against government sanction lists, politically exposed persons lists, and a large number of other legal, regulatory and industry watchlists. Further information is available on icaew.com.

Reminder - lunch in Dorchester

Once again the Dorchester Town Group will be hosting a lunch with the Rt Hon Sir Oliver Letwin MP, and this year it is on 5 July at Maurward College, Dorchester. Given Sir Oliver’s recent outspoken participation in the Brexit debate, it is likely to be a particularly good event. For further information, please contact Jackie Paulley on (0)1305 251333.

Keep the date - Friday 11 October

We are currently at an advanced stage in planning an graduation ceremony for all ACA students in the southern region who have passed their exams since January 2018. This is to become an annual event for each new cohort of students in turn, and replaces the presentations that used to be made at our annual dinners.

We are hoping to firm up a booking with Winchester Guildhall in the very near future, and would invite all relevant employers and students to register their interest with our senior regional executive, Natalie Buckman via Natalie.Buckman@icaew.com

The afternoon event will comprise an awards ceremony, a keynote speech and tea, and each graduating student will be entitled to a total of three tickets, so that they can each bring two parents or close friends to help celebrate their success.

Keep the date - 17 October

Following the success of last October’s make Accounting Great Again seminar with ICAEW’s immediate past president, Nick Parker, we have teamed up with Southampton Business School once more for 2019. This time around the speaker will be former minister Mark Hoban who was MP for Fareham for 14 years and served as financial secretary to the Treasury.

Pizza all round

Martin Cavey and ICAEW Southern committee members were delighted to learn that South Wilts Grammar School for Girls in Salisbury is in the BASE finals for 2019. In fact we were so pleased that we are currently checking with the school to see if they would like a £250 voucher for pizza, to celebrate this fine achievement and spur them on to greater success.

Feedback from May

We are pleased to report that all three seminars run in May were well attended and appreciated by those present. These comprised Members in Business (MiB) seminars in Bournemouth and Basingstoke and a health/lifestyle course in Bournemouth, with the intriguing title: Supercharge your Sleep. The latter was provided by CABA, the charity that supports past and present ICAEW members, their families and ACA students.

Comments received on the feedback forms included these from Bournemouth: “All speakers were excellent, clear and thought provoking” and on the financial reporting segment: “Clear and crucial presentation and well delivered.” And from the Basingstoke segment on employment law and HR: “Very engaging and great round up of current issues”, and on cyber security and GDPR: “Excellent, if slightly scary presentation. Very engaging speaker.”

The Bournemouth MiB presentations covered tax, given by Mazars; employment law and HR, given by Jane Michel of Emphasis HR; a financial reporting update by Louise Hallsworth of James Cowper Preston; and a session on cyber security and GDPR by Phil Sampson of Sampson Hall.

The line up in Basingstoke differed in that James Wallis of Aben Financial gave the financial reporting update and Rachel Underhill of ICAEW spoke on the work of the business and industrial strategy team.

In all, a total of 80 members took advantage of these opportunities. Further half day sessions are planned for the autumn.