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Charity Conference

ICAEW's annual Charity Conference has been designed to prepare you with the knowledge and inspiration to succeed with vital accounting, governance and taxation updates affecting the charity sector and inspiring keynotes. Register now to join the two days of virtual sessions and gain up to 7.5 hours of verifiable CPD.

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Highlights

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CPD updates

Thought-provoking keynotes and key updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.

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Bringing charity to life - ethics in practice

How does your charity live its values? Thinking about some typical ethical dilemmas, this session will explore how you can guide decision making.

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Charity Commission address

Find out about the Charity Commission’s 2024 priorities from the regulator’s Chief Executive, Helen Stephenson CBE.

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The future of charity

Explore what the future of charity could look like in 2044, and how we need to come together now, as a sector, to build the foundations for a more collaborative, agile and effective future for social good.

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Charity Investments

Hear about the reasons for the Butler-Sloss court case and its outcome and find out how the CC14 update impacts trustee responsibilities.

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Demystifying AI for charities

Hear from Adapta Consulting and the Trussell Trust how you can evolve your charity’s digital strategy and AI use from practical first steps through to blue-sky thinking.

2024 programme

Please note that the programme is subject to change.

Thursday 18 January

Opening remarks
09:00
Charity Commission’s opening address
Helen Stephenson CBE, Chief Executive of the Charity Commission for England and Wales, shares the Commission’s priorities for 2024 and reflects on the role that finance professionals and ‘finance trustees’ play in the charity sector.
09:05
Opening Keynote: Bringing charity to life - ethics in practice
It is fundamental that charities are established for public benefit rather than private benefit, but acting in ways that are ethical in everyday situations can pose challenges. How does your charity live its values? Thinking about some typical ethical dilemmas, this session will explore how you can guide decision-making.
09:35
Resilience when uncertainty is the only certainty
Drawing on research by the Charities Aid Foundation (CAF), this session will highlight how charities can thrive in periods of constant change. Alison Taylor will share examples of charities that have made operational adaptions to remain financially resilient, plan effectively and fundraise successfully, and she will highlight the important role that finance professionals and treasurers can play to help their charities navigate change.
10:15
Break
10:50
Accounting update
Hear from Jill Halford, National Head of Not for Profit at BDO and Don Bawtree, Senior Adviser at BDO for their round up of recent charity-related accounting and reporting developments, especially relevant to the current year-end reporting season. The session will cover sector specific and FRC issues as well as Charity Reserves, the latest Charity Fraud findings, a look at the revision of FRS 102 and other upcoming developments that are relevant to your role.
11:05
Partner session: Charity investments - has the revised CC14 guide changed your responsibilities?
In August 2023, the Charity Commission published its revised CC14 guidance ‘Investing charity money: a guide for trustees’, following the 2022 ‘Butler-Sloss’ High Court judgment; a case brought by the Mark Leonard Trust (MLT) and the Ashden (now Aurora) Trust. MLT founder, Mark Sainsbury, and Bates Wells’ Luke Fletcher will reflect on the case and its outcome and explain what the revised CC14 guidance means for charity trustees.
12:05
Lunch break
12:35
Partner session: 'Tackling ESG and making sustainable financial decisions'
What is Environmental Social Governance (ESG), and why is it important for organisations to have an ESG strategy in place? How can your ESG strategy help you to make positive sustainable financial decisions?
13:15
Panel discussion: Transforming your charity through data insights, digital and AI
Learn from our panel of expert speakers how charities can improve their use of data, operational research and AI to enhance their impact measurement, reporting and operational effectiveness.
13:50
Closing remarks
14:35

Friday 19 January

Opening remarks
09:30
Demystifying AI for charities - from practical first steps through to blue-sky thinking
Hear from Adapta Consulting’s Keith Collins about the opportunities that artificial intelligence (AI) offers charities to improve their fundraising, service delivery and operational efficiency. This is brought to life by co-speaker Dave Massey, former Head of Strategic Intelligence at The Trussell Trust, who will share the charity’s journey from getting to grips with data and implementing a new CRM system, to developing a longer-term data strategy that uses AI to gain new insights.
09:35
Partner session: Adapting to changes in finance and technology
Sage Intacct’s Grant Gevers and Ben Carter from the Derbyshire Wildlife Trust will share practical strategies to leverage digital and financial skills, social media, and finance technology to drive revenue growth.
10:25
Break
10:55
Latest developments in charity VAT and Direct Tax
This session will provide an update on the latest corporation tax, VAT and Gift Aid developments. It will cover the current HM Revenue & Customs’ consultation on charity tax, recent case law developments and a round up of other developments.
11:10
Lunch break
12:00
Demonstrating your impact
The operating environment for charities is more demanding than ever with increasing regulation, resource constraints and continuing uncertainty. There is scrutiny by the media and through social media. Measuring impact is an important means of communicating with donors and demonstrating accountability to stakeholders, however it can be complex. In the session we will explore impact reporting as a tool for enabling organisations to improve their strategic and operational decision making by aligning these with the charity’s strategic objectives. The session will include a case study from Brooke sharing lessons from their impact journey, from field to reporting.
12:40
Closing keynote: The future of charity
The Victorian paradigm of charity is in crisis. Join Daisy as she explores what the future of charity could look like in 2044, and how we need to come together now, as a sector, to build the foundations for a more collaborative, agile and effective future for social good. Because if we don’t invest now in building the future we need and want, we will inevitably sleepwalk into the worst case scenarios.
13:25
Closing remarks
14:10

Our speakers

Zoe Amar
Zoe Amar Founder and Director, Zoe Amar Digital

Zoe Amar is one of the charity sector’s leading digital experts. She founded digital agency and social enterprise Zoe Amar Digital in 2013, is Chair of The Charity Digital Code of Practice, and produces an annual barometer of how charities across the UK are using digital, The Charity Digital Skills Report.

Parul Anand
Parul Anand VAT Director, BDO

As a VAT specialist with over 17 years of charity experience, Parul has worked with a wide range of charities across the country. She has a technical specialism in partial exemption and business/non-business issues, and has advised on barter transactions, the scope of the fundraising exemption and litigation on the meaning of consideration.

Don Bawtree
Don Bawtree Charity Senior Adviser, BDO UK LLP

After working in the UK in corporate finance, and in Nairobi on aid assignments, Don has specialised in charities for the last thirty years, leading the BDO charity team. During that time he has acted for many of the largest and best known charities in the UK, covering healthcare, international, animal welfare, arts and Christian organisations.

Ben Carter
Ben Carter Director of Development, Derbyshire Wildlife Trust

Ben Carter has worked as a communications, fundraising and campaigns lead for over twenty years. During this time, he has had the privilege to serve organisations at the leading edge of their fields including charities, tech-for good start-ups, political movements and public sector bodies. Ben has been at Derbyshire Wildlife Trust since 2019, where he is Director of Development.

Dan Chadwick
Dan Chadwick Head of External Communications and Sustainability, The Co-operative Bank

Dan leads the External Communications and Sustainability team, holding responsibility for the Bank’s ESG and sustainability strategy, Ethical Policy and Net Zero commitments.

Keith Collins
Keith Collins Principal Consultant, Adapta Consulting

Keith specialises in helping organisations develop and implement technology and digital strategies, with a particular focus on innovations in customer-facing technology. With experience working as a consultant, supplier and charity customer, Keith has worked with hundreds of non-profits across the UK and Europe to help them improve engagement with supporters, members, volunteers and staff.

Luke Fletcher
Luke Fletcher Partner, Bates Wells

Luke advises corporates, charities, social entrepreneurs, B Corps, philanthropists and investors seeking to make a positive difference. His practice involves structuring, governance, commercial and regulatory matters for clients who want to solve problems for people and planet. Luke acted in the Butler-Sloss case, which is central to the new CC14.

Grant Gevers
Grant Gevers Senior Solutions Consultant, Sage Intacct

Grant started his career in finance technology nearly 18 years ago in sunny South Africa. He currently works as a Senior Solution Consultant for the Sage Intacct team, dedicated to the not-for-profit and healthcare sectors for customers across the UK and Ireland.

Jill Halford
Jill Halford National Head of Not for Profit, BDO UK LLP

Jill has over 25 years’ experience working in the not-for-profit sector. She specialises in audit and advisory work (particularly governance reviews). She is a member of the ICAEW Charity Committee, an experienced tutor and runs training courses for charity finance professionals including Civil Society and CFG.

Naziar Hashemi
Naziar Hashemi Partner, Crowe U.K. LLP

Naziar is Crowe’s National Head of Social Purpose & Non Profit Organisations. In addition to providing assurance services Naziar also provides advisory services to a range of charities. She also carries out training for charities and lectures and writes on a range of topics relevant to Trustees and management.

Ruth Kaufman
Ruth Kaufman Chair, Pro Bono OR Steering Group

Ruth chairs the steering group for Pro Bono OR, a service run by the UK's Operational Research Society to introduce volunteers with expertise in analytics, OR, data science, systems thinking and AI, to charities that request their help. She is currently Chair of The CHIRP Charitable Trust.

Dave Massey
Dave Massey Head of Data, Age UK

Dave has recently joined Age UK as their Head of Data. Prior to this, he lead the Strategic Intelligence team at the Trussell Trust who provide high quality data and intelligence to help guide and shape the direction of the organisation. Whether this is business intelligence, data exploration, data visualisation, and using data from within and without the organisation, this team help the whole organisation engage meaningfully with data.

Ian McLintock
Ian McLintock Founder, Charity Excellence

Ian is the founder of Charity Excellence, a free one-stop-shop for anything a non-profit needs which also holds the system’s charity sector Big Data. Its first AI service launched in late 2022 and followed this with several more to catalyse widespread adoption of AI throughout the sector.

Daisy O'Reilly-Weinstock
Daisy O'Reilly-Weinstock Senior Director of Big Bets, Good Innovation

Daisy is the Senior Director of Big Bets at Good Innovation, the social impact innovation consultancy. Her career has spanned television news, edu-tech startups, and charity strategy & innovation. With over 15 years’ experience in innovation, Daisy now leads on foresight and trends through Good Futures, and building cross-sector collaborations.

Rob Pounds
Robert Pounds Senior Charity Relationship Manager, The Co-operative Bank

Rob has over 15 years’ experience supporting the charity and not-for-profit sectors to achieve their goals and ambitions. 

Mark Sainsbury
Mark Sainsbury Founder, Mark Leonard Trust

Mark trained as a chef and enjoyed a 25-year career in hospitality. In parallel with his career in the London food scene, Mark and his wife Zivi have spent 25 years pursuing their philanthropic interests through their grant giving charity, the Mark Leonard Trust, one of the Sainsbury Family Charitable Trusts.

Kate Sayer
Kate Sayer FCA DChA Formerly Director of Integrity & Ethics at Oxfam

Kate has recently retired from her role as the Director of Integrity & Ethics at Oxfam. Before that, Kate was a partner in Sayer Vincent, a professional firm focussing solely on social purpose organisations. Kate has 40 years’ experience of trying to work out what it means to be ethical.

Helen Stephenson
Helen Stephenson CBE Chief Executive Officer, Charity Commission

Helen joined the Charity Commission as CEO in July 2017. Helen has extensive experience of senior leadership across the public and voluntary sectors, having previously served as Director of Early Years and Childcare at the Department of Education and Director of the Office for Civil Society.

Alison Taylor
Alison Taylor CEO, CAF Bank and CAF Financial Solutions Limited

Alison joined CAF Bank as Chief Executive Officer in December 2019 and in 2021, she assumed responsibility for CAF’s Charity Services proposition in addition to her role with CAF Bank. She is principally responsible for driving the transformation of the products and services CAF Bank delivers to UK charities.

Clare Twelvetrees
Clare Twelvetrees Director of Strategy, People and Performance, Brooke

Clare joined Brooke in 2018 and is responsible for leading and facilitating its strategic direction, and understanding and reporting on impact. Clare has over 15 years' experience in the charity and public sectors in a variety of senior international strategy, planning and management roles.

Vikki Watts
Vikki Watts Director - Corporate Tax, BDO

Vikki leads the delivery of tax services to not-for-profit clients, specialising in corporation tax and Gift Aid. She has over 15 years’ experience in corporate tax and Gift Aid for the not-for-profit sector at BDO and the Big 4, and leads BDO’s relationship with the Charity Tax Group.

Session chairs

Daniel Chan
Daniel Chan MBE Director, PwC

Daniel leads PwC's charities audit team and leads the firm's thought leadership for the charity sector. He is a Chartered Accountant and Chartered Public Finance Accountant and holds the ICAEW Diploma in Charity Accounting.

Naziar Hashemi
Naziar Hashemi Partner, Crowe U.K. LLP

Naziar is Crowe’s National Head of Social Purpose & Non Profit Organisations. In addition to providing assurance services Naziar also provides advisory services to a range of charities. She also carries out training for charities and lectures and writes on a range of topics relevant to Trustees and management.

Headshot
Kristina Kopic Head of Charity, ICAEW

Kristina is a Chartered Accountant who has worked in and for the Not-for-Profit sector for over 15 years. She trained at charity specialists Sayer Vincent and subsequently worked in finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts. In her spare time, she is a charity trustee and treasurer.

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Testimonials

An excellent balance of the strategic context shaping the future of the charity sector combined with practical tactical updates on accounting.

Previous attendee ICAEW's Charity Conference 2023

ICAEW yet again delivered a sterling conference with excellent speakers and relevant and topical sessions.

Previous attendee ICAEW's Charity Conference 2023

Once again, it was put together very thoughtfully, covering the financial, reporting and governance issues of most concern to charities in a very helpful and practical way.

Previous attendee ICAEW's Charity Conference 2023

Interesting and relevant topics addressed by some excellent speakers. I have come away both challenged and enthused to carry on my voluntary involvement in the sector. Thank you.

Previous attendee ICAEW's Charity Conference 2023

Interesting, informative and engaging. The sessions are the right length, the speakers are first class, and the chairs managed the sessions and questions beautifully. ICAEW should be very proud of such a great event.

Previous attendee ICAEW's Charity Conference 2023

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by ICAEW or purport to reflect the official policies and views of ICAEW or its members.

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