Charity Commission keynote
Charity Commission Chair Orlando Fraser will share his vision for the Commission and the sector it regulates and reflect on his first year as Chair.
Charity sector insights
Final findings and recommendations from the Law Family Commission on Civil Society’s research into how we can unleash the potential of civil society.
Vital technical updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.
Charity sector leaders will join ICAEW’s Chief Executive, Michael Izza, on a panel to discuss the importance of sustainability action
Diversity and Inclusion
ACEVO’s Joyce Materego and Jane Ide will share what they have learnt about successfully delivering real diversity in the charity sector.
Hear a first-hand experience of how to navigate financial distress in charities and wind down a charity while protecting key services for beneficiaries.
Thursday 19 January
- Opening remarks
- Keynote: Opening Keynote from Orlando Fraser KC, Chair of the Charity Commission
- Headline partner session: Geopolitics and inflation – preparing for a new investment regime
- Accounting Update
- Partner session: How to manage your risk as a charity volunteer?
- Lunch break
- Partner session: Charity governance after Kids Company: what are the lessons for trustees and the sector?
- Panel session: Sustainability
- Closing remarks
* Please note that the programme is subject to change.
Friday 20 January
- Opening remarks
- Keynote: Opening Keynote from Joyce Materego and Jane Ide, Treasurer and CEO of ACEVO
- Partner session: Reporting against the SDGs: best practice or greenwash?
- Latest developments in Charity VAT and direct Tax
- Navigating financial distress and insolvency – a charity’s story
- Lunch break
- Keynote: Closing Keynote from Matt Whittaker, CEO at Pro Bono Economics
- Closing remarks
Orlando Fraser has been a commercial barrister for nearly 30 years, practising at 4 Stone Buildings. He was appointed Queen’s Counsel in 2014. Previously he served on the board of the Charity Commission from 2013 to 2017, where he acted as one of two statutory legal members and chaired the Governance & Remuneration Committee as well as the Policy & Guidance Committee.
Joyce is the chief operating officer of the Black Equity Organisation. She was previously director of finance and resources at SignHealth and has worked in the charity sector since 2009 after more than 10 years in the book publishing and media industry.
Appointed Chief Executive in 2006, Michael’s leadership has seen ICAEW embrace a vision of chartered accountants enabling a world of sustainable economies, transforming itself into a professional accountancy body with a truly global identity and reach.
Harriet joined climate charity Ashden in 2019. Experienced in winning public support for social and environmental solutions, she previously led peacebuilding charity International Alert and spent 15 years growing Fairtrade in the UK and globally. She was appointed a CBE in 2006.
Matt is Chief Executive at Pro Bono Economics, the charity established by former Bank of England Chief Economist Andy Haldane to help other charities measure, understand and value their impact.
Jane joined ACEVO in May 2022. She has most recently headed up Creative and Cultural Skills, working to create fair and inclusive opportunities within the creative and cultural sectors. Before that, she spent four years as CEO of NAVCA, where she led the transformation of the national membership body for local voluntary sector infrastructure organisations in England.
Derek Bardowell (he/him) is the CEO of Ten Years’ Time. He is an author, transformative coach, part-time park runner, reimaginer, and devoted dad. Once a music journalist and youth worker, and for many years a disruptive funder, Derek works at the intersections of race, culture, and philanthropy.
Carol was appointed Chief Executive of ACF in 2016, having previously served as its Deputy Chief Executive. Prior to ACF, Carol worked advising charities on governance and charity law, as well as national policy formulation at the Charity Commission for England & Wales. She also has experience in grass-roots charities and the commercial sector, having begun her career in the international trading and refining division of an oil company.
Philip is a partner in Bates Wells’ Charity and Social Enterprise team, where he advises non-profit organisations of all kinds on their difficult commercial and governance issues. Philip advised the majority of the former Kids Company trustees in their successful defence of the Official Receiver’s disqualification proceedings and in relation to the Charity Commission inquiry.
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.
As a partner, Judith shares the responsibility for managing the firm and leads on HR issues. Learning and development, both at SV and outside work, is a field she loves. Judith firmly believes that, with the right support and training, we can master many things may be anxious about – numbers and finances are often such areas.
Ajay Johal graduated from the University of Warwick with a degree in history and sociology and worked at Barclays Wealth before joining Ruffer in 2014. In 2019, he worked as an equity analyst in Ruffer’s Hong Kong office, before returning to the charities team in London as an Investment Manager. He is a member of the Chartered Institute of Securities & Investment and is co-manager of the Charity Assets Trust.
Jill is an Audit Partner and National head of Charities within BDO’s Not for Profit group, leading the delivery of audit and advisory services for BDO UK. Jill has over 20 years’ experience of advising charities and social enterprises on multilocation and complex engagements.
Socrates is head of our VAT Consultancy team. He has more than 28 years’ experience advising on a wide range of VAT issues in the not for profit sector. He can support with property and construction projects, negotiating VAT recovery methods and undertaking VAT reviews.
Rita holds a BSc in Biochemistry from King’s College London, and an MSc in Management with Finance from University of Bath. She is a Chartered Accountant with experience in audit and consulting from EY, and ESG experience from FAIRR Initiative. Rita leads on Thematic, Sustainability and Impact.
Luke is a tax partner specialising in charity and not for profit tax. Luke is an expert on all tax issues affecting the not for profit sector, performing a range of services including: advice on structuring, property transactions, social investment tax relief, charitable trading, qualifying charitable investment and funding, Gift Aid and other tax efficient giving, as well as tax advice for fundraising.
Anthony is a Chartered Certified Accountant and Licensed Insolvency Practitioner advising individuals and organisations experiencing financial difficulties. He has extensive knowledge and experience of advising charities.
Liz Norris is a qualified solicitor who heads up the financial lines claims team at Marsh Commercial. She has nearly 20 years’ experience of supporting professionals in defending claims across cyber, professional indemnity and D&O insurance policies.
Ed Partridge has 18 years’ experience in the insurance market, specialising in partnerships, working with organisations to develop and deliver bespoke insurance solutions for their members and clients.
Kelly has over 9 years’ experience within the insolvency industry and gained her Certificate of Proficiency in Insolvency in 2016. She currently specialises in Creditors’ Voluntary Liquidations but she has experience in dealing with both personal and corporate insolvency procedures. She has aided a number of charities who have faced financial difficulties and assisted them with both formal insolvency options and restructuring plans.
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.
In addition to providing assurance services Naziar also provides advisory services to a range of charities. Naziar leads Crowe's work on Donor Audits and has knowledge of institutional funding requirements having produced reports for a variety of institutional and governmental donors. She also carries out training for charities and lectures and writes on a range of topics relevant to Trustees and management.
Kristina is the ICAEW’s Head of Charity and Voluntary Sector. She is a Chartered Accountant who has worked in and for the Not-for-Profit sector for over 14 years. Kristina trained at Sayer Vincent and subsequently worked in finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts.
Headline Partner: Ruffer
An interesting and varied programme that gave an excellent insight into the opportunities and challenges of the sector.
A must CPD for all charity trustees!
Very comprehensive event with a good range of speakers, meeting the needs of anyone involved in charity finance, from auditors to those working for charities
A well-rounded event that covers everything a senior charity finance professional needs to know about, from the technical to the strategic
Excellent perspective on current charity issues.
Well organised event and well worth attending for those dealing with Charities of any size.
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