Key insights on the development of the next Charities SORP from two key figures of the Charities SORP Committee.
Vital technical updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.
UN Sustainable Development Goals
Keynote from the CEO of the Institute of Occupational Medicine, on how purpose-led organisations can re-energise their purpose, get buy-in and deliver greater value by alignment with the UN's Sustainable Development Goals.
Impact of the pandemic
Keynote from the CEO of the British Red Cross, on the impact of the pandemic.
Charity sector insights
Insights from the first year of the Law Family Commission on Civil Society’s exploration of the role charities in UK’s post-COVID-19 renewal agenda.
Thursday 20 January
- Opening remarks
- Keynote: British Red Cross perspective on the impact of Covid
- The three I’s for Charity investors – Inflation, Income & Incorporating ESG into your investment portfolios
- Accounting for charity fundraising: good practice reporting and other considerations
- Accounting update
- Using the UNSDGs to re-energise your organisation’s purpose, get buy in and deliver greater value sector
- IFR4NPO Update
* Please note that the programme is subject to change.
Friday 21 January
- Opening remarks
- Keynote: The role of civil society in the UK’s post-COVID-19 renewal agenda
- Net zero and carbon neutral - what does it mean in practice for charities of all sizes?
- The Charities Bill
- Latest developments in Charity VAT and direct Tax
- What to consider when choosing an accounting system for charities
- SORP Development Update
- Closing Keynote from Claire Dove, VCSE Crown Representative
The British Red Cross is the country’s leading voluntary crisis response organisation. Mike is responsible for all of the British Red Cross’ UK and International work. Prior to his current appointment, he has held other senior positions within BRC, including Managing Director of Operations. Mike has also worked as a Director of Commissioning in the NHS. He began his career as an economist in management consultancy.
Nathan is CEO at the Institute of Occupational Medicine (IOM), a research charity that is focused on protecting and improving health in the workplace and environment. He is a trustee or independent member of several organisations including the Management Board of the Association of Accounting Technicians (AAT), the EDGE and the Mining Institute of Scotland.
After working in corporate finance and on aid assignments, Don has specialised in charities for 30 years, leading the BDO charity team. He conducts advisory and governance projects. He was on the FRC committee responsible for issuing UK official guidance on charity audits and wrote Civil Society's Charity Accounts compliance guide.
Daniel is a member of PwC’s Charities Management Board, the national leadership team for its services to charities. He is PwC’s leading specialist in charity reporting and he leads the ‘Reporting in Charities’ Award, which he helped to introduce in 2014. He is a member of the ICAEW Charity Committee.
Nigel joined the Commission in 2001, first heading up the accountancy unit team in Taunton and holding increasingly senior roles. In June 2020 he was promoted to Assistant Director, Accountancy Services. He advises the senior management team on charity financial issues and oversees the work of the team of accountants who cover all accountancy aspects of operational and inquiry activities.
Claire acts as an intermediary between the Government and the voluntary and social enterprise sectors to champion the Social Value Act and an improvement in commissioning practices. Claire was appointed as VCSE Crown Representative in February 2018. As a key player in the social enterprise movement for over 40 years, she brings a wealth of experience to the role.
Graham is an MBA and a Chartered Tax Adviser. He was appointed by the Charity Tax Group as Technical Adviser in 2016, owing to his involvement in charity VAT and tax issues over many years. This includes discussions with HMRC and the Treasury, dealing with issues that affect the sector.
Carlota holds a BA in Geography from Oxford University and previously worked for a sustainability consultancy advising businesses on their sustainability strategies and disclosures. She leads EdenTree’s work on topics such as human rights, diversity and workforce issues, and is currently studying for the Investment Management Certificate (IMC).
Pesh is one of the high-level commissioners on the Charity Tax Commission, which has carried out a review of the UK charity tax system to develop recommendations to government. He has been a member of the UK Charity SORP Committee for more than 20 years and appointed as Technical Advisor in 2017.
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.
Ajay graduated from the University of Warwick with a degree in history and sociology and worked at Barclays Wealth before joining Ruffer in 2014. Ajay is a member of the charities team and is a member of the Chartered Institute of Securities and Investments
Heather joined the Fundraising Regulator as its Policy and Development Officer in 2020. Previously, Heather held roles at Charities Aid Foundation as a Charity Advisor and at Charity Finance Group as a Policy Officer. She has extensive experience in helping charities of all sizes to develop fundraising strategies, understand regulation and charity law, and build good governance. Heather is also a trustee of Citizens Advice South Lincolnshire.
Joanna is a Partner at Sayer Vincent, Chair of the ICAEW Charity Committee and a member of the Charities SORP Committee. At Sayer Vincent, she has responsibility for technical and compliance, ensuring that the firm remains up-to-date with technical issues in audit and accounting and compliant with ethical standards and professional matters. She is also a tax specialist.
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. He is a founding member of the Law Family Commission on Civil Society, which is exploring the role that the social sector can play alongside business and the government in driving forward the UK’s post-COVID-19 renewal agenda.
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This was the first virtual conference I have attended - I was impressed with ability of the speakers to keep me engaged and found much of the content to be interesting.
Thank you ICAEW, this is the best event of yours I have attended. I definitely felt it was value for money!
This was an excellent conference. Very informative, well-paced and enjoyable.
Not only charity accounting and tax updates, but thought provoking insight into impact reporting that will inform my work with small charities to help them better report the fantastic work they do in their communities.
Two days of first rate training and plenty of ideas to mull over at the end of it.
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