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ICAEW event

Virtual Charity Conference

21-22 January 2021

ICAEW's popular annual Charity Conference has been designed to prepare you with the knowledge to thrive in challenging times with vital accounting, governance and taxation updates affecting the charity sector.

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ICAEW's Virtual Charity Conference 2021 will take place on 21 and 22 January.

Highlights

Carefully chosen sector experts will provide the Charity and Voluntary Sector with compelling content, relevant insights and key technical updates through a mix of live and on-demand sessions.
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Charity Commission insights

Keynote from Helen Stephenson, CEO of the Charity Commission, on the future of the charity sector and lessons from the Charity Commission’s inquiry work.

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CPD updates

Vital technical updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.

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Solutions driven journalism

Keynote from Sir Martyn Lewis CBE, former BBC & ITN newscaster, who shares the remarkable evidence of how “Solutions driven” Journalism is gathering momentum.

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Purpose and impact in reporting

Impact reporting and the use of digital, as well as wider reporting trends and future developments in charity reporting.

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#IFR4NPO Project

Developing International Financial Reporting guidance For Non-Profit Organisations

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The programme

21 January

Keynote: Looking ahead
Helen Stephenson, CEO of the Charity Commission, will talk about the future of the charity sector and lessons from the Charity Commission’s inquiry work.
09:50
Investing in an era of COVID-19 and political change
Ruffer’s Ajay Johal, Charity Investments Manager, and Fiona Ker, Senior Investment Associate, will discuss the investment outlook and how recent global events might further impact markets. This forward-looking session will consider asset allocation and talk through key themes and investments which will help ensure you are well positioned for the future.
11:00
Accounting update
Don Bawtree, Charity Senior Adviser, BDO UK LLP, provides a round up of recent developments, especially relevant to the current year-end reporting season. Topics will include: new legal requirements for the annual report, charity SORP information sheets and COVID related transactions and concessions.
11:35
#IFR4NPO Project
Developing international financial reporting guidance for non-profit organisations. Pesh Framjee, Partner, Global Head of Not For Profit at Crowe.
14:20
Cyber crime
National Cyber Security Council
On demand
Purpose and impact in reporting by charities
The Trustees’ Annual Report is an important publication in a charity’s suite of communications with its stakeholders. Dan Chan, Senior Manager at PwC, will explore key principles for good practice charity reporting from PwC’s Reporting in Charities Award, in particular those which can be applied proportionately to a charity’s size and resources.
On demand

22 January

Keynote: The challenge of impact
In the face of climate change and increasing inequality, we want to have an impact but can struggle. It can feel like there is much choice in measuring impact, or that it takes too long, is too expensive or isn’t useful. Jeremy Nicholls, Director of Social Value International, asks why this has happened and what we can learn from financial reporting.
09:20
Going concern – charity and auditor perspectives
This session will be lead by MHA MacIntyre Hudson.
10:30
Latest developments in VAT and direct tax
The VAT landscape has seen considerable change in 2020, Graham Elliott, Director, City and Cambridge Consulting will be reviewing the revised treatment of various communications supplies, such as literature and advertising, and the changes that arose as a direct result of COVID. COVID-related VAT and gift aid reliefs will also feature.
11:05
Financial sustainability and the role of the board
Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey
13:40
Keynote: Constructive journalism
It’s 25 years since Sir Martyn Lewis CBE stirred up a hornets nest with his controversial speech about the need for a better balance between negative and positive news coverage. Now the former newscaster returns to his theme and brings together the evidence of how constructive or “solutions-driven” journalism is gaining momentum.
14:25
Review of governance code
Since its relaunch in 2017, the Charity Governance Code has been acknowledged as a valuable tool for trustees to promote better governance practice. Consultant Sally Knight reflects on the key principles in the code, drawing on her practical experience of the areas which often cause the liveliest debate, and consider potential future developments
On demand

The speakers

Don Bawtree is Charity Senior Adviser at BDO UK LLP and a speaker at ICAEW's Virtual Charity Conference 2021
Don Bawtree Charity Senior Adviser, BDO UK LLP

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 Chan is a Senior Manager at PwC and a speaker at ICAEW's Virtual Charities Conference 2021
Daniel Chan Senior Manager, PwC

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.

Graham Elliott is Director of City and Cambridge Consultancy and a speaker at ICAEW's Virtual Charity Conference 2021
Graham Elliott Director, City and Cambridge Consultancy

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.

Pesh Framjee FCA is Partner, Global Head of Not For Profit Crowe and a speaker at ICAEW's Virtual Charity Conference 2021
Pesh Framjee Partner, Global Head of Not For Profit, Crowe

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.

Sally Knight FCA is a consultant and a speaker at ICAEW's Virtual Charity Conference 2021
Sally Knight Sally Knight Consulting

Sally has 20 years’ experience of advising on charity accounting, reporting and governance matters. For many years, she acted as external audit and advisory partner for not-for-profit organisations. She now runs her own consultancy business specialising in support and training for charity trustees, finance staff and volunteers.

Sir Martyn Lewis CBE is a speaker at ICAEW's Virtual Charity Conference 2021
Sir Martyn Lewis CBE Chairman, Queen’s Award for Voluntary Service

Former journalist Martyn now works extensively in the voluntary and corporate sectors. Current charity roles include Chairman of the Queen’s Award for Voluntary Service and VP of the three main UK hospice charities. He recently served six years as Chair of NCVO. His company, YourBigDay Ltd, offers unique video “time-capsules”.

Jeremy Nicholls is Director and Founder of Social Value International and a speaker at ICAEW's Virtual Charity Conference 2021
Jeremy Nicholls Director and Founder, Social Value International

Jeremy is one of the founders of Social Value International, a membership organisation for individuals and organisations supporting principles and standards in accounting for social and environmental impact. He works with the Impact Management Project, is an ambassador for the Capitals Coalition and a visiting Professor of Social Value at Staffordshire University.

Helen Stephenson CBE is CEO of the Charity Commission and a speaker at ICAEW's Virtual Charity Conference 2021
Helen Stephenson CEO, The Charity Commission

Helen joined the Charity Commission as CEO in July 2017. She 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.

Helena Wilkinson	is Head of Charities and NFP at Price Bailey LLP and a speaker at ICAEW's Virtual Charity Conference 2021
Helena Wilkinson Partner, Head of Charities and NFP, Price Bailey LLP

Helena was Vice-Chair of ICAEW Charity Finance Professionals Community until Dec 2019. A recognised charity expert, she writes for national and charity press and regularly presents at events. She has worked in the not-for-profit sector for nearly 29 years, including seven years as FD of Alexandra Park and Palace.

Testimonials

The event is a good mix of the technical and the practical and a good opportunity to meet fellow professionals who are engaged in the sector. I strongly recommend it.

Previous attendee ICAEW's Charity Conference 2019

Excellent in helping us to keep up with important developments in areas which we don't encounter on a daily basis.

Previous attendee ICAEW's Charity Conference 2019

An excellent "all in one" event.

Previous attendee ICAEW's Charity Conference 2019

Who'd have thought you could enjoy an accounting conference so much. A fascinating day. Thank you.

Previous attendee ICAEW's Charity Conference 2019

Lots of info all under one roof, excellent course.

Previous attendee ICAEW's Charity Conference 2019

Our partners

Find out more about headline sponsor Ruffer and the other ICAEW commercial partners supporting this event.

Logo of Ruffer an ICAEW commercial partner Logo of ICAEW commercial partner Charles Stanley Logo of Eden Tree an ICAEW commercial partner Logo of MHA MacIntyre Hudson Logo of Nationwide an ICAEW commercial partner Logo of Waverton an ICAEW Commercial partner
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Prices

Thanks to our sponsors ICAEW can offer a subsidised ticket price for community and ICAEW members. The Charity Finance Professionals Community and the Volunteering Community are open to ICAEW members and non-members. The communities offer benefits such as discounts for events like this one. You must be a member of the community before booking an event to be eligible for discounts.
Please note: you may need to wait 24 hours after subscribing before you can book to attend.

Members and subscribers

Charity Finance Professionals Community

£25.00 +VAT
Members and subscribers
Non-members

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