Highlights
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.
CPD updates
Vital technical updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.
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.
Purpose and impact in reporting
Impact reporting and the use of digital, as well as wider reporting trends and future developments in charity reporting.
#IFR4NPO Project
Developing International Financial Reporting guidance For Non-Profit Organisations
The programme
21 January
- Welcome and introduction
- 9:45
- Keynote: Looking ahead
- 09:50
- Refreshment break
- 10:40
- Investing in an era of COVID-19 and political change
- 11:00
- Accounting update
- 11:35
- Lunch break
- 12:20
- Purpose and impact in reporting by charities
- 13:00
- #IFR4NPO Project
- 13:35
- Panel discussion: The future of charity accounting
- 14:10
- Development of the Charities SORP
- On demand
- Cyber crime
- On demand
- The future of charities
- On demand
22 January
- Welcome and introduction
- 09:15
- Keynote: The challenge of impact
- 09:20
- Refreshment break
- 10:10
- Going concern – charity and auditor perspectives
- 10:30
- Latest developments in VAT and direct tax
- 11:05
- Achieving responsible income and growth with a global approach
- 11:55
- Lunch break
- 12:25
- Building innovation into a small charity’s DNA
- 13:05
- Financial sustainability and the role of the board
- 13:40
- Keynote: Constructive journalism
- 14:25
- Review of Charity Governance Code
- On demand
The speakers
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.
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.
Tina joined Charles Stanley in 2008 and heads the UK Equity Strategy Committee. She is a Chartered Fellow of the CISI. In the 2011 Financial Times StarMine Awards for Europe, she was rated the No.1 stock picker for the utilities sector. She holds a DPhil in Psychology and an MSc in International Securities, Investment and Banking.
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.
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 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.
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
Hannah helps organisations to deliver innovation that has an impact. She draws on her director-level experience in innovation, finance and operations, as well as 20 years' practical experience working in innovation, project delivery and management roles across all organisational functions. She did her accountancy training at Deloitte and held roles at Innocent Drinks and Cancer Research UK. She is Trustee and Honorary Treasurer of Social Tech Trust.
Fiona graduated with an honours degree in singing performance from the Royal Conservatoire of Scotland and went on to qualify as an ICAEW Chartered Accountant with Ernst & Young. She joined Ruffer in 2017 in Edinburgh and is a member of the Chartered Institute of Securities and Investments.
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.
Kristina has worked in and for the not-for-profit sector for more than 13 years. She trained at Sayer Vincent LLP and has worked in finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trust. She holds charity-specific qualifications in accountancy and finance, law and governance.
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 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.
Ketan joined EdenTree in 2003 as a Research Analyst. He began his career at JP Morgan, before moving to Insight Investment as a Global Healthcare and Biotech Analyst. He is co-manager on the EdenTree Responsible and Sustainable UK Equity Fund, Amity Global Equity Fund for Charities and EdenTree Responsible and Sustainable UK Equity Opportunities Fund.
John has held many roles in the investing world including: Investment Director, Head of Investment Research, Non-Executive Director of an Investment Trust and is now part time Chief Global Strategist of Charles Stanley. He runs a demonstrator fund and provides regular commentary on China, the USA and the EU economies and markets.
Sudhir has been a specialist not-for-profit audit partner for 20 years and worked in the sector for 30 years, joined MHA in 2013. Prior to this he was a specialist NFP Partner or headed the sector groups for three other top 15 firms – RSM, Crowe and Mazars. He provides a wide range of assurance and advisory services.
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.
Neal specialises in social and community enterprise. He works with smaller charities and enterprises across the UK on asset transfers, improvement and turnaround, strategic planning, management reporting, social finance and community shares. Neal has developed a range of online diagnostic and assessment tools for major funders and joined the SORP Committee in 2020.
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.
Excellent in helping us to keep up with important developments in areas which we don't encounter on a daily basis.
An excellent "all in one" event.
Who'd have thought you could enjoy an accounting conference so much. A fascinating day. Thank you.
Lots of info all under one roof, excellent course.
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