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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

Welcome and introduction
Conference chair Joanna Pittman opens ICAEW's Virtual Charity Conference 2021.
9:45
Keynote: Looking ahead
Helen Stephenson, CEO of the Charity Commission, will talk about the future of the charity sector, including the challenges facing the sector and what can charities can do to meet these challenges. The session will also cover insights into and lessons from the Charity Commission’s inquiry operational work.
09:50
Refreshment break
10:40
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
Lunch break
12:20
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, Director 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.
13:00
#IFR4NPO Project
Developing international financial reporting guidance for non-profit organisations. Pesh Framjee, Partner, Global Head of Not For Profit at Crowe.
13:35
Panel discussion: The future of charity accounting
Chaired by Kristina Kopic, ICAEW's Head of Charity and Voluntary Sector. The panel includes: Nigel Davies, Joint Chair of Charities SORP Committee and Assistant Director of Accountancy Services at the Charity Commission; Pesh Framjee, FCA, Partner and Global Head of Not For Profit at Crowe; and Neal Trup, a Member of the Charities SORP Committee and Director of Neal Howard.
14:10
Development of the Charities SORP
Ahead of the live panel discussion on The Future of Charity Accounting on 21 January, you can get an introduction to the Charities SORP and its ongoing development from this pre-recorded presentation by Nigel Davies, Joint Chair, Charities SORP Committee.
On demand
Cyber crime
National Cyber Security Council
On demand
The future of charities
This session from partner Charles Stanley Wealth Managers explores the future of charities by looking at their financial resilience through challenging times and explore how they can incorporate a commitment to responsible investing into their investment strategy.
On demand

22 January

Welcome and introduction
Joanna Pittman returns to open the second day of the conference.
09:15
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
Refreshment break
10:10
Going concern – charity and auditor perspectives
Many may charities face financial difficulties in 2021, while auditors are required to be more rigorous in their examination of going concern matters due to ISA570. In this session, Sudhir Singh, Head of Not for Profit at MHA MacIntyre Hudson, examines if there be a large number of qualified or modified audit opinions and what can be done now to avoid that situation.
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
Achieving responsible income and growth with a global approach
The turbulent markets of 2020 have left investors nervous. In particular, charity investors are concerned about the likely effects on their investment income, which for many is needed more than ever, and how to capitalise on potential growth opportunities. EdenTree’s Ketan Patel will consider how, by investing in a responsible and sustainable way, charities can achieve income and growth. He will also provide a market outlook for 2021.
11:55
Lunch break
12:25
Building innovation into a small charity’s DNA
Hannah Keartland, Honorary Treasurer at Social Tech Trust, shares her experience of how a small charity with a dedicated set of staff and trustees can successfully transform its governance, business model and operating model to adapt to new circumstances. Find out how charities can become more effective by being entrepreneurial.
13:05
Financial sustainability and the role of the board
Trustees need to ensure a charity remains solvent and understanding the financial health, financial position, resources and income sources all contribute towards financial oversight. Helena Wilkinson, Partner and Head of Charities and NFP at Price Bailey, explores the ways that Boards can ensure they have the right information to deliver on financial sustainability and their decision-making processes.
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 brings together the evidence of how “solutions-driven” journalism is gaining momentum and highlights the opportunities for the voluntary sector.
14:25
Review of Charity Governance Code
The Charity Governance Code has been widely 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 challenge. Sally will also highlight the key changes to the refreshed edition of the code, published in December 2020.
On demand

The speakers

Joanna Pittman is a Partner at Sayer Vincent, Chair of the ICAEW Charity Committee and a member of the Charities SORP Committee. She is chairing ICAEW's Virtual Charity Conference 2021
Joanna Pittman Conference Chair

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.

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 Director, 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.

Tina Cook is Head of Equity Research at Charles Stanley Wealth Managers and a speaker at ICAEW's Virtual Charity Conference 2021
Tina Cook Head of Equity Research, Charles Stanley Wealth Managers

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 Davies, Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity Commission
Nigel Davies, ACA Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity Commission

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 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.

Ajay Johal is Investment Manager and Senior Investment Associate at Ruffer and a speaker at ICAEW's Virtual Charity Conference 2021
Ajay Jahol Investment Manager, Ruffer

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 Keartland is an innovation consultant and a speaker at ICAEW's Virtual Charity Conference 2021
Hannah Keartland Innovation Consultant, Hannah Keartland

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 Ker is an Investment Associate at Ruffer and a speaker at ICAEW’s Virtual Charity Conference 2021
Fiona Ker Investment Associate, Ruffer

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 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.

Kristina Kopic, Head of Charity and Voluntary Sector at ICAEW and a speaker at ICAEW's Virtual Charity Conference 2021
Kristina Kopic, ACA Head of Charity and Voluntary Sector, ICAEW

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.

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.

Ketan Patel is Charity Fund Manager at EdenTree and a speaker at ICAEW Virtual Charity Conference 2021
Ketan Patel Charity Fund Manager, EdenTree

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 Redwood is Chief Global Strategist at Charles Stanley Wealth Managers and a speaker at ICAEW's Virtual Charity Conference 2021
John Redwood Chief Global Strategist, Charles Stanley Wealth Managers

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 Singh, Partner and Head of Not For Profit, MHA MacIntyre Hudson and a speaker at ICAEW's Virtual Charity Conference 2021
Sudhir Singh Partner and Head of Not For Profit, MHA MacIntyre Hudson

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

Neal Trup, ACA, is a sole practitioner specialising in social and community enterprise and a speaker at ICAEW's Virtual Charity Conference 2021
Neal Trup, ACA Sole practitioner

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 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 CABA Logo 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
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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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