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Charity Conference

21 & 22 January 2027, Virtual Event

ICAEW's annual Charity Conference has been designed to prepare you with the knowledge and inspiration to succeed with vital accounting, governance and taxation updates affecting the charity sector and inspiring keynotes, plus give you the opportunity to start the year with up to 8 hours of verifiable CPD.

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Highlights

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Charity Commission address

Reflections from Charity Commission CEO David Holdsworth on the regulator’s priorities and the outlook for the charity sector in 2027.

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Relentless hope in divided times

Learn from Dr Krish Kandiah OBE why hope needs to be a disciplined leadership practice in a climate where compassion itself has become contested.

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CPD updates

Thought-provoking keynotes, panel sessions, and updates on charity accounting, taxation and governance from expert speakers that are perfect to put towards your CPD declaration.

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The impact of data and AI on a charity’s future

Learn from Age UK's transformation journey about the key principles of digital change that charities can apply to drive success through tech improvements and responsible AI.

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Rethinking accountability beyond compliance

This panel will challenge conventional thinking about reporting and explore how finance, impact and decision-making can better connect.

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The UK in an unstable world

Hear Professor Anand Menon’s reflections on the economic and geopolitical forces facing the UK and its charity sector.

2027 Programme

Please note that the programme is subject to change.

Thursday 21 January

Opening remarks
09:00
Charity Commission’s opening address
Charity Commission Chief Executive David Holdsworth will share the regulator’s 2027 priorities and his insights on the key challenges and opportunities facing the charity sector in the year ahead.
09:05
Opening keynote: The UK in an unstable world
Professor Anand Menon, Director of UK in a Changing Europe, will look at the political,economic, and geopolitical challenges confronting the UK. He'll explain how these interact, what the prospects for the country are, and what this could mean for the charity sector in the UK.
09:45
Companies House reform - what charities need to know
How is the Economic Crime and Corporate Transparency Act reshaping the regulatory landscape for charitable companies? Join Claire Jenkins, Senior Policy Adviser at Companies House, for an update on the reforms already in force and what comes next, including the move to digital accounts filing in April 2028. Learn how Companies House and charity regulators are working together to support charities through the transition and what organisations should be doing now to prepare.
10:30
Break
11:00
Accounting update
Hear from Jill Halford, National Head of Not for Profit at BDO and Don Bawtree, Senior Adviser at BDO for their round up of recent charity-related accounting and reporting developments, especially relevant to the current year-end reporting season.
11:15
Partner session: How charity finance leaders are driving organisational impact
What does effective finance leadership look like in today's charity sector? Finance leaders are under increasing pressure to do more with less, provide strategic insight, drive organisational change and support long-term sustainability, all while maintaining strong financial control. Join The Ramblers and Xledger as they share insights and discuss how finance leaders can influence decision-making, build credibility across the organisation and make a meaningful impact beyond reporting and compliance.
12:30
Lunch and virtual exhibitions
13:00
How data and AI are shaping Age UK's future
Digital transformation is about more than technology. In this session, Dr Dave Massey, Head of Data and AI at Age UK, explores how the charity is using data and AI to strengthen its foundations, enhance customer engagement, adopt responsible AI and build the capabilities needed to create meaningful impact for older people. Drawing on Age UK's transformation journey, he will share the key principles that organisations can apply to drive successful change in their own contexts.
14:00
Professional development in a rapidly changing world
What does professional development look like in an era of rapid change? From adapting to new technologies and regulatory developments to broadening leadership and strategic skills, our panel of experienced ICAEW members will discuss how they invest in their own development and prepare for the opportunities and challenges ahead. Panellists include: Alan Vallance, Siobhan Holmes, Martin Cordy and Heidi Fisher MBE.
14:45
Closing remarks
15:25
End of day 1
15:30

Friday 22 January

Opening remarks
09:00
Partner session: Beyond compliance - The future of charity accountability
Who are charities really accountable to, and what should they be held accountable for? This panel challenges conventional thinking about reporting, exploring how finance, impact and decision-making can better connect. Drawing on the Charities SORP 2026, the International Non-Profit Accounting Standard (INPAS), and the public benefit requirement, we’ll ask what meaningful, proportionate accountability should look like. Panellists: Mark Salway, Samantha Musoke, and Jeremy Nicholls.
09:05
Unfair dismissal reform: managing charity employers’ risk
Changes taking effect from January 2027 will increase the number of unfair dismissal claims and make claims potentially much more costly for employers. Join legal expert Carla Whalen for a practical overview of changes to the law, the financial and governance risks they create for charities, and the steps organisations can take now to strengthen processes, reduce risk and manage employment disputes effectively.
09:55
Partner session: Preparing for external scrutiny under the Charities SORP 2026
The new Charities SORP and FRS 102 amendments bring significant reporting changes. This session, presented by Grant Thornton's Harriet Taylor-Raine and Stephen Dean, uses real case studies to look at the judgements you'll need to document, the transition evidence auditors will expect, and where early conversations with your audit team or independent examiner can save real time and friction down the line. You'll leave with a clear sense of how to prepare for a smoother first audit or independent examination under the new framework.
10:30
Break
11:00
Latest developments in charity VAT and direct tax
In this session, Chris Evans, VAT Director, Helen Berry, Director - Corporate Tax, and Nick Duffin, Principal - Employment Taxes at BDO, will provide an update on the latest corporation tax, VAT, Employment taxes and Gift Aid developments.
11:20
Closing keynote: Relentless hope - doing good in divided times
Charities are being asked to do more with less, in a climate where compassion itself has become contested. Drawing on his experience founding and leading a national charity through political and financial storms, Dr Krish Kandiah OBE makes the case that hope is not naive optimism but a disciplined leadership practice. Expect honest reflection on the pressures facing civil society, and a genuinely hopeful, practical vision for creativity, collaboration and compassion.
12:15
Closing remarks
12:55
End of day 2
13:00

Our speakers

Speaker: David Holdsworth
David Holdsworth Chief Executive Officer, Charity Commission for England and Wales

David Holdsworth was appointed as Chief Executive of the Charity Commission on 7 February 2024. His prior roles include Chief Executive Officer of the Animal and Plant Health Agency, Deputy CEO of the UK Intellectual Property Office, and Deputy CEO and Registrar of Charities for England and Wales at the Charity Commission.

Speaker: Samantha Musoke
Samantha Musoke NPAS Adoption and Engagement Director, INPRF

Samantha is the Adoption and Engagement Director for INPAS, the first global financial reporting framework created specifically for non-profit organisations, which was issued by the International Non-Profit Reporting Foundation (INPRF) in October 2025. She is a passionate, Uganda-based UK Chartered Accountant (ACA) and CPA(U) with 25+ years post qualification experience.

Speaker: Krish Kandiah OBE
Dr Krish Kandiah OBE Founder, Sanctuary Foundation

Dr Krish Kandiah OBE is founder of the Sanctuary Foundation, a regular broadcaster on BBC Radio 2 and Radio 4. Krish lives in Oxfordshire and has 6 children - 3 through birth and 3 through fostering and adoption.

Speaker: Anand Menon
Professor Anand Menon Director, UK in a Changing Europe

Anand Menon is Professor of European Politics and Foreign Affairs at Kings College London. He is a Director at Public First and directs the UK in a Changing Europe project which has established itself as the leading source of impartial, research based evidence on the UK and its relationship with the EU.

Speaker: Carla Whalen
Carla Whalen Partner, Russell-Cooke Solicitors

Carla Whalen is a partner at Russell-Cooke Solicitors. She advises charities and not-for-profit organisations on employment, people management, and data protection law, helping them navigate complex legal and regulatory challenges. Carla combines legal expertise with experience and understanding of the not-for-profit sector.

Speaker: Alan Vallance
Alan Vallance Chief Executive, ICAEW

Alan was appointed as Chief Executive in April 2024 at ICAEW. Prior to this, Alan was Chief Executive of the Chartered Insurance Institute. Based in the City of London, he was responsible for running the leading chartered professional body for insurance and financial planning professionals, with 125,000 members in 150 countries.

Speaker: Jeremy Nicholls
Jeremy Nicholls Co-founder and now advisor to Social Value International

Jeremy is a chartered accountant, honorary Senior Fellow at the University of Liverpool, ambassador for the Capitals Coalition, co-founder and now advisor to Social Value International, and an Ashoka Fellow. He is seeking to change the basis on which profit is calculated by using regulatory, public interest and accounting levers.

Speaker: Claire Jenkins
Claire Jenkins MSc FCCA Senior Policy Adviser (Accounts and Reporting), Companies House

Claire is a Senior Policy Adviser with responsibility for Accounts and Reporting at Companies House, the UK’s Company Registry. She joined the Civil Service after working in a wide range of businesses, ranging from SME’s to global multi-nationals. She is a qualified Accountant and holds a MSc in Forensic Accounting

Speaker: Heidi Fishe
Heidi Fisher MBE FCA Strategic Impact and Learning Partner; Make an Impact CIC

A Chartered Accountant by background, Heidi trained with PwC and ran her own accountancy practice specialising in supporting charities and social enterprise. She founded Make an Impact CIC, and she received an MBE for Services to Innovation in Social Enterprise and to Impact Measurement in the 2020 New Year Honours.

Dave Massey
Dave Massey Head of Data and AI, Age UK

Dr Dave Massey is Head of Data and AI at Age UK, leading the charity's data strategy, governance, CRM transformation and responsible AI agenda. A strategic leader and data storyteller, he helps organisations turn complex information into better decisions and is passionate about delivering meaningful digital transformation that improves outcomes for people.

Jill Halford
Jill Halford National Head of Not for Profit, BDO UK LLP

Jill has over 25 years’ experience working in the Not for Profit sector. She specialises in audit and advisory work (particularly governance reviews). She is an experienced tutor and runs training courses for charity finance professionals including Civil Society and CFG.

Don Bawtree
Don Bawtree Charity Senior Adviser, BDO UK LLP

Don has specialised in charities for the last thirty years. For much of that time he led the BDO charity team and acted for many of the largest and best known charities in the UK, covering healthcare, international, animal welfare, arts and Christian organisations.

Speaker: Martin Cordy
Martin Cordy Interim Director of Finance, Carers First

Martin is an experienced charity and finance leader who has worked across palliative care, NHS, and social enterprise organisations across the UK. He is passionate about ensuring organisations achieve the greatest impact from their resources, helping deliver meaningful outcomes for the communities they serve.

Speaker: Siobhan Holmes
Siobhan Holmes FCA DChA Partner, Azets

Siobhan is a Partner at Azets specialising exclusively in the charity and not-for-profit sector for over a decade. She holds a Diploma in Charity Accounting (2015) and was named in Accountancy Age’s 35 Under 35 in 2024 for her dedication to clients and the sector.

Speaker: Mark Salway
Mark Salway FCA DChA Co-lead in MSc Finance Pathways, Bayes Business School

Mark is an ICAEW Chartered Accountant and management consultant specialising in charity sector finance, strategy, efficiency, business models, and social impact. He has over 25 years’ experience of helping charities strengthen governance, transparency, and financial accountability. Mark co-leads the MSc Pathway in Financial Management and Accounting at Bayes Business School.

Speaker: Stephen T Dean
Stephen T Dean Director, Grant Thornton UK LLP

Stephen is an Audit Director, specialising in the Not-for-Profit sector, with experience across the housing, education and charity sectors. Stephen co-leads the firm’s national Not-for-Profit audit practice and he regularly delivers training and speaking slots at sector conferences, webinars and events.

Speaker: Harriet Taylor-Raine
Harriet Taylor-Raine Not-for-Profit Technical Manager at Grant Thornton UK LLP

Harriet is a Financial Reporting Manager, specialising in the Not-for-Profit sector, with technical experience across the housing, education and charity sectors. Harriet is a treasurer trustee for a domestic abuse charity in Yorkshire, and a committee member for her local branch of the Military Wives’ Choir.

Speaker: Nick Duffin
Nick Duffin Principal – Employment Taxes, BDO

Nick is an Employment Taxes Principal and leads BDO’s Global Employer Services team in the North West. He has over 25 years’ experience of Employment Taxes, which he draws on to provide support and advice to a broad spectrum of clients on all employment tax related matters.

Speaker: Helen Berry
Helen Berry Director – Corporate Tax, BDO

Helen has over 20 years’ experience working with a wide variety of not for profit organisations across the country, specialising in corporation tax, including the creative industry scheme reliefs, and Gift Aid. Helen’s breadth of experience means she is fully aware of the challenges faced within the sector.

Speaker: Chris Evans
Chris Evans Director – Indirect Tax, BDO

Chris is an indirect tax specialist with client portfolio focusing on not for profit, land and property and international matters. He has 12 years’ experience in VAT and other indirect taxes, focusing primarily on advisory matters but with experience of compliance, risk and governance issues as well.

Session chairs

Speaker: Fiona Condron
Fiona Condron National Head of Charities, BDO

Fiona is an Audit Partner at BDO UK and the firm’s National Head of Charities. She is passionate about providing high quality external audit to many of the leading charities and social enterprises in the UK. Fiona is the Chair of ICAEW’s Charity Committee.

Speaker: Cara Turtington
Cara Turtington Partner, Saffery

Cara specialises in the not-for-profit sector, working with a diverse range of not-for-profit organisations. She leads many of the firm’s largest and most complex charity audits and provides guidance on governance, controls and reporting. Cara leads the firm’s Not-for-Profit Practice Group and is a member of the ICAEW’s Charity Committee.

Speaker: Judith Miller
Judith Miller Partner, Sayer Vincent

Judith is a partner at Sayer Vincent, a firm of auditors and advisers to charities and social purpose organisations. She is passionate about learning and development and held several trustee roles that have helped to bring different perspectives to her day job. Judith is a member of ICAEW’s Charity Committee.

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Kristina Kopic Head of Charity, ICAEW

Kristina is a Chartered Accountant who has worked in and for the Not-for-Profit sector for over 15 years. She trained at charity specialists Sayer Vincent and subsequently worked in senior finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts before joining ICAEW in 2020.

Our partners

Find out more about the ICAEW commercial partners supporting this event:

iplicit Grant Thornton logo Xledger
Learn more about our partners

Testimonials

Another brilliant event, rich in content and advice that has provided me with plenty to think about to support my charity over the next 12 months!

Previous attendee ICAEW's Charity Conference 2026

Well worth attending... really good value for money. Would do it all again!

Previous attendee ICAEW's Charity Conference 2026

As always, the ICAEW Charity Conference is a must event to remain updated, hear about new developments in the sector and provides an opportunity to network.

Previous attendee ICAEW's Charity Conference 2026

A great event! Practical, accessible and covered a wide range of relevant subject matter presented by very engaging presenters!

Previous attendee ICAEW's Charity Conference 2026

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by ICAEW or purport to reflect the official policies and views of ICAEW or its members.

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