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ICAEW's popular 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.
This conference is virtual and as a result all sessions will be recorded. The recorded sessions will be available to all delegates after the event. These recordings can also be viewed anytime after the event as an on demand conference.
From January 2023, the Charity Finance Professionals Community and Volunteering Community will become the Charity Community, a subscription-free community for finance professionals and volunteers working in the charity sector. Please click here to join the community and enjoy benefits such as discounts for events like this one. You must be a member of the community before booking an event to become eligible for discounts.**Charity Community subscribers can join the Conference for just £25+VAT. Please note that you may need to wait 24 hours after subscribing before you can access the exclusive Community rate.**
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Please note that the programme is subject to change
Accounting UpdateHear from Don Bawtree, Senior Adviser at BDO and Jill Halford, National Head of Charities at BDO for their round up of recent charity related accounting and reporting developments, especially relevant to the current year end reporting season.
Partner session: How to manage your risk as a charity volunteer? Marsh Commercial will offer advice to ICAEW members on how they can manage their personal risk of being a volunteer. Edward Partridge and Liz Norris will focus on the roles that many ICAEW members hold, including charity trustees and board office holder, ICAEW members advising charities on a voluntary basis and pro bono Independent Examiners.
Partner Session: Charity governance after Kids Company: what are the lessons for trustees and the sector?Last year, the High Court ruled that the former trustees of Kids Company should not be disqualified as company directors. Philip Kirkpatrick, Deputy Managing Partner at Bates Wells, who acted on the case, will reflect not only on the decision but on the impact of bringing the case in the first place, and what this case means for governance, trusteeship and traditional charity models more widely.
Panel session: Sustainability Daniel Chan, Chair of the ICAEW Charity Committee, will chair this panel session to discuss sustainability initiatives within the charity sector and the role of accountants in helping charities set and achieve sustainability goals. Panel members include Michael Izza, Chief Executive of ICAEW, Harriet Lamb CBE, Chief Executive of Ashden Climate Solutions, Derek Bardowell, Chief Executive of Ten Years’ Time, and Carol Mack OBE, Chief Executive of the Association of Charitable Foundations.
Closing remarks day 1
Orlando Fraser, Chair of Charity CommissionOrlando Fraser has been a commercial barrister for nearly 30 years, practising at 4 Stone Buildings. He was appointed Queen’s Counsel in 2014.
Previously he served on the board of the Charity Commission from 2013 to 2017, where he acted as one of two statutory legal members and chaired the Governance & Remuneration Committee as well as the Policy & Guidance Committee. Orlando has also served on the Civil Justice Council and the National Council for Voluntary Organisations’ Advisory Council.
Orlando’s involvement in the voluntary sector stretches back to 1992, when he took an aid convoy to Bosnia to help its Muslim population. Since then he has served on the Management Committee of a West London refuge for women victims of domestic abuse, served as a Governor of Ilfracombe College, edited the voluntary sector sections of Centre of Social Justice’s “Breakdown Britain” and “Breakthrough Britain” reports, and supported the Rugby Portobello Trust charity through the 2017 Grenfell tragedy. Apart from the Rugby Portobello Trust, Orlando supports a number of other charities.
Michael Izza, CEO at ICAEWAppointed Chief Executive in 2006, Michael’s leadership has seen ICAEW embrace a vision of chartered accountants enabling a world of sustainable economies, transforming itself into a professional accountancy body with a truly global identity and reach.
Michael regularly meets ministers, policy-makers and regulators from around the world, and is a frequent media commentator on economic and business issues. He passionately believes in the importance of strengthening the profession by attracting talent and building diversity. He is committed to ICAEW membership comprising of significant and growing numbers of exceptional individuals from all backgrounds, with the profile of the institute’s members and students fairly reflecting the societies they serve.
Michael qualified as an ICAEW Chartered Accountant in 1986 with Coopers & Lybrand after graduating in law from Durham University, where he was also president of the student union. He has served as a school governor for eleven years and is a trustee of several charities, including Moorfields Eye Charity, supporting London’s world class Moorfields Eye Hospital.
Harriet Lamb, CBE of Ashden Climate Solutions Harriet joined climate charity Ashden in 2019. Experienced in winning public support for social and environmental solutions, she previously led peacebuilding charity International Alert and spent 15 years growing Fairtrade in the UK and globally. She was appointed a CBE in 2006. Her second book From Anger to Action: Inside the Global Movements for Social Justice, Peace and a Sustainable Planet was published in 2021.
Matt Whittaker,CEO at Pro Bono Economics 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.
Derek Bardowell, CEO, Ten Years’ TimeDerek Bardowell (he/him) is the CEO of Ten Years’ Time. He is an author, transformative coach, part-time park runner, reimaginer, and devoted dad. Once a music journalist and youth worker, and for many years a disruptive funder, Derek works at the intersections of race, culture, and philanthropy. His first book, No Win Race, explores race and racism in modern Britain through the prism of sport and was a Sunday Times and FT Book of the Year. His new book, Giving Back, reimagines philanthropy through a reparative lens. Derek is a Thirty Percy and Mission 44 Trustee.
Jill Halford, National Head of Charities at BDO UK LLP 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.
Socrates Socratous, Partner at Buzzacott Socrates is head of our VAT Consultancy team. He has more than 28 years’ experience advising on a wide range of VAT issues in the not for profit sector. He can support with property and construction projects, negotiating VAT recovery methods and undertaking VAT reviews. He also has experience of the Alternative Dispute Resolution process and has provided support to clients in preparing for VAT tribunal appeals.
Rita Wyshelesky, Responsible Investment Analyst at EdenTreeRita holds a BSc in Biochemistry from King’s College London, and an MSc in Management with Finance from University of Bath. She is a Chartered Accountant with experience in audit and consulting from EY, and ESG experience from FAIRR Initiative. Rita leads on Thematic, Sustainability and Impact.
Liz Norris, Solicitor at Marsh CommercialLiz Norris is a qualified solicitor who heads up the financial lines claims team at Marsh Commercial. She has nearly 20 years’ experience of supporting professionals in defending claims across cyber, professional indemnity and D&O insurance policies. For the past 6 years Liz has focused not just on ensuring claims are resolved in the most effective way but in supporting professionals to minimise the risks using insights from her experience and the professionals’ own specific claim and risk profile.
Daniel Chan, Director at PwC Daniel leads PwC's charities audit team and leads the firm's thought leadership for the charity sector. He is a Chartered Accountant and Chartered Public Finance Accountant and holds the ICAEW Diploma in Charity Accounting. Daniel is Chair of the ICAEW Charity Committee, a member of the Charities SORP Committee and a member of the CIPFA Charities and Public Benefit Entities Forum.
Naziar Hashemi, Partner & National Head of Social Purpose & Non Profits Organisations at Crowe U.K. LLP Naziar Hashemi joined Crowe in September 2008 from a Big Four Firm as a specialist non profits partner. In addition to providing assurance services Naziar also provides advisory services to a range of charities. These include assignments from risk and finance function reviews, systems, benchmarking and performance measurements and governance reviews. Naziar leads Crowe's work on Donor Audits and has knowledge of institutional funding requirements having produced reports for a variety of institutional and governmental donors. She also carries out training for charities and lectures and writes on a range of topics relevant to Trustees and management.
Kristina Kopic, Head of Charity and Voluntary Sector at ICAEWKristina is the ICAEW’s Head of Charity and Voluntary Sector. She is a Chartered Accountant who has worked in and for the Not-for-Profit sector for over 14 years. Kristina trained at Sayer Vincent and subsequently worked in finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts. She has a master’s degree in Voluntary Sector Management and holds a charity-specific qualifications in accountancy and finance (ICAEW DChA and CIPFA PGCert) and law and governance (from The Chartered Governance Institute UK & Ireland - ICSA).
Ruffer manages £20bn in client assets and is a top ten UK charity investment manager. It seeks to deliver consistent positive returns, whatever happens in financial markets. Ruffer takes on the responsibility of investing a charity’s assets, including managing risk and coping with uncertainty. With a focus on capital preservation and prudent growth, Ruffer stands as a partner with charity trustees for the long haul.
In partnership with
Bates Wells is a values-driven law firm, where having a positive social and environmental impact is as coreour business as commercial success. The firm’s top tier legal advice is coupled with a real desire to drive change and it was the first UK law firm to achieve B Corp certification, awarded to businesses that balance purpose and profit. Bates Wells’ clients are diverse – from household names charities, to public bodies, to social-purpose start-ups. The firm is ranked in the top tier for charities by independent legal directories Chambers UK and Legal 500.
EdenTree are pioneers in responsible and sustainable investing, having launched one of the first ethical equity funds in the UK, in March 1988. With £3bn of assets under management, we are proud of our 30 year track record in delivering profits with principles for our clients and believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses.
Marsh is a world leading risk and insurance advisory specialist providing risk management, risk consulting, insurance broking, alternative risk financing, and insurance programme management services to the world’s leading companies, growing corporates and small to medium sized enterprises (SMEs). Marsh is the parent company of Marsh Commercial who has worked with ICAEW for over 14 years as a trusted Member Rewards Partner.
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