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.
"Another great ICAEW Charity Conference - a real mix of speakers providing something for everyone. This event is must in the calendar for all finance people working in or advising charities. Looking forward to next year!" - Past Delegate 2018
The day will begin with an engaging panel discussion on reporting compliance, auditor and regulator perspectives. The discussion will include contributions from Mike Ashley, the Charity Commission Board, Sudhir Singh, Partner and Head of Non-for-Profit, MHA MacIntyre Hudson, and the ICAEW Ethics team. In addition the day will include updates from industry leading speakers such as Don Bawtree from BDO, Paul Seath from Bates Wells Braithwaite, Graham Elliott from City and Cambridge Consulting to name a few. The conference has a variety of high quality breakout sessions for you to tailor your day and return with fresh ideas.
Join us at this year's conference for:
ICAEW's Charity Conference is for anyone working or volunteering in the charity and not-for-profit sector - from auditors, finance directors and managers to treasurers, trustees, chairs and volunteers.
ICAEW's terms and conditions for events
Soldo breakfast session - How to transform spend control and manage expenditure within your charity
When you’re running a charity, you have one compelling reason to watch the pennies – every pound saved could be used to further your cause. But controlling spending and tracking expenses can prove challenging. Charities often still use outdated and paper-based systems to manage their finances, making it difficult to track and prove spend. Join Soldo, to find out how charities can transform the way they control spend and manage expenses, with individual stories of how charities are using the latest financial technology to successful do so.Name of case study: KIDs
Stuart Gammon, Chief Revenue Officer, Soldo
Sit down breakfast will be served. Places are limited and on a first come first served basis.
Registration, refreshments and exhibition viewing
Chair's opening remarks and introduction to the day
Gillian McKay, Head of Charity and Voluntary, ICAEW
Panel: Reporting Matters of Material Significance: issues for the auditor, regulator and institute
Sudhir Singh, Partner and Head of Not-for-Profit, MHA MacIntyre Hudson Mike Ashley, Chair of the Policy and Guidance Committee, Charities Commission Madeleine Fone, Technical Advisor, Member Services, ICAEW
Refreshments and exhibition viewing
Strategic planning and resilience
In the current economic climate, charities need to be able to have a strategic plan which helps them deliver their mission, but also need to be anticipate future changes and challenges more than ever. Income generation, predictability and security, reserve levels and availability of resources all feed into the equation to drive their strategy but so does an awareness of the landscape in which they operate from a local, national, economic and political perspective. This session will explore some of the challenges in strategic planning, its interaction with reserves and risk and looking at building resilience into the organisation.
Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey LLP
• Sorp update for revisions to FRS 102 and latest information sheet• Implications of revised charity commission guidance – in particular, reserves presentation and accounts quality• Relevant developments from other UK charity regulators and the FRC
Don Bawtree, National Head of Charities, BDO
Breast Cancer Care and Breast Cancer Now have announced their intention to merge into one new charity in Spring 2019. The merger will bring together the UK's largest breast cancer research community with its largest breast cancer support community to create a charity for everyone affected by breast cancer. Jill Thompson, Trustee and Treasurer, Breast Cancer Care
Tackling charity fraud – a shared responsibility
It is estimated that fraud against UK charities could be as much as £2.3bn. This means that it is important for charities of all shapes and sizes to protect their income and assets by building strong fraud defences. This session will provide an overview of the problem and the importance to taking a holistic approach to tackling it.
Brendan Weekes, Trustee, Fraud Advisory Panel
Latest developments in charity VAT and direct tax including government announcements and cases
The talk will cover:• Updated gift aid rules• Latest HMRC policy on key charity VAT issues• The key court decisions on the charity-specific tax and VAT issues
Graham Elliott, Director, City and Cambridge Consulting
Session details coming soon
Paul Seath, Partner, Bates Wells Braithwaite
New World Disorder? The world is changing fast - might history reveal the future?
The peace and prosperity of the post-Cold War era has been kind to investors. The multi-trillion dollar question is: ‘what happens next?’ Big shifts in the global political economy suggest major change is afoot, and not necessarily to investors’ advantage. This seminar will be a high-level overview of the trends which have shaped the world as we know it, and the changes that we think could be significant.
Christopher Querée, Investment Director – Head of Charities, RufferAlexander Chartres, Investment Director, Ruffer
Don Bawtree, National Head of Charities, BDO
Getting to grips with risk management first hand is not always as easy as it sounds. From a Trustee’s perspective you may struggle with adequately discharging your duties as you are one step removed from the day-to-day operations and so may not always feel you have a grasp of all aspect of the charity’s operations. From the Executive view point, it can be challenging to provide sufficient information to the Trustees such that they can add value and engage in the process. Having been faced with the daunting task of being Chair of a Finance, Audit and Risk Committee and from being an internal and external auditor Stuart will share his insight and provide some useful tips in order to help navigate these issues in an informative seminar.
Stuart McKay, MHA MacIntyre Hudson
Managing Volunteers – case studies
Greater London Voluntary
Good governance, ethics and the law
This session will examine how the Charity Ethical Principles, issued by NCVO in January 2019, sit alongside the recommended practices in the Charities Governance Code and requirements set by the Charity Commission. The challenges for charities (and the advisors who work with them) in aiming to meet standards that are higher than those required by law will be examined. The session will also include practical tips for how charities may demonstrate the value they place on high ethical standards in furthering their charitable mission.
Elizabeth Jones, Partner, Farrer & Co
Refreshments, networking and exhibition viewing
The Royal Albert Hall is an iconic institution in the British arts landscape. It occupies a central position in the British music cultural industry, serves as a central resource in education and research of the arts and hosts a vibrant hospitality, meetings and events arm.
Anupam Ganguli, the finance director of the Hall, will be the closing speaker of the ICAEW’s annual charity conference. The hall faces the challenges that many of our historic and cultural institutions face, that is how to accommodate the changing needs of new audiences with different expectations, cultural appetites and interaction preferences while balancing this with the needs to not alienate the support of traditional audiences.
You will be invited to hear how the executive team of the Hall have met this challenge and how attendees can examine the horizon of their own beneficiaries expectations and needs and strategically plan for any adaptations to ensure long term sustainability of their charities.
Anupam has a broad range of experience to rely on. In addition to his current role he has previously been Finance Director of the Victoria and Albert Museum and served on the executive of both Royal Museums Greenwich and Arts Council England.
Anupam Ganguli, Finance Director, The Royal Albert Hall
Chair's closing remarks
NB. Programme may be subject to change
Anupam Ganguli, Director of Finance and Administration, The Royal Albert Hall
Anupam is Director of Finance and Administration at the Royal Albert Hall. His career in the not-for-profit sector began in 2004 when he joined the Victoria and Albert Museum as Finance Director. His subsequent roles have been Executive Director of Resources at Arts Council England, and Finance Director of Royal Museums Greenwich where he was also responsible for IT and capital projects.
Prior to the V&A, Anupam has worked at BBC Resources Ltd and KPMG. He trained with Price Waterhouse in London and also holds a degree in Economics and an MBA from Delhi University.
Anupam has also been a trustee of various arts and cultural organisations and education institutions over the last twenty-five years including the Almeida Theatre, Studio Wayne Mc Gregor, the Central School of Ballet, Mountview Academy of Theatre Arts, and the Chisenhale Gallery. He has been a regional council member of Arts Council London from 2002 to 2008, an independent Audit Committee member of Historic Royal Palaces, and a governor of the University of Westminster from 2009 to 2018. He is currently a trustee of the Whitechapel Gallery and Opera Holland Park and also chairs their respective Finance, Audit and Risk Committees.
Mike Ashley, Chair of the Policy and Guidance Committee, Charities Commission Mike spent most of his full time career working for KPMG or its predecessor firm Peat Marwick, although he also spent 2 years in the late 1980's as the CFO for NatWest Markets. Whilst with KPMG he specialised in bank audits and latterly was also the quality and risk management partner and ethics partner for the firm. Since retiring in 2013 he has been an NED and AC Chair at Barclays, but also has undertaken other NED roles in the public sector, joining the Charity Commission in 2014.
Don Bawtree, Business Assurance Partner and Head of BDO's National Charities Team, BDO UK LLPAfter working in the UK in corporate finance, and in Nairobi on aid assignments, Don has specialised in charities for the last thirty years. During that time he has acted for many of the largest and best known charities in the UK, covering healthcare, international, animal welfare, arts and Christian organisations. He conducts advisory and governance projects and has acted as a charity interim manager several times, leading to some experience in international terrorism. He is on the FRC committee responsible for issuing UK official guidance on charity audits, is author of Civil Society's Charity Accounts compliance guide, co-authors Bloomsbury's Charity Administration, and has a monthly finance column in Third Sector magazine. He also acts as an expert witness on charity accountability. He lectures for CASS business school, ICAEW, ACCA, and the Charity Finance Group (CFG). He is currently a chair of an audit committee and member of two others, and a licensed minister in the Church of England.
Graham Elliott, Director, City and Cambridge ConsultancyGraham is an MBA and a Chartered Tax Adviser. Thus he combines business understanding with the gold standard tax qualification. He was appointed by the Charity Tax Group (CTG) as its Technical Adviser on 1 April 2016, owing to his considerable specialist involvement in charity VAT and Tax issues over many years. This includes involvement in discussions with HMRC and the Treasury, dealing with issues that affect the sector as a whole. He has written the monthly VAT contribution to Accountancy Magazine for over 22 years (over 260 pieces without break!) and has written the annual VAT summary for the Charity Finance Year Book for several years. His clients range from well-known national charities to smaller niche charities with a strong local presence, and he provides his services both direct to charities and via accountants and law firms.
Jill Thompson, Trustee and Treasurer for Breast Cancer CareJill was appointed Trustee and Treasurer of Breast Cancer Care in 2016. Jill left full-time work as an investment manager in 2005, since when she has volunteered for a range of different charities and organisations, including fundraising for a local hospice. Jill is a Chartered Accountant with experience of auditing and financial services.
Brendan Weekes, Director, Fraud Advisory PanelBrendan is a trustee director of the charity, Fraud Advisory Panel, which acts as the voice of the counter fraud community and works to improve fraud resilience across society and around the world. Over the past four years the Panel has been instrumental in shaping the charity sectors response to fraud. He is also senior manager at Smith & Williamson LLP and a qualified accountant specialising in fraud and financial crime including dispute resolution, asset tracing and criminal defence, with a keen interest in the technology and charity sectors.
Elizabeth Jones, Partner, Farrer & CoElizabeth is a Partner at Farrer & Co specialising in charity law. She advises charities on constitutional and governance matters, restructures and mergers, fundraising and regulatory issues, including their engagement with the Charity Commission. Elizabeth sits on the Executive Committee of the Charity Law Association and she co-chaired the Charity Law Association’s Annual Conference in 2018. Elizabeth has recently edited the charity tax sections in LexisNexis’s Encyclopaedia of Forms and Precedents, Volume 6(2), Charities and Charitable Giving.
Stuart McKay, MHA MacIntyre HudsonStuart is a Director at MHA MacIntyre Hudson and is based in the Not for Profit Centre of Excellence located in their London City. Stuart oversees a group of 20 individuals who are dedicated to advising and auditing the Not for Profit sector. Stuart has been auditing Not for Profit organisations for over 13 years, having gained the ICAEW Diploma in Charity Accounting, and joined MHA MacIntyre Hudson in March 2014. During his career he has worked with a range of Not for Profit entities both in terms of size and in terms of activities. He currently acts for a number of high profile and national Not for Profit clients. Stuart is currently a guest lecturer for the ICAEW and has given lectures on Charity Accounting, Governance and Sector Developments. Stuart is a trustee of Brain Tumour Research, which enables him to experience the responsibilities of setting the strategic direction of a charity and see the audit process from the ‘other side of the fence’.
Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey LLPHelena is a Partner and Head of Charities and NFP. She is Vice-Chair of the ICAEW Charity Community and holds the Diploma in Charity Accounting. She is a recognised charity expert, writes for national and charity press and regularly presents at charity events. She has worked within the not for profit sector for nearly 29 years, including 22 years in professional practice, in addition to 7 years as FD of Alexandra Park and Palace. Her roles within the industry have included financial management, corporate governance and strategic planning. Her experience on ‘the client’s side of the fence’ enables her to give innovative and pragmatic advice to clients. She has particular knowledge of the challenges and conflicts faced by a Director of Finance and experience of finding practical solutions to resolve complex problems.
Madeleine Fone, Technical Advisor, Member Services, ICAEWMadeleine Fone FCA DChA has been an advisor on the ICAEW Technical Advisory Services helplines for the past 12 years. Prior to that she worked in a medium sized firm working with a number of charity clients as well as undertaking a variety of voluntary roles with local charities. The ICAEW Technical Advisory Services helplines are available to all ICAEW members and offer advice covering a range of topics including Charities SORP (FRS 102), FRS 102 , charity and company law, academies accounting, auditing and Independent Examinations, duty to report to regulators and anti-money laundering.
Christopher Querée, Investment Director – Head of Charities, RufferPreviously Director at Le Masurier, James & Chinn, now absorbed within the HSBC Group. He spent thirteen years there, with responsibility for offshore private clients, moving to Chiswell Associates in 2001 to focus on charity fund management, before joining Ruffer in 2004 to help develop the firm’s charity business. He holds an MBA from Henley Management College and is manager of Ruffer’s Common Investment Fund, the Charity Assets Trust.
Alexander Chartres, Investment Director, RufferJoined Ruffer in 2010 after graduating from Newcastle University with a first class honours degree in History and Politics. He worked for Jonathan Ruffer and Clemmie Vaughan for 6 years. He became a member of the Chartered Institute for Securities & Investment in 2012, achieving a merit in the Private Client Advice and Management paper. As well as managing portfolios Alex helps cover macro political risk, particularly in the eurozone. He curates Ruffer’s collection of historic bonds and share certificates.
Sponsorship and exhibitor opportunities
To become a sponsor at the 2019 Charity Conference please contact Shanaya.Sorley@icaew.com for further information and pricing.
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