The Charity Conference will take place on Friday 22 January 2021. This page will be updated when further information becomes available but in the meantime, you can click the 'notify me' button above to register your interest and be among the first to find out when tickets become available.
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 Charities often still use outdated and paper-based systems to manage their finances, making it difficult to track and prove spend.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.
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 merged in April this year to create the UK’s first comprehensive breast cancer charity. Jill Thompson, Chair of the merged charity gives some key insights and learnings from the recent merger, at both a board and staff level.
Jill Thompson, Chair, Breast Cancer Care and Breast Cancer Now
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
Shaun Delaney, Volunteering Development Manager, NCVO
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
ICAEW is collating resources to offer support and information to members as conditions unfold.
Visit the hub: icaew.com/insights/coronavirus
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