Thursday 21 January 2021

Friday 22 January 2021

On-demand 

Please note the programme may be subject to change. 

Joanna Pittman, Partner, Sayer Vincent
Joanna Pittman 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 particular 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, particularly on VAT, and a member of Sayer Vincent’s specialist tax group.

Don Bawtree, Charity Senior Adviser at BDO UK LLP
After working in the UK in corporate finance, and in Nairobi on aid assignments, Don has specialised in charities for the last thirty years, leading the BDO charity team. 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 was 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. He lectures for CASS business school, ICAEW, ACCA, and the Charity Finance Group (CFG). He is currently a member of two charity audit committees, and a licensed minister in the Church of England.


Daniel Chan, Director, PwC
Daniel is a Director at PwC and a member of PwC’s Charities Management Board, the national leadership team for its services to charities. He is a Chartered Accountant and holds the ICAEW Diploma in Charity Accounting. Daniel is PwC’s leading specialist in charity reporting and he leads the ‘Reporting in Charities’ Award, which he helped to introduce in 2014, as part of the annual PwC Building Public Trust Awards. Daniel also leads PwC’s wider thought leadership for the charity sector and he is a member of the ICAEW Charity Committee.


Nigel Davies, Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity Commission
Nigel is a qualified accountant. He was promoted to Assistant Director, Accountancy Services, in June 2020 and is also Joint Chair of the Charities SORP Committee. Nigel joined the Commission in 2001, first heading up the Accountancy Unit team in their Taunton office and subsequently becoming Deputy Head of Financial Regulation and from 2006 Deputy Head of Accountancy Policy and Technical Secretary to the SORP Committee and latterly in 2014 Head of Accountancy Services and Joint Chair of the Charities SORP Committee. 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 for the Commission. He leads for the Commission on accountancy related collaborations with umbrella organisations, professional accountancy institutes and technical panels and working parties. Nigel also speaks at events and conferences on charity accounting issues and publishes articles on charity accountancy matters.

Neal Trup, Director, Neal Howard
Neal Trup is a sole practitioner who specialises in social and community enterprise. Neal works with smaller charities and social enterprises across the UK on a range of needs, including asset transfer, 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 in the sector and delivers training on a range of financial governance and social enterprise topics. Neal joined the SORP Committee in February 2020 with a special focus on smaller charities, and he is also an ICAEW Support Member. Neal Trup is a sole practitioner who specialises in social and community enterprise. Neal works with smaller charities and social enterprises across the UK on a range of needs, including asset transfer, 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 in the sector and delivers training on a range of financial governance and social enterprise topics. Neal joined the SORP Committee in February 2020 with a special focus on smaller charities, and he is also an ICAEW Support Member.

Graham Elliott, Director, City and Cambridge Consultancy
Graham 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 25 years 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.

Pesh Framjee FCA, Partner, Global Head of Not For Profit at Crowe
Pesh Framjee, Partner and Global Head of Non Profits at Crowe has been involved in the sector for over 35 years. He was the Partner leading the teams at Deloitte, Arthur Andersen and BDO. Crowe has been listed as the lead provider of assurance services to charities in the UK for eleven consecutive years. Pesh is a Chartered Accountant and advises on Business Development, Governance, Culture, Risk, Strategy, Impact, Performance Measurement, Structures, Organisational Development, Due Diligence, Resource Mobilisation, Change Management, Collaborative Working, Strategic Alliances, Counter Fraud / Anti corruption, Financial Reporting, Internal and External Audit and Assurance etc. A member of the Charity Law Association. Pesh writes extensively and presents at conferences internationally on matters facing the sector. He is joint author of Charities - The Law and Practice. He has written a book on Charity Trading and is a contributor to the International Journal of Non Profit Law. He is one of the high-level team of commissioners on the Charity Tax Commission which has carried out a full review of the UK charity tax system to develop recommendations to government. He has been appointed by the Charity Commission to act as sole trustee and interim manager of five charities. He is Special Advisor to the Charity Finance Group. He has been a member of the UK Charity SORP Committee for over 20 years and was appointed as Technical Advisor in 2017. Pesh has also worked in the field with NGOs and PBEs. He was also a member of the Committee for Accounting for Public Benefit Entities and the Institute of Chartered Accountants Charity Advisory Group. He has recently been appointed to a new working group that is developing an International Financial Reporting Standard for Non Profits. Pesh is involved with many umbrella bodies internationally and often takes part in high level thought leadership in the sector and tweets from @peshframjee

Sally Knight FCA DChA, Sally Knight Consulting
Sally is a Chartered Accountant, with over 20 years of experience of advising on charity accounting, reporting and governance matters. For many years, Sally acted as external audit and advisory partner for a variety of not for profit organisations. She now runs her own consultancy business specialising in tailored support and training for charity trustees, finance staff and volunteers. Until July 2019, Sally was an active Finance & Risk Committee member of a major grant-giving charity. She now volunteers for her local Samaritans branch, where she is also Director of Training, enabling her to fully appreciate challenges from “the other side of the fence”.

Kristina Kopic, Head of Charity and Voluntary Sector, ICAEW
Kristina 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 13 years. Kristina trained at Sayer Vincent LLP and subsequently 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 and is currently studying for a postgraduate degree at the Centre of Charity Effectiveness at City University’s Business School.

Sir Martyn Lewis CBE
During more than three decades as a television journalist Martyn anchored every mainstream national news programme on BBC TV and ITV, and now works extensively in the voluntary and corporate sectors. He is also a regular after-dinner speaker, chair of conferences, panel discussions and debates, and a professional narrator whose recent projects include a 2-hour DVD on the 100th anniversary of the RAF. His new company, YourBigDay Ltd, offers an innovative alternative to birthday and anniversary cards - unique video “time-capsules” for every date and almost every year over the last century, drawn from the Reuters and ITN archives, and ordered and delivered online (www.yourbigday.tv). His current charity roles include Chairman of the Queen’s Award for Voluntary Service and Vice-President of the three main national hospice charities. In 1995 he founded the UK’s first internet charity “YouthNet” (now The Mix”) and was its Chair for 20 years. He recently served 6 years as Chair of NCVO, the main umbrella body for the voluntary sector, and 4 years as a Director of IPSO, (the Independent Press Standards Organisation). As a long-time campaigner for "solutions-focused journalism", he remains Chair of NCVO’s “Constructive Voices” project, and Patron of Positive News (www.positive.news). Martyn was awarded a CBE in 1997 and a knighthood in 2016 for services to the voluntary sector.


Jeremy Nicholls, Director and Founder, Social Value International
Jeremy founded the membership organisation Social Value International for individuals and organisations supporting principles and standards in accounting for social and environmental impact. He works part time with the Impact Management Project, is an ambassador for the Capitals Coalition and a visiting Professor of Social Value at Staffordshire University. He is also a non-executive director of the FRC Group (a social business and charity based in Liverpool), Keystone Accountability (a non-profit working to improve effectiveness of social purpose organisations) and the Social Investment Business (a charity and a social investor). Jeremy originally qualified as a chartered accountant, including time as the Finance Director for Tanzania Railways.


Helen Stephenson CBE, Chief Executive Officer, Charity Commission and Board member
Helen Stephenson joined the Charity Commission as CEO in July 2017. Helen 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. Helen has filled senior roles at the Big Lottery Fund and the Shaftesbury Society and was, chair of the National Childbirth Trust and a member of the Advisory Council of the National Council for Voluntary Organisations.

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey LLP
Helena is a Partner and Head of Charities at Price Bailey. She was Vice-Chair of ICAEW Charity Finance Professionals Community until Dec 2019 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.

Hannah Keartland, Honorary Treasurer, Social Tech Trust
Hannah helps organisations to deliver innovation that has an impact – it’s not just about post it notes and ideas! Hannah’s focus is on putting excellent inter-functional collaboration at the heart of innovation, making sure that there is the right collaboration across the organisation at all stages of the innovation process. She understands what it takes to actually deliver innovation and change, drawing on her director level experience in both innovation and finance & operations, as well as 20 years of practical experience working on innovation, project delivery and management roles across all business areas. Hannah did her accountancy training at Deloitte and has also worked at Innocent Drinks and Cancer Research UK. She is Trustee and Honorary Treasurer of Social Tech Trust.

Sudhir Singh, Partner and Head of Not For Profit, MHA MacIntyre Hudson
Sudhir is National Head of Not for Profit and an audit Partner based in MHA MacIntyre Hudson’s London City Office. He is a highly experienced Not for Profit specialist who has worked in the sector for 30 years. Prior to joining MHA MacIntyre Hudson, he was either the national sector head or a specialist Partner in three other top 20 accountancy practices. He is a recognised expert in Not for Profit accounting, finance, governance, law and regulation, has served on several working parties, and is regularly asked to speak or write on these topics, He has strong links to sector bodies, regulators and other sector professionals. His experience includes charities, independent schools, academies, free schools, further and higher education establishments, executive non departmental public bodies and other Not for Profit entities. He has particularly focused on advising complex and high-profile organisations, working with larger Not for Profits, having acted for over 25 top 250 registered charities, and using his extensive knowledge to provide practical solutions.

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.

Ajay Johal, 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

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.

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.

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