This event is now available on demand - book below and you will receive all the session recording links via email.
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. We are delighted to bring you the Charity Conference 2021 over two virtual days.
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09:45 - 09:50
Joanna Pittman, Partner, Sayer Vincent
09:50 - 10:40
Keynote: Looking ahead
Helen Stephenson, CEO of the Charity Commission, will talk about the future of the charity sector, including the challenges facing the sector and what can charities can do to meet these challenges. The session will also cover insights into and lessons from the Charity Commission’s inquiry operational work.
Helen Stephenson, CEO, Charity Commission
10:40 - 11:00
11:00 - 11:30
Sponsor session: Ruffer - Investing in an era of Covid-19 and political changeAjay Johal and Fiona Ker will discuss the investment outlook and how recent global events might further impact markets. This forward-looking session will consider asset allocation as we talk through key themes and investments which we believe will help to ensure you are well positioned for the road ahead.
Ajay Johal, Charity Investments Manager, Ruffer Fiona Ker, Senior Investment Associate, Ruffer
11:35 - 12:20
Accounting UpdateA round up of recent charity related accounting and reporting developments, especially relevant to the current year end reporting season. Topics will include• New legal and regulatory requirements for the annual report• Current charity sorp information sheets• Accounting for C 19 related transactions in charities• Covid 19 rent concessions and revised FRS 102• Going concern assessments• Good practice in corporate reporting as it applies to charitiesDon Bawtree, National Head of Charities, BDO
12:20 - 13:00
13:00 - 13:30
Purpose and impact in reporting by charitiesThe PwC Building Public Trust Awards aim to inspire organisations from all parts of our economy to report and communicate more openly with their stakeholders about the issues that matter to our society. Our ‘Reporting in Charities’ Award celebrates charities in the Charity Finance ‘Charity 100 Index’ who are leading the way in open, balanced and authentic reporting that is clear, accessible and engaging.
The Trustees’ Annual Report is an important publication in a charity’s suite of communications with its stakeholders. This session will explore key principles for good practice charity reporting from our Award, in particular those which can be applied proportionately to a charity’s size and resources. Key insights will be shared around how charities are approaching the important topics of impact reporting and the use of digital, as well as wider reporting trends and future developments in charity reporting.
Daniel Chan, Director, PwC
Panel discussion: The future of charity accounting
Accounting and reporting standards for charities must satisfy the needs of a multitude of stakeholders but this is difficult when charities vary greatly in size, activity and funding model. At the same time, the lack of international consistency in financial reporting by charities means that it can be challenging to compare non-profit accounts globally. With the development of the next Charities SORP and the #IFR4NPO project underway, what does the future hold for charity accounting in the UK, and what does this mean for the large number of small charities?Chair: Kristina Kopic, Head of Charity and Voluntary Sector, ICAEWNigel Davies, Joint Chair, Charities SORP Committee and Assistant Director of Accountancy Services, Charity CommissionPesh Framjee FCA, Partner, Global Head of Not For Profit,CroweNeal Trup, Member, Charities SORP Committee, and Director, Neal Howard Ltd
14:55 - 15:00
09:15 - 09:20
09:20 - 10:10
Keynote - The challenge of impactAgainst a background of global climate change and increasing inequality, we all want to have an impact and yet we probably all struggle with managing our impact and feel that there are too many ways, products, frameworks for measuring impact or that it takes too much time, is too expensive or even not very useful. Why has this happened and is there anything we can learn from financial reporting that can help? Jeremy Nicholls, Director, Social Value International
10:10 - 10:30
Sponsor session: MHA MacIntyre Hudson: Going concern – charity and auditor perspectives
With the expectation of many charities facing financial difficulties in 2021, at the same time as auditors are required to be more rigorous in their examination of going concern matters due to ISA570, will there be a large number of qualified or modified audit opinions? What can be done now to avoid that situation? Is there anything for even financially stable charities to be worried about? What have we learned from the Covid pandemic that might have changed financial management and governance forever as we return to “normal”?
Sudhir Singh, Partner and Head of Not For Profit, MHA MacIntyre Hudson
Sponsor session: EdenTree: Achieving responsible income & growth with a global approach
The turbulent markets of 2020 have left investors feeling nervous about the future. In particular, charity investors are concerned about the likely effects on their investment income, which for many is needed now more than ever, and how to capitalise on potential growth opportunities. Ketan Patel, Charity Fund Manager at EdenTree, will consider how, by investing in a responsible and sustainable manner, charities are able to achieve both income and growth. Ketan will also provide a market outlook for the year ahead.
Ketan Patel, Charity Fund Manager, EdenTree
Building innovation into a small charity’s DNA
Hannah Keartland, Honorary Treasurer at Social Tech Trust, shares her experience of how a small charity with a dedicated set of staff and trustees can successfully transform its governance, business model and operating model to adapt to new circumstances. Find out how charities can become more effective by being entrepreneurial.
14:25 - 15:10
Keynote: Constructive Journalism
It’s a quarter of a century since Sir Martyn Lewis stirred up a hornets nest with his controversial speech about the need for a better balance between negative and positive news coverage. Now the former BBC & ITN newscaster returns to his theme and brings together the remarkable evidence of how Constructive or “Solutions driven” Journalism is gathering momentum around the world, highlighting the opportunities this holds for the voluntary sector.
Sir Martyn Lewis CBE
15:10 - 15:15
The future of charities – a guide to resilience and responsible investing
This session from partner Charles Stanley Wealth Managers explores the future of charities by looking at their financial resilience through challenging times and explore how they can incorporate a commitment to responsible investing into their investment strategy.
Review of the Charity Governance Code
The Charity Governance Code has been widely acknowledged as a valuable tool for trustees to promote better governance practice. In this session, Sally reflects on the key principles in the Code, drawing on her practical experience of the areas which often cause the liveliest debate and challenge. Sally will also highlight the key changes to the refreshed
Sally Knight FCA DChA, Sally Knight Consulting
National Cyber Security Council
Development of the Charities SORPAhead of the live panel discussion on The Future of Charity Accounting on 21 January, you can get an introduction to the Charities SORP and its ongoing development from this pre-recorded presentation.Nigel Davies, Joint Chair, Charities SORP Committee
Please note the programme may be subject to change.
Joanna Pittman, Partner, Sayer VincentJoanna 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 LLPAfter 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, PwCDaniel 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 CommissionNigel 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 HowardNeal 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 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 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 CrowePesh 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 ConsultingSally 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, 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 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 CBEDuring 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 InternationalJeremy 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 memberHelen 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 LLPHelena 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 HudsonSudhir 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, RufferFiona 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, RufferAjay 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 ManagersTina 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 ManagersJohn 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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