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Event Details

Academies Update 2022

£90.00 + VAT
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Jul
6
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09:00
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13:00 BST
Schedule Type Title: Weekdays
Schedule Description: Your annual update on the key changes in the Academies sector in the last 12 months.
Sessions: 1
Session Hours: 4.00
Zoom
Description
Your annual update on the key changes in the Academies sector in the last 12 months.
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  • Description
  • Programme
  • Speakers

 

Date and time Location
Recorded on 06/07/2022  Zoom

Event Information

Your annual update on the latest developments in the Academies Sector, chaired by Anjali Kothari, Partner - Head of Education at Moore Kingston Smith.

Our half-day online seminar will look at the key changes in the Academies sector over the last 12 months and potential upcoming developments.

Key technical guidance will be provided by industry experts to assist academy advisers and school governors through updates on accounting, audit and governance issues. Topics include an update on the Academies Accounts Direction (AAD) and Academy Trust Handbook (ATH) and sessions on complex accounting and audit areas, managing financial difficulties and going concern, utilising trading subsidiaries to generate other income and more.

The National Audit Office (NAO) and the Educations and Skills Funding Agency (ESFA) will share insights from the audit and assurance work and answer your questions in a joint Q+A session.

All live sessions will be recorded and available for delegates to revisit on-demand after the event.

Costs

RateCost
ICAEW Member£60.00 + VAT
Non-Member£90.00 + VAT
Community Member - Charity Finance Professionals£40.00 + VAT
Community Member - Public Sector£40.00 + VAT
Community Member - Volunteering£40.00 + VAT

ICAEW members and non-members are welcome to join. 

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Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

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Please note that the programme is subject to change

Time Session
09:00 - 09:05 Opening Remarks 
Anjali Kothari, Partner Head of Education, Moore Kingston Smith
09:05 - 09:30 Financial Difficulties & Going concern 
James Saunders, Partner, Moore Kingston Smith
09:30 - 09:55 Utilising a trading company 
Tina Allison, Partner, Head of Education - Non Profits, Crowe
09:55 - 10:15 Coffee Break 
10:15 - 10:45 Academies Accounts Direction (AAD) and Academy Trust Handbook (ATH) Update
Sarah Chambers, Bishop Fleming
10:45 - 11:10 Legal update for the Academies sector
Stephen Ravenscroft, Partner, Stone King 
11:10 - 11:35 Complex accounting and audit areas 
Bianca Silva, MHA MacIntyre Hudson 
11:35 - 11:55 Coffee Break 
11:55 - 12:15  Update from the National Audit Office (NAO)
National Audit Office 
12:15 - 12:30  Update on assurance findings from Educations and Skills Funding Agency (ESFA)
Education and Skills Funding Agency 
12:30 - 12:55  Q&A with NAO and ESFA
NAO & ESFA facilitated by seminar chair, Anjali Kothari 
12:55 - 13:00  Closing remarks 
Anjali Kothari, Partner Head of Education, Moore Kingston Smith

About the Speakers 


Anjali Kothari, Partner, Head of Education, Moore Kingston Smith
Anjali is Head of Education in our dedicated schools sector and a senior partner in our nonprofit group. She has over 25 years’ experience of the schools and the nonprofit sector, the last 20 with Moore Kingston Smith.
Her experience includes working with independent schools and academies ranging from preparatory schools, senior schools and boarding schools, as well as international schools, MAT’S and complex groups. She regularly provides training for heads, aspiring heads and bursars as well as speaking regularly at seminars and has a detailed understanding of the issues affecting schools. She works with a number of the main sector bodies such as GSA, CISC and ISBA and regularly speaks and advises at their conferences. She Chairs the ICAEW Academies Forum and is involved with several of their committees. She also looks after a variety of non-charity clients which range from research institutes and grant making charities.
Anjali is also a Governor of a large Independent Prep school in NW London and is an executive member and treasurer of the Charity Law Association.


James Saunders, Partner, Moore Kingston Smith

James is a key member of Moore Kingston Smith’s Non-Profit Sector Group. He has been providing expert advice on technical, accounting, governance and strategic issues to charities and schools for nearly 20 years, handling everything from core financial services to best practice and ongoing improvement for trustees and governors. James has built up an extensive group of sector-specialist contacts in many legal, banking, investment, fundraising, governmental and grant-making bodies, which proves invaluable to his clients. He is also a school governor, a multi academy trust non-executive board member, and a trustee of a personal protection equipment charity.


Colin Wilcox, Director, National Audit Office 
Having studied Economics at University Colin joined the NAO's graduate recruitment scheme in 1989 and has remained with NAO ever since. Colin is CIPFA qualified and specialised in Financial Audit. He has undertaken secondments within Government, with Big 4 audit firms and even did a period of work with the United Nations. After over 30 years auditing central government clients, he now finds it quicker to list those Departments he has not been involved with than those that he has. Colin has been a NAO Director for more than half of that career, where he has specialised on the big spending, sector funding Departments - Work and Pensions; Health; Communities and Local Government and currently Education. Away from the NAO Colin is a Vice President of the Marine Society and Sea Cadets, where he also previously served as a Trustee for over 8 years.


Sarah Chambers, Senior Manager, Bishop Fleming Chartered Accountants 
Sarah Chambers is a fully qualified Chartered Accountant who works as a Senior Audit Manager for South West based frim, Bishop Fleming. Sarah has worked in the education sector for the past 15 years and is a fellow of the Institute of School Business Leadership. She works closely with her clients to build supportive relationships working on internal assurance, accounting support and wider governance and compliance issues.

Prior to her advisory role, Sarah worked as a school business manager in a large primary school.

 


Bianca Silva, Head of Education, Partner, MHA Macintyre Hudson
Bianca heads the firm’s Schools & Academies sector, leading a team of Partners due to her specialist knowledge and expertise developed over 30 years; initially supporting a number of schools in the 1990’s which became Grant Maintained, then moving on to support independent schools as well as schools converting to Academy status and today advising established and growing Multi Academy Trusts, often with complex structures and individual needs. Her diverse portfolio includes many charities, schools, academies, religious organisations and voluntary groups as well as commercial and owner managed businesses.

Bianca holds the ICAEW Diploma in Charity Accounting, which acknowledges expertise and experience in charity accounting and finance at the highest level and is regularly referred to by Partners of the firm to provide guidance on the complex and regulated accounting requirements faced by the Not for Profit sector.

Bianca takes a personal interest in her clients' success and is proud to support the many dedicated individuals, organisations and professionals to achieve their goals.


Tina Allison, Partner, Head of Education, Crowe
I am the Head of Crowe's Educational team and a specialist partner in the charity department. I have specialised in audit of charitable, educational and Non Profit organisations since 1995.

I regularly lecture on sector issues at the request of regulators, governing bodies and the firm's sponsored courses. I present for the Independent Schools Bursars' Association on technical issues and speak at their training events.

This includes ISBA's new bursar course and finance day. I also lecture for ICAEW on their charity technical training programmes.


Rachel Eastman, Head of Pre-16 Assuarnce, Education and Skills Funding Agency 
Rachel Eastman is Head of Pre-16 Assurance at the Education and Skills Funding Agency (ESFA) based in Leeds. She has worked in the sector for several years, having worked in the ESFA’s predecessor organisations in various finance and assurance roles. She is a Chartered Accountant, qualifying with Coopers & Lybrand, London.

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