ICAEW Wales: Charity and not-for-profit insight group | 2025

Who should attend?

• ICAEW members advising, working, or volunteering in the charitable or not-for-profit sector
• Practitioners advising organisations operating in the charitable or not-for-profit sector
• Finance directors and senior finance professionals working in organisations operating in the sector
• Members holding non-executive roles within organisations operating in the sector
• Trustees and those volunteering in a financial or operational capacity for organisations operating in the sector

Why should I attend?

Our insight groups provide a valuable sounding board for your professional challenges and ideas. With no fixed agenda (unless requested), these sessions are designed to be flexible and participant-led. We encourage everyone to actively contribute by sharing experiences, suggesting topics, and discussing common challenges. The sessions are confidential and non-judgmental, offering you the freedom to speak openly, seek advice on pressing issues, and brainstorm solutions with like-minded professionals.

These groups are an excellent opportunity to grow your network, exchange best practices, and gain fresh perspectives that can benefit both you and your organisation. Join us to share, learn, and support each other in navigating the unique challenges of the charity and not-for-profit sector.

Topics of discussion could include:

• ICAEW support and resources
• Governance
• The role and effectiveness of trustees
• Fundraising
• Recruitment and retention of staff
• Writing effective policies
• Development of accounting systems
• Reserves management
• ESG reporting for not-for-profit reports
• HR support