Self registration is now closed.
For late registration contact Admin@acie.org.uk
We are delighted to deliver a virtual conference again this year, enabling us to reach individuals in all parts of the UK for whom in person gatherings are not preferable or logistically difficult.
09:20 Welcome: Kerry Clayton, Trustee.
9:30 Rossa Keown, Charity Commissioner from Northern Ireland. An update on CCNI's recent activity and future plans
The session will give attendees an update on the current position in relation to charity annual reporting in Northern Ireland, including recent changes to our systems and planned changes in the coming months. An update will also be provided on how Independent Examiners can interact and report issues to CCNI.
Rossa was appointed to the Commission in August 2021 as Head of Compliance and Enquiries. He is responsible for leading the Commission’s development of appropriate systems for the annual monitoring of all registered charities in Northern Ireland and leading the enquiry function to include investigation of the mismanagement of charities.
10:00 10:00: ICAEW, Nick Sladden, Head of Charities, RSM, and Fiona Condron, Audit Partner, Not for Profit, BDO, Charity Myths following ICAEW’s publication Dispelling common myths about charities
Charity Myths following ICAEW’s publication Dispelling common myths about charities
Nick heads the RSM charities team at RSM. He advises on audit, assurance and financial reporting and is an audit partner for a number of Top 250 charities. Using his 20 years’ experience in the sector, including working in Germany and Romania, Nick has developed RSM’s in-house guidance on Charities SORP FRS102 and undertaken research projects on the adoption of the Charity Governance Code. Nick holds the Diploma in Charity Accounting and has completed the Governing for Nonprofit Excellence Program at Harvard Business School and is a trustee of a national charity and a school governor. He is also Chair of Trustees at the RSM UK Foundation.
Fiona is an Audit Partner and passionate about providing high quality external audit to many of the leading charities and social enterprises in the UK. She spent the first decade of her career with a Big 4 firm which was a fantastic grounding in a wide range of skills and experience. Her experience of the third sector extends across two decades. She has presented at internal and external technical seminars, published numerous articles and co-authored books on charity accounting and governance
11:00 Coffee and break
11:15 Tamara Habberley, VAT People, Tax Considerations for Charities, Informative and help identify issues or opportunities for clients.
Tamara Habberley (Tamara) is a VAT consultant with a wide range of experience in assisting clients as diverse as arts and theatre companies, charities, property developers, construction companies, e commerce suppliers and sports clubs to understand and deal with the complexities of VAT. Tamara is based in the North West of England but has clients throughout the UK and EC. Tamara has experience working as a VAT inspector for HMRC (then HM C&E) before jumping ship to join Deloitte and then BDO in the West Midlands, thus having the valuable ability to understand VAT issues from both a HMRC and tax payer’s perspective
11:45 Mazeda Alam, Head of Guidance, Charity Commission and Amie Woods, The Commission's priorities in relation to charity governance,
The session is intended to be informative.
Mazeda has worked at the Charity Commission for 15 years, initially providing advice and legal consents on a wide range of issues including charities modernising their trusts. She moved to work on compliance cases before moving to the guidance team. She produced the 5-minute guide on Charity purpose and rules. She became head of the team just over 2 years ago, during which time she has been leading the team’s work on updating all trustee guidance affected by the Charities Act 2022.
Amie is the Assistant Director of Accountancy Services at the Commission, she has been with the Commission for 7 years. Amie is Joint Chair of the Charities SORP Committee and is currently working on developing the next Charities SORP. She oversees the Commission’s team of accountants who provide technical advice to case work and policy.
12:30 Lunch and networking session including a presentation from Keegan & Pennykid
Garry Dalton, What are the Insurance challenges right now?
The current economic climate has created numerous financial constraints on all of us. Insurance is not immune from those and this session will raise awareness of those keys factors and what considerations arise from cover adequacy, rising premiums and those benefits of having a broker work on behalf of their Clients to source the most competitive terms.
Garry is an Account Executive at Keegan & Pennykid who are Independent Insurance Brokers specialising in charity and not-for-profit organisations. With 35 years of industry experience, in both underwriting and broking roles, current responsibilities include advising Clients on their insurance needs as well as risk management. In addition, Garry delivers workshops and presentations on a variety of topics ranging from general insurance considerations to specific cover types.
13:00 “Good Charity Governance: Key trends and developments”, Aggie Taylor: NCVO
Aggie is a governance consultant with NCVO with a background in social impact and movement building, focusing on using governance effectively to reach charitable objectives. Her experience includes designing and leading hybrid AGMs, enabling networks of children and young people to engage in the governance systems of international youth organisations, and supporting boards to implement inclusive and interactive board facilitation.
13:30 “Best practice - planning for an examination” Margaret Birse, FCIE.
Attendees should leave the session with enhanced practical skills and increased knowledge of the planning and recording of an Independent Examination.
Margaret has been an Independent Examiner for around 15 years, and a Fellow of ACIE for over 10 years. Having been a volunteer for most of her adult life, an employee of a charity, a trustee of a number of charities and an independent examiner, gives her a well rounded view of charities from both inside and outside.
14:15 Amsel Page von Spreckelsen (BFC Consulting), The Trustees Annual Report and the Accounts: Two sides of a Coin.
This will be a reflective and informative session looking at the two parts of statutory reporting - the words and the numbers - and asking what they need to do to support each other, so that the whole is as good as it can be. We'll be looking at what the purpose of the Annual Report is, and what it can be. Good examples and less so will be talked about and attendees should come away with a sense of what they can do to support trustees and enhance their practice.
Amsel has been an accountant working in the not-for profit and social enterprise sector for over 15 years, is part qualified with a CIMA Diploma in Management Accounting and qualified by experience. They have had a varied career across employed roles, freelance and voluntary posts, and currently trade as BCF Consulting, specialising in management accounting services for small and medium charities.
15:00 “Reporting matters of material significance to the Regulator, what to do, what to expect”, Susan Robinson, FCIE. Kreston Reeves,
An understanding of what is a matter of material significance, when to report and how to report.
Susan Robinson is a a partner and head the Charity and Not For Profit sector at Kreston Reeves. She is also a trustee of three charities.
15:30 “Accounting for Volunteers: Are your charity published report & accounts really true & fair? Reflections on the Invisibility of Volunteers in non-profit financial statements.”, Jo Eayres, Consiglieri Consulting
Jo Eayres is an experienced Charity Consultant operating in the UK and South Africa. Previously Arthur Anderson & Co, and regional & global roles at Credit Suisse/CSFB, NatWest, and RBS
16:00 Break
16:15 “Soft skills - building your business ideas, best practice, marketing and engaging with clients”, Kerry Clayton, Rathbones"
Kerry is Vice Chair of ACIE and a Director of Rathbones Trust Company. Kerry's passion for providing charity services grew from working with trustees whilst at Rathbones, where she has been for c25 years. Kerry and the team have a wealth of experience enabling them to provide trust taxation, Inheritance Tax planning and compliance, personal tax, probate, accountancy and administration services for all types of trust funds, including acting in the role of professional Trustee. Kerry learned how fulfilling working for and with charities could be and this drove her to build an area of specialism within the Trust Company, providing all charity structures with a range of services, including advising on best practice and governance, preparing accounts and undertaking Independent Examinations.
As Kerry's career evolved, having to balance client needs with efficient and commercial business practice became a natural priority. These areas, together with understanding the increasing and evolving pressures we all face from regulators and the financial climate, both as a charity trustee, herself, and as a Director, have resulted in the undeniable need for us all to identify our own value, efficient practice and commerciality. Kerry will be pleased to share her experiences and make suggestions to you during this session.
17:00 Close of Conference: Susan Robinson
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