Midlands members' meeting

IT and data Tax and VAT Governance, regulation and compliance Financial sustainability Charity finance policy

Thursday 6 December 2018

Mazars 45 Church Street
Mazars 45 Church Street
BIRMINGHAM B3 2RT

Join this members' meeting to find out more about what to do when updating or changing a finance system. The meeting will also explore the new legislation about Making Tax Digital and what are the legal changes and requirements your charity needs to be compliant with. 

 
Speakers

Kerry Shea, Chair, Charity Finance Group

Adam Williams, Principal Associate, Mills & Reeve

Jo Styne, Senior Manager, Mazars

Rob Douglas, UK Vice President, Adaptive Insights

Programme
13:00 - 13:40

Registration and lunch

13:40 - 14:00

Meeting starts

Welcome from host 

Chair's welcome, introduction and discussion

Kerry Shea, Chair, Charity Finance Group

14:00 - 14:45

Updating the finance system

If your charity is thinking of updating or completely changing its finance system, there are some vital considerations to take into account. Whether you’re planning to begin an update project or have already started, join this practical session to learn more about:

·         What effective finance systems are available on the market versus your ideal wishlist

·         Recognising opportunities and what other key factors influence the project

·         Managing timescale – what needs to happen and when

Rob Douglas, UK Vice President, Adaptive Insights

14:45 - 15:30

Making Tax Digital

From 1 April 2019, VAT-registered businesses above the threshold of £85k will have to keep digital records and submit VAT returns using compatible software. Join this session to learn what steps your charity needs to take to prepare for and adhere to the new legislation.

Jo Styne, Senior Manager, Mazars

15:30 - 15:45

Break for refreshments

15:45 - 16:30

Charity compliance

Find out about the latest essential regulation and legal changes and identify what your charity needs to action in order to be compliant with them. 

Adam Williams, Principal Associate, Mills & Reeve

16:30

Chair closes and meeting ends

Prices
Charities - Members£0.00
Corporate - Non-members£0.00
All Prices Inc. VAT