Technical update conference 2019

Financial sustainability Governance, regulation and compliance Accounting and reporting Tax and VAT

Thursday 14 February 2019

Mills & Reeve
24 Monument St

This comprehensive full day conference brings you all the essential technical developments in charity finance. Our expert speakers will share what the big issues are in the sector, from accounting and reporting updates to the latest on VAT and tax, ensuring you have the latest knowledge to manage your role even more effectively.


Tony Allen, Managing Partner, TNL Consulting

Fiona Condron, Partner, BDO

Helena Wilkinson, Partner, Head of Charity NFP, Price Bailey LLP

Maria Aguilar, Partner, HR services partnership

Michael Godfrey, Assistant Director, PEM

Dr. Luise Vassie, Partner, TNL Consulting

9:30 - 10:00

Registration and refreshments



Charity audit specialist Fiona Condron will start the day with an essential round up of regulatory updates for charity finance, including technical, governance, tax and financial reporting.

Fiona Condron, Partner, BDO


Accounting and reporting

Are you ready for the changes to FRS102? This session will cover everything you need to know about the updated charities SORP, using examples of reporting, extracts from accounts and reserves policies.

 This session will explore the new annual return and disclosures for 2019, what’s in the public domain, and likely outcomes from the SORP committee review which is already underway. Helena will also look at key summaries from the small charities SORP sub-committee.

Helena Wilkinson, Partner, Head of Charity NFP, Price Bailey


Refreshment break


VAT and Tax

Tax shouldn’t be taxing! Keep up to date with what you need to know for your role and organisation with the latest on the key issues in VAT and tax, such as the VAT case update, what impact Brexit is having and could have on the sector, and the latest on Gift Aid.

Michael Godfrey, Assistant Director – Business Tax, Pem


Grants and contracts/ Making Tax Digital

Exploring effective ways to fund your organisation is a vital issue in the voluntary sector today and key to sustainability. This session will examine grants and contracts. Speaker to be confirmed.

The deadline for Making Tax Digital is looming – make sure your organisation is prepared. This session will outline what you need to do now to prepare for this important regulatory change. Speaker to be confirmed.




HR Update

Keeping up with developments in employment law can be difficult, but it’s vital that your charity is on top of any changes and aware of emerging issues. This session from Maria Aguilar will help you understand what your organisation needs to focus on over the coming months and years, drawing on the latest developments from the world of politics and real-life employment cases.

 Maria Aguilar FCIPD, Director, HR Servces Partnership


Legal Update

Mills and Reeve, named law firm of the year in the 2018 British Legal Awards, will bring you up to date with the changes in the legislative framework which, as a charity or social enterprise, you need to know about. 

 Mills and Reeve


Refreshment break


Governance update

Considering the recent Charity Governance Code and new strategic focus on the Charity Commission, this session will showcase how charities can live up to these requirements through a ‘golden thread’ approach:

·         Proactive finance and strategic use of reserves

·         Resilience

·         Stress testing

·         Risk management

In this session Luise will show how good governance goes hand in glove with developing resilience, risk management and reputation management.

Luise Vassie, Director, TNL Consulting Ltd


Final questions



Charities - Members - Early Bird Rate£99.00
Charities - Non-members£152.00
Corporate - Members£249.00
Individual - Members - Early Bird Rate£99.00
Individual - Non-members£152.00
Community Leisure UK - Members - Early Bird Rate£99.00
Community Leisure UK - members - Early Bird Rate£99.00