Mike Wild, Chief Executive, Macc
Rachelle Rowbottom, Tax Director, BHP
Simon Buchan, Head of the VAT Department, BHP
David Davison, Director and Owner, Spence & Partners
Jonathan Orchard, Partner, Sayer Vincent
Lesley Jones, Senior Manager, Crowe Clark Whitehill LLP
Dawn Mcnish-Walrond, Director of Business Development and Events, Charity Finance Group
Martin Hubbard, Director of Customer and Business Support, Charity Finance Group
09.15-10.00 Registration and refreshments
10.00-10.10 Chair’s welcome and introduction
10.10-10.50 Opening plenary: The state of the sector in the North.
The opening plenary will look at explore the current state of the charity sector, look forward to what charities can expect over the next twelve months in terms of the political, economic and regulatory environment, and how this might impact them.
Mike Wild, Chief Executive, Macc
10.50-10.55 Move between sessions
10.55-11.35 1A: VAT and tax update
All the latest updates on tax and VAT including HMRC’s new digital process of reporting and irrecoverable VAT.
Rachelle Rowbottom, Tax Director, and Simon Buchan, Head of the VAT Department, BHP
10.55-11.35 1B : The path to financial leadership
Today’s finance department needs to be collaborative, both internally and externally. This session will explain why the finance team should always be directly involved with strategy setting and how the development of robust financial processes can support this.
11.35-11.40 Break for refreshments
11.40-12.20 2A: Pensions : Local Government Pension Schemes and Section 75
For charities Local Government Pensions Schemes, Section 75, continues to pose significant financial challenges such as managing historic debt and sometimes even preventing charities from merging. The debate around a more progressive way to calculate cessation debt for those charities wishing to exit such schemes continues. Drawing on case studies, this session provides strategies for managing your pension debt and how to exit LGPS and multi-employer defined benefit schemes effectively.
David Davison, Director and Owner, Spence & Partners
11.40-12.20 2B: Risk and reserves
Your reserve policy is a key component of a charity's financial strategy and an important external message on your charity's financial position. In this session you will learn how to develop a transparent and robust policy base on the financial risks faced.
Jonathan Orchard, Partner, Sayer Vincent
12.20-12.25 Move between sessions
12.25-13.05 Lunchtime plenary – Brexit - what do we do now?
With 12 months to go, we have already seen the impact of Brexit across many areas. What can you do to make your charity more resilient? What are the issues you need to focus on, and what might your charity look like going forward into a post-Brexit Britain?
14.05-14.45 3A: Gift Aid donor benefits
In April 2019 there will be changes to the rules about how much benefit charities can give to donors and still claim Gift Aid (in today’s Budget). Join this session to find out everything about the new schemes and what does it mean for your charity.
Lesley Jones, Senior Manager, Corporate Tax, Crowe Clark Whitehill LLP
14.05-14.45 3B: Overseas charities update
International charities need to be aware, now more than ever, of safeguarding procedures, ethical and moral conduct and how due diligence is important in the territories within which they operate for the continuity of their important work.
14.45-15.00 Move between sessions
The new legislation on GDPR has been operating since May 25, 2018. This session will explain how the case study has successfully implemented changes to comply with the new legislation. They will share tips and discuss about their impressions and challenges.
15.00-15.45 4B: Making your management accounting process more effective
Management accounts: find out how this transformation took place, the processes and procedures they put in place to make sure it was effective and efficient and the impact this change had on the way CFG works.
Dawn Mcnish-Walrond, Director of Business Development and Events, and Martin Hubbard, Director of Customer and Business Support,Charity Finance Group
15.45-15.50 Move to closing plenary
15.50-16.40 Closing plenary: The Governance Code
Good governance in charities is fundamental to their success. It enables and supports a charity’s compliance with the law and relevant regulations. Learn about the new Charity Governance code, the seven principles and recommended practice for good governance some case examples of how the Code is being used by charities.
Rosie Chapman, Director, Rosie Chapman Ltd.
16.40-16.45 Chair’s close