David Davison, Owner & Head of Charity Pensions, Spence & Partners Limited
Edwina Turner, Legal Director, Charities Team, Anthony Collins
Natalie Barbosa, Senior Associate, Anthony Collins
David Butler, Partner & Head of Charities, Bishop Fleming
Jon Sparkes, Tax Director and Charity Specialist, Bishop Fleming
Nonie Freeman, Charities Manager, Beever and Struthers
09:35 – 10:15 Governance and regulatory update
This opening session will provide a round-up of the latest regulation including governance, regulatory alerts and compliance that charities need to be aware of.
Nonie Freeman, Charities Manager, Beever and Struthers
10:25 – 11:05 Accounting, Reporting and Tax Update
Join this session to hear a technical update on the latest accounting and reporting changes. The speaker will cover issues such as going concern disclosure, reserves policy, restricted funds and ESG reporting among others.
David Butler, Partner & Head of Charities and Jon Sparkes, Tax Director and Charity Specialist, Bishop Fleming
11:15 – 11:55 New LGPS funding options
As a result of successful lobbying by CFG we now have new pensions regulations on LGPS Pension Schemes which at last provide charities with realistic options to better manage their risks and costs, and indeed for some could even remove an existential threat to their future. The presentation would provide details of what the changes mean, details how Funds are implementing them with specific case example and suggestions how charities could utilize them.
David Davison, Owner & Head of Charity Pensions, Spence & Partners Limited
12:00 – 12:30 Breakout room discussions
13:30 – 14:10 Legal and case law update
This legal update session will cover all need to know from latest case law through to Charities Act and its impact and recent relevant court cases.
Edwina Turner, Legal Director, Charities Team, Anthony Collins
Natalie Barbosa, Senior Associate, Anthony Collins
14:15 – 14:55 Inflation, reserves and investment strategies
With raising inflation and squeeze on resources charities will need to make their reserves work harder to ensure sustainability. Finding the right investment strategy for your organisation can be a vital step in ensuring resilience in the coming years. This session will cover the investment options that will continue providing financial security, while ensuring your compliance with ESG.
Offering all the latest updates in VAT, this session will give you all you need to know for your organisation. It will explore the latest in VAT cases and what to expect in the coming year.
15:45 - 16:15 Breakout room discussions