ACCA Charity Finance Conference Wednesday 17 October Crowne Plaza Hotel NEC, Birmingham

Transcription

1 ACCA Charity Finance Conference 2018 Wednesday 17 October Crowne Plaza Hotel NEC, Birmingham

2 The details The speakers ACCA s annual charity finance conference returns for 2018, providing you with an excellent opportunity to keep up-to-date with the latest developments and best practice within the sector. You can also benefit from networking with likeminded professionals outside the office environment. Date: Wednesday 17 October 2018 Time: Venue: Fee: 263 Crowne Plaza Hotel NEC, Birmingham EARLY BOOKING DISCOUNT Save 20 when you book before 24 September and pay just 243 per delegate CPD Units: 8 Who should attend? Finance professionals working in or advising charities, trustees and treasurers. The conference is also a useful refresher for those who only deal with charities occasionally. What will I get out of it? an update on recent important developments in the charity sector guidance on best practice an opportunity to exchange your views and experiences with other professionals working in the same field. Nigel Davies BA (Hons) CPFA DChA ACCA Head of accountancy services, Charity Commission Partner, Sayer Vincent LLP Managing director, Hill Bingham Ltd Employment partner, Stone King Partner, BDO LLP To register and book online please visit

3 The programme Chair s details 09:00 09:20 Registration with refreshments 09:20 09:30 Chair s Welcome Richard Martin 09:30 10:50 GDPR: What have we learnt, what do we need to do? 10:50 11:10 Refreshment break 11:10 12:10 Financial Reporting Update 12:10 13:00 Charity Commission guidance and update featuring Q&A panel discussion 13:00 14:00 Lunch Nigel Davies and speakers 14:00 15:15 Gift Aid, Tax and VAT Update Richard Martin is head of corporate reporting at ACCA. He is responsible for monitoring developments in integrated and narrative reporting, financial reporting, analysing the impact of changes and developing ACCA s policy on these issues. He speaks regularly on accounting standards internationally and in the UK. He is a member of the Accounting Working Party of Accountancy Europe and of their Corporate Reporting Policy Group. He is chairman of the Accounting Expert Group at EFAA, the European federation of accountants for SMEs. Richard is also a member of the accounting and reporting group of experts at the United Nations Conference on Trade And Development (UNCTAD), particularly involved with developing their reporting guidelines for small and medium-sized businesses. 15:15 15:30 Refreshment break 15:30 16:45 Employers, Workers and Volunteers: Latest Changes in Rules 16:45 17:00 Chair s Closing Remarks 17:00 Close

4 Session details GDPR and Cyber Security: What Have We Learnt, What Do We Need To Do? In today s world, cyber criminals will target any business regardless of size, with charities being no exception. The rapid pace of technological change and globalisation have profoundly transformed the scale and way in which personal data is collected, accessed, used and transferred. In light of recent cyber-attack and data breach headlines, more and more individuals are worrying about their own personal data and charities must ensure they are taking every measure to protect this. Not only are charities facing increasing challenges to safeguard their systems and data but pressure is on to comply with the General Data Protection Regulation (GDPR) that is now operational. Getting it wrong can be extremely costly, with penalties of up to 20 million and the losses incurred from reputational damage. Financial Reporting Update This session will look at financial reporting developments over the last year, especially focussing on guidance issued by the charity regulators and Sorp setting body. It will also consider new responsibilities of auditors and examiners, any changes to the annual report requirements, and the accounting mechanics of becoming a charitable incorporated organisation. Charity Commission guidance and update featuring Q&A panel discussion Nigel Davies This session will provide you with updates on Charity Commission publications and guidance alongside any developments in regulation. Nigel and his fellow speakers will then review the key findings from the day, before giving you the opportunity to raise any questions with the panel. You may also submit questions prior to the conference, to allow Nigel time to prepare a more detailed answer. Gift Aid, Tax and VAT Update The session will cover changes, topical issues and recent cases on tax issues affecting charities to give you confidence to deal with tax effectively at your charity and/or be aware of areas where further work is required. The session will cover Gift Aid and benefits, Retail Gift Aid, recent challenges to rates relief, VAT after Brexit, Making Tax Digital, VAT recovery including the challenge to the Children s Society case, the updated HMRC guidance on VAT on grants and contracts and cost sharing groups. Employers, Workers and Volunteers: Latest Changes in Rules This session will look at the key employment law issues that have arisen for employers over the last year. The speaker will review the most recent developments in these areas and how they are likely to impact on charities going forward, utilising real life examples. To register and book online please visit

5 Speaker biographies Don heads up BDO s charity team and oversees BDO s portfolio of Londonbased charities, ensuring quality of the audits. His experience spans over 25 years of working in the charity sector: he is a dedicated expert in charities. He was chair of the Auditing Practices Board committee responsible for writing Practice Note 11, which is the standard by which all charity audits in the UK must be conducted. Don is also a member of the ICAEW charity technical sub-committee; author of Charities: A CCH Industry Accounting and Auditing Guide; author, with Kate Kirkland, of Tolley s Charity Administration Handbook; and chair of the audit committee of one charity and member of the audit committee of another. He has also worked overseas and conducted overseas assignments for INGOs. Nigel Davies Nigel Davies is a qualified accountant and he joined the Commission in Since 2014 Nigel has been Head of Accountancy Services at the Charity Commission and also Joint Chair of the Charities SORP Committee. Nigel oversees the work of the team of accountants who cover all accountancy aspects of operational and inquiry activities for the Commission. He leads for the Commission on accountancy related collaborations with umbrella organisations, professional accountancy institutes, technical panels and working parties. He regularly speaks at events and conferences on charity accounting issues and publishes articles on charity accountancy matters. is a partner of Sayer Vincent, a firm which aims to help social purpose organisations become more effective and able to deliver more for their beneficiaries. Helen provides VAT, Gift Aid and tax advice to charities. She is also an audit partner and recently completed a six-year term as a trustee of the Institute of Fundraising. is an expert trainer and consultant with over 20 years experience providing services to the private and public sector in fraud (cyber) risk management, data security/protection and internet investigations, and open source intelligence. Stephen spent over 11 years working for a top national firm of chartered accountants heading the fraud and forensic group, leading an expert body advising clients on prevention, detection and recovery of fraudulent assets, working closely with the police, HMRC and private sector. He is a trustee director of the Fraud Advisory Panel and chairs the Fraud Advisory Panel s Cybercrime Working Group with colleagues from the public, private, and third sectors. He has written for several well-known publications, including The Sunday Times, Accountancy Magazine, FS Focus, Recovery Journal, Charity Finance, and Solicitors Journal, and commented on Radio 5 and the BBC s Real Story. Peter leads the employment team at Stone King LLP and has been assisting clients in employment matters since he qualified in He advises on a full range of employment matters and aims to provide support to charities managing change in their organisations. He works with clients to identify risk and offer solutions within their level of risk tolerance. He is qualified as a solicitor and barrister and was the first (and is believed to have been the only) solicitor listed in the government s panel of Treasury Counsel. He has appeared over 500 hundred times in the Employment Tribunal and has taken cases up to the Court of Appeal. Over the years, he has acted for numerous charities from small voluntary associations to multi-national corporates both as advocate in the employment tribunal and as adviser in non-contentious matters.