ACCA Charity Finance Conference 2019 - Friday 18 October Crowne Plaza Birmingham City Centre Birmingham - ACCA Global
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ACCA Charity Finance Conference 2019 Friday 18 October Crowne Plaza Birmingham City Centre Birmingham
The details The speakers
ACCA’s annual charity Date: Friday 18 October 2019 Jay Abbott
Chief information security officer,
finance conference Time: 09.20 –16.30
Nellcote
Venue: Crowne Plaza Birmingham
returns for 2019, City Centre, Birmingham, Don Bawtree
providing you with an B1 1HH National head of charities, BDO
Fee: £269 Nigel Davies BA (Hons) CPFA DChA
excellent opportunity CPD Units: 7 ACCA
to keep up-to-date Head of accountancy services, Charity
Commission
with the latest Who should attend?
Helen Elliott
developments and Finance professionals working in or Partner, Sayer Vincent LLP
advising charities, trustees and treasurers.
best practice within The conference is also a useful refresher Jonathan Pearce
for those who only deal with charities Senior associate, Bates Wells
the sector. You can occasionally. Simon Taylor
also benefit from Senior leadership consultant,
Kaplan Leadership and Professional
networking with like- What will I get out of it? Development
minded professionals An update on recent important
developments in the charity sector
outside the office guidance on best practice
an opportunity to exchange your
environment. New views and experiences with other
for 2019, there will professionals working in the same
field.
be an interactive
professional
development session
taking place in the
afternoon.
To register and book online please visit https://events.accaglobal.com
The programme Chair’s details
09:00–09:20 Registration with refreshments Richard Martin is head of corporate
reporting at ACCA. He is responsible
09:20 – 09:30 Chair’s welcome for monitoring developments in
Richard Martin integrated and narrative reporting,
financial reporting, analysing the impact
09:30 – 10:00 Charity Commission update – of changes and developing ACCA’s
regulators’ risks and concerns policy on these issues. He speaks
Nigel Davies regularly on accounting standards
internationally and in the UK. He is a
10.00 – 10:50 Cyber security and data protection member of the Accounting Working
for charities Party of Accountancy Europe and of their
Corporate Reporting Policy Group. He
Jay Abbott
is chairman of the Accounting Expert
Group at EFAA, the European federation
10:50 – 11:10 Refreshment break
of accountants for SMEs. Richard is also a
member of the accounting and reporting
11:10 – 12:20 SORP update and your reporting obligations
group of experts at the United Nations
– what you need to know
Conference on Trade & Development
Don Bawtree (UNCTAD), particularly involved with
developing their reporting guidelines for
12:20 – 13:05 Lunch
small and medium-sized businesses.
13:05 – 14:05 Raising the bar – understanding motivation
and delivering change
Simon Taylor
14:05 – 15:05 Charity tax and gift aid update –
the essentials
Helen Elliott
15:05 – 15:20 Refreshment break
15:20 – 16:20 Charity law update
Jonathan Pearce and guest speaker
16:20 – 16:30 Chair’s closing remarks
16:30 Close
Session details
Charity Commission update – SORP update and your reporting Charity tax and gift aid update –
regulators risks and concerns obligations – what you need to know the essentials
Nigel Davies Don Bawtree Helen Elliott
Nigel Davies will begin the conference Delegates will leave this session with an This session will cover changes, topical
with a short update on the Charity update on the important developments issues and recent cases on tax issues
Commissions publications and guidance, from the past year, and those upcoming affecting charities to give you confidence
along with key findings from the including the key issues that have arisen that you will be able to deal with tax
Commission’s regulatory work. The from the SORP. The session will provide effectively at your charity and/or be
session will briefly touch on the recent you with key guidance around your aware where further work is required.
introduction of the benchmark for reporting obligations and what you need The session will include Gift Aid benefits
examining charity reports and what you to be doing to protect your charity. and declarations, Facebook Donate,
should be doing to comply. Nigel will donation only events, recent VAT
also be joining the SORP update session developments on recovery for investment
Raising the bar - understanding
taking place later on in the morning which management fees and general donation
motivation and delivering change
will explore this in further detail. costs, corporate sponsorship, Making Tax
Simon Taylor
Digital and employment status for tax
including for personal service companies.
Cyber security and data protection for During this interactive session, delegates
charities will be introduced to a practical
Jay Abbott framework for understanding motivation, Charity law update
at both the individual and team level. Jonathan Pearce
This session will give you a grounding into They will consider what’s stopping them
cyber, followed by the current landscape, from reaching their goals, and how, in the In the first half of this session, the speaker
what’s hot and what’s not, before moving most challenging environments, small will provide an essential employment
onto what you should, could or must do wins can make all the difference. law update discussing the key areas that
to keep your sensitive data inside the have arisen this year. This will be followed
organisation. With a specific focus on by a general charity law update and
security technology and controls that are will cover areas including: fundraising
free rather than pushing expensive silver rules, acceptance of cash, credit card
bullet products, this session is about acceptances and legal requirements, and
practical knowledge and advice that will more.
benefit your organisations.
To register and book online please visit https://events.accaglobal.comSpeaker
biographies
Jay Abbott Nigel Davies Jonathan Pearce
Jay Abbott is a seasoned cyber Nigel Davies is a qualified accountant Jonathan specialises in employment
security professional with over 20 years’ and he joined the Commission in 2001. and discrimination law, having particular
experience working with companies of Since 2014 Nigel has been Head of experience advising clients on
all shapes and sizes including those in Accountancy Services at the Charity grievances, performance management
the charities sector. His knowledge and Commission and also Joint Chair of the and disciplinaries and terminations,
experience span the deeply technical Charities SORP Committee. as well as redundancies, restructures,
and strategic realms, thus he is able to Nigel oversees the work of the team of and TUPE issues arising from mergers,
deliver complex technical concepts in a accountants who cover all accountancy acquisitions and outsourcings.
meaningful and understandable way. aspects of operational and inquiry His clients include national and
activities for the Commission. He leads international charities, financial
Don Bawtree for the Commission on accountancy institutions, professional bodies, royal
related collaborations with umbrella colleges and arts and media companies.
Don heads up BDO’s charity team and
organisations, professional accountancy He also acts for senior executives and
oversees BDO’s portfolio of London-
institutes, technical panels and working professionals from the banking sector.
based charities, ensuring quality of the
parties. He regularly speaks at events He regularly writes articles on
audits. His experience spans over 25
and conferences on charity accounting employment law and provides training to
years’ of working in the charity sector: he
issues and publishes articles on charity clients and at public events.
is a dedicated expert in charities.
accountancy matters.
Don is also a member of the ICAEW
charity technical sub-committee; author Simon Taylor
of Charities: A CCH Industry Accounting Helen Elliott
Simon joined Kaplan from the Royal
and Auditing Guide; author, with Kate Helen Elliott is a partner of Sayer Vincent, Military Academy Sandhurst, where for
Kirkland, of Tolley’s Charity Administration a firm which aims to help social purpose six years he was a senior lecturer in the
Handbook; and chair of the audit organisations become more effective Communication and Applied Behavioural
committee of one charity and member and able to deliver more for their Science Department.
of the audit committee of another. He beneficiaries. Helen provides VAT, Gift
In training officers from across the British
has also worked overseas and conducted Aid and tax advice to charities. She is also
Army, Simon designed and delivered
overseas assignments for INGOs. an audit partner and recently completed
experiential learning courses on the
a six-year term as a trustee of the Institute
psychology of leadership. These courses
of Fundraising.
focussed on the practical application
of core behavioural concepts, namely:
resilience, motivation, personal impact,
negotiation and decision-making.
A highly energetic and engaging
consultant, Simon has worked with
global financial service providers, major
retailers and oil and gas businesses in
the UK, Europe and the Middle East. He
has extensive experience in designing
leadership programmes, building high
performing teams and creating a values-
based ethos.ACCA UK The Adelphi, 1–11 John Adam Street, London WC2N 6AU tel: 020 7059 5910 professionalcourses@accaglobal.com members.accaglobal.com
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