2. Date: Wednesday 12 October 2016
Time: 09.30 –16.30
Venue: The St John’s Hotel
651 Warwick Road
Solihull, Birmingham
B91 1AT
Fee: £260
EARLY BOOKING DISCOUNT
Book on or before 12 September 2016
and pay just £240 per delegate
CPD Units: 7
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 and important
developments in the charity sector
• guidance on best practice
• the opportunity to exchange your
views and experiences with other
professionals working in the same
field.
ACCA’s annual charity
finance conference
provides 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 like-
minded professionals
outside the office
environment.
Don Bawtree
Partner, BDO LLP
Victoria Cook
Senior Associate, Employment
Department, Bates Wells Braithwaite LLP
Nigel Davies BA (Hons) CPFA DChA
ACCA
Head of Accountancy Services, Charity
Commission
Bill Lewis
Consultant, Bates Wells Braithwaite LLP
Tim Rutherford
Partner, Charity & Social Enterprise,
Stone King
Robert Warne
Partner, Crowe Clark Whitehill
The details The speakers
To register and book online please visit https://events.accaglobal.com
3. 09.00–09.30 Registration
09.30–09.40 Chairman’s Welcome
Richard Martin
09.40–10.30 Ethics and Governance –
What is Good Governance?
Tim Rutherford
10.30–11.30 Financial Reporting Update
Don Bawtree
11.30–11.45 Break
11.45–12.30 VAT in The Last 12 Months
Robert Warne
12.30–13.15 Lunch
13.15–14.00 Panel Discussion and Q&A
Chaired by Nigel Davies
14.00–15.00 Charity Tax and Gift Aid –
New Rules and Making the Most of Reliefs
Bill Lewis
15.00–15.15 Break
15.15–16.15 Charity People: Essential Employment Law
Victoria Cook
16.15 –16.30 Chairman’s Closing Remarks and Questions
16.30 Close
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 the
Federation of European Accountants
(FEE) and of FEE’s 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 & Development
(UNCTAD), particularly involved with
developing their reporting guidelines for
small and medium-sized businesses.
Chairman’s
details
The programme
4. To register and book online please visit https://events.accaglobal.com
VAT IN THE LAST 12 MONTHS
Robert Warne
In this session Robert will explore what
has taken place in the last 12 months and
what is due to take place in the future.
Some of the major changes he will cover
are:
• the impact of VAT on the UK
following Brexit
• direct mail – the battle goes on
• HMRC on the warpath – education,
reverse charges and subscriptions
• Friends of the Earth Trust Ltd – a win
for HMRC
• Longridge – will this settle the
argument on supplies in the course
and furtherance of business?
• compound interest – does HMRC
owe you any?
• Chester Zoo – another challenge to
direct and immediate link.
CHARITY TAX AND GIFT AID – NEW
RULES AND MAKING THE MOST OF
RELIEFS
Bill Lewis
This session will focus on gift aid,
charities and trading. Bill will explain
HMRC’s audit tactics and how to stand
up to them, claiming gift aid on items you
might not expect, new rules surrounding
gift aid declarations and proposals for
donor benefits, and making the best
use of trading companies. He will also
look at making the most of the charity
tax exemptions and will highlight how to
avoid common pitfalls.
ETHICS AND GOVERNANCE – WHAT
IS GOOD GOVERNANCE?
Tim Rutherford
Pressure grows on charities, on their
funding, people and purpose. It’s vital
that charities have good governance
and ethics. Following the collapse
of Kids Company last year and other
charity scandals, charity trustees have
been reminded of the need for them to
both understand and follow their basic
trustee duties. The Charity Commission
is consulting on changes to the guidance
on matters of material significance and
the circumstances in which auditors and
independent examiners have to report
to the Commission. The job of being
a trustee is therefore tougher, and the
chances of getting it wrong are higher.
Tim will take us through an update on the
Commission’s performance as regulator,
a reminder of the core trustee duties
and the lessons that can be learned from
Kids Company for both trustees and their
professional advisers.
FINANCIAL REPORTING UPDATE
Don Bawtree
This session will look at the latest
developments in charity financial
reporting, particularly SORP
implementation, future changes and
guidance from regulators. Don will focus
on practical implementation and lessons
learned, and will provide an update on
future changes to audit and independent
examination as well as highlighting
recent regulatory cases.
Session details
CHARITY PEOPLE: ESSENTIAL
EMPLOYMENT LAW
Victoria Cook
This session will provide an introduction
to the essentials of employment law,
including: the employment relationship
and what makes the volunteer
relationship different, dealing with
key employment issues including
dealing with disciplinary and grievance
issues, avoiding discrimination and
whistleblowing, and understanding
the role of trustees in the employment
context.
PANEL DISCUSSION AND Q&A
Chaired by Nigel Davies
Nigel and his fellow speakers will
collectively review the key takeaways
from today’s conference before opening
the floor to your questions. Delegates
are also welcome to submit questions in
advance of attending, or throughout the
day, which will give Nigel and the panel
time to prepare more detailed answers to
any complex queries.
5. Nigel Davies
Nigel Davies is a qualified accountant
and is head of accountancy services at
the Charity Commission and Joint Chair
of the Charities SORP Committee. Prior
to taking up his new role in August 2014,
he was technical secretary to the charities
SORP Committee, preparing technical
papers on accounting and reporting
issues, and he co-drafted the new
SORPs. Nigel 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. Nigel
joined the Commission in 2001.
Bill Lewis
Bill advises on all aspects of taxation
affecting charities (VAT, PAYE,
corporation tax). Typical work undertaken
includes reviewing the VAT structure of
charities, advice on VAT and property
construction and property leases,
advice concerning PAYE taxes, PAYE
investigations, expenses policies, and
employed/self-employed status issues,
gift aid reviews and gift aid audits,
corporation tax and charities – making
use of tax exemptions, use of trading
subsidiaries, and general VAT and
income tax issues affecting businesses,
charities, and individuals.
Don Bawtree
Don is a partner in BDO LLP and has
specific responsibility for larger and
national clients. His experience spans
20 years of working in the charity sector,
with a particular focus on financial
governance. In addition to lecturing,
client and committee work he is chair of
the Auditing Practices Board committee
responsible for issuing UK charity audit
guidance and on the advisory board
of ‘Governance’ magazine. He is also
author of the guide to SORP compliance,
published by Charity Finance, and
author, with Kate Kirkland, of Tottel’s
‘Charity Administration’.
Victoria Cook
Victoria is a dual qualified barrister and
solicitor. She advises mainly employer
clients on a broad range of employment
law and HR issues including dealing with
disciplinary and grievance issues, all
forms of discrimination, whistleblowing,
redundancy and restructuring, TUPE,
employment status, interns and
volunteers. Victoria also undertakes
a broad range of contentious work
including representing clients at
employment tribunals, negotiating
settlements and participating in
mediation. She acted for the employer
in the case of X v Mid Sussex CAB, a
disability discrimination claim, in which
the Supreme Court considered the
employment status of volunteers.
Tim Rutherford
Tim is a partner at Stone King LLP, one of
the leading law firms advising charities
and social enterprises. He is involved in
advising on all aspects of charity law for
a range of charities from local voluntary
organisations through to large household
names. Tim is typically involved in
advising charities on a whole range
of governance issues, as well as more
technical aspects of charity law. He also
has a background in dispute resolution,
insolvency and risk management for
charity clients and has a particular
expertise in providing strategic advice to
steer clients through potential areas of
dispute.
Robert Warne
Robert is partner in Crowe Clark
Whitehill’s specialist VAT Group. He
has extensive VAT knowledge of the
not for profit sector, specifically in the
charity, schools, trade unions sector. His
experience covers not only the obvious
issues of business activities and partial
exemption but crucially how VAT impacts
on any transaction in relation to land
and property where the VAT at stake is
often considerable. Robert has been
with Crowe Clark Whitehill since 1988
joining directly from HMRC where he was
a VAT inspector. His professional VAT
qualifications include ATII and IIT and he
is also a member of the VAT Practitioners
Group and the Charity Tax Reform
Group.
Speaker
biographies
6. Booking form
ACCA CHARITY FINANCE CONFERENCE 2016
Please visit: https://events.accaglobal.com to register and book online.
Alternatively, please complete the booking form using BLOCK CAPITALS throughout.
If you wish to book more than one delegate, please photocopy this form.
Please book a place on the ACCA Charity Finance
Conference 2016
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