The Charity Accountants’Conference
www.dsc.org.uk/cac2017
Organised by:
dscdirectory of social change
21-22 September 2017Crowne Plaza Hotel, Nottingham
26THYEAR
The UK’s largest residential conferencefor charity finance professionals
Supported by:
Media Partner:
Vicky Browning wasappointed CEO of ACEVO
in January 2017 afterseven years asDirector ofCharityComms. Vicky will share herperspective on the
state of the charitysector and its future
challenges. She will focuson the role treasurers,
finance directors and financeteams can play in supportingtrustee boards and seniormanagement.
The Charity Accountants’Conference 2017
Nigel Davies is Head ofAccountancy Services
at the CharityCommission. Youwill have theopportunity to askNigel questions onall aspects of
charity finance andregulation, including
the latest Commissionguidance on reserves and
fundraising as well as thefuture development of SORP.
If you are a charity financeprofessional, the CharityAccountants’ Conference is anevent that’s not to be missed.This residential conference haseverything you need to do thebest job, so that your charity cankeep making leaps forward foryour cause.
Opening plenary Day one 10.15-11.00
Role of finance staff inmeeting the challenges ofthe charity sector
Keynote speech
Day two 13.45-14.30
The view from theCharity Commission
We’ve put together a packedschedule of sessions to reflect thelatest goings-on in the charityfinance world, as well as coveringthe staples of charity finance such asVAT, Gift Aid and risk management.
Over the two days, you will alsoexplore how the law andgovernance affects finance, the rolefinance plays in the wider thirdsector landscape and grow yourleadership and working style.
Vicky BrowningCEO of ACEVO
Nigel Davies Head of Accountancy Services
Charity Commission
Intellectual property –protect your charity assetsFor many charities their mostvaluable assets are their intangibleassets. This session will covertrade marks, copyright and othermeans of protecting yourintellectual property rights.
Culture – the role offinanceHow can a finance team helpdefine and achieve anorganisation’s culture? Thissession will consider whatorganisational culture is, the hardand soft controls that contributeto culture and how finance canbest influence these.
Recruiting the right team membersGetting the right person for thejob is just as important as gettingthe right skills. This session looksat ways to approach jobadvertising, the selection process,and the all-important interviewquestions so you can build up agreat finance team.
Gift Aid updateKey changes are beingimplemented now – find out moreabout the small donations scheme,new rules for valuing benefits andhow Gift Aid may apply tomembership. Also update on GiftAid audits and what to expect.
11.15
-12.
45 Employment law update Regulatory demands onemployers continue toincrease. This session providesan update on what you needto know to keep abreast ofthe latest changes toemployment law.
Fundraising regulationThis is the big issue in thecharity sector at the momentand it’s not just an issue forfundraisers. This session willlook at what finance staff andtrustees should be aware of inthe new fundraisingregulations.
How to win friends andinfluence peopleThis session looks at ways to buildrapport, adjust communicationstyles and get your messageacross. It will lend itself to avariety of situations such asexplaining numbers to non-finance people and influencingboards or teams with whomcommunication can be difficult.
VAT updateVAT for charities is always acomplex area. Get your annualupdate from Sayer Vincentcovering changes to the lawand new cases impacting thecharity sector.
14.0
0 –
15.3
016
.00
– 17
.30
10.15-11.00 Welcome and opening plenary
TaxLegal &governance
Strategic financialmanagement
Personaldevelopment
Role of finance staff in meeting the challenges of the charity sectorVicky Browning, CEO of ACEVO
8.30 -10.00 Registration
09.00– 10.00 Expert advice surgeries - optional individual 15 minute drop in sessions
Data protectionCharities have been in thespotlight of data protectioncompliance. What shouldcharities know to prepare for theintroduction of GDPR (in May2018) and the new fundraisingregulations.
Managing financialproblemsLed by insolvency specialists, thissession will look at financialwarning signs and the actions thatcharities should take in time offinancial distress.
Delegating effectivelyQuite often we shy away fromdelegation, or don’t go about it inthe right way. This session willlook at the 7 levels of delegation,allowing you to strike the rightbalance so you feel ‘in control’and your team members staymotivated.
Trading and socialenterpriseEarning income may be possiblewithin your charity, but check thetax rules on trading and considerwhether you need a separatecompany for your socialenterprise activities. Considerhow VAT and direct tax interact,plus important tax reliefs such asbusiness rate relief.
15.30 – 16.00 Break
12.45 – 14.00 Lunch
Sayer Vincent Gives expert advice on tax,accounting, governance & risk
Veale Wasbrough Vizards are solicitorsspecialising in Charity Law. On day onethey will discuss employment andcommercial law issues.
Day one
17.30-18.30 Expert advice surgeries repeated (see above)19.30 Dinner
21.00 After dinner entertainment
www.dsc.org.uk/cac2017
09.00– 10.00 Expert advice surgeries - optional individual 15 minute drop in sessions
Reviewing yourconstitution andgovernanceWe’ll help you ensure that yourgoverning documents are fit forpurpose and update them forchanges in legislation and goodpractice. Bring governancestructures and processes alive foryour trustees and members sothey can participate fully.
Social finance andborrowing fundsSocial finance has givencharities a potential newsource of funding. Thissession will delve into wherethe opportunities and risksare, as well as which charitiesare suited to social finance.
Writing better reportsIf putting together reports issomething you’d prefer to avoid,then this session will help you. Itwill cover the process of compilinga report from start to finish,including planning, structuring andproof reading. We will also exploreways to make your writing styleappropriate for both your readersand your aims.
Providing assurance on key risksBoards need assurances thatnot only have key risks beenidentified, but that they are alsobeing effectively managed. Thissession will outline practicalapproaches to providingassurance.
9.30
– 11
.00 Code of good
governanceLaunched earlier this year, thissession will cover what youneed to know to adopt thecode including examples ofwhat other charities are doing.
Financial sustainabilityThinking longer term to ensurethat your organisation has theright business models andfinancial strategies to put thestrategic plan into operation. Wealso look at reserves policies andother ways you can developresponses to risks.
Managing your teamYou are only as successful as yourteam. Yet, sometimes the ins and outsof management and leadership cantake time and energy away from yourcore financial responsibilities. Find outwhat the key principles of effectivemanagement are, as well as theimportance of understanding yourselfand the individuals in your team.
Re-thinking riskSayer Vincent published a newguide to managing risk last yearto encourage better practice inrisk management and move awayfrom a tick box approach. Thissession will give you practical tipsfor smartening your riskmanagement processes.
Charity Law updateKeep abreast of changes inCharity Commissionregulation including thelegal implications ofCharities Act 2016 changesto fundraising regulation inthis annual legal updatesession.
Better annual reportsAre you making the most ofyour trustees’ report toshowcase the work of yourcharity and to make the casefor support? Get practical tipson how to make you canincrease the impact of yourreport.
Effective performanceappraisalsWhat is the point of performanceappraisals? Are they something youlook forward to or is it a time youdread? This session is aboutbringing the joy back to yourappraisals, making them productive,positive and even, dare we say,enjoyable!
Fraud and cybersecurityEvery £1 gained from reducingfraud loss, is £1 that couldhave been used to help yourbeneficiaries. This session willgive you tips on managingfraud risks and developing afraud aware culture.
14.3
0-1
6.0
0
RiskLegal &governance
Strategic financialmanagement
Personaldevelopment
11.00-11.15 Break
12.45-13.45 Lunch
13.45-14.30 Keynote speech
The view from the Charity CommissionNigel Davies, Head ofAccountancy Services,Charity Commission
11.15
– 12
.45
8.30 – 9.30 Expert advice surgeries - optional individual 15 minute drop in sessions
Sayer Vincent Gives expert advice on tax,accounting, governance & risk
Veale Wasbrough Vizards are solicitorsspecialising in Charity Law. On day twothey will discuss Charity Law queries.
Day two
Delegate Fees
Residential £650 £580 £1,050 £950*includes hotel accommodation, 3-course meal & entertainment
Non-residential £550 £900One day £350 £500
Charities
Commercial
Early B
ird
Early B
ird
What is included in the price?Conference packSpecialist sector adviceCertification of CPD hoursAccess to all presentations after the conferenceAll refreshments over the two days including lunchEvening meal with wine and entertainment (residential only)
Ensuite four star hotel accommodation including:Complimentary Wi-FiUse of the Urban Escapes leisure facilities including a heated swimming pool, steam room, spa, ice station, relaxation room and a fully equipped gym.Complimentary tea/coffee-making facilities in each roomPrivate bathrooms with bath, shower and free toiletriesSatellite television Air-conditioning
What is not included in the price?Parking – £5 per day Pay-per-view movies Treatments in the spa Any additional room expense
About the Organisers
A discounted rate is available for those wishing to stay on20 September, please email Evangeline Kirupairajah:[email protected] for more information. This mustbe booked by 16 August 2017.
Book by 03 July for early bird rate
dscdirectory of social change
Sayer Vincent is a firm of chartered accountants that has been dedicated to charities andsocial enterprises for over 30 years. Through our tailored audit and advice services, weprovide trustees and managers with the assurance that their charity is managing its resourceseffectively. As well as being commercial accountants, our team has an in-depth knowledge ofthe governance and management of charities and social enterprises. They can advise on arange of business activities to help your organisation achieve the best financial outcomes,always mindful of your objectives. Working with Sayer Vincent you will feel that you haveextra people in your team. Find out more about our services at www.sayervincent.co.uk
The Directory of Social Change – DSC is an independent charity with a vision of anindependent voluntary sector at the heart of social change. DSC’s independent status and wellrespected research means they can challenge and create debate around government policy,trust funding, company giving, Big Lottery funding (join the Big Lottery Refund campaign atwww.biglotteryrefund.org.uk) and other issues which threaten the independence of charities.DSC’s opinion is regularly sought and featured in the charity sector, national and broadcastmedia. DSC is the best-selling provider of training and information to the sector, running over300 courses and conferences each year, selling over 100 different book titles and providingaccess to over £3.9 billion in funds via trustfunding.org.uk.
About the Media PartnerThird Sector is the UK’s leading publication for everyone who needs to know what’s going on in the voluntary and not-for-profit sector. Visit www.thirdsector.co.uk for further information.
Crowne Plaza Nottingham,Wollaton St, Nottingham NG1 5RH This stylish business hotel in a modern
multi-storey building is a 2-minute walk from the Theatre Royal Concert Hall, a 7-minute walk
from the shops at intu Victoria Centre and an 11-minute walk from Nottingham Castle.
Book now to secure your place:
www.dsc.org.uk/cac2017
‘I thought therange ofsessions wassuperb.’ Amy Rodwell, NDCS
Want to Exhibit?If you’re interested inexhibiting contactShireen on 020 7697 4200
Join theconversation Keep up-to-date withwhat’s happening at theconference: #cac17
‘The speakers were veryknowledgeable andexperienced... It was anexcellent opportunity tochat with colleagues andshare experience aboutour daily jobs.’Graciela Guerrero, Sheila McKechnieFoundation
