Charities Conference

Enjoy a day of discussion and networking at our Charities Conference. Hear from our panel of experts on topics such as the future of charity taxation, legislative changes affecting charities' VAT affairs, a round-up of trustees’ duties, plus much more. Also hear first-hand from the Charity Commission on the latest guidance, as well as a UK charity’s perspective on what support and assistance they need from their advisors.

*Please note: the Exeter instance of this conference has moved from October to March to run at the same time as the rest of the Charities Conference locations. There will not be a repeat of the event in October.


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Full conference agenda

Nigel Davies or Amie Woods, Charity Commission

Amie Woods/Nigel Davies will identify key developments in Charity Commission guidance, the latest research findings and lessons from key Commission cases for charities and practitioners.

Jon Sparkes, Bishop Fleming

Jon will provide an update on the latest Direct Tax issues for charities including:

  • Legislative and case law update
  • Common risk and problem areas
  • The future of charity taxation

Peter Herbert, Insight Training 

Despite the fact that the FRS 102 SORP is now well established, there still seems to be an abundance of new rules that affect charity reports and accounts. This session will explain all the recent developments and also clarify existing rules in a number of common problem areas. Feedback from charity regulators on problem areas will partly inform this session.


Andrew Paul, Mercia Group Ltd

It is three years since the Charity Commission updated the CC32 guidance to Examiners but there is still a lot of confusion over how much work is actually required for an Independent Examination.

Andrew’s session will briefly review the 13 directions but will focus on practical examples of what Examiners should be doing to ensure compliance while remaining efficient.

Hear direct from a charity about what support and assistance they need from you.

Malcolm Greenbaum

This session will review any relevant changes to legislation and case law decisions affecting charities’ VAT affairs over the past few years that are new or may have been forgotten. We will explore the VAT issues around property construction and rental that have arisen in practice in the recent past, and how to minimise any adverse effects of buying a property where the vendor has opted to tax.

The session will also focus on when charities can receive supplies of goods and services free of VAT, or at the reduced rate of 5% and remind delegates when their charities might be considered to be making taxable supplies, possibly requiring registration. VAT issues around fundraising events will also be addressed.

Louise Dunford, LD Consultancy Ltd

As always, there is a lot to consider where trustees are concerned and their duties are many, varied and always changing. Louise’s session will look at an overview of responsibilities and recent areas of focus for the Charity Commission with a particular reference to sales of land and payment of trustees.

Conference speakers

Louise has since 1987 been continuously involved in training and consultancy, both for professional firms and for commercial organisations. Until recently she also worked as an associate senior lecturer at the University of Portsmouth where she was mainly engaged on postgraduate teaching on the MBA, MA Personnel Management and MA Business Law, and she retains an active relationship with the University, having taught on their IPD courses in Grand Cayman and Guernsey. Louise specialises mainly in aspects of practical employment law, company law and on professional negligence, and has published widely in leading academic and professional journals.

Peter qualified as a chartered accountant with KPMG. He worked for The Financial Training Company for 6 years, the last three as a senior manager in the London office, responsible for developing courses for corporate clients. Peter presents courses to accountancy firms, companies and financial institutions. Peter's areas of technical expertise are financial reporting, auditing and practice regulation. He also writes and delivers financial analysis and personal development programmes for a range of blue chip and private companies.

Andrew joined Mercia in 1999 as part of the Audit and Accounts technical team and lectured on Practical Training Workshops, Paper and Paperless Audit Manual courses and undertook Peer Reviews. He has also been a Training Event Manager.

At the end of 2012 Andrew left Mercia to work In Rwanda for six months, helping to build the capacity of finance teams working in the healthcare sector with the US Charity Partners in Health. On returning to the UK, Andrew held the post of Finance Manager for Compassion UK, a £30m+ income Charity.

Andrew returned to Mercia in Autumn 2014 as part of the Audit and Accounts technical team.

Andrew retains lots of contacts in the charity sector and is a regular volunteer at events such as London Olympics 2012 and Glasgow 2014 Commonwealth Games as well as being a keen Leicester Tigers supporter.

Nigel is Head of Accountancy Services at the Charity Commission and Joint Chair of the Charities SORP Committee. He oversees the team who cover all accountancy aspects of operational and inquiry activities for the Commission. He leads the Commission on accountancy related collaborations with umbrella organisations, professional accountancy institutes and technical panels and working parties. He regularly speaks at events and publishes articles on charity accountancy matters. He responds on behalf of the Commission to IPSASB and IASB consultations.

Amie joined the commission in March 2016 as the Deputy Head of Accountancy Services. Amie oversees the work of the team of accountants who cover all accountancy aspects of operational and inquiry activities for the Commission. Amie is a certified accountant with a background in financial and forensic investigation and regulation.

Malcolm was previously Director of Finance and Taxation Programmes at BPP Professional Education and has delivered IFRS, US GAAP, UK Tax and VAT training to a multitude of organisations world-wide since 1992. \He has particular experience in delivering bespoke training programmes to multi-nationals in the financial services, transport and energy sectors as well as delivering UK tax and VAT update programmes to accounting and law firms.He is passionate about training and his enthusiasm ensures that the participants enjoy the learning experience whilst gaining knowledge through their engagement in the sessions and through encouraging them to ask questions and discuss practical issues they may have.

Jon is a Chartered Accountant and Chartered Tax Adviser with more than 20 years experience. He spent 9 years with a ‘Big 4’ firm during which he was part of their Charities Network advising a range of national and international charities and not for-profit organisations including higher and further education institutions, private schools, charitable training providers and other charities.

He is now Bishop Fleming’s charity tax specialist working with their academy clients on tax issues such as non-primary purpose trading, setting up trading subsidiaries and Gift Aid.

One Day Conference