Charities Conference

Our one day charities conference has been specifically designed for partners and senior managers with responsibility for a number of charity clients.

*If you are based in Scotland, please see our Scottish Charities Conference alternative.


Who should attend the conference

Mercia's Charities Conference is a must-attend event for any accountancy firms with Charity clients.

Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the charity sector. Hear from financial experts and charities on how you can add value to your clients.

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Full conference agenda

Louise Dunford

Details coming soon.

Phil Frost

Details coming soon.

Jon Sparkes

Details coming soon.

Neil Owen

Details coming soon.

Conference speakers

Charity Commission

A speaker from the Charity Commission’s Accountancy Services Team will be speaking at the event.

This team provides expert advisory support to regulatory cases, the development of Charity Commission policy and guidance, and also advises on the use by the Commission of charity financial data. Members of the team also provide technical secretariat support to the new SORP Engagement Strands that are part of the new SORP development process.

Louise Dunford

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.


Phil qualified in his home town of Sheffield. He worked for Financial Training for a number of years and was their midlands regional director before joining Mercia in 2001. He lectures to the accounting profession and to those in industry and commerce on accounting, auditing, and related legal and regulatory topics as well as specialising in charity and property accounting together with international accounting standards.

In his spare time he now watches cricket and rugby as his playing days are behind him.

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.

Neil Owen

Neil Owen is an independent consultant and speaker. He has specialised exclusively in VAT for nearly forty years, initially working for Customs & Excise, entering the professional world in 1990 and setting up his own practice, VAT Advisory Services Ltd, in 2007. He is the only indirect tax practitioner to be a Fellow of both the CIOT and the BIAC, and has extensive experience of advising on VAT matters in the agricultural and landowning sector. 

Peter Herbert

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.

One Day Conference
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Previous Charities Conferences

Explore the programme of our previous Charities Conferences:

2022 Charities Conference