Scottish 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 England please see our Charities Conference alternative.

Who should attend the conference

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

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


Laura Anderson

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Alan Eccles

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Phil Frost

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Jon Sparkes

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Neil Owen

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Conference speakers


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.


Alan Eccles is a partner with law firm Brodies – the largest legal resource in Scotland. Alan specialises in charities, third and impact sectors work as well as helping  individuals and families with succession planning. Independent directory, Chambers HNW says that “He gets his points across with humour and authority.” A member of the Law Society of Scotland’s charity law sub-committee, Alan has also lectured in charities and trusts at the University of Strathclyde for many years. As well as advising and teaching on charities matters, Alan has also enjoyed being a trustee of charities including the Scottish Children’s Lottery, Cryptic and the Scottish Universities Law Institute.


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 Scottish Charities Conferences

Explore the programme of our previous Scottish Charities Conferences:

2022 Scottish Charities Conference