1. Healthcare

Charities
Conference 2015
¡¡ Hot Topics in Charity Accounting
¡¡ An Update From the Charity Commission
¡¡ VAT Tips and Traps
¡¡ Direct Taxes
¡¡ Reporting the Pay of Senior Staff
¡¡ A Charity Practitioner’s
Perspective
PLUS get your questions
answered by our panel of
speakers in our
Q&A session
Very good
conference.
Packed with
great stuff.
David Williams,
Watts Gregory LLP
London 4 March 2015
De Vere Holborn Bars, London
The Midlands 10 March 2015
Hilton National, East Midlands
Full Day Conference £299 (including lunch) plus VAT per person
£50 for MembershipPLUS • 25% Discount for Members
www.mercia-group.co.uk
Charities Conference 2015
Our one day charities conference has been specifically designed for partners and senior managers
with responsibility for a number of charity clients. It is a specialist conference looking at a wide
range of practical issues which will enable those attending to provide the best possible advice to
their clients.
9.30am
2.15pm
Welcome and Introduction by
Conference Chairperson
Direct Taxation of Charities and
Avoiding the Pitfalls
9.35am
Hot Topics in Charity Accounting
Peter Herbert, Insight Training
2015 is a big year for charity accounting with two SORPs (FRSSE
SORP and FRS 102 SORP) taking effect. This session will consider
the different options and explore the practical challenges facing
accountants as they implement the new standards. A key issue is
that, in view of the FRC’s likely decision to remove the FRSSE from
2016, the FRSSE SORP will disappear from this time.
The session will also use regulator feedback and the findings of our
own compliance reviews to cover a range of practical auditing and
financial reporting issues which charity accountants and auditors face.
10.45am
Effective Financial Governance in
Charities – the Regulator’s View
Nigel Davies or David Walker, Charity Commission
This session will look at whistle-blowing, vulnerabilities to financial crime,
due diligence and highlight the Charity Commission’s latest guidance
and regulatory themes.
Tony Austin
In this session Tony will look at the latest developments in direct tax for
charities, including Gift Aid, looking at both the legislation and HMRC
guidance and practice.
Tony will also cover some of the more difficult aspects of direct tax on
trading income particularly regarding membership, sponsorship and
certain other fundraising activities, including:
• What constitutes trading
• Mixing primary and non-primary purpose trading
• “Simplified” Gift Aid scheme for charity shops
• Using trading subsidiaries effectively.
3.15pm Tea
3.30pm
Advising Your Clients - Helping
Charities Through the Maze
Rui Domingues, Friends of the Elderly
With more and more expected of charities, and especially charity
trustees and executives, sound guidance through the regulatory and
best practice maze is always needed and welcomed!
11.45am
Rui will offer current insights from a charity practitioner’s perspective into
areas where advisers can add value to charities and where there are
opportunities for the future.
VAT Tips and Traps for Charities
4.00pm
11.30am Coffee
Vaughn Chown, Gabelle LLP
VAT often presents charities with some of their more challenging tax
issues. Vaughn will discuss the following topics within a case study:
• How to differentiate between outside the scope of VAT, exempt and
taxable income streams
• Partial exemption issues including deminimis limits
• VAT liability of charity advertising
• Recovery of VAT on expenses.
Reporting the Pay of Charity Chief
Executives and Senior Staff
Rosie Chapman
Rosie will provide an update on reporting senior executive pay to assist
you in advising your clients. She will cover:
12.45pm Lunch
• Facts and figures on senior executive pay in the charity sector
• Recommendations of the 2014 NCVO Inquiry into charity senior
executive pay, and how these recommendations relate to the 2015
charities SORP
• Comparison of pay transparency across sectors
• Examples of charities’ adoption of the Inquiry’s recommendations.
1.45pm
4.45pm Close of conference
Vaughn will also cover any recent case law of particular interest to the
charity sector.
Question and Answer Session
An opportunity to put your questions to our panel of speakers.
CPD hours: 6
Book online at www.mercia-group.co.uk/courses/conferences
Nigel Davies
Nigel is Head of Accountancy Services at the Charity
Commission and since July 2014 Joint Chair of the Charities
SORP Committee. He oversees the work of the team of
accountants who cover all accountancy aspects of operational
and inquiry activities for the Commission. He leads for the Commission on
accountancy related collaborations with umbrella organisations, professional
accountancy institutes and technical panels and working parties. He regularly
speaks at events and conferences on charity accounting issues and publishes
articles on charity accountancy matters. He also responds on behalf of the
Commission to IPSASB and IASB consultations.
Nigel joined the Commission in 2001, first heading up the Accountancy Unit team
and subsequently becoming Deputy Head of Financial Regulation and from 2006
Deputy Head of Accountancy Policy and Technical Secretary to the Charities
SORP Committee prior to a promotion to his current policy role in 2014.
Rui Domingues
Despite holding Bachelor’s and Master’s degrees in Civil
Engineering, Rui turned to accountancy in the 1990s. After a
number of years in commerce, he has been in the not-for-profit
sector since the turn of the millennium.
Rui has been with Friends of the Elderly since 2010, bringing charity and RSL
experience. He is also the charity’s company secretary and scheme administrator
for Friends’ closed defined benefit pension scheme. Rui is an FCCA, Chair of the
CFG’s Technical Accounting Forum, a member of the ACCA’s Charity Panel and a
finance committee member at BMS World Mission.
Peter Herbert
Peter qualified as a Chartered Accountant with an international
accountancy firm before working in industry. He has over 20
years of training experience. He writes and presents technical
updates for managers and partners of national firms of
accountants and qualified accountants of private and listed companies. Peter
specialises in financial reporting, auditing and practice regulation. Peter also
regularly carries out compliance reviews for firms of accountants which provides
him with an invaluable insight into the practical financial reporting and auditing
issues that they face.
David Walker
Dave is the Head of Monitoring, Assessment and Development
at the Charity Commission. He is responsible for the effective
development of Investigations related strategy, policy and
procedures, and leads other work on key strategic risk areas
from a policy development perspective, including safeguarding vulnerable groups
from abuse, fraud and financial crime and abuse, and counter-terrorism and
counter-extremism issues in relation to the charity sector. This includes carrying
out strategic liaison work with other regulators, law enforcement and other
government agencies. Dave leads an Outreach team, a Development team, and
also leads and manages a Pre-Investigation Assessment and Monitoring team
which assesses referrals for new investigations and carries out investigative
monitoring casework.
Tel: 01509 674 000
www.hilton.com
4 March 2015
9.30am - 4.45pm
Chancery Lane
Underground
Station
Chancery
Lane
10 March 2015
9.30am - 4.45pm
De Vere Church
Holborn Bars
Waterhouse
Square
St
M1
HiltonYeEast
Olde
Mitre
Midlands Airport
24
Holbo
London School
of Business
and Finance
rn
A40
Staple Inn
Chambers
The Melton
Buchanan
Mowbray
House
24
53
A5
A40
Holborn
0 lborn
A4
Circ
Vaughn Chown is a Partner at Gabelle LLP. He is a Chartered
Tax Adviser and has 30 years professional experience. He
specialises in VAT. Vaughn spent nine years as a senior officer
with HMRC. He has represented many cases in the VAT Tribunal
including takeaway food, mixed and multiple supplies, VAT liabilities and VAT
bad debt relief. He regularly lectures on all aspects of VAT and writes on the VAT
issues facing OMBs and their advisers.
Tel: 0871 222 4832
www.deverevenues.co.uk/
en/venues/holborn-bars
Ho
Vaughn Chown
Hilton National
J24 M1, Derby Road
Castle Donington
DE74 2YW
(Sat Nav DE74 2SL)
A4
Rosie has held a number of trustee and board positions. She is currently a
trustee of Charity Finance Group; a member of Business in the Community’s
‘CommunityMark’ Independent Approvals Panel and a member of the Charity
Investors Group.
The Midlands
De Vere Holborn Bars
138-142 Holborn
London
EC1N 2NQ
A50
Rosie is an independent advisor to charities and their suppliers.
With extensive experience of regulation, governance and
strategic planning Rosie held the role of Director of Policy
and Effectiveness at the Charity Commission for ten years. In
2014 Rosie acted as Secretary to the Inquiry into charity senior executive pay
set up by NCVO. She is a Fellow of the Institute of Chartered Secretaries and
Administrators; a member of NCVO’s Advisory Council; and was a member of its
Charity Law Review Advisory Group.
London
Leather Ln
Rosie Chapman
Venues & Timings
Brooke St
Tony is an independent consultant, lecturer and writer. He was
previously a tax partner for over 20 years with leading firms of
accountants. Tony advises most types of businesses and the
people that own them on all aspects of direct taxation but he
specialises in advising charities, particularly on matters relating to tax effective
giving and fundraising. He has written and lectured on these subjects and works
closely with the Charity Tax Group on taxation reforms for charities.
us
Tony Austin
Ashby
Road
A6
Cost
£299 (including lunch)
plus VAT per person
25% discount for Members
A 25% discount on the total price will be given to all firms
who pay an annual subscription (based upon the size of their
practice) to belong to a Mercia training group. This does not
include firms who buy season tickets.
For further information please contact Sarah Moore.
CPD members receive one 25% discount voucher per partner
and senior staff member, which may be allocated against
bookings of this course.
£50 for MembershipPLUS
If you are a MembershipPLUS firm the cost of attending this
conference is £50 plus VAT per place.
How to Book
0116 258 1200
[email protected]
Complete the booking form on the back page
and post to:
Mercia Group Ltd
Best House
Grange Business Park
Enderby Road, Whetstone
Leicester LE8 6EP
Complete the booking form on the back page
and fax to 0116 258 1250
www.mercia-group.co.uk/courses/conferences
Booking Form
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4 March 2015
No. of places
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10 March 2015
Full day conference
@ £299 per person
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£
Less 25% discount for Members*
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A total of ______ places @ £50 for
MembershipPLUS
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