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Charity Conference

23 & 24 January 2025, Virtual Event

Join ICAEW's annual Charity Conference to gain essential accounting, governance, and tax insights for the charity sector. Be inspired by keynote speakers and kickstart the year with up to 8 hours of verifiable CPD. Don't miss this chance to attend this two-day event for charity finance leaders, trustees and their advisors.

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Highlights

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Charity Commission address

Reflections from Charity Commission CEO David Holdsworth on his first months in post and the outlook for the charity sector in 2025.

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Charity banking – a brighter future?

Find out about critical discussions between UK banking executives, charity regulators, and sector leaders about how charities’ banking challenges can be addressed.

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Managing risk for success

Risk management usually focuses on things going wrong. How about enhancing your chances of success with risk management tools?

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ECCTA – Impact on charities?

Discover the impact of the Economic Crime and Corporate Transparency Act on charities and learn how to prepare for upcoming changes.

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The future charity accountant

Learn from a panel of expert speakers how digital advances and sustainability will change charity accountants’ roles, requiring new skills and ways of working.

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CPD updates

Thought-provoking keynotes and key updates on charity accounting, taxation and governance from expert speakers that count towards your CPD requirements.

2025 Programme

Please note that the programme is subject to change.

Thursday 23 January

Opening remarks
09:00
Charity Commission’s opening address
Charity Commission Chief Executive David Holdsworth will share his insights on the key challenges and opportunities facing the charity sector and reflect on his first months in post.
09:05
Opening Keynote
09:45
Partner session: Charity banking – a brighter future?
Reflecting on recent research, this session will explore the challenges that charities face accessing banking and financial services and will draw on critical ongoing discussions between UK banking executives, charity regulators, and sector leaders as to how these can be addressed. Alison Taylor will talk through the gaps charities face in existing banking services, the options available to charities to maximise their returns on deposits, savings and investments, and the potential benefits for charities of choosing to bank with a provider whose services are tailored specifically to the needs of charities. Join us for insights into how these developments could enhance financial sustainability and operational efficiency for the sector.
10:30
Break
11:00
Accounting update
Hear from Jill Halford, National Head of Not for Profit at BDO and Don Bawtree, Senior Adviser at BDO for their round up of recent charity-related accounting and reporting developments, especially relevant to the current year-end reporting season.
11:10
Partner session: What are the key skills for the charity accountant of the future?
In this panel session, we discuss how the role of the charity accountant is likely to change as digital and AI developments transform finance functions of charities and sustainability reporting grows in importance. Will new skills and traits be required and how can accountants prepare for the changes ahead? Panellists: Grant Gevers, Senior Solution Consultant (Nonprofit) at Sage Intacct, Alan Vallance, CEO at ICAEW, and Kath Qualtrough, Interim Finance Director at CFG.
12:15
Lunch & virtual exhibitions
12:45
Managing risk for success
Mostly people think only about things going wrong when they work on managing risk. But what about using a range of risk management tools to enhance your chances of success? Kate Sayer will introduce some tools to start thinking differently about risk management.
13:25
Partner Session: Introducing the Charity Investment Governance Principles
Join this panel session to explore the newly developed Charity Investment Governance Principles, created by the sector, for the sector. Learn why and how these Principles were shaped, and how they aim to improve governance for all charities—whether managing significant investments or holding modest cash accounts. Our panellists will share practical insights into how these guidelines can strengthen decision-making, risk management, and financial oversight for charities of all sizes while putting the charity’s purposes first. Panellists: Gail Cunningham, the leading consultant on the project to develop the Principles, Marcia Asare, Executive Director at the Walcot Foundation, Paul Laughlin, Treasurer at The Gap Wales CIO, and Luke Fletcher, Partner at Bates Wells.
14:10
Closing remarks
14:55

Friday 24 January

Opening remarks
09:00
Panel session: 'Reframing overheads'
We often hear that donors expect their gifts to go directly to frontline activities. But it’s a myth that charities can operate effectively and maximise their impact without investing in their operations and fundraising. Our panel will discuss the tricky topic of overheads and other indirect costs. How can charities help their funders to assess efficiency and impact without relying on flawed metrics? We will discuss this, the need for fairer funding, and explore how charities can find the right balance between direct and indirect costs. Panellists include: Rhodri Davies (Why Philanthropy Matters), Lisa Allan (Pay What It Takes Charity Consortium, Australia), and Naziar Hashemi (Crowe UK).
09:05
Partner session: The challenge of governance
Drawing on their recent research and discussions with charity trustees, Stephen Dean and Harriet Raine (Grant Thornton UK LLP) will consider key aspects of the governance environment of modern charities. For instance, diversity and recruitment of trustees continue to be particular areas of challenge that require new ways of thinking to ensure that trustee boards demonstrate strong leadership and are equipped to ultimately meet their charitable objectives.
09:55
Break
10:25
Latest developments in Charity VAT and Direct Tax
In this session, Parul Anand, VAT Director, and Helen Berry, Director - Corporate Tax at BDO, willl provide an update on the latest corporation tax, VAT and Gift Aid developments.
10:40
ECCTA – How will it impact your charity? 
The Economic Crime and Corporate Transparency Act (ECCTA) has introduced wide-ranging reforms to tackle economic and financial crime and improve transparency over UK companies. In this session, Jonathan Brinsden, Partner at BDB Pitmans, will explain how these reforms may impact charities and how to prepare for the changes ahead.
11:35
Closing keynote: From Accounts-ability to accountability - how to unleash the true power of civic action
In this session, Dr Danny Sriskandarajah (CEO of the New Economics Foundation) will draw out the themes from his new book, Power to the People (Headline Press, 2024), and argue why civil society holds the key to delivering a more just and sustainable future - but only if we change some of the ways that charities work.
12:10
Closing remarks
12:55

Our speakers

Speaker: David Holdsworth
David Holdsworth Chief Executive Officer, Charity Commission for England and Wales

David Holdsworth was appointed as Chief Executive of the Charity Commission on 7 February 2024. His prior roles include Chief Executive Officer of the Animal and Plant Health Agency, Deputy CEO of the UK Intellectual Property Office, and Deputy CEO and Registrar of Charities for England and Wales at the Charity Commission.

Kate Sayer
Kate Sayer FCA DChA Formerly Director of Integrity & Ethics at Oxfam

Kate has recently retired from her role as the Director of Integrity & Ethics at Oxfam. Before that, Kate was a partner in Sayer Vincent, a professional firm focussing solely on social purpose organisations. Kate has 40 years’ experience of trying to work out what it means to be ethical.

Alan Vallance
Alan Vallance CEO, ICAEW

Alan was previously CEO of the Chartered Insurance Institute, leading the premier professional body for insurance and financial planning. A chartered accountant with Ernst & Whinney, Alan is a Fellow of ICAEW, Chartered Accountants Australia and New Zealand, the Australian Institute of Company Directors, and an Honorary Fellow of the Korean Institute of Architects.

Alison Taylor
Alison Taylor CEO, CAF Bank and CAF Financial Solutions Limited

Alison joined CAF Bank as Chief Executive Officer in December 2019, and in 2021 took on the additional role of Chief Executive CAF Financial Solutions Limited. She is principally responsible for driving the Bank’s strategy and transformation of the products and services we deliver to UK charities.

Speaker: Dhananjayan Sriskandarajah
Dr Dhananjayan Sriskandarajah Chief Executive, New Economics Foundation

Dr Dhananjayan Sriskandarajah is Chief Executive of the New Economics Foundation and author of ‘Power to the People: Use your voice, change the world’. Danny's previous roles include CEO of Oxfam GB, Secretary General of CIVICUS, Director of the Royal Commonwealth Society and Interim Director of the Commonwealth Foundation.

Jill Halford
Jill Halford National Head of Not for Profit, BDO UK LLP

Jill has over 25 years’ experience working in the Not for Profit sector. She specialises in audit and advisory work (particularly governance reviews). She is an experienced tutor and runs training courses for charity finance professionals including Civil Society and CFG.

speaker: Rhodri Davies
Rhodri Davies Founder and Director, Why Philanthropy Matters

Rhodri Davies is a well-known expert and commentator on philanthropy and civil society issues. He is the Founder and Director of the think tank Why Philanthropy Matters, host of the Philanthropisms podcast, Pears Research Fellow in the Centre for Philanthropy at the University of Kent, and Philanthropy Expert in Residence at the Pears Foundation.

Naziar Hashemi
Naziar Hashemi Partner & National Head of Social Purpose & Non Profit Organisations, Crowe UK

Naziar joined Crowe in 2008 from a Big Four Firm as a specialist non profits partner. In addition to providing assurance services, she provides advisory services to a range of charities and carries out training for charities and lectures and writes on a range of topics relevant to trustees and management.

Speaker: Jonathan Brinsden
Jonathan Brinsden Partner, BDB Pitmans

Jonathan advises on a wide variety of commercial, constitutional and regulatory issues affecting charities and purpose driven organisations and is the first point of contact for many charity chief executives. He is individually ranked in Chambers and Partners UK and the Legal 500 (‘Hall of Fame’).

Speaker: Gail Cunningham
Gail Cunningham Consultant

Gail Cunningham is an independent consultant, with a focus on charity investment governance, best practice and impact investing. Gail is leading on work to develop Charity Investment Governance Principles, to provide practical support to trustees, staff and committee members to tackle challenges relating to investment governance.

Luke Fletcher
Luke Fletcher Partner, Bates Wells

Luke advises a wide range of charities on charity law and governance matters. Luke has a particular specialism in charity investment and acted in the Butler-Sloss case, which is central to the new CC14.

Speaker: Marcia Asare
Marcia Asare Executive Director, The Walcot Foundation

With 15 years of experience leading grant-giving programmes using a system’s change approach, Marcia drives impact by building shared value partnerships across Foundations, Trusts and Community Organisations. Marcia has managed a range of teams, to develop community investment strategies and campaigns for causes including health, education and empowerment.

Parul Anand
Parul Anand VAT Director, BDO

As a VAT specialist with over 18 years of charity experience, Parul has worked with a wide range of charities across the country. She has a technical specialism in partial exemption and business/non-business issues, and has advised on barter transactions, the scope of the fundraising exemption and litigation on the meaning of consideration.

Speaker: Stephen T Dean
Stephen T Dean Director, Grant Thornton UK LLP

Stephen is an Audit Director, specialising in the Not-for-Profit sector, with experience across the housing, education and charity sectors. Stephen co-leads the firm’s national Not-for-Profit audit practice and he regularly delivers training and speaking slots at sector conferences, webinars and events.

Speaker: Helen Berry
Helen Berry Director – Corporate Tax, BDO

Helen has over 20 years’ experience working with a wide variety of not for profit organisations across the country, specialising in corporation tax, including the creative industry scheme reliefs, and Gift Aid. Helen’s breadth of experience means she is fully aware of the challenges faced within the sector.

Speaker: Harriet Raine
Harriet Raine Not-for-Profit Technical Manager, Grant Thornton UK LLP

Harriet is a Financial Reporting Manager, specialising in the Not-for-Profit sector, with technical experience across the housing, education and charity sectors. Harriet is a treasurer trustee for a domestic abuse charity in Yorkshire, and a committee member for her local branch of the Military Wives’ Choir.

Grant Gevers
Grant Gevers Senior Solutions Consultant, Sage Intacct

Grant started his career in finance technology nearly 20 years ago in sunny South Africa. He currently works as a Senior Solution Consultant for the Sage Intacct team, dedicated to the not-for-profit and healthcare sectors for customers across the UK and Ireland.

Speaker: Lisa Allan
Lisa Allan Chair, Pay What It Takes Charity Consortium (Australia)

Lisa founded and chairs the Pay What It Takes Charity Consortium in Australia. The Consortium was responsible for the Reframe Overheads initiative providing focused strategies to help the nonprofit sector communicate and engage with funders about the importance of funding overhead costs and the role they play in creating long-term social impact.

Speaker: Paul Laughlin
Paul Laughlin Treasurer, The Gap Wales CIO

Paul is a trustee for one of leading refugee charities in South Wales. He has performed this role for 10 years. His background includes 25 years in leadership within Lloyds Banking Group prior to a decade of leading his own business which provided leadership coaching & training services to data & analytics teams.

Speaker: Kath Qualtrough
Kath Qualtrough Interim Finance Director, CFG

Kath is currently leading finance operations at the Charity Finance Group (CFG). She has been involved in the charity sector for nearly 30 years and currently sits on the Board of the Blue Cross and of Hibiscus. She is a fellow of the ICAEW and of the CIPD.

Don Bawtree
Don Bawtree Charity Senior Adviser, BDO UK LLP

Don has specialised in charities for the last thirty years. For much of that time he led the BDO charity team and acted for many of the largest and best known charities in the UK, covering healthcare, international, animal welfare, arts and Christian organisations.

Session chairs

Daniel Chan
Daniel Chan MBE Partner, PwC

Dan is PwC UK’s Charities Leader and Government & Health Industries Audit Leader, based in London and leading audits for large, high profile charities. Dan is the Chair of the ICAEW Charity Committee, a member of the Charities SORP Committee and a member of the CIPFA Charities and Public Benefit Entities Forum.

Speaker: Cara Turtington
Cara Turtington Partner, Saffery

Cara specialises in the not-for-profit sector, working with a diverse range of not-for-profit organisations. She leads many of the firm’s largest and most complex charity audits and provides guidance on governance, controls and reporting. Cara leads the firm’s Not-for-Profit Practice Group and is a member of the ICAEW’s Charity Committee.

Headshot
Kristina Kopic Head of Charity, ICAEW

Kristina is a Chartered Accountant who has worked in and for the Not-for-Profit sector for over 15 years. She trained at charity specialists Sayer Vincent and subsequently worked in senior finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts before joining ICAEW in 2020.

Our partners

Find out more about the ICAEW commercial partners supporting this event:

Sponsor's logo Sponsor: CAF Bank logo Deep Green Bates Wells Logo Grant Thornton logo
Learn more about our partners

Testimonials

Lots of practical insights and inspiration to think about and act upon. Most speakers were exceptionally talented and were able to convey big messages in ways I could get to grips with and move forward on.

Previous attendee ICAEW's Charity Conference 2024

I have learned so much from the event - it was so interesting, and thought provoking. Knowledgeable, experienced and inspiring speakers. Thank you so much for putting this on.

Previous attendee ICAEW's Charity Conference 2024

A must attend event for any charity finance professional, trustees and senior managers. An excellent, practical and helpful two days covering the state of the sector and looking forward.

Previous attendee ICAEW's Charity Conference 2024

An excellent mix of presenters and topics, delivered smoothly in a very accessible way at an outstanding price.

Previous attendee ICAEW's Charity Conference 2024

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by ICAEW or purport to reflect the official policies and views of ICAEW or its members.

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