Webinars and other recordings for Charity Community members.
The information in these webinars reflects the understanding of ICAEW at the time of recording but things may have changed since that time. You should consult the latest guidance alongside a viewing of these on-demand webinars.
View details of future webinars and events.
On-demand community events and past webinars
2024
| Event | Date | Recording |
|---|---|---|
| Charity Commission Roundup 2024 Vital regulatory roundup and SORP update for charity auditors, advisers to charities, accountancy practitioners and trustees. |
4 December 2024 | |
| Charity finance 2030 with Sage Intaact Understand the digital tools available to charity finance leaders to transform their finance operations. |
19 November 2024 |
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| What’s the best legal form for your charity or social business? Join us to hear the advantages and disadvantages of common legal structures, the circumstances in which social businesses may want to consider a change of structure and the common pitfalls to avoid. |
7 November 2024 |
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Small charities – tackling financial governance challenges: Part 1 (1hr 25m) |
22 October 2024 | |
| Small charities – tackling financial governance challenges: Part 2 (1hr 15m) Understanding your charity’s income streams (Jon Williamson) Using a finance system to improve your charity’s financial governance (Heather Dunlop, Marco Saragat) |
22 October 2024 |
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| Small charities – tackling financial governance challenges: Part 3 (1hr 15m) The Independent Examiner is coming! (Susan Robinson) Governance pitfalls - lessons from an Interim Manager (Edwina Turner) Closing Remarks (Nikki Loan) |
22 October 2024 |
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| Can NDAs trump charities' disclosure requirements? Explore what the disclosure requirements are for trustee and staff remuneration. |
26 September 2024 | |
| Embracing AI: insights from the Charity Digital Survey 2024 Explore the findings from the 2024 Charity Digital Skills Report and where you go next with digital. We will also hear from small charity Chayn about their digital journey. |
18 July 2024 | |
| Academies update 2024 Your annual update on the latest developments in the Academies sector. |
11 July 2024 |
Listen again |
| Final steps to the first International Non-Profit Accounting Guidance (INPAG) Learn about the latest developments in the IFR4NPO initiative. The webinar will focus on the third (and final) Exposure Draft (ED3) of International Non-Profit Accounting Guidance (INPAG) and its implications. |
20 June 2024 | |
| Charity Accounting and Governance Refresher – Key Things To Know Refresher on the special characteristics of charity accounting, reporting and scrutiny requirements within the UK charity regulatory framework. |
18 June 2024 | Listen again |
| How to successfully deliver digital finance transformation for your charity with Xledger Explore Comic Relief's finance digitalisation journey with Xledger, uncovering challenges, goals and practical insights. |
30 May 2024 |
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| Leading good board conversations about finance This webinar is for anyone who regularly presents financial items at charity board meetings. It will help you think about how you present financial information and facilitate effective two-way conversations that enable good decisions, including during periods of change where good board conversations become even more important. |
22 May 2024 |
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| Cost recovery – how to maximise both direct and indirect cost recovery Several months ago, the Charity press highlighted that 35% of all funding is not met by local authorities and government sources. Join this webinar to explore how to improve cost recovery and the reasons why charities don’t always maximise this. The conversation starts with how we cost and price our services, and specifically what we ask for. Our speaker, Mark Salway, will help you develop better ways of costing and pricing services, including contracts, and will show you how to build a better model to achieve greater transparency. |
25 April 2024 | |
| Charities, tech and the climate Learn from federated charity, The Wildlife Trusts, about how digital (and analogue) solutions can help combat climate change and maximise impact. The Federation’s Head of Digital Transformation, Alice Kershaw, will explain how The Wildlife Trusts are embracing the culture, structures and technology to support a root and branch digital transformation, and how this applies to climate action. Alice will show how progress towards the Federation’s targets is measured and independently assured to keep The Wildlife Trusts on track to reach its strategic goals. |
27 March 2024 | |
| Big Trustee Breakfast: Welcome Welcome from the event chair, Daniel Chan MBE, and ICAEW’s Deputy President, Malcolm Bacchus and Michael Izza, ICAEW’s (then) Chief Executive. |
13 March 2024 | Listen again |
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Big Trustee Breakfast: Fireside chat about the role of treasurer or ’finance trustee’ in navigating uncertainty Chaired by John Tennent (Corporate Edge). |
13 March 2024 | Listen again |
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Big Trustee Breakfast: Why understanding your charity’s business model is so important for financial sustainability Presented by: Mark Salway, Associate, Moore Kingston Smith Nonprofit Advisory and Fellow, Bayes Business School |
13 March 2024 | |
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Big Trustee Breakfast: Effective charity reporting - being bold and brave in telling your story Presented by Daniel Chan MBE, Director at PwC, Amelia Balls, Manager at PwC, and Emilia Marshall, Head of Financial Planning & Reporting at Save the Children UK. |
13 March 2024 | |
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Big Trustee Breakfast: Beyond Finance – How to be an effective trustee & Closing Remarks Presented by: Nigel Kippax, Partnerships Director, Getting on Board |
13 March 2024 | |
| Finance board packs – how to bring numbers alive using Excel Find out what a financial board pack should include and learn Excel tips that bring the numbers alive. |
27 February 2024 |
Download Naziar Hashemi's slides |
| Banking challenges for charities – presented by Allica Bank Our expert speaker from Allica Bank, Gareth Anderson, draws from 17 years of experience in financial services to uncover the current banking landscape. He looks at specific challenges and what options trustees have when looking to open current accounts. He outlines how Allica Bank can support established charities and the criteria needed to open a business current account with them. |
6 February 2024 | |
| Charity Conference 2024 ICAEW's annual Charity Conference has been designed to prepare you with the knowledge and inspiration to succeed with vital accounting, governance and taxation updates affecting the charity sector and inspiring keynotes, plus give you the opportunity to gain up to 7.5 hours of verifiable CPD. |
18-19 January 2024 |
2023
| Event | Date | Recording |
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| Shorten your charity’s reporting cycle with Sage Intacct Experts from Sage Intacct demonstrate how to streamline and simplify the financial reporting cycle. |
7 December 2023 |
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| Charity fraud – latest research and lessons for trustees Gain the confidence to lead board conversations about how your charity can strengthen its risk management processes. |
1 December 2023 |
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| Lessons from internal audit: how charity trustees can gain assurance This webinar will examine the ‘why’ and ‘how’ of internal audit for charities and advise how to scale down internal audit concepts to smaller charities without resources for an internal audit function. |
14 November 2023 |
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| Fund accounting – pitfalls and new opportunities Avoid common fund accounting mistakes and learn about changes from the Charities Act 2022. |
9 November 2023 |
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| The journey to the first International Non-Profit Accounting Guidance (INPAG) With the development of the new international non-profit accounting guidance (INPAG) now well underway, this webinar will re-cap the work completed so far and update you on its progress and looks at how these developments could affect UK charity accounting in the future. In this update on the IFR4NPO project: find out what you need to know about the second Exposure Draft and how to get involved in the development of INPAG. |
25 October 2023 |
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| Generative AI: A Powerful Tool for Charities. Navigating the opportunities and safeguarding against risk. 2023 has heralded an ‘AI boom’ following advancements in computing and AI technology. ChatGPT has become the fastest growing app in history – brining Generative AI to the handsets and desktop of the general public. This webinar will examine the ‘why’ and ‘what next’ for charities and advise how to take advantage of the benefits of greater AI adoption, whilst safeguarding against key risks. |
18 October 2023 | |
| Communicating your charity’s reserves position and policy Practical tips to meet SORP requirements and report transparently. |
13 October 2023 | Listen again Download slides |
| Internal financial controls – governing your charity well The webinar will highlight the key responsibilities of charity trustees in the design and implementation of internal financial control and highlight recent updates that help charities operating in an increasingly digital world. |
29 September 2023 |
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| Managing your risk as a charity trustee Understanding your responsibilities when it comes to risk management for your charity. |
18 September 2023 |
Listen again |
| Unleashing the power of a multi-dimensional ledger: what this means for charities’ financial management In today's climate, effective financial management requires a holistic approach that encompasses data insights, reporting, security, control vs. costs, and dashboards, helping your charity to achieve greater results. In this webinar Sage Intacct will explain how a multi-dimensional ledger brings all these elements together and share practical tips and key factors that charities need to consider at the planning stage of implementation. |
12 September 2023 |
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| Auditor perspectives: Dispelling common myths about charities ICAEW’s Audit and Assurance Faculty and experienced charity auditors have come together to share their perspectives on common myths about how charities operate. This webinar will demonstrate how charities can use transparent reporting to educate stakeholders in areas where misconceptions are prevalent. |
14 July 2023 |
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| Recruiting young people who will want to stay with your charity In this webinar we will explore what young people are looking for in an employer - how can charities attract and inspire great people to grow with your organisation? |
11 July 2023 | |
| Selecting a finance system to suit your charity’s needs Reclaim your time to focus on the important things with the right finance system. |
18 April 2023 |
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| Forecasting masterclass for charities – navigating going concern reviews in an inflationary environment This masterclass looks at the auditor and preparer perspective of going concern reviews. |
12 April 2023 |
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| Charity Conference 2023 ICAEW's annual Charity Conference has been designed to prepare you with the knowledge and inspiration to succeed with vital accounting, governance and taxation updates affecting the charity sector and inspiring keynotes. |
19-20 January 2023 |
Listen again |
2022
| Event | Date | Recording |
|---|---|---|
| Looking forward by looking back – Changes and challenges in Charity Accounting and Finance Marking the 15th anniversary of the ICAEW Diploma in Charity Accounting (DChA), we hear from a panel of DChA holders who draw on the changes in charity accounting and financial management over the last 15 years to explore current challenges and the opportunities available to the next generation of financial leaders in the charity sector. |
12 December 2022 |
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| Development of the International Non-Profit Accounting Guidance (INPAG) This webinar explains how accounting for Non-profit Organisations (NPOs) is developing internationally and how these developments could affect UK charity accounting in the future. |
22 November 2022 | |
| Trustee recruitment strategies: best practice in finding trustees to help your organisation thrive Top tips on how to improve your charity’s trustee recruitment and induction practices. |
16 November 2022 | |
| Small charities: topical issues 2022 We are delighted to host an event addressing the most relevant accounting, tax and governance issues of the trustees, finance leaders and advisers of smaller charities. |
18 October 2022 |
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| Charity Accounting, Tax and Governance Update 2022 This half-day virtual event focuses on recent developments and the most relevant topics for finance professionals working in or with charities in the current climate. |
13 October 2022 |
Listen again |
| How to establish your charity’s reserves policy in a post-pandemic world Rather than the future for charities seeming more secure as the effects of the Covid pandemic subside, it seems even more uncertain. So how should charities consider the level of reserves that is appropriate? What is too much, too little or just right? |
30 September 2022 |
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| Academies Update 2022 Your annual update on the latest developments in the Academies Sector, chaired by Anjali Kothari, Partner - Head of Education at Moore Kingston Smith. |
6 July 2022 |
Listen again |
| Communicating impact – a step by step guide for reporting on your charity’s Environmental, Social and Governance (ESG) performance In this webinar presenters from RSM will draw on research for their report ‘What does ESG mean for the charities sector?’ to show you how charities can start and improve their ESG reporting. Learn how to use the Trustees’ Annual Report to communicate your charity’s engagement with ESG matters effectively, regardless of your charity’s size. |
13 June 2022 |
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| Generating sustainable investment income in the current investment environment This session will look at some of the risks inherent in conventional portfolios trying to produce a sustainable amount of income in an ever more volatile world. |
10 May 2022 |
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| Practical application of the Charities Act 2022 Find out how the Charities Act 2022 will impact charities and their trustees. The session will also cover what accountants working in practice need to know to advise their charity clients. |
29 April 2022 |
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| Masterclass in Receipts & Payments Charity Accounts for Preparers and Examiners This session will cover suggested best practice disclosures and receipts & payments templates for eligible charities. |
28 March 2022 | |
| What’s on the horizon for charity trustees? Charities Aid Foundation and ICAEW have come together to produce unique insights into the outlook for charity trusteeship. You will be introduced to the research and white paper outlining the key challenges for charity trustees. This will be followed by a panel discussion on three key challenges, including financial resilience, diversity and sustainability in the context of wider concerns such as Covid-19, Brexit implications and the macro-economic environment. |
4 March 2022 |
2021
| Event | Date | Recording |
|---|---|---|
| Charity Commission Roundup 2021 Nigel Davies and Amie Woods from the Charity Commission for England and Wales present their annual regulatory roundup and update you on the Commission’s key findings from regulatory work and research findings and changes to guidance including ongoing developments in the Charities SORP. |
8 December 2021 |
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| Overview of Charity Independent Examination Michael Brougham MCBI FCIE, a member of the Charities' SORP Committee and the SORP Committee's engagement strand for smaller charities and Independent Examiners, will give an overview. |
22 November 2021 |
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| Insights into charity careers and voluntary roles – our panellists share their experiences Our panellists will share their experience of working and volunteering for charities as charity finance professionals, trustees or on overseas finance projects. There will be time for Q&A, so please join us to find out more. |
15 November 2021 |
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| How to ensure your charity board is financially competent This webinar will provide you with a simple framework and practical guidance to ensure your board is well-engaged and universally involved in being financially competent. |
1 November 2021 |
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| Managing the risk of fraud and financial crime – an overview for charities This webinar will highlight some of the main fraud risks to charities in the current environment and how to manage them. |
18 October 2021 |
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| Implementing cloud-based accounting systems in small charities This session takes the fear out of implementing accounting systems in small charities. Our panel suggests a range of suitable systems, helps you plan the implementation process and proves that it can be done with a minimum level of support. |
4 October 2021 |
Listen again Download David Membrey's slides Download Neal Trup's slides Download Tom Asher's slides |
| An update on charity auditing – looking back and looking forward This 60-minute webinar covers the practical lessons of applying revised International Standards of Auditing 540,570, and 700; and the implications of proposed future audit reforms on charity audits. |
20 September 2021 |
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| Financial effectiveness – lessons from best practice Understanding and effectively communicating financial viability and sustainability is a key focus for trustees, management and beneficiaries. |
12 July 2021 |
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| Putting the ‘S’ in ESG for charities Gain greater understanding of importance of the ‘S’ in ESG and how it can form a part of your investment portfolio. |
8 July 2021 |
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| Opportunity for change: post-pandemic positivity Experts at Saffery Champness discuss the opportunity for positive change in charity management since the pandemic and provide charity trustees and senior leadership with successful change management techniques. |
28 June 2021 |
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| Charity structures and restructuring: choosing the best legal form for your charity An in-depth discussion on the advantages and disadvantages of different types of legal structure most used by charities. |
28 May 2021 |
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| Beyond compliance: why your Annual Report matters and how to build it with care Learn about the cross-organisation project management aspect of preparing the Trustees’ Annual Report and how to find the transparency ‘sweet spot.’ |
28 April 2021 |
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| Virtual Charity Conference 2021 - Review of the Charity Governance Code, Sally Knight A practical guide; pre-recorded for the Charity Conference. |
13 January 2021 |
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| An introduction to the Charities SORP and its ongoing development In this 11-minute recording (slides and audio), Nigel Davies, Joint Chair of the SORP Committee, sets out the approach and timeline to developing the next Charities SORP. This presentation was originally recorded for the Charity Conference (21/22 January 2021). |
12 January 2021 |
2020
| Event | Date | Recording |
|---|---|---|
| Charities: Delivering financial sustainability Strategies that should be part of every charity’s financial planning to deliver financial sustainability. |
25 November 2020 | Listen again |
| SORP updates and the ongoing developments of the Charities SORP In this webinar, Nigel Davies sets out the approach and timeline to developing the next SORP and recaps on the resources on the SORP site to assist practitioners including advice on reporting on the impact of the COVID pandemic. Joanna Pittman gives an insight from her participation in the SORP engagement process and offers a practitioner’s perspective on potential changes to the SORP under discussion. She also discusses ICAEW’s resources aimed at assisting practitioners accounting for the ongoing impact of the pandemic. |
18 November 2020 |
Listen again |
| Charity fraud and cybercrime – Identifying risks, challenging perceptions Learn from the Charity Commission’s fraud and cybercrime expert how you can safeguard your charity’s assets against COVID-themed scams and cyber-attacks. See guidance on the Charity Commission website. |
20 October 2020 |
Listen again |
| COVID-19 and recovery from a charity’s perspective In this webinar, Mark Shadrack, Chief Operating Officer for international charity Hope and Homes for Children, shares experiences on the financial management response to COVID-19. He reflects on his journey from a 27-year career at Unilever to the voluntary sector, first as a trustee and now as COO, and talks about the impact of the pandemic on the charity’s liquidity and financial strategy. |
8 October 2020 | Listen again |
| Charity Reserves Find out how to set and communicate a suitable reserves policy for your charity. |
30 September 2020 | Listen again |
| Re-thinking risk – a positive perspective In this session update Sally Knight discusses the impact on risk management strategies and how re-thinking decisions can promote resilience and create opportunities within the sector. |
10 September 2020 | Listen again |
| Charities: The state of the sector This webinar explores the current state of the charity sector, helping you to understand and rise to it's challenges. Hear insights from the New Philanthropy Capital’s State of the Sector 2020 programme and learn about the areas where you can make a difference. |
13 July 2020 | Listen again |
| Top tips for using Excel Join David Lyford-Smith for this webinar exploring some Excel tips and tricks that you can use to improve your efficiency and reduce spreadsheet risk. |
21 May 2020 | Listen again |
| Accounting update for charities during COVID-19 Don Bawtree provides an accounting update and the impact of COVID-19 on the charity sector. |
19 May 2020 | Listen again |
| COVID-19: impact to charities and the government initiatives available to charities The coronavirus pandemic continues to impact the lives of everyone across the country. Many working in the charity sector are expressing great concern about how to respond to the outbreak, including the implications for their organisation and their beneficiaries. Daniel Chan, Senior Manager at PwC, will explore the latest issues surrounding COVID-19 and the charity sector. |
5 May 2020 | |
| How to run successful virtual board meetings – for charities and SMES Practical tips on running successful virtual board meetings, as well as insights into how to manage board dynamics digitally. |
28 April 2020 | Listen again |
| Charity Commission update on the implications of the Coronavirus (COVID-19) In this update, Nigel Davies, Head of accountancy Services, Charity Commission will look at: - The latest Commission guidance to assist trustees - The SORP-making body's guidance on the implications for financial reporting - The UK Charity Regulators' update for auditors and independent examiners - Other resources to help charities including information on government financial assistance. |
24 April 2020 | |
| Charities and Covid-19: Short term financial resilience Jonathan Orchard, Partner at Sayer Vincent outlines several strategies that organisations can implement for short term financial resilience during the coronavirus (COVID-19) pandemic. |
20 April 2020 | Listen again |
2019
| Event | Date | Recording |
|---|---|---|
| Charity Commission – Regulatory Roundup In his review of the year, Nigel Davies, Head of Accountancy Services, Charity Commission for England and Wales will recap on updates to Commission guidance, research findings and case highlights relevant to auditors, independent examiners and practitioners. In particular he will look at the new benchmark for external scrutiny and its place in the Commission’s regulatory approach to charity reports and accounts. He will also provide an overview of the second edition of the charities SORP (FRs 102) and review changes to the process for developing the Charities SORP. |
5 December 2019 | Listen again |
| Charity Commission Guidance on Cyber crime The Charity Commission publication “Preventing Charity Cybercrime 2019” highlights the findings from the largest ever survey on cybercrime against charities. In this webinar hear from the report’s author, Alan Bryce, Head of Development, Counter Fraud & Cybercrime at the Charity Commission, on the main cyber threats and learn more about the steps charities can take to avoid becoming a victim. |
21 November 2019 | |
| Reserves Reporting Charity reserves and financial resilience are a key focus for any board of trustees and indeed for the regulator. Reserves - the funds a charity keeps in reserve - can strengthen a charity’s resilience against, for example, drops in income or the demands of a new project. |
17 September 2019 | Listen again |
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Making Tax Digital for Charities The webinar covers the background to MTD, what the VAT filing requirements will be and what actions charities may have to take and what is meant by the ‘soft landing’ period. It will also include a demonstration of the Buzzacott bridging software showing how a digital submission can be made using the software. |
29 March 2019 |
Other events and webinars
| Event | Date | Recording |
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| Introduction to Tax and VAT for Charities The webinar covers the basics charity finance professionals need to know regarding VAT, corporation tax and gift aid. This includes compliance requirements and common pitfalls. In addition, there is an introduction to creative industry reliefs and business rates. |
11 November 2024 |
Listen again |
| Performing Charity Audits and Independent Examinations Professional body inspectors are often critical of the way that charity audits are planned and performed – and Independent Examination work has also been a key area of focus in recent times. This seminar will navigate through all the practical challenges of performing and documenting these assignments in an effective but efficient way. |
13 May 2024 | Listen again |
| Charity Accounting, Reporting and Governance Autumn Update This webinar provides an essential summary of the main pronouncements in charity accounting, reporting and governance which are relevant for charity auditors and independent examiners, and finance professionals who work in or volunteer for charities. Sally will focus on developments in the 6-9 months prior to the date of the webinar and will also look ahead to what’s on the horizon and relevant for charities’ future reporting periods. |
23 November 2023 | Listen again |
| Charity Accounting, Reporting and Governance Spring Update This webinar provides an essential summary of the main pronouncements in charity accounting, reporting and governance which are relevant for charity auditors and independent examiners, and finance professionals who work in or volunteer for charities. |
9 June 2022 | Listen again |
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