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We welcome applications from accountants with a major interest in the voluntary sector who work in small practices.

Annual Training Event March 02, 2016

Wesley Euston Conference Venue, London

Introduction to NEST and Auto-enrolment

Lorna McCartney has over 25 years’ experience in the corporate pensions market having worked for several of the top pension providers. Lorna’s skills cross the whole spectrum of DC and DB pensions from technical roles to administration management. Lorna’s role with NEST sees her working with intermediaries to explore the new business opportunities of automatic enrolment and services, including NEST’s delegated access facility, NEST Connect.

Update on legal issues affecting not-for-profit organisations

Clare Lawrence is a senior solicitor in the Charities and Social Economy team at Wrigleys Solicitors LLP.  She advises on a wide range of charity law matters, including the establishment of charities, trustees' duties and governance, charity mergers, trading, fundraising and commercial participation and the charity law requirements of charity land transactions.  She has particular expertise in advising corporate foundations and in advising charities on their interactions with the Charity Commission.

Keynote speech on the charitable sector

Andrew Hind is Chair of the Fundraising Standards Board, professor of charity governance and finance at Cass Business School and a Baring Foundation trustee. Initially trained as a chartered accountant, for 25 years he has been at the centre of civil society development here and overseas. This has included: finance and corporate services director at Barnado’s; deputy chief executive at ActionAid ; co-founder of Charity Finance Directors’ Group (1987) & chair (1992-94); author of The Governance and Management of Charities (1995); first chief executive of the Charity Commission (2004-10); Charity SORP Committee chair (2005-10); directing the Charity Commission’s international programme; trustee for a wide range of charities (e.g. The Diana, Princess of Wales Memorial Fund, VSO, Unicef UK).

Preparing for SORP 2015(s) - theory

James Gare has been working as a Not For Profit accountant since 1999 when he began his training in the sector with Gotham Erskine. He completed his training with Ernst & Young where he was involved in the audit of large charities. Outside of work, James is currently the Treasurer of the Wilderness Foundation UK which runs a number of nature based social inclusion programmes. He joined MHA MacIntyre Hudson in July 2011 following the merger with Gotham Erskine LLP

Preparing for SORP 2015(s) - workshop session

Shoaib Arshad qualified in 2003 and started teaching at London School of Accountancy and Management. He joined the not-for-profit team at MHA MacIntyre Hudson in 2007 where he gained extensive knowledge of the Charities SORP and practical accounting issues faced by not-for-profit organisations. He developed detailed insight into established audit and financial management procedures. Shoaib moved to Knox Cropper in June 2015 and manages a portfolio of charities and other not-for-profit clients.

Price & Booking Information

CPF Members £89 per delegate

Others £120 per delegate