The Charity Accountants' Online Conference - Wednesday 13 - Thursday 14 November

Online booking is now closed for this event. You can still attend by contacting our friendly Customer Services Team by 17:00 tonight (Tuesday 12 November) on 020 4526 5995 or [email protected].

Two-day online charity finance professional conference – Wednesday 13 and Thursday 14 November 2024

The Charity Accountants’ two-day online annual conference is back and we’re looking forward to welcoming you in November.

We’re committed to keeping costs low and have kept prices the same as the 2022 and 2023 events.

Join us as we hear from industry experts and inspiring and motivational speakers on best practices, latest trends and innovative ideas in the charity finance space.

Our varied programme will include a mix of breakout sessions, panel discussions and thought-provoking keynote sessions that will all provide you with valuable insights and increased knowledge so you can continue to contribute to the success of your charity.

The conference brings together charity professionals from various charitable organisations and related fields, with the opportunity to network, build connections, actively engage with experts and peers, exchange ideas, and participate in discussions.

We have split the breakout sessions into four key streams to cater for the varying needs within roles and size of charity or organisation:

• Made simple
• Beyond finance – Strategy 1 and Strategy 2
• Beyond finance – Personal development

Session types

Made simple

The Charity Accountant’s Conference has always attracted finance staff who are new to the charity sector. Our series of made simple sessions give you the basics of what you need to know.

Beyond finance – Strategy 1 and 2

This series of sessions are led by experts in their fields setting out their views and expectations of where we might be going next, looking at new strategic directions and how you can incorporate this into your organisation and reviewing systems and processes.

Beyond finance – Personal development

Our personal development sessions will help to enhance your skills in areas such as teamwork, leadership and communication, providing you with best practice and practical advice that you can implement for you and your organisation straight away.

Who should attend?

Finance professionals, executives, board members, and anyone involved in charity operations can benefit from attending the conference. The knowledge gained can be applied across various roles within your organisation.

What is included in the price?

Attendance to the conference over both days, two keynote sessions, panel discussions, breakout sessions and discussion rooms.

You will also have access to the post-conference hub, which will consist of:

• Recordings of the opening and closing keynote sessions
• All session recordings
• Access to breakout session presentations and handouts
• Certificate of attendance for CPD hours
• Access to discount code for Investing for Charities

Please note: The conference programme is subject to change slightly as speakers are confirmed.

Regular pricing after Monday 16 September (early bird has closed)

Band A: £139

Band B: £139

Band C: £279

At-a-glance agenda – Wednesday 13 November 

09.45 – 10.00: Welcome to the Charity Accountants’ Conference 2024
Speaker: Jonathan Orchard, Partner, Sayer Vincent

10.00 – 11.00:  Opening keynote –

Speaker: David Holdsworth, Chief Executive Officer, Charity Commission and Board member

11.00 – 11.15: Break

11.15 – 13.15:  Breakout sessions. Choose one from:

• Made simple: 11:15: Charity VAT/ 12:15: Gift Aid
  Speaker: Ross Palmer, Senior Tax Manager, Sayer Vincent
• Beyond finance – Strategy stream 1: Where next for risk management?
  Speaker: Jonathan Orchard, Partner, Sayer Vincent
• Beyond finance – Strategy stream 2: Better trustees’ reports – Speaker: Joanna Pitman, Partner, Sayer Vincent
• Beyond finance – Personal development: Avoiding burnout and improving wellbeing.
  Speaker: George Knight, Training Consultant, DSC

13.15 – 14.15: Lunch

14.15 – 15.15:  Breakout sessions. Choose one from:

• Made simple: Trustee responsibilities – Speaker: Farrah Kitabi, Audit Director, Sayer Vincent
• Beyond finance – Strategy stream 1: Hybrid working – Speakers: Ross Palmer, Senior Tax Manager, Sayer Vincent & Carla Wheelan, Russell Cooke
• Beyond finance – Strategy stream 2: Investing for charities
  Speaker: James Brooke Turner, Investment Director, Nuffield Foundation
  
• Beyond finance – Personal development: Leading your team whilst balancing demands from your boss.
  Speaker: Stuart Cole, Head of Research, DSC

15.15 – 15.30: Break

15.30 – 16.00:  Discussion rooms – Reflection on the day and what to achieve on the next day and after the conference.

16.00: End of day

At-a-glance agenda – Thursday 14 November

09.45 – 10.00:  Welcome to day two

10.00 – 11.00:  Panel discussion: What CEO’s really want from their Finance Director

Speakers: Anna-mai Andrews, CEO, Chance or Childhood; Tom Nutt, CEO, Meningitis Now; Rachel Lambert-Forsyth , CEO, British Pharmacological Society; Othman Moqbel, CEO, Action for Humanity.

11.00 – 11.15: Break

11.15 – 13.15:  Breakout sessions. Choose one from:

• Made simple:  11.15: Introduction to SORP/ 12:15: Managing restricted funds Speaker: Ellie Lockley, Audit Manager, Sayer Vincent
• Beyond finance – Strategy stream 1:  Good governance
  Speaker, Judith Miller, Partner, Sayer Vincent
• Beyond finance – Strategy stream 2: Impact reporting
  Speaker: Jonathan Orchard, Partner, Sayer Vincent
• Beyond finance – Personal development:  Communication, negotiation and influence – Getting buy-in from others
  Speaker: Cathy Shimmin, Senior Training Consultant, DSC

13.15. – 14.00: Lunch

14.00 – 15.00: Breakout sessions. Choose one from:

• Made simple:  Introduction to charity law   
  Speaker: Gareth Roy, Senior Associate, Russell Cooke
• Beyond finance – Strategy stream 1: Accounting systems
  Speaker: Libby Hare, Partner, Adapta Consulting
• Beyond finance – Strategy stream 2:Charity Property ‘24: Big trends. Big issues. What you need to know – Speaker: Antonia Swinson, Ethical Property Foundation
• Beyond finance – Personal development:  Where does the TIME go?
  Speaker: Eileen Browne, Training Consultant, DSC

15.00 – 15.15: Break

15.15 – 15.30:  Discussion rooms – Reflection on learnings and actions moving forward.

15.30 – 16.00:  Closing keynote: Leading and adapting through change
Speaker: Debra Allcock Tyler, CEO, DSC

*All breakouts are recorded, but you won’t be requested to make session selections on the booking form as you can simply choose on the day of the event.

Full session details

Some session descriptions and speaker details are tbc. Use the navigation tools in the menu below, best viewed fullscreen.

Speakers

Check out speaker biographies here.

Event partner

Our long-time friends and event partners, Sayer Vincent, are an audit and advisory firm working exclusively with charities and social purpose organisations. Find out more about them here now.

Booking

Please ensure you tick both days below.