Step away from the day to day and keep up to date with the changes in charity finance and law that are affecting your clients. The Chief Executive of the Scottish Charity Regulator will share her future vision for the sector and highlight the latest guidance from the regulator. Our panel of speakers will also share updates on the latest direct tax issues for charities, the essentials of Scottish charity law and case law affecting charities’ VAT affairs.
We will be joined by the new Chief Executive of the Scottish Charity Regulator, Maureen Mallon, who will share her vision for the future as an enabling regulator. She will provide key updates and highlight the latest guidance from the regulator.
Jon will provide an update on the latest Direct Tax issues for charities including:
Despite the fact that the FRS 102 SORP is now well established, there still seems to be an abundance of new rules that affect charity reports and accounts. This session will explain all the recent developments and also clarify existing rules in a number of common problem areas. Feedback from charity regulators on problem areas will partly inform this session.
In this session Alan will cover:
Hear direct from Dyslexia Scotland about what support and assistance they need from you.
This session will review any relevant changes to legislation and case law decisions affecting charities’ VAT affairs over the past few years that are new or may have been forgotten. We will explore the VAT issues around property construction and rental that have arisen in practice in the recent past, and how to minimise any adverse effects of buying a property where the vendor has opted to tax.
The session will also focus on when charities can receive supplies of goods and services free of VAT, or at the reduced rate of 5% and remind delegates when their charities might be considered to be making taxable supplies, possibly requiring registration. VAT issues around fundraising events will also be addressed.
It is three years since the Charity Commission updated the CC32 guidance to examiners but there is still a lot of confusion over how much work is actually required for an Independent Examination. Andrew’s session will briefly review the 13 directions but will focus on practical examples of what examiners should be doing to ensure compliance while remaining efficient.
Andrew joined Mercia in 1999 as part of the Audit and Accounts technical team and lectured on Practical Training Workshops, Paper and Paperless Audit Manual courses and undertook Peer Reviews. He has also been a Training Event Manager.
At the end of 2012 Andrew left Mercia to work In Rwanda for six months, helping to build the capacity of finance teams working in the healthcare sector with the US Charity Partners in Health. On returning to the UK, Andrew held the post of Finance Manager for Compassion UK, a £30m+ income Charity.
Andrew returned to Mercia in Autumn 2014 as part of the Audit and Accounts technical team.
Andrew retains lots of contacts in the charity sector and is a regular volunteer at events such as London Olympics 2012 and Glasgow 2014 Commonwealth Games as well as being a keen Leicester Tigers supporter.
Malcolm was previously Director of Finance and Taxation Programmes at BPP Professional Education and has delivered IFRS, US GAAP, UK Tax and VAT training to a multitude of organisations world-wide since 1992. \He has particular experience in delivering bespoke training programmes to multi-nationals in the financial services, transport and energy sectors as well as delivering UK tax and VAT update programmes to accounting and law firms.He is passionate about training and his enthusiasm ensures that the participants enjoy the learning experience whilst gaining knowledge through their engagement in the sessions and through encouraging them to ask questions and discuss practical issues they may have.
Peter qualified as a chartered accountant with KPMG. He worked for The Financial Training Company for 6 years, the last three as a senior manager in the London office, responsible for developing courses for corporate clients. Peter presents courses to accountancy firms, companies and financial institutions. Peter's areas of technical expertise are financial reporting, auditing and practice regulation. He also writes and delivers financial analysis and personal development programmes for a range of blue chip and private companies.
Jon is a Chartered Accountant and Chartered Tax Adviser with more than 20 years experience. He spent 9 years with a ‘Big 4’ firm during which he was part of their Charities Network advising a range of national and international charities and not for-profit organisations including higher and further education institutions, private schools, charitable training providers and other charities.
He is now Bishop Fleming’s charity tax specialist working with their academy clients on tax issues such as non-primary purpose trading, setting up trading subsidiaries and Gift Aid.
Maureen joined Scottish Government as an HMI in 2005 following a career in the third sector. She was Head of Development and Deputy CEO at YouthLink Scotland for ten years and her work before this focussed on social enterprise and adult learning. Most recently she was Assistant Director for Education Scotland and she is currently the Chief Executive of the Scottish Charity Regulator (OSCR).
Alan Eccles is a partner with law firm Brodies – the largest legal resource in Scotland. Alan specialises in charities, third and impact sectors work as well as helping individuals and families with succession planning. Independent directory, Chambers HNW says that “He gets his points across with humour and authority.” A member of the Law Society of Scotland’s charity law sub-committee, Alan has also lectured in charities and trusts at the University of Strathclyde for many years. As well as advising and teaching on charities matters, Alan has also enjoyed being a trustee of charities including the Scottish Children’s Lottery, Cryptic and the Scottish Universities Law Institute.
Cathy Magee is Chief Executive of Dyslexia Scotland, the national voluntary organisation which aims to enable people with dyslexia, regardless of age and abilities, to reach their potential in education, employment and life. Cathy has been in post since October 2007.
Her background prior to this includes 4 years on secondment to the then Scottish Executive Health Department, managing the National Health Demonstration Projects programme; over 20 years voluntary sector experience working at local, national and international levels (including Save the Children, Wester Hailes Adventure Group, Voluntary Service Overseas in Nepal, Volunteer Development Scotland and the Stirling Health and Well-being Alliance); as well as teaching English as a Foreign Language for 2 years in France. Her roles have included managing volunteers, staff, community development projects and after school clubs involved in addressing inequalities, improving health and well being and informal adult education and basic literacy, as well as national policy development, implementation and dissemination.
Her interest in dyslexia first began while working at Save the Children with children with learning difficulties in an after school club in Muirhouse, Edinburgh.
Prices for this conference are:
8 credits / from £264 + vat
£299 + vat
To book a place please email email@example.com