Please see the live webinar schedule below:
(If you are unable to join the live webinars, they will be available on-demand 24 hours after the live webinar ends and you will have access to the sessions for 12 months).

Charity Commission
Date: Monday 18 October
Time: 09.30-11.00
Lecturer: Nigel Davis, Charity Commission

Gift Aid, Tax and VAT Update
Date: Tuesday 19 October
Time: 09.30-11.00
Lecturer: Helen Elliot, Sayer Vincent LLP

Reporting Obligations for Charities
Date: Tuesday 19 October
Time: 13.30-14.30
Lecturer: Rui Domingues, Charity Finance Group

Sustainability
Date: Wednesday 20 October
Time: 09.30-10.30
Lecturer: Sharon Machado, ACCA & Nigel Davis, Charity Commission

Employment Law and HR Panel Discussion
Date: Wednesday 20 October
Time: 15.00-16.00
Lecturers: Peter Woodhouse, Head of Business Sector, Stone King LLP. James Barratt, Associate, Employment Team, Stone King LLP. Lisa Saggers, Principal HR Consultant, Employment Team, Stone King LLP

Tax Implications of Fundraising for Charities
Date: Thursday 21 October
Time: 09.30-11.00
Lecturer: Ross Palmer, Senior Tax Manager, Sayer Vincent LLP

Cyber Security for SMP's
Date: Thursday 21 October
Time: 13.30-15.00
Lecturer: Dr Stephen Hill BSc (Hons), CFE, MLPI, CIIP, PhD
Hill Bingham Ltd, Managing Director & Fraud Training Ltd, Director

Digital Transformation for Charities
Date: Friday 22 October
Time: 08.30-10.00
Session leader: Victoria Stokes, Finance and Systems Lead at Donaldson's Trust

SESSION OVERVIEW

SORP and charity regulation update from the Charity Commission- in his session Nigel will consider the initial outcomes from the engagement process for the new SORP, and signpost practitioners to relevant regulatory guidance and updates from the Charity Commission.

KEY FEATURES

• What changes might be coming for the SORP that affects future charity accounts
• Identify when to expect the next SORP to inform accounts preparation
• Note important Commission guidance central to effective trustee financial governance
• Be aware of areas of regulatory activity and so able to assess any lessons for their charity or charity clients

SPEAKER

Nigel Davis, Charity Commission

SESSION OVERVIEW

The session will cover changes, topical issues and recent cases on tax issues affecting charities to give you confidence that you will be able to deal with tax effectively at your charity and/or be aware where further work is required

KEY FEATURES

• Gift Aid concessions on cancelled events, waived refunds and loans
• The latest on Facebook donations and Gift Aid
• Corporation tax issues where you have a loss in your trading subsidiary
• VAT following Brexit – key issues
• Applying for a Partial Exemption Special Method
• Wellcome Trust case outcome
• IR35 changes from last April and whether they affect your charity
• Other topical issues form the last year

SPEAKER

Helen Elliott, Sayer Vincent

Helen Elliott is a Sayer Vincent partner providing Gift Aid, VAT and other tax advice to charities. She leads Gift Aid, VAT, governance, mergers and due diligence reviews, and provides training and facilitation for charities on finance, tax, governance and risk. She is a Fellow of the ICAEW and holds a Diploma in Charity Accounting.

Helen has helped many charities with tax issues including Gift Aid, VAT recovery, property, VAT on membership income, trading and employment issues. She regularly supports clients in dealing with HMRC on these areas.

SESSION OVERVIEW

This session will provide you with an overview of the current reporting regime for charities in the UK, along with an update on current developments in this area.

KEY FEATURES

• External scrutiny
• The current accounting framework
• Basic requirements
• Some specific reporting requirements
• Legal requirements for annual reports
• The future of the SORP

SPEAKER

Rui Domingues, Chairty Finance Group

Rui leads CFG’s finance, people, technology and governance teams. Despite holding two degrees in Civil Engineering, Rui turned to accountancy during the recession in the 1990s and hasn’t looked back!

After a few years training in commerce, he made a decision to pursue a career in the not-for-profit sector and has been there all millennium, in charities, housing associations and adult social care. His career has taken him to organisations such as Samaritans, NCT, Disabilities Trust and the General Chiropractic Council.

Professionally, Rui is an FCCA. He started working for CFG in July 2020 but has been involved as a member of CFG since entering the sector over 20 years ago.

SESSION OVERVIEW

This session will provide you with an overview of what those working for and within charities can do to improve sustainability, including current sustainability reporting for charities and future developments in the SORP.

KEY FEATURES

• What it means to be a sustainable organisation?
• Why is it important? drivers for change
• The role of the accountant including some examples – specifically integrated thinking
• The skills required and what ACCA has to support them

SPEAKER

Sharon Machado, Head of Business Reporting at ACCA and Nigel Davies, Charity Commission

SESSION OVERVIEW

Employment Law and HR Panel Discussion

Peter Woodhouse, Head of Business Sector and Employment Team at Stone King will be chairing a panel discussion on employment law and HR impacting charities and the charity sector.

The session will provide guidance and invite questions and answers, with the opportunity to get advice from Stone King’s specialist employment solicitors and HR consultants.

KEY FEATURES

The panel will discuss:

• Charities Bill – What is changing about ex gratia payments?
• Long COVID – What can employers do to support employees to return to work and what are the risks?
• Fit and proper persons – The legal requirement, the declaration and employment contracts
• Settlement agreements and disposal of property – What are the key considerations?
• Changes to trustees and TUPE transfers – Will a change in trustees amount to a TUPE transfer?
• Employment status, volunteers and voluntary workers – When is an individual an employee, worker, self-employed or volunteer and what are the implications?
• Serious Incidents – Reporting serious incidents to the Charity Commission.

SPEAKERS

Peter Woodhouse, Head of Business Sector, Stone King LLP

James Barratt, Associate, Employment Team, Stone King LLP

Lisa Saggers, Principal HR Consultant, Employment Team, Stone King LLP

KEY FEATURES

• An overview of the key tax implications that relate to fundraising activities including:
  • Gift Aid
  • VAT
  • Trading (corporation tax)
• Gift Aid – a review of the requirements and conditions relating to the scheme.
• Fundraising events – A run through of the tax exemptions for trading and VAT relating to fundraising events
• Reviewing how the tax reliefs implications apply to fundraising activities, including common examples such as:
  • Mass participation events
  • Challenge events
  • Corporate partnerships
  • Membership and Patron’s schemes

SPEAKER

Ross Palmer, Senior Tax Manager, Sayer Vincent LLP

Ross Palmer is a Senior Tax Manager at Sayer Vincent, which works exclusively with charities and social purpose organisations. Ross helps deliver a wide range of tax advice such as VAT recovery, application of VAT exemptions, Gift Aid and trading issues – including being able to advise on the potential interactions between different taxes.

Ross supports a organisations from across the charity sector to help develop their own knowledge and understanding of the issues involved. He also regularly presents at external events as well as delivering bespoke training sessions for organisations.

SESSION OVERVIEW

The business model of today is likely to be far from the business models that will exist five to ten years from now. Taking time to invest in and monitor relevant technological and practical advancements is necessary in the journey of the digital accountant.

Join finance professionals at different stages of their digital transformation journey to define the role of the accountancy profession, examine what skills are required and explore how to influence decision makers.

To join the meeting link for Friday's session, please follow the link below:

ACCA Ignite series

SESSION LEADER

Victoria Stokes, Finance and Systems Lead at Donaldson's Trust

£115 + VAT (£138.00) per person

10 CPD units

1 hour of learning = 1 unit of CPD.

ACCA members can use this learning to meet their CPD requirements provided it is relevant to their career. If the event contributes to general knowledge and skills, it should be recorded as non-verifiable CPD. If the learning can be applied in the workplace, it will contribute to verifiable CPD.

This event is organised by ACCA Professional Courses.

If you have any queries regarding this event please contact us on:

UKCL@accaglobal.com