We are delighted to announce the return of the 15th annual Charity Finance Summit.
The programme has been developed in response to feedback and insight from sector experts and will deliver the most up-to-date developments in key topic areas of VAT, tax, investment, risk and strategy, alongside networking opportunities.
In 2022, the Charity Finance Summit will take place at 155 Bishopsgate, London. Always a sell-out event, we encourage you to book your place as soon as possible to avoid disappointment, and we look forward to seeing you on the day.Download the brochure and session details
06 October 2022
9.00AM - 9.20AMRegistration
9.20AM - 9.25AMChair's welcome: Tristan Blythe, editor, Charity Finance
9.25AM - 10.10AMEconomic outlook – inflated expectationsWhile the pandemic is hopefully behind us, great economic uncertainty and volatility remains. Over the coming months, charities can expect even greater demand, in an inflationary environment. Our keynote speaker will present her view on the current economic situation and share her vast knowledge and experience to help finance directors assess what they need to be aware of to prevent them reaching bursting point.
Ann Pettifor, political economist and author
10.10AM - 10.15AMStream chair's welcome
Stream A: Ian Allsop, contributing editor, Charity Finance
Stream B: Richard Bray, finance, regulatory & taxes manager, CRUK
Stream C: Tristan Blythe, editor, Charity Finance
Stream D: Rob Preston, editor, Civil Society News
10.15AM - 10.55AM1A. Non-business and its impact on charity VAT
This session will explore the VAT concept of ‘non-business’ and what it means for charities, including; what is non-business? How it has evolved over time? Interaction with grant funding; some specifics where it is an important distinction, and recent experience of dealing with non-business for clients and with HMRC.
Len Dean, VAT Partner, Bishop Fleming
10.15AM - 10.55AM1B. VAT updateThis session will be a review of recent case law and any HMRC changes/announcements affecting the charity sector.
Socrates Socratous, VAT Consultancy Partner, Buzzacott
10.15AM - 10.55AM1C. Demystifying responsible investmentResponsible investment, and thinking about ESG issues as an investor and shareholder, is becoming more popular with every passing month. People are waking up to the possibilities it presents to reduce risks and identify opportunities. Through responsible investment, investors can also play their part in making the world a better place. But this is a field rife with confusing thinking and jargon. This session will explore why responsible investment matters, explain the different types, and assess how to work out which one might be right for your charity.
Elliot Bancroft, investment director, and Gareth Pearl, investment director, Rathbones
10.15AM - 10.55AM1D. Legal update
Session description to be announced
Shivaji Shiva, partner, VWV
10.55AM - 11.25AMNetworking & refreshment break
11.25AM - 12.10PM2A. Fundamentals of partial exemptionA summary of the rules of partial exemption for charities, covering the basic rules that charities need to know including key definitions, direct attribution, standard and special methods, de minimis limits, and Annual and Capital Goods Scheme adjustments. The session will also cover what happens now for any charities that were able to obtain temporary alterations to their partial exemption methods (including combined methods) as a result of the special measures introduced by HMRC for Covid-19.
Kamlesh Chauhan, VAT Director, haysmacintyre
11.25AM - 12.10PM2B. Key employment tax issues for charitiesAn update on current issues, including flexible working, working overseas and off payroll working.
George Milmine, employment tax director, Saffery Champness
11.25AM - 12.10PM2C. Welcome to the jungle: surviving and thriving in the multi-asset landscape
Macro investing is a dense and complex place, where tangled narratives can obscure the right path. Join Justin as he navigates three key questions facing charity investors: How’s the weather looking for intrepid investors as they battle through inflation and growth risks? What are the laws of the jungle that investors can use to cut their way through the current uncertainty and threats that lurk in the undergrowth? Where might the opportunities be to separate you from the troupe of other investors?
Justin Onuekwusi, senior multi-asset fund manager, LGIM
11.25AM - 12.10PM2D. Financial controls: is your charity protected?
Effective internal financial controls are essential for charities when meeting their legal duties of safeguarding assets and managing resources effectively. But what does this mean in practice? This session will explore how technology can assist in retaining control of processes and ensuring maximum protection.
Veronika Zalivska, senior solutions consultant, Xledger and Amanda Smith, director, Evelyn Partners
12.10PM - 12.50PM3A. Tax treatment of membership benefitsA look at the VAT treatment of the various benefits provided by charities to the members, including the implications of the introduction of the zero-rate of VAT for electronic publications. This session will link this to the Gift Aid treatment of membership benefits, exploring the areas which need special attention in order to achieve the best result for both VAT and Gift Aid.
Wendy Andrews, VAT director and Mark McGarry, tax partner, Saffery Champness
12.10PM - 12.50PM3B. Property VAT and tax issuesCharities, like other organisations, may now be finding themselves with more building and property space than they need. With the financial challenges being more of an issue than ever, charities may be looking at opportunities to generate income, or cut costs, in respect of property. This session will consider the optimum approach for VAT and tax purposes around a charity utlising its excess property. For example: sub letting property space; disposing entirely of property interests; entering into joint arrangements with other charities or third party businesses for sharing or exploiting unwanted or excess property assets, etc. The session will be practical and use examples to illustrate the VAT and tax issues.
Debbie Jennings, VAT director, and Andrew Constable, tax partner, Moore Kingston Smith
12.10PM - 12.50PM3C. Geopolitics and inflation – preparing for a new investment regime
For the past 40 years or so geopolitics and inflation have been, by and large, in harmony with one another, producing a fertile environment for charity investors. But what if this changes? Will the future be as positive for charity returns as they have been in the past? Will the old ways of constructing portfolios still have merit in the future? And must we now look through the world in a new lens, that unearths new opportunities and threats? This presentation will make the case that we are entering into a new investment regime and, as a result, a new investment approach is required.
Ajay Johal, investment manager, Ruffer
12.10PM - 12.50PM3D. Navigating successful digital futures through digital maturity
Are you grappling with how to start your digital journey? Frustrated by the lack of pace or concerned that you are signing off an endless budget with no sense of the benefit? This session will showcase how using digital maturity ensures a focus on beneficiaries using your technology — delivering success and value. Using real life examples from charities of all shapes and sizes, Nathan will share practical tips and strategic insight to take back to your board.
Nathan Baranowski, managing director, Digital Wonderlab
12.50PM - 1.50PMLunch, networking and time to visit exhibition
1.50PM - 2.35PM4A. Gift Aid
This session will go through the basics and explain how to make the most out of Gift Aid, the issues and hurdles that can arise, together with recent developments.
Luke Savvas, partner, Buzzacott
1.50PM - 2.35PM4B. HMRC – employer compliance enquiriesWe are starting to see an increase in HMRC activity, in part owing to the fact that following the lifting of Covid-19 restrictions, HMRC officers can once again visit employer premises. However, the government has announced the further investment of £160m to aide HMRC investigation and enquiries to help recover the underpayment of taxes owing to poor compliance but to try and recover excessive support provided through the Covid-19 support schemes. The presentation will help charities better understand the areas HMRC are actively review and the steps which should take, either as part of your internal risk reviews or when the notice of enquiry is received.
Nick Bustin, director of employment tax, haysmacintyre
1.50PM - 2.35PM4C. Pricing ESG-risk: How it works in practicePoor environmental, social, and governance (ESG) behaviours can destroy value. Like financial risk, ESG risk needs to be priced to sift through potential investments. ESG risks can include a number of factors including climate change, environmental management practices, employee welfare, respect for human rights, and compliance with relevant laws and regulations. But what is material and what is not? Taking such issues into account is complex. Join us for a discussion on how this process works in practice.
Tom Holbrook, investment director, Charities Team, Investec
1.50PM - 2.35PM4D. Brave new world: financial resilience in challenging times
This presentation will explore the ‘new normal’ and draw on CAF’s expertise, research, and work supporting charities and social enterprises across the UK.
Alison Taylor, CEO of CAF Bank and charity services, Charities Aid Foundation
2.35PM - 3.15PM5A. Top tips for VAT-efficient fundraisingA practical VAT guide and “top tips” for making the most of fundraising opportunities now that we are coming out of the pandemic. This session will set out VAT efficient ways for approaching “in person” events and face-to-face participation arrangements; how to fully exploit commercial opportunities and highlight the ways in which charities can work with businesses in the most VAT and tax effective way for both sides; explain the rules around procuring charity advertising VAT free as far as possible, and how to use social media advertising in the most VAT efficient ways. It will also go through a few examples to highlight the key points and takeaways.
Debbie Jennings, VAT director, Moore Kingston Smith
2.35PM - 3.15PM5B. New income generation: tax Issues for charities and their subsidiariesAs we emerge from the pandemic many charities will be looking to diversify their income streams. In this session we will consider the tax issues that arise including: Identifying non-primary purpose trading; use of trading subsidiaries; funding and gift aid issues for loss-making subsidiaries; and VAT impact of new income streams.
Jon Sparkes, tax director and Alan Collins, VAT manager, Bishop Fleming
2.35PM - 3.15PM5C. Investing for the green revolutionThe green revolution represents a meteoric change in the way we live, consume, and the way in which companies operate. This global change has created new avenues for revenue and growth and an unprecedented investment opportunity. But how do charities position their investment portfolios to take advantage of this while managing their current requirements, particularly in times of uncertainty?
Charlie Thomas, CIO, EdenTree
2.35PM - 3.15PM5D. Mitigate risk and improve strategic decision-makingThis session will help you understand how an end-to-end CRM/ERP solution using Microsoft Dynamics 365 CRM and Business Central, along with the Power Platform, can be used to meet individual requirements within the different functions of an organisation, as well as be streamlined to make processes more efficient whilst providing full access to data analytics from any device at any time.
Daniel Booth, lead pre-sales engagement consultant, m-hance
3.15PM - 3.35PMNetworking & refreshment break
3.35PM - 4.25PM6A. HMRC panel
Representatives from HMRC will present short updates and then answer your questions on a range of taxation topics including VAT, employee tax and Gift Aid
Andrew Edwards, deputy director, individuals policy directorate, Ben Williams, income tax senior policy advisor, income tax
policy team, David Smith, senior policy advisor, VAT principles policy team and Tony Johnson, lead technical adviser, charity
3.35PM - 4.25PM6C. The next decadeThe 2020s have gotten off to a choppy start a global pandemic and a major war between Russia and Ukraine have caused significant disruption in the global economy and financial markets. Looking forward, it seems that we are now embarking on a period of increased uncertainty compared to the relatively benign period following the fall of the Berlin Wall. Policymakers and investors face a series of challenges that will need tackled, including energy security, ageing populations, a reconfiguration of global trade and commerce, and greater geopolitical risk. It promises to be a difficult market environment. This presentation, will attempt to shed some light on these themes, and provide some guiding principles for how investors might navigate them.
Rob Clarry, investment strategist, Smith & Williamson
3.35PM - 4.25PM6D. The future NFP finance teamHow do you link your team’s purpose to strategy and compliance? This session will explain how to design and implement your digital plan, while creating an environment that supports clarity, focus and flexibility.
Darren Cran, chief operating officer, Accounts IQ
4.25PM - 4.55PMClosing keynote: the importance of inclusion in the charity finance team
This session will explore the benefits of charities becoming more inclusive organisations, and the particular role and relevance of inclusion within the finance function, including building stronger and more resilient teams, and driving innovation. It will also address the risks if teams are not inclusive, which include groupthink and limited perspectives, loss of credibility and reputation, and a failure to secure and retain the best talent.
Sarah Atkinson, CEO, Social Mobility Foundation
4.55PM - 5.00PMChair's closing remarks
5.00PM - 6.00PMNetworking reception
Testimonials from our 2021 delegates...
For a charity finance person- regardless of level- this is a ‘must attend’ event
Judi Wright, Institute of Business Ethics
Very useful day and gave me some thoughts to take away to ensure we get it right at our charity
Andy Neeve, ADD International
A really good event with lots of technical content
Sharon Martin, Born Free Foundation
It was really good to attend a finance event aimed specifically at the charity sector, as all the other attendees were from the same sector, leading to interesting conversations and meaningful networking. It was a great opportunity to hear talks on current charity financial issues and speak to providers to the charity sector who were exhibiting there
Gina Tucker, Action4Youth
Very well organised event with relevant topics presented by engaging and knowledgeable individuals
Duncan Gill, Association for Project Management
As always there were interesting ideas and new ways of looking at issues
Tony Stevenson, Whitechapel Gallery
Fantastic event, very informative and excellent planning
Ngozi Omisakin, Jubilee Church
Fantastic event, with great insightful expert speaker. Very well organised
Clare Chrisp, P3
Very informative sessions. Presenters also very helpful in answering queries
Kay Volk, Thurrock, Community Leisure Limited
Exceptional conference, with great content and plenty of opportunities to network.
Jeremy Godfrey, Milton Keynes Parks Trust Ltd
It was good to be able to attend in person. The event went well and found the sessions worthwhile
Russell Malcolm, The Salvation Army
It was a great day and it was lovely to be able to attend in person again
Ingela Ekstrom, Support Through Court
Great ways to save!
- Be a Charity Finance subscriber: subscribers save an extra £50 off the charity early-bird rate. Subscribe today.
- Small charities: Charities with an annual income of less than £250,000 can save up to £100.00 off the ticket price
- Be an early bird! Book your place by 10 September to save £50.00 off the ticket price.
- Attend with your team! Ensure your whole team benefits from a great day's learning. With the Charity Team Ticket you can send up to four people for less than £170 each, saving your charity 40% on the booking fee.
(booking made by 9 September)
|Booking after 9
|1. Charity Finance subscriber rate
|2. Charity rate
|3. Team ticket (4 places) *
|4. Small charity rate (income under <250k)
All prices exclude VAT.
*Limited quantity available due to restrictions in numbers at the event. Places available on first come serve, first serve.
- Registrations will not be fully confirmed until correct payment is received. If you have any issues with payment, please contact [email protected]
- Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organisers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such Civil Society Media Ltd reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.
- Event attendance
- Delegates are required to observe and comply with all laws, regulations, rules and requirements relating to COVID-19 and which Civil Society Media has adopted as part of its operations. Civil Society Media will communicate the COVID-19 Measures to you from time to time including and without limitation via pre-Event emails, its social channels and the event website
- Civil Society Media reserves the right to alter or remove its COVID-19 Measures at any time in response to the latest guidance or legislation from the UK Government or as otherwise deemed necessary by Civil Society Media in its discretion.
- Civil Society Media reserves the right to eject you or refuse you entry from the event if, in our reasonable opinion, you are refusing to comply with any COVID-19 Measures without reasonable grounds.
- Cancellation or reimbursement
- On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Refunds on cancellations will only be issued (less a 15% administration charge) up to and including 30 days prior to the event. Refunds will not be issued after this date. Confirmation of cancellations MUST be in writing and sent to [email protected]
- Individual registrants who registered as part of a discounted group registration are not eligible for refunds, unless the entire group cancels. Registrations may be transferred to another person from the same organisation at any time.
- Postponement or Cancellation of the Event by the Organiser
- Should we have to cancel or postpone due to COVID-19 we will endeavour to give you as much notice as is reasonably possible.
- In the event that we have to postpone the Charity Finance Summit due to COVID-19, we will transfer your ticket to the next alternative date.