This event has been recorded and is now available on demand. Please register below to receive the recording links.
We are delighted to host our annual update on charity governance and law for those working in or for the non-profit sector and charity trustees. This is a half-day virtual event which focuses on recent developments in charity governance and the most relevant topics for charities arising from the pandemic.
Respected speakers from the sector will provide guidance on on legal aspects of workforce challenges arising from the pandemic, legal considerations when entering collaborations and mergers and advise on how to safeguard against fraud and cybercrime. You will learn about the board’s oversight role in relation to finances, upcoming changes to the Charity Governance Code, and the role of audit and finance committees in financial governance.
Please view the programme tab above.
All sessions will be recorded and made available to delegates on demand.
This event will be chaired by Jill Halford, Head of Charities at BDO.
Daniel Chan -Senior Manager, PwC and Chair of Finance Committee, UK YouthDaniel is a Senior Manager at PwC and a member of PwC’s Charities Management Board, the national leadership team for its services to charities. He is a Chartered Accountant and holds the ICAEW Diploma in Charity Accounting. Daniel is a member of the ICAEW Charity Committee and the Charities SORP Committee. He is also a Trustee, Honorary Treasurer and Chair of the Finance Committee of UK Youth, a national youth charity.
Rosie Chapman - Chair of the Charity Governance Code Steering GroupRosie is the independent chair of the Charity Governance Code steering group, overseeing the code of governance standards for charities. Since 2018 she has acted as ‘Protector’ of the Big Local Trust, administered by Local Trust, having been appointed by the National Lottery Community Fund. Rosie was formerly Policy Director at the Charity Commission and acted as specialist adviser to the 2017 House of Lords Select Committee on Charities. Rosie is a Fellow of ICSA: The Chartered Governance Institute. She is currently a trustee of Amnesty International Charity Limited; an independent member of the Consumers’ Association (Which) Member Governance Committee, Wikimedia UK‘s Governance Committee and Charity Finance Group‘s Nominations Committee (having been a CFG trustee between 2011 and 2017). Rosie also sits on BITC’s ‘CommunityMark’ Independent Approvals Panel. She is a member of the Charity Law Association and sits on NCVO’s Advisory Council.
Rosamund McCarthy Etherington - Partner at Bates WellsRosamund McCarthy Etherington is a Partner at Bates Wells & Braithwaite London LLP. She advises charities on establishment and group structures, governance, political activities, fundraising, mergers and collaborations. Rosamund has worked in a professional capacity as a member or trustee of a variety of other organisations and councils, including the Advisory Group on Campaigning and the Voluntary Sector, the Small Charities Coalition, Friend Publications and Citizens UK. She is currently Chair of the Bates Wells Foundation and a Director of the Samuel Johnson Prize for Non-Fiction, responsible for the Baillie Gifford Prize for Non Fiction. She is a governance trainer and has advised the Boards of many leading charities on complex governance issues.
Judith Miller - Partner at Sayer VincentJudith became a partner at Sayer Vincent in 2006. Before joining the firm, she trained as a Chartered Accountant with KPMG, working for them in the UK and in Germany. She is a Fellow of the ICAEW and holds a Diploma in Charity Accounting. As well as handling a portfolio of audit clients, Judith leads reviews of governance, organisational and team structures, which includes the efficiency and effectiveness of support functions. She also leads teams performing financial reviews where organisations are seeking assurance, including due diligence and reports to funders with concerns around financial management and governance. Judith is an experienced trainer and facilitator and designs bespoke development days for clients. She is one of the course directors of the annual Inspiring Financial Leadership programme, a collaboration between Charity Finance Group, the Centre for Charity Effectiveness and Sayer Vincent. Judith is one of the authors of the Honorary Treasurers Handbook and Rethinking Risk. She has been a trustee for many years have sat on various charity boards. She currently sits on the board of a sector infrastructure body.
Brendan Weekes - Director of the Fraud Advisory PanelBrendan is a trustee and director of the Fraud Advisory Panel – the voice of the counter-fraud profession, committed to tackling fraud and financial crime. The Fraud Advisory Panel aims to strengthen fraud resilience by championing best practice in fraud prevention, detection, reporting, investigation and prosecution. It was founded over 20 years ago by ICAEW which continues to support its work. Over the past five years the Panel has been instrumental in shaping the charity sectors response to fraud and is responsible for developing and leading the award-winning international charity fraud awareness week with colleagues from the Charity Commission. Brendan is also senior manager at Smith & Williamson LLP and a qualified accountant specialising in fraud and financial crime including dispute resolution, asset tracing and criminal defence, with a keen interest in the technology and charity sectors.
Alice Cave - Senior Associate at Farrer & CoAlice advises clients on a wide range of employment matters, both contentious and non-contentious. She has experience of conducting employment tribunal litigation (including a number of high-value claims) from the initial presentation of a claim through to a hearing or settlement. Alice also assists clients embarking on longer-term projects such as redundancy or restructuring exercises, and regularly advises employers and employees on employment contracts, settlement agreements, policies a nd procedures and other employment-related documents.
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N.B Programme is subject to change
Jill Halford, Head of Charities, BDO
Keeping charities safe from fraud during uncertain times
All charities, NGOs and not-for-profits are susceptible to fraud and can be targeted at any time. Those providing services and supporting local communities may be especially vulnerable to fraudsters attempting to exploit current national and global crises to carry out fraud and cybercrime. This means that now – more than ever– charities need to be fraud aware and take steps to protect their money, people and assets from harm. This session will explore how recent changes to working practices may make charities vulnerable to fraud and take a brief look into the future to highlight some potential new risks. This will include highlighting some basic internal fraud controls for smaller charities.
Brendan Weekes, Director, Fraud Advisory Panel
Responding to workforce challenges arising from the pandemic
Alice Cave, Senior Associate, Farrer & Co
Charity Governance Code refresh – consultation findings and next steps
The Charity Governance Code was created ‘by the sector, for the sector’ to highlight good practice and lead on governance thinking. To ensure it remains relevant, a limited consultation exercise was run by the Code’s Steering Group from November 2019 to February 2020.
This session will highlight the changes being made to the Code following this consultation, especially to the principles of integrity and diversity, and will provide an opportunity to ask questions about future plans and developments for the Code
Rosie Chapman, Chair, Charity Governance Code Steering Group
Governance of the finances – the board’s role
Trustees typically join the board because they are passionate about the cause, not because of a great desire to read a balance sheet! But this is a vital area of board responsibility, especially now. This session will look at the key components of the governance piece when it comes to finance. It will also share some practical tips to help support non-finance trustees - trying to take the fear factor out of finance
Judith Miller, Partner, Sayer Vincent
A brief guide to mergers and collaborations
Charities are facing an uncertain future with multiple challenges. Many are looking at different ways of working including restructuring, collaborating and merging. This session will cover different options regarding charity collaborations, the basics of mergers and any due diligence showstoppers to look out for. The session will also touch on the role of restricted funds and intellectual property in collaborations and mergers, as well as exit strategies. Finally, the session will consider what decisions require member and/or board approval.
Rosamund McCarthy Etherington, Partner, Bates Wells
Finance and Audit Committees - bringing financial governance to life
Finance and Audit Committees play an important role, particularly in the audit, risk and governance of a charity’s finances and control environment. This session will look at key considerations and practical guidance for Trustees, Finance Directors and finance teams - bringing financial governance to life for different stakeholders. The impact of COVID-19 on the work of Finance and Audit Committees will also be explored.
Daniel Chan, Senior Manager, PwC and Chair of Finance Committee, UK Youth and Rachel Paddon, Senior Manager, PwC
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