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Annual Training Event March 04, 2015

Manchester Conference Centre, Manchester

Update on legal issues affecting not-for-profit organisations

Malcolm Lynch is a partner at Wrigleys and head of the Charity and Social Economy Team.  Malcolm advises a wide range of local, national and international charities on charity law and relations with the Charity Commission, charity trading, fundraising, legal structures, social investment, social enterprise, mergers and governance.  He is recognised by the National Legal Directories, Legal 500 and Chambers & Partners, as an expert in Charity Law.  He is the Chairman of Ecology Building Society and a trustee of Leeds Youth Opera.

He is joined by a colleague, Clare Lawrence, who is a senior solicitor advising on a wide range of charity law matters.

The view from HMRC on charity tax matters

Andrew Kayley is from HMRC Charities based in Bootle on Merseyside. Andrew has worked with charities and churches since 1999, he has managed HMRC’s Gift Aid audit team, the charity repayment team and the charity helpline. Andrew was part of the project teams that led to the introduction of the online claim service for charities and the small donations scheme in April 2013. More recently Andrew has managed the transformation of HMRC's website guidance to www.GOV.uk In his spare time Andrew is a Scout leader and lifelong Evertonian.

He is joined by a colleague, Jan Stephens, who will speak on VAT issues.

Keynote speech on the charitable sector and challenges ahead

Paula Sussex joined the Charity Commission as Chief Executive in June 2014. Paula’s previous role was Senior Vice President, Public Sector for CGI, where she led a business delivering solutions and services to the public sector and was a member of the main board of CGI UK. She has previously held similar strategy and leadership roles at Atos Consulting and KPMG Consulting, working with clients in the public, private and voluntary sectors. Paula is qualified as a barrister and holds a Sloan Masters Degree from London Business School. She has a longstanding association with Crisis, the charity for single homeless people, where she was a trustee for six years.

Financial issues including SORP 2015

Nigel Davies is a qualified accountant and is Joint Chair of the Charity SORP Committee and Head of Accountancy Services at the Charity Commission.  As Joint Chair of the SORP Committee he oversees the development of the SORP and SORP Committee.  He leads for the Commission on accountancy related collaborations with umbrella organisations, professional accountancy institutes and technical panels and working parties.  He regularly speaks at events and conferences on charity accounting issues and publishes articles on charity accountancy matters.

Price & Booking Information

CPF Members £55 per delegate

Others £70 per delegate