Charity Autumn Update

Event Date: 03 October 2017

Tuesday 3 October 2017, 9am-12noon – BWM offices, 6th Floor, Castle Chambers, 43 Castle Street, Liverpool, L2 9SH.

Charity executives, trustees and staff are invited to attend BWM Chartered Accountants’ free autumn seminar.

A line-up of speakers will provide updates and share their expert opinions on some key topical issues:

  • Introduction and financial matters update
    An introduction to the overarching themes of governance and external scrutiny that link all of the talks in this seminar followed by a round-up of the latest messages and best practice guidance on finance matters from the Charity Commission, HMRC and other regulatory bodies with specific regard to the charity sector
  • Undertaking a Charity Governance Review
    The recent Charity Governance Code overhaul provides an opportune time for charities to re-examine their governance and instill best practice. This talk will help you to understand where to begin when undertaking a review, who to involve, what it is essential not to miss out and perhaps most importantly how to keep charity governance matters relevant and helpful to the organisation going forwards too
  • Cyber Security and General Data Protection Regulation (GDPR)
    There are risks of cyber fraud today that extend way beyond the day-to-day banking and finance operations of a charity, as sensitive data can be used for everything from fundraising to strategy to service delivery. The talk will cover the latest thinking on protection from cyber crime and also provide an overview of the impact of GDPR coming into force from May 2018
  • Social impact reporting
    With external scrutiny of a charity’s public benefit ever increasing, what does good social impact reporting look like today? From a funder’s perspective this talk will cover how to record and report direct and indirect social impact and also the obligations of trustees if taking a loan from a social investor

Expert speakers:

  • Peter Taaffe, Managing Partner, BWM
  • Lesley Malkin, Audit Partner, BWM
  • Lynn Pates, Charity Consultant, Quilter Cheviot
  • Troy Johnson, Development Director, Griffiths & Armour
  • Hannah Jones, Group Head of Investments, First Ark

Complimentary breakfast rolls and drinks will be provided on arrival with a break for refreshments mid-morning.

Book your place with Jason Murphy 0151 236 1494 or email

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