Free Autumn Charity Update Event on the Tuesday 4th October from 9:30am to 1pm


When: Tuesday 4 October, 9.30am – 1.00pm
Where: BWMacfarlane offices, 6th Floor, Castle Chambers, 43 Castle Street, Liverpool L2 9SH
Book:   Call Jessica Bennett on 0151 236 1494 or email [email protected]
Cost:    Free.  All charity executives, trustees and staff are all welcome to attend,

Complimentary breakfast rolls and drinks will be provided on arrival with a break for refreshments mid-morning. There will be a light buffet lunch at the end of the talks, where you are invited to stay and network.

With so much going on in the charity sector BWMacfarlane have invited an excellent line-up of speakers to share their expert opinions on some of the key topical issues:

Charity Law Updates
Catherine will present on a range of issues including:- Charities (Protection and
Social Investment) Act 2016 – commencement regulations for provisions coming
into force in 2016/2017; New Charity Commission guidance on charities &
litigation/taking legal action; Fundraising Regulator and new fundraising
regulations; and the new power of social investment.

Leadership and mental toughness
The most successful leaders understand the important relationship between
emotional intelligence and leadership and create a workforce that is confident and
enthusiastic about their work, empowered to get the job done their way, and
inspired to reach personal and organisational success. But how do you develop
and maintain a mental toughness to cope with all the challenges that the
leadership role can bring with it, especially in the voluntary sector?

Team building and employee engagement
Following on from the above, Andy will explain how good employee engagement is
vital in enabling organisations to fulfil their missions. Using his extensive
experience, he will talk about how to focus on doing the simple things that really
count to help understand employee motivation and in turn to make employees feel
valued and inspired.

Finance matters and more
Reflecting on the latest guidance and updates from the Charity Commission,
HMRC and wider sources, this talk from our own Partners Peter and Lesley will
extract the pertinent points in an easy to understand and pragmatic manner. They
will also focus on the latest developments in cloud accountancy software and how
charities are embracing the many advantages including cost, functionality and
security benefits that cloud software can bring.

Book your place now!

More about our expert speakers:

Catherine Rustomji, Head of Charities & Social Enterprise, DWF LLP
Catherine is an experienced charities solicitor who advises on all aspects of
charity law and regulation, in particular governance, constitutional issues and
advising charity trustees on their duties and responsibilities. Catherine has been
advising charities, social enterprises and other not-for-profit organisations
exclusively for 16 years.

Andy Whitehead, Director and Owner, AMPW LTD
AMPW was set up in 2010 by Andy who specialises in Executive Coaching,
Psychometric Assessment and the development of the Leadership Mindset. Andy
has over 20 years senior management and Board level experience across public,
private and not-for profit organisations. His mission is “To help leaders
everywhere fulfill their potential- for themselves and their organisations”. Andy
works with Chief Executives, Board Directors and Senior Leaders across the
public, private and voluntary sectors. In addition AMPW provide distance
leadership coaching, via Skype, for clients in the Middle East.

Peter Taaffe, Managing Partner / Lesley Malkin, Audit Partner,

Peter’s blend of skills from his FCA & CTA qualifications and practice experience
provides clients with a broad perspective on financial matters and practical
advice. His focus is on improved business performance and enhanced value for
clients, working with a variety of SME and charity projects. He is a member of the
Committee of the Institute of Chartered Accountants in England & Wales
Charities and Voluntary Sector Special Interest Group.

Lesley trained and spent nine years with PwC, qualifying with them as a
Chartered Accountant. Her time there included four years as an audit and
business development manager in audit and general practice, coordinating client
service, before joining a 5 partner firm of accountants as an Audit Manager in
1989. She joined BWMacfarlane in 2000 and became Audit Partner in 2010.
Lesley has been a director of a charity for many years, acting firstly as honorary
treasurer, then as company secretary chairing committees.

Rob Hoyle, Senior Business Development Manager, QuickBooks Online
Rob works with key accounting professionals like BWMacfarlane to help develop
cloud strategies for us and our clients. There is a huge amount of ‘noise’ around
cloud software and Rob helps us to advise clients on the advantages that can be
realised moving from desktop (or paper based!) solutions to the latest cloud
accounting software for organisations of all sizes and complexities.


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