Free Charity Autumn Update Seminar on Tuesday 3rd October


I’m delighted to invite you to our free Charity Autumn Update Seminar on Tuesday 3 October. As ever we have invited an excellent line-up of speakers to provide the latest updates and share their expert opinions on some of the key topical issues.

Breakfast & Registration – 8.45am to 9.15am Event – 9.15am to 12 noon

BWM Offices, Castle Chambers, 6th Floor, 43 Castle Street, Liverpool L2 9SH (Castle Chambers is situated in-between San Carlos restaurant and Andrew Collinge hairdressers on Castle Street. We are close to Moorfields and James St train stations. There is also NCP parking nearby on Brunswick St)

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

Topics and speakers:

Introduction and financial matters update – Peter Taaffe and Lesley Malkin, Partners at BWM Chartered Accountants

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 – Lynne Pates, Charity Consultant at Quilter Cheviot

The recent Charity Governance Code overhaul provides an opportune time for charities to re-examine their governance and instil 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)- Troy Johnson, Development Director, Griffiths & Armour

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 – Hannah Jones, Group Head of Investments, First Ark

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, his 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.

Please email Jason Murphy at [email protected] to book your place(s) now and feel free to share this invitation with others who may benefit from attending.



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