Dan Fletcher, Head of Nonprofit Advisory, Moore Kingston Smith
Paul Seath, Partner, Bates Wells
Bethan Vaghela, Senior Manager, Audit and Assurance, Price Bailey
Robert Warne, Partner, Head of VAT, Crowe LLP
Suzanne Goldsmith, Partner, Price Bailey
Stuart McKay, Partner, MHA
Hugo Ure, Portfolio Director, Cazenove Capital
09:35-10:15 Accounting and reporting update
In this session, our expert speakers will cover recent changes to the Charities SORP, FRS 102, and emerging best practice in financial disclosures. Learn how evolving guidance and regulatory expectations are shaping the way charities report on performance, reserves, and impact — and take away practical insights to strengthen transparency and compliance within your organisation.
Bethan Vaghela, Senior Manager, Audit and Assurance, Price Bailey
Suzanne Goldsmith, Partner, Price Bailey
This session will outline recent HMRC developments and policy changes affecting the sector. Gain clarity on partial exemption, grant versus contract issues, and property-related VAT — with real-world examples to help you manage risk and identify potential savings opportunities.
Robert Warne, Partner, Head of VAT, Crowe LLP
11:15-11:55 Governance and regulatory update
This session will highlight the latest governance and regulatory developments from the Charity Commission and other key bodies. We’ll explore lessons from recent inquiries, expectations for trustees, and upcoming reforms to charity law and reporting obligations. Attendees will leave with practical actions to strengthen oversight, accountability, and board effectiveness.
Stuart McKay, Partner, MHA
13:25-14:10 Investment update
In a challenging economic and political climate, active investment management becomes ever more important. This session will provide an overview of current market trends, sustainability considerations, economic policy, and asset class views to equip trustees and executives with the tools to make informed decisions on their investments.
Hugo Ure, Portfolio Director, Cazenove Capital
14:20-15:00 Fundraising update
This session will cover the latest developments in fundraising compliance, data protection, and best practice from the Fundraising Regulator. Gain insights into emerging trends, managing reputational risk, and building supporter trust through transparent and ethical fundraising approaches.
Dan Fletcher, Head of Nonprofit Advisory, Moore Kingston Smith
15:15-15:55 HR and legal update
The final session brings you up to speed on the key HR and employment law changes affecting charities. From managing hybrid working and safeguarding to handling employee relations and upcoming legislative changes, our experts will unpack what you need to know for 2026 and beyond.
Paul Seath, Partner, Bates Wells
15:55-16:00 Closing remarks