Annual Seminar for Charities 2019

We are delighted that James Noble, Impact Management Lead at NPC, and
Suzie Simmons, Head of Regional & Corporate Fundraising at Naomi House and member of the Institute of Fundraising Central South, will be our guest speakers.  James will be looking at what is the best approach for charity impact measurement and Suzie will be discussing why good fundraising practice is not an option.

 

Event Details
When: Tuesday 21 May 2019
Time: 4.00pm - 6.30pm
Venue: Solent Hotel, Rookery Avenue, Whiteley, Fareham PO15 7AJ

FREE to attend


   

Annual Finance Seminar for Charity Trustees and Staff

Our annual finance seminar for charity trustees and staff is free to attend has become an established event in the diaries of many charities who value this opportunity to update their knowledge and receive practical ideas to take away.

The aim of the seminar is to provide you with advice and guidance on matters of particular importance to your organisation. This year the titles of our presentations are:

  • Charity Impact Measurement: What's the Best Approach - NPC (New Philanthropy Capital)
  • Change or Wither: Why Good Fundraising Practice is Not an Option - Institute of Fundraising
  • Your Essential Tax and Accounting Questions Answered - Morris Crocker

We are delighted to welcome James Noble, Impact Management Lead at NPC and Suzie Simmons, Head of Regional & Corporate Fundraising at Naomi House and member of the Institute of Fundraising Central South group as our guest speakers.

Stuart Mackie from Morris Crocker's charities team will be answering your most frequently asked tax and accounting questions and Paul Underwood, Director of Morris Crocker charities team, will give an update on the latest charity finance news and legislation.

A light buffet will be served after the seminar for those who wish to stay and talk to our speakers or other attendees.

To register for your free place please use the booking form opposite or email Margot Vere at mcv@morriscrocker.co.uk if you have any questions.  For directions to the Solent Hotel click here.  To download the invitation click here

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Seminar Agenda

4.00 Registration

4.20 Tax and Accounting Update – Paul Underwood, Morris Crocker

4.40 Charity Impact Measurement: What's the Best Approach - James Noble, NPC

5.10 Break

5.20 Your Essential Tax and Accounting Questions Answered – Stuart Mackie, Morris Crocker

5.40 Change or Wither: Why Good Fundraising Practice is Not an Option – Suzie Simmons, IoF (Central South)

6.10 Q&A and refreshments

Feedback from 2018 Seminar

  • Your overall assessment of the event – 98% said either excellent or good
  • The relevance of the seminar to you – 91%
  • Technical level/ease of understanding – 94% said either excellent or good
  • Likely to attend future seminars – 81% said very likely, 19% said fairly likely

Guest Speakers

James Noble

A social researcher for over 20 years, James started his career at MORI. He then moved to Government Social Research to manage evaluations on policies.

Since 2009 he has been providing evaluation support to voluntary sector organisations, initially as a freelancer, before joining NPC in 2013.

At NPC he has delivered a year-long programme of advice and 1-1 support to charities in the criminal justice sector, sponsored NPC’s Evaluation and Learning partner work for the Young Academy and led evaluation projects with Nesta. He has delivered individual consulting projects for the British Lung Foundation, The Motor Neurone Disease Association, Tapestry Care and a range of other clients. James is the author of NPC reports on theory of change, qualitative research, evaluation planning and public trust in charities.

James Noble
Impact Management Lead
NPC


Suzie Simmons

With over 14 years’ experience within the fundraising sector, Suzie is head of Corporate and Regional Fundraising at Naomi House & Jacksplace.

Previously at Southampton Hospital Charity, her fundraising career has seen her specialise in small- to medium-sized health charities where she has gained broad experience across the income streams.

Before moving into fundraising, Suzie had a career in the hospitality industry, and was inspired to join the charity sector following a voluntary expedition to Namibia with a youth development charity. Alongside her day job, she is a trustee for a small education charity, her local pre-school, a committee member of the Institute of Fundraising Central South group and breastfeeding peer supporter.

Suzie Simmons
Head of Regional & Corporate Fundraising, Naomi House
and Member of IoF Central South

Host Speakers

Paul Underwood

Paul Underwood, Director of Morris Crocker charities team and is a chartered certified accountant. He has 20 years’ experience of acting for a diverse range of charities and has a particular interest in the effect of VAT and taxation on the charitable sector.

As well as audit and compliance work, Paul also carries out Internal Examinations. He is a member of the Audit Faculty of the Institute of Chartered Accountants in England & Wales and of the Charity & Voluntary Sector Group and currently acts as the treasurer for a local not-for-profit organisation.

Paul Underwood FCCA
Director of Morris Crocker Charities Team


Stuart Mackie

As senior manager of Morris Crocker’s charities team, Stuart is responsible for ensuring charities are run efficiently, both from a systems and from a tax perspective, and for ensuring they are fully compliant with current regulations and accounting standards.

Stuart is a chartered accountant and joined Morris Crocker in 2013 from a specialist not-for-profit London firm.  He has gained many insights from his role at board level for charity clients by attending meetings and advising on financial matters.

Stuart Mackie ACA
Senior Manager of Morris Crocker Charities Team

What our clients say...

One of our best decisions as a practice was to appoint Morris Crocker as our accountants.  They are of a very high calibre, exceptionally intelligent and knowledgeable.  Queries are responded to promptly and a high level of service is given at all times. To add to that they are a pleasure to deal with and have the ability to make financial matters understandable to the layman.  We would have no hesitation in recommending them. 

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