Charities Seminar 2018

‘The best one so far’ remarked one regular attendee at this year’s seminar for charities.  Over 80 charity trustees and managers joined us for our annual update held on Tuesday 22 May at the Solent Hotel, Whiteley.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356

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Guest speakers DS Ivor Bowen from Hampshire Constabulary and David Jones from the Charity Commission joined Morris Crocker’s Paul Underwood and Stuart Mackie.  Their presentations on preventing cybercrime, good governance and enhancing the trustee report offered many practical tips and provided useful information as affirmed by our attendees on their feedback forms. You can watch their presentations below.

Our free annual seminar attracts charities of all interests and sizes.  As such it can often prove quite a challenge to pitch the presentations at the right level for everyone.  However with 17 years’ experience of providing seminars to charities we hope we have learnt what works best for our audience.  This year all our audience said they were likely to attend future seminars.

We also received many suggestions for topics for future event.  These included fundraising initiatives, ensuring sustainability, the role of volunteers. Such a wide range of responses demonstrates the many areas of concern for charities and areas for us to focus on.

If you would like to join our mailing list for our monthly enews for charities and an invitation to next year’s seminar please email Margot Vere.


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Guest Speakers

Ivor Bowen

Ivor Bowen is a Detective Sergeant with Hampshire Constabulary. He is currently involved in project work developing resources and training within the force and will soon be working across the South East policing region on further similar projects.

Ivor has over 27 years’ experience with the force and has worked in a variety of roles, including Major Crime Investigation, Child Abuse Investigation and various overt and covert intelligence roles investigating organised crime and both domestic and international extremism.

DS Ivor Bowen, MSc, CISSP, COMP TIA Security+
Implementing Digital Intelligence & Investigations
Hampshire Constabulary

David Jones

David Jones joined the Charity Commission as Director of Corporate Services in April 2015. A Chartered Accountant, David was previously Head of Finance at Ordnance Survey, and prior to that, held senior positions in the Environment Agency.

As Director of Corporate Services, he is accountable for supporting the Accounting Officer (Chief Executive Officer) in the effective management of the commission’s resources, ensuring that it runs smoothly, efficiently and economically, achieving value for money for the taxpayer.

David Jones
Director of Corporate Services
Charity Commission

Host Speakers

Paul Underwood

Paul Underwood, Director of Morris Crocker charities team and is a chartered certified accountant. He has almost 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 Independent 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

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