STAYING COMPLIANT. LEARNING LESSONS. LOOKING FORWARD
A Live and in-person event for Academy Leaders
Tuesday 12th September 09:00 – 13:15 at Sky View
CP’S ANNUAL EVENT TO UPDATE ACADEMY LEADERS ON CURRENT ISSUES & DEVELOPMENTS ACROSS THE SECTOR
As the end of another school year fast approaches why not secure your place at our annual event for Academy Leaders. As always, it’s been another busy year with lots going on across the sector. And there are more potential changes in the pipeline.
You can’t afford not to stay up to date in such a fast-moving environment. Our free Academies specific event is the ideal way to get ahead of the game and stay on top of developments.
Our not-for-profit and education sector guru’s will dazzle you with a practical update on the latest developments and issues. Including how best to approach and implement key changes in your Trust. Plus, they’ll impart some knowledge gems and top tips for getting ready for that all important year-end audit. With talks covering:
- Financial And Regulatory Changes. Key Takeaways
- Employment Taxes: Hot Topics And Key Risk Areas
- Budgets and Funding
- VAT: Key Risk Areas
- Good Estates Management
- Getting Ready For Your Audit And Common Issues
So, if you’re a business leader in an Academy Trust join us for our annual academies sector focus event.
ANDY JONES NOT FOR PROFIT DIRECTOR & HEAD OF EDUCATION
Andy is a Director in the Not For Profit team. He has significant experience in working with academies, independent schools, charities and other not for profit organisations, and specialises in providing audit and assurance services as well as advising on financial reporting, internal controls and governance.
GLEN BOTT NOT FOR PROFIT DIRECTOR & HEAD OF CHARITIES
Glen works with a variety of clients across the Not for Profit sector, including local and regional charities, academies and colleges. By sharing best practice and improving the robustness and efficiency of their systems and controls, Glen’s aim is to enable his clients to focus on delivering their strategic mission and objectives, safe in the knowledge that their financial reporting systems are efficient, accurate and fully compliant.
NATHAN WOOLLERY EMPLOYMENT TAX DIRECTOR
Nathan helps all types of businesses navigate the complex world of tax. If there is a business out there that engages or makes payments/benefits to people, he’s there to make sure they are doing it correctly, efficiently and appropriately.
Tax can be so complicated with the jargon, frequent changes and endless conditions. Nathan enjoys being able to take a client challenge, resolve it and communicate what was a complex scenario, in a way that a client understands, values and finds useful.
HELEN CHANNER TAX SENIOR MANAGER,
Helen is a VAT and Indirect Taxes Senior Manager at Cooper Parry, with nearly 15 years of tax experience. Helen leads our VAT and indirect tax offering to our not-for-profit and education clients. Helen works with numerous charities, academies and universities, helping them navigate through the complicated VAT world of partial exemption, non-business restrictions and everything in between. Helen prides herself on her ability to guide her clients through complex VAT problems and challenges, ensuring that risk is managed, good relationships with HMRC are preserved, and that VAT obligations are fully understood.
Helen is also a stamp taxes expert and often works across the wider Cooper Parry tax team supporting on projects including group re-organisations, mergers and acquisitions and property purchases.
Julia Harnden Funding Specialist
Julia is the ASCL Funding Specialist and works with members in academies and maintained schools across mainstream and specialist provision. Most of Julia’s work with members is helping them to develop sustainable strategic financial plans and building financial resilience through effective resource management and embedding integrated curriculum and financial planning (ICFP).
TIM WARNEFORD MANAGING DIRECTOR
Tim Warneford is an experienced academy funding consultant, at Warneford consulting, who provides a range of bid management and strategic estate management services. As well as producing podcast series, ‘Developing the Trust’, Tim regularly shares his insights in publications including TES, School’s Week and FundED, and he has presented and chaired at the Education Estates Conference, ISBL, ASCL and Schools and Academies Show.
09:00am – 09.30am – Arrival, Drinks, Networking
09:30am – 09.40am – Welcome
09:40am – 10:00am – Ice breaker
10:00am – 10:25am – Budgets, Funding and Q&A
10:25am – 10:50am – Financial and regulatory update
10:50am – 11:10am – Employment Tax update
11:10am – 11:25am – Cuppa Brew Break
11:25am – 11:45am – VAT: Key Risk Areas
11.45am – 12.05pm – Good Estates Management
12:05pm – 12:25pm – Getting ready for your audit and common issues
12:25pm – 12:40pm – Q&A
12:40pm – 13:15pm – Lunch and networking
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