Pre-accounts planning

Pre-accounts planning

26 January 2022 - 27 January 2022

Online - 26 & 27 January



About this event

This two day conference was designed to assist all those involved in the planning and delivery of the annual accounts process for the year 2021/22. Through a mix of on-line plenary and workshop sessions, this event was an excellent opportunity for discussions, networking and for delegates to feedback to colleagues from NHS Improvement and NHS England and the DHSC.

This event provided the opportunity to discuss changes to accounting and reporting requirements and to raise any issues/questions with auditors, NHS England, NHS Improvement and Department of Health and Social Care colleagues. There was also the opportunity to discuss issues that expected to arise in this year's accounts preparation and audit process as well as to hear about other developments and best practice in financial reporting. 

Please note, this event ran as a two day conference and was not a repeated programme. 

Access the content

All presentation and video content from this event can be found under the relevant tabs below. If you have any issues accessing the content, please email laurence.sampson@hfma.org.uk.


Presentations
Videos
Additional Resources

Please see below for the presentations from the event. Please note that presentation slides are only available if we have had the speaker’s permission.

Please ensure that you are logged into the HFMA website with either your member or affiliate login before clicking any of the links to the presentations. To log-in please click here.

If you do not have a membership login with the HFMA, please click here where you can create a free affiliate login. When you are logged into the website with your new account, you will be able to access the links when they are made available below.

Please note: You will only have access to this content if your organisation purchased a ticket to this event.

Wednesday:

Keynote Address, view from the DHSC
Andy Brittain, DG Finance, Department of Health and Social Care Jennifer Nichols, Deputy Director, Accounts and Finance Operations, Department of Health and Social Care 

Technical update
Ben Sheriff, Director - Audit & Assurance, Deloitte LLP

IFRS 16 leases – questions and answer session
Steven Wareing, Section Head – Accounting Policy and Guidance and Interim Head – DHSC Annual Report, Department of Health and Social Care

An introduction to preparing NHS annual reports and accounts
Matthew Bancroft, Head of Financial Control, Doncaster & Bassetlaw Teaching Hospitals NHS Foundation Trust

Working well with auditors
Mark Dalton, Director – Public and Social Sector, Mazars 
Martin Campbell-Smith, Leeds Teaching Hospitals NHS Trust
Tony Ulyett, Assistant Director of Finance, Leeds Teaching Hospitals NHS Trust

Greenbury pensions disclosure
Bernadette Portasman, Stakeholder Engagement Manager - Education, NHS Pensions


Thursday:
The Health and Care Bill and the 2021/22 accounts
Simon Currie, Director of Financial Planning and Delivery, NHS England and Improvement 


IFRS 16 Leases – lessons learned from early adoption
Steven Wareing, Section Head – Accounting Policy and Guidance and Interim Head – DHSC Annual Report, Department of Health and Social Care 

Making data count: statistical process control (SPC) for financial reporting
Nikki Greenwood, Deputy Director - Intensive Support, NHS England and NHS Improvement

Providers
Ian Ratcliffe, Deputy Director of Sector Accounting and Consolidation, NHS England and NHS Improvement
Eleanor Shirtliff, Head of Provider Financial Accounting, NHS England and NHS Improvement
Steve Hubbard, Deputy Director of Financial Reporting, NHS England and NHS Improvement.

Commissioners
Rachel Owen, Head of Financial Accounting and Taxation – Financial Accounting and Taxation, NHS England and NHS Improvement

 

Please see below for videos from the event. Please note that videos will only be available if we have had the speaker’s permission.

Please ensure that you are logged into the HFMA website with either your member or affiliate login before clicking any of the links to the videos. To log-in please click here.

If you do not have a membership login with the HFMA, please click here where you can create a free affiliate login. When you are logged into the website with your new account, you will be able to access the videos once they are available below.

Please note: Only delegates from organisations who are HFMA Hub partners have access to this content. For more information on how and why to become a HFMA Hub partner, please click here.

Wednesday:

Keynote Address, view from the DHSC
Andy Brittain, DG Finance, Department of Health and Social Care Jennifer Nichols, Deputy Director, Accounts and Finance Operations, Department of Health and Social Care 

Technical update
Ben Sheriff, Director - Audit & Assurance, Deloitte LLP

IFRS 16 leases – questions and answer session
Steven Wareing, Section Head – Accounting Policy and Guidance and Interim Head – DHSC Annual Report, Department of Health and Social Care

An introduction to preparing NHS annual reports and accounts
Matthew Bancroft, Head of Financial Control, Doncaster & Bassetlaw Teaching Hospitals NHS Foundation Trust

Working well with auditors
Mark Dalton, Director – Public and Social Sector, Mazars 
Martin Campbell-Smith, Leeds Teaching Hospitals NHS Trust
Tony Ulyett, Assistant Director of Finance, Leeds Teaching Hospitals NHS Trust


Greenbury pensions disclosure
Bernadette Portasman, Stakeholder Engagement Manager - Education, NHS Pensions

Thursday:

The Health and Care Bill and the 2021/22 accounts – we do not have permission to share the recording for this session
Simon Currie, Director of Financial Planning and Delivery, NHS England and Improvement 

IFRS 16 Leases – lessons learned from early adoption
Steven Wareing, Section Head – Accounting Policy and Guidance and Interim Head – DHSC Annual Report, Department of Health and Social Care 

Making data count: statistical process control (SPC) for financial reporting
Nikki Greenwood, Deputy Director - Intensive Support, NHS England and NHS Improvement

Providers
Ian Ratcliffe, Deputy Director of Sector Accounting and Consolidation, NHS England and NHS Improvement
Eleanor Shirtliff, Head of Provider Financial Accounting, NHS England and NHS Improvement
Steve Hubbard, Deputy Director of Financial Reporting, NHS England and NHS Improvement.


Commissioners
Rachel Owen, Head of Financial Accounting and Taxation – Financial Accounting and Taxation, NHS England and NHS Improvement

 

 

    

Please find links below to the HFMA papers and other links mentioned during the conference

PPE briefing draft for comment 26 Jan 2022

Financial reporting watching brief Jan 2022

To request Making data count mini guides and/or spuddling cards: forms.office.com/r/bhR3dMLYbF

Making data count interactive PDFs: england.nhs.uk/publication/making-data-count/

Team email address: nhsi.improvementanalyticsteam@nhs.net

Greenbury Q&A Responses