Event / NHS charitable funds 2023 - Finance and governance

09:00, 18 October 2023 1 day In-person 110 Rochester Row

Registration for this event is closed. If you have a registration/booking for this event, please login to access the resources on the event page below.

About this event

This year the NHS Charities Together/ HFMA NHS charitable funds finance and governance conference was held face to face in London for the first time since before the pandemic. It was an excellent opportunity to network with colleagues from across the sector.

The regulatory and accounting framework for charitable funds is very different to that of NHS bodies so this was intended to keep all those involved with the finance and governance of NHS charities up to date with any changes to practices and procedures.

This conference brought together finance staff working for both independent and corporate trustee NHS charities from all around the United Kingdom. It was open to those working full time for the NHS charity as well as those who work predominantly for NHS bodies with the charity being part of their remit.

This event was organised in partnership with NHS Charities Together.

Session content

This event was face-to-face only and the sessions were not recorded and so are not available on-demand. All the speaker slides we have permission to be shared can be viewed in the session content below.

Oct 18

    In this session, Ellie will give an overview of the key issues facing NHS charities and how NHS Charites Together is supporting them to build a stronger future.

    Ellie Orton  / Chief executive, NHS Charities Together NHS Charities Together
    Gift aid – getting it right

    Steve Carroll from HMRC will lead this session that will set out the dos and don’ts when claiming gift aid from what constitutes a donation to practical reminders to the gift aid small donations scheme.

    Steve Carroll   / Outreach specialist , HMRC
    Introduction to charity regulation for those new to NHS charities

    Aimed at those new to the sector or new to the role, Nigel considers the role of the UK charity regulators and Fundraising Regulator, trustee duties, the SORP, NHS specific governance issues and closes with a review of the free resources provided by the regulators to help train and inform trustees. There will be time to discuss delegate questions or concerns.

    Nigel Davies  / Head of accountancy services, Charity Commission

    During this session you will hear all about how Portsmouth Hospitals Charity manages its charitable grants programme, everything from the make-up of funds, the application process right through to governance. You will also hear about how the charity has managed a process to invite trust wide applications for funding, and some new recent initiatives to help support timely and appropriate use of charitable fund across our designated funds.

    Kate Sandys   / Head of charity , Portsmouth Hospitals Charity

    In this two-part session Nigel reviews the proposed changes to FRS102 and considers the implications for, and the development of the next charities SORP and then invites discussion on problem areas or issues with the current SORP. If you have an issue, please bring it along for discussion. Non-SORP issues such as charity regulation or governance are also welcome.

    Nigel Davies  / Head of accountancy services, Charity Commission

    During this session Johnny and Andrew will give an update on the NHS Charities Together members connect toolkit, along with an update from Debbie on the ongoing progress within the HFMA NHS Charity finance group.

    Andrew Machin  / HFMA mentor
    Debbie Paterson  / HFMA senior technical manager
    Johnny Shah   / Co-chair , NHS Charities Together Finance and Governance Special Interest Group
    Angela Gardiner   / Group financial controller , Royal Berkshire NHS Foundation Trust

    A grant from NHS CT helped Birmingham Children’s Hospital to launch an innovative new mental health peer support worker model to support young people in Birmingham. Learn how this small grant helped us to develop a new way of delivering care that has had a tremendous impact on patients, peer support workers, our mental health service and the wider system of care across Birmingham.

    Nicole Hermanns   / Head of philanthropy and strategic projects , Birmingham Women’s and Children’s Hospital Charity
CPD accredited
CPD accredited logo
Contact details
HFMA events