Charity Finance Summit 2018 | Civil Society Media Limited | 11 October 2018 | 155 Bishopsgate, Liverpool street London EC2M 3YD, UK

Incorporating the Charity VAT & Tax, Strategy & Risk and Investment conference streams, the Charity Finance Summit has grown to become the key learning and networking event for charity finance teams in the autumn conference season. We have carefully chosen sector experts who can provide you with relevant insight, informative case studies and compelling seminar sessions. Tickets to the Summit give you the flexibility to select sessions from any conference stream. This means that you can tailor the sessions you or your team attend on the day to ensure you address your charity’s needs.

2018 Speakers:

Gareth Jones
Editor, Charity Finance

Lord O’Donnell
Former Cabinet Secretary; chair, Frontier Economics and chair, Pro Bono Economics

Richard Bray
Finance Regulatory & Taxes Manager, CRUK

Favaad Iqbal
Head of indirect taxes, Cambridge Assessment

Liz Pepler
Associate, Calouste Gulbenkian Foundation – UK branch

Victoria Hoskins
Investment Director, Rathbones Greenbank Investments

Thomas Mobee
Senior VAT Manager, Buzzacott

Nick Bustin
Employment Tax Director, Haysmacintyre

Jonathan Orchard
Partner, Sayer Vincent

Kate Sayer
Consultant, Sayer Vincent

Victoria Hoskins
Investment Director, Rathbones Greenbank Investments

Katharine Arthur
Head of tax, haysmacintyre

Debbie Jennings
VAT principal, Kingston Smith

Tabitha Cave
Partners, VWV

Con Alexander
Partners, VWV

Daniel Casali
Chief Investment Strategist, Smith & Williamson

Alison Hone
Charity VAT Partner, Saffery Champness

Kami Nuttall
Associate Director, Moore Stephens

Adam Avigdori
UK Equity Income Portfolio Manager, BlackRock

Mark McGarry
Direct Tax Partner, Saffery Champnes

Luke Savvas
Charity Tax Partner, Buzzacott

David Martin
Director of Resources, OneYMCA

James Rogers
UK Institutional - Not for profit, Vanguard Asset Management

Claire Williams
Customer Readiness and External Stakeholder Team, Making Tax Digital for Business, HMRC

Clare Montagu
Chief Operating Officer, Royal Trinity Hospice

Stephen Beer
Chief Investment Officer, Epworth Investment Management

John Wyn-Evans
Head of Investment Strategy, Investec Wealth & Investment

Kathy Evans
Chief Executive Children England

Gareth Jones
Editor, Charity Finance

Panelists:
Adeela Warley
Chief Executive, CharityComms

Paul Streets
Chief Executive, Lloyds Bank Foundation

Shoaib Sheikh
Finance director, Muslim Aid

Karen Atkinson
Head of Charity and Social Investment, Bridge House Estates

Sir Stephen Bubb
Director, Charity Futures

2018 Sponsors:

INVESTMENT SPONSORS:
• BlackRock
• Epworth
• Rathbones
• Smith & Williamson
• Vanguard

VAT & TAX SPONSORS:
• Buzzacott
• Haysmacintyre
• Kingston Smith
• Saffery Champness Chartered Accountants

STRATEGY & RISK SPONSORS:
• Moore Stephens
• Sayer Vincent
• VWV

NETWORKING SPONSORS:
• Charity Investments
• Goodman Jones

EXHIBITORS:
• Advanced
• ARC Asset Risk Consultants
• BlackRock
• Brewin Dolphin
• CAF Charities Aid Foundation
• Cazenove Capital
• Close Brothers Asset Management
• Eden Tree
• Epworth
• Fidelity International
• Kingston Smith
• Legal & General Investment Management
• Mayfair Capital
• Metro Bank
• Nationwide
• Newton Investment Management
• Oracle Netsuite
• PS Financials
• Quilter Cheviot Investment Management
• Rathbones
• Rothschild Private Wealth
• Saffery Champness
• Santander
• Sapphire
• Sarasin & Partners
• Sayer Vincent
• Smith Williamson
• Standard Life Wealth
• TPP Recruitment
• Unity Trust Bank
• Vanguard
• VWV
• Waverton
• Xpedition