Speakers, Topics and Biographies
Challenges facing a charity’s finance committee
William Reid - Head of Charities - Quilter Cheviot
William has been managing charitable, company and high net worth portfolios since 2003. He joined Laing & Cruickshank in 2002 and was appointed associate director in 2003 and subsequently appointed Director following the acquisition of the company by UBS. He joined Cheviot, as a partner, in 2006 and alongside managing portfolio for high net worth individuals and families, is a key member of the charities & trust fund department. Prior to his City career, he saw service in the Royal Navy (seven years in the Submarine Service) 1991 - 2001. William sits on the Collective Funds and International Stock Selection committees and is a Chartered Member of the Chartered Securities & Investment Institute. In addition, in 2008, he became the independent investment advisor to the Royal Navy and Royal Marines Charity and is a trustee of Peaslake School and Governor of Peaslake Free School.
The Essential Trustee
Catherine Rustomji - Director and National Head of Charities - DWF
Catherine is an experienced charities solicitor who advises on all aspects of charity law and regulation, in particular governance and constitutional issues, incorporations and advising charity trustees on their duties and responsibilities. Catherine is ranked in Chambers Legal Directory as a leading charities specialist which states, “She works with a broad range of third sector clients, and receives considerable praise for her client-friendly approach, with sources noting that ‘she is able to understand and assimilate our requirements very quickly.’ Other commentators value her ability to ‘always explain the legal issues in an easy-to-understand way.’” Catherine is experienced in dealing with the Charity Commission, OSCR (Office of the Scottish Charity Regulator), CIC Regulator and Companies House on behalf of charity clients. She lectures widely, delivers training sessions and Board Strategy presentations and contributes to various publications. Catherine was until recently an elected member of the Charity Law Association Executive Committee and former Honorary Secretary. She is also a charity trustee. She is known for her proactive, problem-solving approach to queries and is recognised in both Chambers and Legal 500 as a market leader in charity law.
Reporting your return on investments and other interesting changes to the trustees report
Vicky Szulist - Crowe Clark Whitehill
Vicky qualified as a chartered accountant with an independent Bradford based practice before moving to the Big 4 and becoming a departmental senior manager. She joined Crowe Clark Whitehill in Manchester in 2007 as an audit partner responsible for Not-for-Profit organisations and owner-managed businesses. Vicky has looked after charities, independent schools and social housing clients throughout her career and has a wealth of experience in these sectors. She often presents at seminars on topical commercial, technical and governance issues. Recent topics have included Risk Management and changes in accounting regulations, in particular FRS102 and the charities SORP. Outside of the firm, Vicky was treasurer of Manchester Citizens Advice Bureau until December 2013. Vicky is also chair of Healthwatch Manchester and a member of the Manchester Health and Wellbeing Board.
Fit for purpose – what to think about and how to construct an ethical policy
Gemma Woodward - Chartered FCSI, Executive Director and Director of Responsible Investment - Quilter Cheviot
Gemma joined Quilter Cheviot in 2015. She is responsible for managing charity portfolios as well as developing the company-wide approach to responsible investment and the faith based investment offering. She has over twenty years industry experience and has spent the majority of that time focused on the charity sector and specifically clients with complex ethical and socially responsible investment requirements. Gemma started her career at Lloyds Bank and she joined Newton in 2002 following the acquisition of the Henderson private client and charity business; and latterly was at Kleinwort Benson. She graduated from Durham University with a degree in history in 1994, is a Chartered Fellow of the CISI as well as holding the Chartered Wealth Manager designation. Gemma is a Governor of Rugby School and a trustee of The Book Trade Charity (BTBS); additionally she is an independent investment advisor to the Cats Protection and University of Birmingham investment committees.
Date: Tuesday, 20 September 2016
Location: Lancaster Suite, The Point at Lancashire County Cricket Club, Talbot Road, Old Trafford, Manchester M16 0PX
Cost: This event is free of charge
Agenda: 10:00am - 3:00pm
Dietary requirements: Please let us know if you have any special dietary requirements.
Event contact: Theresa Murphy-Randles