Auckland For Purpose SIG 2024
Meeting five times per year, this group focuses on issues for the for-purpose sector. Members include accountants who work in the sector in paid roles, as volunteers, and practitioners who provide accounting and audit services to the sector.
NOTE: This group was previously called the Auckland Not-for-Profit SIG.
A connected network of CAs focusing on sharp thinking for the not-for-profit sector.
Annual Subscription:
Member $48.00
Non-member $60.00
Casual Fees:
Member: $10.00 per meeting
Non-member $15.00 per meeting
2024 Meeting Dates:
Tuesday, 9 April 2024
Tuesday, 25 June 2024
Tuesday, 20 August 2024
Tuesday, 22 October 2024
Tuesday, 26 November 2024
Topics for 2024
Insurance, disaster planning/learnings, contingency planning | Brian Blake, Eventfinda Stadium, Chief Executive and Colin McCulloch, Marsh Limited, Principal
Topics for 2023
New Tier 3 and Tier 4 Reporting requirements for Charities and NFP Entities | Jamie Cattell and Carly Berry from the XRB
Fundraising in the For-Purpose Sector – Shared Presentation | Clive Pedley and Parminder Morgan
Incorporated Societies and other For Purpose & Charity Sector Updates - Steven Moe, Partner, Parry Field Lawyers and Craig Fisher FCA
Sustainability Reporting Update | Dr Amelia Sharman, Director Sustainability Reporting, External Reporting Board XRB
An update and discussion with IRD and DIA's Charities Services
• Lucy England, Senior Policy Advisor, Inland Revenue
• Annette Stenberg, Customer Compliance Specialist, Inland Revenue
• Andrew Newbery, Manager Engagement and Business Improvement – Charities Services, DIA
Topics for 2022
Service Performance Report – A Practical Guide | Matt Coulter, Audit & Assurance Partner, BDO Auckland, Natasha Pearce, Head of Strategy, Auckland Theatre Company (ATC)
Sharon Orr, Finance and Operations Director, The Fred Hollows Foundation NZ
Wealth management – Insights to further support your trustees to govern for sustainable and positive impact
Rickey Ward, Head of Investment Strategy Group, JBWere
John Morrow, Head of Philanthropy, JBWere
Strategy and Governance in an uncertain environment
Craig Fisher, Consultant, RSM, Board Chair Fred Hollows Foundation and Auckland Not-For-Profit SIG Committee Member
For Purpose & Charity Sector Updates
Steven Moe, Partner, Parry Field Lawyers
Craig Fisher, Consultant, RSM, Board Chair Fred Hollows Foundation and Auckland Not-For-Profit SIG Committee Member
Online via Live Webinar
Chair:
Errol Burn
Committee:
Craig Fisher
Angela Lam
Maree Laurent
Dee Lodhia
Matthew Wall
EVENT DETAILS
Topic: Member Regional Events
Sub-Topic: Special Interest Group
Format: Seminar
Proficiency Level: All
CPD: Upto 5 hours