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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.

Half-Year Subscription:

Member $24.00

Non-member $30.00

Casual Fees:

Member: $10.00 per meeting

Non-member $15.00 per meeting

2024 Meeting Dates:
Tuesday, 20 August 2024
Tuesday, 22 October 2024
Tuesday, 26 November 2024

Topics for 2024

Wealth Management and Impact Investing | Katie Beith, Head of ESG, Forsyth Barr; John Morrow, Head of Philanthropic, JBWere New Zealand & Steven Moe, Partner, Parry Field Lawyers

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