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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Retired Members: Afternoon tea and Theatre Royal Talk

Join us for afternoon tea and teatime talk on the Theatre Royal, Newcastle upon Tyne.

Event information

On 24 November 1899 the Theatre Royal burned down following a performance of Macbeth.

119 year later, almost to the day and not long after another performance of Macbeth, Philip Bernays, Chief Executive of the Theatre Royal, will give an illustrated talk on the fire, its aftermath, and why Macbeth is always referred to as “the Scottish play”! 

Speaker

Philip Bernays
After five years as a Stage and Company Manager, in 1985 I became General Manager of Actors Touring Company and then Administrator of the Independent Theatre Council.

This was followed by 18 months as a Drama Officer for Arts Council England and then three years as Executive Director of the Young Vic in London.

In 1995 I moved to Cheltenham as Chief Executive of the Everyman Theatre before becoming Chief Executive of Newcastle Theatre Royal Trust in December 2005.

I am Co-Chair of the Dance Consortium, Chair of balletLORENT and a Board member of UK Theatre, the Touring Partnership and Music & Lyrics.

Cost
RATE COST
Retired Member £8.33 + VAT
Retired Member guest £8.33 + VAT

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Lake District Summer Walk and Afternoon Tea for Retired and Semi Retired Members

Join John Hunston for a summer walk in the Lake District followed by afternoon tea

Event information

We will meet at Tweedies Bar and Lodge in Grasmere at 10:30 before heading off at 11:30 for the 4km relatively gentle ascent to Easedale Tarn. A swim in the tarn is optional but highly recommended! We have the option of a slightly longer return trip, aiming to return to Tweedies around 15:00 in time to freshen up for Afternoon Tea at 15:30 for 16:00. The walk is suitable for anyone with a reasonable level of fitness. Walking shoes or boots and waterproof clothing are essential. Bring plenty of water and a packed lunch or sandwiches.

If you would like to come for the Afternoon Tea but not the walk (or vice versa) that’s fine. The event is open to all members as well as retired and semi retired member and guests.

Tweedies is a very pleasant venue for the Afternoon Tea. It has a large garden if the weather is good, and there are plenty of indoor options if not.

Please bring a packed lunch, refreshments and dress appropriately for the weather for the walk.

Programme
Session Description
10:30 Meet at Tweedies Bar for coffee
11:30 Walk
15:00 Return
15:30 for 16:00 Afternoon Tea
Cost
Rate Cost
Price £8.33 + VAT

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The North East Fund – One year on

The North East Fund is one year old – Join us for important updates of where we are now.

If you are an advisor to local business in the North East then this is an event not to be missed. There are plenty of investment opportunites for business in the North East.

Event information

The North East Fund is a £120m investment programme available to SMEs across Durham, Northumberland and Tyne and Wear. There are five funds – each with a different investment focus to suit the needs of SMEs depending on the sector in which they operate. Join us for breakfast to find out what the funds are and what investments can be made in the North East. There will also be an opportunity for you to meet the fund managers who will be able to explain their funding criteria.

Speakers

James Callaghan, ICAEW regional director – role of finance in boosting the local economy, how members and their clients could benefit from engaging with these funds
Jason Hobbs, The North East Fund Limited –
role of funds in NELEP economy, structure of funds

Panel of local fund managers – one year on … what have the fund managers seen? what businesses are getting funded? key takeaways for advisors?

Yvonne Gale, NEL Fund Managers – Small Loan Fund and Growth Capital Fund
Rick Chanley, Northstar Ventures –
Innovation Fund
Ian Wilson, Mercia Fund Managers –
Venture Fund
Michael Dickins, Maven Capital Partners – Development Capital Fund
Mark Wilockson, British Business Bank – Start-up Loans and Northern Powerhouse Investment Fund for members or with clients in Teesside and Cumbria

The Panel Q&A will be chaired by James Callaghan, ICAEW

Cost
Rate Cost
Price No Charge

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Northern Society Business and Awards Dinner with Jo Caulfield

Northern Society of Chartered Accountants Business and Awards Dinner will be on Friday 11 October 2019.

Join Keith Proudfoot, President of Northern Society of Chartered Accountants, fellow Northern Society members and their guests for an inspiring talk by our keynote speaker Jo Caulfield.

Our Business and Awards Dinner will be held on Friday 11 October 2019 in the Banqueting Hall, Civic Centre, Newcastle upon Tyne from 6.45pm until late to allow for informal networking after the meal.

Event information

Our principal guest speakers this year will be Jo Caulfield and ICAEW President Fiona Wilkinson.

During the course of the evening we will raise funds in support of Macmillan Cancer support.

Event information

Why you should attend:

  • meet fellow ICAEW members, their guests and ICAEW staff – it’s a great chance to network
  • meet ACA students and celebrate their exam successes and achievements
  • Order of Merit, Presidents Awards will be announced
  • we will raise funds in support of Macmillan Cancer Support.

Recognition awards will be presented to:

  • Order of Merit Advanced Stage ICAEW exams – highest scoring student of the year
  • Order of Merit Professional Stage ICAEW exams – highest scoring student of the year
  • The Presidents’ Award

Pre-dinner drinks 18:45, Dinner 19:30.

Dress Code: Black Tie/Posh frocks

Special message for sole practitioners and members in business:
Again we will be hosting tables exclusively for Members in Practice and Members in Business allowing the opportunity to be seated with fellow chartered accountants.
If you think that this would be applicable to you then please contact Joanne Lucking to discuss this further.

Programme
Time Description
18:45 Drinks reception
19:30 Guests take their seats
Dinner
Awards Ceremony
Charity raffle
Keynote speaker
Followed by networking
01:30 Carriages
Cost
Rate Cost
Early bird (Expires 30 August 2019) £58.33 + VAT
Standard rate £62.50 + VAT
Retired/younger members (under 35)/Students/Past Presidents* £41.67 + VAT
   

*Please email the Events information team at events@icaew.com confirming which discount would need to be applied to your booking. We will apply the discount for you and place in your online basket so that you can proceed to book online.

Guest Speaker – Jo Caulfield

Jo Caulfield is a stand-up comedian, host, and comedy writer. She has worked on some of the biggest shows, and with some of the biggest names, in British comedy.

Not only has Jo been the regular warm-up performer for Have I Got News For You for many years, she has appeared as a guest on the show, as well as on Mock The Week and Never Mind The Buzzcocks. Jo has also appeared on Michael McIntyre’s Comedy Roadshow.

On Radio 4, Jo has her own acclaimed shows, It’s That Jo Caulfield Again and Jo Caulfield Won’t Shut Up, as well as regularly appearing on shows including The News Quiz, The Now Show, and The Unbelievable Truth. She has written for Ruby Wax, Joan Rivers, Ant and Dec, and Graham Norton, who said of Jo, ‘I never knew I could like a woman so much’.

Charity

Helping everyone with cancer live life as fully as they can.

We provide practical, medical and financial support, and campaign for change.

At Macmillan, we know how a cancer diagnosis can affect everything. So we’ll help you find your best way through. From advice about money and work, to someone who’ll listen if you just want to talk, we’re here when you need us most. Read more at Macmillan Cancer Support.

 

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Thrive in Retirement – CABA

Explore the practical and emotional aspects of retirement and start planning your transition.

Thrive in retirement – a wellbeing and personal development workshop

Audience: practice / business

Duration: 90 minutes

This workshop offers an introduction to exploring the practical and emotional aspects of retirement for both single people and those in relationships. As well as offering a chance to start planning your transition, it will help you mitigate the risks associated with retirement such as social isolation, loss of confidence and loss of identity so that you can maintain energy, purpose and fulfilment in this chapter of your life.

Key outcomes

  • Reflect on, and identify, key elements in your retirement plan
  • Identify and apply the Six Key Factors for retirement
  • Mitigate the risks in retirement
  • Take away a wide list of tips and ideas for generating a fulfilling retirement

Suitable for

Anyone approaching or in early retirement who would like to gain a better understanding of how to enhance their retirement, focusing on wellbeing rather than financials.

Price

This workshop is free for ICAEW members.

Please note: registration starts 30 minutes earlier than the start time listed.

 

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Munro Walk – Mount Keen

Join us and ICAEW Members in Scotland for a social walk to the Munro summit of Mount Keen in Glen Esk in Angus.

Description

This year our guided Munro Walk, to which all IMS (ICAEW Members in Scotland) members as well as family and friends are welcome, will ascend the Munro summit of Mount Keen in Glen Esk in Angus. Mount Keen is Scotland’s most easterly Munro. It is situated in the eastern Cairngorms, and gives excellent walking with wide panoramic views (weather permitting!).

Cost
Rate Cost
Price No Charge
Guide

Aruthur Custance
Arthur Custance is an ICAEW member who was a partner with Armstrong Watson in Carlisle before retiring from full-time practice and moving north to Kinlochleven. Arthur now has more time to pursue his passion for walking. He has been a keen walker since he was a teenager, and has climbed all the Munros and Corbetts in Scotland as well as all the Wainwright summits in the English Lake District.

Directions to starting point

From all directions other than from Inverness or Aberdeen the best way is to proceed to Perth and then follow the A90 road as far as Brechin. The A90 bypasses Brechin. At the far end of the bypass leave the A90 and take the B966 road and follow this through Edzell. About one mile beyond Edzell the road crosses a bridge over the River North Esk. About 200 yards beyond the bridge take the road on the left signed “Tarfside” and “Invermark”. Follow this road for fifteen miles to the car park near the end of the public road.

If travelling from Inverness take the A9 south as far as Dunkeld. Here take the A923 to Blairgowrie and here join the A926 and follow this through Kirriemuir to its junction with the A90. Directions thereafter as above.

If travelling from Aberdeen take the A90 south as far as Brechin and here take the B966. Directions thereafter as above.

When arriving at the start please introduce yourself to Arthur Custance, who will be leading the walk. For those who do not know him he will be driving a blue Volkswagen Passat.

Accomodation

Anyone wishing to stay at the Glenesk Hotel can make a booking direct with them (phone +44 (0)1356 647 333). There are also a number of b & bs in Edzell: https://www.visitscotland.com/info/towns-villages/edzell-p241451

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Return to work with confidence – CABA

Gain practical tips to boost your confidence and develop the skills to make returning to work a smooth process.

Return to work with confidence – a wellbeing and personal development workshop

Audience: practice / business

Duration: 3 hours

Having a break from working life can leave you feeling you lack the confidence to return to work. Your own thought patterns and feelings of fear and anxiety can make the process even more difficult. This workshop will help you overcome these challenges. With a focus on overcoming negative thinking and practical tips to boost your confidence, you will develop the skills to make returning to work a smooth process.

Key outcomes

  • Explore the thoughts and feelings experienced when returning to work after a period of absence
  • Know how to deal with negative thoughts
  • Identify some strategies of how to minimise fears and manage anxiety
  • Recognise the importance of acknowledging yourself and what you have to build self-esteem and confidence

Suitable for

Anyone who has had a career break for any reason and would like to build their confidence to help them return to work.

Price

This workshop is free for ICAEW members.

Please note: registration starts 30 minutes earlier than the start time listed.

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Practical Tax Conference 2019

The Residential Tax Conference that covers the topics that matter to you, your practice and your clients.

Save the date – More information will be available as arrangements are confirmed.

Course information

Join some of the UK’s most respected tax experts, industry professionals and other in-demand speakers to explore the latest on the tax developments, issues and changes that matter most to practitioners.

This ever-popular event not only gives you the chance to hear from some of the best speakers on the circuit, but also gives you the opportunity to explore the issues with them via panel sessions and during more informal networking breaks.

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Tyne and Wear Sole Practitioners Lunch – February – Small Loan Fund

Join us for our monthly Tyne and Wear Sole Practitioners’ lunch to meet like minded ICAEW members.

Come along to a monthly lunch for sole practitioners or those working in 1-2 partner firms to meet members with similar situations to support and share best practice.

Our monthly event will commence with a light lunch followed by a speaker or discussion on a topical matter. This event is run by ICAEW members for ICAEW members.

Event information

For the first half of 2019 we have the following topics planned:

Session Speaker
6 February – Small Loan Fund Yvonne Gale, NEL Fund Managers
6 March – A Practical Tax Q&A Emma Glover
3 April – Cyber Security Jonny Green
1 May – Making Tax Digital General Discussion
5 June – QAD update Christine Lawrence, Quality Assurance Manager, ICAEW
3 July – Key issues accountancy firms have with their practice marketing & client communication and how to solve them Laurence Vogal
Cost
Rate Cost
ICAEW Member £12.50 + VAT
Programme
Session Description
12:30 Arrival
12:45 Lunch
13:15 Speaker/discussion
14:00 Close
About Northern Society of Chartered Accountants

Northern Society of Chartered Accountants (NorSCA) represents 4,000 ICAEW members and ACA students working in business and the finance profession across the North East of England, Teesside, northern Yorkshire and Cumbria.

We have been assisting businesses in the north of England and producing chartered accountants for over 130 years.

About ICAEW

There are over 1.7m chartered accountants around the world – talented, ethical and committed professionals who use their expertise to ensure we have a successful and sustainable future.

Over 149,000 of these are ICAEW Chartered Accountants. We train, develop and support each one of them so that they have the knowledge and values to help build local and global economies that are sustainable, accountable and fair.

We’ve been at the heart of the accountancy profession since we were founded in 1880 to ensure trust in business. We share our knowledge and insight with governments, regulators and business leaders worldwide as we believe accountancy is a force for positive economic change across the world.

ICAEW (Institute of Chartered Accountants in England and Wales) is a founder member of Chartered Accountants Worldwide and the Global Accounting Alliance.

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Visit to Nissan Manufacturing UK factory in Sunderland

Join us for a tour of one of the most productive car plants in Europe.

We are delighted to announce that Nissan Manufacturing UK (NMUK) has kindly agreed to again host a tour of its car manufacturing plant in Sunderland.

Event information

The NMUK plant was opened in 1986 and became the sole supplier of the Nissan Bluebird to the UK market. Ongoing development has brought Britain’s largest car plant to today’s impressive employment figure of circa 7,000 people and the fastest in UK Automotive history to reach the three million mark with one model, the Nissan Qashqai.

During a full tour of the site, we will get the chance to visit the Press Shop where steel panels are pressed with over 5,000 tonnes of force, the Body Shop which is home to over 1,000 robots and Final Assembly where around 3,000 parts are fitted to the car body.

The visit at its plant just off the A19 on Washington Rd, Sunderland, Tyne and Wear SR5 3NS, will comprise a short introductory session followed by the tour at 5pm. As the tour will involve walking up to 3 miles, it is physically demanding. Anyone who has a heart pacemaker fitted cannot take the tour.

Numbers are strictly limited and bookings will therefore be allocated on a first-come-first-served basis. Please therefore only book if you intend to come otherwise you could be taking a place that could have been taken by someone else.

The use of cameras, phones or recording devices is forbidden and all attendees must:

  • Wear long trousers, long sleeved tops and enclosed, flat, sturdy shoes;
  • Having parked, please check-in at the main security gate at 4.15pm. You will then be directed to an on-site meeting point. Please be aware of traffic conditions at that time!

Unless all places have been taken beforehand, the closing date for online bookings is Friday 1st February 2019. It is essential that you specifically name all attendees as security will check all visitors against the list of bookings that they will have received in advance.

Cost
Rate Cost
Price No Charge

Numbers are strictly limited and bookings will therefore be allocated on a first-come-first-served basis. Please therefore only book if you intend to come otherwise you could be taking a place that could have been taken by someone else.

Programme and security
Session Description
16:15 Check in at main security gate
Introductory session
17:00 Tour of plant*
20:30 Close

As the tour will involve walking up to 3 miles, it is physically demanding. Anyone who has a heart pacemaker fitted cannot take the tour. Wear long trousers, long sleeved tops and enclosed, flat, sturdy shoes.

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News

Finalists for 2019 Northern Society Awards announced

Finalists for 2019 Northern Society Awards announced

16 September 2019

Northern Society of Chartered Accountants is delighted...

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Comedy: it’s a funny business

Comedy: it’s a funny business

6 September 2019

As the Edinburgh Festival Fringe draws to...

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Message from our President – Autumn 2019

Message from our President – Autumn 2019

6 September 2019

Here is the Autumn 2019 Message from...

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Events

Retired Members: Afternoon tea and Theatre Royal Talk

Retired Members: Afternoon tea and Theatre Royal Talk

23 October 2019

Join us for afternoon tea and teatime...

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Charity financial statements update

Charity financial statements update

24 October 2019

The course is relevant to Partners, managers...

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An introduction to charities

An introduction to charities

24 October 2019

This introductory course is targeted at accountants...

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