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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Tour of Tyne and Wear Metro

Join us for a tour of one of the most iconic methods of transport in Tyne and Wear.

We are delighted to announce that Nexus have kindly agreed to host a tour of the Metro control room, the traction maintenance depot and a city centre underground station.

Event information

The Tyne and Wear Metro, which is owned and operated by the Tyne & Wear Passenger Transport Executive (t/a Nexus) opened in stages between 1980 and 1984 with extensions to Newcastle Airport in 1991 and Sunderland in 2002.

A large part of the Metro network was a conversion from the local British Rail network with some new sections of underground track and stations built in central Newcastle and Gateshead, linked together by the QEII bridge that spans the River Tyne.

Although it is a locally owned railway, it is part of the national rail network. It has 60 stations which Nexus manages, with the exception of Sunderland station where Northern Rail are the facility owner. The network has approximately 78km of track on which 450 services operate each weekday.

Since 2010 Nexus has renewed or replaced track, overhead power lines, bridges and tunnels and has also introduced new technology by replacing key communications systems.

Throughout the decade, Nexus will have invested over £350 million, but this critical investment will continue throughout the next decade also, with Nexus currently finalising its application for new funding as part of the Government’s Spending Review 2019. This will be in addition to the £337 million that the Chancellor of the Exchequer announced in the autumn 2017 budget for a new fleet of Metrocars and new depot facilities.

The Metro employs over 800 staff and has a gross operating budget in excess of £100 million per annum.

The visit will include a tour of the control room, traction maintenance depot and a city centre underground station as well as a brief presentation on the history and future plans of the metro.

The tour will involve some walking and will include using steps. If anyone wishes to attend who is unable to walk a reasonable distance unaided or use steps please let us know as soon as possible, as it may be possible to attend the event given enough notice.

Numbers are strictly limited, and bookings therefore will 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
Time Activity
09:30 Meet at Central Station Metro Concourse and then leave to travel to South Gosforth for a tour of the control room. This will illustrate the movement of the trains, CCTV, social media updates and how the controllers react if an incident occurs.
10:45 Tour of the current Gosforth Depot which is over 100 years old. The current depot services all the existing fleet and is set to be demolished and replaced in the next few years.
11:30 Return to Central Station for a brief tour of a working station and how it links back into the control room.
11:45 Walk to Nexus house where tea and coffee will be provided, listen to a presentation detailing the history of the Metro system, the operational strategy and the future plans. Plus, your chance to ask burning questions.
12:30 Wrap up of event at Nexus House.
Important Information

The use of cameras, phones or recording devices will be forbidden in certain areas and all attendees must:

  • Bring photgraphic ID such as a driving licence or passport
  • Wear sturdy, flat shoes and suitable clothing for a depot tour, such as a warm coat
  • Meet at 9.30am on the Central Station metro concourse by the ticket machines
  • Unless all the places have been taken beforehand, the closing date for online bookings is Friday 27th September 2019. It is essential that you specifically name all attendees as this information is required for Nexus security
Cost
Rate Cost
Price No Charge

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Visit to Greggs plc

Join us for a lecture from one of the most iconic food brands in the UK

In recent years the market Greggs operates in, and their customers’ expectations have undergone huge change with the result that their business model was coming under pressure – it was time for change!

Event information

They’ve been on a journey to transform Greggs from a traditional bakery business into a contemporary food-on-the-go retailer, and while their plan is working the market is fiercely competitive and changing fast.

Join Greggs CFO, Richard Hutton to hear more about their transformation journey. 

Important information

Numbers are strictly limited, and bookings therefore will 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 will be forbidden in all areas.

Unless all the places have been taken beforehand, the closing date for online bookings is Friday 14th June 2019. It is essential that you specifically name all attendees, as this information is required for Greggs security.

Programme
Time Session
16:00 Meet at Greggs, contact and parking information to be supplied
16:05 Refreshments provided
16:15 ‘Greggs fit for the future’
17:30 Q & A session
18:00 Wrap up of event at venue
Cost
Rate Cost
Price No Charge
ICAEW Member No Charge
Non-Member No Charge

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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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Teesside Joint Supper 2019

One of Tees Valley’s most popular networking events.

A fantastic opportunity to network with professional service contacts throughout Teesside. Early booking is recommended.

Event information

The evening will be a great opportunity to network as over 150 professionals representing more than 43 organisations in accountancy, banking, law, IFA’s and IP’s across the Tees Valley attended last year’s event.

The evening will include a three course meal followed by a quiz.

Please book places early to avoid disappointment.

Formalities conclude by 22:00, networking and bar available until 23:00.

Bookings close 12:00 on 25 March 2019.

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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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Tax update for business members

Those working in industry and commerce who need to keep abreast of current tax developments.

This course is specifically designed to meet the needs of accountants working in business. The emphasis is on recent developments in company and employee taxation as well as relevant VAT changes. Comprehensive notes and copies of slides are provided which facilitate future reference.

Event information

This course provides a concentrated update on the points that those in business need to be aware of:

  • Autumn Budget announcements
  • Feedback on Employment Status and IR35 consultations
  • Other key consultations affecting businesses
  • Current developments in company taxation
  • Topical employee taxation issues
  • Value Added Tax developments particularly Making Tax Digital
  • HMRC pronouncements and recent tax cases

Registration from 09:00.

Bookings close 7 November 2018.

Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

 

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Northern Society Business and Awards Dinner with Alan Johnson

Northern Society of Chartered Accountants Business and Awards Dinner will be on Friday 12 October 2018.

Join Alan Johnston, President of Northern Society of Chartered Accountants, fellow Northern Society members and their guests for an inspiring talk by our keynote speaker Rt Hon Alan Johnson.

Our Business and Awards Dinner will be held on Friday 12 October 2018 in the Banqueting Hall, Civic Centre, Newcastle upon Tyne from 6.45pm until late to allow for informal networking after the meal.

Our principal guest speakers this year will be ex-postman, union leader, Home Secretary and (for a brief period) Shadow Chancellor Alan Johnson and ICAEW President Paul Aplin.

During the course of the evening we will raise funds in support of Hospice at Home Carlisle and North Lakeland. Your donation will be kindly funds matched by Barclays Business.

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 Hospice at Home Carlisle and North Lakeland. All monies raised will be match funded by Barclays Business

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.

Cost
Rate Cost
Price £66.67 + VAT
Earlybird price (bookings before 31 August 2018) £58.33 + VAT
Retired/younger members (under 35) * £37.50 + VAT
Sole practitioners / Business member rate* £54.16 + VAT
DS Presidents* £0.00 

*Please email the Events information team 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. 

Programme
Time Description
18:45 Drinks reception
19:30 Guests take their seats
Dinner
Awards Ceremony
Charity balloon pop
Keynote speaker
Followed by networking
01:30 Carriages
Speakers
Rt Hon Alan Johnson

Orphaned at 12, Alan Johnson started his working life stacking shelves at Tesco. He then became a postman and union official before rising through the New Labour ranks to hold one of the great offices of state as Home Secretary. But despite his meteoric success he does still have one regret – that his early ambition to become a pop star will (probably) never come to fruition.

After serving as General Secretary of the Communication Workers Union, Alan entered Parliament in the 1997 landslide as MP for Hull West and Hessle. He soon climbed the junior ministerial ladder, with a series of portfolios from competitiveness and employment relations to higher and further education – despite having left school at the age of 15.

Seven years after entering parliament Alan was brought into Cabinet as Secretary of State for Work and Pensions. In less than a year he was promoted to Trade and Industry and then Education and Skills, before Gordon Brown became Prime Minister and moved him to Health. He stayed at the helm of Labour’s flagship department for two years, before taking over from Jacqui Smith at the Home Office where he remained for the rest of the Labour term of office.

Alan has served as a Director of Unity Trust Bank, on Labour’s National Executive Committee and on the Council of the TUC and of Ruskin College, Oxford. After 20 years as an MP, Alan stepped down from Parliamentary life, but remains an active voice in Labour politics, and on Brexit and electoral reform. He is a regular in the media, often appearing on the This Week sofa and even fronting his own programme on Radio 4, Alan Johnson: Failed Rock Star.

His moving, entertaining and passionate memoir This Boy won the prestigious Orwell Prize for non-fiction, and its sequels Please, Mr Postman and The Long and Winding Road were equally acclaimed.

Paul Aplin

Paul Aplin, President of ICAEW joined A C Mole & Sons with an honours degree in biology and chemistry in 1980. He qualified as a Chartered Accountant in 1985; a member of the Chartered Institute of Taxation in 1989 and became the firm’s first tax partner in 1992.

He has served as Chairman ICAEW Tax Faculty and until May 2016 chaired its Technical Committee. He writes for various tax and accountancy journals and is regularly quoted on tax issues in the national press. He is a member of the Tax Journal editorial board. Paul acts for a wide range of personal and company tax clients.

Paul was named Tax Personality of the Year in the 2007 UK Tax Awards for the part he played in persuading the government to reverse its decision to shorten the tax return filing deadline. He received the Outstanding Industry Contribution award in the 2013 British Accountancy Awards and was listed as 7th in the Accountancy Age 2014 “Financial Power List” of people who influence tax and financial policy in the UK.

He was appointed OBE in The Queen’s Birthday Honours List 2009 for public service and services to the accountancy profession.

Away from the office he is a keen hill walker and climber, with a 21,000′ Himalayan and many high Alpine peaks to his credit; his other interests include photography (he is a licentiate of the Royal Photographic Society), keeping ducks and walking his border collie.

Charity

Hospice Care is not just about buildings or services; it is a philosophy that places the patient, family and carers at the heart of care. It can be provided in hospitals, hospices and the community which may include the patient’s own home, residential care or anywhere the patient considers home.

Hospice at Home Carlisle and North Lakeland (Hospice at Home) provides high quality care and support for adults who have palliative and end of life care needs, and also for their families and carers. Hospice at Home supports and cares for patients and carers, husbands and wives, mothers and fathers, brothers and sisters, partners and friends.

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Cumberland Society of Chartered Accountants Annual Dinner

On behalf of the Cumberland Society of Chartered Accountants Clare Garrison is delighted to invite you to their Annual Dinner on Friday 9 March 2018 at The Halston Aparthotel, Carlisle at 19:00 for a 19.30 start.

The dinner, which is black tie, will commence with a drinks reception at 19:00 attended by a photographer from Carlisle Living Magazine.

A three course meal will be served from 19.30 followed by speeches from the chair and our ICAEW guest and will also include a raffle in aid of a local charity, the Great North Air Ambulance.

Tables of 8 and 10 will be available along with mixed tables for individual members wishing to attend.

We want to give our guests a choice of starter, main and dessert however this must be pre-ordered

Menu

STARTERS

Chicken Liver Parfait(NF)
Homemade chutney, rustic Melba toast and mixed baby leaf

White Bean and Bacon Soup (GF) (NF)

Smoked Brie Mousse (V) (NF)
With vegetable crisps and grissini bread sticks

MAIN COURSE

Roast Chicken Supreme (GF) (NF)
Honey roast carrots and parsnips, fondant potato with a red wine jus

Braised Blade of Beef (GF) (NF)
Grain mustard mash, roast root vegetables, broad beans with a thyme jus

Baked Salmon (GF) (NF)
Lemon and caper crushed new potatoes, roast fennel, brown shrimp and lemongrass velouté

Feta, Olive and Tomato Tartlets(V)

DESSERT

Homemade sticky toffee pudding
butterscotch sauce and cinnamon ice cream(V) (NF)

Chocolate brownie
white chocolate and marshmallow ice cream

Lemon and lime posset
tamarillo and basil jam, with pistachio, white chocolate and cranberry biscotti

Please could you indicate at time of booking your choice of menu where no choices are provided we will assume that the following “standard three course meal” has been chosen; White Bean and Bacon Soup, Braised Blade of Beef and Chocolate Brownie.

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Teesside Society 2017 Annual Dinner at Wynyard Hall

Teesside Chairs Emma and Angela - Northern Society of Chartered AccountantsEmma Read and Angela Foster, Co-Chairs of the Teesside Society of Chartered Accountants (TSCA), invite you and your clients, colleagues and friends to our Annual Dinner on Friday 24 November 2017 at Wynyard Hall from 18:45 until late.

Teesside Dinner - Northern Society of Chartered AccountantsLook forward to a special evening this November – you don’t have to be a Chartered Accountant to enjoy the evening with us – our dinner is open to all.

We would love for members to bring their colleagues, clients and guests to enjoy a memorable evening and a superb networking opportunity.

Our principal guest speaker this year will be Lembit Opik.

During the course of the evening we will hold a raffle to raise funds for MFC Foundation which has been kindly match funded by Barclays Business.

Teesside 2017 - Northern Society of Chartered AccountantsCost

Tickets are £41.67 + VAT

Online booking closes on Friday 10 November.

Speaker – Lembit Opik

Lembit-OpikBangor

Born in 1965 in Bangor, Northern Ireland to Estonian parents, Lembit Öpik is one of the most characterful and recognised politicians of his generation.

Newcastle upon Tyne

In 1988, after some dramatic years in student politics, Lembit joined American multi-national giant Procter & Gamble, where he worked in the advertising department on a number of household brands including Ariel and Fairy Liquid, rising to the role of Global Human Resources Training & Development Manager.

At the same time he pursued a parallel career in politics as a Liberal Democrat councillor in Newcastle upon Tyne.

Drinks-at-Teesside-Dinner - Northern Society of Chartered AccountantsMontgomeryshire

In 1997, Lembit was elected to Parliament as the MP for Montgomeryshire in Wales. Very quickly he began to be recognised as one of the more energetic and entertaining MPs in the country, with regular appearances on everything from Question Time to Ant & Dec’s Saturday Night Takeaway, and most of the major entertainment shows in between.

‘The show had to go on’

In 2010, Lembit lost his seat in one of the most surprising results of the General Election. Despite this blow, 5 hours later he kept his promise to appear on the election special edition of Have I Got News for You in what was regarded as one of the strongest performances for any politician on the show. As Lembit said ‘I lost my seat, not my resolve. The show had to go on.’

TSCA - Northern Society of Chartered AccountantsSince then, contrary to expectations, Lembit has continued to increase his profile and in 2010 appeared on the blockbusting reality show I’m a Celebrity – get me out of here!

In August 2016 Lembit performed in the comedy Rocking Your Vote in which he played himself. The play was on the Edinburgh Fringe Festival.

In November 2017 Lembit will be able to add entertaining to his many feats! Don’t miss it!

In support of MFC Foundation


MFC Foundation works across Teesside, delivering sport, health, education and inclusion projects that raise aspirations and change lives amongst the most vulnerable and disadvantaged in local communities.

MFC-Foundation-logoMFC Foundation was set up by Steve Gibson in 1996 as the independent charitable arm of Middlesbrough FC. Though it uses the official ‘Boro’ brand to engage with various members of the community, MFC Foundation exists as a separate entity from the football club.

‘Our mission is simple, by harnessing the passion and power of the Football Club brand, we work to raise aspirations and improve the life chances of young people and adults across Teesside.

We work in some of the most disadvantaged areas of Teesside, engaging with those who are hard to reach through the delivery of inspiring sport, education, health and inclusion projects.’

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Farming Conference

This full day conference has been designed to update you on hot topics for those that have farmers are their clients. Lunch and refreshments are included within the cost of the course.

Topics covered and programme for the day:

0900 Registration and refreshments

0930 Welcome & introductions

0930 Succession planning – Heather Wildman, Saviour Associates

1115 Refreshment break

1130 Agriculture and Income tax – some common pitfalls including the HMRC campaign on sideways loss relief – Bob Trunchion, MacIntyre Hudson

1300 Lunch

1400 IHT/CGT Planning – Bob Trunchion, MacIntyre Hudson

1500 Refreshment break

1515 Benefit of Benchmarking – Robert Craig, Dairy Farmer

1600 The state of the farming industry – Neil Wilson, HSBC

1645 Q&A

1700 Close

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