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Northern Society of Chartered Accountants

At the heart of northern business since 1882

What makes a good audit junior?

Northern Society of Chartered Accountants www.norsca.co.uk

This seminar is aimed at those with up to two years’ experience with little or no understanding of audit.

An audit junior is required to understand the fundamental principles of an audit and the relevant audit assertions. This seminar, targeted at those with up to two years’ practical experience, will provide participants with a range of practical tools to develop their skills and competence in the field.

Event Information

Topics covered include:

  • Understanding the audit assertions and directional testing
  • Documenting systems notes and performing walk through tests
  • How to question, and listen, effectively when talking to client staff
  • Using analytical skills and common sense when carrying out audit work
  • Documenting work and producing good quality working papers
  • When and how to seeking assistance from seniors, managers and partners

Who should attend the seminar?

  • Staff in accounting firms with little or no experience in auditing but who want to learn more
Cost – in person course
RATE COST
Price £60.00 + VAT
Speaker

James Charlton
James is an experienced trainer specialising in financial reporting, both UK GAAP and IFRS, audit and the charity sector. James also has experience in the banking and insurance sectors.

James spent a number of years in professional examination training before entering the world of CPD training. He brings energy and interactivity to every course that he delivers.

James has also worked in the audit technical team at a national mid-tier firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files.

Northern Society CPD programme 2022

Northern Society runs a full programme of CPD courses that are open to all. Details of our 2022 programme are set out below.

Date Session Speaker
24 March 2022 What makes a good audit senior? James Charlton
30 March 2022 A very practical Tax update – what you need to know Rebecca Benneyworth
30 March 2022 Employment Taxes – an absolutely essential update Rebecca Benneyworth
28 April 2022 Spring Tax update Bob Trunchion
12 May 2022 Common disclosure errors in financial statements John Selwood
23 June 2022 The A to Z of small and micro entity accounts Peter Herbert
22 September 2022 Making Tax Digital – less than 130 days to go Rebecca Benneyworth
22 September 2022 25% Corporation Tax – are there any small business Tax planning issues left? Rebecca Benneyworth
11 October 2022 What makes a good audit junior? James Charlton
19 October 2022 Are you ready for changes in auditing in 2023? John Selwood
17 November 2022 Property Accounting – all the important considerations for accountants Peter Herbert
1 December 2022 Autumn Tax update Bob Trunchion

 

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3-part manager mini-series: Building a strengths-based team

Northern Society of Chartered Accountants   norsca.co.uk

A series of seminars for young members to help develop your career.

The ability to effectively work with and influence business partners and clients is dependent on good quality relationships, which are in turn built on trust.

Event Information

 

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he business partnered and influenced executives on a $4.5BN P&L.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date 

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

3-part manager mini-series: Coaching skills for managers

Northern Society of Chartered Accountants   norsca.co.uk

A series of seminars for young members to help develop your career.

The ability to effectively work with and influence business partners and clients is dependent on good quality relationships, which are in turn built on trust.

Event Information

 

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he business partnered and influenced executives on a $4.5BN P&L.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

3-part manager mini-series: First time manager skills

Northern Society of Chartered Accountants   norsca.co.uk

A series of seminars for young members to help develop your career.

Most new managers don’t receive any formal training on great management, yet it’s one of the best ways to drive impact in your organisation. To put this into context: the majority of unhappy employees don’t leave jobs, they leave managers.

Event Information

In this session, attendees will understand what good management is and why it matters. WE discuss key manager traits and attributes, and cover some of the key manager processes: having great 1:1s, giving feedback, setting development plans and motivating teams.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft. Oliver has been managing teams for over 15 years, with consistently strong employee feedback scores, and has now become a full time coach.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

Get productive with Microsoft Office – Teams, OneNote, SharePoint and Planner

Northern Society of Chartered Accountants   norsca.co.uk

A series of seminars for young members to help develop your career.

In a rapidly evolving world of technology in finance, Microsoft Office – now Microsoft 365 – offers a range of productivity tools that most of us use in our daily work. The ability to make the most of the features of these tools will impact our effectiveness at getting things done.

Event Information

In this session, attendees will understand why effectively using Microsoft 365 matters, how to make the most of Teams for collaboration, how OneNote can help transform team work and what SharePoint, Planner and Power Automate can do for our productivity.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where as part of the Microsoft Modern Workplace finance team, he partnered product leaders to help develop the tools we use on a daily basis.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

Communication – Having great quality conversations – asking great question, listening & selling not telling

Northern Society of Chartered Accountants    norsca.co.uk

A series of seminars for young members to help develop your career.

Communication is a critical skill for increasing the impact of our work, whether in industry or practice. The ability to partner with our teams, business partners and clients will determine our effectiveness in our roles as finance professionals.

Event Information

In this session, attendees will understand what great communication looks like. We’ll discuss how the quality of our questions and how we listen can improve relationships and business impact. We’ll cover how selling rather than telling can improve our influence, and think through how the language we choose can alter outcomes.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he business partnered and influenced executives on a $4.5BN P&L.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

Influencing skills – build trust to influence

Northern Society of Chartered Accountants   norsca.co.uk

A series of seminars for young members to help develop your career.

The ability to effectively work with and influence business partners and clients is dependent on good quality relationships, which are in turn built on trust.

Event Information

In this session, attendees will understand the key factors of building great relationships and trust with business partners and clients. We’ll discuss the trust equation, and the components that go into building trust. We’ll focus on 2 specific areas that finance professionals find harder to master, and how to deal with them. We’ll also cover how influence works and the 6 key factors we can use to drive business impact.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he business partnered and influenced executives on a $4.5BN P&L.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

More

Presenting with Confidence and Impact – getting your key messages across

Northern Society of Chartered Accountants    norsca.co.uk

A series of seminars for young members to help develop your career.

The ability to communicate and present effectively is becoming increasingly important in a world shifting its focus to value-add and away from process work. In both practice and industry, finance professionals at all stages of their career are required to present with confidence in order to generate influence and business impact.

Event Information

In this session, attendees will understand the key challenges of getting messages across to audiences. We’ll discuss the importance of knowing your audience, balancing competence and likeability, understanding and using presence, maintaining confidence and handling nerves and dealing with dealing with surprises. We’ll share some practical tips, and some important dos and don’t for engaging an audience. We’ll also briefly cover effective presenting over video calls – a critical skill for an increasingly remote first working environment.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he gained first-hand experience of presenting to and influencing executives up to C-suite level.

Cost
Rate Cost
Price No Charge
Further events in the programme
Date  

 

Time Event
20 Jan 2022 12.30-13.30 Career management – getting promoted, moving from practice to industry & developing new skills 
17 Feb 2022 12.30-13.30 Presenting with Confidence and Impact – getting your key messages across 
17 Mar 2022 12.30-13.30 Influencing skills – build trust to influence 
07 Apr 2022 12.30-13.30 Communication – Having great quality conversations – asking great question, listening & selling not telling 
26 May 2022 12.30-13.30 Get productive with Microsoft Office 
23 Jun 2022 12.30-13.30 3-part manager series: First time manager skills 
14 Jul 2022 12.30-13.30 3-part manager mini-series: Coaching skills for managers
11 Aug 2022 12.30-13.30 3-part manager mini-series: Building a strengths-based team

 

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Powering the North – Economic summit

Which sectors will lead the recovery in the North?

As the UK starts to recover from the fall out of the pandemic and business confidence is starting to return to positive territory, this economic update will look at how the ‘Northern Powerhouse Region’ is recovering, and which sectors will lead in this recovery.

We will hear from Mauricio Arminelli, Bank of England Local Agent for the North East as well as Andrew McPhillips, Chief Economist at the Northern Powerhouse and John Ashcroft, The Saturday Economist on their views of the northern economy.

Event information

This event will feature key speakers giving their insight into economic recovery across the North with an opportunity for you to get involved in the breakout discussions.

Breakout discussion rooms:

Each breakout room will be hosted by an expert speaker who will give an introduction before taking questions from delegates.

Global Trade Janet Mui Analysing the global economic cycle, assessing supply bottlenecks and understanding geopolitical risks.
Importing & exporting Julie Underwood  
Manufacturing & engineering David Campbell  
Net Zero Dan Parsons Focusing on carbon net zero, renewable energy and flood risk management, and the role of small businesses.
Retail Paul Lewis Managing demand fluctuations, longer-term supply challenges and protecting the people
Skills Lizzie Crowlie Developing the future workforce – what do young people want from work?
Travel, Tourism & Hospitality Stuart McCallum  

Follow the conversation
#ICAEWPoweringtheNorth

Programme

Outline Programme (subject to change)

Time Session
07:55 Virtual meeting room open | delegates invited to join
08:00 Welcome and introductions, Yvonne Gale
  ICAEW Business Confidence Monitor presentation, Iain Wright
  Bank of England Economic update, Mauricio Armellini
  Northern Powerhouse Company, Andrew McPhillips
  The Saturday Economist, John Ashcroft
08:50 Thanks from the host, delegates move into breakout rooms for topic discussions
  Discussion room topics:

Global Trade, Janet Mui

Importing & exporting, Julie Underwood & Jack Simpson

Manufacturing & engineering, David Campbell

Net zero, Dan Parsons

Retail, Paul Lewis

Skills, Lizzie Crowley

Travel, tourism & hospitality, Peter Johnson-Treherne

09:20 Return to main room for overview and key take away statements
09:45 Thank you & close
Speakers – plenary session

Mauricio Armellini, Agent North East, Bank of England

Mauricio has been a member of the Government Economic Service since 2008, when he joined the Department for Work and Pensions to lead teams of analysts in areas of key Ministerial attention such as skills and pensions.

In 2013 he went on secondment to the North East Local Enterprise Partnership, where he worked as Chief Economist until his appointment as Bank of England’s Agent for the North East in September 2014.

Mauricio came to the North East in 2005 to undertake his PhD studies in economics at Durham University, following his MA in Development Economics at Williams College (USA). He also taught economics at undergraduate and postgraduate level at Durham University.

Before leaving his native Uruguay in 2004, he worked as a professional economist in the financial and non-for-profit sectors.  Twitter: @bankofengland

John Ashcroft, The Saturday Economist

John specialises in Economics, Strategy and Financial Markets, working with Professional Firms, Large Corporates and SMEs. In financial markets, John works with eToro and IG TV. His flagship product “The Saturday Economist”, provides a weekly update on the UK and World Economy.

John works with companies as Chair, NED, or advisor, developing strategies for success in an age of rapid change. In November 2019, he was in Moscow as a guest of Gazprom, presenting at their annual strategy conference on “Meeting the Challenge of Digital Disruption”. His publications include case studies on Apple, Lego, Twitter and Yahoo.

John is a Fellow of the Royal Society of Arts, a Companion of The British Institute of Management and a member of the Society of Business Economists and has a PhD in economics.

John has extensive executive & non executive director experience of SME and large businesses in the UK and internationally. John has worked in family owned, institutionally owned, public and private companies. He has worked in corporate finance and corporate development, creating models and profiles for acquisition targets.

John has led on over 50 corporate finance transactions and has worked with First Boston, Bain & Co, Samuel Montagu, Goldman Sachs and many more.

He has experience of public and private sectors and has served on the Board of Marketing Manchester, the AGMA Business Leadership Council, the Council of Manchester Business School, the Board of Inward, the President’s Council of Business in the Community and the President’s Council of the CBI.

He was founding Chairman of the North West Business Leadership Team, a Granada Telethon Trustee and a School Governor. John was Chief Economist GM Chamber of Commerce 2013 – 2015.  Twitter: @jkaonline

Yvonne Gale, Chief Executive of NEL Fund Managers and Non-Executive Director for Finance & Procurement, Office of the Small Business Commissioner

Yvonne joined NEL Fund Managers in 2002. She is responsible for the strategic direction and leadership of all teams within the organisation.

Her role also involves sourcing funds for management, fund design, achieving maximised returns and impact for investors, and investor relations.

Yvonne is a Fellow of the Institute of Chartered Accountants in England and Wales and an Associate Member of the Institute of Economic Development. She holds a DBA, MBA, IOD Diploma in Company Direction. Dr Gale’s area of research is investment decision making. She is also a member of the Advisory and Decision Committee for the UAE Ministry of Finance-backed, Mohammed bin Rashid AED 2 billion Innovation Fund.

Prior to joining NEL, she qualified as a Chartered Accountant with a national accountancy firm and has held senior management positions in several high growth businesses. She brings a wealth of experience to the team of investing in high growth businesses.  Twitter: @YvonneGale_NEL

Iain Wright, Managing Director, Reputation and Influence, ICAEW

Iain joined ICAEW in 2018. He trained as an ICAEW Chartered Accountant with Deloitte and worked for the firm between 1996 and 2003, before moving to the regional development agency in the North East of England, One North East.

In 2004 Iain became Labour Member of Parliament for Hartlepool, having succeeded Peter Mandelson in a by-election. During his time in Parliament Iain was a Minister in Gordon Brown’s Government, fist as Minister for Housing and Planning at the Department for Communities and Local Government between 2007 and 2009 and then as Minister for Schools and Apprenticeships in the Department for Children, Schools and Families from 2009 to 2010.

In opposition Iain was Shadow Minister for Industry between 2011 and 2016. Following the General Election of 2015, he was elected by the House of Commons to Chair the Business, Energy and Industrial Strategy Select Committee, where he led high profile inquiries into the sale of BHS and working practices at Sports Direct.

After deciding to stand down at the 2017 General Election, Iain became Chief Executive of NEIPC, a trade body in the chemicals and processing industries in the North East of England. Iain is a Governor of Middlesbrough College and a trustee of Kings College London’s Industrial Strategy Advisory Board. He also chairs the policy form of the Chartered Institute of Personnel and Development.  Twitter: @iain_Wright

Andrew McPhillips, Chief Economist, The Northern Powerhouse Partnership

His role drives the NPP’s research output, ensuring that the best evidence and economic thinking informs policy proposals. Andrew worked in a similar role at Yorkshire Building Society, creating economic scenarios to determine the organisation’s business planning and advising the board on the economic outlook. He has also worked in the Department for Education, as Strategy Advisor, the Department for Work and Pensions and Department for Transport. Andrew is also President of Leeds Credit Union, and studied Economics at Leeds Beckett University.  Twitter: @NP_Partnership

Speakers – breakout sessions

Global Trade – Janet Mui, CFA, Brewin Dolphin


Janet is Investment Director at Brewin Dolphin and is a voting member of Brewin’s asset allocation committee. She has over 10 years of experience in macro research and was previously the global economist at Cazenove Capital. She is responsible for the commentary and communication of Brewin Dolphin’s macro/investment views to clients and the media. She is a frequent guest on the BBC, Sky news, Bloomberg and CNBC on macro discussions. She won the best industry commentator award at the 2021 City of London wealth management awards. She has a first class Economics degree from the London School of Economics and an MBA in Finance at Cambridge University.  Twitter: @janetmui1 | @brewindolphin 

Importing & Exporting – Julie Underwood, International Trade Director and Jack Simpson, Training and Global Network Adviser, North East Chamber of Commerce

Twitter: @NEEChamber

Manufacturing & engineering – David Campbell, Iidea Ltd


He enjoyed an illustrious career in practice with a great firm, kicking off as a trainee in Sheffield in 1979, and rising eventually to a senior national position with his firm Grant Thornton.

David is an Owner/Director of a small but growing engineering business by the name of IIdea limited, the Chairman of the Board of Directors of engineering group Tinsley Bridge,

A member of the Cutlers Company and Chair, Sheffield based charity Age UK.  Twitter:  @campbers1

Net Zero – Professor Dan Parsons, University of Hull

Professor Parsons is an active researcher in areas related to fluvial, estuarine, coastal and deep marine sedimentary environments, exploring responses of these systems to climate and environmental change, for example understanding how evolving flood hazard translates to risk across the world and how this can impact populations within river basins and low lying coastal environments.

As the Director of the Energy and Environment Institute, he has gathered together a multidisciplinary team of over 130 researchers, has a portfolio of active research grants and projects of over £29M, and hosts flagship MSc programmes, including one addressing Flood Risk Management.  Twitter: @bedform | @UniOfHull 

Retail – Paul Lewis, CFO Lakeland


Paul joined Lakeland from Belron UK where he was Group Finance Director, overseeing a large-scale turnaround with responsibility for Strategy, Finance, Property and HR. Prior to this Paul’s experience included Financial Controller at Autoglass, Commercial Director at start up business AutoRestore and Operational Review roles with Invensys PLC. Paul trained as a Chartered Accountant with KPMG.  Twitter: @LakelandUK

Skills – Lizzie Crowley, Senior Skills Policy Advisor, CIPD


Lizzie is CIPD’s Senior Skills Policy Advisor and leads CIPD’s research and policy development on the UK skills system. Lizzie is a policy and research professional with over 17 years’ experience in the employment and skills arena, having worked with both the public and private sector to develop high-quality research to inform organisational practice, public policy and shape the public debate.  Twitter:  @LizzieCrowley1

Travel, Tourism & Hospitality – Peter Johnson-Treherne, Heritage Great Britain plc

Peter is Group Finance Director at Heritage GB and has 20+ years’ experience as a senior FD in the Tourism sector. Peter is also a current member of the ICAEW Travel & Tourism Advisory Group.

Founded in 1999, Heritage Great Britain operates some of the UK’s top landmark destinations and iconic visitor attractions. Headquartered in Liverpool, its current portfolio stretches from the coastal splendour of Land’s End at the Westernmost tip of Cornwall, to remote John O’Groats in the far North of Scotland.  Twitter:  HeritageGB

Cost
Rate Cost
Price No Charge

 

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General Practitioners’ Discussion Group

A quarterly discussion group for small & sole practitioners.

An opportunity for ICAEW members who work in a small practice or is a sole practitioner to meet to discuss topics that matter to them.

Event Information

Join our quarterly roundtable discussion group for small practice or sole practitioners working across the Northern region.

We will be joined by Sam Wood, Making Tax Digital Agent Lead at HMRC. Sam will be giving us an update on the project and you will also be able to ask questions that are affecting you as an agent but also your clients.  

At each meeting we will get a general update from your ICAEW Practice Committee (IPC) Representative Geoff Little.

Refreshments can be purchased by individuals at the bar.

Cost
Rate Cost
ICAEW Member No Charge

 

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News

EGM called by Northern Society of Chartered Accountants

EGM called by Northern Society of Chartered Accountants

19 September 2023

Notice is given that the Northern Society...

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Finalists for 2023 Northern Society Awards announced

Finalists for 2023 Northern Society Awards announced

4 September 2023

Northern Society of Chartered Accountants is delighted...

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Vera author Ann Cleeves to speak at business dinner

Vera author Ann Cleeves to speak at business dinner

3 September 2023

Northern Society of Chartered Accountants is delighted...

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