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Northern Society of Chartered Accountants

At the heart of northern business since 1882

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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Maximise your ICAEW membership hosted by Northern Society of Chartered Accountants

An exclusive and informative session on what ICAEW can offer it’s members

We are hosting this Maximise Your ICAEW Membership event to help answer that question and many more to inform you about key benefits and services that are included in your ICAEW membership both locally and nationally.

Event Information

During the virtual session you will find information and updates from:

  • Richard Slack, Northern Society Vice President
  • How the Northern Society of Chartered Accountants can help your network
  • Member rewards and exclusive offers
  • Communities
  • Library Services
  • Practice member support
  • Business member support 
  • CABA

There will also be an opportunity for you to ask questions.

Cost
Rate Cost
ICAEW Member No Charge

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Welcome to Northern Society of Chartered Accountants

Join our informal coffee morning to find out about local activities on offer

Join us for our informal coffee morning to find out what activities are on offer to young/recently qualified members locally. This will also be an opportunity for you to network (virtually) with your peers.

Event Information

Our coffee morning will be hosted by Northern Society Committee members Oliver Deacon, Alex Gent and Joe Walsh who will be happy to hear your views.

Cost
Rate Cost
ICAEW Member No Charge
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 1.8m chartered accountants and students around the world – talented, ethical and committed professionals who use their expertise to ensure we have a successful and sustainable future.

Over 181,500 of these are ICAEW Chartered Accountants and students, a powerful and diverse network of talented people, whose initiative and integrity help economies thrive. 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 speak for the profession, uphold standards and campaign for progress in a volatile world. We work with others to develop strong, accountable and open economies where people can trust data, leaders can make good decisions, public finances are transparent and businesses are accountable.

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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General Practitioners Quarterly Meeting – CABA update

A quarterly meeting for small & sole practitioners.

Event information

We will be joined by CABAs representatives who will update members on the well being and resilience resources that are available to members and their families.

Join our quarterly roundtable discussion group for small practice or sole practitioners working across the Northern region. The discussion topics have been suggested by members in practice. At each meeting we will get a general update from your ICAEW Practice Committee (IPC) Representative Geoff Little.

Cost
Rate Cost
ICAEW Member No Charge
Programme
Time Session
12:30 Welcome
12:35 Update from IPC Rep – Geoff Little
12:45 Speaker
13:15  General discussion, sharing of best practice, networking
14:00 Close

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Retired members virtual visit to Beamish Museum

We are delighted to invite our retired members to join us for a further virtual tour of Beamish the living museum of the North.

Beamish is an open air museum located at Beamish, near the Town of Stanley in County Durham, England.The museum’s guiding principle is to perserve an example of everyday life in urban & rural North East, England at the climax of Industrialisation in the early 20th century.

Event information

Our March meeting will see a tour of the 1900s Pit Village, showing a colliery community at the time of Peak Coal production in the North East.

Garage, cars, motorcycles and bikes and cycle works, which are a replica of a typical early 1900s garage.

Co-op Store, grocery, drapery and hardware departments, which was moved from Annfield Plain in County Durham.

Town see how families lived and worked in the years leading up to the First World War.

Pit Village, the Francis Street cottages came to Beamish from Hetton-le-Hole, on Wearside, and were orginally built in the early 1860s by Hetton Coal Company. Six of the original row of 27 homes were moved to the museum in 1976 and rebuilt in the Pit Village.

Whilst this event is predominatly for retired members, if other members wish to attend then you are very welcome to come along.

Tour to cover Pit Village, showing a colliery community.

Speaker

Simon Woolley, Head of Learning at Beamish, The Living Museum of the North.

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Teesside Joint Supper 2021

Join our Teesside Pan Professional Supper Networking Event

A fantastic opportunity to network with professional service contacts throughout Teesside.

Last year’s event attracted more than 100 attendees from the region.

Teesside’s favourite chocolate bars

For 2021, in place of the regular quiz, we will be establishing Teesside’s favourite chocolate bar through a series of knockout ties judged by you the attendees.

Let’s introduce the contenders: (click for more details)

  1. Cadbury’s Dairy Milk
  2. Galaxy bar
  3. Snickers
  4. Cadbury’s Fruit and Nut
  5. Kit Kat (4 fingers)
  6. Terry’s Chocolate Orange
  7. Wispa
  8. Crunchie
  9. Bounty
  10. Dairy Milk Caramel
  11. Mars bar
  12. Twix
  13. Milky Way
  14. Double Decker
  15. Cadbury’s Flake
  16. Curly Whirly

Tonight we will find the answer to the age-long question: What is Teesside’s favourite chocolate bar?

The result will be determined by 4 rounds of discussions by break-out groups.  Attendees will be split across 8 groups – akin to being at a table for our face-to-face Joint Suppers.

There are 16 bars to be discussed (see above and here).

Each group has to consider two bars and establish which one they think is better than the other.  The discussion will end after 7 minutes; groups will get a notification 60 seconds before the groups are closed.  In each breakout group the facilitator/host has a casting vote in the event of a tie within the group.  Each group’s spokesperson will then feed back to the whole audience.

The groups are mixed up for the next round – half the members move on to a new breakout room to enhance everyone’s networking experience during the evening.

The successful 8 bars are then allocated: two bars to two groups.  The groups again discuss and decide who is the winner but must also note the voting of the group’s members.  Again, feedback after discussion closes and if there is a split decision (1 group votes for each bar) then we refer to the individual votes within the two groups.

That gives us semi-finalist 4 bars which are allocated two bars to four groups.  Repeat as above…

That gives us the finalists and all groups consider the merits of the final two bars.  Same feedback process to produce a winner.

Feedback should be no more than 1 minute per group please.

Event information
Cost
Rate Cost
Price £16.00 + VAT
Programme

18:00 Arrival/informal networking
18:30 Chocolate Bar World Cup will commence
19:30 Chocolate Bar world cup ends
19:35 Informal networking
20:00 Close

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Northern Society of Chartered Accountants AGM

Meet the members on the committee, find out what is planned.

Notice is given that the 138th AGM of the Northern Society of Chartered Accountants will take place on 22 September 2020, at 12:45, virtually.

Event information

Agenda

1. Notice of meeting

2. Welcome by the president

3. Apologies

4. Deceased members

5. To receive and, if thought fit, approve the: minutes of the 137th annual general meeting held on Thursday, 30 May 2019

6. Review of the year by the president – including:

To receive and, if thought fit, approve the: annual report and accounts for the year ended 31 December 2019 (including the Report of the Independent Reporting Accountant)

7. Election of committee members under the provisions of rule 13(a)

One member of the committee appointed under rule 6(a), if any, shall retire from office. The member to retire each year shall be the one who has been longest in office since his last election.

Nominations may be received from members for the vacancies on the committee which occur and shall be deposited with the Honorary Secretary at least seven clear days before the annual meeting. Nominations should be forwarded to Joanne Lucking.

8. Election of the Independent Reporting Accountant under the provisions of Rule 13(c)

9. Any other business

Michael Jeffrey
Hon Secretary

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Cumberland Society of Chartered Accountants AGM

An opportunity for you to meet members of the Cumberland Committee & find out what is planned.

Notice is given that the AGM of the Cumberland Society of Chartered Accountants will take place on 22 September 2020, at 12:30, virtually.

Event information
Agenda
 
1. Apologies and Minutes of last Annual General Meeting held on 13 May 2019.
 
2. Committee members to stand down to be re-elected
 
3. Appointment of those joining the committee during the year
 
4. Any other business.
 
Nominations may be received from members for the vacancies on the Committee which occur and shall be deposited with the Honorary Secretary at least seven clear days before the Annual Meeting. Nominations should be forwarded C/o Joanne Lucking joanne.lucking@icaew.com
 
Cost
Rate Cost
ICAEW Member No Charge

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Tyne & Wear Society of Chartered Accountants AGM

Meet the members on the committee, find out what is planned.

Notice is given that the 42nd AGM of the Tyne & Wear Society of Chartered Accountants will take place on 22 September 2020, at 12:00, virtually.

Event information

Agenda

1. Notice of meeting

2. Welcome by the chairman

3. Apologies

4. To Receive and, if thought fit, approve the minutes of the 41st annual general meeting held on Thursday, 30 May 2019

5. Review of the year by the chairman

6. Election of committee members under the provisions of Rule 6(a)

Four members of the committee appointed under rule 14(a), if any, shall retire from office. The members to retire each year shall be the four who have been longest in office since his last election.

Nominations may be received from members for the vacancies on the committee which occur and shall be deposited with the honorary secretary at least seven clear days before the annual meeting. Nominations should be forwarded to Joanne Lucking.

7. Election of the Independent Reporting Accountant under the provisions of Rule 13(c)

8. Any other business

Emma Harshorne-Ferguson
Hon Secretary

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Teesside Society of Chartered Accountants AGM

An opportunity for you to meet members of the Teesside Committee & find out what is planned.

Notice is given that the 70th Annual General Meeting of the Teesside Society of Chartered Accountants will take place on Tuesday 8 September 2020, at 16:00, virtually

Event information

Agenda
1. Receive apologies for absence
2. Approval of minutes of meeting from the previous Annual General Meeting on
Tuesday 14 May 2019.
3. Matters arising
4. Adoption of Annual Report
5. Election of Members of the Committee
6. Election of Honorary Secretary
7. Review of the activities of the Committee for 2019/2020 by the outgoing Chair
8. Election of Chair and Vice Chair.
9. Presentation of Chairman’s medallion to newly elected Chair (by outgoing Chair)
10. Presentation of Past Chairman’s medallion to outgoing Chair (by newly elected
Chair)
11. Any other Ordinary Business
12. The reception of the Chair

Nominations may be received from members for the vacancies on the Committee which occur and shall be deposited with the Honorary Secretary at least seven clear days before the Annual Meeting. Nominations should be forwarded C/o Joanne Lucking joanne.lucking@icaew.com

Cost
Rate Cost
ICAEW Member No Charge

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