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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Message from the President

In the first President’s Message I wrote last September I mentioned that we live in interesting times; how true this continues to be. I expected that by now Brexit would have happened and we would all be involved in working through what the full implications of this would be. As I write we are no nearer reaching an agreement although whether you are a “leaver” or a “remainer” we can all agree that the continuing uncertainty is not good for our economy and does impact our region.

I have just returned from the United States and from news coverage two things are apparent. Firstly, it is clear that President Trump continues his policy of “America First” and secondly there is very little interest in U.K. politics and Brexit in particular. Again, this will have an effect on UK Plc and inevitably the North East and Cumbria.

In February, Deputy President Keith Proudfoot and I attended the District Society Office Holders’ Conference at Moorgate Place. This was an interesting day and very useful to catch up on ICAEW priorities.

  • President Paul Aplin discussed the value of membership and the Institute’s international strategy. He stressed that increasing membership numbers across the globe does not decrease the value of our qualification and that the rigour of the exams remains a priority.
  • CEO Michael Izza talked about strategy with particular focus on the future of audit and the ramifications this may have right across the profession. The Institute is fully engaged with all of the various enquiries currently taking place to ensure our voice is heard in the process.
  • Council Member Will Brooks has recently led a working party looking at District Societies organisation and finances. The conclusion is that most Societies do not lack funds and the majority are in good shape.
  • There was an interesting discussion on the constitution of District Societies; whether they should be branches of the Institute or separate legal entities as now. Although each has its advantages it is quite clear that my fellow Presidents and I are strongly in favour of maintaining the status quo.
  • Communication with members is a continuing issue and at present the future of “Economia” is under review. The majority of members want a more personal multi channel approach with more use of technology and Apps.
  • Finally, there was some discussion of District Society boundaries. There are some historical anomalies which may be to resolve although there is likely to be no impact on NorSCA.

I am looking forward to welcoming newly qualified members to the Northern Society Graduation and Prize Giving ceremony which is to be held on 11 May 11 at King’s Hall, Newcastle University. This is an opportunity to recognise the achievement of students and also to acknowledge the support given by families and friends. It’s a very happy occasion so let’s hope for good weather for the all important photos!

We are also in the process of organising an event to recognise 10 years of qualification (more details to follow). The significance being that this is the time when members can apply to become an FCA. It will be a great chance to catch up with old friends and to find out more about how to become involved with NorSCA and Branch activities.

Both of our Student Societies; NCASS and CCASS continue to go from strength to strength with a varied programme of events in the North East and Cumbria. Please encourage students to be involved. I also must congratulate NCASS for winning the PQ Award for national Student Body of the Year 2019. This is the second time NCASS has been successful in three years, a wonderful achievement and great credit to all involved.

In conclusion I want to thank all of my fellow officers, in particular Keith Proudfoot and Chris Soan, members of district and branch committees (Please do get involved it really is great fun!) various sub committees and groups for help and support throughout my Presidential year. Particular thanks to our ICAEW regional team, Joanne Lucking, James Callaghan and Alison Tait for making so many things happen.

Northern Society is without doubt one of the most vibrant and active District Societies, (find out more at norsca.co.uk) and it has been my privilege to be your President.

Alan Johnston,
President, Northern Society of Chartered Accountants

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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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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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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Tyne and Wear Sole Practitioners Lunch – July – Marketing

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.

More

Tyne and Wear Sole Practitioners Lunch – June – QAD update

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.

More

Tyne and Wear Sole Practitioners Lunch – May – Making Tax Digital

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.

More

Tyne and Wear Sole Practitioners Lunch – April – Cyber Security

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.

More

Tyne and Wear Sole Practitioners’ Lunch – March – Practical Tax

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.

More

NEYCAG: Women in Finance

Join us to celebrate International Women’s Day.

To celebrate International Women’s day NEYCAG will be hosting an event with inspirational speakers to talk about their careers in the profession and how they have used the ACA to make the most of the opportunities available to them.

Event information

We will also hear from the IoD North East Chair on building your confidence in the work place.

Cost
Rate Cost
ICAEW Member No Charge
Student No Charge

Please note: This event is open to younger members up to 10 year qualified and students.

Programme
Time Session
18:00 Networking and buffet
18:30 Welcome and CABA update
18:40 Dr Yvonne Gale, NEL Fund Managers – How the ACA has helped her career to date
18:55 Dr Joanna Berry, Durham University – confidence building
19:10 Speaker TBC
19:20 Q&A
19:30 Close
Speakers

Yvonne Gale
NEL Fund Managers are an economic development impact investor committed to growing the North East economy by investing in growing local small businesses.
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 and is an FCA approved person. 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 BDO Binder Hamlyn and has held senior management positions in several high growth businesses. She brings a wealth of experience of working with growing businesses.

Joanna Berry
Joanna was born and brought up in Hartlepool, NorthEast England. Her academic experience runs from her Oxford University law degree (1985) to her MBA and PhD from Newcastle University. Her MBA focused on the impact of broadband connectivity on the TV industry, and her PhD took this one step further, using her creation and management of a London-based record label as a lens through which to assess the impact of digital technologies on the music industry’s business models and value chains.
Joanna is Regional Chair for the Institute of Directors and Board member of the Social Acumen Community Trust, where she focuses on community businesses and social enterprise. She is Board member for the NorthEast LEP “ScaleUp NorthEast” programme, where she is advising companies across the NorthEast LEP geography and in most industrial sectors, to help them scale and succeed.
Her professional experience encompasses law (mostly company and contract, practiced in South Africa from 1985 to 1987) but also science, creativity and technology. Joanna has undertaken a variety of international business development roles in marketing, advertising and publishing. Roles include Manager of Europe and East Asia for the World Economic Forum and international PR manager for Mobil 1 Motorsport with McLaren.
Joanna has founded, bought and run a variety of digital and creative companies, and continues her personal and practical involvement with new venture start-ups. Her current research and teaching interests encompass innovation, entrepreneurship, big data, ageing and health and the digital/creative industries. She places a particular emphasis on supporting the ‘women in STEM’ agenda in a variety of ways. She works closely with the Assistant Dean of External Relations and undertakes a wide variety of public and media activities, writing regular columns for NorthEast business paper The Journal and presenting a variety of insight activities with regionally-based businesses including Kromek, Ford Aerospace, Aston Martin, Barbour and intu MetroCentre.

 

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News

Getting to know Jo Caulfield

Getting to know Jo Caulfield

14 August 2019

Jane Walker caught up with Jo Caulfield...

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Train the next generation of Chartered Accountants

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20 July 2019

ICAEW has developed another route into chartered...

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Keith Proudfoot – the year ahead as NorSCA President

Keith Proudfoot – the year ahead as NorSCA President

12 July 2019

Keith Proudfoot has been appointed as President...

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Events

The Compliant Practitioner

The Compliant Practitioner

3 September 2019

Everyone in an accountancy practice responsible for...

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Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

5 September 2019

Our resident experts will explore the latest...

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Q3 ICAEW Business confidence monitor breakfast – Newcastle

Q3 ICAEW Business confidence monitor breakfast – Newcastle

18 September 2019

Our resident experts will explore the latest...

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