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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Northern Society of Chartered Accountants 140th Anniversary Afternoon Tea

Join us as we celebrate Northern Society’s 140th Anniversary.

The first meeting of the Northern Society of Chartered Accountants (at first known as the Northern Institute of Chartered Accountants) was held at 3pm on Monday 31 July 1882 at St Nicholas Chambers, Newcastle upon Tyne.

Event Information

Join Northern Society President Dr Yvonne Gale for afternoon tea to celebrate the society’s 140th Anniversary, at St Nicholas Cathedral close to the building of the first meeting in 1882.

Cost
RATE COST
Price £12.50 + VAT
Programme

Please note that the programme is subject to change

TIME SESSION
15:00 Welcome
15:15 Afternoon tea is served
17:00 Close

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Teesside Pan Professional Joint Supper & Quiz

Join us for one of Tees Valley’s most popular pan professional events.

Our popular pan professional supper and quiz is back in person for 2022. This is 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 IPs across the Tees Valley attended last year’s event.

The evening will include a three course meal followed by a quiz.
19.00 start and formalities conclude by 22:00, networking and bar available until 23:00.

Cost
RATE COST
Price £25.00 + VAT

 

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Retried members lunch and talk by local playwright Ed Waugh

Join us for our retired members lunch and talk.

Local playwright, Ed Waugh, will discuss his new book, Geordie Plays: Volume 1: Hadaway Harry – The Great Joe Wilson – Carrying David. 

Event Information

Harry Clasper, Joe Wilson and Glenn McCrory; three Tyneside heroes, each with a magnificent tale to tell.

It’s a fantastic opportunity to find out more about these beloved plays and hear about the importance of regional heritage to us.

Ed’s latest work, Wor Bella, tells the story of Blyth Spartan’s Ladies’ striker, Bella Reay. Bella was the Alan Shearer of her day!

Ed also has a successful writing partnership with Trevor Wood, and their plays include Dirty Dusting and Alf Ramsey Knew My Grandfather.

You will get a chance to ask Ed any questions you may have.

This event is open to retired members and their guests. The cost includes a two-course lunch with a glass of wine or soft drink, Tea or Coffee and VAT.

Cost
RATE COST
Price £25.00 + VAT
Programme

Please note that the programme is subject to change

TIME SESSION
12:00 For a 12:30 arrival
12:30 Lunch
14:00 Ed Waugh, Talk
15:00 Close

 

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NCASS Annual Teesside Dinner

The Northern Chartered Accountant Students’ Society (NCASS) is delighted to be hosting its Annual Teesside Dinner for ICAEW students and newly qualified members at the Judges Country House Hotel on 20 May 2022.

Event Information

On arrival attendees will be greeted with a drinks reception where you will have the opportunity to mingle with friends and colleagues before being invited to take a seat for a three-course dinner. Guests will be seated at tables of 10.

After dinner entertainment includes a DJ, disco and a photo booth.

During the evening we will also be raising money for our chosen charity which this year is the Middlesbrough Football Club Foundation. There will be raffle tickets available for purchase with great prizes up for grab.

Tickets can be purchased individually or can be made in groups with a maximum of 10 guests per table.

Dress code: Black tie and evening dresses.

Cost
RATE COST
Price £37.50 + VAT
Further information

Menu options

Starter:
Roast carrot and coriander soup (v)

Main:
Chicken wrapped in smoked bacon, fondant potato, braised savoy cabbage, crispy shallots and thyme gravy
Or
Thai green vegetable curry and fried rice (v)

Dessert:
Sticky toffee pudding and butterscotch sauce (v)

Photographs
Photographs will be used by the NCASS committee to share news about the event, and to publicise future events. Images may be used in press releases, social media including Facebook Pages. If you would prefer not to be photographed, please contact Amy Napper ([email protected]).

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Northern Society Business and Awards Dinner with Rowan McCabe

Northern Society of Chartered Accountants ICAEW

Northern Society of Chartered Accountants Business and Awards Dinner will be on Friday 14 October 2022.

Join Yvonne Gale, President of Northern Society of Chartered Accountants, fellow Northern Society members and their guests for an inspiring talk by our keynote speaker Rowan McCabe. We will also be joined by Mark Rhys, ICAEW National Deputy President 2022-23.

Our Business and Awards Dinner will be held on Friday 14 October 2022 at the Grand Hotel, High Gosforth Park, Newcastle upon Tyne from 18:30 for 18:45 with Dinner 19:30 until late to allow for informal networking after the meal.

Event information

Our principal guest speakers this year will be Rowan McCabe.

Event information

Why you should attend:

  • meet fellow ICAEW members, their guests and ICAEW staff – it’s a great chance to network
  • Northern Society Presidents’ Awards will be announced
  • ICAEW Chartered Accountants in the region who are committed to their thriving communities, Net Zero and good governance awards will be announced.
  • All monies raised on the night will be match funded by the Community Foundation Tyne Wear & Northumberland

Recognition awards will be presented to:

Pre-dinner drinks 18:30 for 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

Please note that the programme is subject to change

TIME SESSION
18:30 for 18:45 Drinks reception
Guests take their seats
19:30  Dinner
Awards Ceremony
Charity balloon pop
Keynote speaker
Followed by networking
00:00 Carriages
Cost
RATE COST
ICAEW Member £83.33 + VAT
Non-Member £83.33 + VAT
Retired Member £62.50 + VAT

 

Guest Speaker – Rowan McCabe

Guest speaker: Rowan McCabe is a poet and performer

Rowan McCabe is a poet and performer. Aware that poetry isn’t a proper job, he decided to create his own and became the world’s first Door-to-Door Poet. Knocking on strangers’ doors, he asks what is important to them. He then goes away and writes a poem about this, free of charge, before bringing it back and performing it on their doorstep. It’s sort of like the Avon lady…but with rhymes.

Rowan, has also written poems for Channel 4, Radio 3’s ‘The Verb’ and his work has been featured in The Guardian and on BBC Breakfast. He has performed on stages around the UK, including Glastonbury Festival and the Royal Albert Hall. In 2020, the National Trust invited him to be poet in residence at Wordsworth House.

Mark Rhys, ICAEW National Deputy President 2022-23

Mark Rhys has spent over thirty years auditing banking and capital market clients. His experience encompasses retail, commercial and investment banking, securitisation, stock broking, derivatives structuring and commodity trading. Mark is Deloitte’s Global IFRS for Banks co-leader and his specialty is financial instrument accounting. This role sees him regularly briefing non-executives, clients and regulators on the challenges and consequences of the shift from incurred to expected loss provisioning. In addition to his role as Partner and IFRS for Banks co-lead, he is Deloitte’s global lead contact for interactions with the Financial Stability Board. As joint chair of the GPPC’s Bank Working Group, he leads regular discussions between the profession, the FSB and IFIAR regarding bank accounting and audit quality. Mark also is the firm’s representative on the BCBS Accounting Experts Group and a member of the PRA’s Practitioner Panel. Mark is Deloitte’s representative on the FSB’s Enhanced Disclosure Task Force, where he led the credit risk disclosure working group. He was the first chairman of the ICAEW’s Financial Services Faculty and is a member of the ICAEW’s Technical Strategy Board.

Northern Society Awards 2022

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

Please see our Northern Society Awards page for more details of the awards to be presented at our 2022 dinner.

Read about the finalists for 2022 Northern Society Presidents’ Awards.

In support of Community Foundation Tyne and Wear and Northumberland

We are keen to raise funds in support of charities located and active in the Northern Society region. This year our choice of charities to support recognises the impact of the cost-of-living crisis on local households.

We are fundraising in aid of Community Foundation Tyne and Wear and Northumberland Registered Charity No. 700510. The Community Foundation will match fund up to £5,000 and make grants to FareShare North East and FareShare Lancashire and Cumbria.

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 around the world – talented, ethical and committed professionals who use their expertise to ensure we have a successful and sustainable future.

Over 180,000 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.

Find out more about Northern Society on our website norsca.co.uk
Follow us on Twitter @ICAEW_NorSCA
Follow our LinkedIn company page – ICAEW NorSCA – Northern Society of Chartered Accountants
Find out more about ICAEW at icaew.com 

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Northern Society of Chartered Accountants Graduation and Prizegiving 2022

We look forward to recognising the success of all Northern Society ACA students who became exam qualified during the last year in our annual Northern Society of Chartered Accountants Graduation and Prize-giving Event.

Celebration in King’s Hall

The graduation event this year will be at King’s Hall, Newcastle University and will be hosted by Chris Soan, President of Northern Society and we are delighted that we will be joined by Will Brooks, ICAEW President and Mark Edmondson, CEO of INFLO.

Our newly passed and prize-giving ceremony is one of the largest events for successful ICAEW students and has proved very popular in the past.

Northern Society of Chartered Accountants 

Students who have won exam prizes and those students who became exam-qualified during the last year will be invited to attend the event with up to 3 guests. The pass list for the November 2021 Advanced Stage exams has recently been published – congratulations to all successful students. 

Details of the event

ICAEW registered students in the Northern Society area who became exam qualified during the last year will be contacted by email with full details.

In order to secure your place, please respond to the email and RSVP to Joanne Lucking [email protected] as soon as possible. Joanne will also be able to assist should you need further information.

Funded by Northern Society of Chartered Accountants

The event is funded by Northern Society of Chartered Accountants.

We hold this event annually in Newcastle upon Tyne to recognise the successes of ACA students across north east England, Teesside, northern Yorkshire and Cumbria (the Northern Society of Chartered Accountants area). 

All new ICAEW members are invited by ICAEW to a national new members event at Chartered Accountants’ Hall in central London, but Northern Society recognises the time and costs of travel & accomodation to/in central London.

In order that as many ACA students and their family members, partners & friends, have an opportunity to attend an event to celebrate the successes of the ACA students in our region we warmly invite you to join us for our Graduation & Prizegiving Event in Newcastle upon Tyne.

Northern Society of Chartered Accountants would like to thank CAPET and Newcastle University Business School for their kind support for the graduation event.

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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Retired Members Lunch & Commonwealth War Graves Commission Talk

Join us for our retired members lunch and talk.

Event Information

Join us for lunch followed by a talk by the Commonwealth War Graves Commission on who the commission is, how they were formed and the work that they do.

This event is open to retired members and their guests. The cost includes a two-course lunch with a glass of wine or soft drink, Tea or Coffee and VAT.

Programme

Please note that the programme is subject to change

Time Session
12:00-12:30 Arrival
12:30 Lunch
14:00 Jane Lowes, Commonwealth War Graves Commission
15:00 Close
Cost
Rate Cost
Price £25.00 + VAT

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Ghetto golf – organised by Tyne & Wear Society

An opportunity to socialise with fellow members of Tyne & Wear Society of Chartered Accountants and friends.

Join us for our first social event of 2022.

Pick up your putter and enjoy an evening of golf, food and drink. You may not qualify for “The Masters” but it will be a lot of fun trying.

Event Information

Your ticket price includes a round of crazy golf, a drink and a meal from the Locked and Loaded menu options. 

Programme
Time Session
18:00 Meet and select teams
18:30 Tee off

Socialise with food & drink (Locked and Loaded menu)

20:30 Estimated end time
Cost
Rate Cost
ICAEW Member £18.50 + VAT

 

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Brinkburn Brewery Tap Room Experience – Beer tasting & brewery tour

Join us for our first social event of 2022 for a tour and beer tasting at The Brinkburn Street Brewery in Ouseburn.

Event Information

The Brinkburn Street Brewery is an independent brewery based in Byker which has a passion of creating and serving great tasting locally brewed beer.

What’s included?

  • A flight of 6 beers which have been selected by Brinkburn’s brewers
  • A tasting note card
  • The tasting lead by one of Brinkburn’s brewers
  • Tour of the micro-brewery

Places are limited so please book as early as possible to avoid disappointment.

Cost
Rate Cost
Price £18.00 + VAT

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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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