Northern Society of Chartered Accountants
At the heart of northern business since 1882
Northern Society Annual Report 2020
Northern Society of Chartered Accountants (NorSCA) are pleased to present the Annual Report and Accounts for the year to 31 December 2020.
The report will be presented at the virtual AGM to be held on 20 May 2021.
This is the 2nd occasion that the AGM has had to be a virtual meeting – the first occasion being in 2020 during this extended period of the Coronavirus pandemic. We hope that by 2022 members will agian be able to meet together to note the previous year’s activities and learn about the Society’s incoming officers.
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 almost 140 years. More information is available at norsca.co.uk
Click here to view the annual report and accounts to 31 December 2020
Northern Society Graduation and Prizegiving 2020 – postponed in response to COVID-19
We look forward to recognising the success of all Northern Society ACA students who became exam qualified during 2019 in our annual Graduation and Prize-giving Event.
The graduation event this year will be at Newcastle Civic Centre and will be hosted by Keith Proudfoot, President of Northern Society and we are delighted that we will be joined by Fiona Wilkinson, ICAEW President
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.
Students who have won exam prizes and those students who became exam-qualified during 2019 will be invited to attend the event with up to 3 guests. The pass list for the November 2019 Advanced Stage exams has recently been published – congratulations to all successful students.
Details of the event
***Sadly this event has been postponed in response to HM Government announcements regarding COVID-19 (Coronavirus). Participants will be contacted again when revised details are confirmed.***
ICAEW registered students in the Northern Society area who became exam qualified during 2019 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.
Northern Society of Chartered Accountants would like to thank CABA, 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.
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.
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 [email protected] 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.
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.
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.
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.
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.
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.
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.
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