Third Sector Seminar and Networking

About the Seminar

As the Third Sector comes to terms with a changing landscape of reduced funding, increasing competition and a growing scrutiny of how organisations are run many senior management teams and boards are faced with new financial and organisational pressures.  This seminar includes presentations from an Accountant, Lawyer, and a Business Support and Insolvency organisation which will inform and update attendees on a range of subjects.

There will be opportunities for networking and to talk to the speakers individually after the presentations.

Date:                           Wednesday 23rd November 2016
Location:                    City Hub, 9-11 Peckover St, Bradford BD1 5BE
Time:                            8:30am – 10:30am

Who Should Attend: Senior Management, Trustees or Directors of Third Sector Organisations

To book a place please visit Eventbrite

Agenda

0830     Arrival, Networking, Drinks and Breakfast Sandwiches
0850     Dealing with long term ill health and persistent absenteeism – Philip Paget
from Gordons LLP
0915     What to do when things don’t go to plan – Meg Heath from Walsh Taylor
0940     Tax efficient gifts to Charities – Chris Gumbley and Alison Whalley from
Naylor Wintersgill
1005     Networking
1030     Close

The Presentations

Dealing with long term ill health and persistent absenteeism – Philip Paget from Gordons LLP will speak about the approach managers should take to deal effectively with employee absence while maintaining a positive and productive working environment. It will consider the legal framework, it notes, common problems areas and pitfalls.

What to do when things don’t go to plan – Meg Heath from Walsh Taylor will provide practical options for organisations experiencing financial issues and will explain the responsibilities of the board.  She will also provide information on processes that can be put in place to improve the monitoring of the organisations health.

Tax efficient gifts to Charities – Tax specialist Chris Gumbley and partner Alison Whalley from Naylor Wintersgill will provider a valuable insight into the most tax efficient ways to deal with various gifts to charities. This will include the possible use of a subsidiary charity structure to help with tax relief on trading income, dealing with VAT and the operation of Gift Aid relief. They will also  cover tax effective Will drafting to reducing inheritance tax on a person’s estate if they are making gifts to charity, which could make gifts to charities even more attractive.

Mary Taylor
Director

Mary began working in insolvency for a national accountancy practice in Glasgow thirty years ago and worked in most divisions of the insolvency department.

She then moved to a smaller firm so she could advance her knowledge on a more hands on basis. She moved back to Leeds in 1987 and commenced working with a small firm of accountants and subsequently made partner.

She left in 1999 to set up her own practice, McCann Taylor.
McCann Taylor became involved with the consumer market both in England and Scotland.

Mary sold McCann Taylor in March 2007 and formed Walsh Taylor to concentrate on helping businesses experiencing financial difficulties.

Kate Ellis (neé Breese)
Insolvency Practitioner

Kate has worked in insolvency since 2001 starting out at a firm of solicitors in Leeds and latterly gaining positions within two national accountancy firms.

During this time Kate gained extensive experience in all aspects of personal and corporate insolvency, for the first part of her career specializing in personal insolvency and latterly corporate.

Kate has been with Walsh Taylor since its incorporation in September 2008.

Kate is CPI and JIEB qualified, is experienced in a variety of industries and sectors and is the firm’s joint appointment taker.

Meg Heath
Director

Meg has a background in supporting SMEs, including the raising of finance and advising on organisational change. She is a non-executive director of companies in the private and third sector, including Walsh Taylor.

Previously she was Deputy Fund Director of one of the largest CDFIs in the UK, and has experience of the social enterprise, charity and private sectors. Her experience of assisting companies to survive and thrive has been gained across a broad range of sectors and in companies of all sizes.

In addition to her work at Walsh Taylor she works for other private companies, including non-executive and trustee positions.

Emma Mifsud
Insolvency Practitioner

After graduating from Leeds University in 2005 with a BA Hons degree in Criminology, Emma worked for a regional law firm in both the property department and insolvency and banking department. Whilst doing so Emma gained a Graduate Diploma in Law at BPP University.

Emma then joined a national accountancy firm in 2009 gaining experience in personal insolvency before moving to a Leeds based firm. At this firm Emma specialised in bankruptcies, IVA’s and negotiating informal agreements with creditors. In 2013 Emma gained her CPI qualification.

Since joining the firm in December 2013, Emma has taken on a portfolio of personal and corporate insolvency cases to extend her knowledge and expertise in all areas of insolvency.

In December 2017 Emma become a licensed appointment taker under the Insolvency Practitioners Association, she is JIEB qualified.

Walsh Taylor Finding workable solutions for your financial problems
If you would like us to contact you by phone please include your phone number or call us on 03300244660.