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«norsca.co.uk Northern Society of Chartered Accountants - at the heart of northern business since 1882 NORTHERN SOCIETY OF CHARTERED ACCOUNTANTS ...»

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Northern Society of

Chartered Accountants




Northern Society of Chartered Accountants - at the heart of northern business since 1882




About Northern Society of Chartered Accountants

Northern Society of Chartered Accountants (NorSCA) was founded on 31 July 1882 with its inaugural meeting in Newcastle upon Tyne. The Society was established to support and encourage chartered accountants in the north of England to act in the public interest and to enhance their professional knowledge.

The Society was founded only two years after the formation of ICAEW (the Institute of Chartered Accountants in England and Wales) which was formed in 1880 when the founding societies of Liverpool, Manchester, London and Sheffield agreed to form a national organisation.

Today Northern Society is a membership body for circa 4,000 ICAEW Chartered Accountants and ACA students who work across business & the finance profession in the North East, Teesside, North Yorkshire and Cumbria.

We have been at the heart of northern business for over 130 years.

As well as promoting northern business we support our members through a programme of locally delivered training, networking and social events. In the last year these comprised 59 CPD training sessions and a further 34 networking events. The 59 technical courses covered a spectrum of topics to appeal to members working in practice, industry, the public sector and in not-for-profit organisations.

The 34 networking events included a popular mix of soft skills and social events. Details of upcoming events can be found at norsca.co.uk/events Our three branch societies running local events are Cumberland Society of Chartered Accountants (from the Scottish border down to Millom and Kirkby Stephen including all CA postcodes), Teesside Society of Chartered Accountants (the DL postcodes in south Durham, Cleveland and North Yorkshire as far south as Northallerton, Thirsk/Bedale and west to include Richmond, Leyburn & Hawes) and Tyne & Wear Society of Chartered Accountants (the DH postcodes of Durham plus all postcodes of Wearside, Tyneside, Tyne Valley and Northumberland up to the Scottish border).

Our three younger member groups are NEYCAG (the North East Young Chartered Accountants’ Group), Northern Chartered Accountant Students’ Society (NCASS) and Cumberland Chartered Accountant Students’ Society (CCASS).

Together we are Northern Society of Chartered Accountants. Find out more about us, our branch societies and younger member groups by visiting our website norsca.co.uk

Contact Northern Society:

Joanne Lucking T: 0191 300 0532

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Follow us on twitter @ICAEW_NorSCA | @NEYCAG | @followNCASS | @ICAEW_KMP Join our LinkedIn groups Northern Society of Chartered Accountants (NorSCA) and our branch and younger member groups | Tyne & Wear | Cumberland | Teesside | NEYCAG | NCASS



FOR THE YEAR ENDED 31 DECEMBER 2014 General Committee 2014 Report The Committee has pleasure in presenting its Annual Report for the year ended 31 December 2014.


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The committee met on 3 occasions to discuss matters of moment and importance. The committee officers held regular meetings.


Disciplinary Committee M Ranson Insolvency Licensing Committee G Goldie Investigation Committee J Brown Review Committee R R Tindle


TTR Barnes Limited


Northern Society President, Deputy President, Vice President, Honorary Secretary, Honorary Treasurer


A Foster, A R Jackson, J Lucking, K M Proudfoot, R R Tindle


P M Clarke


Regional Director - K M Proudfoot Regional Executive – J Lucking Regional LPD – L Hansell Email northern@icaew.com Web icaew.com/northern


At 31 December 2014 the membership of the Society was 3,228





Since the last report the deaths of the following members have been recorded:

Jeremy Anderson Alan Brazendale William Currie John Dawkins Desmond Fletcher Malcolm Henderson John Laidler Guy Redman Gary Smith Ian Turner John Wall John Welshman


The Northern Society continues to generate a surplus from training courses and seminars, which help to fund other activities of the Society and its branches, as reflected in the accounts for the year. In the year to 31 December 2014, whilst overall income has reduced, our overall costs were also lower, principally as a result of reducing our communication costs, producing fewer printed magazines than in the previous year and the effect of a review of other costs starting to show an impact. The overall result for the year thus reflects our continued investment in a full programme of events together with on-going communication with members despite the challenges of the financial climate in recent times which have impacted income.

The Society’s principal financial objective is to break even, on average, from year to year. We continue to have strong support from members who volunteer their time to plan and arrange our programme of courses and events which are of interest to other members. Our strong attendance levels at courses and events in 2014 continue to demonstrate the high level of success that we have achieved. We are, however, also dependent upon information about our courses and events being accurately listed on a timely basis on the ICAEW’s website so that members may take advantage of using the online booking facility and thus continue to support their local Society.

Through the excellent work carried out by the Honorary Treasurer, Peter Longmore, with support from Samantha Igo, the Society’s Office Holders have been provided with a clear and comprehensive analysis of income and expenditure. This has enabled them to place a renewed focus on consistent and rigorous budget setting.


A number of meetings of the Regional Strategy Board have taken place, with a mixture of Committee members, members from outside the Committee, and the Regional Director. Thanks are due to Mick Thompson of KPMG for kindly hosting the meetings at his firm’s offices.


Northern Society aims to communicate with its members on a regular basis across the year in order to make members aware of new developments; inform them of upcoming courses and events which may be of interest and to obtain members views on topical issues. This allows the Society to reflect the views of chartered accountants across the North East and Cumbria, both locally and at national level with ICAEW.



FOR THE YEAR ENDED 31 DECEMBER 2014 The production and distribution of the magazine and of the courses and events booklet represents one of the Society’s largest financial outgoings. We have continued to invest in hard copy communications over the past year, but commensurate with the overall financial position of the Society as shown in the accounts, we have considered the different communication channels available to us rather than just relying on the hard copy magazine being made available in printed form.

Following careful consideration Northern Society launched its own website norsca.co.uk in March 2014 to provide a channel for members to find out quickly and easily details of courses and events as well as a way to disseminate news more quickly. The Northern Society website also brings together the former NEYCAG and NCASS websites onto a single integrated platform which further demonstrates the strong links with our younger member groups. The website was designed to be easy to navigate and with ‘responsive design’ content is formatted for optimal viewing whether using a desktop PC, tablet, iPad, iPhone or Android device. Each CPD course and event on norsca.co.uk is accompanied by a ‘click-through’ button to book online at icaew.com and by a downloadable pdf event booking form.

The Society has continued to publish a regular magazine (renamed “NorSCA News” in January 2014) which has been published three times a year and distributed by post to all members and students who have indicated in the ICAEW member preferences that they wish to receive local communications. The magazine continues to keep members in touch with local news and events, with a focus on member activities. If you do not regularly receive this in hard copy please ensure that you have selected to receive ‘Regional updates – news, course and networking in your area’ in your member preferences at icaew.com/preferences The Society has also continued to make use of social media communication channels including Twitter (@ICAEW_NorSCA) and LinkedIn Groups to communicate with members.

Members who have a profile on LinkedIn can join the Northern Society LinkedIn Group as well as sub-groups for Tyne & Wear, Teesside, Cumberland, NEYCAG and NCASS.


The Northern Society and its branches continue to provide a varied and extensive courses programme to assist members in fulfilling their CPD requirements. As well as the many half-day courses for members in business as well as in practice the Society also holds two successful Residential Courses at Redworth Hall (our General Practitioner weekend conference) and Peebles (our Tax Practitioner weekend conference which we arrange jointly with ICAEW Institute Members in Scotland (IMS) and the Tax Faculty).

We remain one of the most active providers of local CPD courses for accountants in our area.

Through proactive forward planning we remain successful in attracting high quality speakers to present topics to members in the North East and Cumbria. These have included regular updates on tax and audit issues as well as specialist courses aimed at a smaller number of members. We are always pleased to receive suggestions of topics for future courses from members.


The Annual Dinner on Friday 17 October 2014 at Newcastle Civic Centre was attended by over 260 members and guests including sixteen visiting District Society Presidents. This continues to represent a good attendance compared to similar dinners elsewhere in the country. Thanks to the sponsorship from Aldermore Bank.



FOR THE YEAR ENDED 31 DECEMBER 2014 ICAEW National President Arthur Bailey gave an update on latest issues from Moorgate Place and highlighted some valuable contributions made by ICAEW members in our region. Rev Canon Glyn Evans encouraged us to sing Grace; Verity Dobbie, President Newcastle Law Society, gave the toast to the ICAEW and Nigel Mills, Chairman of the North East Entrepreneurs’ Forum, spoke about the Forum and his new venture, the Lakes Distillery.

The keynote speaker, Nick Hewer, entertained us with insights into The Apprentice and his many years working with Lord Sugar’s businesses.

Andrew Jackson, President, spoke about his nominated charity Pancreatic Cancer Action and through the generosity of the attendees together with the funds match from Barclays Business we raised £6,200 for charity. Thank you to all who kindly donated raffle prizes and contributed towards the charity. This was a fabulous result.

Photographs from the evening can be found on the website gallery norsca.co.uk/gallery The next Northern Society Business and Awards Dinner will be held on Friday 16 October 2015 at Newcastle Civic Centre and the guest speaker will be Baroness Tanni Grey Thompson DBE.


Our member support contacts provide practical support and assistance, in an entirely confidential way, to members with problems. Doug Kinsey, Bill Graham and Roger MacDonald currently act as Support Members.

Northern Society was pleased to hold a retirement dinner for Marie Rice in January 2014, following Marie’s retirement as ICAEW regional executive, a role that she had undertaken for ICAEW (and previously for Northern Society) for 29 years. We wish Marie good wishes for the future.


Nick Lambert is the Liaison Officer between the Northern Society and CABA whose purpose is to assist current and former ICAEW Chartered Accountants and their families in both practical and financial ways where necessary.

If any members of the Society are aware of any member, former member or their immediate family in our district who might be in need of some help from CABA then please inform Nick Lambert direct on 0191 203 2528. More information about the support available from CABA can also be found on their website caba.org.uk.



The Northern Society, through its Office Holders, aims to maintain contact with representatives of other business and professional bodies. These meetings provide opportunities to discuss matters of mutual interest concerning our professional lives and relationships at a local level and to promote the work of chartered accountants.

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