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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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We also continued to be a category sponsor at the North East Accountancy Awards sponsoring the Independent Firm of the Year Award. Jeanette Brown, immediate Past President of Northern Society was a member of the judging panel for this category at the 2014 awards and Andrew Jackson, President, made the presentation to the winning firm Tait Walker at the awards dinner in June 2014.


Examinations at the Professional Stage and the Advanced Stage have been held in Newcastle. A prize giving ceremony has become an established part of our calendar and is held each year to recognise the achievements of local and national prize-winners from the Northern Society area and all those who have passed their ICAEW Advanced Stage exams



FOR THE YEAR ENDED 31 DECEMBER 2014 during the preceding year. Northern Society regards this as one of our flagship annual events as it represents an opportunity to celebrate the success of recently qualified members and exam prize-winners from across the north of England who may not be able to travel with their family to London when they receive invitations from ICAEW to new member ceremonies at Chartered Accountants’ Hall.

In April 2014 this was again held in the King’s Hall, Newcastle University, hosted by Jeanette Brown and we welcomed Martyn Jones, ICAEW President who congratulated all successful students. Nigel Mills, Chairman of the North East Entrepreneurs Forum made an interesting speech, which was appreciated by all the audience of 180 young accountants, their families and friends. The Society is most grateful to Newcastle University Business School for making this superb facility available and for the support of CABA and CAPET.

The Society has continued to actively support national ICAEW initiatives including the BASE (Business, Accounting and Skills Education) business competition. In 2014 we increased the number of heats in the Northern Society area with two heats taking place in Newcastle together with heats in Carlisle and on Teesside for the first time. The winning school team from each of the 4 heats then represented northern England at the national finals in Birmingham. Special congratulations to King Edward VI School, Morpeth and their mentor Hayley Lewis from National Audit Office, Newcastle who were highly commended in the national finals. Northern Society is grateful to the continued support received from our members who volunteer their time to assist with BASE, either by acting as a team mentor or judge or promoting the event with local schools.

Careers fairs continue to be held at local universities. Members both in practice and in business and younger members with recent first-hand experience of recruitment, education and training are encouraged to provide on-going assistance – please contact Joanne Lucking for more information. joanne.lucking@icaew.com Northern Society and its branches continue to recognise emerging finance success at a number of local universities where we sponsor prizes for high performing students who are interested in pursuing a career in finance and accountancy.


Northern Society was delighted when John Howarth, was elected Chair of the ICAEW Student Council in April 2014. John, who was the outgoing Chair of NCASS and the previous ISC Vice-Chair, represented ACA students on the ICAEW Council over the year, as well as chairing meetings and representing the ICAEW at a variety of functions. John also represented Chartered Accountants Worldwide at the One Young World Conference in Dublin in October 2014.


The Students’ Committee, under the chairmanship of Robert Cooper, has continued to ensure that NCASS is an active Society, holding regular social and sporting events. Once again, the society organised successful Annual Dinners at Newcastle Civic Centre and the Riverside Stadium, Middlesbrough raising money for local charities.


The Committee under the chairmanship of Joanna Scott has held social events during the year.





NEYCAG has continued its successful blend of social and skills activities and pan-professional events under the stewardship of a committed and active committee.

More details about NEYCAG can be found at neycag.co.uk GOLF Mark Gilpin continues to organise events involving members, including matches with other professions. In Cumberland, two Golf competitions were held, despite the weather, organised by Peter Ellwood. If you are interested in joining in these activities, please contact Mark on 0191 492 3864 or Peter on 01900 603623.


The Northern Society has once again enjoyed an extremely active and successful year, supported by the three energetic and enterprising Branches.

We refreshed our Northern Society strategy during the year which aims to build on our existing strengths of Networking; Social; Courses & Confidence and Access.

We continue to encourage the involvement of all sectors of the membership and hope that they will find something of interest and relevance in our wide range of courses and events which have been developed specifically for their benefit.

We have also continued to support ICAEW national initiatives including BASE, and BusinessFutures and to represent the views of our members from across the north in debate and discussion alongside other district society volunteers from across the country in meetings with ICAEW.

The job of President is greatly helped by the work of all those who support Northern Society activities. Your President would personally like to thank the three Branch Chairs and their hard-working committees of volunteers who give their time freely and do an excellent job maintaining the work of the Society. Also, special thanks are due to Pam Clarke and Sam Hill, in the North East, and Charlotte Richardson in Cumbria, for all their work in continuing to mastermind a high quality range of courses, which are at the core of our service to members.

Finally, the President would like to thank his fellow Officers, Rob Tindle, David Arthur, Peter Longmore and Karen Muir for all their support and encouragement and to the regional staff, Keith Proudfoot, Joanne Lucking, and Lorna Hansell for their invaluable assistance and support of Northern Society activities over his year of office.

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At 31 December 2014 the membership was 1,990.


The committee met seven times in 2014. Reports were submitted to the Committee on District Society matters, Institute Council, Courses, Social Activities, Recruitment, Education and Training and the Students’ Society (NCASS) and Younger Members (NEYCAG) activities.


The varied courses programme continued to provide high-quality CPD opportunities to our members in Practice and in Business through the wide range of half day and full day courses.

A comprehensive programme of 21 courses was delivered during 2014, including the weekend residential course at Redworth Hall. Overall courses were well attended and received very good feedback from members. As in previous years, Pam Clarke and Sam Hill are to be congratulated for her excellent contribution to this highly successful programme.


The Chairman’s Dinner in May 2014 proved to be a very enjoyable evening. Held at Seven Stories, the national centre for children’s books in Newcastle, the event had a friendly, informal and informative evening thanks to our guest speaker, Ian Woodall, a British mountain climber who has climbed Mount Everest several times. The dinner raised £580 for the nominated



FOR THE YEAR ENDED 31 DECEMBER 2014 charity, Tiny Lives that supports premature and sick new born babies and their families on the Neonatal Unit at the RVI hospital in Newcastle. The Chair would like to thank those who attended the event and Newcastle University Business School for their generous sponsorship.

In June, ten members and non-members enjoyed a presentation, Q &A session and tour of the south-side of operations of the Port of Tyne. This was an excellent opportunity to get behind the scenes of one of the UK’s major deep sea ports, named North East Business of the Year 2013 in the North East Business Awards.

Following the summer-break, September saw the annual Tyne and Wear Charity Quiz. Eight teams battled to win the coveted trophy and the opportunity to choose a charity as the recipient of the raffle proceeds and profit from the evening. The winning team chose the RNLI as its chosen charity for whom a £561 donation was made.

October provided the opportunity for a visit to the Big Lamp Brewery in Newburn for a brewery tour and beer tasting. This was a well-attended event which provided the opportunity of sampling several beers and then resampling them just to be sure.

Prior to the Northern Society dinner in October, the Chair, in his capacity as a degree programme director at Newcastle University Business School, arranged for ICAEW President, Arthur Bailey and Charles Carter, ICAEW Director of Regions to meet some prize-winning students from the University. This was an excellent opportunity for the ICAEW President to meet and hear from students, who are studying for the ACA qualification as part of their degree programme.

We look forward to an equally successful and well-represented year of social events for 2015.


NCASS has continued to provide a series of popular and well attended events for accountancy students including their well-attended Newcastle Annual Dinner. We have continued to support NCASS’s activities and their role in supporting and obtaining feedback direct from students for the Institute.

With the support of NCASS and Northern Society General Committee, Tyne and Wear again ran the highly successful Prize Giving and Graduation Ceremony for students and newly qualified members. We would like to thank Newcastle University Business School for their continued support in hosting this event that is much appreciated by the attendees and their guests and also thanks to CABA and CAPET for their support.


Many thanks to all those who have helped to make this another successful year for the Society, in particular Keith, Joanne and Lorna at the Northern Region, all of the Committee Members, and all those who have supported the Society’s course programme and social events throughout the year.

I have very much enjoyed serving as Tyne & Wear Chairman during the past year, my second and last year and would like to wish by successor, Richard Slack, every success in continuing with a strong Committee to secure a healthy pipeline of events. I am sure he will enjoy the role as much as I have.

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FOR THE YEAR ENDED 31 DECEMBER 2014 Teesside 2014 report



The Committee has pleasure in presenting its Annual Report for the year ended 31 December 2014.


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At 31 December 2014 the membership of the Society was 796.


The 65th Annual Dinner held on 14 November 2014 was attended 195 members and guests.

Hilary Lindsay (ICAEW Vice President) spoke about how ICAEW was increasing opportunities for young people to become accountants. Linda Pach proposed the toast to the guests on behalf of the TSCA and Kevin Shakesheff responded with a presentation covering shipping, aspects of the High Tide Foundation’s work and anecdotes from his life. The evening was a great success and £5,876 was raised for Kevin Shakesheff’s chosen Charity the High Tide Foundation. Thanks must go to the sponsors for the evening Aldermore Bank, Avensure, Happy Brokers and Hays. Thanks also to Barclays Business for their donation matching, which contributed positively to the charitable donations received on the evening.


In 2014 we continued to host the ICAEW Business Confidence and Economic Review Seminars, two were held in Middlesbrough to an audience of Chartered Accountants from practice and industry together with local business people and other professionals. These events continued to be a popular addition to the branch’s calendar.

In April 2014 the annual joint supper was held with Tees Valley Bankers and Solicitors at the Riverside Stadium, Middlesbrough. The event was again a great success and well attended once again.

The NCASS Teesside student dinner held in May 2014 was again well supported.


The Group continued to meet regularly throughout the year, with encouraging numbers enjoying presentations from guest speakers covering a variety of informative and relevant topics. Many thanks must go to Rob Tindle and Beverley Blakey for their continuing efforts in promoting the Group.


The committee met five times during 2014 in addition to the Annual General Meeting held on 13 May 2014 at The Claireville Hotel, Eaglescliffe, Stockton-on-Tees. The forthcoming Annual General Meeting will be held on 19 May 2015 at Teesside University, Darlington Campus.

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