Wednesday, May 7, 2025
11:30 AM - 1:30 PM (Pacific/Auckland)
Grant Thornton House
Level 15, 215 Lambton Quay
Wellington
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If you’re part of the leadership team for a charity, chances are you’re feeling the strain of economic uncertainty and its impact on funding, as well as the burden of increasing compliance requirements. 

Grant Thornton New Zealand and JBWere are hosting an insights session to help you address these issues. It will be an invaluable update if you’re charged with governance, or hold a position within senior management or finance teams of large Tier 1 or Tier 2 charities. And, if you’re a CA ANZ or CPA member, you can also add one hour to your verifiable CPD time. 

Here’s what’s on the agenda …

Navigate the funding conundrum 
The JBWere team will discuss its recent publication, ‘The Bequest Report’, which details the inter-generational wealth transfer that is taking place and explore how to leverage the bequest opportunity it offers for charities and other for-purpose organisations.

Conquer your compliance burden
Most charitable organisations will be impacted by ongoing regulatory change including the Incorporated Societies Act 2022 and significant anticipated changes to the Public Benefit Entity (PBE) financial reporting landscape. David Pacey, Partner at Grant Thornton & Zirus Zuber, Director at Grant Thornton, will cover how these will impact the time of income recognition, and provide an update about other financial reporting developments on the horizon for your charity.