9.30 - 10.30
PLENARY 2 - University of Oxford
Dr Charlotte Taylor, Director Financial Planning and Analysis, University of Oxford
TBC
11.00 - 12.00
WORKSHOP 4A - BUFDG
Julia Ascott, Employment Taxes Specialist, BUFDG
Julia joined BUFDG in October 2019 as our Employment Tax specialist, after working at Deloitte, Grant Thornton and more recently, in her own business where she was first introduced to the HE sector. Her experience within the world of employment taxes spans over 20 years’ and she will happily chat about employment status issues for hours so don’t get her started. Her role at BUFDG is to inform and assist the HE sector on current, topical employment tax, pensions, payroll, CIS and global mobility issues as well as highlight broader issues to HMRC on behalf of the HE sector.
Andrea Marshall, Tax Specialist, BUFDG
Andrea’s career spans over 30 years, beginning in 1988 when she joined HM Customs & Excise as a VAT Officer. After 20 years in practice, she joined the University of Worcester in 2013 as its Tax Officer, before moving to BUFDG as its Tax Specialist in March 2020. Her BUFDG role involves updating the HE sector on current, relevant tax issues; providing training and resources; liaison with HMRC, advisors and other third parties; and arranging events, including the Annual Tax Conference. Outside work, Andrea can be found walking her beloved dog (Wilma), running (slowly!), and generally trying to organise her life!
WORKSHOP 4B - TBC
Speaker - TBC
Synopsis - TBC
WORKSHOP 4C - University of the Arts, London
Jennifer Ingham, Head of Income Services, University of the Arts London
Jennifer is a Chartered Management Accountant with extensive experience leading operational, financial and customer-facing services within complex organisations. Her work spans payments, service improvement, compliance, systems development, risk management and customer experience, with a particular focus on using technology and data to improve outcomes and efficiency. Jennifer has led a range of initiatives to modernise processes, strengthen controls and enhance user journeys. She achieved the second-highest mark globally in CIMA's Strategic Case Study examination and is passionate about helping organisations recognise the strategic value of payments in shaping customer behaviour, managing risk and delivering better services.
13.30 - 14.30
WORKSHOP 5A - JS Group
Simon Wright, Head of Partner Engagement, JS Group
TBC
WORKSHOP 5B - UKRI
Rod Viggers, Director Risk, Assurance, Counter Fraud and Investigations, UKRI
Rod has overall responsibility for the UKRI’s risk management, assurance, insurance, counter fraud and investigation functions. Rod is a chartered internal auditor and has a wide leadership experience covering the governance, risk management and internal control of research and innovation administration and delivery. Prior to joining UKRI in 2019, Rod held senior internal audit roles with Government Internal Audit Agency and Research Councils Internal Audit with most of this experience in research related settings.
WORKSHOP 5C - Jisc
Liam Earney, Managing Director HE and research, Jisc
Liam is managing director of higher education and research at Jisc and lead HE member engagement through and with Jisc’s account management team. He is accountable for Jisc's HE and research strategies and their implementation. This includes engaging with senior sector stakeholders and, internally, working closely with Jisc’s product directorates to meet sector needs. Alongside his role as MD he is responsible for Jisc’s digital content and software negotiations, its provision of discovery services and its work in open research. His interest in the development of partnerships and collaborations at Jisc has seen him work with tertiary education, funders, cultural bodies, international organisations and the health sector to improve access to knowledge and information to support education and research.
15.00 - 16.00
WORKSHOP 6A - UNIAC / University of Manchester
Richard Young, Director, UNIAC
Richard has worked at Uniac since its establishment in 1992. He’s worked with the previous and current sector regulator in areas such as governance effectiveness, risk management and fraud, liaising with institutions in developing best practice frameworks.
WORKSHOP 6B - Universities Scotland
Claire McPherson, Director, Universities Scotland
Claire became Director of Universities Scotland on 25 March 2024, joining from the Scottish Government. Claire has worked in various roles in over a decade of service in the Scottish Government, including: Constitutional Policy and Engagement in the lead up to the 2014 Independence Referendum; Cross Government Strategy and Programme for Government delivery; Deputy Head of First Minister Policy and Delivery Unit; Public Sector Reform; Community Empowerment; Third Sector strategic lead; Population and Migration Strategy. Prior to the Scottish Government, Claire served as the Deputy Director of Policy at the Scottish Funding Council. She also has ten years in a variety of roles at the Youth Justice Board for England and Wales.
WORKSHOP 6C - Simon Perks & Company
Simon Perks, Managing Director, Simon Perks & Company
Simon Perks is a specialist financial and management consultant working with organisations across the higher education sector. He’s a chartered management consultant, two sorts of chartered accountant and a qualified executive coach with a ‘big four’ background and twenty five years’ of professional experience. Simon teaches BUFDG’s twice-yearly ‘Introduction to TRAC’ course and works regularly with universities and research organisations to streamline their TRAC models and to make better use of their TRAC data.
