Mary Wallbank DChA, FCIE, FCA
Mary has a very high level of charity expertise. Having originally trained and qualified as a chartered accountant with a national firm she worked in general practice in different parts of the country, steadily developing her personal interest in charity work into a professional specialism. She now has over 25 years experience within the charity sector, and has helped and advised many different types of charities, large and small, over the years. This interest and experience has developed an excellent knowledge and understanding of the sector.
The Institute of Chartered Accountants awarded Mary one of the first Diplomas in Charity Accounting. This is the Institute's specialist qualification for the sector, based on proven experience and involves demonstrating a wide understanding of the sector as a whole. As well as accounting, tax and audit, it includes other areas such as strategy, governance and resource management.
Having settled in Hampshire over 20 years ago she built and led a prestigious team of charity and community sector specialists with a prominent and reputable accountancy practice.
During this time Mary’s clients included regional fund-raising charities such as Wessex Cancer Trust, medical research charities, an independent school (King Edward VI School in Southampton), The Jubilee Sailing Trust, Hampshire and Isle of Wight Community Foundation, a large army training charity, a national catholic publications charity, the County’s Womens’ Institute , Hampshire Scouts, the Nuffield Theatre, a Citizens Advice Bureau and voluntary co-ordinating bodies, such as Community Action Hampshire.
Mary has developed and presented charity seminars and workshops, both independently, and in conjunction with major firms such as the investment advisors, Rathbones, and solicitors, Paris Smith.
Negotiating directly with the Charity Commission on behalf of charities, she has obtained their agreement to deal with problem issues in a pragmatic way.
Mary regularly attends national charity conferences as well as local charity events, ensuring that she keeps abreast of developments in the sector. She was a founder member of the UK200 Charity Group for accountants working in the charity sector.
Mary now works with over 30 local and national charities to deliver cost effective services to the small charity sector and is a Member of the Institute of Chartered Accountants in England and Wales’ Charities and Voluntary Sector Special Interest Group.
- DipChA (Diploma of Charity Accounting) 2008 - Postgraduate diploma covering Policy, Law and Regulation / Strategy and Governance / Resource management / Accounting, Audit and Tax / Marketing / Finance Management
- FCIE (Fellow of the Association of Charity Independent Examiners) 2005
- FCA (Fellow of the Institute of Chartered Accountants) 1995
- BA (Hons) Kings College, London University 1979