ACIE Professional Series: An Introduction to Charity Accounting & Independent Examination - Leeds

  • Tuesday, March 28, 2017
  • Wednesday, March 29, 2017
  • 2 sessions
  • Tuesday, March 28, 2017, 10:00 AM 4:00 PM (BST)
  • Wednesday, March 29, 2017, 10:00 AM 4:00 PM (BST)
  • Northern Ballet, Quarry Hill, Leeds, LS2 7PA
  • 11


  • Login to the website before commencing booking if you are a member who has paid their 2016-17 membership subscription to the association
  • To book as a VIE member, contact the office for the VIE code tel: 01524 34892 or email: - the office is open 1:00 - 5:00pm weekdays.

    A VIE member of ACIE is someone who has paid their subscription for 2016-17 to the association and has met the Voluntary Independent Examiner (VIE) requirements.
  • Those who are not currently members of the association. Anyone enrolling on this course will automatically become an Affiliate member of ACIE until 31 March 2018.

Registration is closed

ACIE Professional Series:

An Introduction to Charity Accounting & Independent Examination

course aims: this two-day course aims to introduce participants to the:

  • Principles of Charity Accounting and the form and content of charity accounts as required by the Charities SORP (FRS102)
  • Principles and practicalities of undertaking an Independent Examination and the Charity Commissions’ Directions to independent examiners

Participants will have little previous knowledge or experience in charity accounting but will be familiar with generally accepted accounting principles and reporting. They are likely to be qualified or experienced accountants and may have experience of auditing, but will be unfamiliar with independent examination.

The cost includes course notes, refreshments and lunch during both days.

Numbers are limited so do please book soon.

dates:  Tuesday 28 & Wednesday 29 March 2017

times:  10:00 am - 4:00 pm (registration from 9:30 am)

venue:  Northern Ballet, Quarry Hill, Leeds, LS2 7PA

payment: on-line booking and payment is preferred, but BACS or cheque are also acceptable - download the PDF booking form from the website (at the bottom of this page) or contact the office for details:  

cost of the two-day course:

ACIE member:  £300.00

ACIE VIE* member:  £150.00 (contact the office to confirm your Voluntary Independent Examiner status and request the VIE booking code)

Non ACIE member:  £500.00 (the non-member fee includes ACIE Affiiate membership to 31 March 2018 - at which point, you will be invited to renew)

access and dietary requirements: do contact the office with any dietary requirements you may have and which we need to inform the caterers of, and any access issues that we need to be made aware of for you to fully participate in this event - email:

cancellations: if once having booked, you find you are unable to attend, please confirm this as soon as possible with the ACIE office in writing. If it is possible for us to find a replacement attendee, then a partial refund may be made, but this will be at the discretion of the ACIE Trustees.

trainer: Sarah A Smith (Mrs) BSc (Hons) FCCA FCIE. Sarah has been in Practice since 1992, building up to employing 4 members of staff, serving around 300 tax and charity clients in Bucks/Oxon. Relocating back to her home county of Leicestershire in 2013 she continues with a smaller portfolio of mainly charity clients, who span the full range of work, from new charities just registering to established organisations with £3.5 million turnover. Sarah lectures in both UK taxation and charity accounting & governance, and is a published technical author.

*ACIE VIE members: members acting on a voluntary basis are entitled to attend at the reduced rate, providing they have confirmed that they have met the two conditions:

a) they have personally acted as an Independent Examiner for at least one charity in the last year; and 

b) they act purely on a voluntary basis - neither they, nor any firm or organisation they are engaged with has more than £250.00 income per year in relation to work on independent examination.

Also: Course information and booking form on downloadable PDF - available by clicking here - should you wish to pay by BACS or by cheque.

The Association of Charity Independent Examiners

About Us:

Registered Company Limited by Guarantee 7461134
Registered in England at1st Floor, Block C, The Wharf, Manchester Road Burnley BB11 1JG

Registered Charity in England & Wales No: 1139609
Registered Charity in Scotland No: SC039066

Contact Us:

Telephone: 0131 659 9751 or 07899 891616 Email:       
Address: 1st Floor, Block C, The Wharf, Manchester Rd, Burnley, BB11 1JG

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