ACIE London/Wales Conference 23rd June 2017

  • Friday, June 23, 2017
  • 9:30 AM - 4:15 PM
  • Woburn House, Tavistock Square, Kings Cross, London WC1H 9HQ


  • As per email
  • From 3rd April until 4th May 2017 - then extended until 23rd May 2017.
  • i.e. more than one person from the same organisation.
  • From 5th May until 16th June 2017
  • VIE only

Dear Colleague,

Thank you for registering for the ACIE Annual Conference 2017. We look forward to welcoming you on 23rd June at Woburn House, London.

Please note all cancellations must be in mail/email at least 10 days before the event. Refunds at the discretion of the Trustees.
Registration is closed

ACIE - Annual Conference: England and Wales 23rd June 2017 

Welcome to our England and Wales Conference for 2017. This event will be relevant to accountants in practice who have charity clients, to community accountants, to church and charity finance staff, to treasurers and trustees, and to voluntary independent examiners.

Our Annual Conference is open to Members and Non-members.

Conference Programme (Click here for a paper copy of the programme)

09:30 - 10:00 Registration - Tea/Coffee 

10:00 - 10:10 Welcome and opening remarks - ACIE Chair, Chris Smith

10:10 - 10:40 Update from the Charity Commission England and Wales - including new Directions - Alan Rawling (Charity Commission England and Wales)

10:45 - 11:45 Workshops - Session 1 

11:45 - 12:00 Coffee/Tea break 

12:00 - 12:30 Maximising the potential of the Trustees Annual Report - Andrew O’Brien - Charity Finance Group,  Head of Policy & Engagement 

12:30 - 13:00 Responsible Record Keeping for Small Charities - Dr Charlotte Clements UCL - Institute of Education 

13:00 - 13:45 Lunch 

13:45 - 14:45 Workshops - Session 2 

14:45 - 15:00 Coffee/Tea - Break 

15:00 - 16:00 Workshops - Session 3

16:00 - 16:15 Closing remarks - ACIE Chair

Workshops - Session 1 10:45 - 11:45

1a. Using PQASSO* to ensure financial good practice Nadeem Razvi Program Manager, NCVO. (*Practical Quality Assurance System for Small Organisations is a performance evaluation system and quality mark for charitable organizations in the UK.

1b. Benefits of Full Membership and how to apply - Ian Barrett - ACIE Fellow and Chair of Membership Committee.

1c. Tax and Gift Aid - Neil Paterson HMRC Charities Outreach Team

1d. Talking finance: how to communicate numbers to non finance people - Gillian Mckay - Institute of Chartered Accountant In England and Wales

Workshops - Session 2 13:45 - 14:45

2a.CIOs/CIC and the direct conversion process - Professor Gareth Morgan

2b. Managing your reserves - Nick Dugdale International Financial Planning & Analysis Manager - Compassion in World Farming 

2c. Reporting to the commission: a practical guide to best practice - John O'Brien - Chief Executive - Community Accounting Plus

2d. Understanding and using FRS 102 - Mrs Sarah Smith - ACIE Fellow Chartered Certified Accountant

Workshops - Session 3 15:00 - 16:00

3a ACIE ‘Ask the Examiner’: A chance to ask questions and swop good practice amongst fellow IE’s

 3b Anti-money laundering update Anne Davis - Institute of Financial Accountants 

3c Cash and investments - managing conflicting risks  - Andrew Hunter Johnston - CCLA

3d - ACIE CPD workshop - introduction to our CPD programme - Anne-Marie Barry - ACIE Development Manager


Early Bird Rate: £90 - available between 1st April 2017 and 4th May 2017

Standard Rate: £120 

Voluntary IE Rate: £60

Booking closes 14th June 2017 - Please contact the office directly after that date to enquire about spaces.

Costs include: 

  • Handouts on the day. In an effort to reduce waste full copies of slides and presentations will be emailed to you after the event. 
  • Morning refreshments, lunch and afternoon refreshments (Please let us know if you have a specific dietary requirement.)
How to get there:

Woburn House Conference Centre Woburn House
20-24 Tavistock Square
London WC1H 9HQ

Woburn House is in Central London in Tavistock Square, south of the Euston Road:

  • 5 minutes walk from Euston Station
  • 8 minutes walk from St Pancras International and Eurostar terminals
  • 10 minutes walk from Kings Cross Station
  • 5 minutes walk from Russell Square and Euston Square Underground

A number of buses stop on Tavistock square including the 59, 68,

168 and 91. Click here to visit the Transport for London website.

Click here for a map

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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