ACIE Annual Conference: UK Wide

  • Thursday, September 30, 2021
  • 9:30 AM - 4:00 PM
  • Online,

Registration

  • This ticket charges the purchaser the member rate (£20), and a pro-rata'd membership.
    It allows the purchaser discounts on all future events and on the IE workbook (details sent on joining).
  • Sponsors will be offered a 15 minute spot in the conference to talk directly to interested members about their firm.
    The sponsor logo will be included in the conference brochure.
    A free place in conference talks and workshops is included.
  • Sponsors will be offered a 15 minute spot in the conference to talk directly to interested members about their firm.
    The sponsor logo will be included in the conference brochure.
    The sponsor logo will be included in the branding of the online conference visuals.
    Two free places in conference talks and workshops are included.

ACIE - Annual Conference

UK Wide

Online


The Association of Charity Independent Examiners recognises that the charity sector has been faced by its most severe challenge in decades.  The Regulators have responded by providing guidance on the impact of Covid-19 and the Association has strived to provide support to Examiners throughout the pandemic, who in turn support the charities for whom they work.  One of the ways we wish to do this is by offering our first virtual conference at a discounted rate for all attendees.

This year’s conference aims to reach all parts of the UK during these continued challenging times. The content includes areas to assist Examiners with their work whilst also recognising charities may be turning to Examiners, as an advisor, for help on other related matters.  We hope the topics provide you with additional insight to enhance the work you do for the benefit of Examiners and charities alike.

In order to address all jurisdictions we have parallel keynote speakers: we are delighted to welcome Maureen Mallon from OSCR, and a speaker from  CNNI as joint chair of the Committee and SORP-making body, to provide our annual updates.  Topical matters of interest include a presentation driven by the consultation on updated CC14 guidance on Responsible Investment and extended to endowment funds and the use of charity reserves.

We are also providing attendees with the opportunity to put questions to a panel of specialists.  All questions must be submitted in advance of the Conference to ensure you are provided with the most helpful and informative responses.  The event will end with a networking session, where delegates can meet with other members, to find out what’s happening in their region.

Morning Workshops.

  1. Gareth Morgan, Kubernesis: Issues facing IEs when forming a CIO to take over from an unincorporated charity in England & Wales.
  2. Chris Smith: What a good IE looks like (R&P), UK wide.
  3. Steven Carroll, HMRC:  Gift Aid
  4. Sarah Smith: Governance.

Afternoon Workshops

  1. Gareth Morgan, Kubernesis; VAT and smaller charities, key issues for IE.
  2. Chris Smith: What a good IE looks like (Accruals), UK wide.
  3. Javed Akhtar: Muslim charities, the requirements of Zakat, and IE.
  4. Stephen Carroll, HMRC, Gift Aid.

 

 

09:30

CONFERENCE OPENS ONLINE

10:00

Introduction from Kerry Clayton, Treasurer of ACIE

10:05

Keynotes

Maureen Mallon, Chief Executive of the Scottish Charity Regulator (OSCR). Updates from the Charity Regulator

Laura Anderson, Joint Chair of the Charities SORP Committee - an update on the new development process

10:50

Break

11:00

Morning workshops

  1. Gareth Morgan, Kubernesis: Issues facing IEs when forming a CIO to take over from an unincorporated charity in England & Wales.
  2. Chris Smith: What a good IE looks like (R&P), UK wide.
  3. Steven Carroll, HMRC:  Gift Aid
  4. Sarah Smith: Governance

12:00

Presentation: Fiona Gillespie, Investment Director & Kerry Clayton, Senior Trust Manager, Rathbones

Investment, Ethical Investing with Impact - Making a Statement

12:45

Break

13:15

Presentation from Garry Dalton, Account Executive at Keegan & Penny Kid on Insurance Services.

13:30

Afternoon workshops

  1. Gareth Morgan, Kubernesis; VAT and smaller charities, key issues for IE.
  2. Chris Smith: What a good IE looks like (Accruals), UK wide.
  3. Javed Akhtar: Muslim charities, the requirements of Zakat, and IE.
  4. Steven Carroll, HMRC, Gift Aid.

14:30

Break

14:40

Q&A with the Board: ACIE—what does the future hold?

Tony Clarke, Alison Cook, Fran Taylor, Lee Stevenson

15:10

Close of Conference: Kerry Clayton (Treasurer)

15:20

Networking rooms open


    

 


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: admin@acie.org.uk       
Address: 19 Windsor Place Edinburgh EH15 2AJ


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