Independent Examination and the Charities SORP 2026 (one-day workshop)

  • Tuesday, May 19, 2026
  • 10:00 - 16:30
  • The Studio, 7 Cannon St, Birmingham B2 5EP

Registration

  • This fee covers a table, two chairs, and room for banners. Up to two representatives may attend the talks and any other events.

    We will include your logo in the web site advertising.
  • This fee covers a 20 minute presentation; a table, two chairs, and room for banners. Up to two representatives may attend the talks and any other events.


    We will include your logo in the web site advertising.
  • Membership granted by Treasurer in the event of the need to roll over from another event.
  • Available until 31st March 2026
  • Available until 31 March 2026.
  • Available until 31 March 2026.
Register

Independent Examination and the Charities SORP 2026 (one-day workshop)

Presenters:

Mark Heaton (ACIE Chair) FCCA FCIE DChA

Jenifer Richardson FCA FCCA DChA

Sarah Smith MSc BSc FCCA FCIE


This full day workshop will provide an overview of the Charities SORP 2026 tiers, consider the threshold changes, Reserves, Going Concern, Leases, Income Recognition and Impact Reporting.


Programme: 

10:15    Introduction to SORP: an overview of current accounting regulations.

11:00    Financial Statements, Disclosures, and Technical Changes

11:45    Lease Accounting

12:30    Lunch

13:15    Reserves and Going Concern

14:00    Impact Reporting

14:45    Allocating Costs

15:30    Coffee/Tea Break

15:45    Income Recognition

16.15    Closing Remarks



Mark Heaton is the Managing Director of KM Chartered Accountants, and is a Certified Accountant (ACCA). Mark Heaton is a practicing accountant in Burnley, Lancashire. He is currently trustee and chair of ACIE and trustee of ACAT.


Jenifer Richardson is a self employed Chartered Accountant and Independent Examiner who started her career with Deloitte and has specialised in charity finance and governance for nearly thirty years.  

Jen sits on national and local charity boards including representing small charities on the ICAEW Charity Committee and chairing the ICAEW South West Charity Insights group.


Sarah Smith is a Fellow Chartered Certified Accountant and Fellow ACIE.
She has 33 years in mixed commercial and charity practice. In the last 10 years she has concentrated on her charity clients, from the smallest unincorporated community groups up to large charities requiring support to prepare accounts for their statutory audit . She also enjoys teaching and training in charity law, governance accounting and Independent Examination and acts as a Technical Advisor to ACIE.”



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