Events

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• Webinar: Supporting the Closure of a Charity; Supporting a Merger of a Charity

  • When
    Wednesday, April 09, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Supporting the closure of a charity; supporting a merger of a charity.

  
  

  With Margaret Birse, Tangram Accounting, MSc Cert.Acc(Open) CCFA CIPFA (affil) FCIE.
  

  Show details
• Charity Accounts Prepared on an Accruals Basis (England and Wales)

  • Start
    Wednesday, April 09, 2025
  •  
  • End
    Wednesday, April 30, 2025
  •  
  • Schedule
    2 sessions
  • Location
    Online and Face to Face (Birmingham)

  Register

  Charity Accounts Prepared on an Accruals Basis ( (England and Wales).

  Sarah Smith

  
  

  This course is open to everyone, including non-members. 

  
  

  From 2025, Affiliate Members applying for Full Membership, either as a Fellow or for a licence (as an Associate Member) to act as Independent Examiner for charities publishing accruals accounts, must have attended this course or one or more of the other 'Charity accounts prepared on an accruals basis' courses run by ACIE in 2025 or subsequently.

  
  

  All elements of the course must be completed for certification.

  
  

  Online (2 hours): 7-9pm

  Wednesday 9th April

  Second class tbc

  
  

  Birmingham:  the face to face meeting will be negotiated with participants.

  Show details
• Webinar: Setting Up as a Self-employed Independent Examiner

  • When
    Wednesday, April 23, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Rachel Cooper ACA, self employed Independent Examiner, discusses the practical aspects of setting up as an Independent Examiner.

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• ACIE Scotland Branch Meeting

  • When
    Friday, April 25, 2025
  •  
    2:30 PM - 5:30 PM
  • Location
    Park Lane House, 47 Board Street, Glasgow G40 2QW - Ground floor meeting room

  Register

  We would like to welcome Scotland members to an informal networking meeting hosted by Trustee Isabel Harland.

  
  

  We want to give you a chance to meet each other, and to assist us in setting the agenda for training events and conferences for Independent Examiners.

  
  

  Refreshments will be provided.

  Show details
• Webinar: Gift Aid

  • When
    Wednesday, May 07, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Gift Aid.

  
  

  With Margaret Birse, Tangram Accounting, MSc Cert.Acc(Open) CCFA CIPFA (affil) FCIE.
  

  Show details
• Building your Independent Examination skills.

  • When
    Wednesday, May 14, 2025
  •  
    2:00 PM - 5:00 PM
  • Location
    Zoom
  • Spaces left
    6

  Register

  • • The course will be facilitated through Zoom using an informal ‘lecture’ style & practical workshop sessions with plenty of opportunity for the exchange of ideas and experience.

      This course uses a case study, practical exercises and brings in your experience covering key areas of concern in Independent Examination:

      Prior to the course and starting at 10am there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise participants who are unused to online meetings.

      ·       Materiality and risk

      ·       Adequacy of records

      ·       Vouching & analytical review

      ·       Qualification of reports

      We will look at the above areas of concern alongside the ACIE workbook so you understand how this resource can support your IE practice.  We are aiming to build confidence in your practice.

      You’ll get most out of the session if you complete the small amount of pre-course work requested – familiarising yourself with the case study and sending in any burning questions you would like to address during the session.

      This course is for people with knowledge of charity accounting who are new to, or have some experience of, independent examinations and are looking to develop their practice.

      The course is open to members and non-members.

      Delivered by Rachel Cooper, BSc ACA, Wellbeck Accounting.

      The Independent Examiner Workbook covered in this course may be purchased from Payhip for £55. If you are a VIE member please contact Farah at Admin@acie.org.uk for the discount code.

    
    

  Show details
• ACIE Annual England & Wales Conference 2025

  • When
    Thursday, May 15, 2025
  •  
    9:30 AM - 4:00 PM
  • Location
    Senator House 85 Queen Victoria Street London EC4V 4AB UK

  Register

  This year's England & Wales Conference will be sponsored by Quilter Cheviot.

  
  

  Speakers include:

  Charles Mesquita (Quilter Cheviot) on Investments

  Kelly Gallagher (RSMUK) on Reporting Staff Costing

  Margaret Birse (Tangram Accounting) on Identifying Fraud.

  Matthew Lagden (Legacy Management) on Managing Legacies

  Miranda McGinn (WCVA), Financial Issues in Wales

  Daniel Chan (PwC), on Revisions to the SORP
  Janine Edwards (Silverdale Associates) on Ensuring Effective Governance of Overseas Activity.

  
  

  Early Bird Ticketing Closes on 31st March 2025.

  Full Programme Here.

  
  

  
  

  
  

  
  

  Show details
• Webinar: Issues when Undertaking an Independent Examination

  • When
    Wednesday, May 21, 2025
  •  
    1:00 PM - 2:00 PM
  • Location
    Zoom

  Register

  Common Issues when Undertaking and Independent Examination.

  
  

  With Board member Tony Clarke FCPA.

  Show details
• Charity Accounts Prepared on a Receipts and Payments Basis (Scotland)

  • When
    Saturday, May 31, 2025
  •  
    9:30 AM - 4:00 PM
  • Location
    Glasgow tbc

  Register

  Charity Accounts Prepared on a Receipts and Payments Basis (Scotland)

  Margaret Birse

  
  

  This course is open to everyone, including non-members. 

  
  

  From 2025, all Affiliate Members applying  for Full Membership (whether: (a) to be a Fellow; (b) for a licence, as an Associate Member, to act as Independent Examiner for charities publishing accruals accounts; or (c) for a licence, as an Associate Member, to act as Independent Examiner for charities publishing receipts and payments accounts) must have attended this course or one or more of the other 'Charity accounts prepared on a receipts and payments basis' courses run by ACIE in 2025 or subsequently.

  
  

  
  

  Delivery: Glasgow tbc

  
  

  Show details
• Webinar: Charity Trading

  • When
    Wednesday, June 11, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Charity Trading

  
  

  With Margaret Birse, Tangram Accounting, MSc Cert.Acc(Open) CCFA CIPFA (affil) FCIE.
  

  Show details
• Applying for Full Membership

  • When
    Wednesday, June 25, 2025
  •  
    10:00 AM - 4:00 PM
  • Location
    Manchester tbc
  • Spaces left
    10

  Register

  This course applies to all applicants for Full Membership, wherever they are based in the UK, and whether the charities that they are examining (or intend to examine) are registered in England and Wales, Scotland or Northern Ireland (or any combination thereof.
  

  
  

  ACIE Fellow Chris Smith will take you through the process of applying for Full Membership, supporting  you to understand the standards of accounting required, and avoid the common pitfalls.

  
  

  This course does not guarantee  that your application will be accepted, but we hope that it will increase the likelihood of success.

  
  

  
  

  
  

  
  

  Show details
• Webinar: Closing a Charity

  • When
    Wednesday, July 09, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Closing a Charity

  
  

  With Sarah Smith BSc, FCCA, FCIE. 

  
  

  
  

  
  

  Show details
• Webinar: Developing Reserves Policies

  • When
    Wednesday, July 23, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Developing Reserves Policies

  
  

  With Brian Seaton, Small Charity Support

  Show details
• ACIE Scotland Branch Meeting

  • When
    Friday, July 25, 2025
  •  
    2:30 PM - 5:30 PM
  • Location
    Park Lane House, 47 Board Street, Glasgow G40 2QW - Ground floor meeting room

  Register

  We would like to welcome Scotland members to an informal networking meeting hosted by Trustee Isabel Harland.

  
  

  We want to give you a chance to meet each other, and to assist us in setting the agenda for training events and conferences for Independent Examiners.

  
  

  Refreshments will be provided.

  Show details
• Building your Independent Examination skills

  • When
    Tuesday, August 05, 2025
  •  
    10:00 AM - 1:00 PM
  • Location
    Zoom
  • Spaces left
    10

  Register

  • • The course will be facilitated through Zoom using an informal ‘lecture’ style & practical workshop sessions with plenty of opportunity for the exchange of ideas and experience.

      This course uses a case study, practical exercises and brings in your experience covering key areas of concern in Independent Examination:

      Prior to the course and starting at 10am there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise participants who are unused to online meetings.

      ·       Materiality and risk

      ·       Adequacy of records

      ·       Vouching & analytical review

      ·       Qualification of reports

      We will look at the above areas of concern alongside the ACIE workbook so you understand how this resource can support your IE practice.  We are aiming to build confidence in your practice.

      You’ll get most out of the session if you complete the small amount of pre-course work requested – familiarising yourself with the case study and sending in any burning questions you would like to address during the session.

      This course is for people with knowledge of charity accounting who are new to, or have some experience of, independent examinations and are looking to develop their practice.

      The course is open to members and non-members.

      Delivered by Rachel Cooper, BSc ACA, Wellbeck Accounting.

      The Independent Examiner Workbook covered in this course may be purchased from Payhip for £55. If you are a VIE member please contact Farah at Admin@acie.org.uk for the discount code.

    
    

  Show details
• Webinar: Debanking

  • When
    Wednesday, August 27, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  A representative of Stuart Davis Consultancy will address the growing concerns around "debanking", in which charities find themselves deprived of banking facilities.

  
  

  Show details
• Applying for Full Membership

  • When
    Wednesday, October 08, 2025
  •  
    10:00 AM - 4:00 PM
  • Location
    Online
  • Spaces left
    9

  Register

  This course applies to all applicants for Full Membership, wherever they are based in the UK, and whether the charities that they are examining (or intend to examine) are registered in England and Wales, Scotland or Northern Ireland (or any combination thereof.
  

  
  

  ACIE Fellow Chris Smith will take you through the process of applying for Full Membership, supporting  you to understand the standards of accounting required, and avoid the common pitfalls.

  
  

  This course does not guarantee  that your application will be accepted, but we hope that it will increase the likelihood of success.

  
  

  
  

  
  

  
  

  Show details
• Webinar: Revenue Recognition

  • When
    Wednesday, October 08, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Revenue Recognition

  
  

  With Sarah Smith BSc, FCCA, FCIE. 

  
  

  
  

  
  

  Show details
• ACIE Annual Scotland and N. Ireland Conference 2025

  • When
    Thursday, October 09, 2025
  •  
    9:30 AM - 4:00 PM
  • Location
    The Barracks, Stirling

  Register

  Welcome to the ACIE Annual Conference

  
  

  Our speaker from OSCR this year will be Charles Willis, providing an update on new Charity legislation in Scotland.

  
  

  Speakers include

  Mark Heaton, FCIE, KMM, on the new SORP

  Eline Lofgren, Evelyn, on Investment

  Brodies LLP on Mergers

  
  

  and more to come.

  Show details
• Webinar: Leases

  • When
    Wednesday, October 22, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Leases

  
  

  With Sarah Smith BSc, FCCA, FCIE. 

  
  

  
  

  
  

  Show details
• ACIE Scotland Branch Meeting

  • When
    Friday, October 31, 2025
  •  
    2:30 PM - 5:30 PM
  • Location
    Park Lane House, 47 Board Street, Glasgow G40 2QW - Ground floor meeting room

  Register

  We would like to welcome Scotland members to an informal networking meeting hosted by Trustee Isabel Harland.

  
  

  We want to give you a chance to meet each other, and to assist us in setting the agenda for training events and conferences for Independent Examiners.

  
  

  Refreshments will be provided.

  Show details
• Building your Independent Examination skills

  • When
    Wednesday, November 05, 2025
  •  
    2:00 PM - 5:00 PM
  • Location
    Zoom
  • Spaces left
    10

  Register

  • • The course will be facilitated through Zoom using an informal ‘lecture’ style & practical workshop sessions with plenty of opportunity for the exchange of ideas and experience.

      This course uses a case study, practical exercises and brings in your experience covering key areas of concern in Independent Examination:

      Prior to the course and starting at 10am there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise participants who are unused to online meetings.

      ·       Materiality and risk

      ·       Adequacy of records

      ·       Vouching & analytical review

      ·       Qualification of reports

      We will look at the above areas of concern alongside the ACIE workbook so you understand how this resource can support your IE practice.  We are aiming to build confidence in your practice.

      You’ll get most out of the session if you complete the small amount of pre-course work requested – familiarising yourself with the case study and sending in any burning questions you would like to address during the session.

      This course is for people with knowledge of charity accounting who are new to, or have some experience of, independent examinations and are looking to develop their practice.

      The course is open to members and non-members.

      Delivered by Rachel Cooper, BSc ACA, Wellbeck Accounting.

      The Independent Examiner Workbook covered in this course may be purchased from Payhip for £55. If you are a VIE member please contact Farah at Admin@acie.org.uk for the discount code.

    
    

  Show details
• Webinar: Examining Accounts of Charities Where Things Have Gone Wrong

  • When
    Wednesday, November 12, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Examining accounts of charities where things have gone wrong

  
  

  With Sarah Smith BSc, FCCA, FCIE. 

  
  

  Show details
• ACIE Annual UK Wide On-Line Conference 2025

  • When
    Thursday, November 13, 2025
  •  
    10:00 AM - 4:00 PM
  • Location
    On-Line

  Register

  Welcome to the 2025 Online Conference.

  
  

  Details will be available by May 2025.

  
  

  
  

  Show details
• Webinar: Fraud and Serious Incident Reporting

  • When
    Wednesday, November 26, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Fraud and Serious Incident Reporting

  
  

  With Margaret Birse, Tangram Accounting, MSc Cert.Acc(Open) CCFA CIPFA (affil) FCIE.
  

  Show details
• Webinar: Understanding the Impact of the Autumn Budget on Charities

  • When
    Wednesday, December 03, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Bim Ewatade is the founder of AE Accountax Ltd, a firm of Incorporated Financial Accountants and Tax Advisers with a mission of supporting Charities and Businesses in the healthcare sector to adapt, thrive and succeed in their mission. Bim is an Affiliate member of ACIE. Bim will be discussing how to assess the impact of the autumn budget.

  Show details
• Webinar: Understanding Financial Operations and Compliance for Minority-Led Charities & Churches in UK

  • When
    Wednesday, December 10, 2025
  •  
    12:30 PM - 1:30 PM
  • Location
    Zoom

  Register

  Understanding Financial Operations and Compliance for Minority-Led Charities & Churches in UK

  
  

  
  

  with Adejetu Alonge, Affiliate Member of ACIE.

  Show details