Events

    • Wednesday, August 18, 2021
    • 2:00 PM - 5:00 PM (UTC+01:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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 Sarah A. Smith, BSc FCCA FCIE


    • Wednesday, September 15, 2021
    • 2:00 PM - 3:00 PM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Gareth Morgan of Kubernesis, discusses the accounts of charities converting to CIOs or SCIOs: unincorporated charities re-established as CIOs/SCIOs and direct conversions of former companies 

    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Tuesday, September 21, 2021
    • 10:00 AM - 11:00 AM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Mark Heaton  discusses different forms of external scrutiny of not for profit organisations.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, September 22, 2021
    • 2:00 PM - 5:00 PM (UTC+01:00)
    • Zoom
    Register

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

    This course is for people with knowledge of charity accounting who wish to extend their expertise in Accruals accounting for charities.

    The course is open to members and non-members. 

    Delivered by Sarah A. Smith




    • Wednesday, September 29, 2021
    • 2:00 PM - 5:00 PM (UTC+01:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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(Hons) ACA

    Wellbeck Accountancy



    • Thursday, September 30, 2021
    • 9:30 AM - 4:00 PM (UTC+01:00)
    • Online,
    Register

    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 Damian Sands 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. Stephen Carroll, HMRC:  Gift Aid
    4. Sarah Smith: Governance in England & Wales
    5. OSCR: Governance in Scotland

    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.

    Provisional Schedule.

    09:30

    Conference opens online

    09:45

    Introduction

    10:00

    Keynotes

    10:30

    Morning workshops

    11:30

    Break & networking rooms open

    11:45

    Presentation

    12:30

    Sponsor presentations

    12:45

    Lunch break

    13:30

    Q&A

    14:00

    Afternoon workshops

    15:00

    Plenary

    15:05

    16:00

    Networking rooms open

    Close






     





     

     


    • Thursday, October 07, 2021
    • 12:30 PM - 1:30 PM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Alison Cook talks you through the latest VAT changes.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, October 20, 2021
    • 12:30 PM - 1:30 PM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Margaret Birse talks you through the mpact of Covid-19 for Independent Examiners


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, October 27, 2021
    • 2:00 PM - 5:00 PM (UTC+01:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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(Hons) ACA

    Wellbeck Accountancy



    • Thursday, October 28, 2021
    • 12:30 PM - 1:30 PM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Chris Smith talks you through the latest issues around reserves and charity finance.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, November 10, 2021
    • 12:30 PM - 1:30 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Rachel Cooper discussed how to examine a charity's resilience and assess its position as a going concern.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Thursday, November 11, 2021
    • 12:30 PM - 1:03 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Mark Heaton (ACIE) takes you through R&P accounts for Independent Examiners.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, November 24, 2021
    • 12:30 PM - 1:30 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Alison Cook (ACIE) discusses what to report, and when to report it.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, November 24, 2021
    • 2:00 PM - 5:00 PM (UTC-00:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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 Sarah A. Smith, BSc FCCA FCIE


    • Wednesday, December 08, 2021
    • 1:00 PM - 2:00 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Tony Clarke (ACIE, NI) talks you through the role of an Independent Examiner


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, December 08, 2021
    • 2:00 PM - 5:00 PM (UTC-00:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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(Hons) ACA

    Wellbeck Accountancy



    • Wednesday, February 16, 2022
    • 2:00 PM - 5:00 PM (UTC-00:00)
    • Zoom
    Register

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

    Prior to the course and starting at 1:45 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.

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

    • 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 Sarah A. Smith, BSc FCCA FCIE


    • Tuesday, March 01, 2022
    • 10:00 AM - 11:00 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Fran Taylor (ACIE) takes you through reading accounts as an Independent Examiner.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, March 23, 2022
    • 2:00 PM - 3:00 PM (UTC-00:00)
    • Zoom
    Register

    A one hour session, in which Gareth Morgan takes you through the issues of 'qualification'.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

    • Wednesday, May 04, 2022
    • 12:30 PM - 1:30 PM (UTC+01:00)
    • Zoom
    Register

    A one hour session, in which Alison Cook (ACIE) talks you through an aspect of Independent Examination.


    Format:

    Webinar

    A 20-30 minutes talk, followed by Q&A.

Past events

Thursday, July 15, 2021 Building your Independent Examination skills
Wednesday, July 07, 2021 Webinar: Thinking of Becoming an Independent Examiner?
Tuesday, June 29, 2021 Webinar: Fraud and Independent Examination
Wednesday, June 23, 2021 Building your Independent Examination skills
Tuesday, June 22, 2021 Webinar: Accounting Issues Facing Small Charities
Friday, May 21, 2021 Building your Independent Examination skills
Monday, May 10, 2021 Webinar: How to Read a Set of Accounts for Independent Examination
Monday, April 19, 2021 Webinar: Serious Incident Reporting
Tuesday, April 13, 2021 Building your Independent Examination skills
Thursday, March 18, 2021 Webinar: Taking on a New Client.
Wednesday, March 17, 2021 Building your Independent Examination skills
Wednesday, February 24, 2021 Webinar: Money Laundering for Independent Examination
Tuesday, February 16, 2021 Webinar: Zakat, Islamic Charities and a need for demonstrating transparency and accountability.
Friday, February 12, 2021 Building your Independent Examination skills
Tuesday, February 09, 2021 Webinar: Receipts and Payments
Thursday, January 28, 2021 Webinar: Resilience and Going Concern
Thursday, January 21, 2021 Building your Independent Examination skills
Tuesday, December 15, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Monday, December 14, 2020 Webinar: Thinking of Becoming an Independent Examiner?
Wednesday, December 09, 2020 Building your Independent Examination skills
Thursday, November 26, 2020 Webinar: VAT changes
Friday, November 13, 2020 Building your Independent Examination skills
Tuesday, November 03, 2020 Governance and Charity Law
Wednesday, October 28, 2020 Webinar: Reserves and Covid
Thursday, October 15, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Tuesday, October 06, 2020 Trading, Taxation and Gift Aid
Thursday, September 10, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Thursday, July 02, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Wednesday, June 10, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Thursday, May 21, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Wednesday, May 06, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Thursday, March 12, 2020 CPD, Treasurers: Preparing for Independent Examination
Tuesday, March 03, 2020 Improving Practice for Independent Examiners
Tuesday, February 25, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Tuesday, November 26, 2019 Independent Examinations – a best practice session based on the new IE Workbook
Tuesday, November 12, 2019 Best Practice: Getting Your Independent Examinations Right
Tuesday, October 15, 2019 Best Practice: Getting your Independent Examination right
Tuesday, October 15, 2019 Introduction to Charity Accounting: a chance to explore the difference between business accounting and charity accounting; accounting for charity transactions.
Tuesday, October 08, 2019 Independent Examinations – a best practice session based on the new IE Workbook
Thursday, August 22, 2019 ACIE Scottish Conference 2019
Thursday, June 20, 2019 ACIE Annual Conference - England & Wales
Tuesday, April 23, 2019 Best Practice: Getting your Independent Examinations right (London)
Wednesday, April 10, 2019 Best Practice: Getting your Independent Examinations right (Leeds)
Wednesday, March 20, 2019 Best Practice: Getting your Independent Examinations right (London)
Monday, October 22, 2018 Charity Accounting & Independent Examination in Scotland
Thursday, August 23, 2018 ACIE Scottish Conference 2018
Thursday, June 14, 2018 ACIE England & Wales Annual Conference 14th June 2018
Thursday, August 24, 2017 ACIE Scottish Conference 2017
Friday, June 23, 2017 ACIE London/Wales Conference 23rd June 2017
Tuesday, March 28, 2017 ACIE Professional Series: An Introduction to Charity Accounting & Independent Examination - Leeds
Friday, August 26, 2016 ACIE Scotland Conference 2016: Rising to the challenges and changes
Wednesday, June 22, 2016 ACIE England and Wales Conference 2016: Rising to the challenges and changes
Tuesday, May 17, 2016 Half day training on applying SORP 2015 - London
Friday, February 26, 2016 Half day training on applying SORP 2015 - Glasgow
Wednesday, February 10, 2016 Half day training on applying SORP 2015 - Birmingham
Friday, August 21, 2015 Scottish Conference



Upcoming Events

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


Powered by Wild Apricot Membership Software