Events

    • Wednesday, February 09, 2022
    • 2:00 PM - 3:00 PM
    • Zoom
    Register

    A one hour session, in which Gareth Morgan, MA BA PhD AWS MCIOF(Dip) FBCS FAIA(Acad) FCIE FHEA of Kubernesis, discusses the issues arising when charities merge.

    Format:

    Webinar

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

    • Wednesday, February 16, 2022
    • 2:00 PM - 5:00 PM
    • Zoom
    • 9
    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, February 23, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    A one hour session, in which Sarah A. Smith, BSc FCCA FCIE talks you through an aspect of Independent Examination.


    Format:

    Webinar

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

    • Wednesday, March 02, 2022
    • 10:00 AM - 4:00 PM
    • London-venue tbc
    • 9
    Register

    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. 

    Delivered by Rachel Cooper.



    • Thursday, March 03, 2022
    • 10:00 AM - 11:00 AM
    • Zoom
    Register

    A one hour session, in which Fran Taylor, BSc FCA FCIE, 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
    • Zoom
    Register

    A one hour session, in which Gareth Morgan, MA BA PhD AWS MCIOF(Dip) FBCS FAIA(Acad) FCIE FHEA takes you through the issues of 'qualification'.


    Format:

    Webinar

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

    • Wednesday, April 20, 2022
    • 10:00 AM - 4:00 PM
    • Birmingham-venue tbc
    • 9
    Register

    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. 

    Delivered by Sarah A. Smith, BSc FCCA FCIE



    • Wednesday, April 27, 2022
    • 2:00 PM - 5:00 PM
    • Zoom
    • 9
    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 Howard Sanderson, FMAAT, DChA, FCIE.



    • Wednesday, May 04, 2022
    • 12:30 PM - 1:30 PM
    • 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.

    • Wednesday, May 18, 2022
    • 10:00 AM - 4:00 PM
    • London-venue tbc
    Register

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

    The workshop is open to members and non-members. 

    Delivered by Sarah A. Smith, BSc FCCA FCIE




    • Wednesday, May 25, 2022
    • 10:00 AM - 4:00 PM
    • London-venue tbc
    Register

    This workshop  will the cover the legislative requirements which apply to Receipts and Payments accounts, practical issues, and where problems may arise.

    With Rachel Cooper, BSc ACA


    • Friday, May 27, 2022
    • 10:00 AM - 4:00 PM
    • Glasgow (venue tbc)
    Register

    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.

    • Wednesday, June 01, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Over recent years, faith-inspired charities have been joined in the 'appeal for Zakat' funds' across the sector by Barnardo's, Oxfam, UNHCR etc. How does SORP and annual reporting relate to the Zakat? What is Zakat? - led by Javed Akhtar, FCCA, DChA, MSc.


    Format:

    Webinar

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


    Javed Akhtar began his career with Accenture and over the past decade has served as a Finance Director for major INGO's. He is now a freelance consultant / finance director working to enhance charities financial governance and reporting.


    • Wednesday, June 15, 2022
    • 12:30 PM - 1:30 PM
    • 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, June 23, 2022
    • 9:30 AM - 5:00 PM
    • King's House Conference Centre, King's Church, Sidney Street, Manchester. M1 7HB
    Register

    Welcome to our England and Wales Conference for 2022. 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.

    Further details will follow soon.


    • Wednesday, June 29, 2022
    • 2:00 PM - 5:00 PM
    • Zoom
    • 9
    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 ACA, Wellbeck Accounting, 



    • Wednesday, July 06, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    A one hour session, in which Susan Robinson, BA FCA MCMI FCIE DChA,  discusses what to report, and when to report it.


    Format:

    Webinar

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

    • Wednesday, July 20, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    A one hour session, in which Mark Heaton, FCCA FCIE DChA,  takes you through R&P accounts for Independent Examiners.


    Format:

    Webinar

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

    • Wednesday, August 03, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    A one hour session, in which Full Member Howard Sanderson will take you through the intricacies of examining Charity Trading.


    Format:

    Webinar

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

    • Wednesday, August 17, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

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


    Format:

    Webinar

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

    • Wednesday, September 07, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    A one hour session, in which Brian Seaton of Small Charities Support discusses some of the  accounting issues facing small charities


    Format:

    Webinar

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

    • Wednesday, September 14, 2022
    • 10:00 AM - 4:00 PM
    • Bristol-venue tbc
    • 9
    Register

    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. 

    Delivered by Rachel Cooper, BSc ACA, Wellbeck Accounting.



    • Wednesday, September 21, 2022
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

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


    Format:

    Webinar

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

    • Thursday, September 22, 2022
    • 9:30 AM - 5:00 PM
    • The Barracks, Stirling Forthside Way Stirling FK8 1QZ
    Register

    Welcome to our Scotland and Northern Ireland Conference for 2022. 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.

    Further details will follow soon.


    • Thursday, September 22, 2022
    • 11:30 AM - 12:30 PM
    • Zoom
    Register

    A one hour session, in which Fran Taylor, BSc FCA FCIE, talks you through an aspect of Independent Examination.


    Format:

    Webinar

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

    • Wednesday, October 05, 2022
    • 12:30 AM - 1:30 PM
    • Zoom
    Register

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


    Format:

    Webinar

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

    • Wednesday, October 12, 2022
    • 2:00 PM - 5:00 PM
    • Zoom
    • 9
    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 Howard Sanderson, FMAAT, DChA, FCIE.



    • Friday, October 21, 2022
    • 10:00 AM - 4:00 PM
    • London (venue tbc)
    Register

    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.

    • Wednesday, November 09, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

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


    Format:

    Webinar

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

    • Wednesday, November 16, 2022
    • 10:00 AM - 5:00 PM
    • Glasgow-venue tbc
    Register

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

    The workshop is open to members and non-members. 

    Delivered by Margaret Birse, IACPA, MSc, FCIE




    • Wednesday, November 23, 2022
    • 10:00 AM - 4:00 PM
    • Leeds-venue tbc
    Register

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

    The workshop is open to members and non-members. 

    Delivered by Sarah A. Smith, BSc FCCA FCIE




    • Wednesday, November 30, 2022
    • 10:00 AM - 4:00 PM
    • Leeds-venue tbc
    Register

    This workshop  will the cover the legislative requirements which apply to Receipts and Payments accounts, practical issues, and where problems may arise.

    With Rachel Cooper, BSc ACA, Wellbeck Accounting.


    • Wednesday, December 07, 2022
    • 1:00 PM - 2:00 PM
    • Zoom
    Register