Events

Switch to Calendar View

• Building your Independent Examination skills

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

  
  

  Show details
• Webinar: the accounts of charities converting to CIOs or SCIOs.

  • When
    Wednesday, September 15, 2021
  •  
    2:00 PM - 3:00 PM (UTC+01:00)
  • Location
    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.

  Show details
• Webinar: Different forms of external scrutiny of not for profit organisations

  • When
    Tuesday, September 21, 2021
  •  
    10:00 AM - 11:00 AM (UTC+01:00)
  • Location
    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.

  Show details
• Accruals Accounting for Charities

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

  
  

  
  

  
  

  Show details
• Building your Independent Examination skills

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

  
  

  
  

  Show details
• ACIE Annual Conference: UK Wide

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

  
  
  

  
  

  
  

  
  

   

  

  
  

  
  

  
  

  
  

   

   

  
  

  Show details
• Webinar: VAT Changes

  • When
    Thursday, October 07, 2021
  •  
    12:30 PM - 1:30 PM (UTC+01:00)
  • Location
    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.

  Show details
• Webinar: The Impact of Covid-19 for Independent Examiners

  • When
    Wednesday, October 20, 2021
  •  
    12:30 PM - 1:30 PM (UTC+01:00)
  • Location
    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.

  Show details
• Building your Independent Examination skills

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

  
  

  
  

  Show details
• Webinar: Reserves

  • When
    Thursday, October 28, 2021
  •  
    12:30 PM - 1:30 PM (UTC+01:00)
  • Location
    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.

  Show details
• Webinar: Resilience and Going Concern

  • When
    Wednesday, November 10, 2021
  •  
    12:30 PM - 1:30 PM (UTC-00:00)
  • Location
    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.

  Show details
• Webinar: Receipts and Payments

  • When
    Thursday, November 11, 2021
  •  
    12:30 PM - 1:03 PM (UTC-00:00)
  • Location
    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.

  Show details
• Webinar: Serious Incident Reporting

  • When
    Wednesday, November 24, 2021
  •  
    12:30 PM - 1:30 PM (UTC-00:00)
  • Location
    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.

  Show details
• Building your Independent Examination skills

  • When
    Wednesday, November 24, 2021
  •  
    2:00 PM - 5:00 PM (UTC-00:00)
  • Location
    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

  
  

  Show details
• Webinar: Thinking of Becoming an Independent Examiner?

  • When
    Wednesday, December 08, 2021
  •  
    1:00 PM - 2:00 PM (UTC-00:00)
  • Location
    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.

  Show details
• Building your Independent Examination skills

  • When
    Wednesday, December 08, 2021
  •  
    2:00 PM - 5:00 PM (UTC-00:00)
  • Location
    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

  
  

  
  

  Show details
• Building your Independent Examination skills

  • When
    Wednesday, February 16, 2022
  •  
    2:00 PM - 5:00 PM (UTC-00:00)
  • Location
    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

  
  

  Show details
• Webinar: How to Read Accounts for Independent Examination

  • When
    Tuesday, March 01, 2022
  •  
    10:00 AM - 11:00 PM (UTC-00:00)
  • Location
    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.

  Show details
• Webinar: Examining accounts of charities where things have gone wrong: how to word a qualified IE report.

  • When
    Wednesday, March 23, 2022
  •  
    2:00 PM - 3:00 PM (UTC-00:00)
  • Location
    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.

  Show details
• Webinar: Taking on a New Client.

  • When
    Wednesday, May 04, 2022
  •  
    12:30 PM - 1:30 PM (UTC+01:00)
  • Location
    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.

  Show details