Events

Events

    • Wednesday, February 26, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register
    The Dos and Don't of Being an Independent Examiner.


    Board member Tony Clarke FCPA will take you through the key points of the role.

    • Wednesday, February 26, 2025
    • Wednesday, March 12, 2025
    • 2 sessions
    • Online (2 x 2 hour sessions)
    Register

    Charity Accounts Prepared on a Receipts and Payments Basis (England & Wales)

    Sarah Smith


    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:


    Two Online Webinars: 7-9pm

    Wednesday 26th February

    Wednesday 12 March


    • Thursday, February 27, 2025
    • Monday, March 03, 2025
    • 2 sessions
    • Online (2 x 2 hour sessions)
    Register

    Charity Accounts Prepared on a Receipts and Payments Basis (England & Wales)

    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:


    Two Online Webinars: 7-9pm

    Wednesday 26th February

    Monday 3rd March


    • Friday, February 28, 2025
    • 2:30 PM - 5:30 PM
    • 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.

    • Tuesday, March 11, 2025
    • 10:00 AM - 4:00 PM
    • Online
    • 5
    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.





    • Wednesday, March 12, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Promoting Public Trust in Charities


    Brian Seaton runs Small Charity Support which offers financial management support to charities. 


    • Wednesday, March 19, 2025
    • 9:30 AM - 4:00 PM
    • Birmingham
    Register

    Charity Accounts Prepared on a Receipts and Payments Basis (England & Wales)

    Sarah Smith


    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: Birmingham, tbc.


    • Wednesday, March 19, 2025
    • Wednesday, April 30, 2025
    • 3 sessions
    • Online and Face to Face (Glasgow)
    Register

    Charity Accounts Prepared on an Accruals Basis (Scotland).

    Margaret Birse


    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 19th March

    Wednesday 26th March


    Glasgow

    Wednesday 30th April

    • Saturday, March 22, 2025
    • 9:30 AM - 4:00 PM
    • Glasgow tbc
    Register

    Charity Accounts Prepared on a Receipts and Payments Basis (England & Wales)

    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


    • Wednesday, March 26, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register
    Thinking of Becoming an Independent Examiner?


    Board member Tony Clarke FCPA will take you through the key points of the role.

    • Wednesday, March 26, 2025
    • Wednesday, May 07, 2025
    • 3 sessions
    • 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 26th March

    Wednesday 9th April


    Birmingham

    Wednesday 7th May

    • Wednesday, April 09, 2025
    • 12:30 PM - 1:30 PM
    • 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.

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

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

    • Friday, April 25, 2025
    • 2:30 PM - 5:30 PM
    • 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.

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

    Gift Aid.


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

    • Wednesday, May 14, 2025
    • 2:00 PM - 5:00 PM
    • Zoom
    • 9
    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.


    • Thursday, May 15, 2025
    • 9:30 AM - 4:00 PM
    • 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 is now Open.





    • Wednesday, May 21, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register
    Common Issues when Undertaking and Independent Examination.


    With Board member Tony Clarke FCPA.

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

    Charity Trading


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

    • Wednesday, June 25, 2025
    • 10:00 AM - 4:00 PM
    • Manchester tbc
    • 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.





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

    Closing a Charity


    With Sarah Smith BSc, FCCA, FCIE. 




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

    Developing Reserves Policies


    With Brian Seaton, Small Charity Support

    • Friday, July 25, 2025
    • 2:30 PM - 5:30 PM
    • 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.

    • Tuesday, August 05, 2025
    • 10:00 AM - 1:00 PM
    • Zoom
    • 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.


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

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


    • Thursday, September 25, 2025
    • 9:30 AM - 4:00 PM
    • tbc
    Register

    Welcome to the ACIE Annual Conference

    We expect to have details of conference speakers, by May.

    • Wednesday, October 08, 2025
    • 10:00 AM - 4:00 PM
    • Online
    • 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.





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

    Revenue Recognition


    With Sarah Smith BSc, FCCA, FCIE. 




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

    Leases


    With Sarah Smith BSc, FCCA, FCIE. 




    • Friday, October 31, 2025
    • 2:30 PM - 5:30 PM
    • 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.

    • Wednesday, November 05, 2025
    • 2:00 PM - 5:00 PM
    • Zoom
    • 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.


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

    Examining accounts of charities where things have gone wrong


    With Sarah Smith BSc, FCCA, FCIE. 


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