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• Building your Independent Examination skills – with the help of the ACIE workbook

  • When
    Wednesday, May 06, 2020
  •  
    9:00 AM - 1:00 PM
  • Location
    Zoom

  Register

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

  Prior to the course at 9.30 there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise any participants who are unused to online meetings.

  Nb: there are only 8 places on each session, and not as the ticketing system indicates, 32.

  Building your Independent Examination skills – with the help of the ACIE workbook

  This course covers the practical aspects of tackling Independent Examinations, from taking on a new client to signing off the Independent Examiner’s Report, drawing on the ACIE workbook as a resource for organising processes.

  By the end participants will understand the legal requirements and good practice set out in the Charity Commission’s Directions for Independent Examiners and feel more confident about how to apply these in their work. 

  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

  
  

  
  

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• Building your Independent Examination skills – with the help of the ACIE workbook

  • When
    Thursday, May 21, 2020
  •  
    9:00 AM - 1:00 PM
  • Location
    Zoom

  Register

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

  Prior to the course at 9.30 there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise any participants who are unused to online meetings.

  Nb: there are only 8 places on each session, and not as the ticketing system indicates, 32.

  Building your Independent Examination skills – with the help of the ACIE workbook

  This course covers the practical aspects of tackling Independent Examinations, from taking on a new client to signing off the Independent Examiner’s Report, drawing on the ACIE workbook as a resource for organising processes.

  By the end participants will understand the legal requirements and good practice set out in the Charity Commission’s Directions for Independent Examiners and feel more confident about how to apply these in their work. 

  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 – with the help of the ACIE workbook

  • When
    Wednesday, June 10, 2020
  •  
    9:00 AM - 1:00 PM
  • Location
    Zoom

  Register

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

  Prior to the course at 9.30 there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise any participants who are unused to online meetings.

  Nb: there are only 8 places on each session, and not as the ticketing system indicates, 32.

  Building your Independent Examination skills – with the help of the ACIE workbook

  This course covers the practical aspects of tackling Independent Examinations, from taking on a new client to signing off the Independent Examiner’s Report, drawing on the ACIE workbook as a resource for organising processes.

  By the end participants will understand the legal requirements and good practice set out in the Charity Commission’s Directions for Independent Examiners and feel more confident about how to apply these in their work. 

  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 – with the help of the ACIE workbook

  • When
    Thursday, July 02, 2020
  •  
    9:00 AM - 1:00 PM
  • Location
    Zoom

  Register

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

  Prior to the course at 9.30 there will be a 15 min optional session covering the online tools and techniques we will be using to familiarise any participants who are unused to online meetings.

  Nb: there are only 8 places on each session, and not as the ticketing system indicates, 32.

  Building your Independent Examination skills – with the help of the ACIE workbook

  This course covers the practical aspects of tackling Independent Examinations, from taking on a new client to signing off the Independent Examiner’s Report, drawing on the ACIE workbook as a resource for organising processes.

  By the end participants will understand the legal requirements and good practice set out in the Charity Commission’s Directions for Independent Examiners and feel more confident about how to apply these in their work. 

  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 Scotland Conference 2020

  • When
    Thursday, August 27, 2020
  •  
    9:00 AM - 5:00 PM
  • Location
    Perth Concert Hall, Mill St, Perth PH1 5HZ
  • Spaces left
    78
  • Registered
    22 registrants

  Register

  ACIE - Annual Conference Scotland

  27^th August 2020

  Horsecross Conference Centre, Perth

   

  Overview: Join us in Perth to update yourself on all things Independent Examination (IE). This event provides an opportunity to reflect on the contribution Independent Examination makes to good governance and financial transparency. In addition, our workshop programme will give you a chance to update your skills and knowledge, whatever your level of experience.

  Who should attend? Anyone who carries out, or who is thinking about carrying out, Independent Examination. This event will also be of interest to Charity Trustees, Treasures and Finance Officers.  If you are new to IE, this event is great chance to ‘test the water’ and learn more about the roles and responsibilities of an examiner. If you are already carrying out examinations, this event can help with your CPD, update your knowledge base and refresh your skills. Our event is an excellent opportunity to network with other examiners.

  Confirmed speakers include:

  Michael Brougham, SORP Committee

  Alison Cook, AJC Accountancy

  Rachel Cooper, Wellbeck Accountancy

  Elaine Crichton, Inspiring Scotland

  Mark Heaton, KM Accountants

  Professor John Mohan, University of Birmingham

  Shirley Otto, ACOSVO

  Lee Stevenson, Stirlingshire Voluntary Enterprise

  
  Topics include:

   

  ·       Applying for Full Membership

  ·       Charities and local challenges

  ·       Dealing with Difficult Clients

  ·       Improving the Quality of Accounts

  ·       Governance Toolkit

  ·       Receipts and Payments Accounting

  ·       Regulatory update from the OSCR

  ·       Taking on New Clients

  ·       Taxation

   

   

  
  

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• Trading, Taxation and Gift Aid

  • When
    Tuesday, October 06, 2020
  •  
    9:30 AM - 4:30 PM
  • Location
    Resource for London, 356 Holloway Rd, London N7 6PA

  Register

  A workshop focusing on Trading, Taxation and Gift Aid in Independent Examination.

  Taught by Rachel Cooper

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• Upgrade to Full Membership

  • Start
    Saturday, October 10, 2020
  •  
    10:00 AM
  • End
    Sunday, October 11, 2020
  •  
    4:30 PM
  • Location
    Roseatte Hotel, 26 The Forbury, Reading RG1 3EJ
  • Spaces left
    2

  Registration is closed

  This is a two day workshop for Affiliate Members who wish to upgrade to Full Membership and would like support to do so. 

  The cost of the workshop includes lunches but not accommodation. 

  Trainers:

  Ian Barrett (Chair)

  Susan Robinson (Vice Chair)

  Show details
• ACIE England and Wales Conference 2020

  • When
    Thursday, October 22, 2020
  •  
    9:00 AM - 5:00 PM
  • Location
    Friends Meeting House, Mount St., Manchester
  • Spaces left
    75
  • Registered
    21 registrants

  Register

  ACIE - Annual Conference England and Wales

  22^nd October 2020

  Friends Meeting House, Mount St., Manchester  

  Overview: Join us in Manchester to update yourself on all things Independent Examination (IE). This event provides an opportunity to reflect on the contribution Independent Examination makes to good governance and financial transparency. In addition, our workshop programme will give you a chance to update your skills and knowledge, whatever your level of experience.

  Who should attend? Anyone who carries out, or who is thinking about carrying out, Independent Examination. This event will also be of interest to Charity Trustees, Treasures and Finance Officers.  If you are new to IE, this event is great chance to ‘test the water’ and learn more about the roles and responsibilities of an examiner. If you are already carrying out examinations, this event can help with your CPD, update your knowledge base and refresh your skills. Our event is an excellent opportunity to network with other examiners.

  Confirmed speakers include:

  Michael Brougham, SORP Committee

  Rita Chadha, Small Charities Coalition

  Tony Clarke, Clarke & Co. Accountants, SORP committee

  Alison Cook, AJC Accountancy

  Rachel Cooper, Wellbeck Accountancy

  Helen Easton, Operational Accountant for the Charity Commission

  Mark Heaton, KM Accountants

  Susan Robinson, Kreston Reeves

  Amanda Peters, Wycas

  Lee Stevenson, Stirlinghsire Voluntary Enterprise

  Jane Thompson, Forum, Hull.

  
  Topics include:

  ·Charities and local challenges

  Dealing with Difficult Clients

  How Small Charity Trustees Make Sense of Their Accounts

  Improving the Quality of Accounts

  Receipts and Payments Accounting

  Regulatory update from the Charity Commission

  Taking on New Clients

  Taxation

  The needs of Small Charities

  The Role of IE in Governance

  
  

  Show details
• Governance and Charity Law

  • When
    Tuesday, November 03, 2020
  •  
    9:30 AM - 4:30 PM
  • Location
    London, venue to bc

  Register

  Sarah A. Smith will lead a seminar on current best practice for Independent Examiners focussing on Governance and Charity Law.

  Show details