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
ACIE - Annual Conference Scotland
27th 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
· 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
A workshop focusing on Trading, Taxation and Gift Aid in Independent Examination.
Taught by Rachel Cooper
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.
Ian Barrett (Chair)
Susan Robinson (Vice Chair)
ACIE - Annual Conference England and Wales
22nd 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.
Rita Chadha, Small Charities Coalition
Tony Clarke, Clarke & Co. Accountants, SORP committee
Helen Easton, Operational Accountant for the Charity Commission
Susan Robinson, Kreston Reeves
Amanda Peters, Wycas
Lee Stevenson, Stirlinghsire Voluntary Enterprise
Jane Thompson, Forum, Hull.
·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
The needs of Small Charities
The Role of IE in Governance
Sarah A. Smith will lead a seminar on current best practice for Independent Examiners focussing on Governance and Charity Law.
The Association of Charity Independent Examiners
Registered Company Limited by Guarantee 7461134Registered 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
Telephone: 0131 659 9751 or 07899 891616 Email: email@example.com
Address: 19 Windsor Place Edinburgh EH15 2AJ