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• Building your Independent Examination skills

  • When
    Wednesday, October 27, 2021
  •  
    2:00 PM - 5:00 PM
  • 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
  • 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
  • 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
  • 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
• Accruals Accounting for Charities

  • When
    Wednesday, November 17, 2021
  •  
    2:00 PM - 5:00 PM
  • 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
• Webinar: Serious Incident Reporting

  • When
    Wednesday, November 24, 2021
  •  
    12:30 PM - 1:30 PM
  • 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
  • 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
• R&P Accounts: Workshop

  • When
    Thursday, December 02, 2021
  •  
    2:00 PM - 5:00 PM
  • Location
    Zoom

  Register

  With Rachel Cooper

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

  • When
    Wednesday, December 08, 2021
  •  
    1:00 PM - 2:00 PM
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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