Events

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



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



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



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



    • Thursday, August 27, 2020
    • 9:00 AM - 5:00 PM
    • Perth Concert Hall, Mill St, Perth PH1 5HZ
    • 78
    Register

    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


    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

     

     


    • Tuesday, October 06, 2020
    • 9:30 AM - 4:30 PM
    • 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

    • Saturday, October 10, 2020
    • 10:00 AM
    • Sunday, October 11, 2020
    • 4:30 PM
    • Roseatte Hotel, 26 The Forbury, Reading RG1 3EJ
    • 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)

    • Thursday, October 22, 2020
    • 9:00 AM - 5:00 PM
    • Friends Meeting House, Mount St., Manchester
    • 75
    Register

    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.

    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


    • Tuesday, November 03, 2020
    • 9:30 AM - 4:30 PM
    • 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.

Past events

Thursday, March 12, 2020 CPD, Treasurers: Preparing for Independent Examination
Tuesday, March 03, 2020 Improving Practice for Independent Examiners
Tuesday, February 25, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Tuesday, November 26, 2019 Independent Examinations – a best practice session based on the new IE Workbook
Tuesday, November 12, 2019 Best Practice: Getting Your Independent Examinations Right
Tuesday, October 15, 2019 Best Practice: Getting your Independent Examination right
Tuesday, October 15, 2019 Introduction to Charity Accounting: a chance to explore the difference between business accounting and charity accounting; accounting for charity transactions.
Tuesday, October 08, 2019 Independent Examinations – a best practice session based on the new IE Workbook
Thursday, August 22, 2019 ACIE Scottish Conference 2019
Thursday, June 20, 2019 ACIE Annual Conference - England & Wales
Tuesday, April 23, 2019 Best Practice: Getting your Independent Examinations right (London)
Wednesday, April 10, 2019 Best Practice: Getting your Independent Examinations right (Leeds)
Wednesday, March 20, 2019 Best Practice: Getting your Independent Examinations right (London)
Monday, October 22, 2018 Charity Accounting & Independent Examination in Scotland
Thursday, August 23, 2018 ACIE Scottish Conference 2018
Thursday, June 14, 2018 ACIE England & Wales Annual Conference 14th June 2018
Thursday, August 24, 2017 ACIE Scottish Conference 2017
Friday, June 23, 2017 ACIE London/Wales Conference 23rd June 2017
Tuesday, March 28, 2017 ACIE Professional Series: An Introduction to Charity Accounting & Independent Examination - Leeds
Friday, August 26, 2016 ACIE Scotland Conference 2016: Rising to the challenges and changes
Wednesday, June 22, 2016 ACIE England and Wales Conference 2016: Rising to the challenges and changes
Tuesday, May 17, 2016 Half day training on applying SORP 2015 - London
Friday, February 26, 2016 Half day training on applying SORP 2015 - Glasgow
Wednesday, February 10, 2016 Half day training on applying SORP 2015 - Birmingham
Friday, August 21, 2015 Scottish Conference



Upcoming Events

The Association of Charity Independent Examiners

About Us:

Registered Company Limited by Guarantee 7461134
Registered 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

Contact Us:

Telephone: 0131 659 9751 or 07899 891616 Email: admin@acie.org.uk       
Address: 19 Windsor Place Edinburgh EH15 2AJ


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