Events

Events

    • Wednesday, November 27, 2024
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Margaret Birse, FCIE, CCFA, CIPFA discusses the kinds of fraud perpetrated on or inside charities and what an Independent Examiner should do to support fraud prevention.


    • Thursday, November 28, 2024
    • 10:00 AM - 4:00 PM
    • On-Line
    Register

    Quality in Charity Independent Examination


    Full Programme


    Our 2024 conferences provide the tools to support quality in independent examination of charity accounts which in turn supports the charities that we serve in the work they do.

    The conferences are open to ACIE
    members and anyone else involved with, or interested in, charities (eg
    charity independent examiners, charity auditors, charity trustees, charity
    staff, charity treasurers, charity volunteers and those that work in an
    advisory capacity with charities).


    • Wednesday, February 05, 2025
    • 10:00 AM - 1:00 PM
    • Zoom
    • 3
    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, February 12, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Allocating Costs by Activity in the SoFA (SORP Module 8). With Margaret Birse, Tangram Accounting, MSc Cert.Acc(Open) CCFA CIPFA (affil) FCIE.

    • Wednesday, February 19, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Bim Ewatade is the founder of AE Accountax Ltd, a firm of Incorporated Financial Accountants and Tax Advisers with a mission of supporting Charities and Businesses in the healthcare sector to adapt, thrive and succeed in their mission. Bim is an Affiliate member of ACIE. Bim will be discussing how to assess the impact of the autumn budget.

    • 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, 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 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, 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.

    • 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.

    • Thursday, May 15, 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, 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, July 09, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Closing a Charity


    With Sarah Smith BSc, FCCA, FCIE. 




    • 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, September 24, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Leases


    With Sarah Smith BSc, FCCA, FCIE. 




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

    Revenue Recognition


    With Sarah Smith BSc, FCCA, FCIE. 




    • 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. 


    • Wednesday, November 26, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Fraud and Serious Incident Reporting


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

Past events

Thursday, October 31, 2024 Applying for Full Membership
Wednesday, October 23, 2024 Webinar: Setting up as a self employed IE
Wednesday, September 18, 2024 Building your Independent Examination skills: England & Wales
Wednesday, September 18, 2024 Webinar: Understanding Financial Operations and Compliance for Minority-Led Charities & Churches in UK
Wednesday, August 21, 2024 Webinar: Reserves
Wednesday, August 21, 2024 Building your Independent Examination skills: Scotland & Northern Ireland
Wednesday, July 24, 2024 Webinar: Supporting the closure of a charity; supporting a merger of a charity
Wednesday, June 26, 2024 Applying for Full Membership
Wednesday, June 19, 2024 Webinar: The pros and cons of full FRS-102 & SORP accounting & reporting vs those of "simple" Receipts & Payments accounting & reporting.
Thursday, June 13, 2024 Building your Independent Examination skills: Scotland and N. Ireland
Thursday, May 02, 2024 ACIE England and Wales Conference 2024
Thursday, April 25, 2024 Applying for Full Membership
Wednesday, April 24, 2024 Webinar: Financial Control in Charities
Tuesday, April 09, 2024 Building your Independent Examination skills: England & Wales
Wednesday, March 20, 2024 Webinar: Examining accounts of charities where things have gone wrong
Thursday, March 07, 2024 Applying for Full Membership
Wednesday, February 21, 2024 Webinar: QuickBooks Online for Charities
Tuesday, February 20, 2024 Webinar: Thinking of Becoming an Independent Examiner?
Wednesday, February 07, 2024 Building your Independent Examination skills: England & Wales
Wednesday, November 29, 2023 Webinar: Fraud and Serious Incident Reporting
Wednesday, November 22, 2023 Building your Independent Examination skills: England & Wales
Wednesday, November 15, 2023 Webinar: Best Practice and Due Diligence
Wednesday, November 08, 2023 Webinar: Charity Trading
Thursday, November 02, 2023 ACIE Annual On-Line Conference 2023
Friday, October 20, 2023 Applying for Full Membership
Thursday, October 19, 2023 ACIE Annual Scotland and N. Ireland Conference 2023
Wednesday, October 11, 2023 Webinar: Reserves
Thursday, October 05, 2023 Cancelled: ACIE Annual England & Wales Conference 2023
Tuesday, September 12, 2023 Building your Independent Examination skills: England & Wales
Wednesday, August 23, 2023 Webinar: Examining accounts of charities where things have gone wrong
Wednesday, August 16, 2023 Webinar: Different forms of external scrutiny of not for profit organisations
Thursday, August 10, 2023 Webinar: Setting up as a Self-Employed Independent Examiner.
Wednesday, July 19, 2023 Webinar: VAT and Charities
Wednesday, July 12, 2023 Webinar: Accounting regulations for Charities
Tuesday, July 11, 2023 Building your Independent Examination skills (full day in person workshop).
Wednesday, July 05, 2023 Webinar: Accounting for Legacies
Thursday, June 15, 2023 Building your Independent Examination skills: England & Wales
Thursday, June 08, 2023 Webinar: Resilience and Going Concern
Wednesday, May 24, 2023 Webinar: Supporting the Closure of a Charity
Wednesday, May 17, 2023 Applying for Full Membership
Thursday, May 04, 2023 Building your Independent Examination skills: England & Wales
Wednesday, April 26, 2023 Webinar: Property and Charity Finance
Wednesday, March 29, 2023 Webinar: Thinking of Becoming an Independent Examiner?
Thursday, February 23, 2023 Webinar: Using the New HMRC Gift Aid Portal
Sunday, February 19, 2023 Webinar: Setting up as a Self-Employed Independent Examiner.
Tuesday, February 14, 2023 Applying for Full Membership
Wednesday, January 11, 2023 Webinar: Thinking of Becoming an Independent Examiner?
Wednesday, November 30, 2022 Receipts and Payments Accounts for Charities (England & Wales)
Wednesday, November 09, 2022 Webinar: VAT Changes
Wednesday, November 02, 2022 Webinar: A SORP for Mosques and Islamic Charities.
Friday, October 21, 2022 Applying for Full Membership
Tuesday, October 18, 2022 Charity Fraud and Independent Examination
Wednesday, October 12, 2022 Building your Independent Examination skills: Scotland
Wednesday, October 05, 2022 Webinar: Different forms of external scrutiny of not for profit organisations
Thursday, September 22, 2022 Association of Charity Independent Examiners: UK Wide Conference 2022
Wednesday, September 07, 2022 Webinar: Accounting Issues Facing Small Charities
Wednesday, August 17, 2022 Webinar: Reserves
Wednesday, August 03, 2022 Webinar: Charity Trading
Wednesday, July 27, 2022 Building your Independent Examination skills: England & Wales
Wednesday, July 13, 2022 Welcome to BTCSoftware’s Charity Accounts Solution
Thursday, July 07, 2022 Webinar: Serious Incident Reporting
Wednesday, June 29, 2022 Building your Independent Examination skills: England & Wales
Wednesday, June 15, 2022 Webinar: Resilience and Going Concern
Friday, May 27, 2022 Applying for Full Membership
Wednesday, May 18, 2022 Accruals Accounting for Charities (E&W)
Wednesday, May 04, 2022 Webinar: Taking on a New Client.
Wednesday, March 23, 2022 Webinar: Examining accounts of charities where things have gone wrong: how to word a qualified IE report.
Thursday, March 03, 2022 Webinar: How to Read Accounts for Independent Examination
Wednesday, March 02, 2022 Building your Independent Examination skills: England & Wales
Wednesday, February 23, 2022 Webinar: Fraud and Independent Examination
Wednesday, February 16, 2022 Building your Independent Examination skills: England & Wales
Wednesday, February 09, 2022 Webinar: When Charities Merge
Wednesday, December 15, 2021 Webinar: Thinking of Becoming an Independent Examiner?
Thursday, December 02, 2021 R&P Accounts: Workshop
Wednesday, November 24, 2021 Webinar: Serious Incident Reporting
Wednesday, November 17, 2021 Accruals Accounting for Charities
Thursday, November 11, 2021 Webinar: Receipts and Payments
Wednesday, November 10, 2021 Webinar: Resilience and Going Concern
Thursday, October 28, 2021 Webinar: Reserves
Wednesday, October 27, 2021 Building your Independent Examination skills
Wednesday, October 20, 2021 Webinar: The Impact of Covid-19 for Independent Examiners
Thursday, October 07, 2021 Webinar: VAT Changes
Thursday, September 30, 2021 ACIE Annual Conference: UK Wide
Wednesday, September 29, 2021 Building your Independent Examination skills
Tuesday, September 21, 2021 Webinar: Different forms of external scrutiny of not for profit organisations
Wednesday, September 15, 2021 Webinar: the accounts of charities converting to CIOs or SCIOs.
Wednesday, August 18, 2021 Building your Independent Examination skills
Thursday, July 15, 2021 Building your Independent Examination skills
Wednesday, July 07, 2021 Webinar: Thinking of Becoming an Independent Examiner?
Tuesday, June 29, 2021 Webinar: Fraud and Independent Examination
Wednesday, June 23, 2021 Building your Independent Examination skills
Tuesday, June 22, 2021 Webinar: Accounting Issues Facing Small Charities
Friday, May 21, 2021 Building your Independent Examination skills
Monday, May 10, 2021 Webinar: How to Read a Set of Accounts for Independent Examination
Tuesday, May 04, 2021 Webinar: Taking on a New Client.
Monday, April 19, 2021 Webinar: Serious Incident Reporting
Tuesday, April 13, 2021 Building your Independent Examination skills
Thursday, March 18, 2021 Webinar: Taking on a New Client.
Wednesday, March 17, 2021 Building your Independent Examination skills
Thursday, March 04, 2021 Webinar: How to Read a Set of Accounts for Independent Examination
Wednesday, February 24, 2021 Webinar: Money Laundering for Independent Examination
Tuesday, February 16, 2021 Webinar: Zakat, Islamic Charities and a need for demonstrating transparency and accountability.
Friday, February 12, 2021 Building your Independent Examination skills
Tuesday, February 09, 2021 Webinar: Receipts and Payments
Thursday, January 28, 2021 Webinar: Resilience and Going Concern
Thursday, January 21, 2021 Building your Independent Examination skills
Tuesday, December 15, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Monday, December 14, 2020 Webinar: Thinking of Becoming an Independent Examiner?
Wednesday, December 09, 2020 Building your Independent Examination skills
Thursday, November 26, 2020 Webinar: VAT changes
Friday, November 13, 2020 Building your Independent Examination skills
Tuesday, November 03, 2020 Governance and Charity Law
Wednesday, October 28, 2020 Webinar: Reserves and Covid
Thursday, October 15, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Tuesday, October 06, 2020 Trading, Taxation and Gift Aid
Thursday, September 10, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Thursday, July 02, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Wednesday, June 10, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Thursday, May 21, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
Wednesday, May 06, 2020 Building your Independent Examination skills – with the help of the ACIE workbook
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

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