Available spaces: 6
Host: Sarah Smith
This session is suitable for both new and experienced Independent Examiners, WI Treasurers or anyone working at WI level who would like to be more confident in presenting accounts. Please note this training is offered as part of NFWI's commitment to supporting WIs. Places on the course are limited and we ask that you are committed to attending prior to booking.
We are pleased to be working with the Association of Charity Independent Examiners to offer this online session. Please ensure you read the course description, including aims and objectives prior to booking. The partner trainers we are working with are experts in their field and, while this session has been developed with the WI in mind, there may be some queries the trainer is not able to answer.
Wednesday 4 December 1-2:30pm
Are you a WI Treasurer looking to improve your accounts and understand what your Independent Examiner (IE) is looking for? Or are you an Independent Examiner wanting to see a best practice example of accounts and get an overview of the examining process? Then this session is perfect for you!
Session Aims:
- Review the preparation of Receipts and Payments Accounts using a worked example.
- Explore the process of examining the accounts, covering:
The aims of the Examination.
What the Examiner needs to see and why.
How to use strategic review to better understand the financial information and prepare for the Examination, using the worked example.
By the end of the session, you’ll feel more confident in producing and understanding accounts for Independent Examination, and you’ll be more familiar with the examination process.
Course Format:
The session will follow a lecture-style format with an opportunity for questions at the end.
Recording Information:
This session will be recorded and available for access until 31 March 2025.
If you’re unable to attend the live session, please do not reserve a live spot. Instead, you can access the recording via the Access Anytime section on the website.
Recordings will be available within 48 hours of the session taking place.
Trainer:
Sarah Smith MSc BSc FCCA FCIE
Sarah has been a practising accountant since 1992, originally in her own mixed tax and charity practice which was amalgamated with another Oxfordshire practice in 2012 in order to make the move back to Leicestershire, her home county. Sarah specialises in charity accounting and examinations having recently retired from commercial work.
Sarah has been training with ACIE for approximately 20 years and currently also acts as a Technical Advisor covering member queries and concerns about all things charitable!
Zoom log in details will be included at the bottom of your confirmation email after you have registered.
(If you do not receive a confirmation email please check your spam/junk email boxes or sign into the 'Your Account' section of the Learning Hub website to retrieve all of your booking and course information)
/learninghub.thewi
/WILearningHub
Click Here
The WI Learning Hub is part of the ongoing commitment of the NFWI and Denman Trust, to provide WI members flexible access to education. Non-WI members can continue to access a number of courses available on the Hub for a charge; if you would like to find out more about joining the WI movement, visit thewi.org.uk
© WI Learning Hub. All rights reserved. Denman is a subsidiary of the National Federation of Women’s Institutes.
Charity Registration No. 803793 VAT No. 239412857
