Available spaces: 48
Host: Sarah Smith
IMPORTANT: This session is provided for WI members. Please note this training is offered as part of NFWI's commitment to supporting WIs and federations. Places on the course are limited and we ask that you are committed to attending prior to booking. If you have attended a training session covering this topic in the last two years please consider allowing others to attend this session.
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 outcomes prior to booking. The trainers we are working with are experts in their field and, while they have been briefed on the structure of the WI, these sessions will not be WI specific.
Part 1 - Tuesday 20 May 1:30-3pm
Part 2 - Tuesday 27 May 1:30-3pm
If you are not able to attend the dates provided please do not take one of the live places, you will be able to access the recordings on the Access Anytime section of the website. We aim to upload recordings within 24 hours of the session taking place.
If you are interested in knowing more about Independent Examination or becoming an Independent Examiner, this session is for you!
We all like to see charity money properly accounted for. Registered charities in the UK have to prepare annual reports and accounts which must be made available to the public on request and, depending on size and location, many have to have these reports formally reviewed by someone external.
This workshop will outline the basics of Independent Examination including:
What does an IE aim to do?
Who can have an IE
Who can be an IE
Charity Law and the WI Constitution
Preparing for an IE
An outline of the IE process
An outline of the IE report
Further advice and support
By the end of the workshop you should have a basic understanding of IE and the next steps to become and Independent Examiner.
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)
The WI Learning Hub is part of the ongoing commitment of the Denman Trust, to provide WI members flexible access to education. Non-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
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