Please note, this session has been recorded from a live course and is available to watch flexibly in your own time up to 11:59pm on 31st March 2025.

 

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. 

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. 

 

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. 

 

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 recording link to view this session will be included at the bottom of your confirmation email after you have registered.