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Forthcoming April Courses & Workshops on Charity Independent Examinations for accountants

We are pleased to announce the next in our series of courses and workshops. These are for accountants who wish to conduct Independent Examinations of charities under the new rules that come into effect for many charities on 31st March 2009.

Indepent Examiner Courses - Booking now

There will be a workshop with worked examples for all sizes of charities between the £10,000 and £500,000 limits, covering the legislation, the Directions and Guidance, the formalities for appointing an Examiner, and precisely what professional work is expected of an Examiner.

The course will qualify for CPD for professional attendees

The fee will only be £40 per place (no VAT to be added) The courses will last for 6.5 hours, commencing at 9.45 am and concluding at 4.15 pm, including a lunch break, and will be held at locations throughout the UK (see above right).

The courses will cover:-

  • The framework of legislation – the Charities Acts 1993 to 2006
  • The changes brought about by the Companies Act 2006
  • Booklet CC31 – the trustees’ duties on appointing an Examiner
  • Booklet CC32 – the Directions and Guidance to examiners
  • Who can carry out an examination
  • Paperwork and documentation relating to the formal appointment
  • Paperwork and documentation relating to the work done
  • What evidence should be in the file
  • What work should be carried out and in what depth
  • How the examination should be finalised and signed off
  • Legal and professional implications of the work done

A range of other topical and relevant charity governance issues will also be covered. The precise content will be tailored to the audience attending , so please use the comments box to mention any subjects you would wish to be emphasised.

The speaker will be Peter Brown FCCA, FCIE, DChA a Chartered Certified Accountant specialising in the charity sector. You can find out more about him by visiting his specialist charity website www.sorpaid.com which is packed with useful information for charity trustees and their advisors.

Course dates / locations

6th April 2009 - Newcastle >
7th April 2009 - York >
20th April 2009 - Birmingham >
22nd April 2009 - St Albans - NOW FULLY BOOKED >
24th April 2009 - Leeds >
27th April 2009 - Liverpool >
28th April 2009 - Bolton >


Book your place online
If you would prefer to pay by cheque please click here.

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Additional comments including your job title and qualifications etc. Please note that a buffet lunch is provided so please include any special dietary requirements:

Submission of this form is deemed as acceptance of our Terms and Conditions of Sale.

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