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.
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.
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