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Preparing charity accounts

Sayer Vincent

Thursday, 10 November 2016 from 09:30 to 16:30 (GMT)

Preparing charity accounts

Registration Information

Type End Quantity
General Admission *SOLD OUT*
IMPORTANT PAYMENT INFORMATION

  • Training seminars are FREE for all Sayer    Vincent clients.

  • If you are not a client, a fee of £75+VAT    is payable for half day seminars and    £150+VAT for full day training seminars.

  • Please note:
    You can book a maximum of two people from the same organisation onto any one event.

    We will be in touch by email to confirm your place and arrange payment if required.
    9 Nov 2016 Free   Add to Waitlist

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    Event Details

    This one-day workshop aims to provide participants with an overview of charity accounting, the key stages in drafting a set of year-end accounts and tips on how to prepare for the audit.

    The workshop is designed for finance staff who may be new to an organisation or the sector, or those who need a refresher. The workshop will include an opportunity for questions as well as case studies and practical exercises and will be based on preparing accounts in accordance with SORP 2015.

    Programme:

    09.30

    Registration – tea and coffee

    10.00

    Introduction and aims
    Background to accounting for charities
    Basis of accounting under the charity SORP, looking at the statement of financial activities and funds structure for charities

    11.00

    Break for refreshments
    Opportunity to share learning with peers

    11.15

    Drafting the accounts: Income
    - Recognising income and attributing it to the right categories in the statement of financial activities
    - Case study

    12.00

    Drafting the accounts: Expenditure
    - Cost categories in the statement of financial activities
    - Support cost allocation
    - Case study

    13.00

    Lunch

    13.45

    Drafting the accounts: Funds note and SoFA
    Other information to collect e.g. staff numbers, lease information, trustees' expenses.
    - Looking at your own accounts

    15.30

    Break for refreshments
    Opportunity to share learning with peers

    15.45

    Getting ready for the audit
    Key stages in the accounts preparation and audit process
    - What information to expect from your auditor before the audit
    - Ensuring the trustees are involved at the right time and level
    - Trustees' annual report including key polices
    - What to expect from your audit

    16.30

    Summary and close


    Sayer Vincent training seminars are specifically tailored to support the development of finance teams working in charities, social enterprises and not-for-profit organisations. 

    Once you have registered, we will be in touch to confirm your place at the seminar and send an invoice if payment is required. 

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    How to get to the venue:

     By tube
    Old Street and Barbican are the nearest tube stations, both less than 10 minutes walk away. Liverpool Street, Moorgate and Farringdon are also all within walking distance.

    By bus
    Bus numbers 55 and 243 both stop close by, along Old Street – just a few minutes walk away. The 55 runs from Leyton to Oxford Circus, the 243 from Wood Green to Waterloo.

    By car
    It is not recommended to travel to the venue by car – it is inside the congestion charge zone, there is very limited parking on site and the surrounding streets are frequently subject to patrols by traffic wardens.

    Accessibility:
    The venue provides full wheelchair access and hearing aid loops. If you have particular requirements, please let us know in your booking form.  
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    No longer able to attend?
    If you can no longer make it to the seminar, please do let us know! Just send us a quick email to events@sayervincent.co.uk - or you can cancel your place yourself through your Eventbrite account. 
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    Any other questions?
    If you have any other questions about this event, please do not hesitate to contact us on 0207 841 6360 or events@sayervincent.co.uk

    Do you have questions about Preparing charity accounts? Contact Sayer Vincent

    Save This Event

    Event Saved

    When & Where


    Shelter
    4 Garrett Street
    EC1Y 0TY London
    United Kingdom

    Thursday, 10 November 2016 from 09:30 to 16:30 (GMT)


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    Organiser

    Sayer Vincent

    Sayer Vincent is a firm of chartered accountants that has been dedicated to working with charities and social enterprises for over 30 years. Through tailored audit and advice services, we provide trustees and managers with the assurance that their charity is managing its resources effectively. As well as being commercial accountants, our team has an in-depth knowledge of the governance and management of charities and social enterprises.

    Sayer Vincent offers one of the most comprehensive charity seminar programmes of any UK audit firm. Our training is specifically tailored to support the development of finance teams working in charities, social enterprises and not-for-profit organisations. We cover a wide range of topics with around 50 training events annually across London, Bristol and Birmingham.

             

      Contact the Organiser

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