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Preparing charity accounts

Sayer Vincent

Thursday, 9 March 2017 from 09:30 to 17:00 (GMT)

Preparing charity accounts

Registration Information

Type End Quantity
General Admission
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.
6 Mar 2017 Free  

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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 rail
The nearest stations are Birmingham New Street, Snow Hill and Moor Street – all of which are within a few minutes walking distance of the venue.

By road
Exit the M6 at Junction 6, exit towards the A38 (M) / Birmingham (Cen). Merge onto A5127 / Aston Expressway. Take the exit towards Lancaster Circus Queensway, City Centre. At Lancaster Circus Queensway, take the 1st exit on to James Watt Queensway. Take the first right at Newton Street, turn left onto Dalton Street. The venue is located on Corporation Street, adjacent to Tesco Express.

Parking
The nearest parking facilities are Birmingham Londonderry House NCP (B4 7LX) and Birmingham High Street NCP (B4 7LN) – both of which are less than 5 minutes walk from the venue, and have agreed reduced parking rates.

Accessibility:
The venue provides wheelchair access and hearing aid loops. For full details of venue accessibility, please click here - or contact the venue directly.  
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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

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Event Saved

When & Where


etc. Venues
Maple House
150 Corporation Street
B4 6TB Birmingham
United Kingdom

Thursday, 9 March 2017 from 09:30 to 17:00 (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.

         

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