Free

Preparing charity accounts

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Location

National Council For Voluntary Organisations

8 All Saints Street

London

N1 9RL

United Kingdom

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Description

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
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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
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11.00 Break for refreshments
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11.15 Drafting the accounts: Income
● Recognising income and attributing it to the right categories in the statement of financial activities
● Case study
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12.00 Drafting the accounts: Expenditure
● Cost categories in the statement of financial activities
● Support cost allocation
● Case study
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13.00 Lunch
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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
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15.30 Break for refreshments
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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
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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.


!! IMPORTANT PAYMENT INFORMATION - PLEASE READ CAREFULLY !!

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.

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Date and Time

Location

National Council For Voluntary Organisations

8 All Saints Street

London

N1 9RL

United Kingdom

View Map

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