Charity Accounting

Thursday 25 August 2022, 9.30–16.30 (UK time)

Following our hit session at AAT Future Finance 2021, we’re delighted to invite you to take a deep dive into charity accounts at this brand-new AAT mastercourse.

Focusing on the specific requirements of the charity and not-for-profit sector, this one-day online event is designed to deliver a deep dive into all things charity accounting and give you the tools to build not only your knowledge and understanding, but to support you to advise your clients working in the sector too.

Hosted by James Charlton, Future Finance Training, you’ll gain insights into the key differences between charity and company accounts, the technical understanding needed to overcome common pitfalls and a practical overview of some of the core principals of fund accounting and charity regulation.

Gain essential updates into charity accounting

Gain essential updates into charity accounting

Over this one-day course, you’ll come away with a detailed understanding of charity regulations, fund accounting (including income regulation), expenses and related party transactions, balance sheets, requirements for trustee annual reports and more.  

Don’t miss your opportunity to attend this essential training. 

Programme and sessions

During this in-depth training you’ll gain an unmissable technical and practical understanding of charity accounting, including:

  • An overview of the UK charity financial reporting regime, including the Charity SORP.
  • A technical review of a complete set of charity financial statements.
  • Understanding fund accounting and its application to both Statement of Financial Activities and Balance Sheet.
  • Understanding key Statement of Financial Activities and Balance Sheet accounting challenges for charities.
  • Understanding key requirements for the Trustees’ Annual Report, especially reserves policy and fundraising disclosures.

Why attend?

Split into two in-depth sessions, this training will cover not only the technical understanding needed to work with charity accounts but also essential guidance on some of the more common pitfalls that can occur.

This will allow you to not only take away practical skills that you can start to implement immediately, but also to advise and support your business or clients.

Competitive discounts

Competitive discounts

AAT members are entitled to exclusive discounted prices on this mastercourse:

  • AAT fellow members (FMAAT): £179
  • AAT bookkeeping member (AATQB) or full member (MAAT): £198
  • AAT affiliate member or student: £198
  • Non-member: £279

What delegates of our taster AAT Future Finance session had to say

  • “This was great thank you. [Future Finance Training were] fantastic. Knowledgeable and great delivery. Technical content was relevant and high quality.”
  • “Very clear delivery, lots of useful content.”
  • “Very comprehensive informative session. Very well explained and good value, lots to take away to put into action. I thoroughly enjoyed it.”

Meet the speaker

James is an experienced trainer, file reviewer and consultant. He has delivered courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms.

His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity sector. In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.

James previously worked as an Audit Technical Manager at a UK top 10 firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files.