All things financial: annual accounting and external reporting
10:00-13:00, 8 February 2022
This event took place 6 months ago
- Course length
- 1 Day
- Helen Swatton
- Pamela Redpath
- Course overview
This online course with Pamela Redpath will look at the format and purpose of annual accounts and the Trustees’ Annual Report.
It can be studied as a standalone course or in conjunction with the two other All things financial courses - Book all 3 courses, get 20% off the 3rd!
- Overall course aim
The aim of this online course is to gain a good understanding of all that is involved in preparing annual accounts and the Trustees Annual Report. You will discover how important it is to consider reserves and be aware of the statutory requirements for audit/independent examination, filing of accounts and other notifications to regulators.
- Course objectives
This online course is packed full of content to give you an overview of annual accounts and external reporting.
Financial reporting requirements: Statutory reporting requirements; Audit/independent examination levels; Format of accounts and thresholds – Receipts & Payments or SORP-compliant.
Understanding financial statements: Format of the annual accounts; Overview of a set of SORP-compliant accounts; Statement of Financial Activities (SOFA); Balance sheets and notes to financial statements.
The Trustees Annual Report: Format and content; How it links to the financial statements; What makes a good TAR.
Reserves: What’s included in reserves; Building up reserves; The reserves’ policy.
Reporting to regulators: Reporting to OSCR; Reporting to Companies House; Notifying changes; Sharing information with the public.
- Who was the course aimed at?
This course is aimed at people requiring an introduction to the principles of annual accounting and external reporting and the basic technical knowledge and skills to implement these principles.
- Entry requirements
There are no formal entry requirements.
- Other Information
Course format: 3 hour session, which is broken into segments with time to recap on the main points and an opportunity for questions. At the end of the session there will be time for final points and questions.
- Previous delegate comments
- •"Pamela clearly had a thorough knowledge of her subject and the nuances of the third sector."•"Very engaging and made a dull subject really interesting. Managed to explain complicated things well."
- In house training service
- This course can be delivered in-house. Find out more
- £115 (member rate £75)
If you belong to an SCVO member/supporter organisation, please sign in with your SCVO Account before booking to save £40 on this course
Also on the following date
- 25 October 2022 Spaces availabile
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