Events & training

This online course withPamela Redpathwill 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 otherAll things financial courses -Book all 3 courses, get the 3rdhalf price!

·Building a strong financial foundation

·Budgeting and sound financial management

The aim of this online course is to gain agood 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.

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.

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.

There are no formal entry requirements.

Course format:3 hour session, which isbroken 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.