Essentials CPD

Watch | Learn | Grow

Charity accounts and accounting: key things to know 

Our spring 2025 Essentials charity webinar will highlight the key components of charity accounts, focusing on those features which differ from a set of ‘commercial’ accounts. We’ll look at the role of the Charities Statement of Recommended Practice (SORP) and the aspects of charity accounting which are fundamental to know. We’ll focus on the SORP which is currently applicable (2^nd edition, published on October 2019) although we’ll signpost to areas which are likely to change when the revised Charities SORP is published later in 2025 (effective from 1 January 2026).

We’ll look at the requirements for, and role of, the Trustees’ Report, and the crucial role that Trustees play in the governance of the charity. The material will be set in the context of the key things that delegates should know about the UK charity regulatory framework, especially in relation to reporting and scrutiny requirements, and the role of the UK charity regulators. We’ll refer to the revised Charity Governance Code which we expect will have been published by the date of the webinar

There will be opportunities for participants to submit questions for Sally to address during the webinar, and as part of the live Q&A session at the end.

Suitable for:

• Finance professionals and volunteers who are new to the charity sector - whether working in the capacity of charity staff member or as a Trustee / Treasurer.
• Charity practitioners who would like a reminder of ‘key things to know’, especially in relation to requirements for smaller charities.

CPD hours: ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 2 hours 10 minutes of verifiable CPD, providing you can demonstrate that the content is relevant to your role. A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Sally Knight FCA
As a Chartered Accountant, and one of the first charity advisors to achieve the ICAEW’s Diploma in Charity Accounting, Sally has been leading the development and delivery of the ICAEW's Charity Essentials seminars and webinars since 2018. She draws on over twenty five years of experience working in the not for profit sector, mainly as a Partner in 'Top 20' accountancy firms in London. Sally now runs her own consultancy business specialising in tailored support and training for charity trustees, finance staff and volunteers. She brings an enthusiastic and practical perspective to her work and particularly enjoys working with trustees and Boards in the areas of effective governance, risk management and reporting.

The above discounts shown are automatically applied at the time of booking.

The discounts are valid for individuals booking more than one course at a time or corporate bookings where more than one delegate from the same organisation is booked onto the same course.

New: Multi Viewing Licence
A group-friendly way to view the Essentials CPD programme.

This new license allows up to 10 delegates to view a course together, whilst fulfilling their own individual CPD requirements.
Full details (click here)

Event enquiries
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process. Just click contact us.

Senior CPD Programme Manager - Amy Read
amy.read@icaew.com
+44 (0)20 7920 8764

CPD Programme Executive - Amreet Johal
amreet.johal@icaew.com

How are the courses delivered?
All the Essentials CPD courses are run by live webinar on Zoom. Once the live date has passed the courses are available as on demand recordings.

What is the total running time of theses courses?
Total running time for the live webinars are 2 hours and 20 minutes.
The live webinars are split into two 50 minute sessions with a 10 minute comfort break in between and ending with a 30 minute Q&A session with the speaker.

How do I attend a live webinar?
Once you've booked on you will receive an email with your booking confirmation, one week before the live event you will receive the zoom registration link and further joining instructions.

How do I access the course slide deck?
The course slide deck will be shared a few days before the course date.

What if I miss the live date?
The live webinar will be recorded and offered as an on-demand recording within 24-48 hours of the live session finishing.

Can I watch the recording after attending the live course?
No, delegates can either attend the live session OR have access to the on demand recording, not both.

Do the courses on this programme count as verifiable CPD?
Yes these courses contribute to 2 hours 10 minutes of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.

Can I share the links and watch the courses with a colleague?
One booking allows for one delegate to attend or watch the on demand recording.
Sharing of course links is strictly prohibited and we reserve the right to charge you for any un-authorised access to the Webinar.

We have introduced a new multi viewing licence that allows up to 10 delegates to view a course together, for full details please (click here)

Please note the dates on the table below are the live webinar dates. Once the date has passed, they will be made available on demand.

Click here to view the full 2025 Essentials CPD Planner.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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