SORP Training for CEOs and Trustees - Online course

Online course: 15.00-16.30

About

This session is designed to equip CEOs and Trustee with an overview of the requirements and changes in the new SORP, to ensure you have the knowledge and confidence to effectively challenge financial reporting and deliver robust stewardship of the charity.

Participants will gain insights into the latest SORP guidelines and their application in financial reporting.

Who should attend?

• Charity Trustees and CEOs

Outcomes

By the end of the course, participants will be able to:

• Recap on the key principles and requirements of the SORP.
• Gain insights into the new trustees’ report requirements.
• Understand the key requirements for transition to the new SORP.

What will it cover?

• Recap on SORP

• • Overview of SORP and its importance in financial reporting.
  • Key changes and updates in the latest SORP guidelines.

• Reporting Requirements

• • Understanding the new reporting requirements.
  • Best practices for compliance and implementation.
  • Common challenges and how to address them.

• Q&A Session

• • Open forum for participants to ask questions and discuss challenges.
  • Expert advice and solutions to common issues.

Book your space and access an exclusive 15% off on DSC publications

This course is brought to you by Crowe UK. See the trainers here:

Vivien Ma FCA, Director, Crowe U.K LLP

Vivien joined Crowe in 2023, bringing 20 years of experience in auditing charities and non-profits, including roles at BDO, Grant Thornton, and Sayer Vincent. She has a particular interest in arts and cultural organisations and educational institutions.

Vivien is an experienced trainer on charity accounting and governance issues, having delivered training courses at the Association of Charitable Foundations, the Directory of Social Change, The King’s Fund, and Women on Boards. She is a trustee of Solace Women’s Aid and has served on its Finance and Resources Committee since 2019.

Simon Hughes, Director, Crowe U.K. LLP

Simon is a Director in our social purpose and non-profit unit, with experience as a charity auditor, advisor, employee and volunteer. He joined the firm in 2018 from WaterAid, where he worked in two international finance roles. During his time with WaterAid, his work included training and induction of new finance staff globally, as well as second-line assurance activities and working with the external auditors. He also acted as interim Head of Finance in their Zambia country programme. He works on a mix of audit and advisory assignments, and across his career has worked with charities ranging from those just above the threshold for needing an Independent Examination to the top 10 UK charities by income. Simon holds the ICAEW Diploma in Charity Accounting, as well as having completed the MANGO (Now Humentum) training.