Advanced Charity Finance - Bristol

Tuesday, 5 Dec 2017, 09:30 - 16:00


An interactive day looking at some of the more complex areas of charity finance.

We will use a combination of case studies and group work to review how to use your accounts effectively, and to address some key risks surrounding tax and VAT.

The course will also cover the key issues in the recent changes to UKGAAP and what your organisation should be doing to prepare.

We will close the day with some key issues and invite any participants to contact us with specific topics or queries they would like covered in advance so that we can tailor the course as closely as possible to the people who are attending.

Who is this course aimed at?  
This course is aimed at those with a working knowledge of SORP 2005 and who wish to get an update on the 2015/16 changes, as well as expand their knowledge in particular areas and gain a sound knowledge of the tax and VAT issues facing charities.

What will individuals gain from attending the course?

Details of the forthcoming changes to charity accounts. 
An insight into more technical accounting issues and considerations when reporting finances to stakeholders. 
Knowledge of tax and VAT pitfalls.

What skill level is this course? 

*Please note this course is for registered charities only*

This course is run by

Saffery Champness 


9.30 - 10.00

Registration and refreshments

10.00 - 10.45

The new SORP - practical lessons we are learning

10.45 - 11.30

Producing narrative and linking policies - reserves, risks and investments

11.30 - 11.45


11.45 - 12.30

Case study/group work

12.30 - 13.15


13.15 - 14.00

Charity VAT and specific reliefs

14.00 - 14.45

Effective use of a trading subsidiary

14.45 - 15.00


15.00 - 15.30

Case study/group work

15.30 - 16.00

Hot topics/ questions and answers



Venue Details


Saffery Champness,St. Catherine's Court,Berkeley Place,Clifton, , BRISTOL, BS8 1BQ

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Bookings & Prices


  • CFG Charity Member - £98.00
  • Non CFG Member Charity - £128.00

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.