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New CIPFA charities
accounting toolkit
Small and medium sized charities are
an important part of public life in the
UK and provide a range of social, health
and community services. Given the
distinct nature of charity accounting and
reporting requirements, CIPFA recognises
the need for specific skills training within
the charities sector and we are delighted
to announce the launch of our new
Charities Accounting Toolkit in June 2009.
The new toolkit addresses the need for
skills development and accountability
in the sector. It is one of two initiatives –
Celebrating success
the other being the CIPFA Certificate in
Charity Finance and Accounting which
CIPFA’s top professional qualification students in 2008 were honoured was launched in 2006 and is run by the
at our annual prizewinners’ lunch held in April. Nine awards were London South Bank University.
made, with Becky Chantry (above) scooping three. Becky, now an The new toolkit is a web-based learning
Audit Senior at accountancy firm Baker Tilly, studied at CIPFA’s aid produced in partnership with BPP
education and training centre, which boasts a total of six out of Learning Media to help charity treasurers,
eight prizewinners in 2008. Laura Heggie from Glasgow Caledonian workers and volunteers in small to
University took the prize for best performance in Strategic Business medium sized charities understand
Management (SBM) and Kate Davis from Nottingham Trent University and meet reporting requirements. The
won the NHS award for best NHS performance in case study and SBM. toolkit comes complete with a final self
assessment module and certificate of
Prizewinners list
completion and is ideal for individuals
who are new to charity finance and
Prize Criteria Winner
charitable organisations. Modules include:
Arthur Collins Best Overall in Case Becky Chantry
r Charity Commission and the law
Memorial Medal Study and SBM Baker Tilly
r Cash book
First Place and Best Performance in Becky Chantry r Bank reconciliation
Richard Emmott Case Study Baker Tilly
r Receipts and payments and trustees
Memorial Prize
annual report
Second Place 2nd Best Performance Edward Foster
r Advanced accounting
and Prize for the in Case Study City of Edinburgh
Case Study Council
r Management reports and budgeting
r Accruals.
Third Place and 3rd Best Performance Chris Roach
The development of the toolkit was
Prize for the in Case Study Grant Thornton UK LLP
Case Study
funded by the John Marriott legacy
Eric Gilliland Best performance in Laura Heggie
and CIPFA also recognises the valuable
Memorial Prize SBM Glasgow City Council
input from ICAEW and the CIPFA Charity
Panel. The toolkit is £99 for a one year
Second Place 2nd Best Performance Richard McCallum
subscription, with discounts for multiple
and Prize in SBM in SBM KPMG user licenses.
Third Place and 3rd Best Performance Becky Chantry
The toolkit will be available for
Prize in SBM in SBM Baker Tilly
purchase via the CIPFA Shop at
www.cipfa.org.uk/shop
Audit Best Performance in Smitha Nathan
For more information contact
Commission Case Study and SBM Audit Commission
Prize Andrew Holman
e: john.maddocks@cipfa.org.uk
Audit Commission
Health Service Best NHS Performance Kate Davis
Prize in Case Study & SBM Derbyshire PCT
CIPFA | Spreadsheet magazine | JUNE 2009 7
spreadsheet_June09_V8.indd 7 29/5/09 07:39:17
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