Financial Reporting for Charities and CBI Regulated Entities (Mar 26)
Category: Financial Reporting | Duration: 2hrs | Tag: VODFRCOIE26D2S1 | Type: Video | Course Level: Advanced | Speaker: Lindsay Webber | Date: 12/03/2026 10:00
Course Details
Charities and CBI-regulated entities operate under specialized reporting frameworks that go beyond standard FRS 102 requirements. This session provides focused guidance for practitioners working in these important sectors.
Charities SORP Updates: Understand the new charity size tiers and what they mean for your reporting obligations. The Trustees' Report requirements have been enhanced - learn what must now be disclosed and how to present it effectively. We'll also cover how recent FRS 102 changes flow through to charity accounting, ensuring your charity clients remain compliant.
CBI Regulated Entities: In this section we focus on investment intermediaries, mortgage and insurance brokers. This segment covers capital and solvency requirements, regulatory return preparation, and the specific reporting formats required by the Central Bank. Understand your obligations around regulatory engagement and how to manage the dual reporting burden of Companies Act and CBI requirements.
In this course Lindsay Webber and Lungi Sepotokele covers the following topics:
- Changes to the Charities SORP
- Charity size tiers
- Trustees Report
- FRS 102 changes
-
CBI Regulated Entities
- Capital requirements
- Reporting to CBI
CPD Course Speaker
OmniPro Strategic Solutions
Lindsay Webber
As a head of Strategic Solutions at OmniPro, Lindsay’s focus is on helping practices achieve on-going best practice compliance, providing in-house training and technical assistance in audit and financial reporting.
Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.
Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.