Charities Reporting Webinars

Tier 1 & 2 PBE Financial Reporting

Standards -Observations and


  • Overview of the PBE Framework
  • Significant Changes
  • Statements of Service Performance
  • What to do next
  • Transitional and Statutory Exemptions

Date and Time


December 8th 10.00am - 11.15am (includes 15 mins of Q&A)


Paolo Caccioppoli, Partner Audit and Assurance, Crowe Horwath
Paolo is an Audit and Assurance Principal at Crowe Horwath and has more than 20 years of practical audit experience. Paolo is a licensed auditor and has a large not-for-profit client base, many of whom he has already assisted through the transition process. He has previously presented seminars on the transition to NZ IPSAS for Tier 1 and 2 clients.   Paolo has carried out various controls, governance, and service performance reviews, and is keenly aware of the financial stewardship challenges faced by organisations that depend on external funding to deliver their objectives.


 Tier3 & 4 Financial Reporting Standards 

  • Overall objective of new reporting requirements (i.e. simple statements)
  • Statement of Service Performance – what needs to be considered
  • Accrual vs. cash accounting – what are the differences
  • Ability to selectively apply Tier 1 & 2 standards (eg investments at fair value)
  • Statement of Cash Flows/statement of receipts and payments – don’t be scared
  • Audit and review requirements
  • Transitional and statutory exemptions  

Date and Time

December 6th 10.00am - 11.15am (includes 15 mins of Q&A)


Jessica Cranswick, Senior Manager, Crowe Horwath

Jessica is a qualified chartered accountant with overseas experience in the United Kingdom and Luxembourg. She is responsible for managing not-for-profit audit assignments as well as a range of other clients in agriculture, health and social services, manufacturing, and financial services sectors.  Jessica’s specific audit experience includes managing audits of various Tier 3 and 4 Public Benefit Entities, and she is very much focused on providing practical transition advice for organisations adopting the new PBE framework.


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