Our programme in 2020
- Session 1: Chair's welcome
- Session 1: Update and a look at the impact of new standards and regulations
- Session 2: Recent developments in the taxation of partnerships
- Session 2: VAT on disbursements and general update
- Session 2: Third-party managed accounts. Why? What? Who?
- Session 3: Generational and diversity challenges in the workplace
- Session 3: Managing your bank
- Session 4: Accounts rules - common themes arising from the changes
- Session 4: Chair's closing remarks
For anyone working with a solicitors practice, this is a must-attend event, covering both your essential regulatory update and also providing your 'brain food' for new ideas and thinking.
A good informative conference with the opportunity to network and discuss with fellow finance professionals within the legal sector.
A 'must go to' if you advise solicitors.
A thoroughly enjoyable conference with a good mix of interesting topics.
Our speakers in 2020
He joined Moore Kingston Smith in 2004 as an ACA trainee, specialising in tax in 2007 and becoming a partner in 2016. He works predominantly with SMEs, with partnership tax being an area of particular focus. Andrew is a member of the ICAEW Tax Faculty’s SME Business Tax Committee.
Helen works with leaders and high potential individuals typically within professional service firms. She founded The Tall Wall, a specialist coaching business primarily focused on supporting talented women. Her coaching career began at KPMG, focusing on Partners and Directors, maternity leavers/returners and talented people leaders.
Geoff is a qualified solicitor and practised as a project finance lawyer before working as an independent legal consultant to startups and as a Business Associate for the Techstars-Barclays tech accelerator. His transactional law experience has helped form the functionality of Shieldpay's Third-Party-Managed Account and Corporate Escrow offering.
Sean has been with the SRA and previously The Law Society for more than 20 years. His forensic investigation teams conduct onsite investigations with a focus on compliance with the Accounts and Conduct Rules. Sean specialises in the accounts rules, anti-money laundering and financial stability.
Jatinderpal is the lead on the SRA’s regulation of financial services, the SRA accounts rules and client protection arrangements. He works with law firms, compliance advisers and other legal regulators, as well as with the Ministry of Justice, HM Treasury and the Financial Conduct Authority.
Former UK Head of Professional Practices at Bank of Scotland and Lloyds Bank, Paul has worked with law firms across the UK. Having seen banks shift away from dedicated legal sector relationship management models he set up Gemstone Legal to offer firms an independent approach to finance and risk management.
Janet joined PKF Francis Clark’s specialist legal team in 2018 having been part of Taylor Mowbray LLP for 12 years. She provides practical training on a number of financial issues for lawyers. Over the past 18 years she has regularly presented training on the SRA accounts rules.
Julie joined PKF Francis Clark in 2006 as a VAT consultant, promoted to director of VAT services in 2008 and becoming a partner in 2011. She is responsible for all areas of VAT. Previously she was director of VAT services for a medium sized firm of accountants and UK VAT manager for Siemens.
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