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Solicitors Conference 2026

6 October 2026, Virtual Event

ICAEW's annual Solicitors Conference provides finance professionals working in this specialist area with expert insight and knowledge.

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Highlights

Sessions will cover a range of practical and technical issues to keep you at the top of your field, enabling you to provide your clients with solutions to the challenges in this ever-changing sector.
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Commercial issues

Understand the key risks and opportunities around firm sales and mergers, including client impact and cultural considerations.

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Regulation & compliance

Stay up to date with the latest SRA Accounts Rules changes and gain practical guidance on managing compliance and avoiding common pitfalls.

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CPD

Earn up to 5 hours of verifiable CPD by attending this event.

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COFA responsibilities

Develop a clearer understanding of the COFA role, including financial controls, breach reporting, and meeting regulatory expectations with confidence.

2026 Programme

Please note that the programme is subject to change.

Morning sessions

Chair's welcome and introduction
Robert Blech, Chair, Solicitors Community, ICAEW
09:30
Opening keynote: In conversation with Sarah Rapson CEO of the Solicitors Regulation Authority (SRA)
Join the CEO of the Solicitors Regulation Authority for an opening keynote exploring the organisation’s strategic direction, long-term priorities, and vision for the future of legal regulation. This session will provide a big-picture perspective on the opportunities and challenges shaping the sector, including innovation, consumer protection, professional standards, and the evolving legal services landscape. Attendees will gain insight into the SRA’s future plans and what they mean for firms, practitioners, and the wider profession.
09:35
Preparing your law firm for the right merger or sale
In an increasingly competitive and consolidating legal market, firms are exploring mergers and acquisitions to achieve growth, succession, or strategic change. This session taken by James Hopkirk, Restructuring Partner and Richard Spofforth, Managing Partner at Kreston Reeves they will guide you through how to position your firm for the right outcome. They will cover the key market drivers and strategic considerations, as well as what “deal readiness” really looks like across financials, people, clients, systems, and compliance. The session will also address valuation, pre-transaction restructuring, and the practical realities of the deal process. With a focus on achieving the right strategic and cultural fit, we’ll highlight how to select the right partner and avoid common pitfalls
10:20
Break
11:00
What is the future of Client Account Interest?
Paul McCluskey, Managing Director, Gemstone Legal, and Laurence Potter, Chief Compliance Officer, Shieldpay, explore how the management of client money is evolving. Covering interest allocation, regulatory compliance, payment technology and tax considerations, this session will provide accountants with practical insights into the challenges and opportunities shaping the future of client account management.
11:15
Managing Change: Supervision, Technology and currency in a digital world
John Kunzler, Managing Director at Marsh, will examine the challenges of managing change in a digital world, with a focus on supervision, technology and emerging risks. The session will explore the risks involved in implementing and using new technologies, including the importance of effective design, testing and oversight. Drawing on practical case studies, John will highlight how firms can identify potential issues early, strengthen controls and take preventative steps to manage technology-related risk with greater confidence.
12:00

Afternoon sessions

Lunch
12:40
Benchmarking law firm performance: insights from the 2026 NatWest Legal Survey
This session will explore the key findings from the 2026 NatWest Legal Survey, highlighting current financial and performance issues facing law firms. Drawing links between the survey data and practical experience within the sector, it will provide insight into the trends, challenges and opportunities shaping firm performance.
13:30
The role of the COFA
Luke Dickinson explores the key responsibilities of the Compliance Officer for Finance and Administration (COFA) and the critical role they play in ensuring compliance with the SRA Accounts Rules. It will provide a practical overview of a COFA’s core duties, regulatory expectations, and common risk areas, alongside guidance on monitoring systems, reporting breaches, and embedding effective financial controls. The session is designed to support COFAs and those working with them to fulfil the role confidently and proportionately.
14:05
Break
14:45
SRA Accounts Rules update
Janet Taylor's annual update for conference delegates on the impacts of any changes, common problems and risks around compliance with the SRA Accounts Rules.
15:00
Chair’s closing remarks
Robert Blech, Chair, Solicitors Community, ICAEW
16:00
Conference end
16:05

Our guest speakers

Meet the guest speakers supporting this event.

Speaker: Andrew Allen
Andrew Allen Partner and head of legal sector, PKF Francis Clarks

Andrew leads the firm’s specialist national legal sector team and regularly works with over 200 law firms across the UK; focusing primarily on law businesses within the UK Top 200. Having advised law firms for nearly 30 years, Andrew has developed a national reputation for his practical and specialist advice to the legal sector. The range of advice he provides is diverse, including strategy, profit improvement, tax planning and business structuring, as well as the usual compliance in relation to audit and accounting matters. Nationally Andrew is the current vice chair of the Law Society Management and Leadership Section and past chair of the ICAEW Solicitors’ Special Interest Group. Andrew is the current author of various financial benchmarking reports for groups of law firms across the UK. Andrew is also the co-author of the Law Society’s Solicitors and the Accounts Rules which was published in 2021.

Speaker: Robert Blech
Robert Blech Partner, MHA

Robert is a qualified accountant and specialises in accounts preparation, audit and general consultancy as well as areas of taxation. Robert has a legal background and due to his extensive technical knowledge and deep understanding of the sector, takes charge of Solicitor Accounts Rules audits and is responsible for training within the firm. Robert has worked within the industry for over 20 years and joined MHA MacIntyre Hudson in April 2019.

Speaker: Luke Dickinson
Luke Dickinson Manager, Hazlewoods LLP

Luke Dickinson is a manager at Hazlewoods LLP working in the legal sector, specialising in the SRA Accounts Rules and regulatory compliance for law firms. He regularly delivers training, webinars, and courses for organisations such as the ILFM and MBL, supporting partners, finance teams, and compliance professionals with practical insight and real world case studies. Luke is known for his clear, pragmatic approach to complex regulatory issues and his focus on helping firms implement proportionate, workable solutions.

Speaker: James Hopkirk
James Hopkirk Restructuring Partner, Kreston Reeves

James is a licenced insolvency practitioner and has extensive experience across a wide range of solvent and insolvent situations, including trading insolvent businesses and leading complex investigations and resulting claims. He is familiar with unusual and challenging asset portfolios and works alongside sector specialist teams within Kreston Reeves to deliver bespoke advice.

Speaker: Paul McCluskey
Paul McCluskey Managing Director, Gemstone Legal

Paul McCluskey is the Managing Director of Gemstone Legal, providing finance and risk management services to the UK legal sector. As the former UK head of Professional Practices at a major UK bank, Paul has an in depth understanding of law firm finance. He is an approved Lexcel assessor and holds accreditation by the National Association of Finance Brokers (NACFB) as an approved independent finance broker. A key area of specialism in helping firm to derisk the management of client money while at the same time generating valued recurring additional income. Clients regularly highlight the significant value he brings across finance and risk management

Speaker:  Laurence Potter
Laurence Potter Chief Compliance Officer, Shieldpay

Larry leads ShieldPay's Risk and Compliance function having spent 25 years covering risk and regulation for a wide variety of financial services providers. Most recently, Larry was part of the Executive team that led Starling Bank through its high-growth phase from initial authorisation to profitable unicorn. He built and led the bank's risk arrangements as Chief Risk Officer, and then the payments business as Director of Starling Banking Services. Prior to this Larry held risk and regulatory roles at Direct Line Group and KPMG having started his career at the Financial Services Authority.

Speaker: Sarah Rapson
Sarah Rapson Chief Executive, SRA

Sarah has 20 years' experience in regulation and Government. Before joining the SRA, Sarah was Executive Director Supervision at the Financial Reporting Council and she was previously Director Authorisations at the Financial Conduct Authority. Previously, she had been a Board Member at the Home Office, the first Director-General of UK Visas and Immigration, Registrar-General for England and Wales and Chief Executive of HM Passport Office. Her early career was in retail financial services at American Express, Barclays and Woolwich. In a non-executive capacity, Sarah was Senior Independent Director of the North Middlesex Hospital NHS Trust and Non-Executive Director of the Royal Free London NHS Foundation Trust. Sarah holds an MBA from London Business School.

Speaker: Richard Spofforth
Richard Spofforth Managing Partner, Kreston Reeves

Richard has been a member of the Kreston Reeves management board since 2016 and was elected Managing Partner effective from 1 August 2025. He has considerable experience in innovating and leveraging technology to transform and differentiate businesses. Richard works with businesses looking to boost or refocus their growth ambitions, helping them build a focused and actionable strategy to achieve their vision for the future

Janet Taylor is Director at PKF Francis Clark and a speaker at ICAEW's Solicitors' Conference 2021
Janet Taylor FCA Taylor Mowbray LLP

Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a large South West accounting firm as part of their specialist solicitors group. Janet is a highly experienced presenter, and over the last 20 years she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author of the current version of the Law Society Solicitors and the Accounts Rules manual.

Speaker: David Weaver
David Weaver Head of Professional & Business Services, NatWest

David is the Head of Professional & Business Services at NatWest, a sector which continues to be hugely important within NatWest. NatWest have a long and proud history of supporting legal, accountancy, real estate services, architects and B2B Services firms throughout the UK, in developing a successful and sustainable business. Having completed an Economics Degree and gained the Associate Membership of Corporate Treasurers (AMCT) qualification, David has worked within Corporate and Commercial banking for 24 years. David has undertaken a number of roles whilst at NatWest and covered a variety of sectors including Insurance, Lenders & Brokers, Funds, Commodity Traders and most recently Professional Services. Prior to his current appointment in 2018, David headed the Large Corporate Portfolio Management Team for the Insurance Sector.

Testimonials

A must for every smaller practice with only a few solicitor clients

Previous attendee ICAEW's Solicitors Conference 2025

An excellent collection of speakers covering topical issues of the day.

Previous attendee ICAEW's Solicitors Conference 2025

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