Discover the key triggers that lead the SRA to intervene in a practice and how the process works
‘Post COVID’ insights from our panel on the implications for lenders, insurers and the regulator when things are going/will go wrong
Accounts Rules Guidance from the SRA and the Top 5 qualification issues seen by Reporting Accountants
Understand how professional service sector firms can attract and retain the best talent in a highly competitive recruitment market
Please note that the programme is subject to change.
- Chair's Welcome and Introduction
- SRA interventions
- Managing law firms’ cash flows in the post-COVID era – what to do if the cashflow goes wrong
- Insurance Outlook
- Panel: Post-COVID State of Play
- Basis Period Reform
- SRA Accounts Rules Updates
- Performance and Productivity
- Employee recruitment and retention
- Chair’s closing remarks
- Event Close
Excellent Conference - covered a lot of ground - for any Reporting Accountant
An absolute must for anyone working in or advising law firms.
The virtual conference worked really well and was a better use of my time than a real one would have been. The quality of speakers was, as usual, very good.
Very enjoyable and interesting event and very well organised
John specialises in risk and claim reduction in the FINPRO PI area at Marsh JLT Specialty,and delivers risk management advice and consultancy for UK and global law firm clients. John has experience of Professional Indemnity for Solicitors, Surveyors, Architects, Technology companies, Local Government, and Financial Advisers. John is a Solicitor and has a postgraduate degree in Management from Guildhall University.
Michelle is a skilled consultant experienced in engaging and advising professional service firms across the UK covering aspects of leadership management and marketing. She supports partners to achieve and exceed business aims and objectives by utilising her over twenty-five years of cross-sector experience. Michelle also has a university associate position delivering professional leadership programmes whilst also developing award-winning multi-partner projects nationally recognised for generating significant innovation and positive outcomes.
Sean has been with the SRA and previously The Law Society for over 25 years. His Forensic Investigation teams conduct on-site investigations with a focus on compliance with the Standards and Regulations including the Accounts Rules. The Intelligence team liaises with other regulators, law enforcement and various government departments. Sean specialises in the Accounts Rules, Anti-money laundering and financial stability. As a Chartered Accountant, Sean has previously worked with EY and PKF.
Graham is a customer-focussed legal technology expert with over 30 years' experience successfully helping law firms to solve business problems. In his early career he developed law firm Practice Management Systems and founded Katchr in 2011 to help law firms make better use of the data that was buried in their back-office systems. Katchr is and now established as the leading Business Intelligence solution for mid-sized UK law firms.
Andrew is a licenced insolvency practitioner and is a member of the Insolvency Practitioners Association. Prior to joining Quantuma, Andrew was a restructuring partner at a top 10 global firm of chartered accountants.
Sean is a licensed insolvency practitioner and holds the Joint Insolvency Examination Board qualification. He is a member of the Insolvency Practitioners Association and the Association of Business Recovery Professionals. Prior to joining Quantuma in 2013, he held roles in the restructuring departments of a number of mid-tier and boutique firms.
James is a Tax Partner and Head of Private Client at MHA. James advises on a broad range of taxation matters concerning individuals, trusts and family companies, partnerships and professional practices including those with UK and international aspects.
Janet joined PKF Francis Clark as part of the firm’s specialist legal team in 2018, having been an owner in Taylor Mowbray LLP for over 12 years. Over the last 18 years she has regularly presented training on the SRA Accounts Rules to a wide range of accounting and law firms through in-house and public seminars. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group.
Andy has worked closely with law firms since he joined Hazlewoods LLP in 1997. The Hazlewoods Legal Team works with around 170 law firms on projects such as structure changes, mergers and acquisitions, benchmarking, valuations, and succession planning. Andy writes and produces the Law Society’s LMS Financial Benchmarking Survey and is the current Chair of the ICAEW Solicitors Group.
Michael Stevenson is a Chartered Accountant and worked for many years as an Insolvency Practitioner, predominantly for Smith & Williamson, now Evelyn Partners. Since 2009, he has been instrumental in the setting up and managing of the Iceberg business, which provides working capital loans to UK law firms. Since 2017, Iceberg has been part of the Paragon Banking Group, and this year is on target to return to its pre-Covid lending levels in excess of £100 million per annum.
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