Our programme in 2020

Session 1: Chair's welcome Andy Harris, Chair, ICAEW's Solicitors Community, will provide an introduction to the event.: On-demand

Session 1: Update and a look at the impact of new standards and regulations A year on from implementation of the SRA Accounts Rules, this session will look at how things have gone, the common issues we have seen and SRA’s response. The session will also cover issues arising out of COVID-19 and an update on the AR1 and related operational changes.: On-demand

Session 2: Recent developments in the taxation of partnerships The tax rules relating to partnerships were subject to a number of important changes a few years ago, and subsequently there have been various further developments and adjustments to the rules. Andrew Constable of Moore Kingston Smith LLP will provide an overview of the current state of partnership taxation.: On-demand

Session 2: VAT on disbursements and general update The problems firms can sometimes encounter in making determinations on VAT disbursements have come into sharper relief following developments in case law. This sessions will provide an update for law firms and those advising them on this ever tricky area: On-demand

Session 2: Third-party managed accounts. Why? What? Who? A review of the new rule 11 of the SRA Accounts Rule Why are firms looking to TPMAs and what is the impact? What are firms using TPMAs for today and will do tomorrow? Who is using TPMAs and who needs to know about it?: On-demand

Session 3: Generational and diversity challenges in the workplace Helen Cowan, The Tall Wall, will be speaking about partners of the future and how firms might adapt to attract and retain the best talent.: On-demand

Session 3: Managing your bank The service offering to legal the legal sector is changing causing a growing number of legal practices to feel more isolated from their bank. Paul McCluskey, Managing Director at Gemstone Legal, explores some of the key things you should be thinking about to make your finances work harder for you.: On-demand

Session 4: Accounts rules - common themes arising from the changes This session will look at a few key aspects of the ‘new’ rules and the common questions and concerns raised by law firms and reporting accountants.: On-demand

Session 4: Chair's closing remarks Andy Harris, Chair, ICAEW's Solicitors Community, will reflect on the day's discussions.: On-demand

Testimonials

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.

Previous ICAEW Solicitors' Conference attendee

A good informative conference with the opportunity to network and discuss with fellow finance professionals within the legal sector.

Previous ICAEW Solicitors' Conference attendee

A 'must go to' if you advise solicitors.

Previous ICAEW Solicitors' Conference attendee

A thoroughly enjoyable conference with a good mix of interesting topics.

Previous ICAEW Solicitors' Conference attendee

Our speakers in 2020

Andrew Constable Tax Partner at Moore Kingston Smith

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 Cowan Executive Coach at Tall Wall

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 Dunnett Director at Shieldpay Professional Services

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 Hankin Head of Forensic Investigation and Intelligence at SRA

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 Loyal Policy Associate at SRA

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.

Paul McCluskey Managing Director at Gemstone Legal

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.

gemstonelegal.co.uk

Janet Taylor Director at PKF Francis Clark

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 Towers Partner at PKF Francis Clark

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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Solicitors Conference

14 September 2021