Legal Cashiers & Managers Conference

Event Details

Course Code: S4007
Speaker: Various
Specialisations: Management, Support Staff, Conferences,
Venue: Liverpool Law Society, Helix, Edmund Street, Liverpool, L3 9NY
Date: Wednesday, 22 November, 2017
Time: 09:30 - 15:40

Members Price: £125
Non Members Price: £175
Corporate Training Offer: Free
Training Season Ticket: Free

Note: 20% Vat added at checkout

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Event Description

This conference is suitable for: Cashiers, COFA’s, Practice Managers, Solicitors, Finance Directors & Accountants.

9.30 – 9.35 Chair opens ~ Jo Morris

9.35 – 10.20 Challenging Headwinds or a perfect storm ~ Paul McCluskey, Lloyds Bank

• Key reasons for law firm failures
• Importance of financial benchmarking
• Themes for success
• Funding Growth
• IT – Opportunity and Threat – a small bit on cyber
• Will Aid

10.20 – 11 SRA Accounts Rules: high risk areas and controls ~ Karen Hain, Moore & Smalley Accountants

• Review of the SRA's high risk issues
• Consideration of risky areas in your firm's accounting system
• Common failings of the Rules
• Key controls required

11 – 11.15 Refreshments

11.15 -12  Legal Ombudsman: the past, the present and the future ~ Chief Legal Ombudsman, Kathryn Stone, OBE

. Our priorities

. Requirements

. What we expect

12– 12.30 Online crime: The bad news and the good new ~ Helen Williams TITAN

• A whistle stop tour of cyber-crime, what it is, how and why you could be targeted and what information criminals are after
• Some real life stories from businesses in the North West who have been affected - but it’s not all doom and gloom; the majority of online crime can be prevented easily without the need for expensive software
• Free resources available for businesses including guidance of creating secure passwords, how to combat attacks, backing up your data and protecting your online footprint

12.30 – 1.30 Lunch

1.30 – 2.15 VAT for Legal Accounting - Compliance and VAT Inspections ~ Darren Whelan
• Recurring compliance shortfalls
• Specific targeted areas during inspection

2.15 – 3.30 A year of change ~ Jo Morris

• What's in the headline news?
• Key changes in legislation this year affecting the cashiers department
• The SRA Risk Outlook - priority risks including information security, protecting client money and money laundering
• How our policies and procedures need to continue to change
• The need for ongoing training
• What's in store for 2018

3.30 Chair closes


Karen Hain is a chartered accountant, registered auditor, partner and head of the professional practices department within MHA Moore and Smalley. She has over 25 years experience working with North West based businesses. She leads a specialist team of advisers supporting legal firms in all aspects of annual accountancy, tax and SRA Accounts Rules compliance and provides added value services across a wide range of strategic, financial, management and risk based areas to law firms. Karen qualified as a Lexcel consultant and presents to local Law Societies annually on the SRA Accounts Rules and COFA duties.  Karen also heads up the Professional Practices sector group for MHA, an association of 8 independent accountancy firms across the UK who collectively look after over 170 legal firms with over 500 partners.

Paul McCluskey is UK Head of Professional Practices, SME Banking at Lloyds Bank, which looks after businesses with annual turnover of up to £25 million. His role is to ensure that the bank’s professional practice customers receive the right level of service, delivered by specialist relationship managers, and financial products designed to meet the needs of a changing professional landscape. Paul is responsible for maintaining a high level of understanding of sector issues among the Bank’s specialists, and he speaks and writes regularly on financial issues affecting the professions, and in particular the legal sector.

Jo Morris has over thirty years’ experience working in solicitors’ practices from being a legal cashier to a practice manager.  Jo is a consultant having previously worked in a top 40 law firm as a Risk and Regulatory Compliance Training Manager.  She has also worked as the Finance Compliance Manager for the first Alternative Business Structure (ABS) in Wales.  She is a Diploma member of the Institute for Legal Finance and Management (ILFM).  Joanna is a qualified NVQ assessor and holds a Certificate in Education for Teaching in the Lifelong Learning Sector.

Darren Whelan has over 15 years’ experience within legal finance, working in many practice’s ranging from the small high street firm to larger corporate entities.  In that time, Darren has been subject to many external audits including SRA, VAT and PAYE. Darren also sits on the Executive Council and Advisory Council of the ILFM. This year, Darren has successfully battled against HMRC and defended two-member firms of the ILFM that had received large assessments as a result of VAT inspections.  Both assessments were retracted and overturned, saving both firms thousands of pounds.

Helen Williams is a Cyber Crime Protect Officer at TITAN, the North West Regional Organised Crime Unit.  Her role involves working with business, education and the general public to raise awareness of the potential risk and impact of Cyber- Crime, along with the simple steps which can be taken to prevent becoming a victim.

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