The SRA Accounts Rules for Fee Earners

Event Details

Course Code: S3976
Speaker: Jo Morris
Specialisations: Management, Support Staff,
Venue: Liverpool Law Society, 2nd Floor, Helix, Edmund Street, Liverpool, L3 9NY
Date: Friday, 22 September, 2017
Time: 13:30 - 16:45

Members Price: £105
Non Members Price: £150

Training Season Ticket: Free

Note: 20% Vat added at checkout

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Event Description

“Solicitor struck off for 24 counts of the accounts rules breaches”. This is the kind of headline that we are seeing much more frequently.  So, when was the last time you did any accounts rules training? I can hear you saying “I’m a fee earner – I don’t do accounts” but the rules apply to you and therefore anyone working in a solicitors practice must have a sound and up to date knowledge of the rules.
The SRA are getting approximately 120 reports per month on the misuse of client money and it is a current priority risk in the SRA’s Risk Outlook 2016/17.  Therefore, it is essential that anyone handling client money must be properly trained.  As we can see from the headline above, the consequences of getting it wrong can be costly for both individuals and the firm.  
So, no matter when you last had training in this area, come along to this informative and interactive half day course to update your knowledge of the SRA Accounts Rules.
This half day course will cover many areas including:
Setting the scene – things to be on the look out for, updating you on recent scams and the priority risks from the SRA Risk Outlook
Why it’s important to get things right in relation to the accounts rules
Client or office – who does the money belong to?
The client wants to give us money – which is the best payment method?
I’ve delivered the bill – what happens next?
Why are the finance team always in a rush to get things done?
Another meeting with accounts to discuss residual balances – why it’s important to return monies promptly
Which accounts rules are most frequently breached?
What is the role of the COFA?
What happens when it all goes wrong
The future of the SRA Accounts Rules!
This half day course will be interactive and look at some case studies and scenarios

Joanna Morris has over thirty years’ experience of working in solicitors practices from being a legal cashier to a practice manager.  Joanna 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. Jo was highly commended in June 2011 by the Legal Education and Training Group (LETG) in the category Best Programme for Lawyers for Solicitors Accounts Rules training for Hill Dickinson LLP.  She was also shortlisted in the category of Compliance Trainer of the Year for the Women in Compliance Awards 2014. 

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