Workshops and seminars

This one day workshop provides a full review of the SRA Accounts Rules 2011

This day is particularly valuable for those looking for a refresher course or who are new to legal finance. Cashiers are often involved in the preparation of the COFA report and a sound knowledge of the rules would be a distinct advantage for both this and when dealing with the Reporting Accountant and the Annual Accounts Report.

Two half day workshops dedicated to the compliance role of COFA. Available as a whole day or attendees can choose to attend either one of the half day sessions. Whether you are being appointed as a COFA, a member of an accounts team or supporting the COFA in their role you will find these workshops valuable.

The first session covers the role and duties of the COFA, implementing systems to enable you to monitor and identify breaches, dealing with your regulator, reporting, behaviour compliance and training.

An Introduction to the Legal Finance Department

Particularly suitable for anyone new to legal finance, this one day training looks at double entry bookkeeping and understanding the fundamentals of legal cashiering.

The topics covered include:

  • Double Entry Bookkeeping
  • Client and Office Accounts
  • Banking
  • Software
  • The Annual Audit
  • Test understanding of Double Entry Bookkeeping, Client and Office Transactions, Running a Petty Cash tin

This one day workshop provides a full review of the SRA Accounts Rules 2011

This day is particularly valuable for those looking for a refresher course or who are new to legal finance. Cashiers are often involved in the preparation of the COFA report and a sound knowledge of the rules would be a distinct advantage for both this and when dealing with the Reporting Accountant and the Annual Accounts Report.

A one day workshop designed specifically for those in legal practice or management, providing guidance and practical advice about key aspects of VAT compliance including treatment of disbursements.

The topics covered are:

Two half day workshops dedicated to the compliance role of COFA. Available as a whole day or attendees can choose to attend either one of the half day sessions. Whether you are being appointed as a COFA, a member of an accounts team or supporting the COFA in their role you will find these workshops valuable.

The first session covers the role and duties of the COFA, implementing systems to enable you to monitor and identify breaches, dealing with your regulator, reporting, behaviour compliance and training.

A one day workshop designed specifically for those in legal practice or management, providing guidance and practical advice about key aspects of VAT compliance including treatment of disbursements.

The topics covered are:

Cybercrime and fraud is one of the top risks facing law firms. Sophisticated fraudsters are targeting law firms to defraud money with the rapid increase in bogus law firms posing as a genuine firm and the use of voice phishing (vishing) scams to steal client money. Cyber-attacks in the form of malware and ransomware viruses grow more common by the day. All these attacks can cause huge damage and present a real danger to firms and their clients which can lead to a multitude of regulatory, reputational and business challenges.

This one day workshop provides a full review of the SRA Accounts Rules 2011

This day is particularly valuable for those looking for a refresher course or who are new to legal finance. Cashiers are often involved in the preparation of the COFA report and a sound knowledge of the rules would be a distinct advantage for both this and when dealing with the Reporting Accountant and the Annual Accounts Report.

A one day workshop designed specifically for those in legal practice or management, providing guidance and practical advice about key aspects of VAT compliance including treatment of disbursements.

The topics covered are:

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