'For anyone working with a solicitors practice, this is a must-do event, covering both your essential regulatory update and also providing your 'brain food' for new ideas and thinking.' - Past Delegate
There are many challenges facing law firms today, ranging from regulatory changes to issues in the workplace. Whether you are managing a law firm at financial or strategic level or advising those who are, having a clear grasp of the current and impending challenges is vital.This year’s conference will explore these issues and how you can navigate them with confidence.
By attending the conference you will:
Event terms and conditions
ICAEW's terms and conditions for events.
Update on current issues facing the legal profession
Recent developments in the taxation of partnershipsThe 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.
Andrew Constable, Kingston Smith
Impact of the new standards and regulations from the regulator’s perspectiveFollowing the introduction of the new Standards and Regulations on 25 November 2019, the SRA will share their feedback of the initial impact and some common themes to have emerged. What do these mean for the legal profession and the work of the Reporting Accountant?”
Jatinderpal Loyal and Sean Hankin, SRA
Is Your Cashroom a Fee Earner?Law firms face ongoing challenges to make their practices more profitable. This session looks at a traditional administration function within a legal practice and what steps it can take to make a tangible difference to the business profitability.
Paul McCluskey, Gemstone Legal Limited
Third Party Managed Accounts: Why? What? Who?
Geoff Dunnett, Shieldpay
VAT on disbursements and general update
PKF Francis Clark
Generational and diversity challenges in the workplaceHelen will be speaking about partners of the future and how firms might adapt to attract and retain the best talent.
Helen Cowan, The Tall Wall
Experience with the new Accounts RulesWe will take a look at a few key aspects of the ‘new’ rules and the common questions and concerns raised by law firms and reporting accountants.Janet Taylor FCA, PKF Francis Clark
Chair's closing remarks
Andrew Alder, Chair, Solicitors Community, ICAEW
Find out more about the benefits of joining the Solicitors Community.
Sean Hankin, Head of Forensic Investigation and Intelligence, SRASean has been with the SRA and previously The Law Society for over 20 years. His Forensic Investigation teams conduct on-site investigations with a focus on compliance with the Accounts and Conduct 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. Sean oversees the review and action of all Qualified Accountants Reports received by the SRA. As a Chartered Accountant, Sean has previously worked with EY and PKF.
Jatinderpal Loyal, SRAJatinderpal has been with the Law Society Group since May 2003 and in his first role was responsible for leading and managing high profile investigations and providing technical advice to colleagues. In 2009, Jatinderpal worked on developing the SRA’s approach to outcomes-focused regulation and the supervision of law firms. Having joined the regulatory policy team in 2012, Jatinderpal led on the SRA’s approach to monitoring and enforcing the ban on referral fees in personal injury and has since worked closely with the Insurance Fraud Task Force and other key stakeholders to help combat fraudulent behaviour in the market. Jatinderpal is the lead on the SRA’s regulation of financial services, the SRA Accounts Rules and Client Protection arrangements. Jatinderpal has used his experience of supervising firms to improve the SRA’s relationship with small firms and other professionals that law firms are likely to work with.
Jatinderpal works closely with law firms of all sizes, compliance advisers and other legal regulators as the SRA embeds the new Standards and Regulations. Jatinderpal also works closely with the Ministry of Justice, HM Treasury and the Financial Conduct Authority in developing financial services and consumer protection policy.
Janet Taylor FCA, PKF Francis Clark. Janet joined PKF Francis Clark as part of the firm’s specialist legal team in 2018 having been part of Taylor Mowbray LLP for the last 12 years. Prior to that she spent over 10 years with another top 20 accounting firm heading up their specialist solicitors’ group. A highly experienced presenter Janet provides relevant and practical training on a number of financial issues for lawyers. 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. Clients have included several major international and national law firms as well as their reporting accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and is the co-author of A Practical Guide for COFAs and Finance Professionals.
Helen Cowan, Tall WallHelen is a sought after Executive Coach who works with leaders and high potential individuals typically within professional service firms. She is the founder of The Tall Wall, a specialist coaching business focused on supporting, primarily, talented women. Helen's coaching career began at KPMG, focusing on Partners and Directors, maternity leavers/returners and talented people leaders. Before coaching, Helen enjoyed 18 years' experience in KPMG, working on large scale M&A transactions and corporate strategy engagements both in the UK and globally.
Paul McCluskey, Managing Director, Gemstone LegalPaul McCluskey is Managing Director or Gemstone Legal which helps law firms to maximise income whilst reducing risk. Former UK Head of Professional Practices at Bank of Scotland and Lloyds Bank, Paul has worked with law firms of various sizes and complexity across the UK and Northern Ireland. Having seen banks shift away from dedicated legal sector relationship management models Paul decided to set up Gemstone Legal to offer firms an independent approach to finance and risk management. Paul speaks and writes regularly on financial factors impacting.
Geoff Dunnett. Director, Shieldpay Professional ServicesGeoff is a qualified solicitor and practised as a Project Finance lawyer at Milbank, Tweed, Hadley & McCloy LLP and Mayer Brown International LLP, before working as an independent legal consultant to startups and lastly as a Business Associate for the Techstars-Barclays tech accelerator. Geoff's transactional law experience has helped form the functionality of Shieldpay's Third-Party-Managed Account and Corporate Escrow offering.
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