"As always, the conference was a good experience, with knowledgeable and informative speakers providing useful and relevant" - Past delegate
We are delighted to bring you the Solicitors Conference 2020 virtually. You can expect the same high quality insights, technical updates and speakers in a shorter, digital format.
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. Informative sessions and industry leading speakers will cover a range of practical and technical issues to keep you up to date, enabling you to provide your clients with the expert level of service they need in this ever changing sector.
Experience another thought provoking and informative conference delivered to your digital doorstep.
To become a sponsor at the 2020 conference, please contact Libbie.Broderick@icaew.com for further information.
Update and a look at the impact of the 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 ICAEW’s response. The session will also cover issues arising out of COVID-19 and an update on the AR1 and related operational changes.
Jatinder Loyal and Sean Hankin, SRA
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
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
Julie Towers, Partner, PKF Francis Clark
Third Party Managed Accounts: Why? What? Who?
Geoff Dunnett, Shieldpay
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
Reviewing the banking arrangements of professional practices
Many law firms believe that the banking deal is the banking deal – and there’s not much room to improve the position. Not so. This session will serve to explore how to negotiate better banking arrangements for legal practices and reveal the benefits at your disposal.
Paul McCluskey, Gemstone Legal Limited
Accounts Rules - common themes arising from the changesWe 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
Andy Harris, Chair, Solicitors Community, ICAEW
Andrew Constable, Tax Partner, Moore Kingston SmithHe joined Moore Kingston Smith in 2004 as an ACA trainee, and has specialised in tax since 2007, becoming a partner in May 2016. He works predominantly with SMEs and their owners, with partnership tax being an area of particular focus. Andrew is a member of the ICAEW Tax Faculty’s SME Business Tax Committee and the Vice-Chair of the Chartered Institution of Taxation’s Owner Managed Business Technical Committee.
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, Policy Associate, 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, Director, 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, Executive Coach,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.
Julie Towers, Partner, PKF Francis ClarkJulie heads up PKF Francis Clark’s leading VAT team offering proactive and practical advice to colleagues and clients on VAT, ranging from compliance to complicated technical issues.Julie has a broad range of experience with VAT for both large and small businesses from a technical and practical viewpoint. She deals with all areas of VAT specialising in charities and not-for-profit organisations, all issues relating to VAT on land, property and construction and trade with other countries. Other areas covered include dealing with buying and selling businesses and issues affecting the legal sector. Julie joined PKF Francis Clark in 2006 as a VAT consultant, taking on the role of director of VAT services in 2008, before becoming a partner in 2011. She is responsible for all areas of VAT within the firm. Before joining PKF Francis Clark, she was director of VAT services for a medium sized firm of accountants in Oxfordshire and UK VAT manager for Siemens plc. Julie is a Chartered Accountant and member of the Chartered Institute of Taxation. Julie is also a member of the VAT Practitioners Group and the ICAEW’s VAT and Duties Committee. Julie represents the ICAEW on the Land and Property Liaison Group which meets several times a year with the Policy team at HMRC
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