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Solicitors Fundamentals

Available
Virtual
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Mar
29
Wed
-
Mar
30
Thu
10:00
-
PM
15:00BST
Schedule Type Title: Weekdays
Sessions: 2
Session Hours: 10.00
Description
ICAEW's Virtual Solicitors Fundamentals is a two day online event to get up to speed with the SRA Account Rules that Solicitors are required to know. Please see the information below to decide which day is most suited to yourself.
Please choose from the dates below to view more details.
Solicitors Fundamentals 2023
Event Details

On Demand - Basic Solicitors Fundamentals - 29 March 2023

£130.00 + VAT
Available
On Demand
All Locations
All Categories
Mar
29
Wed
10:00
-
15:00 BST
Schedule Type Title: Weekdays
Schedule Description: Aimed at staff in law firms and accountancy practices with little or no knowledge of the rules, and ‘returners’ who need to get back up to speed.
Sessions: 1
Session Hours: 5.00
Zoom
Description
Aimed at staff in law firms and accountancy practices with little or no knowledge of the rules, and ‘returners’ who need to get back up to speed.
Book here
Date and time Location
Recorded on 29/03/2023  Zoom

Event Information

Aimed at staff in law firms and accountancy practices with little or no knowledge of the rules, and ‘returners’ who need to get back up to speed. This session will cover:

  • A detailed walkthrough of the 2019 SRA Accounts Rules, key principles and definitions
  • The supporting guidance covering the key risk areas
  • Key controls that law firms must have in place
  • Our requirements as Reporting Accountants to identify and report breaches
  • Common breach of the Accounts Rules

Reasons to attend 

  • This is for those who do not have an up to date knowledge of the SRA Accounts Rules, those who are brand new to the rules, or those that feel they need a more in depth refresher of the principles.
  • Gives an understanding of the guidance that supports the rules and how that guidance should be practically applied.
  • ives an overview of the role of the Reporting Accountant for those who are unfamiliar with what we do and how we focus our work

Who should attend

This session is aimed at staff with little or no knowledge of the rules or law firms generally or those who are returning to this area and need to get back up to speed.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

ICAEW's terms and conditions for events

Basic Solicitors Fundamentals
Please note that the programme is subject to change

Time Session
10:00 Introduction and detailed walkthrough of the 2019 SRA Accounts Rules and relevant guidance
12:00 Lunch
13:00 Other guidance and important client money systems and controls
14:00 Case studies
14:30 Common breaches of the SRA Accounts Rules
15:00 Event close

Ian Johnson, Associate Partner, Hazlewoods LLP
Ian is a qualified accountant and auditor and has spent his professional life working almost exclusively with law firms, ranging from small sole practitioners to large international LLPs, Limited Companies and PLCs. Ian spent a number of years as an auditor at a Big 4 accountancy firm, working with some of the UK’s largest law firms. He then spent more than 15 years as a legal sector specialist and is currently part of the Executive Council of The Institute of Legal Finance and Management (ILFM) and Vice Chair of the ICAEW Solicitors Advisory Committee.

Luke Dickinson, SRA Account Rules Specialist, Hazlewoods LLP
Luke Dickinson is an SRA Accounts Rules specialist for Hazlewoods. He provides advice and training to legal firms throughout England and Wales.
Luke currently works in the SRA Accounts Rules arm of Hazlewoods Legal team. Having provided advice for legal firms within Hazlewoods for almost seven years, he is well placed to deal with any Accounts Rules queries that may face law firms.

Costs

This event is run by the ICAEW Solicitors Community. Find out more about the benefits of joining the community here

Rate Early bird price until 14/02/23 Price from 15/02/23
Community Member/Subscriber - Solicitors £98 +VAT £135 +VAT
ICAEW member £98 +VAT £135 +VAT
Non Member £130 +VAT £180 +VAT

 

Further discounts
When you purchase 5 or more tickets, you will automatically receive 20% off at checkout.

*20% group discount is applied automatically at checkout.
**Discounts cannot be used in conjunction with other promotions.

This event requires participant information to register. Please login and/or fill in the participants information.
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