SRA Accounts Rules – compliance under agile working

With agile working practices becoming a permanent feature for many businesses, what do legal practices need to do to ensure compliance with the Rules?

Our specialist speakers will discuss the compliance issues and risks that legal practices are facing under agile working conditions.

We will discuss:

  • How law firms have adapted to the 2019 Rules
  • Guidance issued since the introduction of the Rules
  • The SRA’s approach to compliance
  • Common breaches and self-reporting
  • Responses since the introduction of the 2019 Rules – from law firms, reporting accountants and the SRA
  • The effect of the pandemic on compliance
  • Risks of home working
  • Adapting to the “new normal”
  • The future of compliance

There will also be a 15 minute Q&A session with our expert panel where they will answer any specific questions you have.

Who should attend?

Partners, COFAs, COLPs and anyone involved in the finance aspects of the Firm.

REGISTER HERE

After registering, you will receive a confirmation email and joining instructions.

Speakers

Karen Hain, Partner and Head of Professional Practices

Karen has worked with professional practices for almost 20 years and currently heads up the specialist sector team for MHA. Karen is a registered auditor and internal auditor, which gives her a great understanding of risk management, systems and controls. She acts as a sounding board for her legal sector clients and can provide advice that they can use to gain tangible results.

Kate Arnott, Partner and Professional Practices Specialist

Kate works closely with legal practices and has a specialist understanding of the specific challenges and opportunities faced by the sector. Her invaluable experience of advising solicitors and law firms on their growth strategy, Solicitor Accounts Rules requirements and LLP structures means she is well placed to advise her clients on both practical and strategic solutions.

Robert Blech, SRA Specialist Director

Robert is a qualified accountant and specialises in accounts preparation, audit and general consultancy. Robert has a legal background and due to his extensive technical knowledge and deep understanding of the sector, takes charge of Solicitor Accounts Rules audits. He has worked within the industry for over 20 years.

Fiona Westwood, Partner and Professional Practices Specialist

Fiona has specialised in working with professional practices with 2 to 100 partners for over 20 years. As a registered auditor and general practice partner she assists clients in meeting their compliance needs, her passion is supporting clients in ensuring operational effectiveness. Fiona works with her clients as business advisor bringing insight and pragmatic down-to-earth suggestions.

Finance Director Update Webinar – September 2021

Join us for our Finance Director (CPD verified) Update.

These webinars take place every 6 months and focus on the latest developments in tax, financial reporting and company law and are specifically designed to meet the needs of Finance Directors and CFOs where good all-round knowledge of the financial reporting, governance and tax is a necessity.

The session is not just designed to give you 3 hours of verifiable CPD but will also help you navigate the many complex issues you and your teams will encounter.

The course is intended not only to alert you to regulatory changes, but to highlight points which can be used in practice. It is particularly aimed at those involved with businesses using IFRS and slightly larger entities using UK GAAP either under FRS101 or FRS102 but will be relevant to all FDs and CFOs.

In this session our specialists will discuss:

  • UK Company Law & accounting standards updates
  • Post Brexit impact on indirect taxes
  • Sustainability: Evolving legislation & reporting requirements
  • Corporate Tax updates

REGISTER HERE


Speakers

Bob Trunchion – Tax Partner

Whilst Bob qualified in the audit department of a big four firm, he soon moved to their Corporation Tax Department, His move to MHA in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax. As well as advising clients on a consultancy basis, Bob is mainly involved in heading up tax training both in the firm and in our specialist training arm. He also spearheads the firm’s offering in training non financial managers and directors in understanding accounts (Financial Training Services) on all manner of transactions. Whilst he is deeply involved in training, he has appeared on national radio and television talking about IHT. Bob believes that simple solutions are often the best ones with taxation.

Neil Parsons, Director and Head of Financial Reporting Advisory and Company Law

Neil joined MHA in 2020 as the Director and Head of Financial Reporting Advisory and Company Law and is responsible for client facing financial reporting project work and company law matters related to all forms of company reporting. Neil helps clients of all sizes (including large, listed companies) cut through the complexities of financial reporting so as to provide technically and commercially solutions which are understandable.

Alastair Wilson, Partner

Alastair joined MHA as a Partner in 2011 having worked at two of the ‘Big 4′ accountancy firms. He has over 15 years’ experience in advising some of the largest and most influential businesses in the North East of England. He specialises in many areas including Corporate Tax Compliance, efficiency and reporting.

Rich Hall, Head of Sustainability and Stakeholder Assurance

Rich joined MHA in September 2020 to lead our Sustainability, Corporate Responsibility and Climate Change work. A former ‘big four’ Risk Assurance Director, Rich started, built and led their Northern Sustainability Practice and was ultimately responsible for their Performance Assurance line of service. Drawing on over 30 years cross sector, multi discipline experience. He has worked and led teams both internationally and within the UK, working with some of the largest and most complex businesses across their global footprints.

Adam Lloyd, Private Client Tax Professional

Adam has over 30 years’ experience in VAT and other indirect taxes, encompassing roles in both industry and practice as well as directly for HMRC.  His experience includes 12 years at a ‘big four’ firm and a number of years at other major financial institutions such as UBS, Lloyds and Deutsche Bank. Adam is particularly focussed on the implications of Brexit, Making Tax Digital and the penalty regimes which has added to the complexity of indirect taxes. He joined MHA in July 2021 to provide focussed and bespoke solutions for organisations of all types and sizes, helping them meet their obligations whilst ensuring VAT doesn’t become more of a burden – financially or otherwise – than necessary.

Good governance – key updates and guidance for 2021-22

Join our experts for advice and practical guidance to help you implement good governance for your charity.

Aimed at trustees who are responsible for the good governance of their charity, as well as advisors, chief executives, financial directors and executives, this webinar will provide best practice recommendations, key updates, and practical guidance, to help you develop high standards of governance in your charity.

The Charity Governance Code defines good governance as being “fundamental to a charity’s success”. High standards of governance will support a charity’s compliance with the law and relevant regulations. It will promote a culture in which all activities and policies work towards fulfilling the charity’s long-term vision.

With the changing landscape of the charity sector and the impact of the pandemic, it is vital that charities put governance at the heart of their strategy now. Some key aspects to consider are the long-term goals of your charity, what policies and activities are in place to achieve those goals, and ensuring the charity is run in a legal and compliant way.

Key topics

  • Charity Governance Code – what has changed?
  • How to adopt good governance for your charity
  • Financial governance good practice
  • A Trustee’s perspective on good governance
  • Q&A

Speakers

Our speakers have decades of experience helping charities successfully address governance challenges.

The webinar will comprise of a presentation from our charity experts, followed by a Q&A session to allow attendees to ask about any specific governance issues their charities may be facing.

This webinar is free of charge and open to all those affected by the issues that will be discussed. Places are limited so please register early to avoid disappointment.

REGISTER HERE

Once you have registered, you will receive a confirmation email with your unique link to access the webinar on the day.