SRA Accounts Rules
Trainer - Linda Lambert
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.
The training gives a thorough grounding in all aspects of the rules with workshops and discussions throughout the day. Emphasis is put on the practical application of the Rules and in particular how this is attained in the practices represented in each group. Participation from the delegates is actively encouraged in particular using their knowledge of the rules through group or open discussions.
The basic topics covered are:
- Principles of SRA Accounts Rules and Code of Conduct
- COFA and COLP and the impact on the Cash Office role
- Client Account and Client Money
- Use of Client Account
- Client Monies Withheld from Client Account
- Operating a Client's Own Account
- Interest Rules
- What is a bill? What is an agreed fee?
- Office Monies and Professional Disbursements
- Bank Reconciliations
- LAA (In brief and AR's only)
- Accounting Systems and Records including Central Register
6 CPD points can be claimed and lunch is provided.
Training Testimonials from Sept 2016
"If Linda is doing the training, book it. Quite simply she is amazing. She was fun, informative and her enthusiasm for this subject is obvious. Would pay to hear the same course just to sit through this again with her".
"Well worth attending for both refreshing and updating your knowledge of Solicitors Accounts Rules".
"An excellent way of learning new/refreshing current skills. A relaxed but very professional and positive production".
Cancellation requests must be in writing. A full refund of the delegate payment (100%) will be given for notice of 42 days or more; less an administration fee of £35. A half refund (50%) will be given for notice of between 41 and 22 days; less an administration fee of £35. No refund (0%) for 21 days or less.
Transfer or Substitution requests must be in writing. You may transfer, at no charge, on to another ILFM training, or substitute for another person. An additional payment may be necessary if the substitute is not eligible for the same discounts as the original delegate. No refund will be given should the delegate fee be less than the original delegate fee.
Please note that trainings/events are subject to cancellation, at any time, if there are insufficient numbers. In this case we will refund 100% of the fee, or allow a free transfer. In the event of a cancellation at any time by the ILFM, for whatever reason, liability will be limited to a refund of any delegate fee paid.
The ILFM accepts no responsibility or liability for any injury, illness or otherwise which may be attributable to the facilities or services provided at any venue.
Where can I contact the organiser with any questions?
For futher information, or to pay by BACS or cheque, please email firstname.lastname@example.org or contact the ILFM office on 020 8302 2867.
When & Where
The Institute of Legal Finance and Management
ILFM the UK's leading authority, membership body, qualification & training provider for legal finance, administration & practice management professionals.
NO DEBIT OR CREDIT CARD?
If you do not have access to a Credit or Debit Card, please contact email@example.com or phone the office, 020 8302 2867, and we will assist you to make your booking.
Please note we do not charge an extra fee for Card bookings.