| 12th May 2019 |
SAR - Keeping you up to date
Wednesday 29th September 2021 - 9.45am - 5.00pm
Speaker: Janet Taylor, Director, PKF Francis Clark SRA Competence: D
VenueThis all day Seminar is intended to be presented live at Exeter Racecourse subject to conditions allowing. If this is not possible it will be presented using Zoom web conferencing.
Why you and your staff should attend these sessions?
The protection of client money is the joint and several responsibility of all principals in a law firm. This responsibility extends not only to their own compliance but that of all employees.
While the accounts team in many law firms often take the lion’s share of the burden of dealing with the SRA Accounts Rules requirements, effective compliance depends upon everyone in the firm understanding their role, responsibilities, the firm’s own procedures and in communicating information effectively.
The latest version of the SRA Accounts Rules came into force in November 2019. The regulator introduced a number of changes, moving away from very detailed prescriptive rules to a more ‘principles’ based approach - but what does this actually mean in practice?
The purpose of this training session is to ensure that all fee earners and staff are up to date, have a good understanding of the key rules and common pitfalls.
The sessions will be practical and participative and will use case study exercises and examples.
Morning session - Your essentials
Aimed at staff with little or no knowledge of the Rules and those who are returning to this area and need to get back ‘up to speed’ and will cover:
The SRA Standards and Regulations
Where the SRA Accounts Rules fit in
Areas of the Codes of Conduct which impact on the SRA Accounts Rules?
Who is covered by the Rules
The Accounts Rules
All the key definitions
Client versus non-client money.
Holding and dealing with client money
| 16th April 2019 |
Mental Health First Aider Training
Monday 18th & Tuesday 19th October 2021
The training will be delivered using live online sessions as set out below.
Accredited by Mental health first aid England MHFA.
DASLS Members - £195 + VAT (£234.00)
Non Members - £235 + VAT (£282.00)
Speaker; Nick Brown
Nick is a freelance Trainer & Coach specialising in Suicide Prevention & Mental Health. In addition to being a member of the National Training Team for MHFA England he is an International Training Coach for LivingWorks Education who design and distribute highly effective Suicide Prevention Training. He delivers these courses in the UK and overseas. He also trains new trainers and coaches them during their first few deliveries. He is a Workplace Associate for MHFA England where he is able to use his background in Human Resource Management (12 years with Philips Electronics and British Telecom) and CIPD qualification to good effect. Nick worked for 10 years for a Community Mental Health Project based in Brighton where I developed my passion for helping people in their recovery from Mental Health difficulties. To relax he loves walking by the sea, live music events and spending time with family and friends.
SESSION ONE - Monday 18th October 2021
Individual learning (1 hour):
Introduction to the Online Mental Health First Aid course
Activity 1: Why Mental Health First Aid?
Activity 2: The Mental Health First Aid action plan
Activity 3: What is mental health?
Activity 4: Quiz: Impact of mental health
Activity 5: Stress Container (completed after live session)
Activity 6: Frame of Reference (completed after live session)
Live session (2 hours 30 minutes): - 9.30 am - 12 noon
Introduction to course functions
Introduction to the course
ALGEE and mental health introduction recap
Risk and protective factors
Frame of Reference
The Mental Health Continuum
Introduction to ...
| 25th January 2019 |
Professional Fee Collection-tips and tactics to maximise recovery and minimise losses
Wednesday 8th December 202110.00 am - 1.00 pm
SRA Competence B & D - 3 Hours
Venue - Exeter Racecourse (Covid 19 - in the event that it is not possible to host this event in person the seminar will be delivered digitally.)
Speaker - Steve Allinson
Speaker: Stephen Allinson - Solicitor and Licensed Insolvency Practitioner.
Stephen has specialised in credit, debt, restructuring and insolvency work since 1987, and has extensive experience in dealing with the full range of these procedures. Prior to setting up his own consultancy, he was a Business Recovery and Insolvency partner at a major law firm heading up a team of over 50 legal professionals undertaking national debt and insolvency contracts in both the private and public sectors. As well as acting as a Consultant to the legal profession, he also pursues many other projects in the legal, insolvency and credit fields and is a Tutor at the University of Law.
Alongside being a Solicitor Licensed Insolvency Practitioner, he has previously been an Associate Member of the Association of Property and Fixed Charge Receivers. Stephen was appointed Chairman of the Board of The Insolvency Service in January 2017 and is also the Chairman of the Joint Insolvency Examination Board (JIEB); one of the Chairmen of the Methodist Church Disciplinary Process and formerly the Deputy Independent Examiner for the Institute and Faculty of Actuaries
In addition, he is currently the Chairman of the Chartered Institute of Credit Management Assessment Board and a member of the Chartered Institute of Legal Executives Education and Standards Board. He has also served as a Trustee of The Money Charity and the Churches Mutual Credit Union.
His major book “Enforcement of a Judgment “was published by Sweet and Maxwell in January 2016, and he has in the last twelve months contributed to two leading educat...