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Four sessions providing an introduction to the nuts and bolts of Law Firm Management
Monday 05 October 2026
9:45am – 1:00pm – Session 3 - Great Customer Experience – Rhian Huxtable, Insight 6
Outputs:
2:00pm – 5:15pm Session 4 – Using Leadership to Inspire, Motivate and Influence – Jess Wiggins, impact coaching
Fees for the two days:
DASLS Members/Affiliates: £360 plus VAT before 04.09.26 then £395 plus VAT
Non-Members: £420 plus VAT
Jason Mitchell is a partner within the PKF Francis Clark legal team that has been working within the accountancy industry, specialising in the legal sector for more than 20 years, having initially trained as an accountant in industry before moving into accounting practice and qualifying as a Chartered Accountant. Jason has also had the benefit of working directly within numerous law firms on secondment and has an understanding of the day to day issues that law firm's face. In addition Jason is an active committee member of ICAEW Solicitors Community Group and actively provides support to other sector specific institutions on topical matters including the SRA.
Trevor Hellawell is a solicitor and legal training and management consultant working with major law firms, local law societies, many legal training providers and other clients. Until going freelance in 1999 he was a full time lecturer with the University of Law, ending his career as a Principal Lecturer at the York Branch. Until recently returning to the freelance arena, he was Head of Law Programmes at BPP. Throughout his career, he has lectured extensively on the Accounts Rules, Professional Conduct, Management skills such as Client Care, Time Management and Appraisals, Financial Services matters, including Money Laundering, as well as mainstream academic law subjects. He was formerly a member of the Law Society’s Planning and Environmental Law Committee and is the author of the Environmental Law Handbook, now in its seventh edition.
Rhian Huxtable has worked in the Customer Experience industry as a specialist for the last 7 years and previously, 20 years of experience delivering for customers in the retail, healthcare and pharmacy industries, understanding customers and delivering change to the experience provided to customers based on their feedback, this is Rhian's passion now. Rhian grew up and studied in South Devon, before embarking on a very successful senior leadership career in a number of industry-leading brands including Sainsbury’s and Boots where he was lucky enough to hold several senior-level roles in a multi-disciplinary environment, including head of region for the Southwest and head of the retail operations hub for Boots nationally. Rhian has a huge passion for inspiring and helping the businesses he partners with, to deliver a memorable and heartfelt experience for their customers and in turn improve profitability. He believes there can be no compromise on the quality of businesses' customer service experience. Whilst operating his insight6 franchise business Rhian has developed invaluable strategic, project management and consultancy skills that he uses when supporting his business partners. insight6 Devon and Cornwall work with businesses in professional services, construction and green energy, attractions and hospitality, local authority and retail.
Jess Wiggins is a Leadership Coach & the founder of IMPACT Coaching. Formerly Deputy Head of a successful law firm, Jess brings over 15 years’ People & Leadership experience in the legal profession to her coaching with clients. She knows the legal profession inside out and understands the demands and challenges of a career in law. She also knows that to progress towards becoming an Associate or Partner, excelling as a lawyer is not enough. You also need to excel as a Leader. The Leadership Coaching Jess delivers supports the growth & development of leaders, ensuring they are inspiring, influential & impactful leaders that are able to effectively lead teams to deliver on organisational objectives.
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02nd January 2017 | Management Training
SRA Account Rules - Your Essentials Date: 24 September 2026 Time: 9:30am - 12:30pm Venue: Exeter Racecourse, Exeter Speaker: Janet Taylor Course Outline: Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains 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. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with 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 primarily at staff with little or no knowledge of the Accounts 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 are we now? 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 Fundamental principles All the key definitions Client versus non-client money. Disbursements Holding and dealing with client money Bank accounts Receipts and payments Transferring money for costs Dealing with balances Accounting records requirements Client account reconciliations an overview Fees: DASLS Members/Affiliates: Half Day: £145 plus VAT Full Day: £225 plus VAT (discounted rate applied if you also book the afternoon session) Non Members: Half Day: £165 plus VAT Full Day: £250 plus VAT (discounted rate applied if you also book the afternoon session) Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual. ...
02nd January 2017 | Management Training
SRA Account Rules - Key Risks & Common Problem Areas Date: 24th September 2026 Time: 1:30am - 4:30pm Venue: Exeter Racecourse, Exeter Speaker: Janet Taylor Course Outline: Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains 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. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with 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. Afternoon session – Key Risks & Common Problem Areas While the SRA Accounts Rules allow some ’flexibility’ this can bring its own challenges. This session will look at some of the high risk areas and common problems. Aimed at those with or needing a wider knowledge of and responsibility for compliance, particularly partners and COFAs, and will cover: Latest Guidance from the SRA Responsibility for compliance and the role of the COFA (and those who support them) Higher risk areas and the latest SRA guidance on these issues, including: The prohibition on providing banking facilities through the client account Dealing with residual balances; Reviewing reconciliations; Money held in the Client’s own bank account ‘Suitable’ systems and procedures and written policies Changes we have seen so far Fees: DASLS Members/Affiliates: Half Day: £145 plus VAT Full Day: £225 plus VAT (discounted rate applied if you also book the morning session) Non Members: Half Day: £165 plus VAT Full Day: £250 plus VAT (discounted rate applied if you also book the morning session) Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual. ...
02nd January 2017 | Management Training
Time recording and Pricing Masterclass Date: Tuesday 29th September 2026 Time: 9:45am - 1:00pm Venue: Exeter Racecourse, Exeter Speaker: Robert Mowbray Course Outline: Attending this seminar will provide you with simple and practical advice on how you can charge for more of your time and at higher rates. Time recording The many benefits of recording all of your time Grey area questions to illustrate best practice Writing narratives that show “the value delivered to the client” Using billing notes to deal with a range of things including out of scope work Pricing strategies How will AI impact on pricing?” Understanding pricing windows and recognising that you can charge more and have happier clients Understanding the full range of pricing mechanisms and when they should be used Learning from other industries with fierce price competition Identifying ways of quoting that are better for the firm and the client Learning how to negotiate fees with greater confidence Managing discounts and asking for something in return Trading instead of discounting Using conditional offers Setting a walkaway point Action planning Fees DASLS Members/Affiliates: £130 before 31/08/26 then £145 plus VAT Non Members: £165.00 plus VAT 3 for 2 offer! Book 3 places on this seminar and get the cheapest FREE! Robert Mowbray BSc FCA Robert is an accountant who has worked in and with professional service firms for 30 years and who is an expert on law firm profitability and management. He has provided training and consultancy services to over 1,000 firms across 40 countries. His clients have included everything from the largest City and Global firms, through large regional firms and down to the most entrepreneurial smaller firms. He is regularly asked to help with a wide range of issues including time recording, pricing and fee negotiation, project management, accelerating cash flow, strategy, profit sharing arrangements and improving the quality of management information. He also helps lawyers to understand the financial statements of their clients. Robert is the author of “Maximising the profitability of law firms” and was the author of the Law Society’s annual financial benchmarking survey from 2006-2009. He is also the author of the annual NatWest financial benchmarking survey which is done for both solicitors and accountants. He has been voted “Trainer of the year” by the Legal Education & Training Group and is an Industrial Fellow of the Business School at Kingston University. Robert trained in the early 1980s with PWC and spent 20 years as a partner at Macintyre Hudson LLP before setting up Taylor Mowbray LLP with Janet Taylor in 2009 to be a niche and independent advisor to professional service firms. ...
02nd January 2017 | Management Training
SRA Account Rules - Your Essentials Date: 24 September 2026 Time: 9:30am - 12:30pm Venue: Exeter Racecourse, Exeter Speaker: Janet Taylor Course Outline: Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains 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. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with 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 primarily at staff with little or no knowledge of the Accounts 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 are we now? 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 Fundamental principles All the key definitions Client versus non-client money. Disbursements Holding and dealing with client money Bank accounts Receipts and payments Transferring money for costs Dealing with balances Accounting records requirements Client account reconciliations an overview Fees: DASLS Members/Affiliates: Half Day: £145 plus VAT Full Day: £225 plus VAT (discounted rate applied if you also book the afternoon session) Non Members: Half Day: £165 plus VAT Full Day: £250 plus VAT (discounted rate applied if you also book the afternoon session) Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual. ...
02nd January 2017 | Management Training
SRA Account Rules - Key Risks & Common Problem Areas Date: 24th September 2026 Time: 1:30am - 4:30pm Venue: Exeter Racecourse, Exeter Speaker: Janet Taylor Course Outline: Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains 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. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with 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. Afternoon session – Key Risks & Common Problem Areas While the SRA Accounts Rules allow some ’flexibility’ this can bring its own challenges. This session will look at some of the high risk areas and common problems. Aimed at those with or needing a wider knowledge of and responsibility for compliance, particularly partners and COFAs, and will cover: Latest Guidance from the SRA Responsibility for compliance and the role of the COFA (and those who support them) Higher risk areas and the latest SRA guidance on these issues, including: The prohibition on providing banking facilities through the client account Dealing with residual balances; Reviewing reconciliations; Money held in the Client’s own bank account ‘Suitable’ systems and procedures and written policies Changes we have seen so far Fees: DASLS Members/Affiliates: Half Day: £145 plus VAT Full Day: £225 plus VAT (discounted rate applied if you also book the morning session) Non Members: Half Day: £165 plus VAT Full Day: £250 plus VAT (discounted rate applied if you also book the morning session) Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual. ...
02nd January 2017 | Management Training
Time recording and Pricing Masterclass Date: Tuesday 29th September 2026 Time: 9:45am - 1:00pm Venue: Exeter Racecourse, Exeter Speaker: Robert Mowbray Course Outline: Attending this seminar will provide you with simple and practical advice on how you can charge for more of your time and at higher rates. Time recording The many benefits of recording all of your time Grey area questions to illustrate best practice Writing narratives that show “the value delivered to the client” Using billing notes to deal with a range of things including out of scope work Pricing strategies How will AI impact on pricing?” Understanding pricing windows and recognising that you can charge more and have happier clients Understanding the full range of pricing mechanisms and when they should be used Learning from other industries with fierce price competition Identifying ways of quoting that are better for the firm and the client Learning how to negotiate fees with greater confidence Managing discounts and asking for something in return Trading instead of discounting Using conditional offers Setting a walkaway point Action planning Fees DASLS Members/Affiliates: £130 before 31/08/26 then £145 plus VAT Non Members: £165.00 plus VAT 3 for 2 offer! Book 3 places on this seminar and get the cheapest FREE! Robert Mowbray BSc FCA Robert is an accountant who has worked in and with professional service firms for 30 years and who is an expert on law firm profitability and management. He has provided training and consultancy services to over 1,000 firms across 40 countries. His clients have included everything from the largest City and Global firms, through large regional firms and down to the most entrepreneurial smaller firms. He is regularly asked to help with a wide range of issues including time recording, pricing and fee negotiation, project management, accelerating cash flow, strategy, profit sharing arrangements and improving the quality of management information. He also helps lawyers to understand the financial statements of their clients. Robert is the author of “Maximising the profitability of law firms” and was the author of the Law Society’s annual financial benchmarking survey from 2006-2009. He is also the author of the annual NatWest financial benchmarking survey which is done for both solicitors and accountants. He has been voted “Trainer of the year” by the Legal Education & Training Group and is an Industrial Fellow of the Business School at Kingston University. Robert trained in the early 1980s with PWC and spent 20 years as a partner at Macintyre Hudson LLP before setting up Taylor Mowbray LLP with Janet Taylor in 2009 to be a niche and independent advisor to professional service firms. ...
