Workshop: SRA Accounts Rules 2019 update and refresher

The SRA Accounts Rules 2019 are far shorter and less prescriptive than before, but the protection of client money must remain at the forefront. Whether your staff members require an introduction to the rules, from the basics through to the detail, or an annual refresher, our workshop will provide you with top tips to ensure you remain compliant, as well as guidance on how to adopt a set of procedures to best suit your firm. 

What will be covered? 

• How to adopt a risk-based approach to safeguarding client money
• Modernising your policies and procedures
• Taking advantage of the increased flexibility offered by the 2019 rules
• Common breaches and problem areas
• Practical guidance and top tips to reduce the risk of material breaches

Who should attend?

This training is aimed at COFAs, finance team members, fee earners and support staff.

When and where?

Delivered remotely or in-person at your offices at a time to suit you. We’ll tailor a half day or lunchtime training session to meet your specific requirements. 

Who will be running the workshop?

Claire Watkins, Partner and Head of Professional Practices View profile

Claire has over 20 years' experience working with law firms and acts as a trusted independent advisor for our law firm clients. She is extremely experienced with the SRA’s Accounts Rules and has guided firms through the various changes.

Catherine Edwards, Senior Manager View profile

Catherine works alongside Claire in the Professional Practices team. She has been at Buzzacott for over 10 years and is ACA qualified. Catherine manages the audit, accounts and SRA compliance work for a number of law firms. She has specialist knowledge of the regulatory issues facing law firms especially the SRA Accounts Rules. Catherine has been running Buzzacott’s internal SRA training day for a number of years.

If you would like further information about the workshop, including costs, availability and how it can be tailored to your firm's requirements, complete the form below and we will be in touch.