The Liver Building

2024 Conference for Legal Cashiers & Managers (Hybrid)

Details

Speaker: Various

Date: Wednesday 20th November, 2024

Time: 09:30 - 14:30

Areas of Law: Management

Venue:
Taylor Wessing
Edward Pavilion
Albert Dock
Liverpool
L3 4AF

Course Code: S4841

Description

A ‘must attend’ event for; Cashiers, COFAs, Practice Managers, Solicitors & Finance Directors 

This event can be attended in-person or virtually (via MS Teams). When booking, please select if you wish to attend ‘ Face-to-face’ or  ‘Virtual’. All bookings, whether you attended in-person or virtually will be able to access a recording post event.

 

Sponsored by

OneAdvanced power over 30,000 legal professionals with software automation that delivers increased productivity and agility, supporting law firm growth and the smooth delivery of vital legal services.

Our legal portfolio includes Practice and Case Management, Time Capture, Document Management, Legal Forms, The National Will Register, and Performance & Talent Management.

Registration & refreshments / log in

Welcome & introduction ~ Lisa Bolton, Peter Edwards Law

Client money is at risk! ~ Brian Rogers, The Access Group                 

  • Threats to client money
  • Where firms have got it wrong
  • The dangers around crypto-currencies

Are your Lawyers having to trawl through client bank statements and other financial documents to establish a client’s financial position? ~ Tom Lyes, Armatylix

  • What are the challenges facing lawyers when it comes to collecting and reviewing Source of Funds for individuals as well as entities and what’s expected of you by the SRA?
  • Digital Transformation – Lessons in terms of transforming your manual process to digital. Why and how you can do this in less than a month
  • What happens when it goes wrong? – Why the fines?
  • What lessons can we take from Digital to Source of Funds to other law firm processes which require the collection and analysis of bank statements?

Comfort break – refreshments served for in-person attendees

Anti Money Laundering Update ~ Sue Mawdsley, Keystone Law

  • The role of the Finance team in AML compliance
  • What is new in terms of the obligations and the expectations of the SRA
  • Developments in legislation, guidance or recent decisions
  • What we see on audit – what works for firms and practice

Process Mapping for an efficient Finance Department ~ Sarah Keegan, CS Partnership

  • What financial behaviours and actions do you want to ensure are actioned on every file, every time?
  • How to lead and deliver change.
  • Practical working tips and guidance on implementing change through your software

Comfort break – lunch & networking for in-person delegates

Practical points to improve law firm cashflow ~Tom Blanford, Your Firms CFO

  • The cashflow cycle of law firms
  • Why lock up is so important
  • Why time recording is so important
  • How to manage WIP

Nothing to see here! - Data Protection - From Misleading Myths to Practical Matters ~ Judith Ratcliffe

  • How Compliance Prevents Needless Costs
  • Payroll Practicalities
  • Data Sharing Dos and Don’ts
  • A few top tips for personal data breach avoidance
  • Why you must learn to love your Rights Requestors.

Summary & thanks ~ Lisa Bolton, Peter Edwards Law

Speaker Biographies

Tom Blanford of Your Law Firms CFO, delivers strategic finance projects to law firms to make them better and has been doing it for nearly twenty years. He is based primarily in Yorkshire but has some national and international clients. His only area of focus is law firms. His start point is data-driven internal budgeting, forecasting, and result monitoring then using that to partner with the board and drive business performance. He trained originally with PriceWaterhouseCoopers in their Professional Practices team working with large firms like DLA Piper and Ince. More recently he was a partner in Armstrong Watson’s specialist Legal Sector team where he worked exclusively with legal clients and with hundreds of law firms. Tom was the lead partner for over 50 different firms – from large to small, niche to the high street and from distressed to cash rich.

Lisa Bolton is the Practise Manager at Peter Edwards Law.

Sarah Keegan qualified as a Solicitor in 1996 and has over 20 years’ experience as a property lawyer.  She ran one of the biggest residential property departments in the country and co-founded The CS Partnership in 2012 with the mission to help law firms modernise and change the way that they deliver their services. Sarah focuses on the risk and compliance behaviours in her work, in particular, finding ways to ensure her client firms are compliant and safe on every transaction. She also focuses on helping firms ensure that they are CQS compliant.

Tom Lyes is the Head of Legal at one of the UK’s leading fintech companies, Armalytix. With 10 years experience in Residential Conveyancing at a top 20 Law Firm and Lawyer Checker Tom joined Armalytix in October 21, with the aim of helping lawyers collect financial information safely and efficiently from clients using Open Banking and other smart technology.

Sue Mawdsley is a Partner at Keystone Law. Sue is a specialist regulatory lawyer with over 35 years of experience advising law firms and property professionals on regulatory issues. She has particular expertise in relation to anti-money laundering and other financial crime, as well as risk management, and claims prevention.

Judith Ratcliffe is a Privacy Professional, Conference Speaker and Author, who was Called to the Bar in 2010 by The Honourable Society of The Inner Temple (although she is not a fully-qualified barrister, as she hasn’t done pupillage) and also has financial crime prevention experience. Her missions include debunking compliance myths, integrating practical Privacy Compliance into every organisation’s every day activities and making the Law understandable for non-lawyers. She acts as Data Protection Officer, advises and guides organisations on compliance, rights request handling, and other related matters. Her first Privacy and Data Protection Book, Privacy and Data Protection in Your Pocket – Personal Data Breaches, https://www.waterstones.com/book/privacy-and-data-protection-in-your-pocket-personal-data-breaches/judith-ratcliffe/9781526209511 received a favourable review from The Law Society Gazette.

Brian Rogers is Regulatory Director at Access Legal, a division of the Access Group, which currently serves around 4,000 law firm clients. He is a regulation and compliance subject matter expert and uses this expertise in course content design, policy template content, regular webinars, and social media engagement. Brian has worked in and around the legal sector for 30 years, and was Chair of Regulatory Affairs at Manchester Law Society from 2010-2012.

Prices

Member £130
Non-member £180
Training Passport Free
Note: 20% VAT added at checkout