Professional Courses
CPD Events for Practitioners 2017
https://events.accaglobal.com
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Your professional development matters to us
Are you looking to: • enhance your professional learning? • fulfill your annual CPD requirements? • identify skills gaps and progress in your career? • enhance your employability?
• over 300 online courses • face–to–face events • articles from AB • academic and professional qualifications • two online bookstores • Microsoft Office Specialist • exclusive CPD special offers and free opportunities
If you answered ‘yes’ to one or more of these questions then ACCA’s learning resource, My Development, is here to help you. Our aim is to make CPD as easy as possible and help our members to maintain and develop skills that they can apply in the workplace as well as excel in their career. My Development contains a wealth of learning material covering a vast range of topics and formats.
Visit My Development today www.accaglobal.com/cpd 2 / https://events.accaglobal.com
Contents
Residential Conference for Practitioners
5
Guide to Practical Audit Compliance for Partners and Managers
6
Practical Guide to ISQC 1 for Partners and Managers
7
One–Day Courses
8
Saturday CPD Conferences for Practitioners
10
Autumn Update Conferences for Practitioners
11
2020 Events (CPD Webinars)
12
Terms and Conditions
14
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Introduction Welcome to our ACCA UK Professional Courses guide for practitioners for 2017. We are consistently updating our courses to provide you with the most relevant information for you and your business, and to keep you updated with the latest developments within your profession. This is to ensure that you are equipped with the right set of skills and knowledge to best support your practice – just take a look at some of the quotes from our members throughout the brochure to support this.
How to book
CPD units
Book online at https://events.accaglobal.com You can view all of our courses and events, or download a copy of this directory, on the Professional Courses area of our website. Please visit www.accaglobal.com for more information.
The number of CPD units you can gain is stated in each course description. All courses count as verifiable CPD provided the content is relevant to your development needs.
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Residential Conference for Practitioners
Our Residential Conference for Practitioners provides an excellent opportunity to refresh your technical knowledge and discuss common issues with like–minded accountants. Taking place over three days, you will gain 21 CPD units from 13 various sessions covering key topics such as the latest issues around tax, accounting standards, business planning, excel and employment law. Hosted by a four star luxury hotel with excellent transport links, your delegate fee includes two nights’ accommodation, all meals (including two conference dinners), lectures and hand–out materials.
DATE 16–18 November 2017 VENUE Queens Hotel, Leeds FEES Book your place up to three calendar months before the start date and pay the discounted price of £696 per person. Please note: bookings made after this date will be charged at the full price of £739 per person.
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Guide to Practical Audit Compliance for Partners and Managers
The course should be “ made compulsory for all new members wishing to hold an auditing practising certificate for the first time.
”
– Dr Jude Nzeako FCCA CEO, KPM Coopers LLP
This two–day workshop has been designed to help participants prepare their practices for ACCA audit monitoring visits. The most common causes of unsatisfactory monitoring visit outcomes will be identified and discussed during the workshop. Participants will learn how to undertake audits and to record audit work in a manner consistent with the requirements of Auditing Standards and which will consequently meet monitoring visit requirements. The workshop will involve case study examples and is suitable for partners and also managers in public practice.
KEY FEATURES The planning process and recording of audit evidence • the regulatory process • the methodology for improving your compliance procedures • impact of Clarity ISAs • the permanent file • the planning process – laws and regulations – risk and materiality – identifying key areas – tailoring the audit programme • recording audit evidence – getting it right – the audit of fixed assets – the audit of expenditure • common problems and how to avoid them
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Recording audit evidence and completion of the file • recording audit evidence – the audit of cash and bank – the audit of debtors – the audit of work in progress – the audit of stock – the audit of creditors – the audit of income • the completion process – going concern – post balance sheet events – reviewing the file. • problems and how to avoid them • over–auditing • ISQC 1.
LECTURER Michael Scott BSc FCA FCCA director, PCP
DATES AND LOCATIONS 23–24 May, London 26–27 September, London 18–19 October, London 12–13 December, Manchester
TIME 09.45 – 17.00 FEES £495 Early booking discounted price £445 available up to two months before the date of the workshop booked.
CPD 14 units
KEY FEATURES
Practical Guide to ISQC 1 for Partners and Managers
• • • • • • • • • •
background to ISQC 1 leadership responsibilities for quality within the firm ethical requirements independence accepting and continuing appointment as auditor human resources engagement performance monitoring how to undertake your firm’s ISQC 1 review what to look for on cold audit file reviews.
LECTURER Alun Morgan BSc FCCA – director, PCP
DATE AND LOCATION 28 September, London TIME 09.45 – 17.00 FEES £289 Early booking discounted price £269 available up to two months before the date of the workshop booked.
CPD 7 units
This one–day workshop has been designed to help participants implement the requirements of ISQC 1 at their own practice. The workshop will focus on designing appropriate policies and procedures for small and medium–sized audit firms and documenting them as required by ISQC 1. This will enable participants to ensure that their firms learn how to apply quality control procedures, in a manner consistent with ISQC 1 and which will consequently meet ACCA monitoring visit requirements. The workshop will involve case study examples and is suitable for partners and managers in small and medium–sized audit firms.
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Very knowledgeable “ lecturers who knew what
One Day Courses
was important to the small practitioner.
”
– Paul Watts FCCA Sole practitioner
ACCOUNTING STANDARDS – GETTING IT RIGHT IN THE FACE OF CONTINUING CHANGES AND CHALLENGES What Will I Get Out Of It? UK GAAP • A look back at the lessons learned on transition (still a challenge for some companies) • small and micro companies – how have they handled the changes and challenges A comprehensive review of UK GAAP as at 1 January 2017 • life after transition – handling UK GAAP on a day–to–day basis • examples of good (and less good) practice found so far IFRS • IFRS developments in 2016/17 and beyond • FRS 101 after recent amendments and clarifications KEY FEATURES • small companies and FRS 102 – getting the numbers ‘right’ – disclosures and presentation – dealing with Section 1A • FRS 105 for micro entities – relevance and application – really a panacea? • developments in Company Law affecting financial reporting • SORP update focusing on LLPs and Charities • the new IFRS Standards/ amendments for 2016/17 • the options regarding possible early adoption of the key new IFRS Standards on financial Instruments, Revenue and Leasing • dealing with IFRS under UK GAAP (FRS 101).
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LECTURER Charles Gubbins BSc CA Head of technical practice and professional development, Kaplan Leadership and Professional Development
DATES AND LOCATIONS 1 November, Bristol 21 November, Edinburgh 22 November, Leeds 23 November, Nottingham 28 November, Aberdeen 30 November, Norwich 5 December, Cardiff 7 December, Bournemouth 19 December, London
TIME 09.30 – 16.30 FEES £198 Book your place on this event up to three calendar months before the start date and pay the discounted price of £198 per person. Please note: bookings made after this date will be charged at the full price of £219 per person.
CPD 7 units
GENERAL TAX UPDATE FOR ACCOUNTANTS What Will I Get Out Of It? • A current tax update for finance professionals working across all business sectors. KEY FEATURES • the recent tax cases and changes in legislation, including the 2017 Budget • business tax update, including Capital Allowances • NIC, PAYE and Benefits refresher • salary sacrifice update • making tax digital refresher and update • the changes to IR35 in the public sector • practical VAT changes and developments • CGT, IHT and stamp duty update • personal tax update • corporation tax update including changes to trading losses • general tax planning resulting from recent tax changes • case studies • general overview.
LECTURER Tim Palmer CTA ATT Senior partner, Palmer Consultancy Partnership
DATES AND LOCATIONS 4 October, Bournemouth 17 October, Edinburgh 18 October, Bristol 19 October, Leeds 20 October, Birmingham 26 October, Aberdeen 31 October, Norwich 2 November, Cardiff 13 December London
TIME 09.30 – 16.30 FEES £198 Book your place on this event up to three calendar months before the start date and pay the discounted price of £198 per person. Please note: bookings made after this date will be charged at the full price of £219 per person.
CPD 7 units
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Saturday CPD Conferences for Practitioners
These conferences are the ideal way to keep your professional knowledge up–to– date and get your CPD without disrupting your working week, and provide a cost– effective way of staying informed of the latest technical issues.
CONFERENCE ONE
CONFERENCE TWO
CONFERENCE THREE
Location London B Sheffield Swansea Birmingham London C
Location London A Bristol Swansea Manchester Glasgow London B Birmingham Sheffield London C
Location London A Glasgow Bristol Birmingham Swansea Manchester London B Sheffield London C
Date 11 March 18 March 25 March 01 April 08 April
Content • tax pitfalls and how to avoid them • employment taxes • digital tax accounts • pension planning
Content • corporate taxes for owner–managed businesses • business and employment law update • Finance Bill/Act 2017 • VAT update
VENUES Birmingham Bristol Glasgow London Manchester Sheffield Swansea
Date 22 April 06 May 13 May 20 May 03 June 10 June 17 June 24 June 01 July
Date 23 September 30 September 14 October 21 October 28 October 04 November 11 November 25 November 02 December
Content • Accounting Standards update • Autumn tax planning
FEES Conference Aston Holiday Inn Filton Hilton Hotel Royal College of Physicians Marriott Victoria & Albert Hotel Novotel Hotel Marriott Hotel
One conference £155 Two conferences £143 per conference Three or more conferences £129 per conference Discounts apply to any number of delegates from one firm. To qualify the bookings must be made together. Please note the prices quoted are per person, per conference For flexibility, delegates booking two or more conferences can mix and match from the following programmes: • Saturday CPD Conferences • Autumn Update Conferences
CPD 7 Units per conference
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Autumn Update Conferences for Practitioners
These conferences take place on Saturday and consist of a topical update dedicated to the core areas of accounting, auditing and taxation.
ACCOUNTING AND AUDITING CONFERENCE 4 November, London 09.30 – 16.30
TAXATION CONFERENCE 9 December, London 09.30 – 16.30
FEES One conference £155 Two conferences £143 per conference Three or more conferences £129 per conference Discounts apply to any number of delegates from one firm. To qualify the bookings must be made together. Please note the prices quoted are per person, per conference. For flexibility, delegates booking two or more conferences can mix and match from the following programmes: • Saturday CPD Conferences • Autumn Update Conferences
CPD 7 Units per conference
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CPD Webinars
Working in partnership with 2020 Innovation, ACCA’s practitioners can benefit from a suite of CPD webinars at a 50% discount. The suite covers a wide range of topics covering essential tax; accounting and audit; practice assurance and money laundering; monthly tax updates; practice management and development; and updates on regulated Financial Conduct Authority businesses.
in partnership with 2020 Innovation
Cost per Cost for 3–9 delegate delegate DATE TIME WEBINAR SPEAKER places
ACCA 50% ACCA 50% discount discount
10 March
10:00 – 12:00
Small company reporting issues
John Selwood
£42.50
£129.00
27 March
10:00 – 12:00
2017 Budget update
Mark Ward
£42.50
£129.00
7 April
10:00 – 12:00
Charities update
Bill Telford
£42.50
£129.00
8 May
10:00 – 12:00
Spring audit and accounts update
Guy Loveday
£42.50
£129.00
17 May
10:00 – 12:00
PAYE and NIC hot topics
Ros Martin
£42.50
£129.00
6 June
10:00 – 12:00
Practical advice on tax enquiries and Kevin Igoe
£42.50
£129.00
CPD Webinars
investigations 19 June
10:00 – 12:00
FRS102 update
John Selwood
£42.50
£129.00
11 July
10:00 – 12:00
Latest VAT news and developments
Debra Dougal
£42.50
£129.00
25 September
10:00 – 12:00
Capital taxes update and planning
Martyn Ingles
£42.50
£129.00
2 October
10:00 – 12:00
Autumn audit and accounts update
Guy Loveday
£42.50
£129.00
18 October
10:00 – 12:00
Finance Act 2017 Update
Robert Jamieson
£42.50
£129.00
7 November
10:00 – 12:00
Acting for high net worth clients
Robert Jamieson
£42.50
£129.00
10 November
10:00 – 12:00
Practice assurance and money
laundering update 2017
John Selwood
£42.50
£129.00
5 December
Ros Martin
£42.50
£129.00
10:00 – 12:00
Tax issues for unincorporated businesses
“ Always thorough, up to date, speakers are very
knowledgeable, and it is always relevant to my work.
”
– Ashleigh Dewbery-Lugg FCCA Financial Director, Ripple Consultancy Limited
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Cost per Cost for 3–9 delegate delegate DATE TIME WEBINAR SPEAKER places
Monthly Tax Update Webinars
ACCA 50% ACCA 50% discount discount
20 March
10.00 – 12.00
Tax update webinar (Budget special)
Martyn Ingles
£51.00
£152.00
21 April
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
15 May
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
16 June
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
21 July
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
1 September
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
9 October
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
6 November
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
8 December
10.00 – 11.00
Tax update webinar
Martyn Ingles
£39.50
£117.50
FCA Update Webinars 16 March
11.00 – 12.00
FCA update
Ian Fletcher
£51.00
£152.50
12 June
11.00 – 12.00
FCA update
Ian Fletcher
£51.00
£152.50
10 July
11.00 – 12.30
Introduction to FCA clients
Ian Fletcher
£73.50
£221.50
22 September
11.00 – 12.00
FCA update
Ian Fletcher
£51.00
£152.50
11 December
11.00 – 12.00
FCA update
Ian Fletcher
£51.00
£152.50
Practice Management and Development Webinars 5 June
10.00 – 11.00
Practice management and development
Gordon Gilchrist
£51.00
£152.00
18 September
10.00 – 11.00
Practice management and development
Gordon Gilchrist
£51.00
£152.00
1 December
10.00 – 11.00
Practice management and development
Gordon Gilchrist
£51.00
£152.00
Note: All prices exclude VAT To view the full programme of webinars visit www.the2020group.com/ACCA For further information on all 2020 webinars call 0121 314 2020 or email acca@the2020group.com
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Terms and Conditions ACCA UK’s terms and conditions are set out
CANCELLATIONS
CHANGES TO YOUR BOOKING
in full below. Please read these Terms and
4.
Your Right to Cancel
5.
Substitute Delegates
Conditions carefully before purchasing a
4.1.
You have a right to cancel your purchase
5.1.
ACCA will accept substitute delegates
course and print off a copy for your records.
of the course within a period of 14 calendar
without administration charges at any time
By ordering an ACCA UK course, you are
days (“Cancellation Period”) from the date on
subject to receipt of substitute delegate
confirming your agreement to be bound by
which ACCA confirms your booking on the
details and, where applicable, immediate
these Terms and Conditions.
course, subject to Clauses 4.4.
payment of any additional fees due.
BOOKINGS
4.2.
You must inform ACCA of your decision to
5.2.
Notification of substitute delegates must be
1.
How to Book
cancel by using one of the following methods
made in writing.
1.1.
You can book:
within the Cancellation Period:
6. Transfers
1.1.1. Online at https://events.accaglobal.com; 1.1.2. By email to: professionalcourses@accaglobal. com; and 1.1.3. By post to: Professional Courses, ACCA UK,
The Adelphi, 1–11 John Adam Street,
London, WC2N 6AU
1.2.
We do not accept telephone bookings.
1.3.
Email is not encrypted and therefore not a
secure method of communicating payment
details with ACCA. If paying by card,
we suggest you do so online or via post. Card
transactions are processed by Worldpay
on behalf of the Certified Accountants
Educational Trust (CAET).
2.
Payment Terms
2.1.
Payments are accepted by cheque, BACS
and the following credit cards; Mastercard,
Visa, Amex, Maestro and Visa Debit.
Cheques for ACCA UK events should be
made payable to CAET.
2.2.
When booking Professional Courses
practitioners’ events or when booking online,
payment must be made at the time of
booking. 2.3.
ACCA events run through CAET are exempt
from VAT. All other courses are subject to
VAT at 20%.
3. Confirmation 3.1.
Events are reserved from the receipt of the
booking request and payment by any of the
above methods.
3.2.
When booking online, a confirmation email
will be sent to you within 24 hours.
3.3.
When booking by email or post, confirmation
will be sent to you within 14 days and will
include a receipted invoice.
4.2.1. By email to: Professionalcourses@accaglobal.
6.1.
Bookings for Professional Courses events
com
can be transferred to another event in the
4.2.2. By post to: Professional Courses, ACCA UK,
current schedule (to December 2017)
The Adelphi, 1–11 John Adam Street,
providing subsequent events are not already
London, WC2N 6AU
fully booked.
4.3.
On cancellation you will be entitled to a full
6.2.
10% of the event fee will be charged on each
refund of the fees.
event transferred.
4.4.
Refunds will be made using the same method
6.3.
No transfers will be accepted for requests
of payment as you used for the purchase
made less than ten (10) working days before
and will be paid within 14 days of you
the date of the event.
informing ACCA of the cancellation. Your
6.4.
Notification of transfers must be made in
right to cancel and obtain any refund will be
writing at least ten (10) working days before
lost if you have given ACCA express consent
the start of the event, irrespective of the
to supply any services during the
method of booking.
Cancellation Period and the service has
been fully performed. If express consent
has been given but the service is only part
performed, you will be liable to pay for the
services actually received.
4.5.
Subject to clauses 4.1 to 4.4, no full refunds
7.
Joining instructions are usually sent at least
five (5) working days before the start of
an event. If you have not received your
joining instructions three days prior to
will be given for cancellations of bookings
the event, please call the Professional
made less than ten (10) working days before
Courses team on 020 7059 5910. ACCA will
the date of the event and payment in full will
not be held responsible for non–receipt of
still be due.
joining instructions and refunds will not be
4.6.
Cancellations made pursuant to clause 4.5
issued under such circumstances.
shall be made in writing to ACCA and
irrespective of the method of booking the
cancellation shall incur a 10% event fee charge.
4.7.
The 10% event fee charge applies to each
event cancelled.
4.8.
Where you have purchased courses at the
multiple booking rate and attendance at
one is subsequently cancelled, the remaining
events will be charged at the standard rate.
For example: where two events have been
booked at the multiple booking rate and
attendance at one is subsequently cancelled,
the remaining event will be charged at the
one event rate; where three events have
been booked at the multiple booking rate
and attendance at one is subsequently
cancelled, the remaining two events will be
charged at the two events rate.
4.9.
If ACCA has to cancel the event, our
liability shall be limited to a full refund of
any event fees paid only. We will not refund
any travel or accommodation costs
associated with the cancellation of an event.
4.10. ACCA reserves the right to cancel or
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JOINING INSTRUCTIONS
reschedule events without prior notice and
to amend or alter published programmes,
fees, venues and lecturers.
ATTENDING THE EVENT
12. Certificates
GENERAL
8.
Programme Changes
12.1. Certificates will be issued for attendance
16.
8.1.
It may be necessary for reasons beyond
16.1. ACCA processes all personal information
ACCA’s control to change the content and
records.
timing of the programme, the speakers, the
13. Accommodation
1998.
date or the venue at any time prior to the
13.1. Events are usually non–residential, unless
16.2. By completing the booking form you
event date.
are consenting to your data being stored
9.
Course Papers/Delegate Pack
13.2. Delegates requiring accommodation should,
and processed for the provision of services
9.1.
In most circumstances, course papers will be
therefore, make their own arrangements.
and administration associated with the event
issued on the day of the event. This
14.
Special Requirements and Dietary Needs
including your name, title and email address.
documentation is made available only to
14.1. When booking online, delegates should
ACCA may periodically send you
those attending the event and should not be
complete the section on special
promotional emails about upcoming events
reproduced.
requirements at the time of booking e.g.
or other information which we think you may
9.2.
Course papers and delegate packs are
dietary, wheelchair access, etc.
find interesting using the email address you
provided for the sole use of the delegate
14.2. When booking by any other method
have provided.
and may not be reproduced whether in
delegates are asked to notify Professional
17.
Limitation of Liability
whole or part, shared or distributed by any
Courses at ACCA of any special
17.1. ACCA will not be liable for any loss or
method whatsoever without prior permission
requirements, in writing, at the time
damage including without limitation, indirect
of the copyright owner.
of booking a course or at least ten (10)
or consequential loss or damage, or
10. Travel
working days before the start of the event.
any loss or damage whatsoever arising
10.1. ACCA accepts no liability if a delegate
We will endeavour to accommodate your
from attending events unless it is directly due
is unable to attend an event due to adverse
requests; however, please note this may not
to negligence on its part.
weather conditions or any travel disruption.
always be possible.
17.2. The copyright of all training material rests
Refunds are subject to ACCA’s discretion.
AFTER THE EVENT
with the trainer or speaker, and ACCA
15.
may not be held responsible for any
infringements as a result of plagiarism, libel,
slander or any misuse of any material.
10.2. ACCA reserves the right to use venues which
may incur a car parking charge and will not
be liable to pay any charges incurred.
11.
Dress Code
11.1. There is no dress code; however, most
delegates choose to wear smart casual
clothing.
at all events. These are for your own CPD
otherwise stated.
Delegate Feedback
15.1. After the event, delegates should expect
to receive a feedback form. We would
ask this is completed and returned to us
within seven days to allow us to continue to
improve and tailor future events more closely
to your requirements.
book online at
Data Protection in accordance with the Data Protection Act
https://events.accaglobal.com For partner events, please call 020 7059 5910 or email professionalcourses@accaglobal.com to make a booking enquiry
ACCA UK The Adelphi, 1–11 John Adam Street, London WC2N 6AU tel: 020 7059 5910 professionalcourses@accaglobal.com www.accaglobal.com