CPD Events for Practitioners 2017

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.

https://events.accaglobal.com

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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