TRAINING COURSES

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EXCEL BASICS

Join us for a one hour webinar looking at some of the easy to learn, easy to remember, basic excel tips and tricks.

During the session we will look at some of the most common excel functions including:
Sort and filter
Some simple conditional formatting
Move or copy
Simple formatting
And much, much more


£35

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NEW STARTER IN LEGAL FINANCE

Join us for a 2 hour webinar with the legendary Linda Lambert HonFILFM. Linda has an endless knowledge of legal finance and cashiering as well as being a well regarded trainer.

This course is designed to provide a law firm that may not have their own induction process for new starters into the finance/accounts department with an understanding of critical knowledge areas that will help accelerate their financial compliance journey.

Areas that will be covered:
- What makes a law firm different to other businesses
- Legal jargon; undertakings, conflicts etc.
- What is meant by ‘double entry’ bookkeeping
- Light touch overview of the key SRA AR
- How anomalies are typical spotted


£95

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3 WAY BANK RECONCILIATION

Join us for a 1 hour session where we will cover the format of the reconciliation statement (as required by the SRA Accounts Rules), the supporting evidence, dealing with multi-currency client accounts, deposit accounts, the list goes on..... we will even look at the office reconciliation.


£45

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LEGAL FINANCE – FILE REVIEWS

Designed to provide a COFA/HOFA with advice and practical tips on implementing a robust financial compliance review.

Areas that will be covered:

  • The purpose of a file review

  • Efficiency tips                        

  • Sample size                           

  • Sample form                         

1 hour

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PRACTICE MANAGEMENT – CULTURE

A practical session that covers provides tips on how you might positively influence the beliefs, values and attitudes in your law firm.  A positive culture can be used to promote integrity, inclusion, transparency and much more.
1 hour

Friendly Business Team

SRA ACCOUNTS RULES – REFRESHER

An interactive on hour session that walks you through real life scenarios’ and guides you through the current regulatory focus.
1 hour

Business Planning

SRA ACCOUNTS RULES –ADVANCED

[3 hours training and engagement to include 2 x 10 minute breaks]

1. Client Bank Reconciliation

  • What makes a three way bank reconciliation

  • What is included/excluded

  • Common pitfalls

  • TPMA (if applicable)

2. Residue Balances

  • The SRA’s current view

  • Practical advice on systems and controls to reduce

3. Interest Policy

  • What your policy should include

  • Negative interest

4. Advanced Billing

  • Disbursement v Expense

  • Legal Aid overview (if applicable)

5. Financial Compliance Scenario’s

  • Segregation of duties

  • Banking Facilities

  • Joint Accounts

  • Definitions and context

  • True/False SRA AR questions

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RESOLVING CONFLICTS BETWEEN STAFF

Join us for a 1 hour session on resolving conflicts between staff. During the session we will look at:

Learning to identify strengths and weaknesses of team members

Approaching challenging team conversations and applying skills to real life scenarios

Decision making and problem solving

Developing effective listening skills  


£70

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HOW TO BE A GOOD TEAM LEADER

Join us for a 1 hour session on how to be a good team leader. During the session we will look at:

Techniques to becoming an effective/positive team leader

Understanding the roles and responsibilities

Identifying the qualities of a team leader

Being a motivational team leader


£70