CPDStore

16th Nov, 09:00

The Economic Crime & Corporate Transparency Act 2023 – What does it mean for me?

Speaker: Claire Thomson - Grant Thornton

In the single biggest change to the role of the UK Registrar of Companies since it was created in 1844, the Economic Crime and Corporate Transparency Act 2023 is making a number of modifications to company law with the aim of enhancing corporate transparency and reducing economic crime. To facilitate this, the Act makes further provisions about companies, limited partnerships and other kinds of corporate entities, and around the registration of overseas entities. The legislation affects all those who interact with Companies House, whether individuals or entities. It affects all directors, secretaries and people with significant control of entities registered at Companies House, as well as the entities themselves, including companies, limited partnerships, limited liability partnerships and overseas entities. There is also impact on agents of such entities, such as accountants, auditors and those who provide company secretarial services. This session will focus on the provisions which have the greatest impact on accountants and advisors in their interaction with clients.

Claire Thomson will cover the following topics during this session:

• A summary of the main changes the legislation is bringing in
• The implication of these changes for accountants and their clients
• How accountants can support their clients
• Timelines

By attending this session, accountants will be equipped to support their clients through the significant reforms that will impact UK companies and associated individuals.

The session will be of most interest to those who provide financial reporting or company secretarial services to UK entities.

Course Level: Need to Know

16th Nov, 10:00

Key Issues for Independent Examiners of Charities 2023

Speaker: Tony Clarke - Clarke & Co

Charity reporting has changed over the last number of years. Independent Examinations are still relevantly new to us. This session will allow Accountants and Charity Trustees to understand what is expected by the Charity Commission when reporting and undertaking an Independ Examination.

In this session, Tony Clarke will cover the following:

• What is an Independent Examination
• Charities eligibility for IE
• CCNI Directions for Independent Examiners
• What trustees should look for in an Independent Examiner
• How trustees should prepare for an IE

By attending this session, you will gain an understanding of a Charity Independent Examination in Northern Ireland

Course level: Intermediate / Need to Know

16th Nov, 11:00

AML Monitoring & Regulatory Update 2023

Speaker: Elaine Jackson - OmniPro

In this session Elaine Jackson will cover the following topics;

• Regulatory Updates 2023
• Client Onboarding
• Client Monitoring
• Customer Due Diligence Documentation
• The Firms Internal Monitoring Procedures

By attending this session, you will be more aware of the key focus areas when it comes to AML Monitoring.

Course level: Need to know

16th Nov, 12:00

Financial Reporting Issues 2023

Speaker: Lindsay Webber - OmniPro

Financial reporting is the cornerstone of the accounting profession, and staying informed about the latest updates and emerging topics is crucial for success. Join our highly anticipated webinar and gain valuable insights into the changes and trends accountants need to know for the upcoming year.

In this session Lindsay Webber will cover the following topics; • An update on FRED 82 – changes coming to FRS 102 and FRS 105 • Sustainability reporting • Consolidations – exemptions and filing options • Practical review of financial statements. By attending this session delegates will get the latest updates on accounting standards and financial reporting practices. This session will be of most interest to Prepares of Financial Statements Course level: Intermediate

16th, Nov 13:40

A Deep Dive into R&D Tax Relief – The Basics, Recent Changes and Ongoing Concerns

Speaker: Cathy Kennedy - ASM Chartered Accountants

This webinar will offer an insight into R&D Tax Relief. The accuracy and robustness of R&D claims are increasingly more important due to the increased scrutiny from HMRC, with a significant number of enquiry letters being sent out to companies. This is a clear change of stance from HMRC in an attempt to suppress the level of fraudulent claims they believe are currently being submitted.

There have also been significant changes to the legislation post April 2023, and this webinar will offer a chance to learn more about these changes (as well as a general introduction to the scheme as a whole), ensuring practices can signpost clients to be able to access the right advice. It also provides an opportunity to raise concerns/queries and potentially dispel some myths around R&D Tax Relief with special focus on claiming under the correct scheme and the interaction of R&D Tax Relief with grants.

The webinar will cover some case studies of recent enquiries and the lessons learned along the way. Although R&D Tax Relief is now under significant pressure it is important to remember it remains a valuable relief if claimed correctly and this webinar will cover off the types of evidence for a ‘robust’ claim and best practice when claiming R&D Tax Relief.

In this session Cathy Kennedy will cover the following topics;

• Background to R&D/ What qualifies for R&D;
• Introduction to the 2 R&D Schemes and identifying which is relevant;
• Qualifying activities
• Qualifying Costs;
• Interaction with grants;
• Recent changes to R&D legislation;
• Learnings from HMRC enquires; and
• Best practice R&D claims

By attending this session, you will learn what qualifies for R&D and what is involved in an R&D claim. This session may also help identify clients who may be doing R&D and just as importantly advise clients when R&D does not apply to their activities.

This session will be of most interest to Accountants, Tax Advisors & Business Owners

Course Level: Need to know

16th Nov, 15:40

Non-Audit Monitoring Visits - How to Prepare and What to Expect

Speaker: Colm Owens - OmniPro

In this session, Colm Owens will consider the some of the issues that come up on monitoring visits in relation to non-audit files, client monies & AML. This will be of interest to accountants who are expecting a monitoring visit in the near future which may include a non-audit element (or be a non-audit monitoring visit in itself) and to all accountants for on-going compliance and best practice. Monitoring visits can be stressful events, so being well-prepared can make them go much smoother and help to ensure they go well.

The following topics will be covered:

• Audit-exempt files – the requirements
• Audit-exempt financial statements
• Client Monies;
• Anti-Money Laundering;,br>
By attending this you will be able to know how to prepare & what to expect.

Course level: Intermediate

16th Nov, 16:40

5 Steps to Driving Sustainable Profit in 2024

Speaker: Des O'Neill - OmniPro

As a firm owner what should your No.1 strategic objective be?

It has to be profitability.

Running a more profitable firm may not solve every problem but it does solve a lot of problems.

If you have a more profitable firm:

• It is better for your existing team - higher profits can be translated into higher salaries and less stress.
• It makes it easier to attract new talent – you will be able to offer a combination of salary and flexibility that competitors cannot offer.
• It is better for your clients - it creates the capacity for you and your team to serve them in a way that protects them and helps them build better businesses.
• It is better for your clients – you are walking the walk and leading by example.
• Even if none of those convince you that profitability should be your No. 1 Strategic objective – do it for yourself, do it for your family, do it for your future because you are worth it

In this webinar we will look at the 5 biggest drivers of Profitability for accounting firms in 2024 and the steps you can take to drive profitability in your firm.


• Raising Prices and Getting Paid what you are really Worth;
• Transforming operations through Technology, Bots and Standardisation;
• Identifying and working with the Customers that are Right for you and your Business Model;
• Developing a clear Strategy and Business Model that will give you and your business what You really Want.
• Overcoming the current shortage of People and getting the best out of your Team;
• Making decisions and taking the first steps to get a better result in 2024.

By attending this session, you will get clear on

• What’s working now in your business?
• What’s not working for you in 2023?
• How to get unstuck if you are?
• The actions that you can take before the end of 2023 to get a better result in 2024?

You will walk away with idea, strategies, tactics, and tools that will help you move to the next level in your business.

You will walk away with clarity around the next step you can take for your business and your team.

This session is for firm owners who want to get more satisfaction out of their business in 2024.


• It’s for new startups who want to avoid the mistakes that so many firms make.
• It’s early to mid stage firms who know there must be a better way for some of the things they are doing. It’s for mature and established firms who want to keep up to date with what is happening in the market.
• It’s for sole practitioners and multi partner firms.
• It’s for anyone who wants to grow their business.
• It’s for anyone who wants to get a better result from their business.

It is also for senior team members who are contributing to or want to contribute to the commercial direction of their firm.

Course level: Need to know