CPD Events 2017 Corporate

Professional Courses

CPD Events 2017 Corporate and Financial Services

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Contents Introduction

4

Accounting and Financial Reporting

5

• Accentuating the Positives in your Financial Statements

6

• Comprehensive Financial Reporting Update 2017 Part 1 – UK GAAP

6

• Comprehensive Financial Reporting Update 2017 Part 2 – IFRS

6

• Drilling Down into Financial Statements – Advanced Analysis Skills

6

• FRS 102 – Achieving Compliance and Avoiding the Common Errors

7

• IFRS Update

7

• Interpreting Accounts and Reporting Relevant Information

7

• UK Financial Reporting Update – Working With FRS 102 And FRS 105

7

Business Reporting and Evaluation Tools

8

• Advanced Excel I

9

• Advanced Excel II

9

• Automating Your Reporting with Excel VBA Macros (An Introduction)

9

• Automating Your Reporting with Excel VBA Macros (Intermediate)

9

• Financial Modelling

10

• Intermediate Excel

10

• Pivot Table Master Class for the Finance Function

10

• Spreadsheet Skills for the Finance Function

10

• Finance Function Guide to Creating Engaging PowerPoint Presentations

11

• Finance Function Guide to Creating Impressive and Meaningful Charts in Excel

11

Law

12

• A Practical Guide to Anti-Money Laundering and Bribery

13

• Cloud Accounting – The Dos and Don’ts

13

• Company Directors and the Law

13

• Employment Law for Business – Best Practice and Managing the Tricky Issues

13

• The New General Data Protection Regulation – A Guide to Compliance for DPOs

and COLPs

14

• Payroll Processing – An Advanced Guide

14

• Social Media – A Guide to the Key Employment Law Issues

14

2 / book online at https://events.accaglobal.com

CONTENTS

Corporate Accountants’ Updating Programme 2017

15

Strategy, Governance and Risk Management

16

• Deliver Enhanced Company Results

17

• Directors and their Duties

17

• Essential Corporate Governance

17

• Leadership Skills for Company Secretaries

18

• Radically Improve your Business Decisions

18

• The Role of The Company Secretary – Part I

18

• The Role of The Company Secretary – Part II

19

• Strategic Management Issues for Today’s Accountant

19

• What makes a Valued Business Partner?

19

Taxation

20

• Business and Corporate Taxes Update

21

• Cross-Border Transactions – VAT Pitfalls and Opportunities

21

• Employment and Personal Taxes Update

21

• VAT on Land and Property

21

• VAT – What You Need To Know

22

Update for Accountants 2017

23

Treasury and Finance

24

• The A-Z of Corporate Treasury

25

• Advanced Budgeting, Planning and Forecasting

25

• Foreign Exchange and Currency Risk Management

25

• The Mechanics of Corporate Funding

25

• Practical Cash Management

26

• Treasury in a Day

26

• Working Capital Optimisation

26

Terms and Conditions

27

Leadership and Professional Development

30

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Introduction

This brochure details courses offered through ACCA UK Professional Courses in the corporate and financial services sectors for 2017.

We know that your time is valuable, so our courses have been designed to fit into whatever learning time is best for you. You can opt for an in-depth course on a subject that really interests you, or choose a short, focused seminar that will give you the essential information to allow you to do your job more effectively.

WHAT TO WEAR

QUALITY TRAINING

ACCOMMODATION

Whichever course you choose, we’re confident that it will be of the highest quality, as well as being fully accessible and representing excellent value.

Courses and seminars are usually non-residential (unless otherwise stated). Delegates requiring accommodation should, therefore, make their own arrangements.

Our lecturers have been chosen for their expert knowledge and wealth of experience in their fields.

We are proud that many lecturers have been working with us for several years, reflecting the positive feedback from previous delegates.

WEBSITE You can view all of our courses and events, or download a copy of this CPD Events listing, on the events section of our website. Please visit www.events.accaglobal.com for more information.

CPD UNITS 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.

Multi Booking and Early Booking Discounts

There is no dress code, however, most delegates choose to wear smart casual clothing.

CERTIFICATES Certificates will be issued for attendance at all courses. These are for your own CPD records.

SPECIAL REQUESTS When booking online, delegates should complete the section on special requirements at the time of booking, eg dietary, wheelchair access, etc. When booking by any other method delegates are asked to notify Professional Courses at ACCA of any special requirements, in writing, at least ten full working days before the start of the course. We will endeavour to accommodate your requests; however, please note this may not always be possible.

IN COMPANY TRAINING We can tailor a course specifically for your organisation. Contact our team to find out more.

•

Book two ACCA one day courses and pay just £469 per course and per person- saving £50 per course

•

Book three or more ACCA one day courses and pay just £439 per course and per person- saving £80 per course.

Early booking discounts apply to halfday courses run by ACCA. •

Book 3 months before each half day course and save £20

4 / book online at https://events.accaglobal.com

The following are not eligible for discounts: • two-day courses • partner courses.* Please contact the Professional Courses team on 020 7059 5910 for further information. * the discounts do not apply to courses organised by the ACT, FinancePD, ICSA Training and MBL Seminars – see individual courses for discount details on these courses where applicable.

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Accounting and Financial Reporting

HOW TO BOOK: professionalcourses@accaglobal.com https://events.accaglobal.com

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Accentuating the Positives in your Financial Statements

Comprehensive Financial Reporting Update 2017 Part 2 – IFRS

This course demonstrates how we can create financial statements that really reflect the key strengths of an entity’s position, performance and adaptability while simultaneously recognising the constraints of retaining a true and fair view and the requirements of credit rating and similar agencies.

We all know that there are 3 major new IFRSs becoming mandatorily effective in 2018 and 2019. Time is short and we need to ensure that we have considered the choices available on transition to the new rules. We also need to make sure that the amendments coming into force before then are identified for relevance and impact. This course covers all these and includes some ‘reinforcement’ of current GAAP.

Speaker:

Charles Gubbins BSc CA

Location:

London

Date:

07 November 2017

Time:

09.30 – 17.00

Fee:

£519

CPD Units: 8

Speakers:

Charles Gubbins BSc CA Guy Loveday BSc (Econ) FCA

Dates and Locations:

31 May 2017, London 08 November 2017, Manchester 23 November 2017, London

Time:

14:00 – 17:30

Fee:

£210

CPD Units: 4

Comprehensive Financial Reporting Update 2017 Part 1 – UK GAAP Since its implementation for accounting periods which started on or after 1 January 2015, we have seen the increasing need for the exercise of judgement and solutions to issues not covered within FRS 102. This course addresses these points together with the new, contentious and challenging aspects of FRS 102 and related Standards plus changes in UK law affecting financial reports.

Speakers:

Charles Gubbins BSc CA Guy Loveday BSc (Econ) FCA

Dates and Locations:

31 May 2017, London 08 November 2017, Manchester 23 November 2017, London

Time: Fee:

Drilling Down into Financial Statements – Advanced Analysis Skills There is little doubt that, despite the best efforts of many leading accountants, financial statements continue to challenge the reader and analyst to actually understand what is going on, how it happened and what the consequences are. We will consider these more complex aspects of financial reporting and also some ‘old chestnuts’, thus allowing you to identify and calculate appropriate measures for benchmarking and further analysis.

Speaker:

Charles Gubbins BSc CA

Location:

London

09:30 – 13.00

Dates:

18 July 2017 15 November 2017

£210

Time:

09.30 – 17.00

Fee:

£519

CPD Units: 4

CPD Units: 8

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ACCOUNTING AND FINANCIAL REPORTING

« featured event

FRS 102 – Achieving Compliance and Avoiding the Common Errors

Interpreting Accounts and Reporting Relevant Information

Only now are accountants appreciating how difficult it is to understand and apply the requirements of FRS 102. This course has been designed to aid the understanding of FRS 102 by looking at recently published accounts and by utilising worked examples to illustrate how to achieve compliance and avoid the common errors.

This course analyses the reasons why interpretation is performed and then, using a variety of practical examples, discusses how this affects the work done and the subsequent reporting. We will not just focus on traditional reporting approaches but also consider others such as Integrated Reporting.

Speaker:

Guy Loveday BSc (Econ) FCA

Location:

London

Dates:

07 June 2017 03 October 2017

Time:

09.30 – 17.00

Fee:

£519

Speaker:

Charles Gubbins BSc CA

Location:

London

Dates:

12 July 2017 20 November 2017

Time:

09.30 – 17.00

Fee:

£519

CPD Units: 8

CPD Units: 8

IFRS Update This session will examine changes made to IFRS and proposals for future changes in the previous 12 to 18 months and how these may impact different types of entities.

It will also review existing IFRS to deal with topics that cause difficulties for many entities, including deferred taxation, financial instruments and cost capitalisation.

UK Financial Reporting Update – Working With FRS 102 And FRS 105 Some companies are producing accounts in accordance with FRS 102 for the second or third time. Everyone must now follow FRS 101, FRS 102 or FRS 105 – unless they choose to follow IFRS. This course will examine published FRS 102 accounts and consider how accounts following FRS 102 Section 1A will differ from accounts following FRS 105.

Speaker:

Malcolm Greenbaum ACA CTA

Location:

London

Speaker:

Guy Loveday BSc (Econ) FCA

Dates:

13 June 2017 11 December 2017

Location:

London

Dates:

06 December 2017

Time:

09:30 – 17.00

Time:

09.30 – 17.00

Fee:

£519

Fee:

£519

CPD Units: 8

CPD Units: 8

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Business Reporting and Evaluation Tools

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B U S I N E S S R E P O R T I N G A N D E VA L UAT I O N T O O L S

Advanced Excel I This course concentrates on making you more proficient with complicated formulae (e.g. nested functions / lookups) and analysing and formatting data (with tools such as sorting, filtering and pivot tables) whilst consolidating your knowledge from the Intermediate course.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

26 April 2017 06 July 2017

Time:

09:30 – 17.00

Fee:

£325 + VAT

CPD Units: 8

Automating Your Reporting with Excel VBA Macros (An Introduction) You could make Excel work harder, particularly repetitive reporting tasks. This course introduces Visual Basic for Applications (VBA) – the language used to write macros. Through the use of hands-on examples the course will illustrate the process of creating bespoke reports from large quantities of data (no previous programming experience required).

Speaker:

Bob Hawken FCA

Location:

London

Dates:

20-21 March 2017 16-17 May 2017 20-21 June 2017

Time:

09.30 – 17.00

Fee:

£1038 + VAT

CPD Units: 16

Advanced Excel II Consolidation of knowledge gained from earlier courses in the series. The course covers more powerful analysis techniques, data tables and scenarios, auditing tools and techniques, graphical presentation and an introduction to macros.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

27 April 2017 07 July 2017

Time:

09:30 – 17.00

Fee:

£325 + VAT

CPD Units: 8

Automating Your Reporting with Excel VBA Macros (Intermediate) Suitable for those who have been on the Visual Basic for Applications (VBA) Introduction Course or have worked with VBA to write their own code (not simply record macros).

The course will act as a good refresher of your skills as well as extending your ability to provide highly interactive spread sheets and applications.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

22 March 2017 18 May 2017 22 June 2017

Time:

09.30 – 17.00

Fee:

£519 + VAT

CPD Units: 8

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« featured event

Financial Modelling This two day course will train delegates in the skills of robust model building. Delegates will progressively build an integrated balance sheet, profit and loss, and cash flow forecasting model, suitable for project finance analysis, company valuation, debt structuring and capital structure optimisation. The training will develop Excel skills to allow delegates to develop rigorous financial models and be in a position to get the most out of the peer/third party models.

Pivot Table Master Class for the Finance Function Most professionals have at least heard of pivot tables but few use them to their full potential.

This course starts from no knowledge of creating pivot tables and moves on quickly to creating elegant solutions to complex business problems involving multiple layers of analysis, calculated fields, pivot charts, slicers and improved formatting of the results.

Speaker:

Bob Hawken FCA

Location:

London

10–11 October 2017 12–13 December 2017

Dates:

16 March 2017 19 May 2017 03 July 2017

Time:

09.30 – 17.00

Time:

09.30 – 17.00

Fee:

£1038

Fee:

£519 + VAT

Speaker:

Mark Woolhouse BA Hons (Oxon)

Location:

London

Dates:

CPD Units: 16

CPD Units: 8

Intermediate Excel

Spreadsheet Skills for the Finance Function

You’ve used Excel already, but want to become more skilful. This course takes you to the next level of understanding and proficiency and ensures you are ready for the Advanced Courses. It covers timesaving shortcuts, customising Excel, an introduction to more complicated formulae (including Function Wizard), custom formats and styles and efficient spreadsheet layout.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

25 April 2017 05 July 2017

Time:

09.30 – 17.00

Fee:

£325 + VAT

CPD Units: 8

There is little doubt that, despite the best efforts of many leading accountants, financial statements continue to challenge the reader and analyst to actually understand what is going on, how it happened and what the consequences are. We will consider these more complex aspects of financial reporting and also some ‘old chestnuts’, thus allowing you to identify and calculate appropriate measures for benchmarking and further analysis.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

23 March 2017 15 May 2017 19 June 2017

Time:

09.30 – 17.00

Fee:

£519 + VAT

CPD Units: 8

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B U S I N E S S R E P O R T I N G A N D E VA L UAT I O N T O O L S

Finance Function Guide to Creating Engaging PowerPoint Presentations A key skill that many should have is to present information in a coherent and engaging way to others. PowerPoint is the tool that most will use but many use it in a less than ideal way. This course helps you to see clearly how to present with PowerPoint, as well as integrating Exceldriven and other graphics.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

17 March 2017 04 July 2017

Time:

09.30 – 17.00

Fee:

£519 + VAT

CPD Units: 8

Finance Function Guide to Creating Impressive and Meaningful Charts in Excel Excel is an extremely powerful charting tool and this function has been improved significantly in recent versions. Most accountants are able to produce simple charts so this course extends your ability to produce charts which really tell the story they need to. Some understanding of Excel will be assumed.

Speaker:

Bob Hawken FCA

Location:

London

Dates:

15 March 2017 23 June 2017

Time:

09.30 – 17.00

Fee:

£519 + VAT

CPD Units: 8

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Law

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A Practical Guide to Anti-Money Laundering and Bribery This practical guide to anti-money laundering and bribery will equip professional service organisations with the essential tools for combating money laundering and bribery.

Speaker:

Joanna Morris

Dates and Locations:

21 March 2017, Manchester 05 April 2017, London 23 May 2017, Bristol 21 June 2017, Edinburgh

Time:

09:30 – 17.15

Fee:

£480 + VAT

Freelance Trainer and Consultant

Company Directors and the Law Tailored towards directors and their advisors, this is a practical course which will consider the new provisions affecting directors pursuant to the Companies Act. Speaker:

Stephen Broomhall, ACIArb

Solicitor and Chartered Arbitrator, Broomhall and Co

Location:

London

Date:

24 March 2017

Time:

14.00 – 17.15

Fee:

£240 + VAT

CPD Units: 3

CPD Units: 8

Cloud Accounting – The Dos and Don’ts This course explains what cloud accounting is, practical ways it can help to reduce your costs and how to use cloud-based solutions to offer new services to your clients.

Speaker:

Alice Davidchack ACMA CGMA

Chartered Management Accountant and Managing Director, Business Engine Room Ltd

Dates and Locations:

28 March 2017, Bristol 7 April 2017, London 12 May 2017, Birmingham 19 May 2017, Manchester

Time:

14.00 – 17.15

Fee:

£240 + VAT

CPD Units: 3

Employment Law for Business – Best Practice and Managing the Tricky Issues This workshop is aimed at businesses wanting to understand the key areas of employment law governing the management of their people and to reduce the risk of tribunal claims.

Speakers:

Kate Shepherd

Owner, Kate Shepherd Associates

Associate, Kate Shepherd Associates

Peter Etherington

Dates and Locations:

28 March 2017, Birmingham 04 April 2017, London 29 June 2017, Manchester

Time:

09.30 – 17.15

Fee:

£480 + VAT

CPD Units: 8

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The New General Data Protection Regulation – A Guide to Compliance for DPOs and COLPs This course will look at the Data Protection Act, the General Data Protection Regulations and the effects of Brexit while highlighting what needs to be done in terms of compliance.

Speaker:

Joanna Morris

Dates and Locations:

15 March 2017, London 16 March 2017, Bristol 26 April 2017, Manchester 11 May 2017, Leeds 24 May 2017, Cardiff 15 June 2017, Birmingham 22 June 2017, Newcastle 05 July 2017, Nottingham

Time:

09.30 – 17.15

Fee:

£480 + VAT

Freelance Trainer and Consultant

CPD Units: 8

Payroll Processing – An Advanced Guide With the continuing imposition of legislative demands on employers, the risk of noncompliance becomes greater. This course is an advanced guide to payroll processing for those overseeing payroll or compliance.

Speaker:

Kate Upcraft

Dates and Locations:

23 May 2017, Birmingham 19 July 2017, Bristol 21 July 2017, Manchester 27 July 2017, Leeds 06 September 2017, Bristol 03 October 2017, London

Time:

09.30 – 17.15

Fee:

£480 + VAT

Consultant, ISIS Support Services Ltd

CPD Units: 8

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Social Media – A Guide to the Key Employment Law Issues This half day course will address all the key employment law issues connected to the continuing growth of social media platforms such as Twitter and LinkedIn. Speaker:

Michael Duggan QC

Employment and Commercial Silk, Littleton Chambers

Dates and Locations:

6 March 2017, London 04 May 2017, Manchester 15 May 2017, Birmingham

Time:

14.00 – 17.15

Fee:

£240 + VAT

CPD Units: 3

Corporate Accountants’ Updating Programme 2017 FINANCIAL REPORTING

TAXATION

Comprehensive Financial Reporting Update 2017 Part 1 – UK GAAP

Employment and Personal Taxes Update

31 May (09.30 – 13.00), London

30 May (09.30 – 13.00), London

08 November (09.30 – 13.00), Manchester

09 November (09.30 – 13.00), Manchester

23 November (09.30 – 13.00), London

24 November (09.30 – 13.00), London

Comprehensive Financial Reporting Update 2017 Part 2 – IFRS

Business and Corporate Taxes Update

31 May (14.00 – 17.30), London 08 November (14.00 – 17.30), Manchester

30 May (14.00 – 17.30), London 09 November (14.00 – 17.30), Manchester 24 November (14.00 – 17.30), London

23 November (14.00 – 17.30), London

Book all four seminars and save over £150 Fees £210 for each individual seminar Book all four seminars and pay just £171 For further details please contact professionalcourses@accaglobal.com

“I would welcome the Corporate Accountants’ Updating Programme in 2017, as it provides such relevant coverage of subject areas relevant to my career.”

– Alan Wright, FCCA Company Accountant Perthshire Caravan Company

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Strategy, Governance and Risk Management

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S T R AT E G Y, G O V E R N A N C E A N D R I S K M A N A G E M E N T

Deliver Enhanced Company Results

Essential Corporate Governance

Constant competitive and shareholder pressure demands response. Whether continuously or by transformation, managers must re-think their business model and innovate. Through knowledge of business and financial analysis you can develop new strategies for real performance improvement.

This course provides delegates with an understanding of key governance debates and principles and offers practical advice on compliance and best practice. It explores the key governance frameworks and regulation, including in-depth coverage of the UK Corporate Governance Code, board structures, roles and committees, reporting and disclosure, corporate social responsibility and risk.

Speaker:

David Smith BSc FCA

Location:

London 28 November 2017

Speaker:

Julia Casson FCIS

Date: Time:

09.30 – 17.00

Location:

London

Fee:

£519

Dates:

11 April 2017 13 June 2017 19 September 2017 14 November 2017

Time:

09.30 – 16.45

Fee:

ACCA and ICSA members: £495+VAT Non-members: £645+VAT

CPD Units: 8

Director, Board Insight Limited

CPD Units: 8

Directors and their Duties This course covers the core duties and responsibilities of company directors. It puts the role in the context of the current legal and regulatory environment, including The Companies Act 2006. Coverage includes the key duties of directors, power and authority and good boardroom practice.

Speaker:

Lorraine Young BSc FCIS

Location:

London

Dates:

12 July 2017 19 October 2017

Time:

09:00-16.15

Fee:

ACCA and ICSA members: £495+VAT Non-members: £645+VAT

CPD Units: 8

The course was “ well structured

and easy to follow. Discussion of ideas and experiences made it interesting. ”

– Neena Vadgama FCCA

Accountant, St Raphael’s Hospice (Radically Improve your Business Decisions) book online at https://events.accaglobal.com / 17

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Leadership Skills for Company Secretaries

The Role of The Company Secretary – Part I

This course is designed to explore what leadership means to company secretaries, to help them recognise their preferred leadership styles and strengths and to equip them with the skills they need in leading their colleagues in the boardroom, in the secretariat and beyond.

This one-day course offers an introduction to the core duties of the company secretary and is ideal for anyone new to the role or who would like a refresher on the main duties. It explains the events that give rise to a need for some sort of company secretarial action, and provides company secretaries with the basic tools to ensure that their organisations remain compliant.

Speaker:

Anna Bateson

Location:

London

Dates:

25 July 2017 21 November 2017

Speaker:

Andrew Hamer ACIS

Time:

08:45 – 17.00

Location:

London

Fee:

ACCA and ICSA members: £495+VAT Non-members: £645+VAT

Dates:

25 January 2017 22 February 2017 30 March 2017 26 April 2017 24 May 2017 21 June 2017 19 July 2017 27 September 2017 11 October 2017 08 November 2017 07 December 2017

Time:

09.00 – 17.00

Fee:

ACCA and ICSA members: £495+VAT

Non-members: £645+VAT

CPD Units: 8

Radically Improve your Business Decisions Managers frequently struggle with important decisions. Many business decisions we take contain unintended but unconscious bias and in hindsight, can often appear wrong.

Using careful analysis and a more systematic approach, we can confidently transform our decision-making.

Speaker:

David Smith BSc FCA

Location:

London

Dates:

11 October 2017 01 December 2017

Time:

09:30 – 17.00

Fee:

£519

CPD Units: 8

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Partner, The Mentor Partnership

CPD Units: 8

S T R AT E G Y, G O V E R N A N C E A N D R I S K M A N A G E M E N T

The Role of The Company Secretary – Part II

What makes a Valued Business Partner?

This course looks in more detail at some of the more advanced company secretarial issues associated with shares, share capital, financing and group structures. As such, it will be of most relevance to company secretaries who work for commercial companies rather than those from the not-for-profit sector.

Being a business partner is much more than words. It requires a rethink in how we conduct F&A processes that touch upon management – from planning and budgeting to reporting and performance management.

Speaker:

John McKenzie MBA

Speaker:

Andrew Hamer ACIS

Partner, The Mentor Partnership

Dates and Locations:

03 November 2017, Cardiff 19 December 2017, London

Location:

London

Time:

09.30 – 17.00

Dates:

23 February 2017 27 April 2017 22 June 2017 28 September 2017 09 November 2017

Fee:

£519

Time:

09.00 – 17.00

Fee:

ACCA and ICSA members: £495+VAT Non-members: £645+VAT

CPD Units: 8

CPD Units: 8

Strategic Management Issues for Today’s Accountant In world class organisations, the F&A function is extending its reach into more forward thinking and challenging roles, shaping strategic thought, becoming more proactive and leading organisational change from the front.

Speaker:

John McKenzie MBA

Location:

London

Dates:

24 October 2017 04 December 2017

Time:

09.30 – 17.00

Fee:

£519

CPD Units: 8

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Taxation

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TA X AT I O N

Business and Corporate Taxes Update

Employment and Personal Taxes Update

This very practical course will review all the latest business and corporation taxes changes and developments, together with changes to the legislation, and the impact of recent case law. Case studies will illustrate the changes and provide practical planning tips.

This course will review all the recent changes to both employment taxes and personal taxes, and National Insurance. The benefits in kind review will be illustrated by practical case studies.

•

•

This seminar forms part of the Corporate Accountants’ Updating Programme. Please see page 23 for further details

Speakers:

Russell Cockburn Bsc (Hons) FFTA Tim Palmer CTA AAT

Dates and Locations:

30 May 2017, London 09 November 2017, Manchester 24 November 2017, London

Time:

14:00 – 17:30

Fee:

£210

This seminar forms part of the Corporate Accountants’ Updating Programme. Please see page 23 for further details

Speakers:

Russell Cockburn Bsc (Hons) FFTA Tim Palmer CTA AAT

Dates and Locations:

30 May 2017, London 09 November 2017, Manchester 24 November 2017, London

Time:

09:30 – 13:00

Fee:

£210

CPD Units: 4

CPD Units: 4

This session highlights the common misconceptions surrounding cross border purchasing and selling of goods and services and the correct VAT accounting for these. It also addresses planning opportunities to maximise VAT savings from cross border trade.

« featured event

Cross-Border Transactions – VAT Pitfalls and Opportunities

VAT on Land and Property The course will give delegates a practical understanding of all the VAT issues that arise in connection with commercial and residential property transactions.

Speaker:

Dean Wootten FCA CTA

Location:

London

Speaker:

Malcolm Greenbaum ACA CTA

Date:

19 October 2017

Location

London

Time:

09.30 – 13.00

Date:

03 November 2017

Fee:

£289

Time:

09:30 – 13:00

CPD Units: 4

Fee:

£289

CPD Units: 4

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C P D E V E N T S 2 0 17 / C O R P O R AT E A N D F I N A N C I A L S E R V I C E S

VAT – What You Need To Know This is a very intensive and practical course designed for everyone who needs an in-depth refresher. It will look at how to avoid the most common VAT problems and pitfalls. At the end of the course the delegate will be able to make informed decisions about charging and reclaiming VAT correctly thus avoiding penalties.

Speaker:

Gwen Ryder

Location:

London

Dates:

06 November 2017

Time:

09:30 – 17.00

Fee:

£519

CPD Units: 8

“ Clear and

concise with things explained and all questions answered. Made a “dry” topic interesting. ”

– Sanjay Bhasin, FCCA Group Finance Director, Fusion Residential (VAT on Land and Property)

22 / book online at https://events.accaglobal.com

Updates for Accountants 2017 Spring Update 23–25 March 2017 The Belfry, Birmingham Fee: £1,689

Autumn Update 26–28 October 2017

The Midland Hotel, Manchester Fee: £1,689 Early booking discount: Save £100 and pay £1,589 when you book before 26 September 2017

“Excellent coverage of topics which are relevant to working practises. A great way to achieve verifiable CPD and a well run conference from start to finish by ACCA and the Hotel”

“An excellent platform to contribute towards annual CPD units and a great opportunity to meet up with fellow professionals for networking purposes”

– Leanne Ash FCCA

– Eric Carroll FCCA

Financial Controller CDM Recruitment Ltd

Financial Controller, Greentech (Sportsturf) Ltd

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C P D E V E N T S 2 0 17

/ CC PO D REPVOE RNATTSE2 A 0 1N7D / F ICNOARNPCOI R AA L TSEE A RN V IDC E F ISN A N C I A L S E R V I C E S

Treasury and Finance

HOW TO BOOK: professionalcourses@accaglobal.com https://events.accaglobal.com

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TREASURY AND FINANCE

The A-Z of Corporate Treasury Everything you need to know in five days. An in-depth introduction to corporate treasury in international markets. Suitable for those who are new to treasury, or work with or alongside treasury and need a thorough understanding of the function.

Speakers:

Raj Gandhi, FCT Stephen Pigney

Location:

London

Dates:

22–26 May 2017 13–17 November 2017

Time:

08.45 – 17.30

Fee:

ACCA and ACT members: £3750+VAT Non-Members: £4250+VAT

CPD Units: 40

Foreign Exchange and Currency Risk Management Brexit has highlighted the risks and costs associated with Foreign Exchange exposures.

The FX markets are complex volatile and risky, and most companies have an increasing exposure to currency risk as they have greater exposure to International Markets. This course looks at the FX markets, and how to manage currency risk, from a professional, practical perspective.

Speaker:

Derek Taylor ACIB ACI MSTA

Location:

London

Dates:

22 June 2017 07 December 2017

Time:

09.30 – 17.00

Fee:

£519

CPD Units: 8

« featured event

Advanced Budgeting, Planning and Forecasting

The Mechanics of Corporate Funding

With an ever more challenging business environment, traditional budgetary and forecasting processes are less than ideal in operation. This course examines the causes and considers alternative techniques and processes more fit for purpose.

A two-day overview of why firms borrow, the broad sources of debt funding and the range of borrowing instruments available. Suitable for a range of financial professionals, from CFO’s to accountants, or bankers wanted to understand the corporate approach to borrowing.

Speaker:

Charles Gubbins BSc CA

Speaker:

Will Spinney FCT

Location:

London

Location:

London

Dates:

06 July 2017 16 October 2017

Date:

11–12 October 2017

Time:

09:00 – 17.00

Time:

09.30 – 17.00

Fee:

Fee:

£519

ACCA and ACT members: £1500+VAT Non-Members: £1700+VAT

CPD Units: 8

CPD Units: 16

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C P D E V E N T S 2 0 17 / C O R P O R AT E A N D F I N A N C I A L S E R V I C E S

Practical Cash Management

Working Capital Optimisation

This course will look at the basics of cash and liquidity management including the company policy, essentials of forecasting, value dating, calculating interest costs, and payment systems.

We will also cover the key interest benchmarks such as LIBOR and base rate. Sweeping, pooling and netting will be discussed.

Investing surpluses will be covered and we look at a range of alternatives as well as their associated risks. Delegates will develop a clear understanding of how and why a Corporate Treasury exists, and why the formulation and application of a Treasury Policy is essential.

Managing your working capital for better cash flow through sustained working capital improvements. Suitable for corporate treasurers, accountants, purchasing credit specialists or finance professionals involved in all areas of managing and reporting working capital for small or large companies.

Speaker:

Brian Shanahan

Director at Informita

Location:

London

Dates:

22 March 2017 19 September 2017

Speaker:

Derek Taylor ACIB ACI MSTA

Time:

09.00 – 17.00

Location:

London

Fee:

Dates:

01 November 2017

ACCA and ACT members: £750+VAT Non-Members: £850+VAT

Time:

09:30 – 17.00

CPD Units: 8

Fee:

£519

CPD Units: 8

Treasury in a Day An introduction to corporate treasury and the role of the treasurer, in just one day. Suitable for those who are new to treasury, work with treasury, or alongside treasury and need an overview of the function.

Speakers:

Raj Gandhi FCT

Director at Gandhi Global Ventures Limited

Carl Sharman FCA FCT

Senior Director, Deloitte

Location:

London

Dates:

21 March 2017 13 June 2017

Time:

09.00 – 17.00

Fee:

ACCA and ACT members: £750+VAT Non-Members: £850+VAT

CPD Units: 8

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TERMS AND CONDITIONS

Professional Courses’ terms and conditions are set out in full below. Please read these Terms and Conditions carefully before purchasing a course and print off a copy for your records. By ordering a Professional Courses’ event, you are confirming your agreement to be bound by these Terms and Conditions.

BOOKINGS 1. How to Book 1.1. You can book: 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.

2.1.

2.2.

2.3.

2.4.

Payment Terms Payments are accepted by cheque, BACS and the following credit cards; Mastercard, Visa, Amex and Visa Debit. Cheques for ACCA UK events should be made payable to CAET. When booking Professional Courses corporate events by post, fax or email an invoice may be issued and must be settled within 14 days or in advance of attendance at the event, whichever is sooner.

Payment must be settled in advance of attendance at any of our events; bookings made less than 14 days before an event must be accompanied by a cheque or credit/debit card payment.

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.

CANCELLATIONS 4. Your Right to Cancel 4.1. You have a right to cancel your purchase of the course

within a period of 14 calendar days (“Cancellation

Period”) from the date on which ACCA confirms your

booking on the course, subject to Clauses 4.4.

4.2. You must inform ACCA of your decision to cancel

by using one of the following methods within the

Cancellation Period: 4.2.1. By email to: Professionalcourses@accaglobal.com 4.2.2. By post to: Professional Courses, ACCA UK,

The Adelphi, 1–11 John Adam Street, London

WC2N 6AU 4.3. On cancellation you will be entitled to a full refund of

the fees.

4.4. Refunds will be made using the same method of

payment as you used for the purchase and will be paid

within 14 days of you informing ACCA of the

cancellation. Your right to cancel and obtain any

refund will be lost if you have given ACCA express

consent to supply any services during the 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 will be

given for cancellations of bookings made less than ten

(10) working days before the date of the event and

payment in full will still be due.

4.6. Cancellations made pursuant to clause 4.5 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 reschedule

events without prior notice and to amend or alter

published programmes, fees, venues and lecturers.

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TERMS AND CONDITIONS

CHANGES TO YOUR BOOKING 5. Substitute Delegates 5.1. ACCA will accept substitute delegates without

administration charges at any time subject to

receipt of substitute delegate details and, where

applicable, immediate payment of any additional

fees due.

5.2. Notification of substitute delegates must be

made in writing.

6. Transfers 6.1. Bookings for Professional Courses events can be

transferred to another event in the current schedule

(to December 2017) providing subsequent events are

not already fully booked.

6.2. 10% of the event fee will be charged on each

event transferred.

6.3. No transfers will be accepted for requests made less

than ten (10) working days before the date of the event.

6.4. Notification of transfers must be made in writing at

least ten (10) working days before the start of the

event, irrespective of the method of booking.

11. Dress Code 11.1. There is no dress code; however, most delegates

choose to wear smart casual clothing.

12. Certificates 12.1. Certificates will be issued for attendance at all events.

These are for your own CPD records.

13. Accommodation 13.1. Events are usually non–residential, unless

otherwise stated.

13.2. Delegates requiring accommodation should,

therefore, make their own arrangements.

14. Special Requirements and Dietary Needs 14.1. When booking online, delegates should complete

the section on special requirements at the time of

booking e.g. dietary, wheelchair access, etc.

14.2. When booking by any other method delegates are

asked to notify Professional Courses at ACCA of any

special requirements, in writing, at the time of

booking a course or at least ten (10) working days

before the start of the event. We will endeavour to

accommodate your requests; however, please note

this may not always be possible.

JOINING INSTRUCTIONS

AFTER THE EVENT

7.

15.

15.1.

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 the event, please call the Professional Courses team on 020 7059 5910. ACCA will not be held responsible for non-receipt of joining instructions and refunds will not be issued under such circumstances.

ATTENDING THE EVENT 8. Programme Changes 8.1. It may be necessary for reasons beyond ACCA’s

control to change the content and timing of the

programme, the speakers, the date or the venue at

any time prior to the event date.

9.

Course Papers/Delegate Pack 9.1. In most circumstances, course papers will be issued

on the day of the event. This documentation is made

available only to those attending the event and should

not be reproduced.

9.2. Course papers and delegate packs are provided

for the sole use of the delegate and may not be

reproduced whether in whole or part, shared or

distributed by any method whatsoever without prior

permission of the copyright owner.

10. Travel 10.1. ACCA accepts no liability if a delegate is unable to

attend an event due to adverse weather conditions

or any travel disruption. Refunds are subject to

ACCA’s discretion.

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.

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Delegate Feedback 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.

GENERAL 16.

16.1.

16.2.

17.

17.1.

17.2.

Data Protection ACCA processes all personal information in accordance with the Data Protection Act 1998.

By completing the booking form you are consenting to your data being stored and processed for the provision of services and administration associated with the event including your name, title and email address. ACCA may periodically send you promotional emails about upcoming events or other information which we think you may find interesting using the email address you have provided.

Limitation of Liability ACCA will not be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from attending events unless it is directly due to negligence on its part.

The copyright of all training material rests with the trainer or speaker, and ACCA may not be held responsible for any infringements as a result of plagiarism, libel, slander or any misuse of any material.

TERMS AND CONDITIONS

FOR COURSES RUN BY PARTNER ORGANISATIONS • • • •

ACT FinancePD ICSA Training MBL Seminars.

18.

18.1 18.2

How to book e-mail: professionalcourses@accaglobal.com We will then contact our partner organisation to check whether the requested place is available and if a place is available, we will forward you a booking form for completion.

You will be asked to return the booking form to Professional Courses and we will then forward the booking form to the appropriate partner organisation for processing.

19.

Confirmation and joining instructions Confirmation of your booking and joining instructions will be sent to you directly from the appropriate partner organisation.

20.

20.1

20.2

Fee Guidance Please note, courses run by the ACT, FinancePD, ICSA Training and MBL Seminars are subject to VAT at 20%. Fees include all course material, tea, coffee and lunch as appropriate.

Please refer to individual courses for discount details where applicable.

21.

Transfers and Cancellations For full details regarding cancellations and transfers, please visit the relevant website addresses given below:

ACT www.treasurers.org FinancePD www.FinancePD.com

ICSA Training www.icsatraining.co.uk

MBL Seminars www.mblseminars.com

book online at https://events.accaglobal.com For partner events, please email professionalcourses@accaglobal.com to make a booking enquiry

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Leadership and Professional Development ACCA and Kaplan Leadership and Professional Development work in partnership to deliver in-company training. By combining unique skills and creative expertise we can deliver tailored training that meets all of your requirements.

We offer a range of programmes, workshops, masterclasses, and diagnostic tools that provide a uniquely holistic, personally challenging, and professionally relevant learning experience. Whether face-to-face or online, technical or behavioural, we have the tools to adapt our service to all levels and organisations of all sizes.

Our approach always focusses on your business and your business challenges.

One size does not fit all and so we advocate collaborative customisation of all our programmes to ensure commercially relevant and measurable deliverables – turning your training cost into a development investment.

30 / book online at https://events.accaglobal.com

Kaplan Business Challenge Are your employees up for the challenge?

If you want them to walk in the shoes of management, and experience the day-to-day challenges and decision-making powers at all levels, then the Kaplan Business Challenge is the ideal solution.

With this well-crafted and detailed simulation exercise, employees will gain a hands-on understanding of how a business runs, and come to appreciate the direct financial consequences of their decisions.

Executed in a highly interactive and challenging environment, it will firmly test the technical competence and behavioural confidence of every participant, measure learning outcomes, and hold participants accountable. The KBC focusses on developing commercial decision making in a complex and fast moving business environment.

Kaplan/ACCA First Time Managers Programme Strong managers set the tone, behaviour, and confidence within an organisation. Good decision-making is the strength of leadership, built on the foundation of both technical competence and behavioural confidence.

Achieving the status of manager is attained over time – it’s a journey comprised of ongoing self-development, expanding skill sets, and mentoring a team with a common goal.

The First Time Manager Programme will ensure your managers have the knowledge, skills, and support they need to hit the ground running.

Kaplan/ACCA Business Partnering Programme “A Finance Business Partner is a professional who works alongside other business areas, supporting and advising their strategic and operational, decision-making through insights that drive better business performance” But what does this mean in reality and do your people get it and do they practice it?

Our programme framework focusses on both the technical and behavioural aspects that drive successful business partnering: • • • • • • •

improving impact and influence with internal and external customers building trust with others understanding exceptional strategic decision making and intelligent risk taking adopting an engaging communication style and telling the financial story better managing great stakeholder relationships and delivering great customer service supporting and developing non-financial individuals, teams and business units developing individual and collective commercial acumen

Our programme is experiential and challenging. The programme can be blended and multi modular using appropriate learning tools and methodologies from face to face to virtual classrooms for remote teams. We can work with you to ensure that learning practical outcomes are embedded and transferred back into the workplace. We also can support the participants with intra modular coaching.

Kaplan/ACCA Financial Digital Diagnostics Whether you want to identify risk, appraise capabilities or evaluate a programme, the Kaplan/ACCA Diagnostics range helps to optimise L&D spend, empowering you to focus on those who need it the most, in the development areas they need.

From self-assessment tests to confidencebased learning questionnaires, our digital assessment environment measures and reports on what is important to your organisation.

With real-time insights on risk areas, hidden talent and learning trends, Kaplan Diagnostics will enable to you to efficiently identify the champions of your organisation and barriers to its success.

Contact details: ACCA UK employerrelationsadvisers@accaglobal.com Kaplan Leadership and Professional Development gillian.gibson@kaplan.co.uk Tel: 07887 413521

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ACCA UK The Adelphi, 1–11 John Adam Street, London WC2N 6AU tel: 020 7059 5910 professionalcourses@accaglobal.com members.accaglobal.com