Acca Course Directory 2009

PROFESSIONAL COURSES

directory of courses 2009 corporate and financial services sectors

in-depth courses • residential updateS • modular programmes • in-company training •

DIRECTORY OF COURSES

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Welcome

to the Directory of Courses 2009

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This directory details all the courses offered by ACCA UK Professional Courses in the corporate and financial services sectors, including in-depth courses, personal development training and residential updates.

introduction

MULTIPLE BOO KING DISCOUNT • Book more th SCHEME* an one in-depth course and save least 10% of the course pric at e. • Book two in -depth courses and pay just £ one-day cour 420 per se – saving £6 0 per course. • Book three or more in-depth courses and pa £390 per on y just e-day course – saving £90 pe r course. • Please note that half-day in -depth courses eligible for an are not y discounts. Ef fective Internal and The New Auditing Internal Audit Standards and Practice are Best two-day course s that have alre discounted an ady been d are classified here as one in course each -depth . • In addition, discounts are av ailable for unem members an ployed d for members working for ch ar iti es.* Please contac t the Professio na l Courses team 020 7059 591 on 0 for further in formation

We know 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.

quality training 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. 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 directory, on the Professional Courses area of our website. Please visit http:// www.uk.accaglobal.com/uk/members/ professional_courses/.

CPD UNITS All courses count as verifiable CPD provided the content is relevant to your development needs. The number of CPD units stated by each course description is the maximum that can be claimed for that course. EARLY BOOKING DISCOUNT SCHEME Enjoy great value savings with our early booking discount for our Spring Update for Accountants. Book a place before 5 March 2009 and pay £1300 – saving £80.

DIRECTORY OF COURSES

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Please note that these discounts do not apply to events organised by the ACT, CIMA Mastercourses, ICSA Training, IIA, PASS Training or SII – see individual courses for discount details where applicable.

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CONTEN 01 IN-DEPTH COURSES

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Accounting and financial reporting

Accounting by Private Companies (SMEs) Accounting in Germany and France Accounting in the US NEW Advanced Analysis of Financial Statements Analysis of Financial Statements Group Accounting under UK GAAP NEW IFRS – The Basics NEW IFRS – The More Complex Issues International Differences in Accounting UK/IFRS/US Comparisons What’s New in UK Financial Reporting Writing the Annual Report

10 10 11 11 12 12 13 13 14 14 15

Auditing

Advanced Information Systems Auditing Auditing Projects and Project Risk Effective Internal Auditing Introduction to Information Systems Auditing NEW The New Internal Audit Standards and Best Practice

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Business

The Accountant as Strategic Adviser and Influencer Building a Business for Sale Business Alignment Business Performance Turnaround Business Process Improvement Effective Business Planning Expenditure Reduction Spreadsheet Skills for Forecasting, Planning and Budgeting The Strategic Management Accountant

20 20 21 21 22 22 23 23 24

Business Culture

Building Internal Reputation Ethical Leadership – Lead, Follow or Get Out of the Way Financial and Business Ethics Naming Elephants – Uncovering the Real Issues People and Systems Personal Power and Positive Political Influence NEW Reputation – an Asset or a Liability?

25 25 26 26 27 27 28

Company Secretary

Company Secretarial Practice for Plcs The Role of the Company Secretary

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NTS Corporate Governance and Risk Management

Directors and their Duties Effective Boards and Effective Board Committees New and Emerging Challenges in Corporate Governance Risk at Work – Data Loss Prevention Risk Management and Internal Control

30 30 31 31 32

Finance

21st Century Management Accounting Advanced Budgeting, Planning and Control Applied Risk Management The Balanced Scorecard The Essential Guide to Treasury Security and Controls The Evolving Finance Function Faster Financial Closing The Finance Director’s Survival Guide Finance, the Driving Force in Customer Relationship Management Financial Modelling Fundamentals of Project Finance Fundamentals of Risk Management International Corporate Treasury Management Introduction to Derivatives Introduction to the Equity Markets NEW Introduction to Islamic Finance Investment and Project Appraisal The Nuts and Bolts of Cash Management Powering Profitable Growth A Practical Approach to Private Company Acquisition Raising Capital in the Financial Markets Techniques in Valuing a Private Company NEW Understanding Debt Finance Unified Performance Measurement

33 33 34 34 35 36 36 37 37 38 38 39 39 40 40 41 42 42 43 44 44 45 45 46

Law and Regulation

Anti-Money Laundering – The Essentials Business Law Update Commercial and Consumer Contracts Company Law Update Employment Law Update NEW Essential Steps for Effective Whistle-Blowing Processes NEW Fraud Update – Investigating Allegations and Crime







47 47 48 48 49 49 50 „„„

DIRECTORY OF COURSES

CONTENTS

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CONTENTS „„„



How to Prevent and Detect Fraud – An Essential Protection Programme for the Global Downturn NEW Managers and the Law Sarbanes-Oxley NEW Understanding Regulation and Compliance

50 51 51 52

Taxation

NEW Capital Allowances NEW Construction Industry Scheme Corporation Tax Update Designing Tax-Efficient Remuneration Packages International Tax Planning P11D PAYE and Employer Compliance Visits Property Tax Reliefs VAT and Cross-Border Transactions – Are You Getting the VAT Right? VAT – The Essentials VAT – Introduction to Land and Property

53 53 54 54 55 55 56 56 57 57 58

IN-COMPANY TRAINING SERVICE

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02 Corporate Accountants’ Updating Programme

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Financial Reporting

Financial Reporting – Update and Refresher Part One Financial Reporting – Update and Refresher Part Two

Management Accounting Value Management – Fact or Fantasy? Staying Competitive in an Uncertain Environment Taxation



Employee Tax Update Business and Corporate Taxes Update

03 Corporate Accountants’ CPD Conferences

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63 63 64 64 65 65

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Conference A

Topical Tax Issues IFRS for Listed and Private Entities Strategic Influencing

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Conference B

The Companies Act 2006 – Final Implementation Using Risk Management to Enhance Your Business Perceptive People Managers

70 70 70

Conference C

Corporation Tax Update Gaining Strategic Business Insights Shaping up for Success

71 71 71

04 Residential Updates for AccountantS

Spring and Autumn Updates









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FINANCIAL AWARENESS FOR NON-FINANCIAL MANAGERS

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05 Management and Personal Development Training

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Essential Development Skills Essential Business Skills

Successful Networking Effective Communication Personal Effectiveness Managing Upwards Persuading and Influencing Rewarding Negotiations

79 79 80 80 81 81

Effective Report Writing Powerful Presentations Managing and Participating in Meetings Improving Your Project Management Working Effectively in Teams Problem Solving

82 82 83 83 84 84

Essential Management Skills

The Exceptional Delegator Motivating Individuals and Teams Delivering Team Potential Managing for Peak Performance Delivering and Managing Change Conflict Management

85 85 86 86 87 87

Additional courses

Exceptional Presentation Skills for the Finance Function Speeding Through Your Paperwork NEW Understanding and Managing People Risk

88 88 89

06 IT Training Courses

Introduction to Access Intermediate Access and Advanced Access Intermediate Excel Advanced Excel Excel: Data Analysis Sage 50 for Accountants Advanced Powerpoint Microsoft Project – Creating a Project

07 The Small Print

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ACCA Realise / CPD Tools

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Events Calendar

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Terms and Conditions

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Booking Form

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CONTENTS

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Our programme of In-Depth courses offers thorough training in a variety of technical subjects. This range of two day, one day and half day courses will ensure you keep up-to-date with the latest developments in these areas

PROFESSIONAL COURSES

IN-DEPTH COURSES 10

accounting and financial reporting

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auditing

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business

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business culture

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company secretary

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corporate governance and risk management

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finance

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law and regulation

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taxation DIRECTORY OF COURSES

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Accounting and financial reporting

IN-DEPTH COURSES

01 Dates and location 13 May (09.15 – 17.00), London 16 September (09.15 – 17.00), London Lecturer Christopher Nobes BA PhD FCCA Professor of Accounting, Royal Holloway, University of London Fee £480 CPD UNITS 8

Accounting by private companies (smes) This course examines the IASB’s proposed standard on accounting by private companies, formerly called small and medium-sized enterprises (SMEs). This standard is expected to be available for use in 2009. What will I get out of it? • understanding of a new standard that is likely to replace UK GAAP for unlisted companies • knowledge of the key differences between the IASB’s new private company standard and UK GAAP, including the FRSSE, and between the new standard and full IFRS. Key features • entities which can apply the new standard • study of all main requirements of the standard, including presentation of financial statements and measurement of assets and liabilities • simplifications compared with IFRS • differences from UK GAAP. Who should attend? Accountants and auditors of unlisted companies.

Date and location 24 September (09.15 – 17.00), London Lecturer Christopher Nobes BA PhD FCCA Professor of Accounting, Royal Holloway, University of London Fee £480 CPD UNITS 8

ACCOUNTING IN GERMANY AND FRANCE An in-depth understanding of the major differences in accounting practices in Germany and France is fundamental for those who prepare, audit or interpret financial statements in these countries. What will I get out of it? • understanding of institutional factors that result in differences in accounting • ability to make the right decisions and gain the knowledge needed for dealing with subsidiaries in Germany and France on a day-to-day basis. Key features • the main areas of difference in financial reporting • detailed accounting examples applicable to individual companies in Germany and France • practical accounting rules in Germany and France • case studies on annual reports. Who should attend? Accounting staff or auditors concerned with subsidiaries in Germany or France.

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to book your place email [email protected] or call 020 7059 5910

ACCOUNTING IN THE US This course examines US GAAP by comparing it with UK and International Financial Reporting Standards. What will I get out of it? • understanding of the differences in accounting practices between the UK, International Financial Reporting Standards and the US • insight into the causes and general nature of these differences • knowledge of the important accounting practices required by US GAAP. Key features • regulatory framework of accounting in the US • the SEC, FASB, AICPA • the main areas of accounting differences • case studies on US annual reports.

Dates and location 10 June (09.15 – 17.00), London 17 September (09.15 – 17.00), London Lecturer Christopher Nobes BA PhD FCCA Professor of Accounting, Royal Holloway, University of London Fee £480 CPD UNITS 8

Who should attend? Accounting staff or auditors of UK subsidiaries of US-based groups or UK-based groups with US subsidiaries.

NEW Advanced Analysis of Financial Statements This one-day course is designed to build on the introductory course. It focuses on more complex aspects of financial statements, allowing delegates to analyse more deeply a company’s performance and financial standing. What will I get out of it? • a comprehensive grounding in group accounting and the impact on financial performance • more detailed understanding of some of the more complex aspects of financial statements • ability to more comprehensively assess the potential financial risks facing the business • ability to calculate a number of performance metrics. Key features • group accounting including treatment of associates and joint ventures • foreign exchange effects on the performance of the business • corporation tax including deferred taxation and effective tax rates • revenue recognition on long term contracts • employee benefits including pensions and share option schemes • financial instruments including accounting for debt and equity, financial assets and liabilities, derivatives and hedging • gearing and how it can be measured, including off-balance sheet issues • calculating some advanced measures of performance including NOPAT, ROIC and SVA.

Dates and Location 8 July (09.15 – 17.00), London 7 December (09.15 – 17.00), London Lecturer David Bowman BSc ACA CFA IMC Senior Consultant, IDG Limited Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? Those looking to build their practical financial accounting knowledge, and those seeking to understand the accounts in more depth. Those analysing accounts from a lending or credit risk perspective would also benefit.

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IN-DEPTH COURSES

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Accounting and financial reporting

IN-DEPTH COURSES

01 Dates and location 11 May (09.15 – 17.00), London 6 November (09.15 – 17.00), London Lecturer David Bowman BSc ACA CFA IMC Senior Consultant, IDG Limited Fee £480 CPD UNITS 8

ANALYSIS OF FINANCIAL STATEMENTS This course will explain the format and content of the three primary financial statements. It will look at the annual report of a leading listed company and explain the financial information in easy-to-understand language. It will discuss the importance of accounting policies and their impact on the financial statements. Time will be devoted to computing and interpreting some key financial ratios. It will also focus on explaining where the key uncertainties exist in the accounts and give a general awareness of creative accounting techniques and how they may be identified. What will I get out of it ? • understanding of the form and content of a set of financial statements • ability to compute and interpret some key financial ratios • understanding of key areas of uncertainty and judgement in the financial statements • broad understanding of the areas where ‘creative accounting’ techniques may be used. Key features • accounting fundamentals and the analysis framework • analysing fixed assets including both tangible and intangible categories • understanding the working capital cycle, cash flow statement, measures of liquidity and analysis of the financing structure of the business • analysing returns to shareholders utilising both DuPont analysis and EPS calculations and ROCE/ROE. Who should attend? All accountants involved in the analysis and interpretation of financial statements.

Dates and location 6 April (09.15 – 17.00), London 11 September (09.15 – 17.00), London Lecturer Charles Gubbins BSc CA Associate, Kaplan Financial Fee £480 CPD UNITS 8

GROUP ACCOUNTING UNDER UK GAAP Recent changes in company law mean that many more groups will have to produce consolidated accounts than ever before. For periods commencing 6 April 2008, any UK group exceeding (in total) the small company limits will, subject to some exemptions, have to produce consolidated accounts in accordance with full UK GAAP. What will I get out of it? • understanding of the production of consolidated accounts, including associates and joint ventures from first principles • practical examples and discussion to help you apply knowledge gained. Key features • identification of subsidiaries, exemptions and exclusions • the fair value exercise and goodwill • consolidation methods and adjustments • disposals • complex group structures • acquisitions and mergers • associates and joint ventures • the impact of IFRS. Who should attend? Accountants in industry moving into a group or subsidiary accounting role, anyone who needs to develop (or refresh) their understanding of the principles and preparation of group accounts under UK GAAP, accountants in previously exempt medium-sized groups, and accountants in small-sized, but growing companies.

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to book your place email [email protected] or call 020 7059 5910

NEW IFRS – THE BASICS This course provides an introduction to IFRS, looking at the basic standards and the implications of applying them. It will also consider some of the main differences between IFRS and UK GAAP in relation to the standards covered. What will I get out of it? • a succinct introduction to IFRS, highlighting any differences to UK GAAP • awareness of some of the practical issues that may impact upon an entity’s financial statements • ability to share issues encountered in the adoption of IFRS.

Dates and Location 20 July (09.15 – 17.00), London 21 December (09.15 – 17.00), London Lecturer Philip Bradbury ACMA Training Consultant, ATC International Fee £480 CPD UNITS 8

Key features • recognition and measurement issues required under IFRS • practical issues in adopting IFRS and the continuing issues post-adoption • disclosure issues required by IFRS • brief consideration of where IFRS differs from UK GAAP. Who should attend? Finance directors and their staff, of entities that will be adopting IFRS in the near future. Accounting staff who are required to apply IFRS in their workplace, and accountants who are required to communicate the impact of IFRS to their board and shareholders.

NEW IFRS – THE MORE COMPLEX ISSUES This course considers in detail the implementation of some of the more complex issues, such as financial instruments, leases, employee benefits and business combinations, that accountants are required to apply when adopting IFRS. The course will briefly consider the differences between IFRS and UK GAAP in the topics covered. What will I get out of it? • an appreciation of the impact of the accounting issues surrounding these complex standards. • awareness of practical issues relating to the application of these standards • consideration of the recognition and measurement issues required • sharing of issues that have impacted on entities when applying the standards.

Dates and Location 21 July (09.15 – 17.00), London 22 December (09.15 – 17.00), London Lecturer Philip Bradbury ACMA Training Consultant, ATC International Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Key features • application issues relating to financial instruments • accounting for share-based transactions and employee benefits • accounting for business combinations, including the changes under IFRS 3 2008 • accounting for leases • accounting for deferred taxes. Who should attend? Finance directors and accountants who are required to apply IFRS. Accounting staff who will be required to adopt IFRS in the near future, and accounting staff who are required to communicate the issues relating to IFRS to their boards and shareholders.

DIRECTORY OF COURSES

IN-DEPTH COURSES

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Accounting and financial reporting

IN-DEPTH COURSES

01 DateS and location 12 June (09.15 – 17.00), London 30 October (09.15 – 17.00), London Lecturer Christopher Nobes BA PhD FCCA Professor of Accounting, University of London Fee £480 CPD UNITS 8

INTERNATIONAL DIFFERENCES IN ACCOUNTING: UK/IFRS/US COMPARISONS Many UK companies are running IFRS or US GAAP for some purposes and UK GAAP for others. Some accountants trained in UK accounting need to convert to IFRS or US accounting. Many US groups are preparing to move to IFRS. This course looks at major accounting topics, comparing IFRS requirements with UK and US rules and practices. What will I get out of it? • understanding of the key differences between IFRS and UK or US accounting • practical guidance on adjusting accounting numbers from UK to IFRS or US, or vice versa • a conversion course for those moving from UK knowledge to international practice. Key features • companies required or allowed to use IFRS • three-way international comparison on all major accounting topics • case studies on adjustments from UK or US GAAP to IFRS. Who should attend? Accounting staff or auditors of companies with international operations, or converting from UK to IFRS.

Dates and location 30 April (09.15 – 17.00), London 15 July (09.15 – 17.00), London 28 October (09.15 – 17.00), London Lecturer Guy Loveday BSc (Econ) FCA Partner, The Professional Training Partnership Fee £480 CPD UNITS 8

WHAT’S NEW IN UK FINANCIAL REPORTING? This course looks at the ‘hot topics’ in UK financial reporting, for example phased convergence with international accounting standards (IAS) has stalled and a ‘big bang’ approach is being advocated by the ASB. An international standard for small and medium-sized entities will be finalised this year, and the UK must decide whether to adopt this standard. The accounting requirements of the Companies Act 2006 will be finalised this year also. What will I get out of it? • coverage of any recently issued exposure drafts, standards, statements and UITF abstracts • understanding of the latest ASB proposals on convergence with international accounting standards. Key Features • final thoughts on revenue recognition and latest developments in cost recognition following the demise of ‘customary accounting practice’ • the international standard for smes – will it replace the FRSSE? • accounting requirements of the Companies Act 2006 • latest review panel and professional oversight board reports • latest technical guidance from professional bodies. Who Should Attend? Accountants involved in financial reporting.

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to book your place email [email protected] or call 020 7059 5910

writing the annual REPORT All limited companies (other than those designated as ‘small’) are now required to provide significantly enhanced directors’ reports, including key performance indicators, consideration of risk and an assessment of how directors have fulfilled their duties. This practical session will help you produce reports of the required standard. What will I get out of it? • explanation and discussion of the implementation of the new requirements; the underlining of expectation in Companies Act 2006 • identification of roles, responsibilities and accountabilities • consideration of alternative approaches to writing the report and focusing the intent.

Date and location 7 December (09.15 – 17.00), London Lecturer Mark Wearden FCCA FCIS Managing Director, MBS Ltd Fee £480 CPD UNITS 8

Key features • what is perceived good practice? • why does it matter? • responsibility, accountability, ownership, writing and editing • developing a value-adding process of completion • identifying and narrating the story • where do we start? • empathetic reporting; ensuring the report is focused • the three-fold requirement – constitution, directors’ duties, business review. Who should attend? Chief executives, executive directors, non-executive directors, accountants, company secretaries. People who have responsibility for or involvement in the compilation and writing of the annual report and business review of any incorporated organisation.

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

DIRECTORY OF COURSES

IN-DEPTH COURSES

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IN-DEPTH COURSES auditing

01 DATES AND LOCATION 13 – 15 May (09.15 – 17.00), London 11 – 13 November (09.15 – 17.00), London LECTURER This course is designed, developed and presented by MindGrove Ltd. FEES £1115 + VAT (£1310.15) IIA member: £1015 + VAT (£1192.65) This course is held by the IIA and endorsed by ACCA CPD UNITS 24

ADVANCED INFORMATION SYSTEMS AUDITING (AISA) This intellectually challenging course is underpinned by an in-depth understanding of how control processes operate within modern infrastructures, and how an auditor can approach the evaluation of these processes. WHAT WILL I GET OUT OF IT? • understanding of the process of hardening systems • ability to evaluate vulnerability, patch and fix regimes • understanding of how to deploy analytical software products and techniques to locate or evaluate system weaknesses • ability to analyse and evaluate critical preventative and directive control processes within systems • understanding of how to analyse and evaluate control trails and event logs. KEY FEATURES • hardening systems – prevention and detection measures • auditing systems security – tools and techniques for auditors • data control – preventative and directive processes • data control – detection processes. WHO SHOULD ATTEND? Those familiar with basic IT audits that need to extend their skills into more technical aspects. This course is suited for those with six months or more experience in information technology auditing.

Dates and locationS 19 – 20 February, London 30 April – 1 May, York 16 – 17 July, London 24 – 25 September, London 3 – 4 December, London Lecturer This course is designed, developed and presented by MindGrove Ltd Fees £960 + VAT (£1128.00) IIA member: £860 + VAT (£1010.50) This course is held by the IIA and endorsed by ACCA. CPD UNITS 16

AUDITING PROJECTS AND PROJECT RISK No one wants to squander money on under-functioning or over-budget projects. Increasingly, those who have risk-related roles are being asked to give assurance that project risks are being assessed, governed and minimised. This course provides an intellectually stimulating introduction to the subject of projects and project risk. What will I get out of it? • identification of critical differences between programmes and projects • evaluation of the interplay between risk, cost and time in projects • ability to plan for project and programme audits, and perform project risk reviews. Key features • terminology, players and methods • managing successful programmes and projects • first steps • planning • teams, metrics and money • hidden dependencies • documentation, change and quality • testing, acceptance and rollout • benefits and outcomes • end of project reviews. Who should attend? Anyone responsible for assessing or auditing project or programme risk to establish whether it is being properly controlled. This course uses case work to help delegates learn real-world lessons about projects and project risk.

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to book your place email [email protected] or call 020 7059 5910

EFFECTIVE INTERNAL AUDITING This programme reflects the increasing importance ACCA attaches to serving the needs of professionals working in internal auditing. It explains the nature and practice of internal auditing interpreting the Standards of the global Institute of Internal Auditors which have been significantly revised with effect from the start of 2009, and which have applied to ACCA members since 2005. Reference is also made to HM Treasury’s and CIPFA’s guidance on internal audit for central and local government. The programme also covers the essentials of internal audit management, and looks at internal audit’s remit in terms of governance processes, risk management and internal control.

Dates and location 15 – 16 June (09.15 – 17.00), London 5 – 6 November (09.15 – 17.00), London Lecturer Professor Andrew D Chambers BA FCCA CEng FCA FIIA FBCS CITP FRSA, Management Audit LLP Fee £840 CPD UNITS 16

At its conclusion delegates will be able to apply leading edge approaches within their organisations. What will I get out of it? • opportunity to catch up with new developments • opportunity to discuss issues important to you in your work • the provision of insights and approaches which will improve your professional performance • for those new to internal auditing – an effective induction so that you can ‘hit the ground running’ • for experienced internal auditors – an opportunity to take stock and recharge your batteries • the chance to network with others with similar interests. Key features • the framework of ethics, standards and guidance for internal auditing • understanding and applying the ‘consulting’ and ‘assurance’ roles of internal audit • internal audit purpose, authority, responsibility, objectives, scope and independence • the nature of internal audit work • proficiency and due professional care • managing the internal audit activity • quality assurance and improvement programmes • the option of outsourcing internal audit • measuring and benchmarking internal audit performance • the meaning of internal control and risk management • internal auditors as risk control and governance advisors and consultants • planning and performing an audit engagement, audit interviewing and testing, engagement records • audit reporting and follow-up – communicating results, monitoring progress, management’s acceptance of risks • control risk self-assessment.

Don’t forg our courses et, many of can an in-compa be run on ny basis See page 59 fo r more inform

Who should attend? Internal auditors at all levels who would like to catch up with the latest developments in internal auditing. External auditors who need an appreciation of contemporary internal auditing. Those to whom internal auditors report (finance directors, audit committee members or others) who need to understand what a modern internal audit function can offer their organisation.

DIRECTORY OF COURSES

IN-DEPTH COURSES

ation

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IN-DEPTH COURSES auditing

01 DateS and location 24 – 27 February, London 16 – 19 June, London 15 – 18 September, London 8 – 11 December, London Lecturer This course is designed, developed and presented by MindGrove Ltd Fees £1425 + VAT (£1674.50) IIA member: £1325 + VAT (£1556.87) This course is held by the IIA and endorsed by ACCA. CPD UNITS 32

INTRODUCTION TO INFORMATION SYSTEMS AUDITING (IISA) This intensive course provides the perfect starting point for a newly appointed information systems auditor. The content has been fully revised for 2009 to reflect latest standards and best practice. What will I get out of it? • understanding of relevant best practice including ITIL/ISO 20000/ISO 27000/COBIT. • identification of laws, risks and controls that impact on an organisation’s information processing • ability to perform reviews of of live application systems and those under development • skills to review information and physical security policies, and contingency plans • an explanation of core network terminology. Key features • IT/IS auditing • risks associated with information technology systems • auditing existing and new systems and developments • auditing the building blocks of IT control • assistance for audit activities. Who should attend? Those entering computer audit work who need practical knowledge to underpin their new career. To ensure a thorough grounding throughout the course, contrasts and similarities will be drawn from common business systems and issues. This course is suitable for all levels, but an understanding of basic audit terminology and sequence will be helpful.

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to book your place email [email protected] or call 020 7059 5910

NEW

THE NEW INTERNAL AUDIT STANDARDS AND BEST PRACTICE The primary objective of this course is to familiarise delegates with the significant changes to the standards of the Institute of Internal Auditors and the challenges of applying these. In addition, delegates will obtain a general overall appreciation of the requirements of the standards and the guidance available within the IPPF. The course is also developed to cover the new Government internal audit standards. What will I get out of it? • understanding of why the standards framework needed changing • implications of titling the framework ‘The International Professional Practices Framework’ (IPPF) • a timeline for effecting the changes, and for the IIA professional and speciality certifications • an indication of likely future developments.

DATES AND LOCATION 24 – 25 March (09.15 – 17.00), London 20 – 21 July (09.15 – 17.00), London LECTURER Professor Andrew D Chambers BA FCCA CEng FCA FIIA FBCS CITP FRSA Management Audit LLP FEE £840 CPD UNITS 16

Key features • reasons for the changes and how they have been made • likely future developments • the structure of the new IPPF and the status of its parts • principal changes to the mandatory parts of the IPPF • changes to the recommended parts of the IPPF • how the Practice Advisories have been changed • changes to definitions of terms used in the standards • who is committed to follow the IPPF? • adoption of IIA standards by other bodies • understanding the new standards; purpose, authority and responsibility; independence and objectivity; proficiency and due professional care • is a consulting role now mandatory in addition to the assurance role? • highlights of the position papers and practice guides continuing into 2009 • quality assurance and improvement programmes; managing the internal audit activity • nature of internal audit work; engagement planning; performing the engagement • communicating results, monitoring progress, resolving senior management’s acceptance of risks. Who should attend? All internal auditors and particularly, but not exclusively, those with leadership responsibilities. Those to whom internal audit reports. Standards-setters and regulators from bodies that interface with internal auditing.

Why not choo date and locase your own course of yo tion for the ur choice? See page 59

DIRECTORY OF COURSES

IN-DEPTH COURSES

for details

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IN-DEPTH COURSES business

Dates and location 7 April (09.15 – 17.00), London 23 September (09.15 – 17.00), London Lecturer Dr Tony Grundy MA MBA MSc MPhil FCA PhD, Senior Visiting Fellow in Strategic Management at Cranfield School of Management Fee £480 CPD UNITS 8

THE ACCOUNTANT AS STRATEGIC ADVISeR AND INFLUENCER To play a value-adding, proactive role, the accountant needs to understand management agendas, create options and turn these into effective strategies to influence decision makers. He or she needs increased influence throughout the organisation, whether with a seat on the board, or at a level below this. This course will show you the full potential of the financial advisory role, which goes way beyond traditional planning and reporting activities. What will I get out of it? • greater knowledge of your own strengths and weaknesses as a strategic adviser and influencer • tips on how to navigate around political constraints • opportunities to experiment with influencing behaviour • essential influencing skills. Key features • diagnosis of your own strategic influencing situation • acquisition of some key diagnostic, problem-solving and strategic presentation skills • a case study on advising the CEO of a chain of health clubs in a difficult, turnaround situation. Who should attend? All accountants who feel that, in spite of their technical skills, their influence within the organisation is sometimes limited. It will also benefit all accountants aspiring to more senior and perhaps less purely technical roles.

Dates and location 8 June (09.15 – 17.00), London 23 November (09.15 – 17.00), London Lecturer Andrew Perkins FCCA Commercial Director, IDG Limited Fee £480 CPD UNITS 8

BUILDING A BUSINESS FOR SALE Many disposals abort or fail to live up to expectations. This is sometimes due to poor leadership and followership. This case study-led and interactive course will examine how to prepare a business for sale and achieve maximum value. What will I get out of it? • ability to build an attractive business that someone else would want to buy • strategies for minimising people risk (pre- and post-acquisition). Key features • the behavioural aspects of private company disposal – getting the key staff on board • top team evaluation – do you have the right people? • preparation for due diligence – all aspects of good housekeeping • different disposal options available to the owner/manager. Who should attend? Any directors or managers who are planning to dispose of the business within the next five to seven years.

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to book your place email [email protected] or call 020 7059 5910

BUSINESS ALIGNMENT Getting business strategy to work and deliver the results it promises is something that many organisations struggle with. Business alignment, a new approach to business management, addresses this issue by aligning everyone and everything inside and outside the organisation around the corporate goals. The workshop will combine explanation of the principles of business alignment with opportunities for delegates to apply those principles to their own organisations. What will I get out of it? • increased productivity and improved services • better focus on the delivery of corporate goals, internally and externally • greater transparency, reduced risk and enhanced governance.

Date and location 2 October (09.15 – 17.00), London Lecturer Peter Bebb, Director, Perendie Fee £480 CPD UNITS 8

Key features • starting from the future – where you want to be – rather than trying to improve the present – where you don’t want to be • allowing and motivating everyone to state the contribution they will make to the corporate outcomes • defining the ‘golden thread’ linking your required outcomes, processes and resources at all levels. Who should attend? Managing directors, finance directors, HR directors, non-executive directors and anyone who wants to improve their organisation and their own career.

BUSINESS PERFORMANCE TURNAROUND There is no bigger challenge for the accountant than to facilitate a turnaround in the performance of a particular business area. During this course you will have the opportunity to contribute to, and learn from, a current turnaround situation at a well-known high street chain. What will I get out of it? • acquisition of a turnaround skills toolkit • opportunity to practise in a realistic learning environment • the creativity to come up with challenging but practical and realistic ideas for business turnaround. Key features • the turnaround process – and key diagnostic skills • case study – involving pre-diagnosis, generation and evaluation of turnaround options, translation into possible projects, financial targeting and understanding of the implementation process • application of the tools, processes and philosophy of the turnaround to your own business.

DateS and location 30 March (09.15 – 17.00), London 25 September (09.15 – 17.00), London Lecturer Dr Tony Grundy MA MBA MSc MPhil FCA PhD, Senior Visiting Fellow in Strategic Management at Cranfield School of Management Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? All accountants involved in areas of the business which need fresh thinking to rejuvenate their performance, particularly those who want to be of real assistance to general management or to be general managers themselves.

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IN-DEPTH COURSES business

01 DateS and location 11 May (09.15 – 17.00), London 16 November (09.15 – 17.00), London Lecturer Peter Hill FCMA MIMC Client Services Director, Bellis-Jones, Hill Fee £480 CPD UNITS 8

BUSINESS PROCESS IMPROVEMENT A hands-on introduction to improving and managing business processes, using a step-by-step approach to implementing process improvement in a way that is aligned to your organisation’s strategy. What will I get out of it? • real understanding of the practicalities, issues, approaches and benefits of process-driven performance management through an interactive workshop • a basis for selling the benefits, concept and approach and getting your organisation’s buy-in. Key features • process mapping exercises, a business game and case studies • how to challenge the status quo • determining whether processes add real value • software to help map, cost, monitor and manage business processes • making process management stick in your organisation. Who should attend? Directors and managers facing changing customer demands, requiring more effective operations; process managers needing to deliver business benefits with scarce resources.

DateS and location 29 April (09.15 – 17.00), London 20 November (09.15 – 17.00), London Lecturer Wayne Bartlett FCCA MBA, Senior Manager – Finance, HELM Corporation Fee £480 CPD UNITS 8

EFFECTIVE BUSINESS PLANNING Integrating business plans with effective financial strategies is an essential part of success in both the private and public sectors. Many organisations have problems because their financial strategies are not consistent with their business plans. This interactive course looks at developing financial strategies to meet the needs of the business and the part finance staff can play in developing business plans. What will I get out of it? • understanding of how to link strategies to business plans • a look at the features of effective business plans • developing financial strategies that are appropriate to the business. Key features • the strengths and weaknesses of business plans • learning from others: mistakes that organisations have made. Who should attend? Middle managers and those relatively new to business planning who wish to understand the core principles of making a business planning system work. The course will aim to cater for the needs of finance staff in all business sectors by focusing on best practice regardless of the wider environment.

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to book your place email [email protected] or call 020 7059 5910

EXPENDITURE REDUCTION 21st century organisations are increasingly faced with the challenge of reducing expenditure. Saving money without threatening value-adding activities is one of the keys to success. This course looks at how to deliver effective cost-reduction strategies without jeopardising the attainment of other organisational objectives. What will I get out of it? • identification of value-adding activities in organisations • ability to protect wider organisational objectives whilst cutting costs • knowledge of how to deliver cost-reduction plans.

DateS and location 27 March (09.15 – 17.00), London 19 October (09.15 – 17.00), London Lecturer Wayne Bartlett FCCA MBA Senior Manager – Finance, HELM Corporation Fee £480 CPD UNITS 8

Key features • drivers of cost-reduction programmes and how they affect financial strategies • understanding the value stream of an organisation and how they feed into cost-reduction strategies • the attributes of effective cost-reduction programmes • implementing cost-reduction programmes: learning and re-learning. Who should attend? Senior finance staff who are responsible for developing and delivering cost reduction strategies.

Spreadsheet skills for forecasting, planning and budgeting The course uses large screen demonstrations to illustrate the spreadsheet techniques discussed. What will I get out of it? • knowledge of a variety of approaches to forecasting, planning and budgeting • the ability to develop these management tools on a personal computer • tips on how to combine these techniques to obtain the most effective management information • an introduction to the use of advanced spreadsheet techniques. Key features • forecasting, planning and budgeting as part of the management accounting function • business forecasting and business planning models • business planning techniques • budgeting techniques. Who should attend? Directors, managers, company advisers and other members of staff from all functional areas who have to develop departmental forecasts, plans or budgets.

DIRECTORY OF COURSES

DateS and locations 24 February, London 5 May, Cardiff 1 July, London 22 September, London 6 October, York 26 November, London 10 December, Birmingham Please note this course will run 09.30 – 16.30 in all locations Lecturer Sue Nugus, consultant and author Fees £580 + VAT (£681.50) early booker discount £520 + VAT (£611.00) for ACCA and CIMA members, up to 28 days before the course This course is held by CIMA Mastercourses and endorsed by ACCA. CPD UNITS 7

IN-DEPTH COURSES

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IN-DEPTH COURSES business

01 DateS and location 17 April (09.15 – 17.00), London 28 September (09.15 – 17.00), London Lecturer Wayne Bartlett FCCA MBA Senior Manager – Finance, HELM Corporation Fee £480 CPD UNITS 8

THE STRATEGIC MANAGEMENT ACCOUNTANT Management accountants are increasingly called upon to deliver strategies for change, value-addition and cost-reduction. This course looks at the skills required of a management accountant and how they should be applied in given situations. What will I get out of it? • identification of the skills needed for the strategic management accountant • identification of the personal characteristics required for an effective strategic management accountant • understanding of financial strategies for organisations in times of growth, stagnation and decline. Key features • effective strategic inter-personal characteristics • developing strategic skills in growth, stagnation and decline situations • self-reflection, accompanied by group work. Who should attend? Management accounting staff who wish to develop their effectiveness as strategic management accountants.

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to book your place email [email protected] or call 020 7059 5910

What will I get out of it? • greater awareness of the issue of team/department reputation and perception • practical ideas to manage the perceptions of all stakeholders and influencers • improved working relationships and cooperation with other teams/ departments • opportunity to add value through delivering advice.

Lecturer Ingle Dawson BA ACA Director, IDG Limited Fee £480 CPD UNITS 8

Key features • whose reputation is it anyway? • who are our internal customers and suppliers? • surveying expectations and perceptions – how do you and they see the relationship? • a communications audit – understanding critical process and relationship issues • ways to prevent and resolve problems • the role of service level agreements • mobilising the whole team.

IN-DEPTH COURSES

Finance (and other internal departments) often receives a bad press. Too often problems revolve around historical misunderstandings, communication problems and assumptions about what the department does. This course focuses on positive ways to proactively manage key internal relationships and build internal reputation.

DateS and location 17 June (09.15 – 17.00), London 16 November (09.15 – 17.00), London

business culture

BUILDING INTERNAL REPUTATION

Who should attend? Anyone responsible for a department or team which interacts with other parts of the organisation and the outside world.

ETHICAL LEADERSHIP – LEAD, FOLLOW OR GET OUT OF THE WAY It’s a well-known saying – leaders are people who do the right thing and managers are people who do things right. Rather simplistic, but below the phrase lies hidden complexity. Organisations must foster an environment that develops leaders who are capable of knowing what the right thing is, and then have the courage and singularity of mind and purpose to follow the right course and bring the organisation with him or her. This workshop is designed for anyone who believes that leadership is a crucial element of their business and wants to understand and hone their leadership skills – and apply these ethically. It will demonstrate how employing different styles of leadership can help you get the most out of your business without compromising ethical standards. What will I get out of it? • understanding of the difference between ‘leadership’ and ‘followership’ • ability to apply these styles to your organisation ethically.

DateS and location 27 May (09.15 – 17.00), London 11 December (09.15 – 17.00), London Lecturer Andrew Perkins FCCA Commercial Director, IDG Limited Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Key features • what happens when it all goes wrong – Enron, Arthur Andersen • an examination of what good ‘leadership’ and ‘followership’ look like • leadership models that can be applied within the workplace • applied situational leadership • building and leading a high performing team. Who should attend? Anyone with line management responsibility.

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IN-DEPTH business COURSES culture

01 DateS and location 13 May (09.15 – 17.00), London 15 October (09.15 – 17.00), London Lecturer Mark Wearden FCCA FCIS Managing Director, MBS Ltd Fee £480 CPD UNITS 8

FINANCIAL AND BUSINESS ETHICS This course will consider the method and practical benefits of developing an ethical framework within the workplace. The bottom-line potential of taking an ethical stance will be considered and applied against a number of case studies. The day will involve a mixture of applied best practice, considered theory, and a high level of interaction. What will I get out of it? • enhanced understanding and thinking abilities • reflection upon various ethical dimensions of work and the work environment • understanding of the practical benefits and bottom-line potential of taking an ethical stance. Key features • what do we mean by ethics? • do ethics apply in finance? • situational ethics versus principle ethics • openness, integrity and accountability • challenging and considering the benefits of developing an ethical framework • fundamental principles and the conceptual framework • developing a code • applying the principles and testing the results. Who should attend? Everyone responsible for decision-making, culture-setting, guidance of others or operational principles within their organisations, such as directors, managers and senior financial decision-makers.

Date and location 4 December (09.15 – 17.00), London

NAMING ELEPHANTS – UNCOVERING THE REAL ISSUES

Lecturer Esther Ewing MEd, Consultant

In this time of whistle-blowing, ethical quandaries, heightened scrutiny of accountability and a continuously increasing competitive environment, a focus on the skills needed to make tough issues explicit and deal with them head-on becomes even more important. People are fearful of naming the issues because they are afraid they will lose their jobs or lose face. The real challenge is to decide which is more destructive – acknowledging the issues and dealing with them or ignoring them at your organisation’s peril.

Fee £480 CPD UNITS 8

What will I get out of it? • recognition of untapped productivity in the form of questions that are not being addressed • understanding the value of identifying and sharing assumptions in team discussions • understanding the importance of issue-naming in identifying risk. Key features • skills critical to bringing these issues to light in a team environment • language for raising these issues • an action plan for raising issues in your own organisation • a practical case study. Who should attend? Anyone who works predominantly in teams, whether task forces or project teams or permanent working teams in finance, internal audit, corporate risk or any other part of an organisation, and wants to make those teams more productive.

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to book your place email [email protected] or call 020 7059 5910

people and systems This workshop will challenge the approach that delegates take to choosing and implementing business systems. The course will consider how people interact with systems, investigate why so many system projects fail to reach their potential, and recommend routes to achieve success first time. What will I get out of it? • understanding of how your systems, and the people who operate them, really work • ability to map your own organisation against a series of models and principles • a challenge to your view of systems • a practical approach to choosing and implementing an appropriate business system.

Date and location 20 November (09.15 – 17.00), London Lecturer Mark Wearden FCCA FCIS Managing Director, MBS Limited Fee £480 CPD UNITS 8

Key features • the whole, the parts, and the interaction • why is systemic thinking invaluable? • empowerment through communication • using today to develop the future • the benefits of modelling • using a holistic scorecard • when do I use the red button? Who should attend? Directors, managers, accountants, IT and systems decision-makers. People within an organisation who have the ownership of and/or responsibility for the design, planning, implementation, or operation of business support and interpretation systems.

PERSONAL POWER AND POSITIVE POLITICAL INFLUENCE

Date and location 25 September (09.15 – 17.00), London

Most organisations have high potential for some form of political activity, especially when the pace of change becomes demanding or when resources or promotions are in short supply. Highly motivated people competing for limited resources can create an environment ripe for both good AND bad political behaviour. As working environments become increasingly challenging and ambiguous, there is a sound business case for developing positive political behaviour. This one-day workshop will provide a selection of positive political skills to help you and your organisation perform well.

Lecturer Stephen Reid FRSA Spring Business Innovation Ltd

What will I get out of it? • explicit understanding of power, conflict and political process • access to pragmatic models and tools to help you perform at your best • skills to develop your own positive influencing role • guidelines and markers for possible pitfalls.

Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Key features • your immediate political landscape • detecting the current rules in play • your foundations for personal power • political skills, tools and models • positive influencing skills • how position, dependencies and interests work • how to gain compliance and influence • rehearse new skills in a safe setting. Who should attend? New finance directors, middle and senior managers, new team leaders, new project team leaders and senior planning staff.

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01 IN-DEPTH business COURSES culture

DATES AND LOCATION 26 June (09.15 – 17.00), London 14 December (09.15 – 17.00), London LECTURER Mark Wearden FCCA FCIS Managing Director, MBS Ltd. FEE £480 CPD UNITS 8

REPUTATION: an asset or a liability? The building of reputation is essential in all organisations; without this we fail to attract, maintain or maximise the potential of our business model. How often have you taken the opportunity to really consider the reputation of your organisation, and then to go the extra step and try to value that reputation against the core financial and non-financial drivers within the organisation? This workshop will provide a series of tools to enable you to think differently about your organisation, and to delve beneath the surface to consider the creation, maintenance and exploitation of your reputation. WHAT WILL I GET OUT OF IT? • an understanding of why reputation matters in all sizes of organisation • the opportunity to consider your reputation and that of your organisation • a consideration of methods to measure and value reputation • tools to compare the reputation of your organisation with case studies and with other organisations. KEY FEATURES • the making of reputation: iceberg versus mushroom-cloud • stakeholder thinking: all things to all people • governance, ethics and reputation: keeping the lines straight • measuring reputation: producing metrics that have meaning • the intrinsic value of reputation: more than just guesswork • consideration of four case studies (overviews of these will be distributed prior to the workshop) • reporting and mapping value and reputation • protecting the asset whilst maximising return on the liability. WHO SHOULD ATTEND? This interactive workshop will be beneficial and stimulating for people at any level who have an interest in, and would like to challenge their understanding of, the reputation of their organisation.

be courses can Many of our sis ba ny pa om run on an in-c information See page 59

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for more

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to book your place email [email protected] or call 020 7059 5910

What will I get out of it? • understanding of company secretarial duties within a listed plc.

Lecturers Lorraine Young BSc FCIS Company Secretarial Consultant Tony Hoskins Chief Executive, The Virtuous Circle Rashree Chhatrisha, Qualified Solicitor, Member of the Law Society Council.

Key features • role and duties of a company secretary • the board of committees • listing rules • disclosure and transparency rules • share incentive plans • corporate governance • year end matters • corporate social responsibility • general meetings.

Fee £495 + VAT (£581.63) ICSA members: £445.50 + VAT (£523.46)

IN-DEPTH COURSES

This course provides a practical guide to the topics and issues facing the company secretarial department in a listed plc, exploring key areas such as managing and advising the board and committees, complying with the FSA’s Listing Regime and managing an AGM. The course combines an overview of regulation with task-based advice and guidance on getting the job done well, and in line with best practice. It will be of most benefit to those with some company secretarial experience working within a listed plc and those moving into a listed environment.

DateS and location 25 March (09.00 – 16.45), London 9 June (09.00 – 16.45), London 22 September (09.00 – 16.45), London 10 December (09.00 – 16.45), London

company secretary

COMPANY SECRETARIAL PRACTICE FOR PLCs

This course is held by ICSA Training and endorsed by ACCA.

Who should attend? Company secretaries in plcs, company secretarial assistants, advisors to plcs.

The Role of the Company Secretary A basic introduction to the role and responsibilities of the company secretary, this course covers the key regulation and legislation affecting companies and explains how to deal with day-to-day tasks and procedures. This is a practical session, and the speaker uses real-life scenarios to illustrate the subject, encouraging interaction with delegates with questions and comments. This is an ideal course for anyone who is new to the role, or who is responsible for managing the company secretary, in an unlisted company. The price includes a copy of the best-selling ICSA Company Secretary’s Checklists by Doug Armour. What will I get out of it? • overview of the roles and responsibilities of the company secretary • understanding of relevant legislation. Key features • introduction – the regulatory framework • role of the company secretary • working with Companies House • company incorporation and constitution • directors – types of directors and responsibilities • statutory books • accounts, including legislative/statutory requirements, accounting reference date, abbreviated accounts, auditors, and content of the directors’ report.

CPD UNITS 8 (for ACCA members)

DateS and locations 5 February (09.00 – 16.30), London 18 March (09.00 – 16.30), Manchester 14 May (09.00 – 16.30), London 17 September (09.00 – 16.30), London 26 November (09.00 – 16.30), London Lecturers Trina Hill ACIS, InTrinSec Douglas Armour FCIS Partner, David Venus & Company LLP Fee £450 + VAT (£528.75) ICSA members: £405 + VAT (£473.85) This course is held by ICSA Training and endorsed by ACCA. CPD UNITS 8 (for ACCA members)

Who should attend? Company secretaries who are new to the role, company secretarial assistants, accountants and finance managers.

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IN-DEPTH COURSES

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IN-DEPTH COURSES

corporate governance and risk management

01 DateS and location 11 March (09.00 – 16.45), London 1 July (09.00 – 16.45), London 3 November (09.00 – 16.45), London Lecturer Lorraine Young BSc FCIS Company Secretarial Consultant Fee £495 + VAT (£581.63) ICSA members: £445.50 + VAT (£523.46) This course is held by ICSA Training and endorsed by ACCA. CPD UNITS 8 (for ACCA members)

Directors and their Duties – The role and responsibilities of company directors in the UK The recent overhaul of company legislation means company directors now face demanding responsibility and liability, as the codification of directors’ duties has greatly increased directors’ exposure to shareholder actions. In this new regulatory climate, directors and senior executives need to be more aware than ever about their responsibilities and personal liabilities, and will benefit from learning how to deal with conflicts and how best to manage the relationship between the company and its shareholders. 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. What will I get out of it? • the ability to deal with conflicts and liabilities • understanding of the legal framework surrounding the director role • understanding of good boardroom practice. Key features • the role in context: the legal and regulatory environment • directors’ duties • power and authority • what makes an effective board? Good boardroom practice • key legal concerns. Who should attend? Company directors, especially those newly appointed, and company secretaries.

DateS and location 6 April (09.15 – 17.00), London 14 October (09.15 – 17.00), London Lecturer Professor Andrew D Chambers BA FCCA CEng FCA FIIA FBCS CITP FRSA Management Audit LLP Fee £480 CPD UNITS 8

EFFECTIVE BOARDS AND EFFECTIVE BOARD COMMITTEES This course focuses on the essential differences between boards that succeed and those that fail and also applies these insights to the next level down – committees that serve the board. The course is based on the premise that while the board is not everything that matters, it makes a profound difference to the destiny of the entity it directs and oversees. What will I get out of it? • ability to perform as a more confident and effective board member and board committee member • understanding of how to assess board performance against best practice, build on the strengths and attend to the weaknesses. Key features • key drivers of board success • how board committees maximise their contribution to board performance • how individual board and committee members make a real difference in a positive way • changing needs of boards over time and how these may be achieved successfully • essentials of being an effective chairperson • evaluate board, committee and director performance. Who should attend? The course is designed for board and other governing body members of businesses in all sectors and of all sizes, and for those who serve boards and their committees.

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to book your place email [email protected] or call 020 7059 5910

NEW AND EMERGING CHALLENGES IN CORPORATE GOVERNANCE

Date and location 19 October (09.15 – 17.00), London

Corporate governance is now a business imperative. Business success depends not only on performance but, increasingly, on compliance. This course will provide you with a snapshot of new and emerging corporate governance requirements.

Lecturer Gill Bolton Director of GEB Business Solutions

What will I get out of it? • insight into the importance of corporate governance for your organisation • update on new and emerging corporate governance requirements • background information on why we are where we are at this point • tools and techniques to enable your organisation to comply with requirements more easily and to obtain business benefits • ability to develop and implement an effective corporate governance framework for your organisation.

Fee £480 CPD UNITS 8

Key features • performance plus compliance equals business success • why organisations fail – ensure yours doesn’t • new and emerging corporate governance requirements for the private sector • case study examples to really bring the subject to life • responsibility and accountability for corporate governance • a culture of governance within your organisation. Who should attend? Corporate governance managers, external and internal auditors, risk managers, finance managers and anyone who needs an understanding of corporate governance to do their job.

RISK AT WORK: Data Loss Prevention One of the biggest problems in planning for data loss prevention (DLP) is measuring how much sensitive data your organisation has, where it is, or where it comes from. Having the knowledge to manage the risk of confidential data loss is now a senior management ‘must-have’ skill set. What will I get out of it? • understanding of how to reduce the cost of implementing DLP strategies by deploying technology that makes the task of identifying unsecured confidential data faster and more resource efficient • knowledge of the legislation, penalties and potential financial damage that can occur following data loss, giving you the skills to rapidly assess any business case for DLP • ability to task your IT and internal audit teams with risk mitigation tasks, and the ten key questions you have to ask them.

DateS and location 22 April (09.30 – 13.00), London 5 October (09.30 – 13.00), London Lecturer Duncan Smith MSc Information Law and Privacy Director, iCompli Ltd. Fee £260 CPD UNITS 4

Book your the resident place on ial update and get 21 CPD units See page 74 fo r more inform

ation

Key features • developing a DLP strategy to give your organisation visibility of the risk • preparation for discussion with legal counsel regarding legislation and industry codes of practice, and the penalties for non-compliance • examples of major confidential data losses to help understand how they could have been avoided and what the penalties were • cost-effective technologies to reduce the risk of confidential data loss • market trends in DLP service providers and solutions; who is deploying what and why. Who should attend? Finance directors with responsibility for IT, managing partners, IT directors, compliance officers, network managers, company secretaries and internal audit leaders.

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IN-DEPTH COURSES

corporate governance and risk management

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Dates and location 29 May (09.15 – 17.00), London 18 November (09.15 – 17.00), London Lecturer Gill Bolton Director of GEB Business Solutions Fee £480 CPD UNITS 8

RISK MANAGEMENT AND INTERNAL CONTROL This course will explain risk management principles including how to assess the level of risk in your own organisation, and give you the tools to implement a thorough risk management system. What will I get out of it? • toolkit for risk management implementation • guidance on assessing your current state of risk management and how to move forward • insight into risk management best practices • solid understanding of the principles of internal control • hands-on experience of control assessment and design. Key features • an update on corporate governance issues • recent corporate collapses and lessons to be learned • linking risk management and control with governance • risk management principles and practices • principles of internal control • control assessment and design skills. Who should attend? Risk managers, compliance staff, internal and external auditors and anyone for whom risk and control are essential elements of their day-to-day jobs.

to book your place email [email protected] or call 020 7059 5910

What will I get out of it? • techniques to bring accountants and operational management closer together • understanding of activity and process-based analysis • planning strategies for dynamic and unstable environments • understanding of drivers in your organisation and creation of value • the ability to develop a common framework for accounting, planning and measurement.

Lecturer John McKenzie MBA Independent Consultant Fee £480 CPD UNITS 8

Key features • an overview of new ideas in management accounting • flaws in today’s accounting and budgeting processes • principles of activity-based costing – outputs and the information and performance measures it provides • customer, service, product, segment and life cycle analysis • budgeting and planning using activities and outputs • what does and doesn’t add value in your organisation • process-based management, measurement and breaking constraints • setting goals, managing people and setting objectives.

IN-DEPTH COURSES

The electronic and service age is outpacing traditional costing and accounting methods. This course looks at how to integrate developments in costing and management accounting into a unified framework of planning and performance measurement, and gives you the opportunity to evaluate how they would work in your organisation.

Dates and location 4 June (09.15 – 17.00), London 27 October (09.15 – 17.00), London

finance

21ST CENTURY MANAGEMENT ACCOUNTING

Who should attend? Finance directors, financial controllers, senior management accountants and senior operational management.

ADVANCED BUDGETING, PLANNING AND CONTROL This course examines traditional budgetary and planning processes, and discusses alternative techniques and the implications of using them. It will examine the needs and imperatives of operational management and look at how managers and accountants can speak a common language through the planning and budgetary processes. What will I get out of it? • appreciation of the business environment and its impact on planning • understanding of the limits of traditional processes • awareness of the growing importance of non-financial elements in budgetary and planning processes • the ability to bring budgeting and planning into line with performance measurement • a user-friendly planning and budgeting process, strengthening operational management buy-in.

DateS and location 20 April (09.15 – 17.00), London 14 October (09.15 – 17.00), London Lecturer John McKenzie MBA Independent Consultant Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Key features • why do we budget and who is the budget for? • problems encountered in the budgeting process • zero-based and activity-based budgeting and rolling forecasting • customers – the forgotten element • product and customer life cycles • linking the budget to planning and forecasting processes • working without budgets – fact or fantasy? Who should attend? Finance directors, financial controllers, senior management accountants and senior operational management.

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IN-DEPTH COURSES finance

01 DateS and location 3 June (09.00 – 17.00), London 22 October (09.00 – 17.00), London Lecturers Ian Jakeways FCT Mike Northeast FCT MA MBA James Lockyer MCT

Applied Risk Management This course is for those who wish to gain a deeper understanding of financial risk management in an Enterprise Risk Management (ERM) framework, and develop their skills in treasury. Placing risk identification in a practical context, it identifies methodologies for risk quantification and discusses how an appropriate risk management response might be determined. All this is set within the context of a case study organisation.

Fees ACCA and ACT members: £550 + VAT (£646.25) Non-members: £630 + VAT (£740.25)

What will I get out of it? • understanding of how to quantify risk exposure in a practical situation • knowledge of how to determine risk management action and develop policy consistent with an ERM framework • a practical knowledge of how to apply risk management theory.

A 10% discount will be offered for booking both the Fundamentals of Risk Management (p39) and Applied Risk Management courses on consecutive days (please note Fundamentals of Risk Management must be taken first).

Key features • risk identification and assessment in practice • risk evaluation • risk planning • risk reporting.

This course is held by the ACT and endorsed by ACCA. CPD UNITS 8

DateS and locationS 27 February (09.30 – 16.45), London 21 May (09.30 – 16.45), Birmingham 9 October (09.30 – 16.45), London 18 November (09.30 – 16.45), Edinburgh Lecturer Gary Ashworth, Director, A1 Aspirations Ltd. Fees £580 + VAT (£681.50). Early booker discount £520 + VAT (£611.00) for ACCA and CIMA members, up to 28 days before the course. This course is held by CIMA Mastercourses and endorsed by ACCA. CPD UNITS 8

Who should attend? Treasury professionals involved in treasury risk management practice, particularly in the context of ERM; finance and risk professionals who need to understand treasury risk management decisions; audit and compliance professionals who audit the treasury function or who have risk management or corporate governance responsibility in the organisation; consultants and bankers who need to understand how organisations can use ERM frameworks to manage financial risk.

The balanced scorecard This seminar is ideally attended by two or more delegates from the same organisation, with the aim of understanding the principles, practicalities and pitfalls of implementing the balanced scorecard in the context of the business. What will I get out of it? • a powerful structure for building strategy-focused management information that can be cascaded throughout the organisation, using the principles of the balanced scorecard • an understanding of how vision, strategy, objectives, measures, targets, initiatives, key performance indicators (KPIs) and their ownership can be brought together into one comprehensive performance management framework • the ability to explore the potential for application or improvement of the balanced scorecard in your own business. Key features • structure of the scorecard, the four perspectives and strategy mapping • case studies covering early adopters • barriers to successful implementation • personal action planning checklists. Who should attend? Chief executives and others concerned with defining and articulating strategy, finance directors and others responsible for the preparation, analysis and presentation of financial and non-financial information and IT directors needing to ensure that IT strategy is aligned to the broader needs of the business.

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to book your place email [email protected] or call 020 7059 5910

The Essential Guide to Treasury Security and Controls This interactive two-day course takes delegates through the process of building a secure treasury environment, from the creation of a framework of policy and delegated authority through how treasury should be organised to ensure maximum control of its activities. Delegates will learn about front, middle and back office functions, external and regulatory requirements and controls and security essential to managing the use of technology within treasury, as well as debating the key issues of control failure. The course draws on real examples where controls have been weak or have collapsed, illustrating the absolute importance of a well-controlled treasury. What will I get out of it? • understanding of how to create a secure treasury environment • knowledge of external and regulatory requirements. Key features • policies, organisation structures and skills – scope of treasury activity – policy, delegation of authority – corporate governance – control environment – responsibilities at each level – effective monitoring – control procedures • front office controls – implementing policies – the London market – use of limits as a control – dealing procedures • back office controls – confirmations and settlements – reconciliations and reporting – system management • role of the middle office – risk analysis and reporting – reporting procedures • role of the accounting function and audit of electronic payments – electronic and manual security methods – electronic web dealing • electronic payments and system controls – authorisation – audit trails – environment – impact of new technology • instrument risks and structured derivatives – some extreme examples of control issues • control in a multinational environment – controlling subsidiaries – special situations • detection of fraud – how controls can break down in practice – what went wrong in high-profile cases • war story – examples from real life.

Dates and location 16 – 17 June (09.00 – 17.00), London 9 – 10 December (09.00 – 17.00), London Lecturers Brian Welch FCT FCMA FCIS Patricia M Scott FCT FCCA PPC MBIH INLPTA Dip (SA) Fees ACCA and ACT members and students: £1100.00 + VAT (£1292.50) Non-members: £1200.00 + VAT (£1410.00) This course is held by the ACT and endorsed by ACCA. CPD UNITS 16

Why not choo date and locase your own course of yo tion for the ur choice? See page 59

for details

Who should attend? Treasury managers and controllers, internal and external auditors, those with responsibility for treasury but without prior hands-on treasury experience and anyone working in a treasury dealing room or dealing with treasury transactions.

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IN-DEPTH COURSES finance

01 DateS and location 16 April (09.15 – 17.00), London 29 September (09.15 – 17.00), London Lecturer John McKenzie MBA Independent Consultant Fee £480 CPD UNITS 8

THE EVOLVING FINANCE FUNCTION This course examines the traditional finance function, explores how the function can add internal value to your enterprise and looks at its potential for revenue generation. It examines how the function can respond to management’s needs to increase buy-in and cooperation. What will I get out of it? • ideas on how to break the finance mould • development of a more involved role in your enterprise • understanding of how finance can move from corporate overhead to a value-adding function • knowledge of corporate structures and effective working. Key features • management perception of the finance function • finance cost centre vs finance profit centre • discrete vs integrated finance function • devolving some traditional finance functions • budgeting and planning – an effective service • finance adding value to the enterprise • key finance input to sales, marketing and product development process • revenue generation through shared service provision. Who should attend? Finance directors, financial controllers, senior management accountants and senior operational management.

DateS and locationS 4 June (09.30 – 17.00), London 24 September (09.30 – 17.00), Cardiff 5 November (09.30 – 17.00), London Lecturer Linnet Sen BSc (Hons) ACA Independent Fast Close Lead Practitioner Fees £580 + VAT (£681.50) Early booker discount £520 + VAT (£611.00) for ACCA and CIMA members, up to 28 days before the course. This course is held by CIMA Mastercourses and endorsed by ACCA. CPD UNITS 8

Faster financial closing Improving financial reporting timescales without compromising data quality. What will I get out of it? • understanding of how you can significantly improve the reporting timetable whilst maintaining the quality of information being provided • appreciation of the process, technology and cultural issues which need to be addressed during a project to reduce closing cycle times • understanding of the benefits to be gained by reducing reporting timescales • insight, through case studies, into how leading organisations have radically re-engineered their closing process. Key features • why is faster financial closing needed? • what makes financial closing complex? • why do ‘quick fix’ solutions rarely work? • current best practice • benefits of faster financial closing • project management, design and timing • people and change management issues • software for improved financial closing • process redesign. Who should attend? Financial managers responsible for the closing process and those responsible for identifying and exploiting e-business opportunities within the finance function.

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to book your place email [email protected] or call 020 7059 5910

THE FINANCE DIRECTOR’S SURVIVAL GUIDE For many, an appointment to finance director represents the crowning achievement of their career. Success in this increasingly important role depends as much on leadership, personal impact and influencing skills as technical accomplishment. In this workshop delegates engage in debate on the essentials for survival and success in this critical role. What will I get out of it? • clearer focus on objectives and priorities • improved confidence and effectiveness on the board • enhanced value added from a business-faced finance function • more confidence in managing career opportunities.

Dates and location 15 May (09.15 – 17.00), London 11 December (09.15 – 17.00), London Lecturer Patricia Scott FCCA FCT INLPTA BIH Founder and Director, Leading Edge Change Fee £480 CPD UNITS 8

Key features • exploration of opportunities and pressures in the role • delivering your vision • you and your board • getting the right support • keeping stakeholders happy • developing personally • moving on or up • when all else fails… Who should attend? Finance directors, assistant and designate finance directors and anyone interested in pursuing a successful career as a finance director.

Finance – the driving force in Customer Relationship Management An introduction to the concept of customer relationship management (CRM), including principles, tools and techniques for successful implementation, pitfalls to avoid, and an explanation of the real bottom-line benefits. What will I get out of it? • understanding of the true nature of CRM and why in excess of £50bn has been spent worldwide in its pursuit • recognition of critical factors in a successful CRM implementation • understanding of the pivotal role finance must play to make CRM a success. Key features • concept of CRM, the principles, tools and techniques • exploding the myths about CRM and reviewing the experiences of early CRM adopters • real bottom-line benefits • foundations for successful implementation • how CRM adds value and enhances customer relationship quality • pitfalls to avoid in successful implementation • how e-business and internet trading help you capture vital data to feed the CRM process.

DateS and location 30 June (09.15 – 17.00), London 16 December (09.15 – 17.00), London Lecturer John McKenzie MBA Independent Consultant Fee £480 CPD UNITS 8

Don’t forg our courses et, many of can an in-compa be run on ny basis See page 59 fo r more inform

ation

Who should attend? Operational directors, finance directors and controllers, senior finance, sales and marketing managers, and business and strategic development managers.

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01 DATES AND LOCATION 14 – 15 May (09.15 – 17.00), London 12 – 13 October (09.15 – 17.00), London LECTURER Rob Morgan BCom Corporate Training Group FEE £920 (Please note discounts are not available on this course) CPD UNITS 16

FINANCIAL MODELLING This two-day course is designed to teach you how to build ‘from scratch’ an integrated balance sheet, profit and loss and cash flow forecasting model appropriate for equity valuation and debt-related analysis. What will I get out of it? • tutor-led discussion • PC-based case studies • design and coding exercises • financial model construction. Key features • some Excel and design basics • building the framework • building the schedules • building the debt schedule • balancing – straightaway • cash flows • tax and valuation • analysis and presentation. Who should attend? This course is an excellent development tool for those who are expected to be, or are involved in any type of financial modelling and forecasting. It is particularly relevant to corporate and project financiers, finance and project managers, accountants and bankers. A good knowledge of Excel and accounting is assumed (including navigating around worksheets and workbooks, basic data entry, the difference between relative and absolute referencing [ie dollarisation], adding [summing] and subtracting cells and an awareness of what the Excel menus contain).

DateS and location 24 April (09.15 – 17.00), London 26 October (09.15 – 17.00), London Lecturer Mark Woolhouse BA (Oxon.) Corporate Training Group Fee £480 CPD UNITS 8

Fundamentals of project finance The course is focused on the implementation of large, stand-alone, independently-financed projects. Specifically these disciplines and techniques are fundamental to Government projects such as schools, hospitals and infrastructure development, such as those currently underway as part of the UK Government’s Public Private Partnership Scheme. What will I get out of it? • a very practical introduction to project finance • greater understanding of the various risk analysis techniques • appreciation of the different financing routes • hands on modelling session to see how best to structure a proposal. Key features • fundamental project risks • risk analysis and risk matrix techniques • legal documentation and structure • cash flow analysis • sources of finance. Who should attend? Anyone interested in learning more about a successful approach to project finance. This includes managers, those involved in project work, finance staff and anyone who needs a fuller understanding of financing and strategic issues.

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to book your place email [email protected] or call 020 7059 5910

Fundamentals of Risk Management This course provides a framework for understanding treasury’s role in risk management. It introduces the fundamentals of interest rate risk and currency risk, identifies the various ways in which risk might arise and their impact on the company and explains the main instruments used in the management of currency and interest rate risk. What will I get out of it? • a practical introduction to a framework for thinking about risk and risk management • overview of how the main treasury risks can be avoided in order to benefit your organisation • clearer understanding of the main risk management instruments used. Key features • risk management framework, including identification, assessment, evaluation, planning, reporting • identifying financial risk, including interest rate risk and currency risk • risk management instruments – currency risk management instruments (forwards, options, cross currency swaps) – interest rate risk management instruments (FRA, futures, swaps).

DateS and location 2 June (09.00 – 17.00), London 21 October (09.00 – 17.00), London Lecturers Ian Jakeways FCT Mike Northeast FCT MA MBA James Lockyer MCT Fees ACCA and ACT members: £550 + VAT (£646.25) Non-members: £630 + VAT (£740.25) A 10% discount will be offered for booking both the Fundamentals of Risk Management and Applied Risk Management (p34) courses on consecutive days (please note Fundamentals of Risk Management must be taken first). This course is held by the ACT and endorsed by ACCA.

Who should attend? Finance professionals new to treasury, treasury professionals with experience in areas such as corporate finance or operations who need a refresher in the wider area of risk management, and risk professionals, consultants and bankers who wish to gain an insight into how treasury approaches risk management.

CPD UNITS 8

INTERNATIONAL CORPORATE TREASURY MANAGEMENT

Date and location 2 October (09.15 – 17.00), London

Every company has exposure to corporate treasury risk. Whether you are a borrower or have cash to invest, if you buy or sell in a currency other than your own, pay interest rates or even when you make payments to suppliers, you are engaging in treasury activity. You need to be able to recognise, measure and manage any associated risks to protect and support business results.

Lecturer Patricia Scott FCCA FCT INLPTA BIH Founder and Director, Leading Edge Change

What will I get out of it? • ability to identify financial risks and vulnerabilities • appropriate management strategies and financial risk management techniques • understanding of best practice governance and how to build protection from fraud and error.

CPD UNITS 8

Fee £480

Need an upda reporting, mte in financial accounting oranagement taxation? See page 62

for details

Key features • the scope of treasury risk for companies • building policies, procedures and delegated authorities so that treasury management supports strategic aims • identifying your funding needs • impact of UK and international cash management including foreign currency and pooling • managing the rates of interest on your borrowings and investments • managing the impact of foreign exchange rate fluctuations. Who should attend? Finance directors, financial controllers and anyone needing to manage or advise on managing financial risk and treasury to protect and support their own or their clients’ business results.

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01 Dates and location 22 April (09.15 – 17.00), London 23 October (09.15 – 17.00), London Lecturer Rob Morgan BCom The Corporate Training Group Fee £480 CPD UNITS 8

Introduction to Derivatives A one-day programme requiring no prior knowledge of these financial instruments. It will explain all the key features, using practical examples from business. What will I get out of it? • knowledge of different types of derivative • understanding of terminology and uses • strategies for hedging risk. Key features • forwards • futures • options • exotics • swaps. Who should attend? Anyone who is interested in learning more about derivatives or is required to manage financial risk.

DateS and location 30 March (09.15 – 17.00), London 16 November (09.15 – 17.00), London Lecturer Rob Woods BSc The Corporate Training Group Fee £480 CPD UNITS 8

INTRODUCTION TO THE EQUITY MARKETS This course explains how equity markets work, the terminology and how equities are valued. In a clear and practical format, it opens up the operations and interactions of the equity markets to enable a comprehensive understanding of the most important of the global capital markets. What will I get out of it? • a thorough and practical introduction to the equity markets, their workings and terminologies • understanding of the drivers of company value • understanding of the professional investors’ approach, for example fund managers, private equity and hedge funds • appreciation of how the equity markets interact with other financial markets. Key features • economic variables: their interaction and influence on the financial markets • understanding the definitions and terminology of the equity markets • equity markets and the professional investor • valuation methodologies • consequences of valuation on strategy and success – M&A, capital raising etc. • equity futures: types and uses. Who should attend? Anyone who needs to understand the equity markets, including company directors, managers, trustees of investment committees, finance staff and those seeking to advance their strategic understanding of the subject.

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to book your place email [email protected] or call 020 7059 5910

NEW Introduction to Islamic Finance Introduction to the fundamental principles of Islamic finance. This one-day workshop will answer the major questions on Islamic finance, including how classic Islamic contracts are being used to replicate the economic effects of most of the conventional banking products and services. In addition, it will provide an understanding of the principles and methodologies of Islamic investing (in shares, real estate and other asset classes), and discussion of how classic Islamic contracts can effectively be used to structure some sophisticated financial products. What will I get out of it? • knowledge of fundamental principles of Islamic finance, major Islamic financial contracts and the conditions for their validity and requirements for their permissible uses in modern Islamic banking • understanding of major characteristics of some of the Islamic retail, corporate and investment products • ability to differentiate between Islamic and conventional products on the basis of Sharia rules governing financial contracting in Islam • understanding of different stock selection criteria being used by different Islamic investment funds • a basic understanding of how to structure Islamic financial products with the help of classic Islamic contracts.

Date and location 17 March (09.30 – 17.00), London Lecturer Dr Humayon Dar CEO, BMB Islamic Fee £495 ACCA and MSI Members £346.50 ASI Members £396 FSI Members £321.75 CPD UNITS 8

Key features • introduction to Islamic banking and finance • Sharia requirements • theory of Islamic banking • practice of Islamic banking • Islamic investing • advanced topics in Islamic finance. Who should attend? Anyone involved in any aspect of Islamic finance, plus anyone considering entering the field, those creating and marketing Islamic products or professionals who work with Islamic institutions.

Why not choo date and locase your own course of yo tion for the ur choice? See page 59

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IN-DEPTH COURSES finance

01 DateS and location 17 April (09.15 – 17.00), London 30 October (09.15 – 17.00), London Lecturer Steve Nightingale CFA ACA MSI PRM Clearly Financial Markets Ltd. Fee £480 CPD UNITS 8

INVESTMENT AND PROJECT APPRAISAL Using appraisal techniques to make the right investment decisions. What will I get out of it? • improved understanding of financial maths and measures of return • techniques for appraisal of capital investments. Key features • understanding the concept of incremental cash flow • discounted cash flow (DCF) – mastering the basic techniques • the cost of finance for specific projects • the cost of finance for a company • sensitivity analysis and project simulation • worked examples of specific problems, including equipment replacement cycles, sequential projects and leasing • making decisions with capital rationing and inflation • other appraisal techniques. Who should attend? Anyone involved in financial decisions or project decisions, including management accountants, financial managers and advisors, senior management responsible for project returns and success, and non-financial managers seeking to improve their understanding of finance.

DateS and location 31 March (09.00 – 17.00), London 29 September (09.00 – 17.00), London Lecturer Anthony Birts Cert ICM BSc MBA Fees ACCA and ACT members and students: £550.00 + VAT (£646.25) Non members: £630.00 + VAT (£740.25) This course is held by the ACT and endorsed by ACCA. CPD UNITS 8

The Nuts and Bolts of Cash Management Starting with domestic cash management, the course examines some of the basic building blocks of cash management and then, through a series of case studies, extends the basic principles to the complexities of international cash management. What will I get out of it? • understanding of what cash management and liquidity consists of, its importance to the business and the treasury function. Key features • float time – the cost of poor cash management, invoicing, finality, value dating, payables and receivables management, liquidity, the cash cycle • instruments and institutions – payment instruments (paper-based, electronic) and clearing systems (RTGS, NSS), domestic and international • cash management structures – types of accounts, currency accounts, zero balance, lock box, disbursement – international account structures • liquidity techniques – notional pooling, cash concentration, cross border notional pooling/ cash concentration – short-term borrowing, investing, leading and lagging • cash flow forecasting, including purpose, methods and problems • basic interest calculations – 360/365, short-term instruments • further international complexity – FX (spot, forward, swaps), regulations, netting. Who should attend? New entrants to the treasury function and those who interface with treasury.

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to book your place email [email protected] or call 020 7059 5910

Powering profitable growth Better customer profitability reporting, pricing processes and margin management. What will I get out of it? • greater awareness of the range of opportunities for improvement in profitability • ability to increase margins without losing valuable customers • insight into techniques that have worked for other well-known organisations • tools and techniques that can be adapted and applied in your organisation • understanding of how recent developments in technology can help improve margins, shorten sales lead times and improve the business hit rate • awareness of how to accumulate the experience of the price proposal process and win more business opportunities at higher margins. Key features • why effective margin management can be difficult • why gross margins can be misleading and knowing what the real margins are • analysing, reporting and managing profitability by customer, channel, sector, region and product • customer relationship management and margin management • pricing – an assessment of the hidden profit improvement opportunities • proactive pricing processes • recent developments in pricing and customer profitability analysis and reporting software • powering profitable growth – getting started and planning the next steps.

Dates and location 19 March (09.30 – 17.00), London 7 September (09.30 – 17.00), London Lecturers Robin Bellis-Jones BSc BComm MBA FCMA FIMC, Managing Director, BJH Group Tony Hodgson ACMA Head of BJH Group Pricing and Revenue Management practice Fee £580 + VAT (£681.50). Early booker discount £520 + VAT (£611.00) for ACCA and CIMA members, up to 28 days before the course. This course is held by CIMA Mastercourses and endorsed by ACCA. CPD UNITS 8

Who should attend? All senior managers who have a direct interest in ensuring that profitability is proactively managed in a period of greater competitive pressure; sales and commercial managers who need to maximise the conversion of sales opportunities into profitable business; account managers needing to ensure that customers deliver the level of sales they have anticipated when discount structures have been agreed; IT directors and managers needing to understand the latest in software innovations that can materially impact the bottom-line performance of the business.

Don’t forg our courses et, many of can an in-compa be run on ny basis See page 59 fo r more inform

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IN-DEPTH COURSES finance

01 DateS and location 27 April (09.15 – 17.00), London 26 October (09.15 – 17.00), London Lecturer Andrew Perkins FCCA Commercial Director, IDG Limited Fee £480 CPD UNITS 8

A PRACTICAL APPROACH TO PRIVATE COMPANY ACQUISITION Acquiring a private company usually represents a significant investment and the success rate is low. The process involves more than looking at numbers – subjective elements can be more important to the ultimate success of the investment than the balance sheet or earnings projections. This course will examine practical approaches to private company acquisition that will improve the chances of success. What will I get out of it? • insight into the possible pitfalls of acquisition • understanding of the selection process • awareness of key factors in a successful outcome • review of the due diligence process • negotiating strategies • review of private company valuation • the skills to structure the deal • understanding of post-acquisition strategies. Key features • practical examples of acquisition failures • leadership and followership challenges of an acquisition strategy • due diligence working papers • practical valuation techniques • negotiation options • structured deal shapes • post-acquisition strategies – when the suits go home. Who should attend? All those embarking on an acquisition strategy.

DateS and location 26 March (09.15 – 17.00), London 16 October (09.15 – 17.00), London Lecturer Peter Scollen FCCA The Corporate Training Group Fee £480 CPD UNITS 8

RAISING CAPITAL IN THE FINANCIAL MARKETS This course will run from the perspective of a business raising funds on the public markets. It will cover all of the processes and documents in an interactive format providing full insight into the parties involved and all the relevant jargon. Both equity and debt markets are covered, which will provide a comprehensive and practical treatment of a subject which many businesses face. What will I get out of it? • practical understanding of how a company can raise capital • knowledge of the process and parties involved • appreciation of pros and cons of each route and costs involved. Key features • equity raising – rationale, business plan and exit routes • the IPO process and timetable • key issues and documents • parties involved: who does what? • selecting the best adviser – engagement fees and league tables • investment grade debt: – loans: bilateral vs syndicated, covenants and fees – bonds: issuance process and other considerations • non-investment grade debt: leveraged loans, high yield, mezzanine and LBO structures. Who should attend? Anyone who is interested in learning more about what options are available to a company that wants to raise capital. This includes directors, managers, those involved in project work, finance staff and anyone who needs a fuller understanding of financing and strategic issues.

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to book your place email [email protected] or call 020 7059 5910

TECHNIQUES IN VALUING A PRIVATE COMPANY Develop an understanding of the implications of different bases of valuation and varying methodologies. Acquire practical knowledge regarding company valuations, minority shareholdings and goodwill, and receive an overview of intellectual property and intangible asset valuation and the interaction with fair value accounting. What will I get out of it? • broad grounding in company and business valuation • knowledge of valuation concepts and minority shareholdings • practical insight from an ex-senior member of HMRC’s share valuation department concerning successful negotiation of values • understanding of intellectual property and intangible asset valuation methodologies (crucial following FRSs 10 and 11).

Dates and location 17 April (09.15 – 17.00), London 12 October (09.15 – 17.00), London Lecturer Ian Brewer, Associate Director, Valuation Consulting Limited Fee £480 CPD UNITS 8

Key features • fair valuation vs commercial value • fiscal open market value • valuing majority and minority shareholdings • valuation clauses contained in Articles and their meaning • methods of valuing intellectual property and intangibles • fair value accounting valuation. Who should attend? Finance directors and managers in industry, particularly in sectors with significant intellectual property, and others who may need to interact with HMRC.

NEW Understanding Debt Finance

DATES AND LOCATION 15 June (09.15 – 17.00), London 17 December (09.15 – 17.00), London

The accounting and financial maths behind bonds. What will I get out of it? • understanding of the accounting for a bond issue • improved knowledge of debt finance • understanding of yields, prices and spreads.

Lecturer Steve Nightingale CFA ACA PRM MSI Director, Clearly Financial Markets Ltd

Key features • overview of bond structures and related products • detailed example of a bond issue • pricing the issue and creating the liability • finance cost and amortisation through the accounts • accounting themes to be applied to any debt finance • accounting for the asset – where a bond is acquired • overview of yields, spreads, spots and forwards.

Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? Accountants wishing to improve their working knowledge of financial instruments, anyone involved in financial decisions or project decisions, including management accountants, financial managers and advisers, and anyone employed in the investment industry.

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01 DateS and location 12 May (09.15 – 17.00), London 15 September (09.15 – 17.00), London LECTURER John McKenzie MBA Independent Consultant Fee £480 CPD UNITS 8

Unified Performance Measurement This course will look at the range of different performance measures and emphasise the importance of a single framework that recognises the interdependency of different factors. What will I get out of it? • understanding of the complexities and interdependency of performance measures • recognition of the real ‘hot buttons’ in the enterprise upon which management focus should be brought to bear • knowledge of how to integrate and harmonise financial and non financial measures to best effect • understanding of how to bring reward and motivational structures into line with measures that count. Key features • matching action to strategic goals and intent • the four cornerstones of strategy execution - consumer/customer perception, internal process capability, human capital management and financial performance • linking the planning process, budgeting, forecasting and performance measurement into a unified entity • true drivers of operational performance in your enterprise • moving from historical measurement to predictive management • performance management structures, for example balanced scorecards. Who should attend? Chief executives, finance directors, directors of change management, finance and change management personnel in the commercial private sector.

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to book your place email [email protected] or call 020 7059 5910

What will I get out of it? • review of the key changes brought about by the Money Laundering Regulations 2007 • understanding of the new risk-based approach to anti-money laundering and counter-terrorist financing • a knowledge of best practice controls • increased ability to manage your business and personal risks and responsibilities.

Lecturer Stephen Giles MA (Oxon) ACA Partner, Highview Consultants Fee £480 CPD UNITS 8

Key features • overview of relevant laws and regulations • review of best practice guidance, including Joint Money Laundering Steering Group guidance notes • anti-money laundering policy and procedures • practical, easy to use risk matrices • duties and responsibilities of officers and staff under the new regulations • prevention and detection strategies • reporting procedures.

IN-DEPTH COURSES

Financial crime threats posed by criminals and terrorists represent a key risk to businesses and individuals today. This interactive course summarises the essential features of current law and regulations and provides practical advice on how you can mitigate the risk.

DateS and location 21 April (09.15 – 17.00), London 22 September (09.15 – 17.00), London

law and regulation

Anti-Money Laundering – the essentials

Who should attend? Senior managers, MLROs (nominated officers), compliance officers, staff handling cash and customer accounts and risk officers.

BUSINESS LAW UPDATE Gain an insight into the latest developments in business law. The course covers a wide range of topics and provides an up-to-date analysis of recent legislation. What will I get out of it? • a knowledge of recent changes in some key areas of business law • an understanding of where company law reform now stands • an overview of changes to contract, commercial and employment law • an understanding of the impact of recent changes in individual insolvency law. Key features • company law reform – where are we now? • key changes to company law • developments in contract, commercial and employment law • the current insolvency regime • the alternatives to insolvency.

Date and location 20 October (09.15 – 17.00), London Lecturer Mike Griffiths LLB LLM ACIArb Consultant, Lecturer and Writer Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? Accountants, company secretaries, directors, anyone advising or administering companies, and involved in credit control.

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IN-DEPTH COURSES law and regulation

01 Dates and location 15 May (09.15 – 17.00), London 24 November (09.15 – 17.00), London Lecturer Mike Griffiths LLB LLM ACIArb Consultant, Lecturer and Writer Fee £480 CPD UNITS 8

Commercial and Consumer Contracts This course is predominantly concerned with commercial contracts. However, it begins with a consideration of some aspects of basic contract law, particularly how a contract is made, how to ensure that standard terms are included in business contracts and what happens when things go wrong. This is followed by an examination of key contract terms, particularly those concerning retention of title, insurance and the exclusion and limitation of liability. It compares and highlights the differences between the ordinary commercial contract and those made by consumers, where the law is much more in favour of the consumer, rather than assuming that each party has equal bargaining strength, which is usually the case. What will I get out of it? • understanding of the nature of a contract • an overview of the typical standard terms of written contracts • knowledge of the main ways to limit or exclude liability for breach. Key features • making the contract • discharge of the contract • the elements of damages • the format of the commercial contract • main standard terms • exclusion and limitation clauses • differences between commercial and consumer contracts. Who should attend? Everyone involved with making, examining and performing contracts – accountants, company secretaries, directors, senior employees.

Dates and Locations 2 April (09.15 – 17.00), London 28 September (09.15 – 17.00), Birmingham 17 November (09.15 – 17.00), Manchester 18 November (09.15 – 17.00), London Lecturer Mike Griffiths LLB LLM ACIArb Consultant, Lecturer and Writer Fee £480 CPD UNITS 8

company law update The Companies Act 2006 is the largest Act ever to emerge from the British Parliament and brings about the most far-reaching changes to company law since Gladstone’s Acts of 1844 and 1845. The legislation is being introduced by Statutory Instrument. This course provides an update on the areas of the Act already introduced, and on future developments. What will I get out of it? • an understanding of the point that company law reform has now reached • knowledge of the key changes brought about by the Companies Act 2006 • understanding of the new model articles for different types of company • overview of recent developments in the courts • understanding of the final commencement order and overview of the Act. Key features • the new company constitution • changes regarding members • codification of directors’ duties • other changes regarding directors • decision making within companies • shares and shareholders under the new regime • changes at Companies House • future developments. Who should attend? Accountants in industry, company secretaries, directors and all those involved with company administration.

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to book your place email [email protected] or call 020 7059 5910

employment law update This course will give an overview of the legal issues surrounding employment, giving delegates an understanding of the current legal framework, and practical advice for you as people managers. What will I get out of it? • awareness of current employment law issues • understanding of key issues before, during and after employment • better ability to avoid the expense and inconvenience of costly complaints and possible litigation, through a thorough understanding of the legal framework.

Dates and location 9 July (09.15 – 17.00), London 14 December (09.15 – 17.00), London Lecturer Toni Trevett FCIPD Director, CompleteHR Ltd. Fee £480 CPD UNITS 8

Key features • key legal issues relating to people management • legislative changes over recent years • key case law that shows how the legislation is currently being interpreted • practical advice for you as people managers • overview of pending developments and what’s on the horizon. Who should attend? Those responsible for the legal element of employing staff, and line managers with an interest in this area.

NEW Essential Steps for Effective Whistleblowing Processes Whistleblowing processes represent one of the most cost-effective ways to improve corporate governance. Unfortunately, many organisations either don’t have a process or have a system that employees do not trust or do not know about. This interactive course demonstrates modern best practice to provide added assurance around key risks such as fraud, bullying, sexual harassment and other unethical workplace behaviour. What will I get out of it? • understanding of whistleblowing best practice • awareness of the key points of the Public Interest Disclosure Act and other relevant legislation • a practical perspective.

Dates and location 20 April (09.15 – 17.00), London 5 October (09.15 – 17.00), London Lecturer Stephen Giles MA (Oxon) ACA Partner, Highview Consultants Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Key features • definitions, concerns and case studies • considerations from both the individual and the company’s point of view • the modern whistleblowing ’toolkit’ • governance and risk management frameworks • ethical attitude surveys • investigation policy • in-house and external solutions compared and contrasted. Who should attend? Non-executive directors, finance and HR professionals, internal auditors and risk managers.

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IN-DEPTH COURSES law and regulation

01 DATES AND LOCATION 28 April (09.15 – 17.00), London 11 November (09.15 – 17.00), London LECTURER Stephen Giles MA (Oxon) ACA Partner, Highview Consultants FEE £480 CPD UNITS 8

FRAUD UPDATE: INVESTIGATING ALLEGATIONS AND CRIME This course gives a forensic, best-practice approach to investigating fraud. It deals with all stages of the investigation, from initial suspicion, through evidence-gathering and interviewing, to successful resolution either in court or by settlement. It will give you the techniques to deal confidently with the fraud contingency, should your business fall victim to this threat in the future. WHAT WILL I GET OUT OF IT? • review of the principal changes brought about by the Fraud Act 2006 • knowledge of evidence-handling rules • an understanding of PACE and interviewing under stressed conditions • awareness of investigation techniques, both conventional and covert • an understanding of the litigation process, both criminal and civil. KEY FEATURES • practical exercises looking at fraud situations • dealing with the initial suspicion • investigation basics – responsibilities, team members, and what is the ‘end game’? • the evidence trail • interviewing in a fraud environment • the litigation process, liaison with authorities and dealing with lawyers • how to get the best resolution for your company. WHO SHOULD ATTEND? Internal auditors, fraud investigators, risk managers and anyone who might be involved in the investigation process.

DateS and location 9 June (09.15 – 17.00), London 8 October (09.15 – 17.00), London

how to prevent and detect fraud – an essential protection programme for the global downturn

Lecturer Stephen Giles, MA (Oxon) ACA Partner, Highview Consultants

At their worst, fraudsters can destroy organisations and professional reputations. You and your organisation could be victims of fraud by employees, suppliers or clients, or you may find that weak controls allow fraudsters to use your organisation to commit crimes. However, fraud can be a manageable threat if approached in the correct way.

Fee £480 CPD UNITS 8

What will I get out of it? • understanding of the modern anti-fraud framework, including review of the principal changes brought about by the Fraud Act 2006 • knowledge of the changes in professional standards regarding the fight against fraud • knowledge of how to build a risk-based fraud management strategy to help reduce the threats • understanding ‘people risk’ and how to manage it • ability to assess your firm’s vulnerability to fraud. Key features • internal and external fraud and latest trends in business fraud • five-point fraud prevention plan • policies and hotlines • the importance of deterrence and the ‘perception of detection’ • data mining and covert techniques • building effective fraud controls. Who should attend? Front office professionals, managers responsible for operations, risk managers, MLROs (nominated officers), compliance officers.

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NEW

to book your place email [email protected] or call 020 7059 5910

NEW Managers and the Law A new course designed to inform company officers and senior managers of their principal legal obligations. It begins with a look at who the different officers are, including executive and non-executive directors. The course will also cover the company’s constitution, meetings and reporting structures (with particular emphasis on how the underlying law can be used to make meetings more effective), the role of the auditor, and finally employment matters as they affect senior management. What will I get out of it? • understanding of company officers and their powers and duties • ability to run effective meetings.

Dates and Location 23 March (09.15 – 17.00), London 27 October (09.15 – 17.00), London Lecturer Mike Griffiths LLB LLM ACIArb Consultant, Lecturer and Writer Fee £480 CPD UNITS 8

Key features • who are the company’s officers? • know your powers • reporting structures within companies • proper use of meetings • proper use of the auditor • dealing with employees • safety issues. Who should attend? Directors, secretaries, accountants and anyone else involved in the management of companies.

sarbanes-oxley An introduction to the Sarbanes-Oxley (SOX) legislation. What will I get out of it? • comprehensive knowledge of the Sarbanes-Oxley Act and its impact • update on the latest developments • understanding of the benefits of streamlined implementation. Key features • overview of the Act • how the 2007 changes have impacted on requirements and practice – SEC Rule – PCAOB Auditing Standard No. 5 • the certification/reporting requirements of s302, s404 and s906 • criminal sanctions • global reach of the US Department of Justice and the PCAOB • SOX on audit committees and independent directors • s404 on internal financial control assessment, reporting and audit – management duties and approach – internal audit involvement – understanding ‘significant deficiencies’ and ‘material weaknesses’ – external auditor involvement and approach – control frameworks to use – UK Combined Code and Turnbull implications.

Date and location 21 October (09.15 – 17.00), London Lecturer Professor Andrew D Chambers BA FCCA CEng FCA FIIA FBCS CITP FRSA Management Audit LLP Fee £460 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? Anyone who needs to understand the Sarbanes-Oxley legislation and its impact; CEOs and CFOs with SOX certification responsibilities; internal auditors and accountants undertaking s404 assessments and external auditors advising clients on SOX compliance.

DIRECTORY OF COURSES

IN-DEPTH COURSES

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IN-DEPTH COURSES law and regulation

01 Dates and Location 14 – 15 January (09.30 – 17.00), London Lecturer Steve Robinson ASI Consultant and Lecturer Fee £895.00 ACCA and MSI Members £626.50 ASI Members £716.00 FSI Members £581.75 CPD UNITS 16

Understanding Regulation and Compliance NEW This two-day workshop gives a practical overview of compliance issues and a detailed understanding of the approach taken by the FSA. Delegates will gain a clear working knowledge of the FSA rules and regulations and understand other areas of regulation such as market abuse and anti-money laundering. What will I get out of it? • ability to approach compliance with confidence • understanding of the FSA’s approach to regulation • consideration of the impact of recent changes • explanation of detailed sections of the FSA Handbook • understanding of ancillary legal aspects relevant to the securities industry. Key features • introduction to regulation • approval • principles for businesses • conduct of business rules • financial rules • complaints • insider dealing • model code for directors dealing • market abuse • money laundering • recent developments Who should attend? Compliance officers and managers, heads of regulatory affairs/compliance, heads of AML/financial crime, heads of oversight, legal officers, internal audit managers, risk managers and training managers.

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to book your place email [email protected] or call 020 7059 5910

What will I get out of it? • a practical update on how companies have coped • an understanding of the problem areas • help in identifying where claims are missed.

IN-DEPTH COURSES

The reform of capital allowances last year saw a major change for both small and large companies. This course will consider the practical consequences of the changes, and lessons learned.

Dates and Location 1 June (09.30 – 13.00), London 12 October (09.30 – 13.00), London

TAXATION

NEW CAPITAL ALLOWANCES

Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant Fee £260

Key features • plant and machinery writing down written down! • hybrid rates of writing down • the annual investment allowance • treatment of motor vehicles • integral assets – identification • industrial buildings and agricultural land and buildings • an update on large company repair and renewal issues.

CPD UNITS 4

Who should attend? Accountants and advisors involved in this area.

NEW construction industry scheme The course will look at how HMRC has implemented the scheme. It will focus on the key problems faced by contractors and subcontractors, providing key tips on how you can comply with the scheme. What Will I Get out of it? • an appreciation of the mechanics of a scheme which is seen by HMRC as an essential weapon against avoidance of tax in the construction industry • details of the problems and pitfalls awaiting the unwary. Key Features • ‘the lump’ – an unattractive name for an unattractive practice • the verification process and dangers for main contractors • monthly returns and the certification process • status enquiries and the distinction between employment and self-employment in the context of the building industry • recent case law developments.

Date and Location 23 March (09.30 – 13.00), London Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant Fee £260 CPD UNITS 4

Why not choo date and locase your own course of yo tion for the ur choice? See page 59

for details

Who should attend? Accountants and advisers involved in the commercial and residential property development and investment field, who need an up-to-date appreciation of this significant area.

DIRECTORY OF COURSES

IN-DEPTH COURSES

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IN-DEPTH COURSES TAXATION

01 Dates and location 29 May (09.15 – 17.00), London 30 November (09.15 – 17.00), London Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant Fee £480 CPD UNITS 8

corporation tax UPDATE Corporation tax legislation is continually changing. It is therefore essential for finance professionals to keep up-to-date with significant developments in this field. This course provides a comprehensive update on changes introduced by recent Finance Acts and other legal developments. What will I get out of it? • understanding of the new rules introduced by recent Finance Acts • awareness of the pitfalls and problems which these new rules bring • the ability to develop planning strategies. Key features • liability to corporation tax • associated companies • extraction of profits • S419 and close companies • corporation tax reliefs, including recent reforms to corporate debt, intangible assets and substantial shareholdings • transfer pricing • International Financial Reporting Standards and the effect on taxation. Who should attend? All accountants wishing to gain an up-to-date understanding of the rapidly developing world of corporation tax.

DateS and location 29 April (09.15 – 17.00), London 15 December (09.15 – 17.00), London Lecturer Russell Cockburn BSc (Hons) AFTA Tax Consultant, Author and Lecturer, former Inspector of Taxes, Member Bluebell House Consultants LLP Fee £480 CPD UNITS 8

designing tax-efficient remuneration packages This course aims to provide delegates with an update on employee remuneration planning, including opportunities for the reduction of income tax and a review of current HMRC practices. It will also cover developments in the disclosure rules for tax avoidance as they affect employment-related products. What will I get out of it? • an update on remuneration planning techniques • a review of statute and case law on earnings and benefits • understanding of HMRC’s approach to tax avoidance in this area • a refresher on benefits and expenses and tax planning areas.

Key features • review of the employment earnings tax charge • elements of a tax efficient package • key areas on benefits and expenses • what constitutes payment of earnings for tax and PAYE? • potential application of the 2004 disclosure rules • some planning techniques and danger areas • share schemes and similar strategies • using service companies and other structures.

Who should attend? Anyone dealing with employees’ remuneration packages on a regular basis and involved to any extent with examining and planning the tax impact of current law and practice on those earnings.

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to book your place email [email protected] or call 020 7059 5910

international tax planning This course will cover an introduction to international taxation, the current use and possible reform of double tax agreements, the pitfalls of transfer pricing and thin capitalisation and how to minimise the dangers. It will give delegates an awareness of the issues involved, the ability to give general guidance to clients doing business with offshore entities, give advice on how to avoid or minimise double taxation, and how to avoid being caught up in international tax avoidance legislation. What will I get out of it? • overview of the key international tax developments to be considered by UK business.



Date and location 4 December (09.30 – 13.00), London Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant Fee £260 CPD UNITS 4

Key features • recent legal and case decisions and their impact • possible reform of double taxation rules for the UK and its effect • anti-avoidance provisions aimed at outward investment • transfer pricing issues and their implications for small as well as large businesses • treaty shopping and tax cost mitigation. Who should attend? Anyone involved in international tax planning.

P11D This course addresses the law underpinning employer compliance in the expenses and benefits field and related practical issues. It will cover the use and completion of forms P11D, P11D(b) and form P9D together with associated benefits reporting such as the use of PAYE settlement agreements. The National Insurance aspects will be addressed and the distinction between Class 1, 1A and 1B contributions will be considered. What will I get out of it? • a sound theoretical base from which to understand the practical issues • increased protection against errors being found during an HMRC employer compliance visit. Key features • coverage of employers’ benefits reporting • awareness of the National Insurance consequences and the distinction between Class 1, 1A and 1B NICs • legislation governing employers’ obligations in reporting expenses and benefits in kind • how to address practical problems that occur • associated NIC issues: when Class 1, Class 1A or Class 1B contributions are due and by whom • when to use forms P9D and P11D • dispensations and minimising the need for P11D completion • how to enter into a PAYE settlement agreement, when to use it and how to calculate the tax and NICs.

DateS and location 25 March (09.30 – 13.00), London 7 October (09.30 – 13.00), London Lecturer Lesley Fidler MA MSc CTA Chartered MCIPD Director, Baker Tilly Fee £260 CPD UNITS 4

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? Those who prepare their organisation’s P11Ds or are responsible for their employer’s HMRC returns.

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IN-DEPTH COURSES

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IN-DEPTH COURSES taxation

01 DateS and location 27 April (13.30 – 17.00), London 1 October (09.30 – 13.00), London Lecturer Russell Cockburn BSc (Hons) AFTA Tax Consultant, Author and Lecturer, former Inspector of Taxes, Member Bluebell House Consultants LLP Fee £260 CPD UNITS 4

paye and employer compliance visits A detailed look at how to deal with HMRC inspections of employers records and specific compliance reviews. What will I get out of it? • a checklist of key danger areas • knowledge of HMRC powers and procedures • understanding of how to prepare for and deal with the inspection process • guidance on negotiating settlements and mitigating the costs. Key features • why do inspections take place? • review of P11D benefits and expenses rules • using dispensations and settlement agreements • detailed review of HMRC statutory powers • what to look for in advance of the visit • dealing with specific danger areas and technical difficulties • survival techniques during an inspection • applying the new interest and penalties regime. Who should attend? Anyone dealing with employer payroll issues or employee tax compliance on a regular basis or who is likely to have to deal with HMRC on a PAYE or benefits compliance inspection or dispute.

Dates and location 6 April (09.15 – 17.00), London 6 October (09.15 – 17.00), London Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant Fee £480 CPD UNITS 8

PROPERTY TAX RELIEFS This course will give you an appreciation of the changing climate for commercial property ownership, where new reliefs are being introduced as old reliefs are being phased out. What will I get out of it? • an awareness of the opportunities available to property owners to boost relief by various amounts from nil to 10%, to 50% or even a maximum of 100% in different situations • problems and pitfalls to catch the unwary and prevent these attractive reliefs becoming available. Key features • phasing out of the industrial buildings and agricultural land and buildings allowances • enterprise zone allowances withdrawal • integral assets – a new class of plant and machinery allowances at 10% • energy-efficient assets – the alternative at 100% • renovation of empty business premises • residential accommodation above business property • landlord’s energy savings allowance implemented for company land remediation allowances and their extention – a solution to Japanese Knotweed at last? Who should attend? Accountants and advisers involved in the commercial property field who need to get a view of the complex system of allowances and reliefs emerging from the Treasury, and those concerned with exploitation of commercial property from both a practical and a compliance perspective.

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to book your place email [email protected] or call 020 7059 5910

VAT and Cross-Border Transactions – are you getting the VAT right? This course is designed to take delegates through the VAT implications of buying goods and services from, or selling them to, other countries within the EU and beyond. What will I get out of it? • understanding of the reporting and financial implications of cross- border transactions • knowledge of how to avoid the common pitfalls in VAT obligations • understanding of the significance for accounting systems of the differing VAT treatments of common cross-border supplies.

Dates and location 20 April (09.30 – 13.00), London 29 October (09.30 – 13.00), London Lecturer Malcolm Greenbaum ACA CTA Trainer and Consultant Greenbaum Training and Consultancy FEE £260 CPD UNITS 4

Key features • treatment of supplies of goods to states inside and outside the EU • treatment of purchases of goods from states inside and outside the EU • supplies of services – place of supply rules to determine correct VAT treatment • receipt of supplies – when to apply the ‘reverse charge’ procedure and how it works • the difference between goods and services under VAT law – practical examples • reclaiming VAT suffered in other EU countries. Who should attend? Anyone who is responsible for ensuring VAT compliance within their organisation, and practitioners with clients who engage in, or who are planning to engage in, cross-border activity.

VAT – THE ESSENTIALS This course will explain the legal requirements of VAT and give an insight into how to avoid the pitfalls. It will cover the recent changes in legislation and policy on VAT. What will I get out of it? • comprehension of basic VAT legislation and requirements • awareness of issues and errors HMRC look for on compliance visits • fuller understanding of rules to enable compliance. Key features • the scope of VAT, when and at what rate? • types of supply: is it goods or services? • VAT registration and deregistration issues • common mistakes in accounting for VAT • record-keeping requirements and HMRC policy • VAT penalties • trading in Europe and beyond: the VAT consequences.

DateS and location 27 May (09.15 – 17.00), London 6 October (09.15 – 17.00), London Lecturer Simone Hurst VAT Director, BTG Tax Fee £480 CPD UNITS 8

Save £60 whe n you book two in-depth courses, or sa ve £90 when yo u book three

Who should attend? All staff dealing with VAT issues.

DIRECTORY OF COURSES

IN-DEPTH COURSES

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IN-DEPTH COURSES taxation

01 DateS and location 1 April (13.30 – 17.00), London 16 October (13.30 – 17.00), London Lecturer Simone Hurst VAT Director, BTG Tax Fee £260 CPD UNITS 4

VAT – Introduction to Land and Property This course will give you an understanding of the VAT liability of different land and property transactions. What will I get out of it? • understanding of VAT liability of property transactions and the implications for business • knowledge of the legal framework • better understanding of the common misconceptions of land, property and construction and VAT. Key features • VAT liabilities of property transactions • what are the main definitions and what do they mean? • option to tax i.e. election to waive exemption i.e. VAT registration of a property • input tax recovery • partial exemption implications and capital goods scheme • transfer of going concerns – how do they apply to property? • construction services – the liability minefield. Who should attend? Anyone involved in property transactions (residential or commercial).

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to book your place email [email protected] or call 020 7059 5910

IN-COMPANY TRAINING SERVICE ACCA UK’s Professional Courses offer quality training on your doorstep. You can choose from any of the courses in this directory or we can tailor a course specifically for your organisation at an affordable price. You control the content, location and date of an event whilst we take care of everything else.

WHAT WILL WE GET OUT OF IT? • relevant training that focuses on your organisation’s objectives • training when and where you want it • savings in travel, accommodation and time • opportunity to discuss information confidential to your organisation • increased competitiveness from a skilled and motivated workforce • a cost-effective way of training a large number of staff.

“

The session was really good and hit the right mark. The presenter was excellent and got great feedback. I would definitely use him again.

”

Justin Purkis, Financial Controller – Regulatory Reporting, Capita Group

“

PREVIOUS IN-COMPANY EVENTS • accounting in the USA • building internal reputation • business law update • company law update • finance for non-financial managers • financial and business ethics • implementing effective corporate governance • international financial reporting standards • practical aspects of private company acquisition and valuation • reaching your potential • risk management and internal control • taxation update • team building • UK GAAP and IFRS updates • VAT – the essentials • what’s new in UK financial reporting.

An exceptional speaker, the course was tailored perfectly to meet our exact requirements. Patrick Massey ADM Europe BV

”

DIRECTORY OF COURSES

To discuss your in-company training requirements, please call the Professional Courses team on 020 7059 5910

IN-DEPTH COURSES

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02

This programme covers key issues in the core areas of financial reporting, management accounting and taxation. It is available in a choice of formats – attend all three days at a discounted rate or choose individual seminars to suit your needs. Whatever you decide, we are confident you will find training that is informative, enjoyable and up-to-date

PROFESSIONAL COURSES

CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME DIRECTORY OF COURSES

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02 CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME

what will i get out of it? • the chance to learn about the latest changes to financial reporting standards • refreshed knowledge of issues in financial reporting • an overview of recent taxation developments • different approaches to value management • appreciation of underlying drivers of competitiveness.

CONTENTS

DATES AND LOCATIONS 6 – 8 May (09.30 – 17.30), London 6 – 8 October (09.30 – 17.30), Cardiff 9 – 11 November (09.30 – 17.30), London 24 – 26 November (09.30 – 17.30), Manchester 1 – 3 December (09.30 – 17.30), Edinburgh

Management Accounting Day 64 Value Management – Fact or Fantasy? 64 Staying Competitive in an Uncertain Environment

FEES All six seminars £915 Individual seminars £190 We recommend that you book the whole package (at a discounted rate) in order to gain maximum benefit. Fees include all seminar papers, lunch and refreshments. Please note that the order in which each day is presented varies depending on the programme location.

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Financial Reporting Day 63 Financial Reporting – Update and Refresher Part One 63 Financial Reporting – Update and Refresher Part Two



Taxation Day 65 Employee Tax Update 65 Business and Corporate Taxes Update

Need help choosing a course? book to book all your sixinseminars place email and [email protected] save £225 – see page 62 for more information or call Call our knowledgeable advisors on 020 7737 9654 to book your place call 020team 7059of 5910

What will I get out of it? • opportunity to look back at existing accounting standards and learn from the mistakes made by others • practical case studies to illustrate the way these standards should be applied.

LecturerS Charles Gubbins BSc CA Associate, Kaplan Financial Guy Loveday BSc (Econ) FCA Partner, Professional Training Partnership

Key features • SSAP 9 – stock and long term contracts • SSAP 20 – foreign currency • SSAP 21 – leasing • FRS 1 – cash flow statements • FRS 3 – reporting financial performance • FRS 4 – capital instruments • FRS 5 – reporting the substance of transactions (including application note G on revenue recognition and UITF 40) • FRS 6 – acquisitions and mergers • FRS 7 – fair values • FRS 8 – related party disclosures (if still in issue) • FRS 9 – associates and joint ventures • FRS 10 – goodwill and intangible assets • FRS 11 – impairment of fixed assets • FRS 12 – provisions.

CPD UNITS 4

FINANCIAL REPORTING – UPDATE AND REFRESHER PART TWO

Dates and locations 8 May (14.00 – 17.30), London 7 October (14.00 – 17.30), Cardiff 9 November (14.00 – 17.30), London 25 November (14.00 – 17.30), Manchester 1 December (14.00 – 17.30), Edinburgh

This seminar looks back at some of the existing standards and concentrates on practical problems concerning their application. In addition, delegates will look at the latest standards to have been issued, including the first international standards to be issued ‘in UK covers’. What will I get out of it? • opportunity to look back at existing accounting standards and learn from the mistakes made by others • case studies to illustrate the way these standards should be applied. Key features • the latest position on convergence with IFRS • FRS 15 – tangible fixed assets • FRS 17 – pensions • FRS 18 – accounting policies • FRS 19 – deferred tax • FRS 20 – share-based payments • FRS 21 – events after the balance sheet date • FRS 23 – foreign exchange • FRS 25 – financial instruments (presentation) • FRS 26 – financial instruments (measurement)* • FRS 28 – corresponding amounts • FRS 29 – financial instruments (disclosure)* • FRS 30 – relevant party disclosures (if issued) • any relevant new FRSs issued in the period leading up to the course.

CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME

At last! A course that doesn’t concentrate on the standards that have just been issued, but looks back at the earliest standards that are still in issue – including the remaining SSAPs and early FRSs – and concentrates on practical problems concerning their application.

Dates and locations 8 May (09.30 – 13.00), London 7 October (09.30 – 13.00), Cardiff 9 November (09.30 – 13.00), London 25 November (09.30 – 13.00), Manchester 1 December (09.30 – 13.00), Edinburgh

FINANCIAL REPORTING

FINANCIAL REPORTING – UPDATE AND REFRESHER PART ONE

020 7059 5910

LecturerS Charles Gubbins BSc CA Associate, Kaplan Financial Guy Loveday BSc (Econ) FCA Partner, Professional Training Partnership CPD UNITS 4

* FRS 26 and FRS 29 will be mentioned only briefly as most companies are currently exempt from the requirements of these standards.

DIRECTORY OF COURSES

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MANAGEMENT ACCOUNTING

CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME

02 Dates and locations 6 May (09.30 – 13.00), London 6 October (09.30 – 13.00), Cardiff 11 November (09.30 – 13.00), London 26 November (09.30 – 13.00), Manchester 2 December (09.30 – 13.00), Edinburgh Lecturer John McKenzie MBA Independent Consultant CPD UNITS 4

VALUE MANAGEMENT – FACT OR FANTASY? We know that managers and investors can be obsessed with short term results, including focusing on next quarter’s results. This failure to invest in long-term growth and the corporate scandals that have grabbed headlines further suggest scant regard has been paid to value creation principles. Executives have been seen to destroy the value they are supposed to be creating yet almost always claim that short-term investor and stock market pressure made them do it. The reality is that the principles of building shareholder value have not failed management but that management have betrayed those principles. The role of the accountant in promoting and policing those principles is paramount in ensuring success. What will I get out of it? • understanding of how value is created and destroyed and guiding management principles • recognition of both shareholder and stakeholder expectations and the management of conflicts between them • understanding of long run models of value creation • identification of internal and external key measures of value. Key features • Rappaport’s 10 basic governance principles for value creation • accounting techniques for estimating value • conflicts between short run investor expectations and value creation • taking the long run view of value creation • intangible values – the greatest contributors of all? • conflicts between shareholder and stakeholder value creation • communicating to investors.

Dates and locations 6 May (14.00 – 17.30), London 6 October (14.00 – 17.30), Cardiff 11 November (14.00 – 17.30), London 26 November (14.00 – 17.30), Manchester 2 December (14.00 – 17.30), Edinburgh Lecturer John McKenzie MBA Independent Consultant CPD UNITS 4

STAYING COMPETITIVE IN AN UNCERTAIN ENVIRONMENT This century has seen an explosion in competitiveness in almost every business sector. Uncertainty is at an all-time high, driven by economic upheavals, corporate scandals and large scale geo-political factors such as the energy and credit crunches. All this presents a huge challenge to the managers of a modern enterprise, and in turn produces pressure to be number one. This seminar examines essential principles of management, and the role of the accountant in their adoption. What will I get out of it? • practical management framework to mitigate the effects of uncertainty and competition • understanding of today’s accountant as the bridge between strategy, planning and effective action. Key features • drivers of competitiveness and uncertainty, and likely trends • shortcomings of traditional accounting processes and reportables • building a winning strategy and ensuring planning and budgetary focus are in alignment • matching enterprise competency and allocation of resources to what our customers value and expect • ensuring organisational structures and internal reporting and accounting focus don’t inhibit growth, entrepreneurship and talent • maintaining market focus – moving beyond revenue and margin analysis to lifetime value considerations • accounting for the business, not just the numbers...and smarter budgetary approaches • balancing measurement and control with freedom to act.

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Need help choosing a course? book to book all your sixinseminars place email and [email protected] save £225 – see page 62 for more information or call Call our knowledgeable advisors on 020 7737 9654 to book your place call 020team 7059of 5910

What will I get out of it? • update on recent developments • reminder of the key areas of employee taxes • planning points arising from recent changes • understanding of current topical issues.

Lecturer Russell Cockburn BSc (Hons) AFTA Tax Consultant, Lecturer and Author, former Inspector of Taxes, Member Bluebell House Consultants LLP

Key features • changes in the recent Finance Bill/Act • employee benefits and expenses developments • payroll changes and developments • recent case law decisions • HMRC statements of practice • current topics of interest • current planning issues and possibilities.

CPD UNITS 4

Business and Corporate Taxes Update This seminar will bring you up-to-date with all the major recent developments and improve your general corporate and business taxation knowledge. What will I get out of it? • update on recent developments • reminder of the key areas of corporate and business taxes • planning points arising from recent changes • understanding of current topical issues. Key features • changes in the recent Finance Bill/Act • corporation tax • capital allowances • VAT and other business taxes • recent case law decisions • HMRC statements of practice • current topics of interest • current planning issues and possibilities.

CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME

This seminar will bring you up-to-date with all the major recent developments and improve your general knowledge of tax law and practice for employees and directors.

Dates and locations 7 May (09.30 – 13.00), London 8 October (09.30 – 13.00), Cardiff 10 November (09.30 – 13.00), London 24 November (09.30 – 13.00), Manchester 3 December (09.30 – 13.00), Edinburgh

taxation

EMPLOYEE TAX UPDATE

020 7059 5910

Dates and Locations 7 May (14.00 – 17.30), London 8 October (14.00 – 17.30), Cardiff 10 November (14.00 – 17.30), London 24 November (14.00 – 17.30), Manchester 3 December (14.00 – 17.30), Edinburgh Lecturer Russell Cockburn BSc (Hons) AFTA Tax Consultant, Lecturer and Author, former Inspector of Taxes, Member Bluebell House Consultants LLP CPD UNITS 4

DIRECTORY OF COURSES

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Our Corporate Accountants’ CPD Conferences have been designed with accessibility and flexibility in mind. Each conference covers three key issues and takes place at four venues around the country

PROFESSIONAL COURSES

CORPORATE ACCOUNTANTS’ CPD CONFERENCES DIRECTORY OF COURSES

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03 CORPORATE ACCOUNTANTS’ CPD CONFERENCES

Dates and locations

contents

Conference A 20 May – Portsmouth 17 June – Leeds 29 June – London 6 July – Birmingham

Conference A 69 Topical Tax Issues 69 IFRS for Listed and Private Entities 69 Strategic Influencing.

Conference B 15 September – Portsmouth 23 September – Birmingham 1 October – Leeds 7 October – London Conference C 13 November – London 19 November – Portsmouth 23 November – Leeds 3 December – Birmingham All conferences take place between 10.00 – 17.00.

Fees Individual session £130 One conference £345 Two conferences £670 Three conferences £945

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Conference B 70 The Companies Act 2006 – Final Implementation 70 Using Risk Management to Enhance Your Business 70 Perceptive People Managers. Conference C 71 Corporation Tax Update 71 Gaining Strategic Business Insights 71 Shaping Up for Success.

take advantage of our discounts – see page 68 for more information book now on 020 7059 5910

CONFERENCE A 10.00 – 12.00 Session 1 topical tax issues

12.45 – 14.45 Session 2 ifrs for listed and private entities

15.00 – 17.00 Session 3 strategic influencing

This session will provide an update on current tax issues. It will focus on key changes introduced in the Budget/Finance Act, recent case law and the new tribunal system.

This session will compare the latest full versions of International Standards with the IFRS for Private Entities (due to be finalised in early 2009), and provide an indication of the progress made to date in worldwide convergence to one system of GAAP.

Organisations, departments and teams thrive on robust discussions and by getting crossorganisational agreement on the way forward. In order to achieve agreement, commitment and buy-in across the organisation, finance professionals may have to influence widely using a range of skills, tools and strategies.

Key Features • case law decisions from the new tax tribunal, and its structure • case law decisions from the High Court upwards • key announcements in budget statements affecting the major taxes and their implications • statements of practice and concessions – recent developments and changes • employment taxes – PAYE and NIC • corporate taxes – corporation tax • VAT and stamp duty land tax developments of general significance. Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant

Key features • an update on key recent changes to IFRS • the roadmap to convergence of IFRS and US GAAP in 2014 • the new IFRS for Private Entities – approach adopted in designing the IFRS – key differences compared with full IFRS – accounting options available in the IFRS – EU attitude to the IFRS • an update on UK convergence. Lecturer Charles Gubbins BSc CA Associate, Kaplan Financial

Key features • what is influence? • developing an influencing strategy • identifying key stakeholders • different approaches to engaging and influencing stakeholders • building consensus where there are differences in priorities and opinions • diagnosing the forces for and against change • a range of influencing styles and when to use them • applying the teaching to your own influencing situations. Lecturer Elaine Hynd BA (Hons) ALCM Consultant, Lumina Consulting

CPD Units Each session is the equivalent of 2 CPD units

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CONFERENCE B 10.00 – 12.00 Session 1

12.45 – 14.45 Session 2

15.00 – 17.00 Session 3

The Companies Act 2006 – Final Implementation

Using Risk Management to Enhance your Business

perceptive people managers

The Companies Act 2006 should, if BERR promises are adhered to, be fully in force on 1 October 2009. This provides an excellent opportunity for delegates to review some key provisions of the Act coming into force at the time of the conference. Key features • the new model articles • abolition of authorised capital • abolition of reserve capital • easier reduction of capital • changes to redeemable shares • abolition of the whitewash procedure in private companies • issue of shares under the new regime • the eighth commencement order.

Risk management is a crucial component of corporate governance but its true benefits are often overlooked. In addition to dealing with threats and having preventative measures to deal with unforeseen circumstances, this session shows how risk management can be used by organisations to enhance their businesses. Delegates will learn a number of techniques to help them achieve this. Key features • the true meaning of ‘taking a risk-based approach’ • key responsibilities and relationships • ‘4 Ts’ approach to risk management • modern risk management frameworks – from Turnbull to COSO to Basel II • the modern risk management toolkit • people risk and employee engagement.

Lecturer Mike Griffiths LLB LLM ACIArb Consultant, Lecturer and Writer

Lecturer Stephen Giles MA (Oxon) ACA Partner, Highview Consultants

We are all perceptive people; however, in the fast-paced world in which we live and work we sometimes struggle to access the perceptive part of ourselves. In this session we will look at how to become a more perceptive person by using our rapport skills to influence ourselves and others; focusing on the outcome of any interaction, rather than our position within that interaction; the impact that presuppositions have on ourselves and others and how to appreciate any situation from three unique perspectives. Key features • how to become a more perceptive person • understand the impact that our presuppositions have on us • perceptual positions: yours and theirs • using rapport as an influencing strategy • the eyes have it – the giveaway clues to how people think • why maintaining your outcome is more important than maintaining your position. Lecturer Margaret Zuppinger, Principal Training Consultant, Margaret Zuppinger Partnership Ltd.

CPD Units Each session is the equivalent of 2 CPD units

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book three conferences and take advantage of our discounted rate book now on 020 7059 5910

CONFERENCE C 10.00 – 12.00 Session 1

12.45 – 14.45 Session 2

15.00 – 17.00 Session 3

Corporation Tax Update

gaining strategic business insights

shaping up for success

Corporation tax (CT) legislation is continually changing. It is therefore essential for finance professionals to keep up-to-date with significant developments in this field. This session provides a comprehensive update on changes introduced by recent Finance Acts and other legal developments.

Business decisions are too often based on financial projections but without a clear understanding of the strategic drivers of performance. This session provides a simple guide to understanding strategy, competitive position and value drivers. Delegates will be provided with insights to help them make better business decisions. Key features • understanding the essentials of strategic analysis • evaluating competitive position • understanding industry life cycle • analysing value drivers • assessing business performance • making better business decisions.

Being in shape intellectually, emotionally and physically is essential to ensure we operate at our peak and are able to meet the everincreasing demands of work and home. The perceptions that we have about ourselves and others, how we think, how we look and how we feel about ourselves, drive our performance at work and determine our success.

Key features • changes to the structure of charge to corporation tax • possible alterations to the concept of associated companies • CT reliefs considered from losses to corporate venture scheme investment • transfer pricing and CFC regulations from a practical perspective • possible significant reform to double tax relief • changes in the most recent Finance Act • recent case law developments.

Lecturer David Smith BSc, FCA Lecturer and Consultant

Key features • presenting a more influential and confident image to maximise your professional impact • increasing your self-confidence and self-esteem • experiencing an enhanced sense of well- being and feeling more in control of your life • shaping a compelling future for yourself and achieving personal aspirations. Lecturer Lisa Milnor ACA BSc Director, Shaping Clarity

Lecturer Paul Soper FCCA Tax Lecturer, Broadcaster and Consultant

CPD Units Each session is the equivalent of 2 CPD units

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ACCA UK’s Residential Update for Accountants provides a relaxed environment in which to update your skills and gain CPD. You can network and brainstorm, benefiting from the experience of your peers as well as our expert speakers

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04 RESIDENTIAL UPDATES FOR ACCOUNTANTS To give you maximum benefit from the training, the update offers a choice of 11 out of 29 sessions – so you study the topics that interest you most. The update commences on Thursday and concludes on Saturday.

DATES AND LOCATIONS Spring Update for Accountants 26 – 28 March Cotswold Water Park Four Pillars Hotel, Gloucestershire Autumn Update for Accountants October Dates and venue to be advised FEES £1380 The fee includes accommodation, meals, light refreshments, lectures, course material for all sessions and teaching facilities. Early booking discount Enjoy savings of £80 with our early booking discount. Spring Update for Accountants Discounted fee: £1300 when you book before 5 March 2009. Accommodation Accommodation is of a four-star deluxe standard. Ensuite bedrooms are equipped with TV, radio, telephone and tea and coffee-making facilities.

What will I get out of it? • an ideal learning environment situated away from office interruptions • the expertise of speakers chosen for their knowledge and their ability to communicate • a choice of 11 out of 29 subject sessions • supporting papers with each session to provide a continuing source of reference • the chance to network with fellow finance professionals. Benefits to your organisation • a flexible programme that responds to different organisations’ requirements • a programme that covers skills directly affecting the bottom line • cascade learning – knowledge gained by one person filters through the organisation • highly skilled finance professionals that set you apart from competitors • the enhanced reputation that effective training brings.

Previous topics have included Accounting Standards Update A Practical Guide to Commercial Contracts Financial Crime Threats – How Well do you Manage Them? Risk and How to Manage it Effectively in the 21st Century Employment Law in Practice The Essential Guide to Benefits in Kind: An Update The Credit Crunch – Effect on Markets, Finance and the Economy Topical Direct Tax Issues Capital Allowances VAT – Are You Up To Date With Recent Changes? Treasury Management During the Credit Crunch Lean Finance Managing for Value Homogenise or Diversify? How to Build Winning Teams Top Team Toxins and their Antidotes Corporate Politics – How to Play the Game 360˚ Motivation – Motivating Yourself and Those Around You A full programme for each update will be circulated to members in a separate brochure in 2009.

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trouble explaining the numbers?

Financial Awareness for Non-Financial Managers In a time of economic turbulence, it is vitally important that colleagues understand what you are telling them. Finance is a foreign language to many people. This short course will explain and demystify finance and explain how commercial actions affect the business financially. Finance is not rocket science! What will they get out of it? • understanding of financial jargon • ability to recognise the financial effects of management decisions • ability to read and interpret profit and loss accounts, balance sheets and cash flow statements • ability to discuss financial matters with the finance department and understand what they are talking about.

Key features • the financial model • importance of margin, the effect of fixed costs and the breakeven point • the significance of working capital, including the importance of stock and credit control • in a recession ‘cash is king’ – the importance of cash flow and budgeting.

Who should attend? All those who need to understand the financial implications of trading in the current economic climate.

Dates and location 3 April (09.15 – 17.00), London 9 October (09.15 – 17.00), London Lecturer Nigel L Smith FCA FCCA Principal, The Financial & Management Training Consultancy

To book, or for information on running this course on an in-company basis, please contact the Professional Courses team at [email protected] or 020 7059 5910.

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Our suite of Management and Personal Development Training provides essential learning to enable you to enhance your productivity, improve your effectiveness as a manager and progress your career

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05 MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING Attend individual seminars, a complete seminar programme or design your own learning programme to suit your needs.

DATES AND LOCATION

CONTENTS

Essential development skills 22 – 24 April, London 17 – 19 November, London

Essential development skills 79 Successful Networking 79 Effective Communication 80 Personal Effectiveness 80 Managing Upwards 81 Persuading and Influencing 81 Rewarding Negotiations

Essential business skills 22 – 24 June, London 30 November – 2 December, London Essential management skills 14 – 16 July, London 8 – 10 December, London FEES Any six seminars £915 Individual seminar £190

Essential business skills 82 Effective Report Writing 82 Powerful Presentations 83 Managing and Participating in Meetings 83 Improving Your Project Management 84 Working Effectively in Teams 84 Problem Solving Essential management skills 85 The Exceptional Delegator 85 Motivating Individuals and Teams 86 Delivering Team Potential 86 Managing for Peak Performance 87 Delivering and Managing Change 87 Conflict Management

One day courses 88 Exceptional Presentation Skills for the Finance Function 89 NEW Understanding and Managing People Risk Half day course 88 Speeding Through Your Paperwork

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Fees Half-day course £260 One-day course £480

Limited Numbers Please note that for both seminars and courses, numbers are limited to allow for extensive interaction.

to book your place email [email protected] or call 020 7059 5910

SEMINAR A – SUCCESSFUL NETWORKING

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

What will I get out of it? • learning how to develop a wide network of contacts –both within and outside the organisation, improving your effectiveness in information gathering and dispersal • increased knowledge base through using your expanded network of contacts to raise your own and your company’s profile in the market- place • increased ability to help your business achieve its strategic objectives.

ESSENTIAL DEVELOPMENT SKILLS

Dates and location 22 April (09.30 – 13.00), London 17 November (09.30 – 13.00), London Lecturer Tony Bray Partner, Aquarius International CPD UNITS 4

Key features • understand the benefits of networking • questionnaire – how well do you network? • develop interpersonal skills to improve networking performance • win it in a minute – making a positive first impression • improve the structure of networking activity • design an action plan for future networking • practising skills learned within the interactive group session

SEMINAR B – EFFECTIVE COMMUNICATION

Dates and location 22 April (14.00 – 17.30), London 17 November (14.00 – 17.30), London

What will I get out of it? • key skills for effective communication in different situations • recognition of the need to communicate with different people in different ways • increased effectiveness in getting your message across • improved ability to write clear instructions and procedures. Key features • which medium is right for the message • the impact of body language in communication • discovering a model for making requests and getting positive results • becoming skilled at asking effective questions • the power of active listening • discover which communication medium you are most comfortable with – and that of others • writing accurate and effective instructions and procedures • talking the language of your listener.

DIRECTORY OF COURSES

Lecturer Tony Bray Partner, Aquarius International CPD UNITS 4

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ESSENTIAL DEVELOPMENT SKILLS

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

05 Dates and location 23 April (09.30 – 13.00), London 18 November (09.30 – 13.00), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

SEMINAR C – PERSONAL EFFECTIVENESS What will I get out of it? • greater personal productivity • stronger focus on key deliverables • improved track record in meeting deadlines • feeling more in control and less pressured • increased time to think, plan and look ahead. Key features • the critical aspects of managing yourself and your time • ways to work smarter, not just harder or longer • avoiding urgency addiction – balancing thought and action • setting and sustaining priorities • identifying and dealing with time stealers • making time for tasks with long-term value • coping with multiple demands • managing deadlines and planning to avoid crises • turning good intentions into sustainable action.

Dates and location 23 April (14.00 – 17.30), London 18 November (14.00 – 17.30), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

SEMINAR D – MANAGING UPWARDS What will I get out of it? • a more productive relationship with your boss(es) • greater clarity of mutual expectations • improved ability to initiate change and improvements • more effective anticipation and resolution of problems. Key features • my boss and I – how do we see one another? • how am I judged – getting true clarity of expectations • extra complications: – multiple bosses – remote locations – dotted reporting lines • the impossibly busy boss: getting access without nagging • keeping ahead of the game: initiating rather than waiting to be asked • anticipating and pre-empting problems

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to book your place email [email protected] or call 020 7059 5910

SEMINAR E – PERSUAding AND INFLUENCING

Dates and location 24 April (09.30 – 13.00), London 19 November (09.30 – 13.00), London

What will I get out of it? • improved relationships with key colleagues • enhanced confidence when dealing with challenging interpersonal situations • development of a flexible and effective influencing style • raised personal profile.

Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Key features • understanding how others see you in influencing situations • identifying what you need to change • diagnosing how others think, feel and behave • taking the initiative – how to begin influencing earlier in the process • key skills and techniques revisited • building the impact of your case • influencing without authority • managing conflict effectively.

SEMINAR F – REWARDING NEGOTIATIONS

Dates and location 24 April (14.00 – 17.30), London 19 November (14.00 – 17.30), London

What will I get out of it? • clearer insight into the keys to successful negotiations • a practical approach to the preparation and conduct of a range of negotiations • improved confidence in negotiation situations • the ability to find win/win approaches to difficult negotiations. Key features • barriers to effective negotiation • getting to the real issues – identifying the problem • preparing more effectively (and boosting your confidence) • establishing your bottom line • putting yourself in their shoes • trading concessions successfully • avoiding and unlocking deadlock • gaining agreement and commitment • dealing with conflict and aggression • effective team negotiation.

DIRECTORY OF COURSES

Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Numbers are limited, so bo ok early to secu re your place

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ESSENTIAL BUSINESS SKILLS

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

05 Dates and location 22 June (09.30 – 13.00), London 30 November (09.30 – 13.00), London Lecturer Judi Geisler BA ACA Partner, Aptus Training Consultants CPD UNITS 4

SEMINAR A – EFFECTIVE REPORT WRITING What will I get out of it? • improved clarity of points made in reports • enhanced impact of the content of reports • reduced time spent redrafting reports • increased personal and company reputation by raising report quality. Key features • turning data into written information • structured approach for preparing effective reports • effective writing – using the ‘fog index’ • identifying a clear objective • layout – selecting and shaping the material • conclusions and recommendations • presenting the report • personal feedback on your current writing style.

Dates and location 22 June (14.00 – 17.30), London 30 November (14.00 – 17.30), London Lecturer Judi Geisler BA ACA Partner, Aptus Training Consultants CPD UNITS 4

SEMINAR B – POWERFUL PRESENTATIONS What will I get out of it? • increased confidence when presenting and reduced nervousness • greater impact and a better impression • increased persuasiveness • more effective preparation of your presentation • ability to avoid death by PowerPoint. Key features • determining objectives for your presentation • researching your audience and adapting your presentation • using visual aids • checking the logistics • making a good start and a stunning finish • getting your message across • handling questions.

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to book your place email [email protected] or call 020 7059 5910

SEMINAR C – MANAGING AND PARTICIPATING IN MEETINGS What will I get out of it? • increased value gained from participating in meetings • greater impact and more influence • skills to build your own reputation when participating in meetings • improved ability to make points effectively • improved quality of output from meetings • reduction of time wasted in meetings • improved reputation of company in meetings with third parties.

Dates and location 23 June (09.30 – 13.00), London 1 December (09.30 – 13.00), London Lecturer Judi Geisler BA ACA Partner, Aptus Training Consultants CPD UNITS 4

Key features • essential preparation before the meeting • influencing the agenda • making an impact non-verbally • techniques to raise your profile and improve your reputation • asking the right questions • making points effectively • shaping the action plan.

SEMINAR D – IMPROVING YOUR PROJECT MANAGEMENT What will I get out of it? • increased clarity on your own role and those of other key stakeholders • improved understanding and management of key risk areas in projects • greater confidence in your own ability to manage complex projects • enhanced skills for managing team members • reduced exposure of your organisation to unidentified or unmanaged project risks • more high-quality projects delivered on time and within budget • managers who are capable of multi-tasking. Key features • the role of the project leader • setting the scope and agreeing objectives • managing key risks • managing expectations • working as a team • high-level planning • establishing milestones and deliverables • monitoring progress • reviewing performance.

Dates and location 23 June (14.00 – 17.30), London 1 December (14.00 – 17.30), London Lecturer Judi Geisler BA ACA Partner, Aptus Training Consultants CPD UNITS 4

Book your the resident place on ial update and get 21 CPD units See page 74 fo r more inform

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ESSENTIAL BUSINESS SKILLS

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

05 Dates and location 24 June (09.30 – 13.00), London 2 December (09.30 – 13.00), London Lecturer Tony Bray Partner, Aquarius International CPD UNITS 4

SEMINAR E – Working effectively in teams What will I get out of it? • increased ability to work harmoniously with your work colleagues • greater understanding of how you contribute to your team’s success • awareness of the informal roles you adopt within your team and how they are valued • greater ability to establish and build effective working relationships • ability to say ‘no’ gracefully without damaging relationships • confidence to confront unhelpful behaviour in a positive way. Key features • difference between groups and teams • the Belbin team roles model • understanding how your colleagues like to communicate • diffuse difficult situations • saying ‘no’ gracefully • reach consensus • sharing knowledge and expertise.

Dates and location 24 June (14.00 – 17.30), London 2 December (14.00 – 17.30), London Lecturer Tony Bray Partner, Aquarius International CPD UNITS 4

SEMINAR F – PROBLEM SOLVING What will I get out of it? • ability to think ‘outside the box’ • creative solutions to existing problems • easy-to-follow steps and models to help you develop workable solutions to new or familiar problems. Key features • overcoming barriers to creative thinking • four-step structure for effective problem solving • exploring different approaches to free up the mind • Edward de Bono’s ‘Six Thinking Hats’ • developing tools and techniques • practical exercises using creative techniques on delegates’ own work problems.

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to book book anyyour six seminars place email [email protected] save £225 – see page 78 for more information or call 020 7059 5910

What will I get out of it? • greater confidence in the act of delegation • more time to add more personal value • quicker and more consistent building of capability amongst direct reports • fewer corrections, resulting in improved quality • improved morale and team motivation.

Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Key features • time, delegation and personal leverage • why we don’t delegate (and why and when we should) • barriers to effective delegation • critical success factors • finding the ‘investment time’ to show people how • giving genuinely constructive and effective feedback • how to accelerate people up their competence curve • what to do when they ‘just don’t get it’ • getting the interpersonal bits right – briefing, monitoring and feedback • matching your delegation approach to the needs of the task and the individual.

SEMINAR B – MOTIVATING INDIVIDUALS AND TEAMS What will I get out of it? • ability to identify and harness the motivation of different people • improved ability to generate ‘discretionary effort’ • enhanced staff morale and reduced turnover • greater effectiveness in maintaining motivation over the medium and long term. Key features • identifying individual work values and preferences • aligning individual motivation and team/departmental goals • me on a bad day – how my team see and experience me • the behaviours and language that trigger motivation – and those that don’t! • maintaining motivation when we’re all under pressure • motivating ‘disaffected followers’ • creating and retaining a sense of belonging • helping people to help themselves • looking longer term – avoiding short-term fixes and ‘knee-jerk’ reactions • motivating yourself to do things differently.

DIRECTORY OF COURSES

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

Dates and location 14 July (09.30 – 13.00), London 8 December (09.30 – 13.00), London

ESSENTIAL MANAGEMENT SKILLS

SEMINAR A – THE EXCEPTIONAL DELEGATOR

Dates and location 14 July (14.00 – 17.30), London 8 December (14.00 – 17.30), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Design your ow schedule by n learning m matching be ixing and tween the three program mes

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ESSENTIAL MANAGEMENT SKILLS

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

05 Dates and location 15 July (09.30 – 13.00), London 9 December (09.30 – 13.00), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

SEMINAR C – DELIVERING TEAM POTENTIAL What will I get out of it? • clearer insight into the keys to successful teamworking • enhanced ability to provide appropriate leadership • techniques to encourage collaborative working and greater collective responsibility • a more rewarding and productive team environment. Key features • characteristics of outstanding teams • when is a team not a team? • balancing the needs of task, team and individual • stages of team development • qualities of effective leadership • promoting appropriate followership • managing project and inter-departmental teams • creating a positive team climate • making it work in practice.

Dates and location 15 July (14.00 – 17.30), London 9 December (14.00 – 17.30), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

SEMINAR D – MANAGING FOR PEAK PERFORMANCE What will I get out of it? • identification of key issues associated with performance management • improved individual and therefore team performance • ability to spend ‘people management’ time more effectively and with clearer benefits • enhanced reputation for successful people management. Key features • how are we doing – understanding the real scope for improvement • keys to managing intellectual capital • how will they be judged – giving people real clarity of objectives • giving the appraisal process life and meaning • addressing underperformance and the poor performer • getting people to commit to change • performance coaching in a time pressured world • managing the strong performer: – ensuring that you find the time – identifying development needs – challenging people to stretch themselves – converting good to excellent • translating ‘people management’ good intentions into structures and sustainable action.

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to book your place email [email protected] or call 020 7059 5910

SEMINAR E – DELIVERING AND MANAGING CHANGE What will I get out of it? • greater understanding of the impact of change on managers and their teams • insights into the causes of ‘change failure’ • practical approaches to a range of change situations • enhanced ability to lead yourself and others through periods of change • improved self-confidence when acting as a ‘change agent’ for your organisation.

Dates and location 16 July (09.30 – 13.00), London 10 December (09.30 – 13.00), London Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Key features • when change fails – lessons from the wider world • successful and sustainable change – critical success factors • why people resist change, and what this means for managers • managing individual attitudes to change: dealing with poor commitment and under-performance • keeping the ‘show on the road’ – maintaining performance, quality and customer service during organisational change • communication problems during change • the manager as key communicator – consulting, listening and briefing • leadership behaviours during change and uncertainty • bringing it all together – the manager as change agent: clarifying behaviours, responsibilities, communication channels.

SEMINAR F – CONFLICT MANAGEMENT

Dates and location 16 July (14.00 – 17.30), London 10 December (14.00 – 17.30), London

What will I get out of it? • understanding of why interpersonal conflict arises – and its impact on yourself and others • ability to pre-empt conflict by recognising early warning signs • confidence to tackle rather than avoid difficult issues • a range of approaches to resolve conflicts • realistic ways to deal with entrenched problems that don’t respond to day-to-day interventions • understanding of the impact that personal style has on others – and the ability to change your behaviour accordingly. Key features • sources of conflict at work – and typical responses • self-diagnosis – personal traps and habits • heightening personal awareness – recognising the signs in others • conflict resolution strategies • matching the approach to the situation • developing flexibility – responding to different behaviours and styles • handling emotion in conflicts – yours and theirs • interpersonal behaviours in conflict – do’s and don’ts • managing your personal brand.

DIRECTORY OF COURSES

Lecturer Ingle Dawson BA ACA Director, IDG Limited CPD UNITS 4

Why not choo date and locase your own course of yo tion for the ur choice? See page 59

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additional COURSES

MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING

05 Dates and location 7 July (09.15 – 17.00), London 12 November (09.15 – 17.00), London Lecturer Margaret Zuppinger Principal Training Consultant Margaret Zuppinger Partnership Ltd Fee £480 CPD UNITS 8

EXCEPTIONAL PRESENTATION SKILLS FOR THE FINANCE FUNCTION Presentations give us a wonderful opportunity to grab people’s attention, captivate their hearts and minds, and inspire and motivate them into thoughts and actions they might never before have considered. An average presentation will not, cannot, achieve that; however, by using simple, compelling strategies, an exceptional one will. What will I get out of it? • renewed confidence and composure • a personal style, and presentation structure • clarity about what you have to offer to your clients • understanding of the added value you bring to your presentation. Key features • how to create the right impression, first time, every time • increased confidence in influencing your listeners with power and presence • be yourself whilst you present – using yourself as your best presentation tool • know your audience • how to make your delivery dynamically your own • introduction to the 4i Strategy • using technology to enhance your presentations, not dominate them • opportunities for you to present and receive quality feedback. Who should attend? Professionals working within the finance sector who need to get their ideas across with authority and clarity, to inspire thought and action in any audience they deliver to.

Dates and location 1 April (09.30 – 13.00), London 8 September (09.30 – 13.00), London Lecturer Di McLanachan BA Managing Director, Learning Curves Personal Development Ltd Fee £260 CPD UNITS 4

SPEEDING THROUGH YOUR PAPERWORK As the level of available information in the world increases, the ability to absorb it efficiently has become more and more vital to personal productivity and success. The people who are achieving serious success today are those who can quickly read, process and apply large quantities of relevant information from reports, books, magazines, newspapers and the internet. This course covers techniques that will enable you to easily double your reading speed without any reduction of comprehension. What will I get out of this? • a new and faster way of reading • techniques for reducing eye strain when reading • reduction of time needed to read documents • more time in the working week. Key features • reading speed checked at beginning of the course and again at the end, normally a 100% improvement is achieved • factors that slow down and speed up reading • creating the optimal ‘reading state’ • the effect of music on reading, comprehension and memory • overview of material to understand structure and content • displacing myths and limiting beliefs about reading. Who should attend? Anyone who feels overwhelmed by the amount of written material they face each day.

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to book your place email [email protected] or call 020 7059 5910

NEW UNDERSTANDING AND MANAGING PEOPLE RISK One of the keys to success in business is to have an engaged and committed workforce. This course will analyse the crucial areas of ‘people risk’ faced by all businesses, and give you some tools and techniques to better manage them in the future, thereby adding value to your business WHAT WILL I GET OUT OF IT? • understanding of the key components of people risk – incompetence, corruption and negligence • awareness of how to improve performance in all three areas • behavioural ‘red flags’ around fraud and corruption • knowledge of the Gallup ‘Q.12’ database and how to use its findings to improve employee engagement.

DATES AND LOCATION 6 May (09.15 – 17.00), London 6 November (09.15 – 17.00), London Lecturer Stephen Giles MA (Oxon) ACA Partner, Highview Consultants Fee £480 CPD UNITS 8

KEY FEATURES • modern frameworks and techniques – CoCo model and Gallup research results • consequences of failure to address people risk • fraud prevention plan and the key anti-fraud controls • examples of employee ethics surveys • codes of conduct – workplace deviation exercise and discussion • Gallup ‘Q.12’ questionnaire • anti-fraud and ethics policies. WHO SHOULD ATTEND? Risk managers, internal auditors, HR officers, team leaders and anyone responsible for managing people.

Numbers are limited, so bo ok early to secu re your place

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Improve your I.T. literacy with our range of courses, brought to you by PASS Training Ltd

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I.T. TRAINING COURSES

Courses are hands-on and each delegate has exclusive use of a computer throughout. Numbers are restricted to 8 delegates in order to maximise the benefit to you and allow for your individual questions. From basic to advanced level tuition, these courses will enhance your knowledge and build your confidence. The courses are very practical and are specifically designed to provide you with techniques that will make you more effective in the workplace. In addition to the courses published here, there is a wide range of additional courses available at other levels and in other software packages. PASS Training Ltd is also able to provide customised training at an organisation’s own location. This can be group-based, one-to-one, or simply problem-solving at your desk. Please contact the Professional Courses team on 020 7059 5910 for further information.

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CONTENTS 93 93 94 94 95 95 96 96

Introduction to Access Intermediate Access and Advanced Access Intermediate Excel Advanced Excel Excel: Data Analysis Sage 50 for Accountants Advanced Powerpoint Microsoft Project – Creating a Project

to book your place email [email protected] or call 020 7059 5910

INTRODUCTION TO ACCESS (DATA MANAGEMENT) Acquire the skills needed to create and use database systems. No knowledge of Access is assumed, although a working knowledge of the Windows environment would be useful. What will I get out of it? • confidence to use the basic features of Access • ability to create a simple database system for data entry and reporting. Key features • introduction to MS Access • designing a database • creating a database • defining a data store • modifying field properties • modifying table structures • using other data sources • table relationships • modifying records • working with data • forms • simple select queries/reports.

Dates and location 19 January 17 February 19 March 14 April 18 May 26 June 27 July 12 August 21 September 14 October 9 November 9 December Please note all sessions run from 09.30 to 16.30 and are held in London Fee £220 + VAT (£258.50) NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007. CPD UNITS 7

INTERMEDIATE ACCESS and ADVANCED ACCESS (database design parts 1 and 2) These are two separate one-day courses which can be attended on consecutive days. Learn how to create more sophisticated database systems and enhance your existing skills. A basic working knowledge of Access is assumed. What will I get out of it? • improved knowledge of Access • ability to enhance existing database systems • ability to produce automated menu/reporting systems.

Dates and location Advanced: 21 January 19 February 16 April 20 May 29 July 14 August 23 September 16 October 11 December

Intermediate: 20 January 18 February 15 April 19 May 28 July 13 August 22 September 15 October 10 December

Key features Day 1 • database design • database normalisation – designing table structures – field properties for protection – table relationships – queries / advanced queries / action queries – importing, exporting and linking data.

Please note all sessions run from 09.30 to 16.30 and are held in London

Day 2 • forms • advanced form design • Access and the internet • reports • advanced report design • database management tools.

CPD UNITS 7 for each day

Fee per day £220 + VAT (£258.50) NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007.

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I.T. TRAINING COURSES

06 Dates and location 8 January 21 January 10 February 24 February 10 March 24 March 7 April 21 April 6 May 27 May 9 June 23 June

7 July 21 July 4 August 18 August 8 September 16 September 6 October 20 October 3 November 17 November 2 December 16 December

Please note all sessions run from 09.30 to 16.30 and are held in London Fee £220 + VAT (£258.50) NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007

INTERMEDIATE EXCEL Discover how to use Excel for more advanced spreadsheet modelling and gain an understanding of further useful functions. Prior attendance on the Introduction to Excel course or a good working knowledge of Excel and the Windows environment is required. What will I get out of it? • further knowledge of spreadsheets • ability to enhance existing worksheets • understanding of further useful functions. Key features • formatting the worksheet • using styles • navigating worksheets and workbooks • using more advanced formulas • charts and pictures • productivity features including protection, auto-correct, spell-checker and hiding data.

CPD UNITS 7

Dates and location 9 January 22 January 11 February 25 February 11 March 25 March 8 April 22 April 7 May 28 May 10 June 24 June

8 July 22 July 5 August 19 August 9 September 17 September 7 October 21 October 4 November 18 November 3 December 17 December

Please note all sessions run from 09.30 to 16.30 and are held in London. Fee £220 + VAT (£258.50) NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007 CPD UNITS 7

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ADVANCED EXCEL Familiarise yourself with the advanced concepts of Excel and learn how to use Excel for high-powered spreadsheet modelling. Prior attendance on the Intermediate Excel course or an in-depth knowledge of Excel is required. What will I get out of it? • knowledge of the more powerful features of Excel • ability to create more efficient spreadsheets including automating and customising workbooks. Key features • custom formatting • importing and exporting data • templates and add-ins • working with multiple workbooks • look-up and reference functions • working with named ranges • working with toolbars • using macros.

to book your place email [email protected] or call 020 7059 5910

EXCEL: DATA ANALYSIS Gain an understanding of the advanced features and functions within Excel and discover the advantages of using a powerful electronic spreadsheet. What will I get out of it? • hands-on experience of using the advanced features of Excel to analyse and share spreadsheet data and create spreadsheet databases. Key features • auditing a worksheet • working with data lists • data management • pivot tables • using analysis tools • collaborating with workgroups.

Dates and location 23 January 12 February 26 February 12 March 26 March 9 April 23 April 8 May 29 May 11 June 25 June 9 July

23 July 6 August 20 August 10 September 18 September 8 October 22 October 5 November 19 November 4 December 18 December

Please note all sessions run from 09.30 to 16.30 and are held in London Fee £220 + VAT (£258.50) NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007 CPD UNITS 7

SAGE 50 FOR ACCOUNTANTS This course provides an overview of the key concepts of this package and is designed for accountants who are new to the software. What will I get out of it? • working knowledge from set-up through to treatment of VAT, period-end routines and the production of accounts. Key features • basic concepts/key decisions prior to set up • opening balances and bank reconciliation • customers, suppliers, products and services • sales, purchases and cash transactions • trial balance and producing accounts • purchase orders and stock control.

Dates and location 7 January 13 February 13 March 3 April 13 May 5 June 14 July 13 August 22 September 15 October 11 November 11 December Please note all sessions run from 09.30 to 17.00 and are held in London Fee £265 + VAT (£311.38) CPD UNITS 8

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I.T. TRAINING COURSES

06 Dates and location 28 January 18 February 5 March 3 April 1 May 2 June 17 July 11 August 4 September 2 October 11 November 22 December Please note all sessions run from 09.30 to 16.30 and are held in London NB This course uses Microsoft software versions 2000-2003. Please ask about training in version 2007 Fee £220 + VAT (£258.50)

ADVANCED POWERPOINT This course is suitable for existing users who want to use the more advanced features of this software to create slides with greater impact. Delegates on this course should have a good basic knowledge of PowerPoint, gained from prior attendance on a ‘PowerPoint Introduction’ course or from a user environment. What will I get out of it? • in-depth knowledge of how to create sophisticated presentations using some of the advanced features of PowerPoint • full understanding of PowerPoint tools. Key features • review session • modifying a presentation • creating your own template • working with tables and organisation charts • importing and exporting data • delivering an on-screen presentation • PowerPoint and the web.

CPD UNITS 7

Dates and location 5 February 14 April 29 June 30 July 24 September 26 November Please note all sessions run from 09.30 to 16.30 and are held in London Fee £240 + VAT (£282) CPD UNITS 7

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MICROSOFT PROJECT – CREATING A PROJECT Understand the elements that are essential when planning a project, and learn how to incorporate these when ‘creating a project’ using Microsoft Project. No knowledge of Microsoft Project is assumed, although a working knowledge of the Windows environment would be useful. What will I get out of it? • understanding of the key areas to consider when planning any project • introduction to Microsoft Project, including how to create a project. Key features • starting a project – overview of the planning process – defining project information • task relationships – linking tasks and observing the critical path – modifying task relationships – constraints • outlining – organising the task list into an outline – viewing levels of detail – using drawing tools • adding and assigning resources – creating and assigning a base calendar – entering and assigning resources – working with project costs • analysing the project, including resolving time restrictions and resource conflicts • displaying project data • sorting and filtering data.

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ACCA REALISE / CPD TOOLS EVENTS CALENDAR terms and conditions booking form

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CPD REQUIREMENT On 1 January 2005, ACCA introduced a continuing professional development (CPD) requirement for members, ACCA Realise. This requirement helps ensure that members maintain and develop their knowledge and skills in a transparent and measurable manner. ACCA REALISE ACCA Realise is designed to achieve numerous objectives, not least of which is to assure employers that ACCA members are achieving a global standard of development and approach their work in a responsible and ethical manner. ACCA’s approach to CPD aims to ensure that learning and development are relevant to members at all stages of their career. The requirement is flexible and is supported by a range of products and services. All active members are required to complete CPD. Members can complete CPD by: • achieving CPD units through the unit route • via employee development schemes with an ACCA Approved Employer – professional development • by following another IFAC-member accountancy body’s CPD scheme, on the condition that membership of the body is held and the scheme is compliant with IFAC’s IES 7.

CPD tools

ACCA Realise

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PROFESSIONAL DEVELOPMENT MATRIX The Professional Development Matrix is an online tool designed to help members evaluate their learning and development needs, prioritise, and plan CPD. It should help you: • understand what is expected of you in your present/future role and the activities, knowledge and skills that are important to you • identify knowledge and skills that need to be gained or updated • identify ways that any knowledge and skills gaps can be filled, and the most suitable ways to keep up to date. Please visit www.accaglobal.com/members/ cpd/learning_opportunities/pdm to use the Professional Development Matrix or for further information. SUPPORTING PROFESSIONAL DEVELOPMENT A comprehensive range of services and tools has been developed to support members in sourcing and achieving their CPD. Through our innovative approach to development, we continually review and extend these resources to meet your learning and development needs.

When undertaking CPD through the unit route, completion of 40 units of relevant CPD is required each year, of which 21 units should be verifiable CPD. Members who meet ACCA’s criteria for part-time or semi-retired status may set their own level of achievable verifiable CPD, but must complete at least 19 units of non-verifiable CPD each year. Please note that the CPD units listed in this directory can only be counted as verifiable CPD if the subject is relevant to the individual’s development.

Learning opportunities and resources available through ACCA Realise include: • an online listing of all ACCA events • e-learning – resources from our partners which include BPP and resources developed by ACCA • an online knowledge library • ethics resources, incorporating guidance and learning tools • additional qualifications both from ACCA and from our key partners • an online evidence recording tool • an online CPD return.

All members are required to make an annual CPD declaration by 1 January directly following the CPD year, and keep evidence of their participation in ACCA Realise.

Please visit http://www.accaglobal.com/members/cpd/ learning_opportunities/ for further information.

book now by emailing [email protected] or calling 020 7059 5910

events calendar

Course title

Date

JANUARY Sage 50 for Accountants 7 January Intermediate Excel 8 January Advanced Excel 9 January Understanding Regulation and Compliance 14 – 15 January Introduction to Access (Data Management) 19 January Intermediate Access (Database Design Part 1) 20 January Advanced Access (Database Design Part 2) 21 January Intermediate Excel 21 January Advanced Excel 22 January Excel: Data Analysis 23 January Advanced PowerPoint 28 January FEBRUARY Microsoft Project – Creating a Project 5 February The Role of the Company Secretary 5 February Intermediate Excel 10 February Advanced Excel 11 February Excel: Data Analysis 12 February Sage 50 for Accountants 13 February Introduction to Access (Data Management) 17 February Advanced PowerPoint 18 February Intermediate Access (Database Design Part 1) 18 February Advanced Access (Database Design Part 2) 19 February Auditing Projects and Project Risk 19 – 20 February Intermediate Excel 24 February Spreadsheet Skills for Forecasting, Planning and Budgeting 24 February Introduction to Information Systems Auditing 24 – 27 February Advanced Excel 25 February Excel: Data Analysis 26 February The Balanced Scorecard 27 February MARCH Advanced PowerPoint 5 March Intermediate Excel 10 March Advanced Excel 11 March Directors and their Duties – the Role and Responsibilities of Company Directors in the UK 11 March Excel: Data Analysis 12 March Sage 50 for Accountants 13 March Introduction to Islamic Finance 17 March The Role of the Company Secretary 18 March Introduction to Access (Data Management) 19 March Powering Profitable Growth 19 March Construction Industry Scheme 23 March Managers and the Law 23 March Intermediate Excel 24 March The New Internal Audit Standards and Best Practice 24 – 25 March

Course title

Date

Advanced Excel 25 March Company Secretarial Practice for PLCs 25 March P11D 25 March Excel: Data Analysis 26 March Raising Capital in the Financial Markets 26 March Residential Update for Accountants 26 – 28 March Expenditure Reduction 27 March Business Performance Turnaround 30 March Introduction to the Equity Markets 30 March The Nuts and Bolts of Cash Management 31 March APRIL Speeding Through Your Paperwork 1 April VAT – Introduction to Land and Property 1 April Company Law Update 2 April Advanced PowerPoint 3 April Sage 50 for Accountants 3 April Effective Boards and Effective Board Committees 6 April Group Accounting under UK GAAP 6 April Property Tax Reliefs 6 April Intermediate Excel 7 April The Accountant as Strategic Advisor and Influencer 7 April Advanced Excel 8 April Excel: Data Analysis 9 April Introduction to Access (Data Management) 14 April Microsoft Project – Creating a Project 14 April Intermediate Access (Database Design Part 1) 15 April Advanced Access (Database Design Part 2) 16 April The Evolving Finance Function 16 April Investment and Project Appraisal 17 April Techniques in Valuing a Private Company 17 April The Strategic Management Accountant 17 April Advanced Budgeting, Planning and Control 20 April Essential Steps for Effective Whistle-blowing Processes 20 April VAT and Cross-border Transactions: Are You Getting the VAT Right? 20 April Anti-Money Laundering – Essentials 21 April Intermediate Excel 21 April Advanced Excel 22 April Introduction to Derivatives 22 April Risk at Work: Data Loss Prevention 22 April Essential Development Skills 22 – 24 April Excel: Data Analysis 23 April Fundamentals of Project Finance 24 April A Practical Approach to Private Company Acquisition 27 April PAYE and Employer Compliance Visits 27 April Fraud Update: Investigating Allegations and Crime 28 April CONTINUED „„„

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Course title

Date

Designing Tax-Efficient Remuneration Packages 29 April Effective Business Planning 29 April What’s New in UK Financial Reporting 30 April Auditing Projects and Project Risk 30 April – 1 May MAY Advanced PowerPoint 1 May Spreadsheet Skills for Forecasting, Planning and Budgeting 5 May Intermediate Excel 6 May Understanding and Managing People Risk 6 May Corporate Accountants’ Updating Programme 6 – 8 May Advanced Excel 7 May Excel: Data Analysis 8 May Analysis of Financial Statements 11 May Business Process Improvement 11 May Unified Performance Measurement 12 May Accounting by Private Companies (SMEs) 13 May Financial and Business Ethics 13 May Sage 50 for Accountants 13 May Advanced Information Systems Auditing 13 – 15 May The Role of the Company Secretary 14 May Financial Modelling 14 – 15 May Commercial and Consumer Contracts 15 May The Finance Director’s Survival Guide 15 May Introduction to Access (Data Management) 18 May Intermediate Access (Database Design Part 1) 19 May Advanced Access (Database Design Part 2) 20 May Corporate Accountants’ CPD Conference A 20 May The Balanced Scorecard 21 May Ethical Leadership: Lead, Follow or Get Out of the Way 27 May Intermediate Excel 27 May VAT: the Essentials 27 May Advanced Excel 28 May Corporation Tax Update 29 May Excel: Data Analysis 29 May Risk Management and Internal Control 29 May JUNE Capital Allowances 1 June Advanced PowerPoint 2 June Fundamentals of Risk Management 2 June Applied Risk Management 3 June Faster Financial Closing 4 June 21st Century Management Accounting 4 June Sage 50 for Accountants 5 June Building a Business for Sale 8 June Company Secretarial Practice for PLCs 9 June

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Course title

Date

How to Prevent and Detect Fraud – an Essential Protection Programme for the Global Downturn 9 June Intermediate Excel 9 June Accounting in the US 10 June Advanced Excel 10 June Excel: Data Analysis 11 June International Differences in Accounting: UK/IFRS/US Comparisons 12 June Understanding Debt Finance 15 June Effective Internal Auditing 15 – 16 June The Essential Guide to Treasury Security and Controls 16 – 17 June Introduction to Information Systems Auditing 16 – 19 June Building Internal Reputation 17 June Corporate Accountants’ CPD Conference A 17 June Essential Business Skills 22 – 24 June Intermediate Excel 23 June Advanced Excel 24 June Excel: Data Analysis 25 June Introduction to Access (Data Management) 26 June Reputation – an Asset or a Liability? 26 June Corporate Accountants’ CPD Conference A 29 June Microsoft Project – Creating a Project 29 June Finance - the Driving Force in Customer Relationship Management 30 June JULY Directors and their Duties – the Role and Responsibilities of Company Directors in the UK 1 July Spreadsheet Skills for Forecasting, Planning and Budgeting 1 July Corporate Accountants’ CPD Conference A 6 July Exceptional Presentation Skills for the Finance Function 7 July Intermediate Excel 7 July Advanced Analysis of Financial Statements 8 July Advanced Excel 8 July Employment Law Update 9 July Excel: Data Analysis 9 July Sage 50 for Accountants 14 July Essential Management Skills 14 – 16 July What’s New in UK Financial Reporting? 15 July Auditing Projects and Project Risk 16 – 17 July Advanced PowerPoint 17 July IFRS – the Basics 20 July The New Internal Audit Standards and Best Practice 20 – 21 July IFRS – the More Complex Issues 21 July Intermediate Excel 21 July Advanced Excel 22 July

book now by emailing [email protected] or calling 020 7059 5910

Course title

Date

Excel: Data Analysis 23 July Introduction to Access (Data Management) 27 July Intermediate Access (Database Design Part 1) 28 July Advanced Access (Database Design Part 2) 29 July Microsoft Project – Creating a Project 30 July AUGUST Intermediate Excel 4 August Advanced Excel 5 August Excel: Data Analysis 6 August Advanced PowerPoint 11 August Introduction to Access (Data Management) 12 August Intermediate Access (Database Design Part 1) 13 August Sage 50 for Accountants 13 August Advanced Access (Database Design Part 2) 14 August Intermediate Excel 18 August Advanced Excel 19 August Excel: Data Analysis 20 August SEPTEMBER Advanced PowerPoint 4 September Powering Profitable Growth 7 September Intermediate Excel 8 September Speeding Through Your Paperwork 8 September Advanced Excel 9 September Excel: Data Analysis 10 September Group Accounting under UK GAAP 11 September Corporate Accountants’ CPD Conference B 15 September Unified Performance Measurement 15 September Introduction to Information Systems Auditing 15 – 18 September Accounting by Private Companies (SMEs) 16 September Intermediate Excel 16 September Accounting in the US 17 September Advanced Excel 17 September The Role of the Company Secretary 17 September Excel: Data Analysis 18 September Introduction to Access (Data Management) 21 September Anti-Money Laundering – Essentials 22 September Company Secretarial Practice for PLCs 22 September Intermediate Access (Database Design Part 1) 22 September Sage 50 for Accountants 22 September Spreadsheet Skills for Forecasting, Planning and Budgeting 22 September Advanced Access (Database Design Part 2) 23 September Corporate Accountants’ CPD Conference B 23 September The Accountant as Strategic Advisor and Influencer 23 September Accounting in Germany and France 24 September Faster Financial Closing 24 September Microsoft Project – Creating a Project 24 September

Course title

Date

Auditing Projects and Project Risk 24 – 25 September Business Performance Turnaround 25 September Personal Power and Positive Political Influence 25 September Company Law Update 28 September The Strategic Management Accountant 28 September The Evolving Finance Function 29 September The Nuts and Bolts of Cash Management 29 September OCTOBER Residential Update for Accountants ?? October Corporate Accountants’ CPD Conference B 1 October PAYE and Employer Compliance Visits 1 October Advanced PowerPoint 2 October Business Alignment 2 October International Corporate Treasury Management 2 October Essential Steps for Effective Whistle-blowing Processes 5 October Risk at Work: Data Loss Prevention 5 October Intermediate Excel 6 October Property Tax Reliefs 6 October Spreadsheet Skills for Forecasting, Planning and Budgeting 6 October VAT: the Essentials 6 October Corporate Accountants’ Updating Programme 6 – 8 October Advanced Excel 7 October Corporate Accountants’ CPD Conference B 7 October P11D 7 October Excel: Data Analysis 8 October How to Prevent and Detect Fraud – an Essential Protection Programme for the Global Downturn 8 October The Balanced Scorecard 9 October Capital Allowances 12 October Techniques in Valuing a Private Company 12 October Financial Modelling 12 – 13 October Advanced Budgeting, Planning and Control 14 October Effective Boards and Effective Board Committees 14 October Introduction to Access (Data Management) 14 October Financial and Business Ethics 15 October Intermediate Access (Database Design Part 1) 15 October Sage 50 for Accountants 15 October Advanced Access (Database Design Part 2) 16 October Raising Capital in the Financial Markets 16 October VAT – Introduction to Land and Property 16 October Expenditure Reduction 19 October New and Emerging Challenges in Corporate Governance 19 October Business Law Update 20 October Intermediate Excel 20 October CONTINUED „„„

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Course title

Date

Advanced Excel 21 October Fundamentals of Risk Management 21 October Sarbanes-Oxley 21 October Applied Risk Management 22 October Excel: Data Analysis 22 October Introduction to Derivatives 23 October A Practical Approach to Private Company Acquisition 26 October Fundamentals of Project Finance 26 October 21st Century Management Accounting 27 October Managers and the Law 27 October What’s New in UK Financial Reporting? 28 October VAT and Cross-border Transactions: Are You Getting the VAT Right? 29 October International Differences in Accounting: UK/IFRS/US Comparisons 30 October Investment and Project Appraisal 30 October NOVEMBER Directors and their Duties – the Role and Responsibilities of Company Directors in the UK 3 November Intermediate Excel 3 November Advanced Excel 4 November Excel: Data Analysis 5 November Faster Financial Closing 5 November Effective Internal Auditing 5 – 6 November Analysis of Financial Statements 6 November Understanding and Managing People Risk 6 November Introduction to Access (Data Management) 9 November Corporate Accountants’ Updating Programme 9 – 11 November Advanced PowerPoint 11 November Fraud Update: Investigating Allegations and Crime 11 November Sage 50 for Accountants 11 November Advanced Information Systems Auditing 11 – 13 November Exceptional Presentation Skills for the Finance Function 12 November Corporate Accountants’ CPD Conference C 13 November Building Internal Reputation 16 November Business Process Improvement 16 November Introduction to the Equity Markets 16 November Company Law Update 17 November Intermediate Excel 17 November Essential Development Skills 17 – 19 November Advanced Excel 18 November Company Law Update 18 November Risk Management and Internal Control 18 November The Balanced Scorecard 18 November Corporate Accountants’ CPD Conference C 19 November Excel: Data Analysis 19 November Effective Business Planning 20 November

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Course title

Date

People and Systems 20 November Building a Business for Sale 23 November Corporate Accountants’ CPD Conference C 23 November Commercial and Consumer Contracts 24 November Corporate Accountants’ Updating Programme 24 – 26 November Microsoft Project – Creating a Project 26 November Spreadsheet Skills for Forecasting, Planning and Budgeting 26 November The Role of the Company Secretary 26 November Corporation Tax Update 30 November Essential Business Skills 30 Nov – 2 Dec DECEMBER Corporate Accountants’ Updating Programme 1 – 3 December Intermediate Excel 2 December Advanced Excel 3 December Corporate Accountants’ CPD Conference C 3 December Auditing Projects and Project Risk 3 – 4 December Excel: Data Analysis 4 December International Tax Planning 4 December Naming Elephants – Uncovering the Real Issues 4 December Advanced Analysis of Financial Statements 7 December Writing the Annual Report 7 December Essential Management Skills 8 – 10 December Introduction to Information Systems Auditing 8 – 11 December Introduction to Access (Data Management) 9 December The Essential Guide to Treasury Security and Controls 9 – 10 December Company Secretarial Practice for PLCs 10 December Intermediate Access (Database Design Part 1) 10 December Spreadsheet Skills for Forecasting, Planning and Budgeting 10 December Advanced Access (Database Design Part 2) 11 December Ethical Leadership: Lead, Follow or Get Out of the Way 11 December Sage 50 for Accountants 11 December The Finance Director’s Survival Guide 11 December Employment Law Update 14 December Reputation – an Asset or a Liability? 14 December Designing Tax-Efficient Remuneration Packages 15 December Finance – the Driving Force in Customer Relationship Management 16 December Intermediate Excel 16 December Advanced Excel 17 December Understanding Debt Finance 17 December Excel: Data Analysis 18 December IFRS - the Basics 21 December Advanced PowerPoint 22 December IFRS - the More Complex Issues 22 December

terms and conditions

book now by emailing [email protected] or calling 020 7059 5910

HOW TO BOOK Bookings can be made using the form on page 105. Please quote reference CS2009/01 when booking. • • • •

post the booking form to Course Bookings at the address shown on page 106 fax the booking form to Course Bookings on 020 7059 5959 e-mail [email protected]. com call Course Bookings on 020 7059 5910 – please have your credit card details ready. We accept Amex, Mastercard, Visa and Switch. If you are an ACCA member, please have your registration number ready.

CONFIRMATION Places on training events are reserved from the receipt of the booking request. To avoid duplication, please register your booking only once. Confirmation of bookings will normally be made within 14 days and will include an invoice. PAYMENT TERMS Invoices must be settled within 14 days. Please note that we require payment 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. Cheques for ACCA and SII events should be made payable to the Certified Accountants Educational Trust (CAET). Cheques for all other providers’ courses should be made payable to Certified Accountants Educational Projects Ltd (CAEP). FEE GUIDANCE Please note, ACCA courses run by CAET are exempt from VAT. All other courses listed in this directory are subject to VAT at 17.5% (with the exception of SII). Fees include all course material, tea, coffee and lunch as appropriate.

DIRECTORY OF COURSES

ACCA IN-DEPTH COURSES Half-day – £260 One-day – £480 For prices of our two-day courses please refer to individual course listings. For fee details of courses provided by the ACT, CIM, CIMA Mastercourses, ICSA Training, IIA, PASS Training and SII, please refer to individual course listings. CORPORATE ACCOUNTANTS’ CPD CONFERENCES Three conferences – £945 Two conferences – £670 Individual conference – £345 Individual session – £130 CORPORATE ACCOUNTANTS’ UPDATING PROGRAMME All six seminars – £915 Individual seminar – £190 MANAGEMENT AND PERSONAL DEVELOPMENT TRAINING All six seminars £915 Individual seminars £190 Half-day course £260 One-day course £480 EARLY BOOKING DISCOUNTS Spring Update for Accountants Full fee – £1380 Discounted fee – £1300 when you book before 5 March 2009. JOINING INSTRUCTIONS Joining instructions are usually dispatched seven 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.

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Terms and conditions

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ACCA will not be held responsible for nonreceipt of joining instructions and refunds will not be issued under such circumstances. WHAT TO WEAR 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. VENUES Most London courses organised by ACCA are held at ACCA’s Head Office at Lincoln’s Inn Fields. Details of venues will be sent in the joining instructions for all courses. For venue details of courses provided by the ACT, CIMA Mastercourses, ICSA Training, IIA, PASS Training and SII, please visit the relevant websites (addresses given below). ACCOMMODATION Courses and seminars are usually non-residential (unless otherwise stated). Delegates requiring accommodation should, therefore, make their own arrangements. Expotel Hotel Reservations offer ACCA participants a free hotel reservation booking service for accommodation at a special discounted rate. To make a hotel reservation, telephone the Expotel Special Events Department on 020 7372 2001 stating the name of the event you are attending and the event code ACCA 2009. SPECIAL REQUESTS Delegates are asked to notify Professional Courses at ACCA in writing of any special dietary requirements at least ten full working days before the start of the course. CANCELLATIONS For ACCA* events, cancellations notified in writing at least ten full working days before the date of the course will be refunded, subject to a £50 administration fee. All cancellations should be notified in writing. Regrettably, because funds are allocated to the course in advance, it is not possible to refund fees for cancellations notified less than ten full working days before the start of the course; a colleague may, however, be substituted. This should also be notified in writing.

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Cancellations to discounted bookings: • where three courses have been booked at the discounted rate and attendance at one is subsequently cancelled, the remaining two courses will be charged at the two- course package booking rate • where two courses have been booked at the discounted rate and attendance at one is subsequently cancelled, the remaining course will be charged at the usual one-day course booking rate. IF WE CANCEL In the event that we cancel a course, our liability shall be limited to a refund of any course fees paid. In order to keep costs – and thus fees – to a minimum, we reserve the right to cancel or reschedule courses without prior notice and to amend or alter published programmes, fees, venues and lecturers. *For cancellation details of courses run by the ACT, CIMA Mastercourses, ICSA Training, IIA, PASS Training and SII, please visit the relevant websites (addresses given below). TRANSFERS For ACCA† events, cancelled bookings can be transferred to a later course in the current schedule (up to December 2009), providing subsequent courses are not already fully booked. A fee of £50 will be charged for all transfers. Notification of transfers should be given, in writing, at least ten full working days before the start of the originally booked course, otherwise a transfer may not be possible. For transfer details of courses run by the ACT, CIMA Mastercourses, ICSA Training, IIA, PASS Training and SII, please visit the relevant websites (addresses given below).

†

COURSE PROVIDER WEBSITE DETAILS ACT www.treasurers.org CIMA Mastercourses www.cimamastercourses.com ICSA Training www.icsatraining.co.uk IIA www.iia.org.uk PASS Training www.pass.co.uk SII www.sii.org.uk

book now by emailing [email protected] or calling 020 7059 5910

BOOKING FORM Please quote reference CS2009/01 when booking. This form may be used for the training events detailed in this brochure. If you wish to book for more than one delegate please photocopy this form. VAT registration number GB 233 3332 02 invoice to: For the attention of Company/Firm Address

Postcode

Tel

Fax

E-mail

VAT reg. no.



If these details are different from the details held on file for you, please tick if you would like us to update them.

delegate details If you are an ACCA/AAPA member, please give reg. no. Mr/Mrs/Miss/other (please specify) First name

Designatory letters Surname

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ACCA/AAPA members: please note that joining instructions and all other correspondence will automatically be sent to your regular mailing address. Non-members: please complete the section below if you would like joining instructions to be sent to an address different from the invoice address. Address

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CONTINUED „„„

DIRECTORY OF COURSES

BOOKING FORM

105

07 CONTINUED „„„

(enter discounted Date fee rate if applicable)

Event Location



Payment Method (tick as appropriate) Please note, ACCA and SII courses are VAT exempt. All other courses listed in this directory are subject to VAT at 17.5%. Cheques for ACCA and SII courses should be made payable to CAET. Cheques for all other providers’ courses should be made payable to CAEP. When making a booking involving ACCA/SII courses and another provider’s course(s), please remit separate cheques made payable to CAET and CAEP.

I enclose a cheque (made payable to CAET) for £

Please charge to my



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I enclose a cheque (made payable to CAEP) for £

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Please invoice



Amex

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I understand that the invoice and delegate details will be passed to the relevant course provider and retained on its database in order that it can process this booking and that ACCA will also retain this information for regulatory and administrative purposes.

The course provider may wish to use the details given on the form to contact you about relevant products that it offers. Tick here if you wish to receive these details.

I confirm that I have the authority of my company to incur this expenditure. I understand that invoices must be settled within 14 days or in advance of attendance at the event, whichever is the sooner. I further understand that delegates will be held responsible for payment of invoices. I have read and accept the terms and conditions.

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Please return this form to: Course Bookings, Professional Courses, ACCA UK, 29 Lincoln’s Inn Fields, London WC2A 3EE or fax to Course Bookings on 020 7059 5959

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CTA Qualification The examinations for the Chartered Institute of Taxation qualification are widely recognised as some of the most demanding professional exams. The qualification therefore commands considerable prestige. Members of the Institute earn the right to the title ‘Chartered Tax Adviser’ (CTA).

ELIGIBILITY In order to sit the CTA examination, candidates need to already have a professional qualification such as ACCA. A full list of recognised qualifications can be obtained from the Institute directly: The Chartered Institute of Taxation 12 Upper Belgrave Street London SW1X 8BB Telephone: 020 7235 9381 Fax: 020 7235 2562 Website: www.tax.org.uk The New CTA Syllabus The Chartered Institute of Taxation has launched a new syllabus for exams sat from May 2009 onwards, with sittings every May and November. Under the new syllabus students will be required to sit four Taxation papers as follows: Advisory paper (2 exams) Candidates choose two Advisory papers • Taxation of Owner-Managed Business • Taxation of Individuals • Inheritance Tax, Trusts and Estates • Advanced Corporation Tax • VAT (I)* • VAT (II) and other Indirect Taxes*

KEY DEADLINES SUMMARY May exams November exams Registration: 31 October Registration: 30 April Exam entry: 28 February Exam entry: 31 August Studying Tax with Kaplan Financial Our reputation for excellence is a reflection of the outstanding pass rates achieved by our students in the CTA Examinations. We offer a choice of flexible study options at many centres across the UK: • fully supported distance learning • modular tuition courses • revision courses • pass guarantee scheme (when enrolling onto our full programme) The options are completely flexible, so if you select the distance learning programme and later decide that you would like to attend some of the classroom sessions, you can enrol on modular tuition courses and/or revision courses at a later date. Kaplan Financial centres running CTA programmes in 2009 are: London, Birmingham, Bristol, Glasgow, Leeds, Liverpool, Manchester, Newcastle and Nottingham.

Awareness paper (1 exam) Candidates choose three topics (these cannot be the same as the Advisory topics) • Taxation of Unincorporated Business • Inheritance Tax, Trusts and Estates • Taxation of Individuals • Corporation Tax • VAT Incl. Stamp Taxes Application and Interaction paper (1 exam) Candidates choose one case study, which should be the same topic as one of their Advisory papers • Taxation of Owner-Managed Business • Taxation of Individuals, Trusts and Estates • Taxation of Companies • VAT & Other Indirect Taxes* *not offered by Kaplan In addition to this there will be two one-hour papers on: Professional Responsibilities and Ethics Law

COSTS AND DURATION Distance Learning £1169.13 Modular tuition: Advisory (4 days per topic – two topics required) £500 per topic Awareness (2 days per topic – three topics required) £250 per topic Application (2 days per topic – one topic required) £250 per topic Revision programme: Advisory (4 days per topic – two topics required) £500 per topic Awareness (1 day per topic – three topics required) £125 per topic Application (2 days per topic – one topic required) £250 per topic Full programme including Pass Guarantee Scheme £4572.93 DISCOUNTS ACCA members who enrol for 2009 CTA courses via this brochure can claim a 15% discount. Please quote reference ACCA3 when booking. Discounts are available if you enrol onto the full programme. For more information or to enrol please contact our national tax customer services team on: Telephone: 020 7520 1189/1125 Email: [email protected] Or visit our website www.kaplanfinancial.co.uk to download a brochure. *distance learning material does not form part of the classroom tuition and will therefore be required by all students

DIRECTORY OF COURSES

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email the professional courses team on [email protected]

ACCA UK 29 Lincoln’s Inn Fields London WC2A 3EE tel: 020 7059 5910 fax: 020 7059 5959 uk.accaglobal.com

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