New Partner Practice Management Course

Date: 24th September 2020

Location: Online


If you have registered to attend PMC on Thursday 24 September, the joining instructions will be emailed on Tuesday 22 September

Anyone who becomes a “manager of a practice” is obliged to attend the New Partner Practice Management course (PMC) within 12 months of assuming that role. Due to the postponement of the May 2020 course, please note that the period allowed for compliance has been extended to allow you to complete the course in September 2020.

The course is formed of two components: online modules and a live training day. Upon booking you will receive access to online modules to watch. These modules are compulsory for all attendees. You can complete them in your own time, providing it is within one year of your appointment as a practice manager.

Thursday 24 September 2020 PMC training day will be hosted online. The programme can be seen below. The topics will be a mix of essential regulatory obligations (including finance, complaints, ethics) and other essential partner requirements (business development, operations, wellbeing and management).

All the speakers involved are open to questions and feedback throughout the day.

Please note, all PMC attendees will gain 10 hours verified CPD. Upon completion of the course, all participants will be entitled to use our online learning management system to gain an additional five hours of verified CPD, thus completing your annual requirements of 15 hours verifiable CPD. Please contact us on cpd@lawscot.org.uk to arrange this.

Online Modules

Details of the four online modules which all PMC attendees must complete.

Testimonials

Hear from others who have completed the course.

Useful resources for new partners

Explore a variety of helpful links and useful resources.

Member rate

  • £375 +VAT

On the day you will gain insights into:

  • Standards of conduct and service adherence
  • Demonstrating good practice in client service
  • Minimising risks and Master Policy
  • Accounts rules
  • Anti money laundering regulations
  •  Business processes and management accounts
  • Knowledge of financial imperatives in running a business
  • Responsibilities to the profession and the public
  • Ethical dimensions
  • Business development and strategic planning
Speakers
Director, David Lee Media & Events
President, Law Society of Scotland
Partner, Macnabs
Financial Consultant, Professional Services
Co-Found & Chief Executive, Kissing With Confidence
Fiona J Robb
Director of Professional Practice
Gillian Alexander
Head of Professional Practice, Law Society of Scotland
Head of Professional Conduct, Law Society of Scotland
Financial Compliance Manager, Law Society of Scotland
Paul Mosson
Executive Director of Member Services, Law Society of Scotland
Rob Marrs
Head of Education, Law Society of Scotland
Olivia Parker
Careers & Wellbeing Manager, Law Society of Scotland
Elaine MacGlone
Equality and Diversity Manager
Head of Outsourcing, Technology & IP legal team, RBS; and Chair, Wellbeing Steering Group, Law Society of Scotland
Programme

chair

David Lee
Director, David Lee Media & Events
Session One: Essential Responsibilities of Becoming a Partner

Amanda Millar
President, Law Society of Scotland,

Ruth Croman
Partner, Macnabs

Sharon Brownlee
Financial Compliance Manager, Law Society of Scotland
  • Monitoring accounts – scams pre and post covid
  • Anonymous case studies
  • Running a cashroom remotely
  • Update on regulations
Session Two: Business Models

Scott Foster
Financial Consultant, Professional Services
  • Stakeholder: strategy, unity, personnel and succession
  • Operations: performance, cash flow, over reliance, tech infrastructure
  • Markets: over dependence, price pressure, market share
  • Capital: covenant breaches, working capital, re-financing
Plenary Workshop

Russell Wardrop
Co-Found & Chief Executive, Kissing With Confidence
Workshops

Olivia Moore
Careers & Wellbeing Manager, Law Society of Scotland

Kenny Robertson
Head of Outsourcing, Technology & IP legal team, RBS; and Chair, Wellbeing Steering Group, Law Society of Scotland,

Elaine MacGlone
Equality and Diversity Manager,

Rob Marrs
Head of Education, Law Society of Scotland
Session Four: Ethical Standards and the Complaints Process

Fiona Robb
Director of Professional Practice,

Gillian Alexander
Head of Professional Practice, Law Society of Scotland

Margot Walker
Head of Professional Conduct, Law Society of Scotland

Complaints avoidance and handling are routinely identified by partners as the single most important aspect of partnership. It is therefore vital that all partners understand and adhere to the complaints regime.

This includes:

  • Common causes of complaint
  • Complaints process
  • Ethics
  • Professional conduct

Paul Mosson
Executive Director of Member Services, Law Society of Scotland
  • Wellbeing
  • Policy and research
  • Professional Practice
  • Trainees
  • Starting your own practice
  • Next step courses
  • Lawscot Foundation

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