Date: 24th September 2020
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 email@example.com to arrange this.
- £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
- Monitoring accounts – scams pre and post covid
- Anonymous case studies
- Running a cashroom remotely
- Update on regulations
- 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
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.
- Common causes of complaint
- Complaints process
- Professional conduct
- Policy and research
- Professional Practice
- Starting your own practice
- Next step courses
- Lawscot Foundation