Date: 18th March 2021
Time: 09:55 - 16:05
CPD Hours: 10hours
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.
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 18 March 2021 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 firstname.lastname@example.org 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
- Business Development in lockdown and the new virtual world – what’s changed?
- Getting comfortable with “selling” – avoiding the “hard sell” and the “never sell” lunch loop
- Why optimists outsell pessimists and why you need to re-chip your thinking
- Learning to embrace rejection: “no” is the second best answer to “yes”!
- The opportunities for developing more trust in the virtual business world – the power of small talk, “intimacy” and appropriate self, disclosure
- Time: making time for Business Development and prioritising it
- Systems: getting more organised and systematic in your approach to Business Development
- Following-up with and keeping in touch with contacts and clients
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
Programme subject to change.