Changes to SRA Accounts Rules & Guidance for COFA’s

Course Outline

This course examines the duties and responsibilities of the Compliance Officer for Finance and Administration (COFA) and is aimed at Practice Managers and Managing Partners. This training will help to ensure that the COFA you appoint by the 31st July 2012 will be able to fulfill their duties by 31st October 2012.
The course will also cover the recent changes to SAR Accounts rules to ensure your firm complies with the regulations set out by the SRA which was published and came into effect on 6 October 2011.


Course Content
• The SRA guide to the COFA
• SRA information and reporting requirements
• Authorisation Rules
• Duties of COFA
• SRA Accounts Rules
• Potential Liability for the COFA
• Practical Examples

Course Tutors

Huw Palin Director ACA Huw Palin, Director ACA
Huw qualified as a chartered accountant in 1989 and joined the firm as a senior manager in 1999. Huw is experienced in dealing with all accounting requirements for the legal sector including management accounts, tax planning and SRA accountant's reports. He has experience and involvement on advising legal practices and individuals on financial and business planning issues and has assisted many firms to expand their operations and improve their business processes. Huw also specialises in goodwill valuations for legal firms.
Dawn Bevan Senior Manager FCCA Dawn Bevan, Senior Manager FCCA
Dawn qualified as a Chartered Certified Accountant in 1991 and has been working with legal practices of all sizes for over 20 years. She has acted for the majority of legal firms in Bridgend and is now actively working for firms across South Wales. Dawn's work involves keeping up to date with solicitor's accounts rules and preparation of management accounts to help lawyers monitor and maximise profit.

Want to find out more and book?
Download the Brochure & Booking Form here or email: book@cpm21.co.uk