Financial documents and duties
This is Piddington’s online CPD library with specialist sessions on financial documents and directors’ duties.
If you are looking for other online CPD sessions click the following:
Please note:
Some sessions were recorded before 1 April 2023. In accordance with Legal Profession Uniform Law Application Act (2022), Legal Profession Uniform Continuing Professional Development (Solicitors) Rules (2015) and Legal Profession Uniform Continuing Professional Development (Barristers) Rules (2015), the sessions and questions are regularly reviewed for relevance, and changed or deleted where appropriate.
Unless otherwise marked, all of our sessions are considered “interactive”.
READING FINANCIAL DOCUMENTS - A GUIDE FOR LAWYERS
Lawyers and numbers don't always go well together. Spreadsheets, financial accounts and audits can seem like a foreign language, but is an essential skill to understand.
Rhiannon Clews (Pitcher Partners) covers profit and less, balance sheets and notes to financial statements.
CPD points: 0.5 points in CA1 (Practice Management); 0.5 points in CA2 (Professional Skills).
Recorded between 1 April 2020 and 31 March 2021.
Tax Deductions for Lawyers and Legal Practices
For lawyers and legal practices, every year around tax time we need clarifications and want to know what can be deducted. We usually need to be more on top of it than before June 30 comes around.
Joshua Haque (Pitcher Partners) will provide a presentation and answer questions on this topic. He will cover everything from what you can cover as an individual lawyer, including CPD/training, your home office and more, through to options for practices to maximise your spend.
CPD points: 0.5 CA1 (Practice Management), 0.5 CA4 (Substantive Law).
Recorded between 1 April 2022 and 31 March 2023.
READING FINANCIAL DOCUMENTS - ISSUES FOR LITIGATION
In litigation, financial documents take on a new dimension with consideration to case theory, strategy and whether litigation will meet client goals all come into play.
That is why we have our next financial documents CPD session focused on litigation. Kim Lendich SC (Francis Burt Chambers) will cover how to approach and consider financial documents in litigation and the courtroom while Rhiannon Clews (Pitcher Partners) will consider analysing structures, statements, financial information and preparation of financial reports.
CPD points: 0.5 in CA2 (Professional Skills) and 0.5 in CA4 (Substantive Law).
Recorded between 1 April 2021 and 31 March 2022.
DIRECTORS’ DUTIES FOR NON-PROFITS
Chris Pearce (Blackwall Legal) provides a comprehensive overview of directors' duties for non-profits. He is followed by a panel discussion with Henry Jackson SC, Gemma Nugent and Curtis Ward, three lawyers who serve on community and non-profit boards.
CPD points: 0.5 points in CA3 (Ethics and Professional Responsibility); 1 point in CA4 (Substantive Law).
Recorded between 1 April 2021 and 31 March 2022.