SPG TECHNICAL REVIEW. LEEDS 6 JUNE 2017 The Queens Hotel. BRISTOL 4 JULY 2017 Mercure Bristol Grand Hotel. LONDON 28 MARCH 2017 Copthorne Tara Hotel

Transcription

1 The Voice of Business Recovery SPG TECHNICAL REVIEW UPDATES / NEW RULES / LEGAL UPDATE / REGULATORY HOT TOPICS / APPEAR COURT / TAX UPDATES / NEW RULES / LEGAL UPDATE / REGULATORY HOT TOPI PPEARING AT COURT / TAX UPDATES / NEW RULES / LEGAL UPDATE / REGULATO T TOPICS / APPEARING AT COURT / TAX UPDATES / NEW RULES / LEGAL UPDATE GULATORY HOT TOPICS / APPEARING AT COURT / TAX UPDATES / NEW RULES / DATE / REGULATORY HOT TOPICS / APPEARING AT COURT / TAX UPDATES / NEW One day course CPD accreditation: 5 hours Registration and coffee starts at 9.00 am LONDON 28 MARCH 2017 Copthorne Tara Hotel LEEDS 6 JUNE 2017 The Queens Hotel BRISTOL 4 JULY 2017 Mercure Bristol Grand Hotel

2 COURSE DIRECTORS COURSE OVERVIEW Chris Herron Herron Fisher Maxine Reid Kreston Reeves SPG Technical Review is a one day course, uniquely designed to deliver essential regulatory and legal updates, a comprehensive overview of the new Insolvency Rules and best practice guidelines for professionals working within small to medium sized fi rms. Focusing on the latest developments in the sector, including refresher sessions on good practice and technical issues that will impact upon your work in 2017 this one day course offer delegates a tailored programme for all experience levels. This course will provide delegates with: > Dedicated sessions on the New Insolvency Rules and putting this into practice for Corporate and Personal Insolvency > The latest HMRC and Tax updates and prospective changes > A road map to avoid common pitfalls by learning from the mistakes of others > An examination of what constitutes as best advice > Practical guidance on how to prepare for giving evidence in court > Excellent networking opportunities > 5 CPD points SPEAKERS > Alison Timperley ICAEW Alison has 18 years experience in turnaround, restructuring and insolvency which spans from areas such as profi t and cashfl ow improvement to formal insolvency. As manager at the largest insolvency regulator, she is responsible for conducting monitoring visits. She has been involved in most sectors including national retailers, manufacturing, aerospace and motor industry, food and professional services. Alison has also worked in industry as a management accountant and Group Financial Controller. > Caroline Sumner R3 Caroline is Technical Director at R3 and secretary to the General Technical Committee, having previously headed up the monitoring team for an RPB. She combines her technical knowledge of the current insolvency legislation with practical experience of the insolvency profession to provide technical advice and guidance for members, subscribers and students. > Chris Herron Herron Fisher Chris is a licensed Insolvency Practitioner with over 30 years experience dealing with a range of very different businesses with turnovers varying from tens of thousands of pounds to a hundred million. Chris trained with the Insolvency Service in Manchester, moving to Baker Tilly in the late eighties and then on to management roles in Leeds and Bristol with BDO Binder Hamlyn and Robson Rhodes. In 1993 he joined a smaller practice in Croydon, Neville Eckley, before becoming a partner in Levy Gee in In 2006 Chris established his own practice with Nicky Fisher forming Herron Fisher. Chris is a Fellow of the Insolvency Practitioners Association and R3. > Colin Raeside Nova Consultants On qualifying as a certifi ed accountant with the ACCA, Colin managed an insolvency department at Grant Thornton, before taking on a project coordinating the fi rm s national approach to insolvency, primarily through standardisation, technical and training support. The role also encompassed marketing and practice management, the latter providing him with extensive experience of partnership related issues. Some 15 years on, Colin formed Nova in 2003 with the specifi c aim of providing a similar quality service to smaller practitioner fi rms. > Graham McPhie Moon Beever Graham graduated with Honours in Law from the University of Essex in He attended the College of Law in Guildford and qualifi ed as a solicitor in He has worked for specialist commercial fi rms in London and the South East, gaining considerable experience in all aspects of fi nancially related litigation. Graham works within both the Insolvency & Business Recovery team and also the Commercial Litigation Department. He became a Partner in January > Joanne Harris Compliance Alliance Jo has worked in insolvency for over 19 years, following a short career in law. She started her career in insolvency at PWC and has held senior positions at Grant Thornton and BDO Stoy Hayward before being appointed Director of Technical and Compliance at UHY Hacker Young. For the last fi ve years, she has run her own insolvency training and consultancy company, which also supplies documentation to a leading case management software company. > Joanne Quinn Nova Consultants Having qualifi ed in 2004, Joanne has over 25 years experience of the insolvency profession, she spent seven years with Leonard Curtis in Manchester, before moving to Kroll (now AlixPartners) in 1998, taking up the position as Head of Compliance and Professional Risk in Joining Colin Raeside as a co-director of Nova Consultants (Nova) at the beginning of 2009, she now spends her time helping clients deal with regulation monitoring and compliance management and she also routinely provides technical training and support to clients and the profession. > Kathryn Hiddleston Grant Thornton Kathryn leads the UK restructuring tax team for Grant Thornton UK LLP. Her role includes providing restructuring and rescue advice to distressed businesses or those acquiring from distressed scenarios, giving both pre- and postinsolvency advice, and supplying forensic and investigation expertise in relation to UK and international tax. She co-ordinates the work of any area of tax relating to restructuring, insolvency or investigation including corporate, individual, VAT and customs duties, stamp and employment taxes. Kathryn has 25 years experience of specialising in this area and sits on various committees with HMRC to infl uence policy and draft legislation to aid in restructuring. Recent examples include HMRC s review of the taxation of debt. > Kenneth Marland Harrisons Business Recovery and Insolvency Practitioners Ken qualifi ed as an Insolvency Practitioner in 1996 at the Manchester offi ce of BDO Stoy Hayward before moving to Deloitte in Nottingham. Having joined Harrisons in 1999, Ken has continued to be involved in providing both formal insolvency and informal solutions such as refi nancing, negotiated repayment plans etc, for a broad range of clients in manufacturing and leisure. Ken is a member of the Investigation Committee, the Personal Insolvency Committee and the Practice Guidance Ethics and Standards Committee of his regulators, the Insolvency Practitioners Association, and is a Fellow of R3. > Michelle Butler The Compliance Alliance Michelle is a partner of The Compliance Alliance, which provides compliance reviews, support services, document packs and webinars to insolvency practitioners. Her blog, Insolvency Oracle, has become renowned for its practical and critical analyses of regulatory developments affecting IPs. Michelle spent 15 years working in insolvency practices and then seven years in the Insolvency Practitioners Association, fi rst as Regulation Manager and then as Head of Regulatory Standards and Monitoring. She became an independent consultant in 2013 and a founding member of Resources for IPs LLP t/a The Compliance Alliance in Michelle speaks regularly at R3 events including the R3 SPG Forum and Technical Reviews. She joined the R3 SPG Committee in 2013 and the R3 General Technical Committee in > Simeon Gilchrist Edwin Coe LLP Simeon read Law with French at Leicester and Strasbourg universities, qualifying as a solicitor in With both contentious and transactional insolvency expertise, Simeon advises insolvency practitioners, banks, distressed companies and individuals in a wide range of both corporate and personal insolvency matters. His corporate transactional work has an administration bias with the preparation of business sales being a particular specialism. In personal insolvency matters, Simeon has a specialist European Regulation practice, advising individuals, practitioners and creditors on the application of the European Regulation and what is known as COMI shifting or bankruptcy tourism. Having been a member of R3 for many years, he was delighted to be elected to R3 Council and to become the SPG Committee Chair at the end of > Simon Passfield Guildford Chambers Simon is a specialist insolvency barrister at Guildhall Chambers who undertakes litigation and advisory work in all aspects of corporate and personal insolvency law. He has been consistently recognised as a leading junior in this fi eld by Chambers and Partners and Legal 500 and has appeared in more than 20 reported insolvency cases.

3 COURSE PROGRAMME 9.00 Registration and coffee Chairman s introduction Chris Herron, Herron Fisher Tax: What s the latest? An update of the topical tax issues and the positive discussions currently being held with HMRC as we seek to fi nd solutions to these concerns. This session will also discuss issues surrounding Accelerated Payment Notice (APN) and follower notices which are increasingly becoming a feature in insolvency procedures including, what you need to do as an IP following receipt of an APN and how these should be treated for voting and distribution purposes. This session also highlights prospective changes to legislation ahead following the recent round of HMRC consultations and the impact that these may have on rescue procedures. Caroline Sumner, R3 (Leeds & Bristol) Kathryn Hiddleston, Grant Thornton (London) Putting the new rules into practice: Part 1 Corporate insolvency We have all heard the theory. Now it s time to start putting the new rules into practice. This presentation will look at the practical consequences of key changes in corporate insolvency, the pros and cons of the variety of decision processes and strategic options around getting appointed and seeking approval for fees and proposals. Additionally some lesser-publicised potential traps and advantages introduced by the new rules. Michelle Butler, The Compliance Alliance Coffee break Legal update This session will examine the important decisions of the last few months with a view to providing practical advice on the impact of those judgments and what they mean to you on a day to day basis. Graham McPhie, Moon Beever BOOK NOW courses@r3.org.uk Putting the new rules into practice: Part 2 Personal insolvency Theory is now over. Now it s time to start putting the new rules into practice. In this presentation pairing. Speakers will review the practical consequences of key changes in personal insolvency, the variety of decision processes and strategic options around getting appointed and seeking approval for fees and proposals. Other topics include lesser-publicised potential traps and advantages introduced by the new rules. Joanne Harris, Compliance Alliance (London) Joanne Quinn, Nova Consultants (Leeds) Colin Raeside, Nova Consultants (Bristol) Lunch What constitutes as best advice? Against the backdrop of the current personal insolvency market, complaints from debtors are increasing and there is increased regulatory scrutiny on personal insolvency procedures. This presentation will examine what actually constitutes best advice and how IPs can ensure that they are providing good advice to individuals with fi nancial diffi culties. Kenneth Marland, Harrisons Business Recovery and Insolvency Practitioners Learning from the mistakes of others regulatory hot topics and common pitfalls We will share her tips on current regulatory hot topics and highlight areas of concern identifi ed in recent monitoring visits, to help you avoid encountering any surprises during your next visit. Alison Timperley, ICAEW Coffee break Appearing at court how prepared can you be? Giving evidence in court is undoubtedly one of the more daunting tasks that an IP will face during their career. This session will offer practical tips (and a few war stories) on how to ensure that your court experience goes according to plan. From the best way to present your evidence to what to wear, we will discuss what to do (and what not to do!) when you re called to appear in the witness box. Simeon Gilchrist, Edwin Coe LLP Simon Passfield, Guildhall Chambers Chairman s close

4 COURSE PRICES Please tick appropriate membership category Cost includes all refreshments LONDON 28 March 2017 Copthorne Tara Hotel VAT ( 408) Fellows VAT ( 426) Members / New professionals VAT ( 426) Associates VAT ( 536) Non-members LEEDS 6 June 2017 The Queens Hotel VAT ( 348) Fellows VAT ( 366) Members / New professionals VAT ( 426) Associates VAT ( 486) Non-members BRISTOL 4 July 2017 Mercure Bristol Grand Hotel VAT ( 348) Fellows VAT ( 366) Members / New professionals VAT ( 426) Associates VAT ( 486) Non-members APPLICATION FORM Surname Additional delegate Additional delegate Company Address Tel no Contact name (if not delegate) PO number How did you hear about this course? First name Postcode Post LinkedIn Recovery Magazine Other (please specify) Card holder s name *Card no Tick to receive R3 membership information Credit/debit payment form We accept any of the following payment methods (please tick): Visa Mastercard Maestro Visa Electron *Card issue no Payment amount or valid from / *Expiry date / *Security code (last 3 numbers on the back of the card) SPG TECHNICAL REVIEW ONE DAY COURSE I will be making payment by credit card Please invoice me I enclose a cheque payable to Association of Business Recovery Professionals BOOK NOW courses@r3.org.uk Signature: Date / / (*indicates mandatory fi eld) R3 takes your privacy seriously. We will retain and use your personal data to provide you with information on our services. Your name and firm will be published in the delegate pack for every course you attend, unless otherwise requested. Cheques to be made payable to Association of Business Recovery Professionals. Bookings will only be accepted on receipt of registration form by post, fax, (courses@r3.org.uk) or through the R3 website, Delegate substitutions are permitted but a supplement will be charged where there is a difference in membership category. Credit notes will only be issued if cancellations are received in writing no less than two working days prior to the date of the course. Refunds will not be available. A VAT receipt will be issued. R3 reserves the right to change the programme should circumstances dictate.

5 The Voice of Business Recovery Key sponsorship partners THE DEBTOR BOOK PROFESSIONALS Not an R3 member? R3 is the leading trade body of Business Recovery Professionals operating as the most authoritative body for the Insolvency Profession. How do I join? To take advantage of its member benefi ts, join today and receive discounts on R3 courses, including this one. Visit CPD Accreditation The course constitutes structured CPD to meet the requirements of the Association of Certifi ed Chartered Accountants (ACCA), the Institute of Chartered Accountants in England and Wales (ICAEW), the Insolvency Practitioners Association (IPA), the Institute for Turnaround (IFT), Solicitors Regulation Authority (SRA) and the Bar Standards Board. Bar Standards Board CPD provider ID number: hours Association of Business Recovery Professionals 8th floor, 120 Aldersgate Street London EC1A 4JQ Tel: Fax: courses@r3.org.uk LinkedIn: R3 Courses and Conferences group