2017 courses. CPD Courses from 59 Practical Workshops from 66 Online Training from 75. Accountancy, tax and skills training local to you.

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1 Accountancy, tax and skills training local to you 2017 courses SOLENT SOLENT SOLENT CPD Courses from 59 Practical Workshops from 66 Online Training from 75 All prices subject to VAT in partnership with

2 Here to help you We are delighted to introduce our 2017 Brochure our best yet! Delivered in partnership with Mercia Group Ltd, our 2017 programme offers the training you need to help improve the knowledge and efficiency of your entire team. Core and specialist CPD to help you stay on top of all the latest changes Practical Workshops to support the development of your team Online training let the training come to you! CPD and workshops from your desktop Management and personal development courses everything to keep your practice on track This brochure showcases your 2017 options, providing you with details of all the courses available in your area as well as online. Getting in touch Call us on our dedicated phone line To see the full range of courses and to make or amend your bookings visit Our team Our whole team is passionate about achieving excellence and helping firms to maximise the value they receive from their training. Mercia Group, our partner in training, has over 30 highly qualified experts making up a dedicated technical team who are central to our course delivery. This means we can bring you the best speakers on the latest topics, whether core or specialist. Our CPD events run in, and and are hosted by our dedicated course administrator, Jane Finch. s Your Training. Your Way. 4 Management and Personal Development Courses 5 How to Book 6 CPD Course Programme 7 Practical Workshop Programme 9 11 Online Training CPD Course Outlines CPD Speaker Profiles Practical Workshop Outlines Membership Our support teams include dedicated training administrators, innovative design and marketing specialists and IT developers, all focusing on our customers. We are proud that some of Solent Accountancy Training s clients have been with us since we started 30 years ago! high quality training and excellent value, which is why we have never looked elsewhere for our training needs. eds Stephen Sellers, Grant Sellers Do you have any questions? Would you like to know more about our training options? Do you have any questions about payment arrangements or accessing online courses? Feel free to get in touch with any of our team on or us at solentenquiries@merciagroup.co.uk or using the addresses below: Tim Bentall Manager, Solent Accountancy Training tcb@timbentall.co.uk Andrew Paul Training Events Manager, Mercia Group Ltd andrew.paul@merciagroup.co.uk 2 Call us on Visit our website at 3

3 Your Training. Your Way. Face to Face Training Prices 1 5 places 104 per place CPD Season Ticket 6 9 places 64 per place 10+ places 59 per place Practical Workshops From 66 per half day Management and Personal Development Courses Interpersonal skills play an essential part in the success of a professional practice and our programme of management and personal development courses, designed especially for firms in the Solent area, will ensure your team members have the skills they need to fulfil their own potential and that of your firm. Delegates can attend a single course or can follow the programme from level 1 to level 3 as they progress through their management role. Membership Packages Online Training Core CPD Webinars / Quarterly updates Specialist Webinars Practical Workshops Specialist Workshops Membership Packages Firm wide training for a fixed monthly fee. See pages for prices Prices Sole Practitioner partners partners or more partners per webinar 75 per person (two weeks access) For firm wide access see Core CPD Webinar prices above 120 per person (two weeks access) For firm wide access see Core CPD Webinar prices above Firm wide access for a fixed monthly fee. See pages 3637 for prices Detailed outlines for these courses can be found on our website at Level 1 Preparing to Manage Date Price Speaker Developing your Management Style 4 Apr Sally Hutchings Level 2 Managing Performance Effective Presentation Skills 4 Oct Michael Siviter Level 3 Managing and Developing the Practice Coaching and Mentoring What Works and What Doesn t All prices are subject to VAT 8 Jun John Sharkey InHouse Training Events bespoke to your teams requirements All prices are subject to VAT Prices From 1,400 per event Venue and timing Holiday Inn (M3 J13) Leigh Road Hampshire SO50 9PG Tel: All courses run from 9.30am to 5.00pm and include lunch. 4 Call us on Visit our website at 5

4 CPD Courses All of our courses are presented by highly experienced, first class speakers, drawn either from our internal lecturing team or a pool of external presenters. Every course is supported by detailed course notes, which serve as a guide during the presentation and a reference document at a later date. See pages for outlines. Courses available online indicated by this symbol. How to book Online Book online at Send your requests to solentenrolments@merciagroup.co.uk Phone Call a member of our enrolments team on Post Complete the booking form and return by post to Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP CPD Course programme...from 59 plus VAT For outlines see pages Course Available Online Audit and Assurance Update 23 Feb 10 Feb Small and MicroEntities: Implementing the New Regime 10 Mar 2 Mar PAYE and Benefits Update 21 Mar Inheritance Tax Update 7 Apr OMBs What s Hot in Tax 5 May Delighting Your Clients 9 May Directors' Transactions and Other Company Law Issues 24 May Finance Bill Jun 5 Jul 23 Jun 4 Jul Motivational Leadership and Team Development 5 Sep Accountancy Update and Current Issues 14 Sep 26 Sep 27 Sep 27 Oct Current Issues in Property Taxation 17 Oct 2 Oct Topical Tax Issues for Accountants 16 Nov 3 Nov Venues and timings The Village Hotel Wessex Fields Deansleigh Road BH7 7DZ Tel: Timings: 9.30am 12.45pm Holiday Inn (M3 J13) Leigh Road Hampshire SO50 9PG Tel: Timings: 9.30am 12.45pm Solent Hotel Rookery Avenue Fareham PO15 7AJ Tel: Timings: 9.30am 12.45pm Topical Tax Issues for Tax Specialists 23 Nov Taxman Traumas Dealing with HMRC 29 Nov Hot Topics in VAT 12 Dec 30 Nov These courses are available online Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia reserves the right to vary the published programme. 6 Call us on Visit our website at 7

5 New UK GAAP Online Transition Library Ensure that you and your entire team are prepared for FRS 102. Practical, easy reference elearning modules Background information Practical examples and interactive, multiple choice tests Comparisons to old UK GAAP FAQs 31 modules including topics such as: Investment Properties Business Combinations and Goodwill Lease Incentives Transition Options Financial Instruments Small and MicroEntities Plus many more... Practical Workshops Our practical workshops are designed to help your new starters be immediately effective in the office. The workshops start with a basic introduction for staff with little or no prior knowledge of the subject and develop these skills as more experience is gained. With a choice of face to face and online options across the areas below you can select the workshops that best suit your firm and staff needs. Bookkeeping Accounting Auditing Taxation of Businesses Taxation of Individuals Refreshers Something for Everyone See pages for outlines. How to book Online Book online at Send your requests to solentenrolments@merciagroup.co.uk Phone Call a member of our enrolments team on Post Complete the booking form and return by post to Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP...interesting and helpful hints on audit and accounts issues arising from new UK GAAP... Makeda Watkinson, Martin and Company 8 Call us on Visit our website at 9

6 Practical Workshop Programme...from 66 plus VAT Our core practical workshops are designed to teach basic principles across a range of topics. For outlines see pages Page Course Bookkeeping 24 Bookkeeping: The Principles 1 day 4 Sep 24 Bookkeeping: The Next Stage 1 day 5 Sep 25 Bookkeeping Case Study 2 days 6 7 Sep Accounting Available Online Duration Who should attend 26 Preparing and Finalising Accounts 1 day 1 Mar Practical Accounting Problems 1 day 9 Nov Venues and timings Ibis, West Quay Road Western Esplanade SO15 1RA Tel: am courses: 9.30am 12.30pm pm courses: 1.30pm 4.30pm Key + New to the discipline ++ Have a basic understanding +++ Have a good understanding For a full list of online courses please see pages 12 and 13. Auditing 27 How to Audit: An Introduction am 21 Feb 27 How To Audit: Case Study 2.5 days Feb 28 How to Audit: The Next Stage 1 day 7 Nov 28 Practical Auditing Problems 1 day 8 Nov Taxation of Businesses 29 Taxation of Businesses 1 1 day 5 Dec 29 Taxation of Businesses 2 am 7 Feb 30 VAT Issues for Accounts Staff pm 7 Feb 30 Employment Benefits and P11Ds am 3 Mar 31 Payroll Update pm 3 & 28 Mar Taxation of Individuals 32 Introduction to Taxation of Individuals 1 day 6 Dec Updates and Refreshers 33 The Audit & Accountancy Update / Refresher 1 day 3 Apr 33 General Tax Update for Accounts Staff 1 day 5 Oct 34 Something for Everyone Professional Skills: Making the Right Start with Colleagues and Clients am 8 Sep 34 Professional Skills: Managing Yourself 1 day 7 Dec 35 Making the Most of Excel (2013) am 12 Apr 35 Making the Most of Sage 50 pm 12 Apr Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia reserves the right to vary the published programme. These courses are available online For prices see page Call us on Visit our website at 11

7 Online Training An extensive programme of over 100 webinars and online workshops, the perfect option if you prefer online training or can t make a face to face course. Interactive Learning Interactive workshops are an engaging and effective way to learn. You can work through at your own pace, enhance your understanding with visuals, examples and case studies and then test your knowledge. Practical Workshops Designed to teach the basic principles of accounting, auditing and taxation as required in a professional office and to develop these skills as more experience is gained. There are 20 workshops available, including topics such as: Bookkeeping Introduction to Money Laundering Preparing Company Accounts How to Audit: An Introduction Introduction to PAYE and NI Employment Benefits and P11Ds Some of these are also available as face to face workshops, see pages Prices 75 plus VAT per person, per workshop, for two weeks access. For firm wide access (until 31 December) see Core CPD Webinar prices. Practical workshops are included in membership packages (except for CPD membership) Specialist Workshops New for 2017, we are creating a range of online workshops which can be used to teach the fundamentals or as a refresher or update on specialist assignments such as: FCAs Charities Academies Solicitors etc. These workshops are available all year round. Prices 120 plus VAT per person, per workshop, for two weeks access. For firm wide access (until 31 December) see Core CPD Webinar prices.. Included in membershipplus packages Other members receive 25% discount Would you like firm wide access to all online training for a fixed monthly fee? See membership packages on pages Webinars Webinars are a great way to meet your CPD training needs. They are simple to navigate, making it easy to find the section or topic you are looking for, and include a video, comprehensive slides and notes. Core CPD A programme of 12 three hour webinars: recorded versions of our face to face CPD courses Edited into chapters watch in bite size chunks Listen on the move download an MP3 of the audio Can be purchased individually or as a programme VAT Update and Problem Areas Recent Developments in Personal and Employment Taxes Audit and Assurance Update Accountancy Update and Current Issues Money Laundering Update Spring Tax Update OMBs What s Hot in Tax New UK GAAP The Tax Impact IHT: Practical and Current Issues Finance Act 2017 Small and MicroEntities: Implementing the New Regime Topical Tax Issues Prices Individual courses Access for the whole firm: Sole practitioner 80 plus VAT 24 partners 180 plus VAT 59 partners 350 plus VAT 10 or more partners 690 plus VAT Complete programme Subscribe from 365 plus VAT per annum. This programme is included in all membership packages Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec Specialist Recorded specialist webinars (approximately one hour) which explore in detail a wide range of topics, across accountancy, audit and tax, for example: Academies Property tax Auto Enrolment Trusts MicroEntities These webinars are planned throughout the year, so keep an eye on our website for the latest titles. webinarsspecialist Prices 75 plus VAT per webinar All webinars are included in membershipplus packages Other members receive 25% discount Quarterly Updates Stay up to date, with our informal, one hour quarterly updates. Each series will consist of informative and entertaining presentations. Quarterly Tax Updates Quarterly Accountancy Updates webinarsquarterly Prices Subscribe to either the tax or accountancy updates, access for the whole firm: Sole practitioner 80 plus VAT 24 partners 180 plus VAT 59 partners 350 plus VAT 10 or more partners 690 plus VAT Updates are included in all membership packages 12 Call us on Visit our website at 13

8 CPD Courses CPD Courses Audit and Assurance Update Speaker: Phil Frost, Mercia Group Ltd This course will provide an update on the most recent changes affecting auditing in the UK and their practical implications for the planning and execution of audits. It will also consider assurance for the everincreasing number of entities no longer requiring statutory audit. is likely to include: Guidance on the application of revised UK and Ireland International Standards on Auditing and the new Ethical Standard for Auditors Feedback from the main Regulators (QAD/ACCA/ AQR) and the FRC annual report Audit exemption and an update on assurance, including review engagements New UK GAAP audit issues for small and notsmall entities Small and Micro Entities: Implementing the New Regime Speaker: David Smith, Mercia Group Ltd For periods commencing on or after 1 January 2016, small entities will adopt FRS 102 (with Section 1A) and microentities will adopt FRS 105. The new standards may require significant amendments to companies accounting policies and revised company law will impact the presentation and disclosure within both small and microentity accounts. Topics will include: An overview of the accounting differences between the FRSSE, FRS 102 and FRS 105 The transition process in s35 FRS 102 and s28 FRS 105 Case study examples illustrating the transition adjustments for small and microentities Presentation and disclosure under FRS 102 section 1A and FRS 105 Helping clients with the transition process A true and fair view considering additional disclosures PAYE and Benefits Update Speaker: Norman Allison, Mercia Group Ltd In recent years there have been numerous, important changes in tax and National Insurance legislation which affect the day to day operation of clients businesses. This course will provide participants with a wide ranging, practical review of these recent developments in benefits in kind and National Insurance. It will also identify how to address the potential difficulties which may arise. Topics will include: A review of new developments A review of current compliance issues Benefit in kind problem areas Salary sacrifice developments Travelling and subsistence Other topical issues Inheritance Tax Update Speaker: Pat Nown, Mercia Group Ltd The course will focus on recent developments and key issues affecting the opportunities for IHT Tax planning. It will also include a refresher for participants of the essential areas of IHT planning during a lifetime at death including trusts in order that clients may minimise their potential tax liabilities. Topics will include: Recent developments IHT and the family home Domicile issues and IHT planning The impact of the changes to IHT trust calculations The impact of pension fund changes on IHT planning Lifetime planning Will planning including post death variations The business succession planning and other exits including trusts The key reliefs: BPR and APR Available online Available online Available online Available online 23 Feb 10 Feb 10 Mar 2 Mar 21 Mar 7 Apr 14 Call us on Visit our website at 15

9 CPD Courses CPD Courses OMBs What s Hot in Tax Speaker: Norman Allison, Mercia Group Ltd This course aims to cover the practicalities of dealing with key areas of advice for the owner managed business. Planning issues will be discussed and supplemented by practical examples where relevant. The course topics are likely to include: Working from home claims Incorporation issues and maximising capital allowances Benefits in kind The new 2016 dividend regime and planning thereon Low salary, high dividend case studies Optimum profit extraction Alphabet shares Dividend waivers Overdrawn loan accounts Update on Making Tax Digital Delighting Your Clients Speaker: John Sharkey, Mercia Group Ltd This session will enable participants to reflect on: How effectively they are currently managing their client relationships How they can ensure a consistent, excellent service is delivered to clients How that service can be improved How greater advocacy can be developed within their client base will include: The key drivers of service excellence Identifying your Moments of Truth and your Coffee Stains Developing trust the bedrock of client relationships Adding value and developing client advocacy Handling areas of difficulty including client objections Making the most of client meetings Directors Transactions and Other Company Law Issues Speaker: Phil Frost, Mercia Group Ltd The treatment and disclosures of transactions with directors remains a difficult and complex area, particularly in light of changes made in FRS 102 and the new statutory disclosures for small companies, as well as HMRC penalties for incorrect tax treatment. This course will address the accounting and legal requirements of transactions between a company and its directors. It will also provide a refresher of directors company law responsibilities and of share capital reduction and repurchase. will include: Transactions between a company and its directors: Legality and consequences of noncompliance Companies Act disclosure requirements for advances, credits and guarantees FRS 102 accounting treatment of loans to and from directors whether at a market rate of interest or representing a financial transaction Disclosure of transactions required by FRS 102 (medium/large companies) and the Companies Act 2006 (small) in respect of related parties. Finance Bill 2017 Speaker: Pat Nown, Mercia Group Ltd This course will cover all of the major clauses in the Finance Bill and will concentrate on the practical implications for accountants and their clients. Key topics will include Personal tax Business and corporate tax changes Employee tax Capital taxes changes Overview of VAT and SDLT Other legislative changes Company law refresher: Directors who are they and what are their duties? Disputes and dealing with minorities Procedural matters constitution, company name, statement of capital, register of PSC Purchase and redemption of shares Reduction of share capital Hiveups accounting treatment Available online Available online 5 May 9 May 24 May 29 Jun & 5 Jul 23 Jun & 4 Jul 16 Call us on Visit our website at 17

10 CPD Courses CPD Courses Motivational Leadership and Team Development Accountancy Update and Current Issues Current Issues in Property Taxation Topical Tax Issues for Accountants Speaker: John Sharkey, Mercia Group Ltd This session will enhance the ability of participants to: Exercise enabling leadership skills, gain commitment from colleagues and achieve high quality results Develop their leadership style to improve the output from their teams Achieve successful team development will include: Managing and leading getting the right balance Leadership styles and skills Choosing the right leadership behaviours for the right situations Gaining commitment not just compliance realising the motivations of others Building and developing the team right person, right job Leading and communicating key stages from planning to review Developing the team Speaker: Jeremy Williams, Mercia Group Ltd Significant changes have been made to financial reporting under UK GAAP. The changes affect micro, small and medium sized entities in different ways whether through changes in legislation, driven by the EU, or the implementation of FRS 102 and FRS 105. The content is likely to include: Lessons learned from the implementation of FRS 102 The withdrawal of the FRSSE (2015) and the introduction of FRS 102 (1A) for small entities and FRS 105 for microentities Opportunities on transition from old to new UK GAAP Likely changes to UK GAAP Regulatory roundup including filing and other company law changes Practice Guidance and feedback from Professional Regulators Overview of current developments and issues in International Accounting Standards Speaker: Malcolm Greenbaum, Greenbaum Training & Consultancy Ltd The course will cover topical issues that practitioners encounter when dealing with clients with residential and commercial property interests. Topics are likely to include: Common problem areas when dealing with property income PPR relief challenges by HMRC ATED when it applies, how much it costs and returns that need to be filed Calculation of company tax on ATED properties subsequently sold VAT reminder of some key VAT points, recent cases involving property transactions Recent legislative changes affecting property development, investment and residences Speaker: Jo Houghton, Mercia Group Ltd The course will aim to make participants aware of developments in direct taxation over the last six to twelve months and issues of current concern, together with highlights of the tax planning opportunities available. Please note: this course is designed for those who work in accounts rather than tax. will be similar to that of Topical Tax Issues for Tax Specialists and delegates should not attend both. For those looking for a more practical update we recommend General Tax Update from our Practical Workshops programme. The course will review developments and planning points under the following headings: Business and corporate tax Personal tax Employment tax Capital taxes Administration and other taxes Developments in case law, HMRC practice and changes currently under discussion will also be included. Available online Available online 5 Sep 14 Sep & 26 Sep 27 Sep 27 Oct 17 Oct 2 Oct 16 Nov 3 Nov 18 Call us on Visit our website at 19

11 CPD Courses CPD Courses Topical Tax Issues for Tax Specialists Speaker: Mark Morton, Mercia Group Ltd The course will aim to make participants aware of developments in direct taxation over the last six to twelve months and issues of current concern, together with highlights of the tax planning opportunities available. Please note: this course is designed for those who work in tax rather than accounts. will be similar to that of Topical Tax Issues for Accountants and delegates should not attend both. For those looking for a more practical update we recommend General Tax Update from our Practical Workshops programme. The course will review developments and planning points under the following headings: Business and corporate tax Personal tax Employment issues Capital taxes Administration and other taxes Developments in case law, HMRC practice and changes under discussion will also be included. Taxman Traumas Dealing with HMRC Speaker: Mark Morton, Mercia Group Ltd The course is designed to cover all aspects of self assessment and corporate enquiries by local tax districts under the new regime. This will include practical tips and review of the relevant legislations as well as the practicalities of dealing with HMRC including: Understanding HMRC An overview of the legislation The selection of enquiry cases The enquiry process and penalties regime Practical pointers and examples Hot Topics in VAT Speaker: Gwen Ryder In addition to reviewing general VAT changes in the last 12 months, this course will provide you with an overview of some of the key VAT issues and hot topics in the VAT arena, so that you can identify pertinent clients and add some value to your services. Course areas will include: Review of VAT changes in the previous 12 months Summary of the more far reaching cases of the last year Topical input/output tax What are the areas within VAT that are currently on HMRC s radar? Areas of particular current difficulty to businesses Available online Available online 23 Nov 29 Nov 12 Dec 30 Nov 20 Call us on Visit our website at 21

12 CPD and Management Course Booking Form I would like to book the following courses: Venue Date am/ pm No of Places Delegate Names Small and MicroEntities: Implementing the New Regime Audit and Assurance Update Finance Bill 2017 Topical Tax Issues for Accountants Topical Tax Issues for Tax Specialists Hot Topics in VAT PAYE and Benefits Update Delighting Your Clients Motivational Leadership and Team Development Accountancy Update and Current Issues Inheritance Tax Update Current Issues in Property Taxation OMBs What s Hot in Tax Taxman Traumas Dealing with HMRC Directors Transactions and Other Company Law Issues Personal Details (Required for all bookings, including members.) Firm Address Payment Details Total 59 if 10 or more places booked Total 64 if 6 9 places booked Total 104 if 1 5 places booked Management 430 Management 450 plus 20% TOTAL (Cheque enclosed payable to Mercia Group Ltd) Tel No Contact Name Paying By Credit Card: Visa, Mastercard or Delta Accepted Cardholder No Security Code Card Expiry Date Please return by or post to the address below Cardholder Name & Initials Cardholder Address (Inc. Postcode) Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to solentenrolments@merciagroup.co.uk you can also book online at Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 614 Underwood Street, London N1 7JQ [SOLENT]

13 Practical Workshops Booking Form Course Title Date Venue Delegate Names Cost Personal Details (Required for all bookings, including members.) Firm Address Payment Details There is no need to complete the following payment details if applying for membership or membershipplus. Sub total plus 20% TOTAL (Cheque enclosed payable to Mercia Group Ltd) Paying By Credit Card: Visa, Mastercard or Delta Accepted Tel No Contact Name Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) Please return by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to solentenrolments@merciagroup.co.uk you can also book online at Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 614 Underwood Street, London N1 7JQ [SOLENT]

14 Online Membership Application and Online Course Booking Form Firm Tel No Address Main Contact Main Online Membership Options please select Online CPD Membership Online Membership Online MembershipPLUS Fees Online CPD Membership To purchase individual courses Course Title Cost Per firm fee 260 No. of Partners/Managers/Senior staff x 180 Sole Practitioner x 360 Online Membership Per firm fee 260 No. of Partners/Managers/Senior staff x 185 No. of Trainees/Junior staff x 185 Online MembershipPLUS Per firm fee 460 No. of Partners/Managers/Senior staff x 380 No. of Trainees/Junior staff x 185 Sole Practitioner x 760 Full Online Practical Workshops Library Per firm fee 250 No. of Trainees/Junior Staff x 180 Payment Details Sub total plus 20% TOTAL (Cheque enclosed payable to Mercia Group Ltd) Paying By Credit Card: Visa, Mastercard or Delta Accepted All staff involved in chargeable work should be included. The definition of a Sole Practitioner is a Partner with no staff members. Sub total plus 20% TOTAL The fee will be invoiced in advance but can be paid in monthly instalments. A Direct Debit Mandate will be sent to you on receipt of your application. Please note that credit card payments must be made in full. Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) Please return by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to solentenrolments@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 614 Underwood Street, London N1 7JQ [SOLENT]

15 Membership Application Form Firm Address Tel No Main Contact Main Enrolment Contact Enrolment Staff Names Partners/ Principals/ Directors Managers/ Senior Staff (Those for whom CPD courses are relevant) Please include all staff who are involved in chargeable work. Those working on a part time basis (less than 20 hours per week) should be included as 0.5 (not applicable to Partners/ Principals/Directors). Membership Options please select CPD Membership Membership MembershipPLUS Fees CPD Membership Per firm fee 160 No. of Partners/Managers/Senior staff x 430 Membership Per firm fee 160 No. of Partners/Managers/Senior staff x 430 No. of Trainees/Junior staff x 310 Trainees (Those for whom Practical Workshops are relevant) Other Junior Staff (Those for whom Practical Workshops are relevant) Total No. of Staff MembershipPLUS Per firm fee 360 No. of Partners/Managers/Senior staff x 645 No. of Trainees/Junior staff x 310 plus 20% TOTAL Paying By Credit Card: Visa, Mastercard or Delta Accepted Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) The fee will be invoiced in advance but can be paid in monthly instalments. A Direct Debit Mandate will be sent to you on receipt of your application. Please note that credit card payments must be made in full. Please return with completed course booking form by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to solentenrolments@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 614 Underwood Street, London N1 7JQ [SOLENT]

16 CPD Speaker Profiles The Small Print Norman Allison FCCA Before returning to Mercia, Norman was a Senior Tax Manager at Target in the heart of the City of London dealing with the tax affairs for a number of High Net Worth clients. Prior to that he was with H&R Block Inc for nearly 10 years dealing with the tax affairs of a wide range of clients and managing a national project with Barclays Bank, as well as presenting throughout Eastern Europe. Phil Frost BA ACA Phil started lecturing in 1983 having qualified with Coopers & Lybrand in his home town, Sheffield. He was the Midlands regional director of Financial Training before joining Mercia in He lectures to the accounting profession and to those in industry and commerce on accounting, auditing, and related legal and regulatory topics. He also specialises in charity and property accounting and International Accounting Standards. Malcolm Greenbaum Malcolm is a director at Greenbaum Training and Consultancy Limited. He is a UK Chartered Accountant and Chartered Tax Advisor winning the John Wood Medal in the November 1995 CIOT sitting for the best paper on business taxation. He was previously Director of Finance and Taxation Programmes at BPP Professional Education. Jo Houghton ACA CTA Jo trained and qualified with Coopers and Lybrand in Business Services and then moved into Corporate Tax. After leaving Coopers she spent several years working in industry in the tax department of a large multinational group before moving back into practice at PwC. In the later years of her time at PwC Jo worked in the tax section of the national training department. She is also a Qualified Teacher. Sally Hutchings BSc ACA Sally trained and qualified with Deloitte, before joining Mercia in 1992 as a member of the audit and accounts team. Sally s role includes presenting practical accounts and audit courses including training on the Mercia Audit Manual. She specialises in SRA Accounts Rules and writes and delivers courses on this area to both accountants and solicitors as well as updating the Mercia Specialist Assignment Manual and providing technical support. In addition to technical training, Sally delivers personal development courses and carries out audit file reviews. Mark Morton BA CTA ATT Mark joined HMRC in 1989 and undertook their full training exams. In 1996 he was made Deputy District Inspector for the Derby area and had detailed experience of all types of Revenue enquiries. Mark joined Mercia as an experienced lecturer and now provides a wide variety of CPD training around the country. He is also a well known contributor to professional publications and provides technical consultancy to the accountancy profession. Pat Nown ACA CTA ATT Pat joined Mercia in 2008 as a tax lecturer, bringing a wealth of experience with her. She worked for many years with FTC Kaplan where she was Tax Product Director for the Midlands and has been a tax lecturer for many years, both for exam based training and for the profession in general. Gwen Ryder Gwen worked in HM Customs (now HMRC) for 9 years before joining the Big 5. She subsequently became the VAT and Customs Partner in a top 20 firm, before forming her own consultancy practice in Gwen is an Associate of, and former examiner for, the Institute of Indirect Tax, and a member of the Customs Practitioners Group and The VAT Practitioners Group. She advises and lectures on all aspects of VAT and Customs duty as it applies in the UK and internationally. John Sharkey BA(Econ) ACA John is Director of Mercia s Management Training Division and specialises in management and professional skills training for accountants in practice. He joined the Mercia lecturing team in 1998, having previously worked as Managing Director of a training consortium looking after the training and technical needs of independent accountancy practices. His presentations are renowned for their energy, enthusiasm and practical relevance and for challenging participants. Michael Siviter CIMA AAT Michael is a senior training consultant within Mercia s Management Training Division. He joined the Mercia lecturing team in 2011, having previously been a lecturer with Kaplan Financial for four years. He qualified as an accountant with Rolls Royce, having started his finance career at an independent firm of accountants. Michael has an energetic and dynamic style which engages with his audience and maximises their learning and development. David Smith FCCA Prior to joining Mercia in 2010, David managed a varied portfolio of audit and accounts clients at Grant Thornton. In addition to his lecturing commitments, he is editor of the Mercia Audit Manual, chair of Mercia s Audit Manual Committee and responsible for the Mercia Academies Specialist Assignment Manual. Jeremy Williams ACA Jeremy joined Mercia in 2000 as an audit and accounts lecturer, having qualified with KPMG in Leicester. As well as lecturing on a wide variety of audit and accounting topics, Jeremy is responsible for FCArelated products as well as providing technical support and developing our online practical workshops. After processing your booking we will send you an to confirm the places we have reserved on your behalf. Where appropriate an invoice will be sent by covering the course fee. Our payment terms are 30 days. We reserve the right to cancel, or make changes to, any course shown without prior notice. All prices are plus VAT, where applicable. Face to Face Courses If you have not received confirmation within 10 days of making your booking please call us on to make sure your booking has been received. Joining instructions will be sent by to your enrolment or main contact 10 days before the date of the course. These will include venue directions and should be forwarded on to those attending the course. Places are limited on all courses. Places are allocated on a strict first come, first served basis. If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserves the right to charge a 25 administrative fee or refuse the request. Refunds will be subject to a 20% administrative charge. Where notice of cancellation is received less than 14 days prior to the course on which you have booked a place, no refund will be made. Tea, coffee and biscuits are provided during morning and afternoon breaks of all CPD courses. The course fee does not include lunch, except where shown or indicated on the joining instructions. Course documentation can only be provided to those who book to attend the course concerned. Where the course is presented by a Mercia member of staff, copies of the course notes can be purchased. In the event of Mercia cancelling or postponing a course or workshop, our liability will be limited to a full refund of the course fee. Mercia cannot be held responsible for any personal belongings left at any course venue. The content of the course may vary dependant on the speaker and course location. Online Training The course will be made available in your firm s online library after which time cancellations will not be accepted. It will be available to view up until the date specified. The content of recorded online training is the content as at the time of recording and neither Mercia nor its presenters are liable for any errors or omissions in that content. Mercia reserves its copyright in the online training and all materials and recordings associated with them, and no licence is hereby granted for you or others in your organisation to copy or distribute, whether as a commercial activity or otherwise any recording of it, or the materials associated with it, including all links to such recordings and materials that may be sent to you. 22 Call us on Visit our website at 23

17 Practical Workshops Bookkeeping Bookkeeping Practical Workshops Bookkeeping: The Principles 132 PLUS VAT PER PLACE NO CHARGE FOR The course is essential for anyone who is new to accounting and wishes to understand bookkeeping and accounts preparation. A must for all new starters. Participants will be introduced to the basic principles of double entry bookkeeping, along with accounting records, types of business and methods of bookkeeping. Participants will be shown how to: Open accounts for individual transactions Post entries to Taccounts Record cash and credit transactions Extract a trial balance Preparation of a profit and loss account and balance sheet CPD Hours: 6 Bookkeeping: The Next Stage 132 PLUS VAT PER PLACE. NO CHARGE FOR The course is relevant for anyone who is new to accounting and wishes to understand bookkeeping and accounts preparation. It is ideally combined with Bookkeeping: The Principles, but is also an excellent standalone course for those with an existing basic knowledge of double entry. By the end of the course participants will be able to make common periodend adjustments. Participants will be introduced to: Accruals Prepayments Bad debts Depreciation Fixed asset disposals Stock CPD Hours: 6 Bookkeeping Case Study 264 PLUS VAT PER PLACE. NO CHARGE FOR This 2 day course is relevant for anyone who has grasped the principles of manual bookkeeping and accounts preparation but would appreciate a more practical demonstration of the techniques involved. It builds on the theory covered in Bookkeeping: The Principles and Bookkeeping: The Next Stage and is ideally combined with these courses although it also serves as an excellent standalone unit for those with an existing knowledge of double entry. Participants will gain experience of bookkeeping by completing two months of transactions for a fictional client, covering the areas of: DAYBOOKS Sales daybook from sales invoices and purchase daybook from purchase invoices Cashbook receipts from payingin slips and BACS remittance advices Cashbook payments from cheque book stubs and BACS submission reports Petty cash book from vouchers and bank receipts SALES AND PURCHASE LEDGERS Writing up sales ledger from sales daybook and cashbook receipts Writing up purchase ledger from purchase daybook and cashbook payments Balancing off sales and purchase ledgers Extracting lists of balances BALANCING OFF Posting from daybooks into the nominal ledger Balancing off account Reconciling control accounts with sales and purchase ledger balances Extracting a preliminary trial balance ETB, JOURNALS AND FINAL ACCOUNTS Preparing journals for periodend adjustments such as depreciation and stock Calculating accruals and prepayments Extending a trial balance Drafting a trading and profit and loss account and balance sheet CPD Hours: 12 4 Sep 5 Sep 6 & 7 Sep Online options See page 10 and 11 for complete course dates, timings and location. Bookkeeping: The Principles Bookkeeping: The Next Stage Online options See page 10 and 11 for complete course dates, timings and location. Bookkeeping: The Principles Bookkeeping: The Next Stage The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 24 Call us on Visit our website at 25

18 Practical Workshops Accounting Auditing Practical Workshops Preparing and Finalising Accounts 132 PLUS VAT PER PLACE. NO CHARGE FOR Practical Accounting Problems 132 PLUS VAT PER PLACE. NO CHARGE FOR How to Audit: An Introduction 66 PLUS VAT PER PLACE. NO CHARGE FOR How to Audit: Case Study 330 PLUS VAT PER PLACE. NO CHARGE FOR The course is suitable for anyone who has knowledge of the principles of bookkeeping and has been involved in accounts preparation assignments for between 3 and 9 months. The course is intended to ensure any basic problems or misunderstandings are eliminated at an early stage and give a complete overview of preparing and finalising accounts from start to finish. Most of the day revolves around a case study incorporating both individual and group work where participants will develop skills in: Producing a set of accounts from source records, together with supporting working papers Interpreting accounts, including the identification of problem areas Interviewing clients in order to gain information and resolve queries Establishing the journals required to finalise a set of accounts and completing a final sense check of the accounts CPD Hours: 6 The course will be beneficial for staff who have been involved with the preparation of company accounts for between 18 and 36 months and wish to gain exposure to common problems with completeness and adequacy of disclosure. The course consists of a mixture of formal lecturing, case studies and discussions designed to highlight a range of common disclosure and accounting errors in company accounts. This can be especially prevalent where there are changes in company law and accounting standards or where the company undertakes a transaction. The course also covers: Companies Act and FRS 102 disclosure requirements Small company exemptions including FRS 102 Section 1A Provisions and contingencies Director disclosures and other related party disclosures Financial instruments Substance over form (Revenue Recognition, Leases) The course is an essential introduction to the purpose and principles of auditing and is suitable for anyone who has recently become involved in auditing and has at least 3 months in the profession. Knowledge of the principles of bookkeeping is assumed. The course will include a mixture of lecturing, discussions and exercises answering the questions; What is an audit? And why are audits conducted? The course will provide an overview of the audit process discussing the requirements of the International Standards on Auditing (UK and Ireland) and the key aspects of: Planning, controlling and recording Accounting systems and internal controls Audit evidence (including how to gather and record it) Reporting Ethical aspects of auditor independence and integrity This 2.5 day course is designed to put theory into practice for anyone who has recently become involved in audit and has at least 3 months in the profession. Equally the course is also suitable for anyone wishing to revise basic techniques and learn about current auditing methodologies. It builds on the theory covered in How to Audit: An Introduction and knowledge of the principles of bookkeeping is assumed. Participants will work through examples and practical work based on a case study. This will include reviewing source documentation, gathering sufficient audit evidence and performing testing to meet audit objectives across the key audit areas of: Bank and Cash Debtors Creditors Fixed Assets Stock Please note: At all venues, this course starts in the afternoon on the first day. CPD Hours: 15 CPD Hours: 6 1 Mar 9 Nov 21 Feb (am) 21 (pm) 22, 23 Feb See page 10 and 11 for complete course dates, timings and location. Online options Preparing Company Accounts Company Size Issues Fraud and the Accountant Related Parties Introduction to Money Laundering See page 10 and 11 for complete course dates, timings and location. Online options How to Audit: An Introduction Understanding Analytical Procedures Auditing Accounting Estimates Fraud and the Accountant Related Parties Introduction to Money Laundering The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 26 Call us on Visit our website at 27

19 Practical Workshops Auditing Taxation of Businesses Practical Workshops How to Audit: The Next Stage 132 PLUS VAT PER PLACE. NO CHARGE FOR Practical Auditing Problems 132 PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses 2 66 PLUS VAT PER PLACE. NO CHARGE FOR The course is aimed at those who already have a basic understanding of the main auditing concepts and are starting to get involved in more complex areas. It may also be of use if you have had a break from auditing and are in need of a refresher. The course will use case studies and exercises throughout and will cover: General overview and revision of International Standards on Auditing (UK and Ireland) and Ethical Standards Planning processes including: appointment, risk assessment procedures and audit approach Fieldwork, primarily focusing on the profit and loss account and testing approaches such as tests of control, analytical procedures and other substantive tests Completion process CPD Hours: 6 The course will be suitable for audit assistants and seniors who have responsibility for preparing audit files up to manager review stage, and will generally be appropriate for those who have completed between 12 and 36 months in the profession. While many areas of audit fieldwork are routine, this course will cover the common weaknesses encountered in more complex or unusual cases as well as the methods and techniques to be employed to prove particular assertions. The course consists of a mixture of formal lecturing, case studies and discussions designed to highlight a range of common problem audit areas such as: Causes of inefficiency within audit fieldwork Demonstrating professional scepticism Fixed assets (including intangible, investments and impairment reviews) Stock and work in progress Income recognition and completeness of income testing Related party transactions and directors benefits Provisions Laws and regulations Going concern and subsequent events This course will be suitable for those who have between 3 and 15 months experience in the profession, are familiar with a set of accounts and have little or no existing tax knowledge in this area. It will not normally be suitable for those participants who are studying and have sat their first professional tax exam. With the use of case studies throughout participants will become familiar with the basic rules governing the calculation of taxable profits for a selfemployed client and a company including: General principles of allowable/disallowable expenditure Calculation of plant and machinery capital allowances Trading income computations CPD Hours: 6 This course is aimed at staff who have worked between 12 and 24 months in the profession and require a better understanding of the calculation of taxable profits and corporation tax for the corporate client. The course builds on the theory covered in Taxation of Businesses 1 and knowledge of the calculation of both trading profits and capital allowances is assumed. The course is structured around a corporate case study and participants will gain an understanding of: Charging provisions for a company calculation of total taxable profits Periods of account and accounting periods Payment of corporation tax The implications of overdrawn directors loan accounts CPD Hours: 6 7 Nov 8 Nov 5 Dec 7 Feb (am) See page 10 and 11 for complete course dates, timings and location. Online options How to Audit: An Introduction Understanding Analytical Procedures Auditing Accounting Estimates Fraud and the Accountant Related Parties Introduction to Money Laundering See page 10 and 11 for complete course dates, timings and location. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 28 Call us on Visit our website at 29

20 Practical Workshops Taxation of Businesses Taxation of Businesses Practical Workshops VAT Issues for Accounts Staff 66 PLUS VAT PER PLACE. NO CHARGE FOR Employment Benefits and P11Ds 66 PLUS VAT PER PLACE. NO CHARGE FOR Payroll Update 66 PLUS VAT PER PLACE. NO CHARGE FOR This course is suitable for participants who have been in practice for between 24 and 36 months who have a basic understanding of VAT. This course provides participants with knowledge to deal confidently with day to day VAT issues. Through the use of case studies and quizzes the course highlights some of the key areas people get wrong when completing or reviewing their clients VAT records including: Review of day to day issues, such as credit notes, bad debts, part exchanges, entertaining costs, vehicles and related expenses Review alternative VAT schemes, such as flat rate and cash accounting The course covers UK VAT only. This course is suitable for participants who have worked between 12 and 24 months in the profession and have little or no knowledge of employment benefits and P11D completion. This course aims to familiarise participants with the calculation of common benefits together with the tax and NI implications. Using case studies and examples this course looks at: Calculation and treatment of the main benefits e.g. company cars, beneficial loans, reimbursed expenses National insurance PAYE settlement agreements Administration and penalties This course is suitable for those participants who have a reasonable working knowledge of payroll issues. To ensure participants are aware of current payroll issues and forthcoming changes. will include: Forthcoming changes to PAYE and NI An update on year end procedures RTI update Review of statutory payments Payrolling benefits Pensions auto enrolment update Case studies may be used as appropriate. 7 Feb (pm) 3 Mar (am) 3 Mar (pm) 28 Mar (pm) See page 10 and 11 for complete course dates, timings and location. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff See page 10 and 11 for complete course dates, timings and location. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 30 Call us on Visit our website at 31

21 Practical Workshops Taxation of Individuals Refreshers Practical Workshops Introduction to Taxation of Individuals 132 PLUS VAT PER PLACE. NO CHARGE FOR This course is suitable for those participants who have worked between 3 and 15 months in the profession and have little or no existing tax knowledge in this area. It will not normally be suitable for those participants who are studying and have sat their first professional tax exam. By the end of the course participants will be familiar with the basic principles of calculating an individual s income tax liability including the areas of: Reviewing the different sources of income Tax rates and allowances Income tax computations and payment National insurance contributions CPD Hours: 6 The Audit & Accountancy Update / Refresher 132 PLUS VAT PER PLACE. NO CHARGE FOR The course will be essential for those who need to keep their technical knowledge up to date (semisenior level and above) who would value a practical update and refresher of both auditing and accounting. At the end of the course participants will be aware of the current position and common areas of difficulty encountered in auditing and accounting. The programme will be changed annually, thus enabling participants to attend in consecutive years, and will cover topical and emerging issues such as: Recent changes to Accounting Standards Other financial reporting and regulatory changes e.g. changes to Company Law Common accounting problems and developments in specialist areas Common audit file review issues and ISA+ requirements Audit exemption Ethical standards CPD Hours: 6 General Tax Update for Accounts Staff 132 PLUS VAT PER PLACE. NO CHARGE FOR Audit and accounts staff who have a good working knowledge of the main taxes and who have already attended other practical workshops and wish to be kept up to date with the recent legislative changes. This course is NOT intended for anyone who has attended the CPD Finance Act session. By the end of the course, staff will have been given an overview of recent changes in legislation in particular those areas relevant to accounts staff. With the use of case study questions the course will illustrate current topical issues and review recent developments under the following headings: Business and corporate tax Personal tax Employment issues Capital taxes Administration and other taxes CPD Hours: 6 6 Dec Online options Calculating Personal Tax See page 10 and 11 for complete course dates, timings and location. 3 Apr 5 Oct See page 10 and 11 for complete course dates, timings and location. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 32 Call us on Visit our website at 33

22 Practical Workshops Something for Everyone Something for Everyone Practical Workshops Professional Skills: Making the Right Start with Colleagues and Clients Professional Skills: Managing Yourself 132 PLUS VAT PER PLACE. NO CHARGE FOR Making the Most of Excel (2013) 86 PLUS VAT PER PLACE. 20 CHARGE FOR Making the Most of Sage PLUS VAT PER PLACE. 30 CHARGE FOR 66 PLUS VAT PER PLACE. NO CHARGE FOR This course is aimed at junior staff in their first year working in a professional environment. It is suitable for both technical and support staff at this level. It is vital when starting work that people are aware of the importance of projecting the right image both in the office and when dealing with clients. Through a mixture of group discussions, exercises and role plays this course introduces the principles of good communication both when dealing with people face to face and on the telephone. This highly interactive course will cover: Presenting a professional image to both colleagues and clients Importance of good communication skills Body language basics Telephone tips This course is aimed at staff that have been working for 1 to 2 years and are starting to take more responsibility for their own workload and more interaction with clients. As pressures on time and workloads increase it is vital to appreciate the importance of good time management. With a mixture of group discussions, exercises and role plays this course is designed to help people make the transition from a junior to semisenior role. This course will cover: The importance of good time management and organisation skills Prioritisation of task with reference to importance and urgency Using assertive behaviour to handle situations and how to say no when necessary The importance of good written communication CPD Hours: 6 Participants should be familiar with Excel and have at least 6 months practical experience of using the package on a day to day basis. This experience should include creating spreadsheets from scratch, entering and copying formulae and the use of the ribbons and tabs. Please note that this is NOT a hands on course. Some of our handson courses also cover one or more of the topics on this course. Key objectives include demonstrating how to speed up navigation by tailoring the Excel desktop, using some of the new and improved features and formulae in Excel 2013, and finally, previewing some of the more advanced Excel features. Navigation and customised tips Minimising rounding errors and crosscasting Cell referencing Data Validation Lookup and Conditional Formulae Control keys and other keyboard shortcuts Names ranges and Name manager Database and Pivot tables Custom formats and Concatenation Introduction to keystroke macros The course is particularly aimed at those who are either selftaught, or have not had the benefit of any structured Sage training. Please note that this is NOT a hands on course. To look at some of the more advanced and hidden features of Sage 50. To demonstrate a variety of Sage shortcuts and speed tips. To assist staff in improving their productivity and knowledge in using Sage 50. Optimising the system File Maintenance Error checking, ReIndex, Compress and Rebuild Data Export and Data Import utilities Stationery layouts logos, images and watermarks Batch reporting Chart of Accounts Sage Control Accounts Period lockdown Company settings and switches Posting screens Shortcuts, templates and Allocations wizards Contra Entries, Refunds, Reversing Journals and Journal reversals Monthend and Yearend procedures 8 Sep (am) 7 Dec 12 Apr (am) 12 Apr (pm) See page 10 and 11 for complete course dates, timings and location. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. See page 10 and 11 for complete course dates, timings and location. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 12 and 13 for more information. 34 Call us on Visit our website at 35

23 Membership Packages If you want firm wide access to training for a fixed monthly fee then why not consider membership? There are a number of great options available to suit your needs, ranging from a programme of core CPD webinars through to the full range of online and face to face courses. All membership packages include discounts on other products and services. Focusing on Face to Face Training Options 1 and 2 focus on face to face training complemented by certain online training. Option 3 includes access to ALL training face to face and online. Focusing on Online Training Options 4 and 5 focus on core online training needs. Option 6 includes access to ALL online training. Option 1 Option 2 Option 3 Option 4 Option 5 Option 6 CPD Membership Membership MembershipPLUS Online CPD Membership Online Membership Online MembershipPLUS Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole Practitioners Rate*** Included in your membership CPD Local CPD Courses Access to notes and slides 12 Core CPD Webinars Quarterly Update Webinars Practical Workshops Local Workshops Online Workshops Specialist Topics Specialist Courses face to face 25% discount 25% discount One Day Conferences 25% discount 25% discount ** Specialist Webinars 25% discount 25% discount Online Specialist Workshops 25% discount 25% discount New UK GAAP Transition Library 50% discount 50% discount Other Products and Services Quarterly Audit and Tax Newsletter Discounts on other products and services 10% discount 10% discount 10% discount Discounts on Quorum courses for you and your clients Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole Practitioners Rate*** Included in your membership CPD 59 per place 59 per place 59 per place Local CPD Courses Access to notes and slides 12 Core CPD Webinars Quarterly Update Webinars Practical Workshops Local Workshops Online Workshops Specialist Topics 25% discount 25% discount 25% discount Specialist Courses face to face 25% discount 25% discount 25% discount One Day Conferences 25% discount 25% discount Specialist Webinars 25% discount 25% discount Online Specialist Workshops 50% discount 50% discount New UK GAAP Transition Library Other Products and Services Quarterly Audit and Tax Newsletter 10% discount 10% discount 10% discount Discounts on other products and services Discounts on Quorum courses for you and your clients All prices are subject to VAT. All prices are subject to VAT. * All staff involved in chargeable work should be included and not just those who will be attending courses. Any staff working 20 hours or less per week should be included as a half. Partners / principals / directors are treated as full time regardless of the number of hours worked. ** There will be a 50 charge where lunch is included. *** The definition of a Sole Practitioner is a Partner with no staff members. For prices per course see page Call us on Visit our website at 37

24 Mercia also offers a wealth of timesaving and cost effective products Promote your Services and services to help promote and support your practice. Support your Practice A range of timesaving, costeffective solutions to market your practice, whatever your internal resource and expertise. A range of tried and trusted technical support products and services created, or delivered, by our experienced technical team. Websites New and improved taxapp A personalised taxapp that includes expert content and invaluable tools for you and your clients. 50* plus VAT per month with a 999* plus VAT setup fee Contact info@mytaxapp.co.uk or call Responsive, cutting edge websites for accountants, viewable across all modern devices. Combines modern designs, firstclass content and cuttingedge technology with excellent value for money. For just 99* plus VAT per month No set up fee Audit File Reviews We can provide audit file reviews at your premises, or through our postal file review service, as well as reviews of regulatory compliance, for example, for Practice Assurance or DPB Investment Business, within your firm. Prices from 365* per individual audit file plus VAT compliancereviews Audit and Specialist Manuals Compliance Manuals Our compliance manuals help take the worry out of compliance, providing you with guidance and documentation to help ensure that your practice remains up to date and compliant with legislation, regulation and best practice. Practice Assurance Money Laundering DPB (Investment Business) From 160* plus VAT compliancemanuals Contact websites@merciagroup.co.uk or call Providing you with all of the guidance and documentation needed to undertake a range of assignments such as: Client Communications Newsletters provide your clients with detailed articles, case studies and examples on topical news stories. Letters topical content that is editable to suit the needs of your clients. Factsheets relevant and useful information with over 90 titles in areas such as general business, tax and pensions. Plus many more... Budget and Tax Rates Products Budget summaries and tax rates that are concise and easy to understand, written with your clients in mind by our inhouse team of renowned tax lecturers and technical consultants. Academies Charities FCA Designated Investment Firms FCA Mortgage and General Insurance Intermediaries Limited Companies Audit, Audit Exempt and Assurance Limited Liability Partnerships Solicitors Accounts Rules Plus many more... includes engagement letters, example reports, proforma accounts, disclosure checklists cklists and detailed work programmes. Prices from 215* plus VAT uk/technicalmanuals Contact marketing.support@merciagroup.co.uk or call * Discount for members, see pages Contact belinda.auchimowicz@merciagroup.co.uk * Discount for members, see pages Call us on Visit our website at 39

25 Specialist Courses Courses covering topics such as: Auto Enrolment VAT Land and Property Acting for FCA Clients LLPs: Current Issues Company Law Matters Plus many more Conferences One day conferences including: Academies Charities Farming Healthcare Solicitors Plus more in partnership with Arcadia House, Maritime Walk, Ocean Village, SO14 3TL Tel: