2018 courses. CPD Courses from 62 Practical Workshops from 70 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 2018 courses CPD Courses from 62 Practical Workshops from 70 Online Training from 75 in partnership with All prices subject to VAT

2 Here to help you We are delighted to introduce our 2018 brochure now offering more flexibility than ever! Delivered in partnership with Mercia Group Ltd, our 2018 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 New for 2018 bespoke, inhouse management, personal development and specialist technical courses available in partnership with other local firms. This brochure showcases your 2018 options, providing you with details of all the courses available in your area as well as online. 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 Bespoke Inhouse Training 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 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 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 over 30 years ago! Do you have any questions? Excellent lecturers providing courses with the right technical content to keep our staff engaged and up to date. Kerry Lawrance, Compass Accountants 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 Hannah Howe Training Events Manager, Mercia Group Ltd hannah.howe@merciagroup.co.uk 2 Call us on Visit our website at 3

3 Your Training. Your Way. Face to Face Training CPD Season Ticket Prices 10+ places 62 per place 6 9 places 67 per place 1 5 places 110 per place Bespoke Training Practical Workshops From 70 per half day Membership Packages Firm wide training for a fixed monthly fee. See pages for prices For you and your team... Online Training Prices Core CPD Webinars / Quarterly Updates Specialist Webinars Sole Practitioner partners partners or more partners per person In need of something a little more niche? New for 2018, Solent Accountancy Training and Mercia Group can now offer firms in the Solent region the opportunity to share both the cost and benefits of an inhouse course by getting together for their management or specialist training. Practical Workshops Specialist Workshops Membership Packages 80 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 for prices Share the cost with other firms in the area and save on chargeable time by bringing the courses to you. Titles include Advanced Communication and Presentation Skills Managing People Performance Motivational Leadership and Team Development Influencing and Negotiating Successfully with Colleagues and Clients New for 2018 InHouse Training From oneoff events to a complete inhouse programme Prices From 1,525 per event Acting for FCA clients Solicitors Accounts Rules Update Acting for Pension Schemes Mercia Audit Manual Update All prices are subject to VAT Prices from 1,525 Plus VAT per half day course For further details or to register your interest for a topic area please contact the Solent team on or at solentenquiries@merciagroup.co.uk 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 solentenrolments@merciagroup. co.uk Phone Post Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP CPD Course programme...from 62 plus VAT For outlines see pages Course Online Options Audit and Assurance Update 8 Feb 20 Feb Accountancy Update and Current Issues 9 Mar 13 Mar Employment Taxes: Current Issues 16 Mar Charities Update and Current Issues 17 Apr Corporation Tax Where Are We Now? 24 Apr Legal Issues Affecting SME Practitioners 9 May Prospecting for Clients and Prospect Conversion 23 May Finance Act Jun 3 Jul 20 Jun high quality training and excellent value, which is why we have never looked elsewhere for our training needs. Stephen Sellers, Grant Sellers The Current Change in Our Profession How to Lead Your Practice, People and Clients 11 Sep CGT & IHT What Every Accountant Should Know 21 Sep Topical Tax Issues for Accountants 4 Oct 11 Oct Topical Tax Issues for Tax Specialists 3 Oct Venues and timings FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities 14 Nov 8 Nov Tax Planning for Family Companies 30 Nov The Village Hotel Wessex Fields Deansleigh Road BH7 7DZ Tel: Timings: 9.30am 12.45pm Hilton at the Ageas Bowl The Ageas Bowl Stadium Botley Road Hampshire SO30 3XH Tel: Timings: 9.30am 12.45pm Solent Hotel Rookery Avenue Fareham PO15 7AJ Tel: Timings: 9.30am 12.45pm VAT: Refresher, Hot Topics and Compliance Update 13 Dec 5 Dec These courses or similar 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 Call us us on on Visit our website at 7

5 Specialist Courses 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. Courses available online indicated by this symbol. How to book Online solentenrolments@merciagroup. co.uk Phone Post Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP Our selection of specialist courses provide an indepth understanding of topical areas, explaining how they will affect you and your clients. Both face to face and online courses are delivered from a practical perspective by experienced and knowledgeable speakers. Courses covering topics such as: Charities Solicitors Pensions Academies LLPs plus many more Concise but informative update and presenter made what could be a dull topic very enjoyable! Caroline Sturt, Langsdowns DFK 8 Call us on Visit our website at 9

6 Practical Workshop Programme...from 70 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 3 Sep 24 Bookkeeping: The Next Stage 1 day 4 Sep 25 Bookkeeping Case Study 2 days 5 6 Sep Accounting Available Online Duration Who should attend Practical Accounting Problems 1 day 6 Nov 26 SRA Accounts Rules Workshop am 8 Feb 27 Charities: Approaching the Independent Examination pm 8 Feb Auditing 27 How to Audit: An Introduction am 5 Feb 28 How to Audit: Case Study 2.5 days 5 7 Feb 28 How to Audit: The Next Stage 1 day 7 Nov Venues and timings Ibis, Centre 9 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. Taxation of Businesses 29 Taxation of Businesses 1 1 day 26 Nov 29 Taxation of Businesses 2 am 21 Mar 30 VAT Issues for Accounts Staff pm 21 Mar 30 Payroll Update am 19 Mar 13 Apr Taxation of Individuals 31 Introduction to Taxation of Individuals 1 day 27 Nov Updates and Refreshers 32 The Audit & Accountancy Update / Refresher 1 day 23 Mar 33 General Tax Update for Accounts Staff 1 day 7 Jun Something for Everyone 34 Making the Most of Excel (2013) am 22 Mar 34 Making the Most of Microsoft Word pm 22 Mar 35 Professional Skills: Making the Right Start with Colleagues and Clients pm 5 Nov 35 Professional Skills: Managing Others 1 day 5 Dec 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 80 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 We have a range of online interactive workshops which can be used to teach the fundamentals or as a refresher or update on specialist assignments such as: FCA Charities Academies 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 Current Issues in VAT Money Laundering Update Employment Taxes: Current Issues Accountancy Update and Current Issues Audit Update and Current Issues Finance Act 2018 FRS 102: Practical Scenarios and How to Deal With Them Succession Planning for the Family Business Tax Implications Business Tax: Problem Areas FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Topical Tax Issues Capital Gains Tax: A Current Perspective/ Refresher Prices Individual courses Access for the whole firm: Sole practitioner 80 plus VAT 24 partners 185 plus VAT 59 partners 360 plus VAT 10 or more partners 700 plus VAT Complete programme Subscribe from 370 plus VAT per annum. This programme is included in all membership packages Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Specialist Live and recorded specialist webinars (approximately one hour) which explore in detail a wide range of topics, across accountancy, audit, tax, personal skills and management development, for example: Academies Money Laundering Charities 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 Property tax Trusts Soft Skills These webinars are planned throughout the year, so keep an eye on our website for the latest titles. webinarsspecialist Prices 75 plus VAT per person All webinars are included in MembershipPLUS packages Other members receive 25% discount 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 Accountancy Update and Current Issues Employment Taxes: Current Issues Charities Update and Current Issues Speaker: Jeremy Williams, Mercia Group Ltd Speaker: Phil Frost, Mercia Group Ltd Speaker: Norman Allison, Mercia Group Ltd Speaker: Peter Herbert, Insight Training 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 This course provides an up to date summary of the significant changes to financial reporting under UK GAAP over the last two years. 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. is likely to include: Changes to UK GAAP including the triennial update of FRS 102 Issues affecting micro entities, small companies (including abridged and filleted accounts) and large companies (including strategic reports) Distributable profits including changes to the guidance in the light of New UK GAAP Regulatory issues including changes to the Money Laundering Regulations, Charities, Academies, LLPs and relevant company law changes An overview of changes to international accounting standards and the likely impact on UK GAAP This course will review the current practice and procedures relating to the taxation of employees and the national insurance implications, with particular focus on recent and impending developments, and potential problem areas. is likely to include: Recent developments and points of interest in administration and collection Status and IR35, etc Salary sacrifice and dispensations Nontaxable payments and benefits Homeworking costs PAYE Audits Company car and van taxation Key issues on expenses including travel and subsistence Other problem areas This three hour update will cover developments in accounting and auditing for charities as well as topical regulatory issues. will include: SORP 2015 practical issues faced by accountants and how to resolve them Practical implications of the increase in the charity audit threshold Top tips for a successful independent examination Common issues when auditing charities a file reviewer s perspective Update on recent Charities Commission guidance and consultations Available online Available online Available online 20 Feb 8 Feb 9 Mar 13 Mar 16 Mar 17 Apr 14 Call us on Visit our website at 15

9 CPD Courses CPD Courses Corporation Tax Where Are We Now? Legal Issues Affecting SME Practitioners Prospecting for Clients and Prospect Conversion Finance Act 2018 Speaker: Norman Allison, Mercia Group Ltd Speaker: Pat Nown, Mercia Group Ltd The course will primarily focus on a review of recent changes in tax which affect companies as well as being a refresher on some critical aspects of corporation tax. The aim is to ensure practitioners are up to date on areas which may affect their small and medium sized client companies. Specifically it will include: Key developments in corporation tax and administration Recent tax incentives for companies Changes to corporation tax loss relief Group taxation update Company distribution developments Case law update Loan relationships Director loans FRS 102 and other problem areas Property matters including capital allowances and ATED Speaker: Louise Dunford, LD Consultancy Ltd General Practice Regulation and Money Laundering General Data Protection Regulation a practical guide important implications for small businesses Money Laundering 4th Directive what does it mean for your procedures? PSC Register changes Bribery Act recent developments Summary of new corporate offences in relation to Failure to prevent tax evasion Fraud, false accounting and money laundering (if enacted) Legal Update Employment Law Employment status, the gig economy, IR35 and reform Payroll related developments, including minimum wage, working time and holiday pay Disability and Sickness Redundancy and Unfair Dismissal Company Law Directors duties and Dickinson how not to run a small company Shareholder issues including unlawful dividends, differing classes of shares and status of articles Important cases in last 12 months Professional Negligence Speaker: John Sharkey, Mercia Group Ltd This workshop will give you the opportunity to enhance your networking and selling skills to ensure they achieve maximum impact. Through better preparation for both day to day networking opportunities and attendance at formal events, you will build your confidence and capability in networking situations. You will also be introduced to advanced sales techniques for developing your selling ability with both prospects and existing clients. A review of what s working for you and what isn t Improving your preparation for formal events and general day to day networking Making the most of your networking toolkit Working the room and avoiding the gaffes Enhanced digital networking techniques Using your influencing skills to best effect in networking and selling situations Generating a better understanding of clients needs and wants through more effective diagnostic questioning, active listening and summarising Giving your business proposals more impact When and when not to negotiate Knowing your negotiating levels and variables and using them wisely Dealing with objections more effectively especially over price Enhancing your sale closing techniques Knowing when to walk away This course will cover all of the major clauses in the Finance Act 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 VAT and SDLT Other legislative changes Recent cases and general update Purchase and sale of a business Restrictive covenants TUPE brief update Available online 24 Apr 9 May 23 May 20 Jun 21 Jun 3 Jul 16 Call us on Visit our website at 17

10 CPD Courses CPD Courses The Current Change in Our Profession How to Lead Your Practice, People and Clients Speaker: John Sharkey, Mercia Group Ltd This course will consider the current changes to our profession and look at how your practice and people are going to need to change. Topic areas will include: The strategic change in the nature of work needed, such as more reassurance, advisory work and less compliance work Key drivers, including the impact of digitisation (Cloud Accounting, Social Media & Artificial intelligence) and outsourcing are we going to be redundant as a profession? Implication for people needing to reskill for advisory work Understanding peoples different reactions and helping/supporting them to deal with the change Managing change in the practice as a whole Relationship management with clients why this will become more important than ever Dealing with generational differences CGT & IHT What Every Accountant Should Know Speaker: Pat Nown, Mercia Group Ltd This course will cover a range of key capital tax issues including opportunities and pitfalls relevant to staff who deal with personal tax and owner managed business clients. Topic areas to include: The business balance sheet for tax areas to review and pitfalls to avoid Ensuring Entrepreneurs Relief is secured on business disposal Ensuring IHT Business Property Relief is available Key points of interest on CGT reliefs and deductions Essential lifetime and death planning for IHT CGT and IHT critical areas for the family home CGT and IHT matters affecting residential property business Topical Tax Issues for Accountants 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 normally attend Solent s Topical Tax Issues course and 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 issues Capital taxes Administration and other taxes Developments in case law, HMRC practice and changes currently under discussion will also be included. 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 normally attend Solent s Topical Tax Issues course and 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 currently under discussion will also be included. Available online Available online 11 Sep 21 Sep 11 Oct 4 Oct 3 Oct 18 Call us on Visit our website at 19

11 CPD Course Booking Form I would like to book the following courses: Venue Date No of Places Delegate Names Audit and Assurance Update Accountancy Update and Current Issues Employment Taxes: Current Issues Charities Update and Current Issues Corporation Tax Where Are We Now? Legal Issues Affecting SME Practitioners Prospecting for Clients and Prospect Conversion Finance Act 2018 The Current Change in Our Profession How to Lead Your Practice, People and Clients CGT & IHT What Every Accountant Should Know Topical Tax Issues for Accountants Topical Tax Issues for Tax Specialists FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Tax Planning for Family Companies VAT: Refresher, Hot Topics and Compliance Update Personal Details (Required for all bookings, including members.) Firm Address Payment Details Total 62 if 10 or more places booked Total 67 if 6 9 places booked Total 110 if 1 5 places booked 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]

12 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 1 CPD Membership 2 Membership 3 MembershipPLUS Fees 1 CPD Membership Per firm fee 160 No. of Partners/Managers/Senior staff x Membership Per firm fee 160 No. of Partners/Managers/Senior staff x 445 No. of Trainees/Junior staff x 320 Trainees (Those for whom Practical Workshops are relevant) Other Junior Staff (Those for whom Practical Workshops are relevant) Total No. of Staff 3 MembershipPLUS Per firm fee 360 No. of Partners/Managers/Senior staff x 660 No. of Trainees/Junior staff x 320 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]

13 Online Membership Application and Online Course Booking Form Firm Tel No Address Main Contact Main Online Membership Options please select 4 Online CPD Membership 5 Online Membership 6 Online MembershipPLUS Fees 4 Online CPD Membership To purchase individual courses Course Title Cost Per firm fee 260 No. of Partners/Managers/Senior staff x 190 Sole Practitioner x Online Membership Per firm fee 260 No. of Partners/Managers/Senior staff x 190 No. of Trainees/Junior staff x Online MembershipPLUS Per firm fee 460 No. of Partners/Managers/Senior staff x 390 No. of Trainees/Junior staff x 190 Sole Practitioner x 770 Full Online Practical Workshops Library Per firm fee 260 No. of Trainees/Junior staff x 190 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]

14 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]

15 CPD Courses CPD Courses FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Speaker: David Smith, Mercia Group Ltd The withdrawal of the FRSSE has meant that small and microentities have different accounting treatment and disclosures. This course considers common issues arising from the adoption of FRS 102 (1A) and FRS 105 including the differences in accounting treatment and disclosure requirements. is likely to include: Differences in accounting treatment between FRS 102 (1A) and FRS 105 including tangible assets, intangible assets and financial instruments Filing issues and abridged/filleted accounts Directors and related party transactions disclosure issues, dividends and remuneration Other disclosure issues and differences between FRS 102 (1A) and FRS 105 Is microentity accounting useful? Changing between small and microentity accounting Recent and pending changes Tax Planning for Family Companies Speaker: Mark Morton, Mercia Group Ltd The course provides a review of the tax planning ideas and problem areas for owner managed businesses. Topic areas are likely to include: Incorporation particular issues Utilising the family s tax bands and allowances Loans and equity finance provided to a company Loans from the company to participators Entrepreneurs Relief and the family business Business Property Relief Own Share Purchases Finance Bill/Act impact VAT: Refresher, Hot Topics and Compliance Update Speaker: Malcolm Greenbaum, Greenbaum Training & Consultancy Ltd. In addition to reviewing key legislative VAT changes in the last 12 months, this course will provide you with an overview of some of the current VAT issues and hot topics in the VAT arena, with the aim of identifying areas where some of your clients may benefit from chargeable VAT advice. Course areas will include: Review of legislative VAT changes in the previous 12 months Common output tax issues, highlighted by recent cases Common input tax issues, highlighted by recent cases Areas where clients are commonly noncompliant Potential impact of Brexit on crossborder VAT Available online Available online 8 Nov 14 Nov 30 Nov 5 Dec 13 Dec 20 Call us on Visit our website at 21

16 CPD Speaker Profiles The Small Print Norman Allison FCCA Before returning to Mercia, Norman was a Senior Tax Manager 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. Louise Dunford LLM LLB Barrister Cert Ed Louise specialises in aspects of practical employment law, company law and professional negligence, and has published widely in leading academic and professional journals. Louise also has extensive experience in providing employment law courses and practical advice on employment related matters, to businesses. She has also worked as an associate senior lecturer at the University of Portsmouth teaching on the MBA, MA Personnel Management and MA Business Law courses. Phil Frost BA ACA Phil qualified with Coopers & Lybrand in his home town of Sheffield, before joining Financial Training (now Kaplan). He subsequently moved to the Midlands and became FTC s regional director before joining Mercia in He lectures on auditing and accounting areas with a wide portfolio of specialisms including charities, company law, properties and international accounting standards. Malcolm Greenbaum ACA CTA 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. Peter Herbert BSc FCA Peter qualified as a Chartered Accountant with an international accountancy firm before moving in to industry. He writes and presents technical updates for national firms of accountants and qualified accountants of private and listed companies. Peter specialises in financial reporting, auditing and practice regulation, and regularly carries out compliance reviews for firms of accountants. 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 consultant 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. Building on her successful exam based lecturing career she has become an experienced CPD lecturer and technical consultant across a wide range of tax areas as well as being involved in our marketing support publications. John Sharkey BA(Econ) ACA John is Director of Mercia s Management Training Division and specialises in leadership, management and personal skills training for accountants in practice. He joined the Mercia consultancy team in 1998 and has built Mercia s Management Training Division into one of the leading providers of management and personal skills training to the independent accountancy sector. His presentations are renowned for their energy, enthusiasm and practical relevance and for challenging participants to achieve their full potential. David Smith FCCA David lectures on Mercia s Audit and Accountancy courses. He is also a member of Mercia s audit quality review team and editor of a number of Mercia s technical manuals including our Companies Audit, Assurance and Academies Specialist Assignment Manuals. As a member of various working groups and committees at the ICAEW and ESFA David has also published articles and helped develop guidance for the profession covering ethics, audit, assurance and UK financial reporting requirements. 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 FCA related products as well as providing technical support and developing our online practical workshops. Jeremy is also a member of the ICAEW Audit & Assurance Faculty Committee. 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 Once the course has been made available cancellations will not be accepted. The course 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 140 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 140 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 280 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 3 Sep 4 Sep 5 & 6 Sep See page 10 and 11 for complete course dates, timings and location. Online options Bookkeeping: The Principles Bookkeeping: The Next Stage Bookkeeping Case Study: Live Classroom See page 10 and 11 for complete course dates, timings and location. Online options Bookkeeping: The Principles Bookkeeping: The Next Stage Bookkeeping Case Study: Live Classroom 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 Accounting Auditing Practical Accounting Problems 140 PLUS VAT PER PLACE. NO CHARGE FOR SRA Accounts Rules Workshop 70 PLUS VAT PER PLACE. NO CHARGE FOR Charities: Approaching the Independent Examination 70 PLUS VAT PER PLACE. NO CHARGE FOR How to Audit: An Introduction 70 PLUS VAT PER PLACE. NO CHARGE FOR 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 more difficult / less common accounting problems. 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 Basic financial instruments Revaluations Substance over form (Revenue Recognition, Leases) CPD Hours: 6 All those involved in the fieldwork on SAR assignments who are in need of a refresher. A basic awareness of the rules is required. The SRA Accounts Rules 2011 require reporting accountants to undertake a risk focussed check on solicitors compliance with the Rules. The course is predominantly case study based and will cover the lifecycle of an SRA Accounts Rules assignment from planning issues to completion and reporting. Case studies will be interspersed with formal lecturing to ensure a thorough refresher of the regulations. The course is aimed at those who undertake the work required to report to the SRA on compliance with the SRA Accounts Rules. It is suitable for people who are involved in the fieldwork on these assignments and is designed to act as a refresher/update on the SRA Accounts Rules. It is not suitable for people with no prior experience of SRA Accounts Rules as a basic level of awareness is required. Those seeking an introduction to the Rules are advised to attend An Introduction to the SRA Accounts Rules course. With the increase in the audit exemption threshold for Charities, more assignments are going to fall into the Independent Examination regime. Also, the Charity Commission has revised its guidance applying to such assignments. This course will review the key issues arising when undertaking Independent Examinations and how effectively to conduct such assignments. will include: Reviewing the Commission guidance published in CC31 and CC32 Considering eligibility for Independent Examination What does the Independent Examiner have to cover as part of their work? Reporting requirements to both the Charity and the regulator The session will include case studies and exercises to demonstrate the points being discussed. 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 6 Nov 8 Feb (am) 8 Feb (pm) 5 Feb (am) 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. 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: Case Study 350 PLUS VAT PER PLACE NO CHARGE FOR How to Audit: The Next Stage 140 PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses 2 70 PLUS VAT PER PLACE. NO CHARGE FOR 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 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 and testing approaches such as tests of control, analytical procedures and other substantive tests Completion process CPD Hours: 6 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 Please note: At all venues, this course starts in the afternoon on the first day. CPD Hours: 15 5, 6 & 7 Feb 7 Nov 26 Nov 21 Mar (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 Individuals Practical Workshops VAT Issues for Accounts Staff 70 PLUS VAT PER PLACE. NO CHARGE FOR ) This course is suitable for participants who have been in practice for between 12 and 24 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. Payroll Update 70 PLUS VAT PER PLACE. NO CHARGE FOR 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. Introduction to Taxation of Individuals 140 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. Using case studies and examples, 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 21 Mar (pm) 19 Mar (am) 13 Apr (am) 27 Nov See page 10 and 11 for complete course dates, timings and location. 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 Online options Calculating Personal Tax 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 Refreshers Refreshers Practical Workshops The Audit & Accountancy Update / Refresher 140 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 140 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 See page 10 and 11 for complete course dates, timings and location. See page 10 and 11 for complete course dates, timings and location. 23 Mar 7 Jun 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 Making the Most of Excel (2013) 70 PLUS VAT PER PLACE. NO CHARGE FOR Making the Most of Microsoft Word 90 PLUS VAT PER PLACE. 20 CHARGE FOR Professional Skills: Making the Right Start with Colleagues and Clients Professional Skills: Managing Others 140 PLUS VAT PER PLACE. NO CHARGE FOR 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 handson 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 All administrative and technical staff who need to improve their Word productivity and expand their Word knowledge. It will also be of benefit to users who are selftaught or who need a refresher. This halfday handson course covers a wide variety of useful Word features. These particular items have been selected with the dual purpose of increasing productivity and also to introduce some of the more advanced Word features. will include: Refresher Some short cuts and other speed tips Essentials Navigation Tabs and Dialogue boxes Rulers and Tab stops Working with Word tables Mailmerge principles Excel integration Styles and formatting Autotext (QuickParts) Presentation aspects s page Watermarks Page numbering Page breaks Custom header/footer formats Document recovery Document templates 70 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 who have been working for 3 to 4 years and are starting to take responsibility for more junior colleagues, who have increasing exposure to clients and have to deal with a variety of situations. This highly interactive course explores the qualities of a good senior and equips participants with the skills they will need through a mixture of group discussions, exercises and role plays. This course will cover: Acting as a role model and mentor for junior colleagues What makes an effective briefing Delegation and feedback Working as part of a team Handling difficult situations with colleagues and clients CPD Hours: 6 Microsoft Word version 2013 will be used on this course. (Numbers limited to 12) 22 Mar (am) 22 Mar (pm) 5 Nov (pm) 5 Dec 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? For enquiries about membership of Solent Accountancy Training, please contact Tim Bentall (see page 3). Alternatively, Mercia has 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 (see below). All membership packages include discounts on other products and services. Call us to discuss your membership 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 CPD Membership Membership MembershipPLUS Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole Practitioners Rate*** Option 4 Option 5 Option 6 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*** CPD Local CPD Courses Access to notes and slides 12 Core CPD Webinars Quarterly Update Webinars Practical Workshops Local Workshops Online Workshops Specialist Topics Included in your membership 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 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 All prices are subject to VAT. Included in your membership * 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 4. CPD 62 per place 62 per place 62 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 Other Products and Services Quarterly Audit and Tax Newsletter 10% discount 10% discount 10% discount Discounts on other products and services All prices are subject to VAT. Discounts on Quorum courses for you and your clients 36 Call us on Visit our website at 37

24 Mercia also offers a wealth of timesaving and cost effective products Promote your services A range of timesaving, costeffective solutions to market your practice, whatever your internal marketing resource and expertise. and services to help promote and support your practice. Support your practice A range of tried and trusted technical support products and services created, or delivered, by our experienced technical team. Websites Cutting edge websites and firstclass content for your firm, with excellent value for money. Modern, responsive designs Automatically updated content Whole process managed by us From 99 * plus VAT per month. No set up fee. * 12 month minimum contract. One month rolling contract. Taxapp All the tax content and tools your clients need, in the palm of their hands. Latest tax content Mileage tracker Expenses logger 999 * plus VAT setup fee with 50 * plus VAT per month. Social Media Give your online presence a boost with technical and engaging content posted daily. Twitter LinkedIn Facebook From 45 plus VAT per month. Audit and Specialist Manuals Providing you with all of the guidance and documentation needed to undertake a range of audit and other assurance assignments for: Academies Charities FCA Designated Investment Firms FCA Mortgage and General Insurance Intermediaries Limited Companies (audit, audit exemption and assurance) Limited Liability Partnerships Pension Schemes Solicitors Accounts Rules Plus many more... Compliance Manuals Take the worry out of compliance with our 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) Compliance Prices from 190 * plus VAT. compliance Budget and Tax Rates Products includes engagement letters, example reports, proforma accounts, disclosure checklists and detailed work programmes. Prices from 225 * plus VAT. Our range of printed and digital products will ensure your clients are kept up to date with changes that will affect them. Whether you are looking for a detailed summary of the Budget Report or a simple breakdown of tax rates, all our products are written with your clients in mind by our Inhouse team of renowned tax lecturers and technical consultants. Compliance Reviews We offer a wide range of independent reviews which we can deliver at your premises, or through our postal file review service. Our experienced team can review your audit files to assess audit quality and compliance with audit regulations and standards. Client Communications It is important to keep in touch with your clients on a regular basis. To help you, we produce a variety of client communication tools including Quarterly Updates, Letters and Factsheets. Audit Compliance Review Cold File Audit Quality Review Hot File Audit Quality Review Prices from 480 * per individual audit file plus VAT. * Discount for members, see pages Call us on Visit our website at 39

25 One Day Conferences Essential one day conferences that focus on specialist areas. Gain a wider appreciation of the factors affecting your clients, presented by a panel of industry experts. Conferences include: Academies Charities Farming Solicitors Healthcare Plus many more... in partnership with Arcadia House, Maritime Walk, Ocean Village, SO14 3TL Tel: