CPD Courses in Lancaster

Size: px

Start display at page:

Download "CPD Courses in Lancaster"

Horatio Horton
5 years ago
Views:

1 CPD Courses in Lancaster Your 2014 training programme Spice up your CPD......courses to suit all tastes!

choice of various online CPD options. You can pick and mix the courses you would like to attend with those you would prefer to watch sitting at your desk.

Any additional courses cost just 53 plus VAT per place even if they are subsequently booked later in the programme.

2 Meeting your training needs... Not only do you have access to a high quality CPD training programme at a venue near to you, but there is also a programme of online practical training workshops for your trainee staff and a choice of various online CPD options. You can pick and mix the courses you would like to attend with those you would prefer to watch sitting at your desk....face to face events from 53 plus VAT Flexible CPD season tickets 10 or more places 53* 6-9 places 60* Our flexible season ticket costs 530 plus VAT for 10 CPD places. Any additional courses cost just 53 plus VAT per place even if they are subsequently booked later in the programme. The season ticket is very flexible, you can send one person on 10 courses, 10 people on one course or any other combination the choice is yours. You can even attend any venue! For those practices who need fewer than 10 places, a season ticket for 6 to 9 places can be purchased at a cost of 60 plus VAT per place. Individual CPD courses from 100* Our CPD courses can be attended on an ad hoc basis whereby you only pay for the courses you book. * plus VAT per place Four great options offering unbeatable value and flexibility along with: Fixed monthly payments 4 OPTIONS Discounts on other products and services See page 4 to find out which package would be best for your firm....online courses see pages 5-7 for details Three hour CPD courses 12 popular CPD courses are available which can be purchased for your firm individually or as a subscription. One hour topical webinars - live and recorded An extensive programme of more than 50 webinars covering topical issues. ALSO AVAILABLE ON CD One hour quarterly updates Regular online updates, one series on tax and one on audit and accounts, covering topical issues. Practical Training Workshops Practical courses covering key topics for staff with little or no prior knowledge of the subject. 2

3 CPD Course Programme per place if 10 or more places booked Course Title Accountancy Update and Current Issues Andrew Güntert - Mercia Group Ltd Available Online Date Tue 4 Mar 2014 PAYE, Benefits & NI Update Mark Morton - Mercia Group Ltd Tue 11 Mar 2014 VAT Update and Problem Areas Simone Hurst - VATease Thu 3 Apr 2014 The Tax, Legal and Accounting Implications of Transactions between a Company and its Directors John Welsford Wed 14 May 2014 Tax Efficient Reorganisations for the Smaller Company Pete Miller - The Miller Partnership Wed 25 Jun 2014 Inheritance Tax Update with Planning Andrew Burgess - Mercia Group Ltd Tue 1 Jul 2014 Charities: Current Issues Phil Frost - Mercia Group Ltd Thu 11 Sep 2014 Finance Act 2014 Pat Nown - Mercia Group Ltd Tue 30 Sep 2014 Audit and Assurance Update Jeremy Williams - Mercia Group Ltd Tue 4 Nov 2014 Implementing the New FRS Phil Frost - Mercia Group Ltd Wed 19 Nov 2014 Topical Tax Issues Norman Allison - Mercia Group Ltd Tue 2 Dec 2014 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 reserves the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia reserves the right to vary the published programme. Venue and timing Holiday Inn Lancaster Waterside Park Caton Road Lancaster, LA1 3RA NEW VENUE Tel: All courses will be held from 2.00pm to 5.00pm 3

4 Options Fixed monthly payments and s on other products and services. There are four great options offering unbeatable value and flexibility! You can pay by fixed monthly payments and you can join at any time. If you would like to discuss the options available please contact Hannah Howe on Range of benefits CPD PLUS Online PLUS Face to face Unlimited places on CPD courses in your local programme (listed on page 3) 53 per place Access to local CPD course notes online X Unlimited places on CPD courses on other local programmes (nationwide) 53 per place 53 per place 53 per place Unlimited places on one day conferences Unlimited places on specialist CPD courses Unlimited places on Practical Training Workshops on other local programmes (nationwide) ** ** *** *** X X X Online Access to 12 online CPD courses (listed on page 5) Quarterly online updates on Audit and Accounts and Tax Issues Access to recorded webinars Access to live webinars Access to online Practical Training Workshops (listed on page 5) Other benefits ** X X A PDF of the quarterly Audit and Tax Technical Update newsletter Discounts on other products and services X 10% 10% 10% Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole practitioners rate * 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. ** vouchers for places on our specialist courses, conferences and webinars. The number of vouchers will be equal to the number of partners and senior members of staff. *** There will be a 50 charge where lunch is included. To join as a Mercia member, please complete and return the application form on page10. 4

5 Online Courses - new for 2014 Whether you are looking to complement your face to face training or to replace it completely with an online offering, our extensive range of courses and packages will provide you with the right solution for your practice. If you would like to discuss the options available please contact Kay Sanders at kay.sanders@mercia-group.co.uk or call her on FROM 29 plus VAT CPD Audit and Accountancy - three hour Audit and Assurance Update Accountancy Update and Current Issues The Reporting Requirements of Small Companies Money Laundering Update ONLINE OR CD Practical Training Workshops (PTWs) Audit and Accountancy - interactive self study Introduction to Money Laundering Bookkeeping: The Principles Understanding Analytical Procedures Company Size Issues Tax - three hour VAT Update and Problem Areas Compliance Conundrums - Coping with HMRC Enquiries Personal and Employment Tax Update Spring Tax Update Crucial Corporate Tax Issues Pitfalls and Opportunities in Capital Taxes Finance Act 2014 Topical Tax Issues Quarterly updates - one hour Tax Updates (Q1, 2, 3 and 4) Audit and Accountancy Updates (Q1, 2, 3 and 4) ONLINE OR CD Bookkeeping: The Next Stage Preparing Company Accounts How to Audit: An Introduction Tax - interactive self study Introduction to PAYE and NI Calculating Personal Tax Introduction to VAT Calculating Trade Profits - Addbacks Fraud and the Accountant Related Parties Auditing Accounting Estimates Understanding Capital Allowances Calculating Corporation Tax Employment Benefits VAT Issues for Accounts Staff Individual courses Online subscription Quarterly updates CPD PTW CPD PTW A&A Series Tax Series Fee per firm (n/a for sole practitioners) Sole practitioner partners partners or more partners Per partner and senior member of staff Per trainee and junior member of staff Payable monthly by Direct Debit Included in membership Price is based on the size of your practice and gives you firm wide access. 1 For sole practitioners with no senior staff. 2 All partners, managers and senior members of staff must be included in the subscription. These include those who are qualified either by examination or experience. 3 All trainees and junior members of staff must be included in the subscription. 4 CPD courses are also available on a CD to watch on your PC or laptop for an additional charge of 10 per course or 120 for the subscription. FIRM WIDE ACCESS 5

One hour topical webinars - live and recorded We offer an extensive programme of more than 50 webinars - one hour live and interactive online seminars which explore in detail a wide range of topics.

Comprehensive notes Experienced presenters See the presenter and the slides Facility to ask a question during the live event HOT TOPICS Live webinars: As well as access to the live webinar you will

Recorded webinars: If you know that you can t make the date of the live webinar a recorded version is also available and this will be accessible for three months after the live event.

6 One hour topical webinars - live and recorded We offer an extensive programme of more than 50 webinars - one hour live and interactive online seminars which explore in detail a wide range of topics. The webinars are also available as recordings after the event. Comprehensive notes Experienced presenters See the presenter and the slides Facility to ask a question during the live event HOT TOPICS Live webinars: As well as access to the live webinar you will receive access to a recording of the webinar for three months after the live event. Recorded webinars: If you know that you can t make the date of the live webinar a recorded version is also available and this will be accessible for three months after the live event. Individual webinars Per participant 75 3 or more participants 225 for members FREE for membershipplus and online membershipplus see page 4 for details Programme to June 2014 Here are just some of the live and recorded webinars available up until June As the programme aims to be topical the webinars are planned on a rolling basis and an up to date list can be found on our website at /webinars Audit and Accountancy FRS How is UK GAAP Changing FRS Issues with Tangible Assets FCA - Six Months On Regularity Reporting for Academies Academies Financial Handbook 2013/14 Dealing with Properties: The Accounting Issues FRS Issues with Intangible Assets FAQs in Subsidiary Company Audit Exemption S479A Accounting Estimates Limited Liability Partnerships: Accounting Issues SRA Accounts Rules - The Real Issues FRS Measuring Financial Instruments Group Reorganisations - The Accounting Implications Current Issues for Pension Scheme Auditors Money Laundering Key Issues Academies Accounts Direction 2013/14 A Practical Approach to Due Diligence IFRS Current Issues Auto-Enrolment: Accounting and Auditing Pension Costs Mercia Audit Manual Webinars Tax Trusts - The Basic Principles Trusts - Income Tax The Essentials Asset Protection Trusts and Other Options Trusts - Aspects of Capital Gains Tax Statutory Residence Test Research and Development Tax Credits IHT and Pension Planning (and Completing Form 409) Direct Tax Issues for Academies HMRC Penalties - Raising Revenue or Educating the Taxpayer? Trusts: IHT Charges and Computations Close Company Tax Issues - Loans and Shares Working from Home: The Tax Issues Employee Share Incentives - EMI P11Ds Completion: Practical Issues Taxation of Groups: The Essentials IHT: The Essentials Budget 2014 Making the Most of Tax Losses Splitting a Company: The Tax Issues Dealing with Properties: The Tax Issues Personal and Management Skills Dealing Assertively with Colleagues and Clients Coaching and Mentoring Effective Business Writing Skills Delivering Service Excellence Presentation Skills: Presenting with Confidence Presentations Skills: PowerPoint Heaven and Hell Getting the Most Out of the Appraisal Process Improving Personal Productivity and Effectiveness Motivating Your Team: Your Role and Impact Maximising Performance and Profitability Experience an online course......to view samples of all the online course formats available visit /view 6

More detail about online courses... Our online courses have been designed in the digital format which best suits the type of course and participants level of knowledge.

Samples of each are available for you to experience on our website at /view FIRM WIDE ACCESS Three hour CPD courses We film 12 of our most popular CPD courses for you to watch in your online library

Includes a video of the speaker together with slides and comprehensive notes Watch in bite size chunks Simple navigation to go direct to a particular topic Available for your firm to view for at

7 More detail about online courses... Our online courses have been designed in the digital format which best suits the type of course and participants level of knowledge. Further details are outlined below and prices can be found on page 5. Samples of each are available for you to experience on our website at /view FIRM WIDE ACCESS Three hour CPD courses We film 12 of our most popular CPD courses for you to watch in your online library or have delivered on a CD. Includes a video of the speaker together with slides and comprehensive notes Watch in bite size chunks Simple navigation to go direct to a particular topic Available for your firm to view for at least 12 months Audio only version to listen on the move One course issued per month BITE SIZE One hour quarterly updates Watch two of our experts talking about the current issues in either tax or audit and accounts. Up to an hour in length, the updates will be available to view from your online library at a time to suit you. HOT TOPICS Two series: Tax and A&A Four regular updates per series Easy to watch, friendly format Practical Training Workshops Our Practical Training Workshops (PTWs) are 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. Engaging and interactive Intuitive and easy to use Recognition when course is completed INTER- ACTIVE NEW Online PLUS Access to ALL online courses and webinars with fixed monthly payments and s on other products and services. Online PLUS costs 500 per firm, 350 per partner and senior staff and 170 per trainee and junior member of staff. See page 4 for details. 7

8 CPD Course Booking Form Please photocopy this form if there is not enough space. I would like to book the following courses: Date No of Places Delegate Names Accountancy Update and Current Issues PAYE, Benefits & NI Update VAT Update and Problem Areas The Tax, Legal and Accounting Implications of Transactions between a Company and its Directors Tax Efficient Reorganisations for the Smaller Company Inheritance Tax Update with Planning Charities: Current Issues Finance Act 2014 Audit and Assurance Update Implementing the New FRS Topical Tax Issues (Lancaster) Personal Details (Required for all bookings, including members) Firm Address Payment Details Total 53 if 10 or more places booked Total 60 if 6-9 places booked Total 100 if 1-5 places booked plus 20% TOTAL (Cheque enclosed payable to Mercia Group Ltd) Tel No Fax No Contact Please return by post or fax to the address below Paying By Credit Card: Visa, Mastercard or Delta Accepted Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) Mercia Group Ltd, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t f enquiries@mercia-group.co.uk 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 reserves 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: 6-14 Underwood Street, London N1 7JQ 8

9 Online Course Booking Form Please photocopy this form if there is not enough space. Firm Address Tel No Fax No Main Contact Main Enrolment Contact Enrolment Subscription Options - please select CPD online PTW online Number of Partners/Managers/Senior staff Total number x 170 Per firm fee 250 SUB TOTAL* Number of trainees and junior members of staff Total number x 170 Per firm fee 250 SUB TOTAL* Sole practitioner fee SUB TOTAL* 350 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. See page 4 for online PLUS. Individual courses and quarterly updates Course Title Cost Payment Details Paying By Credit Card: Visa, Mastercard or Delta Accepted Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) *SUB TOTAL (from above) plus 20% TOTAL Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 6-14 Underwood Street, London N1 7JQ 9

10 Application Form - Lancaster Please photocopy this form if there is not enough space. Firm Staff Names 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. Address Partners/Principals/ Directors Tel No Main Contact Main Enrolment Contact Enrolment Managers/ Senior Staff (Those for whom CPD courses are relevant) Options - please select CPD PLUS Trainees (Those for whom Practical Training Workshops are relevant) Online PLUS Fees CPD Per firm fee 150 No. of Partners/Managers/Senior staff x 395 Per firm fee 150 No. of Partners/Managers/Senior staff x 395 No. of Trainees/Junior staff x 280 Other Junior Staff (Those for whom Practical Training Workshops are relevant) Total No. of Staff PLUS Per firm fee 350 No. of Partners/Managers/Senior staff x 595 No. of Trainees/Junior staff x 280 Online PLUS Per firm fee 500 No. of Partners/Managers/Senior staff x 350 No. of Trainees/Junior staff x 170 Paying By Credit Card: Visa, Mastercard or Delta Accepted Cardholder No Security Code Card Expiry Date Cardholder Name & Initials Cardholder Address (Inc. Postcode) Sole Practitioner x 700 plus 20% TOTAL The fee will be invoiced in advance but can be paid in 12 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 to: Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 6-14 Underwood Street, London N1 7JQ 10

11 Specialist Assignments...made easy! PAPERLESS OPTIONS ALSO AVAILABLE The Mercia Specialist Assignment Manuals (SAM) will save you hours of research and keep you up-to-date with relevant rules and regulations. Academies Audit Exemption Charities Clubs Estate Agents Friendly & Industrial & Provident Societies FCA - Designated Investment Firms FCA - Mortgage and General Insurance Intermediaries Limited Liability Partnerships (LLP) Pension Schemes Registered Social Housing Providers Solicitors Accounts Rules Manual content includes engagement letters, example reports, pro-forma accounts, checklists and detailed work programmes, including tailored planning and completion documentation along with guidance notes summarising relevant rules and regulations. from 195 * per manual Also available Mercia Audit Manual from 245* *All prices are plus VAT PEACE OF MIND GUARANTEED - ANNUAL UPDATE FEE FROM 62* Find out more at /manuals

12 Nationwide programmes - over 50 locations High quality CPD courses and practical workshops at a venue close to you. Visit the website to download your local programme or view online. Specialist courses and one day conferences A complete programme of courses not usually found in our local CPD programmes to help you in providing specialist advice to your clients. PLUS over 100 online courses An extensive programme of over 50 one hour webinars covering specialist topics, three hour CPD courses and practical workshops all available online.

Midlands (East) 2016 Accountancy and Tax training local to you

Midlands (East) 2016 Accountancy and Tax training local to you 31 e-learning modules 100+ Over 50 locations nationwide online courses 40+ speakers across our events 68,127 booked on courses per year 97%