ACCA Course Directory 2009

PROFESSIONAL COURSES
directory
of courses
2009
corporate and
financial services
sectors
in-depth courses •
residential updateS •
modular programmes •
in-company training •
DIRECTORY OF COURSES 1
Welcome
to the Directory of Courses 2009
2
This directory details all the courses offered by ACCA UK
Professional Courses in the corporate and financial services
sectors, including in-depth courses, personal development
training and residential updates.

MULTIPLE BOO
KING DISCOUNT
introduction • Book more th SCHEME*
We know your time is valuable, so our an one in-depth
least 10% of course and save
courses have been designed to fit into the course pric at
e.
whatever learning time is best for you. • Book two in
-depth courses
You can opt for an in-depth course on one-day cour and pay just £
se – saving £6 420 per
a subject that really interests you, or 0 per course.
• Book three or
choose a short, focused seminar that more in-depth
£390 per on courses and pa
will give you the essential information e-day course – y just
saving £90 pe
to allow you to do your job more • Please note r course.
that half-day in
effectively. eligible for an -depth courses
y discounts. Ef are not
and The New fective Internal
quality training Internal Audit Auditing
Practice are Standards and
Whichever course you choose, we’re two-day course Best
discounted an s that have alre
confident that it will be of the highest d are classified ady been
course each here as one in
quality, as well as being fully accessible . -depth
and representing excellent value. • In addition,
discounts are av
members an ailable for unem
Our lecturers have been chosen for d for members ployed
working for ch
Please contac arities.*
their expert knowledge and wealth of t the Professio
020 7059 591 na l Courses team
experience in their fields. We are proud 0 for further in on
that many lecturers have been working formation
with us for several years, reflecting
the positive feedback from previous
delegates.
WEBSITE
You can view all of our courses and
events, or download a copy of this
directory, on the Professional Courses
area of our website. Please visit http://
www.uk.accaglobal.com/uk/members/
professional_courses/.
CPD UNITS
All courses count as verifiable CPD
provided the content is relevant to
your development needs. The number
of CPD units stated by each course
description is the maximum that can be
claimed for that course.
EARLY BOOKING DISCOUNT
* Please note that these
SCHEME discounts do not apply to
Enjoy great value savings with our early events organised by
the ACT, CIMA
booking discount for our Spring Update Mastercourses, ICSA
for Accountants. Training, IIA, PASS
Training or SII – see
Book a place before 5 March 2009

individual courses for
discount details where
and pay £1300 – saving £80. applicable.
CONTEN
01 IN-DEPTH COURSES 08
Accounting and Accounting by Private Companies (SMEs) 10
financial reporting Accounting in Germany and France 10
Accounting in the US 11
NEW Advanced Analysis of Financial Statements 11
Analysis of Financial Statements 12
Group Accounting under UK GAAP 12
NEW IFRS – The Basics 13
NEW IFRS – The More Complex Issues 13
International Differences in Accounting UK/IFRS/US Comparisons 14
What’s New in UK Financial Reporting 14
Writing the Annual Report 15
Auditing Advanced Information Systems Auditing 16

Auditing Projects and Project Risk 16
Effective Internal Auditing 17
Introduction to Information Systems Auditing 18
NEW The New Internal Audit Standards and Best Practice 19
Business The Accountant as Strategic Adviser and Influencer 20

Building a Business for Sale 20
Business Alignment 21
Business Performance Turnaround 21
Business Process Improvement 22
Effective Business Planning 22
Expenditure Reduction 23
Spreadsheet Skills for Forecasting, Planning and Budgeting 23
The Strategic Management Accountant 24
Business Culture Building Internal Reputation 25

Ethical Leadership – Lead, Follow or Get Out of the Way 25
Financial and Business Ethics 26
Naming Elephants – Uncovering the Real Issues 26
People and Systems 27
Personal Power and Positive Political Influence 27
NEW Reputation – an Asset or a Liability? 28
Company Secretary Company Secretarial Practice for Plcs 29

The Role of the Company Secretary 29
4
NTS
Corporate Governance Directors and their Duties 30
and Risk Management Effective Boards and Effective Board Committees 30
New and Emerging Challenges in Corporate Governance 31
Risk at Work – Data Loss Prevention 31
Risk Management and Internal Control 32
Finance 21st Century Management Accounting 33

Advanced Budgeting, Planning and Control 33
Applied Risk Management 34
The Balanced Scorecard 34
The Essential Guide to Treasury Security and Controls 35
The Evolving Finance Function 36
Faster Financial Closing 36
The Finance Director’s Survival Guide 37
Finance, the Driving Force in Customer Relationship Management 37
Financial Modelling 38
Fundamentals of Project Finance 38
Fundamentals of Risk Management 39
International Corporate Treasury Management 39
Introduction to Derivatives 40
Introduction to the Equity Markets 40
NEW Introduction to Islamic Finance 41
Investment and Project Appraisal 42
The Nuts and Bolts of Cash Management 42
Powering Profitable Growth 43
A Practical Approach to Private Company Acquisition 44
Raising Capital in the Financial Markets 44
Techniques in Valuing a Private Company 45
NEW Understanding Debt Finance 45
Unified Performance Measurement 46
Law and Regulation Anti-Money Laundering – The Essentials 47

Business Law Update 47
Commercial and Consumer Contracts 48
Company Law Update 48
Employment Law Update 49
NEW Essential Steps for Effective Whistle-Blowing Processes 49
NEW Fraud Update – Investigating Allegations and Crime 50

DIRECTORY OF COURSES CONTENTS 5

CONTENTS

How to Prevent and Detect Fraud –
An Essential Protection Programme for the Global Downturn 50
NEW Managers and the Law 51
Sarbanes-Oxley 51
NEW Understanding Regulation and Compliance 52
Taxation NEW Capital Allowances 53

NEW Construction Industry Scheme 53
Corporation Tax Update 54
Designing Tax-Efficient Remuneration Packages 54
International Tax Planning 55
P11D 55
PAYE and Employer Compliance Visits 56
Property Tax Reliefs 56
VAT and Cross-Border Transactions – Are You Getting the VAT Right? 57
VAT – The Essentials 57
VAT – Introduction to Land and Property 58
IN-COMPANY TRAINING SERVICE 59

02 Corporate Accountants’ Updating Programme 60
Financial Reporting Financial Reporting – Update and Refresher Part One 63
Financial Reporting – Update and Refresher Part Two 63
Management Accounting Value Management – Fact or Fantasy? 64

Staying Competitive in an Uncertain Environment 64
Taxation Employee Tax Update 65

Business and Corporate Taxes Update 65
03 Corporate Accountants’ CPD Conferences 66

Conference A Topical Tax Issues 69
IFRS for Listed and Private Entities 69
Strategic Influencing 69
Conference B The Companies Act 2006 – Final Implementation 70

Using Risk Management to Enhance Your Business 70
Perceptive People Managers 70
Conference C Corporation Tax Update 71

Gaining Strategic Business Insights 71
Shaping up for Success 71
6
04 Residential Updates for AccountantS 72
Spring and Autumn Updates 74
FINANCIAL AWARENESS FOR NON-FINANCIAL MANAGERS 75

05 Management and Personal Development Training 76
Essential Development Successful Networking 79
Skills Effective Communication 79
Personal Effectiveness 80
Managing Upwards 80
Persuading and Influencing 81
Rewarding Negotiations 81

Essential Business Skills Effective Report Writing 82
Powerful Presentations 82
Managing and Participating in Meetings 83
Improving Your Project Management 83
Working Effectively in Teams 84
Problem Solving 84
Essential Management The Exceptional Delegator 85

Skills Motivating Individuals and Teams 85
Delivering Team Potential 86
Managing for Peak Performance 86
Delivering and Managing Change 87
Conflict Management 87
Additional courses Exceptional Presentation Skills for the Finance Function 88

Speeding Through Your Paperwork 88
NEW Understanding and Managing People Risk 89
06 IT Training Courses 90
Introduction to Access 93
Intermediate Access and Advanced Access 93
Intermediate Excel 94
Advanced Excel 94
Excel: Data Analysis 95
Sage 50 for Accountants 95
Advanced Powerpoint 96
Microsoft Project – Creating a Project 96
07 The Small Print 97

ACCA Realise / CPD Tools 98
Events Calendar 99
Terms and Conditions 103
Booking Form 105
DIRECTORY OF COURSES CONTENTS 7

01
8
Our programme of In-Depth courses offers thorough
training in a variety of technical subjects. This range of
two day, one day and half day courses will ensure you keep
up-to-date with the latest developments in these areas
IN-DEPTH
COURSES 10 accounting and financial reporting
16 auditing
20 business
25 business culture
29 company secretary
30 corporate governance and risk management
33 finance
47 law and regulation
53 taxation
01
Dates and location Accounting by private companies (smes)
IN-DEPTH COURSES
Accounting and financial reporting
13 May (09.15 – 17.00), London

16 September (09.15 – 17.00), London This course examines the IASB’s proposed standard on accounting by
private companies, formerly called small and medium-sized enterprises
Lecturer (SMEs). This standard is expected to be available for use in 2009.
Christopher Nobes BA PhD FCCA
Professor of Accounting, Royal Holloway, What will I get out of it?
University of London • understanding of a new standard that is likely to replace UK GAAP for
unlisted companies
Fee • knowledge of the key differences between the IASB’s new private
£480 company standard and UK GAAP, including the FRSSE, and between
the new standard and full IFRS.
CPD UNITS 8
Key features
• entities which can apply the new standard
• study of all main requirements of the standard, including presentation
of financial statements and measurement of assets and liabilities
• simplifications compared with IFRS
• differences from UK GAAP.
Who should attend?

Accountants and auditors of unlisted companies.
Date and location ACCOUNTING IN GERMANY AND FRANCE

24 September (09.15 – 17.00), London
An in-depth understanding of the major differences in accounting practices
Lecturer in Germany and France is fundamental for those who prepare, audit or
Christopher Nobes BA PhD FCCA interpret financial statements in these countries.
Professor of Accounting, Royal Holloway,
University of London What will I get out of it?
• understanding of institutional factors that result in differences in
Fee accounting
£480 • ability to make the right decisions and gain the knowledge needed for
dealing with subsidiaries in Germany and France on a day-to-day basis.
CPD UNITS 8
Key features
• the main areas of difference in financial reporting
• detailed accounting examples applicable to individual companies in
Germany and France
• practical accounting rules in Germany and France
• case studies on annual reports.
Who should attend?

Accounting staff or auditors concerned with subsidiaries in Germany or
France.
10
to book your place email professionalcourses@uk.accaglobal.com or call 020 7059 5910
ACCOUNTING IN THE US Dates and location

10 June (09.15 – 17.00), London
This course examines US GAAP by comparing it with UK and 17 September (09.15 – 17.00), London
International Financial Reporting Standards.
Lecturer
What will I get out of it? Christopher Nobes BA PhD FCCA
• understanding of the differences in accounting practices between the Professor of Accounting, Royal Holloway,
UK, International Financial Reporting Standards and the US University of London
• insight into the causes and general nature of these differences
• knowledge of the important accounting practices required by US Fee
GAAP. £480
Key features CPD UNITS 8

• regulatory framework of accounting in the US
• the SEC, FASB, AICPA
• the main areas of accounting differences
• case studies on US annual reports.
Who should attend?

Accounting staff or auditors of UK subsidiaries of US-based groups or
UK-based groups with US subsidiaries.
NEW Advanced Analysis of Financial Statements Dates and Location

8 July (09.15 – 17.00), London
This one-day course is designed to build on the introductory course. It 7 December (09.15 – 17.00), London
focuses on more complex aspects of financial statements, allowing delegates
to analyse more deeply a company’s performance and financial standing. Lecturer
David Bowman BSc ACA CFA IMC
What will I get out of it? Senior Consultant, IDG Limited
• a comprehensive grounding in group accounting and the impact on
financial performance Fee
• more detailed understanding of some of the more complex aspects of £480
financial statements
• ability to more comprehensively assess the potential financial risks CPD UNITS 8
facing the business Save £60 whe
n you book
• ability to calculate a number of performance metrics. two in-depth
courses, or sa
£90 when yo ve
u book three
Key features
• group accounting including treatment of associates and joint ventures
• foreign exchange effects on the performance of the business
• corporation tax including deferred taxation and effective tax rates
• revenue recognition on long term contracts
• employee benefits including pensions and share option schemes
• financial instruments including accounting for debt and equity, financial
assets and liabilities, derivatives and hedging
• gearing and how it can be measured, including off-balance sheet issues
• calculating some advanced measures of performance including
NOPAT, ROIC and SVA.
Who should attend?

Those looking to build their practical financial accounting knowledge, and
those seeking to understand the accounts in more depth. Those analysing
accounts from a lending or credit risk perspective would also benefit.
DIRECTORY OF COURSES IN-DEPTH COURSES 11

01
Dates and location ANALYSIS OF FINANCIAL STATEMENTS
IN-DEPTH COURSES
11 May (09.15 – 17.00), London

6 November (09.15 – 17.00), London This course will explain the format and content of the three primary
financial statements. It will look at the annual report of a leading listed
Lecturer company and explain the financial information in easy-to-understand
David Bowman BSc ACA CFA IMC language. It will discuss the importance of accounting policies and their
Senior Consultant, IDG Limited impact on the financial statements. Time will be devoted to computing and
interpreting some key financial ratios. It will also focus on explaining where
Fee the key uncertainties exist in the accounts and give a general awareness of
£480 creative accounting techniques and how they may be identified.
CPD UNITS 8 What will I get out of it ?

• understanding of the form and content of a set of financial statements
• ability to compute and interpret some key financial ratios
• understanding of key areas of uncertainty and judgement in the
financial statements
• broad understanding of the areas where ‘creative accounting’
techniques may be used.
Key features
• accounting fundamentals and the analysis framework
• analysing fixed assets including both tangible and intangible categories
• understanding the working capital cycle, cash flow statement, measures
of liquidity and analysis of the financing structure of the business
• analysing returns to shareholders utilising both DuPont analysis and
EPS calculations and ROCE/ROE.
Who should attend?

All accountants involved in the analysis and interpretation of financial
statements.
Dates and location GROUP ACCOUNTING UNDER UK GAAP

6 April (09.15 – 17.00), London
11 September (09.15 – 17.00), London Recent changes in company law mean that many more groups will have to
produce consolidated accounts than ever before. For periods commencing
Lecturer 6 April 2008, any UK group exceeding (in total) the small company limits
Charles Gubbins BSc CA will, subject to some exemptions, have to produce consolidated accounts in
Associate, Kaplan Financial accordance with full UK GAAP.
Fee What will I get out of it?

£480 • understanding of the production of consolidated accounts, including
associates and joint ventures from first principles
CPD UNITS 8 • practical examples and discussion to help you apply knowledge
gained.
Key features
• identification of subsidiaries, exemptions and exclusions
• the fair value exercise and goodwill
• consolidation methods and adjustments
• disposals
• complex group structures
• acquisitions and mergers
• associates and joint ventures
• the impact of IFRS.
Who should attend?

Accountants in industry moving into a group or subsidiary accounting
role, anyone who needs to develop (or refresh) their understanding of the
principles and preparation of group accounts under UK GAAP, accountants
in previously exempt medium-sized groups, and accountants in small-sized,
but growing companies.
12
NEW IFRS – THE BASICS Dates and Location

20 July (09.15 – 17.00), London
This course provides an introduction to IFRS, looking at the basic 21 December (09.15 – 17.00), London
standards and the implications of applying them. It will also consider some
of the main differences between IFRS and UK GAAP in relation to the Lecturer
standards covered. Philip Bradbury ACMA
Training Consultant, ATC International
What will I get out of it?
• a succinct introduction to IFRS, highlighting any differences to Fee
UK GAAP £480
• awareness of some of the practical issues that may impact upon an
entity’s financial statements CPD UNITS 8
• ability to share issues encountered in the adoption of IFRS.
Key features
• recognition and measurement issues required under IFRS
• practical issues in adopting IFRS and the continuing issues
post-adoption
• disclosure issues required by IFRS
• brief consideration of where IFRS differs from UK GAAP.
Who should attend?

Finance directors and their staff, of entities that will be adopting IFRS in
the near future. Accounting staff who are required to apply IFRS in their
workplace, and accountants who are required to communicate the impact
of IFRS to their board and shareholders.
NEW IFRS – THE MORE COMPLEX ISSUES Dates and Location

21 July (09.15 – 17.00), London
This course considers in detail the implementation of some of the more 22 December (09.15 – 17.00), London
complex issues, such as financial instruments, leases, employee benefits
and business combinations, that accountants are required to apply when Lecturer
adopting IFRS. The course will briefly consider the differences between Philip Bradbury ACMA
IFRS and UK GAAP in the topics covered. Training Consultant, ATC International
What will I get out of it? Fee

• an appreciation of the impact of the accounting issues surrounding £480
these complex standards.
• awareness of practical issues relating to the application of these CPD UNITS 8 Save £60 whe
standards n you book
two in-depth
• consideration of the recognition and measurement issues required courses, or sa
• sharing of issues that have impacted on entities when applying the £90 when yo ve
u book three
standards.
Key features
• application issues relating to financial instruments
• accounting for share-based transactions and employee benefits
• accounting for business combinations, including the changes under
IFRS 3 2008
• accounting for leases
• accounting for deferred taxes.
Who should attend?

Finance directors and accountants who are required to apply IFRS.
Accounting staff who will be required to adopt IFRS in the near future, and
accounting staff who are required to communicate the issues relating to
IFRS to their boards and shareholders.

01
DateS and location INTERNATIONAL DIFFERENCES IN ACCOUNTING:
IN-DEPTH COURSES
12 June (09.15 – 17.00), London UK/IFRS/US COMPARISONS

30 October (09.15 – 17.00), London
Many UK companies are running IFRS or US GAAP for some purposes and
Lecturer UK GAAP for others. Some accountants trained in UK accounting need to
Christopher Nobes BA PhD FCCA convert to IFRS or US accounting. Many US groups are preparing to move
Professor of Accounting, University of London to IFRS. This course looks at major accounting topics, comparing IFRS
requirements with UK and US rules and practices.
Fee
£480 What will I get out of it?
• understanding of the key differences between IFRS and UK or US
CPD UNITS 8 accounting
• practical guidance on adjusting accounting numbers from UK to IFRS
or US, or vice versa
• a conversion course for those moving from UK knowledge to
international practice.
Key features
• companies required or allowed to use IFRS
• three-way international comparison on all major accounting topics
• case studies on adjustments from UK or US GAAP to IFRS.
Who should attend?

Accounting staff or auditors of companies with international operations, or
converting from UK to IFRS.
Dates and location WHAT’S NEW IN UK FINANCIAL REPORTING?

30 April (09.15 – 17.00), London
15 July (09.15 – 17.00), London This course looks at the ‘hot topics’ in UK financial reporting, for example
28 October (09.15 – 17.00), London phased convergence with international accounting standards (IAS) has
stalled and a ‘big bang’ approach is being advocated by the ASB. An
Lecturer international standard for small and medium-sized entities will be finalised
Guy Loveday BSc (Econ) FCA this year, and the UK must decide whether to adopt this standard. The
Partner, The Professional Training Partnership accounting requirements of the Companies Act 2006 will be finalised this
year also.
Fee
• coverage of any recently issued exposure drafts, standards, statements
CPD UNITS 8 and UITF abstracts
• understanding of the latest ASB proposals on convergence with
international accounting standards.
Key Features
• final thoughts on revenue recognition and latest developments in cost
recognition following the demise of ‘customary accounting practice’
• the international standard for smes – will it replace the FRSSE?
• accounting requirements of the Companies Act 2006
• latest review panel and professional oversight board reports
• latest technical guidance from professional bodies.
Who Should Attend?

Accountants involved in financial reporting.
14
writing the annual REPORT Date and location

7 December (09.15 – 17.00), London
All limited companies (other than those designated as ‘small’) are now
required to provide significantly enhanced directors’ reports, including key Lecturer
performance indicators, consideration of risk and an assessment of how Mark Wearden FCCA FCIS
directors have fulfilled their duties. This practical session will help you Managing Director, MBS Ltd
produce reports of the required standard.
Fee
What will I get out of it? £480
• explanation and discussion of the implementation of the new
requirements; the underlining of expectation in Companies Act 2006 CPD UNITS 8
• identification of roles, responsibilities and accountabilities
• consideration of alternative approaches to writing the report and
focusing the intent.
Key features
• what is perceived good practice?
• why does it matter?
• responsibility, accountability, ownership, writing and editing
• developing a value-adding process of completion
• identifying and narrating the story
• where do we start?
• empathetic reporting; ensuring the report is focused
• the three-fold requirement – constitution, directors’ duties, business
review.
Who should attend?

Chief executives, executive directors, non-executive directors, accountants,
company secretaries. People who have responsibility for or involvement in
the compilation and writing of the annual report and business review of any
incorporated organisation.
Save £60 whe

n you book
two in-depth
courses, or sa
£90 when yo ve
u book three

01
DATES AND LOCATION ADVANCED INFORMATION SYSTEMS AUDITING (AISA)
IN-DEPTH COURSES
auditing
13 – 15 May (09.15 – 17.00), London

11 – 13 November (09.15 – 17.00), London This intellectually challenging course is underpinned by an in-depth
understanding of how control processes operate within modern
LECTURER infrastructures, and how an auditor can approach the evaluation of these
This course is designed, developed and processes.
presented by MindGrove Ltd.
WHAT WILL I GET OUT OF IT?
FEES • understanding of the process of hardening systems
£1115 + VAT (£1310.15) • ability to evaluate vulnerability, patch and fix regimes
IIA member: £1015 + VAT (£1192.65) • understanding of how to deploy analytical software products and
techniques to locate or evaluate system weaknesses
This course is held by the IIA and endorsed • ability to analyse and evaluate critical preventative and directive control
by ACCA processes within systems
• understanding of how to analyse and evaluate control trails and
CPD UNITS 24 event logs.
KEY FEATURES
• hardening systems – prevention and detection measures
• auditing systems security – tools and techniques for auditors
• data control – preventative and directive processes
• data control – detection processes.
WHO SHOULD ATTEND?

Those familiar with basic IT audits that need to extend their
skills into more technical aspects. This course is suited for those with six
months or more experience in information technology auditing.
Dates and locationS AUDITING PROJECTS AND PROJECT RISK

19 – 20 February, London
30 April – 1 May, York No one wants to squander money on under-functioning or over-budget
16 – 17 July, London projects. Increasingly, those who have risk-related roles are being asked
24 – 25 September, London to give assurance that project risks are being assessed, governed and
3 – 4 December, London minimised. This course provides an intellectually stimulating introduction to
the subject of projects and project risk.
Lecturer
This course is designed, developed and What will I get out of it?
presented by MindGrove Ltd • identification of critical differences between programmes and projects
• evaluation of the interplay between risk, cost and time in projects
Fees • ability to plan for project and programme audits, and perform project
£960 + VAT (£1128.00) risk reviews.
IIA member: £860 + VAT (£1010.50)
Key features
This course is held by the IIA and • terminology, players and methods
endorsed by ACCA. • managing successful programmes and projects
• first steps
CPD UNITS 16 • planning
• teams, metrics and money
• hidden dependencies
• documentation, change and quality
• testing, acceptance and rollout
• benefits and outcomes
• end of project reviews.
Who should attend?

Anyone responsible for assessing or auditing project or programme risk to
establish whether it is being properly controlled. This course uses case work
to help delegates learn real-world lessons about projects and project risk.
16
EFFECTIVE INTERNAL AUDITING Dates and location

15 – 16 June (09.15 – 17.00), London
This programme reflects the increasing importance ACCA attaches to 5 – 6 November (09.15 – 17.00), London
serving the needs of professionals working in internal auditing. It explains
the nature and practice of internal auditing interpreting the Standards Lecturer
of the global Institute of Internal Auditors which have been significantly Professor Andrew D Chambers BA
revised with effect from the start of 2009, and which have applied to FCCA CEng FCA FIIA FBCS CITP FRSA,
ACCA members since 2005. Reference is also made to HM Treasury’s and Management Audit LLP
CIPFA’s guidance on internal audit for central and local government.
Fee
The programme also covers the essentials of internal audit management, £840
and looks at internal audit’s remit in terms of governance processes, risk
management and internal control. CPD UNITS 16
At its conclusion delegates will be able to apply leading edge approaches

within their organisations.

• opportunity to catch up with new developments
• opportunity to discuss issues important to you in your work
• the provision of insights and approaches which will improve your
professional performance
• for those new to internal auditing – an effective induction so that you
can ‘hit the ground running’
• for experienced internal auditors – an opportunity to take stock and
recharge your batteries
• the chance to network with others with similar interests.
Key features
• the framework of ethics, standards and guidance for internal auditing
• understanding and applying the ‘consulting’ and ‘assurance’ roles of
internal audit
• internal audit purpose, authority, responsibility, objectives, scope and
independence
• the nature of internal audit work
• proficiency and due professional care
• managing the internal audit activity
• quality assurance and improvement programmes
• the option of outsourcing internal audit
• measuring and benchmarking internal audit performance
• the meaning of internal control and risk management
• internal auditors as risk control and governance advisors and
consultants
• planning and performing an audit engagement, audit interviewing and
testing, engagement records
Don’t forg
our courses et, many of
• audit reporting and follow-up – communicating results, monitoring
can
an in-compa be run on
progress, management’s acceptance of risks
• control risk self-assessment. See page 59 ny basis
fo
r more inform
ation
Who should attend?
Internal auditors at all levels who would like to catch up with the latest
developments in internal auditing. External auditors who need an
appreciation of contemporary internal auditing. Those to whom internal
auditors report (finance directors, audit committee members or others) who
need to understand what a modern internal audit function can offer their
organisation.

01
DateS and location INTRODUCTION TO INFORMATION SYSTEMS
IN-DEPTH COURSES
auditing
24 – 27 February, London AUDITING (IISA)

16 – 19 June, London
15 – 18 September, London This intensive course provides the perfect starting point for a newly
8 – 11 December, London appointed information systems auditor. The content has been fully revised
for 2009 to reflect latest standards and best practice.
Lecturer
This course is designed, developed and What will I get out of it?
presented by MindGrove Ltd • understanding of relevant best practice including ITIL/ISO 20000/ISO
27000/COBIT.
Fees • identification of laws, risks and controls that impact on an
£1425 + VAT (£1674.50) organisation’s information processing
IIA member: £1325 + VAT (£1556.87) • ability to perform reviews of of live application systems and those
under development
This course is held by the IIA and • skills to review information and physical security policies, and
endorsed by ACCA. contingency plans
• an explanation of core network terminology.
CPD UNITS 32
Key features
• IT/IS auditing
• risks associated with information technology systems
• auditing existing and new systems and developments
• auditing the building blocks of IT control
• assistance for audit activities.
Who should attend?

Those entering computer audit work who need practical knowledge to
underpin their new career. To ensure a thorough grounding throughout
the course, contrasts and similarities will be drawn from common
business systems and issues. This course is suitable for all levels, but an
understanding of basic audit terminology and sequence will be helpful.
18
NEW THE NEW INTERNAL AUDIT STANDARDS DATES AND LOCATION

AND BEST PRACTICE 24 – 25 March (09.15 – 17.00), London
20 – 21 July (09.15 – 17.00), London
The primary objective of this course is to familiarise delegates with the
significant changes to the standards of the Institute of Internal Auditors and LECTURER
the challenges of applying these. In addition, delegates will obtain a general Professor Andrew D Chambers BA FCCA
overall appreciation of the requirements of the standards and the guidance CEng FCA FIIA FBCS CITP FRSA
available within the IPPF. The course is also developed to cover the new Management Audit LLP
Government internal audit standards.
FEE
• understanding of why the standards framework needed changing
• implications of titling the framework ‘The International Professional CPD UNITS 16
Practices Framework’ (IPPF)
• a timeline for effecting the changes, and for the IIA professional and
speciality certifications
• an indication of likely future developments.
Key features
• reasons for the changes and how they have been made
• likely future developments
• the structure of the new IPPF and the status of its parts
• principal changes to the mandatory parts of the IPPF
• changes to the recommended parts of the IPPF
• how the Practice Advisories have been changed
• changes to definitions of terms used in the standards
• who is committed to follow the IPPF?
• adoption of IIA standards by other bodies
• understanding the new standards; purpose, authority and
responsibility; independence and objectivity; proficiency and due
professional care
• is a consulting role now mandatory in addition to the assurance role?
• highlights of the position papers and practice guides continuing
into 2009
• quality assurance and improvement programmes; managing the
internal audit activity
• nature of internal audit work; engagement planning; performing
the engagement
• communicating results, monitoring progress, resolving senior
management’s acceptance of risks.
Who should attend?

All internal auditors and particularly, but not exclusively, those with
leadership responsibilities. Those to whom internal audit reports.
Standards-setters and regulators from bodies that interface with internal
auditing. Why not choo
date and locase your own
course of yo tion for the
ur choice?
See page 59
for details

Dates and location THE ACCOUNTANT AS STRATEGIC
IN-DEPTH COURSES
business
7 April (09.15 – 17.00), London ADVISeR AND INFLUENCER

23 September (09.15 – 17.00), London
To play a value-adding, proactive role, the accountant needs to understand
Lecturer management agendas, create options and turn these into effective
Dr Tony Grundy MA MBA MSc MPhil strategies to influence decision makers. He or she needs increased
FCA PhD, Senior Visiting Fellow in influence throughout the organisation, whether with a seat on the board,
Strategic Management at Cranfield School or at a level below this. This course will show you the full potential of the
of Management financial advisory role, which goes way beyond traditional planning and
reporting activities.
Fee
• greater knowledge of your own strengths and weaknesses as a
CPD UNITS 8 strategic adviser and influencer
• tips on how to navigate around political constraints
• opportunities to experiment with influencing behaviour
• essential influencing skills.
Key features
• diagnosis of your own strategic influencing situation
• acquisition of some key diagnostic, problem-solving and strategic
presentation skills
• a case study on advising the CEO of a chain of health clubs in a
difficult, turnaround situation.
Who should attend?

All accountants who feel that, in spite of their technical skills, their
influence within the organisation is sometimes limited. It will also benefit
all accountants aspiring to more senior and perhaps less purely technical
roles.
Dates and location BUILDING A BUSINESS FOR SALE

8 June (09.15 – 17.00), London
23 November (09.15 – 17.00), London Many disposals abort or fail to live up to expectations. This is sometimes
due to poor leadership and followership. This case study-led and interactive
Lecturer course will examine how to prepare a business for sale and achieve
Andrew Perkins FCCA maximum value.
Commercial Director, IDG Limited
Fee • ability to build an attractive business that someone else would want
£480 to buy
• strategies for minimising people risk (pre- and post-acquisition).
CPD UNITS 8
Key features
• the behavioural aspects of private company disposal – getting the key
staff on board
• top team evaluation – do you have the right people?
• preparation for due diligence – all aspects of good housekeeping
• different disposal options available to the owner/manager.
Who should attend?

Any directors or managers who are planning to dispose of the business
within the next five to seven years.
20
BUSINESS ALIGNMENT Date and location

2 October (09.15 – 17.00), London
Getting business strategy to work and deliver the results it promises is
something that many organisations struggle with. Business alignment, a Lecturer
new approach to business management, addresses this issue by aligning Peter Bebb, Director, Perendie
everyone and everything inside and outside the organisation around the
corporate goals. The workshop will combine explanation of the principles of Fee
business alignment with opportunities for delegates to apply those £480
principles to their own organisations.
CPD UNITS 8
• increased productivity and improved services
• better focus on the delivery of corporate goals, internally and externally
• greater transparency, reduced risk and enhanced governance.
Key features
• starting from the future – where you want to be – rather than trying to
improve the present – where you don’t want to be
• allowing and motivating everyone to state the contribution they will
make to the corporate outcomes
• defining the ‘golden thread’ linking your required outcomes, processes
and resources at all levels.
Who should attend?

Managing directors, finance directors, HR directors, non-executive directors
and anyone who wants to improve their organisation and their own career.
BUSINESS PERFORMANCE TURNAROUND DateS and location

30 March (09.15 – 17.00), London
There is no bigger challenge for the accountant than to facilitate a 25 September (09.15 – 17.00), London
turnaround in the performance of a particular business area. During this
course you will have the opportunity to contribute to, and learn from, a Lecturer
current turnaround situation at a well-known high street chain. Dr Tony Grundy MA MBA MSc MPhil
FCA PhD, Senior Visiting Fellow in
What will I get out of it? Strategic Management at Cranfield School
• acquisition of a turnaround skills toolkit of Management
• opportunity to practise in a realistic learning environment
• the creativity to come up with challenging but practical and realistic Fee
ideas for business turnaround. £480 Save £60 whe
n you book
two in-depth
Key features CPD UNITS 8 courses, or sa
£90 when yo ve
• the turnaround process – and key diagnostic skills u book three
• case study – involving pre-diagnosis, generation and evaluation of
turnaround options, translation into possible projects, financial
targeting and understanding of the implementation process
• application of the tools, processes and philosophy of the turnaround to
your own business.
Who should attend?

All accountants involved in areas of the business which need fresh thinking
to rejuvenate their performance, particularly those who want to be of real
assistance to general management or to be general managers themselves.

01
DateS and location BUSINESS PROCESS IMPROVEMENT
IN-DEPTH COURSES
business
11 May (09.15 – 17.00), London

16 November (09.15 – 17.00), London A hands-on introduction to improving and managing business processes,
using a step-by-step approach to implementing process improvement in a
Lecturer way that is aligned to your organisation’s strategy.
Peter Hill FCMA MIMC
Client Services Director, Bellis-Jones, Hill What will I get out of it?
• real understanding of the practicalities, issues, approaches and
Fee benefits of process-driven performance management through
£480 an interactive workshop
• a basis for selling the benefits, concept and approach and getting your
CPD UNITS 8 organisation’s buy-in.
Key features
• process mapping exercises, a business game and case studies
• how to challenge the status quo
• determining whether processes add real value
• software to help map, cost, monitor and manage business processes
• making process management stick in your organisation.
Who should attend?

Directors and managers facing changing customer demands, requiring more
effective operations; process managers needing to deliver business benefits
with scarce resources.
DateS and location EFFECTIVE BUSINESS PLANNING

29 April (09.15 – 17.00), London
20 November (09.15 – 17.00), London Integrating business plans with effective financial strategies is an essential
part of success in both the private and public sectors. Many organisations
Lecturer have problems because their financial strategies are not consistent with
Wayne Bartlett FCCA MBA, their business plans. This interactive course looks at developing financial
Senior Manager – Finance, HELM Corporation strategies to meet the needs of the business and the part finance staff can
play in developing business plans.
Fee
• understanding of how to link strategies to business plans
CPD UNITS 8 • a look at the features of effective business plans
• developing financial strategies that are appropriate to the business.
Key features
• the strengths and weaknesses of business plans
• learning from others: mistakes that organisations have made.
Who should attend?

Middle managers and those relatively new to business planning who wish
to understand the core principles of making a business planning system
work. The course will aim to cater for the needs of finance staff in all
business sectors by focusing on best practice regardless of the wider
environment.
22
EXPENDITURE REDUCTION DateS and location

27 March (09.15 – 17.00), London
21st century organisations are increasingly faced with the challenge of 19 October (09.15 – 17.00), London
reducing expenditure. Saving money without threatening value-adding
activities is one of the keys to success. This course looks at how to deliver Lecturer
effective cost-reduction strategies without jeopardising the attainment of Wayne Bartlett FCCA MBA
other organisational objectives. Senior Manager – Finance, HELM Corporation

• identification of value-adding activities in organisations £480
• ability to protect wider organisational objectives whilst cutting costs
• knowledge of how to deliver cost-reduction plans. CPD UNITS 8
Key features
• drivers of cost-reduction programmes and how they affect financial
strategies
• understanding the value stream of an organisation and how they feed
into cost-reduction strategies
• the attributes of effective cost-reduction programmes
• implementing cost-reduction programmes: learning and re-learning.
Who should attend?

Senior finance staff who are responsible for developing and delivering cost
reduction strategies.
Spreadsheet skills for forecasting, DateS and locations

planning and budgeting 24 February, London
5 May, Cardiff
The course uses large screen demonstrations to illustrate the spreadsheet 1 July, London
techniques discussed. 22 September, London
6 October, York
What will I get out of it? 26 November, London
• knowledge of a variety of approaches to forecasting, planning and 10 December, Birmingham
budgeting
• the ability to develop these management tools on a personal computer Please note this course will run
• tips on how to combine these techniques to obtain the most effective 09.30 – 16.30 in all locations
management information
• an introduction to the use of advanced spreadsheet techniques. Lecturer
Sue Nugus, consultant and author
Key features
• forecasting, planning and budgeting as part of the management Fees
accounting function £580 + VAT (£681.50)
• business forecasting and business planning models early booker discount £520 + VAT
• business planning techniques (£611.00) for ACCA and CIMA members,
• budgeting techniques. up to 28 days before the course
Who should attend? This course is held by CIMA Mastercourses

Directors, managers, company advisers and other members of staff from and endorsed by ACCA.
all functional areas who have to develop departmental forecasts, plans or
budgets. CPD UNITS 7

01
DateS and location THE STRATEGIC MANAGEMENT ACCOUNTANT
IN-DEPTH COURSES
business
17 April (09.15 – 17.00), London

28 September (09.15 – 17.00), London Management accountants are increasingly called upon to deliver strategies
for change, value-addition and cost-reduction. This course looks at the
Lecturer skills required of a management accountant and how they should be
Wayne Bartlett FCCA MBA applied in given situations.
Senior Manager – Finance, HELM Corporation
Fee • identification of the skills needed for the strategic management
£480 accountant
• identification of the personal characteristics required for an effective
CPD UNITS 8 strategic management accountant
• understanding of financial strategies for organisations in times of
growth, stagnation and decline.
Key features
• effective strategic inter-personal characteristics
• developing strategic skills in growth, stagnation and decline situations
• self-reflection, accompanied by group work.
Who should attend?

Management accounting staff who wish to develop their effectiveness as
strategic management accountants.
24
BUILDING INTERNAL REPUTATION DateS and location
business culture
IN-DEPTH COURSES
17 June (09.15 – 17.00), London
Finance (and other internal departments) often receives a bad press. 16 November (09.15 – 17.00), London
Too often problems revolve around historical misunderstandings,
communication problems and assumptions about what the department Lecturer
does. This course focuses on positive ways to proactively manage key Ingle Dawson BA ACA
internal relationships and build internal reputation. Director, IDG Limited

• greater awareness of the issue of team/department reputation and £480
perception
• practical ideas to manage the perceptions of all stakeholders and CPD UNITS 8
influencers
• improved working relationships and cooperation with other teams/
departments
• opportunity to add value through delivering advice.
Key features
• whose reputation is it anyway?
• who are our internal customers and suppliers?
• surveying expectations and perceptions – how do you and they see the
relationship?
• a communications audit – understanding critical process and
relationship issues
• ways to prevent and resolve problems
• the role of service level agreements
• mobilising the whole team.
Who should attend?

Anyone responsible for a department or team which interacts
with other parts of the organisation and the outside world.
ETHICAL LEADERSHIP – LEAD, FOLLOW DateS and location

OR GET OUT OF THE WAY 27 May (09.15 – 17.00), London
It’s a well-known saying – leaders are people who do the right thing and
managers are people who do things right. Rather simplistic, but below the Lecturer
phrase lies hidden complexity. Organisations must foster an environment Andrew Perkins FCCA
that develops leaders who are capable of knowing what the right thing is, Commercial Director, IDG Limited
and then have the courage and singularity of mind and purpose to follow
the right course and bring the organisation with him or her. This workshop Fee
is designed for anyone who believes that leadership is a crucial element £480
of their business and wants to understand and hone their leadership skills
– and apply these ethically. It will demonstrate how employing different CPD UNITS 8 Save £60 whe
styles of leadership can help you get the most out of your business without n you book
two in-depth
compromising ethical standards. courses, or sa
£90 when yo ve
u book three
• understanding of the difference between ‘leadership’ and ‘followership’
• ability to apply these styles to your organisation ethically.
Key features
• what happens when it all goes wrong – Enron, Arthur Andersen
• an examination of what good ‘leadership’ and ‘followership’ look like
• leadership models that can be applied within the workplace
• applied situational leadership
• building and leading a high performing team.
Who should attend?

Anyone with line management responsibility.

01
DateS and location FINANCIAL AND BUSINESS ETHICS
COURSES culture
13 May (09.15 – 17.00), London

15 October (09.15 – 17.00), London This course will consider the method and practical benefits of developing
an ethical framework within the workplace. The bottom-line potential of
Lecturer taking an ethical stance will be considered and applied against a number
of case studies. The day will involve a mixture of applied best practice,
IN-DEPTH business
Mark Wearden FCCA FCIS

Managing Director, MBS Ltd considered theory, and a high level of interaction.

£480 • enhanced understanding and thinking abilities
• reflection upon various ethical dimensions of work and the work
CPD UNITS 8 environment
• understanding of the practical benefits and bottom-line potential of
taking an ethical stance.
Key features
• what do we mean by ethics?
• do ethics apply in finance?
• situational ethics versus principle ethics
• openness, integrity and accountability
• challenging and considering the benefits of developing an ethical
framework
• fundamental principles and the conceptual framework
• developing a code
• applying the principles and testing the results.
Who should attend?

Everyone responsible for decision-making, culture-setting, guidance
of others or operational principles within their organisations, such as
directors, managers and senior financial decision-makers.
Date and location NAMING ELEPHANTS –

4 December (09.15 – 17.00), London UNCOVERING THE REAL ISSUES
Lecturer In this time of whistle-blowing, ethical quandaries, heightened scrutiny of
Esther Ewing MEd, Consultant accountability and a continuously increasing competitive environment, a
focus on the skills needed to make tough issues explicit and deal with them
Fee head-on becomes even more important. People are fearful of naming the
£480 issues because they are afraid they will lose their jobs or lose face. The
real challenge is to decide which is more destructive – acknowledging the
CPD UNITS 8 issues and dealing with them or ignoring them at your organisation’s peril.

• recognition of untapped productivity in the form of questions that are
not being addressed
• understanding the value of identifying and sharing assumptions in
team discussions
• understanding the importance of issue-naming in identifying risk.
Key features
• skills critical to bringing these issues to light in a team environment
• language for raising these issues
• an action plan for raising issues in your own organisation
• a practical case study.
Who should attend?

Anyone who works predominantly in teams, whether task forces or project
teams or permanent working teams in finance, internal audit, corporate risk
or any other part of an organisation, and wants to make those teams more
productive.
26
people and systems Date and location

20 November (09.15 – 17.00), London
This workshop will challenge the approach that delegates take to choosing
and implementing business systems. The course will consider how people Lecturer
interact with systems, investigate why so many system projects fail to Mark Wearden FCCA FCIS
reach their potential, and recommend routes to achieve success first time. Managing Director, MBS Limited

• understanding of how your systems, and the people who operate £480
them, really work
• ability to map your own organisation against a series of models CPD UNITS 8
and principles
• a challenge to your view of systems
• a practical approach to choosing and implementing an appropriate
business system.
Key features
• the whole, the parts, and the interaction
• why is systemic thinking invaluable?
• empowerment through communication
• using today to develop the future
• the benefits of modelling
• using a holistic scorecard
• when do I use the red button?
Who should attend?

Directors, managers, accountants, IT and systems decision-makers. People
within an organisation who have the ownership of and/or responsibility for
the design, planning, implementation, or operation of business support and
interpretation systems.
PERSONAL POWER AND POSITIVE Date and location

POLITICAL INFLUENCE 25 September (09.15 – 17.00), London
Most organisations have high potential for some form of political activity, Lecturer
especially when the pace of change becomes demanding or when resources Stephen Reid FRSA
or promotions are in short supply. Highly motivated people competing Spring Business Innovation Ltd
for limited resources can create an environment ripe for both good AND
bad political behaviour. As working environments become increasingly Fee
challenging and ambiguous, there is a sound business case for developing £480
positive political behaviour. This one-day workshop will provide a selection
of positive political skills to help you and your organisation perform well. CPD UNITS 8
Save £60 whe
What will I get out of it? n you book
two in-depth
• explicit understanding of power, conflict and political process courses, or sa
£90 when yo ve
• access to pragmatic models and tools to help you perform at your best u book three
• skills to develop your own positive influencing role
• guidelines and markers for possible pitfalls.
Key features
• your immediate political landscape
• detecting the current rules in play
• your foundations for personal power
• political skills, tools and models
• positive influencing skills
• how position, dependencies and interests work
• how to gain compliance and influence
• rehearse new skills in a safe setting.
Who should attend?

New finance directors, middle and senior managers, new team leaders, new
project team leaders and senior planning staff.

01
DATES AND LOCATION REPUTATION: an asset or a liability? NEW
COURSES culture
26 June (09.15 – 17.00), London

14 December (09.15 – 17.00), London The building of reputation is essential in all organisations; without this we
fail to attract, maintain or maximise the potential of our business model.
LECTURER How often have you taken the opportunity to really consider the reputation
of your organisation, and then to go the extra step and try to value that
IN-DEPTH business
Mark Wearden FCCA FCIS

Managing Director, MBS Ltd. reputation against the core financial and non-financial drivers within the
organisation? This workshop will provide a series of tools to enable you to
FEE think differently about your organisation, and to delve beneath the surface
£480 to consider the creation, maintenance and exploitation of your reputation.
CPD UNITS 8 WHAT WILL I GET OUT OF IT?

• an understanding of why reputation matters in all sizes of organisation
• the opportunity to consider your reputation and that of your
organisation
• a consideration of methods to measure and value reputation
• tools to compare the reputation of your organisation with case studies
and with other organisations.
KEY FEATURES
• the making of reputation: iceberg versus mushroom-cloud
• stakeholder thinking: all things to all people
• governance, ethics and reputation: keeping the lines straight
• measuring reputation: producing metrics that have meaning
• the intrinsic value of reputation: more than just guesswork
• consideration of four case studies (overviews of these will be
distributed prior to the workshop)
• reporting and mapping value and reputation
• protecting the asset whilst maximising return on the liability.
WHO SHOULD ATTEND?

This interactive workshop will be beneficial and stimulating for people
at any level who have an interest in, and would like to challenge their
understanding of, the reputation of their organisation.
be
courses can
Many of our ny ba sis
om pa
run on an in-c information
for more
See page 59
28
COMPANY SECRETARIAL PRACTICE FOR PLCs DateS and location
company secretary
IN-DEPTH COURSES
25 March (09.00 – 16.45), London
This course provides a practical guide to the topics and issues facing the 9 June (09.00 – 16.45), London
company secretarial department in a listed plc, exploring key areas such 22 September (09.00 – 16.45), London
as managing and advising the board and committees, complying with the 10 December (09.00 – 16.45), London
FSA’s Listing Regime and managing an AGM. The course combines an
overview of regulation with task-based advice and guidance on getting the Lecturers
job done well, and in line with best practice. It will be of most benefit to Lorraine Young BSc FCIS
those with some company secretarial experience working within a listed plc Company Secretarial Consultant
and those moving into a listed environment.
Tony Hoskins
What will I get out of it? Chief Executive, The Virtuous Circle
• understanding of company secretarial duties within a listed plc.
Rashree Chhatrisha, Qualified Solicitor,
Key features Member of the Law Society Council.
• role and duties of a company secretary
• the board of committees Fee
• listing rules £495 + VAT (£581.63)
• disclosure and transparency rules ICSA members: £445.50 + VAT (£523.46)
• share incentive plans
• corporate governance This course is held by ICSA Training
• year end matters and endorsed by ACCA.
• corporate social responsibility
• general meetings. CPD UNITS 8
(for ACCA members)
Who should attend?
Company secretaries in plcs, company secretarial assistants, advisors
to plcs.
The Role of the Company Secretary DateS and locations

5 February (09.00 – 16.30), London
A basic introduction to the role and responsibilities of the company 18 March (09.00 – 16.30), Manchester
secretary, this course covers the key regulation and legislation affecting 14 May (09.00 – 16.30), London
companies and explains how to deal with day-to-day tasks and procedures. 17 September (09.00 – 16.30), London
This is a practical session, and the speaker uses real-life scenarios to 26 November (09.00 – 16.30), London
illustrate the subject, encouraging interaction with delegates with questions
and comments. This is an ideal course for anyone who is new to the role, Lecturers
or who is responsible for managing the company secretary, in an unlisted Trina Hill ACIS, InTrinSec
company. The price includes a copy of the best-selling ICSA Company
Secretary’s Checklists by Doug Armour. Douglas Armour FCIS
Partner, David Venus & Company LLP
• overview of the roles and responsibilities of the company secretary Fee
• understanding of relevant legislation. £450 + VAT (£528.75)
ICSA members: £405 + VAT (£473.85)
Key features
• introduction – the regulatory framework This course is held by ICSA Training
• role of the company secretary and endorsed by ACCA.
• working with Companies House
• company incorporation and constitution CPD UNITS 8
• directors – types of directors and responsibilities (for ACCA members)
• statutory books
• accounts, including legislative/statutory requirements, accounting
reference date, abbreviated accounts, auditors, and content of the
directors’ report.
Who should attend?

Company secretaries who are new to the role, company secretarial
assistants, accountants and finance managers.

01
DateS and location Directors and their Duties –
IN-DEPTH COURSES
corporate governance and risk management
11 March (09.00 – 16.45), London The role and responsibilities of

1 July (09.00 – 16.45), London company directors in the UK
The recent overhaul of company legislation means company directors now
Lecturer face demanding responsibility and liability, as the codification of directors’
Lorraine Young BSc FCIS duties has greatly increased directors’ exposure to shareholder actions.
Company Secretarial Consultant In this new regulatory climate, directors and senior executives need to be
more aware than ever about their responsibilities and personal liabilities,
Fee and will benefit from learning how to deal with conflicts and how best to
£495 + VAT (£581.63) manage the relationship between the company and its shareholders. It
ICSA members: £445.50 + VAT (£523.46) puts the role in the context of the current legal and regulatory environment,
including the Companies Act 2006. Coverage includes the key duties of
This course is held by ICSA Training and directors, power and authority and good boardroom practice.
endorsed by ACCA.
CPD UNITS 8 • the ability to deal with conflicts and liabilities
(for ACCA members) • understanding of the legal framework surrounding the director role
• understanding of good boardroom practice.
Key features
• the role in context: the legal and regulatory environment
• directors’ duties
• power and authority
• what makes an effective board? Good boardroom practice
• key legal concerns.
Who should attend?

Company directors, especially those newly appointed, and company
secretaries.
DateS and location EFFECTIVE BOARDS AND EFFECTIVE

6 April (09.15 – 17.00), London BOARD COMMITTEES
14 October (09.15 – 17.00), London
This course focuses on the essential differences between boards that
Lecturer succeed and those that fail and also applies these insights to the next
Professor Andrew D Chambers BA FCCA level down – committees that serve the board. The course is based on the
CEng FCA FIIA FBCS CITP FRSA premise that while the board is not everything that matters, it makes a
Management Audit LLP profound difference to the destiny of the entity it directs and oversees.

£480 • ability to perform as a more confident and effective board member and
board committee member
CPD UNITS 8 • understanding of how to assess board performance against best
practice, build on the strengths and attend to the weaknesses.
Key features
• key drivers of board success
• how board committees maximise their contribution to board
performance
• how individual board and committee members make a real difference
in a positive way
• changing needs of boards over time and how these may be achieved
successfully
• essentials of being an effective chairperson
• evaluate board, committee and director performance.
Who should attend?

The course is designed for board and other governing body members of
businesses in all sectors and of all sizes, and for those who serve boards
and their committees.
30
NEW AND EMERGING CHALLENGES IN Date and location

CORPORATE GOVERNANCE 19 October (09.15 – 17.00), London
Corporate governance is now a business imperative. Business success Lecturer

depends not only on performance but, increasingly, on compliance. This Gill Bolton
course will provide you with a snapshot of new and emerging corporate Director of GEB Business Solutions
governance requirements.
Fee
• insight into the importance of corporate governance for your
organisation CPD UNITS 8
• update on new and emerging corporate governance requirements
• background information on why we are where we are at this point
• tools and techniques to enable your organisation to comply with
requirements more easily and to obtain business benefits
• ability to develop and implement an effective corporate governance
framework for your organisation.
Key features
• performance plus compliance equals business success
• why organisations fail – ensure yours doesn’t
• new and emerging corporate governance requirements for the private
sector
• case study examples to really bring the subject to life
• responsibility and accountability for corporate governance
• a culture of governance within your organisation.
Who should attend?

Corporate governance managers, external and internal auditors, risk
managers, finance managers and anyone who needs an understanding of
corporate governance to do their job.
RISK AT WORK: Data Loss Prevention DateS and location

22 April (09.30 – 13.00), London
One of the biggest problems in planning for data loss prevention (DLP) 5 October (09.30 – 13.00), London
is measuring how much sensitive data your organisation has, where it
is, or where it comes from. Having the knowledge to manage the risk of Lecturer
confidential data loss is now a senior management ‘must-have’ skill set. Duncan Smith MSc
Information Law and Privacy Director,
What will I get out of it? iCompli Ltd.
• understanding of how to reduce the cost of implementing DLP
strategies by deploying technology that makes the task of identifying Fee
unsecured confidential data faster and more resource efficient £260
• knowledge of the legislation, penalties and potential financial damage Book your
that can occur following data loss, giving you the skills to rapidly CPD UNITS 4 the resident place on
ial update
assess any business case for DLP and get 21 CPD
See page 74 units
• ability to task your IT and internal audit teams with risk mitigation fo
r more inform
ation
tasks, and the ten key questions you have to ask them.
Key features
• developing a DLP strategy to give your organisation visibility of the risk
• preparation for discussion with legal counsel regarding legislation and
industry codes of practice, and the penalties for non-compliance
• examples of major confidential data losses to help understand how
they could have been avoided and what the penalties were
• cost-effective technologies to reduce the risk of confidential data loss
• market trends in DLP service providers and solutions; who is deploying
what and why.
Who should attend?

Finance directors with responsibility for IT, managing partners, IT directors,
compliance officers, network managers, company secretaries and internal
audit leaders.

01
Dates and location RISK MANAGEMENT AND INTERNAL CONTROL
IN-DEPTH COURSES
corporate governance and risk management
29 May (09.15 – 17.00), London

18 November (09.15 – 17.00), London This course will explain risk management principles including how to
assess the level of risk in your own organisation, and give you the tools to
Lecturer implement a thorough risk management system.
Gill Bolton
Director of GEB Business Solutions What will I get out of it?
• toolkit for risk management implementation
Fee • guidance on assessing your current state of risk management and how
£480 to move forward
• insight into risk management best practices
CPD UNITS 8 • solid understanding of the principles of internal control
• hands-on experience of control assessment and design.
Key features
• an update on corporate governance issues
• recent corporate collapses and lessons to be learned
• linking risk management and control with governance
• risk management principles and practices
• principles of internal control
• control assessment and design skills.
Who should attend?

Risk managers, compliance staff, internal and external auditors and anyone
for whom risk and control are essential elements of their day-to-day jobs.
32
21ST CENTURY MANAGEMENT ACCOUNTING Dates and location
finance
IN-DEPTH COURSES
4 June (09.15 – 17.00), London
The electronic and service age is outpacing traditional costing and 27 October (09.15 – 17.00), London
accounting methods. This course looks at how to integrate developments in
costing and management accounting into a unified framework of planning Lecturer
and performance measurement, and gives you the opportunity to evaluate John McKenzie MBA
how they would work in your organisation. Independent Consultant

• techniques to bring accountants and operational management closer £480
together
• understanding of activity and process-based analysis CPD UNITS 8
• planning strategies for dynamic and unstable environments
• understanding of drivers in your organisation and creation of value
• the ability to develop a common framework for accounting, planning
and measurement.
Key features
• an overview of new ideas in management accounting
• flaws in today’s accounting and budgeting processes
• principles of activity-based costing – outputs and the information and
performance measures it provides
• customer, service, product, segment and life cycle analysis
• budgeting and planning using activities and outputs
• what does and doesn’t add value in your organisation
• process-based management, measurement and breaking constraints
• setting goals, managing people and setting objectives.
Who should attend?

Finance directors, financial controllers, senior management
accountants and senior operational management.
ADVANCED BUDGETING, PLANNING AND DateS and location

CONTROL 20 April (09.15 – 17.00), London
14 October (09.15 – 17.00), London
This course examines traditional budgetary and planning processes, and
discusses alternative techniques and the implications of using them. It will Lecturer
examine the needs and imperatives of operational management and look John McKenzie MBA
at how managers and accountants can speak a common language through Independent Consultant
the planning and budgetary processes.
Fee
• appreciation of the business environment and its impact on planning
• understanding of the limits of traditional processes CPD UNITS 8 Save £60 whe
• awareness of the growing importance of non-financial elements in n you book
two in-depth
budgetary and planning processes courses, or sa
£90 when yo ve
• the ability to bring budgeting and planning into line with performance u book three
measurement
• a user-friendly planning and budgeting process, strengthening
operational management buy-in.
Key features
• why do we budget and who is the budget for?
• problems encountered in the budgeting process
• zero-based and activity-based budgeting and rolling forecasting
• customers – the forgotten element
• product and customer life cycles
• linking the budget to planning and forecasting processes
• working without budgets – fact or fantasy?
Who should attend?

Finance directors, financial controllers, senior management accountants
and senior operational management.

01
DateS and location Applied Risk Management
IN-DEPTH COURSES
finance
3 June (09.00 – 17.00), London

22 October (09.00 – 17.00), London This course is for those who wish to gain a deeper understanding of
financial risk management in an Enterprise Risk Management (ERM)
Lecturers framework, and develop their skills in treasury. Placing risk identification
Ian Jakeways FCT in a practical context, it identifies methodologies for risk quantification
Mike Northeast FCT MA MBA and discusses how an appropriate risk management response might be
James Lockyer MCT determined. All this is set within the context of a case study organisation.
Fees What will I get out of it?

ACCA and ACT members: £550 + VAT • understanding of how to quantify risk exposure in a practical situation
(£646.25) • knowledge of how to determine risk management action and develop
Non-members: £630 + VAT (£740.25) policy consistent with an ERM framework
• a practical knowledge of how to apply risk management theory.
A 10% discount will be offered for booking
both the Fundamentals of Risk Management Key features
(p39) and Applied Risk Management • risk identification and assessment in practice
courses on consecutive days (please note • risk evaluation
Fundamentals of Risk Management must be • risk planning
taken first). • risk reporting.
This course is held Who should attend?

by the ACT and Treasury professionals involved in treasury risk management practice,
endorsed by ACCA. particularly in the context of ERM; finance and risk professionals who
need to understand treasury risk management decisions; audit and
CPD UNITS 8 compliance professionals who audit the treasury function or who have risk
management or corporate governance responsibility in the organisation;
consultants and bankers who need to understand how organisations can
use ERM frameworks to manage financial risk.
DateS and locationS The balanced scorecard

27 February (09.30 – 16.45), London
21 May (09.30 – 16.45), Birmingham This seminar is ideally attended by two or more delegates from the same
9 October (09.30 – 16.45), London organisation, with the aim of understanding the principles, practicalities
18 November (09.30 – 16.45), Edinburgh and pitfalls of implementing the balanced scorecard in the context of the
business.
Lecturer
Gary Ashworth, Director, A1 Aspirations Ltd. What will I get out of it?
• a powerful structure for building strategy-focused management
Fees information that can be cascaded throughout the organisation, using
£580 + VAT (£681.50). the principles of the balanced scorecard
Early booker discount £520 + VAT • an understanding of how vision, strategy, objectives, measures,
(£611.00) for ACCA and CIMA members, targets, initiatives, key performance indicators (KPIs) and their
up to 28 days before the course. ownership can be brought together into one comprehensive
performance management framework
This course is held by CIMA Mastercourses • the ability to explore the potential for application or improvement of the
and endorsed by ACCA. balanced scorecard in your own business.
CPD UNITS 8 Key features

• structure of the scorecard, the four perspectives and strategy mapping
• case studies covering early adopters
• barriers to successful implementation
• personal action planning checklists.
Who should attend?

Chief executives and others concerned with defining and articulating
strategy, finance directors and others responsible for the preparation,
analysis and presentation of financial and non-financial information and IT
directors needing to ensure that IT strategy is aligned to the broader needs
of the business.
34
The Essential Guide to Treasury

Dates and location
Security and Controls
16 – 17 June (09.00 – 17.00), London
This interactive two-day course takes delegates through the process of 9 – 10 December (09.00 – 17.00), London
building a secure treasury environment, from the creation of a framework of
policy and delegated authority through how treasury should be organised to Lecturers
ensure maximum control of its activities. Delegates will learn about front,
middle and back office functions, external and regulatory requirements and Brian Welch FCT FCMA FCIS
controls and security essential to managing the use of technology within Patricia M Scott FCT FCCA PPC MBIH
treasury, as well as debating the key issues of control failure. The course INLPTA Dip (SA)
draws on real examples where controls have been weak or have collapsed,
illustrating the absolute importance of a well-controlled treasury. Fees
ACCA and ACT members and students:
What will I get out of it? £1100.00 + VAT (£1292.50)
• understanding of how to create a secure treasury environment Non-members: £1200.00 + VAT
• knowledge of external and regulatory requirements. (£1410.00)
Key features This course is held by the ACT and

• policies, organisation structures and skills endorsed by ACCA.
– scope of treasury activity
– policy, delegation of authority CPD UNITS 16
– corporate governance
– control environment
– responsibilities at each level
– effective monitoring
– control procedures
• front office controls
– implementing policies
– the London market
– use of limits as a control
– dealing procedures
• back office controls
– confirmations and settlements
– reconciliations and reporting
– system management
• role of the middle office
– risk analysis and reporting
– reporting procedures
• role of the accounting function and audit of electronic payments
– electronic and manual security methods
– electronic web dealing
• electronic payments and system controls
– authorisation
– audit trails
– environment
Why not choo
– impact of new technology
• instrument risks and structured derivatives
– some extreme examples of control issues ur choice?
See page 59
• control in a multinational environment for details
– controlling subsidiaries
– special situations
• detection of fraud – how controls can break down in practice
– what went wrong in high-profile cases
• war story
– examples from real life.
Who should attend?

Treasury managers and controllers, internal and external auditors, those
with responsibility for treasury but without prior hands-on treasury
experience and anyone working in a treasury dealing room or dealing with
treasury transactions.

01
DateS and location THE EVOLVING FINANCE FUNCTION
IN-DEPTH COURSES
finance
16 April (09.15 – 17.00), London

29 September (09.15 – 17.00), London This course examines the traditional finance function, explores how the
function can add internal value to your enterprise and looks at its potential
Lecturer for revenue generation. It examines how the function can respond to
John McKenzie MBA management’s needs to increase buy-in and cooperation.
Independent Consultant
Fee • ideas on how to break the finance mould
£480 • development of a more involved role in your enterprise
• understanding of how finance can move from corporate overhead to a
CPD UNITS 8 value-adding function
• knowledge of corporate structures and effective working.
Key features
• management perception of the finance function
• finance cost centre vs finance profit centre
• discrete vs integrated finance function
• devolving some traditional finance functions
• budgeting and planning – an effective service
• finance adding value to the enterprise
• key finance input to sales, marketing and product development process
• revenue generation through shared service provision.
Who should attend?

Finance directors, financial controllers, senior management accountants
and senior operational management.
DateS and locationS Faster financial closing

4 June (09.30 – 17.00), London
24 September (09.30 – 17.00), Cardiff Improving financial reporting timescales without compromising data quality.
Lecturer • understanding of how you can significantly improve the reporting
Linnet Sen BSc (Hons) ACA timetable whilst maintaining the quality of information being provided
Independent Fast Close Lead Practitioner • appreciation of the process, technology and cultural issues which
need to be addressed during a project to reduce closing cycle times
Fees • understanding of the benefits to be gained by reducing reporting
£580 + VAT (£681.50) timescales
Early booker discount £520 + VAT • insight, through case studies, into how leading organisations have
(£611.00) for ACCA and CIMA members, radically re-engineered their closing process.
up to 28 days before the course.
Key features
This course is held by CIMA Mastercourses • why is faster financial closing needed?
and endorsed by ACCA. • what makes financial closing complex?
• why do ‘quick fix’ solutions rarely work?
CPD UNITS 8 • current best practice
• benefits of faster financial closing
• project management, design and timing
• people and change management issues
• software for improved financial closing
• process redesign.
Who should attend?

Financial managers responsible for the closing process and those
responsible for identifying and exploiting e-business opportunities within
the finance function.
36
THE FINANCE DIRECTOR’S SURVIVAL GUIDE Dates and location

15 May (09.15 – 17.00), London
For many, an appointment to finance director represents the crowning 11 December (09.15 – 17.00), London
achievement of their career. Success in this increasingly important role
depends as much on leadership, personal impact and influencing skills as Lecturer
technical accomplishment. In this workshop delegates engage in debate on Patricia Scott FCCA FCT INLPTA BIH
the essentials for survival and success in this critical role. Founder and Director, Leading Edge Change

• clearer focus on objectives and priorities £480
• improved confidence and effectiveness on the board
• enhanced value added from a business-faced finance function CPD UNITS 8
• more confidence in managing career opportunities.
Key features
• exploration of opportunities and pressures in the role
• delivering your vision
• you and your board
• getting the right support
• keeping stakeholders happy
• developing personally
• moving on or up
• when all else fails…
Who should attend?

Finance directors, assistant and designate finance directors and anyone
interested in pursuing a successful career as a finance director.
Finance – the driving force in Customer DateS and location

Relationship Management 30 June (09.15 – 17.00), London
An introduction to the concept of customer relationship management
(CRM), including principles, tools and techniques for successful Lecturer
implementation, pitfalls to avoid, and an explanation of the real John McKenzie MBA
bottom-line benefits. Independent Consultant

• understanding of the true nature of CRM and why in excess of £50bn £480
has been spent worldwide in its pursuit
• recognition of critical factors in a successful CRM implementation CPD UNITS 8 Don’t forg
• understanding of the pivotal role finance must play to make CRM our courses et, many of
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Key features ation
• concept of CRM, the principles, tools and techniques
• exploding the myths about CRM and reviewing the experiences of early
CRM adopters
• real bottom-line benefits
• foundations for successful implementation
• how CRM adds value and enhances customer relationship quality
• pitfalls to avoid in successful implementation
• how e-business and internet trading help you capture vital data
to feed the CRM process.
Who should attend?

Operational directors, finance directors and controllers, senior finance,
sales and marketing managers, and business and strategic development
managers.

01
DATES AND LOCATION FINANCIAL MODELLING
IN-DEPTH COURSES
finance
14 – 15 May (09.15 – 17.00), London

12 – 13 October (09.15 – 17.00), London This two-day course is designed to teach you how to build ‘from scratch’
an integrated balance sheet, profit and loss and cash flow forecasting
LECTURER model appropriate for equity valuation and debt-related analysis.
Rob Morgan BCom
Corporate Training Group What will I get out of it?
• tutor-led discussion
FEE • PC-based case studies
£920 • design and coding exercises
(Please note discounts are not available on • financial model construction.
this course)
Key features
CPD UNITS 16 • some Excel and design basics
• building the framework
• building the schedules
• building the debt schedule
• balancing – straightaway
• cash flows
• tax and valuation
• analysis and presentation.
Who should attend?

This course is an excellent development tool for those who are expected
to be, or are involved in any type of financial modelling and forecasting.
It is particularly relevant to corporate and project financiers, finance and
project managers, accountants and bankers. A good knowledge of Excel
and accounting is assumed (including navigating around worksheets and
workbooks, basic data entry, the difference between relative and absolute
referencing [ie dollarisation], adding [summing] and subtracting cells and
an awareness of what the Excel menus contain).
DateS and location Fundamentals of project finance

24 April (09.15 – 17.00), London
26 October (09.15 – 17.00), London The course is focused on the implementation of large, stand-alone,
independently-financed projects. Specifically these disciplines and
Lecturer techniques are fundamental to Government projects such as schools,
Mark Woolhouse BA (Oxon.) hospitals and infrastructure development, such as those currently
Corporate Training Group underway as part of the UK Government’s Public Private Partnership
Scheme.
Fee
• a very practical introduction to project finance
CPD UNITS 8 • greater understanding of the various risk analysis techniques
• appreciation of the different financing routes
• hands on modelling session to see how best to structure a proposal.
Key features
• fundamental project risks
• risk analysis and risk matrix techniques
• legal documentation and structure
• cash flow analysis
• sources of finance.
Who should attend?

Anyone interested in learning more about a successful approach to project
finance. This includes managers, those involved in project work, finance
staff and anyone who needs a fuller understanding of financing and
strategic issues.
38
Fundamentals of Risk Management DateS and location

2 June (09.00 – 17.00), London
This course provides a framework for understanding treasury’s role in 21 October (09.00 – 17.00), London
risk management. It introduces the fundamentals of interest rate risk and
currency risk, identifies the various ways in which risk might arise and their Lecturers
impact on the company and explains the main instruments used in the Ian Jakeways FCT
management of currency and interest rate risk. Mike Northeast FCT MA MBA
James Lockyer MCT
• a practical introduction to a framework for thinking about risk and risk Fees
management ACCA and ACT members:
• overview of how the main treasury risks can be avoided in order to £550 + VAT (£646.25)
benefit your organisation Non-members: £630 + VAT (£740.25)
• clearer understanding of the main risk management instruments used.
A 10% discount will be offered for booking
Key features both the Fundamentals of Risk Management
• risk management framework, including identification, assessment, and Applied Risk Management (p34)
evaluation, planning, reporting courses on consecutive days (please note
• identifying financial risk, including interest rate risk and currency risk Fundamentals of Risk Management must be
• risk management instruments taken first).
– currency risk management instruments (forwards, options, cross
currency swaps) This course is held by the ACT
– interest rate risk management instruments (FRA, futures, swaps). and endorsed by ACCA.
Who should attend? CPD UNITS 8

Finance professionals new to treasury, treasury professionals with
experience in areas such as corporate finance or operations who need a
refresher in the wider area of risk management, and risk professionals,
consultants and bankers who wish to gain an insight into how treasury
approaches risk management.
INTERNATIONAL CORPORATE TREASURY Date and location

MANAGEMENT 2 October (09.15 – 17.00), London
Every company has exposure to corporate treasury risk. Whether you are a Lecturer
borrower or have cash to invest, if you buy or sell in a currency other than Patricia Scott FCCA FCT INLPTA BIH
your own, pay interest rates or even when you make payments to suppliers, Founder and Director, Leading Edge Change
you are engaging in treasury activity. You need to be able to recognise,
measure and manage any associated risks to protect and support business Fee
results. £480
What will I get out of it? CPD UNITS 8

• ability to identify financial risks and vulnerabilities Need an upda
• appropriate management strategies and financial risk management reporting, mte in financial
techniques accounting oranagement
• understanding of best practice governance and how to build protection taxation?
See page 62
for details
from fraud and error.
Key features
• the scope of treasury risk for companies
• building policies, procedures and delegated authorities so that treasury
management supports strategic aims
• identifying your funding needs
• impact of UK and international cash management including foreign
currency and pooling
• managing the rates of interest on your borrowings and investments
• managing the impact of foreign exchange rate fluctuations.
Who should attend?

Finance directors, financial controllers and anyone needing to manage or
advise on managing financial risk and treasury to protect and support their
own or their clients’ business results.

01
Dates and location Introduction to Derivatives
IN-DEPTH COURSES
finance
22 April (09.15 – 17.00), London

23 October (09.15 – 17.00), London A one-day programme requiring no prior knowledge of these financial
instruments. It will explain all the key features, using practical examples
Lecturer from business.
Rob Morgan BCom
The Corporate Training Group What will I get out of it?
• knowledge of different types of derivative
Fee • understanding of terminology and uses
£480 • strategies for hedging risk.
CPD UNITS 8 Key features

• forwards
• futures
• options
• exotics
• swaps.
Who should attend?

Anyone who is interested in learning more about derivatives or is required
to manage financial risk.
DateS and location INTRODUCTION TO THE EQUITY MARKETS

30 March (09.15 – 17.00), London
16 November (09.15 – 17.00), London This course explains how equity markets work, the terminology and
how equities are valued. In a clear and practical format, it opens up
Lecturer the operations and interactions of the equity markets to enable a
Rob Woods BSc comprehensive understanding of the most important of the global capital
The Corporate Training Group markets.

£480 • a thorough and practical introduction to the equity markets, their
workings and terminologies
CPD UNITS 8 • understanding of the drivers of company value
• understanding of the professional investors’ approach, for example
fund managers, private equity and hedge funds
• appreciation of how the equity markets interact with other financial
markets.
Key features
• economic variables: their interaction and influence on the financial
markets
• understanding the definitions and terminology of the equity markets
• equity markets and the professional investor
• valuation methodologies
• consequences of valuation on strategy and success – M&A, capital
raising etc.
• equity futures: types and uses.
Who should attend?

Anyone who needs to understand the equity markets, including company
directors, managers, trustees of investment committees, finance staff and
those seeking to advance their strategic understanding of the subject.
40
NEW Introduction to Islamic Finance Date and location

17 March (09.30 – 17.00), London
Introduction to the fundamental principles of Islamic finance. This
one-day workshop will answer the major questions on Islamic finance, Lecturer
including how classic Islamic contracts are being used to replicate the Dr Humayon Dar CEO, BMB Islamic
economic effects of most of the conventional banking products and
services. In addition, it will provide an understanding of the principles and Fee
methodologies of Islamic investing (in shares, real estate and other asset £495
classes), and discussion of how classic Islamic contracts can effectively be ACCA and MSI Members £346.50
used to structure some sophisticated financial products. ASI Members £396
FSI Members £321.75
• knowledge of fundamental principles of Islamic finance, major Islamic CPD UNITS 8
financial contracts and the conditions for their validity and
requirements for their permissible uses in modern Islamic banking
• understanding of major characteristics of some of the Islamic retail,
corporate and investment products
• ability to differentiate between Islamic and conventional products on
the basis of Sharia rules governing financial contracting in Islam
• understanding of different stock selection criteria being used by
different Islamic investment funds
• a basic understanding of how to structure Islamic financial products
with the help of classic Islamic contracts.
Key features
• introduction to Islamic banking and finance
• Sharia requirements
• theory of Islamic banking
• practice of Islamic banking
• Islamic investing
• advanced topics in Islamic finance.
Who should attend?

Anyone involved in any aspect of Islamic finance, plus anyone considering
entering the field, those creating and marketing Islamic products or
professionals who work with Islamic institutions.
Why not choo

ur choice?
See page 59
for details

01
DateS and location INVESTMENT AND PROJECT APPRAISAL
IN-DEPTH COURSES
finance
17 April (09.15 – 17.00), London

30 October (09.15 – 17.00), London Using appraisal techniques to make the right investment decisions.

Lecturer What will I get out of it?
Steve Nightingale CFA ACA MSI PRM • improved understanding of financial maths and measures of return
Clearly Financial Markets Ltd. • techniques for appraisal of capital investments.
Fee Key features

£480 • understanding the concept of incremental cash flow
• discounted cash flow (DCF) – mastering the basic techniques
CPD UNITS 8 • the cost of finance for specific projects
• the cost of finance for a company
• sensitivity analysis and project simulation
• worked examples of specific problems, including equipment
replacement cycles, sequential projects and leasing
• making decisions with capital rationing and inflation
• other appraisal techniques.
Who should attend?

Anyone involved in financial decisions or project decisions, including
management accountants, financial managers and advisors, senior
management responsible for project returns and success, and non-financial
managers seeking to improve their understanding of finance.
DateS and location The Nuts and Bolts of Cash Management

31 March (09.00 – 17.00), London
29 September (09.00 – 17.00), London Starting with domestic cash management, the course examines some
of the basic building blocks of cash management and then, through a
Lecturer series of case studies, extends the basic principles to the complexities of
Anthony Birts Cert ICM BSc MBA international cash management.
Fees What will I get out of it?

ACCA and ACT members and students: • understanding of what cash management and liquidity consists of, its
£550.00 + VAT (£646.25) importance to the business and the treasury function.
Non members: £630.00 + VAT (£740.25)
Key features
This course is held by the ACT • float time – the cost of poor cash management, invoicing, finality, value
and endorsed by ACCA. dating, payables and receivables management, liquidity, the cash cycle
• instruments and institutions – payment instruments (paper-based,
CPD UNITS 8 electronic) and clearing systems (RTGS, NSS), domestic and
international
• cash management structures
– types of accounts, currency accounts, zero balance, lock box,
disbursement
– international account structures
• liquidity techniques
– notional pooling, cash concentration, cross border notional pooling/
cash concentration
– short-term borrowing, investing, leading and lagging
• cash flow forecasting, including purpose, methods and problems
• basic interest calculations – 360/365, short-term instruments
• further international complexity
– FX (spot, forward, swaps), regulations, netting.
Who should attend?

New entrants to the treasury function and those who interface with treasury.
42
Powering profitable growth Dates and location

19 March (09.30 – 17.00), London
Better customer profitability reporting, pricing processes and margin 7 September (09.30 – 17.00), London
management.
Lecturers
What will I get out of it? Robin Bellis-Jones BSc BComm MBA FCMA
• greater awareness of the range of opportunities for improvement in FIMC, Managing Director, BJH Group
profitability
• ability to increase margins without losing valuable customers Tony Hodgson ACMA
• insight into techniques that have worked for other well-known Head of BJH Group Pricing and Revenue
organisations Management practice
• tools and techniques that can be adapted and applied in your
organisation Fee
• understanding of how recent developments in technology can help £580 + VAT (£681.50).
improve margins, shorten sales lead times and improve the business Early booker discount £520 + VAT
hit rate (£611.00) for ACCA and CIMA members,
• awareness of how to accumulate the experience of the price proposal up to 28 days before the course.
process and win more business opportunities at higher margins.
This course is held by CIMA Mastercourses
Key features and endorsed by ACCA.
• why effective margin management can be difficult
• why gross margins can be misleading and knowing what the real CPD UNITS 8
margins are
• analysing, reporting and managing profitability by customer, channel,
sector, region and product
• customer relationship management and margin management
• pricing – an assessment of the hidden profit improvement opportunities
• proactive pricing processes
• recent developments in pricing and customer profitability analysis and
reporting software
• powering profitable growth – getting started and planning the next
steps.
Who should attend?

All senior managers who have a direct interest in ensuring that profitability
is proactively managed in a period of greater competitive pressure; sales
and commercial managers who need to maximise the conversion of sales
opportunities into profitable business; account managers needing to
ensure that customers deliver the level of sales they have anticipated when
discount structures have been agreed; IT directors and managers needing
to understand the latest in software innovations that can materially impact
the bottom-line performance of the business.
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01
DateS and location A PRACTICAL APPROACH TO PRIVATE
IN-DEPTH COURSES
finance
27 April (09.15 – 17.00), London COMPANY ACQUISITION

26 October (09.15 – 17.00), London
Acquiring a private company usually represents a significant investment
Lecturer and the success rate is low. The process involves more than looking at
Andrew Perkins FCCA numbers – subjective elements can be more important to the ultimate
Commercial Director, IDG Limited success of the investment than the balance sheet or earnings projections.
This course will examine practical approaches to private company
Fee acquisition that will improve the chances of success.
£480
CPD UNITS 8 • insight into the possible pitfalls of acquisition
• understanding of the selection process
• awareness of key factors in a successful outcome
• review of the due diligence process
• negotiating strategies
• review of private company valuation
• the skills to structure the deal
• understanding of post-acquisition strategies.
Key features
• practical examples of acquisition failures
• leadership and followership challenges of an acquisition strategy
• due diligence working papers
• practical valuation techniques
• negotiation options
• structured deal shapes
• post-acquisition strategies – when the suits go home.
Who should attend?

All those embarking on an acquisition strategy.
DateS and location RAISING CAPITAL IN THE FINANCIAL MARKETS

26 March (09.15 – 17.00), London
16 October (09.15 – 17.00), London This course will run from the perspective of a business raising funds on
the public markets. It will cover all of the processes and documents in an
Lecturer interactive format providing full insight into the parties involved and all
Peter Scollen FCCA the relevant jargon. Both equity and debt markets are covered, which will
The Corporate Training Group provide a comprehensive and practical treatment of a subject which many
businesses face.
Fee
• practical understanding of how a company can raise capital
CPD UNITS 8 • knowledge of the process and parties involved
• appreciation of pros and cons of each route and costs involved.
Key features
• equity raising – rationale, business plan and exit routes
• the IPO process and timetable
• key issues and documents
• parties involved: who does what?
• selecting the best adviser – engagement fees and league tables
• investment grade debt:
– loans: bilateral vs syndicated, covenants and fees
– bonds: issuance process and other considerations
• non-investment grade debt: leveraged loans, high yield, mezzanine and
LBO structures.
Who should attend?

Anyone who is interested in learning more about what options are
available to a company that wants to raise capital. This includes directors,
managers, those involved in project work, finance staff and anyone who
needs a fuller understanding of financing and strategic issues.
44
TECHNIQUES IN VALUING A PRIVATE COMPANY Dates and location

17 April (09.15 – 17.00), London
Develop an understanding of the implications of different bases of valuation 12 October (09.15 – 17.00), London
and varying methodologies. Acquire practical knowledge regarding
company valuations, minority shareholdings and goodwill, and receive an Lecturer
overview of intellectual property and intangible asset valuation and the Ian Brewer, Associate Director,
interaction with fair value accounting. Valuation Consulting Limited

• broad grounding in company and business valuation £480
• knowledge of valuation concepts and minority shareholdings
• practical insight from an ex-senior member of HMRC’s share valuation CPD UNITS 8
department concerning successful negotiation of values
• understanding of intellectual property and intangible asset valuation
methodologies (crucial following FRSs 10 and 11).
Key features
• fair valuation vs commercial value
• fiscal open market value
• valuing majority and minority shareholdings
• valuation clauses contained in Articles and their meaning
• methods of valuing intellectual property and intangibles
• fair value accounting valuation.
Who should attend?

Finance directors and managers in industry, particularly in sectors with
significant intellectual property, and others who may need to interact with
HMRC.
NEW Understanding Debt Finance DATES AND LOCATION

15 June (09.15 – 17.00), London
The accounting and financial maths behind bonds. 17 December (09.15 – 17.00), London
What will I get out of it? Lecturer

• understanding of the accounting for a bond issue Steve Nightingale CFA ACA PRM MSI
• improved knowledge of debt finance Director, Clearly Financial Markets Ltd
• understanding of yields, prices and spreads.
Fee
Key features £480
• overview of bond structures and related products
• detailed example of a bond issue CPD UNITS 8 Save £60 whe
• pricing the issue and creating the liability n you book
two in-depth
• finance cost and amortisation through the accounts courses, or sa
• accounting themes to be applied to any debt finance £90 when yo ve
u book three
• accounting for the asset – where a bond is acquired
• overview of yields, spreads, spots and forwards.
Who should attend?

Accountants wishing to improve their working knowledge of financial
instruments, anyone involved in financial decisions or project decisions,
including management accountants, financial managers and advisers, and
anyone employed in the investment industry.

01
DateS and location Unified Performance Measurement
IN-DEPTH COURSES
finance
12 May (09.15 – 17.00), London

15 September (09.15 – 17.00), London This course will look at the range of different performance measures and
emphasise the importance of a single framework that recognises the
LECTURER interdependency of different factors.
John McKenzie MBA
Independent Consultant What will I get out of it?
• understanding of the complexities and interdependency of performance
Fee measures
£480 • recognition of the real ‘hot buttons’ in the enterprise upon which
management focus should be brought to bear
CPD UNITS 8 • knowledge of how to integrate and harmonise financial and non-
financial measures to best effect
• understanding of how to bring reward and motivational structures into
line with measures that count.
Key features
• matching action to strategic goals and intent
• the four cornerstones of strategy execution - consumer/customer
perception, internal process capability, human capital management
and financial performance
• linking the planning process, budgeting, forecasting and performance
measurement into a unified entity
• true drivers of operational performance in your enterprise
• moving from historical measurement to predictive management
• performance management structures, for example balanced
scorecards.
Who should attend?

Chief executives, finance directors, directors of change management, finance
and change management personnel in the commercial private sector.
46
Anti-Money Laundering – the essentials DateS and location
law and regulation

IN-DEPTH COURSES
21 April (09.15 – 17.00), London
Financial crime threats posed by criminals and terrorists represent a 22 September (09.15 – 17.00), London
key risk to businesses and individuals today. This interactive course
summarises the essential features of current law and regulations and Lecturer
provides practical advice on how you can mitigate the risk. Stephen Giles MA (Oxon) ACA
Partner, Highview Consultants
• review of the key changes brought about by the Money Laundering Fee
Regulations 2007 £480
• understanding of the new risk-based approach to anti-money
laundering and counter-terrorist financing CPD UNITS 8
• a knowledge of best practice controls
• increased ability to manage your business and personal risks and
responsibilities.
Key features
• overview of relevant laws and regulations
• review of best practice guidance, including Joint Money Laundering
Steering Group guidance notes
• anti-money laundering policy and procedures
• practical, easy to use risk matrices
• duties and responsibilities of officers and staff under the new
regulations
• prevention and detection strategies
• reporting procedures.
Who should attend?

Senior managers, MLROs (nominated officers), compliance officers,
staff handling cash and customer accounts and risk officers.
BUSINESS LAW UPDATE Date and location

20 October (09.15 – 17.00), London
Gain an insight into the latest developments in business law. The course
covers a wide range of topics and provides an up-to-date analysis of recent Lecturer
legislation. Mike Griffiths LLB LLM ACIArb
Consultant, Lecturer and Writer
• a knowledge of recent changes in some key areas of business law Fee
• an understanding of where company law reform now stands £480
• an overview of changes to contract, commercial and employment law
• an understanding of the impact of recent changes in individual CPD UNITS 8
insolvency law.
Save £60 whe
n you book
two in-depth
Key features courses, or sa
£90 when yo ve
• company law reform – where are we now? u book three
• key changes to company law
• developments in contract, commercial and employment law
• the current insolvency regime
• the alternatives to insolvency.
Who should attend?

Accountants, company secretaries, directors, anyone advising or
administering companies, and involved in credit control.

01
Dates and location Commercial and Consumer Contracts
COURSES
law and regulation
15 May (09.15 – 17.00), London

24 November (09.15 – 17.00), London This course is predominantly concerned with commercial contracts.
However, it begins with a consideration of some aspects of basic contract
Lecturer law, particularly how a contract is made, how to ensure that standard terms
Mike Griffiths LLB LLM ACIArb are included in business contracts and what happens when things go wrong.
Consultant, Lecturer and Writer This is followed by an examination of key contract terms, particularly those
concerning retention of title, insurance and the exclusion and limitation of
Fee liability. It compares and highlights the differences between the ordinary
£480 commercial contract and those made by consumers, where the law is
much more in favour of the consumer, rather than assuming that each
IN-DEPTH
CPD UNITS 8 party has equal bargaining strength, which is usually the case.

• understanding of the nature of a contract
• an overview of the typical standard terms of written contracts
• knowledge of the main ways to limit or exclude liability for breach.
Key features
• making the contract
• discharge of the contract
• the elements of damages
• the format of the commercial contract
• main standard terms
• exclusion and limitation clauses
• differences between commercial and consumer contracts.
Who should attend?

Everyone involved with making, examining and performing contracts –
accountants, company secretaries, directors, senior employees.
Dates and Locations company law update

2 April (09.15 – 17.00), London
28 September (09.15 – 17.00), Birmingham The Companies Act 2006 is the largest Act ever to emerge from the British
17 November (09.15 – 17.00), Manchester Parliament and brings about the most far-reaching changes to company
18 November (09.15 – 17.00), London law since Gladstone’s Acts of 1844 and 1845. The legislation is being
introduced by Statutory Instrument. This course provides an update on the
Lecturer areas of the Act already introduced, and on future developments.
Mike Griffiths LLB LLM ACIArb
Consultant, Lecturer and Writer What will I get out of it?
• an understanding of the point that company law reform has now
Fee reached
£480 • knowledge of the key changes brought about by the Companies Act
2006
CPD UNITS 8 • understanding of the new model articles for different types of company
• overview of recent developments in the courts
• understanding of the final commencement order and overview of
the Act.
Key features
• the new company constitution
• changes regarding members
• codification of directors’ duties
• other changes regarding directors
• decision making within companies
• shares and shareholders under the new regime
• changes at Companies House
• future developments.
Who should attend?

Accountants in industry, company secretaries, directors and all those
involved with company administration.
48
employment law update Dates and location

9 July (09.15 – 17.00), London
This course will give an overview of the legal issues surrounding 14 December (09.15 – 17.00), London
employment, giving delegates an understanding of the current legal
framework, and practical advice for you as people managers. Lecturer
Toni Trevett FCIPD
What will I get out of it? Director, CompleteHR Ltd.
• awareness of current employment law issues
• understanding of key issues before, during and after employment Fee
• better ability to avoid the expense and inconvenience of costly £480
complaints and possible litigation, through a thorough understanding of
the legal framework. CPD UNITS 8
Key features
• key legal issues relating to people management
• legislative changes over recent years
• key case law that shows how the legislation is currently being
interpreted
• practical advice for you as people managers
• overview of pending developments and what’s on the horizon.
Who should attend?

Those responsible for the legal element of employing staff, and line
managers with an interest in this area.
NEW Essential Steps for Effective Dates and location

Whistleblowing Processes 20 April (09.15 – 17.00), London
5 October (09.15 – 17.00), London
Whistleblowing processes represent one of the most cost-effective ways
to improve corporate governance. Unfortunately, many organisations either Lecturer
don’t have a process or have a system that employees do not trust or do Stephen Giles MA (Oxon) ACA
not know about. This interactive course demonstrates modern best practice Partner, Highview Consultants
to provide added assurance around key risks such as fraud, bullying, sexual
harassment and other unethical workplace behaviour. Fee
£480
• understanding of whistleblowing best practice CPD UNITS 8 Save £60 whe
• awareness of the key points of the Public Interest Disclosure Act and n you book
two in-depth
other relevant legislation courses, or sa
£90 when yo ve
• a practical perspective. u book three
Key features
• definitions, concerns and case studies
• considerations from both the individual and the company’s point
of view
• the modern whistleblowing ’toolkit’
• governance and risk management frameworks
• ethical attitude surveys
• investigation policy
• in-house and external solutions compared and contrasted.
Who should attend?

Non-executive directors, finance and HR professionals, internal auditors
and risk managers.

01
DATES AND LOCATION FRAUD UPDATE: INVESTIGATING ALLEGATIONS NEW
COURSES
law and regulation
28 April (09.15 – 17.00), London AND CRIME

This course gives a forensic, best-practice approach to investigating fraud.
LECTURER It deals with all stages of the investigation, from initial suspicion, through
Stephen Giles MA (Oxon) ACA evidence-gathering and interviewing, to successful resolution either in court
Partner, Highview Consultants or by settlement. It will give you the techniques to deal confidently with
the fraud contingency, should your business fall victim to this threat in the
FEE future.
£480
IN-DEPTH
CPD UNITS 8 • review of the principal changes brought about by the Fraud Act 2006
• knowledge of evidence-handling rules
• an understanding of PACE and interviewing under stressed conditions
• awareness of investigation techniques, both conventional and covert
• an understanding of the litigation process, both criminal and civil.
KEY FEATURES
• practical exercises looking at fraud situations
• dealing with the initial suspicion
• investigation basics – responsibilities, team members, and what
is the ‘end game’?
• the evidence trail
• interviewing in a fraud environment
• the litigation process, liaison with authorities and dealing with lawyers
• how to get the best resolution for your company.
WHO SHOULD ATTEND?

Internal auditors, fraud investigators, risk managers and anyone who might
be involved in the investigation process.
DateS and location how to prevent and detect fraud –

9 June (09.15 – 17.00), London an essential protection programme for
8 October (09.15 – 17.00), London the global downturn
Lecturer At their worst, fraudsters can destroy organisations and professional
Stephen Giles, MA (Oxon) ACA reputations. You and your organisation could be victims of fraud by
Partner, Highview Consultants employees, suppliers or clients, or you may find that weak controls allow
fraudsters to use your organisation to commit crimes. However, fraud can
Fee be a manageable threat if approached in the correct way.
£480
CPD UNITS 8 • understanding of the modern anti-fraud framework, including review of
the principal changes brought about by the Fraud Act 2006
• knowledge of the changes in professional standards regarding the fight
against fraud
• knowledge of how to build a risk-based fraud management strategy to
help reduce the threats
• understanding ‘people risk’ and how to manage it
• ability to assess your firm’s vulnerability to fraud.
Key features
• internal and external fraud and latest trends in business fraud
• five-point fraud prevention plan
• policies and hotlines
• the importance of deterrence and the ‘perception of detection’
• data mining and covert techniques
• building effective fraud controls.
Who should attend?

Front office professionals, managers responsible for operations, risk
managers, MLROs (nominated officers), compliance officers.
50
NEW Managers and the Law Dates and Location

23 March (09.15 – 17.00), London
A new course designed to inform company officers and senior managers 27 October (09.15 – 17.00), London
of their principal legal obligations. It begins with a look at who the
different officers are, including executive and non-executive directors. The Lecturer
course will also cover the company’s constitution, meetings and reporting Mike Griffiths LLB LLM ACIArb
structures (with particular emphasis on how the underlying law can be Consultant, Lecturer and Writer
used to make meetings more effective), the role of the auditor, and finally
employment matters as they affect senior management. Fee
£480
• understanding of company officers and their powers and duties CPD UNITS 8
• ability to run effective meetings.
Key features
• who are the company’s officers?
• know your powers
• reporting structures within companies
• proper use of meetings
• proper use of the auditor
• dealing with employees
• safety issues.
Who should attend?

Directors, secretaries, accountants and anyone else involved in the
management of companies.
sarbanes-oxley Date and location

21 October (09.15 – 17.00), London
An introduction to the Sarbanes-Oxley (SOX) legislation.
Lecturer
What will I get out of it? Professor Andrew D Chambers BA
• comprehensive knowledge of the Sarbanes-Oxley Act and its impact FCCA CEng FCA FIIA FBCS CITP FRSA
• update on the latest developments Management Audit LLP
• understanding of the benefits of streamlined implementation.
Fee
Key features £460
• overview of the Act
• how the 2007 changes have impacted on requirements and practice CPD UNITS 8 Save £60 whe
– SEC Rule n you book
two in-depth
– PCAOB Auditing Standard No. 5 courses, or sa
• the certification/reporting requirements of s302, s404 and s906 £90 when yo ve
u book three
• criminal sanctions
• global reach of the US Department of Justice and the PCAOB
• SOX on audit committees and independent directors
• s404 on internal financial control assessment, reporting and audit
– management duties and approach
– internal audit involvement
– understanding ‘significant deficiencies’ and ‘material weaknesses’
– external auditor involvement and approach
– control frameworks to use
– UK Combined Code and Turnbull implications.
Who should attend?

Anyone who needs to understand the Sarbanes-Oxley legislation and its
impact; CEOs and CFOs with SOX certification responsibilities; internal
auditors and accountants undertaking s404 assessments and external
auditors advising clients on SOX compliance.

01
Dates and Location Understanding Regulation and Compliance NEW
COURSES
law and regulation
14 – 15 January (09.30 – 17.00), London

This two-day workshop gives a practical overview of compliance issues
Lecturer and a detailed understanding of the approach taken by the FSA. Delegates
Steve Robinson ASI will gain a clear working knowledge of the FSA rules and regulations and
Consultant and Lecturer understand other areas of regulation such as market abuse and anti-money
laundering.
Fee
£895.00 What will I get out of it?
ACCA and MSI Members £626.50 • ability to approach compliance with confidence
• understanding of the FSA’s approach to regulation
IN-DEPTH
ASI Members £716.00

FSI Members £581.75 • consideration of the impact of recent changes
• explanation of detailed sections of the FSA Handbook
CPD UNITS 16 • understanding of ancillary legal aspects relevant to the
securities industry.
Key features
• introduction to regulation
• approval
• principles for businesses
• conduct of business rules
• financial rules
• complaints
• insider dealing
• model code for directors dealing
• market abuse
• money laundering
• recent developments
Who should attend?

Compliance officers and managers, heads of regulatory affairs/compliance,
heads of AML/financial crime, heads of oversight, legal officers, internal
audit managers, risk managers and training managers.
52
NEW CAPITAL ALLOWANCES Dates and Location
TAXATION
IN-DEPTH COURSES
1 June (09.30 – 13.00), London
The reform of capital allowances last year saw a major change for both 12 October (09.30 – 13.00), London
small and large companies. This course will consider the practical
consequences of the changes, and lessons learned. Lecturer
Paul Soper FCCA
What will I get out of it? Tax Lecturer, Broadcaster and Consultant
• a practical update on how companies have coped
• an understanding of the problem areas Fee
• help in identifying where claims are missed. £260

• plant and machinery writing down written down!
• hybrid rates of writing down
• the annual investment allowance
• treatment of motor vehicles
• integral assets – identification
• industrial buildings and agricultural land and buildings
• an update on large company repair and renewal issues.
Who should attend?

Accountants and advisors involved in this area.
NEW construction industry scheme Date and Location

23 March (09.30 – 13.00), London
The course will look at how HMRC has implemented the scheme. It will
focus on the key problems faced by contractors and subcontractors, Lecturer
providing key tips on how you can comply with the scheme. Paul Soper FCCA
Tax Lecturer, Broadcaster and Consultant
What Will I Get out of it?
• an appreciation of the mechanics of a scheme which is seen by Fee
HMRC as an essential weapon against avoidance of tax in the £260
construction industry
• details of the problems and pitfalls awaiting the unwary. CPD UNITS 4
Why not choo
Key Features date and locase your own
• ‘the lump’ – an unattractive name for an unattractive practice course of yo tion for the
• the verification process and dangers for main contractors ur choice?
See page 59
for details
• monthly returns and the certification process
• status enquiries and the distinction between employment and
self-employment in the context of the building industry
• recent case law developments.
Who should attend?

Accountants and advisers involved in the commercial and residential
property development and investment field, who need an up-to-date
appreciation of this significant area.

01
Dates and location corporation tax UPDATE
TAXATION
IN-DEPTH COURSES
29 May (09.15 – 17.00), London

30 November (09.15 – 17.00), London Corporation tax legislation is continually changing. It is therefore essential
for finance professionals to keep up-to-date with significant developments
Lecturer in this field. This course provides a comprehensive update on changes
Paul Soper FCCA introduced by recent Finance Acts and other legal developments.
Fee • understanding of the new rules introduced by recent Finance Acts
£480 • awareness of the pitfalls and problems which these new rules bring
• the ability to develop planning strategies.
CPD UNITS 8
Key features
• liability to corporation tax
• associated companies
• extraction of profits
• S419 and close companies
• corporation tax reliefs, including recent reforms to corporate debt,
intangible assets and substantial shareholdings
• transfer pricing
• International Financial Reporting Standards and the effect on taxation.
Who should attend?

All accountants wishing to gain an up-to-date understanding of the rapidly
developing world of corporation tax.
DateS and location designing tax-efficient remuneration

29 April (09.15 – 17.00), London packages
This course aims to provide delegates with an update on employee
Lecturer remuneration planning, including opportunities for the reduction of
Russell Cockburn BSc (Hons) AFTA income tax and a review of current HMRC practices. It will also cover
Tax Consultant, Author and Lecturer, former developments in the disclosure rules for tax avoidance as they affect
Inspector of Taxes, Member Bluebell House employment-related products.
Consultants LLP
Fee • an update on remuneration planning techniques
£480 • a review of statute and case law on earnings and benefits
• understanding of HMRC’s approach to tax avoidance in this area
CPD UNITS 8 • a refresher on benefits and expenses and tax planning areas.
Key features
• review of the employment earnings tax charge
• elements of a tax efficient package
• key areas on benefits and expenses
• what constitutes payment of earnings for tax and PAYE?
• potential application of the 2004 disclosure rules
• some planning techniques and danger areas
• share schemes and similar strategies
• using service companies and other structures.
Who should attend?

Anyone dealing with employees’ remuneration packages on a regular basis
and involved to any extent with examining and planning the tax impact of
current law and practice on those earnings.
54
international tax planning Date and location

This course will cover an introduction to international taxation, the current
use and possible reform of double tax agreements, the pitfalls of transfer Lecturer
pricing and thin capitalisation and how to minimise the dangers. It will give Paul Soper FCCA
delegates an awareness of the issues involved, the ability to give general Tax Lecturer, Broadcaster and Consultant
guidance to clients doing business with offshore entities, give advice on
how to avoid or minimise double taxation, and how to avoid being caught Fee
up in international tax avoidance legislation. £260
What will I get out of it? CPD UNITS 4

• overview of the key international tax developments to be
considered by UK business.
Key features
• recent legal and case decisions and their impact
• possible reform of double taxation rules for the UK and its effect
• anti-avoidance provisions aimed at outward investment
• transfer pricing issues and their implications for small as well as
large businesses
• treaty shopping and tax cost mitigation.
Who should attend?

Anyone involved in international tax planning.
P11D DateS and location

25 March (09.30 – 13.00), London
This course addresses the law underpinning employer compliance in 7 October (09.30 – 13.00), London
the expenses and benefits field and related practical issues. It will cover
the use and completion of forms P11D, P11D(b) and form P9D together Lecturer
with associated benefits reporting such as the use of PAYE settlement Lesley Fidler MA MSc CTA Chartered MCIPD
agreements. The National Insurance aspects will be addressed and the Director, Baker Tilly
distinction between Class 1, 1A and 1B contributions will be considered.
Fee
• a sound theoretical base from which to understand the practical issues
• increased protection against errors being found during an HMRC CPD UNITS 4 Save £60 whe
employer compliance visit. n you book
two in-depth
courses, or sa
Key features £90 when yo ve
u book three
• coverage of employers’ benefits reporting
• awareness of the National Insurance consequences and the distinction
between Class 1, 1A and 1B NICs
• legislation governing employers’ obligations in reporting expenses and
benefits in kind
• how to address practical problems that occur
• associated NIC issues: when Class 1, Class 1A or Class 1B
contributions are due and by whom
• when to use forms P9D and P11D
• dispensations and minimising the need for P11D completion
• how to enter into a PAYE settlement agreement, when to use it and
how to calculate the tax and NICs.
Who should attend?

Those who prepare their organisation’s P11Ds or are responsible for their
employer’s HMRC returns.

01
DateS and location paye and employer compliance visits
taxation
IN-DEPTH COURSES
27 April (13.30 – 17.00), London

1 October (09.30 – 13.00), London A detailed look at how to deal with HMRC inspections of employers
records and specific compliance reviews.
Lecturer
Russell Cockburn BSc (Hons) AFTA What will I get out of it?
Tax Consultant, Author and Lecturer, former • a checklist of key danger areas
Inspector of Taxes, Member Bluebell House • knowledge of HMRC powers and procedures
Consultants LLP • understanding of how to prepare for and deal with the inspection
process
Fee • guidance on negotiating settlements and mitigating the costs.
£260
Key features
CPD UNITS 4 • why do inspections take place?
• review of P11D benefits and expenses rules
• using dispensations and settlement agreements
• detailed review of HMRC statutory powers
• what to look for in advance of the visit
• dealing with specific danger areas and technical difficulties
• survival techniques during an inspection
• applying the new interest and penalties regime.
Who should attend?

Anyone dealing with employer payroll issues or employee tax compliance
on a regular basis or who is likely to have to deal with HMRC on a PAYE or
benefits compliance inspection or dispute.
Dates and location PROPERTY TAX RELIEFS

6 April (09.15 – 17.00), London
6 October (09.15 – 17.00), London This course will give you an appreciation of the changing climate for
commercial property ownership, where new reliefs are being introduced as
Lecturer old reliefs are being phased out.
Paul Soper FCCA
Tax Lecturer, Broadcaster and Consultant What will I get out of it?
• an awareness of the opportunities available to property owners
Fee to boost relief by various amounts from nil to 10%, to 50% or even a
£480 maximum of 100% in different situations
• problems and pitfalls to catch the unwary and prevent these attractive
CPD UNITS 8 reliefs becoming available.
Key features
• phasing out of the industrial buildings and agricultural land and
buildings allowances
• enterprise zone allowances withdrawal
• integral assets – a new class of plant and machinery allowances
at 10%
• energy-efficient assets – the alternative at 100%
• renovation of empty business premises
• residential accommodation above business property
• landlord’s energy savings allowance implemented for company
land remediation allowances and their extention – a solution to
Japanese Knotweed at last?
Who should attend?

Accountants and advisers involved in the commercial property field
who need to get a view of the complex system of allowances and reliefs
emerging from the Treasury, and those concerned with exploitation of
commercial property from both a practical and a compliance perspective.
56
VAT and Cross-Border Transactions – Dates and location

are you getting the VAT right? 20 April (09.30 – 13.00), London
29 October (09.30 – 13.00), London
This course is designed to take delegates through the VAT implications of
buying goods and services from, or selling them to, other countries within Lecturer
the EU and beyond. Malcolm Greenbaum ACA CTA
Trainer and Consultant
What will I get out of it? Greenbaum Training and Consultancy
• understanding of the reporting and financial implications of cross-
border transactions
• knowledge of how to avoid the common pitfalls in VAT obligations FEE
• understanding of the significance for accounting systems of the £260
differing VAT treatments of common cross-border supplies.
CPD UNITS 4
Key features
• treatment of supplies of goods to states inside and outside the EU
• treatment of purchases of goods from states inside and outside the EU
• supplies of services – place of supply rules to determine correct VAT
treatment
• receipt of supplies – when to apply the ‘reverse charge’ procedure and
how it works
• the difference between goods and services under VAT law –
practical examples
• reclaiming VAT suffered in other EU countries.
Who should attend?

Anyone who is responsible for ensuring VAT compliance within their
organisation, and practitioners with clients who engage in, or who are
planning to engage in, cross-border activity.
VAT – THE ESSENTIALS DateS and location

27 May (09.15 – 17.00), London
This course will explain the legal requirements of VAT and give an insight 6 October (09.15 – 17.00), London
into how to avoid the pitfalls. It will cover the recent changes in legislation
and policy on VAT. Lecturer
Simone Hurst
What will I get out of it? VAT Director, BTG Tax
• comprehension of basic VAT legislation and requirements
• awareness of issues and errors HMRC look for on compliance visits Fee
• fuller understanding of rules to enable compliance. £480
Key features CPD UNITS 8 Save £60 whe

• the scope of VAT, when and at what rate? n you book
two in-depth
• types of supply: is it goods or services? courses, or sa
• VAT registration and deregistration issues £90 when yo ve
u book three
• common mistakes in accounting for VAT
• record-keeping requirements and HMRC policy
• VAT penalties
• trading in Europe and beyond: the VAT consequences.
Who should attend?

All staff dealing with VAT issues.

01
DateS and location VAT – Introduction to Land and Property
taxation
IN-DEPTH COURSES
1 April (13.30 – 17.00), London

16 October (13.30 – 17.00), London This course will give you an understanding of the VAT liability of different
land and property transactions.
Lecturer
Simone Hurst What will I get out of it?
VAT Director, BTG Tax • understanding of VAT liability of property transactions and the
implications for business
Fee • knowledge of the legal framework
£260 • better understanding of the common misconceptions of land, property
and construction and VAT.
CPD UNITS 4
Key features
• VAT liabilities of property transactions
• what are the main definitions and what do they mean?
• option to tax i.e. election to waive exemption i.e. VAT registration
of a property
• input tax recovery
• partial exemption implications and capital goods scheme
• transfer of going concerns – how do they apply to property?
• construction services – the liability minefield.
Who should attend?

Anyone involved in property transactions (residential or commercial).
58
IN-COMPANY
TRAINING
SERVICE
ACCA UK’s Professional Courses offer quality training on your
doorstep. You can choose from any of the courses in this directory
or we can tailor a course specifically for your organisation at an
affordable price. You control the content, location and date of an
event whilst we take care of everything else.
WHAT WILL WE GET OUT OF IT? PREVIOUS IN-COMPANY EVENTS

• relevant training that focuses on your • accounting in the USA
organisation’s objectives • building internal reputation
• training when and where you want it • business law update
• savings in travel, accommodation and time • company law update
• opportunity to discuss information • finance for non-financial managers
confidential to your organisation • financial and business ethics
• increased competitiveness from a skilled • implementing effective corporate governance
and motivated workforce • international financial reporting standards
• a cost-effective way of training a large • practical aspects of private company
number of staff. acquisition and valuation
• reaching your potential
• risk management and internal control
• taxation update
• team building
• UK GAAP and IFRS updates
• VAT – the essentials
• what’s new in UK financial reporting.
“
The session was really good
and hit the right mark. The
presenter was excellent and
got great feedback. I would
“An exceptional speaker,
the course was tailored
perfectly to meet our exact
” ”
definitely use him again. requirements.
To discuss your in-company training
Justin Purkis, Financial Controller Patrick Massey requirements, please call the Professional
– Regulatory Reporting, Capita Group ADM Europe BV Courses team on 020 7059 5910

02
This programme covers key issues in the core areas of
financial reporting, management accounting and taxation.
It is available in a choice of formats – attend all three days
at a discounted rate or choose individual seminars to suit
your needs. Whatever you decide, we are confident you will
find training that is informative, enjoyable and up-to-date
CORPORATE
ACCOUNTANTS’
UPDATING
PROGRAMME
02
CORPORATE ACCOUNTANTS’
UPDATING PROGRAMME
what will i get out of it? CONTENTS

• the chance to learn about the latest changes to financial
reporting standards Financial Reporting Day
• refreshed knowledge of issues in financial reporting 63 Financial Reporting –
• an overview of recent taxation developments Update and Refresher Part One
• different approaches to value management 63 Financial Reporting –
• appreciation of underlying drivers of competitiveness. Update and Refresher Part Two
DATES AND LOCATIONS Management Accounting Day

6 – 8 May (09.30 – 17.30), London 64 Value Management –
6 – 8 October (09.30 – 17.30), Cardiff Fact or Fantasy?
9 – 11 November (09.30 – 17.30), London 64 Staying Competitive in an
24 – 26 November (09.30 – 17.30), Manchester Uncertain Environment
1 – 3 December (09.30 – 17.30), Edinburgh
Taxation Day
FEES 65 Employee Tax Update
All six seminars £915 65 Business and Corporate Taxes
Individual seminars £190 Update
We recommend that you book the whole package

(at a discounted rate) in order to gain maximum benefit.
Fees include all seminar papers, lunch and refreshments.
Please note that the order in which each day is presented
varies depending on the programme location.
62
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save £225 – see page 62 for more information
a course? or call 020 7059 5910
Call
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5910
FINANCIAL REPORTING – Dates and locations
FINANCIAL REPORTING
UPDATING PROGRAMME
UPDATE AND REFRESHER PART ONE 8 May (09.30 – 13.00), London
7 October (09.30 – 13.00), Cardiff
At last! A course that doesn’t concentrate on the standards that have just 9 November (09.30 – 13.00), London
been issued, but looks back at the earliest standards that are still in issue 25 November (09.30 – 13.00), Manchester
– including the remaining SSAPs and early FRSs – and concentrates on 1 December (09.30 – 13.00), Edinburgh
practical problems concerning their application.
LecturerS
What will I get out of it? Charles Gubbins BSc CA
• opportunity to look back at existing accounting standards and learn Associate, Kaplan Financial
from the mistakes made by others
• practical case studies to illustrate the way these standards Guy Loveday BSc (Econ) FCA
should be applied. Partner, Professional Training Partnership

• SSAP 9 – stock and long term contracts
• SSAP 20 – foreign currency
• SSAP 21 – leasing
• FRS 1 – cash flow statements
• FRS 3 – reporting financial performance
• FRS 4 – capital instruments
• FRS 5 – reporting the substance of transactions (including application
note G on revenue recognition and UITF 40)
• FRS 6 – acquisitions and mergers
• FRS 7 – fair values
• FRS 8 – related party disclosures (if still in issue)
• FRS 9 – associates and joint ventures
• FRS 10 – goodwill and intangible assets
• FRS 11 – impairment of fixed assets
• FRS 12 – provisions.
FINANCIAL REPORTING – Dates and locations

UPDATE AND REFRESHER PART TWO 8 May (14.00 – 17.30), London
This seminar looks back at some of the existing standards and 9 November (14.00 – 17.30), London
concentrates on practical problems concerning their application. In 25 November (14.00 – 17.30), Manchester
addition, delegates will look at the latest standards to have been issued, 1 December (14.00 – 17.30), Edinburgh
including the first international standards to be issued ‘in UK covers’.
LecturerS
What will I get out of it? Charles Gubbins BSc CA
• opportunity to look back at existing accounting standards and learn Associate, Kaplan Financial
from the mistakes made by others
• case studies to illustrate the way these standards should be applied. Guy Loveday BSc (Econ) FCA
Partner, Professional Training Partnership
Key features
• the latest position on convergence with IFRS CPD UNITS 4
• FRS 15 – tangible fixed assets
• FRS 17 – pensions
• FRS 18 – accounting policies
• FRS 19 – deferred tax
• FRS 20 – share-based payments
• FRS 21 – events after the balance sheet date
• FRS 23 – foreign exchange
• FRS 25 – financial instruments (presentation)
• FRS 26 – financial instruments (measurement)*
• FRS 28 – corresponding amounts
• FRS 29 – financial instruments (disclosure)*
• FRS 30 – relevant party disclosures (if issued)
• any relevant new FRSs issued in the period leading up to the course.
* FRS 26 and FRS 29 will be mentioned only briefly as most companies

are currently exempt from the requirements of these standards.
DIRECTORY OF COURSES CORPORATE ACCOUNTANTS’ 63

UPDATING PROGRAMME
02
Dates and locations VALUE MANAGEMENT – FACT OR FANTASY?
UPDATING PROGRAMME
MANAGEMENT ACCOUNTING
6 May (09.30 – 13.00), London

6 October (09.30 – 13.00), Cardiff We know that managers and investors can be obsessed with short
11 November (09.30 – 13.00), London term results, including focusing on next quarter’s results. This failure
26 November (09.30 – 13.00), Manchester to invest in long-term growth and the corporate scandals that have
2 December (09.30 – 13.00), Edinburgh grabbed headlines further suggest scant regard has been paid to value
creation principles. Executives have been seen to destroy the value they
Lecturer are supposed to be creating yet almost always claim that short-term
John McKenzie MBA investor and stock market pressure made them do it. The reality is that
Independent Consultant the principles of building shareholder value have not failed management
but that management have betrayed those principles. The role of the
CPD UNITS 4 accountant in promoting and policing those principles is paramount in
ensuring success.

• understanding of how value is created and destroyed and guiding
management principles
• recognition of both shareholder and stakeholder expectations and the
management of conflicts between them
• understanding of long run models of value creation
• identification of internal and external key measures of value.
Key features
• Rappaport’s 10 basic governance principles for value creation
• accounting techniques for estimating value
• conflicts between short run investor expectations and value creation
• taking the long run view of value creation
• intangible values – the greatest contributors of all?
• conflicts between shareholder and stakeholder value creation
• communicating to investors.
Dates and locations STAYING COMPETITIVE IN AN UNCERTAIN

6 May (14.00 – 17.30), London ENVIRONMENT
11 November (14.00 – 17.30), London This century has seen an explosion in competitiveness in almost every
26 November (14.00 – 17.30), Manchester business sector. Uncertainty is at an all-time high, driven by economic
2 December (14.00 – 17.30), Edinburgh upheavals, corporate scandals and large scale geo-political factors such
as the energy and credit crunches. All this presents a huge challenge to
Lecturer the managers of a modern enterprise, and in turn produces pressure to be
John McKenzie MBA number one. This seminar examines essential principles of management,
Independent Consultant and the role of the accountant in their adoption.
CPD UNITS 4 What will I get out of it?

• practical management framework to mitigate the effects of
uncertainty and competition
• understanding of today’s accountant as the bridge between strategy,
planning and effective action.
Key features
• drivers of competitiveness and uncertainty, and likely trends
• shortcomings of traditional accounting processes and reportables
• building a winning strategy and ensuring planning and budgetary
focus are in alignment
• matching enterprise competency and allocation of resources to
what our customers value and expect
• ensuring organisational structures and internal reporting and
accounting focus don’t inhibit growth, entrepreneurship and talent
• maintaining market focus – moving beyond revenue and margin
analysis to lifetime value considerations
• accounting for the business, not just the numbers...and smarter
budgetary approaches
• balancing measurement and control with freedom to act.
64
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place email
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a course? or call 020 7059 5910
Call
to book your place call 020team
our knowledgeable 7059of advisors on 020 7737 9654
5910
EMPLOYEE TAX UPDATE Dates and locations
taxation
UPDATING PROGRAMME
7 May (09.30 – 13.00), London
This seminar will bring you up-to-date with all the major recent 8 October (09.30 – 13.00), Cardiff
developments and improve your general knowledge of tax law and 10 November (09.30 – 13.00), London
practice for employees and directors. 24 November (09.30 – 13.00), Manchester
3 December (09.30 – 13.00), Edinburgh
• update on recent developments Lecturer
• reminder of the key areas of employee taxes Russell Cockburn BSc (Hons) AFTA
• planning points arising from recent changes Tax Consultant, Lecturer and Author,
• understanding of current topical issues. former Inspector of Taxes,
Member Bluebell House Consultants LLP
Key features
• changes in the recent Finance Bill/Act CPD UNITS 4
• employee benefits and expenses developments
• payroll changes and developments
• recent case law decisions
• HMRC statements of practice
• current topics of interest
• current planning issues and possibilities.
Business and Corporate Taxes Update Dates and Locations

7 May (14.00 – 17.30), London
This seminar will bring you up-to-date with all the major recent 8 October (14.00 – 17.30), Cardiff
developments and improve your general corporate and business taxation 10 November (14.00 – 17.30), London
knowledge. 24 November (14.00 – 17.30), Manchester
3 December (14.00 – 17.30), Edinburgh
• update on recent developments Lecturer
• reminder of the key areas of corporate and business taxes Russell Cockburn BSc (Hons) AFTA
• planning points arising from recent changes Tax Consultant, Lecturer and Author,
• understanding of current topical issues. former Inspector of Taxes,
Member Bluebell House Consultants LLP
Key features
• changes in the recent Finance Bill/Act CPD UNITS 4
• corporation tax
• capital allowances
• VAT and other business taxes
• recent case law decisions
• HMRC statements of practice
• current topics of interest
• current planning issues and possibilities.

UPDATING PROGRAMME
03
Our Corporate Accountants’ CPD Conferences have
been designed with accessibility and flexibility in mind.
Each conference covers three key issues and takes
place at four venues around the country
CORPORATE
ACCOUNTANTS’
CPD
CONFERENCES
03
CPD CONFERENCES
Dates and locations contents

Conference A Conference A
20 May – Portsmouth 69 Topical Tax Issues
17 June – Leeds 69 IFRS for Listed and Private Entities
29 June – London 69 Strategic Influencing.
6 July – Birmingham
Conference B
Conference B 70 The Companies Act 2006 – Final
15 September – Portsmouth Implementation
23 September – Birmingham 70 Using Risk Management to Enhance
1 October – Leeds Your Business
7 October – London 70 Perceptive People Managers.
Conference C
Conference C
71 Corporation Tax Update
13 November – London
71 Gaining Strategic Business Insights
19 November – Portsmouth
71 Shaping Up for Success.
23 November – Leeds
3 December – Birmingham
All conferences take place between

10.00 – 17.00.
Fees
Individual session £130
One conference £345
Two conferences £670
Three conferences £945
68
take advantage of our discounts – see page 68 for more information
book now on 020 7059 5910
CONFERENCE A
10.00 – 12.00 Session 1 12.45 – 14.45 Session 2 15.00 – 17.00 Session 3
topical tax issues ifrs for listed and private entities strategic influencing
This session will provide an update on current This session will compare the latest full versions Organisations, departments and teams thrive
tax issues. It will focus on key changes of International Standards with the IFRS for on robust discussions and by getting cross-
introduced in the Budget/Finance Act, recent Private Entities (due to be finalised in early organisational agreement on the way forward.
case law and the new tribunal system. 2009), and provide an indication of the progress In order to achieve agreement, commitment
made to date in worldwide convergence to one and buy-in across the organisation, finance
Key Features system of GAAP. professionals may have to influence widely using
• case law decisions from the new tax a range of skills, tools and strategies.
tribunal, and its structure Key features
• case law decisions from the High Court • an update on key recent changes to IFRS Key features
upwards • the roadmap to convergence of IFRS and • what is influence?
• key announcements in budget statements US GAAP in 2014 • developing an influencing strategy
affecting the major taxes and their • the new IFRS for Private Entities • identifying key stakeholders
implications – approach adopted in designing the IFRS • different approaches to engaging and
• statements of practice and concessions – – key differences compared with full IFRS influencing stakeholders
recent developments and changes – accounting options available in the IFRS • building consensus where there are
• employment taxes – PAYE and NIC – EU attitude to the IFRS differences in priorities and opinions
• corporate taxes – corporation tax • an update on UK convergence. • diagnosing the forces for and against change
• VAT and stamp duty land tax developments • a range of influencing styles and when to
of general significance. Lecturer use them
Charles Gubbins BSc CA • applying the teaching to your own
Lecturer Associate, Kaplan Financial influencing situations.
Paul Soper FCCA
Tax Lecturer, Broadcaster and Consultant Lecturer
Elaine Hynd BA (Hons) ALCM
Consultant, Lumina Consulting
CPD Units
Each session is the equivalent of 2 CPD units

CPD CONFERENCES
03
CONFERENCE B
The Companies Act 2006 – Using Risk Management to Enhance perceptive people managers
Final Implementation your Business
We are all perceptive people; however, in the
The Companies Act 2006 should, if BERR Risk management is a crucial component of fast-paced world in which we live and work we
promises are adhered to, be fully in force on corporate governance but its true benefits are sometimes struggle to access the perceptive
1 October 2009. This provides an excellent often overlooked. In addition to dealing with part of ourselves. In this session we will look
opportunity for delegates to review some key threats and having preventative measures to at how to become a more perceptive person by
provisions of the Act coming into force at the deal with unforeseen circumstances, this session using our rapport skills to influence ourselves
time of the conference. shows how risk management can be used by and others; focusing on the outcome of any
organisations to enhance their businesses. interaction, rather than our position within that
Key features Delegates will learn a number of techniques to interaction; the impact that presuppositions have
• the new model articles help them achieve this. on ourselves and others and how to appreciate
• abolition of authorised capital any situation from three unique perspectives.
• abolition of reserve capital Key features
• easier reduction of capital • the true meaning of ‘taking a risk-based Key features
• changes to redeemable shares approach’ • how to become a more perceptive person
• abolition of the whitewash procedure in • key responsibilities and relationships • understand the impact that our
private companies • ‘4 Ts’ approach to risk management presuppositions have on us
• issue of shares under the new regime • modern risk management frameworks – • perceptual positions: yours and theirs
• the eighth commencement order. from Turnbull to COSO to Basel II • using rapport as an influencing strategy
• the modern risk management toolkit • the eyes have it – the giveaway clues to
Lecturer • people risk and employee engagement. how people think
Mike Griffiths LLB LLM ACIArb • why maintaining your outcome is more
Consultant, Lecturer and Writer Lecturer important than maintaining your position.
Stephen Giles MA (Oxon) ACA
Partner, Highview Consultants Lecturer
Margaret Zuppinger, Principal Training
Consultant, Margaret Zuppinger Partnership Ltd.
CPD Units
70
book three conferences and take advantage of our discounted rate
book now on 020 7059 5910
CONFERENCE C
Corporation Tax Update gaining strategic business insights shaping up for success
Corporation tax (CT) legislation is continually Business decisions are too often based on Being in shape intellectually, emotionally and
changing. It is therefore essential for finance financial projections but without a clear physically is essential to ensure we operate
professionals to keep up-to-date with significant understanding of the strategic drivers of at our peak and are able to meet the ever-
developments in this field. This session provides performance. This session provides a simple increasing demands of work and home. The
a comprehensive update on changes introduced guide to understanding strategy, competitive perceptions that we have about ourselves and
by recent Finance Acts and other legal position and value drivers. Delegates will be others, how we think, how we look and how we
developments. provided with insights to help them make better feel about ourselves, drive our performance at
business decisions. work and determine our success.
Key features
• changes to the structure of charge to Key features Key features
corporation tax • understanding the essentials of strategic • presenting a more influential and confident
• possible alterations to the concept of analysis image to maximise your professional impact
associated companies • evaluating competitive position • increasing your self-confidence and
• CT reliefs considered from • understanding industry life cycle self-esteem
losses to corporate venture scheme • analysing value drivers • experiencing an enhanced sense of well-
investment • assessing business performance being and feeling more in control of your life
• transfer pricing and CFC regulations from a • making better business decisions. • shaping a compelling future for yourself and
practical perspective achieving personal aspirations.
• possible significant reform to double tax Lecturer
relief David Smith BSc, FCA Lecturer
• changes in the most recent Finance Act Lecturer and Consultant Lisa Milnor ACA BSc
• recent case law developments. Director, Shaping Clarity
Lecturer
Paul Soper FCCA
CPD Units

CPD CONFERENCES
04
ACCA UK’s Residential Update for Accountants provides a
relaxed environment in which to update your skills and gain
CPD. You can network and brainstorm, benefiting from the
experience of your peers as well as our expert speakers
RESIDENTIAL
UPDATES FOR
ACCOUNTANTS
04
RESIDENTIAL UPDATES
FOR ACCOUNTANTS
To give you maximum benefit from the training, the update offers a choice of 11 out of
29 sessions – so you study the topics that interest you most.
The update commences on Thursday and concludes on Saturday.
DATES AND LOCATIONS What will I get out of it?

Spring Update for Accountants • an ideal learning environment situated away from office interruptions
26 – 28 March • the expertise of speakers chosen for their knowledge and their ability to
Cotswold Water Park Four Pillars Hotel, communicate
Gloucestershire • a choice of 11 out of 29 subject sessions
• supporting papers with each session to provide a continuing source of
Autumn Update for Accountants reference
October • the chance to network with fellow finance professionals.
Dates and venue to be advised
Benefits to your organisation
FEES • a flexible programme that responds to different organisations’
£1380 requirements
The fee includes accommodation, meals, • a programme that covers skills directly affecting the bottom line
light refreshments, lectures, course material • cascade learning – knowledge gained by one person filters through the
for all sessions and teaching facilities. organisation
• highly skilled finance professionals that set you apart from competitors
Early booking discount • the enhanced reputation that effective training brings.
Enjoy savings of £80 with our early booking
discount.
Spring Update for Accountants

Discounted fee: £1300 when you book Previous topics have included
before 5 March 2009. Accounting Standards Update
A Practical Guide to Commercial Contracts
Accommodation Financial Crime Threats – How Well do you Manage Them?
Accommodation is of a four-star deluxe Risk and How to Manage it Effectively in the 21st Century
standard. Ensuite bedrooms are equipped Employment Law in Practice
with TV, radio, telephone and tea and The Essential Guide to Benefits in Kind: An Update
coffee-making facilities. The Credit Crunch – Effect on Markets, Finance and the Economy
Topical Direct Tax Issues
Capital Allowances
VAT – Are You Up To Date With Recent Changes?
Treasury Management During the Credit Crunch
Lean Finance
Managing for Value
Homogenise or Diversify? How to Build Winning Teams
Top Team Toxins and their Antidotes
Corporate Politics – How to Play the Game
360˚ Motivation – Motivating Yourself and Those Around You
A full programme for each update will be circulated to members in a

separate brochure in 2009.
74
trouble explaining the numbers?
Financial
Awareness for
Non-Financial
Managers
In a time of economic turbulence, it
is vitally important that colleagues understand
what you are telling them. Finance is a foreign
language to many people. This short course will
explain and demystify finance and explain how
commercial actions affect the business financially.
Finance is not rocket science!
What will they get out of it? Key features

• understanding of financial jargon • the financial model
• ability to recognise the financial • importance of margin, the effect of
effects of management decisions fixed costs and the breakeven point
• ability to read and interpret profit • the significance of working
and loss accounts, balance sheets capital, including the importance of
and cash flow statements stock and credit control
• ability to discuss financial matters • in a recession ‘cash is king’ –
with the finance department and the importance of cash flow
understand what they are talking and budgeting.
about.
Who should attend? Dates and location

All those who need to understand the 3 April (09.15 – 17.00), London
financial implications of trading in the 9 October (09.15 – 17.00), London
current economic climate.
Lecturer
Nigel L Smith FCA FCCA
Principal, The Financial & Management
Training Consultancy
To book, or for information on running this course on an

in-company basis, please contact the Professional
Courses team at professionalcourses@uk.accaglobal.com
or 020 7059 5910.
05
Our suite of Management and Personal Development
Training provides essential learning to enable you to
enhance your productivity, improve your effectiveness
as a manager and progress your career
MANAGEMENT
AND
PERSONAL
DEVELOPMENT
TRAINING DIRECTORY OF COURSES 77
05
MANAGEMENT AND PERSONAL

DEVELOPMENT TRAINING
Attend individual seminars, a complete seminar programme or design your own learning
programme to suit your needs.
DATES AND LOCATION CONTENTS Limited

Numbers
Essential development skills Essential development skills Please note
22 – 24 April, London 79 Successful Networking that for both
17 – 19 November, London 79 Effective Communication seminars
80 Personal Effectiveness and courses,
Essential business skills 80 Managing Upwards numbers are
22 – 24 June, London 81 Persuading and Influencing limited to allow
30 November – 2 December, London 81 Rewarding Negotiations for extensive
interaction.
Essential management skills Essential business skills
14 – 16 July, London 82 Effective Report Writing
8 – 10 December, London 82 Powerful Presentations
83 Managing and Participating in
FEES Meetings
Any six seminars £915 83 Improving Your Project Management
Individual seminar £190 84 Working Effectively in Teams
84 Problem Solving
Essential management skills

85 The Exceptional Delegator
85 Motivating Individuals and Teams
86 Delivering Team Potential
86 Managing for Peak Performance
87 Delivering and Managing Change
87 Conflict Management
One day courses Fees

88 Exceptional Presentation Skills Half-day course £260
for the Finance Function One-day course £480
89 NEW Understanding and Managing
People Risk
Half day course

88 Speeding Through Your Paperwork
78
SEMINAR A – Dates and location
ESSENTIAL DEVELOPMENT SKILLS

SUCCESSFUL NETWORKING 22 April (09.30 – 13.00), London
• learning how to develop a wide network of contacts –both within Lecturer
and outside the organisation, improving your effectiveness in Tony Bray
information gathering and dispersal Partner, Aquarius International
• increased knowledge base through using your expanded network of
contacts to raise your own and your company’s profile in the market- CPD UNITS 4
place
• increased ability to help your business achieve its strategic objectives.
Key features
• understand the benefits of networking
• questionnaire – how well do you network?
• develop interpersonal skills to improve networking performance
• win it in a minute – making a positive first impression
• improve the structure of networking activity
• design an action plan for future networking
• practising skills learned within the interactive group session
SEMINAR B – Dates and location

EFFECTIVE COMMUNICATION 22 April (14.00 – 17.30), London
• key skills for effective communication in different situations Lecturer
• recognition of the need to communicate with different people in Tony Bray
different ways Partner, Aquarius International
• increased effectiveness in getting your message across
• improved ability to write clear instructions and procedures. CPD UNITS 4
Key features
• which medium is right for the message Don’t forg
• the impact of body language in communication our courses et, many of
can
• discovering a model for making requests and getting positive results an in-compa be run on
• becoming skilled at asking effective questions fo
r more inform
ation
• the power of active listening
• discover which communication medium you are most comfortable with
– and that of others
• writing accurate and effective instructions and procedures
• talking the language of your listener.
DIRECTORY OF COURSES MANAGEMENT AND PERSONAL 79

05
Dates and location SEMINAR C –
ESSENTIAL DEVELOPMENT SKILLS
23 April (09.30 – 13.00), London PERSONAL EFFECTIVENESS

Lecturer • greater personal productivity
Ingle Dawson BA ACA • stronger focus on key deliverables
Director, IDG Limited • improved track record in meeting deadlines
• feeling more in control and less pressured
CPD UNITS 4 • increased time to think, plan and look ahead.
Key features
• the critical aspects of managing yourself and your time
• ways to work smarter, not just harder or longer
• avoiding urgency addiction – balancing thought and action
• setting and sustaining priorities
• identifying and dealing with time stealers
• making time for tasks with long-term value
• coping with multiple demands
• managing deadlines and planning to avoid crises
• turning good intentions into sustainable action.
Dates and location SEMINAR D –

23 April (14.00 – 17.30), London MANAGING UPWARDS
Lecturer • a more productive relationship with your boss(es)
Ingle Dawson BA ACA • greater clarity of mutual expectations
Director, IDG Limited • improved ability to initiate change and improvements
• more effective anticipation and resolution of problems.
CPD UNITS 4
Key features
• my boss and I – how do we see one another?
• how am I judged – getting true clarity of expectations
• extra complications:
– multiple bosses
– remote locations
– dotted reporting lines
• the impossibly busy boss: getting access without nagging
• keeping ahead of the game: initiating rather than waiting to be asked
• anticipating and pre-empting problems
80
SEMINAR E – Dates and location

PERSUAding AND INFLUENCING 24 April (09.30 – 13.00), London
• improved relationships with key colleagues Lecturer
• enhanced confidence when dealing with challenging interpersonal Ingle Dawson BA ACA
situations Director, IDG Limited
• development of a flexible and effective influencing style
• raised personal profile. CPD UNITS 4
Key features
• understanding how others see you in influencing situations
• identifying what you need to change
• diagnosing how others think, feel and behave
• taking the initiative – how to begin influencing earlier in the process
• key skills and techniques revisited
• building the impact of your case
• influencing without authority
• managing conflict effectively.
SEMINAR F – Dates and location

REWARDING NEGOTIATIONS 24 April (14.00 – 17.30), London
• clearer insight into the keys to successful negotiations Lecturer
• a practical approach to the preparation and conduct of a range of Ingle Dawson BA ACA
negotiations Director, IDG Limited
• improved confidence in negotiation situations
• the ability to find win/win approaches to difficult negotiations. CPD UNITS 4
Key features
• barriers to effective negotiation
Numbers are
• getting to the real issues – identifying the problem limited, so bo
• preparing more effectively (and boosting your confidence) early to secu ok
re your place
• establishing your bottom line
• putting yourself in their shoes
• trading concessions successfully
• avoiding and unlocking deadlock
• gaining agreement and commitment
• dealing with conflict and aggression
• effective team negotiation.
DIRECTORY OF COURSES IN-DEPTH COURSES

MANAGEMENT AND PERSONAL 81
05
Dates and location SEMINAR A –
ESSENTIAL BUSINESS SKILLS
22 June (09.30 – 13.00), London EFFECTIVE REPORT WRITING

Lecturer • improved clarity of points made in reports
Judi Geisler BA ACA • enhanced impact of the content of reports
Partner, Aptus Training Consultants • reduced time spent redrafting reports
• increased personal and company reputation by raising
CPD UNITS 4 report quality.
Key features
• turning data into written information
• structured approach for preparing effective reports
• effective writing – using the ‘fog index’
• identifying a clear objective
• layout – selecting and shaping the material
• conclusions and recommendations
• presenting the report
• personal feedback on your current writing style.
Dates and location SEMINAR B –

22 June (14.00 – 17.30), London POWERFUL PRESENTATIONS
Lecturer • increased confidence when presenting and reduced nervousness
Judi Geisler BA ACA • greater impact and a better impression
Partner, Aptus Training Consultants • increased persuasiveness
• more effective preparation of your presentation
CPD UNITS 4 • ability to avoid death by PowerPoint.
Key features
• determining objectives for your presentation
• researching your audience and adapting your presentation
• using visual aids
• checking the logistics
• making a good start and a stunning finish
• getting your message across
• handling questions.
82
SEMINAR C – Dates and location

MANAGING AND PARTICIPATING IN MEETINGS 23 June (09.30 – 13.00), London
• increased value gained from participating in meetings Lecturer
• greater impact and more influence Judi Geisler BA ACA
• skills to build your own reputation when participating in meetings Partner, Aptus Training Consultants
• improved ability to make points effectively
• improved quality of output from meetings CPD UNITS 4
• reduction of time wasted in meetings
• improved reputation of company in meetings with third parties.
Key features
• essential preparation before the meeting
• influencing the agenda
• making an impact non-verbally
• techniques to raise your profile and improve your reputation
• asking the right questions
• making points effectively
• shaping the action plan.
SEMINAR D – Dates and location

IMPROVING YOUR PROJECT MANAGEMENT 23 June (14.00 – 17.30), London
• increased clarity on your own role and those of other key stakeholders Lecturer
• improved understanding and management of key risk areas in projects Judi Geisler BA ACA
• greater confidence in your own ability to manage complex projects Partner, Aptus Training Consultants
• enhanced skills for managing team members
• reduced exposure of your organisation to unidentified or unmanaged CPD UNITS 4
project risks
• more high-quality projects delivered on time and within budget
• managers who are capable of multi-tasking. Book your
the resident place on
ial update
Key features and get 21 CPD
See page 74 units
• the role of the project leader fo
r more inform
ation
• setting the scope and agreeing objectives
• managing key risks
• managing expectations
• working as a team
• high-level planning
• establishing milestones and deliverables
• monitoring progress
• reviewing performance.
DIRECTORY OF COURSES MANAGEMENT

IN-DEPTH COURSES
AND PERSONAL 83
05
Dates and location SEMINAR E –
ESSENTIAL BUSINESS SKILLS
24 June (09.30 – 13.00), London Working effectively in teams

Lecturer • increased ability to work harmoniously with your work colleagues
Tony Bray • greater understanding of how you contribute to your team’s success
Partner, Aquarius International • awareness of the informal roles you adopt within your team and how
they are valued
CPD UNITS 4 • greater ability to establish and build effective working relationships
• ability to say ‘no’ gracefully without damaging relationships
• confidence to confront unhelpful behaviour in a positive way.
Key features
• difference between groups and teams
• the Belbin team roles model
• understanding how your colleagues like to communicate
• diffuse difficult situations
• saying ‘no’ gracefully
• reach consensus
• sharing knowledge and expertise.
Dates and location SEMINAR F –

24 June (14.00 – 17.30), London PROBLEM SOLVING
Lecturer • ability to think ‘outside the box’
Tony Bray • creative solutions to existing problems
Partner, Aquarius International • easy-to-follow steps and models to help you develop workable
solutions to new or familiar problems.
CPD UNITS 4
Key features
• overcoming barriers to creative thinking
• four-step structure for effective problem solving
• exploring different approaches to free up the mind
• Edward de Bono’s ‘Six Thinking Hats’
• developing tools and techniques
• practical exercises using creative techniques on delegates’ own work
problems.
84
to book
book anyyour
six seminars
place email
andprofessionalcourses@uk.accaglobal.com
or call 020 7059 5910
SEMINAR A – Dates and location
ESSENTIAL MANAGEMENT SKILLS

THE EXCEPTIONAL DELEGATOR 14 July (09.30 – 13.00), London
• greater confidence in the act of delegation Lecturer
• more time to add more personal value Ingle Dawson BA ACA
• quicker and more consistent building of capability amongst direct Director, IDG Limited
reports
• fewer corrections, resulting in improved quality CPD UNITS 4
• improved morale and team motivation.
Key features
• time, delegation and personal leverage
• why we don’t delegate (and why and when we should)
• barriers to effective delegation
• critical success factors
• finding the ‘investment time’ to show people how
• giving genuinely constructive and effective feedback
• how to accelerate people up their competence curve
• what to do when they ‘just don’t get it’
• getting the interpersonal bits right – briefing, monitoring and feedback
• matching your delegation approach to the needs of the task and the
individual.
SEMINAR B – Dates and location

MOTIVATING INDIVIDUALS AND TEAMS 14 July (14.00 – 17.30), London
• ability to identify and harness the motivation of different people Lecturer
• improved ability to generate ‘discretionary effort’ Ingle Dawson BA ACA
• enhanced staff morale and reduced turnover Director, IDG Limited
• greater effectiveness in maintaining motivation over the medium and
long term. CPD UNITS 4
Key features
• identifying individual work values and preferences Design your
ow
• aligning individual motivation and team/departmental goals schedule by n learning
m
• me on a bad day – how my team see and experience me matching be ixing and
tween the
• the behaviours and language that trigger motivation three program
mes
– and those that don’t!
• maintaining motivation when we’re all under pressure
• motivating ‘disaffected followers’
• creating and retaining a sense of belonging
• helping people to help themselves
• looking longer term – avoiding short-term fixes and ‘knee-jerk’
reactions
• motivating yourself to do things differently.

05
Dates and location SEMINAR C –
ESSENTIAL MANAGEMENT SKILLS
15 July (09.30 – 13.00), London DELIVERING TEAM POTENTIAL

Lecturer • clearer insight into the keys to successful teamworking
Ingle Dawson BA ACA • enhanced ability to provide appropriate leadership
Director, IDG Limited • techniques to encourage collaborative working and greater collective
responsibility
CPD UNITS 4 • a more rewarding and productive team environment.
Key features
• characteristics of outstanding teams
• when is a team not a team?
• balancing the needs of task, team and individual
• stages of team development
• qualities of effective leadership
• promoting appropriate followership
• managing project and inter-departmental teams
• creating a positive team climate
• making it work in practice.
Dates and location SEMINAR D –

15 July (14.00 – 17.30), London MANAGING FOR PEAK PERFORMANCE
Lecturer • identification of key issues associated with performance management
Ingle Dawson BA ACA • improved individual and therefore team performance
Director, IDG Limited • ability to spend ‘people management’ time more effectively and with
clearer benefits
CPD UNITS 4 • enhanced reputation for successful people management.
Key features
• how are we doing – understanding the real scope for improvement
• keys to managing intellectual capital
• how will they be judged – giving people real clarity of objectives
• giving the appraisal process life and meaning
• addressing underperformance and the poor performer
• getting people to commit to change
• performance coaching in a time pressured world
• managing the strong performer:
– ensuring that you find the time
– identifying development needs
– challenging people to stretch themselves
– converting good to excellent
• translating ‘people management’ good intentions into structures and
sustainable action.
86
SEMINAR E – Dates and location

DELIVERING AND MANAGING CHANGE 16 July (09.30 – 13.00), London
• greater understanding of the impact of change on managers and Lecturer
their teams Ingle Dawson BA ACA
• insights into the causes of ‘change failure’ Director, IDG Limited
• practical approaches to a range of change situations
• enhanced ability to lead yourself and others through periods of change CPD UNITS 4
• improved self-confidence when acting as a ‘change agent’ for your
organisation.
Key features
• when change fails – lessons from the wider world
• successful and sustainable change – critical success factors
• why people resist change, and what this means for managers
• managing individual attitudes to change: dealing with poor
commitment and under-performance
• keeping the ‘show on the road’ – maintaining performance, quality and
customer service during organisational change
• communication problems during change
• the manager as key communicator – consulting, listening and briefing
• leadership behaviours during change and uncertainty
• bringing it all together – the manager as change agent: clarifying
behaviours, responsibilities, communication channels.
SEMINAR F – Dates and location

CONFLICT MANAGEMENT 16 July (14.00 – 17.30), London
• understanding of why interpersonal conflict arises – and its impact on Lecturer
yourself and others Ingle Dawson BA ACA
• ability to pre-empt conflict by recognising early warning signs Director, IDG Limited
• confidence to tackle rather than avoid difficult issues
• a range of approaches to resolve conflicts CPD UNITS 4
• realistic ways to deal with entrenched problems that don’t respond to
day-to-day interventions
• understanding of the impact that personal style has on others – Why not choo
and the ability to change your behaviour accordingly. date and locase your own
ur choice?
See page 59
Key features for details
• sources of conflict at work – and typical responses
• self-diagnosis – personal traps and habits
• heightening personal awareness – recognising the signs in others
• conflict resolution strategies
• matching the approach to the situation
• developing flexibility – responding to different behaviours and styles
• handling emotion in conflicts – yours and theirs
• interpersonal behaviours in conflict – do’s and don’ts
• managing your personal brand.

05
Dates and location EXCEPTIONAL PRESENTATION SKILLS
additional COURSES
7 July (09.15 – 17.00), London FOR THE FINANCE FUNCTION

Presentations give us a wonderful opportunity to grab people’s attention,
Lecturer captivate their hearts and minds, and inspire and motivate them into
Margaret Zuppinger thoughts and actions they might never before have considered. An average
Principal Training Consultant presentation will not, cannot, achieve that; however, by using simple,
Margaret Zuppinger Partnership Ltd compelling strategies, an exceptional one will.

£480 • renewed confidence and composure
• a personal style, and presentation structure
CPD UNITS 8 • clarity about what you have to offer to your clients
• understanding of the added value you bring to your presentation.
Key features
• how to create the right impression, first time, every time
• increased confidence in influencing your listeners with power and
presence
• be yourself whilst you present – using yourself as your best
presentation tool
• know your audience
• how to make your delivery dynamically your own
• introduction to the 4i Strategy
• using technology to enhance your presentations, not dominate them
• opportunities for you to present and receive quality feedback.
Who should attend?

Professionals working within the finance sector who need to get their
ideas across with authority and clarity, to inspire thought and action in any
audience they deliver to.
Dates and location SPEEDING THROUGH YOUR PAPERWORK

1 April (09.30 – 13.00), London
8 September (09.30 – 13.00), London As the level of available information in the world increases, the ability
to absorb it efficiently has become more and more vital to personal
Lecturer productivity and success. The people who are achieving serious success
Di McLanachan BA today are those who can quickly read, process and apply large quantities
Managing Director, Learning Curves of relevant information from reports, books, magazines, newspapers and
Personal Development Ltd the internet. This course covers techniques that will enable you to easily
double your reading speed without any reduction of comprehension.
Fee
£260 What will I get out of this?
• a new and faster way of reading
CPD UNITS 4 • techniques for reducing eye strain when reading
• reduction of time needed to read documents
• more time in the working week.
Key features
• reading speed checked at beginning of the course and again at the
end, normally a 100% improvement is achieved
• factors that slow down and speed up reading
• creating the optimal ‘reading state’
• the effect of music on reading, comprehension and memory
• overview of material to understand structure and content
• displacing myths and limiting beliefs about reading.
Who should attend?

Anyone who feels overwhelmed by the amount of written material they
face each day.
88
NEW UNDERSTANDING AND MANAGING PEOPLE RISK DATES AND LOCATION

6 May (09.15 – 17.00), London
One of the keys to success in business is to have an engaged and 6 November (09.15 – 17.00), London
committed workforce. This course will analyse the crucial areas of ‘people
risk’ faced by all businesses, and give you some tools and techniques to Lecturer
better manage them in the future, thereby adding value to your business Stephen Giles MA (Oxon) ACA
Partner, Highview Consultants
• understanding of the key components of people risk – Fee
incompetence, corruption and negligence £480
• awareness of how to improve performance in all three areas
• behavioural ‘red flags’ around fraud and corruption CPD UNITS 8
• knowledge of the Gallup ‘Q.12’ database and how to use its findings
to improve employee engagement.
KEY FEATURES
• modern frameworks and techniques – CoCo model and Gallup
research results
• consequences of failure to address people risk
• fraud prevention plan and the key anti-fraud controls
• examples of employee ethics surveys
• codes of conduct – workplace deviation exercise and discussion
• Gallup ‘Q.12’ questionnaire
• anti-fraud and ethics policies.
WHO SHOULD ATTEND?

Risk managers, internal auditors, HR officers, team leaders and anyone
responsible for managing people.
Numbers are
limited, so bo
early to secu ok
re your place

06
Improve your I.T. literacy with our range of courses,
brought to you by PASS Training Ltd
I.T. TRAINING
COURSES
06
I.T. TRAINING COURSES
Courses are hands-on and each delegate CONTENTS

has exclusive use of a computer throughout.
Numbers are restricted to 8 delegates in 93 Introduction to Access
order to maximise the benefit to you and 93 Intermediate Access and Advanced Access
allow for your individual questions. From 94 Intermediate Excel
basic to advanced level tuition, these 94 Advanced Excel
courses will enhance your knowledge and 95 Excel: Data Analysis
build your confidence. The courses are very 95 Sage 50 for Accountants
practical and are specifically designed to 96 Advanced Powerpoint
provide you with techniques that will make 96 Microsoft Project – Creating a Project
you more effective in the workplace.
In addition to the courses published here,

there is a wide range of additional courses
available at other levels and in other
software packages. PASS Training Ltd is
also able to provide customised training at
an organisation’s own location. This can
be group-based, one-to-one, or simply
problem-solving at your desk. Please
contact the Professional Courses team on
020 7059 5910 for further information.
92
INTRODUCTION TO ACCESS Dates and location

(DATA MANAGEMENT) 19 January
17 February
Acquire the skills needed to create and use database systems. 19 March
No knowledge of Access is assumed, although a working knowledge of the 14 April
Windows environment would be useful. 18 May
26 June
What will I get out of it? 27 July
• confidence to use the basic features of Access 12 August
• ability to create a simple database system for data entry and 21 September
reporting. 14 October
9 November
Key features 9 December
• introduction to MS Access
• designing a database Please note all sessions run from
• creating a database 09.30 to 16.30 and are held in London
• defining a data store
• modifying field properties Fee
• modifying table structures £220 + VAT (£258.50)
• using other data sources
• table relationships NB This course uses Microsoft software
• modifying records versions 2000-2003. Please ask about
• working with data training in version 2007.
• forms
• simple select queries/reports. CPD UNITS 7
INTERMEDIATE ACCESS and ADVANCED ACCESS Dates and location

(database design parts 1 and 2)
Intermediate: Advanced:
These are two separate one-day courses which can be attended on 20 January 21 January
consecutive days. Learn how to create more sophisticated database 18 February 19 February
systems and enhance your existing skills. A basic working knowledge of 15 April 16 April
Access is assumed. 19 May 20 May
28 July 29 July
What will I get out of it? 13 August 14 August
• improved knowledge of Access 22 September 23 September
• ability to enhance existing database systems 15 October 16 October
• ability to produce automated menu/reporting systems. 10 December 11 December
Key features Please note all sessions run from

Day 1 09.30 to 16.30 and are held in London
• database design
• database normalisation Fee per day
– designing table structures £220 + VAT (£258.50)
– field properties for protection
– table relationships NB This course uses Microsoft software
– queries / advanced queries / action queries versions 2000-2003. Please ask about
– importing, exporting and linking data. training in version 2007.
Day 2 CPD UNITS 7 for each day

• forms
• advanced form design
• Access and the internet
• reports
• advanced report design
• database management tools.
DIRECTORY OF COURSES IN-DEPTH

IT TRAINING
COURSES
COURSES 93
06
Dates and location INTERMEDIATE EXCEL
8 January 7 July
21 January 21 July Discover how to use Excel for more advanced spreadsheet modelling and
10 February 4 August gain an understanding of further useful functions. Prior attendance on the
24 February 18 August Introduction to Excel course or a good working knowledge of Excel and the
10 March 8 September Windows environment is required.
24 March 16 September
7 April 6 October What will I get out of it?
21 April 20 October • further knowledge of spreadsheets
6 May 3 November • ability to enhance existing worksheets
27 May 17 November • understanding of further useful functions.
9 June 2 December
23 June 16 December Key features
• formatting the worksheet
Please note all sessions run from • using styles
09.30 to 16.30 and are held in London • navigating worksheets and workbooks
• using more advanced formulas
Fee • charts and pictures
£220 + VAT (£258.50) • productivity features including protection, auto-correct, spell-checker
and hiding data.
NB This course uses Microsoft software
versions 2000-2003. Please ask about
training in version 2007
CPD UNITS 7
Dates and location ADVANCED EXCEL

9 January 8 July
22 January 22 July Familiarise yourself with the advanced concepts of Excel and learn how to
11 February 5 August use Excel for high-powered spreadsheet modelling. Prior attendance on the
25 February 19 August Intermediate Excel course or an in-depth knowledge of Excel is required.
25 March 17 September What will I get out of it?
8 April 7 October • knowledge of the more powerful features of Excel
22 April 21 October • ability to create more efficient spreadsheets including automating and
7 May 4 November customising workbooks.
28 May 18 November
10 June 3 December Key features
24 June 17 December • custom formatting
• importing and exporting data
Please note all sessions run from • templates and add-ins
09.30 to 16.30 and are held in London. • working with multiple workbooks
• look-up and reference functions
Fee • working with named ranges
£220 + VAT (£258.50) • working with toolbars
• using macros.
CPD UNITS 7
94
EXCEL: DATA ANALYSIS Dates and location

23 January 23 July
Gain an understanding of the advanced features and functions within Excel 12 February 6 August
and discover the advantages of using a powerful electronic spreadsheet. 26 February 20 August
What will I get out of it? 26 March 18 September
• hands-on experience of using the advanced features of Excel to analyse 9 April 8 October
and share spreadsheet data and create spreadsheet databases. 23 April 22 October
8 May 5 November
Key features 29 May 19 November
• auditing a worksheet 11 June 4 December
• working with data lists 25 June 18 December
• data management 9 July
• pivot tables
• using analysis tools Please note all sessions run from
• collaborating with workgroups. 09.30 to 16.30 and are held in London
Fee
£220 + VAT (£258.50)

CPD UNITS 7
SAGE 50 FOR ACCOUNTANTS Dates and location

7 January
This course provides an overview of the key concepts of this package and 13 February
is designed for accountants who are new to the software. 13 March
3 April
What will I get out of it? 13 May
• working knowledge from set-up through to treatment of VAT, 5 June
period-end routines and the production of accounts. 14 July
13 August
Key features 22 September
• basic concepts/key decisions prior to set up 15 October
• opening balances and bank reconciliation 11 November
• customers, suppliers, products and services 11 December
• sales, purchases and cash transactions
• trial balance and producing accounts Please note all sessions run from
• purchase orders and stock control. 09.30 to 17.00 and are held in London
Fee
£265 + VAT (£311.38)
CPD UNITS 8
DIRECTORY OF COURSES IT
IN-DEPTH
TRAINING
COURSES
COURSES 95
06
Dates and location ADVANCED POWERPOINT
28 January
18 February This course is suitable for existing users who want to use the more
5 March advanced features of this software to create slides with greater impact.
3 April Delegates on this course should have a good basic knowledge of
1 May PowerPoint, gained from prior attendance on a ‘PowerPoint Introduction’
2 June course or from a user environment.
17 July
11 August What will I get out of it?
4 September • in-depth knowledge of how to create sophisticated presentations using
2 October some of the advanced features of PowerPoint
11 November • full understanding of PowerPoint tools.
22 December
Key features
Please note all sessions run from • review session
09.30 to 16.30 and are held in London • modifying a presentation
• creating your own template
NB This course uses Microsoft software • working with tables and organisation charts
versions 2000-2003. Please ask about • importing and exporting data
training in version 2007 • delivering an on-screen presentation
• PowerPoint and the web.
Fee
£220 + VAT (£258.50)
CPD UNITS 7
Dates and location MICROSOFT PROJECT – CREATING A PROJECT

5 February
14 April Understand the elements that are essential when planning a project, and
29 June learn how to incorporate these when ‘creating a project’ using Microsoft
30 July Project. No knowledge of Microsoft Project is assumed, although a working
24 September knowledge of the Windows environment would be useful.
26 November
Please note all sessions run from • understanding of the key areas to consider when planning any project
09.30 to 16.30 and are held in London • introduction to Microsoft Project, including how to create a project.
Fee Key features

£240 + VAT (£282) • starting a project
– overview of the planning process
CPD UNITS 7 – defining project information
• task relationships
– linking tasks and observing the critical path
– modifying task relationships
– constraints
• outlining
– organising the task list into an outline
– viewing levels of detail
– using drawing tools
• adding and assigning resources
– creating and assigning a base calendar
– entering and assigning resources
– working with project costs
• analysing the project, including resolving time restrictions
and resource conflicts
• displaying project data
• sorting and filtering data.
96
98 ACCA REALISE / CPD TOOLS
99 EVENTS CALENDAR
103 terms and conditions
105 booking form
THE
SMALL
07
PRINT
97
07
CPD REQUIREMENT PROFESSIONAL DEVELOPMENT MATRIX

ACCA Realise
CPD tools
On 1 January 2005, ACCA introduced a The Professional Development Matrix is an
continuing professional development (CPD) online tool designed to help members evaluate
requirement for members, ACCA Realise. their learning and development needs, prioritise,
This requirement helps ensure that members and plan CPD.
maintain and develop their knowledge and skills
in a transparent and measurable manner. It should help you:
• understand what is expected of you in your
ACCA REALISE present/future role and the activities,
ACCA Realise is designed to achieve numerous knowledge and skills that are important to
objectives, not least of which is to assure you
employers that ACCA members are achieving a • identify knowledge and skills that need to be
global standard of development and approach gained or updated
their work in a responsible and ethical manner. • identify ways that any knowledge and skills
ACCA’s approach to CPD aims to ensure gaps can be filled, and the most suitable
that learning and development are relevant ways to keep up to date.
to members at all stages of their career. The
requirement is flexible and is supported by a Please visit www.accaglobal.com/members/
range of products and services. cpd/learning_opportunities/pdm to use the
Professional Development Matrix or for further
All active members are required to complete information.
CPD. Members can complete CPD by:
• achieving CPD units through the unit route SUPPORTING PROFESSIONAL
• via employee development schemes with DEVELOPMENT
an ACCA Approved Employer – professional A comprehensive range of services and tools has
development been developed to support members in sourcing
• by following another IFAC-member and achieving their CPD. Through our innovative
accountancy body’s CPD scheme, on the approach to development, we continually
condition that membership of the body is review and extend these resources to meet your
held and the scheme is compliant with learning and development needs.
IFAC’s IES 7.
Learning opportunities and resources available
When undertaking CPD through the unit route, through ACCA Realise include:
completion of 40 units of relevant CPD is • an online listing of all ACCA events
required each year, of which 21 units should • e-learning – resources from our partners
be verifiable CPD. Members who meet ACCA’s which include BPP and resources developed
criteria for part-time or semi-retired by ACCA
status may set their own level of achievable • an online knowledge library
verifiable CPD, but must complete at least • ethics resources, incorporating guidance and
19 units of non-verifiable CPD each year. learning tools
Please note that the CPD units listed in this • additional qualifications both from ACCA
directory can only be counted as verifiable and from our key partners
CPD if the subject is relevant to the individual’s • an online evidence recording tool
development. • an online CPD return.
All members are required to make an annual Please visit

CPD declaration by 1 January directly following http://www.accaglobal.com/members/cpd/
the CPD year, and keep evidence of their learning_opportunities/
participation in ACCA Realise. for further information.
98
book now by emailing professionalcourses@uk.accaglobal.com or calling 020 7059 5910
events calendar
Course title Date Course title Date

JANUARY Advanced Excel 25 March

Sage 50 for Accountants 7 January Company Secretarial Practice for PLCs 25 March
Intermediate Excel 8 January P11D 25 March
Advanced Excel 9 January Excel: Data Analysis 26 March
Understanding Regulation and Compliance 14 – 15 January Raising Capital in the Financial Markets 26 March
Introduction to Access (Data Management) 19 January Residential Update for Accountants 26 – 28 March
Intermediate Access (Database Design Part 1) 20 January Expenditure Reduction 27 March
Advanced Access (Database Design Part 2) 21 January Business Performance Turnaround 30 March
Intermediate Excel 21 January Introduction to the Equity Markets 30 March
Advanced Excel 22 January The Nuts and Bolts of Cash Management 31 March
Excel: Data Analysis 23 January APRIL
Advanced PowerPoint 28 January Speeding Through Your Paperwork 1 April
FEBRUARY VAT – Introduction to Land and Property 1 April
Microsoft Project – Creating a Project 5 February Company Law Update 2 April
The Role of the Company Secretary 5 February Advanced PowerPoint 3 April
Intermediate Excel 10 February Sage 50 for Accountants 3 April
Advanced Excel 11 February Effective Boards and Effective Board Committees 6 April
Excel: Data Analysis 12 February Group Accounting under UK GAAP 6 April
Sage 50 for Accountants 13 February Property Tax Reliefs 6 April
Introduction to Access (Data Management) 17 February Intermediate Excel 7 April
Advanced PowerPoint 18 February The Accountant as Strategic Advisor and Influencer 7 April
Intermediate Access (Database Design Part 1) 18 February Advanced Excel 8 April
Advanced Access (Database Design Part 2) 19 February Excel: Data Analysis 9 April
Auditing Projects and Project Risk 19 – 20 February Introduction to Access (Data Management) 14 April
Intermediate Excel 24 February Microsoft Project – Creating a Project 14 April
Spreadsheet Skills for Forecasting, Planning Intermediate Access (Database Design Part 1) 15 April
and Budgeting 24 February Advanced Access (Database Design Part 2) 16 April
Introduction to Information Systems Auditing 24 – 27 February The Evolving Finance Function 16 April
Advanced Excel 25 February Investment and Project Appraisal 17 April
Excel: Data Analysis 26 February Techniques in Valuing a Private Company 17 April
The Balanced Scorecard 27 February The Strategic Management Accountant 17 April
MARCH Advanced Budgeting, Planning and Control 20 April
Advanced PowerPoint 5 March Essential Steps for Effective Whistle-blowing
Intermediate Excel 10 March Processes 20 April
Advanced Excel 11 March VAT and Cross-border Transactions:
Directors and their Duties – the Role and Are You Getting the VAT Right? 20 April
Responsibilities of Company Directors in the UK 11 March Anti-Money Laundering – Essentials 21 April
Excel: Data Analysis 12 March Intermediate Excel 21 April
Sage 50 for Accountants 13 March Advanced Excel 22 April
Introduction to Islamic Finance 17 March Introduction to Derivatives 22 April
The Role of the Company Secretary 18 March Risk at Work: Data Loss Prevention 22 April
Introduction to Access (Data Management) 19 March Essential Development Skills 22 – 24 April
Powering Profitable Growth 19 March Excel: Data Analysis 23 April
Construction Industry Scheme 23 March Fundamentals of Project Finance 24 April
Managers and the Law 23 March A Practical Approach to Private Company Acquisition 27 April
Intermediate Excel 24 March PAYE and Employer Compliance Visits 27 April
The New Internal Audit Standards and Best Practice 24 – 25 March Fraud Update: Investigating Allegations and Crime 28 April
CONTINUED
DIRECTORY OF COURSES THE SMALL PRINT 99

07
Designing Tax-Efficient Remuneration Packages 29 April How to Prevent and Detect Fraud – an Essential
Effective Business Planning 29 April Protection Programme for the Global Downturn 9 June
What’s New in UK Financial Reporting 30 April Intermediate Excel 9 June
Auditing Projects and Project Risk 30 April – 1 May Accounting in the US 10 June
MAY Advanced Excel 10 June
Advanced PowerPoint 1 May Excel: Data Analysis 11 June
Spreadsheet Skills for Forecasting, International Differences in Accounting:
Planning and Budgeting 5 May UK/IFRS/US Comparisons 12 June
Intermediate Excel 6 May Understanding Debt Finance 15 June
Understanding and Managing People Risk 6 May Effective Internal Auditing 15 – 16 June
Corporate Accountants’ Updating Programme 6 – 8 May The Essential Guide to Treasury Security and Controls 16 – 17 June
Advanced Excel 7 May Introduction to Information Systems Auditing 16 – 19 June
Excel: Data Analysis 8 May Building Internal Reputation 17 June
Analysis of Financial Statements 11 May Corporate Accountants’ CPD Conference A 17 June
Business Process Improvement 11 May Essential Business Skills 22 – 24 June
Unified Performance Measurement 12 May Intermediate Excel 23 June
Accounting by Private Companies (SMEs) 13 May Advanced Excel 24 June
Financial and Business Ethics 13 May Excel: Data Analysis 25 June
Sage 50 for Accountants 13 May Introduction to Access (Data Management) 26 June
Advanced Information Systems Auditing 13 – 15 May Reputation – an Asset or a Liability? 26 June
The Role of the Company Secretary 14 May Corporate Accountants’ CPD Conference A 29 June
Financial Modelling 14 – 15 May Microsoft Project – Creating a Project 29 June
Commercial and Consumer Contracts 15 May Finance - the Driving Force in Customer
The Finance Director’s Survival Guide 15 May Relationship Management 30 June
Introduction to Access (Data Management) 18 May JULY
Intermediate Access (Database Design Part 1) 19 May Directors and their Duties – the Role and
Advanced Access (Database Design Part 2) 20 May Responsibilities of Company Directors in the UK 1 July
Corporate Accountants’ CPD Conference A 20 May Spreadsheet Skills for Forecasting,
The Balanced Scorecard 21 May Planning and Budgeting 1 July
Ethical Leadership: Lead, Follow Corporate Accountants’ CPD Conference A 6 July
or Get Out of the Way 27 May Exceptional Presentation Skills for the
Intermediate Excel 27 May Finance Function 7 July
VAT: the Essentials 27 May Intermediate Excel 7 July
Advanced Excel 28 May Advanced Analysis of Financial Statements 8 July
Corporation Tax Update 29 May Advanced Excel 8 July
Excel: Data Analysis 29 May Employment Law Update 9 July
Risk Management and Internal Control 29 May Excel: Data Analysis 9 July
JUNE Sage 50 for Accountants 14 July
Capital Allowances 1 June Essential Management Skills 14 – 16 July
Advanced PowerPoint 2 June What’s New in UK Financial Reporting? 15 July
Fundamentals of Risk Management 2 June Auditing Projects and Project Risk 16 – 17 July
Applied Risk Management 3 June Advanced PowerPoint 17 July
Faster Financial Closing 4 June IFRS – the Basics 20 July
21st Century Management Accounting 4 June The New Internal Audit Standards and Best Practice 20 – 21 July
Sage 50 for Accountants 5 June IFRS – the More Complex Issues 21 July
Building a Business for Sale 8 June Intermediate Excel 21 July
Company Secretarial Practice for PLCs 9 June Advanced Excel 22 July
100
Excel: Data Analysis 23 July Auditing Projects and Project Risk 24 – 25 September
Introduction to Access (Data Management) 27 July Business Performance Turnaround 25 September
Intermediate Access (Database Design Part 1) 28 July Personal Power and Positive Political Influence 25 September
Advanced Access (Database Design Part 2) 29 July Company Law Update 28 September
Microsoft Project – Creating a Project 30 July The Strategic Management Accountant 28 September
AUGUST The Evolving Finance Function 29 September
Intermediate Excel 4 August The Nuts and Bolts of Cash Management 29 September
Advanced Excel 5 August OCTOBER
Excel: Data Analysis 6 August Residential Update for Accountants ?? October
Advanced PowerPoint 11 August Corporate Accountants’ CPD Conference B 1 October
Introduction to Access (Data Management) 12 August PAYE and Employer Compliance Visits 1 October
Intermediate Access (Database Design Part 1) 13 August Advanced PowerPoint 2 October
Sage 50 for Accountants 13 August Business Alignment 2 October
Advanced Access (Database Design Part 2) 14 August International Corporate Treasury Management 2 October
Intermediate Excel 18 August Essential Steps for Effective
Advanced Excel 19 August Whistle-blowing Processes 5 October
Excel: Data Analysis 20 August Risk at Work: Data Loss Prevention 5 October
SEPTEMBER Intermediate Excel 6 October
Advanced PowerPoint 4 September Property Tax Reliefs 6 October
Powering Profitable Growth 7 September Spreadsheet Skills for Forecasting,
Intermediate Excel 8 September Planning and Budgeting 6 October
Speeding Through Your Paperwork 8 September VAT: the Essentials 6 October
Advanced Excel 9 September Corporate Accountants’ Updating Programme 6 – 8 October
Excel: Data Analysis 10 September Advanced Excel 7 October
Group Accounting under UK GAAP 11 September Corporate Accountants’ CPD Conference B 7 October
Corporate Accountants’ CPD Conference B 15 September P11D 7 October
Unified Performance Measurement 15 September Excel: Data Analysis 8 October
Introduction to Information Systems Auditing 15 – 18 September How to Prevent and Detect Fraud – an Essential
Accounting by Private Companies (SMEs) 16 September Protection Programme for the Global Downturn 8 October
Intermediate Excel 16 September The Balanced Scorecard 9 October
Accounting in the US 17 September Capital Allowances 12 October
Advanced Excel 17 September Techniques in Valuing a Private Company 12 October
The Role of the Company Secretary 17 September Financial Modelling 12 – 13 October
Excel: Data Analysis 18 September Advanced Budgeting, Planning and Control 14 October
Introduction to Access (Data Management) 21 September Effective Boards and Effective Board Committees 14 October
Anti-Money Laundering – Essentials 22 September Introduction to Access (Data Management) 14 October
Company Secretarial Practice for PLCs 22 September Financial and Business Ethics 15 October
Intermediate Access (Database Design Part 1) 22 September Intermediate Access (Database Design Part 1) 15 October
Sage 50 for Accountants 22 September Sage 50 for Accountants 15 October
Spreadsheet Skills for Forecasting, Advanced Access (Database Design Part 2) 16 October
Planning and Budgeting 22 September Raising Capital in the Financial Markets 16 October
Advanced Access (Database Design Part 2) 23 September VAT – Introduction to Land and Property 16 October
Corporate Accountants’ CPD Conference B 23 September Expenditure Reduction 19 October
The Accountant as Strategic Advisor and Influencer 23 September New and Emerging Challenges in
Accounting in Germany and France 24 September Corporate Governance 19 October
Faster Financial Closing 24 September Business Law Update 20 October
Microsoft Project – Creating a Project 24 September Intermediate Excel 20 October
CONTINUED

07
Advanced Excel 21 October People and Systems 20 November

Fundamentals of Risk Management 21 October Building a Business for Sale 23 November
Sarbanes-Oxley 21 October Corporate Accountants’ CPD Conference C 23 November
Applied Risk Management 22 October Commercial and Consumer Contracts 24 November
Excel: Data Analysis 22 October Corporate Accountants’ Updating Programme 24 – 26 November
Introduction to Derivatives 23 October Microsoft Project – Creating a Project 26 November
A Practical Approach to Private Company Acquisition 26 October Spreadsheet Skills for Forecasting,
Fundamentals of Project Finance 26 October Planning and Budgeting 26 November
21st Century Management Accounting 27 October The Role of the Company Secretary 26 November
Managers and the Law 27 October Corporation Tax Update 30 November
What’s New in UK Financial Reporting? 28 October Essential Business Skills 30 Nov – 2 Dec
VAT and Cross-border Transactions: DECEMBER
Are You Getting the VAT Right? 29 October Corporate Accountants’ Updating Programme 1 – 3 December
International Differences in Accounting: Intermediate Excel 2 December
UK/IFRS/US Comparisons 30 October Advanced Excel 3 December
Investment and Project Appraisal 30 October Corporate Accountants’ CPD Conference C 3 December
NOVEMBER Auditing Projects and Project Risk 3 – 4 December
Directors and their Duties – the Role and Excel: Data Analysis 4 December
Responsibilities of Company Directors in the UK 3 November International Tax Planning 4 December
Intermediate Excel 3 November Naming Elephants – Uncovering the Real Issues 4 December
Advanced Excel 4 November Advanced Analysis of Financial Statements 7 December
Excel: Data Analysis 5 November Writing the Annual Report 7 December
Faster Financial Closing 5 November Essential Management Skills 8 – 10 December
Effective Internal Auditing 5 – 6 November Introduction to Information Systems Auditing 8 – 11 December
Analysis of Financial Statements 6 November Introduction to Access (Data Management) 9 December
Understanding and Managing People Risk 6 November The Essential Guide to Treasury Security and Controls 9 – 10 December
Introduction to Access (Data Management) 9 November Company Secretarial Practice for PLCs 10 December
Corporate Accountants’ Updating Programme 9 – 11 November Intermediate Access (Database Design Part 1) 10 December
Advanced PowerPoint 11 November Spreadsheet Skills for Forecasting,
Fraud Update: Investigating Allegations and Crime 11 November Planning and Budgeting 10 December
Sage 50 for Accountants 11 November Advanced Access (Database Design Part 2) 11 December
Advanced Information Systems Auditing 11 – 13 November Ethical Leadership: Lead, Follow
Exceptional Presentation Skills or Get Out of the Way 11 December
for the Finance Function 12 November Sage 50 for Accountants 11 December
Corporate Accountants’ CPD Conference C 13 November The Finance Director’s Survival Guide 11 December
Building Internal Reputation 16 November Employment Law Update 14 December
Business Process Improvement 16 November Reputation – an Asset or a Liability? 14 December
Introduction to the Equity Markets 16 November Designing Tax-Efficient Remuneration Packages 15 December
Company Law Update 17 November Finance – the Driving Force in Customer
Intermediate Excel 17 November Relationship Management 16 December
Essential Development Skills 17 – 19 November Intermediate Excel 16 December
Advanced Excel 18 November Advanced Excel 17 December
Company Law Update 18 November Understanding Debt Finance 17 December
Risk Management and Internal Control 18 November Excel: Data Analysis 18 December
The Balanced Scorecard 18 November IFRS - the Basics 21 December
Corporate Accountants’ CPD Conference C 19 November Advanced PowerPoint 22 December
Excel: Data Analysis 19 November IFRS - the More Complex Issues 22 December
Effective Business Planning 20 November
102
HOW TO BOOK ACCA IN-DEPTH COURSES

terms and conditions
Bookings can be made using the form on Half-day – £260

page 105. Please quote reference CS2009/01 One-day – £480
when booking. For prices of our two-day courses please refer to
individual course listings.
• post the booking form to Course Bookings at
the address shown on page 106 For fee details of courses provided by the ACT,
• fax the booking form to Course Bookings on CIM, CIMA Mastercourses, ICSA Training, IIA,
020 7059 5959 PASS Training and SII, please refer to individual
• e-mail professionalcourses@uk.accaglobal. course listings.
com
• call Course Bookings on 020 7059 5910 CORPORATE ACCOUNTANTS’ CPD
– please have your credit card details ready. CONFERENCES
We accept Amex, Mastercard, Visa and Three conferences – £945
Switch. If you are an ACCA member, please Two conferences – £670
have your registration number ready. Individual conference – £345
Individual session – £130
CONFIRMATION
Places on training events are reserved from CORPORATE ACCOUNTANTS’ UPDATING
the receipt of the booking request. To avoid PROGRAMME
duplication, please register your booking only All six seminars – £915
once. Confirmation of bookings will normally be Individual seminar – £190
made within 14 days and will include an invoice.
PAYMENT TERMS DEVELOPMENT TRAINING
Invoices must be settled within 14 days. All six seminars £915
Please note that we require payment in advance Individual seminars £190
of attendance at any of our events; bookings Half-day course £260
made less than 14 days before an event must One-day course £480
be accompanied by a cheque or credit/debit
card payment. Cheques for ACCA and SII EARLY BOOKING DISCOUNTS
events should be made payable to the Certified Spring Update for Accountants
Accountants Educational Trust (CAET). Cheques Full fee – £1380
for all other providers’ courses should be made Discounted fee – £1300 when you
payable to Certified Accountants Educational book before 5 March 2009.
Projects Ltd (CAEP).
JOINING INSTRUCTIONS
FEE GUIDANCE Joining instructions are usually dispatched seven
Please note, ACCA courses run by CAET are working days before the start of an event. If
exempt from VAT. All other courses listed in you have not received your joining instructions
this directory are subject to VAT at 17.5% (with three days prior to the event, please call the
the exception of SII). Fees include all course Professional Courses team on 020 7059 5910.
material, tea, coffee and lunch as appropriate.

07
Terms and conditions
ACCA will not be held responsible for non- Cancellations to discounted bookings:
receipt of joining instructions and refunds will • where three courses have been booked
not be issued under such circumstances. at the discounted rate and attendance at
one is subsequently cancelled, the remaining
WHAT TO WEAR two courses will be charged at the two-
There is no dress code; however, most delegates course package booking rate
choose to wear smart casual clothing. • where two courses have been booked at the
discounted rate and attendance at one is
CERTIFICATES subsequently cancelled, the remaining
Certificates will be issued for attendance at all course will be charged at the usual one-day
courses. These are for your own CPD records. course booking rate.
VENUES IF WE CANCEL
Most London courses organised by ACCA are In the event that we cancel a course, our
held at ACCA’s Head Office at Lincoln’s Inn liability shall be limited to a refund of any course
Fields. Details of venues will be sent in the fees paid. In order to keep costs – and thus fees
joining instructions for all courses. For venue – to a minimum, we reserve the right to cancel
details of courses provided by the ACT, CIMA or reschedule courses without prior notice and
Mastercourses, ICSA Training, IIA, PASS Training to amend or alter published programmes, fees,
and SII, please visit the relevant websites venues and lecturers.
(addresses given below).
*For cancellation details of courses run by the
ACCOMMODATION ACT, CIMA Mastercourses, ICSA Training, IIA,
Courses and seminars are usually non-residential PASS Training and SII, please visit the relevant
(unless otherwise stated). Delegates requiring websites (addresses given below).
accommodation should, therefore, make their
own arrangements. Expotel Hotel Reservations TRANSFERS
offer ACCA participants a free hotel reservation For ACCA† events, cancelled bookings can
booking service for accommodation at a special be transferred to a later course in the current
discounted rate. To make a hotel reservation, schedule (up to December 2009), providing
telephone the Expotel Special Events subsequent courses are not already fully booked.
Department on 020 7372 2001 stating the A fee of £50 will be charged for all transfers.
name of the event you are attending and Notification of transfers should be given, in
the event code ACCA 2009. writing, at least ten full working days before the
start of the originally booked course, otherwise a
SPECIAL REQUESTS transfer may not be possible.
Delegates are asked to notify Professional
Courses at ACCA in writing of any special dietary †
For transfer details of courses run by the
requirements at least ten full working days ACT, CIMA Mastercourses, ICSA Training, IIA,
before the start of the course. PASS Training and SII, please visit the relevant
websites (addresses given below).
CANCELLATIONS
For ACCA* events, cancellations notified in COURSE PROVIDER WEBSITE DETAILS
writing at least ten full working days before the ACT www.treasurers.org
date of the course will be refunded, subject to a
£50 administration fee. All cancellations should CIMA Mastercourses
be notified in writing. Regrettably, because funds www.cimamastercourses.com
are allocated to the course in advance, it is not ICSA Training www.icsatraining.co.uk
possible to refund fees for cancellations notified IIA www.iia.org.uk
less than ten full working days before the start
of the course; a colleague may, however, be PASS Training www.pass.co.uk
substituted. This should also be notified in writing. SII www.sii.org.uk
104
BOOKING FORM
Please quote reference CS2009/01 when booking. This form may be used for the training events detailed in this brochure.
If you wish to book for more than one delegate please photocopy this form. VAT registration number GB 233 3332 02
invoice to:
For the attention of
Company/Firm
Address
Postcode
Tel Fax
E-mail VAT reg. no.
If these details are different from the details held on file for you, please tick if you would like us to update them.
delegate details
If you are an ACCA/AAPA member, please give reg. no.
Mr/Mrs/Miss/other (please specify) Designatory letters

First name Surname
Job title
E-mail (if different from above) Tel (if different from above)
ACCA/AAPA members: please note that joining instructions and all other correspondence will automatically be sent to your
regular mailing address.
Non-members: please complete the section below if you would like joining instructions to be sent to an address different from
the invoice address.
Address
Postcode
Special dietary requirements
Vegetarian Other (please specify)
CONTINUED
DIRECTORY OF COURSES BOOKING FORM 105

07
CONTINUED
(enter discounted
Event Location

Date fee rate if applicable)
Payment Method (tick as appropriate)
Please note, ACCA and SII courses are VAT exempt. All other courses listed in this directory are subject to VAT at 17.5%.
Cheques for ACCA and SII courses should be made payable to CAET. Cheques for all other providers’ courses should be made
payable to CAEP. When making a booking involving ACCA/SII courses and another provider’s course(s), please remit separate
cheques made payable to CAET and CAEP.
I enclose a cheque (made payable to CAET) for £ I enclose a cheque (made payable to CAEP) for £
Please charge to my Mastercard Visa Switch Amex
Account no. Cardholder’s name
Expiry date Switch issue no. Start date
Please invoice The purchase order number/reference is:
I understand that the invoice and delegate details will be passed to the relevant course provider and retained on its database in
order that it can process this booking and that ACCA will also retain this information for regulatory and administrative purposes.
The course provider may wish to use the details given on the form to contact you about relevant products that it offers.
Tick here if you wish to receive these details.
I confirm that I have the authority of my company to incur this expenditure. I understand that invoices must be settled within 14
days or in advance of attendance at the event, whichever is the sooner. I further understand that delegates will be held responsi-
ble for payment of invoices. I have read and accept the terms and conditions.
Signature Date
Please return this form to: Course Bookings, Professional Courses, ACCA UK, 29 Lincoln’s Inn Fields, London WC2A 3EE
or fax to Course Bookings on 020 7059 5959
106
CTA Qualification
The examinations for the Chartered Institute of Taxation qualification are widely recognised as some of
the most demanding professional exams. The qualification therefore commands considerable prestige.
Members of the Institute earn the right to the title ‘Chartered Tax Adviser’ (CTA).
ELIGIBILITY KEY DEADLINES SUMMARY

In order to sit the CTA examination, candidates need to already have May exams November exams
a professional qualification such as ACCA. A full list of recognised Registration: 31 October Registration: 30 April
qualifications can be obtained from the Institute directly: Exam entry: 28 February Exam entry: 31 August
The Chartered Institute of Taxation
Studying Tax with Kaplan Financial
12 Upper Belgrave Street
Our reputation for excellence is a reflection of the outstanding pass rates
London SW1X 8BB
achieved by our students in the CTA Examinations. We offer a choice of
Telephone: 020 7235 9381 flexible study options at many centres across the UK:
Fax: 020 7235 2562 • fully supported distance learning
Website: www.tax.org.uk • modular tuition courses
• revision courses
The New CTA Syllabus • pass guarantee scheme (when enrolling onto our full programme)
The Chartered Institute of Taxation has launched a new syllabus for exams
The options are completely flexible, so if you select the distance learning
sat from May 2009 onwards, with sittings every May and November.
programme and later decide that you would like to attend some of the
Under the new syllabus students will be required to sit four Taxation papers
classroom sessions, you can enrol on modular tuition courses and/or
as follows:
revision courses at a later date.
Advisory paper (2 exams)
Kaplan Financial centres running CTA programmes in 2009 are: London,
Candidates choose two Advisory papers
Birmingham, Bristol, Glasgow, Leeds, Liverpool, Manchester, Newcastle
• Taxation of Owner-Managed Business
and Nottingham.
• Taxation of Individuals
• Inheritance Tax, Trusts and Estates
COSTS AND DURATION
• Advanced Corporation Tax
Distance Learning £1169.13
• VAT (I)*
Modular tuition:
• VAT (II) and other Indirect Taxes*
Advisory (4 days per topic – two topics required) £500 per topic
Awareness paper (1 exam) Awareness (2 days per topic – three topics required) £250 per topic
Candidates choose three topics (these cannot be the same as the Application (2 days per topic – one topic required) £250 per topic
Advisory topics) Revision programme:
• Taxation of Unincorporated Business Advisory (4 days per topic – two topics required) £500 per topic
• Inheritance Tax, Trusts and Estates Awareness (1 day per topic – three topics required) £125 per topic
• Taxation of Individuals Application (2 days per topic – one topic required) £250 per topic
• Corporation Tax Full programme including Pass Guarantee Scheme £4572.93
• VAT Incl. Stamp Taxes
DISCOUNTS
Application and Interaction paper (1 exam)
ACCA members who enrol for 2009 CTA courses via this brochure can
Candidates choose one case study, which should be the same topic as
claim a 15% discount. Please quote reference ACCA3 when booking.
one of their Advisory papers
Discounts are available if you enrol onto the full programme.
• Taxation of Owner-Managed Business
• Taxation of Individuals, Trusts and Estates For more information or to enrol please contact our national tax customer
• Taxation of Companies services team on:
• VAT & Other Indirect Taxes*
Telephone: 020 7520 1189/1125
*not offered by Kaplan Email: taxinfo@kaplan.co.uk
Or visit our website www.kaplanfinancial.co.uk to download a brochure.
In addition to this there will be two one-hour papers on:
Professional Responsibilities and Ethics *distance learning material does not form part of the classroom tuition and
Law will therefore be required by all students

to book...
email the professional courses team on
professionalcourses@uk.accaglobal.com
ACCA UK 29 Lincoln’s Inn Fields London WC2A 3EE tel: 020 7059 5910 fax: 020 7059 5959 uk.accaglobal.com
108

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PROFESSIONAL COURSES

Auditing Advanced Information Systems Auditing 16

Business The Accountant as Strategic Adviser and Influencer 20

Business Culture Building Internal Reputation 25

Company Secretary Company Secretarial Practice for Plcs 29

Finance 21st Century Management Accounting 33

Law and Regulation Anti-Money Laundering – The Essentials 47

DIRECTORY OF COURSES CONTENTS 5

Taxation NEW Capital Allowances 53

IN-COMPANY TRAINING SERVICE 59

Management Accounting Value Management – Fact or Fantasy? 64

Taxation Employee Tax Update 65

03 Corporate Accountants’ CPD Conferences 66

Conference B The Companies Act 2006 – Final Implementation 70

Conference C Corporation Tax Update 71

FINANCIAL AWARENESS FOR NON-FINANCIAL MANAGERS 75

Essential Management The Exceptional Delegator 85

Additional courses Exceptional Presentation Skills for the Finance Function 88

07 The Small Print 97

Terms and Conditions 103

Booking Form 105

DIRECTORY OF COURSES CONTENTS 7

13 May (09.15 – 17.00), London

Who should attend?

Date and location ACCOUNTING IN GERMANY AND FRANCE

Who should attend?

ACCOUNTING IN THE US Dates and location

Key features CPD UNITS 8

Who should attend?

NEW Advanced Analysis of Financial Statements Dates and Location

Who should attend?

DIRECTORY OF COURSES IN-DEPTH COURSES 11

11 May (09.15 – 17.00), London

CPD UNITS 8 What will I get out of it ?

Who should attend?

Dates and location GROUP ACCOUNTING UNDER UK GAAP

Fee What will I get out of it?

Who should attend?

NEW IFRS – THE BASICS Dates and Location

Who should attend?

NEW IFRS – THE MORE COMPLEX ISSUES Dates and Location

What will I get out of it? Fee

Who should attend?

DIRECTORY OF COURSES IN-DEPTH COURSES 13

12 June (09.15 – 17.00), London UK/IFRS/US COMPARISONS

Who should attend?

Dates and location WHAT’S NEW IN UK FINANCIAL REPORTING?

Who Should Attend?

writing the annual REPORT Date and location

Who should attend?

Save £60 whe

DIRECTORY OF COURSES IN-DEPTH COURSES 15

13 – 15 May (09.15 – 17.00), London

WHO SHOULD ATTEND?

Dates and locationS AUDITING PROJECTS AND PROJECT RISK

Who should attend?

EFFECTIVE INTERNAL AUDITING Dates and location

At its conclusion delegates will be able to apply leading edge approaches

What will I get out of it?

DIRECTORY OF COURSES IN-DEPTH COURSES 17

24 – 27 February, London AUDITING (IISA)

Who should attend?

NEW THE NEW INTERNAL AUDIT STANDARDS DATES AND LOCATION