aat.org.uk/cpd2016 · tax and vat payroll and pensions financial accounting management accounting...

aat.org.uk/cpd2016

Boost your skills. Build your knowledge.

Achieve your goals.

M A N A G E M E N T

A C C O U N T I N G

BUSINESSSKILLSPractice

management

CAREER DEVELOPMENT

OverEthics

T A X A N D V A T

Career events rated over 8 out of 10

MASTERCOURSES

new speakers

Financialaccounting

243

HUNDREDS OF ONLINE RESOURCES

20W E B IN A R S

BR ANCHE VEN T S

newtopics

AAT Annual Conference 2016

Tax update events rated over 9 out of 10

PAYROLL AND

PENSIONS

WHAT WILL you discover?At AAT, we’re passionate about one thing: changing lives through learning. Whether you’re one of our students, a developing professional or an experienced fellow member – we’re here to supply the tools and support you need to get ahead in your career.

Take a look through this guide and you’ll see that 2016 has lots in store. We’re holding over 20 new CPD events and webinars with nine new speakers, on exciting topics ranging from employment law tax to leadership skills. We’ve improved our online technical resources and have made them easier for you to access, so you can learn anywhere, anytime. Plus, everything in this guide could count towards your CPD – find out more on pages 63–66.

Boosting your skills could transform your career. You could land a new job, earn a promotion or even start your own business. It’s all in your hands. So join us at an event, try our online resources and see what you discover.

5Find your route to success

9Tax and VAT

21Payroll and pensions

27Financial accounting

33Management accounting

35AAT Annual Conference

39Business skills

47Practice management

53Career development

59Ethics

61FMAAT Premium

63CPD explained

67Event information

70Booking conditions

71Make the most of your membership

3 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 4Professional development guide 2016 | Contents

http://aat.org.uk/cpd2015

I prefer to…...learn online

This year we’re offering more webinars than ever before, with topics ranging from e-trading to forensic accounting. You can choose to listen live or catch up with the webinar recording at a time that suits you. You can also brush up your technical knowledge and develop your soft skills with our online CPD resources.

...learn locally

We have 48 AAT branches across the UK, which are running over 200 free events during 2016. See what’s taking place in your area and get involved – you could even become a branch volunteer.

We also provide free Connect events in areas not covered by our branch network. They cover a mixture of topics to help you meet your CPD needs.

...learn with a large group

Our mastercourses are held in major cities across the UK and cover a wide range of financial topics. They’re a great way to meet other professionals while gaining top quality CPD.

I am......new to the finance industry

If you’re looking to land a role in finance, our career events and online resources are a great place to start. You’ll get practical advice on building your CV, interview techniques and hear top tips from recruiters and career experts.

Networking is also key to progressing in your career. Make new contacts at a local branch event or on the AAT Discussion forums.

...an accounting professional

Our mastercourses are delivered by expert speakers and cover key technical updates.

Our free branch events also cover a wide range of topics and give you the chance to discuss ideas with other local members. If you’re a fellow member, you can also network at our annual FMAAT Premium event.

...managing my own practice

Whether you’re a new or established member in practice, our practice management sessions could help you run your business more successfully. Our mastercourses will also ensure you’re up to date on the latest industry changes and help you build your knowledge.

FIND YOUR route to success

I want to…...improve my technical knowledge

Attending our mastercourses and webinars will ensure you’re always up to speed on industry trends. You can also test and refresh your knowledge with our range of online CPD resources and learn at a time and place to suit you.

...get career advice and widen my skills

Whether you’re looking to launch your career, make your next career move or improve your skills, our career events and online tools will help you on a path to job satisfaction.

We’ve also partnered with the Chartered Management Institute (CMI) to introduce a range of brand new events to help you develop your business skills.

...stay on top of industry news

Reading articles on AAT Comment, browsing your Accounting Technician magazine and checking your monthly newsletters is a great way to stay up to date. We also live-tweet important events such as the UK Budget – follow @YourAAT on Twitter to join the conversation.

AAT Annual Conference

As a busy professional, we know your time is precious. If you just have time for one event this year, make sure it’s the AAT Annual Conference. Choose from over 20 workshops from expert speakers and network with 300 professionals at our largest and most popular event of the year. Find out more on pages 35–38.

Career event

Online resources

Branch event

Mastercourse

FMAAT Premium event

Practice management event

Webinar

Connect event

Business skills event

5 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 6Professional development guide 2016 | Find your route to success


EVENTS and resources

8Professional development guide 2016 | Events and resources7 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456


Business and corporation tax New

New for 2016, this mastercourse will focus on the taxation of owner-managed businesses. It will follow the lifecycle of the business from its initial creation to its ultimate sale and succession, and will explain how reliefs can be maximised. Themes include:

• raising finance

• changing business structure

• introducing your employees into the business.

Presenter Date Time LocationMember

price

Non member

pricePaula Tallon and Paul Howard

Wednesday 7 September

Full day London £200 £400

TAX and VATOur events and resources cover all aspects of UK tax provision. There are also six brand new webinars on topics including e-trading and capital gains tax reliefs, helping you to stay on top of the latest regulations.

CPD events and webinars

AAT Tax update

Rated over 9 out of 10 by attendees in 2015, these interactive mastercourses will review the changes from the 2015 Autumn Statement and 2016 UK Budget announcements. You’ll learn about a range of tax issues that can affect your clients on a daily basis, including personal and business tax, capital allowances and taxation, VAT and tax administration problem areas.


price

Non member

priceMichael Steed Friday

15 AprilFull day Ipswich £200 £400

Saturday 16 April


Wednesday 20 April

Full day Nottingham £200 £400

Thursday 21 April

Full day Birmingham £200 £400

Tuesday 26 April

Full day Exeter £200 £400

Wednesday 27 April

Full day Bristol £200 £400

Friday 29 April


Wednesday 11 May

Full day Southampton £200 £400

Friday 13 May

Full day Manchester £200 £400

Saturday 14 May

Full day York £200 £400

Tax and VAT Practice managementManagement accounting EthicsPayroll and pensions Financial accounting Career developmentBusiness skills

“ IT WAS AN EXCELLENT PRESENTATION COVERING TOPICAL ISSUES, WITH THE RIGHT BALANCE OF TECHNICAL INFORMATION AND INJECTION OF HUMOUR.” Diana Cornford FMAAT, DSC Accountancy Services AAT Tax update attendee

9 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 10Professional development guide 2016 | Events and resources | Tax and VAT


Tax efficient remuneration for directors and senior employees

New

Labour costs in the UK are high. Employers need to reward employees in the most tax efficient ways to control costs, yet ensure the employee feels valued. This webinar will review many of the hidden exemptions and incentives in UK tax legislation and explore how it makes commercial sense to use them.

Presenter Date Time Member priceDerek Allen Tuesday 23 February Lunchtime Free

E-trading New

In tax terms, the difference between someone exercising a hobby and someone trading can be enormous. The difference may not be just the tax and the National Insurance contributions, but also interest, penalties and damage to reputation. This webinar is designed to help identify when a trading activity occurs, the case law that addresses the badges of trade, and the common forms of modern trading including car boot sales and e-trading using online market forums.

Presenter Date Time Member priceDerek Allen Wednesday 18 May Lunchtime Free

Sharpen your tax skills – ATT and AAT joint event

Delivered by Michael Steed, these popular autumn mastercourses are the ideal opportunity to discuss the complex, practical areas of tax that affect your clients and employers. You’ll cover a selection of topical tax issues, including business tax, capital taxation and property issues, which are presented in a clear, concise format to ensure you leave feeling confident and informed.

All attendees will also receive access to Michael’s round-up podcast, which will cover the main themes and queries discussed during the series, free of charge.


price

Non member

priceMichael Steed Saturday

1 OctoberFull day London £200 £400

Saturday 8 October

Full day Southampton £200 £400

Saturday 15 October


Saturday 22 October

Full day Exeter £200 £400

Wednesday 9 November


Saturday 12 November

Full day Manchester £200 £400

Budget and tax update

Attending a Connect event gives you the chance to network with members in your area while gaining an important Budget update. The session will be workshop style and will also feature a Q&A, so you can get the most out of the event.


price

Non member

priceGary Brothers Saturday

23 AprilHalf day Peterborough Free Free


“ GREAT VALUE FOR MONEY CPD.” Stephen Worth FMAAT, Worth AccountantsAAT Tax update attendee



Capital gains tax reliefs New

Individuals often find capital gains tax (CGT) quite punitive, especially since indexation has been abolished. Deferring or sheltering a gain involves careful planning, and this webinar will look at CGT planning and reliefs.

Presenter Date Time Member priceDerek Allen Thursday 15 September Lunchtime Free

Personal (income) tax New

This new webinar focuses on personal tax issues affecting individuals. It will cover recent changes within the Finance Act 2016 as well as the effect of changes announced in 2015 that will shortly come into effect. Key areas covered include:

• income tax on property and dividends

• capital gains tax reliefs

• non-domiciled individuals.

Presenter Date Time Member priceKevin Offer Wednesday 21 September Lunchtime Free – also available

to ATT members

VAT update New

Learn about the changes to regulations, trends and opportunities in VAT management by joining this essential new webinar. The session will cover:

• changes to VAT regulations and interpretation of legislation by the courts

• latest and emerging trends and the changes associated with them

• challenges and opportunities facing businesses of all sizes.

Presenter Date Time Member priceVaughn Chown Wednesday 5 October Lunchtime Free – also available

to ATT members

Employment law tax New

This webinar is new for 2016 and will focus on employee equity and tax efficient HMRC approved schemes. By joining this free session, you’ll learn more about:

• HMRC approved plans

• valuation approach

• the options you can explore when approved plans are not available.

Presenter Date Time Member priceThomas Dalby Wednesday 26 October Lunchtime Free – also available

to ATT members



“ THIS EVENT WAS SO MUCH MORE THAN A CPD EVENT. I ACTUALLY GOT TWO NEW CLIENTS AND SET UP A STRATEGIC ALLIANCE WITH ONE OTHER.” Alison Harrison FMAAT, Harmonea LimitedAAT Tax update attendee


Paul Howard | Gabelle LLP

Paul Howard is a Director at Gabelle LLP. He is a chartered accountant and a chartered tax advisor with 25 years in the profession, working for medium-sized accountancy firms where he specialised in tax issues affecting owner-managed businesses, the owners and their families and covered a very wide range of issues. He has been advising accountants for over 10 years and during that time has made regular appearances on the lecturing circuit as well as writing for the professional press.

Kevin Offer | Gabelle LLP

Kevin Offer is a Partner at Gabelle LLP. He is a chartered tax advisor and a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW). Kevin specialises in private client tax and has a particular interest in the taxation of high net-worth individuals, sportsmen and entertainers. He is also a member of the International Tax Planning Association, the International Taxation of Entertainers Group, the VAT Practitioners Group, and a freeman of the Worshipful Company of Tax Advisers.

Michael Steed MA(Cantab) CTA (Fellow) ATT(Fellow) MAAT

Michael is a Cambridge graduate and a chartered tax advisor who has advised individuals and businesses for over 25 years on a wide range of tax issues. He is the President of the Association of Taxation Technicians (ATT) and a specialist presenter for Kaplan Hawksmere, lecturing on tax, commercial awareness and personal development. Michael is also a tax editor for CCH.

Paula Tallon | Gabelle LLP

Paula Tallon is Managing Partner of Gabelle LLP. A chartered accountant and chartered tax advisor with an Advanced Diploma in International Tax, she has spent almost 20 years advising on tax. She has a broad range of tax expertise with particular emphasis on owner-managed businesses. Her areas of interest include property taxes, entrepreneurs’ relief, business reorganisations and reconstructions, employment related securities and venture capital schemes. Paula also regularly writes and lectures on tax issues.

Presenters

Derek Allen

Derek was the Institute of Chartered Accountants of Scotland (ICAS) Director of Taxation for 28 years, responsible for designing courses for students and members and involved in most major consultations and developments initiated by HMRC. He has lectured extensively on many topics and believes that tax is a cost that needs to be managed, but that legitimate tax planning to achieve commercial objectives is prudent and acceptable.

Gary Brothers | Independent Tax

Independent Tax has extensive experience as senior tax inspectors within HMRC, as well as time spent in practice advising businesses and individuals on their tax affairs and HMRC regulatory issues. Prior to joining the profession, Gary was a senior investigating Inspector of Taxes in HMRC for 16 years.

Vaughn Chown | Gabelle LLP

Vaughn Chown is a Partner at Gabelle LLP. He is an associate of the Institute of Indirect Taxation (IIT) and has 30 years’ professional experience, specialising in VAT. Vaughn spent nine years as a senior officer with HMRC and has represented many cases in the VAT Tribunal including take away food, mixed and multiple supplies, VAT liabilities and VAT bad debt relief. He regularly lectures on all aspects of VAT.

Thomas Dalby | Gabelle LLP

Thomas Dalby is an Associate Director at Gabelle LLP. He is a barrister and chartered tax advisor with nearly 18 years in the profession. Prior to joining Gabelle, Thomas worked at Deloitte where, for the last 14 years, he was a member of the specialist Employer Consulting and Opportunities team advising clients ranging from FTSE 100 multinationals, established family companies to start-ups on employee reward structures. He has extensive experience in dealing with employee benefit trusts, including advising clients on mitigating their exposure to tax under the disguised remuneration rules and negotiating settlements with HMRC.




Region Branch Event name Date Time Location

South Bournemouth and Poole

VAT update March 18.30 for 19.00

Bournemouth


Budget update Wednesday 13 April

18.30 for 19.00

Bournemouth

South North Hampshire Budget update Thursday 21 April

18.30 for 19.00

Basingstoke

South South Hampshire Budget update Tuesday 12 April

19.00 for 19.30

Fareham

South Sussex Tax update Wednesday 21 September

18.30 for 19.00

Shoreham-by-Sea

South East East Kent Corporation and Inheritance tax

Saturday 19 March

08.30 for 09.00

Canterbury

South East East Kent Budget update Thursday 21 April

18.30 for 19.00

Canterbury

South East East Surrey 2016 Budget and taxation update

Tuesday 19 April

18.00 for 18.30

Croydon

South East East Surrey Inheritance tax and wills

Tuesday 14 June

18.00 for 18.30

Croydon

South East London Budget 2016 Thursday 14 April

18.00 for 18.45

Canada Water

South East London Wills and IHT planning Thursday 23 June

18.00 for 18.45

Canada Water

South East London R&D tax credits Thursday 17 November

18.00 for 18.45

Canada Water

South East North West London

Budget update March 18.15 for 18.45

Harrow


Dealing with HMRC – know your rights

Wednesday 20 April

18.30 for 19.00

Harrow


Tax implications of transactions between Directors and their company

Tuesday 14 June

18.30 for 19.00

Harrow

South East West London Budget update Wednesday 13 April

19.00 for 19.30

Ealing

South East West Surrey Topical tax matters Tuesday 23 February

19.00 for 19.30

Guildford

South East West Surrey Budget update Thursday 14 April

19.00 for 19.30

Guildford

South West Cornwall Budget update May 09.00 for 09.45

Fraddon

South West Plymouth Budget update Tuesday 10 May

18.15 for 19.00

Plymouth

South West Plymouth VAT update Tuesday 14 June

18.15 for 19.00

Plymouth

Thames Valley Berkshire VAT update Tuesday 15 March

19.00 for 19.30

Reading

Thames Valley Hertfordshire and Chiltern

Budget update Tuesday 19 April

19.00 for 19.30

Hemel Hempstead

Thames Valley Milton Keynes and Bedford

Budget update April 18.30 for 19.00

Newport Pagnell

Thames Valley Northampton Budget update Tuesday 17 May

18.30 for 19.00

Northampton

Branch events


East Anglia Cambridge Budget update Thursday 21 April

18.30 for 19.00

Cambridge

East Anglia Suffolk Budget update Wednesday 20 April

18.30 for 19.00

Suffolk

East Anglia Suffolk VAT update Wednesday 15 June

18.30 for 19.00

Suffolk

East Midlands Derby Buy to let June 18.00 for 18.30

Derby

East Midlands Leicestershire Budget update Wednesday 27 April

18.00 for 18.30

Leicester

East Midlands Leicestershire Wills, trusts and probate

Wednesday 12 October

18.00 for 18.30

Leicester

East Midlands Lincolnshire Budget update Monday 18 April

18.45 for 19.00

Lincoln

East Midlands Nottinghamshire Budget update April 18.30 for 19.00

Nottingham

East Midlands Nottinghamshire Tax planning Thursday 22 September

18.30 for 19.00

Nottingham

East Midlands Sheffield Budget update Wednesday 13 April

18.00 for 18.30

Sheffield

North East North Yorkshire Budget update Thursday 21 April

18.15 for 18.45

York

North East Tyne and Wear Budget update Thursday 5 May

18.00 for 18.30

Newcastle upon Tyne

North East West Yorkshire Inheritance tax Tuesday 16 February

18.00 for 18.30

Leeds

North West Cheshire and Staffordshire

Budget update Wednesday 13 April

18.30 for 19.00

Crewe

North West Cumbria Taxation update Saturday 27 February

09.30 for 10.00

Carlisle

North West Cumbria Capital gains tax Saturday 22 October

09.30 for 10.00

Kendal

North West Cumbria VAT update Saturday 19 November

09.30 for 10.00

Carlisle

North West Isle of Man UK tax update Saturday 7 May

09.00 for 09.30

Douglas

North West Isle of Man Manx income tax update


18.15 for 18.30

Douglas

North West Lancashire VAT update Tuesday 15 March

18.30 for 19.15

Leyland

North West Lancashire Budget update Wednesday 20 April

18.30 for 19.15

Leyland

North West Manchester Finance Act 2016 Thursday 20 October

18.30 for 19.00

Manchester




Further your learning

Tax e-learning

Our tax e-learning will help to improve your knowledge and understanding on a range of topics, from corporation tax essentials to VAT. E-learning provides practical CPD and can be accessed at any time – so you can fit it around your other commitments.

Access our tax e-learning at aat.org.uk/cpd

Tax podcasts

Download our monthly tax podcasts and stay up to date while you’re on the go. They cover a wide range of topical tax issues and are free to download.

Download the latest podcasts at aat.org.uk/cpd


Thames Valley Northampton Business tax – joint event with ACCA

Thursday 15 September

18.30 for 19.00

Northampton

Thames Valley Oxford Topical VAT issues Monday 17 October

18.00 for 18.30

Oxford

West Midlands Birmingham Budget update Tuesday 12 April

18.15 for 18.45

Birmingham

West Midlands Hereford and Worcester

Budget update Saturday 16 April

09.30 for 10.00

Hereford

West Midlands Shrewsbury Budget update Saturday 23 April

09.30 for 10.00

Shrewsbury

West Midlands Warwickshire Budget update Wednesday 20 April

19.00 for 19.30

Leamington Spa

West Midlands Warwickshire Inheritance tax Wednesday 18 May

19.00 for 19.30

Leamington Spa

West Midlands Wolverhampton Budget update Wednesday 20 April

18.30 for 19.00

Dudley

West of England and South Wales

Bristol Wills, trusts and inheritance tax

Saturday 20 February

09.00 for 09.45

Bristol


Bristol Budget update Saturday 16 April

09.00 for 09.45

Bristol


Gloucestershire Budget update Thursday 19 April

19.00 for 19.30

Gloucester


Somerset Tax update Thursday 15 September

18.30 for 19.00

Bridgwater


Swindon Budget update Saturday 16 April

09.30 for 10.00

Swindon


Swindon VAT update Saturday 19 November

09.30 for 10.00

Swindon




PAYROLL and pensionsWith small and medium sized businesses enrolling into pension schemes and other significant changes to payroll processing, anyone working with payroll needs to keep up to date on these changes to effectively advise their client or employer. Choose from our popular joint events with the Chartered Institute of Payroll Professionals (CIPP), an insightful breakfast briefing from The Pensions Regulator and over 40 branch events.

CPD events

Payroll and pensions update – CIPP and AAT joint event

These sessions will give an update on the forthcoming changes in payroll and pensions legislation that affect both those in practice and business. They will cover:

• employer obligations

• salary sacrifice, shared parental pay and leave and holiday pay

• issues to consider when evaluating the level of support agents are able to provide.


price

Non member

priceVarious speakers

Wednesday 3 February

Half day Manchester £60.00 £120.00

Tuesday 15 March

Half day London £60.00 £120.00

Thursday 27 October

Half day London £60.00 £120.00

Tuesday 6 December

Half day Birmingham £60.00 £120.00

“ Don’t be frightened to learn about non-accounting subjects. HR, auto enrolment and pensions generally overlap more and more with the work that accounting and tax professionals deal with.”

Tim Birkett FMAAT Birkett Ferguson Associates


21 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 22Professional development guide 2016 | Events and resources | Payroll and pensions


Branch events


East Anglia Cambridge Auto enrolment for small businesses

Wednesday 6 July

18.30 for 19.00

Cambridge

East Anglia Suffolk Sage payroll February 18.30 for 19.00

Suffolk

East Anglia Suffolk P11D, car tax and car vs. van tax

Tuesday 15 March

18.30 for 19.00

Suffolk

East Anglia Suffolk Subcontractors vs. employees and compliance issues

Tuesday 18 October

18.30 for 19.00

Suffolk

East Midlands Derby Auto enrolment Tuesday 22 March

18.00 for 18.30

Derby

East Midlands Leicestershire Auto enrolment Saturday 12 March

18.00 for 18.30

Nottingham

East Midlands Leicestershire SME expenses and benefits in kind

Tuesday 17 May

18.00 for 18.30

Leicester

East Midlands Lincolnshire Payroll and pension update

Monday 21 March

18.45 for 19.00

Lincoln

North East North Yorkshire Auto enrolment Thursday 16 June

18.15 for 18.45

York


Payroll and auto enrolment update


18.30 for 19.00

Crewe

North West Cumbria Auto enrolment, pensions and payroll

Saturday 14 May

09.30 for 10.00

Carlisle

North West Lancashire Auto enrolment Wednesday 28 June

18.30 for 19.15

Leyland

North West Manchester Auto enrolment Thursday 17 March

18.30 for 19.00

Manchester


Payroll and P11D Tuesday 9 February

18.30 for 19.00

Bournemouth

South North Hampshire Payroll and P11D update

February 18.30 for 19.00

Basingstoke

South North Hampshire Auto enrolment and current pension issues

Tuesday 22 March

18.30 for 19.00

Farnborough

South South Hampshire Payroll Monday 15 February

19.00 for 19.30

Fareham

South South Hampshire Pensions Wednesday 11 May

19.00 for 19.30

Southampton

South Sussex P11D – new rules for benefits and expenses

Wednesday 27 April

18.00 for 18.30

Uckfield

South East East Kent Payroll update Thursday 18 February

18.30 for 19.00

Canterbury

South East East Surrey Auto enrolment Tuesday 8 March

18.00 for 18.30

Croydon


Pension update Saturday 19 November

09.30 for 10.00

Harrow

South East West London Payroll update Wednesday 10 February

19.00 for 19.30

Ealing

South East West London Auto enrolment Wednesday 9 March

18.30 for 19.00

Ealing

Auto enrolment – breakfast briefing

Rated over 9 out of 10 by attendees in 2015, this exclusive free presentation will provide you with a clear overview of auto enrolment legislation. It will cover both the role of The Pensions Regulator and the impact on accounting professionals, and will give you the chance to have your queries answered.

Presenter Date Time Location Member priceThe Pensions Regulator

Thursday 17 March

08.30 to 10.30

London Free – AAT members only

Payroll update

Attending this Connect event will give you the chance to meet local members while gaining an important payroll update. Topics covered will include tax rates and bandwidths, National Insurance rates and limits, auto enrolment and any changes as a result of the 2016 Budget. There will also be a Q&A session so you can learn more about the specific updates you need.


price

Non member

priceCIPP Saturday

21 MayHalf day Wrexham Free Free

Saturday 22 October

Half day Edinburgh Free Free


“ WHAT IMPRESSED ME MOST WAS THE SPEAKER’S ABILITY TO BRING CLARITY TO THE REGULATIONS AND EXPLAIN VERY CLEARLY HOW TO DEAL WITH SPECIFIC SITUATIONS.” Elizabeth Stones MAAT, Emmerson AccountantsAuto enrolment breakfast briefing attendee




Payroll e-learning

Whether you’re new to the payroll function or have been involved in payroll activities for some time, CPD e-learning is a great way to refresh your skills and test your knowledge.

There are 12 e-learning modules to work through, which include useful examples and activities for you to complete. It’s split into three manageable sections, giving you an overview of the entire payroll function:

• getting started with payroll

• running payroll

• housekeeping.

Access our CPD e-learning at aat.org.uk/cpd

Free payroll helpline

As an AAT member, you can receive free payroll support through the CIPP advisory service. The helpline covers:

• payroll calculations and deductions

• end of year reporting

• payroll/HR computer systems and services

• employment law relating to payroll

• pensions.

Please note that the helpline does not cover tax or ethical questions.

To get in touch, call +44 (0)121 712 1099 from 09.00 to 17.00 (UK time), Monday to Thursday, and 09.00 and 16.30 on Fridays (excluding public holidays), quoting your AAT membership number. You can also email your query to [email protected]


South East West Surrey Auto enrolment March 19.00 for 19.30

Guildford

South West Cornwall Payroll Saturday 16 April

09.00 for 09.45

Fraddon

South West Cornwall Auto enrolment update

Saturday 18 June

09.00 for 09.45

Fraddon

South West Exeter Auto enrolment Monday 16 May

18.15 for 18.30

Exeter

South West Plymouth Auto enrolment and current pension issues

Tuesday 9 February

18.15 for 19.00

Plymouth

Thames Valley Berkshire Auto enrolment – what does it all mean?

Tuesday 16 February

19.00 for 19.30

Reading


Payroll and P11D update

Tuesday 16 February

19.00 for 19.30

Hemel Hempstead


Auto enrolment Tuesday 15 March

19.00 for 19.30

Hatfield


Pension deregulation May 18.30 for 19.00

Newport Pagnell

Thames Valley Northampton Auto enrolment Wednesday 10 February

18.30 for 19.00

Northampton

Thames Valley Oxford Payroll update Wednesday 16 March

18.00 for 18.30

Oxford

West Midlands Birmingham Auto enrolment and pension advice

Tuesday 16 February

18.15 for 18.45

Birmingham

West Midlands Shrewsbury Expenses and benefits Saturday 10 September

09.30 for 10.00

Shrewsbury

West Midlands Warwickshire Payroll Wednesday 9 March

19.00 for 19.30

Leamington Spa

West Midlands Warwickshire Pensions Wednesday 19 October

19.00 for 19.30

Leamington Spa

West Midlands Wolverhampton Auto enrolment February 18.30 for 19.00

Dudley

West Midlands Wolverhampton Sage June 18.30 for 19.00

Dudley


Bristol and Swindon

Payroll and P11D Saturday 19 March

09.30 for 10.00

Swindon


Bristol and Swindon

Auto enrolment Saturday 8 October

09.00 for 09.45

Bristol


Gloucestershire Payroll update Tuesday 15 March

19.00 for 19.30

Gloucester


Somerset Auto enrolment November 18.30 for 19.00

Somerset


“ QUALITY DELIVERY OF A COMPLEX SUBJECT FOR PROFESSIONALS AT ALL LEVELS.” Andrew Duck FMAATAuto enrolment breakfast briefing attendee



FINANCIAL accountingWith the implementation of FRS 101, 102, the 105 micro entities regime and the Charity SORP, the preparation of accounts under UK GAAP for businesses and charities is going through considerable change. Ensure you’re up to date on the developments in account preparation and reporting by attending our brand new mastercourses and webinars.


“Attending branch events enables me to be a more competent professional. They are great for networking and keeping my skills and knowledge up to date.”

Darshna Bajaria FMAAT The Crown Estate

27 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 28Professional development guide 2016 | Events and resources | Financial accounting


Presenters

Steve Collings | Leavitt Walmsley Associates

Steve is an Audit and Technical Director. He is the author of several accountancy and audit books including IFRS for Dummies and Financial Accounting for Dummies, and is the financial reporting technical editor for AccountingWEB.co.uk. Steve was named Accounting Technician of the Year at the 2011 British Accountancy Awards and lectures on the subjects of UK GAAP, IFRS, auditing and Solicitors Accounts Rules.

Peter Swabey FCIS | ICSA

Peter is Policy & Research Director at the Institute of Chartered Secretaries and Administrators (ICSA), the professional body for governance. Peter has 30 years’ industry experience and is a member of the CBI Companies Committee, the QCA Corporate Governance Expert Group and the Shareholder Voting Working Group. A history graduate and a fellow of ICSA, Peter is a regular speaker at industry conferences and events.

Branch events


East Anglia Essex Budgeting and cash forecasting

Thursday 24 March

18.45 for 19.00

Brentwood

East Anglia Suffolk FRS – where are we now?

September 18.30 for 19.00

Suffolk

East Midlands Lincolnshire Financial accounting and FRS update

Monday 21 November

18.45 for 19.00

Lincoln

East Midlands Sheffield Charity accounting Wednesday 12 October

18.00 for 18.30

Sheffield

North East Tyne and Wear Accounting standards for micro entities

Thursday 3 March

18.00 for 18.30

Newcastle upon Tyne

North East Tyne and Wear Insolvency Thursday 7 April

18.00 for 18.30

Newcastle upon Tyne


Insolvency Wednesday 11 May

18.30 for 19.00

Knutsford


FRS 102 and charity SORP – joint event with CIMA


18.30 for 19.00

Crewe

North West Manchester Micro entities Thursday 21 April

18.30 for 19.00

Manchester

North West Manchester Company secretarial duties for small ltd companies


18.30 for 19.00

Manchester


UK GAAP New

Understanding the changes to UK GAAP, FRS 101, 102 and Charity SORP is key for all businesses, including small and micro entities, in order to accurately prepare financial statements. In light of the changes now in place and in preparation for future changes, attending this event will give you a sound understanding of the new standards and the impacts on business.


price

Non member

priceSteve Collings Wednesday

24 FebruaryFull day London £200 £400

Tuesday 4 October


UK GAAP New

With the new regulations around FRS and SORP, preparing financial statements can be a tricky business. This webinar will cover the top need to know areas, including:

• the new standards and the impact on business

• what to do to prepare for the changes

• key transitional issues.

Presenter Date Time Member priceSteve Collings Tuesday 28 June Evening Free

Corporate governance New

By attending this webinar you will gain a greater understanding of how a solid corporate governance foundation can impact positively on the long term results of an organisation.

Presenter Date Time Member pricePeter Swabey Thursday 28 January Lunchtime Free





FRS 102 and IFRS e-learning

Our e-learning on the essential elements of preparing statements using IFRS and FRS 102 explains how these standards should be used to record and report income, expenses, and the statutory financial statements.

Check your knowledge of the new standards and how they will impact on the preparation of statutory accounts under UK GAAP at aat.org.uk/cpd

Free technical advice helpline

If you’re an AAT full member, you can receive free technical advice through the ICAEW helpline. They can provide support on the application of UK accounting standards and associated publications, and international accounting standards as adopted by the European Union and associated publications.

To get in touch, call +44 (0)1908 248 025, 09.00 to 17.00 (UK time), Monday to Friday (excluding public holidays), quoting your AAT membership number. Please note that the helpline does not cover tax or ethical questions.


South Sussex FRS 102 and UK GAAP update

Tuesday 11 October

18.30 for 19.00

Brighton

South East East Surrey Insolvency Tuesday 11 October

18.00 for 18.30

Croydon

South East East Surrey Charity accounting Tuesday 8 November

18.00 for 18.30

Croydon

South East London Insolvency Thursday 18 February

18.00 for 18.45

Canada Water

South East North West Kent Insolvency and bankruptcy

Wednesday 15 June

18.30 for 19.00

Bexley

South East West London Insolvency Wednesday 14 September

19.00 for 19.30

Ealing

South West Cornwall and Plymouth

Farm accounting Saturday 19 March

09.00 for 09.45

Saltash

South West Plymouth FRS 102 Tuesday 12 April

18.15 for 19.00

Plymouth

South West Exeter Limited company vs. sole trader

Tuesday 8 March

18.15 for 18.30

Exeter

Thames Valley Berkshire Changes to UK GAAP Tuesday 19 April

19.00 for 19.30

Reading

Thames Valley Northampton Insolvency Wednesday 16 November

18.30 for 19.00

Northampton

Thames Valley Oxford Charity accounting Wednesday 20 April

18.00 for 18.30

Oxford

West Midlands Birmingham lnsolvency practitioners and how to avoid them

Tuesday 10 May

18.15 for 18.45

Birmingham


FRS 102 Saturday 5 November

09.30 for 10.00

Worcester

West Midlands Warwickshire Insolvency Wednesday 16 November

19.00 for 19.30

Leamington Spa

West Midlands Wolverhampton FRS 102 and deferred tax

Wednesday 16 March

18.30 for 19.00

Wolverhampton


Bristol Charity accounting Saturday 17 September

09.00 for 09.45

Bristol


Bristol Accounting for small companies


09.00 for 09.45

Bristol


Bristol and Somerset

Legal requirements of running a limited company

Saturday 21 May

09.00 for 09.45

Bristol


Somerset Farm accounting Tuesday 19 April

18.30 for 19.00

Bridgwater


Swindon Farm accounting Sunday 14 May

09.30 for 10.00

Swindon




Financial performance New

This webinar will explore how to measure an organisation’s performance and will cover both traditional and modern techniques.

Presenter Date Time Member priceAndy Booth Wednesday

12 OctoberEvening Free

Presenter

Andy Booth | iCount Training

Andy qualified as a chartered accountant with PricewaterhouseCoopers in 2000 and joined BPP in the same year where he became a director and overall case study subject manager. He set up iCount Training in 2010 and has continued to publish case study material and teach a range of papers to hundreds of students worldwide.

Branch events


South West Exeter Cost accounting – joint event with CIMA

Tuesday 19 April 18.15 for 18.30

Exeter


Management accounting e-learning

Our CPD e-learning enables you to test your knowledge on various management accounting techniques including calculating performance indicators, limiting factors, and process and target costing.


MANAGEMENT accountingOur brand new management accounting mastercourses and webinars will support you in management reporting, budgeting and financial performance. This will enable internal stakeholders to make innovative business decisions based on informed, detailed results.


Management reporting and analysis, budgeting and financial performance

New

New for 2016, this full day mastercourse will provide guidance and understanding around modern finance key performance indicators and advanced management accounting techniques, explaining how both can be used in decision making.


price

Non member

priceAndy Booth Thursday

3 MarchFull day Manchester £200 £400



Budgeting and cost control New

This new webinar will focus on how to budget and control costs, and will include traditional and modern methods that can be used to reduce costs. It will review:

• budgeting and cost analysis

• understanding cost management and monitoring

• identifying key business drivers.

Presenter Date Time Member priceAndy Booth Wednesday 16 March Evening Free


33 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 34Professional development guide 2016 | Events and resources | Management accounting


SEE WHY YOU SHOULD ATTEND INSIDE

300 FINANCE PROFESSIONALS.

20 CPD SESSIONS.

TWO ACTION-PACKED DAYS OF NETWORKING, LEARNING AND INSPIRATION.

AAT Annual Conference 2016 10–11 June 2016, Birmingham

What’s included?Join us on a residential package to enjoy full access to our most popular event.

• Extended CPD programme

You’ll enjoy two full days of workshops and keynotes, with over 20 sessions to choose from. We’re even repeating the sessions of our most popular speakers to guarantee a place for everyone.

• AAT exhibition area

Hear from high profile organisations that can support you and your business. There’s also the opportunity to win great prizes, including a free place at an AAT event. Plus, there’s the return of the AAT theatre – drop in and get great tips on enhancing your career.

• Refreshments and entertainment

It’s not all hard work. After a day’s learning, you’ll enjoy a drinks reception, dinner and entertainment. Lunch is also provided on both days of the conference, with plenty of coffee breaks to keep you raring to go.

• Accommodation

Your residential package includes one night’s accommodation and breakfast at the popular Hilton Metropole. You can also choose to add a guest to your room for a small fee.

• Conference materials and delegate bag

You’ll receive exclusive access to all materials from every session. Available to download from our website and from the Annual Conference app, you’ll refer to them time and time again.

• Meet the AAT team

Find out how we can help you develop in your career, ask us your burning questions and make sure you’re getting the most of your membership.

Why attend? Connect with 300 accounting and finance professionals from across the UK.

Hear from new and popular speakers on key industry topics.

Choose from over 20 ssessions with our extended new programme.

Enjoy interactive workshops and unique sessions that aren’t covered at other AAT events.

96% of attendees at the AAT Annual Conference 2015 are expected to return.

New for 2016

• Extended programme, with optional sessions from Friday morning.

• Larger exhibition area with new organisations.

Confirmed highlights include:

• Michael Steed’s tax clinic

• adding value to clients through tax relief

• the new UK GAAP

• payroll and auto enrolment update

• cloud accounting.

Early bird residential packageAvailable until Monday 1 February

Standard rate residential package

AAT members £439 £495

FMAAT Premium subscribers £389 £439

Non-members £599 £719

Book your place today at aatconference.co.ukFriday 10 and Saturday 11 June 2016, Hilton Birmingham Metropole

Save at least

£50with an early bird place

HAVE MET SOME AMAZING MEMBERS AND STUDENTS AT #AATCONFERENCE @YOURAAT. THE EVENTS ARE JUST UP MY STREET.

Shenaz Bargit MAAT, Al-Zafirah AccountancyAAT Annual Conference 2015 attendee

Find out more – watch the video at aatconference.co.uk

Professional development guide 2016 | Events and resources | 2016 Annual Conference 3837 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456


BUSINESS skillsWidening your knowledge and improving your business skills can help you to support your clients and organisation more successfully. Take advantage of our brand new mastercourse and webinars, which are produced in partnership with the Chartered Management Institute (CMI), and boost your expertise.


Managing high performance teams New

This new mastercourse will provide you with the tools to enhance your skills as a leader and help you move forward in your career. It will explore:

• how to manage people

• how to choose the best leadership styles

• how to successfully manage employees and resources.


price

Non member

priceJean Dowson Wednesday

5 OctoberFull day London £200 £400

Leadership skills New

Join this webinar to learn about the ways you can develop in order to become a future leader. The session will focus on:

• sustainable development goals

• attributes of a leader

• influencing skills.

Presenter Date Time Member priceJean Dowson Thursday 25 February Lunchtime Free

Communication and influencing skills New

Make the most of your lunch break by joining this free webinar. You’ll learn how to develop a more effective communication style, and discover how this can increase the influence you have over those you work directly with.

Presenter Date Time Member priceJean Dowson Tuesday 24 May Lunchtime Free

Business and project management skills New

This free webinar will focus on the essential skills required to successfully plan and deliver a business project. Register for any live webinar and you’ll also receive a recording, so you can refresh your learning anytime.

Presenter Date Time Member priceJean Dowson Wednesday 25 May Lunchtime Free

Presenter

Jean Dowson FCMI BSc | CMI

Jean is an experienced programme director, coach and tutor. She has over 30 years’ experience in leadership, training and management appointments both overseas and in the UK, including 15 years’ board level experience. She has successfully designed and delivered leadership and development programmes for a variety of public and private sector clients and has a wide portfolio of coaching clients in the UK and internationally. As well as being an experienced tutor, Jean has an MBA and BSc, holds two coaching diplomas, is a qualified coaching supervisor and holds a variety of psychometric assessments qualifications.


4039 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 Professional development guide 2016 | Events and resources | Business skills


Branch events


East Anglia Cambridge Mindfulness in the workplace


18.30 for 19.00

Cambridge

East Anglia Suffolk Business planning Monday 16 May

18.30 for 19.00

Suffolk

East Anglia Suffolk Social media Tuesday 22 November

18.30 for 19.00

Suffolk

East Midlands Derby Companies House Wednesday 24 February

18.00 for 18.30

Derby

East Midlands Leicestershire Community interest companies

Tuesday 11 February

18.00 for 18.30

Leicester

East Midlands Leicestershire Time management Tuesday 20 September

18.00 for 18.30

Leicester

East Midlands Leicestershire Forensic accounting Tuesday 15 November

18.00 for 18.30

Leicester

East Midlands Lincolnshire Companies House Monday 16 May

18.45 for 19.00

Lincoln

East Midlands Nottinghamshire Small Business Company Act and community interest companies

Wednesday 23 March

18.00 for 18.30

Nottingham

East Midlands Nottinghamshire Motivation at work Tuesday 17 May

18.30 for 19.00

Nottingham

East Midlands Nottinghamshire Sheffield

Stress in the workplace

Wednesday 9 March

18.30 for 19.00

Sheffield

East Midlands Sheffield Personal security Wednesday 8 June

18.00 for 18.30

Sheffield

East Midlands Sheffield Companies House Wednesday 14 September

18.00 for 18.30

Sheffield

North East North Yorkshire Business start up Thursday 18 February

18.15 for 18.45

York

North East North Yorkshire Companies House Thursday 19 May

18.15 for 18.45

York

North East Tyne and Wear Companies House Thursday 4 February

18.00 for 18.30

Newcastle upon Tyne

North East West Yorkshire Big data – leveraging the power of business intelligence – joint event with CIMA

March 18.00 for 18.30

Leeds

North East West Yorkshire Networking skills June 18.00 for 18.30

West Yorkshire


Improving business growth and networking

Saturday 12 March

09.30 for 10.00

Crewe


Time management – joint event with CIMA

Wednesday 22 June

18.30 for 19.00

Crewe



HR and employment update

Saturday 15 October

18.30 for 19.00

Crewe

North West Isle of Man Directors responsibilities and duties – joint event with IoD


18.15 for 18.30

Douglas

North West Isle of Man Influencing people Wednesday 16 November

18.15 for 18.30

Douglas

North West Lancashire Forensic accounting Tuesday 13 September

18.30 for 19.15

Leyland

North West Lancashire Cloud accounting Wednesday 9 November

18.30 for 19.15

Leyland

North West Manchester Winning with social media

Thursday 19 May

18.30 for 19.00

Manchester

North West Manchester Community interest companies

Thursday 17 November

18.30 for 19.00

Manchester

Scotland Glasgow Introduction to Sage Saturday 13 February

09.30 for 10.00

Glasgow


Forensic accounting and investigation services

Tuesday 10 May

18.30 for 19.00

Bournemouth


Properties, opportunities and pitfalls of renting

October 18.30 for 19.00

Bournemouth

South North Hampshire Companies House Wednesday 18 May

18.30 for 19.00

Farnborough

South North Hampshire Business plans Tuesday 13 September

18.30 for 19.00

Basingstoke

South North Hampshire Marketing you and your business

November 18.30 for 19.00

Basingstoke

South Sussex Social media Thursday 16 June

18.30 for 19.00

Brighton

South East East Kent Effective negotiation Thursday 19 May

18.30 for 19.00

Canterbury

South East East Surrey Influencing skills Tuesday 9 February

18.00 for 18.30

Croydon

South East London Business networking Thursday 19 May

18.00 for 18.45

London

South East London and North West London

Community interest companies

Saturday 10 September

09.30 for 10.00

London

South East West London How to deal with difficult people

Wednesday 11 May

19.00 for 19.30

Ealing

South East West London Fraud detection and prevention


19.00 for 19.30

Ealing

South West Cornwall Companies and the law


09.00 for 09.45

Fraddon

South West Exeter A day in the life of a mobile device

Tuesday 14 June

18.15 for 18.30

Crediton


Companies House update


19.00 for 19.30

Hatfield


Networking skills Wednesday 9 November

19.00 for 19.30

Hemel Hempstead


41 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 42Professional development guide 2016 | Events and resources | Business skills




Cloud accounting Thursday 11 February

18.30 for 19.00

Newport Pagnell


Non-bank financing Monday 17 October

18.30 for 19.00

Bedford

Thames Valley Northampton Social media Tuesday 11 October

18.30 for 19.00

Northampton

Thames Valley Oxford Managing difficult conversations at work

Tuesday 13 September

18.00 for 18.30

Oxford

West Midlands Birmingham Cloud accounting Tuesday 8 November

18.15 for 18.45

Birmingham


Networking skills Saturday 6 February

09.30 for 10.00

Worcester

West Midlands Warwickshire Forensic accounting Thursday 15 June

18.30 for 19.00

Coventry


Somerset Forensic accounting October 18.30 for 19.00

Somerset


Excel e-learning

Excel skills are essential for every finance professional. If you are looking to improve your spreadsheet knowledge and efficiency, this free training is for you.

Our Excel e-learning allows you to practice the skills that are relevant to you right now, refresh existing skills and develop your understanding of what Excel can do for you as a finance professional. Choose from over 160 modules, with topics ranging from basic calculations to advanced macros and VBA programming.

Try our Excel e-learning at aat.org.uk/cpd

ManagementDirect

FMAAT Premium members have access to ManagementDirect – a portal delivered by CMI designed to help you develop your leadership and management skills. Find out more about the benefits of FMAAT Premium and check your eligibility to apply on page 61–62.


“ YOU NEVER REALLY STOP LEARNING. THERE IS ALWAYS SOMETHING NEW TO DISCOVER AND EXPERIENCE AT AN AAT EVENT, WHICH ENHANCES YOUR EXISTING SKILL SET.”B Karolia FMAAT RDP Newmans Chartered Accountants

43 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 44Professional development guide 2016 | Events and resources | Business skills


BUSINESS SKILLS Training for your businessWhether your organisation is large or small, we can create practical, bespoke training programmes that will help you meet your business objectives.

No finance background? No problem.

Our programmes provide practical, straight talking training that will help your staff manage business finance more effectively. They can be delivered to meet the needs of your finance team, or tailored to suit those without an accounting and finance background.

Tailored courses

Our expertise is wide reaching, enabling us to build a training programme around your business needs. This can range from the technical and soft skills that are covered in this guide, to our one-day AAT Essentials courses, including finance for non-financial managers and budgeting for the small business.

Flexible approach

Hold your training at your offices or at an external location in the UK or further afield. Whichever you choose, you’ll receive an expert trainer and all the materials your staff need to increase their skills, knowledge and confidence.

To find out more about how we can support your business please email us at [email protected]

“ There are many people who need to understand key finance principles for the commercial success of their departments or their own businesses – and that’s where AAT Essentials delivers.”

Maggie Love Managing Director Love and Tate Plc


Professional development guide 2016 | Events and resources | Business skills 4645

PRACTICE managementOur practice management sessions are designed to increase your expertise beyond your technical accounting experience and help you run your business more successfully.


Practice management

85% of members in practice who attended a practice management event in 2013–2015 before their practice assurance review received a compliant rating. They cover a range of essential topics including:

• client management

• record keeping

• client monies

• working with reporting bodies

• resolving ethical conflicts.


price

Non member

priceDawn Clarkson and Richard Simms



Practice management live Q&A New

As an AAT member in practice you could be selected for a practice assurance review at any time. It is therefore essential that you are aware of, and are meeting, all of the Practice Assurance standards.

These sessions provide an ideal opportunity to:

• have your practice management questions answered by our expert

• ensure your practice is compliant

• get tips on running your business successfully.

Presenter Date Time Member priceDawn Clarkson Tuesday 12 April Lunchtime Free

Thursday 10 November Lunchtime Free

Anti Money Laundering New

If you are self-employed, you are required by law to comply with the Money Laundering Regulations, amongst other legislation aimed at reducing the risk of your business being used for money laundering and terrorist financing. This webinar will help you understand the steps to compliance and how AAT can support you as a supervisory authority.

Presenter Date Time Member priceRichard Simms Wednesday 9 March Evening Free

Thursday 24 November Evening Free

Forensic accounting New

Forensic accounting can be an interesting and complicated area of accountancy. This webinar will help you understand the role of forensic accountants, how they combine their accounting knowledge with investigative skills, and what type of cases they work on.

Presenter Date Time Member priceGavin Pearson Tuesday 10 May Evening Free


47 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 48Professional development guide 2016 | Events and resources | Practice management

“ THE EVENT WAS VERY USEFUL – I CAME AWAY WITH LOTS OF IDEAS FOR IMPROVING MY PRACTICE. IT WAS ALSO AN OPPORTUNITY TO NETWORK WITH OTHER MEMBERS IN PRACTICE – WELL WORTH GIVING UP A SATURDAY MORNING FOR.” Sally-Ann Delf MAAT, Sally-Ann Delf Accountancy ServicesPractice management event attendee


Presenters

Dawn Clarkson BA FMAAT ATT | Dawn Clarkson Associates

Dawn has been in professional practice for 15 years advising clients on a wide range of accounting and tax issues. She is an experienced, clear thinking AAT member in practice and leadership and management coach, with a proven track record of helping business owners to succeed, sharing hands-on experience of owning and managing a practice. Dawn is an experienced presenter on practice assurance and practice management issues, and also writes for Accounting Technician magazine.

Gavin Pearson BSocSc FCA MEWI MAE | HSNO

Gavin is a Forensic Accounting Partner at HSNO, a US headquartered forensic accounting firm, having previously been partner at a top 10 accounting firm. He is also Chair of the ICAEW forensic group. He has approximately 15 years of forensic accounting and investigations experience and is an experienced expert witness in both civil and criminal matters as well as acting as expert advisor and undertaking forensic investigations.

Richard Simms FCA | FA Simms

Richard gained a BSc in Economics and trained as a chartered accountant in Norwich before furthering his career in London. In 1999 he passed his JIEB exams and is licensed by the Insolvency Practitioners Association to act as an Insolvency Practitioner. He is currently Managing Director of FA Simms & Partners Ltd, a family owned Insolvency Practitioners based in Lutterworth, Leicestershire. He is a fellow member of the ICAEW and has previously served as President of the Leicestershire and Northamptonshire Society of Chartered Accountants and continues to be actively involved in various committees. Richard is also a Director of the Anti-Money Laundering Compliance Company Ltd (AMLCC).

Branch events


East Anglia Cambridge Cloud accounting Wednesday 9 March

18.30 for 19.00

Cambridge

East Midlands Lincolnshire Anti Money Laundering, Bribery and Fraud Act

Monday 19 September

18.45 for 19.00

Lincoln

North East West Yorkshire Anti Money Laundering

Tuesday 26 April

18.00 for 18.30

West Yorkshire

North West Isle of Man Anti Money Laundering update


18.15 for 18.30

Douglas

North West Isle of Man Employment law Wednesday 16 March

18.15 for 18.30

Douglas


Employment law Tuesday 13 September

18.30 for 19.00

Bournemouth

South East East Kent Money Laundering Thursday 22 September

18.30 for 19.00

Canterbury

South East East Surrey Anti Money Laundering update

Tuesday 13 September

18.00 for 18.30

Croydon

South East North West Kent Marketing your business

Saturday 4 June

09.30 for 10.00

Bexley

South East North West Kent Anti Money Laundering


18.30 for 19.00

Bexley


Anti Money Laundering update


11.30 for 12.15

Harrow

South East West Surrey Residential property and employment law

June 19.00 for 19.30

Guildford

South West Cornwall Employment law September 09.00 for 09.45

Cornwall

South West Exeter Employment law and health and safety

Monday 19 September

18.15 for 18.30

Exeter

South West Exeter Money Laundering Monday 17 October

18.15 for 18.30

Exeter


Anti Money Laundering and Bribery Act

June 19.00 for 19.30

Stevenage


Anti Money Laundering update


09.30 for 10.00

Hereford

West Midlands Shrewsbury Employment law Saturday 19 November

09.30 for 10.00

Shrewsbury

West Midlands Wolverhampton Investigations May 18.30 for 19.00

Wolverhampton


Somerset Risk management and fraud prevention

February 18.00 for 18.30

Bridgwater




Further your learning – members in practice

Practice management toolkit

As a member in practice, you have access to the practice management toolkit. This useful kit contains sample documents on topics relevant to running a practice, and factsheets providing practical guidance in line with our member in practice regulations.

Whether you work full-time in your practice, or do some self-employed work for clients on a part-time basis, you must adopt professional best practice procedures and ensure you are legally compliant. Find out more by reading our Practice Assurance standards and our member in practice regulations and guidance.

Access your toolkit at aat.org.uk/members-in-practice/toolkit

Practice management e-learning

Test your knowledge using our practice management e-learning, covering:

• legal and regulatory compliance

• client monies

• provision of services

• continuing professional development

• recruitment and selection

• internal quality control procedures.


Additional support and advice

As a member in practice, you also have free access to various helplines that can provide advice and guidance, including:

• CCH Business Support Helpline

• Abbey Tax consultancy service

• CIPP payroll advice helpline

• FA Simms insolvency helpline

• ICAEW technical helpline

• IFACnet.

Find out more by logging into your MyAAT account and visit the ‘Professional zone’.




CAREER developmentWhatever your level of experience, you’ll find the tools and advice to help you progress at our career development and be your own boss events. We also provide hundreds of online career resources, including a job search, CV builder and interview advice from top employers.


Career development New

If you’re looking for your first job, a promotion or a change of career direction, our new and improved career development event is not to be missed. Hear from experts, meet recruiters, drop into theatre sessions and attend a wide range of workshops that will increase your chance of job success. Topics include:

• successful networking

• using social media to get noticed

• using AAT resources to help you land your next job

• how to become your own boss.


price

Non member

priceVarious speakers


Full day Birmingham £25 £50


@BIRCHCOOPERH @YOURAAT

“ THOROUGHLY ENJOYED YOUR WORKSHOP HENRY, JUST WISH IT WAS LONGER THAN 45 MINUTES!”

Bethany Dearden, Amberis Insurance SolutionsCareer development event attendee

53 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 54Professional development guide 2016 | Events and resources | Career development


Be your own boss

If you are thinking about offering bookkeeping or accountancy services to clients on a self-employed basis, then attending one of our be your own boss events is a great place to start. The event offers practical tips from experts and the opportunity to meet other like-minded members. It will cover:

• how to create a successful business plan

• how to attract clients and create pricing strategies

• information on the support AAT can offer.


price

Non member

priceHenry Cooper and Sarah Burbidge

Saturday 12 March

9.00–14.00 Coventry £50 £100

Saturday 2 July

9.00–14.00 Manchester £50 £100


9.00–14.00 London £50 £100

Saturday 8 October

9.00–14.00 Cardiff £50 £100

Be your own boss

These webinars will cover commonly asked questions about becoming self-employed and include practical tips from an experienced self-employed member. Our expert speakers will answer your burning questions and explain how AAT can support you as a member in practice.

Presenter Date Time Member priceHenry Cooper and Sarah Burbidge

Wednesday 20 January Evening Free

Wednesday 19 October Evening Free

Presenters

Henry Cooper FMAAT | AAT Past President 2012–13 and owner of BirchCooper Accounting Services

Henry is a former AAT President and an active member of the Milton Keynes and Bedford Branch, for which he has also acted as Chairman.

Henry is an AAT member in practice and established BirchCooper Accounting Services in 2001. From small beginnings, working at home, it is now a high street practice specialising in providing small businesses and start-ups with a full range of accountancy services.

Sarah Burbidge | AAT

Sarah is AAT’s Progression and Members in Practice Manager, responsible for members’ progression through the membership journey. Her role is to ensure members are guided and supported at every membership step, and she attends AAT events throughout the country to raise awareness of AAT membership.

“ I FOUND IT VERY INFORMATIVE AND A GREAT CHANCE TO MEET OTHERS IN THE SAME POSITION I AM IN – CONSIDERING BECOMING A MEMBER IN PRACTICE. THE COURSE COVERED PLENTY OF AREAS THAT WE NEED TO THINK ABOUT IN A WELL-BALANCED WAY WITHOUT BEING OVERWHELMING”Victoria MoreleighBe your own boss event attendee




Branch events


East Anglia Cambridge Career progression Wednesday 14 September

18.30 for 19.00

Cambridge

East Anglia Essex Management and leadership skills

Thursday 11 February

18.45 for 19.00

Chelmsford

East Midlands Derby CV writing and recruitment

Monday 30 May

18.00 for 18.30

Derby

East Midlands Sheffield CV writing Wednesday 10 February

18.00 for 18.30

Sheffield

East Midlands Sheffield Starting a business Wednesday 9 November

18.00 for 18.30

Sheffield

North East North Yorkshire Personal development Thursday 17 March

18.15 for 18.45

York

North West Lancashire Career development and CPD


18.30 for 19.15

Leyland

North West Manchester Career progression Wednesday 8 June

18.00 for 18.30

Manchester

South East North West Kent Management and planning

Saturday 6 February

09.30 for 10.00

Bexley

South East North West Kent CV writing Wednesday 20 April

18.30 for 19.00

Bexley


Get your first job in accounting

Saturday 6 February

09.30 for 10.00

Middlesex

South East West London Finding a job Thursday 13 October

18.00 for 18.30

Middlesex

South East West Surrey How can neuro-linguistic programming help you as an accountant

Tuesday 10 May

19.00 for 19.30

Guildford

South West Exeter Career clinic Monday 14 November

18.15 for 18.30

Exeter


Career progression and CPD

May 19.00 for 19.30

Luton


Assertiveness and self confidence

Wednesday 15 June

18.30 for 19.00

Newport Pagnell


Presentation skills Wednesday 23 November

18.30 for 19.00

Bedford

Thames Valley Northampton Starting your own practice

Thursday 10 March

18.30 for 19.00

Northampton

West Midlands Shrewsbury Networking for success


09.30 for 10.00

Shrewsbury


Online career support

We have so many ways to help boost your career. Start by browsing thousands of finance vacancies with the online job search, then use our expert tools and tips to make one of them yours.

Career tools include:

• job search

• CV builder

• cover letter templates

• interview simulator

• career planner

• videos, podcasts and interactive tutorials.

Find out more by logging into your MyAAT account and go to ‘My career’.

“When I was going for a new job, I found the AAT website very useful – it has a great section on interview techniques.”

Delroy Dixon FMAAT Castle Stanton




EthicsAs an accounting professional, your everyday decisions can have serious implications that may affect your reputation. Use our resources and attend an event to get helpful advice and ensure you’re compliant.

Branch events


East Midlands Lincolnshire Cyber security and cloud accounting

Monday 15 February

18.45 for 19.00

Lincoln

North West Cumbria Cloud accounting and cyber threats


09.30 for 10.00

Penrith

North West Isle of Man Ethics in the workplace

Wednesday 20 April

18.15 for 18.30

Douglas

North West Lancashire Cyber security Thursday 4 February

18.30 for 19.15

Leyland

Scotland Glasgow Ethics Saturday 23 April

09.30 for 10.00

Glasgow

South North Hampshire Cyber security October 18.30 for 19.00

Farnborough

South East London IT security Thursday 20 October

18.00 for 18.45

Canada Water

South West Cornwall Cloud accounting and cyber security

October 09.00 for 09.45

Truro

South West Plymouth Ethics Tuesday 11 October

18.15 for 19.00

Plymouth

Thames Valley Berkshire Cyber security and the SME

Thursday 19 May

19.00 for 19.30

Reading


Cyber security Thursday 15 September

19.00 for 19.30

Luton


Cyber security September 18.30 for 19.00

Newport Pagnell

Thames Valley Oxford Cyber crime Wednesday 17 February

18.00 for 18.30

Oxford

West Midlands Warwickshire Cyber security and cloud computing


19.00 for 19.30

Leamington Spa


AAT Ethics website

Search the interactive Code of Professional Ethics and test your knowledge of our five key principles: integrity, objectivity, professional competence, confidentiality and professional behaviour.

Visit aatethics.org.uk/code

Free ethics advice

Whether you have a question about the AAT Code of Professional Ethics, or need advice about an ethical issue at work, we’re here to help you. We can:

• talk you through the Code

• answer any questions you might have about how it affects you

• give guidance on how it can be implemented in your working life.

If you’re faced with a difficult situation at work that you think could place you in breach of the Code, then please don’t hesitate to talk to us. We can discuss the situation, the options available to you and the safeguards you can put in place to ensure you continue to work in an ethically responsible manner.

To discuss any ethical questions you might have, please call us on +44 (0)20 7397 3014 from 09.00 to 17.00 (UK time), Monday to Friday or email [email protected]

“ I HAVE TO SAY THAT THE NEW INTERACTIVE CODE OF PROFESSIONAL ETHICS IS A HUGE STEP FORWARD. WELL DONE AAT!” AAT Member


59 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 60Professional development guide 2016 | Events and resources | Ethics


If you’re a fellow member, or have been a full member for five years and have senior work experience, you could benefit from upgrading to our FMAAT Premium subscription.

FMAAT Premium is an exclusive benefits and services package designed for fellow members in senior or managerial roles. The additional CPD resources will help you develop and enhance your strategic skills in business and management.

• Discounts on events – receive a £50 discount on the AAT Annual Conference two day residential conference package, plus an additional 10% discount off one AAT CPD event each year.*

• Exclusive access to ManagementDirect – a comprehensive suite of online recourses from the Chartered Management Institute.

• Information on hot topics – keep up to date on issues relevant to senior accounting and management professionals, delivered straight to your inbox through our quarterly FMAAT Premium newsletter.

• Enhanced AAT Additions benefits – receive discounts on more products and services, from holidays and insurance to cinema tickets and high street shopping.

You will also be invited to exclusive FMAAT Premium events, giving you the chance to network with like-minded members, senior AAT staff and industry experts. Look out for details during 2016.

To find out more visit aat.org.uk/fmaatpremium

*Additional 10% discount cannot be used for the Annual Conference, Training Provider Conference and at some events run in conjunction with other bodies. You must be a FMAAT Premium subscriber at the time of booking.

“I THOROUGHLY ENJOYED THE EVENT, THE SPEAKER WAS VERY INTERESTING AND THE NETWORKING ALLOWED ME TO MEET OTHER FELLOW MEMBERS.”Julie May FMAAT, Bradt Travel Guides FMAAT Premium event attendee

62Professional development guide 2016 | FMAAT Premium61

Build your confidence

Impress an interview panel

Land your dream job

Receive extra responsibilities

Earn a promotion

Gain a pay rise

Make new contacts

Enhance your expertise

Start your own practice

Impress your clients

Gain new business

Develop your practice

Why does CPD matter?CPD stands for continuing professional development. Think of it as a learning cycle that will help you to keep your skills and knowledge continually up to date throughout your career.

Compliance with our CPD policy is a condition of your AAT membership – but it’s about so much more than checking the boxes. Boosting your knowledge and developing your skills could transform your career in so many ways.

CPD explained

63 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 64Professional development guide 2016 | CPD explained


How do I get started? Most of our members need to follow our CPD Cycle. It includes four clear steps and helps you to get the most from completing your CPD.

Assess

Start by thinking about the areas where you excel, and identifying those areas where you could improve.

Plan

Once you’ve assessed your learning needs, it’s time to plan your activities. Our tips are to keep your CPD varied, and to be realistic about how much time you have to spend.

Action

There are so many ways you can complete your CPD – and there’s hundreds of ideas in this guide. Don’t forget that informal learning, such as meetings or mentoring can all count too.

Evaluate

Think about what you’ve enjoyed, what you’ve gained, and how you’re going to use your new knowledge going forward.

Where can I find the latest resources?Everything in this guide could count towards your CPD. You can also find the latest resources by:

• checking your monthly CPD email

• reading the Discover CPD section of your Accounting Technician magazine

• following @YourAAT on Twitter and look out for our #DiscoverCPD tips.

How do I record my CPD?The easiest way to manage your CPD is by completing your online CPD Record. This will help you stay on track and will make the process easier if you’re selected for CPD monitoring.

Action

Eval

uate

Assess

Plan

CPD explained

“ ACCOUNTANCY IS CHANGING ALL THE TIME, SO WE NEED TO CHANGE OUR PRIORITIES IN TERMS OF TRAINING AND MOVE WITH THE TIMES. CPD GIVES YOU THE CONFIDENCE TO COPE WITH THESE CHANGES.”Miranda Thewlis MAAT2015 CPD prize winner

65 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 66Professional development guide 2016 | CPD explained


EVENT information

How do I book?

The best way to book your event place is at aat.org.uk/cpd2016

You can also book an event by calling our Customer Service team on +44 (0)20 3735 2456 from 09.00 to 17.00 (UK time), Monday to Friday. Please note that payment will be required at time of booking in order to confirm your place.

Who can attend?

Our webinars are available exclusively to members, but most other events are also open to non-members.

Joining instructions

You’ll receive an email with full timings and venue information at least three days before your event takes place. If you do not receive your email please call us on +44 (0)20 3735 2456.

Event presentations and notes

Event notes will usually be provided on the day of the event. They are intended to supplement speaker presentations rather than to be self-sufficient. For this reason we are not able to provide copies of the event presentations to delegates who did not attend the event or provide additional copies at a fee.

Event feedback

After you attend an AAT event you will be invited to share your feedback online. We use your feedback to plan our future schedule and ensure our event programmes remain relevant and quality driven, so we strongly encourage you to share your comments with us.

Our CPD events pricing policy

We are dedicated to providing our members with events that are high quality and excellent value. As of Friday 1 January 2016, the price of our CPD events will increase for the first time since 2012. This reflects the steady rise in external costs involved in producing our events, such as speaker fees, venue hire and catering costs. It also enables us to continue to invest in an enhanced events programme, which features more new topics, expert speakers, and is tailored specifically to our members’ needs.

Our events remain heavily subsidised and all paid-for events are supported by a number of free resources. Find out more by visiting aat.org.uk/eventpricing

67 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 68Professional development guide 2016 | Event information


BOOKING conditions

Booking confirmation

You will receive an automated booking confirmation by email once your booking has been made. We advise you not to make travel or accommodation arrangements until you have received this.

Cancellations

We are only able to accept the cancellation of a confirmed booking by email. Cancellations received up to ten working days before the event are subject to a 20% administration charge. If you cancel after this time, the full event fee will be forfeited, as funds have already been committed to the event. However, you can write to us at any time with the name of a colleague to take your place. If we need to cancel or postpone the event due to circumstances beyond our control, we will refund any event fees you have paid.

To cancel your place at a CPD event, please email us at [email protected]

To cancel your place at a branch event please email us at [email protected]

Please note that this policy does not apply to bookings for the AAT Annual Conference. Please see the full terms and conditions for this event at aat.org.uk/conferenceterms

Changes to the programme

We reserve the right to make changes to the event programme as necessary.

Specific requirements

Please contact us in advance to discuss any specific requirements, such as access or diet.

Outstanding subscription

If you are an AAT member and have outstanding membership fees, we reserve the right to refuse entry to one of our events until full payment of your subscription has been made.

Personal belongings

Please be aware that we cannot be held responsible for any personal belongings left, lost or damaged at event venues.

“The AAT forums are particularly good. Any question you can think of has already been asked on there, and you can find your answers immediately.”

Liam Crick MAAT Bosch Lawn and Garden Ltd

69 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456 70Professional development guide 2016 | Booking conditions


ENJOY DISCOUNTS AND OFFERSTake advantage of the discounts and offers through AAT Additions and you could save the cost of your membership. Offers range from travel deals to discounts on high street shopping, so you can save money on the things you buy every day. Look out for offers in your monthly newsletter.

VOLUNTEER FOR YOUR LOCAL BRANCH Volunteering for AAT’s branch network is your chance to learn new skills and meet new people, while giving something back to your local area. Find out more at aat.org.uk/branches

HAVE YOUR SAYWe respond to HMRC and government consultations on our members’ behalf and help to shape important policies. Full members can share their thoughts by responding to our surveys in their MemberPlus newsletter.

STAY CONNECTEDYou’re part of a network of 130,000 AAT members across 100 countries. Make the most of your connections by getting involved in our forums and joining the conversation on Twitter and Facebook.

BECOME AN AAT CASE STUDYThe members featured in this guide are some of our recent case studies. They’re at the heart of our communications and appear in our brochures, videos, Accounting Technician magazine and online. By becoming a case study, you could help to promote your employer or business and inspire others to achieve with us. Find out more by emailing us at [email protected]

MAKE THE MOST OF your membership Your AAT membership includes so much more than events and resources. Here are some other ways you can benefit – are you taking advantage of all that’s on offer?

71 Book an event at aat.org.uk/cpd2016 or call +44 (0)20 3735 2456

@YourAAT /YourAAT forums.aat.org.uk


CONTACT US

Association of Accounting Technicians 140 Aldersgate Street London EC1A 4HY

Registered charity no. 1050724 BC

4511

15 –

PD

F

To book your place at an AAT event, please visit aat.org.uk/cpd2016 or contact us on +44 (0)20 3735 2456. Lines are open from 09.00 to 17.00 (UK time), Monday to Friday.

Or, if you have any queries about our events and resources please email us at [email protected]

@YourAAT

/YourAAT

/AAT

/aatcpd

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