Autumn/Winter Series of Lunchtime Compliance Update Webinars

Description

Autumn/Winter Series of Lunchtime Compliance Update Webinars

Due to the success of our recent two series of 1 hour lunchtime webinars, we will be commencing a new series of 8  sessions (12noon – 1pm) on key topics starting on Tuesday, 3rd September and once again presented by Joanna Morris. You can choose to attend one or all of them. The cost of an individual session is £30 + VAT or you can buy the package of 8 for £200 + VAT.

Dates and Topics for each webinar are below and full details on each will be published shortly. As everything in our legal world is changing so quickly, we have decided to continue to include in the series 2 quarterly compliance update webinars in which Jo will be going over all the changes that have happened in the previous three months.

If you would like to book the series of sessions at £200 + VAT  for one or more people please let Jeanette Lacy Scott know.

These are the dates and topics:

• Tuesday, 3rd September – ‘Continuing Competence – Can you sign the SRA declaration with confidence?’
• Tuesday, 17th September – ‘An AML Regulation 21 audit – what’s it all about and why do I need one?’
• Tuesday, 1st October – ‘Quarterly Compliance update – a look at the updates over the last quarter’
• Tuesday, 15th October – ‘The Role of the COFA – an overview and refresh of this important role’
• Tuesday, 29th October – ‘Source of Wealth and Source of funds – where has the money come from?’
• Tuesday, 5th November – ‘The Role of the COLP – an overview and refresh of this very important role’
• Tuesday, 19th November – ‘The SRA AML Annual Report 2023/24 – facts, findings and figures’
• Tuesday, 3rd December – ‘A round up of 2024!’

The Presenter

Joanna Morris has over thirty years’ experience of working in solicitors’ practices from being a legal cashier, practice manager and training manager. Joanna is a freelance trainer and consultant, having previously been the Risk and Regulatory Compliance Training Manager at a top 40 law firm.

Jo currently delivers training in many compliance subjects, both to the public and in-house clients, on AML, GDPR, SRA Accounts Rules and courses designed specifically for the MLRO, DPO, COLP and COFA.

She is a qualified NVQ assessor and holds a Certificate In Education for Teaching in the Lifelong Learning Sector.

She was highly commended in June 2011 by the Legal Education and Training Group (LETG) in the category Best Programme for Lawyers for Solicitors Accounts Rules training. She was shortlisted in the Compliance Trainer of the Year category in the C5 Women in Compliance Awards in 2014.