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Residual Client Balances Training

Legal Finance Professionals is pleased to be able to provide the following workshop:

  • Residual Client Ledger Balances Workshop

This highly practical workshop has been designed to meet the needs of COFA's, Legal Cashiers, Practice Managers and others with an interest in learning how to tackle the age-old problem of residual client ledger balances.

Residual Client Balances Workshop (Live Webinar)

2 CPD Hours

During this highly practical workshop, leading SRA Accounts Rules expert, Richard Lane, will give detailed consideration to one of the most common SRA Accounts Rules compliance issues - Residual Client Ledger Balances.

Delegates attending this webinar will benefit from a thorough and complete examination of all aspects of Residual Client Ledger Balances including -

  • What the SRA Accounts Rules say about Residual Client Ledger Balances
  • The SRA's Exacting Standards
  • The COFA's Reporting Obligations
  • How to Tackle Existing Residual Client Ledger Balances under the SRA Accounts Rules
  • Avoiding the Occurrence of Future Residual Client Ledger Balances
  • Making a Waiver Application to the SRA
  • Open Forum for discussion

This course is designed to meet the needs of Compliance Officers for Finance and Administration (COFA's), sole practitioners, partners, members, directors, managers, fee earners, compliance/risk officers, practice managers and finance staff working within a solicitors practice or Alternative Business Structure (ABS).


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