Financial Insights: The Interims
A Briefing in three parts

Over the next nine months, Financial Insights: The Interims will provide you with a range of ideas and options to consider for your business and personal investment strategies. The sessions, which will be run in three parts, will provide you with an opportunity to get the inside track on the strategies and tactics which will be required to ensure your business is well positioned to continue to grow in a difficult trading environment.

As usual, registration is free of charge but delegate places are limited and we will operate a first come first serve policy >more

Charity Forum 2010 - four sessions throughout 2010 focussing on the needs of organisations in the charitable sector >more

Legal Finance Breakfast Forum- four sessions from 2009 offering financial directors & staff in the legal sector the chance to discuss ideas on a range of topics >more

Financial Insights: The Interims
Part 1: Improving Business Performance
2 &3 November 2010

With the current emphasis on achieving more for less, our first session will focus on how businesses are using, and investing, in new ways of working, including remote working, outsourcing and cloud computing as a way to save fixed and variable costs. We will look at the ways in which you can finance these new ways of working. And given the popularity of this session earlier this year at Financial Insights, we’ll also revisit the importance of good business and cash management in austere times.

Speakers: Campbell McLundie, Robert Mackenzie & Gareth Magee, Scott-Moncrieff.

Part 2: Financial Management & Accounting Update
1 & 2 February 2011

Focusing on the significant issues for financial directors and those responsible for financial reporting, this session will focus on accounting developments in 2011, IFRS for SMEs, and the Combined Code . We’ll also look ahead to what could be in store for accounting and reporting in the next couple of years. And as more and more business is being conducted online we will take a look at how the accountancy industry is matching pace with iXBRL reporting tools and online SAGE developments.

Although banks have been receiving a lot of criticism in the last year for their approach to lending, we’ll hear from one banker who offers a slightly different perspective on the current situation and where we go next.

Speakers: Iain Lee, Bernadette Higgins and Alan Donaldson, Donald Forsyth, Scott-Moncrieff and Jim Lindsay, Airdrie Savings Bank.

Part 3: Managing investments in volatile times and Budget 2011 Update
10 & 11 May 2011

Get post-budget reaction from our tax and wealth management experts. We’ll analyse the changes announced in George Osbourne’s first full Budget and the potential impacts on you and your business. We’ll also take a look back at 2010 in terms of investment performance and look ahead to 2011-12 and ask where should you invest, and for how long?

Speakers: Paul Renz, Scott Craig and Morag Page, Scott-Moncrieff, Andrew Cumming and Ewan Pitcairn, Scott-Moncrieff Wealth Management, & Guest speaker (tba)

When & where is it?

Financial Insights: The Interims will take place in Edinburgh and Glasgow.

Edinburgh: Scott-Moncrieff
Exchange Place 3
Semple Street
Edinburgh
EH3 8BL

Improving Business Management 9 November 2010
Financial Management & Accounting update2 February 2011
Tax Update & Managing Investments in Volatile times11 May 2011

Glasgow:The Teacher Building
14 St Enoch Square
Glasgow
G1 4DB

Improving Business Management 10 November 2010
Financial Management & Accounting update1 February 2011
Tax Update & Managing Investments in Volatile times10 May 2011

Who should attend?

Financial Interims has been designed to provide company directors, business owner-managers and senior finance staff with a high level overview of the key business, finance and investment issues and challenges they will face in 2010 -11.

How do I register?

Email: joanne.burt@scott-moncrieff.com

Please indicate your preferred venue and which financial interim seminars you would like to attend.

The programme

8.30am	Registration and networking
9.00am	1st Session
9.40am	2nd Session
10.15am	Coffee Break and networking
10.35am	3rd Session
11.15am	Coffee Break and networking
11.30am	Close

Click here to register for our seminars

Charity Forum 2010
Scott-Moncrieff’s  charity forum has been designed to provide financial directors, senior finance staff  and charity trustees  an opportunity to debate key  sector issues, share ideas and experiences and to network with their peers. Experts from Scott-Moncrieff and guest presenters will provide an introduction to each session topic and pose a range of questions for the group to debate.  Click here  to view  in pdf.

Where will the sessions be held?
Exchange Place 3, Edinburgh EH3 8BL  Click here for location map.
Allan House, 25 Bothwell Street, Glasgow, G2 6NL, Click here  for location map.

When: 3.00pm to 5.00pm - dates below.

Who should attend?
Finance directors, senior finance staff and charity trustees.

The Sessions:

Session 1: Public Procurement & Competitive Tendering
Edinburgh - Tue 23rd Feb 2010
Glasgow   - Wed 24th Feb 2010

Campbell McLundie, Business Technology & Consulting Partner and Craig McArthur, Marketing Director will set out the best way to approach what can be a daunting process.

Session 2: Tax Update & VAT
Edinburgh - Tue 18th May 2010
Glasgow    - Wed 19th May 2010

Vat Partner Scott Craig and Tax Director John Walker will focus this session on all the latest news and rules that will affect your charity.

Session 3: Accounting & Audit Update
Edinburgh - Tue 24th Aug 2010
Glasgow   - Wed 25th Aug 2010

Gillian Donald, Head of Charities, will take you through changes and updates that apply to accounting & audit in the charitable sector.

Session 4: Continuity Planning & Data Security
Edinburgh - Tue 12th Oct 2010
Glasgow   - Thu 14th Oct 2010

Robert MacKenzie, Business Technology & Consulting Partner, will provide guidance  on planning for unplanned & unforseen events that can affect charities, and discuss  ways to keep information  secure.

If you are interested in attending this event please click here  to register online or  email Sarah Gurton 

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Legal Finance Breakfast Forum 2009 - 2010

Scott-Moncrieff’s legal finance forum has been designed to provide financial directors and senior finance staff from legal firms an opportunity to debate key industry issues, share ideas and experiences and to network with their peers. Experts from Scott-Moncrieff and guest presenters will provide an introduction to each session topic and pose a range of questions for the group to debate.

Click here  to view the programme in pdf.

Where will the sessions be held?
Scott-Moncrieff, Exchange Place 3, Edinburgh EH3 8BL  Click here for location map.

When: 8am to 9.30am - dates included in the programme.

Who should attend?
Finance directors, senior finance staff and partners with responsibility for finance.The Sessions

Session 1: Thursday 12 Nov 2009
Working capital management and managing profitability
Donald Forsyth, Partner, will lead the first session. Donald will focus on the key issues that are impacting firms working capital and profitability.
He will address:

 

• Best practice for improving cash flow, minimising costs and profitability.
• The income cycle: chargeable hours, WIP, cash collection and debt management.
• Minimising taxation and potential pitfalls to avoid.
  

Donald Forsyth is a Business Advisory partner and advises a range of companies, partnerships, LLPs and entrepreneurial start-ups. Donald will be joined by Wemyss Stewart, Director and Morag Page, Director from Scott-Moncrieff.

Session 2: Thursday 11 Feb 2010
Risk management and efficiency controls
Robert Mackenzie will look at the benefits that internal audit and strategic risk management can provide for law firms. Robert will examine the reasons why firms need to address their key business risks, how to develop strategies to mitigate these risks and the value that an internal, or outsourced internal, audit function can provide to firms. He will also look at the importance of data security and business continuity planning.

Robert is a partner in Scott-Moncrieff 's Business Technology and Consulting practice and has over 25 years of experience of helping commercial organisations and public sector bodies to develop their approach to internal audit, IT and performance audit and risk management.

Session 3: Thursday 6 May 2010
Human Resources: Good practice for employment
Margery McBain, Gravitate HR will host a session covering:

• Firms’ policies and robust employment contracts to ensure compliance with legislation.
• Recognising and incorporating firm culture and values.
• Defining management responsibilities.
• Ensuring effective performance management.
• Developing an HR or People Strategy.
  

Margery works with a wide range of SMEs, charities and public sector bodies. She specialises in advising organisations on good employment practices, compliance and maximising their people potential.

Session 4: Thursday 9 Sept 2010
The LLP Experience
In recent years, many firms have changed their legal structure to become LLPs and many others will be giving it due consideration. Aside from the limited liability benefits for partners, what other impacts and benefits has the change provided? From an accounting, audit and tax perspective, this session will examine:

• The preparation for and conduct of the audit.
• The external reporting requirements.
• The tax implications for the LLP and its members.
  

Scott-Moncrieff experts, Paul Renz, Head of Tax, Morag Page, Director and Anne Adrian, Audit & Assurance, Manager will provide you with the benefit of their experience and some of the unexpected issues which law firms have to tackle during the first year LLP audit.

If you are interested in attending this event please click here to register online or email Sarah Gurton

 

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