The Essential Advisors’ Mix
Registering for CPD Fest 2023 couldn’t be more straightforward. We have three packages for you to choose from – 8 hours, 16 hours and 24 hours of CPD – allowing you to customise the event to your own specific needs. Once purchased, pick ‘n’ mix the topics of most interest and relevance to you from any of the sessions running across the week of CPD Fest 2023.
CPD Fest Packages:
The 12 Gifts Of CPD Fest
Over the coming weeks we are going to give you advance access to hugely valuable extracts from the note packs The CPD Fest & The Essential Advisors’ Mix.
With The 12 Gifts of CPD Fest you will get guides, financial statements, checklists, tools, tax papers, letters of engagement and reports all the way up to and including the kitchen sink!
Registration for The 12 Gifts Of CPD Fest is free, quick and straight forward and you can do so here:
Event Details:
Session 1: Topical Tax Updates including A Review of Topical Tax Appeals in 2023
Time: 09:00 – 10:40
Speaker: John Murphy, Lisa Cosgrave – OmniPro Tax and Legal
John Murphy will review topical tax items which are relevant to almost all practices in Ireland and some common errors or issues noticed from our work with accountants this year.
Lisa will highlight the common areas appearing in the tax appeals cases this year and how these cases could impact.
Course level: Intermediate
Session 2: Company Law & Company Secretarial 2023
Time: 11:00 – 12:40
Speaker: Sinead Gortland – OmniPro Corporate Consultants
In this session, Sinead Gortland will cover the top issues, opportunities, and solutions that the OmniPro Corporate Consultants Team are seeing for SME Firms and their companies.
- Review of Company Law, CRO and RBO updates for 2023
- How to identify a beneficial owner in a complex group structure
- Company Formations – An Essential Checklist
- Voluntary and Involuntary Strike Offs Processes
- Tips for 2024
Course level: Intermediate
Session 3 - AML - Completing Customer Due Diligence Normal and Enhanced
Time: 13:40 – 14:30
Speaker: Elaine Jackson – OmniPro Practice Support
In this session Elaine Jackson will be focusing on Customer Due Diligence Procedures and the role of the MLRO and cover the following topics:
- The Procedures to be undertaken when carrying out;
- Normal Customer Due Diligence
- Enhanced Customer Due Diligence
By attending this session, you will learn when simplified/Normal/Enhanced Customer Due Diligence is required and understand the steps involved.
This session will be of most interest to Accountants, Auditors, Tax Advisers, Solicitors, Financial Controllers and Company Directors.
Course level: Need to know.
Session 4: Non-Audit Matters – 5 Key Areas to Watch Out For
Time: 14:40 – 15:30
Speaker: Colm Owens – OmniPro Practice Support
Navigating the complex world of non-audit monitoring visits can be challenging, but we’ve got you covered! In this insightful webinar, we’ll delve into the five critical areas you need to pay attention to:
- Non-audit files: Discover how to ensure compliance and accuracy in non-audit documentation, helping you stay ahead of the curve.
- Solicitor Engagement files: Gain valuable insights into the intricacies of solicitor engagement, safeguarding your processes and reputation.
- Investment Business: Uncover the secrets to effectively monitor your investment business activities, optimizing performance and minimizing risks.
- Client Monies: Learn how to safeguard client funds, enhancing trust and accountability within your organization.
- AML (Anti-Money Laundering): Stay up-to-date with AML regulations and best practices, so you can combat financial crime with confidence.
Our expert speakers will guide you through these five key areas, sharing their knowledge and expertise, and offering practical tips to help you excel in your non-audit monitoring visits. Don’t miss this opportunity to sharpen your skills and ensure compliance in these crucial areas. Register now and be well-prepared for your next non-audit monitoring visit!
Course level: Need to know
Session 5: Financial Reporting: Preparing for 2024 – Part 1 & 2
Time: 15:40 – 17:20
Speaker: Lindsay Webber – OmniPro Practice Support
Financial reporting is the cornerstone of the accounting profession, and staying informed about the latest updates and emerging topics is crucial for success. Join our highly anticipated webinar and gain valuable insights into the changes and trends accountants need to know for the upcoming year.
In this session Lindsay Webber will cover the following topics,
- An update on FRED 82 – changes coming to FRS 102 and FRS 105
- Updates to the Solicitors Accounting Regulations
- Sustainability reporting
- Consolidations – exemptions and filing options
- Practical review of financial statements.
By attending this session delegates will get the latest updates on accounting standards and financial reporting practices.
This session will be of particular interest to Preparers of Financial Statements.
Course Level: Intermediate
CPD Course Speakers
John Murphy - OmniPro Tax & Legal
As a lead member of our technical support team, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, financial reporting and auditing.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring.
John also plays a key role as a researcher and subject-matter expert in developing OmniPro information products such as the CompaniesAct2014.com and FRS102.com. As a speaker at OmniPro CPD events, he brings these industry-leading insights to accountants participating in our training programmes.
As a Chartered Accountant, John has over a decade’s Big 4 experience with EY and PwC, providing tax and audit services for a portfolio of clients, ranging in scale from SMEs to multinationals.
Lisa Cosgrave - OmniPro Tax & Legal
Lisa is a key member of our tax technical support team, providing advice on all tax heads in response to queries submitted. In addition, she provides support within the tax department on company/business valuations, tax planning, restructuring and exit planning solutions for a range of clients, liquidations, and company secretarial issues. She also has experience in financial reporting and audit.
A Chartered Certified Accountant and Chartered Tax Advisor, Lisa trained and worked in practice for six years prior to joining OmniPro, where she gained experience in financial reporting, tax compliance across all tax heads and audit. She has experience with a range of small and medium sized businesses assisting them with their financial reporting obligations and tax compliance across all areas.
Sinead Gortland - OmniPro Corporate Consultants
Sinead is a key member of the OmniPro Corporate Consultants Technical Support team providing advice and support in relation to Company Law and Company Secretarial procedures.
In addition, Sinead is responsible for carrying out Section 343 applications to the District Court, Company Restorations, Annual Compliance, Company Conversions and Company Law Compliance.
Sinead joined OmniPro in 2016 and quickly became an integral member of our Company Secretarial team. She started off her career in OmniPro as part of our Company Formations team building up her experience and knowledge before eventually moving into Company Secretarial.
Sinead has a Masters Degree from Maynooth University.
Elaine Jackson - OmniPro Practice Support
As a member of our Practice Support team, Elaine’s focus is on providing firm’s with assistance and training in the following areas; Anti-Money Laundering, Audit Testing and Walk Through Procedures, Audit Planning and Efficiency, OmniPro Audit Working Paper Demos, Preparing for Monitoring Visits and Post Monitoring Visit follow-ups.
Elaine has over 15 years Accountancy Practice experience which has provided her with a wealth of knowledge across all industries and sectors. Elaine is an AITI Chartered Tax Advisor, a Certified Public Accountant and holds a Diploma in Corporate Finance.
In her previous roles, Elaine has experienced a number of ACA and ACCA monitoring reviews. This experience has provided Elaine with a great understanding and appreciation for the challenges facing Accountants in practice today.
Colm Owens - OmniPro Practice Support
As a member of our Practice Support team, Colm’s focus is on helping practices achieve on-going best practice compliance, prepare for monitoring visits and assist with post-monitoring visits follow-ups.
Having spent the 6 years prior to joining OmniPro as a quality reviewer with Chartered Accountants Ireland Colm has a unique insight into how firms operate, the challenges facing firms and how firms are responding to current issues facing them and the profession.
Lindsay Webber - OmniPro Practice Support
As a member of our Practice Support team, Lindsay’s focus is on helping practices achieve on-going best practice compliance, prepare for monitoring visits and assist with post-monitoring visits follow-ups.
Lindsay is a qualified Chartered Accountant and trained with KPMG in Johannesburg. She has over six years external audit experience along with over six years academic experience specialising in Audit and Financial Accounting.
CPD Fest is brought to you in association with Swoop for Advisors.
