Your invitation to a webinar

Client Money: Risk vs Reward on Monday 4 July at 12 pm

Brought to you by the Consortium of Professional Advisors (CPA)

Who are the Consortium of Professional Advisors?

The CPA are a diverse group of suppliers to the Legal Sector, including compliance, IT, insurance, marketing, burnout coaching, risk management, legal sector mergers, and legal sector recruitment. They provide insights into law firm operations and work together to provide solutions.

Who is this webinar for?

This webinar is ideal for Compliance Officers for Finance and Administration (COFAs) and finance teams in law firms of all shapes and sizes.

What will you learn?

If you are a law firm and you are concerned with the effective and secure handling of client money, you need to attend this webinar.

The CPA hosts, Alex Holt and Paul McCluskey will share useful tips and guidance on how to efficiently handle client funds and reduce the risk to yourself and your firm.

Who are your hosts?

Paul McCluskey – Gemstone Legal 

Paul is the former UK Head of Professional Practices at Bank of Scotland and Lloyds Bank and has worked with law firms of various sizes and complexity across the UK and Northern Ireland. Having seen banks shift away from legal sector specialism, Paul set up Gemstone Legal to offer firms a trusted, independent approach to source finance and improve returns on client monies.  Paul is also a Law Society-approved Lexcel assessor and consultant and combines his experience to help legal firms to improve their approach to finance and operational risk management.

Connect with Paul on LinkedIn.

Alex Holt – The Cashroom

Alex has 25 years of experience as a partner in a top 60 firm, has founded an executive search and recruitment business and was director of business development for a global outsourcing company before he joined Cashroom as Head of Business Development. In his seven years at Cashroom, he has expanded their client base from 50 to 250 across three regions.

Connect with Alex on LinkedIn.

How to book your free ticket?

If you would like to join this CPA webinar, book your free ticket below, and of course, if you have any questions, please do get in touch with Lara.

 

Book your free ticket here

You can also:

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