ILFM: COFA – A Beginner’s Guide to the Role of a COFA

For those new to the role of a COFA, the world of financial compliance can be a confusing place. This live training aims to supply new COFAs with the basics on what happens in the legal finance world and how that relates to your role.

Expert speaker Luke Dickinson will provide an overview on the role of a COFA and some of the expectations of the COFA. As an expert on the Rules, he advises COFAs almost every week on Accounts Rules compliance.

He will also share his experiences from running an SRA Accounts Rules audit department.

What You Will Learn

This live training will cover the following:

• The key roles of the COFA and what is expected from you
• High risk areas of the Accounts Rules
• How to deal with residual balances and acting as a bank
• The breaches register and how this helpful tool can be used to your advantage
• What changes are expected and what does the future look like for the Accounts Rules