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peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts the accounting professional - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE March 2014
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the accounting professional - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

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the accounting professional - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE March 2014. Alan Nelson Biog MD, Nelson Croom Ltd Publisher, accountingcpd.net Member, ACCA SME Committee Chair, ICAEW Practice Assurance Committee. Complaints procedure. CPD. Client money. - PowerPoint PPT Presentation
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Page 1: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

the accounting professional - growth & development

Alan Nelson

IFA SOUTHERN REGIONAL CONFERENCEMarch 2014

Page 2: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Alan Nelson Biog

MD, Nelson Croom Ltd

Publisher, accountingcpd.net

Member, ACCA SME Committee

Chair, ICAEW Practice Assurance Committee

Page 3: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

laws regulation & professional standards

client acceptance and disengagement

competence

quality control

Client money

PIIData protection

CPD

Engagement

letters

Know your client

Basis of fees

Complaints

procedure

What has PAC taught me?

Page 4: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Which one is the professional?

....the one that puts the interests of their clients first

Page 5: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 6: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

T

Page 7: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Which accountant are you?

TechniciansCentaurians

Super-techniciansT-shaped

Page 8: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

TWhat

does it

mean?

Page 9: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Are you experiencing any abdominal discomfort?

Have you had any irregular

bowel movements?

Page 10: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

T-shaped

T-shaped accountants are ones that have, on top of their core

accounting skills, a span of commercial skills from business

understanding to strategic thinking and soft people skills from

influencing to leadershipPeter Simons, CIMA

Page 11: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

T-shaped

Business and commercial skillsManagement skills

Leadership skillsInterpersonal skills

....to go with the technical knowledge and skills that underpins it all

Page 12: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Growth

&

Development

Page 13: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Continuing

Professional

Development

Page 14: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Continuing Professional Development (CPD) is a process by which individuals take control of their own learning and development, by engaging in an on-going process of reflection and action.......

“CPD Definition: Chartered Institute of Personnel and Development

Page 15: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Continuing Professional Development (CPD) is a process by which individuals take control of their own learning and development, by engaging in an on-going process of reflection and action.......

CPD Definition: Chartered Institute of Personnel and Development

Page 16: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Continuing Professional Development (CPD) is a process by which individuals take control of their own learning and development, by engaging in an on-going process of reflection and action.......

......This process is empowering and exciting and can stimulate people to achieve their aspirations and move towards their dreams.

CPD Definition: Chartered Institute of Personnel and Development

Page 17: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Continuing Professional Development (CPD) is a commitment by members to continually update their skills & knowledge in order to remain professionally competent and achieve their true potential.Royal Institution of Chartered Surveyors”

Stay up-to-date and get more from your career.... build or refresh personal effectiveness

IFA“”

Page 18: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

The danger is that CPD will further compound the superficial notion of professionalism

Fiona Patrick, Journal of Education

”“

Page 19: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 20: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 21: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 22: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 23: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 24: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 25: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

TWhat

does it

mean?

Page 26: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

TAuto-

enrolment

Tax updates

FRS 102

KPIs

SME Finance

OutsourcingCost

control

Personal

skills Profskills

Budgeting

Planning

Page 27: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

TWhat

does it

mean?

30 hours of

CPD

Page 28: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

30 hours of CPD

Regional conference : 7 hrsReading magazine: 6 hrs

Branch Meeting: 1 hrsOnline: 16 hrs

Page 29: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

Page 30: the accounting professional  - growth & development Alan Nelson IFA SOUTHERN REGIONAL CONFERENCE

peer-enriched learning: [peer en-riched lur-ning] – The act of learning from your peers as well as experts

the accounting professional - growth & development

Alan Nelson

IFA SOUTHERN REGIONAL CONFERENCEMarch 2014