Interpreting a Set of Trust Accounts

Description

This webinar will guide attendees through interpreting trust accounts, covering key components, distribution entitlements, and compliance requirements. Participants will learn to analyse trust-specific ratios and metrics, with a practical example to enhance understanding. Common pitfalls and misinterpretations will also be addressed, ensuring accuracy and confidence in trust account management. Ideal for professionals seeking to improve their expertise and navigate fiduciary responsibilities effectively.

This webinar provides one-hour of CPD and offers a structured learning experience designed to deliver actionable outcomes. Participants will gain valuable insights and practical skills to apply in their professional roles.

Delegates places are interchangeable with colleagues from the same organisation.

 

Content 

  • Key Components of Trust Accounts

  • Understanding Distribution entitlements

  • Compliance and Reporting Requirements

  • Key Ratios and Metrics for Trust Accounts

  • Practical Example

  • Common Pitfalls and Misinterpretations

 

Presenter

Lesley Millar

Expert Trainer at the School of International Financial Services

Lesley Millar 

Having started her career in an accountancy practice in Scotland, Lesley then worked as a Manager of the Client Accounting department of Credit Suisse Trust before moving into full time training and consultancy. She established OneStudy Training in 2005 to offer professional qualifications and a variety of professional development courses.

She has worked in a wide variety of roles, from internal audit, operational excellence projects, post merger integration to new business set up and lecturing professional education. Lesley has spent ten years delivering and writing course material for all levels of the ICSA syllabus along with various ACCA papers, bespoke and in-house training.

A keen academic, Lesley is a Certified Accountant, a Chartered Secretary and has level 2 in Teacher Training, a certificate in International Accounting Standards and a Lean Sigma project management qualification.

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