The Masterclasses
The Digital Conveyancing Summit masterclasses are returning in 2024, providing additional learning opportunities. Covering key topics for firms from compliance in onboarding to how to incorporate AI in your digitalisation strategy, this series gives you actionable insights.
Completely online, sign up now for the sessions that interest you via the links below.
Insurance Distribution Directive – The latest guidance for law firms
Thursday 7 Nov, 11am
The Insurance Distribution Directive was updated earlier this year following the UK’s exit from the European Union. This webinar will help Insurance Distribution Officers and lawyers understand how they can remain compliant under the latest iteration of this regulation.
Join CLSQ’s Dee McKenna and Guest speaker, Tracey Calvert, Regulatory Compliance Specialist at Oakalls Consultancy, as they provide expert insights into the activities that are governed by IDD, the legal framework and role of the FCA, SRA and CLC. It will also tackle head-on the myth surrounding multiple quotes.
Developing your AI strategy as a modern conveyancer
Thursday 14 Nov, 11am
Pete Gatenby, Partner at Novus Strategy & Consulting, will guide you through this masterclass in employing AI within your conveyancing practice. In this 30-minute masterclass, Pete will cover:
- The essentials of building an AI strategy
- Cost vs impact with AI solutions including tools suitable for small firms through the enterprise solutions for larger firms
- Practical steps to implementing AI You’ll also have the opportunity to ask your burning questions about artificial intelligence and where it can add value for your firm.
Identifying the most common causes of HMLR requisitions and how to avoid them
Tuesday 26 Nov, 11am
Requisitions are an inevitable part of register applications. Fortunately, many are avoidable with the right resources. Join Sophie Rickards, Senior Product Manager at HM Land Registry and Louise Edwardes, Head of Product at InfoTrack as they explore the most common causes of avoidable administrative issues and how conveyancers can minimise those requisitions occurring.
In this 30-minute masterclass, they will cover:
- The top seven causes of HMLR requisitions.
- How to avoid time-consuming requisition management that isn’t billable.
- Tools and processes that can minimise inconsistent or incorrect information before submission now, and how HMLR is looking to help conveyancers even more.
- What resources are coming to help ease the burden of avoidable requisitions in the AP1 process.
InfoTrack x Teal Compliance: Mastering AML and Fraud Prevention During Client Onboarding
Wednesday 27 Nov, 11am
Fraud prevention continues to top the priority list for regulatory and professional standards bodies like SRA, Lexcel, and CQS. Join Amy Bell, Founder and CEO of Teal Compliance, and David Rawson, Head of Product for eCOS, as they take a deep dive into AML compliance during client onboarding.
In this 45-minute masterclass, we'll be covering topics including:
- Conducting effective risk assessments on new clients.
- Managing high-risk clients and those from high-risk jurisdictions.
- The role of senior management in AML compliance
- Steps to take if electronic verification isn’t feasible.
- PEPs, sanctions, and ongoing monitoring: What they mean and why they matter.
- Source of Funds / Source of Wealth – what are you really looking for?