Seminars, Workshops & Webinars


Our Forthcoming Seminars, Workshops & Webinars

There is no charge for attending our events (unless stated)

An Interview with……. Alan Sowden, Technical Director at CRM

22nd February 2018 – 11am – Webinar

For the first in our series of our ‘An Interview with…..’ webinars, we will be speaking with our own Technical Director, Alan Sowden.

Alan joined CRM in 1998 and following the successful completion of his ACCA exams he decided to further his tax expertise by studying for the Chartered Tax Adviser qualification. Having attained both of these qualifications, along with the Financial Planning Certificate from the Chartered Insurance Institute, Alan was appointed a director of CRM in 2004.

In this webinar, Alan will be answering questions to share his specialism of taxation, and in particular that of offering pro-active and innovative tax planning solutions and advice. As an example, the questions will cover popular areas such as:

  • Current tax regime for property income
  • Inheritance tax
  • Salary vs Dividend
  • Maximising the use of your tax bands and allowances
  • Company cars
  • Pensions and savings taxation
  • Your questions answered

Directors’ Duties Workshop

21st March 2018 – 7.45am – Workshop seminar

Join CRM Accountants and Blake Morgan on Wednesday 21 March 2018 for an interactive session with likeminded directors of owner managed businesses, and small and medium enterprises, to explore the daily challenges of running a limited company. We will look at the concept of a company and its officers, the relationship between directors and the company, and the situations in which a director may become personally liable. We hope that delegates will come away with a working understanding of corporate personality and the ways in which directors can protect themselves, as well exchanging ideas and experiences with other businesses.

Venue: Blake Morgan LLP. Seacourt Tower, Botley
Arrival and breakfast: 7:45am
Start: 8am
Finish: 10am

A programme of events to help you improve your business or gain new knowledge

We invite you to join our team and other ‘like minded’ business owners at our practical events, where you will;

  • Have the time to reflect and apply the content to your personal circumstances
  • Meet & network with other business owners whilst also learning from their success secrets
  • Discover practical solutions to key business problems
  • Gather practical business growth tools and resources and
  • Put time aside to create an action plan for building your business success

Each workshop provides you with valuable information and gives you time to think about your business and potential implementation. You will also be given ideas and tools that you can use immediately to make a difference in your business.


So do other business owners think it is a good use of their valuable time?

Previous events have focused on profit and cashflow improvement, time management, creating efficiency as well as designing and systemising a business for future success.

Titles have included:

‘Making the Numbers work’ – how to better understand and use the numbers in your accounts.
‘Planning your business success’
‘Effective marketing to boost your business’
‘Raising finance and wealth creation’
‘Systemising your business success’
‘Designing a business that gets the results you really want’

For more details and to book for our BBF events, please email us or call 01865 379272.

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