CPD Finance and practice management courses
Module Leaders: Josephine and Bill Carr
“Excellent presentations - I wish I had met you earlier. I have learnt more in the last 6 months than the last 16 years! I have put into place so many of the things you taught us and already my practice is feeling better and looking healthier, my books have never been this good!” participant feedback from 2008 course
Further to demand, we are able to release the 2012 dates for the Finance and Practice Management Course. The six days are designed to increase the understanding of practice owners and associates regarding financial and employment issues. Over the six days the fundamental principles will be addressed and then applied to dental practices. The days are interactive with participants analyzing actual sets of accounts and deciding whether they would purchase the practice which the accounts relate to, preparing budgets and employment contracts.
The course will provide practitioners with the insight and information they need to make more informed decisions and to run their practice lives more efficiently. The range of topics comprise:
Practical application in a practice
The titles and dates of the courses are as follows:
Thursday 31st January 2013
Introduction to Accounts (including accounting terminology, creating a budget and deciphering final accounts)
Thursday 28th February 2013
The Accountant’s and Bank Manager’s Perspectives (including taxation, applying for a loan and getting the most from your bank manager)
Thursday 14th March 2013
Budgeting and Management Accounts (including cash flows, budgets, purchasing, banking and fee setting)
Thursday 18th April 2013
Thinking of Buying or Selling a Practice? (receive advice from a bank manager, a solicitor and an accountant with extensive experience of buying and selling dental practices)
Thursday 9th May 2013
Employment Law (including employment contracts for both staff and associates, statutory disciplinary and grievance procedures and age legislation)
Thursday 13th June 2013
What Next? (options include expansion, financial planning, sole trader and limited company status)
Josephine and Bill Carr will lead the series and will be assisted by a number of accountants, solicitors, financial advisors and bank managers, all of whom have extensive experience within the dental profession. Participants, at whatever stage in their careers, will receive valuable advice regarding a broad spectrum of financial and employment issues.
2013 Course fees: £207 per day or £1,213 for 6 IF booked before 21st December 2012
Applications and contact details
To apply
Please download a copy of the application form and return it to the address supplied on the form.
For further information contact
Marjorie Kelly
Programme Administrator
T: 020 7905 1298
F: 020 7905 1267
E: Marjorie.kelly@ucl.ac.uk
Page last modified on 05 dec 12 15:35


