The IAB & Company Protection – 2026 Workshop Series
Access requires registration at: https://www.cpreferralhub.co.uk/register
Registration is free and includes a welcome pack, Hub Link access, client tools, and automated invitations to every monthly event.
2 x workshops = 1 x verified CPD point for IAB members
- Each workshop session is 30 minutes
- Last Friday of every month @ 11am
- Attendance is recorded by Company Protection
- Please log your attendance on your CPD log for IAB membership verification
JANUARY – 30th January 2026
The Succession Planning Gap That Could Put Your Clients’ Businesses and their Wealth at Risk
Most SME clients have no workable succession plan. This session shows accountants how to spot the gaps that derail owner-managed businesses from missing shareholder agreements to unplanned wealth transfer issues.
Ideal for: Accountants & Bookkeepers supporting family businesses and OMBs.
👉 Attend as a registered partner. Join at: https://www.cpreferralhub.co.uk/register
FEBRUARY – 27th February 2026
The Tax-Efficient Employee Benefits Your Clients May Be Missing and How to Help Them Stay Competitive
Explore the overlooked, tax-efficient benefits that help SMEs attract and retain key staff. Accountants learn how to identify these opportunities during routine client reviews — and how they translate into stronger financial resilience.
Ideal for: Practices advising growing SMEs facing recruitment or retention pressure.
👉 Register to access all workshops: https://www.cpreferralhub.co.uk/register
MARCH – 27th March 2026
The Hidden Debts Your Clients’ Families May Inherit — What Accountants Must Know About DLAs, PGs & Business Borrowing
From director loan accounts to personal guarantees, many business owners unintentionally expose their families to risk. This session highlights the key warning signs accountants should look for — and how to raise the issue confidently.
Ideal for: Accountants reviewing year-end financials or client debt structures.
👉 Access requires free registration: https://www.cpreferralhub.co.uk/register
APRIL – 24th April 2026
The Key Person Risk Your Clients Haven’t Considered — And How It Could Impact Profit & Growth Overnight
Learn how to identify profit vulnerability caused by key individuals and understand how quickly business continuity can collapse without protection. A practical session full of simple financial checks accountants can apply immediately.
Ideal for: Accountants advising SMEs with concentrated leadership or skill roles.
👉 Claim CPD by attending two sessions — register at: https://www.cpreferralhub.co.uk/register
MAY – 29th May 2026
When There Is No Succession Plan: Real-World Case Studies of Business Failure & Family Impact
This case-study edition explores real examples of succession breakdowns, forced sales, shareholder disputes and their tax implications. Accountants gain insight into early warning signs and how to guide clients proactively.
Ideal for: Practices supporting multi-director firms or ageing business owners.
👉 Free partner registration required: https://www.cpreferralhub.co.uk/register
JUNE – 26th June 2026
Helping Your Clients Retain Their Best People: The Overlooked Benefits That Reduce Turnover & Strengthen Stability
Unplanned staff loss disrupts cashflow, tax planning, growth, and operational resilience. This session arms accountants with simple ways to highlight people-related risks and tax-efficient strategies to help clients reduce turnover.
Ideal for: Accountants advising expanding or talent-dependent firms.
👉 Partners only — join today: https://www.cpreferralhub.co.uk/register
JULY – 31st July 2026
The Debt Domino Effect: How Unexpected Events Trigger a Chain Reaction in SME Finances
A practical look at how unprotected liabilities can rapidly destabilise small businesses. Accountants learn how to identify exposure in minutes and what conversations can prevent cashflow collapse.
Ideal for: Accountants conducting mid-year financial health checks.
👉 Register for full access: https://www.cpreferralhub.co.uk/register
AUGUST – 28th August 2026
How Losing One Key Person Affects Profitability — A Practical Framework for Accountants to Assess Business Stability
An easy-to-follow method for assessing operational and revenue fragility. Perfect for accountants wanting a clearer way to quantify financial dependency for business-owner clients.
Ideal for: Accountants offering advisory services or growth planning.
👉 Registration link: https://www.cpreferralhub.co.uk/register
SEPTEMBER – 25th September 2026
Business Valuation, Shareholder Agreements & Ownership Continuity — What Every Accountant Should Know
A technical-lite walkthrough of the planning components that protect business value and ownership continuity. Learn what documents matter most and how to identify gaps during accounts and tax reviews.
Ideal for: Accountancy firms conducting annual planning or succession conversations.
👉 Access available to registered partners: https://www.cpreferralhub.co.uk/register
OCTOBER – 30th October 2026
The People Risk Your Clients Overlook — How Absence, Illness & Staff Loss Impact Financial Stability
Employee-related disruption is one of the biggest operational risks for SMEs. This workshop helps accountants explore people-risk indicators and highlight them confidently within advisory conversations.
Ideal for: Firms offering management accounts or planning support.
👉 Join the partner programme here: https://www.cpreferralhub.co.uk/register
NOVEMBER – 27th November 2026
What Happens When a Key Person Goes? A Live Walkthrough of the Financial Impact on an SME
A highly interactive modelling session showing how losing a key individual impacts cashflow, profit, debt coverage, and tax position. Essential insight for accountants advising owner-managed businesses.
Ideal for: Firms involved in forecasting, budgeting, and client advisory work.
👉 Free to registered partners: https://www.cpreferralhub.co.uk/register
DECEMBER – 18th December 2026
Year-End Risk Review: The Critical Debt & Liability Checks Your Clients Should Complete Before 2027
Perfectly timed for year-end client meetings. This session equips accountants with a simple financial resilience checklist to help clients identify risk and plan safely for the new year.
Ideal for: Accountants conducting annual reviews or preparing for 2027 planning.
👉 Sign up to attend: https://www.cpreferralhub.co.uk/register
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