CPD Training Programme

2019 CPD Training Programme

The JFA is committed to ensuring Jersey's funds professionals have access to opportunities to enhance their skills and expertise.

Certificates of attendance will be issued

CPD Training
JFA Chairman's Update
CPD Training
March 2023
Pomme d'Or Hotel

Mike Johnson & Joel Hernandez

Members are welcome to book for the first JFA Seminar for 2023 that will take place on Wednesday 01 March commencing at 12.00pm and will be an interactive session with Mike Johnson, and Joel Hernandez, JFA Chair and Vice Chair respectively, who will provide an update on the developments and activities of the Jersey Funds Association over the past year, as well as take questions from the membership.

CPD Training
JFA Accounting Update
CPD Training
December 2022
St. Paul's Centre, St. Helier, Jersey


Director - Audit and Assurance,BDO Assurance

Manik has over 10 years’ experience in Audit and Assurance services, with a particular focus on investment funds. Prior to joining BDO, Manik has worked in the audit profession in Pakistan, Dubai and Jersey and has developed deep technical expertise in complex areas including the audit of alternative asset valuations with experience on banks, private equity and debt funds including securitisation vehicles.  

Manik will be presenting on the Common errors in Financial Statements in line with various GAAP requirements.


Director, Real Estate -Value Assurance, PwC Channel Islands

Tom relocated to PwC in jersey in 2021, having spent the previous ten years with PwC in London as part of the firm’s Transaction Services and RealEstate Deals team. He specialises in providing real estate valuation and deal advisory services and is a member of the Royal Institution of Chartered Surveyors and aRICS Registered Valuer.

Tom presentation will be giving us an update on the Real Estate market,Valuation methodologies and ESG impact.


Director, Audit – Private Equity Group, KPMG Crown Dependencies

Jeff has been with KPMG CI for over 12 years. Before moving to Jersey, he worked in audit for over 4 years where he gained significant experience in the financial services sector. Jeff specialises in the audit of private equity funds with a portfolio consisting of buyout funds, PE fund of funds, venture capital, private debt funds, real estate and other special purpose vehicles.

Jeff will be presenting onPrivate Equity, Investing and valuations trends observed, what are the accounting impacts and considerations.


Director, Audit - PrivateEquity Group, KPMG in the Crown Dependencies

 Admire joined KPMG in 2011, initially in the Guernsey office, before moving to Jersey in 2015 where he has continued to specialise in Asset Management clients, specifically with Private Equity and Infrastructure clients. Admire has progressed with the firm as an expert in his area of specialism and contributed to the growth of the Private Equity sector for the firm.

 Admire’s presentation will focus on Carried Interest accounting: Differentiating between the Service andOwnership Models and accounting for these under US GAAP vs IFRS.

Topics that will be covered includes: Private Equity: Investing and valuations trends observed- what are the accounting impacts and considerations; Carried Interest accounting: Differentiating between the Service vs Ownership Model and accounting under US GAAP vs IFRS, Financial Statements Presentation: Common errors in Financial Statements inline with various Accounting Standards, and Real Estate: Hot topics relating to reporting in uncertain times- higher inflation, raising interest rates and other considerations.

CPD Masterclass
JFA in Partnership with the Institute of Directors (IoD) - ‘The Role of the Director’ Masterclass
CPD Masterclass
November 2022
Pomme d'Or Hotel, St. Helier, Jersey

The subject matter will include:

Part 1 – Tutorial Session delivered by Damon Clark    from the IoD (approximately 2 hours)

Damon Clark was a founder of the Brandwidth Group, an International Marketing Services business that was sold to an AIM listed    Company in 2018. An experienced dealmaker, Damon specialises in creating new businesses and value through start-ups, merger, joint venture and acquisition.

 He holds a portfolio of non-Executive director positions and has in the past held roles in local Government and various Charities.  Damon will provide insight into the    following topics:


-           Role of the Director and the Board

-           What makes a good Leader and Director

-           Ongoing Professional and Career Development

-           Questions Answers and Open Discussion

Part 2 - Panel Discussion with Industry Experts

The JFA have secured a panel of industry experts to provide insight and share personal experience with regards to their roles as directors or key intermediaries for client and executive boards of entities based in Jersey. The discussion will look to cover the following subjects:


-           Appointment and Induction

-           Investment / Transaction Management

-           Regulations & Compliance

-           Valuations and Audit

-           Insolvency / Fund Dissolution

-           The War Stories


Panel Member – Peter Rioda

Peter is a qualified chartered accountant and independent non-executive director with over 25 years of industry experience who specialises in the establishment and management of alternative investment funds.

He successfully established and developed Sanne Group’s fund administration business between 2006 and 2016 exiting following its IPO in 2015. He has strong    investment, risk management, governance and compliance skills acquired through directorships on a wide range of regulated and unregulated fund structures. He is regulated by the Jersey Financial Services Commission to act as a director. Peter is a leading figure in the Jersey funds industry and committee member of the Jersey    Funds Association.

Panel Member – Lisa McClure

Lisa is an Audit Partner and Real Estate leader for PwC in the Channel Islands, working with Global clients with varying investment structures and real estate strategies. In addition, Lisa’s clients also include those in the alternatives    space, the energy sector, transport and logistics.

Lisa is actively engaged with clients on the ESG agenda as well as the latest regulations affecting corporate reporting. As a member of PwC’s IFRS global real estate technical group, Lisa also stays at the forefront of IFRS changes.  

 Fiona Wilde

Fiona is a Jersey based independent director.  A qualified chartered accountant, she has twenty years of offshore finance experience, most of which in the fund administration arena where she most recently had global remit for operations across the funds and corporate division of a global service provider.

Fiona has led client relationships with a number of institutional grade clients as well as emerging managers and has experience of multiple asset classes, including Private Equity, Real Estate, Venture Capital, Renewables, Secondaries, Infrastructure and other alternative asset classes.  Her current directorship portfolio includes as variety of regulated and unregulated funds in multiple jurisdictions.


Panel Member– Richard Anthony

Richard is an Executive Director of the Aztec Group in Jersey. Additionally, as Head of Real Assets Fund & Corporate services, Richard holds a number of board positions within real estate and infrastructure fund and asset holding structures, ranging in legal form and regulatory oversight.

 Specialising in regulatory compliance, corporate governance, deal completion workflows, Richard’s expertise spans all aspects of an investment structure life cycle, from capital raising through to capital deployment and realisation.


Panel Member - Ben Honeywood

Ben is a Partner and co-leads KPMGs Private Equity Group in the Channel Islands. Ben specialises in providing audit and assurance services within the Private Equity industry to a range of clients and covering a range of strategies including Venture, Private Debt, Infrastructure and Fund of Funds.

Ben is a regular presenter at seminars on PE valuation and is a member of the Invest Europe Vallation and Reporting Committee. Ben is also a Committee Member of the Jersey Funds. Association and leads the Education and Training sub-committee.

Dear Members, We are pleased to notify you that the JFA, in partnership with the IoD, will be holding a Masterclass on 21 November 2022 at Pomme d'Or Hotel, St Helier commencing at 8.00am for an 8:30am start. Following interest received from the JFA members, we will be bringing a new topic into the Masterclass series as we introduce ‘The Role of the Director’. We are delighted to be able to partner with the IoD in delivering this to you. The session is aimed at recently appointed directors and those aspiring directors, although, much of the content may serve as a useful reminder to directors with more experience!

CPD Training
JFA/RBSI Economic Update
CPD Training
November 2022
St. Paul's Centre, St. Helier, Jersey


Please see our CPD Training Resources

JFA Training Seminar - Funds: Digital Transformation
July 2021
JFA Training Seminar - Funds: Digital Transformation
JFA Chairman's Update
March 2021
JFA Chairman's Update
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
November 2020
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
JFA Training Seminar - Jersey's Position in the Global Funds Market
October 2020
JFA Training Seminar - Jersey's Position in the Global Funds Market
JFA Training Seminar - Accounting Update for Funds
September 2020
JFA Training Seminar - Accounting Update for Funds
JFA Chairman's Update
June 2020
JFA Chairman's Update
JFA Webinar - Private Equity Valuations Slides
April 2020
JFA Webinar - Private Equity Valuations Slides
JFA Training Seminar - Accounting Update
June 2019
JFA Training Seminar - Accounting Update