- 13 March 2012
- 28 March 2012
- To book email
This specialist forum aims to provide cost-effective, practical advice on how to build a more efficient and profitable practice in 2012 by using the appropriate technology, strategy and tactics.
Places are complimentary but limited and allocated on a first come, first serve basis.
Why you should attend
Expert speakers will share their insights with sessions on;
- Successful strategies - making your practice profitable, whatever the size
- Making the most of technology to keep your practice efficient, effective and more profitable
- IT in practices survey: what have we learnt? ICAEW IT Faculty
- Tax updates from ICAEW tax expert Anita Monteith
Who should attend this event
Senior level accountants, senior managers, managing partners or principals, of a practice with between 2- 20 partners who are responsible for managing a practice’s profitability.
Delegate registration details will be shared with the event organisers only; ICAEW and IRIS Accountancy Solutions. Please note there will be an opportunity to opt out of providing this information at delegate registration on the day.
Event programme
Speakers
John O’ Donnell, Practice Support Services, ICAEW
John is a chartered accountant. He has worked in provincial practice on the south coast before joining ICAEW in 1992.
John is one of the practice consultants in the Practice Support Services area of Member Services department, which was set up in October 2010. John joined at the end of January 2011.
PSS provides a number of member-focused consultancy services. It can offer audit, IB or practice assurance compliance reviews, thereby outsourcing the work to an experienced external reviewer. It also offers practice management and succession planning consultancy advice. PSS offers in-house Anti-Money Laundering and Bribery Act presentations. John has also been involved with more detailed ad hoc assignments and he gives presentations and has hosted conferences. He has also been involved in two of the three webinars PSS has presented and will present the fourth in December.
John has experience from working in provincial practice before joining ICAEW as well as subsequently working in the regulated areas as a manager for ICAEW’s regulatory department. He has a great deal of experience of practice management issues and challenges relating to provincial firms.
John has been a member of the pan-Institutes’ DPB working party, the planning and implementation groups for Practice Assurance and, while with ICAEW, has become an Associate of the Personal Finance Society. He has also been involved in providing a week-long audit workshop to the Bulgarian accountancy profession.
Simon Witkiss, Product Director, IRIS Accountancy Solutions
Simon is the Product Director at IRIS Accountancy Solutions, managing product strategy across three brands and multiple product segments. His passion is providing software to practitioners that allows them to perform their jobs with a minimum of hassle, which in the current climate of legislation change and iXBRL, is not an insignificant challenge.
Simon qualified as a Chartered Accountant with KPMG working in audit, specialising in the construction industry, telecommunications and the food industry. It was here he learnt the pain of producing accounts in Microsoft Word, and figured there must be a better way!
Paul Booth, Technical & Development Manager, ICAEW IT Faculty
Dr Paul Booth is a member of the British Computer Society and has been a registered Prince2 practitioner. Since 1994 he has been on the staff of the ICAEW’s IT Faculty, where he has specialised in software issues, in particular best practice in software selection and implementation. He was for several years a regular keynote speaker on accounting software selection at the ‘Softworld in Accountancy and Finance’ exhibitions. Another of his fields of interest is XBRL (eXtensible Business Reporting Language): he has been a member of the XBRL UK Consultative Committee for the past seven years and has spoken and written extensively about the subject.
Paul has been responsible for managing the IT Faculty’s IT in Accountancy Practices survey-based research since its inception in 2000. The latest edition, the seventh, was published in December 2011.
Anita Monteith, Technical Manager, ICAEW Tax Faculty
Anita is the technical manager responsible for tax matters affecting small and medium sized businesses and is closely involved with online filing developments in tax. In 2011 she was seconded to the Government’s Treasury Select Committee to develop a set of principles for designing tax policy.
She is one of the joint editors of the Tax Faculty's weekly newswire.
Anita qualified as a chartered accountant with PricewaterhouseCoopers, working in both tax and audit. She joined Financial Training Ltd in 1983, leaving in 1993 to set up her own consultancy.
Past chairman of the ICAEW Tax Faculty, and a member of the faculty main committee from 1992 to 2001, Anita was also editor of TAXline for 5 years and joint editor of TAXline Tax Planning. She continues to advise on practical tax matters as well as lecturing and contributing to major tax journals on topical issues.
Anita is a regular speaker and chairperson at conferences, appears frequently on television and radio talking about tax and is a regular on Radio 4’s Moneybox.
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