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Annual practice conference


London - 03 September 2014

Join us at the launch of the ICAEW’s newly remodelled annual practice conference and exhibition to take an in-depth look at trends within the industry and hear about the future of accountancy practice. Receive practical advice and guidance from international speakers and visit the mini-expo to explore how the wide range of suppliers can assist you to prepare your practice for a successful future.

Date and time Location Book now
03 September 2014 09:00 - 18:30 etc.venues – St Paul’s, 200 Aldersgate, London EC1A 4HD

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Event information

To remain successful and dynamic, practitioners need to keep ahead of changes in the industry and re-model their practice. From sole practitioners to mid-tier firms, this event is aimed at practitioners wanting to learn about strategies to help them grow ahead of their competitors and become more efficient.

Through a mix of plenary and workshop sessions you will analyse the key issues including:

  • the changing face of tomorrow’s practice - what it means to you
  • taking advantage of new revenue streams
  • the impact of technology on the way you work
  • Tomorrow's Practice: The future is coming, are we ready for it? Participate in the panel debate.

Hear from industry experts about the opportunities available for you to deliver the services your clients will expect and demand from now onwards. 


Time Session

Registration, refreshments and exhibition


Arthur Bailey, President, ICAEW


Introduction to the day
Michael Taylor, Founder, thinkmore


Opening address
Richard Watson, Chief Futurist, Future Exploration Network


The future looks smart and mobile
John Stokdyk, Editor, AccountingWEB


Refreshments and exhibition


New revenue generation workshops

Delegates can attend one of the following two workshops:

Workshop 1A: Probate - The new opportunities for practices
Amanda Fisher
, Managing Director, AJF Taxation

Workshop 1B: Becoming the ‘go to’ strategic business partner adding genuine value to clients
Jon Baker, Business Coach and Trainer, The Excedia Group


The changing face of tomorrow's practice
Carol McLachlan, The Accountants’ Coach


Lunch and exhibition


Keynote address: The importance of technology in practices and current trends
Rich Preece, UK VP & Managing Director, Intuit


New revenue generation workshops

Delegates can attend one of the following two workshops:

Workshop 2A: Financial services revisited
John Gaskell, ICAEW Technical Manager, Financial Services Faculty will deliver a high-level outline of some of the key changes that have occurred in the financial services and pensions sector over recent years, and highlight the implications these have for Chartered Accountants in practice.  It is probable that attendees will generally not have FCA permissions to undertake mainstream investment business. 
Session timing 10-15 mins

Esrar Moitra, Consultant, Financial Services Advisory, BDO will deliver a session on the RDR (scope of IB and the RDR; what Independence looks like under the RDR and Adviser Charging ). Key difference between and Authorised Professional Firm and a mainstream FCA business. Main points on statutory liabilities and PI.
Session timing: 10 mins

Steve Knowles, Managing Director, Knowles Warwick

Alan Hind, ICAEW Professional Standards Department, will deliver a session covering: investment business referrals under ICAEW and DPB regime, and some details on the Consumer Credit Act.
Session timing : 10 mins

Workshop 2B: Winning marketing

Kimberley Williams, Founder and Managing Director, Williams Wroe, and Management Consultant specialising in the Professional Services sector
Michelle Carvill, Founder, Carvill Creative – Online Visibility Experts


Price realisation and negotiation: Getting paid for the work you’ve done
Ori Wiener, Partner, Møller PSFG Cambridge and author of High Impact Fee Negotiation and Management for Professionals: How to Get, Set, and Keep the Fees You're Worth


Refreshments and exhibition


Panel debate - Tomorrow's practice: The future is coming, are we ready for it?
Facilitator: Michael Taylor, Founder, thinkmore
Arthur Bailey, President, ICAEW 
Simon Chaplin, Managing Director, Greenstones
Rich Preece, UK VP & Managing Director, Intuit
Fiona Hotston Moore, Tax, Business Advisory and Forensic Accounting Partner, Ensors
John Howarth, Chair, ICAEW Student Council


Roundup and chairman's closing remarks
Michael Taylor, Founder, thinkmore


Exhibition and drinks reception




Rate Cost
ICAEW Students, Retired, Unemployed £50.00 + VAT
ICAEW Members £130 +VAT
Non-ICAEW Members £190.00 +VAT


Alan Hind
Senior Manager, Quality Assurance, Professional Standards, ICAEW
Esrar Moitra
Esrar is an experienced regulatory professional with over a decade of experience across the retail financial services market, including roles as a
Amanda Fisher TEP CTA AAT ATT
Amanda Fisher CTA, ATT, TEP began her career with HM Revenue and Customs and later moved over into practice and qualified with Grant Thornton, wher
Arthur Bailey
President, ICAEW
Carol McLachlan BA (Hons) FCA
Carol literally has accountancy 'in the blood'!  Her own twenty year big four career was preceded by the local family firm, where she remembers bei
Fiona Hotston Moore
Tax, Business Advisory and Forensic Accounting Partner, Ensors
John Gaskell
John Gaskell works for ICAEW as Financial Planning & Advice Manager, Financial Services Faculty. His work includes managing the ICAEW financial
John Howarth
Anderson Barrowcliff LLP, Chartered Accountantsjohnh@anderson-barrowcliff.co.uk John began studying for his ACA in 2009, having studied an MPhy
John Stokdyk
Editor, AccountingWEB
Jon Baker
Business Coach and Trainer, The Excedia Group
Kimberley Williams
Kimberley Williams is Managing Director of Williams Wroe Management Consultants, and of WIGWAM, a collaborative network of CEO`S and Managing Partn
Michael Taylor
Michael Taylor is a facilitator and events host, building on a career as an award winning business journalist and broadcaster. His clients incl
Michelle Carvill
Michelle is Founder of Carvill Creative - Online Visibility Experts.  Founded in 2002, Michelle and her team provide strategic marketing advice to
Ori Wiener
Partner, Møller PSFG Cambridge Ori Wiener is an internationally active consultant and executive coach focusing on professional service firms.
Rich Preece
As VP and UK Country Manager at Intuit, Rich is focussed on increasing QuickBooks' customer base in the UK by helping SMBs and accounting professio
Richard Watson
Chief Futurist, Future Exploration Network
Simon Chaplin
Having been diagnosed with dyslexia (aged 8) and, as a result, being told 'nothing good will ever come of you' by his headmaster, Simon set about p
Steve Knowles
Managing Director, Knowles Warwick

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