Annual practice conference

Annual practice conference

London - 03 September 2014 - This event has finished

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.

Introduction to probate

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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. 

Sponsors
Intuit
AdvanceTrack Alcore logo
Banklink logo Bluefin Logo CCH Logo
Clearbooks
Microsoft logo
Octopus Xero

Programme

Time Session
09:00

Registration, refreshments and exhibition

10:00

Welcome
Arthur Bailey, President, ICAEW

10:05

Introduction to the day
Michael Taylor, Founder, thinkmore

10:10

Opening address
Richard Watson, Chief Futurist, Future Exploration Network

10:40

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

11:10

Refreshments and exhibition

11:40

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

12:25

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

13:10

Lunch and exhibition

14:15

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

14:30

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

15:15

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

15:45

Refreshments and exhibition

16:15

Panel debate - Tomorrow's practice: The future is coming, are we ready for it?
Facilitator: Michael Taylor, Founder, thinkmore
Panellists:
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

16:55

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

17:00

Exhibition and drinks reception

18:30

Close

Costs

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

Speakers

Alan Hind
Senior Manager, Quality Assurance, Professional Standards, ICAEW Alan Hind

Senior Manager, Quality Assurance, Professional Standards, ICAEW

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Amanda Fisher TEP CTA AAT ATT
Amanda Fisher CTA, ATT, TEP began her career with HM Revenue and C… 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, where she gained considerable experience dealing with private tax clients and their trusts and estates.  Since becoming self employed in 2004, Amanda has her own tax and accountancy practice of private clients and regularly deals with trust and estate work for them, alongside her other freelance work as a consultant to local firms, lecturer, examiner and author.   Amanda is also a committee member for ATT and STEP.

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Arthur Bailey
President, ICAEW Arthur Bailey

President, ICAEW

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Carol McLachlan BA (Hons) FCA
Carol literally has accountancy 'in the blood'!  Her own twenty ye… 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 being paid 50p an hour to do the 'adds' in the Simplex books!

She set up 'theaccountantscoach' in 2005 to provide mentoring, training and consultancy services, working with clients across continents and a wide range of professional bodies including ACCA, CIMA and CIOT.

As an active member of the ICAEW, she contributes to the development of learning and professional development strategy and she is currently researching a Master's degree in Continuing Professional Development for accountancy.  Positioned right at the cutting edge of research on CPD, Carol writes and speaks extensively as a key note speaker, trainer, strategic thinker and commentator.  Her work has appeared widely in publications including ACCA's AB magazine, ICAEW's Finance and Management, Lexis Nexis' Taxation 2 and Financial Accountant, as well as The Treasurer and CFO World. She blogs extensively; a prolific contributor to AccountingWEB which ran her first creative enterprise, the world's very first soap opera about an accountancy practice!

She also has a parallel career as an 'agony aunt', helping accountants with a broad range of dilemmas from career issues, work life balance and personal development.  She is an entertaining and sometimes provocative speaker on all of these issues, in addition to her core topics - 'CPD for accountancy', 'The twenty first century accountant' and 'Building a resilient profession'.

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Esrar Moitra
Esrar is an experienced regulatory professional with over a decade… Esrar Moitra

Esrar is an experienced regulatory professional with over a decade of experience across the retail financial services market, including roles as a CF 30 retail investment adviser. Esrar has worked at FOS and FSA, covering the IFA distribution, retail banking, investment banking and wealth management sectors, of the market. Esrar has extensive technical knowledge of retail investment products, current regulatory challenges and the variety of different retail intermediary business models. He also  holds advanced level industry qualifications and a MBA from Cranfield School of Management.

 

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Fiona Hotston Moore
Tax, Business Advisory and Forensic Accounting Partner, Ensors Fiona Hotston Moore

Tax, Business Advisory and Forensic Accounting Partner, Ensors

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John Gaskell
John Gaskell works for ICAEW as Financial Planning & Advice Ma… John Gaskell

John Gaskell works for ICAEW as Financial Planning & Advice Manager, Financial Services Faculty. His work includes managing the ICAEW financial planning & retail distribution and investment management committees, the ICAEW accredited body scheme, and monitoring the continuing professional development requirements of its membership under the FCA Retail Distribution Review.  
   
John began his career as a private client stockbroker and investment manager in the City of London. He then worked as an independent financial adviser, head of financial planning & investment advice at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager for Aviva. John has also held business development, staff training and consultancy roles, and delivered training courses on financial literacy, personal finance, investments and pensions.    
    
John has a BA in economic history & social science and an MBA. He is a Certified Financial Planner and Chartered Wealth Manager, Fellow of the Institute of Financial Planning and Chartered Fellow of the Chartered Institute for Securities & Investments.

John chairs the Chartered Institute for Securities & Investments Private Client Examinations Panel and is a member of the UK IFP Financial Planning Standards Board. He was on the FSA working party which developed the higher examination standards for retail investment advisers under the Retail Distribution Review and John represents ICAEW at the FCA accredited body forum.   

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John Howarth
Anderson Barrowcliff LLP, Chartered Accountantsjohnh@anderson-barr… John Howarth

Anderson Barrowcliff LLP, Chartered Accountants
johnh@anderson-barrowcliff.co.uk

John began studying for his ACA in 2009, having studied an MPhys in Experimental Physics at the University of York. He joined the ICAEW as a qualified member in June 2013.

John works at Anderson Barrowcliff LLP, a 6 partner practice with a history going back 100 years in the Tees Valley. He predominantly works in audit, serving both the charity sector and owner managed businesses.

Since starting his studies, John has been active in the local and national student societies. He is currently the chair of the ICAEW Student Council, which he has been involved in for three years including a year as Vice-chair. He served in a number of positions, including as chair, of the Northern Chartered Accountant Students’ Society, and has been involved in the Tax strand of the ICAEW Business Futures initiative.

John is also the treasurer for Middlesbrough Sea Cadets, a member of the editorial board of Taxation magazine, and in his spare time enjoys playing racquet sports and the trumpet.

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John Stokdyk
Editor, AccountingWEB John Stokdyk

Editor, AccountingWEB

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Jon Baker
Business Coach and Trainer, The Excedia Group Jon Baker

Business Coach and Trainer, The Excedia Group

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Kimberley Williams
Kimberley Williams is Managing Director of Williams Wroe Managemen… Kimberley Williams

Kimberley Williams is Managing Director of Williams Wroe Management Consultants, and of WIGWAM, a collaborative network of CEO`S and Managing Partners at accountancy practices and law firms across the UK.

Prior to establishing Williams Wroe in 2003, Kimberley was a lawyer in private practice for fifteen years, and understands the challenges and opportunities facing the professional services sector.

Kimberley creates and helps her clients to implement sustainable strategies for business growth, inspiring and facilitating changes that transform how organisations in the professional services sector perform, to deliver increased profits through responsible business practice.

Kimberley is a highly regarded presenter on accountancy management and practice development, writing regular articles for professional journals, and drawing on her extensive experience and case studies when lecturing fellow professionals. She is the author and presenter of the Tolley webinar series “Essential business development skills for accountants”.

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Michael Taylor
Michael Taylor is a facilitator and events host, building on a car… Michael Taylor

Michael Taylor is a facilitator and events host, building on a career as an award winning business journalist and broadcaster.

His clients include government-backed coaching service GrowthAccelerator, Deloitte, JMW Solicitors, the Institute of Chartered Accountants in England and Wales (ICAEW), Daisy Group, Seneca and the Prince’s Trust.

He hosted a touring roadshow to launch the GrowthAccelerator service in October 2012 in 8 English cities and has fronted major corporate internal events for large corporates, charities and public sector organisations.

In doing so he has in the last year interviewed senior leaders such as Lloyd Dorfman, Lord Adonis, Dame Eliza Manningham-Buller, Sir Charles Dunstone, Allan Leighton, Peter Salmon and Stephen Hester.
He has also led a number of workshops and creative programmes for private businesses.

In 2012, he worked with the sales force of a major international pharmaceuticals company on a creative programme to understand a new treatment and develop a new approach to marketing.

In 2013, he has developed an employee engagement and brand development project for a Seneca, a new investment and fund management business, interviewing every member of staff, external stakeholders and running a series of internal workshops and events.

He is a frequent commentator on business issues on the BBC and has media-trained the senior management team of a major firm of accountants and a leading retail property business.

He has worked with UKTI on a number of conferences and seminars and is familiar with the workings of the service and its objectives.

Previous to his recent events role he was the editorial director of publishing group Insider and won many awards for his investigative journalism and business commentary. In 2013, he founded DISCUSS, a new debating forum designed to stimulate intellectual curiosity and discourse.

He is also chairman of business lobbying group Downtown, a non-executive director of Liberty Pensions and on the board of the University of Manchester Alumni Association.

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Michelle Carvill
Michelle is Founder of Carvill Creative - Online Visibility Expert… Michelle Carvill

Michelle is Founder of Carvill Creative - Online Visibility Experts.  Founded in 2002, Michelle and her team provide strategic marketing advice to clients – covering both traditional and online marketing.

Passionate about the digital and social space – and on a mission to bringing clarity to the chaos of information about how to effectively engage via social – Michelle regularly speaks, trains and consults with businesses on how to cut through the noise and develop a strategic stance.

As part of her role at Carvill Creative, Michelle advises clients on creative Online Marketing Communication Strategies, Social Media Strategies and Website Effectiveness Planning. She also works with a number of training organisations developing and delivering training courses around Social Media, Blogging and online business. Over the past 18 months she has trained over 1500 in social media and online marketing.

Michelle started her career in advertising, working with Gillette, Toyota, Mars and other large brands. She then moved into Professional Services marketing, first in legal marketing and then with a global professional services consultancy.

Whilst experience counts for much of her knowledge – she is a fully ‘qualified’ marketer, has a Masters in Business & Marketing, is a Fellow of the Chartered Institute of Marketing and a Chartered Marketer.

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Ori Wiener
Partner, Møller PSFG Cambridge Ori Wiener is an internationa… Ori Wiener

Partner, Møller PSFG Cambridge

Ori Wiener is an internationally active consultant and executive coach focusing on professional service firms. He works extensively with law firms in the UK and Continental Europe and brings a unique combination of perspectives and experience as client, insider, adviser and coach to lawyers and their firms.

Prior to co-founding the Møller PSF Group Cambridge, one of Europe’s leading professional services consulting firms in 2009, Ori spent 16 years as an international investment banker focusing on business “origination” and five years as the Global Head of Business Development for Linklaters. At that firm he drove a number of key strategic initiatives, including the firm’s increased focus on relationship management and sectors as well as strategic pricing aimed at raising collective fee negotiation and fee management competencies.

Ori regularly works with a broad range of professional service firms in the areas of strategy, business development, pricing, profitability management and fee negotiation. Over 1,500 partners and senior executives of professional services firms from across the globe have participated in the Møller PSFG High Impact Fee Negotiation Programme designed and delivered by Ori, either on an in-house or open programme basis.

Ori is a regular contributor to Managing Partner magazine. His book, High Impact Fee Negotiation and Management for Professionals (www.psf-fees.com), was published in September 2013.

Ori is based in Frankfurt and travels extensively.

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Richard Watson
Chief Futurist, Future Exploration Network Richard Watson

Chief Futurist, Future Exploration Network

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Rich Preece
As VP and UK Country Manager at Intuit, Rich is focussed on increa… 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 professionals move to the cloud to manage their finances more simply and effectively with QuickBooks Online. Prior to his current role he was Director of Intuit’s Partnership Solutions Group, specialising in identifying and integrating third party solutions within the QuickBooks ecosystem, to help simplify customers lives so they can grow their entire business on one platform.

Since joining the company in 2002 as a Marketing Manager, Rich has played a critical role in growing the business and bringing its products to market in different regions including the US, UK and India for both small businesses and accounting professionals. In that capacity, he was Director of New Business Initiatives, where he headed up the creation of new Intuit products and services within the TurboTax division. During his time in this role he helped launch six new products generating $35M+ in annual revenue, as well as managing a portfolio of Intuit businesses’ driving over $200M in annual revenue.

Rich recently returned to the UK with his family having spent 16 years in the US, the last 12 of which were with Intuit. He also currently sits on the board of the European App Developers Alliance. Rich holds a Bachelor of Science in Marketing from Bournemouth University.

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Simon Chaplin
Having been diagnosed with dyslexia (aged 8) and, as a result, bei… 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 proving him wrong. Having never been academically gifted, Simon stumbled into the accountancy profession in 2002 and found he had a knack for it.

3 years after becoming one of the youngest people in the UK to hold both an accounting and tax qualification Simon bought an accountancy practice called GreenStones, at the age of 27.

In the first three years of owning the practice, Simon and his team doubled the number of team members, tripled the turnover and quadrupled the profits of the business. He did all that whilst running the London Marathon (raising over £10K for the Arthritis Research Campaign), qualifying as a hypnotherapist and cycling 963 miles from Lands End to John O’Groats.

GreenStones achieved 'Investors In People GOLD' at the first attempt (only 1% of IIP businesses do this), attained Customer First Status as well as winning numerous national awards including Employer of the Year at the British Accountancy Awards and AVN National Firm of the Year.

Having extracted himself from the day-to-day running of GreenStones, Simon now spends his time Inspiring, Challenging and Supporting accountants, business owners and their teams to be the best they want to be, using his BRAVEST businessmodel.

Through his consultancy business 'Pull Your Socks Up Simon' he is a published author (See www.7savvystories.com), highly regarded speaker and consultant. Simon’s down to earth, real life approach to teaching through the use of stories is compelling and gives you the opportunity to be the best you can be.

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Steve Knowles
Managing Director, Knowles Warwick Steve Knowles

Managing Director, Knowles Warwick

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