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Practice Live 2022: Support, Sustain, Succeed

Tuesday 11 October 2022

A full day of expert insight into the key challenges and opportunities currently impacting the profession. Benefit from practical guidance on issues including MTD, economic crime and recruitment. Join technical update sessions from our tax and financial reporting experts. Explore innovations in tech, cryptocurrency and sustainability. Don’t miss this opportunity to network with our experts and your fellow members.

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Highlights

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Address emerging issues

Practical guidance on key practice challenges including preparing for MTD, effective fraud prevention and recruitment in the current market.

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Explore new opportunities

Explore the latest innovations in tech and data. Discuss the potential of cryptocurrency, funding opportunities and business advice. See how members are driving sustainability.

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Peer-to-peer networking

In-person sharing of ideas and reconnecting with fellow practitioners.

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Discover the latest innovations

We will explore tech and new ways to present data

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Accounting for crypto

How can you account for crypto in terms of tax?

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Sustainability

Practical advice from those that are championing sustainability in their firms

Programme

Breakfast Registration
08:00
How The Challenging Market Conditions are Affecting Accountants
Strategic partner Marsh Commercial discusses key economic trends and risks, how these could impact accountants and what they can do to mitigate the risks. They will also provide an overview of the current insurance market. Attendees are encouraged to bring questions to the session as there will be plenty of opportunity to ask their expert speakers
08:15
Main registration, networking and refreshments
08:55
Welcome
Caroline Smale, Partner and Digital Transformation Lead, Bishop Fleming
09:25
From a hacker’s perspective
Experience how an ethical hacker demonstrates exactly how he can hack any company. Get insight into how, using social engineering and technical know-how, Rob can get access to computers and even gain access to restricted buildings. This eye-opening session will raise your awareness of the vulnerabilities that may be exploited in your own business and the importance of protecting against attack. | Rob Shapland, Ethical Hacker / Head of Cyber Innovation, Falanx Cyber
09:30
Practice Management: As Unique as Your Practice
With the vast array of practice management software solutions on the market today, you will be forgiven for being bamboozled by what they do and why you might choose to implement them. In this practical session, two accountants share their insights from over 50 years on the front lines, revealing how they leveraged technology to solve the real problems they faced within their respective practices. You will learn the core components of practice management, when to implement and how to reasonably pick the right solution for your firm. | Speakers: Dean Shepherd CTA FMAAT, Director of Product Compliance at TaxCalc and Fozia Muddassir FCA FCCA, Partner and Digital Transformation Lead at Reddy Siddiqui Chartered Accountants
10:00
Networking and refreshments
10:45
Data Analytics and Tech Innovation
Deloitte
11:05
MTD: Moving from awareness to action
With yet more to do but with finite staff resources, increasing client demands and the desire to make more money, you need an MTD plan which is manageable, meaningful and designed around your practice. In this session, master the essentials of MTD for Income Tax and Self-Assessment (ITSA) and leave knowing: What the proposed legislation really means. When and which clients will be impacted. Why MTD is an opportunity? How taking small steps now will be beneficial to the prosperity of your practice. Where you can obtain more support. How to turn your newfound awareness into action before time runs out. | Chris Downing, Director for Accountants and Bookkeepers, Sage
11:05
Choose your session
11:50
Embedding sustainability in practice
Join this panel discuss to hear from members and firms that are already tackling sustainability in their organisations and take away practical advice on how to get started in your own firm. | Scott Johnson, Founder and Chief Activist, Kung Fu Accounting | Steve Heathcote, Chief Executive Officer, PrimeGlobal | Jo Muncaster, Senior Carbon Accountant and Programme Manager, City Science | Sarah Reay, Climate Change Executive, ICAEW
11:55
Recruitment and Retention
Across the board practices are experiencing a recruitment and retention challenge. As specialist accountancy recruiters we bring you our unique insight into how to successfully attract and keep the right talent to meet the needs of your practice.
11:55
Lunch
12:40

*This programme is subject to change whilst we add more sessions.

Navigating Burnout
Are you feeling exhausted or that you’re not achieving enough? Workplace stress can leave you feeling negative and emotionally distant from your job. This course will help you recognise when you're experiencing high levels of stress and give you a toolbox of practical strategies to help you improve your health and wellbeing. This session will help you to: understand your experience of burnout, reflect on your relationship with self-care, explore how you can make positive changes and achieve balance, and understand the workplace factors contributing to your experience. | Kirsty Lilley, Mental health trainer, coach and mindfulness and self-compassion facilitator
12:40
Impact of economic crime
Fraud is the most experienced crime in the UK and costs the UK many billions of pounds every year. In this session our Financial Crime expert from the National Crime Agency will highlight the devastating impact of this crime, ranging from unaffordable personal losses suffered by vulnerable victims to impacting the ability of organisations to stay in business. Learn more about your role in helping business be more resilient to attack. | Chris Reed, Head of Operations, UK Financial Intelligence Unit (UKFIU) National Economic Crime Centre (NECC)
13:40
Navigating Burnout
Session Repeated
13:40
Choose your session
14:10
Financial reporting update
Join ICAEW Technical Advisory Service for latest guidance on areas including audit exemption, share options, and mergers and acquisitions. Take this opportunity to put your questions to our experts. | Simone Taylor-Allkins, Senior Professional Consultant, ICAEW
14:15
Managing personal tax clients through MTD
HMRC has confirmed that Making Tax Digital for Income Tax Self Assessment will apply from April 2024. In this session, you'll get to take a look at Xero's new solution for MTD for ITSA and learn how it will work for quarterly submissions. Plus, hear practical guidance from our qualified accounting experts who are actively working with accountants and bookkeepers every day to help prepare them for MTD for ITSA The session will cover: An overview of what Xero is doing for MTD for ITSA and how it’ll affect accountants and bookkeepers. A product demo of Xero’s solution, built to help accountants and bookkeepers support clients affected by the new regulation. How MTD for ITSA will work alongside our solution for (non MTD) personal tax | Sam See, Education Specialist, Customer Success, Xero
14:15
Networking and refreshments
15:00
Why should accountants become crypto tax services and advisory providers?
This session is a must-attend for accountants and tax practitioners who wish to future-proof their practices. You will hear about the estimated size of the Total Addressable Market and gain valuable quantitative insights as commissioned by HMRC on the state of the crypto industry in the UK. | Tony Dhanjal, Head of Tax, Koinly
15:20
ISQM for the small practice
15:20
Transition time
16:05
Tax Update with Rebecca Benneyworth
Join us for this essential update as Rebecca brings us the latest developments in tax legislation and highlights what you need to know to prepare for the challenges ahead. | Rebecca Benneyworth, Lecturer, Writer and Tax Consultant
16:10
Closing Comments
Caroline Smale, Partner and Digital Transformation Lead, Bishop Fleming
16:55
Drinks Reception
Sponsored by Sage
17:00

Our speakers

Rebecca Bennyworth
Rebecca Benneyworth Lecturer, writer and tax consultant

Rebecca is an ICAEW Chartered Accountant. She is a lecturer, writer and consultant on a variety of taxes, lecturing extensively throughout the UK, to accountants, business people and also to HMRC and the Treasury. Rebecca has her own accountancy practice based in Gloucestershire, with a variety of small business and personal tax clients. During the last two years this has become a 100% digital practice. She is actively involved in providing help and support to HMRC in understanding the challenges that Making Tax Digital presents to small businesses and their advisers.

Tony Dhanjal
Tony Dhanjal Head of Tax, Koinly

Tony currently heads up Tax Strategy at Koinly and is the PR and brand ambassador in addition to other things. A qualified accountant and tax professional with over 20 years of experience across the industry within FTSE100 companies and public practice - he is a recognised crypto tax expert and a thought leader. A fellow of the association of certified chartered accountants, Tony is a regular contributor to crypto and accounting media, including CoinTelegraph (and is an Innovation Circle member) and AccountingWeb. When he’s not creating new content on the latest crypto and tax updates or speaking at major crypto events, Tony is an avid soccer fan and closely follows the fortunes of Tottenham Hotspur F.C. in England. He is also a dedicated husband and father to 2 children.

Chris Downing
Chris Downing Director for Accountants and Bookkeepers, Sage

Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business intelligence to improve reporting and drive innovation in the SME sector.

Steve Heathcote
Steve Heathcote Chief Executive Officer, PrimeGlobal

Stephen Heathcote (FCA) joined PrimeGlobal in 2019 as its Chief Executive Officer. His extensive background in the accounting profession includes undertaking the COO role at the UK Financial Reporting Council, a senior management position at KPMG, leading the development of international risk based auditing standards and over ten years in the senior management of a global membership association. PrimeGlobal is the 3rd largest association of independent accounting firms in the world, with over 300 successful public accounting firms in over 100 countries. PrimeGlobal has won a number of international awards for its leadership position on promoting sustainability and diversity & inclusion.

Scott Johnson is the founder of Kung Fu Accounting and a speaker at ICAEW's Climate Summit 2021
Scott Johnson Founder and Chief Activist, Kung Fu Accounting

Scott Johnson formed Kung Fu Accounting in 2016 as the first ICAEW Chartered and BCorp certified accounting company in the world. KFA has minimised its environmental impact and maximised its human and societal impacts, winning Xero's first ever Community Impact award in 2021. He's a chartered accountant, a Kung Fu teacher, and above all, a human being.

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Kirsty Lilley Mental health trainer, coach and mindfulness and self-compassion facilitator

Kirsty has delivered Mental Health First Aid (MHFA) courses within various organisations including corporate sector clients and public health bodies. For the last 15 years, Kirsty has also worked as a consultant and trainer within many large organisations. Kirsty has been responsible for developing and rolling out programmes relating to mental health and wellbeing and has worked with human resources departments to develop and deliver in house, bespoke training. Kirsty has a strong professional background in occupational health, training, coaching, psychotherapy and mindfulness approaches. She is committed to reducing stigma and discrimination within workplaces relating to mental health difficulties and has presented at board level and group executive committees. Kirsty is also committed to helping organisations develop a positive approach to enabling employees to improve their mental wellbeing and health.

Fozia Muddassir
Fozia Muddassir FCA FCCA Partner and Digital Transformation Lead, Reddy Siddiqui Chartered Accountants

Fozia brings almost 30 years of practice experience to the conference having joined 6 partner family firm, Reddy Siddiqui back in 1993. Qualifying as a Chartered Certified Accountant in 2003 and as a Chartered Accountant in 2008, Fozia specialises in PAYE and personal tax planning for resident and non-resident individuals. As well as being responsible for digital transformation within the practice, she is also the Money Laundering Reporting Officer, Practice Assurance Partner and also the lead on staff recruitment and training.

Jo Muncaster
Jo Muncaster Senior Carbon Accountant and Programme Manager, City Science and Chair, South West Regional Sustainability Committee and on the ICAEW Business Committee

Jo trained as an auditor in practice in the North West and in 2016 decided to take a break from auditing premier league football clubs to move into industry 8,000 miles away to the Falkland Islands. Here, she was the Financial Controller for the National Development Agency and Tourist Board, supporting the country in growing its local economy. Living in such a remote environment provided her with a deep-rooted realisation of the impact we are having on the environment and on her return to the U.K. in the South West she took up the opportunity to work at City Science, a company building software and data analysis tools to support decarbonisation decision-making.

Sarah Reay
Sarah Reay Climate Change Executive, ICAEW

In her role as Climate Change Executive, Sarah develops thought leadership and know-how content for ICAEW members, helping to showcase how accountants can be difference makers in society. She also holds an MSc in Sustainable Development from Queen’s University Belfast.

Chris Reed
Chris Reed Head of Operations, UK Financial Intelligence Unit (UKFIU) National Economic Crime Centre (NECC)

Chris is responsible for leading the statutory or otherwise mandated operational functions of the UK Financial Intelligence Unit (UKFIU). Chris has a background in senior intelligence, policy and operational roles across the NCA, Home Office and Ministry of Defence, concerning national security and economic crime threats.

Sam See
Sam See Education Specialist, Customer Success, Xero

Sam has 5 years accounting experience from his time in industry. In that time, he consulted and helped facilitate companies moving between accounting softwares. In 2018 he joined Xero in the Accounting Customer Support Team and has recently moved across to Education. Now, as one of our Education Specialists you will see Sam doing his best to help our users make the most out of Xero and Xero Tax.

Rob Shapland
Rob Shapland Ethical Hacker & Head of Cyber Innovation, Falanx Cyber

Rob Shapland is an ethical hacker, spending his life attacking companies worldwide to show them how the criminals break in and helping them put in place the necessary defences. His specialty is physical intrusion – breaking into company offices by dressing up as a cleaner, a Covid-19 Inspector or even as a Hollywood film producer and then stealing a computer from right under their nose. He is a seasoned speaker at events and conferences around Europe, and regularly appears on BBC TV and radio, Sky News, ITV, Channel 4 and others as a cyber security adviser.

Dean Shepherd
Dean Shepherd CTA FMAAT Director of Product Compliance, TaxCalc

With over 20 years’ experience as a practising accountant and Chartered Tax Adviser, Dean is responsible for customer education and engagement at TaxCalc and our resident expert on Making Tax Digital. In 2005, he founded a niche accounting practice servicing the needs of media, technology and design businesses which he sold prior to making a move into tax technology. Dean is regularly invited to talk about the issues facing accountants today at industry events such as Accountex, The Digital Accountancy Show and ICAEW Live. His articles have been published in Accountancy Today, AccountingWEB and AAT Comment.

Our partners

ICAEW works with world-companies that support the finance profession in partnership to bring you the best events possible.

Headline Partner: Taxcalc

Networking Reception Partner: Sage

Session Partners: Marsh, Xero, Koinly

Exhibition Partners: Howdens, Virtual Cabinet, First AML, Bloomsbury

taxcalc Sage Logo Marsh Commercial Xero corporate logo Koinly logo Howden Employee Benefits and Wellbeing (Howden) are a multi award winning employee benefits consultancy and partner at ICAEW's Virtually Live 2021 Virtual cabinet logo First AML Logo Bloomsbury  Professional Online logo
View all our partners

Testimonials

Great event. Great line-up of speakers. Wouldn't hesitate to recommend to fellow members.

Practice Conference Delegate 2019

I came away from the conference feeling inspired and motivated.

Practice Conference Delegate 2019

Great mix of speakers which kept the event exciting and left me with things to action back in the office.

Practice Conference Delegate 2019

Superb conference, excellent speakers, highly relevant topics - would very much recommend to all practices.

Practice Conference Delegate 2019

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