Speakers

  • Nelson Da Silva

    Receipt Bank

    CRO

    Nelson Da Silva is the Chief Revenue Officer for Receipt Bank Group. Nelson joined the company in 2013, bringing invaluable experience from the world of entrepreneurship and business consulting. Since then he has driven global growth by working with the world’s leading firms to boost efficiency and profitability.


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  • Brendan Woods

    AutoEntry

    Founder and CEO

    Brendan Woods is founder and CEO of AutoEntry. Originally a software developer in the hedgefund space, he quit his job and started the company to automate data entry for accountants and bookkeepers.


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  • Tom Rahder

    Sage

    Director, Product Marketing


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  • Kath Haines

    CABA

    Chief Executive

    Kath joined CABA in 2007 as the Finance and Administration Director, and became Chief Executive in 2009. She trained with Coopers & Lybrand in Leicester, and worked there for 14 years. She then spent 11 years in finance positions in major retailers and service companies. Kath moved to the charity sector in 2004, to set up the Finance function of English Churches Housing.


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  • Anne Davis

    Institute of Financial Accountants (IFA)

    Head of Regulation and Policy

    Anne is Head of Regulation and Policy at the Institute of Financial Accountants and Vice Chair of the Accountancy Affinity Group, a forum in which professional bodies work collaboratively to develop accountancy sector supervisory policy to promote consistency in standards and best practice. Anne is also a Chartered Accountant and member of the IFA.


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  • Justin Urquhart Stewart

    Seven Investment Management

    Co-founder & Head of Corporate Development

    Justin founded Broker Services which eventually became Barclays Stockbrokers. He is an enthusiast for the reform of investment structures for both investors and companies needing easier access for funding. He is a commentator and columnist in the media and is often asked to demystify complicated financial jargon and stories. He and his business partner founded Seven Investment Management (7IM) to provide some “radical common sense” to change “a lazy, lethargic and self-satisfied” investment industry which they saw as being primarily run for the benefit of itself rather its clients. In 2015 Justin won The Spectator Money Award for Lifetime Achievement.


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  • Paul Shrimpling

    Remarkable Practice Ltd

    Managing Director

    15 years advising accounting firms means Paul has a wealth of knowledge to help you improve your firm’s results. Having bought accountancy services from 6 firms whilst running 3 businesses, Paul also brings a valuable client’s view when he speaks. You’ll be glad you joined Paul’s practical and entertaining session.


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  • Theresa Middleton

    HMRC

    Director, Making Tax Digital for Business

    Theresa joined the former Inland Revenue on their graduate Programme. She is now the Director for the Making Tax Digital for Business Programme which is making fundamental changes to the way the tax system works – transforming tax administration so it is more effective, efficient and easier for taxpayers to get it right.


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  • Deborah Whitaker ACMA CGMA

    Not Just Numbers Ltd

    Managing Director

    Debbie started her career in Construction rising to FD. Realising her passion for SME’s she set up Not Just Numbers in 2011, which has given Debbie the platform to create an accountancy firm that truly cares. It’s not about historical figures, tax returns and payroll. Debbie wants to speed you up, make you efficient and help plan your future financial growth.


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  • Wendy Rowe

    Wolters Kluwer

    Commercial Director

    Wendy Rowe is the UK Product Director at Wolters Kluwer, Tax & Accounting. Formerly a chartered tax adviser working at Ernst & Young, Wendy has also held senior roles at Data Sciences and Financial Data Systems. She has over 20 years’ experience within the tax and accountancy software industry.

    Wendy’s focus is on how a business strategy and product vision can evolve through its customers and people. She translates customer needs into a software approach that solves pain points and provides new opportunities. She prides herself on her ability to anticipate the challenges that today’s accountants will face tomorrow.

    Wendy has an MBA in Strategy from Henley Management College, holds a Chartered Tax Adviser (CTA) qualification and is a member of the Association of Taxation Technicians (ATT).


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  • Mat Castle

    Smart Pension

    Business Development Director

    Mat Castle has been business development director at Smart Pension for two and a half years. Before that, he was MD at various organisations and has founded successful tech firms in the UK and overseas. He has also operated as a freelance business growth consultant and trainer, working primarily in the SME market.


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  • David Graham

    Qubic Tax

    Director

    David is a Chartered Accountant who previously worked for KPMG before focusing on niche tax planning at Qubic. David is experienced in advising on a wide range of tax issues for businesses and their owners, including tax efficient reward and remuneration planning solutions, as well as on various trust, property and restructuring engagements.


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  • Chris Astle

    Think Forwards

    CEO

    CEO of Think Forwards, which specialises in helping businesses develop growth strategies and to implement transformational business & finance projects; CFO of eWaterPay, providing innovative IOT technology water solutions to the developing world; Resident CFO at the FD magazine; Guest lecturer at the Henley MBA school.


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  • Rebecca Benneyworth

    Rebecca Benneyworth Training

    Lecturer & Writer

    Rebecca is an ICAEW Chartered Accountant is well known as a tax speaker right across the UK.. She has her own small practice in Gloucestershire, and is currently implementing digital accounting for all of her clients. Rebecca is chair of the Digital Advisory Group, advising HMRC on making tax digital, and was awarded an MBE for services to the tax profession in 2012.


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  • Phil Hobden

    FUTRLI

    Senior Strategic Advisor

    As a Senior Strategic Advisor for FUTRLI, Phil helps accountants in practice both in the UK and global markets to deliver market leading forecasting & reporting to their clients through FUTRLI’s innovate platform.


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  • Paul Bulpitt

    Xero

    Co-Founder of the Wow Company and Head of Accounting at Xero

    Paul Bulpitt is the co-founder of The Wow Company and Head of Accounting at Xero. Paul founded The Wow Company in 2004, building a fast-growing national firm exclusively serving small businesses. Driven by a focus on personal relationships, a world-class client experience and simple processes, The Wow Company has earned numerous accolades and awards, including the Practice Growth and Practice Excellence awards. Paul’s mission is to empower people to build beautiful businesses.


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  • Paul Mason

    Abbey Tax

    National Account Manager

    Paul joined Abbey Tax in 1997. He worked in general practice before moving into the insurance and consultancy arena. He regularly speaks on IR35 and works closely with our investigations specialists in a team whose role is to ensure freelancers get the best defence in an IR35 enquiry.


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  • Paul Turnbull

    NatWest Aptimise

    APtimise Solution Specialist

    Paul has spent 10 years providing customer focused Payments and Cash Management solutions to UK businesses. Paul and the NatWest APtimise team are working to improve and simplify the AP journey for UK companies by bringing the best of fintech and bank expertise together in delivering the APtimise platform to market.


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  • Paul Byrne

    BrightPay Payroll

    Managing Director

    Paul Byrne is Managing Director at BrightPay. After qualifying as a chartered accountant, Paul went on to set up and manage his own accountancy practice. This helped Paul understand the needs of both SMEs and accountancy practices. We now provide quality software products and excellent customer service to over 100,000 businesses across the UK and Ireland.


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  • Sharon Pocock

    Kinder Pocock

    Founder

    Sharon Pocock FCCA formed Kinder Pocock in 2005, and is known for embracing new technologies, having managed Kinder Pocock’s move to the Cloud in 2012.  She is constantly investigating new and simpler ways of doing things, particularly where these make the load lighter for her clients. As a result Sharon is an expert in improving practice efficiency through the use of automation and cloud based technology.

    Sharon was named Xero UK’s MVP in 2016, and Kinder Pocock were awarded Practice Excellence Client Service Firm of the Year 2017, and have been shortlisted for many awards over the past few years for innovation and client care.  Sharon is also co-author of the new book The Accountants Millionaire’s Club with Heather Townsend, Sian Kelly, Guy Robinson and Paul Miller.


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  • Michael Austin

    Blue Dot Consulting

    Founder & MD

    Michael Austin runs Blue Dot Consulting, an accountancy practice focussed on owner-managed businesses. No Luddite, Blue Dot Consulting has been 100% cloud-based for several years, Michael is keen to embrace technology that help clients run their businesses but is sceptical of software that is more sizzle than sausage.


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  • Louise Prophet

    Wolters Kluwer

    New Business Account Manager

    Louise leads the Digital Specialist Team in the UK & Ireland for Wolters Kluwer. Her team guide accountancy practices and businesses to adapt from on-premise solutions and historical processes to the online world of data processing. Louise has extensive working industry knowledge, advising our client how they can revolutionise their process management to achieve the greatest efficiency alongside the provision of Wolters Kluwer Cloud Software Solutions. These include; One Click, Twinfield Online Accounting and Basecone for document capture and real-time processing.


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  • Matthew Bailey

    Gbooks

    Founder

    Matt Bailey is the founder of Gbooks, the leading cloud-based tax and accounts system. Matt is a Chartered Tax Adviser and Chartered Management Accountant, and has worked in the finance and accountancy field for 20 years.


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  • Mark Barraclough

    Xero

    Product Marketing Consultant

    Mark has over ten years experience in the Accountancy, Tax and Business Advisory environment. Four years ago he joined Xero with his core responsibilities being cloud marketing & consulting within the UK Product Marketing Team. He is responsible for Xero Practice in the UK, looking at Xero’s strategic vision and product enchantment.


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  • James Ashford

    GoProposal

    CEO of GoProposal

    James Ashford works exclusively with leading firms of accountants from around the world, helping them to systematize their firms so they can deliver maximum value and incredible experiences to their clients. James is the founder of GoProposal, bestselling author of “Selling to Serve” and Director at My Accountancy Place.


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  • Beth Jeremy

    CloudyGroup Ltd.

    Marketing Executive

    Beth joined CloudyGroup in the summer of 2017 to look after marketing and public relations for the group and comes from a background in HE Marketing. With a wealth of experience in lecturing for the Chartered Institute of Marketing, Beth’s knowledge and delivery are both engaging and informative.


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  • Haydn Thomas

    NatWest

    Head of Business Development, Business Banking

    Haydn has held a number of senior roles within Natwest, becoming Head of Business Development in 2016.

    His role involves developing and implementing key business development plans that are consistent and successful across the UK.

     


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  • Ashley Doody

    Personal Group

    CIO

    Ashley Doody is CIO for Personal Group PLC, an employee services business established since 1984. An electronic engineer by training and background in software development including many years at Thomson Reuters where he implemented an SAP solution, developed a number of online legal research tool and was CTO of their UK legal information business.


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  • Mark Tickel

    Hilton Sharp & Clarke

    Consultant

    Having been an accountant for just over 30 years I am convinced that with the current (and ever improving) level of fantastic software tools that are now available to our profession, there has never been a better and more rewarding time to be an accountant. We can now have the regular, valuable and interesting conversations with clients that they have always wanted their accountant to have with them.


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  • David Hassall

    XU Magazine

    CEO

    David is the CEO of XU Magazine. A magazine for Xero users by Xero users. After running his own practice for a number of years David realised the potential for such a publication along with his brother. This simple idea has now turned into a great platform to help Xero users and advisors.


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  • Dominic Allon

    Intuit QuickBooks

    VP Europe

    Dominic Allon is VP Europe, Intuit QuickBooks and is focused on helping businesses and accountants get the most out of the internet. Dominic joined Intuit QuickBooks in August 2016 having spent three years as Managing Director of Google Hong Kong. Before Hong Kong, he spent seven years working for Google UK where he managed media agency partnerships and also worked closely with the government and tradebodies to pioneer digital advertising self-regulation.


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  • Alex Martin

    Premiere Capital

    Alex Martin – Corporate Business

    Alex has had a varied sales and marketing career with companies including Coors, Diageo and Mood Media. More recently he co-wrote and produced a feature film starring Mark Benton, Michael Smiley and Ronni Ancona and brings direct experience of the film financing process including securing EIS and UK Film status for his own production.


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  • John Whelan

    My Digital Accounts

    CEO

    John operated as an accountant for 3 decades before starting his Accounting and Payroll software Business, My Digital Accounts. Previously, John was MD at 3 separate umbrella payroll businesses including Paystream for 4 years in the late noughtie’s. His favorite topics are Tax and IR35 (which makes him really fun at parties!).


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  • Alan Woods

    Woods Squared

    Managing Director of Woods Squared & Implementation Manager for Europe for Panalitix

    Alan Woods is the Managing Director of the highly successful and respected business growth accountancy firm, Woods Squared. Alan has embraced technology for both his firm and his clients and has proven that the right approach can reap rewards.


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  • Simon Connell

    webexpenses

    Expenses Consultant

    Simon is a specialist in solutions consulting across a variety of industries and specialises in uncovering issues and finding ways to fix them. Simon works as an expenses specialist helping companies discover the problems they face and identifying ways to drive efficiency and save money including identifying VAT “black holes”.


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  • Peter Simons, FCMA CGMA

    CIMA

    Associate Director of Research – Management Accounting

    Peter Simons is a CIMA member who has many years’ experience in business before joining his institute as a member of staff in 2006. Peter is now Head of Future of Finance Research with CIMA. He works with employers, consultants, software vendors and academics to explore the future roles of organizations’ in-house finance professionals. Peter’s research contributes to the development of the CIMA syllabus which underpins the CGMA designation. He also writes articles and reports and works with colleagues across CIMA’s value chain to support members.


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  • Mark Holton

    Smithink

    Director

    Mark Holton has more than 30 years’ experience as an Accountant and Tax Agent in practice. He is a respected consultant in taxation and business management, in particular business advisory services implementation and delivery using key structured advisory systems and software.


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  • Nichola Ross Martin

    Rossmartin.co.uk

    Director

    SME tax specialist Nichola Ross Martin CTA (fellow) FCA is founder and designer of www.rossmartin.co.uk, a practical tax database. The site receives over 1 million hits per month. She says, ‘Conventional publishing failed to answer my FAQs or deal with my client queries so I created this unique and practical online virtual tax resource for accountants and advisers instead.’


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  • Adam Jeacock

    Emergesecure

    Head of Marketing & Business Development

    Part of the senior management team, I am responsible for global marketing and the UK sales team. I am highly experienced in document security and passionately believe in efficient we services for secure and sensitive documents.


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  • Annabel Kaye

    KoffeeKlatch

    Director

    Annabel Kaye runs founded Irenicon (a specialist HR and employment law consultancy) in 1980. Since then she has helped thousands of business people work out how to contract and manage the people they pay in a way that is appropriate for their business. She supports micro entrepreneurs (through her KoffeeKlatch service).


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  • Anne Davis

    Institute of Financial Accountants

    Head of Regulation & Policy

    Anne is Head of Regulation and Policy at the Institute of Financial Accountants and Vice Chair of the Accountancy Affinity Group, a forum in which professional bodies work collaboratively to develop accountancy sector supervisory policy to promote consistency in standards and best practice. Anne is also a Chartered Accountant and member of the IFA.


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  • Gary Addison

    Redundancy Claims UK Ltd.

    Sales Director

    Gary Addison is a founding Director of Redundancy Claims UK and responsible for managing our key referrers, ensuring they are properly trained on the redundancy application process. Gary has unrivalled experience of the Employment Rights Act 1996 and case law along with a solid understanding of the insolvency process.


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  • Rich Neal

    MyWorkpapers Ltd

    CEO MyWorkpapers Group

    Rich is an innovator and world leader of online work-paper platforms for accounting practices, giving firms work-paper packs, collaboration, task management, workflow and compliance. Rich’s previous work experience: 16 years in public practice (and partner for 6, and 10 years Big 4), founder of KeePad and early stage investor of Turning Technologies – USA’s fastest growing privately held software company 2007.

     


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  • Dan Sullivan

    Intuit QuickBooks

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  • Zena Everett

    CABA

    Careers Expert & Trainer

    Zena is a careers expert and trainer for CABA. Qualified as an Executive Coach, she now coaches high performers and helps organisations to build confident, ambitious cultures. Zena works with CABA to deliver courses on career management. She coaches on the Executive MBA programme at Oxford University’s Said Business School and is the author of Mind Flip: Reinvent your Future.


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  • Robert Rattray

    r2 Finance Limited

    Director

    Rob Rattray is a CIMA Member in Practice & Director of an FCA authorised Corporate Finance firm. Rob provides funding/M&A advice to SMEs. As a Consultant at LockDutton, Rob provides deal support for partners. In 2015/2016 he was awarded 1st prize for ICAEW/CISI Corporate Finance exam & also 8th globally/1st in the UK SE for a CIMA case study.


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  • Jim Leeves

    Xero

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  • Alex Falcon Huerta

    Soaring Falcon Accountancy

    Director

    ACCA International Assembly Member, Xero’s Most Valued Professional 2017, Multi award winner, All Party Parliamentary Group Advisor
    Being at the front end of change is exciting, exhilarating and creates enormous potential for success.
    With a background as an accountant working with progressive small businesses, what has been amazing to see is how technology and entrepreneurship have accelerated what is possible.


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  • Narayanan Vaidyanathan

    ACCA

    Head of Technology Insight

    Narayanan is head of business insights at ACCA. He has a global remit for the topics he covers and leads a team of subject-matter and policy experts with diverse skills. He oversees ACCA’s futures research exploring the impact of future trends on business, and on the profession. He is the staff expert for the Accountancy Futures Academy Global Forum.


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  • Chris Baber-Davies

    Sage

    Key Accounts Partner

    With a personable consultative approach Chris excels in identifying and addressing key issues, excelling under pressure, thriving when faced with challenge, managing team members effectively and contributing to the running of the business, adopting the company’s goals and vision.


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  • Amanda C. Watts

    TwentyTwo Agency

    Managing Director

    Amanda is a marketing consultant for accounting firms. She’s a speaker, best-selling author and founder of the British Accounting Marketing Awards. Since 2009 she’s helped over 500 companies launch or grow through her agency, her work with Virgin Start-Up and training and mentoring. Amanda’s marketing processes enable accounting firms to more profitable, scalable and saleable.


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  • Peter Erceg

    Lockton

    Senior Vice President, Global Cyber & Technology

    Peter Erceg joined Lockton’s Global Cyber & Technology team in June 2016. He assists clients with their understanding on the technical and business risks in Information and Cyber Security. Peter is based in London and works with clients across the globe.


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  • Jenny Strudwick

    IRIS Software

    Senior Product Manager – Tax

    Jenny, Senior Product Manager for Tax Products at IRIS, has been instrumental in major tax changes over the last 15 years from FBI to iXBRL and now MTD. Jenny works closely with HMRC as they develop their MTD strategy. Prior to IRIS Jenny spent a number of years in practice.

     


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  • Philippa Hume

    Intuit QuickBooks

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  • Joanne DelBalso

    Be Socially Awesome

    Social Media Strategist / Owner

    Since 2007 Joanne has used her quirky and fun sense of humour, coupled with her natural talent for teaching and has developed a successful accounting practice. With her social media consulting, Joanne teaches accountants how to stand out by sharing their “story” on social media. Joanne is also a national speaker on topics of social media and practice development


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  • Amanda Rosewarne

    CPD Standards Office

    CEO & Founder


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  • Gary Jones

    Cloud Geeni

    Head of Sales

    Gary has over 15 years’ experience delivering sophisticated cloud solutions to professional services companies and helping SME’s & large multi-nationals create the best cloud systems to support their business; delivering measurable returns. With extensive experience supporting Accountants, Gary shares his insight and helps Accountants to understand the most effective IT solutions to both protect data and achieve business growth.


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  • Brad Burton

    Brad Burton LTD

    UK's #1 Motivational Business Speaker

    Regularly motivating global organisations like Bentley, JCB & Costa, it’s no wonder that Brad Burton holds the title of UK’s #1 Motivational Business Speaker. Also the UK’s highest-rated 5star business author and founder of 4Networking, the UK’s largest joined-up national business network.


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  • Lyn Bromley

    First Impressions Training Ltd

    Managing Director

    Lyn Bromley is managing director of First Impressions Training Ltd. She is an experienced people manager, trainer and consultant.  Her wide-ranging corporate background spans finance, training, consultancy and project management. She held senior leadership positions and has worked with clients from a whole host of industries, from financial services to law, from SMEs to blue chip organisations.


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  • Matthew Oakley

    SAP Concur

    Director, SMB Client Development

    Matthew has over 10 years’ experience working with organisations on a range of outsourced technology and service led improvement projects, especially within finance departments. Matthew and his team are committed to ensuring their customers have the insights they need to make better business decisions, while making overall expenses and supplier invoice processes easier.


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  • Richard Bearman

    HSBC Bank Plc

    Head of Small Business UK

    I have worked for HSBC in the UK for 17 years. Currently, I lead a team of colleagues responsible for 650,000 small trading businesses and a further 200,000 entities including charities, clubs and societies. I have a particular interest in combining the on-going digital transformation of our business with ensuring our people are at the heart of their business communities.


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  • Damon Anderson

    Xero

    Director of Partner & Product, Xero

    Damon is a leader in fintech with over 15 years’ experience delivering digital marketing and payments technology, and is responsible for Xero’s partner product strategy and direction. Damon has held senior commercial, product and marketing roles at American Express, Visa Europe. Prior to Xero he rose to Global Head of Product at FTSE100 global payments processor, Worldpay.


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  • Paul Ormrod

    Slide

    Founder

    Paul is Founder & Executive Vice Chairman of Cashfac, the leading cash management software, and creator of Slide: Cashfac’s new cash management app. Paul has led Cashfac since its inception, overseeing technology development & business expansion. Paul is a Fellow of the Chartered Association of Certified Accountants & Member of the Chartered Institute of Securities & Investment.


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  • Hugh Johnson

    Suntico

    SVP Business Development

    Hugh is a regular contributor to AccountingWeb on the subject of using Microsoft Power BI and the creator of Accounting Insights for Sage 50 which is the only Microsoft Power BI Content Pack available for Sage 50. He is a senior vice president of Suntico, an online financial data platform that works with popular small business accounting software.


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  • Paul Goldney

    Wizard Cyber

    Managing Director

    Founder of the Wizard Group which is dedicated to the provision, cyber security, and support of IT systems to firms working in UK professional services. With over 25 years of experience, Paul is an authority on effective deployment of IT infrastructure and the mitigation of the risks associated with cybercrime.


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  • Gordon Gilchrist

    2020 Innovation Training Ltd

    Marketing Director

    Gordon Gilchrist is a recognised global leading consultant to accountancy firms in the areas of marketing, strategic planning, practice management and increasingly succession issues including buying, selling and merging of accountancy practices. He trained as an accountant in the UK and later worked with Grant Thornton.


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  • Joshua Riffe

    FUNancial Services

    Chief FUN Officer

    The CFO, Chief FUN Officer, Joshua has performed onstage and delivered presentations/workshops to over 1.2 million people in over 28 countries around the world. After 20 years’ experience in the Entertainment, Hospitality and Leisure Industries on Cruise Ships and World Class Resorts, he moved to Newcastle, UK…..you know….for the weather. Why else? Come see…


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  • Amar Ali

    Reiss Edwards

    Director and Solicitor

    Amar Ali is a Solicitor and the founder of Reiss Edwards, a specialist Immigration Law Firm. He successfully graduated with a 1 st Class LLB Honours. Following completion of training as a barrister, he crossed over from the Bar and was admitted as a Solicitor of England and Wales. Amar obtained his experience in Immigration law working as an in-house advocate at various boutique Law Firms before setting up his own legal practice, Reiss Edwards. In the last three years Reiss Edwards has grown rapidly, targeting the Business immigration sector.


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  • Donna Whitbrook

    First Impressions Training Ltd

    Corporate Associate

    Donna Whitbrook is an experienced corporate consultant, leadership coach and people developer. She has held senior positions in Banking and Finance and board level positions in the public and third sectors. Her extensive corporate background spans finance, training, consultancy, performance improvement, governance and strategy.


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  • Alan James

    Avalara Europe Limited

    Strategic Alliance Manager – Accounting & Consulting Partners

    Alan James has twenty years’ experience in Tax Technology. He originally trained with Arthur Andersen and then moved to Deloitte to their Tax Management Consulting business. For the last ten years he has worked in the tax software industry helping mid-market companies, large multinationals and consultancy firms as they pursue their tax technology agenda.


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  • Alex Davis

    Intuit QuickBooks

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  • Vicki Banthorpe

    Momentum for Professionals

    Managing Director

    With nearly 20 years of marketing experience in the accountancy marketplace, Vicki knows what works when it comes to marketing your practice. She has a ‘back to basics’ approach to help you adopt marketing activities which are right for your firm and has one aim – to “make your marketing happen”.


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  • Martyn Redman

    VIVAT International Ltd.

    CEO

    Martyn, FCPFA, has had a 50 year career covering both the public and commercial sectors. Financial Consultancy was provided to major international brands including Apple, GEC, HP, Rhône-Poulenc and E.S.C.C. The last 20 years has been as CEO of VAT International PLC and latterly as CEO of VIVAT Online, both focusing on solutions for international VAT issues.


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  • Tony Margaritelli

    ICPA

    Chairman

    Tony Margaritelli has been in practice for over 20 years and as Chairman of the ICPA he has seen it grow to over 1,200 members. As a blogger, writer and webinar presenter he brings a unique insight into what it means to be in practice in 2018.


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  • Adam Prince

    Sage

    VP, Compliance Product Management


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  • Rudi Jansen

    Rudi Jansen

    Head Coach at Accoa and Author of the Amazon best-selling book, ‘The Highly Profitable Accountant’

    Rudi Jansen is the Head Coach at Accoa and the author of the Amazon best-selling book ‘The Highly Profitable Accountant’. He runs the UK’s leading coaching programme for accountancy practice owners helping them to increase their profits, work more efficiently and extract themselves from the day-to-day running of the practice.


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  • Ed Molyneux

    FreeAgent

    CEO

    Ed Molyneux is CEO and co-founder of FreeAgent, the Edinburgh-based, market-leading cloud accounting software for micro-businesses, contractors and the accountants who work with them. Ed founded FreeAgent in 2007 after a career in the RAF and four years as a freelance IT consultant. In 2016 the company floated on AIM.


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  • Elaine Clark

    cheapaccounting.co.uk

    Managing Director

    Chartered Accountant Elaine Clark is Managing Director of award winning digital accountancy practice www.cheapaccounting.co.uk; a network of UK based qualified accountants & tax advisors operating as franchisees under the CheapAccounting.co.uk brand.


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  • Caroline Miskin FCA CTA

    ICAEW

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  • Jane Mitchell

    Xero

    Education Specialist (payroll)

    Jane comes from a teaching background and taught accounting for over 10 years. She set up a small accounting practice in 2013 and made the decision from the beginning to run that as a 100% Xero practice. In 2017 Jane joined Xero as an Eduction Specialist.


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  • David Finch

    Mewstone Professional Services Ltd

    Director

    David runs a risk management consultancy; is Finance Director of a property management company; and independent Audit Committee member of a social housing association managing 30,000 properties. Specialising in operational risk management, he has extensive experience working with boards across retailing, manufacturing, & logistics, sometimes in challenging circumstances.


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  • Steve Reynard

    Intuit QuickBooks

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  • Jenny Lowe

    Sage

    Product Marketing Manager


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  • Diane Lucas

    Direct Management

    Accounting Consultant

    Diane Lucas is a multi-award winning bookkeeper who is passionate about helping business owners and industry colleagues simplify their businesses with systems that are effective and innovative. Her business Direct Management specifically uses cloud based solutions where ever possible. Diane believes that the only constant is change.


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  • Guy Pearson

    Practice Ignition

    CEO of Practice Ignition / Chairman of Interactive Accounting

    Guy Pearson is an award-winning entrepreneur, a keynote speaker, a Chartered Accountant and a self confessed geek. Guy started his mutli award-winning cloud accounting practice in 2010 and stepping out to create Practice Ignition in 2013 to help change the accounting industry for the better.

    His mantra is “Utilitarianism” – the greatest good for the greatest number.


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  • Paul Budgen

    Smart Pension

    Paul is an experienced strategic business leader with vision, passion and drive. He leads high performing client management and marketing teams in the manufacture and distribution of complex financial solutions to both intermediates and direct to corporate clients. He has over 25 years of experience gained with leading providers of Workplace Pension Schemes. He understands the challenges faced by employers, trustees, intermediaries and scheme members in a changing savings market. He regularly contributes to debates, blog and present on how to meet those challenges and deliver great member outcomes in retirement.


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  • Richard George

    The Learn Centre

    Payroll Education and Training Director

    Richard has over 30 years’ experience in payroll, with 20 years delivery and management in blue chip companies, significant experience in senior client relationships along with senior management in a large payroll bureau. Richard has been involved in running industry forums and frequently speaks at industry conferences and events.


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  • Shane Lukas

    AVN

    Managing Director

    Shane Lukas has worked with over a thousand accountancy practices over a 20 year period; developing powerful tools and resources that have successfully helped accountants’ average client fees progress from 3 figure averages to 5 figure averages.

    He is an Amazon No1 Best Selling Author, inspiring speaker and a disruptive thinker within the Accountancy profession.


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  • Della Hudson

    Hudson Business Advice Ltd

    Business Consultant

    As the owner of Hudson Accountants Della used Twitter and other social media to great effect in building a network which generated referrals both online and offline. Using social media well allows you to punch above your weight. In recent years, although a sole practitioner, Della was 20th and 27th in the Economia 50 list of Top Financial Influencers.


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  • Lee Bennett

    Wolters Kluwer

    Product Specialist - CCH Central

    Having initially trained as an Accountant in practice, Lee made the successful move in the software world training, consulting and implementing software designed for Accountancy Practices. Over the years Lee has helped many clients implement solutions taking advantage of market leading technology allowing them to become more efficient in their day to day role.


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  • Darren Jasper

    PKF-Francis Clark

    Head of Cloud Accounting


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  • David Harmer

    Accountax

    Tax Consultancy Manager

    David manages the Accountax tax consultancy division providing seminars, training and advice nationwide on all areas of technical and contentious issues. He is most well-known for leading our Umbrella and Managed Service Company (MSC) team where he helps clients set up and run their own umbrella, navigate the raft of employment and tax laws and defend themselves against HMRC.


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  • Steven Kuhn

    Baldwins Accountants

    Head of Software Solutions

    Steven heads up Software Solutions at Baldwins Accountants, one of the fastest growing accountancy firms in the UK. His background in is practice, commerce and software and with business systems in the UK and Internationally. Steven was one of the founding members of PKF National Computer Committee in South Africa. He was also the first distributor of Alchemex internationally (acquired by Sage as Sage BI) and worked at a BP developing the first cloud deployments of business systems.


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  • Wendy Bradley

    Tiintax

    Writer

    Wendy Bradley is a former tax inspector and impact assessment specialist who writes on tax policymaking and consultations on the Tiintax blog. She has written for Taxation, Tax Journal and the Guardian website, and currently writes for Accountingweb. She is the author of Tax Prats and Citizen Stakeholders (Sage) and the chapter on tax in “Scotland 2021” (Barrow/Small).


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  • Perry Gemmell

    Xero

    Education Specialist

    After graduating with a First class degree in Accounting and Finance, Perry joined Xero in the customer experience team. He’s now an education specialist dedicated to training accountants and bookkeepers on all things Xero. If you like Xero, the gym or Nandos chicken, Perry’s the guy to talk to!


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  • Kevin Hall

    Gabelle

    Associate Director

    After graduating from Oxford University, Kevin qualified as a Chartered Accountant, specialising in VAT since 1998. He advises a wide variety of clients on VAT issues, including property, international transactions, schemes for small businesses, financial services, yachts/aircraft, HMRC investigations and margin schemes. Kevin writes and lectures on VAT and has contributed to HMRC’s VAT Manuals, particularly regarding financial advisers.


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  • Chris Hooper

    Accodex

    CEO of Accodex

    Chris believes that the definition of an Accountant is inevitably going to evolve. He believes that progressive change is necessary and has built his career around predicting the future of accounting trends.  The foundations of Accodex were built upon a clear purpose: To Democratize Business Intelligence Globally.


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  • Susan Rahman, FCA

    KWSR

    Managing Partner

    Susan Rahman runs KWSR, a thriving firm in South West London and is the author of an entertaining blog – ‘Growing Pains’ – a secret diary about surviving running an accountancy business. She has put her experience to practical use with the development of Onkho – a technologically advanced productivity tool to streamline the running of a practice and improve workflow.


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  • James Byrne

    AccountancyManager

    CEO & Co-Founder

    CEO & Founder of award-winning software, entrepreneur, problem solver with a demonstrated history of working in the accounting industry. Working as a junior accountant, James has gained knowledge of the industry which gave him the backbone to creating AM.


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  • Melissa Field

    TaxCalc

    Support Manager

    Looking after our customers is at the heart of everything we do at TaxCalc. And that’s just what Melissa’s been doing for the last five years as our Customer Support Manager. As well as motivating our support staff, Melissa brings a wealth of knowledge and passion to all things tax.


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  • Simon Armstrong FCA

    Menzies LLP

    Senior Manager

    Leading the Outsourcing team in Menzies central London office, we help our SME clients with a broad range of business issues, ranging from book-keeping and management reporting requirements, through to the implementation of systems and technology – allowing clients to make better business decisions.


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  • Simon Chaplin

    Pull Your Socks Up Simon Ltd

    Director

    Simon Chaplin spends his time inspiring, challenging and supporting accountants and their teams to be the best they want to be. Simon is a qualified accountant and only shares practical tools and tips that he has successfully implemented in his own practice.


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  • Paul Dunn

    B1G1

    Chairman

    Paul is a 4-time TEDx speaker. He’s the Inaugural Recipient of the ‘Outstanding Contribution to the Profession’ Award. He developed the radical Accountants’ Boot Camp process enabling over 17,000 Accountants worldwide to work with their clients in new ways. He recently featured in Forbes alongside Sir Richard Branson in a global piece on disrupters in business.


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  • David Scott

    Sage

    Business Development Manager

    David is a confident self motivated team leader with the ability to engage with a variety of individuals. Knowledgeable in regards to business, accountancy, sage products and increasing productivity. I am an accomplished martial arts coach and run a successful club catering for all levels from complete beginner all the way up to professional level.


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  • Hannah Dawson

    FUTRLI

    CEO & Founder

    With first-hand experience in business, Hannah Dawson founded the all-in-one forecasting and reporting platform FUTRLI in 2014. Her goal was to offer easily understood insights to help businesses make decisions, either independently or with the support of an advisor. FUTRLI is growing, with users spread across 130 countries worldwide.


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  • Becca Young

    Xero

    Education Specialist

    Before joining Xero Becca spent 4 years in practice helping clients with their tax affairs and statutory accounts. Whilst in practice she completed her AAT and achieved membership status. Becca enjoys helping the partner community on their cloud journey and hearing how much they love using Xero.


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  • Martin Bissett

    The Upward Spiral Partnership

    Founder

    Martin Bissett is the 11 times author and founder of the Upward Spiral Partnership (USP), the international consulting firm that specialises in enabling the accounting profession to win higher end clients, create leaders from their ranks. His purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients.


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  • Natasha Kobrak

    Wolters Kluwer

    Senior Product Manager

    Natasha oversees the development of the online product portfolio in Wolters Kluwer’s UK Tax and Accounting software division. Natasha came to Wolters Kluwer from Xchanging where she was Product Director in their procurement division. She has spent the last 13 years working in cloud product management and strategy for a range of online enterprise solutions.


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  • Iraj Idafar

    Potamo Consulting (Making Tax Digital Consulting)

    Managing Director

    Iraj is a trained accountant and has run his own practice for 8 years. He runs this company using systems to ensure he is ahead of the curve. He therefore has practical experience and is best placed to advise on the most suited technology to support changes mandated by the regulatory change, MTD, coming into effect in April 2019.


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  • David Norris BA FCA

    SWAT

    Executive Director

    David is the Training Director of SWAT and is responsible for the content, delivery and development of all SWAT courses nationwide and online. David is also responsible for the Southern region and for the service delivered to all clients in that region. David also performs a large number of file review visits and lectures, mainly in the areas of audit and financial reporting


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  • Jo Tomlinson

    Business Works UK Ltd

    Owner and MD

    Jo is the owner of Business Works UK, a value based advisory service who solve real problems and needs for their clients. Our clients want more from their Accountant than an end of year history lesson. They want to work with advisors who they trust to give them advice on their business. This is a long-term relationship strategy.


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  • Helen Cockle

    FUTRLI

    Chief Revenue Officer

    Helen joined FUTRLI in 2015. Now managing all global revenue, following 12 years in accountancy recruitment, she’s coached hundreds of firms at different stages of their advisory journey. Spanning the UK to Australia, she specialises in sales and pricing. Previously a successful retail entrepreneur, Helen understands what clients want.


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  • Rory Forbes

    Compleat Software

    Divisional Director - eCompleat, Compleat Software

    Rory has 30 years’ experience in the design, development, sales, deployment and support of multiple accounting and ERP solutions including Infor SunSystems, Agresso, IBM Concorde XAL, Exact and Omicron. Rory joined Compleat in 2008.


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  • Ian Fletcher

    2020 Innovation Training Ltd

    Managing Director

    Ian is a well-known lecturer and business consultant with a reputation for his entertaining style and practical approach to practice management. Ian majors in management issues, specifically dealing with the systemisation of accounting practices. He is the co-author of books on business consulting and adding value.


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  • Kelly Stricklin-Coutinho

    39 Essex Chambers

    Barrister

    Kelly Stricklin-Coutinho specialises in tax disputes.  She has litigated in every level of tribunal, English Court, the CJEU and arbitral tribunals, and advises on enquiries.  She acts for clients from FTSE100 and FTSE250 companies to small businesses, and high net worth individuals.  She is ranked in the Legal 500, in International Tax Review’s Tax Controversy Leaders and Women in Tax.


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  • Liaqat Mir

    SWAT

    Practice Consultant

    Liaqat trained with a firm in central London and qualified as a Chartered Certified Accountant in 2001, before joining SWAT in 2008 as a Practice Consultant. At SWAT, Liaqat regularly performs compliance reviews for firms, ranging from sole practitioners to medium sized practices. Liaqat also frequently lectures student, tax and auditing workshops around London.


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  • Philip Douglas

    Compleat Software

    Managing Director & Divisional Director

    Phil worked as an in-house Chartered Accountant for Enterprise Rent A Car, before moving to the global travel company Grand Circle Travel in 2002, where he headed up the European division of the operation as the Financial Controller. Philip joined Compleat in 2008 and currently holds the position of Managing Director and Divisional Director of iCompleat.


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  • Clare Watson

    MyFirmsApp

    Head of Marketing

    With 25 years experience in B2B and B2C marketing, Clare’s experience spans full mix marketing across retail, consumer durables, construction, consultancy, cloud computing and software.


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  • Greg Carter

    Growth Street

    Chief Executive Officer

    Greg Carter is CEO of Growth Street, a business finance provider that provides capital to growing SMEs. Greg was part of Growth Street’s founding team. Previously, Greg worked at venture capital firm Arts Alliance Ventures, having started his career at Betfair.


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  • Simon Gray

    Career Codex Limited

    Founder & CEO

    Simon Gray FCA is a qualified Chartered Accountant, former professional recruiter and the author of Super Secrets of Successful Executive Job Search. Through Career Codex Limited he advises clients from across the world on how to define, find and secure the executive position they really want, not just the one they’ve seen advertised or had presented by a recruitment company.


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  • Matt Flanagan

    BlueHub

    Managing Director

    Matt Flanagan is a cloud business systems specialist, working in close partnership with forward thinking accountants to support their transition to cloud accounting & developing relevant advisory services. Assisting firms with their Cloud journey to convert from desktop/manual ways of working to adopting & utilising Cloud based best practices.


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  • Mark Wickersham

    Cloud Pricing

    Thought Leader

    Mark Wickersham, Chartered Accountant, public speaker and author, is known as the most sought-after profit improvement expert in the accounting community. Also a widely published author on practice issues, in May 2011 his first book, “Effective Pricing for accountants”, was a number 1 Amazone bestseller. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.


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  • Jamie Royston-Smith

    TaxCalc

    Sales Manager

    Jamie has been helping practices make step-changes in productivity and profitability with TaxCalc’s innovative, high-performance, low-cost software for over six years. Jamie brings great insight and experience to his role, offering thoughtful advice and clearly communicating TaxCalc’s many game-changing benefits for today’s – and tomorrow’s – practitioner.


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  • Clive Webb

    ACCA

    Head of Business Management, Professional Insights

    After an extensive career in practice covering audit, IT attestation, consulting and learning Clive joined ACCA’s professional insights team. Clive deals with business and technology related matters from the perspective of Chief Financial Officer.

    His research interests include the application of digital technologies to the finance function, and how they impact on the people and processes they support. He has a particular interest in the personal development aspects of an organisation.


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  • Warren Cass

    Practice Advantage

    Founder

    Warren Cass is an international speaker, a best-selling author on the subject of Influence and an award-winning entrepreneur. Through his business Practice Advantage he helps progressive accountants improve client retention, acquisition and engagement. Essentially future proofing their practice.


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  • Damien Greathead

    Receipt Bank

    Vice President - Global Accountants Program

    Damien is the Vice President – Global Accountants Programs, at Receipt Bank. He’s responsible for developing the programs that help accountants and bookkeepers around the world realise the benefits of Receipt Bank and the cloud. Prior to Receipt Bank, Damien was a Director at 2020 Group USA, which was acquired by Panalitix in 2016. Damien has 15 plus years experience consulting to accounting firms on technology adoption, pricing, and marketing and business development. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.


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  • Will Farnell

    Farnell Clarke

    Founder

    Will founded Farnell Clarke in 2007. Farnell Clarke became a 100% cloud practice in 2008 and has been at the forefront of the technological revolution ever since. Will regularly speaks on cloud accounting and digital practice transformation. He works with other firms to help them implement a digital practice strategy.

    Find Will on LinkedIn here: www.linkedin.com/in/willfarnell/


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  • Louise Hill

    Intuit QuickBooks

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  • Kevin McCallum

    FreeAgent

    Chief Commercial Officer

    Starting his working life in business banking with Bank of Scotland, Kevin moved into the accounting software industry more than 16 years ago to work at Pegasus.

    He joined the executive team at FreeAgent in 2010, and is responsible for relationships with other FinTech companies and also key commercial partnerships, particularly FreeAgent’s work with NatWest and Royal Bank of Scotland.


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  • Brian Palmer

    Brian Palmer FMAAT ATT (Fellow)

    Brian is a thought-leader on Making Tax Digital and sits as a trusted external on HMRC MTDfb working group as well as industry boards dealing with the roll-out of MTD. Brian also writes, lectures and advises extensively on the initiative. He is active in advising a top US accounting software company on its UK tax strategy. He is a past President of AAT.


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  • Juliette Peyraud

    Spotcap

    Senior Account Manager

    Juliette has extensive experience in account management after several years working for multinational corporations. Overseeing Spotcap’s relationship with partners, Juliette regularly travels across the UK to meet accountants and financial advisers, building up a wealth of knowledge into both the credit needs of SMEs and the services that accountants provide them with.


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  • Ceara Metcalfe

    Sage

    Product Manager

    Ceara has worked at Sage for many years and is an expert on all things payroll.


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  • Dave Hopkins

    Intellectual Property Office

    Business Engagement Manager

    Dave Hopkins is the Business Engagement Manager for the Intellectual Property Office. His focus includes work with the finance sector (bookkeepers, accountants and banks etc.) to highlight the importance and benefits of IP to the business community.


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  • Heather Townsend

    The Accountants Millionaire's Club

    Award-winning and Bestselling author and Professional Speaker

    Heather is the author and founder of The Accountants Millionaires’ Club. She is the ICAEW’s number one online influencer for accountants, and regularly appears in lists of the top 50 influencers for the accountancy profession. She is never happier than when she is helping her clients grow their practice or enjoying an adrenaline buzz on the netball court or her beloved mountain bike.


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  • Archna Tharani

    Oculus Accountancy

    Director

    Archna Tharani rapidly transformed a very traditional practice to an innovative cloud practice within a year. Her award winning practice, Oculus Accountancy uses all the latest technology to deliver smart solutions to their clients. The practice is fully virtual and the team have full flexibility as to where they work. Archna qualified at KPMG and worked in the Venture Capital industry before buying the practice. She is a speaker on cloud conversion topics and is passionate about technology in the accounting industry.


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  • Max Marcus

    Hubdoc

    Country Manager

    Max is the country manager of Hubdoc’s UK office, where he focuses on helping advisors automate the bookkeeping process. He’s been working with cloud accountants since 2016 as a customer success manager and onboarding specialist. Prior to that, Max obtained his MBA from the Rotman School of Management at the University of Toronto.


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  • Aynsley Damery

    The Clarity Project

    CEO

    Aynsley believes in inspiring entrepreneurs to create a better world. He is the CEO of a new technology startup that is giving small businesses the power to take back control of and manage their own data. Using blockchain, the platform will enable them to access finance and early stage funding and investment, whilst giving the business owners unique insights into their business performance and growth potential.

    Aynsley is a regular keynote speaker and has recently presented at the ICAEW Annual Practice Growth Conference, QuickBooks Connect and was invited as a guest to Sir Richard Branson’s Necker Island, to speak to a group of entrepreneurs from around the world about how to scale profitably. He is also involved with an award-winning accounting firm, a fintech accounting startup and is a founding board member of The Cyber Trust.


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  • Duncan Peel

    Opt Pensions

    Sales & Development Manager

    Duncan’s career ranges from customer service, to sales and account management within the Pensions sector and has achieved the Pensions Management Institute’s Certificate in Automatic Enrolment, providing him with an excellent knowledge of auto-enrolment. Working with Opt Pensions, Duncan has developed a thorough understanding of the concerns facing employers around their auto-enrolment responsibilities.


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  • Amanda Chadwick

    Croner

    Employment Law/Health & Safety/Employee Well Being Presenter

    Amanda has worked as a successful, presenter/broadcaster/author for over twenty five years advising tens of thousands of business owners with everyday issues in employment and health and safety law, by representing at tribunal, mediating, mentoring, presenting, writing and blogging.


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  • Carl Reader

    D&T Chartered Accountants

    Owner

    Carl is co-owner of d&t, a multi-million turnover award-winning accounting firm, building it from a small local practice to a national firm with high street brands as clients, and TaxGo. He is also regularly featured in the national press, radio and TV; together with the accounting trade press, and is widely considered as one of the UK’s leading business advisors.


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  • Daniel Richards

    MyFirmsApp

    Head of Sales

    Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for accountancy firms.


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  • Heather Elliot

    HMRC

    Agent Portfolio Lead on Making Tax Digital for Business

    Heather is part of the Customer Readiness and External Stakeholder Team (CREST) in Making Tax Digital for Business. She has had a range of Policy and Operational roles in HMRC. Originally in VAT teams but more recently working on cross-tax issues and on the development of digital services.


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  • Steven Cox

    IRIS Group Limited

    Chief Evangelist

    Steve Cox is a technologist and accountant who looks at how technology can simplify the modern accounting world. Currently the Chief Evangelist for IRIS Group, Steve has worked closely with customers, software companies and the government and is championing the digital transformation of the UK SME and Accountants.


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  • Garry Carter

    Institute of Certified Bookkeepers

    CEO

    ICB CEO Garry Carter is a passionate advocate for bookkeepers and small business. Garry heads up a worldwide network of Certified Bookkeepers who have all achieved the most rigorous qualifications in their sector. By raising the standard and profile of the bookkeeping profession, ICB Bookkeepers are firmly established as the trusted advisors by micro and small businesses.


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  • Julia Wedgewood

    Sage

    Channel Lead Accountants


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  • Haseet Sanghrajka

    City Dynamics

    CEO

    Haseet Sanghrajka is the CEO and founder of City Dynamics, the leading provider of Microsoft Dynamics CRM and ERP solutions to the financial and professional services market. A Chartered Accountant having worked at Mazars, then the biggest Dynamics partner outside of the US where he designed a methodology for delivering Dynamics that became a gold standard for the industry


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  • Mark Lee

    BookMarkLee

    Speaker, Mentor and Debunker

    Mark is frequently identified as a top accountancy influencer and thought provoker. He has written and spoken for hundreds of firms and thousands of accountants. He especially loves helping sole practitioners to achieve more success. His online articles have been viewed well over a million times. His fun talks are always focused on what is practical and commercial.


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  • Caroline Fleet

    Gabelle

    Partner

    Caroline is a Fellow of the ICAEW with over 15 years in the profession. She has specialised in advising on tax associated with real estate for over a decade. Her clients have ranged from institutional investors and corporate developers to individuals. Caroline has particular experience in advising on trading vs investment considerations, holding structures and SDLT.


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  • Chris Downing

    Milsted Langdon

    Business Intelligence Partner & Director

    Chris has been with Milsted Langdon LLP – a firm that provides a full range of accounting and business advisory services – since graduation and is responsible for the development of Milsted Langdon’s Business Intelligence department. His team improve the quality of client’s management information with an overarching aim to empower organisations to monitor their own performance in real time.


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  • Jane Aylwin

    Future Bookkeeper Ltd

    Business Owner & Professional Bookkeeper

    Jane Aylwin – Certified ICB Member in Practice – is passionate about entrepreneurial small businesses and the role accountants & bookkeepers have to play in the business world. A true believer in the awesome power of data, a huge advocate of the ‘accounting revolution’ and an excitable supporter of cloud technology.


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  • David Tuck

    Chaser

    CEO & Founder

    David Tuck is the Founder & CEO of Chaser, the market leading cloud-based credit control software that helps businesses save time and boost their cash flow. After qualifying as a Chartered Accountant and Tax Adviser at Deloitte, David went onto head up finance teams for Fever-Tree and WAYN.com before starting Chaser.


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  • John Hood

    Gabelle

    Partner

    John has 20+ years of experience in tax investigations. He specialises in representing businesses facing investigation under Code of Practice 8 or 9 involving Specialist Investigations of HMRC. John is experienced in dealing with the facilities offered by HMRC to allow people to update their tax affairs and provides practical advice and guidance on all aspects of making the disclosure.


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  • Itzik Amiel

    THE SWITCH® | Power Networking Academy™

    Business mentor, keynote speaker, Growth & Personal Branding Expert

    Itzik is considered the global leading authority on networking, relations capital & global expansion. He is a sought-after speaker, trainer, business mentor, lawyer & accountant. He is also the bestselling author of “The Attention Switch” & Founder of www.THESWIT.CH, the global community for professional to SWITCH their relations to Referrals+Revenue+Results , Stand-out & Grow.


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  • Phil Thornton

    Wolters Kluwer UK

    Senior Product Manager

    Phil has a wealth of knowledge and experience in the accountancy sector and having previously worked in-house as an accountant before moving into the world of commercial and product management. As Senior Product Manager, Phil is responsible for bringing our Digitalisation strategy to market, ensuring our solutions are based on the needs of our customers and all of their clients.


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  • Darren Cran

    AccountsIQ Limited

    Managing Director

    Darren Cran is MD of AccountsIQ. With 20 years’ experience in accountancy practices, initially as a chartered accountant with KPMG, followed by senior finance roles in business, Darren has implemented numerous finance and business systems, and lectures on Digital Transformation for finance functions at the Institute of Chartered Accountants Ireland.


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  • Michael Office

    Sage

    Vice President Accountants

    My career so far has taught me four lessons that I live by:

    1. Be obsessed with walking in the customer’s shoes to truly understand needs, wants, feelings + dreams.

    2. Socialise these needs + dreams into teams to spark innovation… coaching + leading teams to stay razor focused on what matters: customer value

    3. Lead with relentless focus on inspiring ideas


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  • Richard Tailby

    Opt Pensions

    Regional Development Manager

    With over 20 years experience in financial services, Richard’s experience covers both sales and sales managerial roles and his expertise in the market is now being utilised in his position as a regional development manager with Opt Pensions.


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  • Marc Stewart

    Xero

    Lead Education Specialist

    Marc Stewart joined the Xero education team in July 2016. Prior to Xero he spent four years as an accounting software trainer in the Foreign & Commonwealth Office, training staff at British Embassies all over the world, whilst also studying with the AAT.


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  • Stuart Pringle

    PracticeWEB

    Head of Sales and Account Management

    Stuart has 13 years’ experience of working across digital marketing, lead generation and growing revenue through digital. Stuart brings in agency experience from a number of sectors and has in the past counted Microsoft, Google, Salesforce, SAP and Zendesk among his clients. Stuart originally hails from the very north of Scotland but we don’t hold that against him.


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  • Steve Pipe

    stevepipe.com

    Researcher, author and practice strategist

    Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better.

    Steve is a best-selling author, dynamic speaker, and founder of the “Accountants Changing the World” and “Get and Give A Million” movements. His books, including “The world’s most inspiring accountants”, have been described as “masterpieces”, “ground-breaking” and “desperately needed.”


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  • Chloe Pugh-Life

    Intuit QuickBooks

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  • Joanne Wharam

    SMART Support For Business Ltd

    People and Team Development Coach

    Joanne is a speaker, author and coach who has worked for over 10 years coaching accountants and helping them improve their businesses, their teams and ultimately their lives. She is passionate about helping more accountants improve the human side of accountancy, to maximise the return on their biggest investment – their people, and add money straight to the bottom line.


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  • Andrew May

    webexpenses

    Expenses Consultant

    Andy is webexpenses’ UK Sales Manager and specialises in uncovering expense issues across a broad range of industries. Andy helps organisations to discover the many ways they can benefit from a cloud-based expense management solution with the added benefit of (ACR) Automatic Character Recognition – expense claims can be built in less than 20 seconds.


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  • Paul Aplin

    ICAEW

    Deputy President


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  • Jason Hinkle

    ACCA

    Head of Member Engagement

    Jason is Head of Member Engagement at ACCA, the world’s most forward thinking professional accountancy body. He’s responsible for the strategic development and implementation of engagement plans, that deliver enhanced member value and satisfaction across the UK.


    Session details
  • Glenn Collins

    ACCA

    Head of Technical Advisory

    Glenn is responsible for advice and support to ACCA members on a range of issues, including audit, financial reporting, business and credit advice, taxation, company and business law, ethics, export and access to finance.. A Fellow of ACCA, Glenn Collins spent 16 years in public practice, specialising in audit and business advice, before joining ACCA.


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  • Gavin Lyons

    Tax Systems

    CEO

    Gavin Lyons is CEO of Tax Systems plc, an entrepreneurial leader responsible for the acquisition and flotation of the business on the AIM stock exchange. Prior roles include: Partner at MXC Capital (technology focused merchant bank), CEO of Accumuli plc, (cyber security) Head of Telecoms & Utilities at SAP UK&I and Vice President of Sales and Alliances with Identum.


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  • Aurangzaib Chawla

    Lanop Chartered Certified Accountants

    Partner

    Aurangzaib Chawla is a Partner and Financial Accountant at Lanop Chartered Certified Accountants. He was a lecturer and head of ACCA department at Lincolns group of Colleges. His passion for business start-ups has helped him earn hundreds of loyal clients. With 14 years’ experience he is Fellow Chartered Certified Accountant and holds a MSC in International Accounting. He is also founder of Putney Business Hub that helps promote local businesses in the Putney and surroundings with the help of Wandsworth Chamber. He provides free tax and accounting advise to all members of Wandsworth Chamber.


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  • Rob Brown

    The BD Academy

    Founder & CEO, The BD Academy

    Rob Brown is founder and CEO of the Business Development Academy, which helps large accounting firms massively increase their BD and work winning capability. He is the bestselling author of Build Your Reputation and a featured TEDx speaker on personal branding. He is host of the Talking BD podcast and according to LinkedIn, is the world’s most recommended networking expert.


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  • Neil Robertson

    Compleat Software

    CEO

    Neil has been building successful global financial software businesses for more than 30 years including: Team Systems Group, the UK’s leading reseller of accounting software prior to the acquisition by Misys, Great Plains UK, prior to the Microsoft acquisition in 2001, and Neverfail Group. Neil joined Compleat as CEO in 2008.


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  • Tom Maxwell

    Practice Ignition

    Head of Customer Success

    Tom is the head of customer success at accounting solutions provider Practice Ignition. He is a driven individual with over 10 years of professional services and technology experience. This has allowed Tom to help support bookkeepers and accountants all over the world implement best practice solutions. Tom is the go-to guy when it comes to creating a true customer experience.


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  • Pete Smith

    Sage

    Channel Enablement Manager


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  • Samantha Mann

    Chartered Institute of Payroll Professionals

    Senior Policy & Research Officer

    Sam represents employers and the payroll profession in consultation with Government departments and agencies including HMRC, DWP, BEIS and the Low Pay Commission.
    Having delivered accountancy and payroll services for almost 40 years Sam sees her presentations as an opportunity to inform and make the subject of payroll interesting to the non-payroll enthusiast.


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  • Steve Checkley

    TaxCalc

    Director

    As a former accountant in practice with over 16 years in software development, Steve Checkley FCCA brings the ideal combination of skills and experience to his role at TaxCalc. Steve is actively involved in BASDA and HMRC’s Making Tax Digital strategy and is an influential voice in our industry.


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  • Steven Taylor

    SmartSearch

    Head of New Business

    Steven is the Head of New Business at SmartSearch, who are a leading provider of Electronic Verification and KYC Software. Steven has over 14 years’ experience working within regulated industries in departments including compliance, operations, project management, marketing & sales. He joined SmartSearch in 2015 with the task of increasing awareness of Electronic Verification


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  • Peter Stamps FCMA, CGMA, FIoD, MIOEE

    FD Business Ltd

    Director

    Following roles as Operations and Finance Directors for national organisations, Peter established FD Business Ltd to provide experienced FD services to SME’s in 2011. FD Business provides a full range of accounting services from Book-keeping to Strategic Finance Director services. Currently supporting a wide range of organisations to grow and achieve their targets, using a variety of accounting systems.


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  • Simon Kallu ACA

    SRK Accounting

    Managing Partner

    Simon is a Chartered Accountant who qualified at KPMG, worked at Thomas Cook, & Paramount Pictures. He has over 15 years’ experience in helping businesses get the financial clarity they need to shortcut their route to success. He is the Founder and CEO of the award-winning SRK Accounting, who specialise in using accounting and strategic advice to provide insight. Simon is passionate about numbers and providing the business with the same quality of financial reporting as a FTSE 100 business.


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  • Kevin Salter

    Docusoft Ltd

    Director and Chartered Accountant

    Kevin is a Partner in Chartered Accountants, Glover Stanbury, and director of several companies including Docusoft Ltd. He is also non-exec IT director at 2020 Innovations Ltd. Kevin presents regularly on IT matters and writes a monthly blog post for the ICAEW IT Faculty.


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  • Caroline Plumb OBE

    Fluidly

    CEO

    Caroline is Founder and CEO of Fluidly. Fluidly delivers cashflow forecasting powered by artificial intelligence. She is a serial entrepreneur, previously building businesses employing over 80 people and knows first-hand the challenges of managing SME finances.

    Caroline is one of the UK Business Ambassadors, representing the Professional Services sector. She received an OBE in the 2016 Birthday Honours List.


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  • John Stokdyk

    AccountingWEB

    Global Editor

    A California-born technology writer, John has spent the past 18 years building AccountingWEB into an award-winning online professional community with more than 120,000 members. John has been instrumental in establishing the annual Accounting Excellence Awards as a collaborative process that encourages professionals to share and benefit from best practice ideas.


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  • Alex Combes

    Ad Valorem

    Cloud Technology Manager

    Alex started out on the accountancy path straight out of school but decided after AAT to pursue technology instead. Ad Valorem identified that technology would be an integral area of the future profession and made the decision to form AV Cloud. Alex oversees all cloud based technology for Ad Valorem as well as running the Cloud department with George.


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  • George Bruce

    Ad Valorem

    Cloud Business Manager

    George began at Ad Valorem in 2015 after graduating with a first-class degree from the Royal Northern College of Music. In the past 3 years George has contributed to substantial growth, including co-creating AV Cloud, the cloud accounting department at Ad Valorem. Overseeing the business development aspect, George is tasked with the continued responsible growth of the cloud department.


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  • Nick Eckert

    GDPR365

    Co-Founder


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  • Nicky Wilkins

    bluQube

    Head of Customer Engagement

    At financial software provider bluQube, Nicky heads up the Customer Engagement team, regularly keeping in touch with customers, offering consultancy on how technology can improve information workflow, reporting and decision making. Away from the office Nicky enjoys working in the theatre both acting and fight directing.


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  • Alex Weddell

    Next Gen Bookkeepers Ltd

    MD

    Previously a bar owner, Sales Director for a mid size firm, More Software and IRIS sales man, author of The Little Book of Sales Magic and Current Founder and Director of Next Gen Bookkeepers.

    Alex is on a mission to find accountants in practice who don’t just recognise that the world is changing because of technology and MTD, but are positively petrified about it!


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  • Phil Bernie

    KeyPay

    Co-Founder

    Phil co-founded KeyPay, a cloud based payroll and workforce management tool in Australia in 2012, new to the UK in 2018. Since its launch, KeyPay now serves over 60,000 Australian businesses and processes over $10 billion a year in employee payments. Phil heads up the UK developer team and focuses on transforming bureau businesses through payroll automation and simplification.


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  • Dave Furnival

    NatWest

    Head of Broker Development Team


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  • Carl Thompson

    Intuit QuickBooks

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  • Nicola Anderson

    GoCardless

    VP Marketing

    Nicola has been in digital marketing for over 15 years, working across a number of sectors from sport and gambling to printing and beauty.  Nicola joined GoCardless, the UK’s leading Direct Debit provider, to head up their Marketing team in August 2015.


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  • Amal Mashru

    Mattioli Woods Plc

    Wealth Management Consultant

    Amal joined Mattioli Woods in March 2012 after graduating with an honours degree in Economics from Brunel University London. As a wealth management consultant, Amal works with a network of professional contacts and accountants assisting their clients to navigate all aspects of financial planning including creating bespoke wealth management plans for individuals and families.


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  • Flick Hardingham

    Habit

    Employee Experience Consultant

    Flick works with organisations to supercharge their people power through cutting-edge employee experience and training. Firms must optimise technology to cut out manual, repetitive tasks and enable accountants to add more strategic value to their clients. Habit arms companies with the behaviour, people processes and culture to embrace this change, drive engagement and thrive in the new world of work.


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  • Nick Evans

    Tree Accountancy

    Associate Director

    I’ve worked in the accountancy world for just under 10 years now and bring lots of enthusiasm to the role. I’m tireless when it comes to seeking the best routes to help my clients with their financial affairs and have specialist experience supporting contractors, recruiters and IT consultants both in an external advisory capacity and with general practice business requirements.


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  • Dan Henniker

    Intuit QuickBooks

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  • Ben Nacca

    Cone Accounting

    CEO

    Ben is CEO of the alternative accountancy firm for creatives, Cone Accounting.

    Ben has harnessed technology to grow his turnover year on year successfully and now has a team staff who all work remotely. His practice is 100% cloud which helps Ben, his clients and his staff all practice his ethos that business and lifestyle should be a blend.


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  • Sharon Cooke FCA CTA

    SWAT

    London Director, SWAT

    Sharon is an Executive Director and a CPD tax lecturer at SWAT. Sharon heads up the London and Eastern regions of the company and works hard to understand the needs of our clients and to match this with the best package of training and support services. From a tax perspective, Sharon is a Chartered Institute of Taxation prize-winner (2005 Gilbert Burr medal).


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  • Steven Briginshaw

    The Clarity Project

    COO

    Steven’s a business coach and chartered accountant who has started, built and sold two accountancy businesses. He’s an international bestselling author, speaker & award winning entrepreneur. Steven’s mission is to revolutionise the accountancy industry to better help existing & future entrepreneurs to solve meaningful problems and build impact-making businesses.


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  • David Oliver

    MyFirmsApp

    Non-Executive Director

    David is the author of 14 books which have been published in 29 languages. He has spoken on sector issues at industry events all over the world, with a focus on the impact and potential of new technologies. Whether empowering and inspiring early adopters to embrace these or helping others to catch up, David’s goal is to ‘make business life better’ for every accounting firm.


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  • Andrew Perrett ACCA

    taylorcocks

    Cloud Accounting Manager

    Andrew leads the cloud accounting project at taylorcocks, a top 100 firm. He drives the project forward educating both clients and staff on the benefits of cloud accounting. As Platinum Xero partners, Andrew has a wealth of experience in migrating clients onto cloud software, and in managing the change across the practice.


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  • Nikki & Nigel Adams

    Ad Valorem Accountancy Services

    Managing Director

    Nigel formed Ad Valorem in April 2001 with a commitment to working with companies of all sizes, which share the ambition to succeed and make the best of every opportunity. With over 25 years of experience, Nigel’s strengths are thinking “outside the box” and using his practical and down-to-earth approach to help business and practice owners achieve their full potential.


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  • Bobby Chadha

    Deloitte UK

    Senior Manager - Product Innovation

    Bobby Chadha works within two realms. As a chartered accountant and mentor for small business start-ups but also a product manager, Bobby has built products such as QuickBooks for Silicon Valley legend Intuit in both the U.K and France. Bobby is now leading the product innovation charge at Deloitte, building solutions, IP and businesses which help solve the pain points for worlds largest companies.


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  • Matthew Newton

    Oosha

    Operations Director

    Matthew is Operations Director of Oosha Ltd, the leading cloud and IT service provider for the accounting sector. Matthew regularly advises firms on the most effective IT strategies to help them modernise, stay compliant and manage external threats. He is a frequent speaker at accountancy events across the UK and a leading voice on subjects such as GDPR and cybersecurity.


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  • Adrian Sproston

    Sage

    Director, Accountants Division


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  • Abhishek Shanbhag

    Acuvate Software

    Practice Head - Solutions

    Abhishek is the Co-Founder of Acuvate and brings with him 12+ years of strong expertise across the Microsoft stack. He has consulted with clients globally to provide solutions on technologies such as SharePoint, Office 365, Azure & Artificial Intelligence. He has worked with clients across multiple industry domains including Banking, Retail & FMCG, Manufacturing and Telecom. His current focus is Artificial Intelligence Bots & Machine Learning and their applications in the enterprise space.


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  • James Clark

    Abbey Tax

    Research & Development Tax Manager

    James joined Abbey Tax in 2014 having previously worked as a Tax Inspector with HMRC working in the Large Business Sector dealing with several FTSE100 companies. During his time as R&D Tax Manager James has made successful claims across a range of sectors including manufacturing, IT, agriculture and healthcare.


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