ICAEW’s two-day conference, Practice 2019, will focus on igniting innovation in accountancy with inspiring sessions by captivating speakers to support practitioners in providing the best possible service to clients.
"Brilliant way to cover a number of topics over two days. The mix of core and plenary sessions allowed me to tailor my two days to my needs. It was also a good opportunity to talk to other members in practice.” Past Delegate
“I came away motivated and enthusiastic about my business and with a much clearer idea of where I should focus. Invaluable. ” Past Delegate
To book your place please select your preferred option from the drop down menu above.
As practitioners often focus on the day-to-day running of the practice, it’s easy to lose sight of the bigger picture. Practice 2019 offers two jam-packed days of inspiration and insights into the innovative trends shaping the profession today, time-saving technology and transformative solutions that will help you power your practice to the next level.
With multiple streams running alongside each another, you will have the ability to tailor your learning by attending the sessions that are most relevant, so you can make the most of your time out of the office, as well as gain the annual CPD hours you need.
Attending Practice 2019 will give you the chance to:
Year after year delegates leave having learned new and improved ways of working from attending the informative sessions and from networking with like-minded individuals.
Please select your preferred day from the drop down menu above.
ICAEW's terms and conditions for events.
One day ticket - ICAEW Member
£180.00 + VAT
One day ticket - Non-Member
Early Bird Discount
There are a limited number of discounted tickets available for this year’s conference, so take advantage of this exclusive offer and book now. Use code PR1DEB for £30 off a One Day Ticket or PR2DEB for £75 off a Full Conference Ticket. Simply enter code at checkout.
Recently Qualified Discount
We’re committed to ensuring recently qualified members are inspired and innovated to support the delivery of first class service. If you’re upto to 10 years post qualified and would like to attend the event at heavily discounted prices contact ICAEW on +44 (0) 1908 248 159 to find out if you’re eligible.
CABA, once again are offering to fund places at Practice 2019 for ICAEW members who are currently on a career break or unemployed.
As part of the event, CABA will be offering individual LinkedIn reviews. Please also make sure you go along to the CABA stand to meet the team and find out more about the services available to you and to discuss your needs.
If you’re interested in attending Practice 2019 and would like to find out if CABA can fund your place at the event, please contact ICAEW on +44 (0) 1908 248 159.
CABA provide lifelong support to past and present ICAEW members and their families in the UK and across the globe – whether you’re in training, in practice or business, have left the profession or retired. CABA services are free, impartial and strictly confidential and your information is not disclosed to anyone. You can access them online, by telephone or face-to-face.
For further details about how CABA can support your wellbeing go to www.caba.org.uk
Registration and breakfast
Welcome and introduction
David Matthews, Deputy President, ICAEW
Keynote address: Sacha Romanovitch
After more than 20 years with Grant Thornton, Sacha became the first female chief executive of a major British accounting firm.
She boldly transformed the culture of the firm, restructuring it as a shared enterprise — an innovative model that meant profits were shared with all staff, not just with partners. Her genuinely enlighted approach saw her capping her own salary and speaking out on issues such as mental health in the workplace.
In her key-note address Sacha will share what changes and innovations she believes are required to reinvent business for the socio-economic challenges of the 21st century.
Ethics & AML Update
Covering issues you may be forced to confront or consider:
Simone Taylor-Allkins, Senior Professional Consultant and Stacey Tapp, Professional Consultant, ICAEW
Case study - Starting out in Practice
Tasnim set up Barnes & Scott in order to provide a service to London's growing technology and digital section. In this session he will discuss the ups and downs of starting out in his Practice.
Tasnim Mustafa, Barnes & Scott Chartered Accountancy
Practical accounting update
Your annual round-up of technical accounting and reporting updates.
• UK GAAP: Triennial review of FRS 102 – a reminder and the fiddly bits• The regulators’ view: FRC and QAD
Matt Howells, Partner, Smith & Williamson
Accessing alternative funding sources for your SME clients
Intuit Quickbooks, Thincats
What can CABA do for you?
In this short session, you will uncover how CABA, the charity that supports the wellbeing of ICAEW members and their families supports successful careers.
Kelly Feehan, Service Director, CABA
Session details coming soon
The importance of digitalising your practice
Further details coming soon
Create your own work life blend
With the demands of continuous communication and the freedom of increasingly flexible working, it's more important than ever to focus on what a work-life blend means for you. This session explores what work-life blend means for each individual and how this changes for different situations.
Johanna Clarie, CABA
Social selling - the importance of the human touch in a digital world
A truly staggering 82% of the global population with an internet connection use social media regularly. This means that the old rationale of “my customers aren’t on social media” simply isn’t true any more. And even if the person you are trying to sell to isn’t a social media user, there’s a very high chance that the people who influence their decisions are. Be part of the conversation and find out the importance of the human touch in a digital world.
Alexander Low, Social Experts
This session will highlight the most important signals and emerging trends in the global economy.
Professor Trevor Williams, University of Derby and Chair of Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC)
NB: Programme subject to change
Digital Footprints - what does the Internet know about you and how to effectively search online safely and efficiently
The Internet and its supporting technologies play host to an increasing importance for human activities from communications and commerce to online gaming and dating. With more and more individuals and businesses embracing the Internet and making it part of their lives, digital footprints are being left online making it even easier for someone to trace and monitor their existence.This presentation is for delegates who want to use the Internet more effectively and safely allowing them the freedom of conducting searches (due diligence, asset tracing) but without the risk of exposure. It will identify productive search techniques exploring both surface and deep web data and will focus on advanced techniques and new and emerging search engines.
Dr Stephen Hill
Chance to switch sessions
QAD – The good, the bad and the ugly: where Innovation leads, regulation follows
Paul Simkins, ICAEW
The Digital Practice Journey
Discover how digital technology is changing the accountancy profession, what you can do to get up to speed and how Xero can help you get there. In this session Xero will demonstrate how to prepare and align your firm to adopt cloud-based accounting. This approach is based on the experiences of partners who have successfully transitioned to Xero. You’ll learn how to increase efficiency with Xero’s Making Tax Digital for VAT solution and be introduced to Xero’s cloud-based accounts and tax filing system – built for Xero accounting and bookkeeping partners.
Jim Leeves ACA, Partner Consulting Manager, Xero
The psychology of change and change management
The psychology of change and change management Digital transformation is all about the perennial problem of persuading people to change their behaviour. What got us to where we are now won’t take us into the future. But change is risky and uncomfortable – and most people are resistant. This session will explain why we naturally resist change and how our brains respond to the unpredictable and unexpected. Helena will focus on five brain insights to help us understand how to get the best out of our brains and the brains of others during change. She will also focus on the role of the subconscious, the use and impact of technology on our brains and the science of persuasion when influencing others to help them cope with the world around us.Dr Helena Boschi
What does good automation looks like?
In this presentation, Darren will give a little insight as to how he created the cloud accounting offering at PKF Francis Clark and became one of the UK’s largest re-sellers of Xero. Darren will share his story on how he became to be a partner in a stereotypical small town practice and how previous experiences have allowed him to move forward quickly using Making Tax Digital as an opportunity to be more efficient and maintain more client contact. Finally, he will explain the systems he has to implement and some his thoughts for the future.
Darren Jasper, Partner, Statton & Co Chartered Accountants
Lunch and exhibition
13:25 – 14:00 Lone working: Be productive & look after your wellbeing.
Remote, home and lone working requires a large dose of self-discipline, drive and determination. This 35 minute workshop will explore how individuals can remain at their physical and mental best when working for themselves or running a small business.
Bev McKay, CABA Trainer
The future of cyber risk: new threats & seizing opportunities
During the session we will explore;
• the changing cyber risk landscape and how the growing demand for insurance has shaped the cyber insurance market;• cyber solutions; threat assessment, training & response• fighting back against the risks – turning threats into opportunities
Liz Norris, Claims Director, Bluefin
Curiosity and The Collaborative Advisor
Discover how the best advisors invest time in being curious:
1. What’s curiosity ever done for us?2. How curiousity leads to great conversations3. Where do you look to anticipate change?4. Are you courageous enough to break with the past?5. Where do you go to broaden your networks?
Paul Richmond, Managing Director, the Grogroup
A comprehensive tax update
Rebecca is well known on the lecture circuit for her refreshing, enthusiastic and entertaining presentation style as well as having a practical and down-to-earth approach to tax, and was named Best Tax Lecturer at the Taxation awards in 2007.
Rebecca Benneyworth, Director, Benneyworth Training
Derek Browne, CEO and Founder of Entrepreneurs in action is passionate about education and opening up opportunities in the workplace for young people.
Derek Browne, CFO & Founder, Entrepreneurs in action
Grab a quick drink before our closing keynote
John will close the conference by sharing his vision of using technology to gain competitive advantage and to differentiate yourself in the market. He will share his story to challenge smaller firms to embrace innovation as core to their sustained success.
John Connolly, Executive Chair, Cogital Group
Sacha Romanovitch became the first female leader of a major accounting firm when she was appointed CEO of Grant Thornton UK. Her time in charge was marked by concerted efforts to change the organisation in to a modern, progressive business typified by diversity, personal development, openness and collaboration. After an early entrepreneurial venture at university (where she studied chemistry), Sacha decided to learn how business works and qualified as an accountant. She joined Grant Thornton and ended up staying for over 25 years. Within a decade she became a Partner and, having been a passionate exponent of the value and importance of developing talent, was asked to be the first member of the company directly responsible for People and Culture. As a Partner and later as CEO, Sacha sought to break down barriers in an organisation, and the wider professional services sector, that often resisted change. Key to her work was understanding the values and purpose of a business and its people, and their place in the wider context of society. By engaging with everyone and offering them the chance to develop, even those who are apparently closed to change can be persuaded.
John Connolly, Group Executive Chairman, Cogital Group. With HgCapital John founded CogitalGroup in 2016. Cogital is a technology supported international business services group focussed on the provision of critical business support, BPO, tax and advisory services to the private and entrepreneurial company markets and to private clients. The business has over 6000 people in practice and support centres in eight countries. Revenues exceed £500m with circa a half of this delivered from over 80 offices in the UK. John is a chartered accountant. His career up to 2011 was with Deloitte. He was Managing Partner (nine years) and then CEO and Senior Partner of Deloitte UK for twelve years until 2011. Between 2003 - 2007 he was also Global Managing Director and between 2007 - 2011 Global Chairman. From 2011 to current date he has had a range of roles in the FTSE and Private Equity businesses. John is Chairman of G4S PLC, the world’s leading security services group and between 2011 and 2017 was Chairman of Amec Foster Wheeler PLC.
Dr Helena Boschi is a Psychologist specializing in applied neuroscience at work. Particular areas of interest include the brain and behaviour, our emotional and rational neural networks and how to improve our cognitive abilities. Research includes the impact of chronic, work-induced stress on cognitive ability in the workplace. Recently published a book titled 'Why We Do What We Do' which seeks to explain how the workings of our brain affect our behaviour and how we can maintain good physical and psychological health in the modern world of ongoing change and uncertainty. Helena is a Member of the British Psychological Society with a focus on the latest scientific developments in the fields of psychology, neuroscience and behavior, particularly within the organizational context.
Derek Browne, CEO and Founder of Entrepreneurs in action is passionate about education and opening up opportunities in the workplace for young people. Having been advised by his teachers at the age of 18 that, if he wanted to become a trader, he should speak to the guy running a local market stall, he went on to work in Barings Investment Bank, the City Regulator, the Securities and Investment Board and finally to Merrill Lynch International Private Banking as an ultra-high net worth senior private banker. His belief that we can all create our own future is something that he wanted to pass onto others. He gave up his glittering city career and set up EiA to help young people from all walks of life achieve their dreams through entrepreneurial training programmes. Derek is often sought as an international speaker and has appeared on C4, CNN and BBC News, and been interviewed by the Financial Times, Telegraph, Independent on Sunday and The Economist. He is a regular contributor and speaker at the National College of School Leadership and Windsor Leadership Trust and has presented at social mobility conferences at Pembroke College, Oxford University and Herbert Smith. Derek was awarded The Queen’s Award for Enterprise Promotion in 2006. and was a Visiting Professor and board member of London Metropolitan Business School.
Dr Stephen Hill is Director of Hill Bingham Ltd; founder, Snowdrop Consulting; expert trainer and consultant in online investigations, cybercrime, and data security and compliance; honorary steering committee member, London Fraud Forum; volunteer, City of London Police support volunteer programme; associate, Association of Certified Fraud Examiners; MLIP and CIIP certified.
Rebecca Benneyworth is a lecturer, writer and consultant on a wide variety of taxes. She lectures extensively to accountants and business people and also to HMRC and the Treasury. Rebecca is well know for her down-to-earth approach to tax and her ability to make the subject matter both clear and interesting, and she was named Best Tax Lecturer at the Taxation awards in 2007. She also has an interest in all issues affecting smaller practices and has her own small accountancy practice based in Gloucestershire. Rebecca has been Chair of the ICAEW Tax Faculty and she has worked closely with Quantum Professional Training for over 10 years.
Trevor Williams is the former Chief Economist at Lloyds Banks. During his time there he established a highly-regarded, award-winning, team of economists analysing global and domestic data. He is a visiting Professor at the University of Derby, rotating Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC) and is the author of Trading Economics: A Guide to Economic Statistics for Practitioners (with Victoria Turton). Trevor now runs a consultancy specialising in economic analysis encompassing ‘big data’. In his session, Trevor will move beyond the headlines to uncover what the current situation means for the future economic developments your business.
Alexander Low is head of the Social Selling practice in Europe and is probably the world’s foremost Sales Navigator expert.
David Matthews, Deputy President of ICAEW has been with KPMG since graduating from the London School of Economics in 1982. He qualified in 1985 and became a partner in 1996, working primarily with large multinational organisations which have included AstraZeneca, Bunzl, Diageo, Cadbury, Eurotunnel, Johnson Matthey, United Biscuits and VT Group. Whilst at KPMG, he has held a number of management roles, including a member of both the Board and Executive Committee of KPMG in the UK (2012-2018); Head of Accounting Advisory Services (2008-2011); Head of Audit for KPMG’S Consumer and industrial Markets group (2004-2007); and Head of KPMG’s Drinks sector (2001-2007). In addition to being a Council member since 2010, his work with the ICAEW has included membership of the Professional Standards Board (2011-2012) and of the Technical Strategy Board (2012-2018), including as chair (since 2013).
Paul Simkins joined ICAEW as Quality Assurance Director in 2003. As part of his role, Paul is ICAEW’s money laundering reporting officer and since autumn 2009 he has chaired the UK’s Anti-Money Laundering Supervisors Forum. Paul leads the QAD team, which performs ICAEW’s monitoring function for over 13,000 ICAEW firms/practitioners in relation to Audit, Insolvency, DPB, Anti-money Laundering and Practice Assurance. In recent years QAD has worked with many overseas auditing and oversight bodies to build better standards in auditing – by supporting their capacity to provide effective and efficient regulation and quality monitoring.
Darren Jasper started his accounting journey in 2004 at a small regional practice before moving to Francis Clark, now part of PKF International, in 2012 as a Senior Manager to SME businesses. Darren is dual qualified as both a Chartered Accountant and Chartered Tax Advisor. Seeing the direction of travel for the Industry and tax administration with the announcement of Making Tax Digital in 2015, he wrote the blueprint the firm’s cloud accounting offering. Initially this focussed on Virtual CFO services before moving to ensure MTD-readiness for the wider client base. In this latter 30-month period 1,200 clients adopted cloud technology. He also sat on working groups with the ICAEW and multiple software vendors, until his role became so entwined with the accountancy software industry, that he spent 6 months working for Receipt Bank rolling out software projects with Top 20 accountancy firms. Missing client interaction and harbouring a long-term ambition to run his own business, this year he joined an old friend in partnership at Statton & Co. He is currently transitioning this rural practice and its clients towards a digital future. Darren has a focus on working with ambitious clients to grow their business whilst saving them time and tax. The very same focus he has on his own business.
Simone Taylor-Allkins, Senior Professional Consultant, ICAEW. After qualifying with a top 20 firm, Simone moved to Grant Thornton and worked with a diverse portfolio of manager owned business’ in a varied role covering both audit engagements and management accountancy engagements. After 18 months in the audit and assurance team, she transferred to their national training centre in High Wycombe to train audit trainees for the firm. From 2007 to 2010, she decided to apply her skills to the education of non-financial managers working as a freelance finance trainer for worldwide blue chip companies. This eventually led her back to her technical roots in July 2010, joining the ICAEW Technical Advisory Service, helping fellow chartered accountants make sense of accountancy, audit, company law, anti-money layndering and ethical regulations.
Stacey Tapp FCCA BSc (Hons) qualified with Grant Thornton’s audit department where she covered a wide range of AIM, IFRS, US GAAP and UK GAAP entities. She specialised in not-for-profit entities, audit software, internal controls testing and was the training manager for the Milton Keynes audit department. She also undertook a secondment to the national training centre. Stacey then moved into a technical group financial reporting role in a SME before becoming the fixed assets manager for Premier Inn hotels and restaurants at Whitbread plc. She later joined BPP as the managing director of the Milton Keynes training centre where she also specialised in teaching audit, business strategy and case study papers across the professional accountancy qualifications. Stacey joined the ICAEW Technical Advisory helpline in 2015 helping members with accountancy, audit, company law, anti-money laundering and ethical regulations. She is also a member of ICAEW’s Technical and Practical Auditing committee.
Paul Richmond qualified as a Chartered Accountant at KPMG during his 7 years in their London office before moving into behavioural development. Following three years with an international development firm he set up theGrogroup and has spent the last 20 years focused on developing business performance and helping firms drive their strategy to overcome the challenges that present themselves to any successful business. Combining his sense of humour with a razor sharp focus on business strategy his sessions and the work he does with clients, enables them to focus on action and achieve change. Over the last 20 years Paul has developed a range successful programmes for clients and been fortunate to work with some of the UKs leading consulting, financial and professional services organisations. He is a consultant with the Institute of Chartered Accountants and delivers their Managing Partner Programme and has worked with senior executives, boards, doctors and consultants in companies as diverse as Barnett Waddingham and Nexia to the NHS and The Met Police to help enhance performance within and across their business. His work takes him across Europe and as far afield as Japan, India and the US, when he is not in Sussex with his family.
Jim Leeves ACA looks after a team of consultants at Xero. He is a Chartered Accountant with 11 years of experience working in a mid-tier Practice. Prior to joining Xero in 2017 Jim championed cloud adoption and knows first hand the benefits and challenges of running successful digital transformation projects.
Kevin Lord is Practice Digital Enablement Manager at FreeAgent. Kevin has worked with small businesses and SMEs for nearly a decade to raise awareness of the benefits that digital tools can bring and to assist businesses through times of change. With a career that spans a high-growth technology company and the SME banking industry, Kevin has a wealth of relevant business knowledge and experience to inform his advice and insight. This ranges from how online accounting software like FreeAgent can keep your clients compliant with Making Tax Digital to how you can maximise the opportunities that digital tools can bring to your practice. At FreeAgent Kevin works with colleagues and accounting partners to promote awareness of the revolutionary business improvements cloud accounting software can generate.
Johanna Clarie has over 15 years consulting experience in design, delivery and programme leadership, specialising in complex, high intensity, multi-site operations and retail environments. Able to support leaders to thrive and perform, whilst engaging others to follow them. Driven by tools such as EI, Neuro-science, MBTI, Hogan, Neo and NLP and more than a decade of senior commercial experience in retailing and international procurement. Johanna has worked with a wide range of people in business, from CEO's, to front line colleagues, from manufacturing to finance. All of her work combines the latest thinking in helping people to bring their best selves to the work environment with a pragmatic commercial approach.
Bev McKay is a coach and trainer for CABA. Over the last 12 years Bev has built her expertise as a specialist wellbeing trainer. In her training courses she uses practical tools and effective strategies to boost each individual’s performance and resilience, manage wellbeing and manage stress in the workplace. Bev started her wellbeing career as a Registered General Nurse and draws on skills from that role to deliver pragmatic and responsive courses to improve wellbeing. Her practical experience is complemented by in-depth understanding gained during her study for a wide range of qualifications including a certificate in counselling and a diploma in stress management. Bev now shares her knowledge by training and tutoring students, and assessing and verifying their coursework.
Matt Howells joined Smith & Williamson in 2012 and is head of the firm’s National Assurance Technical Group, with overall responsibility for the firm's compliance with audit and accounting regulation. This includes leading the firm’s relationship with FRC and QAD, assessing the impact of new regulations and providing audit and accounting technical support to the firm's assurance and business services department, whose clients range from owner-managed businesses to large private groups and AIM-listed companies. Previous roles include student training and CPD tutor at BPP Professional Education, and Matt continues to develop and present financial reporting and audit seminars and workshops to internal and external audiences. He chairs the Quoted Companies Alliance’s Financial Reporting Expert Group, advising on the impact of accounting regulation on smaller quoted companies. He is a member of the ICAEW’s Financial Reporting Editorial Board, responsible for the FR Faculty’s factsheets and other publications, and the Technical and Practical Auditing Committee, responsible for the Audit and Assurance Faculty's representations to third parties and providing technical and practical guidance and support for members, including events.
Tasnim Mustafa began his career in the city before leaving to train as a chartered accountant in central government audit, qualifying in 2010. During this time he played key roles in the audits for several high profile accounts including the UK’s foreign exchange reserves, the Treasury Solicitor’s Office, the Office for Budget Responsibility and the National Portrait Gallery. His passion for technology began when he took up the post as company secretary for a software startup called CloudFabriQ, where he set up their finance and accounting systems and reported directly to the investors. He set up Barnes & Scott in order to provide a service to London's growing technology and digital sector.
Liz Norris is Claims Director and a qualified solicitor who has over 16 years’ experience of professional indemnity claims. She now works in-house for Bluefin Professions, leading the dedicated claims team supporting the accountancy profession in defending claims and providing risk management support.
Luke Fletcher is a Partner at Stewart & Co, an independent firm of Chartered Accountants and Business Advisors, based in Surrey. He started his accounting journey at BDO where he trained and qualified, before leaving to join Grant Thornton in their business tax team. He later returned to BDO, where he spent a further two years, before joining his current Practice in September 2018. He has a wide variety of clients but specialises in the SME sector, using his experience to help growing, owner-managed businesses get the most out of their companies. Luke is a passionate practitioner who loves nothing more than to work with ambitious owners to help them achieve their business and personal goals. Excellent communication and lasting relationships are at the heart of Luke's approach. In 2019, Luke was selected as a winner of the ICAEW Chartered Star competition and will be representing the ICAEW at the One Young World summit in London in October. For his Chartered Star entry Luke addressed the future of education, a topic he is passionate about.
Contact our sponsorship team to find out more about sponsorship and exhibitor opportunities at Practice 2019 and other ICAEW practice events. Email firstname.lastname@example.org and one of the team will be in touch.
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