The Practice Conference will take place on Tuesday 6 October 2020. This page will be updated when further information becomes available. In the meantime, you can press the 'notify me' button above to register your interest and be among the first to find out when tickets become available. Also, please explore the 2019 programme and testimonies for more information.
Sponsorship and Exhibition
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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, 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
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
Optimising efficiency with an integrated data flow
The move to digitalisation is firmly in motion and remaining competitive is key. Forward thinking practices are using new technologies to automate more and more manual tasks. In this session you will find out how you can streamline the flow of data through the compliance process, and how to collate and disseminate sensitive information securely and efficiently with your clients.
Evan Jones and Dean Shepherd, Wolters Kluwer
Lunch and exhibition
Optional CABA lunchtime session: 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
The changing shape of the accounting technology landscape
The accounting industry is experiencing a shift. As technology evolves, how can accountants use cloud technology in the most efficient way, while at the same time trying to juggle the changing needs and expectations of clients? In this session, discover what using Xero as a platform entails and how to strike a balance between compliance and advisory. Kat will also explore some recent research on why a great client experience is your best marketing tool.
Kat Bond, Head of Accounting Partners, Xero
Session details coming soon
Digitisation is the biggest opportunity in the accountancy industry today.
In this session, FreeAgent's Kevin Lord will highlight the importance of going digital. Kevin will show that embracing digitisation can help you grow your practice and deliver a more consistent and seamless service to your clients.
Kevin Lord, FreeAgent
Sales & Marketing in a digital worldA 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 anymore. 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. Whether you are a sole practitioner, SME or even a multi-billion dollar organisation, you cannot ignore digital as part of your go-to-market strategy. Alex will take you through some of the key points of consideration and give you some points that you can action immediately.
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
Based on QAD’s experience gained from three thousand quality reviews a year, Paul will highlight where common issues and challenges arise - and, hopefully, share some practical tips on how to address them. The focus will be on the changing regulatory environment - whether driven by, or driving, technological change. Paul will also note where (good) change can be helpful to practitioners while some (bad and ugly) change just needs to be accepted as ‘in the public interest’!
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
As technology forces us all to change the way we work we all have to learn how to adapt our skills and behaviour. Practitioner Business Advisors are now moving to a new role with their clients and this requires a shift in thinking. This session will explain why we all naturally find change difficult, how the brain is hard-wired to resist anything new and unpredictable and what we need to consider when it comes to getting ourselves and others to do or see something different. Helena will focus on five key brain insights to help us understand how we should approach change and why we need to challenge our assumptions and expectations in order to get the best results. She will also explore the paradox of expertise, highlight the power of language and explain how persuasion and influence work best in the brain.
Dr Helena Boschi
What does good automation looks like?
David Scott, SAGE
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
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
Brian Warszona, 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
The power of diversity to build a distinctive and profitable practice; innovation through inclusion and inspiration
Derek's mission is to present diversity not as a duty, but an opportunity to innovate and grow businesses through unlocking untapped/latent talent. January 2020 marks the third decade of the 21st Century. Technology will continue to transform the way we work and disrupt business as usual. What are you and your practice thinking about or doing differently?
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
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