Business Advice is an increasingly important offering for members in practice. Join us for this half day event to explore key advisory considerations and be part of the conversation with industry experts and your fellow advisers.
Due to the interactive nature of the round table sessions, spaces are limited for this event.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
Please note that the programme is subject to change
Advisory technology – opportunities and pitfalls (panel discussion)Dan Daly, Head of Advice, Futrli by SageHannah Dawson, CEO. Futrli by SageDarren Jasper, Head of Cloud and Outsourcing, Albert GoodmanJoin our expert panel for a full and frank discussion about the role technology plays in the developing of an advisory practice.Explore:
Dan Daly, Head of Advice, Futrli by SageHaving started out in accountancy, back in 2004, Dan became a qualified accountant whilst working for Spofforths LLP, a regional practice in Sussex which later merged with Kreston Reeves and subsequently became a top 30 UK accountancy firm. Having worked in accountancy practice himself for over 16 years, he is familiar with the challenges faced in scaling advisory and is using those experiences to support Futrli's partners moving forwards.
Aynsley Damery, CEO, ClarityAynsley is a chartered accountant, multi-award winning entrepreneur and international keynote speaker. Considered one of the most influential accountants in the UK on social media, he is a founder and CEO of Clarity – a business advisory platform for accountants. Aynsley has advised thousands of businesses around the world and sits as an advisory board member on a number of companies and charities.
Hannah Dawson, CEO, Futrli by SageHannah is a passionate advocate for frequent straight-talking conversations between accountants and their clients. Back in 2003, she bought a pub in Devon and became frustrated with the accounting world. This led her to start Futrli and begin a lifelong mission to make communication between accountants and their clients simpler, quicker and easy.
Darren Jasper, Head of Outsourcing & Cloud, Albert GoodmanDarren Jasper joined Albert Goodman in 2022 to head the outsourced finance and cloud offerings. He previously held the same position in a large regional firm and, more recently, spent some time working in the cloud accounting industry and a local accountancy firm digitalising the working practices of both the firm and its clients.
He is qualified as both a Chartered Accountant and Chartered Tax Advisor, but it is his passion for engaging with businesses that drive outsourcing and cloud for Darren.
Darren sees cloud accounting as a tool that allows a closer relationship between accountant and client. Underpinned by cloud, the outsourced finance function covers everything from data entry and reconciliations to payment processing and the production of management reports and strategic plans for the business leaders.
He sits on the regional ICAEW committee and the ICAEW Practitioner Business Adviser board, having previously also been part of a Making Tax Digital working group with HMRC and software vendors. He also sits on the Digital Accountancy Show advisory board.
Andrea Reynolds, CEO and Founder, SwoopAndrea started her career as an accountant with KPMG before joining their Management Consultancy division in London, directing projects for a number of organisations such as GE Capital Aviation, Ryanair, Lloyds Bank and the FCA. Andrea left KPMG to start her own corporate finance consultancy, where for over 10 years she raised funding for businesses across loans, investment and grants. It is this experience that led to the launch of swoopfunding.com. Andrea is also a non-executive director at Berkshire Hathaway European Insurance.
With Futrli, access constantly updated cash flow forecasts in a single source of truth, synced automatically from your ledger. Predict your future cash flow for 36 months in seconds.
At Swoop we are keen to provide our customers with the best possible range of funding and savings solutions to help them protect the financial health of their businesses, whilst removing all of the jargon and empowering businesses to grow.
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