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ICAEW South West: Sole and small practitioners’ conference | 17 November 2025

ICAEW South West: Sole and small practitioners’ conference | 17 November 2025

£75.00 + VAT
Available
In Person
South West
South & South West Region
Nov
17
Mon
09:30
-
15:00 GMT
Schedule Type Title: Weekdays
Schedule Description: Boost your practice | Join our sole and small practitioner conference. Network with peers, gain insights, and share best practices. Learn from industr
Sessions: 1
Session Hours: 5.50
Zoom Passcode: Chloe.Isherwood@icaew.com
Harbour Heights Hotel
Haven Road
Poole, Dorset BH13 7LW

Description

Boost your practice | Join our sole and small practitioner conference. Network with peers, gain insights, and share best practices. Learn from industry experts and discover how to thrive in today's dynamic business landscape. Don't miss this opportunity to connect with the ICAEW, fellow members and enhance your professional growth.

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  • Description
  • Programme
  • Speakers
  • Cost
  • Disclaimer
Date and time Location
17/11/2025 | 09:30 - 15:00 Harbour Heights Hotel, Haven Road, Poole, Dorset BH13 7LW

Event Information

Join us at the ICAEW South West sole and small practitioners’ conference, our annual flagship event designed to support the unique needs of sole practitioners and small firms. This is your opportunity to connect with peers, gain valuable insights from the Institute, and share best practices for professional growth and success.

Why attend?

  • Networking opportunities | Build connections and strengthen relationships with fellow sole practitioners and small firm professionals.
  • Institute insights | Receive direct updates and insights from the ICAEW on relevant topics.
  • Best practice sharing | Engage in meaningful discussions and learn from peers' experiences.
  • Professional growth | Enhance your knowledge and skills to drive your professional development.
  • Supportive community | Be part of a collaborative environment focused on the success of small practices.
  • Practical strategies | Gain practical knowledge and strategies to address the challenges and opportunities faced by small firms.
  • CPD | Gain valuable CPD points towards your professional development requirements.

This conference is essential for any sole practitioner or small firm looking to enhance their professional network and gain valuable insights.

Event enquiries

Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.

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Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.

Event Organiser

    • Chloe.Isherwood@icaew.com

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Please note that the programme is subject to change

Time

Session

09:30

Registration and networking

10:00

Developing practice

11:00

Refreshment break

11:15

Sustainability - Rebecca Trudgett

  • Introducing sustainability to clients
  • Sustainable professional advice

12:15

Lunch

13:00

AI without the hype | Practical tools and advice to boost your business today - Vasilij Nevlev

  • In this interactive, jargon-free session, you'll cut through the noise and discover how real businesses are using AI to save time, boost productivity, and make better decisions—without needing to hire a data scientist. Led by AI consultant Vasilij Nevlev, this session blends live demos, relatable case studies, and hands-on breakout activities to help you spot AI opportunities in your own business. You’ll explore smart tools like ChatGPT, NotebookLM, and no-code automation platforms like n8n, and leave with a practical blueprints you can start using right away. Whether you’re new to AI or looking to take the next step, you’ll walk away with clear ideas and actions plans, not just theory.

14:00

Practice hot topics - Simone Taylor-Allkins | Technical Advisory Services Manager

15:00

Close

About the speakers

Rebecca Trudgett | Director/Founder | B Corp Switchfoot Accounting

Rebecca Trudgett is the founder of B Corp Switchfoot Accounting. Rebecca works closely with small businesses to help them achieve their financial goals whilst also benefiting people and the planet.

She is working on a number of projects including setting up a placed based system thinking lab in Surrey to accelerate the green transition, innovation and scale impact in the business and purpose lead community.

Co-author of a white paper exploring “what is sustainable professional advice” from a cross disciplinary perspective and is looking to develop further a serviced emission approach.

Vasilij Nevlev | Managing Director | Analytium Ltd

Vasilij Nevlev is founder of Analytium and AiGentic Lab, two ventures dedicated to helping businesses of all sizes to unlock the power of data, AI and automation. Vasilij brings a unique blend of business strategy and technical know-how, specialising in practical AI applications that deliver immediate value. His work focuses on demystifying AI through hands-on workshops, custom-built automation workflows, and tools designed specifically for SME business leaders. With over 15 years of experience in data science, cloud platforms, and enterprise AI solutions, Vasilij has trained business owners, public sector teams, and university partners on how to adopt AI in real, manageable ways—without the jargon or overwhelm.

Martin Cavey | Director/Partner | Chorus Accounting 

I trained with a number of small to medium sized firms before qualifying in 1998. I have been a sole practitioner since 2004 based in Bournemouth where he settled having been to University here. I am a former member of the Financial Reporting Committee for ICAEW and served two terms as the Southern District Society President from May 2018 to September 2020. I am married with 4 daughters. Love challenging myself in my spare time and am proud to have completed, amongst other things, the London Classics as well as Spartan Trifecta.

 

Costs

Rate Cost
Member £75.00 + VAT
Non member £75.00 + VAT

 

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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