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Event Details
Grow your Practice

Grow your Practice

£35.00 + VAT
Available
Virtual
All Locations
Practice
Sep
22
Mon
09:00
-
13:20 BST
Schedule Type Title: Weekdays
Schedule Description: Expert insight into achievable, sustainable growth.
Sessions: 1
Session Hours: 4.33
CPD hours: 4 hours
Zoom

Description

Expert insight into achievable, sustainable growth.

Book here
  • Description
  • Programme
  • Speakers
  • Partners
Date and time Location
22/09/2025 09:00 - 13:20 BST Zoom

Event information

Gain the tools and strategies to scale your practice in this half-day workshop. From unlocking funding opportunities and navigating mergers, to mastering team development, technology, and compliance, our expert-led sessions deliver practical insights for practice growth. Don’t miss this chance to connect, learn, and future-proof your firm.

Key benefits

  • Gain strategic insights: learn about funding, tech and service line opportunities to grow your firm.
  • Enhance operational efficiency: discover smarter management through leadership, resourcing and AI solutions.
  • Stay ahead on compliance: make sure you're up-to-date on regulations and risk management for your growing firm.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 4 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

RateCost
ICAEW MemberNo Charge
Non-Member£35.00 + VAT
Retired MemberNo Charge
Life MemberNo Charge
Affiliate MembersNo Charge

ICAEW members and non-members are welcome to join. This event is organised by the Small Practitioners Community.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

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.

ICAEW's terms and conditions for events

  • Event terms and conditions and privacy notice

Please note that the programme is subject to change

Time Session
09:00 Welcome
Roz Harrington, Senior Practice Manager, ICAEW
09:05 Funding to grow
Shaun Fooy, North East Senior Manager, British Business Bank

Join us as we explore Access to Finance for accountancy practice growth. We'll highlight key resources from the British Business Bank Handbook and Business Finance Week, signposting you towards finance opportunities that could support your practice's expansion and development.
09:20 Mergers and acquisitions and PE investment
09:50 Growing capacity with remote resource
Mark McNee, UK Director, Frontline Accounting

Discover how outsourcing and offshoring can boost your firm’s capacity. We'll explore the pros and cons of each, what offshore teams can deliver (with insights from a client), and best practices for training and managing remote staff. Hosted by Frontline Accounting, with a quick look at who they are and why they do what they do.
10:10 Growing your own
Alex Collins. Senior Business Development Manager, ICAEW

In this session we explore how developing and training your team will be paramount to growth. Get a better understanding of what is on offer through the ICAEW to support you in growing your team.
10:25 Unlocking sustainable growth
Helen Tuddenham, Director, Helen Tuddenham Consulting

Growing your practice starts with letting go. This session focuses on building trust within your team by delegating more effectively and developing leadership capacity in your managers, allowing you to scale without doing everything yourself and burning out.
10:45 Break
11:00 The growth blueprint: tech-driven strategies
Chris Downing, Director of Product Management for Accountants and Bookkeepers, Sage

Want to grow your practice without adding to your workload? This session will show you how. We’ll explore practical ways technology can help accountants scale their firm, streamline operations, and deliver more value to clients. From automating routine tasks to harnessing insights for higher-value services, discover the tools and strategies that can future-proof your business. Packed with real-world examples and actionable tips, this session is your blueprint for sustainable, tech-enabled growth.
11:40 Harnessing AI
Peter Beard, Founder and Director, GenFinance.AI

Peter will show how accountants can use AI hands-on to practically to save time, improve quality, and create new client opportunities. Drawing on his experience leading audits at EY, contributing to a global AI research team, and delivering digital transformation projects, Peter will show practical actionable steps firms can take to apply AI for growth today.
12:00 Regulatory considerations
Simone Taylor-Allkins, Technical Advisory Services Manager

As your practice expands, understanding and managing regulatory obligations is critical. In this session, our Technical Advisory expert will explore key regulatory factors including firm structure, subcontracting arrangements, buying and selling fees, and the use of alternates. Gain practical insights to ensure your practice remains compliant while growing.
12:30 Managing Risk During Growth
Ed Partridge, Head of UK Affinity, Marsh

As your practice grows, so do the potential risks. Marsh Commercial will share expert insights into the most common challenges that arise when scaling a practice, along with practical strategies to effectively manage and mitigate these risks.
12:45 Serviceline case study: business advice and personal wealth planning
Mark Parkinson, CEO, Azets Wealth Management

In this session, we explore how your firm can expand its service offering by not only acting for the business but also supporting the personal wealth management of its owners. This integrated approach enhances your client value proposition, deepens advisory impact, and strengthens relationships with key clients.
13:15 Closing comments
Roz Harrington, Senior Practice Manager, ICAEW
13:20 Close

About the speakers

Peter Beard, Founder and Director, GenFinance.AI
Peter has over eight years of experience in finance and accounting. At Ernst & Young (EY), he managed a range of audits (including FTSE and EURO Stoxx 50-listed), contributing to EY's AI research and leading technology transformation projects. Peter was awarded twice by EY UK, for his "Significant contributions to innovation initiatives" and "Exceptional technical proficiency and quality commitment".

Alex Collins, Senior Business Development Manager, ICAEW
Alex has worked in Education and Training for 14 years, supporting employers to find, train, and retain talent. Alex’s area of professional focus is apprenticeships, where he represents ICAEW on government working groups.

Chris Downing, Director for Accountants and Bookkeepers, Sage
Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

Shaun Fooy, North East Senior Manager, British Business Bank
Shaun is the Senior Manager for the British Business Banks, UK Network for the North East England and has worked for the bank for over 6 years. The UK Network seeks to enhance business finance ecosystems across the UK so smaller businesses, wherever they are, can grow and prosper. It also helps the Bank develop a deeper understanding of small business finance markets in all parts of the UK so that, ultimately, the Bank can improve its support to smaller businesses everywhere. Shaun has spent the majority of his 34-year career supporting smaller businesses in the North East providing funding solutions as a relationship manager and business development manager. He has worked for a number of banks in the commercial and corporate banking market, including Barclays, Lloyds Banking Group and RBS and NatWest.

Mark McNee, UK Director, Frontline Accounting
With over 10 years’ experience working with Accountancy Firms, BPO’s and Fintech’s like Intuit & Dext; Mark helps firms maximize efficiency and solve capacity issues with People + Technology. Having worked with 1000’s of firms from Sole practitioner to UK Top 10’s, analyzing and improving their accounting workflows with automation technology; Mark has developed his own Artificial Intelligence + Actual Intelligence approach to help firms boost capacity in the most efficient ways possible.


Edward Partridge, Head of UK Affinity, Marsh
Edward is a seasoned insurance professional with over 23 years of experience in the industry. As Head of UK Affinity for Marsh, Edward’s passion is working closely with partners to understand the unique needs of their members. His focus on building strong relationships combined with his extensive experience and sector focus, make him a trusted adviser for both affinity groups and SMEs. Above all, Edward is dedicated to delivering member benefit and mutual growth through an honest and collaborative approach.

Simone Taylor-Allkins, Technical Advisory Services Manager
Simone started her career in audit and management accountancy, qualifying in a mid-tier firm, before moving to a larger firm post qualification. She soon discovered her passion for training accountancy and has enjoyed sharing her knowledge over the years with people within industry, practice and students studying for their ACCA and CIMA qualifications.

Helen Tuddenham, Director, Helen Tuddenham Consulting
Helen Tuddenham is an experienced executive coach and leadership development consultant who works with professional services organisations to help them leverage the potential of their leaders. Formerly a Director of the People and Culture Risk team at PwC, Helen advised finance, internal audit, and compliance teams to enhance their capabilities and cultures. As a chartered accountant and Deputy Chair of a leading social care organisation in Sussex, she brings a diverse and rich background to her speaking engagements.

Roz Harrington, Senior Practice Manager, ICAEW
An experienced engagement strategist and programme manager, Roz works to help practitioners succeed by providing them with access to skills, knowledge and tools to service their clients across the business and wider community. Before joining ICAEW, Roz worked for a healthcare charity overseeing central operations for 35 hospitals across the UK.

Meet our partners


Marsh is a world leading risk and insurance advisory specialist providing risk management, risk consulting, insurance broking, alternative risk financing, and insurance programme management services to the world’s leading companies, growing corporates and small to medium sized enterprises (SMEs). Marsh is the parent company of Marsh Commercial who has worked with ICAEW for over 14 years as a trusted Member Rewards Partner.

 

Providing business solutions no matter your industry, Sage can take care of everything from controlling cash flow to creating and sending invoices with award-winning financial software that delivers results.

 

Frontline Accounting is an offshore accounting firm solving capacity issues by providing premium talent from the Philippines to businesses worldwide. Trusted by hundreds of firms in the UK, Australia, and the USA, they free up time for business owners and their teams to focus on high-value initiatives.

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