Event Details

ICAEW London and South East : Sole and small practice bitesize | 23 October 2025

No Charge

Full

Virtual

London

London & East Region

Oct

Thu

08:30

10:15 BST

Schedule Type Title: Weekdays

Schedule Description: Join us at our bitesize practice conferences for insightful discussions on the latest trends in accounting. Designed exclusively for smaller practices

Sessions: 1

Session Hours: 1.75

CPD hours: 3

Zoom Passcode: Karen.Morris@icaew.com

Virtual
Event

Description

Join us at our bitesize practice conferences for insightful discussions on the latest trends in accounting. Designed exclusively for smaller practices and sole practitioners in London and across the South East, this event offers valuable CPD, networking opportunities, and expert guidance from local professionals. Connect with peers, share best practices, and address local challenges while enhancing your skills and expanding your knowledge.

Description
Programme
Speakers
Cost
Disclaimer

Date and time	Location
23/10/2025 \| 08:30 - 10:15	Virtual

Event Information

Join us for our bitesize practice conferences for insightful discussions on the latest trends in accounting.

Designed exclusively for members in smaller practices and sole practitioners in London and across the South East, this event offers valuable CPD, networking opportunities, and expert guidance from local professionals.

Key highlights:

CPD | Gain valuable CPD points towards your professional development requirements.
Expert guidance | Hear from experienced local speakers on the latest accounting trends and best practices.
Networking | Connect with fellow accountants from across the region, share experiences, and build a strong professional network.
Local focus | Address local and regionally-specific challenges and opportunities.
Concise and informative | A focused half-day conference delivering valuable insights in a concise format.

Session highlights:

Productivity maximisation | Practical tools to improve focus, workflow efficiency, and boost performance under pressure.
Branding support | Strategies to help small firms stand out and thrive in a competitive market.
Transform your financial analysis with Excel and AI | A live demo showcasing how to harness the power of ChatGPT and the new Agent Mode in Excel to effortlessly build a direct cashflow statement from bank statements and general ledger data. Discover how cutting edge AI can streamline your financial processes, unlock deeper insights and elevate your productivity.

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.

Just click contact us.

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

- Karen.Morris@icaew.com
- +44 (0)1908 765 237

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Please note that the programme is subject to change

Time	Session
08:30	Welcome
08:35	Productivity maximisation \| Practical tools to improve focus, workflow efficiency, and boost performance under pressure \| Rob Young
09:05	Smaller practices : Branding support \| Strategies to help small firms stand out and thrive in a competitive \| Arun Mehra
09:35	Transform your financial analysis with Excel and AI \| A live demo showcasing how to harness the power of ChatGPT and the new Agent Mode in Excel to effortlessly build a direct cashflow statement from bank statements and general ledger data. Discover how cutting edge AI can streamline your financial processes, unlock deeper insights and elevate your productivity \| Rishi Sapra
10:05	Closing comments
10:15	Close

About the speakers

Arun Mehra FCA | CEO | Samera

Arun Mehra FCA leads and runs Samera, an accounting firm he started in 2002. Originally serving dentists, Samera now provides services to clients across the healthcare space, plus it also operates a commercial finance business and a buying group for their clients, helping clients save money on regularly purchased items. Samera has a growing team in the UK and India.

Arun shares all his expertise and learnings on his LinkedIn profile - https://www.linkedin.com/in/mehrachief/ and is well positioned to help other small to medium-sized practice owners with all of their practice related issues.

For further details please visit www.samera.co.uk

Rishi Sapra

Rishi is a Chartered Accountant and Microsoft MVP (technology influencer/speaker) with an Executive MBA (Hons) and a first class degree from the London School of Economics.

He currently leads Data & AI strategic projects at Avanade (Accenture-Microsoft JV), focusing on Microsoft Fabric solutions, governance frameworks, and enterprise migrations.

With 20+ years experience at Big 4 firms, Technology consulting and leading financial institutions (Deloitte, KPMG, HSBC, Barclays, Accenture), he combines deep financial expertise with cutting-edge data and AI capabilities to drive business transformation.

Rob Young (ACA MChem) | Managing Director | LYA

Rob Young is an accomplished chartered accountant, auditor, and business leader, currently serving as Managing Director of Love Your Accountants (LYA) and Finance Director at Icebreaker One (IB1).

Rob joined LYA in September 2020 having qualified as a chartered accountant with the ICAEW and gained experience at PwC and Menzies LLP. In May 2023, he was appointed Managing Director of LYA and under his guidance LYA has embraced automation, cloud systems and operational efficiency gains - he is credited with removing hundreds of hours of manual admin per year.

Simultaneously, Rob serves as a director at Icebreaker One Ltd, a data and systems-oriented organisation tackling climate, resilience and infrastructure challenges.

Outside his core roles, he has held voluntary and community positions — such as school governor, charity secretary, and investment-club vice treasurer.

As confirmed through client reviews, Rob is known for strong energy, clear values and a client-centred approach.

https://loveyouraccountants.com/

Costs

Rate	Cost
ICAEW Member	No Charge
Retired Member	No Charge
Life Member	No Charge
Affiliate Members	No Charge

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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