Event Details
ICAEW East of England: Sole and small practice insight group | AI, automation, and the future-proofed workflow | 15 May 2026

ICAEW East of England: Sole and small practice insight group | AI, automation, and the future-proofed workflow | 15 May 2026

No Charge
Available
Virtual
East England
East England Region
May
15
Fri
12:00
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discus
Sessions: 1
Session Hours: 1.00
CPD hours: 1 hr
Zoom Passcode: Eloise.puffett@icaew.com or Jessica.Moylette@icaew.com
Virtual
event

Description

These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing strategic options, seeking advice, and gaining objective opinions from experienced peers. The groups provide a platform to share ideas, knowledge, and build a trusted professional network, driving benefits and opportunities for all practices and their clients.

Date and time Location
15/05/2026 12:00 - 13:00 Virtual

Event Information | AI, automation, and the future-proofed workflow 

These virtual insight groups are designed specifically for sole practitioners and owners of small practices seeking strategic support and peer connection across the East of England.

This session is designed to tackle dissatisfaction with legacy software (e.g., IRIS) and the urgent need for greater efficiency, with a practical focus on low-cost, high-impact tech solutions relevant to sole practitioners and small practices.

 

Key Discussion Areas

  • The efficiency imperative | Tackling the dissatisfaction with legacy software (e.g., IRIS) and the need for greater efficiency, with a practical focus on low-cost, high-impact tech solutions relevant to sole practitioners.

  • Low-cost AI wins | Beyond general drafting, what is one specific, practical task (e.g., data sorting, client summaries) where you have used a free or low-cost AI tool that genuinely saved you an hour of time this month?

  • System satisfaction and exit strategies | For those running fully integrated systems (e.g., Xero Practice Manager, etc.), what is the one key function that makes the system worth the cost, and for those still "locked in" to older systems, what is your exit strategy timeline?

  • Client communication tools | How are you using modern platforms to handle document exchange and signatures without overwhelming clients, and what are the best ways to get reluctant clients to adopt a digital portal?

Who Should Attend?

  • Sole practitioners or owners/partners in small practices looking to build a professional network for peer support, idea collaboration, and sharing best practices on common issues.
  • Individuals contemplating the transition to sole practice, eager to learn more about expectations and challenges.
  • Those in the early stages of setting up as sole practitioners, aiming to benefit from valuable advice and insights.
  • Practitioners aiming to expand their services and explore the partnership model.
  • Individuals new to being a small practice owner or partner.

Why You Should Attend

Working as a sole practitioner or being the owner of a small practice can often leave you without a valuable sounding board. You may welcome the opportunity to discuss your options, seek the advice and objective opinions of others experienced in their field, and share your ideas and knowledge.

Our virtual insight groups provide the perfect forum for those working as a sole practitioner or in a small practice. It connects you with a trusted, like-minded network, addressing the challenge of finding time to focus on professional relationship building.

All sessions are confidential and non-judgmental, allowing you to discuss your issues openly, seek advice on common issues, and pose your questions to supportive fellow professionals.

While there is no fixed agenda for these meetings (unless by request), the meetings are professionally facilitated. All participants are encouraged to take an active part in the conversation, bring their ideas, and contribute to setting topics for future discussion.

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: Jessica Moylette

Have you joined our LinkedIn group?

Meet local members and join here | ICAEW East of England LinkedIn group >

 


 

Please note that the programme is subject to change

Time Session

12:00

Welcome and introductions

12:05

Co-chair update

12:15

Roundtable discussion

12:45

Further comments and questions

12:55

Key takeaways

13:00

Close



RateCost
ICAEW MemberNo Charge
Non-MemberNo Charge
Retired MemberNo Charge
Life MemberNo Charge
Associated BodiesNo Charge
Affiliate MembersNo 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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