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ICAEW Wales: Sole and small practice insight group | 2026

ICAEW Wales: Sole and small practice insight group | 2026

No Charge
Available
Virtual
Wales
Wales Region
Feb
10
Tue
-
Sep
18
Fri
12:00
-
PM
13:00GMT
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
Zoom Link:
CPD hours: 1 hr
Zoom Passcode: [email protected]

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.

Please choose from the dates below to view more details.
Event Details
ICAEW Wales: Sole and small practice insight group | 18 September 2026

ICAEW Wales: Sole and small practice insight group | 18 September 2026

No Charge
Available
Virtual
Wales
Wales Region
Sep
18
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
Zoom Link:
CPD hours: 1 hr
Zoom Passcode: [email protected]
Virtual
Meeting

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.

Book here
  • Description
  • Cost
  • Chair
  • Programme
  • Disclaimer
Date and time Location
18/09/2026 | 12:00 - 13:00 Virtual

Event Information

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

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.

These sessions will be chaired will be Robert Lloyd Griffiths OBE OStJ DL, ICAEW Wales, Director.

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 - Kathryn Nash

  • 07970 401736
  • [email protected]

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RateCost
ICAEW MemberNo Charge
Retired MemberNo Charge
Life MemberNo Charge
Affiliate MembersNo Charge

About the chair

Carol Warburton

A Cardiff girl born and bred, I moved to Birmingham to train, working for the Big 4 in audit and assurance before moving back to Wales in 2000. I have broad business experience and before I took a Group role in Azets in 2020, having advised businesses across a wide spectrum of services and industries in an independent firm prior to its acquisition in 2017.


My career has been entirely practice based. My career path has enabled me to acquire audit and regulatory compliance specialisms and I was (until 2025) Audit Compliance Principal for Azets, as well as Azets Group M & A Compliance Director and UK Head of Audit and UK Head of Regulatory Compliance (until 2024). I now lead the Regulatory and Compliance Function within the Group M & A function of Azets, covering UK, Ireland and Europe.

I have been heavily involved in Welsh business life and for many years, simultaneously involved with ICAEW in various capacities.

I have been a member of the South Wales district society (now Wales Network Board, I am now a member of the Board) for over 17 years and was the Society President in 2015. I was the Support Member (Practice) for Wales for 15 years. This was a role that I undertook until June 2024 and in which I hope to have made a difference by assisting ICAEW members in difficulty find a route through their issue – be they professional or private.

I am the ICAEW Council Member for Wales representing the views of the membership in Wales directly into the heart of ICAEW Governance structures.

I have one adult son (a Welsh speaker) and have been married for 34 years. My interests include Steam traction engines and vintage machinery and vehicles. I learned Welsh in the early 2000s and worked through the medium for many years but am now a lapsed speaker!



Please note that the programme is subject to change

Time

Session

12:00

Arrival, welcome and introductions

12:05

Themes, topics and open discussion

13:00

Conclude

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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