ICAEW South West: Sole and small practice insight group | 2026

No Charge

Available

Virtual

South West

Feb

Tue

Nov

Tue

12:00

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.

ICAEW South West: Sole and small practice insight group | 2026

Description
Cost
Chairs
Disclaimer

22 September 2026 \| Virtual	Book here
24 November 2026 \| Virtual	Book here

Event Information

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

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 by David Norris (Chair of the ICAEW South West Network Board) and Deputy Chair Katy Toms (Partner at Glover Stanbury).

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

[email protected]
telephone number | +44 (0)1173 701 463

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

About the chair

Chair

David Norris | Chair | ICAEW South West Board

David Norris has been an audit and financial reporting lecturer and consultant since he left practice in 2000. He has experience of lecturing in many contexts and advising firms of all sizes on their audit work and practice regulatory issues, including Anti-Money Laundering, Clients’ Money, DPB, Probate and Practice Assurance. David is passionate about ensuring technical issues are applied in a practical and relevant way and enjoys working through technical and practice-wide issues with firms, both online and face-to-face.

Deputy chair

Katy Toms | Partner | Glover Stanbury

Katy Toms joined Glover Stanbury in 2004 after gaining a First-class honours degree in Mathematics at the University of Manchester. She qualified and gained admission into the ICAEW in 2008 receiving a prize for 1st place in the South West in a final stage exam. She has since gone on to become a Partner within the firm in 2020 with a portfolio involving a range of clients including sole traders, partnerships and companies. Katy has rekindled her passion for trampolining, swimming and playing the clarinet which had been packed away for too long since having two daughters who have been keeping her on her toes.

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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