The Practice 2018 Conference and Expo (incorporating the popular Sole Practitioners' annual conference) is the must-attend annual conference for accountancy professionals.
To book your place please select your preferred day from the drop down menu above.
The Practice 2018 Conference and Expo (incorporating the popular Sole Practitioners' annual conference) will provide a range of focused technical updates on tax, regulation and accounting standards. Alongside this, inspiring sessions will be delivered challenging the way practitioners think about running their business and helping them to connect in a digital world.
'This was the first one I have attended and was genuinely wowed by the overall speakers quality and content of what they had to say. I will return next year and make sure I am there for both days, with my senior management team.' Past Delegate
The Practice 2018 programme has been designed to allow you to pick and choose sessions across one or both of the days. You will be free to move between the lecture theatres on the day and you will not need to pre-book specific options.
View conference programme tab
Book a Full Conference ticket
On day one we'll be looking at setting up in practice, how to find your ideal client and increase profitability. Your core technical, tax and economic updates will run alongside these inspiring sessions.
Book a Day One ticket
Day two will focus on established practices with sessions on scaling up your practice, how to make sure you bring your team with you and what skill sets practitioners need for the future. These engaging sessions will be run alongside your core technical, tax and economic updates.
Book a Day Two ticket
Following the successful incorporation of the popular Sole Practitioners' Conference into Practice Conference in the last two years, your annual technical update will take place at etc.venues St Paul’s on the second day of ICAEW’s two-day practice conference, Practice 2018. To book your place at the Sole Practitioners conference please select a day two ticket.
Find out more about the highlights of last year's conference.
View our Twitter moment to see more from Practice 2017
Multiple booking discount
Considering bringing your team to this year’s conference? Book 3 or more places and receive 10% off your total booking. Discount applied at checkout.
ICAEW career break and unemployed member discount
We have a number of free places for ICAEW members who are unemployed or on a career break, kindly sponsored by CABA. For more information about how to claim a free place, and how CABA can support you please see the Ticket Prices tab. If you would like to arrange a complimentary place courtesy of CABA please contact the events booking team.
ICAEW's terms and conditions for events.
Book 3 or more places and receive 10% off your total booking. Discount applied at checkout.
One day ticket - ICAEW member
£165.00 + VAT
One day ticket - Non-member
Following on from the success of past event's, CABA is offering to fund places at Practice 2018 for ICAEW members who are currently on a career break or unemployed.
As part of the event CABA will be offering individual career coaching. The coaching was extremely popular and fully booked last year. We will notify delegates once the coaching sessions are available to book so that you can guarantee yourself a slot.
Also make sure you go along to the CABA stand to meet the team and find out more about the services available to you and to discuss your needs.
If you’re interested in attending Practice 2018 and would like to find out if CABA can fund your place at the event, please contact ICAEW at firstname.lastname@example.org or call us on +44 (0) 1908 248 159.
CABA provide lifelong support to past and present ICAEW members and their families in the UK and across the globe – whether you’re in training, in practice or business, have left the profession or retired. CABA services are free, impartial and strictly confidential and your information is not disclosed to anyone. You can access them online, by telephone or face-to-face.
For further details about how CABA can support your wellbeing go to www.caba.org.uk or call on +44 (0)1788 556 366
Registration and breakfast
Welcome and introduction
Fiona Wilkinson, Deputy President, ICAEW
Practical accounting update
Your annual round-up of technical accounting and reporting updates.
Vivek Mehan, Trainer, ICAEW Academy of Professional Development
Practice makes perfect: Lessons from my first year in Practice
Rachel will discuss the ups and downs of her first year in business, as the founder of a brand new and slightly unconventional accountancy practice.
Rachel Balchin, Founder, Bulldog Accounting
Many accountants in practice seek to enhance their practice profitability. Some also seek to help their business clients enhance their profitability. This talk explains where profits come from, why some businesses are more profitable than others, false assumptions around profit and, what a business must do to enhance its long term profitability is often counter intuitive.
Paul Kennedy, Managing Director, O' Byrne & Kennedy
What can CABA do for you?
In this session, you will uncover how CABA, the charity that supports the wellbeing of ICAEW members and their families supports successful careers.
Kelly Feehan, Service Director, CABA
A comprehensive update including Making Tax Digital.
Rebecca Benneyworth, Director, Benneyworth Training
Personal Financial Planning (PFP) - Unlocking the Opportunity
PFP has been identified as a good growth area for practitioners. This session will use a case study example to illustrate how ICAEW Chartered Accountants can leverage their role as trusted advisers to develop the opportunity.
John Gaskell, Head of Personal Financial Planning, ICAEW and Eric Clapton, Managing Director, Clapton Consultants
Finding your ideal client
Do you know what your ideal client looks like?
This session will take you through steps to understand what your 'ideal' client looks like and how can you shape your marketing to attract more of them.
Aynsley Damery, clarity
Lunch and exhibition
13:30 - 14:00: Optional mini-workshop with CABA: How to do more in a day than others do in a week
Find out what the practical steps are to maximise your day to get more out of it.
Oliva Landsberg, CABA
Get ready for Making Tax Digital
Making Tax Digital (MTD) is a key part of the government’s plans to make it easier for individuals and businesses to get their tax right and keep on top of their affairs.
In this session you will find out:
Julia Wedgwood and Chris Downing, Sage
Now that’s what I call Ethics and AML
Covering issues you may be forced to confront or consider:
Simone Taylor-Allkins, Senior Professional Consultant, ICAEW
Open banking: what is open banking and are you ready?
James Pyer, Cashplus; John Dunkerley, Intuit and Katrin Herrling, Funding Xchange
AI, Machine Learning and Bots: The Accountants' Guide to a Tech Future
Technology has already transformed how firms develop, provide and charge for their services. Artificial intelligence and machine learning will push this even further. But this doesn't mean that accountants are losing value. Find out how you turn technology to your advantage and stay essential for your clients.
John Connolly, Receipt Bank
This session will highlight the most important signals and emerging trends in the global economy with special emphasis on:
• Trump• China• Changing demographics• Public spending• Productivity• Trends in the UK economy• Brexit• Outlook for the year ahead
Professor Trevor Williams, University of Derby and Chair of Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC)
NB: Programme subject to change
The rise of robo-accountants - and how to beat them
• Increased awareness and understanding of how technology will change the role of accountants• How your practice will really be impacted by key changes and developments• What you can do to benefit from and exploit the related opportunities
Mark Lee, Mentor and Author, Bookmarklee
The future of the profession and what it means for smaller firms
This presentation is aimed a 1&2 partner firms and will outline Richard and Grant's view on the challenges they face and how being part of a larger firm can help overcome them.
Richard Keyes, Managing Partner, Taylorcocks and Grant Bartholomew, Partner, Taylorcocks
Compliance to advisory
Paul Shrimpling, Managing Director, Remarkable Practice
Adrian Gibbons, Managing Director, SWAT UK
Taking clients digital
Practical tips to ease the transition for clients from 'a shoe box of receipts' to a digital solution.
Chris Downing, Sage
Your firm’s Digital Transition
With so many apps available, how do you choose what’s right for your practice?
This session will take you through the apps to focus on and utilise in preparation of MTD
Matt Flanagan, Managing Director, BlueHub
Cyber Risk - so it’s my problem now?
A few years ago cyber wasn’t even mentioned when considering major risks facing businesses. Fast forward a few years and cyber risk is now recognised as one of the biggest perils facing any organisation and many Finance professionals now find themselves accountable for this systemic risk.
How do you take control of cyber risk when you understand little about it? In this presentation, Andy will show how you it is now possible to gain a simple understanding of the cyber risks that could affect your organisation and how to manage and mitigate these without having to rely on IT departments and confusing technical jargon.
Andy Thomas, CEO, KYND
13:10 - 13:40: Optional mini-workshop with CABA: Prepare for digital change
As HMRC's 'Making Tax Digital' initiative approaches you may not have thought about how much impact the additional work - and stress - may have on you and your business. This workshop will help you to be better able to deal with the pressure ahead, and enable you to make the most of the opportunities the changes present to your business.
Chris Burton, CABA
How Can You Really Add Value in a Digital World?
Everybody talks about adding value, but it's such a subjective term, few know what it really means and how to do it. As relationships become more stretched in a digital world, how can accountants truly add value? Does it just mean providing better service and more personal contact with clients? Or is there a better way? Reputation expert Rob Brown knows how the best accountants differentiate themselves from competitors and provide value in a digital world. This inspiring talk will help you unlock what exactly value is and how to ensure your clients get it and appreciate it.
Rob Brown, Managing Director, BD Academy
Managing and mitigating the impact of cyber risks
Cyber-attacks can have devastating effect on client relationships and can be costly and timely to resolve for any business. This session will use real-life case studies to demonstrate how cyber events can affect accountants, and will help you to manage and mitigate the risks.
Liz Norris, Claims Director, Bluefin
Beyond Audit: Leveraging the power of AI to detect fraud in the audit process
To maintain the reputation of a an accountant as the most trusted advisor, reimagined audit services must be our future. In this session Becky will share how her firm have harnessed the power of AI to:• Offer real solutions for fraud detection• Leverage the power of big data to efficiently deliver risk scores in real time and with greater accuracy• Support decision making
Becky Shields, Partner, Kingston Smith LLP
Bringing your team with you
With constant changes to technology, regulation and legislation, sometime our team can get left behind. It can also be confusing dealing with a new generation that have different behaviours, values and needs. This session will explore the importance of creating the right culture to drive success, especially in this digital age. We often hear the phrase “the customer is always right” and oftentimes this leads to a focus on customer service over the needs of our team. However, if we have strong values, a clear vision and a compelling purpose and also look after our team well, then service soars and the needs of our clients and the practice are looked after by default.
Getting with The Pacesetters: Improving practice efficiencies with cloud technology
• Why the time is right to go digital• How pacesetting firms automate compliance to grow advisory• Opening new revenue streams and future-proofing your practice
Glen Foster, Director of Partner Sales, Xero
Refreshments and exhibition
Chiumento is an independent HR Consultancy. Its consulting business specialises in providing outplacement (sometimes known as career transition) support. Their clients are often large corporates who are keen to support people they are making redundant. Chiumento also has a long history of working with Benevolent charities and they have worked in partnership with CABA for almost a decade. In that time, they have helped hundreds of CABA clients.
With a nationwide network of Career Coaches and comprehensive online support, they help people who are looking for a new job or are interested in some form of self-employment. As well as providing practical support with the basic elements such as CV writing, job hunting, networking and interview skills, Chiumento’s work also helps rebuild self-esteem and confidence, two critical ingredients that are often eroded during periods of unemployment.
Speaker: Neil Sampson, one of Chiumento’s Career Coaches, will be at the 2018 Practice event. He has attended the event in previous years and has spoken on key topics such as personal branding and networking. This year he will be hosting private 1-1 sessions and delegates are able to book a 45 minute session with him. During these sessions, Neil will be able to help you think about a plan for your job search and give some pointers to help improve your effectiveness.
Sessions will run through both days and are bookable through email@example.com who can advise you of which times are available. Sessions start from 10:30 and will be confidential.
All 1-2-1’s follow the same concept but are bespoke to each person.
Trevor Williams is the former Chief Economist at Lloyds Banks. During his time there he established a highly-regarded, award-winning, team of economists analysing global and domestic data. He is a visiting Professor at the University of Derby, rotating Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC) and is the author of Trading Economics: A Guide to Economic Statistics for Practitioners (with Victoria Turton). Trevor now runs a consultancy specialising in economic analysis encompassing ‘big data’. In his session, Trevor will move beyond the headlines to uncover what the current situation means for the future economic developments your business.
Vivek Mehan graduated with a degree in Chemical Engineering from Cambridge University in 1999. He then joined Deloitte in their Assurance department working with FTSE 100 clients. After qualifying as a Chartered Accountant in 2002, Vivek decided to follow his passion and pursued a highly successful career in professional training and development with some of the UK's leading professional training organisations. In this capacity he has provided training to a wide range of organisations in both the public and private sector. Vivek is an expert in Financial Reporting and in particular IFRS, US and UK GAAP, having delivered courses to thousands of delegates from a variety of industries over his career. Vivek is passionate about training and is a strong believer in how effective training has numerous advantages for organisations, such as performance improvement, enhanced communication and staff morale. Vivek has delivered training at all levels of organisations ranging from coaching main board directors to new graduate starters
Paul Shrimpling's passion for the accountancy profession was forged in his experience of growing, from scratch, a £1m manufacturing business and the lack of help he received from his accountant at the time. Paul bought custom premises, opened a London showroom and expanded into Europe, the Middle East and USA. And on the eve of selling the business to a committed buyer the team walked out to set up their own business making the sale worthless. This business education underpins Paul’s determination to inspire accountants to genuinely be the trusted business advisers to owner managed businesses.
Rebecca Benneyworth is a lecturer, writer and consultant on a wide variety of taxes. She lectures extensively to accountants and business people and also to HMRC and the Treasury. Rebecca is well know for her down-to-earth approach to tax and her ability to make the subject matter both clear and interesting, and she was named Best Tax Lecturer at the Taxation awards in 2007. She also has an interest in all issues affecting smaller practices and has her own small accountancy practice based in Gloucestershire. Rebecca has been Chair of the ICAEW Tax Faculty and she has worked closely with Quantum Professional Training for over 10 years.
Aynsley Damery is a fellow of the Institutes of Chartered Accountants in England & Wales and Ireland and has a Bachelor of Commerce honours degree from University College Cork. With his in-depth knowledge of accountancy and tax and his experience of business Aynsley can help increase your profits, lower your tax bills, put more money in your bank account and by working with you on a regular basis, ensure you achieve your business and personal goals. Specifically, Aynsley can work with you to help identify your vision and mission, set up systems to measure and improve the numbers that really matter to you and your business, and work with you to develop and implement realistic business and personal strategies. He can also help to significantly reduce your tax bills.
Eric Clapton is former Managing Director of a successful discretionary investment manager, with over 25 years’ experience as a qualified financial adviser and investment manager, with a particular interest in pension and retirement planning. Clapton Consultants is a chartered accountancy practice that specialises in the financial services sector, offering services to both business and private clients. Authorised to provide a range of investment services by the Institute of Chartered Accountants in England and Wales, Clapton Consultants can offer private clients a broad range of tax and financial planning strategies. A network of regulated independent financial advisers is maintained to expedite any agreed solution which involves retail investment products. For a financial services firm understanding the Regulators requirements is vital to keeping the business safe. Clapton Consultants advises firms how to integrate those regulations into the operational procedures of a business to create best practice. Advice is also extended to include Senior Manager Responsibilities and how to develop the culture of the firm from board room to administration.
Olivia Landsberg is a coach and facilitator accredited by the International Coach Federation. She has worked with a wide range of clients, both private and corporate, and specialises in career management, engagement and leadership. She has worked with CABA for 2 years as a speaker and facilitator. Her focus is on getting tangible results, and learning that can be applied directly into daily life which she says she does by combining "vigour, empathy and humour".
Chris Burton has spent the last 10 years designing and delivering bespoke learning, development and behavioural solutions for a numbers of major clients. These programmes have driven cultural and behavioural change in the organisations for which they were commissioned, improving performance and awareness of effective employee engagement. Prior to setting up his own company, Chris was leading teams that designed and delivered behavioural development programmes to hundreds of managers of varying seniority, up to director level. Chris has a certificate in post-compulsory education, a BA (Hons) in History and English and MA in Theatre Production. Chris previously worked with a professional theatre group and taught drama in the prison service and this is where his career and love of behavioural development support began.
Becky Shields is passionate about working closely with clients, helping people challenge themselves and develop their business to its full potential. She likes to take the time to get to know each client to work out exactly what they need, tailoring services to meet their unique circumstances, and is never afraid to ask difficult questions. Becky has spent the majority of her career advising owner-managed businesses in many sectors and bases her approach on the understanding that every owner-managed business is different, and every client has their own personal and professional aspirations. Clients particularly value her as a sounding board for the issues and challenges that they face and Becky is able to offer sensible and reliable advice based on her extensive knowledge and experience. Becky has worked with owner-managed businesses in many sectors but has particular experience with professional firms including surveyors and architects, and with financial services and property companies. She has been at Kingston Smith for nine years and also sits on the firm’s IT strategy group and heads up the firms data analytics offering.
Richard Keyes, Managing Partner, TaylorcocksRichard joined taylorcocks in 2006 as the Marketing Director and took over as Managing Partner in 2016.
Grant Bartholomew, Partner, TaylorcocksGrant qualified as an ACA Chartered Accountant at taylorcocks before becoming a Partner in 2016.
Liz Norris manages the claims team at Bluefin that handles a large volume of professional indemnity claims for professional firms across the breadth of professions. She also provides risk management support to clients facing large and/or difficult claims and technical assistance on policy coverage issues arising.
Adrian Gibbons is the Managing Director of SWAT UK. He joined the company in 1986, having qualified with the East Anglia practice Larking Gowen. During his years with SWAT UK, Adrian has worked with medium sized practices in developing their audit and accounts control procedures. Outside work, Adrian is a keen sailor and is currently Vice Commodore of the Colne Yacht Club based in Brightlingsea. Adrian is a very entertaining speaker who lectures regularly on audit and accountancy topics for the ICAEW, ACCA, District Societies and other training groups.
Matt Flanagan is a cloud business systems specialist, working in close partnership with forward thinking accountants to support their transition to cloud accounting & developing relevant advisory services. Assisting firms with their Cloud journey to convert from desktop/manual ways of working to adopting & utilising Cloud based best practices.
Rachel Balchin is the founder of Bulldog Accounting Limited, an accountancy practice passionate about helping not-for-profits and start-ups do finance better. A geek by nature, Rachel loves software, data and sums that add up. Undertaking her training at the National Audit Office, Rachel qualified as a Chartered Accountant in 2010. After a few years as an auditor, she escaped from audit and launched herself into a variety of financial accounting roles in the public and not for-profit sectors. In 2014 Rachel relocated from London to leafy Hertfordshire and got her first bulldog, Esme. Bulldog Accounting was established in Esme’s honour in Spring 2017. Esme is well-known to Rachel’s clients, but as she has no financial expertise she focuses her efforts on customer engagement.
Rob Brown is the bestselling author of Build Your Reputation and according to LinkedIn, is the world's most recommended networking expert. A featured TEDx speaker, Rob runs specialist inhouse Business Development Academies for large accounting firms. These programs help technically brilliant professionals develop the skills to confidently and effectively win more business, build high level professional networks and raise their personal profiles. Rob is also host of the Professional Firm Accelerator podcast which interviews leaders and experts globally on what makes good firms great. He delivers keynote presentations internationally on trust, reputation, networking and likeability.
Mark Lee is regularly identified as one of the most influential accountants online. He is an independent speaker, trainer and mentor. He is also Treasurer of The Magic Circle. When he’s not speaking at conferences, seminars and away-days for accountants, he loves working with sole practitioners to help them secure more success and reward for their time and effort. Mark qualified as an ICAEW Chartered Accountant in general practice and later became a partner at Crowe Clark Whitehill and then BDO. A frequent blogger and contributor to various accounting journals and websites, he has written over 200 practice-focused articles for AccountingWeb, which have been viewed over one million times.
Paul Kennedy is a practicing Chartered Accountant in Hertfordshire and a Senior Fellow of The Verasage Institute, an international think-tank for the advancement of professional service firms. In his practice Paul specialises in helping business owners build better businesses, providing coaching and running courses to support this work. His status within The Verasage Institute means that he is regularly invited to speak at conferences for accountants and lawyers.
Kelly Feehan is CABA’s Service Director, leading the strategic development, management and delivery of all UK and international services to improve the wellbeing of clients and delegates. After training as a solicitor, Kelly previously worked for the probation service handling high-risk prisoners, as a Domestic Violence Reduction Coordinator for local government and as the Manager of a Regional Assessment Centre for Victim Support, developing key skills in assessment, service planning and delivery and line management.
James Pyer is Chief Data Officer and a Member of Open Banking Advisory Panel. Passionate about creating value from data, James has helped Cashplus to grow to a profitable fintech and leader in its market. He developed the rich data feeds and API integrations, through which Cashplus enables its many accounting partners, to deliver clients efficient and accurate reporting. Representing Prepaid on an Open Banking advisory panel he’s excited the possibilities this initiative could deliver.
John Dunkerley, Head of Financial Institution Relationships leads Intuit’s work with Financial Institutions in the UK & Europe, and has been at the forefront of banking-accounting integration for over 15 years, as an executive of bank feed pioneer BankLink in Australia, and as co-founder of Bankstream in the UK. John is an advocate for greater access to bank data, and for stronger, more secure customer authorisation and argues that Open Banking will make consumers, businesses and their accountants lives easier, while creating new business and service opportunities.
Andy Thomas has more than 20 years of experience leading start up and growth phase businesses within the global cyber security market. Andy was the Managing Director of Garlik, the UK’s first provider of consumer personal data protection services, through to its successful acquisition by Experian in 2011. Subsequently he became Managing Director, Europe for CSID, one of the leading providers of cyber protection. Now as the founder and CEO of KYND his aim is to make complex cyber risks simple to understand so organisations of any size can take action where necessary and be alerted to future risks as they arise.
Glen Foster is a pioneer of the UK’s cloud accounting industry, joining Xero UK eight years ago as one of its first account managers. Today Glen leads the UK partner sales team and is focused on developing and executing strategies that enable practices to grow.
As the Chief Product Officer of Receipt Bank, John Connolly leads the company’s award-winning global product development team. Prior to Receipt Bank, John served as the CPO at Springer Nature, and the VP of Strategy and Business Development at Expedia. He graduated from Queen’s University Belfast with an MEng in Electrical and Electronic Engineering, and an MBA from INSEAD.
Contact our sponsorship team to find out more about sponsorship and exhibitor opportunities at Practice 2018 and other ICAEW practice events. Email firstname.lastname@example.org and one of the team will be in touch.
'This was the first one I have attended and was genuinely wowed by the overall speakers quality and content of what they had to say. I will return next year and make sure I am there for both days, with my senior management team.'
'Plenty of sessions centred around the smaller practice... I found these very useful indeed'
'The tax & accounting updates were, as always, excellent. The economics was the best I have heard in the 5/6 years I have attended. The Cybersecurity was a revelation - really good.'
'The range of topics was excellent and a very good choice of speakers.'
'A very good spread of topics this year, especially good for those looking to develop their practices.'
'Very inspirational speakers.'
'Some inspirational speakers who delivered great content. Shrimpling and Chaplin were exceptional.'
'Very impressed by Vivek Mehan, really excellent speaker and covered a great deal in his hour.'
'The speakers were energetic informed and engaging and gave tonnes of useful tips - I only wish I'd been able to go to more of the talks.'
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