Essential Updates for Accountants Day 1 Room 2

Course Details

18th September 2019

NEC Birmingham

Daniel Teacher

Henry Catchpole

Philippa Hume

10:00am - 5:15pm

£0.00 per attendee

CPD Hours: 5

Course Code: PAB1927

Registration Closed
The Essential Updates for Accountants is a free course presented by Daniel Teacher and Henry Catchpole.

10:00 - 10:45

A Practical Approach to Automation & Robotics presented by Daniel Teacher, T-Tech

This course will demonstrate a practical approach to introducing automation, AI, and robotics into any practice. We will delve into the positives, opportunities, pitfalls, and what we have learnt from our experience of implementing these technologies. We will explore market trends, and best in class resources to gear accountants up for the future.

As we move into what is commonly dubbed as the “Fourth Industrial Revolution”, businesses are evolving at increasing speed. Clients are expecting more from their service providers, making technological flexibility and work-place productivity paramount in staying on top of demand and ensuring all resources, not just billable ones, are making an impact.

Looking closer at the use of Robotic Process Automation, we will look to uncover the strengths and weaknesses surrounding this emerging technology, but ultimately discover the positive outcomes it generates.

Learning Objectives:

  • The appropriate use of technology within accountancy practices
  • Good places to start and the automation journey
  • Inevitable pitfalls and challenges
  • Real examples and case studies
  • Key takeaways

10:45 - 11:30

FinTech and Talent: How to be tomorrows practice presented by Philippa Hume Quickbooks

More information TBC

12:00 - 12:45

How a well managed company secretarial function will benefit your business presented by Henry Catchpole, Inform Direct

Henry will share examples of how common errors can be avoided and value added:

  • Dividend vouchers
  • Share re-organisations
  • Simple appointments

Delegates will soon appreciate that an unplanned approach to even the most straightforward company secretarial tasks can come back to bite.

The hidden cost of going directly to Companies House will be laid bare.

This session is aimed at anyone who says:

  • We don’t do any company secretarial work
  • We go directly to Companies House
  • We use spreadsheets to manage all our deadlines
  • We have a template for that

You will see how a firm offering comprehensive company secretarial services will outpace firms that don’t.

There will also be time for a Q&A session.

12:45 - 13:30

Getting Value Out of your Business presented by David Graham, Qubic Tax

More information TBC

13:30 - 14:15


14:15 - 15:00

Make your practice great again Presented by Maragret Latuszek & Luke Solarski,

How to manage the accelerating changes in technology, customer needs and not get mad (even though you really want to)

A quick tour about what to do when you feel overwhelmed with the number of changes

Learning Objectives:

How to convince accounting practice clients to change their behaviour?

Clients tend to impose their style of work while accountants feel underpaid and fear to increase service price as the client may leave.

How to transform your accounting practice without changing all your tools?

Many customers came to us frightened that that changing the software will cause problems with employees, customers and will consume a lot of time. We will show you the other ways to connect two worlds - being a modern practice with online services and working on your favourite system.

The speakers:

Margaret & Luke from Taxxo - helping more than 100 accounting practices and more than 20.000 of their clients to grow, make better business.

15:30 - 16:15

More information TBC

16:30 - 17:15

More information TBC

Please see course details for more information on how to book the Essential Updates for Accountants theatre 10:00 - 17:15 for free today.