An Unrivalled Speaker Line- Up 2019

Our CPD courses are delivered by the profession's leading speakers. Over 150 hours of essential updates for the profession, including 50 hours of free CPD content.

Malcolm Greenbaum
Malcolm Greenbaum

Malcolm Greenbaum

MD - Training and Consultancy

Malcolm qualified as a Chartered Accountant in 1989 and as a Chartered Tax Adviser in 1995 winning the John Wood Medal for the best paper on Business Taxation. He worked for BPP for 18 years where he lectured on financial reporting and tax. His other roles at BPP included setting up a successful office in Luton, project managing a new ERP system including on-line booking and directing ATT and CIOT course. In 2004 he moved to the Professional Development division of BPP and was appointed Head of Finance and Tax Programmes.

In 2008 Malcolm left and set up his own training and consultancy company which he has run ever since. He continues to design and deliver accounting and tax programmes to accounting firms and clients across a wide range of industries including financial services, pharmaceuticals, airlines and oil and gas. He is passionate about training and his enthusiasm ensures that participants enjoy the learning experience. Malcolm also provides consultancy advice to accounting firms and companies on a wide range of accounting, direct tax and particularly VAT matters.

Course Name
Date
Time
Location
Price
19 Sep 2019
1:45pm - 5:15pm
NEC, Birmingham
£19.00
John Thurston
John Thurston

John Thurston

LL.B., TEP, Solicitor

John Thurston, LL.B., TEP, Solicitor.

John is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.

He is the author of “A Practitioner’s Guide to Powers of Attorney”, “A Practitioner’s Guide to Trusts”, “A Practitioner’s Guide to Inheritance Claims” , “A Practitioner’s Guide to Executorship and Administration” and “Estate Planning for the Middle Income Client” all published by Bloomsbury Professional. He is also a contributor to “Tolley’s Administration of Trusts” and “Tolley’s Administration of Estates”, and contributed a section to “Tax Efficient Will Drafting” published by LexisNexis Butterworths.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:30am - 5:15pm
NEC, Birmingham
£19.00
Louise Dunford
Louise Dunford

Louise Dunford

LLM LLB Barrister Cert Ed

Louise is continuously involved in training and consultancy, both for professional firms and for commercial organisations since 1987. Professional clients include Kingston Smith, BKR Haines Watts, BDO Stoy Hayward, Chantrey Vellacott DFK, Blick Rothenberg, the ACCA, the British Postgraduate Medical Federation, the Swedish Ministry of Justice, the Royal Aircraft Establishment and a number of NHS hospitals.

Louise's commercial clients have included Schlumberger, Sema, Atos Origin, Warner Brothers, Turner Broadcasting, HCA International, Costain, May Gurney, Scott Bader, Seiko, Pret a Manger, IPC Media, and Philip Morris, as well as many smaller firms.

Louise specialises mainly in aspects of practical employment law, company law and on professional negligence, and has published widely in leading academic and professional journals.

Course Name
Date
Time
Location
Price
18 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
Mike Ulrich
Mike Ulrich

Mike Ulrich

Technical Consultant - Accounting and Audit

Mike Ulrich ACA, has been involved in presenting courses and seminars to professional accountants for over 20 years. The presentations covering a wide range of company law, auditing and accounting topics. As well as general courses on auditing and accounting issues he also presents specialist courses in respect of charities, pension schemes, solicitors, service charges, and LLPs.

He is a technical consultant on accounting and audit matters to a number of firms providing answers to real life issues. He also undertakes compliance reviews, both audit and audit exempt, for a number of firms and provides advice and guidance as required. Both of these provide him with an insight into those topics which are of practical interest to practitioners and accountants in commerce. He has his own practice and is a statutory auditor.

With this background it enables him to see both the theory and practical aspects and the presentations reflect this.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 5:15pm
NEC, Birmingham
£19.00
David Potts
David Potts

David Potts

Chartered Accountant

David has considerable experience in financial training. He qualified as a Chartered Accountant in 1987 and went on to work as an audit maager with BDO until 1990, when he became a full-time financial trainer. Until 1994, David mainly delivered courses preparing students for their professional examinations for ICAEW, ACCA and CIMA qualifications.

From 1994, David concentrated on delivering continuing professional development training on international developments in financial reporting.

David has personally delivered over 1,000 days training to representatives of international PLCs, Investment Banks, accountancy firms, and several major law firms.

With experience ranging from the smallest owner-managed business through to major international PLCs, David is able to appreciate the practical implementation of developments for the users and preparers of accounts.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 1:00pm
NEC, Birmingham
£19.00
Tony Austin
Tony Austin

Tony Austin

Chartered Accountant and Tax Specialist

Tony has been a Chartered Accountant and tax specialist for over 30 years of which nearly 20 years were as tax partner with BDO and Mazars. He advises owner managed businesses, both large and small, on all aspects of direct taxation and tax planning affecting them and the people that own them, including subsidiaries or branches of overseas companies. This has involved him in tax planning for businesses coming to the UK, foreign business owners setting up here, group structuring, transfer pricing and employment tax matters and partnerships.

More recently, Tony has specialised in advising charities on direct taxation matters particularly those relating to trading, Gift Aid and other tax effective giving and the establishment and running of trading subsidiaries. He was the charity tax partner at BDO and Mazars and he writes for Tolleys Charities Manual and lectures on direct tax issues for charities and donors. Through his work with the Charities’ Tax Group, he is involved in the consultation process with HMRC on the application and reform of tax legislation affecting the not for profit sector.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:15am - 12:45pm
NEC, Birmingham
£19.00
18 Sep 2019
9:15am - 12:45pm
NEC, Birmingham
£19.00
Alan Suggett
Alan Suggett

Alan Suggett

Dental Business Unit Partner, UNW LLP

Alan is a Chartered Accountant and Partner in UNW LLP chartered accountants where he is Head of the Dental Business Unit which looks after more than 400 dentist clients throughout the UK. Alan writes regularly for the dental press, and presents at BDA seminars.

He is a member of the National Association of Specialist Dental Accountants & Lawyers (NASDAL) and a member of the technical committee, and chair of the NHS Superannuation committee.

He is also a member of the Association of Specialist Providers to Dentistry (ASPD). Alan is the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales, purchases, and valuations.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:30am - 1:00pm
NEC, Birmingham
£19.00
Dr Ros Martin
Dr Ros Martin

Dr Ros Martin

Consulant and Lecturer

Ros is a consultant and lecturer covering all aspects of direct tax as well as Stamp Duty Land Tax. She was an Inland Revenue fully trained Inspector until 2000 when she left to become a consultant advising on tax planning for large and small businesses and individuals as well as dealing with full and aspect enquiry work.

Her clients are mainly small and medium sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.

The expansion of her subject range to include Stamp Duty and Stamp Duty Land Tax resulted in lecturing to an Inland Revenue audience on the subject.

Course Name
Date
Time
Location
Price
19 Sep 2019
1:45pm - 5:15pm
NEC, Birmingham
£19.00
Martyn Ingles
Martyn Ingles

Martyn Ingles

Freelance Tax Lecturer

Martyn qualified as a Chartered Accountant in 1982 and has specialised in taxation ever since. He became a member of the Chartered Institute of Taxation in 1983 whilst working for the London office of a large international accounting firm.

For ten years Martyn worked for a leading training company lecturing in taxation and other accounting subjects to students preparing for their accountancy and taxation examinations, as well as on CPE and CPD courses.

On his return to professional practice in January 1997 Martyn joined Horwath Clark Whitehill, becoming a partner in October 1998.

Martyn has been a freelance tax lecturer for 15 years, providing tax training for accountants, lawyers, corporate financiers and other professionals whilst at the same time running his own tax consultancy. His main area of interest is tax planning for owner-managed businesses, in particular exit and succession planning, employee share schemes and restructuring. He also advises a number of clients in the property sector.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:15am - 12:45pm
NEC, Birmingham
£19.00
Dr Stephen Hill
Dr Stephen Hill

Dr Stephen Hill

Managing Director, Hill Bingham Ltd

Dr Stephen Hill is the managing director of Hill Bingham Ltd. He is an expert trainer and consultant with over 20 years’ experience providing services to the private and public sector in fraud (cyber) risk management, data security/protection and internet investigations & open source intelligence.

Stephen spent over 11 years working for a top national firm of chartered accountants heading the Fraud and Forensic Group, leading an expert body advising clients on prevention, detection and recovery of fraudulent assets, working closely with the police, HMRC and private sector.

Dr Hill spent 12 years as a Trustee Director of the Fraud Advisory Panel and is now a special advisor. He chaired the Fraud Advisory Panel's Cybercrime Working Group with colleagues from the public, private, and third sectors. He is an honorary member on the steering committee of the London Fraud Forum and sits on the Association of Certified Fraud Examiners UK Chapter committee.

Stephen spent 2 years training the National Crime Agency and their National Cyber Crime Unit (NCCU) and has since become a National Crime Agency Special advising on OSINT and internet investigations.

Dr Hill has spoken at conferences in the UK, Europe, UAE and SE Asia aimed at both corporate and regulatory sectors. He has recently returned from a tour of Australia and New Zealand visiting the major cities and speaking to audiences on the risks of cyber-crime and the importance of open source intelligence. In addition, he has trained UK and European police forces (including Operation Podium in the buildup to the 2012 Olympics), the Lithuania’s Cyber Crime Unit, SOCA, private-sector fraud units, not-for-profit organisations, and major world banks, telecommunication companies and retailers.

He has written for several well-known publications, including The Sunday Times, Accountancy Magazine, FS Focus, Recovery Journal, Charity Finance, and the Solicitors Journal, and commented on Radio 5 and the BBC's Real Story. Stephen has contributed to many fraud and risk management publications, including CIMA's Fraud Risk Management: A Guide to Good Practice.

Stephen has published a book called Corporate Fraud: Prevention & Detection by Bloomsbury Professional with practical advice on all aspects of fraud and how to prevent it, with the royalties going to the charity Victim Support. He is currently working on a new publication on open source intelligence and internet-based investigations.

With an appointment as a Volunteer to the City of London police Economic Crime Directorate, Stephen assists fraud investigators with the aid of online investigation techniques. In addition, he is an associate lecturer at the Economic Crime Academy at the City of London police running foundation and advanced level internet investigation and open source intelligence courses. Stephen speaks to schools on the dangers of the Internet in line with his role as a safeguarding and child protection governor at his local primary school.


Course Name
Date
Time
Location
Price
18 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
Kate Upcraft
Kate Upcraft

Kate Upcraft

Lecturer and Writer

Kate Upcraft AMBCS mGPA is a regular conference speaker, lecturer and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers and payroll agents assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering.

Kate is vice Chair of the ICAEW Employment Taxes and NI committee and Chair of the pan-professional Reward and Employment Engagement Forum.

Prior to setting up her own company in 2005, she was the Payroll Legislation Manager at M&S, for whom she worked for 20 years, eleven of them in payroll.

Course Name
Date
Time
Location
Price
18 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
19 Sep 2019
9:30am - 5:15pm
NEC, Birmingham
£19.00
Russell Cockburn
Russell Cockburn

Russell Cockburn

Independent Tax Consultant

Russell Cockburn is a practising independent tax consultant with over 30 years’ experience in UK taxes covering personal and business taxes and advising private clients and other professionals.

Russell specialises in owner-managed and small business taxation and provides advisory and consultancy services to personal, business and professional advisory clients across the UK.

Russell also provides tax training services to a number of large professional training organisations and the main professional bodies as well as writing for online and annual tax publications. He was formerly an Inspector of Taxes before working in the accountancy profession and then establishing his own consultancy business in 1989. He now runs Bluebell House Consultants LLP a tax and training firm based in Cumbria.

Course Name
Date
Time
Location
Price
19 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
18 Sep 2019
1:45pm - 5:15pm
NEC, Birmingham
£19.00
18 Sep 2019
9:15am - 12:45pm
NEC, Birmingham
£19.00
Dr Stephen McAlpine
Dr Stephen McAlpine

Dr Stephen McAlpine

Chartered Accountant

Stephen McAlpine is a Chartered Accountant with considerable practical and training experience. He has been responsible for accountancy training to a variety of organisations, including open courses; ranging from small businesses to major quoted companies.

Stephen had almost ten years’ experience as training manager in two medium size firms of Chartered Accountants before becoming a freelance trainer and independent reviewer of files for technical standards for about 60 firms of accountants.

As a complement to his training and technical commitments, Stephen is a partner in an audit and accountancy practice which he founded in 1993. The firm’s clients are owner managed, and Stephen provides them all the routine professional services they require from an accountant.

Course Name
Date
Time
Location
Price
19 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
19 Sep 2019
9:30am - 1:00pm
NEC, Birmingham
£19.00
18 Sep 2019
2:00pm - 5:30pm
NEC, Birmingham
£19.00
18 Sep 2019
9:30am - 1:00pm
NEC Birmingham
£19.00
Gordon Gilchrist
Gordon Gilchrist

Gordon Gilchrist

Speaker and Writer, 2020 Innovation

Gordon Gilchrist is recognised as a global leading consultant to accountancy firms in the areas of marketing, strategic planning, practice management and increasingly succession issues including buying, selling and merging of accountancy practices.

He is a well recognised and accomplished speaker for annual conferences and staff training days. He has accumulated some brilliant ideas which can be heard at his very popular seminars. He and Ian Fletcher are joint authors of the Croner.CCH book “SME Consulting”.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Ian Fletcher
Ian Fletcher

Ian Fletcher

Speaker and Writer, 2020 Innovation

Ian is a well known lecturer and business consultant and has gained a reputation for his entertaining style and practical approach to practice management.

Ian majors in management issues, specifically dealing with the systemisation of accounting practices.

He is the co-author of books on business consulting and adding value.

Course Name
Date
Time
Location
Price
19 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Nigel Holmes FCA CTA
Nigel Holmes FCA CTA

Nigel Holmes FCA CTA

Senior Tax Consultant, Catax

Nigel Holmes is Catax’s Senior Tax Consultant. Nigel qualified as a Chartered Accountant in 1994, as a Chartered Tax Adviser in 1998 and has focused on helping businesses claim R&D tax relief since its inception in 2001.

With over 18 years’ experience, Nigel advises companies throughout the UK on how to uncover significant tax relief and tax refunds from their work. He was nominated for Tolley’s Taxation Tax Writer of the Year Award 2017 and regularly writes articles regarding R&D tax relief.

He also sits on the HMRC’s Research & Development Consultative Committee (RDCC).



Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Henry Catchpole
Henry Catchpole

Henry Catchpole

CEO and Founder of Inform Direct

Henry (53) is CEO of Inform Direct the company secretarial software company he founded in 2012. Last year Inform Direct successfully made over 1 million submissions to Companies House.

Before starting Inform Direct Henry spent 14 years as CEO with pensions specialists Suffolk Life growing the assets under management from £3.5M to £3.5 Billion. Before this he has a vague recollection of qualifying as a solicitor with Macfarlanes in London.

He met his wife Imogen at St Matthew’s Church in Ipswich where they are both still actively involved. They have two sons. Henry is slowly introducing his family to sailing, golf and bee-keeping – in no particular order!

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Ben Sheldrick
Ben Sheldrick

Ben Sheldrick

Managing Partner and Head of Business Immigration at Magrath Sheldrick LLP

Ben is a Managing Partner and Head of Business Immigration at Magrath Sheldrick LLP, one of the UK's leading commercial immigration practices. He is recognised as a leading UK immigration expert by the legal community and is noted by all of the major legal directories for his expertise in immigration law.

Ben is immigration counsel to many household-name multinational companies and he has extensive experience in strategic planning of global mobility programmes for large organisations, assisting global mobility departments and HR professionals in developing compliance and legal right to work policies and procedures. His team also advises individuals of all nationalities seeking entry to the UK as workers, investors, entrepreneurs, artists, performers or for family reunion.

Ben works with the International Bar Association (IBA), the Immigration Law Practitioner’s Association (ILPA), the American Immigration Lawyers Association (AILA), British American Business (BAB), the Investment Migration Council (IMC), Expat-Academy and many other groups in disseminating information in respect of global immigration policy and legal developments. Ben advises and speaks to many organisations in respect of the immigration law implications of the British decision to leave the European Union. He is recognised by Who’s Who Legal as a thought leader on Brexit.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:45am - 1:15pm
NEC Birmingham
£0.00
John Kelly
John Kelly

John Kelly

Mattioli Woods

John has worked in the financial services industry since 1989, and since working for some of the UK’s largest financial services and investment companies - including Aegon and Old Mutual - he has developed a vast amount of knowledge, expertise, and insight into financial planning. He has also provided specialist advice for clients of national accountancy firm PKF, now part of BDO.

John’s particular expertise lies with business owners and high-net-worth individuals who are looking for advice on pensions, retirement planning, and inheritance tax. The application of his knowledge to specific client scenarios are particularly valued. John advises on a large number of self-administered pension schemes providing bespoke advice on how business owners can use the schemes to help with long term business planning. He also uses his investment experience to provide common-sense opportunities to grow client portfolios across a wide variety of asset classes.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:45am - 4:45pm
NEC Birmingham
£0.00
Richard Boulding
Richard Boulding

Richard Boulding

Head of private client team, Moon Beever

Richard Boulding joined Moon Beever in September 2018. Richard had previously been a partner with a well-known Bristol firm of solicitor for some 25 years, where he was head of private client for some 14 years and finance partner for 5 years.

Richard is head of Moon Beever’s private client team which continues to enjoy complimentary comments from professionals for the quality of its work. Richard is also a full member of STEP and served for 6 years on the Bristol Law Society’s Trust & Estate Practitioners’ Committee. Richard also acts as a Court of Protection Deputy.

Richard has a particular interest in contentious probate, which is one of the fastest growing areas of his practice, and where he works closely with several of his partners in the firm’s litigation department.


Course Name
Date
Time
Location
Price
18 Sep 2019
9:45am - 1:15pm
NEC Birmingham
£0.00
Rebecca Andrews-Walker
Rebecca Andrews-Walker

Rebecca Andrews-Walker

Senior Associate in the Dispute Resolution team, Penningtons Manches Cooper LLP

Rebecca is a senior associate in the dispute resolution team. She joined Penningtons Manches in 2014 from a leading regional firm where she held the role of head of recoveries.

While Rebecca acts on a full spectrum of commercial litigation matters, her particular expertise lies in insolvency and recoveries.

She advises on volume recovery mechanisms and consumer law, and is recognised for her specialist knowledge of contentious bankruptcy proceedings, especially advising insolvency practitioners.

Rebecca has recently sat her exams to qualify as an Insolvency Practitioner.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:45am - 1:15pm
NEC Birmingham
£0.00
Steven Taylor
Steven Taylor

Steven Taylor

Head of New Business, SmartSearch

Steven is the Head of New Business at SmartSearch, who are a leading provider of Electronic Verification and KYC Software. SmartSearch has been designed to be a fully compliant, electronic verification solution which eradicates the need to request documents for both individuals and businesses whilst performing Sanction and PEP checks on an ongoing basis

Steven has over 15 years’ experience working within regulated industries in departments including compliance, operations, project management, marketing and sales. He joined SmartSearch in 2015 with the task of increasing awareness of Electronic Verification and showing how it can be used by firms to simplify the on-boarding process for new clients.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
19 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Daniel Teacher
Daniel Teacher

Daniel Teacher

Managing Director, T-Tech

Daniel is the Managing Director at T-Tech and oversees day to day operations and the strategic direction of the business. Daniel is hands-on with T-Tech’s clients and previously acted as IT director, namely for top 100 UK accountancy firm Berg Kaprow Lewis. Prior to T-Tech, Daniel worked at Deloitte as a Management Consultant for 4 years, on global transformational projects for some of the world’s largest banks.

Whilst facilitating improvements, and modernisation to technology systems, Daniel also challenges clients to ensure that their operational IT is successful. Daniel understands the unique requirements the accountancy market needs, and strives to apply his deep knowledge in order to drive positive change.






Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Chetan Kasim
Chetan Kasim

Chetan Kasim

Co-Founder and CEO, Valenta BPO Solutions

Chetan Kasim is the Co-Founder and CEO of Valenta BPO Solutions which is a Global Outsourcing Services Provider with operations in over 9 Countries.

Chetan has been with the Outsourcing Industry since 2005 and has worked at various roles and capacities and has assisted several organizations globally implement successful outsourcing strategies.

Based in India, he manages the Overall operations at the Various Back offices and travels globally to provide firms with Process and Technology Consulting Solutions. He specializes in gap analysis and develops outsourcing strategies and models for businesses for all sizes ranging from Individual Practices to Large Global Organizations.

Chetan is also one of the Youngest Entrepreneurs in the Outsourcing Space with great vision and passion for the Industry.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Ann-Marie Pugh
Ann-Marie Pugh

Ann-Marie Pugh

Director and Solicitor, Neate & Pugh

Ann-Marie is a Director and Solicitor at Neate & Pugh. Having trained at Irwin Mitchell, she worked at Eversheds until 2008 and was then an in-house employment lawyer at Forensic Science Service. Ann-Marie specialises in change management, employee and trade union engagement, TUPE and strategic exits.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:45am - 1:15pm
NEC Birmingham
£0.00
Emma Neate
Emma Neate

Emma Neate

Director & Solicitor, Neate & Pugh

Emma is a Director and Solicitor at Neate & Pugh, a specialist employment law firm providing advice and support on all aspects of employment law and HR issues based in the Midlands. Emma trained and worked at Eversheds for 16 years and has vast experience of handling complex disputes, litigation and mediation.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:45am - 1:15pm
NEC Birmingham
£0.00
Simon Gray FCA
Simon Gray FCA

Simon Gray FCA

Founder & CEO, Career Codex Limited

Simon Gray FCA is a qualified Chartered Accountant, former professional recruiter and the author of three books including Super Secrets of Successful Executive Job Search.

Through Career Codex Limited he advises clients from across the world on how to define, find and secure the executive position they really want, not just the one they've seen advertised or had presented by a recruitment company.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Geof Nightingale - BBS CA ANZ
Geof Nightingale - BBS CA ANZ

Geof Nightingale - BBS CA ANZ

Founder, Forecast 5 Ltd

After the announcement of Sage Winforecast becoming obsolete, I decided to put my background as a chartered accountant and my 30+ years of experience in ERP systems to use and undergo the development of a replacement tool, Forecast 5.

Forecast 5 is purpose-built for preparing accurate budgets, cashflows and forecasts and providing the comprehensive reports required, such as Funds Flow, P&L, Cashflow, Balance Sheet and more.

We pride ourselves on building a software that was designed by accountants, for accountants.

Course Name
Date
Time
Location
Price
19 Sep 2019
9:45am - 4:45pm
NEC Birmingham
£0.00
Antoine Abbatucci
Antoine Abbatucci

Antoine Abbatucci

Managing Director, F. Initiatives

Antoine Abbatucci is F. Initiatives’ Managing Director. Antoine is an industry leader in international R&D incentives, regularly speaking at conferences and contributing towards a recent European Commission report into global innovation funding. Antoine holds Masters degrees in both Financial Management and Accounting, as well as Management Science, and has worked within the F. Iniciativas group for more than 7 years.

Course Name
Date
Time
Location
Price
19 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Debra Lowndes
Debra Lowndes

Debra Lowndes

Tax Consultant, Access2Funding

Debra Lowndes has over thirty-five years’ experience across multiple tax disciplines, she’s a technical tax writer, a public speaking and she has mentored some of the most exciting and innovative tax professionals across the nation.

Debra started her career at HM Inspector of Taxes (HMIT) later working at national and international firms of Chartered Accountants before taking up a role as Head of Tax and here she develop a proactive approach to client service.

Debra has spent the last 10 years as a Tax Specialist, Business Coach and Mentor, delivering over thirty Tax Technical Events around the UK and numerous CPD Webinars on subjects like Tax Credits, Automatic Enrolment, systemising tax services, MTD, R&D Tax Credits, Capital Allowances (Integral Features) , furthering her reputation as an industry leader. Debra has built tax planning apps for Tax Credits, Entrepreneurs Relief, IHT, Capital Allowances, Principle Private Residence Relief highlighting her key attention to detail and her ability to pinpoint areas of opportunity and methods of maximising potential.

Debra has written the seasonal Newsletter “PayLessTax”, annual Budget Updates, several training handbooks and booklets, such as Automatic Enrolments: 6 Mistakes Accountants Make and Tax Credits & How to Avoid Negligence Claims.

This level of innovation resonates through everything Debra does, making her one of the most knowledgeable and “goto” individuals in the tax profession.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
19 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00
Ralph C Tiffin BSc FCA AMIMechE
Ralph C Tiffin BSc FCA AMIMechE

Ralph C Tiffin BSc FCA AMIMechE

Director, Tiffins Consultancy Ltd

Ralph has a degree in Mechanical Engineering, qualified as FCA with Coopers & Lybrand.

Ralph is principal of his own chartered accountancy firm and registered auditors. The practice has a wide range of clients and Ralph deals mainly with the audit clients. He also acts as interim CFO of the rail division of an international consultancy.

Ralph provides consultancy for many companies in the UK and overseas on subjects ranging from applying IFRS, project appraisal, through to ethics and fraud prevention.

He is the author of a range of texts on accounting (guide to IFRS) auditing (ICAS audit manual) and project appraisal. He is a regular contributor to CCH CPD courses and publications

Course Name
Date
Time
Location
Price
19 Sep 2019
9:45am - 5:00pm
NEC, Birmingham
£19.00
Amanda C. Watts
Amanda C. Watts

Amanda C. Watts

Founder/Managing Director, TwentyTwo Agency

Amanda C. Watts is the creator of the Velocity programme for CPAs and accountants. Velocity is a structured 3-step marketing and sales programme based on the best selling book The Pioneering Practice. By helping firms to clearly understand and communicate the value they provide they transform their positioning, remove their competition and generate higher revenue with fewer clients. She can take an average fee of £3k to £10k a year and beyond.

Amanda has been in marketing and sales for 26 years and has won awards for her training programmes. She is the author of two best selling business books: Escape, the Definitive Guide To Becoming A Freedompreneur®, and The Pioneering Practice. Amanda has been featured in The Guardian, The Telegraph, spoken at Quickbooks Connect and Accountex London.

Amanda lives in Surrey with her husband, two children and her cat named Cat. She has a passion for different cultures and loves travelling the world.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 4:30pm
NEC Birmingham
£0.00
Daniel Crowther
Daniel Crowther

Daniel Crowther

CEO, Thorne Widgery Business advisors & Chartered Accountants

Dan Crowther has been with Thorne Widgery since 2001 and was appointed CEO earlier this year.

Dan is on a mission to change the way people view accountants, his whole ethos is to make accountancy relevant to your business, the modern-day challenges it faces and not be restricted by tradition. His drive to change the way accountants interact and serve their clients is key to his ability to provide an outstanding service.

His belief is that we should help entrepreneurs and small businesses build and create their own legacies.

As such, Dan certainly isn’t your typical accountant and has even been known to make a joke or two! His pro-active attitude combined with enthusiasm and ability to explain things in a no-nonsense way without resorting to ‘accountancy-speak’, is the reason why he is so popular with clients.

Recently Dan has been shortlisted for ‘Practice Pioneer of the year’ at the Accounting Excellence awards. An accolade which we believe matches his motivation and determination to move the profession forwards.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 4:30pm
NEC Birmingham
£0.00
Narayanan Vaidyanathan
Narayanan Vaidyanathan

Narayanan Vaidyanathan

Head of Business Insights, ACCA

Narayanan leads ACCA's futures research with a focus on how future trends will impact business and the accountancy profession. With a global remit for the topics he covers, he inspires our team of subject-matter and policy experts to explore specific future trends.

Particular areas of thought leadership within his research portfolio include work on the global economy, emerging technologies and business models, sustainability, social mobility, as well as sector specific insights, in relation to the public sector, financial services and oil and gas.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 4:30pm
NEC Birmingham
£0.00
Clive Webb
Clive Webb

Clive Webb

Head of Business Management, ACCA

Clive Webb is the Head of Business Management in ACCA’s Professional Insights team. Clive leads research projects that cover the agenda of the CFO from technology and reporting through to skills and careers. Prior to joining ACCA Clive had an extensive career at KPMG in various roles including financial statement audit, IT Audit and Attestation and latterly as a global Director of Learning and Development for their Advisory function.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 4:30pm
NEC Birmingham
£0.00
Nikki Adams
Nikki Adams

Nikki Adams

Director, Ad Valorem

Nikki joined Ad Valorem in 2004 after a successful career in a fast-growing recruitment company, where she became a director at 24. Nikki is responsible for the operational and strategic direction of Ad Valorem.

She has transformed the practice into an award-winning organisation for forward thinking businesses and other accountancy practices through collaborations. As a result of this, Nikki was recognised in Practice Ignition’s Top 50 Women in Accounting 2018, one of only 3 from the UK.

Course Name
Date
Time
Location
Price
18 Sep 2019
9:30am - 4:30pm
NEC Birmingham
£0.00
Mark Evans FCA
Mark Evans FCA

Mark Evans FCA

R&D tax

I am a Chartered Accountant with over 20 years’ experience in general practice. In 2009, I started my first R&D tax claim consultancy to run alongside my existing accountancy practice and since then I have helped UK SMEs claim back over £36m in Corporation Tax, winning a number of local Chamber of Commerce and Newspaper business awards along the way.

In 2015, I sold my accountancy practice to work full-time on R&D tax consultancy because I was passionate about helping innovative companies. In 2018, I decided to focus my firm’s efforts on providing a bespoke R&D tax service to UK SMEs involved in the manufacturing and engineering sectors.

My team and I have gained vast experience assisting manufacturing and engineering SMEs with their R&D claims and as a result we are one of the leading firms in the West Midlands in this area.

Margeret Latuszek
Margeret Latuszek

Margeret Latuszek

CEO, Taxxo

Margaret CEO of Taxxo, studied in US and Japan, serial entrepreneur helping accounting firms to improve their business for over 8 years.

Luke Solarski
Luke Solarski

Luke Solarski

Business Developer, Taxxo.app

Luke is business developer at Taxxo.app, an active member of multiple business organisations including being ambassador of Startup Poland.

Nick Longden
Nick Longden

Nick Longden

Nick Longden, Freeagent

Nick joined FreeAgent in 2018 as VP of Sales. with responsibility for overseeing the company’s ambitious growth strategy and further boosting its reputation in the accountancy practice sector.

A veteran of the UK’s fintech scene, Nick began his career by joining top 7 accountancy firm PKF in 1990 on their graduate recruitment programme. Since then he has held senior roles with companies including CCH software, Pegasus, Xero and Sage.

Nick brings a wealth of expertise to the challenges and opportunities faced by practices every day. Nick’s passion for the sector provides invaluable insight into how to build creative and groundbreaking experiences for both accountants and their clients.

Kevin lord
Kevin lord

Kevin lord

Kevin Lord, Freeagent

Kevin has worked with small businesses and SMEs for nearly a decade to raise awareness of the benefits that digital tools can bring and to assist businesses through times of change.

With a career that spans a high-growth technology company and the SME banking industry, Kevin has a wealth of relevant business knowledge and experience to inform his advice and insight. This ranges from how online accounting software like FreeAgent can keep your clients compliant with Making Tax Digital to how you can maximise the opportunities that digital tools can bring to your practice.

At FreeAgent Kevin works with colleagues and accounting partners to promote awareness of the revolutionary business improvements cloud accounting software can generate.

Aurangzaib Chawla FCCA MSc
Aurangzaib Chawla FCCA MSc

Aurangzaib Chawla FCCA MSc

Partner and Tax Adviser, Lanop Chartered Certified Accountant

Aurangzaib Chawla is a Partner and Tax Adviser at Lanop Chartered Certified Accountants. He was a lecturer and head of ACCA department at Lincolns group of Colleges. His passion for small and medium sized businesses has helped him earn hundreds of loyal clients. With 14 years’ experience he is a Fellow Chartered Certified Accountant and holds a MSC in International Accounting. He is also founder of Putney Business Hub that helps promote local businesses in the Putney and surroundings with the help of Wandsworth Chamber. He provides tax and accounting advise to all members of Wandsworth Chamber. He also runs tax clinics with the help of local banks.

He has set up 4 different businesses and then sold them for a profit. His knowledge of small businesses, legal requirements and close accountant's relationship with all his clients has helped him gain invaluable experience in business set up, identifying and monitoring risk, strategic business development and client retention. Aurangzaib started Lanop from a small office in Putney in 2009. The firm has grown and services more than 600 loyal clients. Lanop has two offices (Putney and Horley) and is now opening a third office in Mayfair, Central London. If you are looking to start your own accountancy practice, or you wish to identify ways to increase your practice’s revenue and profitability then come and attend this seminar.

Matt Jeffery ATT CTA
Matt Jeffery ATT CTA

Matt Jeffery ATT CTA

Tax Partner, HJR Tax

Matt is our lead tax specialist at HJR Tax. Matt previously headed up the capital allowances team in the South West for a Big 4 Accountancy firm. During this time, Matt worked with many of the UK’s leading businesses securing multi-million pound capital allowances claims on their property acquisitions, constructions and renovations.

Matt founded HJR Tax in 2016. His vision was to make capital allowances services available to a much wider market, enabling small businesses and independent landlords to benefit from the tax savings available from capital allowances.

Matt, a Chartered Tax Advisor, regularly presents at Landlord Forums and property events, sharing his knowledge and experience of capital allowances and tax legislation affecting property developers and investors.

Edward Saunders
Edward Saunders

Edward Saunders

Partner, MoonBeever

Edward Saunders has been at Moon Beever since 1997 and became partner in 2000.

Edward practices in a wide variety of commercial disciplines including commercial litigation, insolvency, probate litigation, property litigation, anti-social behaviour and disrepair claims and proceeds of crime. His non-litigious expertise includes intellectual property, information technology, general contract drafting and business sales and acquisitions.

Ben Foulds
Ben Foulds

Ben Foulds

Hosted Desktop

Ben has spent 20 years in the hosted technology and communications sector, supporting customers and driving business through the development of cloud and IT strategies. Other roles include Head of Channel, responsible for the management and growth of the Partner division.

Glen Foster
Glen Foster

Glen Foster

Director of Partner Sales, Xero

Glen is a pioneer of the UK’s cloud accounting industry, joining Xero UK nine 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.

Shane Lukas
Shane Lukas

Shane Lukas

Managing Director, AVN Inspiring Accountants

Shane Lukas is a keynote speaker, inspiring accountants to become even more inspiring to their clients. He has spoken for many of the governing accountancy bodies, author of six books, including International Best-selling book, ‘Better Business, Better Life, Better World’ and UK Amazon Best Seller ‘What’s Next For Accountants’ and his latest book for Accountants: Putting Excellence Into Practice is launching 18th September.

With his business, AVN, Shane has worked with over 2800 accountants since the late 1990s, helping them achieve their aspirations for their accountancy practices.

AVN is a UK based coaching and training organisation for accountants in practice.

AVN delivers powerful hands-on workshops, ‘Practice Improvement Training Programmes’ and ongoing support for accountants in the form of membership. AVN helps accountants specifically focus on improving their accountancy practice in seven key areas, which naturally results in stronger practices delivering greater value and improving the businesses they work with.

Philippa Hume
Philippa Hume

Philippa Hume

Intuit Quickbooks

Philippa is responsible for working with forward thinking accountancy practices throughout the North of England, Scotland and Northern Ireland. Working together in partnership, Philippa & her team are passionate about helping accountants understand how their firm can benefit from adopting the right cloud-based software.

Course Name
Date
Time
Location
Price
18 Sep 2019
10:00am - 5:15pm
NEC Birmingham
£0.00