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Virtual Summit Programme - Wednesday 19 November

If you're exploring new tools or thinking about switching software, this is the day to tune in.

Please note that the programme timings and speakers are subject to change.

Virtual Networking

Say hello to peers and Summit partners on the virtual platform

08:30

-

09:30

60 mins

Welcome to the Virtual Summit

Welcome to demo day of the virtual Summit from ICB CEO.

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

09:30

-

09:35

5 mins

Leading through uncertainty: How Bookkeepers help Clients navigate uncertain times

Small businesses across the UK are feeling the squeeze - from rising National Insurance costs to shifting tax thresholds and ongoing inflation. According to Dext’s latest research, over half of UK small business owners say one more cost hike could push them to the brink, and 53% admit forward planning is now “virtually impossible.”

For bookkeepers, this growing uncertainty presents both a challenge and a powerful opportunity. As the professionals closest to their clients’ day-to-day finances, bookkeepers are uniquely positioned to bring calm, clarity, and confidence when it matters most.

In this panel discussion, industry experts and practice leaders will explore how bookkeepers can support clients through turbulent times - by combining smart processes, automation, and data-driven insights with trusted human guidance. You’ll hear practical examples, strategies, and success stories from firms helping their clients stay resilient and plan for growth, even in unpredictable conditions.

Paul Lodder, VP of Product Strategy and Accounting Expertise, Dext

Paul Lodder, VP of Product Strategy and Accounting Expertise, Dext

Kristy Glenister, Director,  4cast Bookkeeping

Kristy Glenister, Director, 4cast Bookkeeping

Suzannah Whelan, Bookkeeper, Sinclair Whelan Bookkeeping

Suzannah Whelan, Bookkeeper, Sinclair Whelan Bookkeeping

09:35

-

10:05

30 mins

Sage demo

10:05

-

10:25

20 mins

Apron demo

10:25

-

10:45

20 mins

Dext demo

10:45

-

11:05

20 mins

Break

11:05

-

11:30

25 mins

Intuit Quickbooks demo

11:30

-

11:50

20 mins

Get MTD for Income Tax done: FreeAgent in action

Join us for a focused demo of FreeAgent’s MTD for Income Tax functionality, specifically designed to streamline compliance for your small business clients. Discover how this intuitive, user-friendly solution can help clients stay on top of the upcoming changes with ease. We'll also show you the tools to deliver effective support, ensuring seamless compliance.

Stu McEwan, Staff Product Manager - Tax Engineering, FreeAgent

Stu McEwan, Staff Product Manager - Tax Engineering, FreeAgent

11:50

-

12:10

20 mins

Bright demo

12:10

-

12:30

20 mins

AdFin demo

12:30

-

12:50

20 mins

Lunch break

12:50

-

13:50

60 mins

What's new in Xero to supercharge your workflows

Are your internal workflows being held back by manual data entry, slow reconciliations, or fragmented compliance systems, and your ready to reclaim time and boost efficiency? We'll cut through the noise and show you the new Xero features and product updates that directly impact your day-to-day tasks. Discover the latest innovations in bank reconciliation, helping your clients get paid faster and our AI business companion, JAX.

Jess Deadman, Senior Education Specialist, Xero

Jess Deadman, Senior Education Specialist, Xero

13:50

-

14:10

20 mins

Zoho demo

14:10

-

14:30

20 mins

Outbooks demo

14:10

-

14:30

20 mins

TaxPad demo

14:30

-

14:50

20 mins

Xenon Connect demo

14:30

-

14:50

20 mins

Ricoh demo

14:30

-

14:35

5 mins

Closing address

AmiCopeland, CEO, ICB

AmiCopeland, CEO, ICB

14:50

-

15:00

10 mins

Contact Us

Monday - Friday 9.00 am - 5.30 pm

+44 (0)20 7324 2784 

info@bookkeeperssummit.com

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