top of page
  • Facebook
  • Twitter
  • LinkedIn

Virtual Summit Programme -
Monday 23 November

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

​​

Sessions take place between 10:00 and 15:00.

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

​

​

​

09:45

-

10:00

15 mins

Welcome to the Virtual Summit

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

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

​

​

10:00

-

10:10

10 mins

AI ate my homework: Getting your time back after the Budget

With each Budget comes fresh regulatory change, and with it, more questions from your clients. So where’s the time going to come from?

In this session, Stuart Miller from Xero will open with a concise overview of the changes heading your way, before turning to the practical. You’ll see real examples of how bookkeepers are using AI to reduce admin, streamline preparation and reclaim valuable hours in the week.

Stuart will also explore why the skills that make you human matter more than ever, and why AI will only take your job if you hand it over. You’ll leave with a clear plan for doing more, better, different and less, with you firmly in control.

Stuart Miller, Director of Public Policy & Technology Research, Xero

Stuart Miller, Director of Public Policy & Technology Research, Xero

​

​

10:10

-

10:40

30 mins

The Bookkeeper Technology Index: The results are in

Which technology is really making a difference to bookkeepers? The ICB Tech Advisory Board reveals the findings of the first Bookkeeper Technology Index, bringing together expert assessment and feedback from practising bookkeepers.
Hear what the results tell us about the software landscape, AI and automation, integrations, support and the tools that are shaping the future of bookkeeping.

Sobi Hariharan, Head of Strategic Partnerships, ICB

Sobi Hariharan, Head of Strategic Partnerships, ICB

Lara Manton

Lara Manton

Tim Chilestone

Tim Chilestone

10:40

-

11:00

20 mins

STUDY SESSION - Accounting Adjustments: Depreciation, Prepayments and Accruals

Understanding accounting adjustments is essential for producing accurate financial statements and succeeding in bookkeeping and accounting assessments.

Join Brian McVean CICB from Ideal Schools for our live online tutorial where we'll break down three key accounting concepts: depreciation, prepayments and accruals. Using clear explanations and practical examples, we'll show you how these adjustments ensure that income and expenses are recorded in the correct accounting period.
During the session, we'll cover:
• Why accounting adjustments are necessary
• How to calculate and account for depreciation
• The difference between prepayments and accruals
• How adjustments affect profit and financial statements
• Short, practical worked examples to build your confidence
• Q&A, if time allows

Perfect for students preparing for Level 3 exams or anyone looking to refresh their understanding of this area.

Brian McVean CICB, Advisor, Tutor & Director, Ideal Schools

Brian McVean CICB, Advisor, Tutor & Director, Ideal Schools

​

​

10:40

-

11:30

50 mins

Spotting economic abuse: the role of bookkeepers

Economic abuse can be hidden within everyday financial administration, but bookkeepers are often in a unique position to spot the signs.
In this session, domestic abuse workplace consultant and chartered accountant Cheryl Sharp will explore how economic abuse can show up through payroll and financial records, from changes to bank details and payslip addresses to someone else becoming involved in an employee’s pay.
Cheryl will share the warning signs to look out for and explain how professional curiosity and a safe conversation could make a real difference.

Cheryl Sharp FCCA, Domestic Abuse Workplace Consultant

Cheryl Sharp FCCA, Domestic Abuse Workplace Consultant

​

​

11:00

-

11:30

30 mins

Connections That Count: Why Networking is Essential for Bookkeepers

Networking is about far more than walking into a room, handing out business cards and looking for your next client. For bookkeepers, genuine connections can build trusted support networks, create opportunities, boost confidence and lead to collaborations, friendships and ideas you might never have found on your own.

Lisa Pirie MICB, Co-founder/Operations Director, Acey Bookkeeping

Lisa Pirie MICB, Co-founder/Operations Director, Acey Bookkeeping

​

​

11:30

-

11:50

20 mins

Show & Tell: Apron

Find out what’s new with William AI, Apron’s bookkeeping agent, and how it can take document chasing and coding off your hands. You’ll also see how Apron makes paying clients’ bills and payroll simpler, and how payment links can help your own invoices get paid sooner.

​

​

​

11:50

-

12:10

20 mins

Show and Tell: Ricoh

Find out what’s new from Ricoh and see its ScanSnap and PaperStream software at work, turning a pile of client paperwork into clean, searchable digital files. You’ll also see how one-button scanning makes it quick to deal with the odd receipt or letter that turns up unexpectedly.

​

​

​

11:50

-

12:10

20 mins

Lunch Break

​

​

​

​

12:10

-

12:40

30 mins

AML Back to Basics

The ICB Professional Standards team go back to basics with a reminder of the key principles of Anti Money Laundering regulations, and the best tactics to protect your business – and your clients.

Garry Carter, Co Founder & President, ICB

Garry Carter, Co Founder & President, ICB

​

​

12:40

-

13:10

30 mins

Show and Tell with TaxCalc

Find out what’s new from TaxCalc and see its tax, accounts and practice management tools at work. You’ll also see how data from FreeAgent, Xero and QuickBooks comes straight into your accounts, so there’s less to rekey.

​

​

​

13:10

-

13:30

20 mins

Show and Tell with Combinely

Find out more about Combinely

​

​

​

13:10

-

13:30

20 mins

The bookkeeper behind the camera

What does it take to keep a multi-million-pound TV drama or feature film on budget while delivering the creative vision?
Join us for a fascinating conversation with ICB member John Gillett MICB PM.Dip, founder of Scripted Finance and Production Accountant on globally acclaimed productions including Adolescence, Conclave and This Is England.
John will take us behind the scenes of the TV and film industry, revealing the complex financial structures that bring productions to life and the vital role bookkeeping plays in making them happen. Discover how he balances the expectations of financiers with the ambitions of directors and producers, uses technology and AI to streamline complex processes, and manages the budgets of some of the most creative people on the planet.

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

John Gillett MICB PM.Dip, Scripted Finance

John Gillett MICB PM.Dip, Scripted Finance

​

13:30

-

13:50

20 mins

Let's Talk About Debt: Breaking the Silence to Save Your Clients' Cash Flow

As bookkeepers, we are masters of the day-to-day: reconciling bank accounts, making payments, providing accurate financial reports and submitting VAT returns and quarterly tax updates. However, there is one side of the ledger that often remains in the shadows—the client’s debt position. While we keep the books balanced, many bookkeepers find that their clients’ biggest challenges revolve around aged debt and slow-paying customers. This session is a call to action for bookkeepers to look beyond the bank reconciliation, stare debt in the eyes, and take active steps to start a vital conversation about Accounts Receivable with their clients. By providing this proactive support, you offer the missing piece of the financial puzzle that your clients desperately need.

Lily Druian MICB, Credit Controller and Bookkeeper, LD Credit Control and Bookkeeping

Lily Druian MICB, Credit Controller and Bookkeeper, LD Credit Control and Bookkeeping

​

​

13:50

-

14:10

20 mins

Show and Tell with Zoho Books

Find out how Zoho Books could help your sole trader and landlord clients get ready for MTD for Income Tax, free of charge. You’ll also see the invoicing, bank reconciliation and receipt scanning that make their records easier for you to work with.

​

​

​

14:10

-

14:30

20 mins

Show and Tell with Sage

Catch up with the latest from Sage, including how its AI tools can take routine checks off your hands. You’ll also see how Sage supports you and your clients through MTD.

​

​

​

14:10

-

14:30

20 mins

MTD: The Story So Far

Where are we now with Making Tax Digital, and what does it mean for bookkeepers and their clients? Craig Ogilvie, MTD Director at HMRC, joins Ami Copeland for a conversation about the progress so far, how businesses are responding and the role bookkeepers can play in helping them navigate the changes.
A practical look at what’s happening on the ground, the opportunities for bookkeepers and what comes next.

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

Craig Ogilvie, MTD Director, HMRC

Craig Ogilvie, MTD Director, HMRC

​

14:30

-

15:00

30 mins

Closing address

​

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

​

​

15:00

-

15:05

5 mins

Contact Us

Monday - Friday 9.00 am - 5.30 pm

+44 (0)20 7324 2784 

info@bookkeeperssummit.com

Follow us on social media to hear more event details.

  • Instagram
  • Facebook
  • LinkedIn
  • YouTube
ICB-Logo-White.png

© 2026 Bookkeepers Summit Ltd

bottom of page