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
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

Kristy Glenister, Director, 4cast 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
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
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




