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Virtual Summit Programme -
Monday 23 November

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

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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

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09:45

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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

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10:00

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10:10

10 mins

Xero Update

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10:10

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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

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10:40

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11:10

30 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

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11:10

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11:30

20 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

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11:30

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11:50

20 mins

Apron update

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11:50

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12:10

20 mins

Lunch Break

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12:10

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12:45

35 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

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12:45

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13:30

45 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 Gillert MICB PM.Dip, Scripted Finance

John Gillert MICB PM.Dip, Scripted Finance

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13:30

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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

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13:50

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14:10

20 mins

Partner software demos

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14:10

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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 Olgivie, MTD Director, HMRC

Craig Olgivie, MTD Director, HMRC

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14:30

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15:00

30 mins

Closing address

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Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

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15:00

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15:05

5 mins

Contact Us

Monday - Friday 9.00 am - 5.30 pm

+44 (0)20 7324 2784 

info@bookkeeperssummit.com

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