Virtual Summit Programme - Thursday 20 November
Whether you’re after tech tips, expert tax insights, or a renewed sense of connection to the ICB community, the Virtual Summit is your opportunity to sharpen your skills and strengthen your practice.
Please note that the programme timings and speakers are subject to change.
Welcome
Ami Copeland, CEO, ICB

09:00
-
09:05
5 mins
The lessons in business every bookkeeper should know: tax, money, and financial wellbeing
Rachel Harris shares the essential business and tax knowledge every bookkeeper should know. Rachel will break down complex topics into simple, actionable steps you can apply straight away, including how to maximise deductions and improve your clients’ financial wellbeing. But this isn’t just about your clients, it’s about you too. You’ll also explore practical strategies for managing your own business finances with confidence, improving profitability, and creating long-term financial security. Whether you’re newly qualified or years into your bookkeeping career, this session will leave you feeling empowered, informed, and ready to take control of your business and your clients' success.
Rachel Harris, Founder, @Accountant_She

09:05
-
09:30
25 mins
MTD for Income Tax - How to deal with change?
This webinar provides the practical steps to help your firm prepare for and manage the upcoming regulatory change, specifically the shift from once-a-year touchpoints to more frequent updates. You'll gain a high-level overview of these changes and discover key strategies for supporting your team, managing resistance, and effectively avoiding peak workload periods. By embracing this transition, you can realise incredible efficiencies, obtain more accurate data for advisory services, and ultimately build a more profitable firm. The session also covers important communication strategies and talking points to turn this legislative requirement into a powerful demonstration of your value as their trusted advisor.
Harvey Dhap, Implementation Consultant, Xero

09:30
-
10:00
30 mins
Money Laundering Regulations Update
ICB’s Professional Standards Team share the latest guidance to help you stay compliant and confident.
Garry Carter, Co Founder & President, ICB

10:00
-
10:30
30 mins
Break and networking

10:30
-
10:45
15 mins
The tax headlines for bookkeepers - and the small print you might have missed
Tax never stands still: MTD, the Budget and new material on HMRC's website every day. Paul takes a look at some of the most important changes coming down the track and some of the things that might just have slipped below your radar.
Paul Aplin OBE, Deputy President, Chartered Institute of Taxation

10:45
-
11:15
30 mins
From Busy to Brilliant: Using AI to take control of your time and value
Chris Downing, Director for Accountants and Bookkeepers, Sage

11:15
-
11:35
20 mins
The perfect app and tech stack for bookkeepers
Choosing the right tech isn’t just about bells and whistles, it’s about building a system that actually works for you. In this session, we’ll explore what makes an app or tech stack genuinely “good” for bookkeepers: from seamless integrations and automation wins, to user experience and client compatibility. They will learn: ✅ How to evaluate apps like a pro (without falling for shiny features) ✅ The key components of an efficient, scalable tech stack ✅ How to future-proof your setup as your practice evolves The right stack doesn’t just save time, it saves your sanity. It reduces errors, boosts client satisfaction, and frees you up to focus on the work that matters. Walk away with a clear framework for assessing your current tech stack, spotting gaps, and confidently choosing apps that actually do the job. No fluff, just practical, bookkeeper-tested insights
Natasha Everard, Founder,
Bewitching Bookkeeping Services

Lara Manton C.MICB, Director, LJM Bookkeeping

11:35
-
12:00
25 mins
Get MTD for Income Tax done: tips for stress-free client support
The first MTD for Income Tax deadline is fast approaching. Are you ready to guide your clients through the changes with confidence? Join this practical workshop to explore how to simplify the transition, minimise client stress, and overcome common pitfalls. We'll share actionable tips on communicating changes and show you the tools to deliver effective support, ensuring seamless compliance.
Gem Malek, Junior Product Manager, FreeAgent

12:00
-
12:20
20 mins
Lunch break

12:20
-
13:00
40 mins
Cyber Security - Your Posture or Your Position?
As cyber threats evolve, maintaining an adaptive and proactive security posture is critical for safeguarding sensitive data, maintaining trust, and complying with regulatory requirements in today's interconnected digital environment.
Trevor Bradfield, Director, Unity IT

13:00
-
13:25
25 mins
Legacy Numbers – how we built a business with purpose
In this session, Lindie and Thando Jacobs share how they built Legacy Figures Accountancy with purpose, balance, and legacy at the core. Lindie will discuss her move from the Civil Service into accounting and how she shaped a business that allowed her to prioritise both impact and family. Together, they’ll reveal how they run a practice as a couple, balancing roles, boundaries, business growth, and raising a young family. A session for those who want a business that supports their life, honours their values, and creates a legacy beyond the numbers.
Lindie Jacobs, Qualified Bookkeeper & Small Business Accountant, Legacy Figures Accountancy

Thando Jacobs, Director of Operations & Growth, Legacy Figures Accountancy

13:00
-
13:25
25 mins
Social Media That Works
Social media doesn’t have to feel overwhelming, random, or like a waste of time. In this powerful, practical session, Bev Flanagan shows you how to turn your online presence into a genuine client magnet. She’ll share what really works for accountants and bookkeepers, from the kind of content that builds trust to the posts that actually bring in enquiries. Expect straight talking advice, real examples, and proven strategies. If you’ve ever wondered how to make social media work for your practice (and not the other way around), this session is for you.
Bev Flanagan, Business Success Coach, The Elite Accounting Community

13:30
-
13:55
25 mins
Reporting for Impact
How bookkeeping practices can calculate their carbon footprint and communicate their impact.
Penelope Allard FICB, Director, Wild Bookkeeping

Kathryn Frimmond, Director, Your Local Bookkeeper

13:30
-
13:55
25 mins
Beyond the balance sheet: Unlocking the win-win-win of volunteering!
Unlock the win-win-win of volunteering - helping charities maximise their impact - while benefiting you, your team, and the organisations you work for. This inspiring session from the co-founder at Charterpath explores the rewarding world of skills-based volunteering, showing how bookkeepers can contribute to a financially sustainable charity sector. Whether you're seeking to supercharge your own career, provide opportunities to develop the skills and well-being of your team or deliver on corporate ESG goals, join us to discover life beyond the balance sheet!
Alex Marsh, Co-founder, Charterpath

14:00
-
14:25
25 mins
Helping the books make sense for neurodiverse clients
Working with clients to help find a way to present the information in a format that makes sense to them. We all digest information differently and I could spot when a client used to glaze over in a meeting with their accountant. She was once presented with a 17-tab Excel document, and I could see the panic in her eyes. I have turned the information into infographics, breaking down her sales income across her business, focussing on the largest overheads and showing how the Directors Loan Account works. I also meet with her regularly to keep her on track.
Ruth Cringle MICB, Admin Elite

14:00
-
14:25
25 mins
MTD made easy - 12 stress-free months, not 3 mad busy quarters!!
How early planning, smart tech, and simple communication with clients has enabled our practice to be fully prepared, stress-free - and ahead of the game.
Lee Coombes MICB, Head of Accountancy & Tax, Lee Coombes Accountancy Digital

14:30
-
14:55
25 mins
Staying Sane as a Solo Practitioner
A session about Mental Health and the importance this has on your success. How solo working can be lonely, struggles that people can face on their journey, where you can reach out for help. The benefits of finding your people and building support networks through the ICB community and beyond. We hope this session will leave people feeling that being and ICB bookkeeper isn't about doing it alone but that there is a whole community of likeminded people out there willing and able to support you each step of the way.
Clare Kendall C.FICB, Bookkeeper, CLK Books

Laura Murphy C.MICB

14:30
-
14:55
25 mins
Break and networking

14:55
-
15:30
35 mins
Introducing the Intuit Accountant Suite
This session takes you through a live demonstration of the Intuit Accountant Suite (IAS), a new accounting suite designed to transform how practices operate. Built on the Intuit platform, IAS harnesses the power of Intuit’s embedded AI and connected data to access insights and recommendations that help you scale your business and deliver advisory services that fuel clients’ success. Join us for an early look at how Intuit’s unified ecosystem is redefining the future of accounting — with AI where it counts and human insight where it matters most.
Richael O’Brien, Staff Product Manager, Intuit Quickbooks

15:30
-
15:50
20 mins
What I Wish I'd Done Differently Starting A Practice.
Tim will cover mistakes made and things they'd do differently to make life a little easier if they were starting their practice now.
Tim is using a lot of this knowledge in starting their second practice.
Tim Chilestone C.MICB, Director, TCS Guernsey

15:50
-
16:10
20 mins
Bookkeepers & Payments: the perfect pairing
Gavin Fell of Apron will share how to close the loop of bookkeeping and payments for your clients. This session will examine how Apron can facilitate the easy workflow through from card, capture and unreconciled transactions to payments.
Gavin Fell, Sales leader, Apron

16:10
-
16:30
20 mins
The All-Stars Panel
Join Ami Copeland for a lively and inspiring conversation with three of the brightest rising stars in bookkeeping. Fresh from winning Practice of the Year, Chi Yun (Sam) Wai brings the energy and innovation of a modern digital practice. Shirley Hidderley, a specialist in farm and rural bookkeeping, shows how bookkeepers are evolving alongside the UK’s most traditional industries. And Cassie Tipson, who moved from AAT to ICB, brings a powerful perspective on why bookkeepers are choosing new pathways and shaping the profession’s future from the ground up.
Together, they will explore why bookkeeping is alive and kicking - more dynamic, more in-demand, and more future-ready than ever. From AI to advisory, niches to new opportunities, these All Stars represent the next generation of bookkeeping leadership.
Ami Copeland, CEO, ICB

16:30
-
17:00
30 mins
Closing address
Ami Copeland, CEO, ICB





