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Virtual Summit Programme -
Tuesday 24 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

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

10:00

-

10:10

10 mins

Platinum partner workshop

10:10

-

10:40

30 mins

Session to be confirmed

10:40

-

11:10

30 mins

Partner demos

11:10

-

11:30

20 mins

Session to be confirmed

11:30

-

11:50

20 mins

Break

11:50

-

12:20

30 mins

Session to be confirmed

12:20

-

12:50

30 mins

Partner demos

12:50

-

13:10

20 mins

Partner demos

13:10

-

13:30

20 mins

Break

13:30

-

14:00

30 mins

Session to be confirmed

14:00

-

14:30

30 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

Lindie Jacobs, Qualified Bookkeeper & Small Business Accountant, Legacy Figures Accountancy

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

Bev Flanagan, Business Success Coach, The Elite Accounting Community

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

Penelope Allard FICB, Director, Wild Bookkeeping

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

Alex Marsh, Co-founder, Charterpath

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

Ruth Cringle MICB, Admin Elite

Ruth Cringle MICB, Admin Elite

14:00

-

14:25

25 mins

Session to be confirmed

14:30

-

15:00

30 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

Clare Kendall C.FICB, Bookkeeper, CLK Books

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

Richael O’Brien, Staff Product Manager, Intuit Quickbooks

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

Tim Chilestone C.MICB, Director, TCS Guernsey

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

Gavin Fell, Sales leader, Apron

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

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

16:30

-

17:00

30 mins

Closing address

Ami Copeland, CEO, ICB

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

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