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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.

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Sessions take place between 10:00 and 14:50.

Please note that the programme timings and speakers are subject to change.

Virtual networking

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09:45

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10:00

15 mins

Failing forwards - Business & Confidence Lessons from a Serial Entrepreneur

This session explores the fear of failure to ask what's really holding you back from starting your own practice, growing it, or even from making that desired change or pivot. We'll uncover an abundant mindset and get comfortable with failing forwards. Lessons from a serial entrepreneur.

Fi Titus, CEO, Fineo

Fi Titus, CEO, Fineo

Fi Titus, CEO, Fineo

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10:00

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10:25

25 mins

AI as Your First Employee: How Bookkeepers Scale Without Hiring

What if your next team member was AI? Bookkeeping Superhero and community leader Natasha Everard shows how bookkeepers can use AI to take care of the admin, without replacing the people at the heart of the practice.
From drafting emails and client communications to reporting and everyday workflows, Natasha will share real examples of how AI can save time and help you scale. You’ll also learn how to “train” AI like a junior team member and put it to work straight away.
Practical, accessible and designed to open your eyes to what’s possible, even if you haven’t started using AI yet.

Natasha Everard, Bookkeeper Superhero, Bewitching Bookkeeping

Natasha Everard, Bookkeeper Superhero, Bewitching Bookkeeping

Natasha Everard, Bookkeeper Superhero, Bewitching Bookkeeping

10:25

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10:50

25 mins

Stop Drowning in Practice Admin: A Smarter Approach to Practice Management

Join Nevdish Hir for a complete tour of the multi-award-winning practice management platform designed to help bookkeepers reduce admin in their firms, enhance visibility, and boost team productivity.

Built specifically for modern bookkeeping firms, BrightManager replaces clunky spreadsheets with dynamic practice management workflows, giving you real-time control over clients, deadlines and team tasks.

Whether you're looking to automate admin, streamline client onboarding or boost productivity across your bookkeeping practice, this 20-minute session will show you how BrightManager delivers clarity, consistency and control, right out of the box.

Nerdish Hir, Bright Software Group

Nerdish Hir, Bright Software Group

Nerdish Hir, Bright Software Group

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10:50

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11:10

20 mins

The MTD tax return: What happens after the quarterly updates?

Much of the conversation around MTD for Income Tax has focused on digital record keeping and quarterly updates. But what happens when we reach the end of the tax year?

How do those quarterly submissions become a completed tax return, and what does the new process actually look like in practice?

The MTD tax return introduces a different way of working, with important implications for how accountants and bookkeepers manage client information, make year-end adjustments, bring together other income sources and complete the final submission.

In this practical session, we'll explore the journey from quarterly updates through to the completed MTD tax return, examining what changes, what stays the same and where the potential challenges lie.

We'll also look at the roles of accountants, bookkeepers and clients, the implications for existing software and workflows, and the steps practices should be taking now to prepare for their first MTD tax return.

Whether you're already managing MTD clients or preparing for the next phase of mandation, this session will help you understand what lies ahead and how to get ready

Chris Downing, Director for Accountants and Bookkeepers, Sage

Chris Downing, Director for Accountants and Bookkeepers, Sage

Chris Downing, Director for Accountants and Bookkeepers, Sage

11:10

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11:35

25 mins

Why Your Brain Thinks 4am Is a Great Time for Work

Many accountants and bookkeepers wake at 4am with racing thoughts, cortisol spikes, and a sense of hyper alertness that feels productive but leads to burnout. This session explores why it happens, how entrepreneurial stress rewires sleep patterns, and practical ways practice owners can regain rest, resilience, and clarity. Attendees will leave with a deeper understanding of their stress responses and practical tools to protect their wellbeing while sustaining high performance.

Della Hudson FCA, Accountant and entrepreneur, Minerva Accountants

Della Hudson FCA, Accountant and entrepreneur, Minerva Accountants

Della Hudson FCA, Accountant and entrepreneur, Minerva Accountants

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11:35

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12:00

25 mins

Lunch Break

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12:00

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12:40

40 mins

Show and Tell with Dext

Find out what’s new with AI Assist, which learns how you code suppliers and turns your decisions into automations for you to approve. You’ll also see how you can now pay suppliers, expenses and payroll from the same place you process them.

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12:40

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13:00

20 mins

Show and Tell with FreeAgent

Find out how FreeAgent’s practice dashboard can help you handle MTD quarterly updates and final declarations across your whole client list. You’ll also see the bulk tools that let you explain transactions and reconnect bank feeds in a few clicks.

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12:40

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13:00

20 mins

STUDY SESSION - ICB Payroll: Everything You Need to Know

Payroll and bookkeeping sit naturally side by side, and many clients would welcome one trusted professional to look after both. In this 30–40-minute study session, we look at why payroll services are such a good fit for a bookkeeping practice, and how adding them can strengthen your client relationships and open up new income for your business.
We will cover the key skills a payroll professional needs, from accuracy and attention to detail to keeping up with legislation and deadlines. And an ICS tutor will share practical study tips to help payroll students stay on track and approach their assessments with confidence.
The session suits anyone thinking about studying payroll, current students, and bookkeepers looking to widen the services they offer.

Danielle Smith, Head of Accountancy and Finance Qualifications, ICS Learn

Danielle Smith, Head of Accountancy and Finance Qualifications, ICS Learn

Danielle Smith, Head of Accountancy and Finance Qualifications, ICS Learn

12:40

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13:20

40 mins

Tax Update

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Rebecca Benneyworth MBE, Tax Expert

Rebecca Benneyworth MBE, Tax Expert

Rebecca Benneyworth MBE, Tax Expert

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13:00

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14:00

60 mins

Show and Tell with tofu

Find out how Tofu’s AI learns the way you handle each supplier and processes invoices line by line. You’ll also see how it can turn hours of data entry into a quick review, freeing you for more valuable client work.

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14:00

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14:20

20 mins

Show and Tell with Link My Books

Ecommerce clients can be a reconciliation headache, so see how Link My Books matches every Amazon, Shopify and TikTok Shop payout, fee and refund in Xero or QuickBooks. You’ll also find out how it handles VAT, giving you the confidence to take on more online sellers.

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14:00

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14:20

20 mins

Superstars Panel

Learn from the best! Join the brightest and the best ICB bookkeepers for a Q&A session covering all aspects of bookkeeping and payroll life. Speakers to be confirmed.

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14:20

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14:45

25 mins

ICB Digital Transformation Update

Join Ami Copeland for an update on ICB’s digital transformation and a demo of the new system

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

Ami Copeland, CEO, ICB

Kyle Monk

14:45

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15:00

15 mins

Contact Us

Monday - Friday 9.00 am - 5.30 pm

+44 (0)20 7324 2784 

info@bookkeeperssummit.com

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