
Welcome Letter
Conference Programme
Attendee List
Presentation Slides
CharterGroup Bio’s

Andrew Williamson – Managing Director
Andrew works with business owners, helping them grow and develop their organisations from start-up through to eventual sale.
He focuses on helping management teams to build and release value in their businesses.
Andrew is also the managing partner of WMT, a dynamic accountancy practice based in St Albans, Hertfordshire with an office in London. Before acquiring WMT, Andrew held partner roles in national and international accountancy firms

Frances Hall – Director
Frances is an experienced coach, facilitator and trainer who works with individuals, groups and teams to deliver interventions that positively impact the business and its people.
She has significant experience working with professional and membership bodies, commercial organisations and the education sector to develop and implement strategic initiatives.
Before setting up her consultancy business, Frances was the HR Director of a top 10 accountancy firm.

Jon Lisby – Director
Jon has a career of leadership and business development in medium to large accountancy practices – initially being the Managing Partner of a practice in his home city of Southampton, then Managing Partner of a national practice before moving to become the CEO of global accounting network.
Jon now leads a team of experienced former leaders in the profession with a mission to support the next generation with some of the wisdom acquired. With his experience and knowledge he can help to support member firms with the challenges they face today.
Keynote Speakers
Day One Speakers

Derek Arden
Negotiating Expert, Award Winning Speaker & Best Selling Author

Will Farnell
Author & Founder of accountancy firm Farnell Clarke

Ian Philips
Head of Sales, Xero

Steve Cox
Head of Market Insights, IRIS Software Group

Jo Edwards
Managing Director, JE Consulting

Callum Macrae
Marketing Director, JE Consulting
Day Two Speakers

Julie Smith
Head of Practice, ICAEW

Jessica Levin
COO, Regional Director, Abacus Worldwide

Trevor Mapondera
Founder & CEO Catalyst Care Group
Affinity Partners & Sponsors

JE Consulting
A highly respected marketing agency which specialises in working with the accountancy and legal sectors.

MyWorkpapers
MyWorkpapers is an industry-proven, born-in-the-cloud platform delivering innovative digital workpapers.

Mercia
Mercia is one of the leading providers of training and support services to the UK accountancy profession.

Mitigo
Mitigo offer proportionate, affordable, ongoing security, which protects accountancy firms against crime..

Quantuma
An independent advisory firm helping organisations & individuals overcome a range of operational and financial challenges.

FRP Advisory
Managing all aspects of Solvent Restructuring, Insolvency & Recovery when businesses face difficult times.

WhisperClaims
Award-winning R&D tax claims software and support for accountants, revolutionising the way R&D tax claims are managed by accountants.

First Intuition
First Intuition trains accountancy students for AAT, ACCA, CIMA and ICAEW exams, with training centres across the UK.

FibreCRM
A client onboarding solution for accounting firms that can run AML checks, capture data securely and more.

Hays
Hays are the world-leading specialist in recruitment and workforce solutions, such as RPO and MSP.

IRIS
IRIS Software Group is a leading provider that helps accountancy practices successfully managing their critical operational tasks.
