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..
xero-logo

Xero

Xero is the global leader in cloud accounting.

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

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.

Hayleys

Hayleys Business Solutions, which provides dedicated offshore staff has joined CharterGroup as an Affinity Partner.