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

Victoria Browning – COO
Victoria Browning is the COO of CharterGroup, where she drives operational excellence and fosters innovation.
She focuses on supporting the CharterGroup Member Firms and Affinity Partners with forward-thinking strategies and client-centric solutions, playing a key role in advancing the organisations’ goals and maintaining a competitive edge in the accountancy sector.

Nikki White – Member Services Manager
Nikki serves as the first point of contact for CharterGroup and specialises in building strong relationships with members and affinity partners, ensuring exceptional service and engagement.
Nikki is committed to providing seamless support and addressing member needs. She plays a key role in planning and executing CharterGroup events and strives to create a welcoming environment for all.

Jon Lisby – Consultant
on 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. He believes it likely that challenges a member firm face today may be similar to those he will previously have had to resolve.
Keynote Speakers and Industry Experts

Paul Richmond
Law and Accounting Sector Expert

Callum Macrae
Marketing Director, JE Consulting

Alan Vallance
CEO, ICAEW

Derek Southall
Founder and CEO, Hyperscale

Lorraine Twist
Director of Professional Services, Hays

Ian Saxelby
Vice President, Locktons

Kerrie Machin
Partner, Mitigo

Emily Ellison
Director, Mercia

Gavin Jones
CEO, CJC Advisory
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.
