Welcome Letter

Conference Programme

Attendee List

Presentation Slides

CharterGroup Bio’s

Victoria Browning

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

Paul Richmond

Law and Accounting Sector Expert
Callum Macrae

Callum Macrae

Marketing Director, JE Consulting
Alan Wallace

Alan Vallance

CEO, ICAEW
Derek Southall

Derek Southall

Founder and CEO, Hyperscale
Lorraine Twist

Lorraine Twist

Director of Professional Services, Hays
Ian Saxelby

Ian Saxelby

Vice President, Locktons

Kerrie Machin

Partner, Mitigo
Emily Willson

Emily Ellison

Director, Mercia
Gavin Jones

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..
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.