Welcome Letter

Conference Programme

Presentation Slides

Attendee List

Table Plan

Workshop 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-logo

JE Consulting

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

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

Mercia

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

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-logo

Quantuma

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

Blink Payment

Blink Payment is a comprehensive platform to accept and manage all payment types—online, in person, or over the phone—through one seamless portal.
GJC Advisory

GJC Advisory

GJC Advisory provides financial and strategic advice to financial services firms, helping them grow and navigate challenges.
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Swoop

Swoop is an online funding broker that matches businesses with the right loans, grants, or equity options—from banks, lenders, and government schemes—using smart technology.
Fibre Logo

FibreCRM

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

Hays

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