Welcome

 

We are pleased to welcome you to the 2023 CharterGroup annual conference.

This conference is not just an event, it’s a platform for knowledge sharing, networking and collaboration. Over the next two days you will have the opportunity to engage with experts, thought leaders and your peers to gain insights that will not only help grow your practice but will also enhance your professional growth.

The theme of this year’s conference, Focussed Leadership, has been carefully chosen to address the most pressing challenges and opportunities that you encounter in your day-to-day work. Through a series of insightful sessions, workshops and discussions we aim to equip you with the knowledge and tools you need to navigate the constantly evolving landscape of our profession.

Our first day focusses on you as a leader; our line-up of speakers, will share their expertise, experience and practical strategies to deal with some of the challenges we face as leaders in our firms. Day two will focus on your practice as we hear from other leaders in business as they share the lessons they have learned, along with experts from the profession looking ahead at what we need to think about if we are to stay ahead of the curve.

We would like to thank our sponsors whose support we truly value and of course to Nikki White, without whom conference just wouldn’t happen!

We encourage you to actively participate in these sessions, ask questions, and engage in meaningful discussions to make the most of this unique learning opportunity.

Additionally, the networking opportunities at this conference are invaluable. Forge new connections, reconnect with old friends and explore potential collaborations. We hope the relationships you build here may well become the foundation for future success in your practice.

Wishing you a productive and memorable conference.

 

Derek, Frances & Andrew

Conference Programme

Keynote Speakers

David Clarke OBE

Blind footballer, Paralympian, former RNIB Director and CEO at the British Paralympic Association – The Power of Saying Yes

Ian McMonagle

World leading business coach and mentor – Strength to Succeed – Grace under pressure

Sab Bhandal

Founder and Managing Director of Obex Dental – Growing a Great Professional Practice

 

Sarah Ghaffari

Director Communities, Business and Practice, ICAEW – Changes and updates within the profession

 

Chris Lane

Senior Policy Manager, ICAEW – Changes & updates within the profession.

Richard Spencer

Director of Sustainability, ICAEW – Sustainability

 

Steve Cox

Director, Business Intelligence, IRIS – Tech Panel

 

Louise Kirk

Head of Partner Growth, Xero – Tech Panel

 

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.

HAT Group

The HAT Group provides compliance, training, technical, recruitment and advisory services to accountancy firms.
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.

Moneypenny

Accounting firms looking to capture more leads and improve service levels with their telephone answering and live chat needs.
first-intuition

First Intuition

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

Markel Tax

Markel Tax is a leading UK tax consultancy and insurance provider. They partner with over 2,500 professional services firms.

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.

WhisperClaims

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

FibreCRM

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