Speakers


Sujay Patel

Sujay Patel

ICB Practice Onboarding Manager

Danetha Doe

Danetha Doe

Host of the Future Accounting Podcast

Nick Levine

Nick Levine

Chartered accountant and fintech specialist

Alison Ball

Alison Ball

Director of Marketing and Influencer Strategy, LiscioCX

Verna Gellvear

Verna Gellvear

HMRC External Stakeholder Lead

Karen Young

Karen Young

Director of Hays Accountancy & Finance

Jacquie Mount C.FICB

Jacquie Mount C.FICB

ICB Director of Technical Policy

Owen Rowland

Owen Rowland

Head of Economic Crime Unit, Home Office

Blake Oliver

Blake Oliver

Co-host of the Cloud Accounting Podcast

Gary Turner

Gary Turner

Xero Managing Director, UK & EMEA

Ian Holloway

Ian Holloway

Payroll Consultant

Sajni Shah

Sajni Shah

Starling Bank Product Owner

Garry Carter

Garry Carter

ICB Co-Founder and ICB Global President

Emma Jones MBE

Emma Jones MBE

Founder, Enterprise Nation

Juliette Foster

Juliette Foster

Broadcast Journalist

Ami Copeland

Ami Copeland

ICB Director of Communications

Lucy Brown FICB PM.Dip

Lucy Brown FICB PM.Dip

Certified Bookkeeper, owner of Capella Bookkeeping Limited

Marie Phillips MICB PM.Dip

Marie Phillips MICB PM.Dip

Certified Bookkeeper, owner of Abelha Bookkeeping

Claire Allen C.FICB

Claire Allen C.FICB

Certified Bookkeeper, owner of Team 4 Solutions LLP

Irene Loh

Irene Loh

HMRC Director of Covid Response

Clare Mannall FICB

Clare Mannall FICB

Certified Bookkeeper, owner of CEM Bookkeeping & Consultancy Ltd

Adam Blake MICB PM.Dip

Adam Blake MICB PM.Dip

Capita Portfolio Finance Director

Peter Stewart

Peter Stewart

ICB Director of Learning

Ronald Edema BSc (Hons) MBCS, CISMP

Ronald Edema BSc (Hons) MBCS, CISMP

Cyber Protect Officer at Metropolitan Police Service

Martin Jackson ATT

Martin Jackson ATT

Head of Employment Taxes & Training, Croner

Rebecca Benneyworth

Rebecca Benneyworth

Tax Lecturer

Vikki Bean

Vikki Bean

Xero Head of Education

Kevin Lord

Kevin Lord

FreeAgent Head of Practice Enablement

Chris Downing

Chris Downing

Sage Director of Product Marketing

Neal Stockwell

Neal Stockwell

Sage Trainer

Dean Graham

Dean Graham

Sage Trainer

Imran Omarji

Imran Omarji

Sage Trainer

David Watson

David Watson

Schedule


Perfect your profile and start getting to know your virtual event 'venue' and fellow attendees.

You can send direct messages and set up video meetings so visit the Attendees tab to find others with similar interests and find out who's online right now.

You can also share status updates, photos and videos in the event Social Feed and introduce yourself if you're looking to make specific connections or are offering services. Please make sure you familiarise yourself with our Code of Conduct and be confident and kind!

  • Visit the Exhibition to meet ICB and our exhibitors by text chat or video meeting and browse any special offers. You can also drop your virtual business card at each booth and look at product information, download ebooks and watch videos
  • Take a seat in the Lounge for an informal 15 minute chat with other delegates
  • Post an update, introduce yourself or share a selfie on our Social Feed
  • Visit the Breakout Rooms to get software demos, chat to ICB's Jacquie Mount Steve Hardwick and Sujay Patel, or meet some of our training providers to discuss your next qualification

It’s been a difficult year for many businesses, with huge challenges around new ways of working and maintaining resilience.

 

We know that small businesses have depended more on their bookkeeper to manage this change. By focusing on the right support for your clients, for right now, is a re-validation of the role bookkeepers play in the small business economy.

 

At this year's Bookkeepers Summit I’m going to talk about some of the immediate opportunities and challenges this climate presents…..and what I believe this means for the future of the industry.

We’ll have a look at the timeline feature that exists for documents such as quotes, estimates, invoices, and credit notes and uncover what different status’ means and have a look at how this feature can be of benefit and the different scenarios.

This session is repeated on Wednesday.

How I escaped the corporate world and overcame imposter syndrome to start my own business and work from home.


This session includes text Q&A with the speaker so ask your burning questions and get interactive!

A reminder of the importance of understanding the basics of double entry bookkeeping in a world where software is taking the lead.

AML is an area that worries a lot of people, but I want everyone to see that this can be easy and, dare I say, fun!


This session includes text Q&A with the speaker so please ask questions and get interactive!

  • How the needs of your clients are changing from a transactional relationship to needing a personal & emotional relationship.

 

  • How can technology support you to deliver the services you provide today and the services you need to provide in the future?

 

  • What does the technology horizon look like and how you can use it to superpower your relationship with your clients.

There comes a point for many bookkeepers when they find themselves overwhelmed with work. This is usually a tipping point for a freelance bookkeeper. Do you turn down new work or do you move your business forward and employ staff to help you? I will be taking you through the decisions you will need to make and how to go about increasing your business by employing staff.

A revision of basic VAT and how it works plus coverage of the VAT return and the differrent VAT schemes that are available to businesses

This session is about the tax implications for smaller businesses and covers decisions about incorporation, with a nod to future budgets to help you understand what structures are tax efficient now and in the short to medium term.

We'll also cover company cars - the latest position, and a little on Covid support tax issues.

Chris Downing will share his advice and insight on how to best deal with the continuing business and emotional challenges of working under pressure, managing client expectations and how these tough times are actually an opportunity to develop deeper stronger client relationships.

This is your moment to leave your screen and grab a bite to eat, or....stay with us to:
 

  • Visit the Exhibition to meet ICB and our exhibitors by text chat or video meeting and browse any special offers. You can also drop your virtual business card at each booth and look at product information, download ebooks and watch videos
  • Take a seat in the Lounge for an informal 15 minute chat with other delegates
  • Post an update, introduce yourself or share a selfie on our Social Feed
  • Visit the Breakout Rooms to get software demos, chat to ICB's Jacquie Mount Steve Hardwick and Sujay Patel, or meet some of our training providers to discuss your next qualification

 

Learn how to automate your bookkeeping processes and unlock the power of Bank Feeds, Bank Rules, and Error Corrections.


This session is repeated on Wednesday.

Drawing from his 15-year career in finance at multi-national coporations, ICB member Adam discusses how to use the ICB qualification as a stepping stone in your career and why he wishes all members of the finance team were ICB qualified.

The path from studying with the AAT to membership of ICB is well trodden but, in recent years, changes to both syllabuses have presented some difficulties. As a result, ICB has recently changed the entry route for people who have completed AAT's level 3 qualifications and can announce a fast-track route for those wishing to upgrade their AAT qualification to membership of ICB.

The bookkeeper's relationship with a client need not end with agreeing the final accounts. The time spent recording transactions and preparing financial statements puts the bookkeeper in a unique and valuable position to help the business identify opportunities to improve performance, profitability and cashflow.

 

ICB's new Business Insights certificate at Level 4 replaces the existing Management Accounting certificate to provide a qualification which delivers knowledge and skills that will enhance the relationship between the bookkeeper and the client.

A quick VAT update looking at COVID changes and the future of MTD for VAT. Changes to CIS VAT are covered in Jacquie's separate CIS Update session.

Learn how to take the trial balance from Sage Accounting into Final Accounts, generate a set of year-end statutory accounts, and file online to Companies House.
 

This session is repeated on Wednesday.

This presentation will include recent trends in the accountancy and book-keeping job market, including skills in demand, as well as the skills that are changing in this new era of work. Karen will also cover what you need to know about job hunting during (and after) the Covid-19 pandemic, including a top tips section on how to perform well at virtual interviews, as well as tips on how to take charge of your career, when things sometimes seem to be in constant change. 

You work hard for your clients and you deliver real value to them. But have you ever thought about your clients' overall experience working with you?
 

Understanding the key drivers of delight (and creating a plan to leverage them) will not only differentiate your practice from others but will increase client engagement and loyalty as well.
 

This session is suited to bookkeeping firms of all sizes who are seeking to attract and retain excellent clients, by understanding and adopting a Client Experience 2.0(tm) mindset firm-wide.

 

This session includes text Q&A with the speaker so please ask questions and get interactive!

This presentation will not be available after Tuesday 1st December as the Metropolitan Police policy prevents us from making this presentation available for any longer.

Please watch before Tuesday 1st to ensure you don't miss out on this content!

Join global thought leaders from the accounting tech and fintech worlds for this live discussion on how small business owners have been affected by the pandemic and how shifts in technology are shaping the future of work and what it means for bookkeepers.

Celebrate with us at this informal drinks session in our breakout rooms. You provide your own drinks and we'll provide the ice-breakers.

ICB student and member-exclusive event - get ready to find out the winners of this year's Luca Awards with some fun networking amongst fellow members.
 

We know it's virtual but dressing up and feeling fancy is actively encouraged! You provide your own drinks and we'll provide the ice-breakers.

ICB student and member-exclusive event - this is the moment we've all been waiting for - we announce the 2020 Luca Awards winners!


This ceremony will be broadcast live and feature some of the winners!


We know it's virtual but dressing up and feeling fancy is encouraged! You provide your own drinks and snacks and we'll provide the ice-breakers.

You don't strictly have to come dancing, but if you'd like to burn off the steam of a busy year, join us for a huge group Zoom Party!


Mute your mic, turn the music up loud and feel connected.

  • Visit the Exhibition to meet ICB and our exhibitors by text chat or video meeting and browse any special offers. You can also drop your virtual business card at each booth and look at product information, download ebooks and watch videos
  • Take a seat in the Lounge for an informal 15 minute chat with other delegates
  • Post an update, introduce yourself or share a selfie on our Social Feed
  • Visit the Breakout Rooms to get software demos, chat to ICB's Jacquie Mount Steve Hardwick and Sujay Patel, or meet some of our training providers to discuss your next qualification

It's #RaiseaCup day!

Slap bang in the middle of Global Bookkeeping Week, and on Day 2 of the Bookkeepers Summit, we invite you to raise a cup to yourself and bookkeepers across the world. After a busy and challenging year, you deserve recognition. This day is about you!

 

Post your selfies in our #RaiseaCup selfie contest on the platform here, but don't forget to share it with the rest of the world on your normal channels like Twitter, Insta, LinkedIn and Facebook.

 

Today's hashtags are:

#RaiseaCup

#GlobalBookkeepingWeek

#BookkeepersSummit 

This presentation by the Head of the Economic Crime Unit (ECU) at the Home Office will discuss the threat from economic crime and how the ECU has developed a public-private partnership approach to tackle it.

We'll discuss the role of bookeepers in helping to tackle economic crime and look at the key aspects of the Economic Crime Plan and our current focus on SARs and information sharing, fraud and asset recovery.

An explanation of the changes that will take place in March 2021 when the CIS moves away from basic VAT to the Domestic Reverse Charge scheme

We’ll have a look at the timeline feature that exists for documents such as quotes, estimates, invoices, and credit notes and uncover what different status’ means and have a look at how this feature can be of benefit and the different scenarios.
 

This session is repeated from Tuesday.

The latest IR35 updates and developments.

If you need a spare pair of hands to help with the workload in your practice, there are few better options than taking on an apprentice. Apprenticeships offer on-the-job training within a framework which reflects the ICB syllabus. At the end of little over one year, you could have an employee who understands how your practice operates and is well on the way to becoming a full member of ICB.

Following on from Peter Stewart's session on transitioning from AAT QB to Ceritifed Bookkeeper, in this session, Peter chats to Brian McVean from Ideal Schools about the course and study processes.

After a year when professionals have had to contend with more then ever before, this is an overview of the hot topics that we should be aware of. This will include the end of the EU Transition Period on 31 December 2020 plus up-to-date information about Coronavirus support schemes. Plus, a look ahead to what to expect for the tax year starting in April 2021.

This is your moment to leave your screen and grab a bite to eat, or....stay with us to:

  • Visit the Exhibition to meet ICB and our exhibitors by text chat or video meeting and browse any special offers. You can also drop your virtual business card at each booth and look at product information, download ebooks and watch videos
  • Take a seat in the Lounge for an informal 15 minute chat with other delegates
  • Post an update, introduce yourself or share a selfie on our Social Feed
  • Visit the Breakout Rooms to get software demos, chat to ICB's Jacquie Mount Steve Hardwick and Sujay Patel, or meet some of our training providers to discuss your next qualification

Learn how to automate your bookkeeping processes and unlock the power of Bank Feeds, Bank Rules, and Error Corrections.


This session is repeated from Tuesday. 

What are accountants looking for from a good bookkeeper? As much information about the day to day transactions of their client as possible.

 

This session is designed to look at end of month and end of year procedures for a bookkeeper to complete, in order to send over the most accurate representation of your shared client's business.

 

By impressing the accountants they will then be very likely to refer more work to you over time, thereby growing your practice and business.

Longer standing members and students alike will find it useful to understand what work the recently updated qualification prepares new members to carry out and which services they can provide to clients.

 

You may find there's something in the current syllabus which passed you by in your own journey to become a member and you may like to pick up a new subject to enhance the services you are able to offer.

Following on from Peter Stewart's Business Insights session yesterday, in this session, Peter is joined by Training Link's very own Jo Fredrikson and Jennifer Nyland to discuss the new Business Insights course.

An update on HMRC's plans for the digitisation of the tax system

An introduction to the internal management accounts for small and micro entities - how they work, the similarities to and differences from non-incorporated businesses and what to expect from the ICB exam.

*Please note that at the end of this presentation, a statement is made that the revaluation reserve is taken out of the profits during the appropriate process. The words 'revaluation reserve' in the appropriation slide should be replaced by the word 'capital reserves'. The revaluation reserve is outside of this process, and is included when assets are revalued. We apologise for the error.*

Learn how to take the trial balance from Sage Accounting into Final Accounts, generate a set of year-end statutory accounts, and file online to Companies House.

 

This session is repeated from Tuesday. 

Actionable steps for bookkeepers on how to elevate your financial health and overall well-being.

An introduction to Not-for-Profit Organisations - how they work, the similarities to and differences from non-incorporated businesses and what to expect from the ICB exam.

Join ICB's Ami Copeland for this inspiring live panel as she discusses the bookkeeping profession with entrepreneur and business thought-leader, Emma Jones MBE, and two ICB practice owners - newbie, Marie Phillips MICB PM.Dip, and seasoned pro, Claire Allen C.FICB.

To conclude the two-day live sessions, join us for a live look back at the highlights of the event and the networking so far. We'll also announce the winners of the #RaiseaCup contest and crown the bookkeepers who made it to the top of our leaderboard.


You can still set up meetings and chat to other bookkeepers until 4pm on Friday. All sessions are available for you to watch for three months but session-chat and session-Q&A are now disabled.

Celebrate with us at this informal drinks session in our breakout rooms hosted by ICB Branch Chairs. You provide your own drinks and we'll provide the ice-breakers.

At the end of our two days of live-streamed content, you can still access the recordings and continue to network with fellow bookkeepers within our virtual event 'venue'. Make the most of this opportunity and celebrate Global Bookkeeping Week in style!

At the end of our two days of live-streamed content, you can still access the recordings and continue to network with fellow bookkeepers until 3pm today within our virtual event 'venue'. Make the most of this opportunity and celebrate Global Bookkeeping Week in style!

After 3pm, session recordings will remain available but all networking and Chat features will be unavailable.

You can join our regular Friday instalment of ICBTV right here. What a wonderful way to round off #GlobalBookkeepingWeek  The episode will play in a popped out zoom window or will prompt you to launch zoom from your desktop.

Summit networking features will be available for one hour after the episode!

Exhibitors


XU Magazine
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ICB
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Xero
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FreeAgent
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Sage
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TaxFiler
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AccountancyManager
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Intuit QuickBooks
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