Leaders in Accountancy Summit

Join us for this premier one-day conference designed for Managing Partners, Partners, and Directors of accountancy firms. Gain expert insights on profitability, efficiency, talent acquisition, mergers & acquisitions, and AI-driven innovations.

Agenda

9.55 - 10.00  Welcome and introduction to the event 

James Howell, Founder of Digital Accountancy Show

10.00 – 10.45  The secret sauce for successful succession planning – the 9 grid approach 

• Gordon Gilchrist, Succession Team and 2020 Innovation

Gordon Gilchrist unveils a proven framework to master the art of succession in your firm.

10.45 – 11.30 How do you manage equity transactions between principals, especially when younger professionals may lack the capital to buy in? 

• Pete Miller & Nick Wright, Jerroms Miller

Pete and Nick explore strategies for navigating partner equity when capital is a barrier for the next generation.

12.00 – 12.45 – Practical solutions to the current recruitment crisis in UK accountancy 

• Gareth John, First Intuition, Mark McNee, Frontline Accounting, Lorraine Twist, Hays Recruitment, Duncan Crooks, Price Bailey

Gareth John and a panel of experts share practical tactics to attract and retain top talent in today’s tight market.

13.45 - 14.30 - What impact will AI and tech have on your firm in the coming years - Should this be keeping you up at night? 

• Nicki Savill, Moore Kinston Smith, Jeri Williams, Smooth Accounting & Digital Accounting Community, Mohammed Sidat, Wolters Kluwer, Nikola McNicol-Kenny, Sage

A forward-looking panel discussion on how emerging technologies will reshape accountancy—and why it matters now.

14.30 – 15.15 – The accountancy M & A landscape – the real deal - Panel discussion with some of the leading consolidators 

Scott Heath, DJH, Nikki Adams, ETL, Shiv Shah, TC Group, Charlie Ross, One Point and Gordon Gilchrist, Succession Team and 2020 Innovation

Industry leaders and consolidators pull back the curtain on mergers, acquisitions, and the true state of consolidation in the sector.

15.45 - 16.30 - Scaling the business from 0-£5m, £5m to £10m and £10m and beyond 

• Natasha Frangos, Haysmac, Mitch Hahn, Nordens, Emma Reid, Cottons, Sarah Gardener, Shaw Gibbs, Sophie Hossack, Allica Bank

Growth-focused panel shares real-world journeys and insights from firms scaling across key financial milestones.

16.30 - 17.15 What does a world class leadership team look like and how to build one? 

• Karen MacMillan, PURE and Leadership team coach

📍 Register today, to secure your place.

Please note this event is strictly for accountants and bookkeepers in practice. So please only book a ticket for the event if you are an accountant or bookkeeper working in practice. We reserve the right to cancel your ticket.