Our industry is changing and the future is bright...but it's different!
This conference will analyse what's happening with tech, people and the skills needed to succeed in a changing environment.
Conference Speakers
The conference will be hosted by Ian fletcher and Gordon Gilchrist
Androulla Soteri
Conference Speaker
Androulla is responsible for driving the development of the Baker Tilly network’s global tax strategy.
She monitors the issues that affect the network’s clients and ensures the network is evolving to manage clients’ needs. From changes in legislation to advances in technology, Androulla works directly with member firms to lead and direct the tax service line through the changing landscape of tax services. Androulla’s key areas of interest include Tax Digitalisation and the Tax Professional of the Future. She is an experienced lecturer and public speaker on a variety of areas that concern the evolution of tax services and how tax departments should react to future proof their business.
Androulla trained as an auditor and upon qualification joined Kaplan Financial as an ICAEW tutor specialising in the tax and business strategy papers. After almost ten years Androulla left academia and re-joined practice as tax development manager at MHA MacIntyre Hudson, Baker Tilly’s UK member firm. She was shortlisted for a Tolley’s Taxation Award and Women in Finance Award in 2017, quickly progressed to Tax Director and then Head of Tax for the Baker Tilly network in 2019.
Lara Morgan
Conference Speaker
Lara Morgan is a British entrepreneur with a track record of delivering exceptional accelerated growth. Her investment strategy is pinned to improving life’s journey and she is currently CEO/MD of a portfolio of seven customer services businesses which she works with on a daily basis.
She is an inspirational leader with a legacy of building world-class teams and aligning organisations behind a clear strategy. She practices the art of selling and creating win-win customer partnerships for her brands 24/7. Her specific expertise is in strategy, customer insight and brand development, multichannel and multisite management and organic or M&A / partnership driven expansion.
Adam Grainger
Conference Speaker
Adam is responsible for the implementation and execution of Baker Tilly International Technology and Information strategic plans, as well as supporting the wider international network’s worldwide strategy and actions.
As CIO, Adam is a business leader who is primarily responsible for network technology systems operation and the creation and implementation of new systems and processes. As a business leader, Adam is also responsible for assisting the firm’s leadership team in leading and directing the Baker Tilly International team.
Adam works with member firms across the network to set-out the network’s technology strategy, as well as assisting individual firms with their own technology strategies, policies and best practices. A key element of Adam’s role is assisting firms in risk and regulations management.
In addition to internal technology support and direction, Adam is responsible for the network’s client facing technology services strategy and best practice sharing. This includes working with all network members in developing their skills and capabilities in client services such as digital transformation. As such, Adam’s role combines that of a CIO and Chief Digital Officer.
Adam’s past experience also includes being the regional director for both the North American and EMEA regions of Baker Tilly International, therefore providing additional worldwide network experience, knowledge and connections.
National Conference Centre
Coventry Road, Bickenhill, Solihull, B92 0EJ
Email: seminars@the2020group.com
Phone: +44 (0) 121 314 2020
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Conference Agenda
Introduction
Jim will introduce the conference, outlining the key topics and what delegates can expect from the day.
Attracting and Retaining a Diverse Workforce
With Generation Z entering the workplace, is it time to change the way we recruit and train our team? In this session we discuss how modern firms are becoming much more diverse with the people they hire and the skills needed in this new decade of tech driven production.
As always, Ian and Gordon’s presentation will be pragmatic, using tried and tested techniques and will show examples of how firms are achieving this.
Unique Selling Points of our Exhibitors
An introduction to some of the latest products and services available for accountants and tax professionals from our carefully selected exhibitors
Break and exhibition time
An opportunity to network with attendees and exhibitors
The People vs Tech
In a world where technology is infiltrating every facet of what we do, how we live and how we work, this session will explore the need for the accounting, audit and tax professions to actively engage with technology, while at the same time ensuring we are not suffering from technology fatigue.
During this session Androulla and Adam will cover:
- The future of the profession in the digital age
- The influence of the digitalisation of tax authorities – a global perspective
- The accounting/tax professional of the future
- Could we be suffering from tech overload?
- How do we focus on what the client actually wants
- What we (the provider) actually need from developers/vendors
Using Outsourcing/Offshoring
The famous Harvard School Professor, Peter Drucker, is credited with the phrase “Outsource your problems so that you can pursue your opportunities”. Never has this been more pertinent to the profession than now….
This session will focus on the benefits of outsourcing (and/or offshoring) and why successful firms do this!
- What services are ideal for outsourcing
- What is the optimal staff/outsourcing ratio
- How have firms address internal team issues
- What is the best way to champion the cause
- Most importantly, how firms introduced the concept to their clients
- Additionally once outsourcing/offshoring is up and running, Gordon and Ian will show how these firms are increasing fees and profitability by generating new income streams!
Lunch
An opportunity to network with attendees and exhibitors
Feeling Valued - Helping your clients
Creating the right environment and recruiting the right people are what can make a truly exceptional business. In this speech Lara talks about how the importance of developing a challenging, rewarding, creative culture can have monumental impact on your business performance.
In allowing staff total autonomy – including making their own decisions, AND mistakes – we can create a business that allows people to concentrate on their strengths. Be bold, be brave, be different, be honest and open, challenge people to step outside their comfort zone. Make work fun, with the right mix of people who will, together, work for you, go that extra mile, and reap the benefits at the end of the working day.
Break
An opportunity to network with attendees and exhibitors
Advisory Opportunities
What are the essential steps you need to make to your branding, marketing and overall image to position your firm in the advisory arena? In this final session Ian and Gordon will outline 5 quick wins that will differentiate your firm and will drive clients and prospects towards advisory services.
They will show you examples of firms who have made the change and how they have benefited.
Conference Concludes
Conference Pricing
Click membership option below
EARLY BIRD DISCOUNT
£FREE
MULTI PARTICIPANT DISCOUNT
£FREE
STANDARD
£FREE
*Platinum Prices based on the number of partners in your practice and subject to allocation availability
EARLY BIRD DISCOUNT
£159 +VAT
MULTI PARTICIPANT DISCOUNT
£149 +VAT
STANDARD
£199 +VAT
EARLY BIRD DISCOUNT
£199 +VAT
MULTI PARTICIPANT DISCOUNT
£186 +VAT
STANDARD
£299 +VAT
EARLY BIRD DISCOUNT
£FREE
MULTI-PARTICIPANT DISCOUNT
£FREE
STANDARD
£FREE
*Platinum Prices based on the number of partners in your practice and subject to allocation availability
EARLY BIRD DISCOUNT
£159 + VAT
MULTI-PARTICIPANT DISCOUNT
£149 +VAT
STANDARD
£199 + VAT
EARLY BIRD DISCOUNT
£199 + VAT
MULTI-PARTICIPANT DISCOUNT
£186 +VAT
STANDARD
£249 + VAT
EARLY BIRD DISCOUNT
£FREE
MULTI-PARTICIPANT DISCOUNT
£FREE
STANDARD
£FREE
*Platinum Prices based on the number of partners in your practice and subject to allocation availability
EARLY BIRD DISCOUNT
£159 + VAT
MULTI-PARTICIPANT DISCOUNT
£149 +VAT
STANDARD
£199 +VAT
EARLY BIRD DISCOUNT
£199 + VAT
MULTI-PARTICIPANT DISCOUNT
£186 +VAT
STANDARD
£249 +VAT
Conference Exhibitors
