Speakers | QuickBooks Connect UK

BREAKOUTS Speaker

Global Strategic Partnerships Manager | GoCardless

Sally is responsible for the Intuit and GoCardless partnership, sitting within GoCardless’ Global Strategic Partnership team. She is responsible for identifying new partnerships and growing existing ones with key global brands within the payments space, along with developing and executing account plans to deliver profit, growth, and innovation simultaneously.

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BREAKOUTS Speaker

Entrepreneur, investor, and author

Steven Bartlett is the 29-year-old founder of one of the world’s most influential social media companies, Social Chain. He is a speaker, investor, author, content creator, and host of one of Europe’s biggest podcasts, The Diary of a CEO. Steven recently released his debut book Happy Sexy Millionaire and launched two new businesses, Flight Story and Third Web.

Photograph by Matt Kelly

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BREAKOUTS Speaker

Co-founder | nettTracker

During his 30-year career, Ash Beetson has worked in various bookkeeping and accounting roles. He co-created nettTracker, a third-party software application that integrates with QuickBooks Online to simplify fixed asset processes. In 2014, he was invited to join the UK Trainer Writer Network and was recently included in The Insightful Accountant’s 2021 list of top 100 ProAdvisors.

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QuickBooks tips and optimisations

BREAKOUTS Speaker

Owner | Rebecca Benneyworth Training

Rebecca is an ICAEW Chartered Accountant who has an accountancy practice in Gloucestershire dealing with small local businesses. Rebecca has been working with HMRC on the Making Tax Digital programme since it started, providing insight into the needs of smaller businesses and their accountants. She was awarded an MBE for services to the tax profession in 2012.

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Understanding Making Tax Digital for VAT

BREAKOUTS Speaker

Director of Corporate Affairs, International | Intuit

Rob joined Intuit in 2018 as the Director for Corporate Affairs across our international markets. He is responsible for our government and regulatory strategy, and ensuring our customers are heard in the legislative process. Previously, he held the role of Economic Policy Officer for the UK Government and Managing Director for a European political strategy consultancy.

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Making tax delightful with HMRC and QuickBooks

BREAKOUTS Speaker

Head of Digital Solutions | MHA Moore and Smalley

As a chartered accountant and cloud expert, Judith Dugdale looks after an array of clients, from startups to third generation businesses in sectors ranging from hospitality to construction. With over 1,000 clients using QuickBooks Online, MHA Moore and Smalley is an Intuit Elite partner. Judith oversees the setting up of cloud accounting systems for small businesses, as well as providing ongoing compliance services and strategic advice.

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BREAKOUTS Speaker

VP and Country Manager, UK | Intuit QuickBooks

Chris Evans is Vice President and UK Country Manager at Intuit QuickBooks. Chris has been part of Intuit for over ten years and his passion for supporting small businesses stems from first-hand experience of the challenges faced by a family business. Chris is proud to lead Intuit’s UK team, which ranked second in Great Places to Work 2021.

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Opening keynote

BREAKOUTS Speaker

Co-founder and director | App Advisory Plus

Will Farnell is the founder and a director of Farnell Clarke Ltd, an innovative and pioneering accounting firm based in East Anglia and London, UK offering a fresh approach to SME accountancy and business advisory services. He is also the author of The Digital Firm, a blueprint for digital transformation. Will is a regular speaker on how accounting firms can leverage technology, people, and process to achieve practice growth, and provides consulting services to support firms in becoming a digital practice.

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Integrations that work for you: App advisory services

BREAKOUTS Speaker

Customer trainer | Intuit QuickBooks

Katie Greet is a chartered accountant and Certified QuickBooks Trainer, with a specialisation in cloud accounting. She is now working for Intuit Quickbooks as a customer trainer, delivering training to accountants, bookkeepers, and small business owners.

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Preparing your QuickBooks file for Making Tax Digital

BREAKOUTS Speaker

Director | BCAMS Limited

Ros Hodgson is an accounting professional who has run finance teams in both the corporate sector and in practice for over 30 years. Ros loves to simplify the complex , designing the systems and processes that make your business or practice extraordinarily efficient. She is a certified QuickBooks trainer, writer, and public speaker, as well as QuickBooks Desktop and Online Advanced certified.

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Using QuickBooks Accountant tools to navigate Making Tax Digital

BREAKOUTS Speaker

Managing partner | Seventy7 Ventures

Business strategist and all-round disruptor Ketan Makwana has been working on business growth, strategic management, and talent development for over 20 years, focusing on tech, electronics, and healthcare. With a passion for people and processes, he has worked across all business levels within enterprise eco-systems, including economic policy advisory to governments and ministries across the globe.

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BREAKOUTS Speaker

Territory Manager EMEA | Practice Ignition

Peter has worked with SME business clients for over 10 years with a background in invoice finance and accountancy sales, and has over three years in the accounting tech space. Peter joined Practice Ignition in October 2019, and works with firms looking to streamline their processes and implement new systems that will allow them to work more effectively with their clients.

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Running your business with our app partners: Beanworks by Quadient, Pleo, and Practice Ignition

BREAKOUTS Speaker

Head of Organic Marketing | Fishbrain

Rebekah May is an international SEO expert who works with companies to increase their organic presence through SEO. She loves working with small businesses and startups to help them drive more value out of their marketing programmes. Rebekah is also the creator and instructor of an SEO career certification programme offered by UC Davis, and mentors Jr. SEOs.

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SEO fundamentals and best practises

BREAKOUTS Speaker

Programme Director of Making Tax Digital | HM Revenue and Customs

Giles McCallum has been the Programme Director of Making Tax Digital since May 2021. He is a senior digital transformation leader with over 25 years of leadership experience in strategy, design, and delivery, working with the c-suite of global businesses across multiple industries.

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BREAKOUTS Speaker

Director of Product Marketing | Intuit

Jamal Miller is a Director of Product Marketing at Intuit, where he helps entrepreneurs and small businesses unlock growth with Mailchimp’s marketing and commerce tools. Jamal has 15+ years of experience in product marketing, digital marketing, and lifecycle marketing roles, including previous stints at Amazon and the Graduate Management Admissions Council (GMAC).

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BREAKOUTS Speaker

Head of Accounts | Boffix

Aaron is a chartered accountant and Head of Accounts at Boffix, an accounting practice that uses cloud technology to make sure their clients have the information they need at their fingertips. He is also a UK Intuit QuickBooks Certified Trainer and has a dedicated YouTube channel called “Aaron Patrick the QuickBooks Chap,” allowing him to deliver training and support one video at a time.

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BREAKOUTS Speaker

Account Executive | Beanworks by Quadient

Tina has been with Beanworks for almost three years. During that time she has developed a passion for plants, as well as helping accounting teams better understand their AP workflow with the goal of minimising the time clients spend on each step.

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BREAKOUTS Speaker

Author | Boss It

Carl Reader is a serial entrepreneur, chairman of business advisory firm d&t, and author of Boss It, The Startup Coach, and The Franchising Handbook. He is often featured in the national press and on stage, and regularly provides content through his social media channels. Through his work, Carl has helped thousands of business owners either start or grow their business.

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Retaining great talent

BREAKOUTS Speaker

Founder and chairman | LawBite

Clive Rich is a law-tech entrepreneur, professional negotiator, and digital media executive. As a negotiator, he has crafted agreements for and with a broad spectrum of multinationals, major organisations, and brands around the world. He is the author of The Yes Book: the Art of Better Negotiation and designed and launched a negotiation App called “Close My Deal,” enabling people to understand the basis of successful negotiation.

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BREAKOUTS Speaker

Former professional footballer, pundit, and presenter

Alex Scott MBE signed with Arsenal at age eight, made 140 appearances for the England national team, and represented Great Britain in the Olympics. Alex made history as the first female to commentate for the BBC for a Men’s World Cup and the first female pundit for Sky Sports’ Super Sunday. Alex is heavily involved in charitable projects and also opened The Alex Scott Academy in 2012, the first of its kind for women in the UK.

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Life lessons from a real-life Dragon

BREAKOUTS Speaker

Solo Atlantic rower, businesswoman, and author

Debra Searle MVO MBE has won multiple Gold World Championship medals for Great Britain, presented over 40 programmes for BBC, is the youngest trustee of The Duke of Edinburgh’s Award, published three books, and successfully rowed solo across the Atlantic. Her Majesty The Queen has recognised her on two occasions and she successfully launched five companies.

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Choose your attitude: It's not magic, it's mindset

BREAKOUTS Speaker

Managing director | Morgan Reach

Dr. Kamran Shaikh is the founder and managing partner of Morgan Reach and has overall responsibility for the firm’s strategy and delivery of services to clients. Kamran qualified as a Chartered Certified Accountant in 2003 and holds a PhD in Business Studies. As a senior member of the team, Kamran works closely with corporate clients in an advisory capacity and ensures that key strategic and tax planning is at the core of the services provided.

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BREAKOUTS Speaker

Partner Lead UKI | Pleo

With over seven years of experience working in a variety of business development and partnerships roles, Liz was one of the first employees in Pleo's UKI partnerships channel. Her focus is helping establish, grow, and now lead their accounting community. Liz is an experienced partnerships professional with a track record of helping accountants manage their clients’ spending solutions.

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BREAKOUTS Speaker

Managing director | Remarkable Practice

Paul’s passion for the accountancy profession comes from his experience of starting, from scratch, a global manufacturing business. The annual check in with his accountant failed to help him deal with the emotional roller coaster of expanding, and eventually selling, his business. This educational moment underpins Paul’s determination to challenge accountants to better connect themselves and their business clients to the numbers that really matter. Yes, it’s about the numbers, but it’s also about the people and how they feel about the numbers.

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BREAKOUTS Speaker

Chief Purpose Officer | The Purposeful Project

Simon is an entrepreneur, angel investor, mentor, podcast host, and founder and Chief Purpose Officer at The Purposeful Project. He has started 19 companies, invested in 73 startups, and mentored hundreds of founders. Having sold his award-winning branding and digital agency, Fluid, to PwC, Simon now focuses on inspiring, motivating, and guiding entrepreneurs.

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How to use risk to your advantage in business

BREAKOUTS Speaker

Director | Funancial Training and Consultancy, Ltd.

With over 30 years of experience in the accounting profession and 10 years as a teacher of vocational subjects, Jackie Stewart is a Chartered Certified Accountant, qualified teacher, and certified trainer for QuickBooks. In addition to being director of Funancial Training and Consultancy Ltd., Jackie has facilitated various courses and workshops on financial management, I.T., and personal money management.

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BREAKOUTS Speaker

Senior Product Marketing Manager | Wise

Molly leads product marketing for Wise Business Products. Previously, she worked at QuickBooks for six years.

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BREAKOUTS Speaker

Product Manager, Tax and Accounting | Intuit

Jonathan Valentine is a Product Manager at Intuit with an impressive eight-year track record in the industry. He is skilled at delivering customer experiences across Tax and Accounting in the UK for self-employed individuals, small businesses, and accountants.

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BREAKOUTS Speaker

Head of Customer Success, UK | Intuit QuickBooks

Ami Verma is the Head of Customer Success UK at Intuit QuickBooks. Her award-winning team works with hundreds of small businesses and accounting professionals every day, helping them get the most out of QuickBooks and digital technology. Nominated for Customer Experience Magazine's CXMStars™ 2022, Ami models Intuit’s mantra of “customer obsession.”

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BREAKOUTS Speaker

Accountant Relationships Manager | iwoca

Mat works on the iwoca Accountants team, helping small businesses manage their cashflow and get paid faster. He grew up in a farming family, and went on to read Civil Engineering at University before training as an Officer at RMA Sandhurst. After leaving the Army, he spent five years running a bar in France before returning to the UK to a career in finance, working with accountants for the last ten years.

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BREAKOUTS Speaker

Business coach | The 6 Figure Bookkeeper

Zoe Whitman, FCCA is a business coach, accountant, and co-founder of The 6 Figure Bookkeeper’s Club. She is also the author of Know Your Numbers, the guide for small businesses who want to take control of their finances. Zoe is a columnist for AccountingWEB and was named one of the global Top 50 Women in Accounting in 2020. She is passionate about helping accountants and bookkeepers raise their profiles, charge their worth, and build businesses that give them the flexibility they need.

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BREAKOUTS Speaker

Director, Accountant Segment, UK | Intuit QuickBooks

Nick is Director, Accountant Segment, UK at Intuit QuickBooks and is dedicated to creating partnerships with accounting professionals across the UK. His team comes to work every day to help accounting professionals embrace digital technology to grow their practice, scale their impact for clients, and fuel their clients' success in new and innovative ways.

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Accountant keynote

BREAKOUTS Speaker

Owner | Jo Wood Virtual FD Ltd.

Jo Wood, FICB, PM is a business coach and bookkeeper. She is the owner of Jo Wood Virtual FD Ltd. and has experience building and running a number of bookkeeping practices. Jo's skills enabled her to build a six figure practice from scratch.

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How to sell profitable advisory services

Speakers

Steven Bartlett Entrepreneur, investor, and author
Alex Scott MBE Former professional footballer, pundit, and presenter

Life lessons from a real-life Dragon

March 9, 10:30 AM – 11:00 AM ET

Event host Alex Scott MBE moderates an insightful fireside chat with entrepreneurial prodigy Steven Bartlett. This can’t-miss conversation redefines insecurity, uncertainty, and even imposter syndrome as positive influences on the journey to success and happiness. Steven shares why what he calls the power of “struggling forward” can serve as an unexpected catalyst for change, no matter what the destination may be.

Speakers

Kamran Shaikh Managing director, Morgan Reach
Rob Burlison Director of Corporate Affairs, International, Intuit
Giles McCallum Programme Director of Making Tax Digital, HM Revenue and Customs
Judith Dugdale Head of Digital Solutions, MHA Moore and Smalley

Making tax delightful with HMRC and QuickBooks

March 10, 11:15 AM – 12:00 PM ET

Join a panel of experts as they discuss Making Tax Digital for accountants and HMRC’s plans for the future. This panel will be followed by an audience Q&A.

Speakers

Zoe Whitman Business coach, The 6 Figure Bookkeeper
Jo Wood Owner, Jo Wood Virtual FD Ltd.

How to sell profitable advisory services

March 10, 12:15 PM – 1:00 PM ET

During this session, you'll learn how timely, accurate bookkeeping is the key to a profitable advisory service. You’ll explore which of your clients want advisory services, how to add advisory services for even your smallest clients, ways your onboarding process can speed up the ability to offer advisory, why offering advisory in the discovery call is a game-changer, and what bookkeepers are charging for advisory right now.

Speakers

Sally Anderson Global Strategic Partnerships Manager, GoCardless
Molly Swan Senior Product Marketing Manager, Wise
Mat White Accountant Relationships Manager, iwoca

Let’s talk money with our app partners: GoCardless, iwoca, and Wise

March 10, 12:15 PM – 1:00 PM ET

They say money makes the world go round, and for small businesses, money can easily make or break a company. Join a special demo session where our app partners, GoCardless, iwoca, and Wise take you through their products and demonstrate how you can get paid, make payments, and access money more easily. A live Q&A chat will be available to ask questions as you watch.

Speakers

Liz Sheldon Partner Lead UKI, Pleo
Peter Marlow Territory Manager EMEA, Practice Ignition
Tina Phan Account Executive, Beanworks by Quadient

Running your business with our app partners: Beanworks by Quadient, Pleo, and Practice Ignition

March 10, 1:15 PM – 2:00 PM ET

To run a business smoothly, you have to wear many different hats. Join a special demo session with our app partners Beanworks by Quadient, Pleo, and Practice Ignition as they walk you though what they do and how they can make your workload easier and more efficient. That means less hats and more time for you! A live Q&A chat will be available to ask questions as you watch.

A powerful speaker lineup

Keynote speakers

Session speakers