Global Strategic Partnerships Manager |
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.
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.
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.
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.
Director of Corporate Affairs, International |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.”
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.
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.
Director, Accountant Segment, UK |
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.
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.
VP and Country Manager, UK, Intuit QuickBooks
March 9, 10:00 AM – 10:15 AM ET
Join Chris Evans, VP and Country Manager of Intuit QuickBooks UK, as he welcomes you to the event and takes a look at some of the trends that are putting digital technology front and centre for small businesses.
Head of Customer Success, UK, Intuit QuickBooks
QuickBooks Innovation Spotlight
March 9, 10:15 AM – 10:30 AM ET
Discover the latest from QuickBooks, including tools to help track and save for your VAT tax bill year round and effortlessly file directly to HMRC. You’ll also learn how the powerful integration of Mailchimp’s marketing automation with the rich data in QuickBooks can help grow your customer base, while saving you time.
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.
This session is designed to take QuickBooks business users through new features and functionalities to ensure you get the most out of your QuickBooks solution. By the end of this session, you will understand how the new functionality works, where to find it, and how it will positively impact your business.
Preparing your QuickBooks file for Making Tax Digital
March 9, 12:15 PM – 1:00 PM ET
During this session, you'll discover how to set up QuickBooks Online to successfully file your Making Tax Digital VAT return. Learn how to turn on Making Tax Digital and VAT, how to use the VAT Error Checker, and how to submit your return.
Would you like to turn a “no” into a “yes” with your partners, suppliers, or employees? Join this session to learn how to manage negotiation attitudes, processes, and behaviour to get more of what you want.
Whether your goals include finding new customers or engaging existing ones, having the right tools for the job is vital. During this session, you’ll deep dive into the newest company in the Intuit family, Mailchimp. You’ll learn how Mailchimp’s marketing and commerce tools can help grow your business through audience management, engaging content creation, marketing automation, and robust insights.
Wind down your day with a Ted-style discussion with Simon Squibb, an entrepreneur and serial risk taker. He’ll share the story of how he went from homelessness at 15 to creating and investing in multi-million dollar businesses.
Carl has employed hundreds of people and advised thousands of businesses. The common issues with staff retention q43 actually rooted in recruitment and culture, because by the time retention is an issue, the machine is already broken. This session will cover fatal recruitment errors that small businesses make, how to set values and vision across a team, a case study of one of Carl’s businesses, and practical takeaways for attendees to improve their businesses.
Director, Accountant Segment, UK, Intuit QuickBooks
March 10, 10:00 AM – 10:30 AM ET
Hear from Nick Williams, Director, Accountant Segment at Intuit QuickBooks UK, as he talks about the ways accounting professionals can embrace digital to grow their practice and scale their impact.
Choose your attitude: It's not magic, it's mindset
March 10, 10:30 AM – 11:00 AM ET
Debra Searle MVO MBE shares lessons learned from her historic solo row across the Atlantic Ocean. She shares her version of an “entrepreneur’s toolkit,” with tools and tips designed to help you envision and realize your future. As a five-time entrepreneur herself, Debra believes that mindset is the key to powering your next, whether rowing across an ocean or running a business.
Integrations that work for you: App advisory services
March 10, 11:15 AM – 12:00 PM ET
Technology has the ability to help accountants and bookkeepers work smarter and deliver greater experiences to clients. It goes much further than that though — it is also an exciting revenue opportunity for firms to help clients identify and implement new tools that will allow them to run smarter, efficient, and more profitable businesses. Join this session to learn how to implement new technology in your firm and the step-by-step approach to delivering successful app advisory services with real use cases.
During this session you'll learn new techniques for QuickBooks users, including advanced reconciliation and reporting options, a full understanding of the audit log, and what to look for when the balance sheet doesn't align.
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.
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.
Grow your firm: Attract the clients you want at the price you want
March 10, 1:15 PM – 2:00 PM ET
Discover how you can grow your practice by getting, and keeping, the clients you want. This session will explore important factors in client decision making when it comes to picking an accounting firm, as well as advice for accounting professionals when it comes to charging clients.
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.
Blockchain technology is increasing its footprint in our business lives, and the rise of crypto and NFTs has changed the way people and businesses generate wealth. In this session, learn about the history of cryptocurrency, gather insights, and discuss future indicators of blockchain technology.
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