Practice Excellence Live

Transforming the accounting profession

16th - 20th October 2017

Practice Excellence Live is a series of interactive online seminars designed to help you tackle the business challenges you're facing right now.


Relevant to both sole practitioners and multi-partner accounting businesses, our lineup of professional experts will give you the tools to transform your practice.

This year's content programme will take place over five days and focus on four of the biggest issues facing practitioners today: Technology; Digital Marketing; Tax; and Making Tax Digital.

Practice Excellence Live Agenda

Monday 16 October - Making Tax Digital

Supported by Digita Thomson Reuters

10:00 - 11:00

MTD - What you WILL need to do for April 2018


MTD may have been softened, but it's still going to happen and there are some obligations you will need to fulfil between now and April 2018, and then April 2019. In this session, our expert panel will outline the clients who will be affected and what you can do to make sure the transition is as smooth as possible.

14:00 - 15:00

MTD & Data security: What you need to know about GDPR

MTD will change the way your firm interacts with your clients. More of them will be working with digital tax accounts, and you'll be storing more data. At the same time, new data legislation (GDPR) comes into effect in May 2018. In this session, genuine sector experts will outline exactly what you need to do to be compliant, and how you mitigate the risk of GDPR penalties.

Tuesday 17 October - Tax & Legislation

Supported by FreeAgent

10:00 - 11:00

The biggest tax issues facing small business

Join tax experts Rebecca Cave and Emily Coltman as they delve into the most pressing tax issues lying in wait for small businesses in 2017-18. We’ve researched what small business clients think are the top two issues and we’ve done the same with the accounting profession. This session will explore each of those issues in detail, so you’ll know why they’re important, what the right ‘answer’ is, and what to do about it. 

14:00 - 15:00

VAT's life

In this gameshow-style session, VAT expert Neil Warren will present the facts from critical VAT cases and ask the audience to vote via an online polling app as to whether the taxpayer won or lost. Neil, along with tax specialists Rebecca Cave and Emily Coltman, will then reveal the answer and offer expert analysis and tips for accountants.

Wednesday 18 October - The Digital Track

Supported by Xero

10:00 - 11:00

The digital accountant: What sets the leaders apart

Discover the secrets of effective practice growth in this session combining findings from Xero’s Partner Benchmarking Report and AccountingWEB’s Practice Excellence research. As well as setting out evidence pinpointing what growing firms do to stay ahead of the pack, including with cloud systems, on-boarding and digital marketing.

14:00 - 15:00

Future of practice: What 2018 will bring for accountants

Many accountancy firms are already living in the future. Drawing on examples from within the Practice Excellence community, this session will explore how practices are overhauling their workflows to improve client service and advisory niches. And in some cases firms are applying machine learning to increase bookkeeping speed and accuracy. Looking beyond these core internal processes, the panel will explore the growing online ecosystem that is bringing industry-specific tools, practical analytics and online funding within reach of innovative practitioners. 

Friday 20 October - Practice Marketing

Supported by QuickBooks

14:00 - 15:00

The five pillars of effective marketing

Experts from PracticeWEB, will share their knowledge of marketing best practice to help you create strategies to boost your firm’s growth. Learn practical tips to increase your brand awareness, improve client loyalty and reach your ideal prospects. This session will offer best practice advice ranging from search engine marketing to how to measure the results you achieve.

Monday 23 October - Leadership

Supported by Sage

10:00 - 11:00

The habits of Practice Excellence

Practice Excellence winners and nominees will tell us about how they have introduced changes that have helped their firms progress. The examples will illustrate some of the key trends to emerge from this year’s entries including using client feedback to drive continuous improvement, building an innovative culture and using digital tools to communicate more effectively with clients.

14:00 - 15:00

How to make changes that stick

Knowing where you want to go is a vital first step to implementing change, but sometimes the hardest part is executing your plan. This session is all about pulling your ideas together into a package that makes a lasting difference. Practice Excellence Award-winner Aynsley Damery and Sage Accountants managing director Sean Evers will help one of this year’s entrants put together their own practice development plan in a living case study of change management.

The Speakers

In partnership with

Supported by

Supporting 
The Digital Track

Supporting

The Digital Track