Our Client Conference

Re-inventing the Customer Experience

The accounting landscape is continuing to evolve. Technology has shifted how we serve our clients, and providing annual accounts and tax returns is no longer enough.

Your clients want to go on a journey, one that delivers growth, scalability, support and value.

Understanding these needs and being able to deliver a high level service to meet them is paramount for accountants who want to survive and thrive in their profession.

This year, the AT conference is focused on ‘Re-inventing the Customer Experience’. 

We will cover every element that is involved in transforming the experience for your clients: Pricing, data entry, onboarding, software, marketing and more.

Please note: This event is invite-only.

Tuesday 12th May 2020

#ATCustomerExperience

What you can expect

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Industry insight and support

The whole event will be focused around how you can take action in your firm and begin implementing change in light of recent industry trends.
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Connections to drive change

Notable speakers from the industry will be available to make connections with and learn from, so that you can begin transforming your firm.

Supported by:

Last Year's Keynote

We’re confirming speakers for 2020: here are the speakers from 2019!

Ashleigh Gibson

Xero

2019 Keynote Speaker

 

Ashleigh is a marketing manager at Xero, and has been educating accountancy firms globally about the benefits of technology in delivering a better service, increased efficiencies and ultimately, great advice.

Ashleigh’s 2019 keynote, titled Technology is not the next great thing, people are was focused around how using beautiful software is not the only thing that will help your business run well. She covered how the great power of technology is in what it allows you to do: build great relationships with your clients and team. 

Connect with Ashleigh

2020 speakers

Vipul Sheth

AdvanceTrack® Outsourcing

Paul Shrimpling

Remarkable Practice

Join us in London

The conference is the day before Accountex 2020. Plan to come a day early to get the most out of your time away from the office.

Last year's agenda

8:30am – Breakfast & registration

9:30am – Opening & welcome (Richard Sutton, iwoca)

9:40am – The AdvanceTrack® journey and how it fits with your client journey (Vipul Sheth, AdvanceTrack® Outsourcing)

10:10am – How implementing ISO standards can support resilience within your business (Stephen Porter, BSI Group)

10:30am – Technology is not the next great thing, people are (Ashleigh Gibson, Xero)

11:00am – Break

11:15am – Onboarding: Take marketing beyond the proposal (Karen Reyburn, PF)

11:45am – How we price and sell our services (Paul Barnes, MAP)

12:30pm – Lunch

1:30pm – Speaking your clients’ language with accounting apps (Colin Hewitt, Float)

2:15pm – How outsourcing liberates the full potential of your firm (Paul Shrimpling, Remarkable Practice)

3:15pm – Break

3:30pm – MTD in hand, what next? (Matt Flanagan, BlueHub)

4:15pm – Client Conversation (Vipul Sheth, AdvanceTrack® Outsourcing)

4:45pm – Closing & thanks (Richard Sutton, iwoca)

5:00pm – Drinks (sponsored by Xero)

If you’re interested in being a 2020 sponsor, email us to get a sponsor pack.

Get ready for Client Conference 2020

We’re currently in the planning stages for 2020. 

Sign up to the waiting list using the form below to make sure you get more information on speakers and agenda as soon as they’re available!

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