Our Client Conference

How are you tackling client experience?

Client experience has never been more important. From the marketing they see before signing up, to the onboarding process after accepting a proposal, to the tools you use alongside them – it’s all connected.

This year’s annual conference is focused around improving the client journey, covering every element that is involved in providing the best experience: Pricing, data entry, onboarding, accounting solutions, marketing and more.

The landscape is changing, and for accounting firms to thrive, it’s never been more important to address the fundamental aspect of your business: Serving your clients.

Please note: This event is invite-only.

Tuesday 30th April 2019

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.

Keynote speakers

Our speaker line-up has been put together to cover every element of your client’s journey.

Ashleigh Gibson (née Lambert)

Xero

Opening Keynote

 

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

Connect with Ashleigh:

Other confirmed speakers

Vipul Sheth

AdvanceTrack® Outsourcing

Paul Shrimpling

Remarkable Practice

Join us in London

The conference is the day before Accountex 2019. Why not stop and see us before you venture to the Excel?

The agenda

8:30am – Breakfast & registration

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

9:45am – The AdvanceTrack® journey and how it fits with your client journey (Vipul Sheth, AdvanceTrack® Outsourcing)

10:30am – Technology is not the next great thing, people are (Ashleigh Gibson [née Lambert], 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 – Paul Shrimpling (Remarkable Practice)

3:00pm – Break

3:15pm – MTD in hand, what next? (Matt Flanagan, BlueHub)

4:00pm – Client Conversation (Vipul Sheth, AdvanceTrack® Outsourcing)

4:30pm – Closing & thanks (Richard Sutton, iwoca)

Interested in sponsoring? Email us for more information.

Request your invitation

This event is invite only. We’d love to have you along, and if you’re interested in attending, then you can apply for a space and we’ll follow up with you.

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