Webinars
Join us live, or view the latest recordings
We host regular webinars every month, often with guests from leading
businesses designed to help and support accountants.
All our webinars are recorded and held on Vimeo. You can choose one of interest to you below:
Next webinar:
Automation and growth – the key to building a successful firm
Following on from our AdvanceTrack Conference in-person event on the 10th May, we’ll be running a webinar series with the sponsors and speakers from the event so you can gain insight into how to grow and automate your firm to be successful.
Webinar series line-up:
27 Sep at 11am – Fathom (Augment your compliance with the services your clients need)
18 Oct at 11am – Clarity (Delivering business advisory services effortlessly)
1 Nov at 11am – Connect4 (The proactive client communication model)
29 Nov at 12pm – Round-up and closing
Speakers
- Vipul ShethAdvanceTrack® OutsourcingVipul ShethAdvanceTrack® Outsourcing
Vipul Sheth is the founder and owner of AdvanceTrack. As a Chartered Accountant, he has set out to change lives from the very beginning.
“When I was growing up, my parents had the best accountant, someone who brought them critical analysis, business experience and truth. He was there to navigate all the difficult paths for them. This is what an accountant is supposed to do and our job at AdvanceTrack is to make sure that you have the time to do more of that.
We want everyone to be able to be an accountant that doesn’t just do a set of accounts, but is someone who changes lives.” - Andrew JordonConnect4Andrew JordonConnect4Andrew is the CEO at Connect4. He trained as an accountant in London in Corporate Tax and M&A before working in house as a consultant Finance Controller in the sunny climes of Brisbane. Andrew then switched to software as a member of Fathom’s leadership team, the management reporting tool before going on to found Connect4 in early 2020
- Darren GlanvilleFathomDarren GlanvilleFathom
Darren is no stranger to the accounting profession and has more than twenty years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage, CCH, and Xero, Darren now heads up the EMEA region for Fathom and is passionate about accounting firms leveraging technology to drive better business outcomes. Darren is a keen rugby fan (Newcastle Falcons), a self confessed coffee-holic and tech geek, you can find Darren walking his dogs on the beach near his home in Northumberland in the early morning and most weekends.
- Louise WilsonMoneyPennyLouise WilsonMoneyPenny
Having been a previous client of Moneypenny, Louise was so impressed with the service quality and inimitable culture that she decided to make the career move and join our Business Development team in 2017.
Louise now heads our finance sector, and it’s thanks to her determination that Moneypenny has a team of dedicated receptionists answering calls and chats for hundreds of accountancy professionals. Her unrivalled experience means she has a profound understanding of the challenges our clients face in outsourcing and growing their firms.
- Aynsley DameryClarityAynsley DameryClarity
Aynsley is a chartered accountant, and former founding partner of Tayabali Tomlin, Accounting for Entrepreneurs – a multi award-winning accounting firm that specialised in business advisory. He sold that firm to Crowe in 2018.
He is the founder and CEO of Clarity – a business advisory platform for accountants, that enables more fee earners to offer more advisory services to more clients, more often.
He has advised thousands of businesses around the world and sits as an advisory board member on a number of companies and charities. Aynsley is considered one of the most influential accountants in the UK on social media and is a regular international keynote speaker.
- Alex KeselmanApprovalMaxAlex KeselmanApprovalMaxAlex has over 7 years’ experience in technology-driven solutions with a proven track record of public speaking experience. Having been part of the ApprovalMax team since 2019, Alex has great product knowledge and insight into what clients need.
- Amy CottonCapitaliseAmy CottonCapitalise
Amy’s and her team help accountants get closer to their clients through offering Capital Advisory services. She makes sure they have the systems, strategy and tools their firms need to best support their small business clients. Her experience working in fintech with lenders, accountants and small businesses has shown her the value of bringing all three together, for a clearer, fairer funding process.
- Paul ShrimplingRemarkable PracticePaul ShrimplingRemarkable Practice
Paul’s passion for the accountancy profession was forged in his experience of growing, from scratch, a family manufacturing business.
The annual check-in with his accountant failed to deal with the emotional roller coaster of building the business, surviving two deep recessions and eventually selling the business.
This business education and the 21 years working exclusively with the leaders of accountancy firms underpins Paul’s determination to challenge accountants to better Humanise the Numbers.
Yes, accountancy will always be about the numbers, but accountancy must also be about the people and how they feel about the numbers.
Sign up for the webinar series
After registering, you will receive a confirmation email containing information about joining the webinar. You only need to register once to be able to attend any/all of the webinars.
Next Webinar: 23rd February 14:00 GMT
View previous recordings
Watch our webinar with Receipt Bank
We hosted a webinar with Receipt Bank on The Next Generation of Accounting.
With Making Tax Digital (MTD) on the horizon, practices must digitise to accommodate the upcoming shift in legislation. Choosing the right technology is essential, not only for the sake of compliance. Strategic digitisation is also crucial to your margins come MTD.
Click the link below to hear how you can efficiently deliver the role of Chief Financial Officer whilst adding value and raising profits with cloud-based software.
Come find us at these events!
We’re often exhibit at various accounting events across the globe. Come find us
and chat about how outsourcing could transform your firm.