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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Starting your own practice

Date: 28 October 2016 09:00 - 17:00

Type: Career and Personal Development

Organiser: ICAEW

Others have taken the bold step and succeeded – you can too.

Are you considering a change in direction, do you think it is time to go it alone? Starting your own practice may be an appealing option, but it can be complicated and daunting. We can help you make the right decision, guided by our expert speakers we can make sure you will have the knowledge required to get it right

This full day seminar will provide you with expert guidance, a realistic view and insider knowledge from people who have set-up their own practices. It will help you to understand how to market your accounting services efficiently and effectively and build a practice that works for you.

Our line-up of speakers will provide an exceptional opportunity to garner information as well as learning from their experience. Sessions will include:

  • CABA services and support
  • Sage support – how to work with clients and maximise your online presence
  • How to register your practice with ICAEW
  • How Practice Assurance reviews can help
  • Running your practice successfully
  • HMRC and you
  • District Societies here for you
  • Learn from experiences of ACAs – challenges hints and tips

Programme:

09:30               Registration and refreshments

10:00               Welcome address Keith Proudfoot, Regional Director, ICAEW Northern

10:05               CABA: Support & services                                                                                             

10:20               It’s not just a website – how to maximise your online presence Harry Yousaf | Imran Omarji, Sage

11:10               Refreshment break

11:30               How to register your practice with ICAEW & how Practice Assurance reviews can help your practice 

                        Alan Hind, ICAEW

12:30               Networking Lunch

13:20               Running your practice successfully – Practical tips on making it a success Graham Lamont, Lamont Pridmore

14:30               HMRC and you Carl Bayley, Bayley Miller Ltd

15:40               Refreshments

16:00               District Society here for you Keith Proudfoot | Emma Hartshorne-Ferguson

16:10               We have done it – you can do it too Colin & Julie Hutson

Learn from the experiences of ACAs who have recently set up on their own – challenges, hints and tips

Any questions All available speakers

17:00               Close

For our event we will be in the Allendale Block 1.

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Venue

Sage Plc

Address:
North Park
Newcastle upon Tyne
NE13 9AA

Tel No: 0191

Speakers

Alan Hind, ICAEW

Organisation: ICAEW

Position: Senior Manager, Quality Assurance

Alan is a Chartered Accountant and member of the PFS who has spent over 20 years working in regulation with ICAEW. He has experience of visiting both large and small practices throughout the UK, providing support and guidance in both regulated and unregulated areas, with particular expertise in the financial services sector.

For the last five years Alan has been a Senior Manager within the Quality Assurance Department (QAD) of Professional Standards, responsible for one of the teams who carry out monitoring visits to practising firms. He is also a pension fund trustee and member of the CII audit committee.

Previously Alan has worked in both the oil industry and the investment fund management sector.

Carl Bayley

Carl began training as a Chartered Accountant in 1983 with one of the ‘Big 4’ accountancy firms. He qualified in 1986, becoming a double prize-winner in the process, and began specialising in tax.

Carl is a popular speaker on taxation matters and frequently presents to groups of business owners, landlords, and professionals such as accountants, lawyers and surveyors. His highly acclaimed annual ‘Budget Breakfast’ for the Institute of Chartered Accountants has been running since 2002 and has outlasted two former Chancellors of the Exchequer.

Carl is a member of the governing Council of the Institute of Chartered Accountants in England and Wales, Deputy Chairman of the Tax Faculty and a former President of ICAEW Scotland.

 

Colin Hutson

Previous attendee at this course and has been running his own practice since 2013.

Emma Hartshorne-Ferguson

Emma first joined the Practice as a student in 2001, completing a year’s work experience as part of her university degree.  Upon completing her studies, Emma returned to the Practice as a trainee Chartered Accountant qualifying in 2006 and gaining promotions to Associate in 2008 and Partner in 2010.

Emma specialises in the audit of Owner Managed Businesses, Charities, Solicitors Regulation and FCA clients.  She also works closely with a number of Resident Management Companies.

Emma is also a Committee Member of the Northern Society of Chartered Accountants and helps students training to become Chartered Accountants

Graham Lamont

Graham is a Chartered Accountant with a number of additional business-related qualifications. Over the past 25 years, he has developed Lamont Pridmore from small beginnings into an organisation nationally recognised for the quality and range of its services.He has been involved since the outset with the huge task of financing and building the very successful Theatre by the Lake in Keswick, and remains the Joint Chair of the management committee.

Graham has also been the founding President of the Cumbria Chamber of Commerce, Chairman of the Employment and Skills Board, Regional Council Member of the Learning & Skills Council and a Judge for the National Business Awards.Born and raised in Cumbria

 

Imran Omarji

Imran has had a long career with Sage working entirely in the accountants segment for over 15 years helping accountants and bookkeepers grow their practice. Having started as a support technician on Sage’s compliance software, he has spent the last 10 years working more closely with practices by providing onsite consultancy, most recently around pensions and Auto Enrolment. Outside of Sage, he enjoys spending most of his downtime with his young family along with getting involved with a variety of active sports including football, squash & badminton

Keith Proudfoot

Keith Proudfoot

Organisation: ICAEW

Position: Regional Director, Northern and Scotland

Keith Proudfoot was the first Regional Director for the then 3000 members of the ICAEW in the northern region from 2001 to 2017 and from 2002 also for the 1400+ members in Scotland.

Now holding a number of unpaid non-exec roles with charities and NFPs, Keith has an extensive business support network.  He has continued to be involved with ICAEW members in the Northern region in a voluntary capacity.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.