International Accounting Forum & Awards 2023

The 12th annual event will bring together accounting firms along with regulators and industry bodies, consultancies and advisors, law firms, and technology providers to discuss the key themes impacting the sector and the opportunities for growth

29

June

  • Leonardo Royal Hotel London City
  • Invitation only
  • Why attend?
  • Agenda
  • Speakers
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  • Event Gallery
  • Sponsors
  • Media Centre
  • Awards
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2023 Sponsors Include

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Company Information

Allinial Global is a member-based association dedicated to the success of independent accounting and consulting firms. Since 1969, this strategic affiliation of legally independent accounting firms has fostered the independence, profitability, and continuous improvement of its members. Allinial Global is two hundred and thirty six members strong and growing, with over 600 locations worldwide generating approximately $4.1 billion in collective revenues. With dedicated regional directors who have extensive connections throughout the Americas (USA, Canada and Latin America), EMEI (Europe, the Middle East, India), Africa and the Asia Pacific regions, members of Allinial Global are committed to providing the most agile, flexible, and client-centric solutions anywhere, anytime.

Company Website

To learn more, please visit our website - http://www.allinialglobal.com/

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Dayshape is AI-powered resource management and project planning software, built specifically for professional services firms. Dayshape helps firms deliver on their top priorities: profitability and growth, outstanding client service, and creating fulfilling careers for their people. Through intelligent automation, Dayshape optimises your workforce like no other product can, making it easy to ensure your workforce is deployed optimally at all times, no matter how large or complex the scheduling needs.

With over 50,000 users across 20 countries and four continents, including numerous global top 10 accounting firms, Dayshape is leading the way in resource management software innovation.

Get in touch with our team to explore what AI-powered scheduling can do for your firm.

Company Website

To learn more, please visit our website - http://dayshape.com/

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Company Information

Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organization”) serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 312,000 people make an impact that matters at www.deloitte.com.

Company Website

To learn more, please visit our website - www.deloitte.com

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Elena Meskhi & Co. has been operating for nearly 15 years! We have a high-calibre team of accountants and tax advisors with over 150 years of experience! We are growing rapidly and agave recently acquired another practice to accommodate the high demand for our exceptional services.

Elena Meskhi & Co. is more than just an accountancy and tax advisory practice. It’s a business accelerator in its own way. With technology at the core of our services, we aim to provide our clients with the financial freedom they deserve! Our clients have grown with us over the years. Utilising our accurate budgeting & forecasting, they were able to make more informed decisions. Our clients are also happier as they are tax-efficient & always compliant with HMRC guidelines.

No matter how complex a client case is, we never turn them down. We handled complicated tax investigation cases for clients and have a 95% success rate in this area. In many cases, the tax authority would owe our clients money after the investigation.

Are you ready to take your business to new heights? Reach out to Elena Meskhi & Co. and find the optimal services for your business needs.

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Company Information

M-Files is an innovative metadata-driven document management platform that gives wealth management firms a leading edge by enforcing compliance while improving the efficiency and scalability of high-trust client relationships.

Company Website

To learn more, please visit our website - http://www.m-files.com/en

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Company Information

Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

To learn more, please visit our website - https://www.moxo.com/

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    Why attend?

    We are thrilled to bring the 12th annual edition of the annual International Accounting Forum & Awards (formerly Digital Accountancy Forum & Awards) to London for one full day on insight and recognition of success and innovative developments in modern accounting.

    The prestigious event will bring together accounting firms along with regulators and industry bodies, consultancies and advisors, law firms, and technology providers to discuss the key themes impacting the sector and the opportunities for growth that they represent.

    Attendees can expect an engaging daytime conference led by an impressive speaking faculty, offering the latest case studies and strategies for companies to stay ahead of the competition and achieve profitability. The evening awards will conclude the day by celebrating excellence in accounting and will draw attention to the achievements of the past twelve months from both accounting firms, associations, networks and technology providers.

     

    WHAT TO EXPECT FOR 2023?

    The 12th International Accounting Forum & Awards 2023 (formerly Digital Accountancy Forum & Awards) is the meeting place for learning, collaboration, and strategies for growth and acceleration in the accounting sector.

    200+

    Attendees to meet each year

    		15+

    Exhibitors to meet each year

    		20+

    Speakers

    		80%

    Attendees at Director+ level
    200+

    Attendees to meet each year

    		15+

    Exhibitors to meet each year
    20+

    Speakers

    		80%

    Attendees at Director+ level

    Testimonials

    International Accounting Forum & Awards 2023

    Agenda

    • 29 Jun 2023
    Expand All

    8 AM

    Registration

    8:50 AM

    Welcome

    Speakers

    Zoya Malik
    Editor-in-Chief, International Accounting Bulletin

    SESSION ONE: Overcoming challenges and striving for growth

    Chair:  Rob Brown, Host, Accounting Influencers Podcast

    Speakers

    ROB BROWN
    Host, Accounting Influencers Podcast

    8:55 AM

    Chair’s opening remarks

    Chair:  Rob Brown, Host, Accounting Influencers Podcast

    Speakers

    ROB BROWN
    Host, Accounting Influencers Podcast

    9 AM

    Looking forward: how talent and technology impact the global forecast for the accountancy landscape

    • Driving market growth amid global disruptors
    • Managing record-high inflation and recessionary fears and their impact on the business bottom line
    • Accelerating investment in digital and talent in line with delivering consumer experience to boost quality and profitability
    • Preparing for industry predictions for 2023

    Speakers

    Puja Shah
    Senior Manager, Audit and Assurance, Deloitte

    9:20 AM

    Revolutionise your resourcing: The changing talent and tech landscape in accounting

    • The current challenges in recruiting and retaining accounting and audit staff
    • How traditional staffing and recruiting is changing for firms
    • Why outsourcing industry talent is trending up
    • How the emergence of technology is disrupting the job market and the entire industry

    Speakers

    Mark Edmondson
    CEO, Inflo

    9:40 AM

    How to ensure the firm business model is future ready

    • Pushing the industry to rethink the firm business model and assess the implications on the future landscape of accountancy
    • How changing client needs are forcing the need for a new way to do business
    • Creating an ideal environment for talent retention, rewards and incentives
    • Identifying the opportunities to develop and nurture talent
    • Looking to private equity consolidation as a response to the profession’s talent shortages

    Speakers

    Mark Koziel
    President & CEO, Allinial Global

    10 AM

    Coordinating client business in the digital world

    • Control the chaos of managing client business to drive operational efficiency and deliver an exceptional experience - with your own secure, private channel
    • Learn how to accelerate client business and streamline client interaction workflows with clients, partners, and vendors
    • Extend your mobile or web app through digital interaction workspaces to reduce costs and increase client retention - with white-glove privacy, bank-grade security and compliance.
    • Manage staff to KPIs, roles and permissions, and seamlessly transfer client accounts - with a complete audit trail

    Speakers

    Shimona Pinto
    Senior Corporate Solutions, Moxo

    10:20 AM

    Panel Discussion – Sharing strategies to overcome challenges and strive for growth

    Chair: Rob Brown, Host, Accounting Influencers Podcast

    Speakers

    Rob Brown
    Host
    Puja Shah
    Senior Manager, Audit and Assurance, Deloitte
    Mark Edmondson
    CEO, Inflo
    Mark Koziel
    President & CEO, Allinial Global
    Shimona Pinto
    UK Country Manager , MOXO

    10:40 AM

    Morning refreshments and networking

    SESSION TWO: Levelling up digital transformation

    Chair: Will Farnell, Founder and Director, Farnell Clarke

    Speakers

    WILL FARNELL
    Founder & Director, Farnell Clarke Ltd

    11:10 AM

    Putting diversity and inclusion at the forefront of the accountancy practice policy framework

    • What progress has been made in the industry as a whole and why is it still an ongoing challenge?
    • Unlocking the potential of a diverse accountancy profession: practical ways to achieve this goal
    • How can accountancy firms take the lead in promoting a fully diverse and inclusive hiring and representative workplace? Gender, backgrounds, skillsets including using neurodiverse metrics
    • Forward-thinking case studies

    Speakers

    Samantha Louis
    CEO, Praxity Global Alliance

    11:30 AM

    Building relationships with business owners in the drive to increase profit and reclaim freedom

    • Elena’s proven six-step strategic method for growing the value of a business, retaining more net profits and improving net cashflow
    • The absolute need for financial literacy in the modern practice
    • Educating the client and ensuring informed decisions
    • Being financially aware and turning your business around

    Speakers

    Elena Meskhi
    Owner and CEO, Elena Meskhi & Co.

    11:50 AM

    Taking resource management to the next level with AI and automation

    Exploring the latest developments in AI-powered resource management software, discover:

    • How AI is reshaping the competitive landscape for accounting firms
    • Why firms are leveraging automation for strategic-decision making
    • The ultimate blueprint for resource management transformation to inform
      your digitalisation strategy

    Speakers

    Lindsay Lovell
    Head of Marketing, Dayshape

    12:10 PM

    Are you prepared for the data-driven audit?

    94% of accountants believe automation can help them with business tasks but only 45% have plans to progress their digital transformation. With vast industry experience and testimony from accountants on the ground, Jeff will answer:

    • What is the tech state of play in the accounting and audit space?
    • How can technology positively equip practitioners and avoid another ‘great resignation’?
    • How can accurate and timely accounting data improve audit quality, speed and efficiency?
    • What does this mean for future services and capabilities of firms

    Speakers

    Jeff Gramlich
    Managing Director & Head of Accounting, Validis

    12:30 PM

    Panel Discussion – How to level up digital transformation?

    Chair: Will Farnell, Founder and Director, Farnell Clarke

    Speakers

    Samantha Louis
    CEO, Praxity Global Alliance
    Elena Meskhi
    Owner and CEO, Elena Meskhi & Co.
    Jeff Gramlich
    Managing Director & Head of Accounting, Validis
    WILL FARNELL
    Founder & Director, Farnell Clarke Ltd
    Lindsay Lovell
    Head of Marketing, Dayshape

    12:50 PM

    Lunch and networking

    SESSION THREE: Building resilient and conscious culture

    Chair: Christine Nicholson, Award Winning Business Mentor, Author and Speaker

    Speakers

    Christine Nicholson
    Award-Winning Business Mentor, Author and Speaker

    1:50 PM

    How organisational culture impacts your clients

    • Actual vs perceived culture
    • Examples
    • How you as an individual impact culture

    Speakers

    Tony Szczepaniak
    CEO, LEA Global

    2:10 PM

    Enhancing client experience with digital tools and processes

    • The importance of efficient communication and controls: a pragmatic analysis of the collaborative user journey
    • Pioneering the client portal technology that enhances client engagement
    • Connecting the back-end and front-end platforms to provide optimum client experience

    Speakers

    Courtney Kunzig
    Industry Solutions Manager, Accounting, M-Files

    2:30 PM

    Accounting for society’s values

    • Accountancy sector aligning with ESG’s impact on society
    • Spotlight on the role of the accountant and how they diversify advisory services to fulfil the ‘S’ credentials
    • Highlighting the sustainability agenda to enable socially aware business practice
    • New debates on ESG fundamentals

     

    Speakers

    Clive Webb
    Head of Business Management, Policy and Insights, ACCA

    2:50 PM

    Navigating everchanging ESG principles for the modern practice

    • Seismic change in the ESG reporting landscape through creation of the IFRS International Sustainability Standards Board
    • Preparing for a new era of ESG reporting and standards in the industry
    • Recognising and preventing greenwashing to attract and retain investors
    • Improving transparency on meeting SDGs and business initiatives

     

    Speakers

    Dr. Jeremy Osborn
    Global Head of ESG, AICPA & CIMA

    3:10 PM

    Panel Discussion – How to build resilient and conscious culture?

    Chair: Christine Nicholson, Award Winning Business Mentor, Author and Speaker

     

     

    Speakers

    Tony Szczepaniak
    CEO, LEA Global
    Clive Webb
    Head of Business Management, Policy and Insights, ACCA
    Christine Nicholson
    Award-Winning Business Mentor, Author and Speaker
    Courtney Kunzig
    Industry Solutions Manager, Accounting, M-Files

    3:30 PM

    Mid-Afternoon Refreshments

    SESSION FOUR: Strategies to boost efficiency and grow business

    Chair: Rob Brown, Host, Accounting Influencers Podcast

    Speakers

    ROB BROWN
    Host, Accounting Influencers Podcast

    4 PM

    Innovating to prosper

    • Digital transformation- why it is important and where to begin
    • Breaking traditional structures and changing mindset
    • Accelerating progress by being part of a network
    • Measuring success

    Speakers

    Mónica Bové Boyd
    Partner/Digital Transformation, Bové Montero y Asociados

    4:20 PM

    Optimising financial outsourcing for growing companies

    • Working in partnership to gain efficiencies and open new markets
    • Scalable platform – ensure your software platform can support your clients’ growth
    • Becoming self-sufficient – reliance on a vendor will slow you down
    • Scalable licencing – ensuring your software partner’s licencing works as you grow

    Speakers

    Mark Hollingworth
    Head of Partnerships, AccountsIQ

    4:40 PM

    The importance for all of us in promoting Accountancy as a career as part of the ‘war for talent’

    • How does the profession continue to attract the brightest and the best
    • Is there a magic formula for successful employers to ensure success
    • Do we need to rethink the recruitment model
    • Can we learn from other sectors and professions

    Speakers

    Francesca Lagerberg
    CEO, Baker Tilly International

    5 PM

    Closing panel – Uncovering strategies to boost efficiency and grow business

    Chair: Rob Brown, Host, Accounting Influencers Podcast

    Speakers

    Mark Hollingworth
    Head of Partnerships, AccountsIQ
    ROB BROWN
    Host, Accounting Influencers Podcast
    Francesca Lagerberg
    CEO, Baker Tilly International
    Jim Bourke
    Global Technology Advisory Services Leader, HLB International
    Marlies Vervoordeldonk
    Strategy & Support Manager, Joanknecht, PrimeGlobal

    5:20 PM

    Closing remarks

    Speakers

    Joe Pickard
    Group Editor, The Accountant and IAB

    5:50 PM

    Drinks Reception

    6:50 PM

    Awards Ceremony and Dinner

    Speakers

    Select a speaker to learn more

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    Francesca Lagerberg
    CEO, Baker Tilly International

    Francesca is the CEO of Baker Tilly International. She was appointed to the role on 1 June 2022 and is responsible for the network operations for Baker Tilly International, a top ten global accounting network, with member firms in over 140 territories.

    Francesca has 30 years of experience in professional services, including working in global networks, specialising in cross-border and international business support, with a focus on growth. She has senior leadership experience in mid-market firms and began her career in a Big 4 firm. Her roles have also included Global head of tax, legal, risk, mergers and acquisitions and people & culture.  She has led teams based around the world. She has also worked in industry and won awards in the fields of international accounting, private client work and professional lecturing.

    She has frequently commented on TV, radio and in the press on global developments and the need for diversity of thinking, especially to encourage a broader range of people to take on senior roles and create an environment that helps support this aim. She has sat on several UK Government committees and played an active role in the work of the ICAEW and the CIOT.

    Francesca is a qualified lawyer, chartered accountant and tax adviser. She lives in the south of England with her husband, three children and two dogs.

    Session Details:

    The importance for all of us in promoting Accountancy as a career as part of the ‘war for talent’

    2023-06-29, 4:40 PM

    Session Details:

    Closing panel – Uncovering strategies to boost efficiency and grow business

    2023-06-29, 5:00 PM

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    Samantha Louis
    CEO, Praxity Global Alliance

    Samantha Louis is Chief Executive Officer of Praxity Global Alliance, joining in June 2021 from the Association of International Certified Professional Accountants where she was Vice President in charge of International Advocacy. She’s an experienced leader and prior to her moving to London she was Regional Vice President for Africa at the Chartered Institute of Management Accountants (CIMA) where she directed the growth of the member and student population in Africa from 2,000 to over 25,000 and led the expansion of CIMA into Southern and Western Africa. Samantha has served on various local and international boards and senior leadership groups, including the Professional Accountancy Organisation Development Committee of the International Federation of Accountants (IFAC) and has extensive experience in several non-executive directorships. She currently serves on the Council and Finance Committee of Roedean School, UK. Samantha is a Fellow of CIMA and a Chartered Global Management Accountant. She holds a Batchelors degree from the University of the Witwatersrand and holds post-graduate courses in public relations and management, as well as a Master’s degree in business administration, with distinction, from the Gordon Institute of Business Science at the University of Pretoria.

    Session Details:

    Panel Discussion – How to level up digital transformation?

    2023-06-29, 12:30 PM

    Session Details:

    Putting diversity and inclusion at the forefront of the accountancy practice policy framework

    2023-06-29, 11:10 AM

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    Next speaker
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    Puja Shah
    Senior Manager, Audit and Assurance, Deloitte

    Puja is a senior manager within the Analytics and Modelling team in Deloitte LLP’s Audit and Assurance service line. She has over 10 years post qualification experience as a chartered accountant. She worked at as a statutory auditor for several years before focussing on helping audit teams with their analytics and the excel models they receive from the entities they audit and supports in the provision of assurance services. She is passionate about inclusion and diversity and co-chairs the firm’s Multicultural Network which has almost 2000 members.

    Session Details:

    Panel Discussion – Sharing strategies to overcome challenges and strive for growth

    2023-06-29, 10:20 AM

    Session Details:

    Looking forward: how talent and technology impact the global forecast for the accountancy landscape

    2023-06-29, 9:00 AM

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    Mark Koziel
    President & CEO, Allinial Global

    Mark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-seven staff members, he is responsible for strategic planning, financial performance, and the association’s overall growth and success. From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Executive Vice President of Firm Services at the AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today’s Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin’s Global Accounting Power 50 List.

    Session Details:

    Panel Discussion – Sharing strategies to overcome challenges and strive for growth

    2023-06-29, 10:20 AM

    Session Details:

    How to ensure the firm business model is future ready

    2023-06-29, 9:40 AM

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    Clive Webb
    Head of Business Management, Policy and Insights, ACCA

    Clive Webb is the Head of Business Management in ACCA's Policy and Insights team. Clive publishes research on the future of the finance function across a wide range of topics from the purpose of the function to the skills that it needs and the technologies that it needs to apply. Clive is also the author of two research pieces, one which considered Diversity, Equity and Inclusion in the profession and the most recent the profession's responsibility in the social agenda. Clive qualified as an accountant in one of the big 4.

    Session Details:

    Panel Discussion – How to build resilient and conscious culture?

    2023-06-29, 3:10 PM

    Session Details:

    Accounting for society’s values

    2023-06-29, 2:30 PM

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    Elena Meskhi
    Owner and CEO, Elena Meskhi & Co.

    Elena Meskhi is the owner of an accounting and tax advisory practice that has been operating for over a decade. She’s also a book author, business coach, NLP masters practitioner, and public speaker who is passionate about allowing business owners to experience financial freedom.

    Session Details:

    Panel Discussion – How to level up digital transformation?

    2023-06-29, 12:30 PM

    Session Details:

    Building relationships with business owners in the drive to increase profit and reclaim freedom

    2023-06-29, 11:30 AM

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    Mark Edmondson
    CEO, Inflo

    Mark has spent his career developing technology that empowers accounting firms with cutting-edge computing power. Mark started his career in a small-town accounting practice before earning his stripes at a Big Four firm leading audit and consulting engagements. He founded Inflo to revolutionize the broader audit and accounting profession with next-generation software. Mark is now influencing the advancement of audit at a global level. He is a member of the International Auditing and Assurance Standards Board’s (IAASB) Technology Working Group and Less Complex Entities Reference Group, as well as chairing the AICPAs Data Standards Working Group. Mark also supports professional accounting bodies around the world.

    Session Details:

    Panel Discussion – Sharing strategies to overcome challenges and strive for growth

    2023-06-29, 10:20 AM

    Session Details:

    Revolutionise your resourcing: The changing talent and tech landscape in accounting

    2023-06-29, 9:20 AM

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    Dr. Jeremy Osborn
    Global Head of ESG, AICPA & CIMA

    I am an experienced senior executive and strategy consultant, with deep experience of how sustainability catalyzes systems change. I have a wide variety of leadership, relationship development, business development, commercial management, team building and project management skills. I have successfully led and delivered projects in complex multi-stakeholder environments. I have been project director of numerous C-suite projects in which I have supported clients and stakeholders across a range of industries with connecting their sustainability strategies with their core business objectives, and then measuring, valuing and communicating the value which this creates.

    I am the Global Head of Sustainability with AICPA-CIMA, having previously served as a senior leader with the Value Reporting Foundation which consolidated into the IFRS Foundation on 1 August 2022 to support the work of the International Sustainability Standards Board (ISSB). I was honoured to be named by Accounting Today as one of the Top 100 Most Influential People in Accounting in November 2022.

    Session Details:

    Navigating everchanging ESG principles for the modern practice

    2023-06-29, 2:50 PM

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    Mark Hollingworth
    Head of Partnerships, AccountsIQ

    Mark leads the commercial partnership function at AccountsIQ, including working with financial outsourcing partners.
    He has 20 years of experience in the accounting technology sector. During that time, he has consulted on accountancy software solutions and digital transformation across a broad range of practices; from top 4 firms to sole practitioners.

     

    Session Details:

    Optimising financial outsourcing for growing companies

    2023-06-29, 4:20 PM

    Session Details:

    Closing panel – Uncovering strategies to boost efficiency and grow business

    2023-06-29, 5:00 PM

    View In Agenda
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    Jeff Gramlich
    Managing Director & Head of Accounting, Validis

    Jeff is a CPA and holds a CITP certification. He is a 40 year veteran of the accounting industry where he gained his initial experience at Arthur Young & Co. He has broad experience in the US accounting industry, with career highlights including serving as President & CEO of the Small Firm Services business unit at CCH and President of AccountantsWorld. Jeff has a strong passion for improving the industry from an everyday workflow perspective to driving higher quality in all we do. At Validis Jeff helps the world’s largest firms realise the power of technology in the audit process, as well as helping forge strategic partnerships in the space to help bring best of bread ideas and solutions to the market.

    Session Details:

    Panel Discussion – How to level up digital transformation?

    2023-06-29, 12:30 PM

    Session Details:

    Are you prepared for the data-driven audit?

    2023-06-29, 12:10 PM

    View In Agenda
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    Tony Szczepaniak
    CEO, LEA Global

    Session Details:

    Panel Discussion – How to build resilient and conscious culture?

    2023-06-29, 3:10 PM

    Session Details:

    How organisational culture impacts your clients

    2023-06-29, 1:50 PM

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    ROB BROWN
    Host, Accounting Influencers Podcast

    Rob Brown is co-founder of the Accounting Influencers Roundtable, a think tank and door-opening club for specialists/vendors who serve the accounting/fintech profession. He runs a training company called Business Development Academy which trains busy technically smart accountants to be confident, effective work winners. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You' has been viewed 280K times on Youtube. He co-hosts the international podcast Accounting Influencers with Martin Bissett and is a professional host, moderator and chair for accounting/fintech events, conferences and panel discussions. He is a committed Christian, a black belt in kickboxing, enjoys backgammon, loves chocolate orange and is allergic to grapefruit.

    Session Details:

    SESSION FOUR: Strategies to boost efficiency and grow business

    2023-06-29, 3:59 PM

    Session Details:

    SESSION ONE: Overcoming challenges and striving for growth

    2023-06-29, 8:55 AM

    Session Details:

    Chair’s opening remarks

    2023-06-29, 8:55 AM

    Session Details:

    Closing panel – Uncovering strategies to boost efficiency and grow business

    2023-06-29, 5:00 PM

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    Christine Nicholson
    Award-Winning Business Mentor, Author and Speaker

    Session Details:

    Panel Discussion – How to build resilient and conscious culture?

    2023-06-29, 3:10 PM

    Session Details:

    SESSION THREE: Building resilient and conscious culture

    2023-06-29, 1:49 PM

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    Shimona Pinto
    Senior Corporate Solutions, Moxo

    Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

    Session Details:

    Coordinating client business in the digital world

    2023-06-29, 10:00 AM

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    WILL FARNELL
    Founder & Director, Farnell Clarke Ltd

    Will Farnell is the founder and a director of Farnell Clarke Ltd, an innovative and pioneering accounting firm based in East Anglia and London, UK offering a fresh approach to SME accountancy and business advisory services. Farnell Clarke was one of the first firms globally to fully adopt cloud accounting technology back in 2009 and remains one of the most innovation firms in the UK. The firm has been named Best Independent Firm (East of England) three times at the British Accountancy Awards, including in 2019 and was awarded Medium Firm of the Year award at the Accounting Excellence awards in 2019. The firm also won the 100% Xero award in 2017. Will is author of ‘The Digital Firm’ a blueprint for digital transformation. He is a regular speaker on how accounting firms can leverage technology, people and process to achieve practice growth, as well as providing consulting services to support firms in becoming a digital practice.

    Session Details:

    Panel Discussion – How to level up digital transformation?

    2023-06-29, 12:30 PM

    Session Details:

    SESSION TWO: Levelling up digital transformation

    2023-06-29, 11:05 AM

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    Lindsay Lovell
    Head of Marketing, Dayshape

    Lindsay is experienced in driving growth at international, enterprise software companies through a customer-centric approach to marketing. She has spent most of her career in the technology space, with a particular focus on the accounting and legal professions, helping firms see and realize the potential of software to transform operations. Outside of work, Lindsay enjoys musical theatre, both watching performances and taking to the stage herself.

    Session Details:

    Panel Discussion – How to level up digital transformation?

    2023-06-29, 12:30 PM

    Session Details:

    Taking resource management to the next level with AI and automation

    2023-06-29, 11:50 AM

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    Jim Bourke
    Global Technology Advisory Services Leader, HLB International

    Jim is HLB’s Global Technology Advisory Services Leader and has over 30 years of experience in the sector. He frequently meets with our regional technology leaders around the globe to share best practices and to help insure consistency in technology advisory offerings by our member firms.

    Jim is also a Partner, Member of the Board of Directors and Management Committee at Withum, is Director of Firm Technology and Managing Director of Advisory Services. He leads the cloud solutions, business advisory, cyber, data analytics, info-security and transactional services initiatives for the firm.

    Jim is a frequent speaker around the globe for HLB and many Accounting Societies and International Accounting and Trade Associations, the AICPA, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

    Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

    Session Details:

    Closing panel – Uncovering strategies to boost efficiency and grow business

    2023-06-29, 5:00 PM

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    Mónica Bové Boyd
    Partner/Digital Transformation, Bové Montero y Asociados

    Education

    • Bachelor degree in Industrial Engineering by the Universidad Politécnica de Catalunya and the École Centrale Paris (double degree)
    • MBA from the University of Chicago, Booth School of Business

    Key Areas of Expertise

    • Management Consulting & Strategy
    • Process Optimization and Automation
    • Project Management
    • Digital Transformation
    • Data Analytics

    Professional Experience

    • IT and business consultant at BearingPoint.
    • IT systems manager in supply chain and operations at TI Automotive.
    • Brand manager at Nestlé USA.
    • Global brand director at Tiffany & Co.
    • Partner / Digital Transformation at Bové Montero y Asociados.

    Languages

    English, Spanish, Catalan, French

    Session Details:

    Innovating to prosper

    2023-06-29, 4:00 PM

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    Marlies Vervoordeldonk
    Strategy & Support Manager, Joanknecht, PrimeGlobal

    Exemplifying high standards of work ethic and a deep understanding of firm initiatives, Marlies leads Joanknecht’s ‘Strategy & Support’ team, one of four pillars in the Dutch firm. This department manages matters in the fields of Marketing & Communication, Hospitality, Finance & Control, IT, Innovation, Strategy & Business Development, Compliance and Legal.  This extensive responsibility affords Marlies the opportunity to interact with the entire firm and presents a comprehensive view into the client and employee satisfaction and firm culture. Marlies trademark ‘can-do’ attitude is also recognized and appreciated by PrimeGlobal members. Marlies graduated from Maastricht University in 2013 achieving a master’s degree in international business, with a focus on accountancy. Marlies tenure with Joanknecht, in Eindhoven, Netherlands, dates to 2013, starting in the audit department, and quickly rising firm from assistant to senior associate. Marlies’ role developed over the last 5 years to marketing manager and now, since May 2022, is head of the firm’s Strategy  & Support department which is one of the four departments in which the firm is internally organized.  Marlies is closely involved in PrimeGlobal’s DEI, Women’s Leadership and Marketing Practice Communities.

    Session Details:

    Closing panel – Uncovering strategies to boost efficiency and grow business

    2023-06-29, 5:00 PM

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    Courtney Kunzig
    Industry Solutions Manager, Accounting, M-Files

    Courtney is a member of the industry solutions team with a focus on the accounting vertical. She has years of experience identifying inefficiencies and improving processes in the accounting field and has worked with industries ranging from SaaS to midstream oil and gas, real estate, and consumer products.

    Courtney holds a CPA license and a master's degree in Accountancy.

    Session Details:

    Panel Discussion – How to build resilient and conscious culture?

    2023-06-29, 3:10 PM

    Session Details:

    Enhancing client experience with digital tools and processes

    2023-06-29, 2:10 PM

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    Plan Your Visit

    Venue

    Leonardo Royal Hotel London City

    8-14 Cooper's Row, London EC3N 2BQ

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    Awards

    International Accounting Forum & Awards 2023 - Winners Announced!

    Congratulations to our winners of the International Accounting Forum & Awards 2023!

    The winners were carefully chosen from a record number of nominations, and were announced at a glamorous awards ceremony at Leonardo Royal Hotel London City on the 29th June 2023.

    Please see the list of winners across the various categories below:

    WINNERS

    • NETWORK OF THE YEAR

      Winner

      Baker Tilly International

      Highly Commended

      Moore Global

    • ASSOCIATION OF THE YEAR

      Winner

      PrimeGlobal

      Highly Commended

      Allinial Global

       

    • RISING STAR ASSOCIATION

      Winner

      INPACT Global

    • DIGITAL INNOVATION OF THE YEAR

      Winner

      PWC

      Highly Commended

      Deloitte & Touche LLP

    • WELLBEING INITIATIVE OF THE YEAR

      Winner

      BDO Brazil

    • DIVERSITY, EQUITY AND INCLUSION (DE&I) INITIATIVE OF THE YEAR

      Winner

      Nexia

      Highly Commended

      Allinial Global

    • PROFESSIONAL BODY OF THE YEAR

      Winner

      ACCA

      Highly Commended

      Chartered Professional Accountants of Canada (CPA Canada)

    • SUSTAINABILITY INITIATIVE OF THE YEAR

      Winner

      PrimeGlobal

      Highly Commended

      Deloitte & Touche LLP

    • COMMUNICATIONS CAMPAIGN OF THE YEAR

      Winner

      ACCA

      Highly Commended

      Praxity

    • ACCOUNTANCY SOFTWARE OF THE YEAR (VENDOR)

      Winner

      MyWorkpapers

    • CLOUD INITIATIVE OF THE YEAR (VENDOR)

      Winner

      Inflo

    • CUSTOMER EXPERIENCE OF THE YEAR (VENDOR)

      Winner

      Syft Analytics

    • ACCOUNTING FINTECH STARTUP OF THE YEAR

      Winner

      Beeye

      Highly Commended

      Iplicit

    INDIVIDUAL AWARDS

    • YOUNG ACCOUNTANT OF THE YEAR

      Winner

      GHJ for Christina Fung

    • PERSONALITY OF THE YEAR

      Winner

      H. Ozgur Demirdoven, CPA, CIA, CIDA

    • ACCOUNTING LEADER OF THE YEAR

      Winner

      Sam Louis, CEO, Praxity

    • LIFETIME ACHIEVEMENT AWARD

      Winner

      Barry Melancon, Founder and CEO, AICPA

    Media Centre

    International Accounting Bulletin

    The Accountant

    The Money Outlook

    Enquiry

    Contact Us

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    To enquire about speaking opportunities for the conference, please contact:

    Kim Palfrey

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    +44 (0) 20 7661 0552