Build Your Business Advisory Practice
PLEASE NOTE CHANGE OF VENUE – NOW PARK PLAZA VICTORIA LONDON
Leaders know that to amplify the outcomes they want in their organisation they must be able to leverage their key assets and resources. The 2020 Business Advisory Conference will show how the power of leverage can reshape an organisation (whether big or small) and its performance.
Unlock your firm’s potential to create greater financial success and wealth for your clients.
- Develop the best structured systems and processes to manage and resource your advisory services
- Learn how to be a great adviser is a pragmatic and systemised fashion
- Hear from experienced accountants how they have implemented advisory services in their firms and the processes they adopt
- Develop and enhance your marketing to get the right message across to clients
- See examples of effective business models that support high performance
Who Should Attend?
Partners and any staff currently involved or planning to be involved in their firm’s business advisory services.
Take advantage of our conference discounts!
► 15% Early bird discount starting at just £205 + VAT per person!
► 25% Multi-participant discount starting at just £179 + VAT per person!
► Free delegate places – 2020 Platinum Members don’t forget to claim your FREE delegate place at any 2020 Conference* For details email Moira Lewis
|Member Price||Non Member Price||Register|
|Early bird discount
If booking on or before 10th May 2019
|£205.00 + VAT||£255.00 + VAT||Register|
|Standard||£239.00 + VAT||£299.00 + VAT||Register|
If booking 6 or more delegates from the same firm (all names must be supplied):
|£179.00 + VAT||£224.00 + VAT||Register|
Please note: As this conference is being held within the UK, VAT is chargeable to all firms including those outside UK
The conference agenda will be introduced by Chairman Jim Reeve.
09.30 – 10.15 Introduction and Positioning Your Firm as a Business Advisor
10.15 – 10.45 Delivering Advisory Services
10.45 – 11.00 Unique Selling Points of our Exhibitors
11.00 – 11.30 Break and exhibition time
11.30 – 12.15 Delivering Advice in a Systemised Way – the 2020 Advisory Resources
12.15 – 13.00 Turnover is Vanity, Profit is Reality, Cash is Sanity
13.00 – 14.00 Lunch
14.00 – 15.00 How to Sell Advisory Services
15.00 – 15.30 Current Trends in Corporate Finance
15:30 – 16.00 Break
16:00 – 16.45 Success Stories from 2020 Members!
16:45 – 17.15 Business Advisory – Ask the Panel
17.15 - 17:45 Network with fellow delegates and 2020 speakers
*Complimentary conference places are based on the number of partners in your practice and subject to allocation availability
Our exhibitors have been carefully selected in order to provide delegates with a range of added value, marketing, practice management and technical expertise.
The world of finance is changing and traditional methods of funding may not be the best solution for you and your clients. 2020 Finance is a partnership between 2020 Innovation and a panel of finance experts who have access to funding for you and your clients.
T: +44 (0) 7500 058931
2020 Practice M&A is an experienced force in the marketplace. Our nationwide team comprises former practice leaders who have played key roles in the successful development of their firms. We advise on strategy at every stage, including succession and exit planning and act as involved intermediaries in practice mergers, acquisitions and disposals.
T: +07887 626214
2020 Restructuring is a partnership between 2020 Innovation and Quantuma LLP to provide advice and expertise to you and your clients. Quantuma understand how businesses work and the key ingredients to success
T: +44 (0) 121 314 2020
2020 Tax Protection is a partnership between 2020 and PFP to provide market leading tax fee protection schemes to UK professionals. 2020 Tax Protection aims to provide UK practices with the widest cover in the marketplace, the best premiums and the most outstanding marketing help and support.
T: +44 (0)121 314 2020
Capium software is designed to increase the Accountant’s productivity at a time where digital taxation regulations are squeezing profits culminating in up to 4 times the workload. Through the platform you can access your data from anywhere in the world at any time affording you complete flexibility and accountability.
Manage every aspect of your accountancy practice from bookkeeping to tax preparation and submission right through to payroll – Capium removes the need for multiple subscriptions to multiple software platforms through an integrated Practice Management and CRM Lite system. Our cloud-based accountancy software is designed for small, medium and large practices and is easy to set-up, train staff, on and most importantly easy-to-use.
T: 020 3322 5578
CaseWare products promote a completely paperless environment, enabling accountants and auditors around the world to collaborate on screen.
Our products significantly reduce the time involved in all manner of accountancy processes, enabling auditors and finance teams to focus their skills and expertise on solving more important risk, financial, and management issues.
T: 01622 355200
Clarity is making business simple. We are bridging the gap between entrepreneurs and their advisors using the power of blockchain, AI and machine learning. The Clarity platform will help small businesses around the world understand their numbers, create a better business using our step-by-step development programs, and, access the cash, funding and investment they need to grow and scale profitably.
Continuum is a modern financial advisory business that is recognised for Innovation and Client Engagement.
Our unique service based proposition is delivered both through ‘hand-picked’ face to face advisers and ‘on line portals’, all enhanced by our Award-Winning Client Education Programme. This allows us to provide partners with the highest quality of service for both their clients’ personal and corporate requirements.
With an extensive experience of building Business Partnerships with Professional Connections, we are able to add real value to a business.
T: +44 (0) 7584 351731
Docusoft provides a comprehensive and compelling solution for Accountants to improve business processes significantly.
It includes features for Practice Management, a CRM to help win new and maintain existing business, a Document Management System to store client communications and a Secure Portal for document exchange, including client approval and electronic signature.
T: +44 (0)800 061 2515
Frontline Accounting solves capacity problems for accounting firms by employing accounting, admin and marketing staff in the Philippines. They operate an offshoring model that is completely different to a traditional outsourcing provider.
Frontline successfully built an offshore team in the Philippines for their own accounting firm eight years ago, and after constant requests for help from other firms, developed their award winning offshoring service.
They have hundreds of staff working across nearly 100 accounting firms in the UK, US and Australia. Firms are creating capacity, leverage and saving on employee costs. The model is proven with numerous success stories.
T: +61 (03) 9017 6200
Global Infosys Ltd are one of the pioneers of accounts outsourcing since 1999 with a proven track record working with over 100 accountancy firms, which includes 18 from the UK top 100 accountancy firms. Do you know their top 3 clients trust them with significantly over £1 million of their clients’ business? To find out more contact them on
T: 020 8424 8916
HDUK specialise in providing anywhere access Hosted Desktops, Hosted Applications, and Hosted Exchange Email services from our secure UK based data centres. Our sales and technical support teams have many years of experience working in the professional services sector, which means we understand your business and your specialised application software.
T: +44 (0)203 239 6181
PayDashboard is a digital payslip platform that integrates with your current payroll software to deliver payslips, reports and documents to your payroll clients. Our innovative SmartSlipsTM deliver more than just a payslip, with financial education, payslip comparisons and tax code alerts to add value to your client payroll offering.
T: +44 (0)203 773 3277
Receipt Bank is the world’s favourite paperless bookkeeping platform, connecting accountants, bookkeepers and small businesses. Since 2010 we’ve been making it simple to capture, process and share financial documents so businesses can focus on what matters.
T: +44 (0)203 699 5006
Priviness and our data protection partners bring together dark web monitoring (to prove you have not had a data breach – a legal requirement!) from Sovereign Intelligence, cyber security and data privacy training (get your employees safe online – also a legal requirement) from CybSafe, and ongoing data protection services from Priviness.
T: 0203 287 8243
With lots of uncertainty surrounding Brexit and many businesses asking what they should do to prepare, Roberts Nathan, a full-service accountancy and business advisory firm based in Ireland are here to help. Their initial solution includes all the essential elements required to help safeguard UK trading operations. This unique solution has been designed to minimise the risks associated with European trading “Post-Brexit.
T: +353 (0) 214217940
Sage is Making Tax Digital for UK accountants. No matter how you or your clients choose to work, all Sage solutions are 100% MTD-compliant and packed with innovative technology. Not only are our products compliant, but we have the MTD hub which is packed with free resources to support accountants to prepare their practice and their clients for the upcoming changes. Please visit sage.com/mtd.
Sage has been supporting UK accountants and bookkeepers for over 35 years. We’re at the forefront of technology and one of the largest UK-owned tech companies in the FTSE100, with 13,500 employees across the globe and 3,000 of those in the UK and Ireland.
We serve over 800,000 businesses, and over 20,000 accountants and bookkeepers in the UK. Plus, two out of every three people in the UK are paid using Sage solutions. Sage is here to support your practice and clients with the UK’s biggest team dedicated to accountants and bookkeepers—that’s 150 experts on-hand to help you plan the future growth of your practice, get the most out of Sage products, and train your staff and clients.
T: +44 (0)845 111 1111