New' Members in Practice 2020 Conference - Going for gold - making impact possible Monday 19 October 2020 Evolve virtual platform - CIMA
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‘New’ Members in Practice 2020 Conference Going for gold – making impact possible Monday 19 October 2020 Evolve virtual platform In association with:
Going for gold – making impact possible 2
Welcome from the Conference Chairman
Lorraine Ellison FCMA, CGMA, MBA
2020 Conference Chairman
Founder and Managing Director
Simply Additions Ltd
Welcome to our SPECIAL EVENT for new Members in Practice (MiPs).
The CIMA Members in Practice Panel (MiPP) look after the MiPs and is made up of volunteers. We look after
the interest of the MiP community, connecting members and providing peer to peer support. One of our most
rewarding tasks is to deliver the annual MiP conference as it gives us a chance to meet MiPs face to face and
allows us to build a stronger community. This year’s event is virtual, but that is not going to stop us!
As new MiPs join our friendly community, we have noticed that similar questions need answering. How to
price, where to get customers, where to get technical help, how to deal with difficult customers, etc. This year,
we thought we would hold a pre-conference day to bring these topics together, providing some guidance to
help you with your decision to become a MiP, and during your first years as a MiP.
I am sure you will have lots of questions which are specific to your own journey. My top tip for you is to join
the community so you can ask your questions in a safe environment. Join us at the tables in the virtual
platform’s lounge, connect with us on LinkedIn, join our MiPKit events, watch our webinars.
These sessions are being presented by CIMA members as part of our MiPs helping MiPs program. We are
not professional speakers, and this is our first virtual conference, but we are hoping it will all go well. As
always, we appreciate your honest feedback as this helps to shape future events.
In between the live sessions, please grab a seat at a table in the lounge. Forget about your own nerves and
reach out to another person who may be even more nervous than you! Ask them where they are on their MiP
journey, whether they have picked up any useful tips at a previous session, which area they are from, what
sort of services they plan to offer, and which systems they intend to use. If you need any help with an
introduction, please ask a MiPP member to help you. Just come and say hello.
I am delighted that MiPs Fiona Bevan and Kim Marlor are sharing their knowledge, and my thanks go to the
MiPP members for helping this idea to become a reality … Bruce Burrowes, Ian Ross, Jonathan Nicholls,
Julie Bickerdyke, Amarjeet Hans, Praddy Velayuthan, Joy Quarrie, Julia Leask, Steve Bicknell and Mark Allen.
We do hope you will join us for the virtual networking at the end of the day. You are welcome to bring a drink
(soft or alcoholic) and join in with our informal chat.
Please send your request to join our CIMA MiP LinkedIn group, and you’re welcome to connect with me on
LinkedIn too.
Going for gold – making impact possible 3
Conference programme
Time Page
Title Speaker
(BST) number
08:45 Registration
Bruce Burrowes ACMA, CGMA
09:00 Welcome 05
Kingston Burrowes
Marc Gordon
09:05 A walk around the Floor -
Fresh Start Events
Ian Ross ACMA, CGMA
09:20 Why become a MiP, and where you can get help 11
Interim FCM Ltd
09:40 Comfort break
Joy Quarrie ACMA, CGMA 10
Q Accounts Ltd
09:50 Choosing the right business model for your practice
Q&A
Lorraine Ellison FCMA, CGMA 03 | 07
Jonathan Nicholls FCMA, CGMA 09
10:40 Comfort break
Steve Bicknell FCMA, CGMA
10:55 Positioning your business for success 07
Bicknell Business Advisers Ltd
11:40 Comfort break
Kim Marlor ACMA, CGMA
11:55 Marketing your practice – how to get high-paying clients 09
KMA Accountancy
12:40 Lunch break
Amarjeet Hans FCMA, CGMA
08
Crystal Clear Accounting Solutions Ltd
13:20 Essential skills for new MiPs – compliance and tax
Pradeepan Velayuthan FCMA, CGMA
11
Praddy Financial Consultancy Ltd
14:05 Comfort break
Essential skills for new MiPs Fiona Bevan ACMA, CGMA
14:20 06
– succeeding as a management accountant MiPs Mean Business
Conference round up Lorraine Ellison FCMA, CGMA
03 | 07
2020 Annual MiP Conference – Thur 22 and Fri 23 Oct Simply Additions Ltd
15:00
Bruce Burrowes ACMA, CGMA
05
Thank you and close Kingston Burrowes
Hosted by:
15:30 Virtual networking Lorraine Ellison FCMA, CGMA 03 | 07
Ian Ross ACMA, CGMA 11
Going for gold – making impact possible 4
Conference Master of Ceremonies
Bruce Burrowes ACMA, CGMA
Principal
Kingston Burrowes
Your host for the 2020 MiP conference is Bruce Burrowes, a CIMA Member and Member in Practice.
Up until 2008, Bruce worked in a variety of blue-chip companies including placements living in a variety of
countries. His last role was a finance director of dot.com startup that was sold to a PLC. After a year in the
PLC, having realised how much he enjoyed dealing with and using his skills in the SME market, Bruce started
his own practice with no clients. Now, Kingston Burrowes run from two offices with numerous staff, offering a
full range of traditional accountancy services as well as FD and a FCA approved commercial brokerage
arranging commercial funds for clients. Last year they submitted in excess of 800 self assessment tax returns
and just under 500 accounts.
Bruce knows that MiP have the required skill set to support business and are ideally placed to help businesses
not only with their compliance requirements, but as rounded business accountants with CIMA skillsets.
Going for gold – making impact possible 5
Conference speakers Alphabetical by surname:
Fiona Bevan ACMA, CGMA
Director
Bevan Financial Management Ltd (TA MiPs Mean Business)
Essential skills for new MiPs – succeeding as a management accountant
Time: 2.20pm
Fiona will cover the essential skills that will enable you to provide the key information your clients need to run
their businesses successfully, including:
• Questioning and listening.
• Business planning.
• Helping clients decide what they want.
• Establishing a timetable.
About Fiona …
Fiona is a CIMA MiP – just like you.
For over 15 years she has built her business by providing management accountancy / virtual FD services to
small and medium sized businesses in deepest Somerset.
Fiona was co-chairman of the 2013, and chairman of the 2014, MiP annual conferences at Heythrop Park, is a
CIMA Practisng Certificate Assessor, and is involved with the South West Area MiP Group.
In short, she is passionate about helping MiPs to succeed, in the fastest and easiest way possible, through
personal experience. She has made mistakes over the years and learned from them.
Julie Bickerdyke FCMA, CGMA
Managing Director
Not Just an FD Ltd
About Julie …
While not making a conference presentation, let us introduce to you Julie – Secretary to the MiPP.
Julie has a proven track record of delivering sustainable growth in multiple market sectors including
manufacturing, engineering and not-for-profit (NFP) organisations. Initiating and directing £multi-million
efficiency and organisational change programmes, Julie delivers business growth and sustainability.
She is very able in disseminating financial information to underpin long term success and mitigate risk, and is
influential at board level by embedding collaboration and engaging teams and stakeholders to drive both
cultural change and a cohesive vision.
Julie consistently turns around underperforming teams empowering them to exceed objectives and embrace
change, and with her passion for health and safety, has a demonstrable record of driving up quality standards
to deliver results whilst remaining customer and employee centric.
She is also talented in delivering engaging presentations at high profile events, and is recognised as a subject
matter expert in innovation, diversity and change.
Going for gold – making impact possible 6
Steven Bicknell FCMA, CGMA
Managing Director
Bicknell Business Advisers Ltd
Positioning your business for success
Time: 10.55am
Steve will discuss using your skills and talents to attract clients to your practice; essentially making you a go-to
expert.
The learning outcomes from Steve’s presentation include:
• Identifying your skills.
• Promoting your skills.
• Winning clients.
About Steven …
Steven became a MiP in 2007, has been a CIMA Practising Certificate Assessor for 10 years, and was
previously on the MiP Panel in 2014.
Steven runs a compliance and consultancy business with five staff and a national client base, focused on
property and construction; most of the clients are high net worth portfolio investors.
Steven is on the advisory board of Sage UK, is also a presenter for UK Training, MBL Seminars, and Redcliffe
Training, and was the main speaker at the 2019 Scottish Government Taxation Conference.
Lorraine Ellison FCMA, CGMA
Founder and Managing Director
Simply Additions Ltd
About Lorraine …
While not making a conference presentation, let us introduce to you Lorraine – a Member in Practice Panel
member, and chairman of this 2020 conference.
Lorraine started her compliance practice in 2007 after 20 years in industry. The company now has over 200
customers and eight employees.
Following the adoption of cloud technology, Simply Additions Ltd was runner-up in the QuickBooks Firm of the
Future contest in 2017. Lorraine and the team used the prize money to attend the QuickBooks conference in
San José.
Lorraine is passionate about helping new MiPs to launch their business and avoid some of the pain points on
their journey.
Going for gold – making impact possible 7
Amarjeet Hans FCMA, CGMA
Director
Crystal Clear Accounting Solutions Ltd
Essential skills for new MiPs – compliance and tax
Time: 1.20pm
To be presented jointly with Pradeepan Velayuthan
Amarjeet and Pradeepan will provide practical steps that you need to take, in order to set-up and manage your
new accounting practice. This will include advice on client set-up, software selection, AML procedures, also
how to deal with Companies House / HMRC compliance.
The learning outcomes from Amarjeet’s and Pradeepan’s presentation include:
• Understanding the essentials of being an MiP.
• Practical steps in setting up an accounting practice.
• Understanding compliance issues and how to handle them.
About Amarjeet …
Amarjeet qualified as an ACMA in 1997, became a Fellow in 2008, was elected as Chairman of the CIMA
Central London and North Thames Area, in June 2015, is now a member of the CIMA MiP Panel, and an
active CIMA Membership Assessor.
Amarjeet became engaged with CIMA in 2003 when he became UAE representative, helping to gain
recognition of the CIMA qualification in that region, and opened the CIMA office in Dubai in 2007.
He has served as a board member to the Association’s Management Accounting Board since April 2017, and
has now been appointed as Vice Chairman of the new Global Member Engagement Committee (GMEC).
Amarjeet has a wealth of experience in a wide range of commercial activities, having worked in the UK, the
US, Europe and extensively in the Middle East, in industries ranging from IT, to real estate investment and
development, and advising a number of business entities on expansion into the Middle East.
He runs a small boutique business consultancy offering a range of services which includes FD services, fund
raising for SME’s, and a full range of accountancy services, to a wide range of SME clients, in a variety of
industries.
Amarjeet believes that membership engagement should be at the very core of what we do at CIMA, and
indeed at the Association; he has been involved in many activities to encourage and promote engagement.
Going for gold – making impact possible 8
Kim Marlor ACMA, CGMA
Managing Director
KMA Accountancy
Marketing your practice – how to get high-paying clients
Time: 11.55am
In this presentation Kim will teach you that by knowing your customer will pay dividends, also how you can
build up your practice with the right type of client rhythmically.
The learning outcomes from Kim’s presentation include:
• Understanding more about marketing.
• What is important when devising your marketing strategy.
• What marketing pillars are for you.
About Kim …
Kim combines many years of experience – too many to mention, in many markets with practical, ‘sleeves-
rolled up’ advice to drive business performance.
Kim qualified in industry, and worked for many organisations including Barclays Bank, Marks & Spencer, Astra
Zeneca, Air Products, in areas of system and process improvement, company accounts, management
information, results and profitability improvement, before founding KMA Accountancy in 2007.
The firm focuses on what clients want from life and then Kim and her team work together to achieve that by
helping clients put in place the systems and information they need in order to have complete clarity on their
numbers, so they can start to build the very best business.
She loves nothing better than being part of your management team; inputting into the strategy of your
business and contributing to its success.
Jonathan Nicholls FCMA, CGMA
Director
J Nicholls & Associates
About Jonathan …
While not making a conference presentation, let us introduce to you Jonathan – a registered Member in
Practice, a Member in Practice Panel member, and a newly elected CIMA Council Member, and who has
carried out extensive work in bringing together the 2020 MiP conference programme.
Jonathan set up JNAA with a single goal - to provide small business owners with the skills and tools they need
to deliver exceptional performance; skills and tools not normally available to them.
He developed many of these skills working at Mars - in the UK, Europe and China. At Mars he gained an in
depth understanding of all key areas of the company in a wide range of roles, whether it was making Twix or
working as a brand finance director with some of the best marketeers around, or developing European market
strategies with BCG.
As finance and operations director for adidas China he worked closely with the managing director to build the
best company possible. They put in place strong, compelling mission, vision and values; worked out a route
and goals along the way; then developed the skills, systems and processes to make that happen. The results
were spectacular - massive growth and exceptional performance across nearly all measures making adidas
China the best performing subsidiary in the group.
Since then Jonathan has worked with owners of small businesses to help them deliver exceptional results
through a range of mentoring, coaching and consulting projects.
Going for gold – making impact possible 9
Joy Quarrie ACMA, CGMA
Founder
Q Accounts Ltd
Choosing the right business model for your practice
Time: 9.50am
Compliance isn’t the only option! In this presentation, Joy will take you through the steps that can help you to
identify your true calling.
The learning outcomes from Joy’s presentation include:
• Understanding which business models are available for Members in Practice.
• Learning how to assess which model suits you best.
• Practical tips on how to get started on the right path.
About Joy …
Joy is a CIMA MiP Panel member, and since joining the panel, she has been sharing tips with Members in
Practice on how to achieve work in the world of interim assignments.
With a long pedigree of instilling real business improvements in companies, and with over 17 years’
experience in accounting, finance and financial management, Joy has developed the necessary skills to help
businesses to achieve their goals.
She works with companies of all sizes offering interim management, projects and consultancy services.
Having worked with companies during various stages of growth, Joy has gained the financial and commercial
experience and flexible approach to assist clients in mapping a better future and managing change.
Whatever size or type of business you run, Joy feels that you’ll run it better with the expert objective input that
Q Accounts can provide, making your business fitter, and stronger – faster.
Although based in London, Joy has been known to pop over to Barbados to ensure that a client achieved
success with their business goals.
If you haven’t heard Joy present, you will be delighted to hear her velvet tones calmly delivering a great deal of
wisdom!
Going for gold – making impact possible 10Ian Ross ACMA, CGMA
Director
Interim FCM Ltd
Why become a MiP, and where you can get help
Time: 9.00am
Becoming a Member in Practice can be a life-changing decision. In this session, Ian will help you to decide if
becoming a MiP is for you, and signpost you to places where you can get help.
About Ian …
Ian qualified with CIMA in 1978, becoming a MiP in 2000 where he has worked as an interim manager working
on various projects in IT, manufacturing, distribution, and not-for-profit sectors.
In the past five years, Ian has specialised in delivering research and development tax credits for a wide range
of innovative businesses. In addition, Ian has delivered training courses in finance in the UK and Middle East.
Ian has been a CIMA MiP Panel member for the last five years, and was elected Panel Chairman in October
2019.
Pradeepan Velayuthan FCMA, CGMA
Director
Praddy Financial Consultancy Ltd
Essential skills for new MiPs – compliance and tax
Time: 1.20pm
To be presented jointly with Amarjeet Hans
Pradeepan and Amarjeet will provide practical steps that you need to take, in order to set-up and manage your
new accounting practice. This will include advice on client set-up, software selection, AML procedures, also
how to deal with Companies House / HMRC compliance.
The learning outcomes from Pradeepan’s and Amarjeet’s presentation include:
• Understanding the essentials of being an MiP.
• Practical steps in setting up an accounting practice.
• Understanding compliance issues and how to handle them.
About Pradeepan …
Pradeepan qualified as an ACMA in 2009, and achieved his Fellow designation in 2017. He serves as the
Treasurer to the MiP Panel (MiPP), representing the Panel on the CIMA UK Network Committee (UKNC).
He is an active member of the CIMA West London Branch event organising committee, which sits within the
CIMA Central London and North Thames Area, also organising MiP events in London. Pradeepan has also
been involved in organising the successful MiP annual conferences in 2017, 2018, and in 2019.
Pradeepan is a MiP who runs a digital accountancy practice from Northwest London, providing compliance,
taxation, management accounting, software training, and interim FD services.
He is an active contributor to CIMA net email support group which is hosted by CIMA MiPP Chairman Ian
Ross, which helps new and established members in practice. Pradeepan is also a mentor helping CIMA
students who are seeking a career in finance, and has been a contributor to the Association of UK
Accountants (AUKA) magazine; again, helping MiPs.
Going for gold – making impact possible 11Sponsors
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Going for gold – making impact possible 12Sponsors
IQ in IT is delighted to be a sponsor of the CIMA MiP Conference 2020. We exhibited last year and
had a great experience. COVID-19 has had a massive impact on businesses and business events.
With this conference having to be virtual, we wanted to support CIMA and its members through
sponsorship.
IQ in IT is an award winning, full-service IT support company, based in SW London, servicing clients
across the UK. We provide secure, robust, and fixed-cost IT solutions and support. We act as your
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Click on the IQ in IT logo to view their website.
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Going for gold – making impact possible 13aicpa.org aicpa-cima.com cgma.org cimaglobal.com October 2020 © 2020 Association of International Certified Professional Accountants. All rights reserved. CIMA and The Chartered Institute of Management Accountants are trademarks of The Chartered Institute of Management Accountants and are registered in the United Kingdom and other countries. The design mark is a trademark of the Association of International Certified Professional Accountants. Going for gold – making impact possible 14
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