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Seminar

Alternative Accountancy Managing Partners’ Summit – part one – by invitation only

Time: 2:10 pm - 12:00 am

Date: Day 1 | Monday 24 August 2020

Synopsis

Sponsored by Silverfin

Managing partners will gather for discussion and conversation, with the emphasis on networking and learning among peers.

14.10    Welcome and introduction from our chair
Paul Richmond, Managing Director, TheGroGroup

14.15    Peer-to-Peer discussions

Focused on how other managing partners deal with the challenges you face, these interactive and informal discussions will follow Chatham House rules. You’ll have the freedom to speak your mind and the small groups allow everyone to participate. Join a discussion and get insight into your peers’ challenges and find solutions to your own.

There will be one x 35-minute session in part one, before the afternoon coffee break, and another in part two, after the break.  This allows you to attend two of the four different discussions.

M1. First-hand lessons and learnings on leading innovation in an accounting firm
Andrew Sandiford, Managing Partner, Bishop Fleming

M2.  Collaboration case study: Creating a cohesive system of applications
Frustrated by the inadequate APIs on offer, we began working with five other firms to create an environment in which we can link systems and add on new software.  We’ll talk about our cooperative approach, what we want to achieve and what we’ve learned so far.
Richard Kleiner, CEO, Gerald Edelman

M3.  Autonomy, partnership and ownership models
Richard Spofforth, Partner, Kreston Reeves LL

M4.  Getting a balance between the demand for flexible and agile working with the need for keeping teams connected
Adrian Rodaway, Managing Partner, HPH Accountants

14.55    Group therapy for Managing Partners
Developing an advisory-led approach to clients
For the last 30 or so years, the profession has spoken about the need for firms and fee earners to position themselves as trusted advisors to their clients. Yet progress for most firms has been slow, because it is about more than just changing behaviours – it requires a fundamental and firm-wide change in approach. It is about developing a truly client-centric culture. Alex will help to walk through some of the change stages and lead you in small groups to map out thoughts and ideas that will help you improve your performance, and understand how to address the cultural barriers to change in your firm.

Approach / Key messages:
– What is an advisory-led approach?
– What it isn’t – creating / packaging advisory services and ‘selling’ them to clients
– Flipping the approach 180 degrees – it is all about getting closer to clients, focusing on developing a deep understanding of their environments, challenges and ambitions
– What are the ‘behaviours’ of an advisor and how do we embed them into the natural rhythm of work?
– It is not about ‘training’ – it’s about culture
– How are the components of the culture engine preventing a truly client-focused approach?
– What needs to change in your firm?
Alex Shacklock, Director, TheGroGroup

15.40     The Alternative Accountancy Managing Partners’ Live Survey

15.45     End of part one followed by networking break

Speaker

  • Richard Kleiner CEO - Gerald Edelman
  • Adrian Rodaway Managing Partner - HPH Chartered Accountants
  • Andrew Sandiford Managing Partner - Bishop Fleming
  • Alex Shacklock Director - TheGroGroup
  • Richard Spofforth Partner - Kreston Reeves LL

Facilitator

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