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SPEAKERS USED ON OUR COURSES

Scroll down the list of speakers below, to see their details, alternatively, if you know who you are looking for, click on their name below, and jump straight to their details

 
   
Don Bawtree is a partner with the Charities Specialist Unit at BDO Stoy Hayward, where he acts for a range of national and local charitable clients. He lectures extensively and is a regular contributor to the press on matters affecting the voluntary sector. He published the Charity SORP Compliance Checklist with NGO Finance. In his spare time he is treasurer to local charity.
   
Russell Cockburn is a Former HM Inspector of Taxes providing tax consultancy and advisory services to other professionals, businesses, executives and private clients. He also provides a broad range of tax training, lecturing, writing and publishing services. Russell is author of the ICSA Tax Guide, published for tax advisers and practising professionals
   
  David Bowes is a partner in Bruce Sutherland & Co, an independent firm specialising in the valuation of unquoted shares for tax and other purposes.  He began his valuation career in the Shares Valuation Division, (now Shares and Assets Valuation, “SAV”), of the Inland Revenue, and has subsequently worked for several major Accounting firms.  He lectures on share and business valuations for a number of professional bodies, regularly contributes articles on the subject to the professional press, and is the author of “Tolley’s Practical Share & Business Valuation”.  He regularly negotiates with SAV, prepares expert reports for Court and Tax Tribunal purposes, and has a wealth of practical valuation experience to bring to his lectures.  He is a member of the Council and Honorary Secretary of the Society of Share and Business Valuers, and a member of the RICS European Intangible Assets and Business Valuation Group Board.
   
Louise Dunford is a former senior lecturer at the University of Portsmouth specialising in employment and tort law. She has taught widely on professional update courses for solicitors and accountants and has been involved in teaching trainee accountants. She has published widely in leading academic journals. Louise is now an Employment law and HR consultant.
   
Picture of Speaker Alexandra Durrant is a chartered accountant and runs her own practice Alexandra Durrant Chartered Accountants in East Grinstead. She provides audit, tax and accounting services to her clients, including payroll services and advice. Whilst a partner in a firm of chartered accountants in the City she was responsible for payroll operations, advising clients on PAYE and NI legislation and procedures and carrying out PAYE and NI health checks. She is on the editorial board of Croner's Payroll Briefing and writes and lectures on payroll matters.
   
David Duvall is a training manager at Chantrey Vellacott DFK providing courses, both internally and for external clients, on auditing and legal topics and associated issues together with  bookkeeping and finance for non-financial managers.
   
Amanda Fisher began her career with HM Revenue and Customs and later moved over into practice and qualified with Grant Thornton, where she gained considerable experience dealing with private tax clients and their businesses, trusts and estates. Since becoming self-employed in 2004, Amanda continues to build her own tax and accountancy practice of private clients and regularly consults to other local practices, alongside her other freelance work as a tax examiner, lecturer and author.  She is a member of committees for STEP, and the ATT. Amanda also updates tax technical material for publishers and is the author of the Financial Times Guide to IHT, Probate and Estate Planning.
   
Picture of Speaker Tim Good lectures several times each week to professional audiences all over the country. He has the ability to make even the most obscure tax point crystal clear and the most mundane topic entertaining and informative. Tim writes regularly and was previously the editor of the TAXline Technical Review , published annually by the Tax Faculty of the ICAEW. In 1994 he joined the Editorial Board of the Faculty.
   
Andrew Gotch practices as a Chartered Tax Adviser, CEDR Mediator, lecturer and author through his firm TaxFellowship, advising and representing clients, contributing articles to the professional press and lecturing throughout the UK. He is co-founder of TaxAction Consulting Limited, the leading national tax advisory service for professional firms. He is the Consultant Editor for the Employment Taxation section of LexisNexis’ online TolleyGuidance.

Andrew is closely involved with the CIOT’s technical work, and is immediate past Chairman of the Owner Managed Businesses Technical Sub-Committee, in which capacity he contributes to many consultations and fora with HMRC, most recently on Alternative Dispute Resolution
   
Malcolm Greenbaum is a UK Chartered Accountant and Chartered Tax Advisor. He was previously Director of Finance and Taxation Programmes at BPP Professional Education and has delivered IFRS, US GAAP, UK Tax and VAT training to a multitude of organisations world-wide since 1992. Malcolm has particular experience in delivering bespoke training programmes to multi-nationals in the financial services, transport and energy sectors as well as delivering UK tax and VAT update programmes to accounting and law firms.
He is passionate about training and his enthusiasm ensures that the participants enjoy the learning experience whilst gaining knowledge through their engagement in the sessions and through encouraging them to ask questions and discuss practical issues they may have.
   
Andrew Guntert joined Mercia in 1999, He specialises in auditing and financial reporting and has been delivering CPE lectures for some years. Andrew previously worked at ATC, as an academic at City University Business School and in practice with both large and small firms. He has an unhealthy passionate interest in technical issues and is a member of the ICAEW Audit and Assurance Faculty's Technical and Practical Auditing Committee.
   
Stuart Hastie specialises in financial accounting and is a regular commentator on emerging issues. He has served on both the Financial Reporting and Auditing Committees of ACCA and presents courses for qualified accountants for ICAS, ICAEW and ACCA and numerous firms. He has been national technical director for RSM Robson Rhodes and also produces financial reporting disclosure software which is used by many LLPs, small companies and listed PLCs.
   
Stephanie Henshaw has presented CPD training to the accountancy profession for many years, specialising in financial reporting, auditing, company law and ethical issues. As the Technical Partner for two top 25 practices (now with Francis Clark, previously with MacIntyre Hudson) she uses her experience of the day to day implications of technical changes to bring a relevant and practical slant to her presentations.  Stephanie sits on the Board of the ICAEW’s Financial Reporting Faculty and is also a member of the ICAEW’s Professional Standards Board.
   
Peter Herbert specialises in financial reporting, auditing, practice regulation and company law. He started his career in professional practice with KPMG and then worked as a professional exam trainer for FTC (now Kaplan). He has been delivering CPD lectures and practical workshops, targeted at accountants in industry and professional practice, since 2002. External audit and internal control are two areas of particular interest for Peter. He also works as a consultant to firms of accountants, advising on the implementation of auditing and accounting standards, as well as conducting practice assurance, anti-money laundering and audit file reviews. This gives Peter an invaluable insight into the current issues that professional practices face, that he is able to share with delegates on the courses and workshops that he delivers.
   
Simon Hurst, a Chartered Accountant has been involved in computer software for 26 years. His training organisation, The Knowledge Base provides a wide range of training and consultancy services to accountants and other professionals.
   
Picture of Speaker Martyn Ingles qualified as a Chartered Accountant in 1982 and has specialised in taxation ever since. He became an Associate member of the Chartered Institute of Taxation in 1983 whilst working for a large international firm. His career has combined lecturing with tax consultancy, working for The Financial Training Company Ltd, Horwath Clark Whitehill, and more recently MacIntyre Hudson. His main area of interest is tax planning for the family business, in particular tax efficient remuneration, exit planning and restructuring. Martyn has had articles published in the Tax Faculty TaxLine Technical Review and in “Taxation” magazine. He has also been involved in the production of tax training videos for Legal Network Television Ltd as part of his work with the College of Law.
   
Neil Insull Neil joined MacIntyre Hudson in 2006 and lectures on broad range of tax areas but with a focus on taxes affecting UK corporates. This includes general tax updates and refreshers for accountants and lawyers to more detailed courses providing comprehensive analysis of specific areas of the tax code. He trained as an accountant and qualified with Spicer & Oppenheim (now Deloitte) in 1990. But with a passion for tax, he then spent the next 15 years specialising in corporate tax, the last eight working for the in-house tax departments of two large financial services groups in the City. Neil “escaped” from the City in 2005 and joined FTC Kaplan for a year to cut his teeth on a new training career in tax before joining MAS to focus on CPD training.
   
Picture of Speaker Robert Jamieson is an experienced tax lecturer, having held senior positions with Financial Training for many years. He has more recently moved back into practice with Mercer & Hole, where he combines client work with speaking engagements. He is a former president of the Chartered Institute of Taxation and also an occasional commentator on private client matters for Legal Network Television. To recover from the rigours of the lecture circuit he escapes to a bolthole in France, whenever time allows, to revise his lecture material.
   
Chris Jones is Director of Tolley® Tax Training and a co-founder of Online Tutors. He lectures extensively to a wide range of audiences. He has gained an excellent reputation as being among the best in his field and is known for his enthusiastic and lively presentations. He has continued his practice work advising a range of clients on many tax planning and compliance issues and is a partner in a South Coast firm. He draws on this experience when lecturing.
   

Patrick King is chairman of MacIntyre Hudson's tax strategy group, leading a team of specialists which ensures clients have access to the very best in tax compliance services and tax mitigation solutions. Patrick's own specialisms are capital tax planning for individuals, corporate restructuring and remuneration planning. He also advises clients on the tax implications of buying and selling their business.

   
Kay Kraty LGSM, BCMA, MIAC, works as a coach and trainer using practical participation both in group and in one-to-one exective coaching sessions. Her approach is holistic, so that all performance management issues are addressed through people's internal as well as external drivers. This overcomes obstacles and accomplishes growth, leading to greater personal effectiveness and professional success. Kay's purpose and passion is to help people become the best they can be. Personal development is all about opening up to our true potential which in turn boosts our self-esteem, helping us feel better about who we are, what we do and how we feel about ourselves. As a result situations become more manageable, relationships improve and success becomes easier to achieve. By growing your self you grow your life . Kay is also a qualified Reiki teacher and colour psychologist.
   
Mark Lee is Chairman of the Tax Advice Network,  Head of the Tax Director Network and a past Chairman of the ICAEW’s Tax Faculty. In addition to running his networks Mark is a regular writer for the accountancy, tax and business press. He is a frequent speaker at events for accountants and for those who want to better understand the profession.  He has established a positive reputation and a degree of credibility in the tax and accounting worlds over a number of years. He also has extensive network reach through his blogs, talks, social media activity and articles.
   
 

Mark Lloydbottom is known as a dynamic speaker and a leading edge accounting firm consultant. He specialises in strategic planning, service development and profit improvement for accounting firms. He has worked with accounting firms in over 20 countries and lectures for Institutes and accounting associations throughout Europe, North America and South Africa. There are few who have the qualifications that Mark has. He has specialised in practice management training for over 30 years. He is a managing accounting firm founder and owner for 12 years before founding Practice Track and then PracticeWEB. Mark has a passion for helping accountants and accounting firms reach their full potential. His exceptional communication skills will challenge and empower you to greater success. He has a powerful message – one that will really help you build tomorrow’s practice.

   
Guy Loveday is a partner in the Professional Training Partnership. He specialises in presenting auditing and financial reporting updates for accountants in practice and industry and finance courses for members of the wider financial community. He provides a consultancy service to assist companies in preparing their annual financial statements. He also makes occasional TV appearances.
   
Ros Martin joined the Inland Revenue as a trainee in 1988 having acquired a PhD at Nottingham University , She completed her training and was subsequently promoted to the Large Business Office, dealing with large groups of companies. After 5 years, she became Deputy District Inspector in Stratford-upon-Avon , dealing with CT, IT, CGT with special responsibilities for employer compliance and Schedule E technical work.
   
Nigel May is a member of MacIntyre Hudson's management board with over twenty years experience in offering proactive tax advice to the firm's diverse range of clients. As both a graduate in law and a member of the Chartered Institute of Taxation and the Society of Trust and Estate Practitioners, Nigel covers a wide spectrum of tax issues, both corporate and personal. He regularly lectures on a diverse range of taxation matters including: budget commentaries, self assessment and tax and financial planning.
   
Stephen McAlpine is a well-known lecturer on assurance issues. A Chartered Accountant with considerable training experience, he has a practical approach to his subjects based on providing technical support services to over 40 small and medium sized firms as well as being a partner in a small general accountancy practice, where the clients are owner managed, and his firm provides them with the routine professional services they require from an accountant and auditor.
   
Kate Mc Caffery

Kate McCaffery is a partner at CVDFK Chantrey Vellacott responsible for all Internal Technical training. She trained with a major international firm and qualified as a chartered accountant in 1996. She has accumulated a wide range of knowledge of auditing and accountancy across several industry sectors over 14 years. Post qualification, Kate worked as a financial controller in industry where she gained a valuable insight into the daily challenges facing clients.Kate combines working on a client portfolio with the responsibility of advising clients and staff on technical issues and pronouncements. Kate also presents both practical and technical courses to clients, membership organisations and professional bodies. Having worked as a financial controller she is able to understand the daily budgetary pressures organisations face. Her knowledge and experience ensures that the training providing is specific and relevant to the audience.

   
Giles Mooney is a Chartered Accountant and Chartered Tax Adviser, he has been involved in UK tax training for 9 years. He started his career with a small firm of accountants and tax advisers, before working as a director of a large professional training company. He has written for a number of publications on various UK tax and business issues including writing PTP’s own monthly publication – Professional Tax Update. Giles entertains and educates professionals several days each week running tax seminars throughout the country.
Giles joined PTP in January 2004 and was made a partner of The Professional Training Partnership in January 2007, he is also a Director of PTP Ltd.
   
Jenny Nelder is a partner in Bruce Sutherland & Co, a firm specialising in the valuation of unquoted shares for tax and other purposes. She has been involved in valuing shares for all purposes since 1981 when she left Touche Ross (now Deloitte) and is a member of the Society of Share and Business Valuers. She lectures on share valuations for a number of professional bodies. She also writes on the subject. She is the Institute of Directors ' representative on the Fiscal Valuation Forum, a body set up to develop a link between the Inland Revenue's specialist valuation department and taxpayers' advisers.
   
Sue Nugus from Management Centre Internaltional Ltd (MCIL), has been training for ICAEW, ICAI and CIMA as well as for other accounting societies for nearly 20 years. Of her many courses the most popular has been Forecasting and Financial Planning using Spreadsheets. Sue also regularly consults to large and small organisations on how to prepare forecasts, plans and budgets. Sue has authored and co-authored about 20 books. The 2 nd Edition of her popular book - Spreadsheet Skills for Forecasting and Financial Planning – is shortly to be published by Elsevier.
   
Neil Owen is the founder and managing director of VAT Advisory Services Limited. He has been a full-time VAT adviser since 1990. He spent 6 years from 1984 as a VAT officer and then joined chartered accountants James & Cowper, where he headed up the provision of VAT consultancy services from 1990 to 2002. He was a principal of Southern VAT, a consultancy practice until 2007. Neil is a Fellow of the Chartered Institute of Taxation, an Associate of the Institute of Indirect Tax, and a Fellow of the British Institute of Agricultural Consultants. He was previously National Secretary of the VAT Practitioners Group, general editor of the annual book, CCH VAT Planning and a former editor of the CIOT journal, Tax Adviser.
   
Pam Powell's career in accountancy started with several years in a firm of Chartered Accountants where her experience covered all areas of general practice. Her first move out of practice was to BPP where she had responsibilities both as a trainer and, after a time, as a member of the board of BPP Accountancy Courses. In 1995 she set up her own training and consultancy business. Pam’s areas of expertise are Financial Reporting and Auditing .The courses she has developed cover a wide range of Financial Reporting related topics from general updates on UK GAAP and International Standards for practitioners, fund managers and bankers, through international comparisons in accounting and analysis of financial statements to specialist topics such as related party transactions and Accounting for Charities. Pam also has a lot of experience training non-finance orientated professionals such as solicitors and corporate financiers in the use of Financial Statements.  She is the principal contributing author of Croner’s Financial Accounting: Essential Practice
   
Jo Sales Joanna Sales is the technical and training manager at Chantrey Vellacott DFK.  Before joining Chantrey Vellacott she was an Auditor for an International top 4 accountancy firm and an Accounting and Auditing lecturer at a UK university.  Jo prepares and presents training courses for both industry and practice audiences and specialises in providing technical updates within the accounting and auditing forum. She is also closely involved with the professional and examination training of the firm's students.
   
John Selwood is a Chartered Accountant and independent training consultant. He lectures on money laundering, auditing and financial reporting. He also writes technical material for publishers. Previously, he has been the Technical Partner for a top 30 firm of accountants and Head of CharterGroup the accountancy network. John is also Finance Director of Passion of the Planet Ltd a group of digital radio broadcasting companies.
   
Janet Taylor is a partner at Taylor Mowbray LLP. She spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. A highly experienced presenter, Janet provides relevant and practical training on a number of financial issues for lawyers.  She is also a regular presenter of Solicitors’ Accounts Rules training to a wide range of accounting and law firms through in-house and public seminars. Clients have included several major international and national law firms as well as reporting accountants. Janet is also a committee member of the ICAEW’s Solicitors Special Interest Group.
   
Bill Telford qualified with an international practice, and has spent more than 30 years in technical and training roles within the profession. He joined Baker Tilly as National Training Director in July 2000 and became a partner in March 2007. In September 2010 he became a freelance lectuer and training consultant whilst remaining a consultant with Baker Tilly. He is well known as an entertaining and authoritative lecturer, able to make auditing and financial reporting both practical and interesting, and relevant to the small and medium sized firm. Bill joined ICAEW Council in June 2005, representing SESCA and is was SESCA President in 2007.
   
Peter Thatcher has been involved in training and consultancy for over 20 years and now heads up Aptus Personal Development Consultants. He specialises in writing and presenting technical updates to managers and partners of national and international firms of accountants, finance and managing directors of owner managed and listed companies and accountants at the Financial Services Authority. These updates cover all recent developments in UK and international financial reporting, auditing and corporate governance. In addition to presenting technical updates, Peter also writes and delivers financial analysis and personal skills programmes for a range of blue chip and private companies. Peter also acts as a coach and mentor to individual partners, directors and senior managers in professional services firms and large companies.
   
Picture of Speaker Bob Trunchion is head of tax training in MacIntyre Advisory Services (MAS). He splits his time between consultancy within the professional firm of MacIntyre Hudson LLP and his role in meeting the training demands in the area of tax for both solicitors and accountants. He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. He is also a specialist in a number of industries or niches such as solicitors, farmers and the medical profession.
   
Picture of Speaker Mike Ulrich, a training consultant presents courses on a wide range of topics. His experience includes training director of a top 20 practice and part-time lecturer in accounting at a London University . He also has his own practice and assists another with audit and accounting assignments.
   
Picture of Speaker Mark Ward is a partner of the the Professional Training Partnership Since 1993 he has lectured on a wide variety of tax matters to ATT/ATII and accountancy students. He has also lectured to qualified practitioners on general tax updates and specialist topics.
   
Picture of Speaker Dean Wootten has been involved in tax training since 1994 and lectures throughout the UK on a wide variety of tax matters.  After qualifying in 1988 he spent a number of years in practice, including over five years at partner level. The experience gained whilst in practice enables him to focus his lecturing on the practical aspects of the issues presented. Together with Chris Jones, Dean was a founder director of Online Tutors Limited, a company specialising in providing online CPD tax training. The company has been trading since 1999 and is responsible for the tax and accounting CPE update service at www.tolleyseminars.com, the tax learning product Tolley’s Tax Tutor and the quarterly Tolley’s VAT Update.

 

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