Do you want to:

  • Attend a conference unlike any accountant’s conference?
  • Hear from Accountants in practice who will be sharing the secrets of their
  • own successes?
  • Learn about proven ideas that you can take back and implement in your practice?
  • Find out more about the latest technology and tools for the industry?
  • Earn 8 hours of CPD?
08:30 - 09:00 Registration -
09:00 - 09:15 Introduction Shane Lukas
09:15 - 10:30

AVN Award Winners

Steve will be sharing the stage with this year's AVN Award Winners to discuss their entries and talk about how the changes they have implemented in their practices have helped to transform their lives, and the lives of their clients.

Steve Pipe
10:30 - 10:50 Happiness Shonette Bason
10:50 - 11:20 Break -
11:20 - 11:40 Built to Last Shane Lukas
11:40 - 12:00

To Start You Need to Stop

Val will be sharing with you how she gained the clarity she needed to stop being miserable and start taking control of her business and her life. She will be discussing how since joining AVN her business has transformed and she now has the time and money to do the things she wants to do.Val asks the question - What do you need to stop doing so that you can start to have the business you want and the life you deserve?

Val Wishart
12:00 - 12:20

Attracting the right client

Patrick will explain why the vast majority of marketing advice for accountants wastes your time, money and energy.He will show you how to stop downward fee pressure, repulse bad clients and identify and attract those joy to work with, premium fee-payers.Most importantly of all, he’ll talk you through the single, simple principal to transform your perspective, bank balance and career satisfaction, on your own terms.

Patrick McLoughlin
12:20 - 12:40

Presenting Value

It's a skill you all have within you...whether you know it or not!

Emma Slack
12:40 - 13:50 Lunch -
13:50 - 14:00 Awards Presentation Shane Lukas
14:00 - 14:20 Built to Last - Part 2 Shane Lukas
14:20 - 14:50

Sustainability with Purpose - how to change clients lives forever

It’s easy to forget that as accountants we have the power to make a dramatic difference to our clients’ lives. But it does mean we need a slight change in mindset - away from compliance and more to empower clients to interpret their numbers to run a better business. Gloria will talk you through the major changes she has made to help her clients and how she focuses on the client not the numbers.

Gloria Murray
14:50 - 15:10

The single most important thing I have learned in the last 20 years

After 20 years working with and studying thousands of the world’s best accountancy practices, sharing insights with the profession’s leaders and gurus, reading hundreds of books and research reports (and writing many too), Steve will distil everything down into one surprising key message. A message that will change your business, your life and your world… forever.

Steve Pipe
15:10 - 15:30 AVN Excellence Michael Hemme
15:30 - 16:00 Break -
16:00 - 16:55


Having helped to develop Virgin Atlantic and through working with a number of other big businesses, Will was involved in taking Purple Bricks PLC from a start up with no customers into the massive business it is now.  He will be sharing with us the importance of small businesses having an accountant on the management team, and how you, as an accountant can best help your clients to grow and develop by fulfilling this role.

Will Whitehorn
16:55 - 17:00 Closing comments Shane Lukas




Will Whitehorn is non executive director or Chair of several public and private companies including Purplebricks Group PLC, GVC Holdings PLC, Stagecoach Group PLC, the Glasgow SEC /SSEHydro, The Scottish Gallery and Clyde Space Limited, the UKs leading space satellite manufacturer, which was recently acquired in a groundbreaking £30 million by AAC Microtec. He has now joined their board.

Having learned to fly as a 16 year old RAF cadet and completing an MA Hons at Aberdeen University, he has spent substantially all his working life in the transport and technology industries. Starting out as a helicopter crewman in the North Sea Oil Industry, he went on to become a graduate trainee with Thomas Cook and eventually joined Virgin in 1986 where he established a career as Sir Richard Branson’s corporate affairs advisor and brand development director for the group globally.

He helped develop Virgin Atlantic, Virgin Trains and Virgin Media as businesses and went onto become the first President of Virgin Galactic taking the business from a dream to reality. In 2010 he left Virgin to embark on a non exec career and was a founder shareholder in Purplebricks Group PLC.

He is a Fellow of The Royal Aeronautical Society and the Marketing Society and Vice President of The Chartered Institute of Logistics and Transport having been President in 2016. He holds the Royal Aeronautical Society’s prestigious Geoffrey Pardoe Space Award for services to the industry.

He describes his hobbies as everything that moves and he is a keen scuba diver, skier, shot, classic car restorer and hill walker.


Shane Lukas has worked with over a thousand accountancy practices over a 20 year period; developing powerful tools and resources that have successfully helped accountants’ average client fees progress from 3 figure averages to 5 figure averages.

He is an Amazon No1 Best Selling Author, inspiring speaker and a disruptive thinker within the Accountancy profession.

During the last few years Shane’s focus has been in training and coaching accountants as well as strategically developing AVN as a business which delivers training, expert practice growth advice, practice systems and resources.


Officially the world’s most highly rated advisor to accountants, Steve is a Chartered Accountant, best-selling author, dynamic speaker, and proud founder of AVN.

His 2016 book, “The world’s most inspiring accountants”, has been described as a “masterpiece”, “ground-breaking” and “desperately needed”.

His other books include “Your blueprint for a better accountancy practice”, “The UK’s best accountancy practices”, “Stress proof your business and your life” and “Better business, Better life, Better world.”


I help business owners focus on the truth of their business, where it is and how best to move it forward. I put business owners in control, by helping them clarify what they want, examine the numbers, systemise their businesses and drive them towards the success they desire.

This can be summed up as clarity for business owners to inspire decisive action.

I’m a Chartered Certified Accountant – and I offer so much more than that, too. My skills sets, enthusiasm and drive provide clients with an approach that goes above and beyond what they might expect from their accountant.


Gloria started Murray Associates in 1998 to help small and micro business owners understand their finances and grow their business. As she had worked in a variety of business fields before she became an accountant she realised there was a gap in the market for accountants with real life business knowledge and that many business owners wanted more from their accountant than just a set of accounts and a tax return.

She runs mentoring programmes helping business owners become entrepreneurs.

The practice has won several awards including in 2017 AVN’s Changing Lives and the 2020 Group’s Most Innovative Business Adviser.


Val Wishart is the owner of Beyond the Numbers, a firm of Chartered Accountants and business advisers in Edinburgh.

Her “Why” is helping business owners to achieve their dreams, goals and ambitions and her own goal is to de-mystify the numbers so that clients get past the fear and understand how to use information to make better decisions.

Beyond the Numbers isn’t just a name, it’s a way of thinking, behaving and doing


Patrick has spent the last 20-years helping accountancy firms grow, through attracting more of their ideal clients.

He has a unique understanding of how clients perceive and value their accountants.  His team, at Accounting for Growth, talk to hundreds of business owners every week about their relationships with their accountants.

He is regularly quoted in the press, including The European, and the Times, and writes on practice growth for Accounting Today and Accounting Technician magazines.

Patrick also owns and runs the LinkedIn group: ‘Marketing Professional Services’ with over 12,000 members worldwide.

AccountancyManager is a web-based CRM, designed specifically for accountants, bookkeepers and payroll businesses. It’s been built to help you manage your clients, staff and workload.

Preloaded with a variety of templates all you need to do to start using AM is import your clients using our simple Excel spreadsheet.

Our Mission statement is to provide a seamlessly integrated solution across multiple accounting and filling software, with an aim to “reduce the administration time to zero”.

Corient Business Solutions Limited was formed in 2011 with an aim to Enable Practices to be Future Firms. Corient provides outsourcing / off-sourcing services to Proactive Accountants which include the following:

  • Book Keeping
  • Management Accounting
  • Customised Dashboards and Management Reports including Analytics
  • Payroll
  • Accounts Preparation and Personal Tax

We have offices in Coventry and Mumbai and serve clients across United Kingdom, Ireland and USA.

Corient have been recently shortlisted for the prestigious British Accountancy Awards in “Small Practice Innovation of the Year” category.

Spend less time chasing financial documents, and more time running your practice.

Hubdoc automatically fetches bank statements, bills and receipts from over 150 financial institutions and online vendors; extracts the key data; and publishes accurately coded transactions to your accounting software with source documents attached.

With Hubdoc, bookkeeping has never been so easy.

The ICPA is the natural home for the Accountant is practice

Being in Practice can be rewarding and fulfilling but it can also be daunting and being a small general practice with responsibilities being shouldered by the principal or principals can be even more disconcerting.

This was why the ICPA was formed to provide all the support and backup that practitioners working in this most important sector of the profession needed and to give them a voice that before was seldom heard.

Intuit QuickBooks is committed to powering prosperity around the world for freelancers, small business owners, sole traders and their accountants.  Our innovative cloud accounting software saves time and improves accuracy, so our customers work faster, smarter and more efficiently than ever before.

QuickBooks is the world’s number 1 accounting solution, used by 300k accountants and 2.5m small businesses around the world. It’s also the top-rated online accounting app. QuickBooks Online and QuickBooks Self-Employed make it easy to collaborate with an accountant, while QuickBooks Online Accountant helps firms grow their practice. Join QuickBooks today and transform the way you do business.

Practice Ignition helps accountants and bookkeepers streamline their onboarding process.

With Practice Ignition, you can send digital proposals in minutes to win more clients, faster. Proposals include formatted engagement letters and integrate directly with QBO and Xero for automated invoicing and payment collection.

Using our Zapier integration you can connect with a wide suite of applications, sales & marketing tools to automate your work.

Gain insights into your firm’s growth and profitability with Practice Ignition’s business intelligence dashboard.

Identifying ways to help clients save tax and deliver the service can be very difficult for accountants, especially when many clients believe they are already paying for this service with their compliance fees.

ProActivTax can help you and your team, consistently spot the tax saving opportunities and bridge this Client Expectation Gap. Clients will not only be willing to pay you more fees but also more likely to turn to you first for help.

Let ProActivTax give your tax services a boost, to win more work and help your clients.

Receipt Bank is the easiest way for accountants and bookkeepers to get the data you need from your clients, with no chasing and no data entry.

Our AI-powered data extraction technology helps over 5,000 accountants and bookkeepers worldwide save time, grow faster and increase their profits by automating manual tasks.

Sage is the global market leader for technology that helps businesses of all sizes manage everything from money to people – whether they’re a start-up, scale-up or enterprise. We do this through Sage Business Cloud – the one and only business management solution that customers will ever need, comprising Accounting, Financials, Enterprise Management, People & Payroll and Payments & Banking.

Our mission is to free business builders from the burden of admin, so they can spend more time doing what they love – and we do that every day for three million customers across 23 countries, through our 13,000 colleagues and a network of accountants and partners. We are committed to doing business the right way and giving back to our communities through the Sage Foundation.

Xero is a beautiful, easy-to-use global online platform for small businesses and their advisors. The company has over one million subscribers in more than 180 countries, with more than 300,000 of those in the UK.

Xero seamlessly integrates with more than 600 apps. It was ranked No. 1 by Forbes as the World’s Most Innovative Growth Company for two years running and won Technology Provider of the Year for the British Small Business Awards.

Xero has also won a number of other UK awards, including Practice Software of the Year at the British Accountancy Awards and Payroll Software of the Year at the Institute of Certified Bookkeepers LUCA Awards.


The Gala Dinner will take place on Monday 17th September in the Woodlands Suite at the Belfry Hotel & Resort. The night will begin at 7:00pm and continue until Midnight.

The dress code for the evening is Black Tie so we kindly ask that guests dress appropriately.

As part of our entertainment for the evening we will be having the AVN Casino with a mixture of tables to try during the night. Every Gala Dinner guest will receive starter funds of 20 ‘AVN Pounds’ to get you going and you can buy more casino money on the night with all proceeds going to charity.

The lucky person on the night who wins the most money will receive a special prize at the Conference the following day.


We are absolutely delighted to be able to confirm that Shonette Bason-Wood will be joining us at the Gala Dinner this year!

Shonette is a Guinness World Record Holder, mother of four, International Speaker and award-winning author. She is different in style and content, from her look to her ability to lift an audience to a whole new level of thinking. She has created a positive global community within education in which educators put their own happiness first to impact on the children they work with. Famous for her fine muscle exercise Dough Disco, Shonette works Internationally with over 26 countries with Spread the Happiness Educators.

At a recent Head teachers conference Paul Smith (Head of Quality and Control) said, ‘Shonette, is not outstanding, but sensationally “standing-out”

Her message, performance, political satire and precision timed delivery, smattered with eye watering humour and unrivalled passion truly empower the audience to take hold of their life now and live it.

Her work spans all ages encouraging people to take control of current trends and agendas by focussing on happiness, humour, reality, risk taking, and positivity.

Shonette is not a motivational speaker but an experience. The audience will leave the room, but she will leave a Permission To legacy that every person will benefit from and ripple that has the potential to impact on 1000’s of people.

Shonette will also be joining us during the conference on Tuesday.


Venue: The Belfry Hotel & Resort, Lichfield Road, Wishaw, Sutton Coldfield B76 9PR

The Belfry Hotel & Resort


Gala Dinner:     Monday 17th September 2018        19:00 – Midnight
Conference:    Tuesday 18th September 2018        09:00 – 17:00
Business Clarity Award
Beyond the Numbers Ltd
Practice Differentiation Award
Wood and Disney
Business Advisory Award
Customer Committed Team Award
Consistently High Standards Award
Lewis Ballard
High Profile Practice Award
Lewis Ballard
Changing Lives Award
Murray Associate
Rising Star Award
A huge congratulations to our
2017 Firm of the Year winners