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MEET THE SPEAKERS
LAUREN LINDSAY MARC TRUP MARK MCNEE
RESOURCING PARTNER, ACCA CEO, ARTHUR ONLINE BUSINESS DEVELOPMENT MANAGER, INTUIT
QUICKBOOKS
Strathclyde graduate, Lauren Lindsay, has After selling his business to BUPA in 1998,
specialised in accountancy and finance Marc started investing in rental properties Mark’s role as a Business Development
recruitment for the last 6 years. Author in London. Over the next 15 years Marc grew Manager at Intuit QuickBooks is to help firms
of two books, and previous contributing his portfolio to over 85 properties. Although understand the benefits of cloud accounting,
writer for Fox Business News and it was a successful venture, self-managing what they need to do and how Intuit can
Recruiter.com, Lauren is passionate about his portfolio became increasingly difficult as help. With experience both firm side and
engaging and empowering millennials the portfolio grew. So being a technology software side, working with two contractor
in the workplace. Currently Resourcing entrepreneur, he built Arthur Online to accountancy firms before joining QuickBooks,
Partner for ACCA, she believes optimising make not only his life easier, but also that of Mark has a wealth of knowledge to help
generational talent is fundamental to other property professionals. show you and your practice how you can
modern business success. benefit from cloud software
MARTIN BISSETT MAX MARCUS MIKE PAGE
FOUNDER, USP COUNTRY MANAGER, HUBDOC HEAD OF PRODUCT MANAGEMENT &
CUSTOMER EXPERIENCE, MYFIRMSAPP
In the last 5 years Martin has: 1.
Authored 11 books including Passport Max is the country manager of Hubdoc’s A qualified accountant who has worked
to Partnership, content from which has UK office, where he focuses on helping in practice and spent more than 15 years
been adopted into the curriculum of AAT advisors automate the bookkeeping in the software industry. Mike is passionate
Level 3 courses, and taught in selected process. He’s been working with cloud about delivering solutions that provide
UK colleges and US CPA Societies. 2. accountants since 2016 as a customer value to customers and he has a successful
Spoken to audiences from over 40 success manager and onboarding track record of delivering flagship software
nations on 4 continents. 3. Been retained specialist. Prior to that, Max obtained and services for the likes of Sage, Iris and
by Accountingweb as a judge of their his MBA from the Rotman School Advanced. Mike and his team are responsible
prestigious practice excellence awards of Management at the University of for our product direction and dedicated to
for three years in a row. Toronto. developing a first class customer experience.
NICKY WILKINS NIGEL HOLMES PAUL SURTEES
HEAD OF CUSTOMER ENGAGEMENT, SENIOR TAX SPECIALIST, CATAX MANAGING DIRECTOR & CO-FOUNDER,
BLUQUBE Nigel qualified as a Chartered CAPITALISE
At financial software provider bluQube, Accountant in 1994 and as a Chartered Paul Surtees is managing director &
Nicky heads up the Customer Tax Adviser in 1998, with a focus on co-founder of Capitalise.com. With over
Engagement team, regularly keeping helping businesses claim Research & 1,000 accounting firms utilising the
in touch with customers, offering Development tax relief. With over 18 platform, Capitalise is the largest advisor
consultancy on how technology years’ experience and now Senior Tax led funding platform in the UK. Before
can improve information workflow, Specialist at Catax Group, Nigel advises starting Capitalise, Paul served as an
reporting and decision making. Away companies to uncover significant tax executive director at Goldman Sachs
from the office Nicky enjoys working relief and tax refunds from their work. where he headed a sales team focusing
in the theatre both acting and fight He was nominee for Tolley’s Taxation, on bank trading desks and corporate
directing. Tax Writer of the Year Award 2017. treasuries.
REBECCA HUTTON RORY LANE SARJUL PATEL
STAKEHOLDER LEAD, HMRC NEW PARTNER CONSULTANT, RECEIPT BANK SENIOR TAX MANAGER, US TAX & FINANCIAL
SERVICES LTD
Rebecca has significant VAT experience Rory Lane is an experienced cloud Sarjul has over 15 years’ experience in
having worked in Wealthy and Mid Size advisor, specialising in process mapping, US/UK taxation. He started his career
specialism for several years, as well as analysis and optimisation to increase in tax at Frank Hirth Plc, joining the
being the Business Lead in that field for efficiency and growth. As a Receipt Graduate Programme. Sarjul spent
Central Scotland. She has also extensive Bank New Partner Consultant, Rory nine years at Frank Hirth progressing
experience of Corporation Tax. Now helps firms of all sizes implement new to tax manager in the final two years.
leads the team helping raise awareness technology processes and advises on He has developed a breadth of US tax
and encouraging preparedness in digital transformation. experience in individual, corporate and
advance of MTD VAT mandation in April trust taxation.
2019.
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2018
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