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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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