This bundle is part of The Accounting & Tax Summit 2026.
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CPD Course Speaker
Calathea Solutions Ltd
Lucy Brown
After initially working in a range of bookkeeping and accounting roles, Lucy took up a role in a team administering the £17 billion pension fund of one of the Top 3 UK banks. Later moving on to a project working with an international partner to scope a new pensions administration system. This work drew on expertise in:
• Workflow Management
• Process mapping
• Systems design
• Test design and implementation
• Interpretation of scheme rules and legislation
After a career break, Lucy went into practice as a bookkeeper, growing and developing a successful bookkeeping practice that she then sold. Whilst in practice as a bookkeeper, Lucy developed and implemented policy and processes to ensure that the business was compliant with all legislative requirements, including Anti Money Laundering legislation.
Having successfully sold the business, Lucy worked for one of the supervisory bodies supporting members to meet their legislative obligations and satisfy professional standards. In this role Lucy provided training, worked to raise awareness, and provided advice to a wide variety of members – alongside overseeing the mandatory penalty regime and developing an independent appeals process.
• Workflow Management
• Process mapping
• Systems design
• Test design and implementation
• Interpretation of scheme rules and legislation
After a career break, Lucy went into practice as a bookkeeper, growing and developing a successful bookkeeping practice that she then sold. Whilst in practice as a bookkeeper, Lucy developed and implemented policy and processes to ensure that the business was compliant with all legislative requirements, including Anti Money Laundering legislation.
Having successfully sold the business, Lucy worked for one of the supervisory bodies supporting members to meet their legislative obligations and satisfy professional standards. In this role Lucy provided training, worked to raise awareness, and provided advice to a wide variety of members – alongside overseeing the mandatory penalty regime and developing an independent appeals process.
Sustainability Consultant at Acclaro
Jose Antonio Hopkins
I’m a Chartered Accountant, Sustainability Consultant, Lecturer, and Speaker with international experience helping finance and audit teams integrate sustainability and climate risk into business strategy, risk, and reporting, with a strong focus on ISSB, TNFD, UK-CFD, and CSRD readiness.
After senior roles at KPMG and MHA (Baker Tilly UK), I now work independently, supporting businesses to turn sustainability frameworks into practical, credible tools for audit readiness, risk assessments, and long-term value creation. I’ve presented at venues including ExCeL London and the House of Lords, sharing practical insights on climate risk, strategy, and reporting.
Alongside my technical work, I also advocate for wellbeing and high performance in the profession, sharing my own journey of rebuilding energy and resilience through mindset, weightlifting, and cellular health.
After senior roles at KPMG and MHA (Baker Tilly UK), I now work independently, supporting businesses to turn sustainability frameworks into practical, credible tools for audit readiness, risk assessments, and long-term value creation. I’ve presented at venues including ExCeL London and the House of Lords, sharing practical insights on climate risk, strategy, and reporting.
Alongside my technical work, I also advocate for wellbeing and high performance in the profession, sharing my own journey of rebuilding energy and resilience through mindset, weightlifting, and cellular health.
Company Law Solicitor
David Impey
David Impey is a company law solicitor, professional services marketer, writer, and lecturer. His specialities include company law, professional services marketing, strategic planning and implementation, and interactive e-marketing.
As well as specialising in company law, David also works with law firms and other law businesses, helping them with strategy, and marketing, and majoring particularly on overcoming barriers to implementation of strategic and marketing plans and tactics
From 2008 to 2014, he led and worked on a major project for the UK Intellectual Property Office, through Atom Content Marketing (formerly BHP), building and developing an online IP HealthCheck resource that helps small and medium-sized businesses to identify, protect and commercially exploit their intellectual property.
He also worked in-house for 14 fun and profitable years for leading services provider Jordans, becoming Marketing Director responsible for developing, managing and marketing its service and product range. Particularly, he led significant projects to commoditise UK and overseas ‘factory’ professional services and promote them into the UK and other legal markets.
David lectures in the UK and overseas on both UK company law and professional services firm strategy and marketing.
As well as specialising in company law, David also works with law firms and other law businesses, helping them with strategy, and marketing, and majoring particularly on overcoming barriers to implementation of strategic and marketing plans and tactics
From 2008 to 2014, he led and worked on a major project for the UK Intellectual Property Office, through Atom Content Marketing (formerly BHP), building and developing an online IP HealthCheck resource that helps small and medium-sized businesses to identify, protect and commercially exploit their intellectual property.
He also worked in-house for 14 fun and profitable years for leading services provider Jordans, becoming Marketing Director responsible for developing, managing and marketing its service and product range. Particularly, he led significant projects to commoditise UK and overseas ‘factory’ professional services and promote them into the UK and other legal markets.
David lectures in the UK and overseas on both UK company law and professional services firm strategy and marketing.
Technical Executive
Lungi Sepotokele
Lungi trained with PwC in Johannesburg and specialised in external audit of mining companies. She completed part of her training as an academic at Wits University where she completed her Master of Commerce degree. Lungi has worked in external audit in Canada as an audit senior and Ireland as an audit manager.
Outside of her accounting qualifications Lungi is a hobby baker who volunteers by baking for the homeless in Dublin City
Outside of her accounting qualifications Lungi is a hobby baker who volunteers by baking for the homeless in Dublin City