Bundle Includes
Here are all the courses that are included in your bundle.
Day 1 - Tuesday, 22nd of September
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All Courses
HMRC Enquiries and Trusts
2 Lessons
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All Courses
Self-Assessment Tips and Traps
2 Lessons
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All Courses
EIS, SEIS & Other Tax Favoured Investments - The Pitfalls for Companies and Investors
2 Lessons
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All Courses
From First Submission to First Tax Return: Your MTD Roadmap
2 Lessons
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All Courses
EOTs - Back to Basics
2 Lessons
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All Courses
Preparing for Mandatory Payrolling of Benefits: What You Need to Know
2 Lessons
Day 2 - 23rd of September
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All Courses, Law & Regulation and Compliance
Mastering Deferred and Earn‑Out Consideration: What Every Accountant Needs to Know
2 Lessons
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All Courses, Law & Regulation and Compliance
The Many Guises of Money Laundering
2 Lessons
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All Courses, Financial Reporting
FRS 102 Leases: 2026 Implementation Toolkit
2 Lessons
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All Courses, Corporate Finance and Investment
A Date With One Angry Karma: Global Markets in a Historical Bubble Territory
2 Lessons
Free Bonus Sessions
For CPD Cub members and those that purchase this bundle
Day 3 - 24th of September
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All Courses
AI for Practice Accountants: From Invoice to Working Papers
2 Lessons
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All Courses
Is It Actually Safe? AI Security for Accountancy Firms
2 Lessons
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All Courses, Technology
Artificial Intelligence Working with Cryptocurrency and Digital Asset
1 Lessons
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All Courses
Surviving Tax Season Without Sacrificing Your Sanity
2 Lessons
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All Courses, HR
The New Landscape of Dismissal Protection: A Seismic Shift in 2027
2 Lessons
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All Courses
PRACTICE GROWTH: How to Build a Profitable, Scalable Accounting Practice
2 Lessons
CPD Course Speakers
Day 1
Saffery
Victoria Baguley-Wood
Victoria is a Tax Director at Saffery. She is a private client tax specialist who advises HNW and UHNW individuals as well as their trustees and family offices. Having been called to the Bar in England and Wales in 2017, she worked as UK Tax Counsel for an international trust company and then a law firm, before joining Saffery and is able to draw upon these experiences when advising her clients. She studied her MSc in Taxation at the University of Oxford and is a qualified Chartered Tax Adviser. She is currently working towards her PhD in Tax Law at the University of Edinburgh.
ATT - Technical Officer
Helen Thornley
Helen is a technical officer with the Association of Taxation Technicians (ATT) where her role includes looking at the latest changes in tax policy and working with HMRC on developments and improvements to their systems and processes.
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, and Taxation magazine. Helen has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian.
Helen is a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, and Taxation magazine. Helen has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian.
Helen is a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
Ros Martin Taxation Consultant and Lecturer
Ros Martin
Ros Martin CTA is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. She was an Inland Revenue fully trained Inspector until 2000 when she left to become a consultant advising on tax planning for large and small businesses and individuals as well as dealing with full and aspect enquiry work.
Her clients are mainly small and medium sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.
Her clients are mainly small and medium sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.
SJCM Accountancy
Sam Mitcham
Sam is the founder of SJCM Accountancy, a modern accountancy firm focused on Balancing Technology with Humanity.
Sam is an AAT Licensed Accountant with 20 years' experience and is passionate about helping small business owners embrace technology, understand their numbers, and make informed decisions.
Sam is a passionate advocate for the accountancy profession who regularly speaks at conferences as well as hosting webinars, sharing practical insights and real-world experience with fellow accountants.
Sam is an AAT Licensed Accountant with 20 years' experience and is passionate about helping small business owners embrace technology, understand their numbers, and make informed decisions.
Sam is a passionate advocate for the accountancy profession who regularly speaks at conferences as well as hosting webinars, sharing practical insights and real-world experience with fellow accountants.
Wilson Partners Limited
Makayla Combes
Makayla is Tax Associate Director at Wilson Partners Limited, working closely with clients on a wide range of Corporate and International tax areas, including M&A transactions, restructuring, international tax matters such as transfer pricing, EOTs and group tax compliance.
Outside of her day-to-day role, Makayla is also Chair of the CIOT/ATT Future of Tax Professionals committee, working to support the next generation of tax advisors to build skills and resources to support their careers in tax.
Outside of her day-to-day role, Makayla is also Chair of the CIOT/ATT Future of Tax Professionals committee, working to support the next generation of tax advisors to build skills and resources to support their careers in tax.
Aspiring Training Limited
Alexandra Durrant
Alexandra Durrant is a chartered accountant and trainer. Until very recently she ran a practice in East Grinstead, providing audit, tax and accounting services to clients including payroll services and payroll/NIC advice. She is now focusing her time on training and consultancy through Aspiring Training Limited.
Alexandra has been involved in training since 1993 and regularly lectures to accounting practices and for training organisations. Her lectures cover payroll, national insurance and related employment issues as well as on benefits and expenses and forms P11D
Alexandra has been involved in training since 1993 and regularly lectures to accounting practices and for training organisations. Her lectures cover payroll, national insurance and related employment issues as well as on benefits and expenses and forms P11D
Day 2
AY Business Law
Aly Young
Aly Young is a solicitor with 30 years’ experience of advising companies on legal issues.
She has previously worked as a GC in Plc’s and traditional law firms, also as a consultant. Since 2022 she has run her own law firm specializing in helping business owners prepare for and complete an exit strategy. Particularly focusing on exit through sale. She regularly delivers training sessions to business owners, finance, procurement and sales teams and fellow legal and other professionals, covering a wide range of business law issues.
Recognised for her ability to find simple solutions to apparently complex problems and is known for her no-nonsense approach.
She has previously worked as a GC in Plc’s and traditional law firms, also as a consultant. Since 2022 she has run her own law firm specializing in helping business owners prepare for and complete an exit strategy. Particularly focusing on exit through sale. She regularly delivers training sessions to business owners, finance, procurement and sales teams and fellow legal and other professionals, covering a wide range of business law issues.
Recognised for her ability to find simple solutions to apparently complex problems and is known for her no-nonsense approach.
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
ATT - Director of Public Policy
Emma Rawson
Emma Rawson is Director of Public Policy at the Association of Taxation Technicians (ATT), leading their tax technical and professional standards work. Her focus is on emerging tax policy, and she works closely with HMRC and the Treasury. She also strongly believes in sharing her knowledge about and love of tax with others. Whether that’s members of the accounting and tax profession through articles and talks, or the general public through media work and school visits.
Emma frequently contributes articles on topical tax issues to leading tax and accountancy publications. She has presented talks and webinars around the country, as well as appearing on BBC radio and television to discuss tax issues and providing oral evidence to committees of both the House of Lords and House of Commons.
Emma is a member of the Association of Taxation Technicians (ATT) and Chartered Institute of Taxation (CIOT), and a Fellow of the Institute of Chartered Accountants of England and Wales (ICAEW).
In 2026 she was awarded an OBE in the King’s Birthday Honours List in recognition of her contributions to the tax profession. She also received the ‘Outstanding Contribution by an Individual’ award at the 2026 Tolley’s Taxation Awards and the ‘John Stokdyk Outstanding Achievement Award’ at the 2026 Accounting Excellence Awards.
Emma frequently contributes articles on topical tax issues to leading tax and accountancy publications. She has presented talks and webinars around the country, as well as appearing on BBC radio and television to discuss tax issues and providing oral evidence to committees of both the House of Lords and House of Commons.
Emma is a member of the Association of Taxation Technicians (ATT) and Chartered Institute of Taxation (CIOT), and a Fellow of the Institute of Chartered Accountants of England and Wales (ICAEW).
In 2026 she was awarded an OBE in the King’s Birthday Honours List in recognition of her contributions to the tax profession. She also received the ‘Outstanding Contribution by an Individual’ award at the 2026 Tolley’s Taxation Awards and the ‘John Stokdyk Outstanding Achievement Award’ at the 2026 Accounting Excellence Awards.
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.
OmniPro Strategic Solutions
Lindsay Webber
As a head of Strategic Solutions at OmniPro, Lindsay’s focus is on helping practices achieve on-going best practice compliance, providing in-house training and technical assistance in audit and financial reporting.
Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.
Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.
Rubli Solutions Limited
Christo Kritzinger
Christo is the CTO and co-founder of Rubli, a lease accounting platform helping companies comply with standards such as IFRS 16, FRS 102 and ASC 842. He has 14 years’ experience in financial services and has spent the past 11 years building SaaS products. Christo combines accounting, software and product experience to help finance teams manage complex lease accounting requirements in a more practical and efficient way.
Rubli Solutions Limited
Marius Olivier
Marius Olivier, CA(SA), is a Chartered Accountant and former PwC Audit Manager with more than five years’ experience at Rubli. He helps organisations implement lease accounting software and supports clients with the practical challenges of IFRS 16, FRS 102 and ASC 842.
With a background in audit and hands-on lease accounting implementation, Marius helps finance teams move from complex accounting requirements to clear, reliable processes for compliance and reporting.
Trinity Business School – Trinity College
Constantin Gurdgiev
Constantin Gurdgiev is the Associate Professor of Finance with University of Northern Colorado (USA) and an Adjunct Professor of Finance with Trinity Business School, Trinity College Dublin (Ireland, since 2000). His expertise and research are concentrated in the fields of investment markets, and geopolitical and macroeconomic risk, uncertainty and complexity analysis. Professor Gurdgiev advises a range of institutional and professional clients in the areas of macro and political risks and uncertainty analysis through his consulting practice, www.macroview.eu.
Professor Gurdgiev is a co-Founder and the Board Member of two charities working with the issues of financial empowerment in Europe and a Chairman of the Board of the Irish Mortgage Holders Organisation (https://www.mortgageholders.ie/).
In the past, Professor Gurdgiev served as Associate Professor of Finance with Middlebury College (MIIS, California, USA), the Head of Research and Partner with St Columbanus AG (Switzerland), the Head of Macroeconomics with the Institute for Business Value, IBM (U.S.), and the Director of Research with NCB Stockbrokers, Ltd (Ireland).
Professor Gurdgiev regularly contributes to a range of international financial publications, including the The Currency, International Banker, Euromoney, and other.
Professor Gurdgiev received his PhD in macroeconomics and finance from Trinity College Dublin. He and his family are currently residing in Fort Collins, Colorado, USA and Dublin, Ireland.
Professor Gurdgiev is a co-Founder and the Board Member of two charities working with the issues of financial empowerment in Europe and a Chairman of the Board of the Irish Mortgage Holders Organisation (https://www.mortgageholders.ie/).
In the past, Professor Gurdgiev served as Associate Professor of Finance with Middlebury College (MIIS, California, USA), the Head of Research and Partner with St Columbanus AG (Switzerland), the Head of Macroeconomics with the Institute for Business Value, IBM (U.S.), and the Director of Research with NCB Stockbrokers, Ltd (Ireland).
Professor Gurdgiev regularly contributes to a range of international financial publications, including the The Currency, International Banker, Euromoney, and other.
Professor Gurdgiev received his PhD in macroeconomics and finance from Trinity College Dublin. He and his family are currently residing in Fort Collins, Colorado, USA and Dublin, Ireland.
Cyber Resilience Centre for London
Richard Morrison-Butcher
Richard brings more than 18 years of experience in UK policing, specialising in cybercrime investigation, fraud, digital forensics, and complex case management.
He has held national coordination roles and is a recent graduate of both the College of Policing’s Fast-Track Leadership Programme and an Information Security postgraduate.
Alongside his policing expertise, Richard brings private sector experience from running his own SME, giving him a unique understanding of the challenges and opportunities facing London’s business community.
Companies House
Sarah Whitehead
Sarah joined the Civil Service as a patent examiner at the Intellectual Property Office (IPO) in 2009. Since then, she has held a variety of policy and operational roles at the IPO, before joining Companies House as Director of Strategy, Policy and External Communications in July 2023.
Sarah has experience of domestic legislation, international, trade and innovation policy. In 2019 she was chair of the WIPO Standing Committee on the Law of Patents. Prior to her current role at Companies House, Sarah was Acting Director of Business and International Policy at the IPO and Deputy Director for Customer Experience within the IPO’s Business Operations Division.
Sarah holds a Masters in Biochemistry from the University of Bath and a PhD from the University of Manchester.
Sarah has experience of domestic legislation, international, trade and innovation policy. In 2019 she was chair of the WIPO Standing Committee on the Law of Patents. Prior to her current role at Companies House, Sarah was Acting Director of Business and International Policy at the IPO and Deputy Director for Customer Experience within the IPO’s Business Operations Division.
Sarah holds a Masters in Biochemistry from the University of Bath and a PhD from the University of Manchester.
Day 3
Briefcase
Sam Methold
Sam Methold ACA is on the founding team at Briefcase, an AI accounting platform for bookkeeping, financial close and working papers. As a chartered accountant, he spent five years at Deloitte, first in Large & Complex Audit and then as an AI Product Manager, where he led the firm's global disclosure checklist assistant and built the evals that made it trustworthy. Having lived the grind of audit season and shipped AI into a regulated environment, he now works with UK firms to deliver AI transformation at a practice level.
AIccountancy
Billie Mcloughlin
Billie Mcloughlin FCCA is the founder of AIccountancy, the self-serve training hub where accountants and bookkeepers can learn AI and build real confidence at their own pace.
With 13 years in professional practice and several more in consulting, she has seen first-hand what it actually takes to get a firm to change.
Known for her weekly FridAI series, where she sifts through the AI headlines and pulls out what genuinely matters for accountants and bookkeepers, Billie has become the go-to voice for firms who want to move forward without the overwhelm. She shows up with demos, real examples, and advice you can actually use.
Founder & CEO - Your Crypto Coach
Alan Sellers
Alan Sellers has been an accredited Executive Coach for 26 years, helping practices in the financial and legal sectors succeed. He is an established blockchain and digital asset influencer. Alan is the official blockchain and crypto specialist for the London Chamber of Commerce, and the only cryptocurrency and blockchain expert on the Institute of Directors Fintech and Finance Group.
His TikTok account provides educational content about cryptocurrency and has over 3.7m views.
As Founder of Your Crypto Coach Limited Alan’s vision is to educate as many people as possible about the exciting world of blockchain and crypto in a ‘sound, practical and safe’ way.
“Blockchain is how the internet was 30 years ago. I’m not sure people realise what an enormous impact this amazing technology will have on all aspects of their lives. I’ve made it my mission to educate them in a safe and secure way”
The Police Burnout Coach
Jonny Bevan
I help high-achieving, self-critical perfectionists in demanding, high-pressure roles reduce stress, eliminate overwhelm, and regain control—so they can make confident decisions, perform under pressure, and feel truly fulfilled without sacrificing their health or family life.
Element Law
Kate Lawson
Kate is an experienced employment solicitor, having qualified in 2001. She has been assisting employers and employees with a wide range of employment law and HR issues since qualification.
Kate completed her Bachelor of Arts degree in South Africa, at the University of Natal, before obtaining her post-graduate legal qualifications in England at Guildhall University (Post Graduate Diploma in Law with Commendation) and BPP Law School (Diploma in Legal Practice with Distinction). She was admitted as a solicitor in October 2001 following a training contract at Clarkson Wright & Jakes.
Kate worked at Cripps in Tunbridge Wells where she served as an Associate Solicitor. She lectured and tutored on the Legal Practice Diploma at BPP Law School on Business Law and Practice and Employment Law, before moving to ThomasMansfield boutique employment firm as Head of their London office, where she was promoted to Partner.
Kate has been a Director of Element Law since 2012.
Kate focuses solely on employment and HR law and related issues, acting for both businesses and employees, and contentious and non-contentious work. This gives her a useful and balanced insight into the key priorities and objectives from each perspective.
The focus of her work is as trusted adviser to SMEs, including a number of professional partnerships and not for profit organisations. Her clients include patent attorneys and national charities. She supports her clients on a day-to-day providing practical, commercial advice on a range of areas from grievance and disciplinary matters to family friendly leave arrangements to business mergers and acquisitions and redundancy consultations to employment tribunal claims.
Kate also provides regular practical HR and management training for her clients on a range of topics from 2 to 3 hours introductory level to full day analysis of more complex processes. Kate speaks at events and on podcasts for organisations including at the House of Commons on Menopause and the workplace, and for the Society of Occupational Medicine on Reasonable adjustments and Neurodiversity.
Bev Flanagan Financial Ltd
Bev Flanagan
Bev is a multi award winning accountant that has been in the accounting profession for 28 years.
She founded and grew a 100% cloud accounting practice and successfully sold in the summer of 2022.
She is very passionate about the accounting industry and now is a consultant to other accountants and bookkeepers to help them realise the potential in their practice ready for exit. Whether their exit be in the next 12 months, in the next 10 years or even 30 years! But every single practice owner will exit at some point and Bev believes that a business should be running right now with the exit in mind, so it’s always at it’s highest profitability and saleable asset value.
She is also an elected council member, director and trustee of the AAT.