CPDStore

10:00 - 10:50

The Portfolio Size Strategy Behind Our 7-figure Firm

Speaker: Rachel Harris - striveX

In this session Rachel Harris will cover the following topics:

• How to calculate ideal portfolio sizes to protect profit and prevent burnout
• The difference between capacity and pricing issues — and how to spot the signs
• How portfolio structure evolves as your firm grows, and how to plan for change
• Real numbers and real examples from our 750-client, multi-team practice
• How to use portfolio planning to make better hiring and delegation decisions

Course level: Foundation / Intermediate

11:00 - 11:50

Social Media Success: Converting Followers into Clients for Your Accounting Practice

Speaker: Grace Hardy - Hardy Accounting

Join our upcoming webinar Social Media Success: Converting Followers into Clients for Your Accounting Practice to discover how to turn online engagement into real business growth. In today’s digital-first world, many accountants have built social media followings but struggle to translate that attention into paying clients or they struggling starting social media. This webinar addresses that challenge head-on, showing you proven strategies to attract, engage, and convert your ideal audience. You’ll learn how to craft compelling content, use platforms effectively, and implement client-conversion tactics tailored for the accounting profession. By attending, you’ll boost your marketing ROI, enhance your firm's visibility, and ultimately drive more revenue—adding tangible value to both your practice and your clients.

In this session Grace Hardy will cover the following topics:

• Building a Strategic Social Media Presence
Learn how to choose the right platforms, define your niche, and set clear goals to align your social media efforts with your business objectives.
• Creating Content That Builds Trust and Authority
Discover the types of posts and messaging that resonate with potential clients, establish credibility, and showcase your accounting expertise.
• Engagement Strategies That Drive Meaningful Interaction
Explore techniques for increasing engagement with your audience, from responding to comments to initiating conversations that lead to deeper client relationships.
• Turning Followers into Qualified Leads and Clients
Understand how to use calls to action, lead magnets, and landing pages to convert social media interest into booked consultations and paying clients.
• Tracking ROI and Refining Your Strategy
Learn which metrics matter, how to assess performance, and continuously improve your approach to ensure your social media activity supports sustained practice growth.

By attending this session, you will:

• Understand how to strategically use social media to attract your ideal accounting clients.
• Learn what type of content builds trust, showcases your expertise, and positions your firm as the go-to solution.
• Be able to turn followers into real leads and paying clients through proven conversion techniques.
• Gain clarity on how to measure and improve your social media return on investment (ROI).
• Walk away with a clear, actionable plan to elevate your practice’s visibility, credibility, and profitability through smarter social media use.

This session will be of most interest to:

• Accountants looking to grow their client base through modern marketing strategies
• Tax advisers aiming to position themselves as trusted experts online
• Practice owners who want to increase visibility and attract higher-value clients
• Auditors and consultants seeking to build personal or firm-wide brand authority
• Small firm partners or sole practitioners who wear both the marketing and client service hats

Course level: Foundation

12:00 - 12:50

Cryptocurrency and Tax - All You Need to Know About the Latest Regulations

Speaker: Alan Sellers – Your Crypto Coach Ltd

Navigating the evolving landscape of cryptocurrency taxation and regulation in the UK is becoming increasingly crucial for accountants. This webinar provides a comprehensive overview of the key considerations and complexities surrounding crypto, equipping you with the essential knowledge to confidently advise your clients and ensure compliance.

You will gain clarity on the unique challenges posed by cryptocurrency, understand their reporting obligations, and stay ahead of rapidly changing regulations. The surge in cryptocurrency adoption by individuals and businesses has created an urgent need for accountants to possess this specialised expertise.

Alan Sellers will cover the following topics during this webinar:

• Understanding the fundamental principles of cryptocurrency and blockchain technology relevant to accounting and taxation. This includes a regulation update about stablecoins
• Navigating the UK tax implications of various cryptocurrency activities, including trading, mining, and staking,
• Exploring the latest guidance and regulations from HMRC concerning cryptocurrency reporting and compliance.
• Identifying and mitigating potential risks associated with cryptocurrency transactions for both you and your clients.
• Developing practical strategies for advising clients on cryptocurrency tax planning and record-keeping.

By attending this session, you will:

• Understand the core concepts of cryptocurrency and their relevance to accounting practices.
• Identify and apply the relevant UK tax rules to different types of cryptocurrency transactions.
• Stay informed about the current regulatory landscape and anticipate future developments.
• Effectively advise clients on their cryptocurrency tax obligations and compliance requirements.
• Enhance your practice's value by offering specialised expertise in the growing area of cryptocurrency.

This session will be of most interest to: Tax advisors, accountants in practice, finance professionals, and business owners seeking to understand the accounting and tax implications of cryptocurrency in the UK and to gain a better knowledge of blockchain in business.

Course Level: Need to Know

13:30 - 14:20

How To Maximise Client Relationships To Support Growth

Speaker: Margaret Bradshaw – Red Button Marketing Training

Accounting firms need to come along to this webinar because we are focusing on the key aspect of any strategy designed to drive growth. Relationships fuel success so this session is dedicated to the knowledge we need to share across a firm that helps strengthen client relationships and align with ambitions, objectives and vision of the firm.

Margaret Bradshaw will cover the following topics during this webinar:

• Where clients fit into the overall visible marketing process - introduce a framework that shows marketing and how it can be positioned centrally in operations
• The knowledge required in this element of the process - we talk about questions and insights that can be focused on to enhance the knowledge in this area so that future activity is more effective
• Outcomes - we look at key outcomes from this part of the strategy and how they support success
• Inputs - we talk about the inputs that impact the clients area of the strategy and what we need to do with information in order to make changes and improve efficiency and performance
• External - we look at some of the external factors that influence this element of the strategy

By attending this session, you will learn be able to have a clear, connected and performance led strategy for building business with your clients.

This session will be of particular interest to Business owners, marketing managers, business development managers, seniors.

Course Level: Foundation

14:30 - 15:20

HR & Employment Law Update - June 2025

Speaker: Kate Shepherd - Kate Shepherd Associates

This highly interactive workshop will provide learners with a guide to recent changes in HR and employment law, as well as anticipating future changes on the horizon.

In this webinar Kate Shepherd will cover the following topics:

• Labour’s Employment Law Plans and Key Upcoming Changes
• The Employment Law Rights Bill: An overview of Labour's proposed legislation and its impact on workers’ rights.
• Employment status
• Employment contracts and zero hours contracts
• Developments around preventing sexual harassment
• Unfair dismissal and redundancy protections
• Family-Friendly rights, flexible working and carer’s leave
• Changes on the horizon

By attending this workshop learners will be able to:

• Broaden their understanding of the latest developments in HR practices and employment law to stay up to date with their organisation’s legal requirements.
• Consider how recent legal updates and changes in employment law affect their organisation’s policies, operations, and the advice given to clients, ensuring compliance and effective management of risk
• Reflect on emerging trends and changes in the HR and employment law landscape to identify potential challenges and opportunities for their organisations.
• Proactively anticipate upcoming legal changes, developing strategies to effectively manage and adapt to evolving legal requirements.

This session will be of most interest to Tax Advisers, Auditors & Business Owners

Course level: Intermediate / Advanced / Need to know

15:30 - 16:20

How To Forge Ahead: A Lived Experience Mental Health Playbook for Accountants 2025

Speaker: Nick Elston – Forging People

Accountants are no strangers to pressure — deadlines, responsibility, accuracy, and constant external demands. But while you're focused on performance and precision, who's focused on you? In this lived experience-led session, mental health speaker and resilience coach Nick Elston shares powerful insights from his personal journey through mental illness, burnout and recovery. This isn’t theory or textbook talk — it's real stories, real tools, and real change. Attendees will explore the emotional impact of modern professional life, learn how to take better care of their wellbeing, and walk away with practical strategies to build resilience, reframe anxiety and step forward with confidence.

In this session Nick Elston will cover the following topics:

• The difference between mental health and mental illness — and why both matter
• How to use storytelling and emotional connection to improve wellbeing and communication
• How to create emotional boundaries and build resilience in high-pressure roles
• Strategies to challenge anxiety and self-doubt through reframing and self-awareness
• A practical self-leadership checklist to support wellbeing, performance and recovery

By attending this session, you will:

• Understand the emotional cost of high-functioning anxiety and perfectionism
• Learn practical, lived-experience-based strategies for resilience and recovery
• Develop stronger self-awareness and tools to support yourself and others
• Be able to separate facts from fear — and challenge unhelpful internal narratives
• Leave with a renewed mindset and tools you can use immediately in both work and life

This session will be particularly relevant for:

• Accountants and finance professionals at all levels
• Tax advisers, auditors, and client-facing professionals
• Business owners and practice leaders
• HR, People and L&D professionals working in finance environments
• Anyone seeking tools to better support themselves and others

Course level: Foundation