: SESCA : Speakers

Professional Accountancy & Business Training

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Stephanie Barber	Gerry Hart	Pam Powell
Don Bawtree	Simon Hurst	Joanna Sales
Rebecca Benneyworth	Martyn Ingles	John Selwood
Simon Birkett	Neil Insull	Kevin Simmons
Alan Bonham	Robert Jamieson	Janet Taylor
John Brown	Kay Kraty	Bill Telford
Roger Bryant	Guy Loveday	Peter Thatcher
David Chitty	Ros Martin	Bob Trunchion
Alex Clarke	Stephen McAlpine	Mike Ulrich
Paul Clegg	Kate McCaffrey	Mark Ward
Cameron Cook	Giles Mooney	Roger Woolley
Louise Dunford	Jenny Nelder	Dean Wootten
Alexandra Durrant	Sue Nugus
Tim Good	Brian Ogilvie
Andrew Gotch	David Patrickson
Andrew Guntert	Carol Perry
Kathi Hambleton	Alan Phillips

Stephanie Barber isTechnical Principal at MacIntyre Hudson LLP with responsibility for audit regulation compliance, ethics and general non-tax technical issues. In addition she is an experienced trainer to both the accountancy and legal professions on a range of financial topics and provides technical support and advice to a range of smaller accountancy practices.

Don Bawtree is a partner with the Charities Specialist Unit at BDO Stoy Hayward, where he acts for a range of national and local charitable clients. He lectures extensively and is a regular contributor to the press on matters affecting the voluntary sector. He published the Charity SORP Compliance Checklist with NGO Finance. In his spare time he is treasurer to local charity.

Rebecca Benneyworth is a highly popular freelance lecturer. She lectures on all taxes to a wide variety of audiences. Her lectures are practical as she draws on experience from her own Gloucestershire based practice whose client base consists of owner managed businesses and small companies. She is also an author on a variety of tax and charity topics.

Simon Birkett joined the Professional Training Partnership in 1993 and is widely respected by audiences up and down the country for the breadth of his technical knowledge and his entertaining approach. He edits PTP's monthly publication Professional Tax Update.

In his early career Alan Bonham was Director at Anderson's Tutors Limited where he prepared students for ICAEW exams and then joined Neville Russell where he became Training manager. He spent 16 years as a freelance lecturer and training consultant specialising in audit and accounting topics. Most recently, he was Director of Training for SWAT Ltd. Alan is now working again as a freelance lecturer - he is one of the few lecturers who can make auditing interesting. He also advises firms on their audit procedures and offers practical help in achieving compliance in a cost-effective manner. He has also worked with non-accountants and is the co-author of “Smart things to know about Business Finance” which demystifies the language of finance.

John Brown ex-senior partner in Ernst & Young, is well known as consultant, author and lecturer, matching technical excellence with commercial flair. He was awarded the CBE for services to VAT.

Roger Bryant is one of the most experienced lecturers on developments in accounting and auditing in the UK . After spells in practice, banking and the academic world he now divides his time between lecturing, writing and acting as a consultant for accountancy practices and commercial organisations. He is a regular contributor to the courses programmes of the major accountancy bodies and district societies. He is an author on accountancy topics and regular contributor to the professional press and edits Small Company Reporting .

David Chitty qualified as a chartered accountant with a major international firm and subsequently became a lecturer for a specialist accountancy training organisation. He is Technical and Training Partner at Chantrey Vellacott DFK. He is also Chairman of the Accounting and Audit Committee of DFK International. Currently, David is responsible for developing and presenting training courses for Chantrey Vellacott DFK, DFK International and several external providers of Continuous Professional Education. He has written a number of technical publications published by Accountancy Business Group, the publishing arm of the ICAEW, and other publishers. He lectures regularly on the national training circuit for a range of professional accountancy training bodies and commercial clients

Alex Clarke is a partner in tax investigation specialists CoyleClarke. He has had a full career in tax investigation work, including time as a District inspector, 6 years at special compliance office on Hansard work and 4 years in a Big 5 Tax Investigation practice. He has represented a broad range of clients from multi-national companies to household named individuals. He has considerable experience before Commissioners and as a lecturer in Tax Investigation policy and strategy.

Paul Clegg has been lecturing for over 20 years to District Societies on ICAEW courses all over the Country on a variety of topics, but particularly in areas of Investment Business and FSA audits. Currently he runs his own Practice which has a number of FSA audit clients in investment business and in corporate finance. He provides a comprehensive compliance support service to regulated businesses and a consultancy service to other Practices in respect of FSA regulated clients – Audit Regulation, Practice Assurance and QAD visit matters.

Cameron Cook is a Principal at the High Wycombe office of MacIntyre Hudson LLP and Head of Corporate Finance activity for the firm. He qualified as a Chartered Accountant in 1979 and has 14 years experience with Price Waterhouse and KPMG, mainly on special work and investigations. He has broad experience of advising on business strategy and planning. He is regularly involved in business sales, acquisitions, restructuring, re-financings, developments, fundraisings and investigating targets with a view to advising on price and negotiations. He has a breadth of knowledge of fund raisings encompassing full prospectus, private placings, investment advertisements, through to bank and other sources of finance.

Louise Dunford is a former senior lecturer at the University of Portsmouth specialising in employment and tort law. She has taught widely on professional update courses for solicitors and accountants and has been involved in teaching trainee accountants. She has published widely in leading academic journals. Louise is now an Employment law and HR consultant.

Alexandra Durrant is a chartered accountant and runs her own practice Alexandra Durrant Chartered Accountants in East Grinstead. She provides audit, tax and accounting services to her clients, including payroll services and advice. Whilst a partner in a firm of chartered accountants in the City she was responsible for payroll operations, advising clients on PAYE and NI legislation and procedures and carrying out PAYE and NI health checks. She is on the editorial board of Croner's Payroll Briefing and writes and lectures on payroll matters.

Tim Good lectures several times each week to professional audiences all over the country. He has the ability to make even the most obscure tax point crystal clear and the most mundane topic entertaining and informative. Tim writes regularly and was previously the editor of the TAXline Technical Review , published annually by the Tax Faculty of the ICAEW. In 1994 he joined the Editorial Board of the Faculty.

Andrew Gotch is Managing Director of the Professional Training Partnership (Part of the IRIS Group) and is a Director of PTP Ltd Andrew joined the Inland Revenue fast stream in 1988 and left as Assistant District Inspector of Taxes in 1993. Since then he has been offering advice and representation to individuals, companies and professional firms throughout the UK and is the Managing Director and lead consultant for Professional Tax Practice Limited, PTP's consultancy arm. He also lectures widely on all aspects of tax law and practice and has contributed many articles on technical matters to the professional press. Andrew was made a Fellow of the Chartered Institute of Taxation in 2005 and his learned treatise was awarded the CIoT's Fellowship Thesis Prize & Gold Medal and the Banker's Taxation Circle Prize.

Andrew Guntert joined Mercia in 1999, He specialises in auditing and financial reporting and has been delivering CPE lectures for some years. Andrew previously worked at ATC, as an academic at City University Business School and in practice with both large and small firms. He has an unhealthy passionate interest in technical issues and is a member of the ICAEW Audit and Assurance Faculty's Technical and Practical Auditing Committee.

Kathi Hambleton is senior training manager at MacIntyre Hudson. She qualified as a chartered accountant in 1996 in a regional office for one of the large accountancy practices. As part of her training, she conducted external audits in the manufacturing sector and had involvement with public sector colleges for internal audit purposes. She also did due diligence and project work in various sectors. Before concentrating on client training she spent a few years in Disputes Analysis and Investigations specialising in litigation support (mainly professional negligence and loss of profit cases) and a year training post graduates for their chartered accountancy exams. Kathi presents public and in-house UK GAAP update courses and assists clients in the UK and the Netherlands in the transition to International Accounting Standards (“IAS”).

Gerry Hart is an experienced Chartered Tax Adviser who currently provides technical tax support to other professional advisers such as accountants and solicitors. He is also a prolific lecturer on a variety of tax subjects, with an enthusiastic style ensuring that delegates get the most out of the presentation. Over the years he has created and developed several tax practices, including The Tax Team which he formed in 1994 and sold to H & R Block in 1997; he was then Head of UK Operations for nearly five years. Gerry created the UK Tax Congress, an annual event held at Wembley Conference Centre in the 1980's. He was the 1995/96 National President of the Chartered Institute of Taxation and founder chairman of the Sussex Branch.

Simon Hurst, a Chartered Accountant has been involved in computer software for 16 years. His training organisation, The Knowledge Base provides a wide range of training and consultancy services to accountants and other professionals.

Martyn Ingles qualified as a Chartered Accountant in 1982 and has specialised in taxation ever since. He became an Associate member of the Chartered Institute of Taxation in 1983 whilst working for a large international firm. His career has combined lecturing with tax consultancy, working for The Financial Training Company Ltd, Horwath Clark Whitehill, and more recently MacIntyre Hudson. His main area of interest is tax planning for the family business, in particular tax efficient remuneration, exit planning and restructuring. Martyn has had articles published in the Tax Faculty TaxLine Technical Review and in “Taxation” magazine. He has also been involved in the production of tax training videos for Legal Network Television Ltd as part of his work with the College of Law.

Neil Insull Neil joined MacIntyre Hudson in 2006 and lectures on broad range of tax areas but with a focus on taxes affecting UK corporates. This includes general tax updates and refreshers for accountants and lawyers to more detailed courses providing comprehensive analysis of specific areas of the tax code. He trained as an accountant and qualified with Spicer & Oppenheim (now Deloitte) in 1990. But with a passion for tax, he then spent the next 15 years specialising in corporate tax, the last eight working for the in-house tax departments of two large financial services groups in the City. Neil “escaped” from the City in 2005 and joined FTC Kaplan for a year to cut his teeth on a new training career in tax before joining MAS to focus on CPD training.

Robert Jamieson is an experienced tax lecturer, having held senior positions with Financial Training for many years. He has more recently moved back into practice with Mercer & Hole, where he combines client work with speaking engagements. He is a former president of the Chartered Institute of Taxation and also an occasional commentator on private client matters for Legal Network Television. To recover from the rigours of the lecture circuit he escapes to a bolthole in France, whenever time allows, to revise his lecture material.

Kay Kraty LGSM, BCMA, MIAC, works as a coach and trainer using practical participation both in group and in one-to-one exective coaching sessions. Her approach is holistic, so that all performance management issues are addressed through people's internal as well as external drivers. This overcomes obstacles and accomplishes growth, leading to greater personal effectiveness and professional success.

Kay's purpose and passion is to help people become the best they can be. Personal development is all about opening up to our true potential which in turn boosts our self-esteem, helping us feel better about who we are, what we do and how we feel about ourselves. As a result situations become more manageable, relationships improve and success becomes easier to achieve. By growing your self you grow your life .

Kay is also a qualified Reiki teacher and colour psychologist.

Guy Loveday is a partner in the Professional Training Partnership. H e specialises in presenting auditing and financial reporting updates for accountants in practice and industry and finance courses for members of the wider financial community. He provides a consultancy service to assist companies in preparing their annual financial statements. He also makes occasional TV appearances.

Ros Martin joined the Inland Revenue as a trainee in 1988 having acquired a PhD at Nottingham University , She completed her training and was subsequently promoted to the Large Business Office, dealing with large groups of companies. After 5 years, she became Deputy District Inspector in Stratford-upon-Avon , dealing with CT, IT, CGT with special responsibilities for employer compliance and Schedule E technical work.

Stephen McAlpine is a well-known lecturer on assurance issues. A Chartered Accountant with considerable training experience, he has a practical approach to his subjects based on providing technical support services to over 40 small and medium sized firms as well as being a partner in a small general accountancy practice, where the clients are owner managed, and his firm provides them with the routine professional services they require from an accountant and auditor.

Kate McCaffrey is a manager at Chantrey Vellacott DFK in their Training & Technical Department. Before joining Chantrey Vellacott she was an Audit / Training & Development Manager. Kate' s professional experience has included auditing listed companies, professional firms, property companies, retailers and manufacturers. She has also undertaken corporate finance and litigation support assignments. Kate prepares and presents training courses for both industry and practice audiences. She is also closely involved with the professional and examination training of the firm's students ensuring that she is up to date on all the new issues arising.

Giles Mooney is the newest member of the Professional Training Partnership team of tax lecturers, consultants and authors. He joined PTP in January 2004 having previously been ICAEW director for a large exam training company.

Jenny Nelder is a partner in Bruce Sutherland & Co, a firm specialising in the valuation of unquoted shares for tax and other purposes. She has been involved in valuing shares for all purposes since 1981 when she left Touche Ross (now Deloitte) and is a member of the Society of Share and Business Valuers. She lectures on share valuations for a number of professional bodies. She also writes on the subject. She is the Institute of Directors ' representative on the Fiscal Valuation Forum, a body set up to develop a link between the Inland Revenue's specialist valuation department and taxpayers' advisers.

Sue Nugus from Management Centre Internaltional Ltd (MCIL), has been training for ICAEW, ICAI and CIMA as well as for other accounting societies for nearly 20 years. Of her many courses the most popular has been Forecasting and Financial Planning using Spreadsheets. Sue also regularly consults to large and small organisations on how to prepare forecasts, plans and budgets. Sue has authored and co-authored about 20 books. The 2 nd Edition of her popular book - Spreadsheet Skills for Forecasting and Financial Planning – is shortly to be published by Elsevier.

Brian Ogilvie is a Chartered Certified Accountant and Chartered Tax Adviser, based in Brighton and Hove. He worked for a number of small and medium sized general practice firms in the Sussex area for over 15 years, qualifying with Carpenter Box Chartered Accountants before establishing his own successful practice in 1997. In addition to practice work, Brian is also a tax consultant for the PTP group, and a freelance tax lecturer for, among others, CCH, ACCA, ICAEW, CIOT and leading accounting firm Chantrey Vellacott DFK LLP .He has also written online e-CPD training courses for CCH and is current chairman of the Sussex branch of the CIOT . Brian demonstrates a lively training style, using illustrative case studies, and drawing on extensive experience of providing tax advice on various areas affecting the SME sector.

David Patrickson is an independent VAT adviser. His broad experience includes 11 years as a VAT Officer, and a variety of senior positions with several international firms of accountants. He has many published articles on VAT related subjects and lectures extensively to diverse groups and professional organisations. He is a co-founder of The Tax Server, a wholly independent tax planning and problem solving consultancy.

Alan Phillips is an information security specialist and Managing Director of information security services company 7Safe Ltd. He has lectured on the subject to professionals at various events including the popular ICAEW Faculty Roadshows, and writes a regular column in Chartec News

Carol Perry , is a director of Independent Trustee Services Ltd and former head of pensions at the House of Commons. She began her career over 30 years ago as a student actuary at Legal and General, fulfilling roles at Mercer, a multinational group and more recently as pensions director at Duncan Lawrie and Moorgate House before her term at the Commons. She has advised on all sizes of pension scheme, with particular expertise in tailoring schemes for high net worth individuals. She has been a fellow of the Pensions Management Institute since 1984 and has been involved in the Institute's education service as a tutor, author and serving on the board of examiners. She has been a Pensions Advisory Service member and adviser since 1986.

Pam Powell qualified as a chartered accountant in 1986. Since then she has worked both in practice and in the field of training. She has 14 years experience of training in accounting related fields, 7 as both trainer and director within Europe's biggest quoted training group and 7 running her own training and consultancy business. She has helped clients develop appropriate training strategies for both finance and non-finance staff and has written and delivered courses throughout the UK and mainland Europe. She has also written or contributed to various accounting texts.

Joanna Sales is the technical and training manager at Chantrey Vellacott DFK. Before joining Chantrey Vellacott she was an Auditor for an International top 4 accountancy firm and an Accounting and Auditing lecturer at a UK university. Jo prepares and presents training courses for both industry and practice audiences and specialises in providing technical updates within the accounting and auditing forum. She is also closely involved with the professional and examination training of the firm's students.

John Selwood is a Chartered Accountant and independent training consultant. He lectures on money laundering, auditing and financial reporting. He also writes technical material for publishers. Previously, he has been the Technical Partner for a top 30 firm of accountants and Head of CharterGroup the accountancy network. John is also Finance Director of Passion of the Planet Ltd a group of digital radio broadcasting companies.

Kevin Simmons is a partner at Chadwick, a North West based regional accounting practice, with a strong corporate finance arm. He runs a mid corporate client base as well as undertaking regular corporate finacnce assignments from the Lead Advisory and Due Diligence perspectives, acting for clients, institutions and banks. He was previously a partner in a national accounting firm and has developed a refreshing training technique based on practical experience and illustrative case studies.

Janet Taylor is Senior Training Manager at MacIntyre Hudson, heading up their specialist solicitors group which deals with all areas of law firm financial reporting and profitability as well as the detailed requirements of the Solicitors' Accounts Rules. Janet qualified as a chartered accountant in 1991. An experienced presenter, she provides training in the areas referred to above, and also specialist courses to solicitors in understanding, interpreting and analysing company accounts. Clients have included several major international and national law firms.

Bill Telford qualified with an international practice, and has spent more than 30 years in technical and training roles within the profession. He joined Baker Tilly as National Training Director in July 2000 and became a partner in March 2007. He is well known as an entertaining and authoritative lecturer, able to make auditing and financial reporting both practical and interesting, and relevant to the small and medium sized firm. Bill joined ICAEW Council in June 2005, representing SESCA and is currently SESCA President.

Peter Thatcher has been involved in training and consultancy for over 18 years. He specialises in writing and presenting technical updates to managers and partners of national and international firms of accountants (including, for example, Baker Tilly), finance and managing directors of owner managed and listed companies and accountants at the Financial Services Authority. These updates cover all recent developments in UK and international financial reporting, auditing and corporate governance. In addition to presenting technical updates, Peter also writes and delivers financial analysis and personal skills programmes for a range of blue chip and private companies. Peter is Partner of Aptus Training Consultants

Bob Trunchion is head of tax training in MacIntyre Advisory Services (MAS). He splits his time between consultancy within the professional firm of MacIntyre Hudson LLP and his role in meeting the training demands in the area of tax for both solicitors and accountants. He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. He is also a specialist in a number of industries or niches such as solicitors, farmers and the medical profession.

Mike Ulrich, a training consultant presents courses on a wide range of topics. His experience includes training director of a top 20 practice and part-time lecturer in accounting at a London University . He also has his own practice and assists another with audit and accounting assignments.

Mark Ward is a partner of the the Professional Training Partnership Since 1993 he has lectured on a wide variety of tax matters to ATT/ATII and accountancy students. He has also lectured to qualified practitioners on general tax updates and specialist topics.

Roger Woolley is a Fellow of the Institute of Chartered Secretaries and administrators. He has spent about half of his working life in company secretarial positions including secretary of listed companies. The other half has been focused on training and lecturing. He has worked in industries related to construction: Building Society, Brick Company, Cement, Laundry, Property Company, Financial services. In 1988 he formed Woolley & Associates, a company secretarial and training consultancy, which provides consultancy, interim management and training for trainee company secretaries and directors in industry and professional practice.

Dean Wootten has been involved in tax training since 1994 and lectures on a wide variety of tax matters. After qualifying he spent a number of years in practice, including over five years at partner level. The experience gained whilst in practice enables him to focus his lecturing on the practical aspects of the issues presented. He was a co-founder director of Online Tutors Limited, a company specialising in providing high-level tax training via the internet and CD-ROM. For the past eight years he has concentrated on tax training in the CPE and student market. He also teaches ATT students and CTA students for the General Practice, Corporate Specialist and VAT routes at Tolley Tax Training in London.