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Event

Hosted by Modulr

📍Highland Europe, 30 Golden Square, Soho, W1F 9LD

🗓 22 May

🕓 4:00–6:30pm

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Panel discussion

Join senior leaders from BDO, Moore Kingston Smith, Duncan & Toplis, Sage, and Modulr for a candid, new research led panel discussion on the future of strategic accounting, and how operational changes can unlock deeper client relationships.

New insights from 250 UK firms on the state of strategic services
Real-world stories from firms already embracing the CFO model
Practical advice on making payments your firm’s secret weapon

Katherine O'Carroll, BDO

Director Technology Advisory / Business Services & Outsourcing

Katherine O'Carroll, BDO

Director Technology Advisory / Business Services & Outsourcing

Katherine is a Director at BDO in the Business Services and Outsourcing team, leading the Technology Advisory supporting businesses and the outsourcing delivery with the implementation of cloud accounting solutions.

Chris Downing, Sage

Director of Product Marketing | Accountants & Bookkeepers

Chris Downing, Sage

Director of Product Marketing | Accountants & Bookkeepers

Chris is renowned nationally for expertise in accounting technology, strategy and Making Tax Digital; and is one of the select few of accountants (and now technology leaders) who sit on the joint ICAEW and HMRC Making Tax Digital Software Advisory board.

Nicki Savill, Moore Kingston Smith

Nicki Savill, Moore Kingston Smith

Partner

Nicki is a partner heading up Moore Kingston Smiths outsourcing team, with almost 30 years’ experience. Supporting a wide range of businesses spanning industries and a variety of sizes from start-ups, SME/OMB and large corporates. She has grown an onshore and offshore team to provide people led services harnessing the best emerging technologies. Nicki sits as an advisor on the board and council for leading software companies and often contributes to thought leadership in the industry. Named one of the Top 50 women in accounting in 2024, passionate about people, chairing the firms EDI committee and providing mentorship to businesses and people.

Damon Tunnicliffe, Duncan & Toplis

Head of Payroll

Damon Tunnicliffe, Duncan & Toplis

Head of Payroll

Damon completed his AAT qualification in 2010. Moving into the payroll department into 2011, he found a passion for the job and in 2015 gained the payroll technician qualification. In 2018, he was appointed as Payroll Manager and the business developer for payroll for Duncan & Toplis. Priding himself on excellent client relations and attention to detail has seen him establish strong loyal relationships with numerous clients in varied professions with a speciality in NHS Pension Payroll Schemes. In April 2024, Damon was promoted to Head of Payroll and become a Director of Payroll.

Billie Mcloughlin, 2020 Innovation

Practice Consultant

Billie Mcloughlin, 2020 Innovation

Practice Consultant

Billie is an ACCA qualified with many years experience in practice. She is now a Practice Consultant for 20:20 Innovation where she helps firms maximise software use and stay up to date with new products and features. Billie specialises in optimising software frameworks, technology, and processes with a focus on AI, ensuring firms understand the practical uses of new applications.

Joe Lines, Modulr

Product Lead, Business Payments

Joe Lines, Modulr

Product Lead, Business Payments

Joe is a fintech leader with deep experience in building products for accountants. As the CEO and co-founder of Nook—winner of Xero’s Emerging App Partner of the Year and later acquired by Modulr—he has played a key role in shaping how accoutants have been adopting modern payment technology. Now, as Product Lead at Modulr, Joe focuses on delivering solutions for businesses and accountants that streamline financial operations for their clients.

Behind every set of accounts is a client in need of clarity; someone looking not just for answers, but for advice they can act on. They don’t want a spreadsheet. They want strategy they can trust.

At this exclusive event, you’ll hear how leading firms are stepping up as strategic partners, not by working harder, but by working smarter. That means better tools, tighter operations, and a modern approach to routine accounting activities that puts you in the driver’s seat, and – most importantly – can be automated.

Because becoming your client’s CFO-in-waiting doesn’t take a leap. Just a small shift.

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Agenda

4:00 – 4:30pm | Drinks & reception
4:30 – 4:50pm | Welcome from Modulr
4:50 – 5:30pm | Expert panel & audience Q&A
5:30 – 6:30pm | Networking over drinks

Why attend?

Because while others are still asking “what does advisory actually mean?”, you’ll be hearing how the best firms are already delivering it — at scale, and with impact.