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COVERING ALL THE STRUCTURED CPE/CPD REQUIREMENTS OF THE ACCOUNTANCY PROFESSION
 

Speakers for 2012

REBECCA BENNEYWORTH
ANDREW BURGESS
JULIE BUTLER
DAVID GALLAGHER
ALEX GANNON

TIM GOOD
RUSSELL GREEN
LOUISE DUNFORD
DAVID HEATON
STEPHANIE HENSHAW
SHAN HUGHES
ROBERT JAMIESON
FRANCESCA LAGERBERG
JANET TAYLOR
ANDREW PAUL
JOHN SELWOOD
BILL TELFORD
BOB TRUNCHION
JONATHAN WILKEY
DEAN WOOTTEN

 

REBECCA BENNEYWORTH

Rebecca has been chief accountant of a manufacturing company, and National Training Manager for Kidsons (now Baker Tilly) before starting her own practice in Gloucestershire comprising owner managed businesses and small companies. This breadth of experience ensures that her lectures are very practical and that she continues to be very much aware of the needs of the small practice.  She lectures extensively for a wide range of  professional bodies and commercial organisations, is an author on charity and taxation matters and has written a Business Digest on VAT.  top

ANDREW BURGESS

Andrew joined Mercia in 2003 after 14 years with the Revenue. Andrew joined Neville Russell, which became Mazars following the merger in 1998. At the time of leaving he was senior tax partner in the firm and had overall responsibility for the running of the personal tax department. His expertise lies in the areas of employment taxation, investigation work, charity tax and personal tax planning.  top

JULIE BUTLER

Julie founded the firm of Butler & Co in 1986 and currently has two offices in Hampshire. She has built up an extensive knowledge of tax issues affecting high net worth individuals including farmers, landowners and those involved in equestrian activities. Julie is the author of Tax Planning for Farm and Land Diversification and Equine Tax Planning and she has recently co-written Stanley:Taxation of Farmers and Landowners with Malcolm Gunn. She writes regularly in all the technical tax press and has a reputation for a fresh approach to subjects such as wind farms, bio-fuels, woodlands and all farm property concerns in this current complicated economic climate.   top

DAVID GALLAGHER

David is a senior audit and accounts consultant within the Mercia Team and a charity specialist. He qualified with Grant Thornton in Leicester. His role at Mercia includes lecturing, conducting file reviews, answering technical queries, responsibility for the Mercia Audit Manual and editing the charities section of the Mercia Specialist assignments Manual.   top


ALEX GANNON

Alex is an IT professional. His experience with many leading international companies includes 16 years with a major London-based European investment bank and 10 years in the aerospace and nuclear industries. Alex is an Engineering graduate and uses his background to provide IT solutions to business problems with a practical common sense approach.   top


TIM GOOD

Tim lectures 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 (he is the author of three chapters in Tolley’s Tax Planning) and was previously editor of the TAXline Technical Review published annually by the ICAEW. He founded the PTP Group in 1990 and is a director of PTP Limited and PTP Interactive Limited.  top

RUSSELL GREEN

Russell is a Certified Public Accountant in New York State. His experience is in the small business arena and he has extensive knowledge in commercial audit, individual taxation and not-for-profit entities. When the small public accounting firm he worked for was acquired by a large regional firm Russell experienced the transition from a paper to a paperless environment. He believes the key to providing effective business solutions comes from listening to, and collaborating with his clients.  top

LOUISE DUNFORD

Louise has been continuously involved in training and consultancy since 1987, both for professional firms and commercial organisations. She has been an associate senior lecturer at the University of Portsmouth mainly involved in postgraduate teaching on MBA and MA Business Law courses and she retains an active relationship with the University. Louise specialises mainly in aspects of employment law, company law and professional negligence, and has published widely in leading academic and professional journals.  top

DAVID HEATON

David is a tax partner with Baker Tilly,specialising in employment taxes and tax investigations. He is currently chairman on the ICAEW Tax Faculty and the Faculty’s Employment Taxes & NIC Committee. He is also a member of the Management of Taxes Committee of the CIOT. Having qualified with KMG Thomson McLintock he joined a small firm in Bradford where he worked for Neil Booth who wrote the book on National Insurance Contributions for Tolley, which David subsequently edited for a number of years. He later wrote the CCH NIC annual which he still edits and contributes to Tolley’s Tax Planning and Tolley’s Taxwise annuals.   top

STEPHANIE HENSHAW

Stephanie is Technical Standards Partner with Francis Clark and a Senior Technical Consultant for MacIntyre Hudson LLP. Her responsibilities include maintaining and updating quality control procedures for audit, ethics and regulation purposes as well as providing practical problem solving advice. Stephanie presents a variety of audit and financial accounting courses across the country for district societies, town groups and individual firms of accountants and lawyers. She also provides technical support and consultancy to individual firms. Stephanie is a member of the board of the ICAEW Financial Reporting Faculty.  top

SHAN HUGHES

Shan is an effective and popular lecturer on the Offa Group’s staff training taxation courses. She joined the tax team at the Mercia Training Group from practice. She lectures extensively throughout the UK on taxation topics and personal professional development.
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ROBERT JAMIESON

A partner with Mercer & Hole and past president of the Chartered Institute of Taxation, Robert is much in demand on the lecture circuit for his clear and comprehensive presentations. He is one of the country’s leading experts on Capital Gains Tax. For several years he ran the specialist tax and consultancy division of “Financial Training” before becoming a partner in Adam Broke and Co., which merged with Mercer & Hole in 2001. Robert has written on taxation matters for Sweet and Maxwell and Tolleys Tax and is the author of a Tax Digest for Accountancy Books on Close Company Problems; and one of the original editors of Croners Tax Handbooks.  top

FRANCESCA LAGERBERG

Francesca is a partner in Grant Thornton and head of the firm’s National Tax Office. She is a qualified barrister, a Chartered Accountant and fellow of the Chartered Institute of Taxaion, and was until early 2007 the chairman of the Tax Faculty of the ICAEW. She is on the editorial board of “Taxation” , a member of the council of the ICAEW and of the Personal Tax Committee of COIT. Francesca regularly writes about tax matters for the professional and national press, has lectured widely across the UK, and is well known as a broadcast commentator on such programmes as “Moneybox Live” and “Today”.  top


JANET TAYLOR

Janet spent over 10 years with a top 20 accounting firm heading up their specialist solicitors group. A highly experienced presenter Janet provides relevant and practical training on a number of financial issues for lawyers. She is also a regular presenter of Solicitors Accounts Rules training to a wide range of accounting and law firms through in-house and public seminars. Clients have included several major international and national law firms as well as reporting accountants. Janet is also a committee member of the ICAEW’s Solicitors Special Interest Group.   top

JOHN SELWOOD

John qualified with a small firm and has subsequently been head of a national accountancy network and technical partner for Reeves and Neylan, a top 30 firm. He is now a freelance lecturer and consultant and has written and presented the ICAEW’s Audit and Assurance Faculty roadshows on International Auditing Standards. He is heavily involved with the Faculty’s work on Ethical Standards of Auditors.  top

BILL TELFORD

Bill has spent more than 30 years in technical training roles within the profession. He joined Baker Tilly as National Training Director in 2000 and became a partner in 2007. Bill has recently stepped down as National Training Partner to concentrate on delivering training both within Baker Tilly and externally to clients and training organisations. He has served on the ICAEW Council and was South East District Society President in 2007-8. The Offa Group are delighted to welcome him back.  top

BOB TRUNCHION

Bob is a tax principal with MacIntyre Hudson LLP. After service in the Royal Navy he qualified as a Chartered Accountant with Coopers & Lybrand. Bob has a wide range of tax knowledge, and is a specialist in a number of industries or niches such as solicitors, farmers and the medical profession. He has a high reputation as a lecturer for various professional bodies. Bob has been a major technical contributor for Legal Network Television and has commented on taxation matters on national radio and television. Bob continues to be involved with clients on both a consultancy and portfolio basis.  top

JONATHAN WILKEY


Jonathan is a solicitor, lecturer, training consultant and a partner in the Gloucestershire firm of Gwyn James, specialising in issues of the elderly and incapacitated. He writes and lectures widely on these subjects to solicitors, accountants and financial advisors.   top

DEAN WOOTTEN

Dean has been involved in tax training since 1994 and lectures on a wide variety of tax matters. He started his career as a Chartered Accountant, qualifying in 1988 and then as an Associate of the Institute of Taxation in 1991. After qualifying Dean spent a number of years in practice, including over five years at partner level enabling him to focus his lecturing on the practical aspects of the issues presented. A founder member of Online Tutors Ltd Dean lectures widely for for professional bodies and contributes to Tolleys Tax Tutor and VAT Update.   top


 
 

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