AI is already preparing the accounts. The runway is shorter than you think.

Spotlight Reporting and Clarity HQ are coming to two UK cities in November 2026. One practical day for firm leaders who want to get ahead of AI, protect their client relationships and build a more profitable firm while the rest of the market catches up. Led by accountants who've built AI tools for the profession, alongside firms already putting them to work.

This isn't a beginner's introduction to ChatGPT. It's a working day for the people who make the decisions.

What to expect on The day

AI is moving faster than most firms realise. Year-end accounts can now be prepared end-to-end by software, with an accountant reviewing and signing off. Platforms are selling direct to your clients. And your clients already have an AI on their phone answering the questions they used to bring to you. Some of this is on the horizon. Much of it is already here.

The window to act is open, and it is shorter than most firms think. Firms that move now can earn exceptional margins while the market catches up. On the day we'll cover:

The three futures becoming clear for UK firms, and how to choose the right one for yours
Where AI is already replacing compliance work, and what that means for your fees and your team
How to stay the first call for your clients when they can ask AI anything, any time
How firms are tripling profit through advisory without adding headcount

Walk in with questions. Walk out with a plan for the next 12 months.

What You'll Take Away

A Clear View Of What's Ahead

Where AI is already doing compliance work today, what's next, and how quickly it's arriving.

Three Options For The Future

Find out which is right for you. It may surprise you.

Practical AI (No Hype)

From accountants who've built the tools: what AI can do in a firm today, what it can't, and where to start.

Your Advisory Engines

The NextGen Advisory model – human-centric reporting that generates 3x the profit of compliance alone, without adding headcount.

Relationships AI Can't Replace

How to stay your clients' first call when they have an AI answering questions 24/7.

A Room Of Peers

Partners and practice owners facing the same decisions, comparing notes on what's working.

Event Agenda

‍‍8:50am–9:10am
Welcome, Introductions & Icebreaker
^{Presented by Miranda Kendall}
9:10am–10:00am
‍Future-proof Your Firm
^{Presented by Aynsley Damery BComm FCA CPA}The world around your firm is changing faster than ever. Aynsley sets out the three futures facing UK firms and what you need to do now to protect your client relationships against AI, platforms selling direct, and clients doing it themselves.
10:00am–11:00am
AI Open Forum/Roundtable
^{Hosted by Sharon Baker FCCA with expert guests}
A chance to discuss the key issues affecting your firm, what’s working, what’s not, and ask any questions to help you get ahead.
11:00am–11:30am
Coffee Break
11:30am–12:00pm
Fireside Chat
^{Hosted by Steven Briginshaw FCA FMAAT and Miranda Kendall, with special guests}
12:00pm–12:50pm
Lunch
‍‍12:50pm–1:05pm
A Word From Our Sponsors
1:05pm–2:20pm
Workshop - NextGen Advisory in an AI world
^{Presented by Sharon Baker FCCA and Aynsley Damery BComm FCA CPA}Learn how to protect and build the relationship with your clients in an AI world and generate 3x the profit without increasing headcount.
2:20pm–2:35pm
Coffee Break
2:35pm–3:50pm
Workshop: Spotlight Masterclass
^{Presented by Miranda Kendall and Mel Rollason FCA}By the end of this session, you'll have a simple plan to ace advisory, a client-ready dashboard, a report with insights, and an understanding of how to create a compelling forecast.
3:50pm–4:00pm
Closing Wrap
4:00pm–5:00pm
‍Networking Hour

Sessions are designed to give you practical ideas so you can implement them in your firm. Please bring a laptop to participate in the workshop sessions.

Who should attend?

Practice owners, Partners, and managing directors, who decide where the firm goes next.
Heads of advisory, operations or technology responsible for client service, pricing or systems.
Firms with a significant compliance book (accounts, tax, bookkeeping) who want to know what AI means for it.
Leaders weighing up succession, sale or acquisition in the next five years.
People who know change is coming and want a practical plan they can act on.

Tickets are limited to approximately 30 delegates per city.

FAQs

If I attend, will I be eligible for CPD hours?

This event qualifies as structured CPD for members of ICAEW, ACCA, ICAS and other professional bodies. Participants receive a CPD certificate confirming attendance and learning hours.

is this suitable if my firm hasn't done much with AI yet?

Yes. Most firms in the room will be early on. The day gives you a clear picture of what's happening and practical first steps, whatever your starting point.

Will materials be shared?

Yes. All attendees will receive playbooks and workshop resources.

can multiple team members attend?

Yes – many firms come as a group with partners and advisory leads.

What should I bring on the day?

To make the most of the sessions, please come prepared with:

• Laptop – for hands-on exercises.
• Access to a Spotlight Reporting Free Trial – sign up here
• Your own client data – to use during the sessions. (Rest assured, no confidential data will be shared with other attendees or outside the session.)

what if i'VE REGISTERED BUT CAN NO LONGER ATTEND?

All booked tickets are non-refundable. If you’re unable to attend, you may send a colleague or someone from another firm in your place, subject to prior Spotlight/Clarity approval.

The Advisory Edge UK Roadshow