Over the course of this virtual summit, you’ll hear from leading experts and like-minded professionals who are at the forefront of the R&D tax industry.
This is a unique opportunity to hear from those who have first-hand knowledge of the current state of R&D taxation, via our regular contact with advisers just like you.
Learn from us how other firms are:
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Managing changes to taxation
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Finding the best audience for their services
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Building and enhancing their offering
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Learning to charge more for their expertise
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Dealing with HMRC enquiries
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And much, much more
Each day is packed with priceless information that has been crafted around a central theme to address the most pressing R&D tax challenges and opportunities. Register now and secure your place at this essential industry event!
Summit Schedule
Here’s a sneak peek at what each day of the R&D Tax Summit will have to offer:
All attendees will earn unstructured Continuing Professional Development (CPD) hours for each session attended.
4 June – Day 1: Embracing change
Webinar 1: Navigating the evolving landscape
Time: 10:00 – 11:00 AM
Speakers: Jen Badger, co-founder, Operations Director and R&D tax subject expert at WhisperClaims and Mike Dean, Managing Director and co-founder at WhisperClaims
Jen will lead the first session of our 3 day event, providing clarity on the latest changes to the R&D tax scheme and why these changes should inspire rather than intimidate accountants and advisors. This insightful session aims to demystify recent shifts and highlight the benefits for businesses.
Webinar 2: The R&D market today: Insights and opportunities
Time: 2:00 – 3:00 PM
Speakers: Steve Cox from IRIS, Adam Maurice from Fusion Consulting Group, Jacquetta Jackson from ChadSan & Mike Dean from WhisperClaims, plus special guests from the professional bodies!
Steve chairs a roundtable with Mike, providing expert insights into the current state of the R&D tax and accountancy market. Our guest panel will discuss strategies that can help firms delivering R&D tax advisory thrive in today’s competitive landscape.
5 June – Day 2: Kickstarting innovation
Webinar 3: From Vision to Value: Success Stories from the industry
Time: 10:00 – 11:00 AM
Speakers: Mike Dean – WhisperClaims, Stuart McBain – Stuart McBain Ltd, Sarah Sparshott – WMT & Alex Falcon Huerta – Soaring Falcon Accountancy.
Mike Dean hosts a fireside chat with guest panel as they share what strategies they have implemented to maintain and even expand their R&D tax service in the context of the recent changes to legislation and HMRC behaviour. Hear firsthand how leveraging WhisperClaims technology has given them confidence to support their clients effectively through this period of change.
Webinar 4: Building Competence in R&D Tax
Time: 2:00 – 3:00 PM
Speakers: Richard Edwards – The R&D Community and Mike Dean – WhisperClaims
Richard Edwards from The R&D Community will be on hand to offer an interactive session aimed at equipping accountants with essential skills and knowledge in R&D tax, featuring training demonstrations crucial for adapting to the evolving market.
6 June – Day 3: Impact and influence
Webinar 5: Making your mark – Strategies and tips to effectively market your services
Time: 10:00 – 11:00 AM
Speakers: Jo Edwards, Senior Partner at JE Consulting & Mike Dean, Managing Director at WhisperClaims.
For our penultimate session, join Jo & Mike as they discuss how firms can use R&D tax as part of their wider service offering, to grow their fees and impress their clients. This fireside chat will explore how firms can successfully market their services and demonstrate expertise within their marketplace.
Webinar 6: Adapting and Thriving in the R&D Landscape
Time: 2:00 – 3:00 PM
Speakers: Mike Dean – WhisperClaims & Suz Harkness – WhisperClaims
Join Mike Dean and Suz Harkness for the summit finale featuring a live demonstration of WhisperClaims. Learn how to adapt and thrive in the evolving R&D tax sector by harnessing our innovative software, which offers firms a structured, consistent and cost effective claims process, and easy access Advice Line support, to bolster your in-house expertise. The session concludes with a comprehensive wrap-up of the summit.
Join us
Prepare to be inspired by success stories, educated in the latest legislative updates, and equipped with skills to enhance your firm’s services and market presence.
The R&D Tax Summit promises to be a fantastic event. Don’t miss this opportunity to gain valuable insights and deepen your R&D tax expertise.
If you would like any more information about the R&D Tax Summit, please contact us today.
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R&D tax credit software for Accountants and Consultants.
Fixed cost. Fully automated. Scalable.
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