Countdown
Days
Hours
Minutes
Seconds
Step into the legacy of 20 years.

THE EVENING

Come for the evening.

Leave with something more.

This isn’t just another industry event.

Curated for the people who have shaped our journey and those who are shaping what comes next, Befree Beyond the Books is an evening to step away from the day-to-day, reconnect, exchange ideas that stay with you, and get a glimpse of what’s ahead.

And, of course, a little October magic.

MEET OUR KEYNOTE SPEAKER

Keynote Speaker

Katie King (CEO, AI in Business)

Keynote on “Clearing the Fog: From Doing the Work to Designing It, and Building the Future-Ready Accounting Firm”

A leading voice in AI and business transformation, Katie King brings over 30 years of consulting experience. A published author, keynote speaker and consultant, she has been recognised as a Leading AI Strategist and one of the Top 10 AI Influencers in 2023. She has also delivered two TEDx talks, contributes to the UK Government’s APPG task force on AI adoption, and regularly shares her expertise as a commentator on BBC TV and radio.
A leading voice in AI and business transformation, Katie King brings over 30 years of consulting experience. A published author, keynote speaker and consultant, she has been recognised as a Leading AI Strategist and one of the Top 10 AI Influencers in 2023. She has also delivered two TEDx talks, contributes to the UK Government’s APPG task force on AI adoption, and regularly shares her expertise as a commentator on BBC TV and radio.

MEET OUR PANELISTS

Rob Milner

CEO of Neon Numbers

Panelist

Emilio Vences

Head of Growth & Ops, Runway Accountants

Panelist

Scott Herbert

Partner, Clarke Nicklin Financial Planning

Panelist

Mitul Pandya

Founder & MD, Charterwells

Panelist

Mausam Vazirani

Director of Global Partnerships, Befree

Moderator

WHAT'S IN STORE

An evening designed to bring together meaningful conversations, great company, exceptional food, and a few unexpected moments along the way.
5:30 – 6:00 PM

Start with a Conversation

Drinks, introductions and time to reconnect before the evening begins.

6:00 – 6:10 PM

Welcome Note

A warm welcome from Befree leadership and a look at what’s ahead.

6:10 – 6:40 PM

Keynote Speaker

Join Katie King in the Keynote session as she uncovers an essential aspect for the fraternity: Clearing the Fog — From Doing the Work to Designing It

6:40 – 7:15 PM

A Live Panel Discussion

Join us for a live panel discussion where we unravel Beyond the Balance Sheet - What’s Next for the Profession? with experts from the industry Scott Herbert, Emilio Vences, Mitul Pandya, and Rob Milner

7:25 – 8:00 PM

Creating capacity for growth

Know how Befree's Futuristic Approach can enable Scalability for Firms Like You

8:10 – 8:20 PM

Closing Note

Real client experiences, tangible outcomes and the possibilities created through smarter ways of working.

8:20 – 9:30 PM

Desserts, Drinks & Networking

Keep the conversations going over drinks, connections and more time together.

MEET OUR TEAM

Allan Edward, Director of Sales at befree for Paraplanning and Mortgage

Allan Edward

Partner

Shaun Barhate

Shaun Barhate

Director

Rahul Paliwal, Director at befree and ICAI professional

Rahul Paliwal

Director

Mausam Vazirani

Director

Himanshu Gaekwad, Head of befree for Paraplanning and Mortgage

Himanshu Gaekwad

Head of Operations

Jack Webster - Business Development Manager at Befree

Jack Webster

Business Development Manager

A ROOM BUILT FOR GOOD CONVERSATIONS

Bringing together the people building, scaling and shaping modern professional services.

  • Accounting & Bookkeeping Practices: Partners, directors & practice leaders
  • Financial Planning & Wealth Management: Principals, advisers & paraplanning leaders
  • Mortgage Services: Brokers, owners & operations leaders
  • Growing Professional Services: Leaders scaling capacity, people & margins

GALLERY

THE BEST CONVERSATIONS
AREN'T SCHEDULED

They’re discovered.
We’d love to have you with us.
RSVP NOW

Thank you for your interest in Beyond the Books. Registrations have now closed for the event. For more information on our upcoming events

Visit our website to know more