The Advisory Edge UK Roadshow

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Your Clients Are Making Decisions Without You. It's Time To Become The Voice They Can't Ignore.

Calling forward-thinking accounting firms! Spotlight Reporting + Clarity HQ will be in 3 UK cities in November 2026. Join us for a day of high-energy advisory and learn the playbook of the best accounting firms. Get practical approaches, connect with others, and take away ideas to implement in your own firm.

What to expect on The day

Learn how the best accounting firms are scaling advisory services, maximising revenue, and how they're helping clients plan ahead.

AI is already reshaping client expectations. Compliance margins are compressing. The firms pulling ahead aren’t waiting to see what happens – they’re building advisory models that are future-proof, profitable, and scalable right now. Join us to:

• Explore proven advisory and revenue frameworks
• Learn how to strategically apply AI into your workflows
• Discover how to structure and scale advisory packages
• Get an advisory edge to guide your clients to their next stage of business

Walk in with questions. Walk out with a playbook.

What You'll Take Away

A Proven Advisory Playbook
Get our 5-star advisory playbook – packaging services, scaling, pricing, and driving real results for clients.

Practical AI (no Hype)
Our expert will show you how leading firms are already using AI to deliver more, bill more, and advise better.

Your Advisory Engine
Learn how to build strong advisory workflows with Spotlight Reporting & Clarity – a monetisation techstack.

Lessons from the frontline
Hear from successful advisors who've made the leap – what worked, what didn't, and what they'd do differently.

New Industry Connections
Connect with advisory leaders who are going through the same things as you are. You are never alone!

New Client Strategy
Learn to strengthen client relationships, really connect, and be their greatest ally in business.

Locations & Dates

Manchester, 3rd November
DoubleTree by Hilton Manchester - Piccadilly
One Piccadilly Place, 1 Auburn St,
Manchester M1 3DG

Milton Keynes, 4th November
Xero
100 Avebury Blvd,
Milton Keynes MK9 1FH

Event Agenda

• 8:50am–9:00am Welcome / Introductions
• 9:00am–9:40am NextGen Advisory Presented by Steven Briginshaw FCA FMAAT
• 9:40am–10:20am Transform Your Firm Presented by Richard Francis FCA
• 10:20am–10:40am Fireside Chat - Special Guest at Each Location
• 10:40am–11:00am Coffee Break
• 11:00am–11:45am Your AI Strategy to Scale Advisory Presented by Aynsley Damery BComm FCA CPA and Richard Francis FCA
• 11:45am–12:05pm Fireside Chat - Special Guest at Each Location
• 12:05pm–1:00pm Lunch
• 1:00pm–1:15pm Sponsor Pitches
• 1:15pm – 2:30pm Workshop - How to Scale Advisory Without Headcount Presented by Aynsley Damery BComm FCA CPA and Steven Briginshaw FCA FMAAT
• 2:30pm–2:45pm Coffee Break
• 2:45pm–4:00pm Workshop - Spotlight Masterclass Presented by Richard Francis FCA and Mel Rollason FCA
• 4:00pm–4:30pm Closing Q&A With All Speakers And Guests
• 4:30pm–5:30pm Networking Hour

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

Who should attend?

• Partners, practice owners, managing directors, heads of advisory.
• 5–100+ employees, £300k–£5m+ revenue.
• Sole practitioners through to multi-partner firms.
• 10+ years in practice. Hands-on with clients. Comfortable with technology.
• Open to ideas. Bias to action. Aspirational. Knows change is needed but wants a proven framework, not theory.

There will be 40-60 delegates in attendance at each city.

Ticket Options

Each ticket includes CPD Certification, lunch, refreshments, and networking drinks.
Tickets are strictly limited to 60 per city.

• Early Bird: £49
• Standard: £99
• Additional attendee from your firm: £49

This roadshow is proudly brought to you by Spotlight Reporting & Clarity® HQ

Strong client relationships are built on clarity, insight, and actionable strategies. That’s why Spotlight Reporting and Clarity HQ have joined forces, to give accountants and advisors the tools they need to deliver even greater impact. By combining Clarity’s award-winning business advisory platform with Spotlight’s industry-leading reporting and forecasting solutions, firms can unlock new opportunities to guide clients toward success.

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 for firms new to advisory?

Absolutely. Whether you’re just starting out or growing an established advisory model, the frameworks are designed to scale and help across all instances.

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.