The fractional CFO opportunity: New research and discussions
29 April 2025
🗓 Wednesday 22 May | 🕓 4:00–6:30pm
🛎️ Limited spaces
Behind every set of accounts is a client in need of clarity; someone looking not just for answers, but for advice they can act on. They don’t want a spreadsheet. They want strategy they can trust.
At this exclusive event, you’ll hear how leading firms are stepping up as strategic partners, not by working harder, but by working smarter. That means better tools, tighter operations, and a modern approach to routine accounting activities that puts you in the driver’s seat, and – most importantly – can be automated.
Because becoming your client’s CFO-in-waiting doesn’t take a leap. Just a small shift.
Join senior leaders from BDO, Moore Kingston Smith, Duncan & Toplis, Sage, and Modulr for a candid, new research led panel discussion on the future of strategic accounting, and how operational changes can unlock deeper client relationships.
💡 New insights from 250 UK firms on the state of strategic services
👥 Real-world stories from firms already embracing the CFO model
🔧 Practical advice on making payments your firm’s secret weapon
Agenda
4:00 – 4:30pm | Drinks & reception
4:30 – 4:50pm | Welcome from Modulr
4:50 – 5:30pm | Expert panel & audience Q&A
5:30 – 6:30pm | Networking over drinks
🎤 Meet the speakers
- Katherine T – Director, BDO
- Nicki R – Partner, Moore Kingston Smith
- Damon A – Head of Payroll, Duncan & Toplis
- Chris D – Director of Product Marketing, Sage
- Joe R – Product Lead, Modulr
Why attend?
Because while others are still asking “what does advisory actually mean?”, you’ll be hearing how the best firms are already delivering it — at scale, and with impact.
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