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BASDA Annual Summit 2020: 'A Rapidly Changing World in a New Decade'

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Join the BASDA 2020 Virtual Summit - an impressive line-up of speakers covering the most pertinent topics for our industry

About this Event

Join us for our 2020 Annual Summit - a series of 4 virtual events to be held during October 2020

Each event will be packed with insightful sessions on the current issues relevant to BASDA members – from both commercial and product/development perspectives - along with access to our fantastic speakers through a curated Q&A.

The Agenda for each event has been developed based on member insights and feedback and features highly relevant topics impacting all - including Brexit, Making Tax Digital, Open Banking, Accessibility and much more…

With an impressive line-up of speakers covering the most pertinent of topics, supplemented by a number of experienced panel members we are pleased to announce:

Speaker line up is being finalised and the agenda will be updated regularly.

Special Offer to Attend:

Members – Each event £10 or book 4 for the price of 3 @ £30 + VAT

Non-Members – Each event £20 or book 4 for the price of 3 @ £60 + VAT * *Non-Members will receive a refund of 50% of booking fees against any new member sign ups within a 3 month period from the event.

Dates and Times:

Thursday, 1st October at 12 noon until 1.30pm

Thursday, 8th October at 12 noon until 1.30pm

Thursday, 15th October at 12 noon until 1.30pm

Thursday, 22nd October at 12 noon until 1.30pm


Thursday, 1st October:

'HMRC’s Vision for the future and what Brexit can mean to your software and your customers'

Keynote Speaker: Andres Honeywell, CIO, HMRC

Session 1: In his keynote, Andres Honeywell will share insights and commentary on the major issues and challenges for HMRC in this decade including implications due to change in Borders and Trade (EU exit) and digital transformation - needs and challenges. Andreas will also be taking questions from attendees.

Session 2: Brexit – How does this affect your business? In this session, the impact of Brexit on business, impacts on importing and exporting and the challenge for software providers to support trade will be discussed.

Guests speakers include: Stephen Bartlett, Chairman, Association of Freight Software Suppliers.

Thursday, 8th October:

'HMRC’s vision for MTD, the role of developers and key considerations for your software'

Keynote Speaker: Roy Wallace, Interim Director, CS&TD Making Tax Digital, HMRC

Session 1: In this session, Roy Wallace, Interim Director, MTD Programme at HMRC will set out HMRC’s Vision for the MTD Programme, how it plans to get there and the role of software developers in achieving same. Roy will also be taking questions from attendees.

Session 2: Update on MTD plans for the developer community

Guest speakers: Louise Tarpy, Head of External Software Integration, CDIO – Enterprise Integration Services, HMRC

Thursday, 15th October:

'The dynamic landscape of payments and how Open Banking is transforming this, and your software propositions'

Keynote Speakers: James Whittle, Director of Standards, Pay.UK and Simon Lyons, Head of Ecosystem Engagement, Open Banking

Session 1: Our panel of guest speakers will discuss Faster Payments and the Open Banking Revolution – what’s happening and why it’s important to participate.

Session 2: Guests speakers representing the main accountancy bodies will join us to discuss the biggest challenges for accountants, bookkeepers and businesses in 2021, including payments & collections handling (including how Faster Payment / Open Banking fits in), and how BASDA members can support their members from a software perspective.

Both sessions will include a Q&A session with attendees.

Thursday, 22nd October:

'How Accessibility will impact your software, your business and your outlook'

Keynote Speaker: Richard Morton, Head of Accessibility, Government Digital Service

Session 1: Our guest speakers will discuss inclusivity in a digital world; the new accessibility requirements for digital communications and how to go about ensuring your digital communications meet those standards.

Session 2: Louise Tarpy, Head of SDST, HMRC will discuss Accessibility – Direction of Travel and the impact on software developers. This panel event will include the inspirational Robin Christopherson MBE, Head of Digital Inclusion at AbilityNet and two BASDA members (B&CE and Intuit) sharing experiences within their business and development of software.

Both sessions will include a Q&A session with attendees.

Biographies on key speakers:

Richard Morton

Head of Accessibility for Government at Government Digital Service - Cabinet Office

Richard focuses on building the accessibility capability of government and the wider public sector through Accessibility Empathy Lab sessions, clinics, training and testing, and the cross government accessibility community.

Andres Honeywell

Chief Information Officer for Corporates, Customer Strategy & Tax Design, HMRC

A seasoned technology leader and change disruption leader with over 20 years’ experience who enjoys helping organisations to harness the power of technology solutions through modern day digitalisation and data to improve customer interactions and deliver against business strategy to drive growth. Andres is leading the digital strategy and end-to-end IT services to enable the Corporates, Customer Strategy and Tax Design Directorates, whose purpose is to create a brilliant finance, revenue and customs system for the future and a great place for people to work.

Roy Wallace

Interim Director CS&TD Making Tax Digital, HMRC

Roy is Interim Programme Director for the Making Tax Digital (MTD) Programme and has been on the MTD programme since it was initiated back in 2015. He has been a civil servant for almost 40 years and has followed a clear Project and Programme Management career path since joining HMRC some 18 years ago and has been involved with major HMRC deliveries since joining. Primarily these roles have been around moving HMRC services on-line e.g. the Carter Programme (which digitised the first HMRC services).

James Whittle

Director of Standards, Pay.UK

James is responsible for Standards and Architecture and has led the establishment of the Standards Authority at Pay.UK. James is a thought leader on standards and is involved with various forums in the UK and internationally to advance how standardisation meets the evolving needs of industry and end users. He has also worked with the G20 regulators to lead the development of ISO standards for the benefit of both the private and public sector, notably the ISO 17442 Legal Entity Identifier. He was extensively involved in PSD2 and co-chaired the European API Evaluation Group with the support of the European Commission and European Banking Authority. Prior to working in financial services James worked in the consumer goods industry developing e-commerce standards for cross-border trade and international supply chains.

Simon Lyons

Head of Ecosystem Engagement, Open Banking

Simon has spent twenty plus years in digital banking and payments. Leading the corporate digital channel at The Co-operative Bank for a range of clients including 140 Local Authorities, 15 agency banks and the delivery of the first digital vulnerable adult platform. He has led data driven initiatives for the benefit of customers across multiple verticals. A period working in virtual cards and virtual accounts widened his skill set. Being deeply involved in PSD1 gave Simon a unique insight into the way that banking was evolving. He saw the corporate data and customer solutions that Open Banking was going to enable for retail and small business customers. He now leads Open Banking Ecosystem Engagement and works with multiple Government bodies and varied industry verticals to extol the benefits of Open Banking and make them real.

Louise Tarpy

Head of External Software Integration, CDIO – Enterprise Integration Services, HMRC

HMRC ‘lifer’, Louise’s progression through the ranks has seen her undertake a wide variety of roles; from debt collection, to business analyst, to subject matter expert. In Mar 17, she took on her biggest challenge to date, creating a brand new Digital Relationship Management (DRM) function. DRM work in partnership with the long-established Software Developer Support Team (SDST), together making up Software Developer Collaboration (SDC). SDC is dedicated to delivering HMRC’s ambitious API Strategy, by supporting commercial product development and building long-term, collaborative relationships with the software industry. Following Lee Hawksworth’s recent departure to a new role in Apr 19, Louise has taken over as Head of Software Developer Collaboration.

Robin Christopherson MBE

Recognised as a leading expert on accessibility and digital inclusion, Robin Christopherson of UK tech charity AbilityNet is a regular speaker raising awareness of the power and potential of technology to transform people's lives. His work was recognised with the award of an MBE in the 2017 Queen's new-year honour’s list for services to digital inclusion. Robin is also once again a judge in several notable awards this year – including the Digital Leaders 100, the Tech4 Good Awards and the Global Mobile Awards at Mobile World Congress. He is also a member of the All Party Parliamentary Groups on Disability (APPGD) and Assistive Technology (APPGAT) and was last year listed among the UN's ‘World's top 100 most influential people in digital government’ voted by over 500 organisations including governments and global NGOs.

Brian Palmer

Tax Policy Adviser of the Association of Accounting Technicians

Brian Palmer is a past president and fellow member of the Association of Accounting Technicians, the body’s tax policy adviser, and appeared on Accountancy Age’s Financial Power List 2019. He is also managing director of Tax Policy Advice. 

Anita Monteith

Technical Lead & Senior Policy Adviser, Tax Faculty, ICAEW

Anita is the technical manager responsible for tax policy at ICAEW and has been closely involved with online filing developments in tax since self-assessment started in the mid-1990s. She was involved both with iXBRL for corporation tax and the implementation of Real Time Information for payroll and is currently focussed on the implementation of Making Tax Digital. She is a qualified Chartered Accountant and Chartered Tax Adviser and a past chairman of the ICAEW Tax Faculty. 

Anita is a regular speaker and chairperson at conferences, appears frequently on television and radio talking about tax and is a regular on Radio 4’s Moneybox.

Tony Margaritelli

Tony has been the Chairman of the ICPA since 2001 and has been a Senior Partner of AJM Accountants since 1980. He writes content for ‘Accounting Practice’ magazine and is at the forefront of providing new and relevant membership benefits for the ICPA membership. Tony is also involved in consultations and fighting for the small practice accountants.

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