BASDA Annual Summit 2020

‘A Rapidly Changing World in a New Decade’

Join us for our virtual Annual Summit – a series of 4 online events to be held this October

Each online event will be packed with insightful sessions on the current issues relevant to BASDA members, identifying business development opportunities, technical and resource implications and offering access to our fantastic speakers through a curated Q&A.

The Agenda for each event has been developed based on current member feedback and will include Brexit, Open Banking, Making Tax Digital and Accessibility together with debates around other topical issues and much more… 

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

Cost 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 vison for MTD, the role of developers and key considerations for your software’

Keynote Speaker: Roy Wallace, Director, MTD Programme, HMRC

Session 1: In this session, Roy Wallace, 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 SDST, HMRC and Rebecca Hutton, Head of External Stakeholder Engagement, HRMC

Thursday, 15th October:

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

Keynote Speaker: Simon Lyons – Head of ECO System 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: Speakers from HMRC will discuss Accessibility – Direction of Travel and the impact on software developers. Louise Tarpy, Head of SDST, HMRC & colleagues

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

Cost 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 * 

* For any non-members that attend Summit fees will be redeemed against cost of membership should they join AND PAY within a 3 month period following the Summit dates.

Confirmed Speakers

Louise Tarpy

Louise Tarpy

HMRC Head of Software Developer Collaboration

A 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. In April 2019 Louise became Head of Software Developer Collaboration.

Rebecca Hutton

Rebecca Hutton

Head of External Stakeholder Team - Making Tax Digital

Rebecca joined HMRC in 2009 as a graduate on the Tax Professional Development Programme and spent 4 years training to be a Compliance Officer looking primarily at Corporation Tax. Rebecca then spent two years working enquiries into Oil and Gas companies before moving over to a Business Unit Head role where she had responsibility for the mid-size compliance teams across Scotland & the North East. She joined the Making Tax Digital team around a year ago and works with stakeholders to ensure business and agents have all of the information they need to comply with the new rules.


Stephen Bartlett

Stephen Bartlett

Chairman, Association of Freight Software Suppliers

Stephen has an extensive background in IT infrastructure and transformation with expertise in predictive data analytics. robotic process and desktop automation and customer front interfaces. His role as Chairman of The Association of Freight Software Suppliers (AFSS) brings together and represents many of the leading suppliers of software to the freight and transportation industry. The Association is recognised by HM Revenue & Customs and by BIFA and is represented on a number of Customs and EU consultation and working groups.

Anita Monteith

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.


Brian Palmer

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.


Tony Margaritelli

Tony Margaritelli

Chairman, ICPA

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.

How to Attend

Follow the link to Eventbrite to book your ticket/s for each of the 4 online events.  A special offer is in place to secure all 4 events for the price of 3.  You will receive a confirmation email following registration.  All events will be held using Microsoft Teams and a link will be sent to you in advance of each event.