Benefits of Engaging Mark Lee

As the UK’s leading accountant focused futurist I am typically invited to help accountants to prepare for the future and to be better remembered, referred and recommended. Whether you want to engage more members of the firm in your vision or to kick-start a strategy review, we should talk.

If I’m right for your event you can be confident that your audience will be very pleased with your choice. You can be assured of a tailored, entertaining and memorable talk containing relevant stories, examples, analogies and acronyms that will all contribute to stressing the key messages and learning points.

As the 120+ recommendations on Linkedin prove, my talks are routinely praised for the takeaway messages and memories. Also widely admired is my energetic, enthusiastic and magical style. I was once described as the most famous magician in the UK accountancy space!

I tailor my talks to appeal to and enthuse accountants and lawyers in different sizes of firms. I share insights and strategies to help your delegates to prepare for the future – which will involve bigger changes than I have ever seen in my career. Other talk topics and themes are equally practical and commercial with valuable takeaways.

Modesty aside, my reputation, experience and unique background mean that you can be confident that your audience will thank you for booking me to address your conference, event or away day.


  • Fellow of the Professional Speaking Association – wide experience gained over many years of stage time
  • Qualified Chartered Accountant – speaking from an insider’s perspective and as a past adviser to lawyers and law firm
  • Hundreds of Testimonials (and Recommendations  on Linkedin)
  • Treasurer of The Magic Circle – able to add a touch of magic to make presentations and talks extra memorable
  • Highly ranked accountancy influencer – Consistently ranked among the top influencers for more than ten years.
  • Self proclaimed debunker – challenges misconceptions and hype about marketing, social media and the speed of change.

Mark’s Presentations for Professional Success

Mark Lee is an accomplished and entertaining professional speaker, workshop leader and facilitator. He is equally at home presenting keynote talks at conferences, seminars and in-house away days as well as leading interactive workshops.

Mark’s latest talks are about the future for accountants and for lawyers and the action you can take to ensure your firm and people are well prepared and able to evolve appropriately.

Popular talks are summarised further down this webpage. Most popular titles currently (in 2020) are:

  • Future proofing your firm and your people
  • Being remarkable and more than ‘just another accountant’
  • The secrets to generating more of the referrals you really want
  • Debunking social media hype and how to really make it work
  • Using Linkedin to stand out and win more business

Mark’s sessions are always popular as he has built a formidable reputation. He may be controversial but he is always enthusiastic and positive. Unlike some other speakers he is not ‘in your face’ or aggressive and never tells audiences what they MUST do differently. Instead he encourages them to choose solutions and ideas that will work for them personally and in their specific practices.

You can book Mark to present his entertaining talks in-house for your firm or for wider audiences of accountants, bookkeepers and tax advisers.

See what other event organisers and audience members have said about Mark >>>>

You can find our more ‘About Mark’ here >>>

Over the years Mark has been commended for his keynote speeches and talks at conferences for professional bodies, associations, banks and professional firms.

Beyond the topics and themes below, you may also have heard Mark speak on related topics or you have some other business development related topic in mind. Please get in touch by phone or email, (see top line of this website) as Mark’s repertoire is always developing.

Where appropriate his talks include reference to his 7 point STAND OUT framework – for example in talks focused around Linkedin, social media and other topics chosen by conference organisers.

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What Makes Mark Lee STAND OUT?

Mark is regularly described as an entertaining, engaging and inspirational presenter who evidently has a lasting impact.

By profession Mark is a chartered accountant but he has never fitted the archetypal stereotype. In the early 1990s Accountancy Age magazine regularly pictured him and referenced his love of magic tricks in their back cover features on unconventional accountants. He has since been described as ‘the most networked accountant in the UK’ and is regularly ranked as one of the most influential speakers and commentators online. For many years he was one of the ‘go to’ accountancy personalities when the media wanted credible and independent quotes or interviews.

From the start of this century Mark has been invited to speak at dozens of prestigious conferences and seminars for accountants and lawyers. In 2006 he chose to move away from being a tax adviser, preferring instead to focus only on those elements of his career he had most enjoyed over the years – speaking, writing and mentoring.

As his bookmark shaped business cards note, Mark is also a ‘debunker’ keen to dispel myths, misconceptions and hype related to those topics of which he has a deep knowledge and interest.

To discuss whether Mark is available and right for your event, conference or workshop, Contact Mark on , phone 07769 692890 or book a convenient time to speak with him using this link >>>

Insight into my Talks

Future focused talks

We all know about the rise of cloud accounting, the move to commoditise compliance work and the likely impact of MTD. But what is there a little further around the corner? What are the key changes and developments that we need to start preparing for in the coming 12 months if we want to compete successfully, grow our practices or even remain in practice? Some of the topics addressed in this entertaining talk are exciting and liberating. Some are scary and some could mean bigger changes than ever before in the way we run our accountancy practices, service our clients and earn our living.

Titles include:

  • Meet the future: Your competition is adapting, are you?
  • The future is coming – will your firm be ready?
  • Future proofing your firm and your people
  • What happens before the robots take over? (And what you can do about it)
  • Does your firm have a real future?
Key takeaways for your audience typically include:
  • Increased awareness and understanding of how and when technology will change the role of accountants
  • Understanding how their practices will really be impacted by key changes and developments
  • Appreciation of the varied factors that will determine what they need to do to remain relevant to existing clients and to secure new clients
  • Recognition of what they can and need to do to benefit from and exploit the related opportunities
  • Agreement as to the need for more training and focus on the development of key business skills at all levels in the firm

Being REMARKABLE and more than ‘just another accountant’

The key to achieving greater success as an accountant typically requires you to be considered more influential and credible than the others.  At the same time you need to make it easy for people to Remember you, to Refer you and to Recommend you (3Rs); more so than your competitors. This is equally true for your face to face interactions and for those you have online too.

Hope alone will not enable any professional to build their careers or to grow their client base. Neither will networking, marketing or social media. Not unless people remember, refer and recommend or recruit you for the type of work you want, for the type of clients you want and for the fees you want. How easy do you make it for anyone to do this?

Adapting these talks to suit different audiences Mark Lee shares dozens of ideas that will help you to STAND OUT from other accountants in a positive and relevant way. Yes, some people choose to do this in a brash way but you can learn how to get even better outcomes in ways that suit you and your personality. There is no need to be tacky, loud, arrogant or aggressive.

These talks are built around one, some or all the elements of Mark’s easy to recall framework of 7 simple success strategies. The more of these you choose to apply the more likely you are to win more work and to be remembered, referred and recommended. But the choice is yours. Unlike some speakers Mark doesn’t demand that everyone follows the same route to success or that the same techniques will work for everyone.

During these entertaining, illuminating and distinct presentations you will learn:
    • Why you need to STAND OUT in a positive way from others who do what you do
    • The 4 suits approach to having more powerful conversations
    • Key elements of effective online profiles
    • How to adopt the 5Ms to avoid wasting time and money on your marketing and networking
    • How to adapt your presentations so they have more impact
    • The 7 fundamental principles that determine how well you STAND OUT from your competition

The secrets to generating more of the referrals you really want

The key to you achieving greater success as an accountant or a lawyer typically requires you to be considered more influential and credible than the others.  At the same time you need to make it easy for people to Remember you, to Refer you and to Recommend you (3Rs); more so than your competitors. This is equally true for your face to face interactions and for those you have online too.

Building a strong referral network is more important in 2020 than it has ever been.  What you want are not just generic referrals but more of those that play to your strengths, involve working with the type of clients you like, doing work you enjoy and that will pay the fees you are worth.

During this entertaining, illuminating and distinct presentation you will learn:

      • Why you need to STAND OUT in a positive way from others who do what you do
      • That being known, liked and trusted is not sufficient to get the referrals you want
      • What does a good referral look like?
      • Why the stories you tell will determine the referrals you get
      • The key elements of effective online profiles
      • Why being memorable isn’t the same as being referrable
      • How the sources of valuable new work are evolving
      • 7 ways to stand out and win more referrals

Debunking social media hype and how to really make it work

Love it or loathe it, social media isn’t going away.  On the one hand it is wildly misunderstood. On the other hand it is vastly over hyped. Professional firms can choose to ignore social media but, in so doing, will probably miss out on various related benefits and opportunities. Equally, it is all too easy to invest time and money that is never going to deliver the desired objectives.

Mark has presented on this topic as keynote talks and as a longer interactive workshop at firms’ away days.

He started using social media in 2006. By 2011 Accountancy Age described him as one of the most socially networked accountants. He is now consistently one of the highest ranked online influencers of the accountancy profession.  However he remains cynical about the way that some people hype up the benefits of social media. As an independent user and commentator he has no agenda beyond ensuring that his clients have clear achievable commercial objectives.

During this entertaining, illuminating and debunking presentation you will learn:

  • what is and what is not possible on each social media platform
  • why it is important to treat Linkedin very differently to other platforms
  • how to get most value from each social media platform
  • how to use social media for lead generation, and
  • how to avoid wasting time and money on social media activity.

Using Linkedin to STAND OUT and win more business

Linkedin is quite distinct from other forms of so-called ‘social media’. Over half of the UK business population has a profile registered on Linkedin, so clearly it is no longer a focus only for recruiters, job hunters and spammers. It has enormous potential value for lead generation and related business activities.
Accountants don’t need to be Linkedin experts to get more business through this amazing online business networking facility. Whether you like it or not, it’s another ‘shop window’ for your wares and enables your prospects to compare you with your peers. It’s also a simple route to finding more prospects and business.
Mark is recognised as one of the highest ranked online influencers in the accountancy profession.  He has been an active user of Linkedin for many years and now has over 10,000 connections on the site. He rarely connects with complete strangers, rarely receives spam and rarely gets ignored on the site. He has received over 100 recommendations and many hundreds of endorsements on his profile.
Audiences for these talks (which can also be presented as a more detailed workshop) will learn:
  • The single biggest mistake most people make on their Linkedin profile
  • 5 key elements of your profile that determine whether it works for you
  • 3 simple ways to find your ideal prospects on Linkedin
  • Speed up your lead generation activity and save networking time
  • Loads more practical tips and advice borne of experience rather than hype

These sessions are always content rich, practical and commercial. Unlike some Linkedin experts who present generic advice Mark always tailors his talks and masterclasses to his audiences of accountants. Alongside his positive advice and enthusiasm he also debunks myths, hype and misunderstandings – especially as regards social media and Linkedin.

Other talk topics:

  • Play your cards right to win the referrals game
  • The secrets to generating more of the referrals you really want
  • How to ensure that your Networking activity is more successful and more fun
  • Easy ways to boost your profits and practice with advisory services
  • How to better understand and do business with accountants
  • Moving more into advisory – you can do it.

If you are looking for an energetic, engaging and entertaining speaker – I would certainly recommend Mark Lee. Mark facilitated and presented at our European Conference and aside from delivering on the day, he took the time and care to understand our organisation, our delegates and tailored his delivery accordingly.

Liza Robins, CEO of Morison KSi

Kreston was delighted that Mark was able to speak at the Kreston EMEA Conference in Rome – The presentation was lively and interactive and I’ve no doubt that Kreston partners will confidently STAND OUT when bidding for more work. 90% of the delegates scored Mark – good to excellent, which is outstanding

Jon Lisby, CEO Kreston International

Mark Lee strode onto the stage at our ICPA Conference with a huge smile, a few props and a welter of help and advice to impart to the delegates.
At the end the smiles were on the faces of the delegates, myself included, because they had just enjoyed a thought provoking, intelligent and entertaining seminar from a man frankly at the top of his game.
I watched as the audience laughed whilst making copious notes and at no time were they talked down to or indeed sold to.
Accountancy at the small practice level can be a solitary profession and accountants are notoriously shy and introverted yet Mark was able to get them involved and vocal which could well be his greatest achievement.
I’m glad I asked Mark to appear and I’m glad Mark agreed to appear and much more importantly the delegates were glad that Mark came.

Tony Margaritelli, Chairman of ICPA