Speaking
Arranging a conference, workshop, or webinar for accountants? Although I now spend much of my time mentoring sole practitioner accountants, the practice development related insights I share from the platform are relevant to firms of every size.
Let’s talk and see if I’m the right specialist speaker to work with you to deliver tailored, impactful content for your audience.
Live & Virtual talks
Presentations for Professional Success
Today, my work gives me a unique front-row seat to the issues affecting independent practitioners and smaller firms. Those same commercial, technological and strategic challenges increasingly affect firms of every size.
With almost two decades of professional speaking experience, my talks cover a range of practice development issues including: Preparing for the near future, how to stand out effectively, using LinkedIn, and more.
I aim to ensure that my audiences always leave with actionable strategies and insights. Full details below
Hundreds of podcast interviews, mentoring conversations and Sole Practice Club discussions keep me closely connected to what’s really happening across the profession.
You can also see from dozens of recommendations and testimonials that I am an accomplished and entertaining professional speaker – on stage, in offices, and online.
Every talk is customised to your audience’s unique needs and interests, ensuring relevant and impactful takeaways.
Over the years, I have been commended for keynote speeches and talks at conferences for professional bodies, associations, conference organisers, and professional firms.
What they say about Mark
A selection of testimonials from satisfied clients who often highlight the transformative impact of my talks.
Mark gave a superb keynote presentation on ‘How to get more of the referrals you really want’ at our recent EMEA Regional Conference in Budapest (May 2022). Our audience of senior and managing partners from accounting and law firms across 40 countries scored Mark VERY highly (as did I!) for not only his compelling content, but also his entertaining style of delivery. He brought a high level of energy to the room and kept everyone engaged for the duration. Mark was also extremely flexible and unflappable when his session’s timing was different to the original plan- this was really appreciated. It was one of the very best presentations we have enjoyed at an AGA conference and the perfect way to close our event on a real high.
I cannot RECOMMEND Mark highly enough to anyone looking for a high calibre speaker who understands the business of lawyers and accountants and who will educate and entertain the crowd!
Many of our accounting clients have been asking for webinars around how to boost profits and add value to their business. Mark ran a really comprehensive, useful webinar that covered all the essential areas of how to take that first step and beyond!
It was a real pleasure to work with Mark, we received great feedback from clients and it led to us onboarding some new clients too!
Very engaging webinar content and speaker – thanks Mark!
Over the years I’ve heard so much about Mark and certainly a lot of his articles seem to make good sense to me.
But I’d never met or seen Mark present until last week. I have to say, Mark is a great speaker, able to hold the attention of an audience but more importantly able to stimulate thought and discussion on where the accountancy profession is headed.
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.
I had the pleasure to work with Mark Lee when he spoke at Morison KSi’s first conference in Bucharest. Mark addressed our delegates (over 180 accountants) on how to STAND OUT and the session was extremely well received. Mark is very energetic and engaging and provided delegates with lots of tips! Mark also facilitated a marketing interest group focusing on social media – again Mark did a fantastic job at leading the session and his wealth of experience was very impressive.
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.
Mark is entertaining, insightful and leaves behind huge value. I’ve seen him speak many times and he never fails to deliver new ideas and incredibly valuable content. He’s one of the most accomplished speakers in the UK, and if you get the chance to book him for your event, grab it with both hands.
There are also over 100 recommendations at the foot of Mark’s Linkedin profile
Live & Virtual talks
Looking for something special?
You might be thinking, “This all looks great, but my audience is different. They need something unique. If only Mark could deliver THAT!”
Absolutely, he can! Mark excels in creating tailored programs that achieve exactly what his clients need.
Mark is a popular choice whether you want to engage more members of your team in your vision, kick-start a strategy review, or simply engage a top-quality and highly regarded speaker to inspire, motivate, and entertain your audience.
My current work gives me continual exposure to the changing realities of accountancy practice. That means audiences hear current examples, recent conversations and practical ideas rather than recycled conference material.
My aim is always to elevate events to the next level.What really matters to me is the impact I have on audiences. I draw on my wide experience in practice, my magical background and my professional speaking training to motivate, inspire, and entertain. I want my messages and key learning points to be recalled and remembered long after I have finished.
Live Talks
Keynotes
The future demands different accountants to those of yesterday
Can also be presented with a specific focus on the impact of AI; these practical, distinctive, entertaining and insightful sessions evidence what accountants need to do to succeed in a an increasingly AI-led profession.
Live Talk
The future demands different accountants to those of yesterday
The speed of change in the accountancy profession is faster than ever before. No longer is it safe to wait, watch and learn from the pioneers. That only worked in the past when things moved more slowly.
The decisions and choices you make today could mean the difference between success and failure, for your practice, your career and your future.
Attend this practical, entertaining, distinctive and insightful session to learn how 5 types of AI present accountants with exciting opportunities. You'll also get to clarify many misconceptions about the impact of AI on your future.
What do you need to do differently to succeed? Whether as a partner, practice owner or simply as an ambitious accountant.
With informed forecasts reflecting the changes and opportunities presented by increasing use of AI within the profession, Mark Lee will help you change your own future in a way few others could.
Benefits
You will learn
- How 5 types of AI will transform your daily operations
- Misconceptions surrounding the use of AI in your office
- Techniques to make your practice more efficient and client-focused
- Current and prospective use cases of 5 types of AI in accountancy
- Insights into the essential business skills that will set you apart in a competitive market
- What accountants need to do to stay ahead and to have a long-term future in the profession
- Proven methods to stand out and attract the clients and talent you need to thrive
The truth about how to use social media and Linkedin for business and not just for fun
This is THE talk for accountants whether excited, cynical, hopeful or disappointed by their initial efforts to use social media and Linkedin for business purposes.
Live Talk
The truth about how to use social media and LinkedIn for business (and not just for fun)
Benefits
You will learn
- What is and what is not possible on key social media platforms
- Why you should ignore much of the generic advice you see re social media
- Why it is important to treat Linkedin very differently to other platforms
- How to get maximum business value from each social media platform
- How to use social media for lead generation
- How to avoid wasting time and money on social media activity
How to be better remembered, referred and recommended
Securing more of the clients you want starts with being seen as more than ‘just another accountant’.
Live Talk
How to be better remembered, referred and recommended (the 3 Rs)
Securing more of the clients you want starts with being seen as more than 'just another accountant'.
That means making it easy for people to Remember you, Refer you and Recommend you so as to help your practice grow.
You need to be remembered better than the other accountants around. And you want to be referred and recommend to the type of people you would want as clients, who want you to do the work you enjoy and for the fees you deserve.
Hope is not a strategy so it's worth learning what you can do to move yourself up the 3 Rs scale towards success.
Unlike some speakers Mark doesn’t demand that everyone follows the same route to success or that the same techniques will work for everyone.
Benefits
You will learn
- Why being 'remembered' is not enough to generate the business you want
- What to do to stop being seen as 'just another accountant';
- The 3 missing elements in the popular 'know, like and trust' formula
- The 4 suits approach to having more powerful conversations
- How you can use Linkedin and social media to boost your 3 Rs without posting loads of content
- How to adopt Mark's 5Ms to avoid wasting time and money on the wrong marketing and networking activities
Live or Virtual
Other Popular Talks:
Easy ways to boost your profits and practice with advisory services
Mark will share plenty of quick wins, commercial ideas and numerous tips as to how you can move beyond a focus on recurring compliance work.
Live or Virtual
Easy ways to boost your profits and practice with advisory services
Benefits
You will learn
- The 6 different types of services accountants provide and what it takes to move 'up' the scale
- Why you need not be scared of expanding beyond compliance work
- Different approaches you can adopt as regards the business advice you deliver
- How to educate clients to appreciate the value of your advice
- Whether to take little steps or giant leaps forward in this context
How to be remarkable and more than ‘just another accountant’
When networking and marketing, face to face or online, you will have far more success if you embrace what makes you you.
Live or Virtual
How to be remarkable and more than ‘just another accountant’
Benefits
You will learn
- Simple ways to be remarkable and to stand out from the crowd
- Why this will make you more attractive to your ideal clients
- 7 approaches that could ensure you are more memorable
- What changes to make to your website so that it works better for you
- How you can use Linkedin to help you stand out positively
Prioritising what really matters in your practice
During this webinar you will be inspired by tips, insights and advice drawn from Mark’s many years of experience as a mentor and coach to sole-practitioner accountants.
Live or Virtual
Prioritising what really matters in your practice
Benefits
You will learn
- What your calendar reveals about your priorities
- How to take back control!
- Identifying what needs to be DOA
- Understanding a simple time management matrix
- Avoiding unproductive distractions
- The simple but practical NUBI trick to dealing with your priorities
5 unproductive distractions accountants need to avoid
This webinar will ensure you can focus on what matters so you can IMPROVE your practice and achieve your goals.
Live or Virtual
5 unproductive distractions accountants need to avoid
Benefits
You will learn
- The truth about time management
- How to deal with BAD clients
- What to do instead of wasting time with marketing that doesn't work
- How to distinguishing good and bad CPD
- How to ensuring NO clients have reason to make formal complaints
Using Linkedin effectively for lead generation
Linkedin is best considered as an online business networking platform. Once you understand that it becomes easier to appreciate how to use it effectively for lead generation.
Live or Virtual
Using Linkedin effectively for lead generation
Benefits
You will learn
- How to avoid wasting time and money on Linkedin activity
- Why you should ignore much of the generic advice you see re Linkedin
- Why a 'post and pray' strategy of posting more and more content rarely works
- What you can do to reach exactly the people you want to target
- The 5 simple tasks you can do in 20 mins a day to transform your results on Linkedin
How to be better remembered, referred and recommended
Securing more of the clients you want starts with being seen as more than ‘just another accountant’.
Live Talk
How to be better remembered, referred and recommended (the 3 Rs)
Securing more of the clients you want starts with being seen as more than 'just another accountant'.
That means making it easy for people to Remember you, Refer you and Recommend you so as to help your practice grow.
You need to be remembered better than the other accountants around. And you want to be referred and recommend to the type of people you would want as clients, who want you to do the work you enjoy and for the fees you deserve.
Hope is not a strategy so it's worth learning what you can do to move yourself up the 3 Rs scale towards success.
Unlike some speakers Mark doesn’t demand that everyone follows the same route to success or that the same techniques will work for everyone.
Benefits
You will learn
- Why being 'remembered' is not enough to generate the business you want
- What to do to stop being seen as 'just another accountant';
- The 3 missing elements in the popular 'know, like and trust' formula
- The 4 suits approach to having more powerful conversations
- How you can use Linkedin and social media to boost your 3 Rs without posting loads of content
- How to adopt Mark's 5Ms to avoid wasting time and money on the wrong marketing and networking activities
Outstanding Contribution Award
In 2024, Mark was presented with the first and, to date, only Accountex ‘Outstanding Contribution’ award.
The citation included reference to him being the only person to have spoken at every London Accountex since the event began in 2012.
