That was one of the biggest things [is]: what got us here wasn’t going to get us to the next stage. And for me, I needed to lead myself. I needed to get healthy. I needed to not joke around, saying things that actually became true. I needed to lead myself so that others would then want to follow.
– Nick Sinclair, Founder and Chairman at TOAGlobal
In the second of three instalments, Heather Smith explores highlights from TOACon 2025. Technology is valuable only when it makes firms more secure, integrated, and in control, protecting data, clients, and workflows while supporting clearer communication. Tools, automation, and AI are presented as practical enablers of trust, transparency, and better client service, rather than goals in themselves.
Recorded at the luxurious Shangri-La Boracay, this episode dives into practical tools and strategies reshaping the accounting landscape.
Main Topics:
🌟 Customer Experience Strategy: Jason S Bradshaw on reducing client friction and defining your service promise.
🔐 Cybersecurity Deep Dive: Jenny Caune of Practice Protect on multi-layered security and sleep-at-night tech.
📊 Cloud App Report: Real usage data across 13 categories: what apps firms are actually using in 2025.
🔄 AccountKit Expansion: Matt Taylor from AccountKit on new features including reconciliations, integrations, and centralised workflows.
📈 Building a Business That Runs Without You: TOA Global founder Nick Sinclair on separating identity from business.
🧭 Truth in Leadership: Dom Thurbon on the fine line between experience and baggage, staying curious is key.
🏝️ Conference Culture & Community: Live insights from attendees on the power of connections, resilience, and hospitality.
Key Takeaways:
- Tech doesn’t build trust, clear communication does.
- Cybersecurity isn’t optional; it’s foundational.
- Real-time app data beats outdated reviews: use the Cloud App Report.
- Centralised platforms like AccountKit are simplifying workflows.
- Leadership breakthroughs come from clarity, not complexity.
I attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal, please visit their website: toaglobal.com
Technology is valuable only when it makes firms more secure, integrated, and in control, protecting data, clients, and workflows while supporting clearer communication. Tools, automation, and AI are presented as practical enablers of trust, transparency, and better client service, rather than goals in themselves.
Transcript / Quote
No transcript available for this episode.
