Members in practice advisory board
The Members in Practice Advisory Board has been set up by ICAS to serve the needs of small and medium sized CA practices. The board, which is chaired by Karen Scholes, meets every 3 months to discuss matters affecting practitioners and considers how ICAS can help practitioners deal with the issues which they face in their day to day working lives and ensures that ICAS has the necessary support structures in place. The board is made up of a mixture of accountants in practice, with ICAS employees also playing a role in ensuring that the recommendations of the board are acted upon.
The board is made up of the following members:
Karen Scholes graduated from Napier University in 1984, before commencing training with Whitelaw Wells in Edinburgh. After qualifying as a CA in 1988, Karen returned home to Orkney to manage A.J.B. Scholes, the accountancy firm started by her late father. Under her direction A.J.B. Scholes has expanded and developed to become one of the leading accountancy firms in the north of Scotland.
A finalist in the 2005 Association of Scottish Businesswomen Awards, Karen is a leading figure in the Orkney business community. Nurturing young people in business is a particular passion, with Karen supporting and encouraging the next generation of entrepreneurs through her work with Young Enterprise Orkney and the Prince's Scottish Youth Business Trust. She's also a Stewart Ivory Financial Education Officer, delivering the SI Finance for Sixth Formers programme to senior school pupils in the islands.
Karen's main interests beyond accountancy, include the arts, running and walking. However, much of her free time right now is taken up with helping husband Kenny renovate the couple's new home in Kirkwall.
Kate is a Director at Ecovis Wingrave Yeats, chartered accountants and professional advisors, based in London's West End.
After graduating from the University of Southampton with a BSc in Economics, she had a short spell at Ernst & Young before joining her current mid-tier firm. Kate specialises in working with owner-managed businesses predominantly in the Media and Entertainment industry and covers both assurance and advisory work.
Kate has previously been the Chair of Capella, the student society, and also sits on the committee for England and Wales. Outside of work Kate loves a challenge, whether that's running the London Marathon or swimming the English Channel and is now enjoying spending time in her London flat, following two years of renovation.
Angus is a partner at Williamson & Dunn in Aberdeen. He qualified as a CA with the firm in 2003 and has quickly progressed up the ranks, having joined them as a trainee after studying Accountancy at Aberdeen University.
He specialises in a broad range of work areas including Audit & Accounts, Corporate and Personal Tax, Corporate Finance and VAT / Payroll all across a broad range of industry groups including Oil and Gas, Hospitality, IT and the Motor Trade to name a few.
In his spare time he enjoys playing Golf, Football and Walking.
Elisabeth known to everyone as Lissy, trained with Scott & Paterson in Edinburgh qualifying in 1992. From 1993 Lissy has worked in South West Scotland covering the whole region, and since 2003 has been a partner in the firm of Bell Ogilvy based in Castle Douglas.
Bell Ogilvy was established over 90 years ago and has become an integral part of the local business community, and a trusted adviser for the farming sector in particular.
Over the past twenty years Lissy has gained extensive general practice experience enjoying the challenge and demands of advising and supporting owner managed businesses. She has a particular interest in and knowledge of the agricultural industry, and has first-hand experience of this assisting her husband operate his own dairy farm. They have two children.
John is a principal in Cowan & Partners Limited, a general practice CA firm based in Leith. While principally a general practitioner, John is also an audit RI and has a wide experience in all aspects of audit, accounting and taxation, advising clients across a broad range of business types and industry sectors, including charities. Cowan & Partners is an ICAS training office and John is Training Principal in the firm.
Following graduation from Edinburgh University, John trained with Price Waterhouse in Edinburgh and after qualifying as a CA in 1983 spent over seven years in their tax department before moving to general practice with Cowan & Partners.
John is actively involved in a number of aspects of ICAS activities and is currently convenor of the local Area Training Committee and a member of the Student Education Committee and the CPD Regulatory Committee.
Outside work, John has held various roles in The Scout Association and is currently a member of the Trustee Board and Honorary Treasurer of The Scout Association in Scotland. John is married to Fiona and they have three children.
Emma Rodger graduated from Glasgow University in 1999 and spent 3 years training with Reeves and Neylan in Perth, specialising in working with owner managed businesses. After qualifying in 2005 Emma moved with Ernst and Young to Bermuda to work in their SME department. A few years in industry followed, as did a move back to the UK and 2 fabulous boys and in 2011 she decided to set up her own accountancy firm to achieve a better work life balance. She has never been busier!
Outside of work Emma is a keen runner and tennis player and is an avid Dundee United fan which is tricky when based in Sheffield. She is also closely involved with the local school and is Vice Chair of the Governing Body. Other interests include working with the tax charity ‘Tax Help for Older People’ to provide tax advice to those who otherwise would be unable to access professional help.
Paul trained and qualified as a Chartered Accountant with McLay McAlister and McGibbon leaving the firm in 1988 to join a national accountancy practice. He spent five years in senior roles in the profession which included a short period of time as financial controller for a group of construction companies before setting up his own accountancy firm, The Wallace Martin Partnership, in 1993.
After a period of rapid growth Paul merged the firm in 2001 with McLay McAlister and McGibbon where he became a partner. Paul has a large and varied business advisory portfolio and is experienced in all aspects of audit, accountancy, tax and corporate finance. He also has a number of other business interests and holds directorships in various companies including a community based charity.
Kathryn graduated from the Robert Gordon University of Aberdeen in 2001 prior to moving to Edinburgh for her CA training. After Qualifying in 2004 she worked in various practices in Edinburgh.
Kathryn's passion to assist owner managed businesses and give them clear financial direction, resulted in the creation of Cobalt Accountancy being formed in 2008.
Kathryn now sits on the board of various small companies, and the practice has become a safe haven for clients in the tech and creative industries. As a self-confessed techie-geek Kathryn has ensured her practice embraces technology and cloud computing. Kathryn currently lives in Edinburgh, with her husband.
Matt is Managing Partner of Atkinson Donnelly trading as ad+. He has always been driven and passionate about his work and excels in delivering an excellent service to his clients. He has assisted many companies in realising greater profitability and success. His firm belief is that above all else, a person can build a business by developing good relationships. Matt's no-nonsense, straight talking style has helped many clients in this regard. He is a keen supporter of many charities and has undertaken grueling tasks to raise money for charities such as St Andrews Hospice, including trekking across the Great Wall of China, Machu Picchu in Peru, the Rockies in Canada and Santiago de Compostela, Spain.
Matt is married and has three children, the eldest of which is a qualified Chartered accountant and the youngest is training to become an accountant. Matt's interests outside work include autobiographies, football and charity work.