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Beyond Accounting – Mental Fitness

May 19, 2021 @ 11:00 am - 1:00 pm EDT

Beyond Accounting – Mental Fitness aims to inform Finance professionals about Mental Fitness – challenges and opportunities. This is the first in the Beyond Accounting series from Chartered Accountants Worldwide Network USA and the event is in partnership with the Institute of Chartered Accountants of Scotland (ICAS).

Program Description

In the opening session our speakers focus on the impact of covid on mental fitness. Nathalie McVeigh, Director with Eisner Amper, speaks about “The next normal – how to make it work for you”. Dee France, Chartered Accountants Ireland Member and Student Wellbeing Manager (Anxiety in the Workplace) and Lianne (Coping with Anxiety and Practical Breathing) share their thought leadership around these topics and then respond to audience Q&A.

In our second session, moderator Sarah Spiers interviews our keynote speaker Jonny Jacobs – who shares stories about his passion to drive change. This is championed through his many roles across non- exec platforms including being a Trustee of the Mental Health Foundation, Non Exec of Mental Health at Work, One Young World Ambassador, Goalkeeper of the Bill & Malinda Gates Foundation, Chartered Accountant of the Year 2017, and involved in various business and mental wellbeing forums.

Date: 19 May 2021
Time: 08:00 PST – 11:00 EST – 16:00 BST
Price: $30 (discounts for members, see below)
CPE: 1.8 credits

Discounts available for members

Attendance is free for members of ICAEW, ICAS, SAICA, CA ANZ and CA Ireland. If a CPE certificate is required (1.8 credits) there is a cost of $20. ICAEW, ICAS, SAICA, CA ANZ and CA Ireland members should use the following discount codes:

  • ba1free – If you just want to attend with no CPE certificate (cost is free)
  • ba1cpe – If you want to attend and be eligible for a CPE certificate ($10 off the $30 base price)

For members of other institutes to attend and/or obtain CPE credit the cost is $30.

To get more information please email: chiefexecutive@cawnetworkusa.com

Learning objectives

Finance leaders need to be aware and supportive of the impact of the pandemic on people that they work with. During this time many have had to adapt to new ways of working and the advent of new pressures and challenges to the way we work. These sessions are aimed at providing members with the perspective of those that we work with who are focused on wellbeing and mental fitness. By recognizing these challenges, we can acknowledge them and take steps to minimize their impact, and provide support to our colleagues, families and friends.

By the end of the session, attendees will be able to answer the following questions:

  • How ‘normal’ working has changed and what may come next / how to make this work for you. There is a lot about waiting for the next normal to happen, we discuss how we can create it with work/life integration, better boundaries, building resilience using virtual communication effectively and acknowledging the physiological reactions to ‘staying the course’.
  • The impact of anxiety in the workplace: the relationship between stress and anxiety. We will explore how these states can negatively impact our professional and personal lives, as well as providing some practical tools that can help to regulate and improve our emotional responses, while identifying practical ways to build resilience and mental wellbeing.
  • The importance of the breath and meditation as tools to support mental wellbeing and a practical breathing session
  • In the closing keynote, Jonny shares his experience with mental fitness in both a personal and work capacity and takes us through the importance for businesses to focus on mental health.



Nathalie McVeigh

Nathalie works with Eisner Amper and is Director – Center for Individual & Organizational Performance, Center for Family Business Excellence. Special expertise in building and developing top-performing teams. Proven track record in developing leaders through utilizing assessments and creating training curricula. Experienced at spearheading client meetings, trainings and teambuilding.



Dee France

Dee is Chartered Accountants Ireland Member and Student Wellbeing Manager. Her focus is on mental health, wellness, inclusion and diversity. Dee has over 25 years experience working in a wide range of multi-nationals in both London and Dublin. She is well placed to understand and empathize with the challenges and pressures, as well as the enjoyment of working in high-pressure




Lianne Stewart

Lianne is an ICAS qualified chartered accountant and as a qualified yoga teacher offers corporate programs and workshops guiding and teaching breathing and meditation practices.



Sarah Speirs (moderator)

Sarah is ICAS’s Executive Director for Member Engagement and Communications. Responsible for developing integrated communication strategies to promote ICAS’ external voice and influence with Governments and stakeholders and ensuring that members are better connected and engaged with the work ICAS does.



Jonny Jacobs

Jonny is an ICAS Chartered Accountant and Finance Director EMEA for Starbucks. Responsible for FP&A, commercial, supply chain operations and finance transformation. He is also a non-executive director of the Mental Health Foundation (London) and accomplished public speaker. His passion for people development, which led to the accolade of In-House Finance Team of the Year at British Accountancy Awards 2017, and shortlisted for Finance for the Future 2017 Awards, has helped drive Jonny’s mantra of building high-performing teams.



May 19, 2021
11:00 am - 1:00 pm EDT
Event Categories:


CAW Network USA