European CGMA® Conference
Wednesday 13 November
9.00 – 9.30am Registration and coffee 9.30 – 9.45am Welcome and introduction
9.45 – 11.00am Keynote Robert Peston, Award winning Business Editor Over the last five years, the challenges of the economy have had a great impact on businesses across the world, and have changed the way in which organisations conduct themselves. Although the world economy appears to be on the road to recovery, are businesses enjoying the full effect of this? What are the biggest problems that businesses are facing today? This keynote from award winning business editor, Robert Peston, will evaluate the economic climate for companies at home and abroad, both now and in coming years, the risks and opportunities, and set the scene for the conference theme - Beyond the financials.
Including Q and A
11.00 – 11.30am Coffee
11.30 – 12.30pm Breakout
Essential soft skills Clare Haynes, Soft skills and organisational psychology specialist, Wildfire Ltd Mastering the right soft skills can help gain a decisive edge in modern business, whether you’re presenting to clients, at interview or seeking to impress the executive board. This session will explore how to integrate the tactics necessary for team and the top table. Clare will discuss the vital communication and people skills required to stand out, as well as providing insight into simplifying up-skilling effectively.
Attracting talent in times of scarcity Kevin Green, Chief Executive at Recruitment and Employment Confederation (REC) Kevin will look at the current developments in the professional jobs market. The talent war that’s been talked about for over a decade is just about to become a reality. He will also define what employers mean by talent and explore what employers are doing to attract and retain business critical employees.
When business model theory and the real world collide Andrew Thompson, Finance & Commercial Director, SkyIQ Andrew will talk us through how Sky makes business models work in practice, what some of the key challenges are, what the operational and people considerations are, and perhaps most importantly how models need to adapt and evolve. 12.30 – 1.45pm Lunch
1.45 – 2.45pm Breakout
Creating additional value by partnering the business effectively Gavin Donaldson, Director, KPMG This session will highlight how finance can add value ‘beyond the financials’ with references to how organisations have developed the role of a finance business partner to influence the business in making the right decisions. The session will be practical and highlight some of the challenges that need to be overcome for this partnering model to succeed.
Ethical leadership: responsibility and reputation Tanya Barman, Head of Ethics, CIMA Referring to recent CGMA research into responsible business as well as risk and reputation, this session will highlight the importance of ethical leadership in embedding the right values to do the right thing. With a rising demand for transparency and increasing distrust in business, the links between ethical leadership and high performing cultures are becoming stronger. As professional accountants, with obligations to uphold a global code, CGMA designation holders are well placed to champion ‘doing good’ as well as ‘doing well’.
Maximising ROI in finance systems development Andrew Carfax, Enterprise performance management specialist, PureApps Ltd Whether investing in enterprise performance management, business intelligence or a new ERP solution, the numbers are large and the risk of failure is real and significant. This presentation will examine each stage of the finance system development from identifying the business need, through to business case, implementation and post implementation review, discussing best practice techniques to ensure risks are managed and dealt with appropriately and maximum ROI is delivered.
2.45 – 3.15pm Coffee
3.15 – 4.30pm Keynote and panel discussion From insight to impact: unlocking opportunities in big data Peter Simons BBS (Hons), MBA, ACMA, CGMA, Technical specialist, CIMA Technology is once again changing the rules of business. Like the industrial revolution of the 19th century and the IT revolution of the 20th century, a new business era is dawning as companies are using new and powerful tools to combine and analyse unprecedented volumes of data. This trend – often described as big data – marks a major shift in the way companies conduct business. This session will look at CIMA’s latest report and will explore ways in which management accountants can work with IT professionals, data scientists and business leaders to create a strategy that extracts value from data assets more effectively.
4.30 – 4.45pm Closing remarks
Evening – Wednesday 13 November
7.00 – 7.30pm Registration
7.30 – 11.30pm CGMA dinner – BAFTA
11.30pm Close Thursday 14 November 2013
9.00 – 9.30am Registration 9.30 – 9.45am Welcome and introduction
9.45 – 11.00am Keynote Nick Leeson, The Original Rogue Trader Nick will talk frankly about what happened with Barings, the lack of accounting safeguards, his capture and confinement for 9 months in a Frankfurt prison and being sentenced to 6 years by the Singapore court for forgery and cheating. In the aftermath of the AIB trading scandal in New York, and the collapse of Enron and Worldcom, Nick provides a fascinating insight into the continuing failures of senior and middle management at large corporations who still fail to protect shareholders and customers. Including Q and A
11.00 – 11.30am Coffee
11.30 – 12.30pm Breakout
Change management: The ultimate challenge – hosting London 2012 Julie Nerney, Change management specialist Change is no longer an option for organisations, it is the status quo. Incremental or transformational, proactive or reactive, what are you doing in your organisation to identify, lead and execute effective change? Julie will share her personal five point manifesto for change, illuminating this with her experiences with London 2012 and other examples from her varied career. This presentation, and the opportunity for you to share your challenges in the Q and A, will give you the insight required to confidently manage change in your organisation.
The next generation of employees: The CIMA Higher Apprenticeship in Management Accounting David Rowsby, Regional Director, Europe, CIMA Organisations in England, Wales and Northern Ireland can now recruit management accountants of the future through this new apprenticeship scheme. The new recruits will be talented, young individuals who will be trained by their employers to gain key business skills while also studying for the CIMA Certificate in Business Accounting. Discover how apprentices could benefit your organisation, and get feedback from organisations currently employing apprentices - with Siemens and PwC.
Risk and Innovation: The keys to prospering over the long term Doug Bonthrone ACMA CGMA, former Director for Global Services Strategy, Coca Cola Risk and innovation are connected, but different. Both are critical to long term business success and are key areas in which CFOs and CGMA designation holders must play and add value. The multitude and complexity of risks requires a systematic approach to managing them. In discussing how to deal with risk, Doug will break down a risk management process he has used in the past. He will also discuss the implications and need for a systematic approach to managing innovation. Learn about the five key enablers/ prerequisites for successful innovators as well as risk and innovation implications. 12.30 – 1.45pm Lunch
1.45 – 2.45pm Breakout
Developing your personal brand Jacqui Malpass, Personal brand strategist The reason some people climb the career tree faster and higher than others is not just down to skills, experience and qualifications. You are more likely to be selected for increasingly responsible positions based on how others perceive, think, and feel about you. That perception is called personal brand. In this personal branding workshop, we will discuss how to gain clarity about your image and connect who you are to what you do and why. The session will also discuss how the world perceives you and how you can ensure you are in control and can take advantage of change.
Developing talent Susannah Clements, Deputy Chief Executive, CIPD Companies can spend thousands or hundreds of thousands of pounds out in the marketplace recruiting top talent – whilst ignoring the high potential individuals within their own organisations. Susannah will explore how to identify and develop your own talented individuals, building a pipeline of experienced high potential people – and will highlight the common pitfalls of internal programmes as well as discussing how to demonstrate the benefits. She will discuss how organisations can support a culture of talent development, as well as how managers can encourage individuals’ development.
A Sustainable Business Strategy Andrew Jones C.Eng. B.Eng. FEI MCIBSE, Director, EAV Associates ‘Corporate reporting should be driven by proactive integrated thinking and decision-making rather than compliance requirements’. This is an intent at the core of integrated reporting. But, are we so dedicated to after-the-event reporting that we overlook the real value that a pre-planned sustainable approach can bring to shareholders and society? In this workshop we will identify and discuss ways that organisations can benefit from a better understanding of sustainability. We will explore what a best-practice sustainable business plan looks like and give members guidance on how to assess ‘where are we now’ and how do we get to ‘where we want to be’.
2.45 – 3.15pm Coffee
3.15 – 4.15pm Keynote Mike Forde, former Director of Football Operations & Executive Club Director for Chelsea Football Club During his time working in the English Premier League, Mike Forde experienced the pinnacle of high performance cultures having worked with some of the most successful teams in club football. Mike will look at a number of areas of performance management, including the DNA of a high performance environment. This will look at how to embrace uncertainty and volatility in the market and seeing it as part of your competitive advantage, as well as setting a culture for sustained success, profiling the next level and developing a winning organisational mindset. Mike will also look at the performance of the individual by profiling the characteristics of an elite high achiever as well as the role of talent in creating a powerful organisation. Including Q and A
4.15 – 4.30pm Closing remarks Speaker Information
Robert Peston Kevin Green Award winning Business Chief Executive, Editor Recruitment and Employment Confederation (REC)
Amongst many scoops, it was Robert Peston who revealed Kevin Green has been the Chief Executive of the Recruitment that Northern Rock was close to technical insolvency and and Employment Confederation since June 2008. The REC had approached the Bank of England for emergency support. is the professional body for the UK’s 25 billion private This was the beginning of a chain of events in the banking recruitment and staffing industry. sector which affected the entire world economy and in 2009 took the world into recession. Before starting at the REC, Kevin worked for the Royal Mail from 2003 to 2008. His last role was HR Director Robert Peston was previously City and Assistant Editor for Royal Mail Letters; where he was responsible for of The Sunday Telegraph, in charge of the business and all people-related issues for the business with 165,000 money sections. Before that he was the FT’s Financial employees. He was part of the leadership team which Editor and a member of the editorial board. He had also transformed the business from losing £1 million a day served as Political Editor, Banking Editor and founder of in 2003 to making over £600 million profit in 2007. the investigations unit. Robert’s coverage of Northern Rock won the Royal Television Society’s award for ‘Scoop of the Prior to this, Kevin was Managing Director of Qtab, Year’. Other recent honours include winning the digital a successful strategic HR consultancy that specialised media category in the Private Equity and Venture Capital in assisting businesses to develop and implement their Journalist of the Year Awards. Robert is also a past winner people strategies. His clients included Lloyds TSB, First of the Harold Wincott prize, and Granada’s ‘What the Choice, Fuji, Orange and Unilever. Since arriving at the Papers Say’ award for investigative journalism. REC, Kevin has improved its offering to members; this has included the introduction of account management, launched the Institute of Recruitment Professionals and developed a business support unit under the Academy Clare Haynes for Business brand. During Kevin’s tenure at the REC Soft skills and it has been recognised for its excellence in service provision and campaigns, winning over nine trade association and organisational psychology member awards, as well as Kevin personally winning the specialist, Wildfire Ltd trade association leadership award. He is a much sought- after speaker on subjects such as the future of resourcing; using people strategies to improve competitiveness and how to undertake people-centric organisational transformation. He is also a regular contributor to BBC radios 5’s Wakeup to Money and the Today programme. Kevin has also Clare Haynes is a soft skills specialist who holds a degree made many TV appearances on ITV, Channel 4, Sky, Jeff in psychology, a post-graduate diploma in marketing plus Randall live, Newsnight and BBC news commenting on the diplomas in performance, neuro-linguistic programming UK labour and employment market. and coaching. With a background in television, charity, sport and housing, Clare Haynes runs Wildfire, aiming to help achieve ‘Productivity through people: Not rocket science, just common sense!’ Wildfire is committed to helping people and businesses profit by leveraging true talents in rewarding ways. A passionate and engaging speaker, facilitator and coach, Clare has a personal commitment to help finance professionals gain non-accounting skills. Andy Thomson Tanya Barman Finance & Commercial Head of Ethics, CIMA Director, SkyIQ
Andy Thomson is a finance professional who, since leaving Tanya joined CIMA in 2010 and works with colleagues practice accountancy, has specialised within the media sector. across the business to co-ordinate CIMA’s ethics and His career has included UK & pan-European finance roles responsible business strategy and related outreach within Disney’s Studio division; commercial finance & programme and for managing the provision of ethics business development in Asia & the Middle East, with support and information to members and students globally. Star TV & Fox International channels; and more recently Prior roles include organisation development, advocacy finance & commercial roles for BSkyB - inclusive of Finance and management positions in both commercial and non- & Commercial Director for Sky IQ which focused on business profit organisations in the UK, USA, South Africa and in transformation activities for this area of the Group. Now Asia. Tanya has authored a number of reports and speaks Head of Finance for Sky Sports Andy enjoys working internationally on issues of ethics and sustainability. She within fast paced & dynamic organisations who embrace is CIPD qualified and has an academic background in change & ‘believe in better’. International Relations and Development.
Gavin Donaldson, Andrew Carfax, ACMA CGMA ACMA CGMA Director, KPMG Enterprise performance management specialist, PureApps Ltd
Gavin is a Director in KPMG’s Financial Management Andrew Carfax is a renowned expert in implementing Consulting practice specialising in finance business Enterprise Performance Management Solutions. Based in partnering, finance strategy, efficiency and effectiveness the UK, he has also lived in Dubai and the USA delivering of the finance function and BPO/SSC optimisation. large projects to the finance function. Prior to specialising He is CIMA qualified and has over 10 years experience in EPM, he was Head of Controlling for Thomas Cook and working in blue chip finance departments has headed up finance functions for small, medium and in both line management and change management roles. large blue chip companies.
Gavin is the subject matter expert for the finance business A regular contributor to LinkedIn discussion groups, he partnering solution for KPMG Europe and co-authored also blogs as the ‘Dark Lord of EPM’ for his blog ‘EPM the “Mastering Finance Business Partnering” paper in Nirvana’. conjunction with CIMA. His experience in industry roles and specific client delivery has assisted in shaping some innovative solutions for clients that are making a considerable difference to the operating models and motivation of finance teams.
Gavin has led a number of client engagements related to finance business partnering which have delivered finance academies, finance business portals and associated finance competency mappings. Peter Simons, Julie Nerney ACMA CGMA Change management Technical specialist, CIMA specialist
Peter is a CIMA member who had over 30 years experience Julie has been leading change throughout her career. in business before joining CIMA as a member of staff in 2006. Starting out as an entrepreneur at the age of 17, she founded, ran and sold 14 businesses in the UK and Europe, adapting The CIMA qualification enabled Peter to achieve career and changing to different parts of the organisational life progression through roles in strategy, corporate lending, cycle, new geographic markets and nine industry sectors. credit management and marketing at Bank of Ireland. She then established a portfolio career of non-executive He was the head of a division and on the bank’s senior and voluntary positions supporting organisations and management team in London when he left in 2002 to become individuals with their growth and change aspirations. the managing director of an entrepreneurial small business. She was invited to be a National Ambassador for Diversity Peter is now the technical specialist in the applied research in Public Life, and, as one of a handful of female Chartered unit in CIMA’s education department. He works with Directors in the UK, a Chartered Director Ambassador employers, consultants, software vendors and academics to for the Institute of Directors. explore the future roles of organisations’ in-house finance professionals. He also helps to develop CIMA’s expertise in In the past decade, Julie has complemented this performance management. Peter’s research contributes to portfolio with a series of interim roles delivering business the development of the CIMA syllabus and he works with transformation, organisational turnaround and complex colleagues across CIMA’s value chain to support members. change programmes. This work spans the public, private and not for profit sectors, including the delivery of high profile and politically sensitive programmes in Government. Julie has an enviable track record in delivering change, Nick Leeson most recently playing a key role in the leadership team for the London 2012 games, delivering the transport The Original Rogue Trader operations across the capital.
In addition to her ambassadorial roles, Julie is currently the Vice Chair and Senior Independent Director at Brighton & Sussex University Hospitals NHS Trust, Chair of Brighton City College, Steering Group Member for the Two Per Cent Club, Advisory Board member for Peridot Partners, and is leading a new change programme as Project Director at Ofgem. The collapse of Barings in 1995, and Nick Leeson’s role in it, is one of the most spectacular debacles in modern financial history. How could one trader bring down the banking empire that had funded the Napoleonic Wars? Nick Leeson, the young gambler who found himself sucked into a terrifying spiral of loss was a working-class boy who lived high in an upper-class world until his unchecked gambling caused the downfall of Barings Bank (personal bank to HM The Queen) and chaos in the Singaporean money market. Markets have always been cruel, but rarely have they been so cruel so swiftly - and on such a grand scale. Curiosity, intrigue and sympathy have been the various reactions to this man’s incredible life story. Following Barings’ collapse, Nick Leeson was sentenced to six and half years in a gang-ridden Singaporean jail, in conditions that defy belief, while at the same time, his wife left him and he was diagnosed with colon cancer. Against all odds, he survived and now fully recovered from cancer, lives happily in Ireland with second wife Leona and three children. David Rowsby Jacqui Malpass Regional Director, Personal brand strategist Europe, CIMA
David had a 17-year career with BT (British Telecom) Jacqui Malpass has been described as enthusiastic, high during which he undertook a number of roles including call energy, inspirational and fun by her clients. Going by centre management and product management. From the the title Personal Branding Strategist, Jacqui has years late nineties until he left BT in 2004, David worked in BT’s of experience to get to the core of you and your business, corporate clients division, developing and managing short helping to shine a light and get you more of the results that term strategy and business plans before progressing to help you want and need. Her personal branding ethos is from the manage and implement a major change programme for inside out, creating a healthy person who ‘walks and talks’ a client services for corporate clients. healthy personal brand.
In 2004, Dave left BT and joined CIMA as Head of Service She helps people understand who they are, how they are Delivery where he was responsible for the member network perceived and helps them to manage and control that in the UK, CIMA’s call centre, information and data perception to achieve their desired outcomes. management, and managing the logistics of two CIMA exam diets per year (140,000 papers in 240 centres, in 90 countries). As a writer, author and book coach her desire is to help you create a blog or book which demonstrates your In 2009, David was promoted to the role of Director, CIMA personal brand, expertise and credibility in a way UK where he was responsible for implementing CIMA’s that no other ‘tool’ can. strategy in the UK division. This role was extended in June 2011, to cover Ireland and mainland Europe and David is Jacqui adores people and seeing people discover their aha now Regional Director, Europe. moments, find that hidden voice and being able to step up David has extensive experience of all of CIMAs core and show up, just as they are. processes and has been instrumental in putting together It was only when Jacqui started to work for herself did she CIMAs global strategy and business plans. feel that she fitted in. She thrives on variety and challenge. Her quick thinking mind allows her to find solutions in an innovative and original way. She is adaptable, friendly, highly self motivated, flamboyant and original. As a teacher, she wants to pass on what she knows to you, so Doug Bonthrone, that you are empowered to be the best you that you can. ACMA CGMA former Director for Global Services Strategy, Coca Cola
Doug is a CIMA member as well as a business science graduate of the University of Cape Town in South Africa. He recently retired after working for nearly 30 years in branded consumer goods, during which time he was based in seven different countries and four continents and worked all over the world. Doug’s last 17 years were spent with Coca-Cola, most recently as Director of Global Services Strategy, and previously he served as Chief Financial Officer for both their Bottling Investments and Europe Groups - the former was a rapidly growing +$10billion business with operations across the globe while the latter was the largest contributor to after tax profits. Prior to Coca-Cola Doug spent 10 years with Diageo in the UK and South Africa. Susannah Clements Mike Forde Deputy Chief Executive, former Director of Football CIPD Operations & Executive Club Director for Chelsea Football Club
Susannah joined the CIPD as Deputy Chief Executive in Mike was employed as Director of Football operations and September 2013. She brings 29 years’ experience in HR, Executive Club Director at Chelsea FC from August 2007 change management and consulting, including time at ITV, until his departure from the club in June 2013. He dealt Whitbread, Anglian Water, Care UK and PwC. She holds with all areas of performance and team operations relating an MBA from the London Business School and a degree to the 1st team, including player recruitment; medical; from Cambridge University. She joined the CIPD from sport science; psychology and performance analysis. Carillion, where she was Group HR Director. Between November 1999 and July 2007 he was Performance Director for Bolton Wanderers Football Club, also in the EPL. He has a BSc Sport Science from Liverpool John Moores University and an MSc Psychology & Sport from Andrew Jones San Diego State University / Leeds Met University. Director, EAV Associates Mike also serves as a Non-Exec Director with Lawn Tennis Association / Wimbledon and has advised on High Performance Cultures and Talent Management across a variety of Global Sports including NFL, NBA, MLB, International Rugby Union; International Cricket and F1.
Mike is a sought after expert in sports business discussions, drawing on his elite experience to impart and develop wide Andrew has over 40 years experience at senior level in ranging learning, integration and best practice in high engineering, utilities, energy services, sustainability, performance and its practical implications and transfer retail and financial companies/organisations. to the world of business.
In 1992 he set up and ran a UK/US joint-venture energy services company, before joining the property division of a blue chip retailer in 1996 with responsibility for energy and built environment. In 2006 he was invited by DEFRA to join their Sustainable Energy Policy Division in London as Senior Business Strategy Consultant. He is also a former sessional honours lecturer in Sustainability at Aston University, Birmingham.
In 2008, he set up EAV Associates to concentrate on providing sustainable business training and energy/carbon management services to private companies and public sector organisations. A wide range of clients includes: major retailers; energy, property and facility management companies; care homes; BPP Professional Education; CIMA; and Aston University.
He is a Chartered Engineer, a Fellow of the Energy Institute and a Member of the Chartered Institute of Building Services Engineers.