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Northern Society of Chartered Accountants

At the heart of northern business since 1882

CABA Dealing with difficult situations

Discover simple and effective techniques to resolve the situations you might dodge, charge in too heavy handed or dance around

Event information

Dealing with difficult situations
Audience: All

Open and constructive communication is crucial to business success. But many avoid these chats at all costs.
Discover simple and effective techniques to resolve the situations you might dodge, charge in too heavy handed or dance around.

Learning outcomes include:

  • Which behaviours are common in confrontations
  • Assertive and conflict resolution techniques
  • How to defuse difficult situations
  • Skills to remain calm, manage word, phrases, and body language
Cost

Free of charge to past and present ICAEW members, ACA students, husbands, wives, life partners and dependent children up to the age of 25.

Speaker

Chris Burton
Chris Burton, CABA

Chris has a wealth of experience delivering leadership and management development programmes to drive cultural and behavioural change in the private and public sector. Chris is an advanced Train the Trainer Practitioner and has an MA in Theatre Production, previously teaching drama in the prison service.

About CABA

CABA is the charity providing lifelong support to past and present ICAEW members, their families and ACA students. CABA’s aim is to enable individuals in the chartered accountant community to promote their own wellbeing, physically, emotionally, financially and professionally. Since they were founded in 1886 the services they provide have grown significantly to meet the changing needs of living in a modern digital age. And although CABA works closely with ICAEW, it is an independent organisation and they do not share information with ICAEW about the people they work with. All the services that CABA provide including these training courses are free.

All CABA trainers are experts in their specialism and courses are delivered by experienced, qualified trainers. Many trainers have a background in professional services and some are qualified accountants, so they understand the environment accountants work in and appreciate the pressures you face day to day.

The courses are practical, providing evidence based tools, techniques and strategies that you can take away to use in your personal and professional life. In addition, the courses are an opportunity to network with others who are facing similar issues or situations and share ideas and resources. You will learn the skills that fall outside of technical training – like being able to respond confidently to change and how to deal with pressure; skills that can determine your success and put you a step ahead of the competition.

 

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CABA Master the art of resilience during adverse times

Learn sustainable habits and practices that are scientifically demonstrated to help you navigate through adversity

Event information

Master the art of resilience during adverse times
Audience: All

Resilience can often mean the difference between handling pressure in a healthy sustainable way and heading towards burnout. It gives you the strength to tackle problems head on and navigate adversity. The way you react to challenges and setbacks reflects how resilient you are.

In this training, you’ll learn sustainable habits and practices that are scientifically demonstrated to help you navigate through adversity and generate psychological and emotional wellbeing.

Learning outcomes include:

  • Identify the signs and symptoms of stress
  • Understand the four key foundations of resilience
  • Learn key strategies for increasing resilience on a continuous basis

To book
Please click ‘view’ to see the full programme, then click ‘view’ again and you will be taken direct to the CABA site for registration

Costs
Free of charge to past and present ICAEW members, ACA students, husbands, wives, life partners and dependent children up to the age of 25

Speaker

Isabelle Campbell
Isabelle Campbell, CABA

Isabelle is a chartered accountant, trainer and coach who qualified with a big 4 firm. As a Finance Director for a large media organisation, Isabelle is passionate about sharing her industry experience to help others achieve a work-life blend, build resilience and increase inner peace.

About CABA

CABA is the charity providing lifelong support to past and present ICAEW members, their families and ACA students. CABA’s aim is to enable individuals in the chartered accountant community to promote their own wellbeing, physically, emotionally, financially and professionally. Since they were founded in 1886 the services they provide have grown significantly to meet the changing needs of living in a modern digital age. And although CABA works closely with ICAEW, it is an independent organisation and they do not share information with ICAEW about the people they work with. All the services that CABA provide including these training courses are free.

All CABA trainers are experts in their specialism and courses are delivered by experienced, qualified trainers. Many trainers have a background in professional services and some are qualified accountants, so they understand the environment accountants work in and appreciate the pressures you face day to day.

The courses are practical, providing evidence based tools, techniques and strategies that you can take away to use in your personal and professional life. In addition, the courses are an opportunity to network with others who are facing similar issues or situations and share ideas and resources. You will learn the skills that fall outside of technical training – like being able to respond confidently to change and how to deal with pressure; skills that can determine your success and put you a step ahead of the competition.

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Powering the North – Economic summit

Which sectors will lead the recovery in the North?

As the UK starts to recover from the fall out of the pandemic and business confidence is starting to return to positive territory, this economic update will look at how the ‘Northern Powerhouse Region’ is recovering, and which sectors will lead in this recovery.

We will hear from Mauricio Arminelli, Bank of England Local Agent for the North East as well as Andrew McPhillips, Chief Economist at the Northern Powerhouse and John Ashcroft, The Saturday Economist on their views of the northern economy.

Event information

This event will feature key speakers giving their insight into economic recovery across the North with an opportunity for you to get involved in the breakout discussions.

Breakout discussion rooms:

Each breakout room will be hosted by an expert speaker who will give an introduction before taking questions from delegates.

Global Trade Janet Mui Analysing the global economic cycle, assessing supply bottlenecks and understanding geopolitical risks.
Importing & exporting Julie Underwood  
Manufacturing & engineering David Campbell  
Net Zero Dan Parsons Focusing on carbon net zero, renewable energy and flood risk management, and the role of small businesses.
Retail Paul Lewis Managing demand fluctuations, longer-term supply challenges and protecting the people
Skills Lizzie Crowlie Developing the future workforce – what do young people want from work?
Travel, Tourism & Hospitality Stuart McCallum  

Follow the conversation
#ICAEWPoweringtheNorth

Programme

Outline Programme (subject to change)

Time Session
07:55 Virtual meeting room open | delegates invited to join
08:00 Welcome and introductions, Yvonne Gale
  ICAEW Business Confidence Monitor presentation, Iain Wright
  Bank of England Economic update, Mauricio Armellini
  Northern Powerhouse Company, Andrew McPhillips
  The Saturday Economist, John Ashcroft
08:50 Thanks from the host, delegates move into breakout rooms for topic discussions
  Discussion room topics:

Global Trade, Janet Mui

Importing & exporting, Julie Underwood & Jack Simpson

Manufacturing & engineering, David Campbell

Net zero, Dan Parsons

Retail, Paul Lewis

Skills, Lizzie Crowley

Travel, tourism & hospitality, Peter Johnson-Treherne

09:20 Return to main room for overview and key take away statements
09:45 Thank you & close
Speakers – plenary session

Mauricio Armellini, Agent North East, Bank of England

Mauricio has been a member of the Government Economic Service since 2008, when he joined the Department for Work and Pensions to lead teams of analysts in areas of key Ministerial attention such as skills and pensions.

In 2013 he went on secondment to the North East Local Enterprise Partnership, where he worked as Chief Economist until his appointment as Bank of England’s Agent for the North East in September 2014.

Mauricio came to the North East in 2005 to undertake his PhD studies in economics at Durham University, following his MA in Development Economics at Williams College (USA). He also taught economics at undergraduate and postgraduate level at Durham University.

Before leaving his native Uruguay in 2004, he worked as a professional economist in the financial and non-for-profit sectors.  Twitter: @bankofengland

John Ashcroft, The Saturday Economist

John specialises in Economics, Strategy and Financial Markets, working with Professional Firms, Large Corporates and SMEs. In financial markets, John works with eToro and IG TV. His flagship product “The Saturday Economist”, provides a weekly update on the UK and World Economy.

John works with companies as Chair, NED, or advisor, developing strategies for success in an age of rapid change. In November 2019, he was in Moscow as a guest of Gazprom, presenting at their annual strategy conference on “Meeting the Challenge of Digital Disruption”. His publications include case studies on Apple, Lego, Twitter and Yahoo.

John is a Fellow of the Royal Society of Arts, a Companion of The British Institute of Management and a member of the Society of Business Economists and has a PhD in economics.

John has extensive executive & non executive director experience of SME and large businesses in the UK and internationally. John has worked in family owned, institutionally owned, public and private companies. He has worked in corporate finance and corporate development, creating models and profiles for acquisition targets.

John has led on over 50 corporate finance transactions and has worked with First Boston, Bain & Co, Samuel Montagu, Goldman Sachs and many more.

He has experience of public and private sectors and has served on the Board of Marketing Manchester, the AGMA Business Leadership Council, the Council of Manchester Business School, the Board of Inward, the President’s Council of Business in the Community and the President’s Council of the CBI.

He was founding Chairman of the North West Business Leadership Team, a Granada Telethon Trustee and a School Governor. John was Chief Economist GM Chamber of Commerce 2013 – 2015.  Twitter: @jkaonline

Yvonne Gale, Chief Executive of NEL Fund Managers and Non-Executive Director for Finance & Procurement, Office of the Small Business Commissioner

Yvonne joined NEL Fund Managers in 2002. She is responsible for the strategic direction and leadership of all teams within the organisation.

Her role also involves sourcing funds for management, fund design, achieving maximised returns and impact for investors, and investor relations.

Yvonne is a Fellow of the Institute of Chartered Accountants in England and Wales and an Associate Member of the Institute of Economic Development. She holds a DBA, MBA, IOD Diploma in Company Direction. Dr Gale’s area of research is investment decision making. She is also a member of the Advisory and Decision Committee for the UAE Ministry of Finance-backed, Mohammed bin Rashid AED 2 billion Innovation Fund.

Prior to joining NEL, she qualified as a Chartered Accountant with a national accountancy firm and has held senior management positions in several high growth businesses. She brings a wealth of experience to the team of investing in high growth businesses.  Twitter: @YvonneGale_NEL

Iain Wright, Managing Director, Reputation and Influence, ICAEW

Iain joined ICAEW in 2018. He trained as an ICAEW Chartered Accountant with Deloitte and worked for the firm between 1996 and 2003, before moving to the regional development agency in the North East of England, One North East.

In 2004 Iain became Labour Member of Parliament for Hartlepool, having succeeded Peter Mandelson in a by-election. During his time in Parliament Iain was a Minister in Gordon Brown’s Government, fist as Minister for Housing and Planning at the Department for Communities and Local Government between 2007 and 2009 and then as Minister for Schools and Apprenticeships in the Department for Children, Schools and Families from 2009 to 2010.

In opposition Iain was Shadow Minister for Industry between 2011 and 2016. Following the General Election of 2015, he was elected by the House of Commons to Chair the Business, Energy and Industrial Strategy Select Committee, where he led high profile inquiries into the sale of BHS and working practices at Sports Direct.

After deciding to stand down at the 2017 General Election, Iain became Chief Executive of NEIPC, a trade body in the chemicals and processing industries in the North East of England. Iain is a Governor of Middlesbrough College and a trustee of Kings College London’s Industrial Strategy Advisory Board. He also chairs the policy form of the Chartered Institute of Personnel and Development.  Twitter: @iain_Wright

Andrew McPhillips, Chief Economist, The Northern Powerhouse Partnership

His role drives the NPP’s research output, ensuring that the best evidence and economic thinking informs policy proposals. Andrew worked in a similar role at Yorkshire Building Society, creating economic scenarios to determine the organisation’s business planning and advising the board on the economic outlook. He has also worked in the Department for Education, as Strategy Advisor, the Department for Work and Pensions and Department for Transport. Andrew is also President of Leeds Credit Union, and studied Economics at Leeds Beckett University.  Twitter: @NP_Partnership

Speakers – breakout sessions

Global Trade – Janet Mui, CFA, Brewin Dolphin


Janet is Investment Director at Brewin Dolphin and is a voting member of Brewin’s asset allocation committee. She has over 10 years of experience in macro research and was previously the global economist at Cazenove Capital. She is responsible for the commentary and communication of Brewin Dolphin’s macro/investment views to clients and the media. She is a frequent guest on the BBC, Sky news, Bloomberg and CNBC on macro discussions. She won the best industry commentator award at the 2021 City of London wealth management awards. She has a first class Economics degree from the London School of Economics and an MBA in Finance at Cambridge University.  Twitter: @janetmui1 | @brewindolphin 

Importing & Exporting – Julie Underwood, International Trade Director and Jack Simpson, Training and Global Network Adviser, North East Chamber of Commerce

Twitter: @NEEChamber

Manufacturing & engineering – David Campbell, Iidea Ltd


He enjoyed an illustrious career in practice with a great firm, kicking off as a trainee in Sheffield in 1979, and rising eventually to a senior national position with his firm Grant Thornton.

David is an Owner/Director of a small but growing engineering business by the name of IIdea limited, the Chairman of the Board of Directors of engineering group Tinsley Bridge,

A member of the Cutlers Company and Chair, Sheffield based charity Age UK.  Twitter:  @campbers1

Net Zero – Professor Dan Parsons, University of Hull

Professor Parsons is an active researcher in areas related to fluvial, estuarine, coastal and deep marine sedimentary environments, exploring responses of these systems to climate and environmental change, for example understanding how evolving flood hazard translates to risk across the world and how this can impact populations within river basins and low lying coastal environments.

As the Director of the Energy and Environment Institute, he has gathered together a multidisciplinary team of over 130 researchers, has a portfolio of active research grants and projects of over £29M, and hosts flagship MSc programmes, including one addressing Flood Risk Management.  Twitter: @bedform | @UniOfHull 

Retail – Paul Lewis, CFO Lakeland


Paul joined Lakeland from Belron UK where he was Group Finance Director, overseeing a large-scale turnaround with responsibility for Strategy, Finance, Property and HR. Prior to this Paul’s experience included Financial Controller at Autoglass, Commercial Director at start up business AutoRestore and Operational Review roles with Invensys PLC. Paul trained as a Chartered Accountant with KPMG.  Twitter: @LakelandUK

Skills – Lizzie Crowley, Senior Skills Policy Advisor, CIPD


Lizzie is CIPD’s Senior Skills Policy Advisor and leads CIPD’s research and policy development on the UK skills system. Lizzie is a policy and research professional with over 17 years’ experience in the employment and skills arena, having worked with both the public and private sector to develop high-quality research to inform organisational practice, public policy and shape the public debate.  Twitter:  @LizzieCrowley1

Travel, Tourism & Hospitality – Peter Johnson-Treherne, Heritage Great Britain plc

Peter is Group Finance Director at Heritage GB and has 20+ years’ experience as a senior FD in the Tourism sector. Peter is also a current member of the ICAEW Travel & Tourism Advisory Group.

Founded in 1999, Heritage Great Britain operates some of the UK’s top landmark destinations and iconic visitor attractions. Headquartered in Liverpool, its current portfolio stretches from the coastal splendour of Land’s End at the Westernmost tip of Cornwall, to remote John O’Groats in the far North of Scotland.  Twitter:  HeritageGB

Cost
Rate Cost
Price No Charge

 

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General Practitioners Quarterly Meeting

A quarterly meeting for small & sole practitioners.

An opportunity for ICAEW members who work in a small practice or is a sole practitioner to meet to discuss topics that matter to them.

Event information

Join our quarterly roundtable discussion group for small practice or sole practitioners working across the Northern region. The discussion topics have been suggested by members in practice. At each meeting we will get a general update from your ICAEW Practice Committee (IPC) Representative Geoff Little.

Programme
Time Session
12:30 Welcome
12:35 Update from IPC Rep – Geoff Little
12:45 Speaker
13:15  General discussion, sharing of best practice, networking
14:00 Close
Cost
Rate Cost
ICAEW Member No Charge

 

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Making the most of your practice visit – General Practitioners Quarterly Meeting

A quarterly meeting for small & sole practitioners.

We will be joined by QAD Manager, Chris Greenhalgh, who will guide members through your practice visit.

An opportunity for ICAEW members who work in a small practice or is a sole practitioner to meet to discuss topics that matter to them.

Event information

Join our quarterly roundtable discussion group for small practice or sole practitioners working across the Northern region. The discussion topics have been suggested by members in practice. At each meeting we will get a general update from your ICAEW Practice Committee (IPC) Representative Geoff Little.

Programme
Time Session
12:30 Welcome
12:35 Update from IPC Rep – Geoff Little
12:45 Speaker
13:15  General discussion, sharing of best practice, networking
14:00 Close
Cost
Rate Cost
ICAEW Member No Charge

 

More

Tax update – Members in Business bite-sized updates

Bite-sized updates for members working in business or industry.

Designed for accountants working in business giving technical and topical updates.

Event Information

These updates are designed to give members in business essential updates and will take place virtually over a period of weeks. You can book as many or as few as you wish to fit in with your busy calendar

Topics include:

  • Financial reporting update
  • Tax update
  • Business Strategy: All change?
  • Employment Law update
Cost
Rate Cost
Price No Charge

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Employment Law update – Members in Business bite-sized updates

Bite-sized updates for members working in business or industry.

Designed for accountants working in business giving technical and topical updates.

Event Information

This session will give a high level overview and will cover:

  • The increase in cases being brought to the Employment Tribunal for COVID related issues
  • The rises in Discrimination claims and workplace grievances due to unfair selections
  • How ensuring your documentation is correct and up to date can prevent issues and Employment Tribunals
Cost
Rate Cost
Price No Charge

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Business Strategy: All change – Members in Business bite-sized updates

Bite-sized updates for members working in business or industry.

Designed for accountants working in business giving technical and topical updates.

Event Information

The pandemic has meant many businesses have had to change rapidly to cope with its impact. What are the implications for strategy? In this Business Bitesize discussion, we will explore whether the principles of strategy still apply and what businesses should be doing in thinking about the future. Based on discussions with finance professionals and management research we will provide practical advice on:

  • different approaches to strategy;
  • the role of the finance professional in strategy; and,
  • the implications of the pandemic for strategy

There are no easy answers, so we will aim to make this session as interactive as possible because members insights are all important in helping your fellow members develop solutions.

Cost
Rate Cost
Price No Charge

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Q4 2021 Economic update with the Bank of England

Economic update with the Bank of England – Hosted by Northern, Yorkshire & Humber

Our local experts will explore the latest business confidence findings across Northern, Yorkshire and Humber and compare this to the wider UK outcome.

Event information

Business confidence – Steve Plaskitt, on behalf of ICAEW

The latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) give an indication of the overall direction of the economy, what’s driving change and highlights the key concerns across the Northern, Yorkshire and Humber region as well as the rest of the UK.

UK Economic Outlook – Paul Mount, Bank of England

Paul will focus on how the Bank sees the economy in the current climate and members will be asked to give their views on the effect of the current pandemic on their business, or clients’ business conditions.

It’s also an opportunity for the Bank to get some feedback from members on how they are finding things, as well as a broader discussion on challenges and learnings from recent events.

Roundtable discussion led by Steve Plaskitt (discussion topics may vary)

  • What’s happening in your sector?
  • Do the BCM findings resonate?
  • What challenges are you facing in your business / sector?
  • What are the external factors that are impacting?

As well as an opportunity for peer input, this presents the opportunity to hear the issues specifically relevant to members in Northern, Yorkshire and Humber.

To allow a full and frank discussion, Chatham House Rules will apply at this event.

Programme

Please note that the programme is subject to change

Time Session
12:25 Join online, network, bring your coffee
12:30 Welcome, introductions, presentations followed by roundtable discussion
14:00 Conclude

Please join the meeting 5 minutes prior for registration.

We encourage you to have your camera on for the event.

To help limit noise interference during the session all participants are asked to have their microphone on mute, you can unmute yourself to join the informal conversation at the start and when speaking during the meeting.

Cost
Rate Cost
Price No Charge

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Q3 2021 Economic update with the Bank of England

Economic update with the Bank of England – Hosted by Northern, Yorkshire & Humber

Our local experts will explore the latest business confidence findings across Northern, Yorkshire and Humber and compare this to the wider UK outcome.

Event information

Business confidence – Steve Plaskitt, on behalf of ICAEW

The latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) give an indication of the overall direction of the economy, what’s driving change and highlights the key concerns across the Northern, Yorkshire and Humber region as well as the rest of the UK.

UK Economic Outlook – Mauricio Armellini, Bank of England

Mauricio will focus on how the Bank sees the economy in the current climate and members will be asked to give their views on the effect of the current pandemic on their business, or clients’ business conditions.

It’s also an opportunity for the Bank to get some feedback from members on how they are finding things, as well as a broader discussion on challenges and learnings from recent events.

Roundtable discussion led by Steve Plaskitt (discussion topics may vary)

  • What’s happening in your sector?
  • Do the BCM findings resonate?
  • What challenges are you facing in your business / sector?
  • What are the external factors that are impacting?

As well as an opportunity for peer input, this presents the opportunity to hear the issues specifically relevant to members in Northern, Yorkshire and Humber.

To allow a full and frank discussion, Chatham House Rules will apply at this event.

Programme

Please note that the programme is subject to change

Time Session
12:25 Join online, network, bring your coffee
12:30 Welcome, introductions, presentations followed by roundtable discussion
14:00 Conclude

Please join the meeting 5 minutes prior for registration.

We encourage you to have your camera on for the event.

To help limit noise interference during the session all participants are asked to have their microphone on mute, you can unmute yourself to join the informal conversation at the start and when speaking during the meeting.

Cost
Rate Cost
Price No Charge

More

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