• E-mail us
  • View our Pinterest page
  • Join us on LinkedIn
  • Follow us on Twitter

Northern Society of Chartered Accountants

At the heart of northern business since 1882

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

 

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

More

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

More

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

More

Maximise your ICAEW membership hosted by Northern Society of Chartered Accountants

An exclusive and informative session on what ICAEW can offer it’s members

We are hosting this Maximise Your ICAEW Membership event to help answer that question and many more to inform you about key benefits and services that are included in your ICAEW membership both locally and nationally.

Event Information

During the virtual session you will find information and updates from:

  • Richard Slack, Northern Society Vice President
  • How the Northern Society of Chartered Accountants can help your network
  • Member rewards and exclusive offers
  • Communities
  • Library Services
  • Practice member support
  • Business member support 
  • CABA

There will also be an opportunity for you to ask questions.

Cost
Rate Cost
ICAEW Member No Charge

More

Effective hybrid working with Oliver Deacon

In this session we will guide you through effective skills required for hybrid working.

In a rapidly evolving environment, effective teams will be likely be split between remote and onsite/in-office working. As finance and practice teams’ transition from home working to a few days in the office, team motivation, productivity, transparency and cohesion can be materially impacted as teams attempt to find a new rhythm.

Event Information

In this session, attendees will understand the key challenges of remote and hybrid teams, and the skills required for effective working. We’ll discuss how an effective communication strategy can improve agility and maximise productivity and practical tools to develop team chemistry and motivation, wherever they’re working.

This lunchtime session will be led by Oliver Deacon, an FCA who qualified at Deloitte and, until recently, was an FD at Microsoft, where he gained first-hand experience of leveraging innovation and tech to lead a highly effective virtual finance team.

Cost
RATE COST NOW
ICAEW Member £15.00 + VAT
Non-Member £30.00 + VAT

 

RATE COST WAS
ICAEW Member £30.00 + VAT
Non-Member £60.00 + VAT

More

Acting for Farmers – a comprehensive review with David Missen and Bob Trunchion

An essential update for those with farming clients

Are we about to see an agricultural revolution, either a brave new post-brexit world or the end of UK agriculture as we know it? This intensive half day course will explore the challenges and issues faced by farming and rural communities and the solutions and opportunities available. It is aimed at keeping you up to date on what matters in this specialist sector and the advice your client needs.

Course Information

Topics:

• The state of UK Agriculture in 2021
• Subsidies and farm economics after the Agriculture Act
• Inheritance tax and capital gains tax refresher
• Structures, successions, trusts, Pensions, incorporation and other nitty gritty problems with HMRC etc.
• Capital Tax planning – the dos and don’ts
• Business & Agricultural Property – 100% relief, are you sure?
• Succession planning

Cost
Rate Cost
Price £90.00 + VAT
ICAEW Member £90.00 + VAT
Non-Member £90.00 + VAT
Retired Member £45.00 + VAT
Career Break Member £45.00 + VAT

Northern Society is offering delegates a 1/3rd off all of its live webinars up to 31 December 2021.

Please note that the respective discount of £30.00 and £15.00 will automatically be applied to the checkout and will be dependent on the membership level of each delegate.

If you are currently on a career break or retired please ensure to answer the form question.

Discounted rate
Price: £60.00 + VAT
Retired/Career break: £30.00 + VAT

 

More

Pandemic Perspectives – PD Ports

Hear from business leaders on how they and their businesses have adapted during the COVID-19 pandemic.

Join Northern Society of Chartered Accountants for an informal chat with Jon Armstrong, PD Ports, on how they have been impacted in different ways by the unfolding crisis of the last few months and hear them provide their unique perspectives on the pandemic.

Event information

This session with Jon Armstrong, PD Ports, will focus on how Teesport has had to adapt including the import and export of goods into the region.

Every few weeks a different speaker from a different key business across the Northern Society area will be interviewed and invited to talk about how the COVID19 pandemic has affected them. Unique insight and perspective will be given as they spend half an hour giving their reflections on the changes that they have witnessed and helped shape since the start of the year, both from an organisational and a personal point of view across the business as a whole.

We’ll also hear how business models have been forced to adapt and which new skills have had to be rapidly learned as the businesses have evolved

The interviews will cover businesses across different sectors including: Metnor Construction, Greggs, Venator, Tyne Theatre & Opera House and PD Ports and more.

About Jon Armstrong BSc ACA PD Ports

PD Ports one of the UK’s major port groups, operating in 13 locations across the country, connecting business and cargo with key global markets.

The companies ethos is built on creating trusted, long-lasting partnerships that allow them to understand customers and their unique requirements. They aim to be a seamless extension of business, providing in-depth knowledge and time-served experience to improve supply chains.

Throughout Their history, They’ve earned a reputation for being a reliable, safe pair of hands – a business that will be there when it’s needed and get the job done. There’re forward thinking and innovative, always going the extra mile to ensure what there’re offering is what their customers require.

Underpinning all work is health and safety. It’s at the heart of their work and number one priority. PD Ports commitment to health and safety has been recognised for the past two years by the internationally recognised RoSPA (Royal Society for the Prevention of Accidents) awards, achieving gold status in 2018.

PD Ports employs more than 1,200 people, owning and operating well-connected ports along the East coast of the UK; unlocking key markets in the North, South, Midlands and Scotland and providing access to the hub ports of Europe and further afield. Their trusted international partners stretch their reach far beyond the UK, allowing services to be delivered throughout Europe and the rest of the world.

With headquarters in Middlesbrough, PD Ports are also the Statutory Harbour Authority for the Ports of Teesport and Hartlepool, ensuring safe navigation of vessels, river management and maintaining channel depth.

Cost
Rate Cost
Price No Charge

More

Pandemic Perspectives – Tyne Theatre & Opera House

Hear from business leaders on how they and their businesses have adapted during the COVID-19 pandemic.

Join Northern Society of Chartered Accountants for an informal chat with Keith Proudfoot, Tyne Theatre & Opera House, on how they have been impacted in different ways by the unfolding crisis of the last few months and hear him provide his unique perspective on the pandemic. 

Event information

This session with Keith Proudfoot, Tyne Theatre & Opera House, will focus on how the theatre has operated over the past few months and looking into the future the importance of the ‘Panto’ on the business.  

Every few weeks a different speaker from a different key business across the Northern Society area will be interviewed and invited to talk about how the COVID19 pandemic has affected them. Unique insight and perspective will be given as they spend half an hour giving their reflections on the changes that they have witnessed and helped shape since the start of the year, both from an organisational and a personal point of view across the business as a whole.

We’ll also hear how business models have been forced to adapt and which new skills have had to be rapidly learned as the businesses have evolved

The interviews will cover businesses across different sectors including: Metnor Construction, Greggs, Venator, Tyne Theatre & Opera House and PD Ports and more.

About Keith Proudfoot BSc BFP FCA Tyne Theatre & Opera House

After qualifying as a Chartered Accountant in Newcastle upon Tyne with an international practice; he moved to a small firm helping many SMEs through their first few years. He then headed Finance & Admin in a regional firm of Chartered Surveyors, before an MBO saw him as FD and Company Secretary of a group of estate agents and property management companies.

Keith was appointed Regional Director for ICAEW in the northern region in 2001, and also for ICAEW members in Scotland 2002, positions he held until December 2017.

Keith holds Trustee/Director and other voluntary roles on a number of local culture organisations and charities. He is currently the President of the Northern Society of Chartered Accountants.

Beyond these roles and looking after his granddaughter two days a week, he is a keen follower of regional sport and participating in 12-car rallies and other more gentle events in his classic Mini.

About Tyne Theatre & Opera House 

The Tyne Theatre and Opera House is a Grade 1 listed theatre rated “in the top 4% of listed buildings” by English Heritage and is afforded a three star (the highest) rating by the Theatres Trust, “a very fine theatre of the highest theatrical and architectural quality”.

The importance of the architectural and theatrical heritage of the building is also recognised by The Associated of Historic Theatres in Europe and OISTAT (the International Organisation of Scenographers, Theatre Technicians and Architects).

Tyne Theatre & Opera House Limited

In January 2015 the theatre was given a new lease of life when a new operating company, Tyne Theatre & Opera House Ltd was set up to operate and manage the business.

The Limited Company is the Preservation Trust’s subsidiary. Together with the operating company, the Trustees of the Tyne Theatre & Opera House Preservation Trust are committed to restoring the theatre to its former glory and raising the necessary funds to ensure that its heritage is sustained for future generations.

Cost
Rate Cost
Price No Charge

More

Managing cash flow as businesses emerge from lockdown

This roundtable (round your screen) discussion will offer practical advice about how you can manage your cash during this crisis, as well as put systems in place for the future.

Event information

This 45 minute webinar will cover:

  • strategies for effective cash flow management in a time of crisis – from ICAEW member Steve Plaskitt
  • Access to business support, finance and funding to help businesses through the challenges Covid-19 – from Helen Lee

There will also be the opportunity to ask any questions during the session.

Relevant information for business can be found at https://www.northeastgrowthhub.co.uk/toolkits/covid-19-coronavirus-toolkit 

 

This is a free event but pre-booking is required to be sent the electronic joining details

More

News

Practicing certificate or not?

Practicing certificate or not?

16 September 2021

Practicing certificate or not? – some thoughts...

More

Business confidence rises to its highest ever level says Q3 2021 ICAEW report

Business confidence rises to its highest ever level says Q3 2021 ICAEW report

1 September 2021

The latest ICAEW Business Confidence Monitor (BCM):...

More

Why is SME funding accessibility determined by UK location?

Why is SME funding accessibility determined by UK location?

7 August 2021

Yvonne Gale, CEO at NEL Fund Managers...

More

Events

Redworth 2022 General Practitioners’ Conference

Redworth 2022 General Practitioners’ Conference

4 March 2022

Having missed out on our annual conference...

More