Northern Society of Chartered Accountants
At the heart of northern business since 1882
Communication – Having great quality conversations – asking great question, listening & selling not telling
Northern Society of Chartered Accountants norsca.co.uk
A series of seminars for young members to help develop your career.
Communication is a critical skill for increasing the impact of our work, whether in industry or practice. The ability to partner with our teams, business partners and clients will determine our effectiveness in our roles as finance professionals.
Event Information
In this session, attendees will understand what great communication looks like. We’ll discuss how the quality of our questions and how we listen can improve relationships and business impact. We’ll cover how selling rather than telling can improve our influence, and think through how the language we choose can alter outcomes.
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 business partnered and influenced executives on a $4.5BN P&L.
Cost
| Rate | Cost |
| Price | No Charge |
Further events in the programme
| Date
|
Time | Event |
| 20 Jan 2022 | 12.30-13.30 | Career management – getting promoted, moving from practice to industry & developing new skills |
| 17 Feb 2022 | 12.30-13.30 | Presenting with Confidence and Impact – getting your key messages across |
| 17 Mar 2022 | 12.30-13.30 | Influencing skills – build trust to influence |
| 07 Apr 2022 | 12.30-13.30 | Communication – Having great quality conversations – asking great question, listening & selling not telling |
| 26 May 2022 | 12.30-13.30 | Get productive with Microsoft Office |
| 23 Jun 2022 | 12.30-13.30 | 3-part manager series: First time manager skills |
| 14 Jul 2022 | 12.30-13.30 | 3-part manager mini-series: Coaching skills for managers |
| 11 Aug 2022 | 12.30-13.30 | 3-part manager mini-series: Building a strengths-based team |
Influencing skills – build trust to influence
Northern Society of Chartered Accountants norsca.co.uk
A series of seminars for young members to help develop your career.
The ability to effectively work with and influence business partners and clients is dependent on good quality relationships, which are in turn built on trust.
Event Information
In this session, attendees will understand the key factors of building great relationships and trust with business partners and clients. We’ll discuss the trust equation, and the components that go into building trust. We’ll focus on 2 specific areas that finance professionals find harder to master, and how to deal with them. We’ll also cover how influence works and the 6 key factors we can use to drive business impact.
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 business partnered and influenced executives on a $4.5BN P&L.
Cost
| Rate | Cost |
| Price | No Charge |
Further events in the programme
| Date
|
Time | Event |
| 20 Jan 2022 | 12.30-13.30 | Career management – getting promoted, moving from practice to industry & developing new skills |
| 17 Feb 2022 | 12.30-13.30 | Presenting with Confidence and Impact – getting your key messages across |
| 17 Mar 2022 | 12.30-13.30 | Influencing skills – build trust to influence |
| 07 Apr 2022 | 12.30-13.30 | Communication – Having great quality conversations – asking great question, listening & selling not telling |
| 26 May 2022 | 12.30-13.30 | Get productive with Microsoft Office |
| 23 Jun 2022 | 12.30-13.30 | 3-part manager series: First time manager skills |
| 14 Jul 2022 | 12.30-13.30 | 3-part manager mini-series: Coaching skills for managers |
| 11 Aug 2022 | 12.30-13.30 | 3-part manager mini-series: Building a strengths-based team |
Presenting with Confidence and Impact – getting your key messages across
Northern Society of Chartered Accountants norsca.co.uk
A series of seminars for young members to help develop your career.
The ability to communicate and present effectively is becoming increasingly important in a world shifting its focus to value-add and away from process work. In both practice and industry, finance professionals at all stages of their career are required to present with confidence in order to generate influence and business impact.
Event Information
In this session, attendees will understand the key challenges of getting messages across to audiences. We’ll discuss the importance of knowing your audience, balancing competence and likeability, understanding and using presence, maintaining confidence and handling nerves and dealing with dealing with surprises. We’ll share some practical tips, and some important dos and don’t for engaging an audience. We’ll also briefly cover effective presenting over video calls – a critical skill for an increasingly remote first working environment.
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 presenting to and influencing executives up to C-suite level.
Cost
| Rate | Cost |
| Price | No Charge |
Further events in the programme
| Date
|
Time | Event |
| 20 Jan 2022 | 12.30-13.30 | Career management – getting promoted, moving from practice to industry & developing new skills |
| 17 Feb 2022 | 12.30-13.30 | Presenting with Confidence and Impact – getting your key messages across |
| 17 Mar 2022 | 12.30-13.30 | Influencing skills – build trust to influence |
| 07 Apr 2022 | 12.30-13.30 | Communication – Having great quality conversations – asking great question, listening & selling not telling |
| 26 May 2022 | 12.30-13.30 | Get productive with Microsoft Office |
| 23 Jun 2022 | 12.30-13.30 | 3-part manager series: First time manager skills |
| 14 Jul 2022 | 12.30-13.30 | 3-part manager mini-series: Coaching skills for managers |
| 11 Aug 2022 | 12.30-13.30 | 3-part manager mini-series: Building a strengths-based team |
Members in Business Forum
Roundtable for ICAEW members working in business or industry.
An opportunity for ICAEW members who work in business or industry to meet to discuss topics that matter to them. This group is aimed at members who work in SMEs.
Event Information
Join our regular virtual roundtable discussion group for FDs working across the Northern, Yorkshire and Humber region to share ideas and discuss topics which are relevant to them. Each meeting will be chaired by Northern Society of Chartered Accountants Business Representative Adam Langman.
If you work in business or industry and have a topic which you would like to be discussed at one of the meetings please email Joanne Lucking to ensure that it is included within the agenda.
Cost
| Rate | Cost |
| ICAEW Member | No Charge |
| Non-Member | No Charge |
Members in Business Forum
Roundtable for ICAEW members working in business or industry.
An opportunity for ICAEW members who work in business or industry to meet to discuss topics that matter to them. This group is aimed at members who work in SMEs.
Event Information
Join our regular virtual roundtable discussion group for FDs working across the Northern, Yorkshire and Humber region to share ideas and discuss topics which are relevant to them. Each meeting will be chaired by Northern Society of Chartered Accountants Business Representative Adam Langman.
If you work in business or industry and have a topic which you would like to be discussed at one of the meetings please email Joanne Lucking to ensure that it is included within the agenda.
Cost
| Rate | Cost |
| ICAEW Member | No Charge |
| Non-Member | No Charge |
Members in Business Forum
Roundtable for ICAEW members working in business or industry.
An opportunity for ICAEW members who work in business or industry to meet to discuss topics that matter to them. This group is aimed at members who work in SMEs.
Event Information
Join our regular virtual roundtable discussion group for FDs working across the Northern, Yorkshire and Humber region to share ideas and discuss topics which are relevant to them. Each meeting will be chaired by Northern Society of Chartered Accountants Business Representative Adam Langman.
If you work in business or industry and have a topic which you would like to be discussed at one of the meetings please email Joanne Lucking to ensure that it is included within the agenda.
Cost
| Rate | Cost |
| ICAEW Member | No Charge |
| Non-Member | No Charge |
Members in business forum
Roundtable for ICAEW members working in business or industry.
An opportunity for ICAEW members who work in business or industry to meet to discuss topics that matter to them. This group is aimed at members who work in SMEs.
Event Information
Join our regular virtual roundtable discussion group for FDs working across the Northern, Yorkshire and Humber region to share ideas and discuss topics which are relevant to them. Each meeting will be chaired by Northern Society of Chartered Accountants Business Representative Adam Langman.
If you work in business or industry and have a topic which you would like to be discussed at one of the meetings please email Joanne Lucking to ensure that it is included within the agenda.
Cost
| Rate | Cost |
| ICAEW Member | No Charge |
| Non-Member | No Charge |
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 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.
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 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
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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