Branch Programme 2014
Sponsored by
Your local IFP branch network across the UK
Prestwood Software was established in 1984 by
Paul Etheridge FIFP CFPCM, the founder of the
Institute of Financial Planning. Over the past 30
years we have been able to play a part in the
success of hundreds of Financial Planners.
We believe our own success comes from a culture of continuous innovation. Having
listened carefully to our users, we develop our software to suit the needs of the UK’s best
Financial Planners including many of the Accredited Financial Planning FirmsTM. We are an
acknowledged market leader and the pioneer of lifelong cash flow modelling.
Technology by itself cannot be the whole solution – it’s the people behind it that matter.
This is why Prestwood is so much more than just software. Our support team provides
friendly and expert guidance for both experienced planners and new entrants to the
profession, and our Trainers and Regional Mentors help planners develop the skills that
are every bit as important as technical knowledge.
Many thanks to everyone who has supported us so far. Here’s to the next 30 years!
Prestwood Software Limited
01384 273736
info@prestwood-group.co.uk
www.prestwood-group.co.uk
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
I truly believe that the IFP Branch
Chairmen have put together a
comprehensive, interesting and
relevant programme which I’m
sure you’ll find extremely
valuable.
Year after year the feedback we receive from those
that attend the meetings is extremely positive and
shows that Financial Planners and Paraplanners
benefit in so many ways from attending the
meetings.
These meetings represent an ideal way to meet
any compulsory CPD requirements as well as an
opportunity to share best practice with like-minded
people. Remember, you are not confined to the
branch meetings that are closest to you – you
can attend any session, anywhere. So, if timings
or venues don’t fit into your busy schedule, just
check where else you might be able to access
the sessions you want. The Branch Chairmen will
welcome you with open arms!
Finally, I thank the Branch Chairmen for doing such
a great job and maintaining such a high standard.
I hope you will put the dates in your diary now,
and make the most of this valuable member
benefit.
Melony Holman CFPCM
Chairman, IFP Membership Committee
Welcome to the IFP Programme of Branch Meetings for 2014
03
MEETINGS IN YOUR AREA
You are welcome to attend meetings at any
of the branches around the UK. You will find
branches which are closest to you on the
following pages:
North
Chester & North Wales 12
Lancashire & Cumbria 18
Leeds 19
Manchester 21
Northern Ireland 24
North East 22
Scotland 25
South
Central Southern England 11
London 20
Northern Home Counties 23
Surrey 28
Thames Valley 29
East
East Anglia 14
Essex 16
Kent & Sussex 17
West
Bath 08
Bristol 10
South West 27
South Wales 26
Midlands
Birmingham 09
Cotswolds 13
East Midlands 15
BRANCH MEETINGS QUALIFY AS STRUCTURED CPD
Attendance at branch meetings and the accumulation of CPD hours will not only ensure
your skills, knowledge and professionalism are up to date, it also helps those who are
registered advisers to meet the regulatory CPD requirement of 35 hours to include a minimum of 21
hours structured CPD.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
04
Branch meetings and IFP events at a glance
January
7 London
9 Chester & North Wales
14 Leeds
15 Birmingham, East Midlands, Northern Ireland
16 Kent & Sussex
17 Bristol
21 CPD workshop: Estate planning
22 East Anglia, Essex
23 Bath
28 South Wales
29 Cotswolds, Northern Home Counties, South West
30 East Midlands, Lancashire & Cumbria, North East,
Scotland
February
4 London, Surrey
6 Manchester
6 CPD workshop: Retirement planning
11 Leeds
12 Northern Ireland, Thames Valley
13 Chester & North Wales
20 North East
25 Cotswolds
26 Birmingham, Northern Home Counties
27 Bath, Lancashire & Cumbria, Scotland
March
5 London
6 Accredited Firms’ conference
11 Leeds
12 East Anglia, East Midlands, Northern Ireland,
Thames Valley
13 Chester & North Wales, Kent & Sussex, North East
18 CPD workshop: Practice management
19 Essex
March contd.
25 South Wales
26 Northern Home Counties
27 Lancashire & Cumbria, Manchester, Scotland
April
1 CPD workshop: Ethics & practice standards
8 London, Surrey
9 Thames Valley
10 Chester & North Wales
16 Northern Ireland
23 Birmingham, Bristol, East Midlands
30 Cotswolds, Northern Ireland, South West
30 Financial Planning workshop
May
1 Bath, Scotland
7 London
8 Chester & North Wales, Kent & Sussex
13 Leeds
14 Northern Ireland, Thames Valley
15 CPD workshop: Investment planning & asset
management
20 Cotswolds
21 Essex
22 North East
22 Paraplanner conference
28 Northern Home Counties
29 Lancashire & Cumbria, Manchester
June
3 London
4 East Midlands
5 Scotland
10 Leeds
11 Thames Valley
12 CFPCM professionals’ conference
Branch meeting
IFP event
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
05
Branch meetings and IFP events at a glance
Dates and times are correct at the time of going to print but are subject to change. Please check the IFP website to confirm
venue, date and programme information nearer the time: www.financialplanning.org.uk
August
No meetings
September
3 London
9 Leeds
10 Birmingham, East Anglia, Northern Ireland, Thames
Valley
11 Chester & North Wales, Manchester
16 Surrey
17 East Midlands, Essex
18 Kent & Sussex, Scotland
24 Bristol, Cotswolds
25 Bath, Lancashire & Cumbria, North East
October
6-8 Annual conference
14 Leeds
15 Northern Ireland, Thames Valley
16 Chester & North Wales
22 South West
23 North East
28 Cotswolds
29 Northern Home Counties
30 Lancashire & Cumbria, Manchester
30 CPD workshop: Practice management
November
4 London
11 Leeds
12 Birmingham
13 Chester & North Wales, Kent & Sussex
18 South Wales, Surrey
19 Essex, Northern Ireland
20 North East, Manchester
26 Cotswolds, East Anglia, Northern Home Counties
27 Lancashire & Cumbria
28 East Midlands
December
2 London
4 CPD workshop: Investment planning & asset
management
9 Cotswolds
9 Scottish conference
11 Bath, Birmingham, North East
12 Thames Valley
July
2 East Anglia, South West
3 CPD workshop: Estate planning
16 East Midlands, Essex
17 North East
Branch meeting
IFP event
June contd.
17 South Wales, Surrey
18 Birmingham, Northern Ireland
19 Bristol
24 Fellows’ day
25 Cotswolds, Northern Home Counties
26 Bath, Kent & Sussex, North East, Scotland
27 Lancashire & Cumbria
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
BOOST YOUR FINANCIAL PLANNING SKILLS
IFP’s Integrated Financial Planning Programme is a two day workshop designed for Financial
Planners and Paraplanners who’d like to learn how to deliver the six stage Financial Planning
process in practice. It’s also the recommended first step for those who would like to become
an Accredited Paraplanner or CERTIFIED FINANCIAL PLANNERCM professional.
CPD WORKSHOPS
You can trust the IFP’s CPD workshops to provide relevant content at a level which challenges
thought and provides practical and pragmatic ideas for implementation in client situations.
Topics are estate planning, investment, retirement planning, practice management and ethics
and practice standards.
GREAT MINDS THINK ALIKE
If your firm prides itself on delivering the highest professional
standards in Financial Planning, then now is the time to
become an Accredited Financial Planning FirmTM.
You’ll enjoy improved professional recognition,
brand awareness and greater commercial success.
We’re here to help you to differentiate your
services in a way that your clients will value
and be happy to pay the ongoing fees for.
Here’s a few ways we can help you...
Welcome to the home of the
Financial Planning profession
Follow the IFP @IFP_UK
Join the IFP LinkedIn group. Search for ‘Institute of Financial Planning’ under groups.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
CHOOSE IFP AS YOUR ACCREDITED BODY
Want to switch to the IFP as your accredited
body? It’s easy to do and we’ll issue your
SPS at no additional charge as part of your
membership.
SIMPLIFY YOUR CPD
Discover the easy way to record, maintain
and submit your annual CPD records with our
online CPD platform. It’s free to members
and will also help you find accredited CPD
opportunities and activities – we’ve checked
the content so you won’t be disappointed.
2014 EVENTS
The following events are taking place this
year. More details will be available on our
website.
• Accredited Financial Planning FirmsTM
conference: 6 March
• Financial Planning day: 30 April
• Paraplanner conference: 22 May
• CFPCM professionals’ conference: 12 June
• Fellows’ day: 24 June
• Annual conference: 6-8 October
• Scottish conference: 9 December.
FOR MORE INFORMATION CALL 0117 9452470 OR EMAIL
ENQUIRIES@FINANCIALPLANNING.ORG.UK
08
Bath
Chairman: Andrew Page CFPCM
Company: Ashcourt Rowan Financial Planning
Telephone: 01225 469424
Email: andrewpage@ashcourtrowan.com
Venue: Novia Financial, Cambridge House, Henry Street, Bath BA1 1JS
Sponsored by
Date Topic Speaker
Thurs 23 Jan
15.00 – 17.00
Why only best practice makes perfect Michelle Hoskin
Standards International
Thurs 27 Feb
15.00 – 17.00
50 shades of green David Jones
Dimensional Fund Advisors
Thurs 1 May
15.00 – 17.00
How to deliver the perfect first meeting that sells
true Financial Planning easily
Steve Martin CFPCM
Smart Financial Planning
Thurs 26 Jun
15.00 – 17.00
How to persuade anyone to do anything (well,
almost)
Lee Warren
Invisible Advantage
Thurs 25 Sept
15.00 – 17.00
The unforeseen collision between platform
administration systems and tax legislation
Paul Boston
Novia Financial
Thurs 11 Dec
15.00 – 17.00
Christmas special Steve Gazzard CFPCM
IFP CEO
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
09
Birmingham
Chairman: Brian Benson CFPCM
Company: Crown Wealth Management Ltd
Telephone: 01743 276797
Email: brian@crownwm.co.uk
Venue: Mills & Reeve LLP Solicitors, 78-84 Colmore Row,
Birmingham B3 2AB
Sponsored by
Date Topic Speaker
Weds 15 Jan
16.00 – 18.00
Mental capacity EPAs and LPAs: dealing with the
elderly
Matthew Hansell
Mills & Reeve LLP
Long term care planning Brian Fisher
Lifetime Care, Friends Life
Weds 26 Feb
16.00 – 18.00
Ethics in practice: a case study approach Phil Billingham CFPCM
The Phil Billingham Partnership Ltd
Ignorance isn’t bliss Dave O’Brien
Investec Structured Products
Weds 23 Apr
16.00 – 18.00
Moments of truth: how to build exceptional
relationships with clients, prospects and
introducers
Jon Pittham
ClientsFirst
The platform world Ian Taylor
Transact
Weds 18 Jun
16.00 – 18.00
Should I outsource or have an in-house
Paraplanner?
Damian Davies
The Timebank (UK) Ltd
Social impact investment: an opportunity for the
Financial Planner?
Gavin Francis
Worthstone Ltd
Weds 10 Sept
16.00 – 18.00
How to use social media to attract new clients Pete Matthew CFPCM
Jacksons Wealth Management
Cash flow forecasting at its best! A look at the
practical issues around using cash flow forecasts
Andrew Hart
The Voyanist
Weds 12 Nov
16.00 – 18.00
Alternative asset classes to provide extra
diversification
Frank Spiteri
ETF Securities (UK) Limited
What great firms do, and others don’t Brett Davidson
FP Advance
Thurs 11 Dec
11.30 – 15.00
Including networking lunch
The new IHT regime for trusts Neil MacGillivray
James Hay Partnership
A talk from a mind mapping champion Phil Chambers
Learning Technologies Ltd
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
10
Bristol
Chairman: Edward Green CFPCM
Company: Close Brothers Asset Management
Telephone: 0117 917 0720
Email: ed.green@closebrothers.com
Venue: Institute of Financial Planning, One Redcliff Street, Bristol BS1 6NP
Date Topic Speaker
Fri 17 Jan
14.45 – 17.00
Planning around the LTA changes Mike Morrison
A J Bell
Inspiring clients Paul Armson
Inspiring Advisers
Weds 23 Apr
14.45 – 17.00
Tax planning for 2014/15 Barry Foster
AXA Wealth
Ethics in Financial Planning and the IFP code of
ethics
Adam Samuel
Independent Compliance Consultant
Thurs 19 Jun
14.45 – 17.00
Regulatory update Rory Percival
Financial Conduct Authority
How to deliver great client service Brett Davidson
FP Advance
Weds 24 Sept
14.45 – 17.00
Legal update A representative from Clarke Willmott
How to evolve your service offering and generate
more revenue
Abbie Tanner
A Business Innovation Limited
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
Sponsored by
11
Central Southern England
Chairman: Ben Rouse CFPCM
Company: Rouse Limited
Telephone: 01983 535 740
Email: ben.rouse@rouseltd.co.uk
Venue: Hotel Terravina, 174 Woodlands Road, Netley Marsh,
Southampton SO40 7GL
At the time of going to print details for branch meetings had not been finalised.
For full, up to date and accurate information please refer to the IFP website
www.financialplanning.org.uk.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
12
Chester & North Wales
Chairman: John Fachiri CFPCM
Company: John Fachiri Ltd
Telephone: 0151 342 8508
Email: mail@johnfachiri.com
Venue: Craxton Wood Hotel, Parkgate Road, Ledsham, Nr Chester CH66 9PB
Sponsored by
Date Topic Speaker
Thurs 9 Jan
14.00 – 16.00
Update from the IFP and a demonstration of the
CPD online platform
Sam Rees-Adams
IFP
Branch competition Branch forum
Thurs 13 Feb
14.00 – 16.00
Smart beta, dumb alpha Alex Wheelan
Vanguard
Marketing your business and competition update Branch forum
Thurs 13 Mar
14.00 – 16.00
An ethics masterclass David Ingram
Aim Two Three LLP
CFPCM certification case study and competition
update
Branch forum
Thurs 10 Apr
14.00 – 16.00
RDR update: implications and new opportunities Jonathon Gunby
Transact
Estate planning case study
and competition update
Branch forum
Thurs 8 May
14.00 – 16.00
Developing a private client proposition with law
firms
Lawrence Cook
Thesis Asset Management
Investments case study and
competition prize giving
Branch forum
Thurs 11 Sept
14.00 – 16.00
Income in retirement options Brian Radbone
Transact
Pensions case study Branch forum
Thurs 16 Oct
14.00 – 16.00
A Financial Planning masterclass Paul Etheridge FIFP CFPCM
Prestwood Etheridge & Russell Ltd
Financial Planning case study Branch forum
Thurs 13 Nov
14.00 – 16.00
Asset allocation Alex Wheelan
Vanguard
Research and records Branch forum
Thesis have very kindly offered a competition prize of half a days consultancy with their PR Company.
This will be open to any member or firm who attends the Chester & North Wales meetings and wants
to participate in the competition. Full details will be given at the January meeting.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
13
Cotswolds
Chairman: Diane Weitz CFPCM Company: Ashlea Financial Planning Ltd
Telephone: 01242 254149 Email: diane@ashlea-fp.co.uk
Venue: Afternoon meetings: Investec, Festival House,
Jessop Avenue, Cheltenham GL50 3SH
Evening meetings: The Greenway Hotel & Spa, Shurdington,
Cheltenham GL51 4UG
Afternoon meetings
Date Topic Speaker
Weds 29 Jan
13.00 – 16.00
Global market update Alastair Mundy
Investec Asset Management
How Financial Planners can benefit from the
changes taking place in the legal profession
Ian Muirhead
SIFA
Tues 25 Feb
18.30 – 20.00
Getting back to why! Paul Armson
Inspiring Advisers
Weds 30 Apr
13.00 – 16.00
Financial market forecast John Clarke
GHC Capital Markets Ltd
How to deliver the perfect first meeting that sells
true Financial Planning easily
Steve Martin CFPCM
Smart Financial Planning
Tues 20 May
18.30 – 20.00
Alternative assets: how to diversify with
commodity and FX ETPs
Frank Spiteri
ETF Securities (UK) Limited
Weds 25 Jun
13.00 – 16.00
Turn strategic insight into marketing your firm
online
Abbie Tanner
A Business Innovation Limited
Deputies: can do better? Julie Curtis
Standard Life
Weds 24 Sept
13.00 – 16.00
Portfolios: when safe is risky and riskier safer Justin Urquhart Stewart
Seven Investment Management
Diligently doing due diligence post PS13/1 Mark Polson
The Lang Cat
Tues 28 Oct
18.30 – 20.00
Business successes and failures Dennis Hall
Yellowtail Financial Planning
Weds 26 Nov
13.00 – 16.00
Update on current technical hot topics Andy Zanelli
AXA Wealth
Ethics: a case study Phil Billingham CFPCM
Perceptive Planning
Tues 9 Dec Details to be confirmed
Sponsored by
Sponsored by
Sponsored by
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
14
East Anglia
Co-chairman: Chris Adams CFPCM
Company: N W Brown & Company Ltd
Telephone: 01223 357 131
Email: chris.adams@nwbrown.co.uk
Co-chairman: Duncan Hannay Robertson CFPCM
Company: Hannay Robertson Ltd Telephone: 01223 269405
Email: duncan@hannayrobertson.com
Venue: Holiday Inn Cambridge, Lakeview, Bridge Road, Impington,
Cambridge CB24 9PH
Sponsored by
Date Topic Speaker
Weds 22 Jan
16.00 – 18.00
Providing income from pensions Brian Radbone
Transact
Building a Financial Planning enterprise Jason Butler CFPCM
Bloomsbury
Weds 12 Mar
16.00 – 18.00
Inheritance tax planning update Peter Legg
IHT Planning Matters Ltd
The magical number seven Michelle Hoskin
Standards International
Weds 2 Jul
16.00 – 18.00
Surprising technology for advisers Andrew Reeves FIFP CFPCM
The Investment Coach Limited
How the term ‘social care’ puts your clients’
assets at risk and what you can do
Angela Sherman
Care 2 B Different
Weds 10 Sept
16.00 – 18.00
Old principles + new research = smarter portfolios Tim Hale
Albion Strategic Consulting
Moments of truth: how to build exceptional
relationships with clients, prospects and introducers
Jon Pittham
ClientsFirst
Weds 26 Nov
16.00 – 18.00
The changes which are taking place in the legal
profession and how Financial Planners can benefit
Iain Muirhead
SIFA
Platforms post RDR Ian Taylor
Transact
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
15
East Midlands
Chairman: Gini Bolton CFPCM
Company: Fiscal Engineers Ltd
Telephone: 0115 955 5600
Email: eastmidsifp@fiscalengineers.com
Venue: The Carriage Hall, Station Road, Plumtree, Nottingham NG12 5NA
Sponsored by
Date Topic Speaker
Weds 15 Jan
15.00 – 18.00
Doing better than incremental improvement
(Free 3 hour workshop)
David Scarlett
The Soul Millionaire Ltd
Thurs 30 Jan
16.00 – 18.00
Pensions and retirement: opportunity or pointless
task?
Mike Morrison
A J Bell
Compound interest: the eighth wonder of the
world
Campbell Edgar FIFP CFPCM
John Lamb LLP
Weds 12 Mar
16.00 – 18.00
New solutions for investment Mark Helmsley
BlackRock
Building strategic, profitable relationships with
professional connections
Abbie Tanner
A Business Innovation Limited
Weds 23 Apr
16.00 – 18.00
Succession planning, IHT and the family home Peter Legg
IHT Planning Matters Ltd
Taking your client relationships to the next level
of trust
Andy Jervis CFPCM
Chesterton House Financial Planning Ltd
Weds 4 Jun
16.00 – 18.00
What a good client file looks like Melony Holman CFPCM
Compliance and Training Solutions
Planning for success: three essential steps to
ensure outstanding success in your practice
Alan Smith
Capital Asset Management
Weds 16 Jul
16.00 – 18.15
Platforms and updates Ian Taylor
Transact
IHT trust planning ideas Brian Radbone
Transact
The magical number seven Michelle Hoskin
Standards International
Weds 17 Sept
16.00 – 18.00
The journey prior and post CFPCM certification Alan Dick CFPCM
Forty-two Wealth Management
Five proven principles for perfection Michelle Hoskin
Standards International
Fri 28 Nov
12.00 – 14.30
Ethics and socially responsible investment Professor Paul Palmer
Cass Business School
Portfolios: when safe is risky and riskier safer Justin Urquhart Stewart
Seven Investment Management
Sponsored by
Sponsored by
Sponsored by
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
16
Essex
Chairman: Sean Condon CFPCM
Company: Yew Tree Financial Planning Ltd
Telephone: 01206 274 095
Email: sean@yewtreefp.co.uk
Venue: M&G Offices, 1 Legg Street, Chelmsford, Essex CM1 1JS
Sponsored by
Date Topic Speaker
Weds 22 Jan
09.30 – 11.30
How to use the principle of 16x to transform your
business and your life
Andy Jervis CFPCM
Chesterton House Financial Planning Ltd
Weds 19 Mar
09.30 – 11.30
Investing, re-balancing portfolios: why, when and
how
Craig Burgess CFPCM
EBI Portfolios Ltd and
Blackstone Wealth Management
Weds 21 May
09.30 – 11.30
Planning for profit Marlene Outrim FIFP CFPCM
UNIQ Family Wealth
Weds 16 Jul
09.30 - 11.30
Behavioural finance Julian Hince
M&G and Beta Destination
Weds 17 Sept
09.30 – 11.30
Regulatory issues for Financial Planners:
your chance to speak directly to the FCA
Rory Percival
Financial Conduct Authority
Weds 19 Nov
09.30 – 11.30
Long term care and the crucial role of the
Financial Planner
Angela Sherman
Care 2 B Different
In addition to the main speakers at each meeting a local member of the IFP will share best practice with the attendees in our
Planner to Planner sessions.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
17
Kent & Sussex
Chairman: Lance Baron CFPCM
Company: Tucana Financial Planning
Telephone: 01435 898 004
Email: lance@tucanafinancial.com
Venue: Mercure Hotel, 8 Tonbridge Road, Pembury, Tunbridge Wells
TN2 4QL
Sponsored by
Date Topic Speaker
Thurs 16 Jan
16.00 – 18.30
Moments of truth: how to build exceptional
relationships with clients, prospects and
introducers
Jon Pittham
ClientsFirst
Investing, re-balancing portfolios:
why, when and how
Craig Burgess CFPCM
EBI Portfolios Ltd and
Blackstone Wealth Management
Thurs 13 Mar
16.00 – 18.30
Using technology in Financial Planning Andrew Reeves FIFP CFPCM
The Investment Coach Limited
Crowd-funding: threat or opportunity? Daniel Kiernan
Intelligent Partnership
Thurs 8 May
16.00 – 18.30
50 shades of green David Jones
Dimensional Fund Advisors
How to persuade anyone to do anything
(well, almost)
Lee Warren
Invisible Advantage
Thurs 26 Jun
16.00 – 18.30
Trends in the protection market and the impact
on wealth management
Jonathan Gunby
Transact
Building a Financial Planning enterprise Jason Butler CFPCM
Bloomsbury
Thurs 18 Sept
16.00 – 18.30
What’s hot... a view from the media Natalie Fast and Doug Green
Citywire
The new IHT regime for trusts Neil MacGillivray
James Hay Partnership
Thurs 13 Nov
16.00 – 18.30
What’s hot... a platform update Ian Taylor
Transact
Platform commercials as they affect your clients:
the pie of destiny
Mark Polson
The Lang Cat
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
18
Lancashire and Cumbria
Chairman: Paul Jones CFPCM
Company: Mackenzie Financial Planning
Telephone: 0161 763 1950
Email: ifp@mackenzie-fp.co.uk
Venue: Tickled Trout Hotel, Preston New Road, Preston PR5 0UJ
Sponsored by
Date Topic Speaker
Thurs 30 Jan
13.30 – 16.30
Investing, re-balancing portfolios:
why, when and how
Craig Burgess CFPCM
EBI Portfolios Ltd and
Blackstone Wealth Management
The unplanned business exit Andrew Haigh
Royal London
Thurs 27 Feb
13.30 – 16.30
Trusts in Financial Planning Brian Radbone
Transact
The name is ‘Bond’ Alex Wheelan
Vanguard
Thurs 27 Mar
13.30 – 16.30
Developing a private client proposition with law
firms
Lawrence Cook
Thesis Asset Management
How to deliver the perfect first meeting that sells
true Financial Planning easily
Steve Martin CFPCM
Smart Financial Planning
Thurs 29 May
13.30 – 16.30
Can, cannot and Dilnot long term care Graham Duffy
Company Partnership
Fri 27 Jun
12.00 – 16.30
Attendance is by
pre-registration only
ETPedia: the comprehensive guide to ETPs Frank Spiteri
ETF Securities (UK) Limited
The client or the planner? Barry Neilson
Nucleus
Thoughts from the FCA Rory Percival
Financial Conduct Authority
Thurs 25 Sept
13.30 – 16.30
More than a pension Mathew Rankine
Liberty SIPP
Solicitors and accountants: why they need you! Justin Urquhart Stewart
Seven Investment Management
Thurs 30 Oct
12.00 – 16.30
Framework for constructing portfolios Alex Wheelan
Vanguard
Ethics extravaganza Phil Billingham CFPCM
The Phil Billingham Partnership Ltd
Thurs 27 Nov
13.30 – 16.30
Why? Paul Armson
Inspiring Advisers
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
19
Leeds
Chairman: Murray McEwan CFPCM
Company: Flowers McEwan Limited
Telephone: 0113 237 1979
Email: leeds.ifp@gmail.com
Venue: Lupton Fawcett Lee and Priestly LLP, East Parade, Leeds LS1 5BD
Sponsored by
Date Topic Speaker
Tues 14 Jan
17.00 – 19.00
Moments of truth: how to build exceptional
relationships with clients, prospects and
introducers
Jon Pittham
Clients First
Tues 11 Feb
17.00 – 19.00
Building a successful practice based on Financial
Planning principles
Yvonne Goodwin
Yvonne Goodwin Wealth Management
Tues 11 Mar
17.00 – 19.00
Compound interest: the eighth wonder of the
world
Campbell Edgar FIFP CFPCM
John Lamb LLP
Tues 13 May
17.00 – 19.00
An introduction to behavioural economics:
understanding the behavioural biases which may
affect our clients’ Financial Planning decisions
Richard Whittle
Senior Lecturer in Economics and Finance,
Manchester Metropolitan University
Tues 10 Jun
17.00 – 19.00
Paraplanner evolution: one year on
Our panel of Paraplanners bring their perspective on
the development of Paraplanning
Joanna Hague
Investment for Life Ltd
Claire Goodwin APP
Taylor Oliver Partnership
Jared Bowers
Flowers McEwan Ltd
Gemma Siddle CFPCM
Eldon Financial Planning
Tues 9 Sept
17.00 – 19.00
The good, the bad and the ugly: A solicitor’s
perspective on working with Financial Planners
Daniel Lumb
Lupton Fawcett Lee and Priestly LLP
Tues 14 Oct
17.00 – 19.00
Discovering clients’ heartfelt needs: part two Nigel Barker-Smith
NBS Financial Planning Ltd
Tues 11 Nov
17.00 – 19.00
Are we fudging the ethical/sustainable investment
question? – Ethics discussion
David Jones
Dimensional Fund Advisors
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
20
London
Co-chairman: Claire Menni
Company: SRLV Financial LLP
Telephone: 0207 079 8888
Email: londonifp@gmail.com
Sponsored by
Date Topic Speaker
Tues 7 Jan
18.30 – 19.45
Communication skills of a hostage negotiator Richard Mullender
The Art of Connection
Tues 4 Feb
18.30 – 19.45
Auto enrolment: seize the opportunity Steve Selby and Simon Palmer
Tap Assist
Weds 5 Mar
18.30 – 19.45
Client communication skills Phil Billingham CFPCM
The Phil Billingham Partnership
Tues 8 Apr
18.30 – 19.45
Lifetime planning: getting to the heart of the
matter
Chris Birch
All Being Well
Weds 7 May
18.30 – 19.45
Future direction of FCA – regulatory travel of
client risk profiling
Paul Resnik
FinaMetrica
Rob Sealy
eValue
Graeme Price
UBS Wealth Management
Tues 3 Jun
18.30 – 19.45
How do you deal with charitably minded clients? Jon Rolfe
Epoch
Graeme Price
UBS Wealth Management
Weds 3 Sept
18.30 – 19.45
The narrower the message the deeper it goes Tony Harris CFPCM
Mansard Capital LLP
Tues 4 Nov
18.30 – 19.45
Inheritance tax planning update Peter Legg
IHT Planning Matters Ltd
Tues 2 Dec
18.30 – 19.45
Selling the Financial Planning proposition Paul Armson
Inspiring Advisers
Co-chairman: Abraham Okusanya CFPCM
Company: FinalytiQ
Telephone: 01268 502454 / 0794 098 5852
Email: abraham@finalytiq.co.uk
Venue: UBS, 1 Finsbury Avenue, London EC2M 2PP
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
21
Manchester
Chairman: Steve Martin CFPCM
Company: Smart Financial Planning Limited
Telephone: 0844 8246990
Email: ifp@smartfinancialplanning.co.uk
Venue: Hilton Manchester Airport Hotel, Manchester Airport,
Outwood Lane, Ringway, Manchester M90 4WP
Date Topic Speaker
Thurs 6 Feb
14.00 - 16.00
Mastering professional connections part one Steve Billingham
FP Advance Ltd
Sean Weafer
SeanWeafer.com
Thurs 27 Mar
08.00 – 10.00
Mastering professional connections part two Graeme Price
UBS Wealth Management
Bridget Greenwood
Financial Social Media (UK)
Thurs 29 May
09.30 – 16.30
Financial Planning business development
workshop
Barry Horner CFPCM
Paradigm Norton Financial Planning Ltd
Michelle Hoskin
Standards International
David Ferguson
Nucleus
Trevor Williamson
Manchester Metropolitan University
Howard Jones
Buckland Harvester Ltd
Thurs 11 Sept
09.30 – 16.30
Technical and Paraplanning day Tim Hale
Albion Strategic Consulting
Claire Goodwin APP
Taylor Oliver Partnership
Andrew Hart
The Voyanist
Thurs 30 Oct
08.00 – 10.00
Ethics and Financial Planning part one: running
an ethical business and ‘who will it hurt when I
die?’
Dennis Hall
Yellowtail Financial Planning
Phil Billingham CFPCM
Perceptive Planning
Thurs 20 Nov
14.00 – 16.00
Ethics and Financial Planning part two:
ethical charging and ethical investing
David Crozier CFPCM
Navigator Financial Planning
David Swanwick
Dimensional Fund Advisers
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
22
North East
Chairman: Jim Clancy
Company: Access Wealth Management
Telephone: 01661 853 838
Email: jclancy@accesswm.co.uk
Venue: Close House Hotel, Heddon on the Wall, Newcastle upon Tyne
NE15 0HT (Directions to the hotel via sat nav postcode – NE41 8BL)
Date Topic Speaker
Thurs 30 Jan
13.30 – 17.00
Can your business survive without a family office
style service for your wealthy clients?
Graeme Price
UBS Wealth Management
Thurs 20 Feb
13.30 – 17.00
Rebalancing portfolios: why, when and how Craig Burgess CFPCM
EBI Portfolios Ltd and
Blackstone Wealth Management
Thurs 13 Mar
13.30 – 17.00
Getting back to why! Paul Armson
Inspiring Advisers
Thurs 22 May
13.30 – 17.00
Compound interest: the eighth wonder of the
world
Campbell Edgar FIFP CFPCM
John Lamb LLP
Thurs 26 Jun
13.30 – 17.00
How to use the principle of 16x to transform your
business and your life
Andy Jervis CFPCM
Chesterton House Financial Planning Ltd
Thurs 17 Jul
13.30 – 17.00
Crowd-funding: threat or opportunity? Daniel Kiernan
Intelligent Partnership
Thurs 25 Sept
13.30 – 17.00
At/post retirement planning Brian Radbone
Transact
Proper Financial Planning Justin Urquhart Stewart
Seven Investment Management
Thurs 23 Oct
13.30 – 17.00
Details to be confirmed
Thurs 20 Nov
13.30 – 17.00
Strategic insight into marketing your own firm Abbie Tanner
A Business Innovation Limited
Thurs 11 Dec
13.30 – 17.00
Christmas charity lunch
in aid of Josie's Dragonfly Trust
Justin Urquhart Stewart
Seven Investment Management
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
23
Northern Home Counties
Chairman: Dr Lien Luu CFPCM
Company: Northampton Business School, University of Northampton
Telephone: 01604 892036 Email: northernhomecountiesifp@gmail.com
Venue: Sunley Management Centre, University of Northampton,
Boughton Green Road, Northampton NN2 7AL
Date Topic Speaker
Weds 29 Jan
14.00 - 17.00
Client care Julie Lord FIFP CFPCM
Towry
Old principles + new research = smarter portfolios Tim Hale
Albion Strategic Consulting
Surprising technology for advisers Andrew Reeves FIFP CFPCM
The Investment Coach Limited
Weds 26 Feb
14.00 - 17.00
Building a Financial Planning enterprise Jason Butler CFPCM
Bloomsbury Wealth
Health, an essential part of the Financial Planning
process
Jim Jackson
IHCS
Weds 26 Mar
14.00 - 17.00
What great firms do, and others don’t Brett Davidson
FP Advance
Soft selling: how to win more sales without being
pushy
Richard White
Pro Excellence Ltd
Weds 28 May
14.00 - 17.00
What makes a great Financial Planning practice? Rebecca Taylor FIFP CFPCM
IFP President
Why you? What’s in it for a professional
connection to refer clients to you?
Lawrence Cook
Thesis Asset Management
Collaboration with lawyers, accountants and
other professionals
Justin Urquhart Stewart
Seven Investment Management
Weds 25 Jun
14.00 - 17.00
How to persuade anyone to do anything
(well, almost)
Lee Warren
Invisible Advantage
Ten ways to bring referral relationships into the
21st century
Annette Kinsman
Succession
Weds 29 Oct
14.00 - 17.00
What’s your story? Building a living, breathing a
brand
Phil Billingham CFPCM
The Phil Billingham Partnership Ltd
The transformational first meeting David Scarlett
The Soul Millionaire Ltd
Keeping on track: an intelligent approach to
indexing
Dan Attwood
L&G Investments
Weds 26 Nov
14.00 – 17.00
ETF are sponsoring an
informal dinner
Diversifying your investments:
the case for commodities’
Frank Spiteri
ETF Securities (UK) Limited
Who are you? Mark Cherrill
Incisive Wealth Strategies
Client proposition that works with lawyers Lawrence Cook
Thesis Asset Management
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
24
Northern Ireland
Chairman: Robert Stevenson CFPCM
Company: SRG Financial Management
Telephone: 02825 640 919
Email: robert@srgfinancial.com
Venue: FGS McClure Waters, Number One, Lanyon Quay, Belfast BT1 3LG
Date Topic Speaker
Weds 15 Jan
12.00 – 14.00
Selling the Financial Planning proposition Paul Armson
Inspiring Advisers
Weds 12 Feb
12.00 – 14.00
The role and taxation of trusts as part of IHT
planning
Brian Radbone
Transact
Weds 12 Mar
12.00 – 14.00
Pensions management: ideas and case studies David Boyd
YourSipp
Weds 16 Apr
12.00 – 14.00
Tax update Neil MacGillivray
James Hay Partnership
Weds 30 Apr
12.00 – 14.00
Ethics in Financial Planning – A practical approach Andrew Brook-Dobson CFPCM
IFP Ethics Committee chairman
Rebecca Taylor FIFP CFPCM
IFP President
Weds 14 May
12.00 – 14.00
Cash flow modelling Richard Allum CFPCM
The Paraplanners
Weds 18 Jun
12.00 – 14.00
Tax planning for the family company Gerry Brown
Prudential
Weds 10 Sept
12.00 – 14.00
Legal issues around wills and LTC planning Michael Graham
CFR
Weds 15 Oct
12.00 – 14.00
Using technology in Financial Planning Andrew Reeves FIFP CFPCM
The Investment Coach Limited
Weds 19 Nov
12.00 – 14.00
How to deliver the perfect first meeting that sells
true Financial Planning easily
Steve Martin CFPCM
Smart Financial Planning
TBC Christmas dinner
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
25
Scotland
Chairman: Nicola Coates CFPCM
Company: Carbon Financial Partners Limited
Telephone: 01738 443111
Email: nicola.coates@carbonfinancial.co.uk
Venue: Edinburgh: TBC Glasgow: TBC
Sponsored by
Date Topic Speaker
Thurs 30 Jan
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
Who is a platform for: the customer or the adviser? David Ferguson
Nucleus
At/post retirement planning Brian Radbone
Transact
Thurs 27 Feb
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
Ethics: a case study Phil Billingham CFPCM
The Phil Billingham Partnership Ltd
Client communication skills Susan Jordan
The Phil Billingham Partnership Ltd
Thurs 27 Mar
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
Details to be confirmed
Business protection strategies Richard Smith
Zurich
Thurs 1 May
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
Practice standards Michelle Hoskin
Standards International
Investment Stephen Hunter
Rathbones
Thurs 5 June
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
Evolution of Financial Planning Paul Catt-Camfield
Dimensional Fund Advisors
Thurs 26 June
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
IHT planning and the use of various trusts Brian Radbone
Transact
Hitting the right note with your portfolio
investment instrument
Hector Kilpatrick
Cornelian Asset Management
Thurs 18 Sept
12.00 – 14.00 Glasgow
16.00 – 18.00 Edinburgh
iFinance: the future? Dan Haylett
Architas
Breakthrough to success with professional
connections
Lawrence Cook
Thesis Asset Management
Mon 8 - Tues 9 Dec IFP Scottish conference and Christmas dinner
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
26
South Wales
Chairman: Craig Palfrey CFPCM
Company: Penguin
Telephone: 02920 450 143
Email: craig@penguinwealth.com
Venue: Brewin Dolphin, 5 Callaghan Square, Cardiff CF10 5BT
Date Topic Speaker
Tues 28 Jan
09.00 – 12.00
Get a life: banish stress and own that four day
working week
David Scarlett
The Soul Millionaire Ltd
The rise and fall of alternative investments Daniel Kiernan
Intelligent Partnership
Corporate protection David Griffiths
PruProtect
Tues 25 Mar
09.00 – 12.00
What is a cash flow forecast and how important
are the assumptions you make?
Richard Gough FIFP CFPCM
Castle Court Consulting
ETPedia: the comprehensive guide to ETPs Frank Spiteri
ETF Securities (UK) Limited
Structured products: how to use them in a client
portfolio
James Gadd
Brewin Dolphin
Tues 17 Jun
09.00 – 12.00
Making your business stand out Abbie Tanner
A Business Innovation Limited
Platform pitfalls Shaun Sandiford
AXA Wealth
Why health should be central to your clients’
financial plan
Jim Jackson
Health Care Solutions (IHCS)
Tues 18 Nov
09.00 – 12.00
RDR: the story so far... Rory Percival
Financial Conduct Authority
How to use your cash flow plan to spot the
product needs and how to use cash flow with
retirement planning
Richard Gough FIFP CFPCM
Castle Court Consulting
View from the rock: markets debate Caspar Rock
Architas
Sponsored by
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
27
South West
Chairman: Pete Matthew CFPCM
Company: Jacksons Wealth Management
Telephone: 01736 360717
Email: pete@jacksonswealth.com
Venue: The Devon Hotel, Matford, Exeter EX2 8XU
Date Topic Speaker
Weds 29 Jan
16.00 – 18.00
ETPedia: the comprehensive guide to ETPs Frank Spiteri
ETF Securities (UK) Limited
A STEP in the right direction Denese Molyneux
Molyneux Financial Planning
Weds 30 Apr
16.00 – 18.00
iFinance: the future? Dan Haylett
Architas
Dealing with the last big taboos in society: death
and money
Dennis Hall
Yellowtail Financial Planning
Weds 2 Jul
16.00 – 18.00
Legal update on the issues affecting Financial
Planners
Jessica Pitt and Alan Hughes
Foot Anstey Solicitors
What great firms do, and others don’t Brett Davidson
FP Advance
Weds 22 Oct
16.00 – 18.00
Surprising technology for advisers Andrew Reeves FIFP CFPCM
The Investment Coach Limited
Around the world in 50 minutes Justin Urquhart Stewart
Seven Investment Management
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
28
Surrey
Date Topic Speaker
Tues 4 Feb
17.00 - 18.30
Professional partners success blueprint Steve Billingham
FP Advance Ltd
What’s working for me! Andrew Neligan CFPCM
Informed Choice
Tues 8 Apr
17.00 - 18.30
Diligently doing due diligence post PS13/1 Mark Polson
The Lang Cat
What’s working for me! Keith Churchouse CFPCM
Chapters Financial
Tues 17 Jun
08.00 - 09.30
Rebalancing in a post RDR world Craig Burgess CFPCM
EBI Portfolios Ltd and
Blackstone Wealth Management
What’s working for me! Louis Coke
Charles Stanley
Tues 16 Sept
17.00 - 18.30
The latest tools and techniques to effectively
market your Financial Planning firm
Abbie Tanner
A Business Innovation
What’s working for me! IFP member
Tues 18 Nov
17.00 - 18.30
Economic update Chris Piper, South East Agent
Bank of England
What’s working for me! IFP member
Co-Chairman: Keith Churchouse CFPCM
Company: Chapters Financial Limited
Telephone: 01483 330800
Email: info@chaptersfinancial.com
Co-chairman: Simon Hewitt
Company: Chapters Financial Limited
Telephone: 01483 330800
Email: info@chaptersfinancial.com
Venue: Charles Stanley, 70-72 Chersey Street, Guildford, Surrey GU1 4HL
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
29
Thames Valley
Chairman: Milton Gordon
Company: Milton Gordon & Co
Telephone: 01491 578999
Email: miltong@miltongordon.co.uk
Venue: Conference Suite, Prudential IBIS Club, Scours Lane, Reading
RG30 6AY
Date Topic Speaker
Weds 12 Feb
18.15 – 20.30
Famous for 15 minutes IFP member
Evidence based investing Bruce Gascoine
Frontier Investment Management
Weds 12 Mar
18.15 – 20.30
Famous for 15 minutes IFP member
Positive compliance Mark Goold
Financial Conduct Authority
Weds 09 Apr
18.15 – 20.30
Famous for 15 minutes IFP member
Global market update Dr. Peter Westaway
Vanguard
Weds 14 May
18.15 – 20.30
Famous for 15 minutes IFP member
Media in practice Pete Matthew CFPCM
Jacksons Wealth Management
Weds 11 Jun
18.15 – 20.30
Famous for 15 minutes IFP member
Multi-asset allocation Chris Wellings
Apollo Multi-Asset
Weds 10 Sept
18.15 – 20.30
Famous for 15 minutes IFP member
Details to be confirmed
Weds 15 Oct
18.15 – 20.30
Famous for 15 minutes IFP member
Details to be confirmed
Fri 12 Dec
18.15 – 20.30
Christmas lunch Vanguard
Sponsored by
Sponsored by
Sponsored by
Sponsored by
Sponsored by
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
Stand out from the crowd and become
a CFPCM professional
The only globally recognised symbol of excellence in Financial Planning
“I have passed numerous professional
exams over the years but the CFPCM
qualification stands head and shoulders
above them all in terms of value to myself,
my business and most importantly my
clients too.”
Alan Dick CFPCM, Forty Two Wealth Management, Glasgow
Becoming a CERTIFIED FINANCIAL
PLANNERCM professional means much
more than gaining a level six qualification.
It’s a way of transforming the service you
provide, helping you to deliver real value
for clients. It’ll transform your business
success as a result too.
Becoming a CFPCM professional will help you to deliver
a profitable service that your clients will love.
TO FIND OUT MORE, VISIT OUR WEBSITE AT
WWW.FINANCIALPLANNING.ORG.UK
OR CALL US ON 0117 945 2470
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

Registered Office:
Institute of Financial Planning
One Redcliff Street
Bristol BS1 6NP
T: 0117 945 2470
F: 0117 929 2214
www.financialplanning.org.uk
Follow us:
@IFP_UK
Please note that the IFP reserves the right to amend or cancel any event or event times and dates. This includes changes to speakers, content and programme.Consultants register
Page 1 of 14
Introduction
The following is a list of consultants working in the academic library sphere produced by SCONUL for the benefit of our members.
While many of the consultants here have an excellent track record of working with SCONUL members, their inclusion should not be taken as an endorsement by SCONUL. We would also recommend that credentials and references are checked when using consultants in any sphere.
If you know of consultants who should be included in this list, please ask them to contact Ann Rossiter, Executive Director of SCONUL.
Index for consultants
Buildings and refurbishment
Bisset Adams Ltd
Graham Bulpitt
Les Watson
Nomad RDC Ltd
Facilitation
Andy Priestner Training & Consulting
Ash Charlton
Charles Beagrie Ltd
David Ball Consulting
Deborah Dalley and Associates Ltd
Dr Lesley Trenner
Evidence Base Research & Evaluation Services
Flow Publishing
Jeremy Atkinson
Ken Chad Consulting Ltd
Les Watson
Lisa Jeskins Training
Max Hammond
Owen Stephens Consulting
Professor David Baker PhD
Sero Consulting Ltd
Information law
Jules Winterton
Library systems and technologies
Charles Beagrie Ltd
Evidence Base Research & Evaluation Services
Flow Publishing
Information Power Ltd
Ken Chad Consulting
Paul Wheatley Consulting Ltd
LISU
Max Hammond
Mick Fortune
Owen Stephens Consulting
Research Information Network
Sero Consulting Ltd
Research services
Charles Beagrie Ltd
Curtis+Cartwright
David Ball Consulting
Evidence Base Research & Evaluation Services
Information Power Ltd
Jeremy Atkinson
Jules Winterton
Ken Chad Consulting
LISU
Max Hammond
Michelle Maden
Nomad RDC Ltd
Owen Stephens Consulting
Paul Wheatley Consulting Ltd
Professor David Baker PhD
Research Information Network
Sero Consulting Ltd
SD Information Services
Staff training and support
Andy Priestner Training & Consulting
Ash Charlton
David Ball Consulting
Deborah Dalley and Associates Ltd
Dr Lesley Trenner
Evidence Base Research & Evaluation Services
Graham Bulpitt
Jules Winterton
Ken Chad Consulting
Lisa Jeskins Training
LISU
Max Hammond
Michelle Maden
Ned Potter
Owen Stephens Consulting
Paul Wheatley Consulting Ltd Professor David Baker PhD
Sarah Durrant
SD Information Services
Strategy and service reviews
Andy Priestner Training & Consulting
Ash Charlton
Charles Beagrie Ltd
Curtis+Cartwright
David Ball Consulting
Delta Sigma Consulting Ltd
Evidence Base Research & Evaluation Services
Flow Publishing
Graham Bulpitt
Higher Education Consultancy Group
Information Power Ltd
Jeremy Atkinson
Jules Winterton
Ken Chad Consulting
Les Watson
LISU
Max Hammond
Mick Fortune
Ned Potter
Nomad RDC Ltd
Owen Stephens Consulting
Paul Wheatley Consulting Ltd
Professor David Baker PhD
Research Information Network
Sarah Durrant
SD Information Services
Sero Consulting Ltd
Consultants register
Page 2 of 14
Andy Priestner Training & Consulting
103 High Street
Cherry Hinton
Cambridge CB1 9LU
T: 07917 267579
E: andypriestner@hotmail.com
www.andypriestnertraining.com
LinkedIn: uk.linkedin.com/in/andypriestner/
Twitter: @PriestLib
Skype: PriestLib88
Areas of expertise:
I have worked in the UK Higher Education (HE) sector since 1995 and since 2007 have led and managed the Information and Library Services department at Cambridge University’s business school. For the past three years I have also been delivering training and facilitating workshops in the UK HE sector. I have received awards for my training courses from both Oxford and Cambridge University. Earlier this year, I devised the Social Media Driving Licence for academic staff, and began to offer courses on ethnographic research methods in libraries due to burgeoning interest in this area.
- communication and marketing
- ethnography in libraries
- LEGO Serious Play
- library strategy & service analysis
- social media
- teambuilding, development and management
- workshop facilitation.
Services provided:
Interactive, current, transformative training for library staff at all levels. My workshops and courses feature innovative and practical methods to encourage engagement and lasting change in participants.
- blogging for beginners
- comprehensive service SWOT analysis
- effective library communications
- going social (social media intro)
- introduction to library ethnography
- LEGO Serious Play facilitation
- mission & objectives setting
- perspectives on change
- social media driving licence
- strategic thinking for senior managers
- teambuilding
- Twitter for beginners.
Previous work:
Clients from the last twelve months (2014) include:
• Centre for Entrepreneurial Learning, Cambridge University
• Lancashire County Council
• Selwyn College, Cambridge University
• Sheffield Hallam University
• St Catharine’s College, Cambridge University
• Trinity Hall, Cambridge University
• University Campus Suffolk (Ipswich).
Client testimonials are available on my website.
Ash Charlton
Ace Training
T: 07740 982 1263
E: ash@acetrainingcourses.co.uk
www.Acetrainingcourses.co.uk
Areas of expertise:
- Professional development: negotiation, dealing with difficult customers, project management, effective meetings.
- Personal development: time management, emotional intelligence, managing stress, presentation and training skills.
- Management: managing staff, motivating people, team leadership, difficult staff issues, strategic planning, coaching skills.
- Diversity: cultural awareness.
- Increasing participation.
- Equal opportunities.
Services provided:
Short training courses and programmes.
Previous work:
Previous clients include:
• Universities of Kent, Reading & Roehampton, Imperial College London.
• London Boroughs of Hackney, Brent, Barnet &Newham.
• The Department for Education.
• The United Nations.
• And charities such as Shelter and Save the Children.
Bisset Adams Ltd
Sarah Godowski
Director
Bisset Adams
71 Central Street
Unit 3
London EC1V 8BU
T: 020 7250 0440
E: sarah@bissetadams.co.uk
www.bissetadams.co.uk
Twitter: @BissetAdams
Areas of expertise:
Specialists in library design, master planning, listed building refurbishment, new build and remodelling of buildings of all periods.
Services provided:
ISO-9001 certified architectural practice, with additional specialism in interior design, brand, graphics and signage design; lead architectural consultant from design concept to final completion, including contract administration; experience in traditional architect-led contracts as well as design and build, and partnering.
Previous work:
• Birkbeck University, numerous projects including student centre and library feasibility study.
• London School of Hygiene and Tropical Medicine: numerous projects including library, refectory, offices etc.
• University of Westminster: School of Media, Arts and Design.
• Blackpool Central Library.
• High Wycombe Library.
• Idea Store, Tower Hamlets.
• Ealing Central Library.
• City of London Girls School
• Queen Elizabeth School.
• London School of Economics refurbishments – Including Lionel Robbins Building, Sardinia House.
• Royal College of Nursing – Headquarters refurbishment and replan including remodelling of the library.
• University College London – master plan and feasibility for key sites.
Consultants register
Page 3 of 14
Charles Beagrie Ltd
2 Helena Terrace
College Street
Salisbury SP1 3AN
T: 01722 338482
E: info@beagrie.com
www.beagrie.com
http://blog.beagrie.com
Twitter: @CharlesBeagrie
Areas of expertise:
Charles Beagrie Limited is an independent management consultancy company specialising in the digital archive, library, science and research sectors. Our areas of expertise are:
- e-journals
- digital archives
- research data
- digital preservation
- archival technology
- impact evaluation
- user surveys
- cost/benefit analyses
- project evaluation
- strategy development
- service development.
Services provided:
- research services
- strategy and service reviews
- evaluation studies
- impact studies
- feasibility studies
- research project partnerships
- sustainability
- business cases
- supporting project to service transitions.
Previous work:
Based in the UK and working globally, we have a reputation for the integrity, quality and impact of our work. Some examples of the work we have done are listed below, and you can read what our clients say about us and what we have delivered for them on our website: www.beagrie.com/services/.
• Digital Library Strategy for the International Labour Organisation (ILO).
• Value and Economic Impact of Research Data Centres for Jisc and research councils.
• Formative/Summative evaluation of the BRII project for Bodleian Library and University of Oxford.
• E-Journal archiving study for Jisc.
• Research 360 business case for the University Library and University of Bath.
• Digital preservation strategy for The John Rylands Library and University of Manchester.
• Dryad Repository Sustainability Plan for Duke University.
• Cloud Storage and Digital Preservation Guidance for UK HE, Local and Central Government Archives.
For additional clients and projects see www.beagrie.com/clients
Curtis+Cartwright
Dr Geoff Curtis Surrey Technology Centre
Guildford
Surrey GU2 7YG
T: 01483 685023
E: geoff.curtis@curtiscartwright.co.uk.
Areas of expertise:
Curtis+Cartwright is expert in the following areas of particular relevance to academic libraries:
- strategy development and review, including use of futures techniques
- market research
- feasibility studies and business cases
- evaluation and audit
- programme and project management support.
Services provided:
Services provided comprise independent and impartial consultancy services in the above areas and expertise across the public sector.
Previous work:
Academic and research libraries
• The libraries of the future study for RIN, RLUK, SCONUL and the BL used futures techniques to develop scenarios for HE and the role of academic libraries to give librarians the necessary tools and resources to help them plan for the longer term future.
• Curtis+Cartwright contributed to the development of a business case for SCONUL regarding the introduction of shared services for libraries across the UK HE sector.
• A study for Jisc that developed online guidance for librarians in the UK HE sector regarding to the transfer and re-use of bibliographic records in web applications. The guidance is now hosted on the Jisc Legal website.
• A study for RIN that estimated the value of UK academic library services for researchers and the contribution made to institutional research performance. The aim was to identify key characteristics of library support to research in successful UK institutions.
• A project for RIN that examined the emerging role of research supervisors in information literacy through desk research, interviews, focus groups and surveys together with detailed synthesis and analysis. Outputs included a dissemination and advocacy strategy.
• This market research for Mimas examined the potential markets for bibliographic services, including Copac, Zetoc and AH and the barriers to uptake.
• The UK Research Reserve has been successful in managing the de-duplication of low-use print journals across research universities. This strategic review investigated future strategy, given that no further HEFCE funding was available.
David Ball Consulting
David Ball
T: 07795 094292
E: davidball1611@gmail.com
Skype: davidball1611
Areas of expertise:
- interim management
- scholarly communication
- Open Access publishing
- e-books
- electronic journals
- library procurement
- virtual learning environments
- learning management systems
- library management systems
- institutional repositories.
Services provided:
- strategic and operational library reviews
- research
- interim management
- facilitation
- training
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- project management
- bid and ITT writing.
Previous work:
A wide range of projects, many focused on Open Access publishing, for diverse clients, including:
• Public Library of Science (PLoS)
• Berlin-Brandenburgische Akademie der Wissenschaften
• City University London
• UKeiG
• Jisc Collections
• UCL
• SPARC Europe
• Public Health England
• OAPEN, Enabling Open Scholarship (EOS)
• FP7 PASTEUR4OA
• FOSTER projects.
David has also worked with Sero-HE on a range of projects.
Deborah Dalley and Associates Ltd
Deborah Dalley
T: 07949 7730
E: info@deborahdalley.com
www.deborahdalley.com
Areas of expertise:
- leadership and management
- development
- team coaching and team development
- managing change and transition
- effective influencing
- organisational and personal communication.
Services provided:
- individual coaching
- team coaching
- training programmes
- facilitation.
Previous work:
• For the past 15 years I have been a regular contributor on management development programmes at several universities. This includes delivering workshops on:
- handling difficult conversations
- developing effective communication practices
- developing and managing teams
- effective people management
- influencing with integrity
- managing change.
• I have provided coaching support to over 150 managers across 11 Universities in the North West and the Midlands.
• In 2009 I designed and delivered a bespoke management development programme for all managers at the John Rylands Library at Manchester University and am still working with their senior management team.
• The design and delivery of a conference on Communication Skills for Effective Advocacy for the Repositories Support Project at Nottingham University.
• I have contributed to several library conferences and events including CILIP North West events, an ALLIS conference and a NWLIP event.
• Team development workshops for management teams from Teesside University, Salford University, Manchester University, Mimas and others.
• I designed and delivered the training and learning module on the Certificate in Library and Information Practice for NoWAL (North West Academic Libraries Consortium) – this involved running workshops, carrying out individual assessments and giving feedback to staff on their training practice. This module ran seven times over a ten year period.
• In the last two years I have co-tutored programmes of the ILM level 5 and level 7 Certificate in Coaching and Mentoring at Manchester University.
Delta Sigma Consulting Ltd
Pramod Philip FCA FRSA
F: 01454 614480
T: 07968 701612
www.deltasigmaconsulting.com
Areas of expertise:
- ICAEW Chartered Accountants
- PRINCE2 (Project Management) Registered Practitioner
- MSP (Managing Successful Programmes) Registered Practitioner
- Business planning
- Library service costing.
Services provided:
- Project management of mergers and other corporate restructuring.
- Project management of IT transitions.
- Development and delivery of KPI scorecards.
- Supplier financial health checks.
Previous work:
• Jisc Collections, merger of the Mimas business unit of the University of Manchester with Jisc. Procurement of cloud hosting for Mimas.
• Janet(UK), Interim Director of Finance.
• Jisc, development and delivery of the “Financial X-ray” IT service costings.
• HEFCE, programme management of the Leadership Governance and Management Fund. Consultant with the HEFCE Shared Services team.
• UCEA, development of strategic plan
• Equality Challenge Unit, project management of the spin out from Universities UK to become a separate limited company and registered charity.
• Leadership Foundation for Higher Education, project management of the creation of LFHE as a separate limited company and registered charity.
• Universities UK, pilot university service costing and benchmarking project
Dr Lesley Trenner Change Coach
T: 07919 880250
E: lesley.trenner@btinternet.com www.lesleytrenner-changecoach.co.uk
Twitter: @LesleyTrenner
Areas of expertise:
- Executive coaching - personal development professional development, leading through change, communication, presentation and interpersonal skills.
- Career development coaching for library and information professionals reinventing yourself and your role, transferable skills, ‘shameless self-promotion’ for women.
- Ageing workforce, midlife challenges and opportunities.
- Worklife balance, juggling career with a caring role, managing employees who have caring responsibilities.
- Workshop on meeting facilitation – purpose, agendas, focus, outcomes. Focus groups.
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- Plain English, report writing, copywriting, newsletters, blogs.
Services provided:
- executive coaching and mentoring
- career coaching and mentoring
- consultancy on ageing workforce, workshops, presentations
- workshops and presentations on managing change
- editing, copywriting, consultancy on clear communication and stakeholder engagement.
Previous work:
• Executive coach and mentor for clients at all levels at GlaxoSmithKline.
• TFPL Associate coach.
• Associate at managing change consultancy.
• Publication on coaching for LIS professionals in Business Information Review.
• Career coaching for LIS professionals.
• Career coach at Resource charity.
• Doctorate in Information Science.
• Expert panel for Positive Ageing.
• Presentations on ageing workforce to local councils.
• ‘Ask Lesley’ advice column in Whentheygetolder.
• Workshops on managing change to corporate and other audiences.
• Facilitated ‘Awaydays’ for Gloucester LIS following reorganisation.
• Editor ‘The Politics of Usability’ (Springer).
• Publications in LIS journals.
• Published blogs and newsletters.
Evidence Base Research & Evaluation Services
Jo Alcock
Evidence Base
Birmingham City University
Edge Building, 4th Floor
Franchise Street
Birmingham B42 2SU
F: 0121 331 6510
T: 0121 331 6891
E: ebase@bcu.ac.uk
www.ebase.bcu.ac.uk
www.ebasebcu.wordpress.com
www.slideshare.net/evidencebase
Areas of expertise:
Supporting decision making and planning through the effective collection and interpretation of evidence including:
- evaluation of services; projects, policies and programmes
- research methodologies
- impact measurement
- analysis of usage statistics
- user studies.
Services provided:
- Research and evaluation services including: planning, data collection (e.g. surveys, focus groups, interviews, online and document analysis); data analysis and reporting.
- Analysis of e-resource usage.
- Guidance for planning and implementing mobile technologies.
- Advice on utilising social media to enhance your service.
- Stakeholder engagement and community building.
- Capacity building and training.
- Proposal writing.
- Project and programme support.
- Event facilitation (e.g. workshops, training conferences).
- Developing collaborative projects.
Previous work:
Evidence Base has undertaken projects for a wide range of clients. This includes many individual library and information services in HE and other sectors.
Other clients include:
• Jisc
• Jisc Collections
• SCONUL
• HEFCE
• COUNTER
• Macmillan
• Multiple Sclerosis Trust
• Research Information Network
• Learning and Skills Council.
Flow Publishing
Julian Emsley
T: 07747501995
Skype: julianemsley
Viv Ward
Skype: vivien-ward
E: contact@flowpublishing.co.uk
Areas of expertise:
- publishing (books and journals, digital and print)
- editorial management including peer-review process
- production systems and processes
- outsourcing and purchasing of publishing services
- revenue generation.
Services provided:
- We offer expert and practical insight into the complexities of publishing operations.
- There are a range of services from initial consultancy to complete publishing solutions. Our aim is to facilitate critical thinking about the challenges and opportunities available to librarians who are keen to understand, and control, publishing resources and budgets.
- Joint publishing opportunities, including setting up and running publishing.
- Consultancy on resources, processes and strategies for publishing operations.
Previous work:
HEA Open Access journals – set up complete and continuing publishing operation
We have both worked for a number of publishers, on content ranging from Trade books to STM journals including:
• Wiley
• Taylor & Francis
• Continuum
• The Royal Society.
Graham Bulpitt
T: 0795 772 7777
E: g.bulpitt@live.co.uk
Areas of expertise:
- The integration of services to meet the requirements of students and staff; convergence and superconvergence.
- The educational role of libraries (including collaboration with academic staff and integration with learning and teaching).
- The design and use of space in libraries (and academic services).
- The management and development of academic libraries in general, including the review of library and related services (particularly in relation to institutional requirements).
Services provided:
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- Advice on the strategic development of libraries and related services.
- Advice on organisational matters, including convergence and superconvergence.
- Reviews of academic services provision.
- Assistance with planning the use and development of space; the specification of functional requirements for buildings.
- Practical support and advice on staffing and staff development.
- Interim management roles.
Clients have included universities, colleges, public libraries, government departments, the European Commission, consultancy firms and architects based in the UK and other European countries.
Previous work:
• Acting Senate House Librarian, University of London (2014). Interim Director of Library and Student Services, University for the Creative Arts (2013-14).
• Formerly Director of Information Services, Kingston University London (2003 to 2011).
• Developed learning centre model at Sheffield Hallam University (1996).
• Advisor on development of integrated provision at Oldenburg University, Germany (2003); Avans Hogeschool, the Netherlands (2004); Free University of Brussels (2012), Karel de Grote Hogeschool, Antwerp (2013).
• Advisor on learning centre model to French Ministry of Higher Education and Research (2009), Nord- Pas de Calais Regional Council (2009) and CAP TIC (Strasbourg consultants) (2010).
• Advisor on library buildings: University of Indonesia (1998); Tilburg University (2003); Lausanne Institute of Technology (competition entry with Herzog and de Meuron) (2004), University of Tartu, Estonia (2006), Waalse Krook Public Library and Multimedia Centre, Gent (2009), Dublin Public Library (2011).
• Editor of Leadership Foundation research paper on Super-Convergence (2012).
• Regular speaker at conferences, staff workshops and seminars on educational developments and their impact on libraries: Bibliothekartag, Mannheim (2008), Bremen University (2010); ESEN (Grand Ecole) Poitiers,
2011; LIBER, Prague (2012), ENNSIB (Grand Ecole) (2012), University of Lyon 3 (2013), University of Antwerp (2013).
Higher Education Consultancy Group
Allan Schofield
T: 01234 771613
E: as@highered.powernet.co.uk
Areas of expertise:
- general management of HE
- information service reviews and management
- HE governance and information governance.
Services provided:
Consultancy and training.
Previous work:
For more than 25 years the Higher Education Consultancy Group (HECG) has provided training, consultancy, and support services to HE. Clients have included more than 80 HEIs, most of the UK HE agencies and stakeholder groups, and a range of international organisations. The HECG is led by Allan Schofield who is well known in UK HE, and operates by using a core group of senior associates, all with extensive high level practical experience of HE management and governance. In the area of information management previous work has included numerous work for Jisc, The British Library, CURL, UCISA, OCLC, and the University of London Senate House Library.
Information Power Ltd
5 Stirling Acres Road
Kirkudbright DG6 4EY
Helen Henderson
T: 01865 596256
E: helen@informationpower.co.uk
Dr Hazel Woodward
T: 07725 567 200
E: hazel@informationpower.co.uk
Areas of expertise:
Hazel Woodward: Library management; digital libraries; scholarly communication; eContent especially innovation and strategic planning; usage statistics; licensing and negotiation; ebooks; library consortia; library/ publisher relations.
Helen Henderson: Standards especially for identification and usage; strategic planning for publishers and intermediaries; pricing and business models for publishers; analysis of trends and usage.
Services provided:
- forward planning and innovation for publishers and libraries
- business modelling
- industry analysis and trend forecasting
- industry surveys.
Previous work:
• Surveying the use of, and recommending improvements to, ebook usage statistics for COUNTER.
• Surveying and analysing APC (article processing charge) usage and “Total Cost of Ownership” for journals on behalf of Jisc Collections.
• Analysing Jisc’s Digital Media activities and reporting on overlaps.
• Managing the ebooks pilot consortium project for Jisc Collections and carrying out statistical analysis of use.
• Working with subscription agents to specify the next generation products and services for libraries and consumers.
• Working with major STM publishers to develop standard customer databases with standard metadata (which became Ringold’s Identity Database).
• Working on the PIRUS Project to investigate article usage in institutional repositories.
• Working with Rightscom to study business models for ejournal content.
• Working with a major STM publisher to develop innovative business models for consortia purchasing.
Jeremy Atkinson
T: 07743 574233
E: jeremyatkinson@hotmail.co.uk
LinkedIn: uk.linkedin.com/pub/jeremy-atkinson/3/ba5/a67
Areas of expertise:
- strategic and operational reviews of library and information services, projects and organisational structures
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- benchmarking of library and information services
- quality assurance of projects and library and information services
- electronic resources development, procurement and service provision
- development of collaborative library provision
- conference organisation and content.
Services provided:
- consultancy
- research
- report writing.
Previous work:
Jeremy Atkinson has wide-ranging experience and expertise in the leadership, management and development of academic library services. He had overall responsibility for the strategic and operational management of library and information services at the University of Glamorgan from 1991 to 2012. He previously held library posts at the University of Northumbria, Cardiff University and Manchester Metropolitan University.
Jeremy has had a long standing and active involvement in a large number of UK strategic committees and groups, notably those of Jisc (continuous involvement from 1998 – 2012), SCONUL (including three years as a trustee and member of SCONUL Executive Board) and WHELF (Wales Higher Education Libraries Forum). For WHELF he was Chair of the WHELF Development Group and responsible for the HELP (Higher Education Libraries in Partnership) project, which defined the future direction of Welsh academic library collaboration, and for the development of the WHEEL (Welsh Higher Education Electronic Library) initiative, covering e-journal and e-book procurement for the Welsh HE sector.
Jeremy has produced a wide range of publications and conference papers on topics including change management, quality assurance, electronic resources, library collaboration and networked moving images. He has been commissioned to write / edit a book, ‘Quality and the academic library’, including UK and international contributions, to be published by Chandos Publishing in late 2015.
His most recent experience (2012 to date) is as a Library and Information Services Consultant working with a number of high profile clients, including Jisc and individual UK universities. Consultancy clients have included:
• Jisc: Review of the Knowledge Exchange initiative; Review of the Strategic Content Alliance initiative; Review of Repository Network +; Business case for open access repository shared services; Quality assurance for Open Mirror feasibility study and review of Jisc repository services (for Jisc and co-partners RLUK, SCONUL, UCISA and RUGIT)
• Regent’s College / University: Review of Learning Resources
• Coventry University: Library Quality Review
• Fire Service College: Review of Library Services
• SCONUL: Conference workshop on high quality customer services
• University for the Creative Arts: External for Library & Student Services senior staff restructuring
• Jisc and Chandos Publishing: Evaluator for proposals.
Jeremy’s LinkedIn entry provides more detailed information.
Jules Winterton
Director and Librarian
Institute of Advanced Legal Studies
School of Advanced Study
University of London
17 Russell Square
London WC1B 5DR
T: 020 7862 5884
E: jules.winterton@sas.ac.uk
Areas of expertise:
- legal information and law libraries collection
- development and management of legal materials
- services planning – law libraries
- strategic
- development – law libraries
- recruitment and staff development.
Services provided:
- confidential assessment
- informal advice
- formal report
- referral.
Previous work:
• major academic and professional law libraries
• international work.
Ken Chad Consulting Ltd
16 Regency Court
Brentwood CM14 4LU
T: 07788 727 845
E: ken@kenchadconsulting.com
www.kenchadconsulting.com
LinkedIn: linkedin.com/in/kenchad
Twitter: @KenChad
Skype: kenchadconsulting
Areas of expertise:
Ken has worked in the library technology business (including at Board level) for over 20 years. He worked with university, college and national libraries around the world.
He is a member of CILIP, ALA and the Main committee and Research & Innovation sub-committee of UKSG.
Laurie Edmonds has worked in academic libraries, library technology companies and has particular expertise in social media and digital marketing.
Our main areas of expertise are:
- strategy
- innovation
- needs gathering and analysis
- library technology
- research management and research data
- discovery systems
- archives
- ebooks
- procurement
- shared services
- social media strategy, training & analysis.
Services provided:
We have strong, innovative and engaging methodologies and provide a range of consulting services to realise our mission of ‘helping to make libraries more effective through the better and more imaginative use of technology’.
Our services include:
- research
- analysis
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- roadmaps
- recommendations and business cases for change & improvement
- horizon scanning and market analysis.
We deliver workshops and training.
We have partnered with a wide range of other consultants and experts.
There is more information on our website:
www.kenchadconsulting.com/how-we-can-help/
Previous work:
We have worked with many individual HE institutions and also sector bodies (e.g. Jisc, SCONUL & RIN) and businesses. Projects undertaken have included:
• analysis and review of library, archive, repository and research system infrastructure
• advice on new library systems/system replacement
• needs gathering, system specification and help with procurement
• review and analysis of potential solutions
• strategy
• innovation-developing new services and products
• horizon scanning and market analysis.
Ken Chad Consulting set up and hosts two important Library Technology community resources:
• Higher Education Library Technology (HELibTech)
• Open Specifications for Library Systems (LibTechRFP).
See our website for details of specific research and projects: www.kenchadconsulting.com/recent-projects/
Les Watson
T: 07909880985
E: admin@leswatson.net
www.leswatson.net
Areas of expertise:
- library buildings and use
- user views, attitudes and requirements
- space use
- technology deployment, use and suitability
- interior design development and impacts
- libraries role in learning
- service offer-development, integration and response to locality and community
- futures.
Services provided:
- Client services for spaces and buildings – new builds, refurbishment projects, concept development and pre-planning, project advisory services, liaison with architects, designers and other building professionals, ITT development and overall project planning.
- Library reviews – space organisation and use, service reviews, strategy assessment and development, user technology selection implementation and strategy, operations, user expectations surveys.
- Links with other services e.g. Student services.
- Interim Management Roles.
Previous work:
• 2006 Project champion for Saltire Centre, Glasgow Caledonian University
• 2007 Invited keynote speaker at Places and Spaces for Learning seminars for Australian Universities
• 2008 Interim Director of Information Services, Royal Holloway University of London led the refurbishment of Bedford Library
• 2008-2010 Expert consultant on Technology Enhanced Learning Environments at Jisc
• 2009 Consultancy project to inform library development at the University of Teesside
• 2010 Invited international speaker at Universities Australia Vice- Chancellor's conference – Canberra Australia
• 2011 consultancy for York St John University refurbishment project of Fountains Learning Centre
• 2012 Keynote address to Bibliothekartag conference on Library Space Development – Hamburg Germany
• 2013 published Better Library and Learning Space – Projects, Trends and Ideas (FACET pub.)
• 2014 Library guru consultancy at University of Salford to advise on library consolidation and development
• 2010 to present – Visiting Professor at University of Lincoln on Learning Environment Development.
Lisa Jeskins Training
T: 0161 491 1669
T: 07870773317
E: lisa@lisajeskinstraining.com
http://lisajeskinstraining.com/
Areas of expertise:
- social media
- presentation skills
- train the trainer
- customer service
- enquiry/reference desk skills
- information literacy
- facilitation for communications, marketing and team building.
Services provided:
I provide high quality, and engaging training and facilitated workshops. My training is tailored to the needs and requirements of your staff so that it is relevant and effective. I am a chartered librarian with over 15 years’ experience working in libraries. This means that I understand the challenges information professionals face.
I can provide training on:
- presentation skills
- train the trainer
- reference desk skills
- customer service skills
- introduction toTwitter
- introduction to blogging
- introduction to social media
- enhancing customer experience using social media
- facilitated workshops on
- team building
- communications
- marketing.
I can help to review your information literacy practice and make suggestions for new practice.
Previous work:
• The British Library
• University of Manchester (Library, IT Services)
• University of Leeds Library
• University of Nottingham Libraries, Research and Learning Resources
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• Lancaster University (Staff Development Unit)
• Liverpool John Moores University Library
• Manchester Metropolitan University Library
• ASLIB
• NHS Libraries in the North West, North East, Yorks and Humber, Kent, Surrey and Sussex
• Lancashire Academic Libraries Network
• Edge Hill University
• York St John Library
• RNIB (Library)
• Credo
• Cardiff
• Metropolitan University Library.
LISU
Loughborough University
Claire Creaser
Director, LISU
Loughborough University
Loughborough LE11 3TU
T: 01509 635680
E: lisu@lboro.ac .uk
www.lboro.ac.uk/microsites/infosci/lisu/index.html
Areas of expertise:
We employ a dedicated team of researchers and statisticians who are experienced in both qualitative and quantitative research methods, including interviews, focus groups, workshops, statistical analysis, and bibliometric analysis. We have a particular interest in library performance and management statistics, including the SCONUL statistical return; survey design and analysis, including user surveys; and service evaluation.
Services provided:
LISU operates an independent consultancy service to all types of library and information service, covering:
- All aspects of survey design, processing and analysis. We provide a tailor-made service, ranging from the complete package of survey design to final report, to analysis of data already collected.
- Tailored seminars and workshops, both on general statistical methods for libraries, and more specifically on the SCONUL statistics and their use for management and benchmarking.
- Development, interpretation and presentation of management statistics.
- Statistical benchmarking for academic libraries.
- Performance evaluation and improvement.
- Evidence based management support for quantitative and qualitative methods/approaches.
- Bibliometric analysis.
Previous work:
LISU has worked with a large number of individual academic libraries in the areas of statistical benchmarking, service evaluation, survey analysis and training for library staff. Other clients include:
• SCONUL
• UCISA
• Jisc
• RIN
• MLA
• CyMAL
• RNIB
• NERC
• and a number of individual public library authorities.
Recent project examples include:
• A scoping study followed by the development of a set of performance standards for the public library sector in Wales.
• An investigation into the use and value of the Balanced Scorecard in an international sample of libraries.
• A project to establish the extent to which changes in usage statistics for electronic resources may be attributed to the introduction of resource discovery tools.
• An investigation of the role of publicly available repositories in scholarly communication, with a special focus on researchers' perceptions of, and their attitudes towards using, repositories.
• An investigation of the value of academic libraries for teaching and research staff, to provide the academic library community with a greater understanding of their connections with academic departments, and to identify ways to improve those connections through the identification of good practice.
• An investigation into the status of health librarianship and libraries in Ireland including a review of
international best practice, interviews with key stakeholders, and a survey and focus group of health librarians in Ireland.
• An investigation of options for measuring the performance of digital library resources at a national library, involving a review of current assessment practices and the development of new tools to evaluate the performance of the digital library.
• Support for a stakeholder consultation project – two questionnaires were designed, for online and telephone administration, and the resulting data analysed and synthesised to inform the wider project.
Max Hammond
T: +49 173 5782440
E: max@mh-strategy.eu
Areas of expertise:
Max is an experienced consultant who has undertaken work spanning detailed technology and business process reviews, audience analysis and market research, service evaluations, through to strategic reviews of major national services and the development of long-term strategy. Max has an excellent understanding of academic libraries, the library community, and in particular the strategic implications of current and emerging technologies:
- HE and research libraries
- national strategy and guidance
- shared/above-campus services
- technology strategy
- skills and staffing structures
- cloud computing
- data-centric infrastructures
- digitisation and digital curation
- digital heritage
- authentication/authorisation infrastructures
- information assurance.
Services provided:
- audience/user analysis
- business analysis
- business case development
- business model design
- business process modelling and improvement
- evaluation and impact assessment
- facilitation
- market research
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- project, programme and portfolio design and management
- requirements capture
- scenario planning
- strategic review.
Previous work:
Max has successfully conducted a very wide range of projects for the education and research sectors, with a particular focus on libraries. A selection of examples includes:
• The strategic review of UKRR (2012) evaluated the progress that this nationally-important shared service has made, identified challenges and potential future models and developed a change plan which has been accepted by the Board.
• The review of all services provided by Jisc (2012) was part of the continuing work to implement the recent Wilson Review of Jisc. The report considered overall management of portfolios and services, and alignment with customer requirements.
• A review of the Jisc datacentres EDINA and Mimas (2011) considered their role and their relationship with their sponsors through a series of organisation and governance models.
• The Libraries of the Future project (2011) used horizon scanning and futures techniques to create scenarios to support the development of long-term strategic plans for academic and research libraries.
• Author of a Jisc Observatory TechWatch paper (2012) on data-driven infrastructure, including technical overviews of Linked Data, APIs, and NoSQL database systems – but focusing on the business impact of the design paradigm.
• Joint author of an Audience Analysis Toolkit (2008), bringing together key market research and service planning techniques to meet the needs of a diverse set of stakeholders within the UK public sector, including education, health, broadcasters, health, and libraries.
• Developing content and providing mentoring for a project to develop a course and associated training materials to teach the skills required to manage digital content creation projects (2012).
• Supported a study of a shared services approach for a Library Management System for academic
libraries (2009). Working with SCONUL member libraries, publishers and suppliers to design, justify and plan a shared service that could potentially be scaled up across the UK. Max’s contribution included requirements capture, designing the proposed service and the assessment of benefits, costs and risks for the plan and associated policy developments.
• Conducted a project to investigate the legal implications of re-using library catalogue records in a web environment (2009). This project produced practical information to UK university libraries to facilitate their decision-making.
Mick Fortune
8 Sidney Street
Oxford OX4 3AG
T: 07786 625544
E: mick@mickfortune.com
Areas of expertise:
Computer systems especially LMS, RFID.
Services provided:
Business case development, design, specification and evaluation.
Previous work:
- Irish national LMS purchase
- SEDAR evaluation for SLIC
- numerous RFID procurements
- UK and overseas
- EU expert on RFID for ISO, BSI and IFLA.
Michelle Maden
Clinical Information Specialist, MA Hons, MA, PGCert HE Teaching & Learning Support
T: 0151 924 0428
E: michelle_jenkins@hotmail.com
LinkedIn: linkedin.com/in/michellemaden
Areas of expertise:
Delivering workshops and seminars to librarians and health/medical students in the following research methods:
- systematic reviews
- critical appraisal
- research methodology (with a focus on health/medical, LIS fields)
- literature searching
- undertaking comprehensive literature searches to support all aspects of evidence-based practice, publications, research proposals and guideline production.
Services provided:
- Comprehensive literature searching, data extraction and quality assessment for systematic reviews. Transparency of the process is explicitly outlined with detailed presentation of the methodology involved.
- Consultancy and training provided for all aspects of systematic reviewing (literature searching, data extraction, quality assessment, synthesis, structure and presentation of final review). An interactive, practical approach is offered to introduce trainees to systematic reviewing.
- Training delivered as a standalone in literature searching (beginners, intermediates, advanced), critical appraisal, study designs, reference management, systematic reviewing.
- Quantitative and qualitative data analysis.
Previous work:
• Associate Tutor in Systematic Reviews involving the supervision of MA level systematic review students, lecturer on systematic reviews, research methods and critical appraisal modules for Master’s levels programmes.
• Module lead for systematic reviews on a 10 week MA level programme with responsibility for curriculum content and delivery via a synchronous learning environment (Wimba).
• Lecturer on a MA Library and Information Management course with responsibility for the Research Methods module.
• Research Assistant for a Systematic Review looking at the effectiveness of treatments for cocaine dependence (£20k grant awarded).
• Trainer for the North West Library and Information Health Network Northwest (LiHNN) in critical appraisal, literature searching and systematic reviews.
• Supporting and delivering a proactive and reactive clinical information service across two NHS trusts.
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• Information Officer and Research Assistant for BestBETs undertaking literature searching for shortcut evidence-based reviews published in the medical literature.
• Published author and co-author of systematic reviews in the LIS and health fields.
• LIS Researcher and Practitioner Excellence Award 2012 for work undertaken on a systematic review examining the effectiveness and impact of Clinical Librarian Services.
Ned Potter
E: nedpotter@ymail.com
www.ned-potter.com/training
Twitter: @ned_potter
Areas of expertise:
Communication, specifically in the areas of marketing, presentation skills, social media, and emerging technologies.
Services provided:
Full-day interactive workshops, tailored for the specific organisation.
The content is not based on future trends but on what is happening NOW. The feedback reflects that delegates leave with plenty of ideas they can apply straight away to improve their organisations’ (or their own) communication and marketing.
Examples of training offered include:
- Making Your Message Stick: a presentation skills workshop covering both PowerPoint and Prezi.
- The Digital Marketing Toolkit: covering new technologies, publishing online, marketing with video and more.
- An Introduction to Twitter and Blogging, aimed at organisations taking their first steps with these platforms.
- Social Media Improvers, for those already using social media who want to build their network, develop a more engaged audience, and measure and track impact.
- Pure Marketing, on tuning out the white noise and effectively promoting the library to relevant parties.
Workshops are always adapted to suit the audience, and the above can be broken down into half-day sessions and mixed and matched depending on need.
Previous work:
• Regular Trainer for the British Library and UKeIG (the UK electronic Information Group).
• In-house training for various organisations including the Bodleian, the Open University, and University of the Arts, and the Army.
• Workshops for various groups including the Academic and Research Libraries Group, School Libraries Group, Health Libraries North, the International Library and Information Group, and abroad for the Library and Information Association of South Africa, the Latvian Ministry of Culture, and upcoming workshops for Public Libraries Australia.
Nomad RDC Ltd
Valerie Clugston
Creative Director
T: 0141 424 1111
E: val@nomad-rdc.com
E: Info@nomad-rdc.com
Areas of expertise:
- Specialists in people centred / co-design processes incorporating field research, creative consultation and social media communications.
- Specialists in strategic design of library learning and healing spaces.
- Specialists in the creation of identities for places and spaces including way-finding strategy.
Services provided:
- field and bench research
- people centred consultation & co-design
- service design
- interior design
- environmental graphics
- navigation & way finding strategy
- sign design.
Previous work:
• The Saltire Centre – Glasgow Caledonian University
• University of Bath – Collaborative Learning Space
• Dublin City University – Technology Rich Learning Café
• University of Bradford – Atrium Project and Student Services Hub
• Learn Direct Scotland – ‘Designing Learning Spaces’ & ‘SME’s & Learning spaces’
• University of Glasgow – The Fraser Building
• University of Bristol – Medical Library/Arts & Social Sciences Library
• Royal Holloway University of London – TLC@Bedford Library
• Transformation, a 21st Century University – Glasgow Caledonian University
• University of East Anglia – ‘Love @ UEA – Rethinking Library Spaces’
• University of Bristol – The Design Guide
• University of Bristol – The Chemistry Building
• Regents College London – Tate Library
• University of Bristol – ‘Libris’ International Design Competition in partnership with Wilkinson Eyre Architects
• Glasgow Caledonian University – Campus Master planning in partnership with Page/Park Architects
• University of Bristol – ‘ASSL Design Project’
• Archie Foundation – Aboyne Hospital
• Archie Foundation – Fraserburgh Hospital
• Apollo Capital Projects – Rutland Surgery
• Middlesex University – Inside Out: Rethinking Learning Resources
• City of Glasgow College – Library Refurbishment
• University of Stirling – Atrium Master planning in partnership with Page/Park Architects
• Heriot Watt University – Gateway & Heart Project – Design Manifesto
• Kings College London – Quadrangle Creative Consultation Project
• Glasgow Caledonian University – Heart of Campus Project
• University of Bristol – Spaces to Grow Project
• University of Liverpool – Guild of Students Project
• Stobhill Hospital – Exemplar Dementia Wards 45 & 46
• Kings College London – Somerset House East Wing Learning Centre.
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Owen Stephens Consulting
52 Queensway
Leamington Spa
Warwickshire CV31 3JZ
T: 0121 288 6936
E: owen@ostephens.com
www.ostephens.com
Skype: owen.stephens
Areas of expertise:
- Using IT effectively in libraries.
- Helping libraries design and implement efficient workflows and processes.
- Procuring, implementing and exploiting library systems.
- Integrating library resources and services into learning environments.
Services provided:
- review of staffing structures, processes and systems
- stakeholder analysis and requirements gathering for a process or system
- it system analysis, assessment, procurement and/or implementation
- facilitation of strategic planning
- project management
- software development, documentation and maintenance
- staff training in the area of technology and digital humanities.
Previous work:
Owen Stephens Consulting has undertaken a wide range of projects for libraries, library consortia and national bodies.
Clients include:
• RLUK
• SCONUL
• Jisc Collections
• White Rose Consortium
• and a number of UK HE institutions.
We also have a good track record of collaborating with other consultants and organisations to deliver projects. Before forming the consultancy, Owen Stephens worked on the management team of the library services of two leading UK universities and during that time was responsible for a number of innovative projects at both institutional and national levels.
Recent work undertaken by Owen Stephens Consulting includes:
• Project management technical expertise for a variety of Jisc funded projects in the area of libraries, archives, and open access repositories.
• Workshop facilitation on a range of library related topics.
• Review and documentation of software and related services.
• Analysis of staff requirements to support the use of technology in libraries.
• Software development for the integration of library resources into learning environments.
• Data modelling and system design for electronic resource management.
Paul Wheatley
Consulting Ltd
T: 07753803518
E: paulrobertwheatley@gmail.com
http://bit.ly/paulrobertwheatley
http://openpreservation.org/knowledge/blogs/author/paul/
Twitter: @prwheatley
Areas of expertise:
- digital preservation
- information management
- software development.
Services provided:
- Digital preservation strategy and policy development and review
- preservation planning, file format assessment and related work
- research and development
- software development
- bid writing
- training, collaborative events, hackathons, mashups.
Previous work:
Unrivalled 14 years of experience in the digital preservation field, including:
• Strong track record winning external funding for digital preservation projects.
• Comprehensive experience in delivering Jisc and EU-funded project work, from Cedars and Camileon to the Planets and Scape Projects.
• Seven years of experience leading digital preservation at the British Library.
• Unique experience working with 100+ practitioners from libraries, archives, galleries, museums and commercial entities to solve their practical digital preservation challenges as part of the Digital Preservation Award nominated Spruce Project.
• Consultancy services provided to: The British Library, the Open Preservation Foundation, the University of Northern Illinois University and Harvard University.
Professor David Baker PhD
Riga Rose
Scout Close
Mytholmroyd
Near Hebden Bridge
Yorkshire HX7 5JU
T: 01422 884655
T: 01422 886631
M: 07768 743580
E: d.baker152@btinternet.com
E: david.baker@sero.co.uk
Skype: davidmbaker1952
Area of expertise:
- strategic management
- strategic technology management
- financial management and resource
- allocation
- change management
- training and development project management.
-
Services provided:
- consultancy
- training and development
- report writing
- bid writing.
Previous work:
David Baker has over 30 years’ experience in HE, including as Pro-Vice-Chancellor at the University of East Anglia and Principal and Chief Executive of the University of St Mark and St John, Plymouth. He holds a Chair in Strategic Information Management from the University. David led the University through the process of gaining its own taught degree awarding powers (TDAP). He has also worked extensively with Jisc, including as Deputy Chair for four years. He chaired the Transition Board that turned Jisc from a public to a private sector organisation. He was also Chair of GuildHE and Chair of Universities South
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West when Principal at the University of St Mark and St John.
David has written widely in the field of library and information science (LIS) with 17 monographs and over 100 articles and book chapters to his credit. He has spoken at numerous conferences, led workshops and seminars and has undertaken consultancy work in most countries in the European Union, along with work in Ethiopia, Kuwait, Nigeria, South Africa and the Sudan.
He has led a number of large technology-based projects in the LIS sector, both in relation to digital and hybrid library development and content creation for teaching and learning. His other key professional interest and expertise has been in the field of human resources, where he has been active in major national projects. He has also advised a number of colleges on gaining TDAP.
David has been a senior manager in UK HE for many years with national-level experience at CEO level. He also has significant experience as a consultant in the field.
Sample Recent Consultancies
• The British Council – Middle East Office – feasibility study for provision of distance learning to Syrian refugees in Palestine and Lebanon.
• Leeds College of Music – management and development of online learning.
• The Association of Commonwealth Universities – benchmarking of library and information provision.
• St Mary’s University Twickenham – Information Strategy Management and Development.
• University of South Wales – ICT management.
• Nottingham University – Strategic Review of Library and Information Services.
• Organisational Development Projects leading to Taught Degree Awarding Powers for:
1. Regents’ University London
2. British School of Osteopathy
3. Anglo-European College of Chiropractic
4. Bradford College.
Research Information Network
20-24 Tavistock Square
London WC1H 9HF
T: 020 3397 3649
E: michael.jubb@researchinfonet.org
www.researchinfonet.org
Areas of expertise:
- library support for research
- library strategy, including value studies
- collection development and procurement
- scholarly communications and open access
- research data
- social media
- information literacy.
Services provided:
We provide a range of research and consultancy services including:
- user and usage studies and data analysis
- reviews of structures, services, processes and systems
- policy and options analysis and appraisal
- support for strategic planning
- project planning and management
- facilitate and co-ordinate multi-agency initiatives
- report writing.
Previous work:
The RIN has been responsible for over 30 major reports since 2005 covering areas including researchers’ use of libraries and their services; the usage and value of e-journals; case studies of the information behaviours and attitudes of researchers in a range of disciplines in the life sciences, physical sciences, and humanities; the development and use of discovery services; researchers’ data management behaviours, and the use and value of data centres; costs and income flows in the scholarly communications process (including library costs); and the provision and take-up of training in information skills. We have also undertaken studies of the value of libraries, and a study of the impact of the Scottish Higher Education Digital Library (SHEDL) initiative. Michael Jubb chaired the group which oversaw the Libraries of the Future project (2009-11), and also chaired the Library and Information Research Coalition (2009-12).
Recent and current work includes:
• Providing the secretariat for the Finch Committee.
• RLUK’s programme on Redefining the Research Library Model.
• LIBER project on performance indicators for libraries.
• Planning and costing for the first phase of the British Library’s programme of work in partnership with the Qatar Foundation.
• Study of options for the procurement of journals for the HE and Health sectors in Scotland.
• Improving the efficiency and effectiveness of process for the payment of APCs for open access publications.
• The development of a sustainable open access publication model for academic books in the humanities and social sciences (the OAPEN UK project).
• Support for the Library Impact Data project on correlations between library usage and student attainment.
• Leading a collaborative programme to promote information literacy knowledge and skills for academic researchers.
Sarah Durrant
Coaching & Training
T: 01394 615714
M: 07715 121910
Areas of expertise:
- Leadership learning and development workshops.
- Professional coaching and mentoring for leadership development.
- Specialist skills in the area of licensing & negotiation for librarians.
Services provided:
- affordable leadership workshops including (examples):
(i) Forever Changes (cultivating resilience in times of change, challenge – and opportunity)
(ii) Enable, Empower, Inspire (coaching skills for C21st leaders)
(iii) Make Yourself Heard (confident public speaking)
(iv) Lead From Within (skills, tools and knowledge to build confidence in leaders)
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(v) Overcoming Fear of Failure (fostering creativity, learning and innovation in the workplace).
- 1:1 Leadership coaching
- specialist training in licensing and negotiations skills for librarians.
Previous work:
• 25+ years in various areas of research information.
• I have worked extensively with publishers, libraries, consortia and academics as well as subscription agents, intermediaries and technology service providers.
• I also have experience of information for development programmes having worked for INASP for five years (and beyond as a consultant).
• I currently run my own consultancy in the research information sector (est. 2007) and a successful life and leadership coaching business.
SD Information Services
Shaida Dorabjee
1 Garden Farm Cottages
Waterhouse Lane
Kingswood
Surrey KT20 5DU
T: 01737 350767
E: sdorabjee@sdis.co.uk
www.sdis.co.uk
LinkedIn: linkedin.com/in/shaidadorabjee
Areas of expertise:
- over 30 years’ experience in library and information work in the private and public sector
- management of libraries and library staff
- service reviews
- knowledge of resources in medical/scientific fields
- consultancy and advice
- interview, focus groups, survey techniques
- training and facilitation
- marketing activities relating to libraries
- addressing culture change
- working worldwide with multinationals, as well as with developing countries.
Services provided:
- Reviewing of library and information services.
- Ascertaining strategic organisational goals.
- Conducting user and stakeholder interviews.
- Providing strategy and planning for library services.
- Addressing changing culture and work practices amongst library staff, students and other users.
- Trouble-shooting specific managerial and operational issues.
- Marketing a service internally and externally to a diverse range of stakeholders.
- Presenting and holding workshops at conferences.
- Training in auditing a service, managing staff, marketing/promotion and cultural change.
- Working with clients on strategies and business plans to develop a service which reflects business needs.
Previous work:
• Review of library and information service in a multinational organisation and developing a new enquiry service.
• Mentoring a new manager in developing and providing a proactive library service. Training academic librarians in marketing and promoting their services. Facilitating a strategy review in an academic organisation.
Sero Consulting Ltd (including Sero HE)
David Kay
T: 0114 221 6006
M: 07795 494 540
E: David.kay@sero.co.uk
www.sero.co.uk
Areas of expertise:
Sero consultants have established track records in working with academic and national library services and in scholarly communications, covering:
- business process design
- shared services
- change management
- library systems
- e-resource management
- resource discovery
- metadata profiles and linked data
- CRM and service desk
- library and learning analytics
- open access publishing
- repositories
- research data management
- digital library services
- learning management systems.
Services provided:
Sero employs 12 staff and works with an expert team of Associates (www.serohe.co.uk) to meet the needs of libraries and IT services including:
- strategic planning
- service evaluation
- systems review
- audit of systems and processes
- requirements and use case capture
- data modelling
- event facilitation
- staff and student focus groups
- online user surveys
- market research
- project management.
Previous work:
Since 2010 Sero has undertaken assignments for academic libraries and consortia in the UK, Europe and the US.
Clients have included:
• Gloucestershire (Team Away Days, Workflow design)
• HEIDS, Scotland (Shared services road map)
• Huddersfield (CRM systems evaluation)
• Leicester (LMS review)
• Manchester (Digital library strategy)
• M25 (e-Books strategies)
• Nottingham (Research data)
• OU (LMS and VLE reviews)
• The British Library (Service options)
• White Rose (Repository service review)
• Westminster (Project management)
• Wellcome (Service options)
• Wolverhampton (LMS review).
In addition Sero has led and partnered with universities in a range of UK, European and US projects in library and online learning.

 davido.extraxim@gmail.com