27 & 28 november



Click on the session to see further details!

Monday 27 November 2023

Session TitleLearning outcomesSpeaker
Mon 10.00 to 11.00 Exhibition, networking & refreshments
Sessions 11.00 to 12.00
Welcome from Martine Martine Croxall – Conference Host
Welcome from James James de le Vingne – EOA CEO
Welcome from Emily Emily Alston,  Baxendale Employee Ownership
Keynote Speaker Joe Garner, Former CEO of Nationwide
Monday 12.00 to 1.00 Lunch & networking
Monday sessions from 13.00 to 14.15
How to become employee ownedKey milestones and technical considerations in becoming EO for the vendor and the business. Financing the sale Managing vendor wealthSimon Everingham & Cristín Craig, Baxendale Employee Ownership
Your employee owned Governance StrategyDemystifying what Governance is. Sense check on the relationship between the Main Board and the Trust Board Active Ownership

Jeremy Gadd, J Gadd Associates

Lucy Gara, LUC

Your employee owned Communications and Engagement StrategyCommunicating what employee ownership is, and equally what it isn’t. Refreshing and evolving your strategy. Capturing Employee Voice & Measuring Employee Engagement What’s the latest tech to engage employees?Harry Pocknell, Salad Creative, Steve Jones, Skills for Business
Navigating your leadership succession: From Founder through Successor and beyondUnderstanding the responsibilities of the Founder, the Successor(s), and employee-owners

Alex Bloom, Telos Partners

Adam Campbell, Telos Partners

Being financial free – what to do with all that moneyWhat are the implications of being debt free and considerations in planning for the futureDavid Medler, Plandescil Ltd
Leveraging being EO through the challenging timesHow being EO kept the business going. Creating the culture of EO Employees and catching the ball when it dropsTim Newton, Zircom

Emma Russell, Alfa Leisureplex Group Limited

Sean Keely, Alfa Leisureplex Group Limited
What is the future of work?The four-day working week. Flexible working & a work/life balance The role of Artificial Intelligence

Nicola Millard, BT

Andy Findlater, Esteem

Graeme Clarke, Mott MacDonald

Monday sessions from 15.00 to 16.00
Investment capital for growth as an employee owned businessHow an employee owned business attracted investment for the growth of the businessWill Bloomer, Howden Group
How we became employee ownedHear the nuts & bolts from exploring and transitioning Lessons learnt and best practice advice

Simon Everingham, Baxendale

Simon Morton, Eyeful Presentations

Being an effective Employee Trustee/ DirectorMaking the most of the role Managing relationships What’s next; your own personal development

Katie Scott, Interaction Learning and Development Limited

James Grassick-Storrie, John Lewis Partnership

Louise Stevenson, Bright Ascension

More than just a profit share; how being EO delivers for employeesCommunicating EO without focusing on just the financial benefits How being employee owned unlocks employee potential

David Alterman,The Nursery

Roxy Hill, East Coast Community Healthcare CIC

Todor Ilinov, Horizon platforms

The Westcotec story; being employee owned, four years in.Leading through organisational change How to deal with challenges How being an ex-Copper helpedChris Spink, Westcotec
Unlocking EO leadership behavioursLeaders across the business adopting a Growth Mindset. Taking ownership of being EOCoralie Hooper, Telos Partners

Emma Thomas,  Aber Instruments

Andy Webb, Turnaround Publishing Ltd

How to make the most of your Independent TrusteeHow an Independent Trustee supports the success of the business What the business wants from an Independent Trustee Dealing with challenges

Sue Lawrence, Independent Directors & Trustees Limited

John Daniel,West and Senior Ltd

Neil McLaughlin, Purcell UK

 Monday sessions from 16.15 to 17.00
Reflections on the move to employee ownershipReflections of Founders/former Owners

Barry Horner, Paradigm Norton Financial Planning Ltd

Employee Representative networkingNetwork with peers Share experiences; the do’s & the don’ts.

Sam Moles, Stephens Scown LLP

Dave Robbins, Stephens Scown LLP

Jackie Cotton, Galaxy Insulation

Independent TrusteeUnique opportunity to network with others. Sharing experiences

Sue Lawrence, Independent Directors & Trustees Limited

Jane Mitchell, JL&M Ltd

Finance and HR networkingNetwork with peers. Share experiences

Emma Russell, Alfa Leisureplex Group Limited

Sean Keely, Alfa Leisureplex Group Limited

EO businesses working with one another 

Katie Scott, Interaction Learning and Development Limited

Lisa Ballam, Torchbox

Monday 18.20  – Drinks Reception & Celebration Dinner including presentation of the UK Employee Ownership Awards 2023

Tuesday 28 November 2023

Session TitleLearning outcomesSpeaker
Tuesday 9.00 to 10.00 Exhibition, networking & refreshments
Welcome and reflections on Day 1 Martine Croxall – Host
Keynote PanelHow can British business do better for people, planet and the economy?Chris Turner B-Lab UK
Katherine Chapman, Director of the Living Wage Foundation
Alex Veitch, British Chambers of Commerce
Pat Brennan, CleanTEC Services
Tuesday sessions from 11.30 to 12.30
The early years of being employee ownedHear what Horizonscan did next after paperwork was signed  Telling the team and wider world Setting up the Trust Board

Emily Alston, Baxendale

Patricia Heathfield, Horizonscan

The Go Ape story; being employee owned 2 years inSetting up the Trust Board and Employee Council Getting the employees interested and involved in Governance

Ben Davies, Go Ape

Helen Morton

Representing the voice of employee ownersDo we need an employee representative body? The role of an Employee Council Capturing and acting on employee voice

Julia Brooke, Spectrum CIC

Lorna Martin, Postlethwaite Solicitors Limited

Driving the employee owned culture and valuesLiving your company values Developing your values through employee ownership

Michael Lawrence, Target Components

Charlotte Tickle, Riverford

The importance of diversity and inclusion in businessLearn how to effectively engage and inspire senior leaders
Plan how to evolve your organisation’s commitment to diversity and inclusion
Understand the unique value of diversity and inclusion
Turley will support the above with their firsthand experience
Toby Mildon, Mildon Ltd
Chrysa Poppitt, Turley
How you make people happy at work?

Understand how trust & patience are the fundamental, non-negotiable aspects if you want a happy work environment

Learn practical examples of how Clarasys embeds this at every opportunity

Have the opportunity to discuss and learn from others

Steven Writer-Maguire – Clarasys

Sophie Andrews – Clarasys

SMEs taking action on sustainability and contributing to positive environmental changeWhat should SMEs be doing Practical tips on how to be sustainable

Marc Mcloughlin, Greenarc Vehicles Limited

Ian O’Donnell, Federation of Small Businesses (FSB)

Fiona Lomas-Holt

Tuesday 12.00 to 13.00 Lunch & networking
Tuesday sessions from 13.30 to 14.30
Options for accessing finance, for transition or growthAwareness of the options available What do lenders and investors want to know

Oliver Wilson, Shawbrook bank

Mike Dimmell, Thincats

Gaynor Dykes, British Business Bank

Keeping your Governance alive & kickingWhy Governance is so important How to refresh & evolve your Governance Assessing the effectiveness Understanding the Trust ArticlesEwan Hall, Baxendale
Making the Founder redundantFounder behaviours in letting go Next generation leaders behaviours in stepping upSandy Lindsay, Tangerine Comms
Financially rewarding the teamExploring the options available Could a share scheme work for us Ways of paying a profit share via the EOT

Sarah Anderson, RM2

Matt Lee, Aber Instruments

Chris Hines, PIP Electrics

Using being employee owned for a competitive advantageFor recruitment For business development For demonstrating social impact

Rose Marshall, ING Media

Jessica Comolly-Jones, Rubicon People

State of the Nation: An outlook on the UK EconomyUpdate on macroeconomic trends Future thinkingJake Finney, PwC
What works for a business like ours?How the Knowledge Programme can inform good EO practiceCampbell McDonald, Ownership at Work
Tuesday sessions from 15.00 to 15.45
KeynoteEveryone’s accountable in our business – “don’t walk by”
Hear from the team at Pennine Healthcare, an SME manufacturer in Derby, about how they turned the business around since becoming employee owned in February 2021.
Graham Cameron and team members, Pennine Healthcare
Tuesday 15.45 to 16.00 – Close & Thank You


Get in touch

If you have any queries about the EOA Annual Conference 2023 please email us or call +44 (0) 1482 667122


Mercury (Ground Floor East),
Building 131,
Humber Enterprise Park,
Aviation Way,
East Riding of Yorkshire,
HU15 1YJ
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