AGENDA
REGISTRATION OPEN AT 10AM ON 27 NOVEMBER AND CLOSES AT 4PM ON 28 NOVEMBER
Click on the session to see further details!
Monday 27 November 2023
| Session Title | Learning outcomes | Speaker |
|---|---|---|
| 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 owned | Key milestones and technical considerations in becoming EO for the vendor and the business. Financing the sale Managing vendor wealth | Simon Everingham & Cristín Craig, Baxendale Employee Ownership |
| Your employee owned Governance Strategy | Demystifying 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 Strategy | Communicating 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 beyond | Understanding 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 money | What are the implications of being debt free and considerations in planning for the future | David Medler, Plandescil Ltd |
| Leveraging being EO through the challenging times | How being EO kept the business going. Creating the culture of EO Employees and catching the ball when it drops | Tim 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 business | How an employee owned business attracted investment for the growth of the business | Will Bloomer, Howden Group |
| How we became employee owned | Hear 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/ Director | Making 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 employees | Communicating 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 helped | Chris Spink, Westcotec |
| Unlocking EO leadership behaviours | Leaders across the business adopting a Growth Mindset. Taking ownership of being EO | Coralie Hooper, Telos Partners Emma Thomas, Aber Instruments Andy Webb, Turnaround Publishing Ltd |
| How to make the most of your Independent Trustee | How 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 ownership | Reflections of Founders/former Owners | Barry Horner, Paradigm Norton Financial Planning Ltd |
| Employee Representative networking | Network 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 Trustee | Unique opportunity to network with others. Sharing experiences | Sue Lawrence, Independent Directors & Trustees Limited Jane Mitchell, JL&M Ltd |
| Finance and HR networking | Network 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 Title | Learning outcomes | Speaker |
|---|---|---|
| Tuesday 9.00 to 10.00 Exhibition, networking & refreshments | ||
| Welcome and reflections on Day 1 | Martine Croxall – Host | |
| Keynote Panel | How 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 owned | Hear 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 in | Setting 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 owners | Do 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 values | Living your company values Developing your values through employee ownership | Michael Lawrence, Target Components Charlotte Tickle, Riverford |
| The importance of diversity and inclusion in business | Learn 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 change | What 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 growth | Awareness 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 & kicking | Why Governance is so important How to refresh & evolve your Governance Assessing the effectiveness Understanding the Trust Articles | Ewan Hall, Baxendale |
| Making the Founder redundant | Founder behaviours in letting go Next generation leaders behaviours in stepping up | Sandy Lindsay, Tangerine Comms |
| Financially rewarding the team | Exploring 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 advantage | For 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 Economy | Update on macroeconomic trends Future thinking | Jake Finney, PwC |
| What works for a business like ours? | How the Knowledge Programme can inform good EO practice | Campbell McDonald, Ownership at Work |
| Tuesday sessions from 15.00 to 15.45 | ||
| Keynote | Everyone’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 | ||
A LOOK BACK AT LAST YEARS EVENT
