Please note that all speakers, content and timings are subject to change
13.30 – 14.30 Concurrent workshops 1A-1E – Choose one special interest concurrent session
WORKSHOP 1A Embedding Corporate Performance Management into your Medium Term Financial Planning
Sponsored by: Unit 4
Speakers: Phil Beaumont, Unit 4
Alison Scott, Assistant Director, Policy and Technical, CIPFA
CIPFA recently published the paper “Looking Forward – Medium-term financial strategies in the UK public sector.” This paper identifies that financial planning is one element of effective public financial management along with budget preparation, performance management and stakeholder reporting.
The session will demonstrate the benefits for public organizations of using performance management tools to support medium term financial planning, including:
- The integration of strategic planning, risk management and budgeting
- The benefits of integrated reporting on financial information and other data sources
Examples from the areas such as Social Services and Education will be used to illustrate the challenges and the potential benefits.
WORKSHOP 1C Commercialism – a risky business?
Sponsored by: Zurich Municipal
Chair: Andrew Burns, Director of Finance and Resources, Staffordshire County Council and President CIPFA
Speakers: Alix Bedford, Strategic Risk Consultant, Zurich Municipal
Mike Britch, Group Managing Director, NPS Group
Sarah Pearson, Strategic Risk Practice Leader, Zurich Municipal
Helen Dobby, Group Manager for Commercial Services, South Hams District Council and West Devon Borough Council
Public bodies and social infrastructure are transforming beyond recognition. The dramatic changes in funding since 2010 and the move towards fiscal self-reliance have created a new entity, the social enterprise.
Local authorities and other public bodies have always generated income; car parking and leisure centres have, for example, delivered well needed funds. But now there is a massive surge in commercialism, running social businesses, and the risks and challenges multiply.
In this session we will look at what it means to be a commercial organisation, drawing on Zurich’s experience of managing the risks of multi nationals and large corporate entities. What does risk in the commercial enterprise look like, from start up to expansion? And we’ll discuss both uninsurable and insurable risk.
Join us for a journey into your future as social enterprises.
WORKSHOP 1D SCHOOL’S OUT; EXPLORING ALTERNATIVE SERVICE DELIVERY VEHICLES
Presented by: C.Co
Chair: Paul Woolston, Vice Chairman, CIPFA
Speakers: Richard Harrison, Managing Director, CIPFA C.Co
Ian McGrady, Managing Director, EdSential (a school traded services ASDV)
Andy Moran, Commercial Director, City of Wolverhampton Council (MJ Council of the year 2017)
Alternative Service Delivery Vehicles are not a magic bullet but when applied in response to local insight, using robust methods, they can help to tackle some of the pressures currently experienced by local authorities: reducing budgets, increasing costs, changing demand, increasing competition and market fragmentation. This session will explore the drivers, considerations, processes, and good practice for setting up an ASDV. It offers practical advice that you can apply to your own unique circumstance to avoid a one-size-fits-all approach. Education traded services will be used as a topical case study from a rapidly changing market.
WORKSHOP 1E Changing role of the finance professional
Sponsored by: Workday
Chair: Brendan McCarron, CIPFA
Speakers: Paul Clarke, Head of Finance, London Borough of Barnet
Roger Ermuth, Assistant Comptroller General, Canada
Mark Nittler, Vice President, Workday
Betty Sturgeon, Deputy Director, People and Capability, Government Finance Academy
Finance professionals are working on a greater variety of activities as service provision becomes more complicated.
The finance function of the future will be defined by flexibility and adaptive process, increasing levels of automation and real-time reporting, exponentially more data available will demand skills in predictive analytics. Finance will be at the centre of organisational performance and to deliver will mean responding to transformational pressures and in public services an entirely new level of entrepreneurship and commercialism.
15.10 – 16.10 Concurrent workshops 1F-1J – CHOOSE ONE SPECIAL INTEREST CONCURRENT SESSION
Workshop 1F Integration, from plans to implementation
Sponsored by: Oracle
Chair: Nick Jackson, Oracle
Julian Baker, Director, National Collaborative Commissioning
Shane Mills, NHS Wales
Andrew Hardingham, Plymouth City Council
It is widely agreed – as reflected in CIPFA’s recent briefing Reality Check – that STPs provide a logical means of planning for the whole health and social care system on a more unified and long term basis. However relatively few of those plans have yet reached a stage at which they inspire confidence that the full £22bn savings required by the Five Year forward View will be delivered. This workshop, then, will ask: what can be done to improve the chances of delivery? Topics up for discussion will cover areas of challenge such as the culture of joint working, governance, preventative investment, models of transformation, capital investment and contingency planning.
WORKSHOP 1G Society of District Council Treasurers Workshop 2017
Chair: Norma Atlay, President, Society District Council Treasurers
This workshop from the Society of District Council Treasurers will look at current issues of particular concern to District Council Finance professionals. Indicative subjects include an update on 100% retention of Business Rates, Devolution implications, Commercialisation of the CFO, Housing and Homelessness issues and emerging implications from the Brexit negotiations.
Workshop 1H One Public Estate
Chair: David Bentley
Speakers: Craig Egglestone, Local Government Association Programme Manager, One Public Estate
Andrew Pollard, Managing Director, Place Partnership
Murray Carr, Director of Land and Property, Greater Manchester Combined Authority
One Public Estate (OPE) is a joint programme delivered in partnership with the Government Property Unit and the Local Government Association. It delivers ambitious, property-based projects in collaboration with central government departments, local councils and wider public sector partners.
The programme supports local economic growth through; creation of jobs, releasing land for housing, raising millions in capital receipts and cutting running costs. But, how does it work in practice? Using first hand experience from two OPE partnerships, the session will explore how OPE funding is helping to support the transformation of the public sector estate across the country, unlocking wider benefits for local communities and improving local services. The session will also share some of the lessons learnt so far and explore the future vision for the programme.
WORKSHOP 1I Resilience, risk and resourcefulness
Chair: Pete Moore BA, FCPFA, Executive Director of Finance and Public Protection, Lincolnshire County Council
Speakers: Sean Nolan, Director Local Government, CIPFA
Polly Simpson, Institute for Fiscal Studies
Local government faces three key challenges. Firstly, the continuing effects of austerity from cuts in government funding in the face of rising cost pressures. Secondly, the need to be more self-sufficient in their resources. Thirdly, the positive and proactive desire of local leaders to drive economic regeneration and community well-being for the better of their local communities.
We look at the risks ahead, and how councils can respond to ensure their resilience including how they can minimise losses to business rate revenue from fraud.
WORKSHOP 1J People, Pounds, Pavements and Professors – Transforming the Finance Function
Sponsored by: Technology One
Chair: to be announced
Speakers: Lee Hamill, Deputy Director of Finance, University of Edinburgh
Dez Sellin-Mcwatters, Presales Consultant, Technology One
Dave Stewart, Senior Pre-sales Consultant, Technology One
The public sector finance function has long been handicapped by a lack of tools to do the job effectively. Silo’d software, legacy technologies and a lack of workflow and reporting capabilities across the various systems are major inhibitors. Add that to continued catch cries of continued austerity yet increased service requirements make the Finance professional’s life difficult to say the least.
If it was simply a matter of “balancing the books” then life might be tolerable but the modern finance professional is responsible for the management information across all key areas of the business – from people to pavements.
Lee Hamill won the newcomer of the year at the 2017 Public Finance Innovation Awards. Since arriving at Edinburgh University by way of a private sector career that included working in BT where among his responsibilities was managing the finance function and commercial operations of their London 2012 Olympic and Paralympic Games infrastructure delivery and sponsorship programme.
Lee will address what the appropriate systems and processes are to underpin the modern finance function alongside the communications and inspiring leadership it takes to bring all that together.
Technology One will cover the premise that modern, cloud based systems are a key enabler to transforming the Finance Function. Fully integrated HR, Payroll, Finance and Asset Management solutions really are the answer in managing people, pounds and pavements.
08.30 – 09.15 BREAKFAST WORKSHOP – The only way is Ethics
Chair: Margaret Pratt, Past President, CIPFA
As public finance professionals face every greater challenges through budget cuts and alternative ways of working, ethical dilemmas become more common. Whether being asked to balance the unbalanceable or issue an audit opinion with insufficient resources, this session will hear of recent real life case studies and seek to discuss how best such difficult situations can be addressed.
As CIPFA seeks to redraft its current ethics guidance and looks at how best it can support its members, this session will allow delegates a chance to contribute to those increasingly relevant discussions.
12.10 – 13.15 Lunchtime Workshop – 21st Century Financial Management
13.15 – 14.15 CONCURRENT WORKSHOPS 2A-2D – CHOOSE ONE SPECIAL INTEREST CONCURRENT SESSION
WORKSHOP 2A Performance Tracker: Public Services & Spending
Chair: Gillian Fawcett, CIPFA
Speakers: Julian McCrae, Institute for Government
Richard Douglas, Non-executive Director, NHS Improvement
The economic crisis presents a rare opportunity for the government to make radical changes to its operations and boost productivity. Against the backdrop of a global downturn governments have a window of opportunity to introduce new operating practices that will drive performance and productivity. There is significant value at stake and the critical factors that need to be in place to affect and sustain productivity gains are: a clear mandate for operational change, proper performance targets and transparency and the right skills and capabilities.
WORKSHOP 2B Crossing the Chasm: Is your Community Leaving You Behind?
Sponsored by: ERPaaS
Chair: John Thornton, Executive Director, e-essentials Resources
Speakers: Simon Robinson, Founder & Managing Director, ERPaaS
Ian Herbert, FCMA, CGMA, MBA, FHEA, Deputy Director – Global Sourcing Research Group, Leading Academic in Accounting and Financial Management, Loughborough University – School of Business and Economics
Consumers freely transact 24 hours a day, 7 days a week with applications such as EBay, Amazon, Facebook, Mobile Banking, and many others. In the workplace, they are presented with archaic tools that are difficult to use and often constrain their ability to do their job.
This workshop considers the impact of automating human knowledge in the form of cognitive intelligence based digital applications that will change the way you deliver back office services. A knowledge empowered workforce, equipped with digital mobile self-service devices, offers a huge prize in terms of cost savings and efficiencies, and presents you with the opportunity to transform your organisation by taking pressure off scarce key resources. Find about what it means practically for you and your services.
Consider the organisational impact and leadership decisions facing senior officers and members about the nature of the organisation they will be laying down for the next decade. Understand the barriers and consequences of failing to progress. Hear about the leadership challenges posed by these new technologies. This challenging and imaginative workshop will provide an answer to these questions. More importantly it will also help you to understand your relationship with the impact of digital mobile self-service and with the public services that you lead.
We’ll pose a number of questions which will be answered in this provocative session:
Do I really need to go to Cloud? Replacing my ERP will cost me anywhere up to £25m worth of costs. I need to cut costs but are Cloud applications the only answer for Finance, Procurement, HR and Payroll?
Are the costs savings really there?
How is the industry responding and what is the impact for me? And for my community?
How do I go digital without the costs?
Workshop 2C Governance Failures in Public Services
Sponsored by: Zurich Municipal
Chair: Amy Brettell, Head of Public Services, Zurich
Public service entities are big business and governance failures attract considerable public attention, and rightly so. Governance failures have the power to taint whole sectors and to diminish trust and confidence in our public services. It is therefore essential that public service entities have robust governance arrangements in place to ensure that public money is protected and that outcomes for citizens and service users are achieved in an efficient, economic and equitable manner. This session looks at governance successes as well as failures and how we can learn from them to ensure that governance arrangements across the public services operate effectively and remain fit for purpose.