12 July

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


Chair: Mandy Bretherton, CIPFA

Speakers: Phil Beaumont, Unit 4

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.


Sponsored by: Advanced


Chair: To be announced

Speakers: Steve Mawson, Chief Financial Officier from Doncaster Metropolitan Borough Council

Steve Willetts, Local Government Business Development Manager, Advanced

David Atkinson, Local Government Account Director, Advanced

You can win the war on public sector waste and inefficiency by collaborating more closely inside and outside of your organisation using shared services. If you re-imagine the way you work with digital and mobile technologies, you can integrate your back-office systems and transform your front-office capabilities. By thinking differently you can create a truly connected organisation, delivering savings and demonstrable efficiencies.

In this session we will outline real-life examples of integrated councils and ‘blue light’ services who are saving millions of pounds, and delivering more for less, by using shared services. These case studies demonstrate that shared services is not a ‘one size fits all’ solution – but rather an individual and tailored approach to drive economies of scale.

WORKSHOP 1C Commercialism – a risky business?

Sponsored by: Zurich


Chair: To be announced

Speakers: Alix Bedford, Strategic Risk Consultant,  Zurich Municipal

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.





Sponsored by: C.Co

Chair: Paul Woolston, CIPFA

Speakers: Richard Harrisson, Managing Director, C.Co

Ian McGrady, Managing Director, EdSential

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: Roger Ermuth, Assistant Comptroller General, Canada

Speakers: Brendan McCarron, CIPFA
Mark Nittler, Vice President, Workday

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


Lisa Quinn, Capita Asset Services.

Guy Clifton, Grant Thornton

Philip Monaghan, Grant Thornton

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, Place Partnerships Worcestershire

Murray Carr, Stockport MBC

The One Public Estate programme aims to deliver an ambitious list of objectives including the creation of jobs, releasing land for housing, raising millions in capital receipts and cutting running costs. But, how does it work in practice and, is it really achieving what it sets out to do? Using first hand experience this session will examine the success of the initiative thus far, share some of the lessons learnt and explore a few of the pitfalls.

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

Arjun Medhi, Development & Technical Manager, CIPFA

Richard Duffield, GeoPlace

Andrew Cooling, Ordnance Survey

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.


Sponsored by: Technology One


Chair: To be announced

Speakers: To be announced

13 July

08.30 – 09.15 BREAKFAST WORKSHOP – The only way is Ethics

Chair: Margaret Pratt, Past President, CIPFA

Speakers: Anton Colella, Chief Executive, ICAS
Margaret Oliver
Rick Tazzini, CFO Basildon and Thurrock University Hospitals NHS Foundation Trust (Nov 2014-Apr 2017)

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

Chair: Neil Vincent, CIPFA

Speakers: To be announced

How do you know if you are good at financial management? CIPFA’s technology driven online diagnostic tool can give you the answer.


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, e-essentials

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?


How the IT industry is responding to Cloud. What is the impact on me as a customer?

Insight into the structural and operational impact of Cloud and digital mobile self-service on Public Service organisations.

Knowledge of where easy and significant cost savings can be made and efficiencies secured.

First hand examples of where other Organisations are making significant savings.

Understand the major change that is taking place in the IT Industry and the impact as clients and buyers.

Insight into the blockers and barriers and their reality.

How the impact technological changes you make in your organisation today impact your organisation and community of tomorrow.

The minimum you need to do to get started.


Awareness and education.

Open people’s minds to the art of the possible.

Workshop 2C Governance Failures in Public Services

Sponsored by: Zurich


Chair: Sir Tony Redmond, Local Government Boundary Commission

Speakers: Aaron Cummins, University Hospitals of Morecambe Bay NHS Foundation Trust
Margaret Oliver
Peter Welch, ECA

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.

WORKSHOP 2D Innovations in Investment

Chair: Sean Nolan, CIPFA

Speakers: To be announced

The sustained period of austerity and developing localism agenda make it essential to reap rewards and prosperity from investment in people and place and requires innovative approaches and new sets of skills.  Joint working, partnerships and investments in less familiar areas make managing risk more important than ever, along with effective project management skills and organisational buy in.  The rewards can be two fold, firstly boosting the local economy, creating jobs and encouraging tourism and secondly generating investment returns, a stable income source and reducing the reliance on other sources of funding.  This workshop explores some of the practical issues around innovative investments.