Don't miss these workshops by the Practice Managers Association

Workshops

Business Workshops for General Practitioners & Practice Managers

PMA Workshops.

The PMA offer a series of full-day workshops specifically focused on the business aspects of General Practice. The series is aimed at GPs and Practice Managers and is delivered by specialists in these areas. Delegates who complete any six workshops will receive an Excellence in Practice Management Certificate awarded by the Institute of Leadership and Management (ILM).

The PMA Workshops were originally developed by the BMA for delivery in Scotland and Northern Ireland. They were further adapted by incorporating aspects of the RCGP programme in England and Wales. The evaluations from these initial programmes showed that the training was welcomed by GPs who are effectively self-employed. After all, they run businesses, have management responsibilities and liabilities for finance, staff, HR, premises, procurement & risk management. These are all topics covered by the Practice Managers Association workshops.

The programme comprises a number of modules. Each module carried 6 CPD points:

Understanding Accounts, Accounting Systems and The Tax System

Partnerships & Federations - Partnership Changes & Mergers, Written Agreements Federations & Pensions Update

Employment Issues - HR, Employment Law and Staff Management, Performance Management - changing staff behaviour

Understanding Risk & Governance - Business Continuity, Liabilities & Data Management

Dispute Resolution - Internal & External Disputes, Partnership Mediation & Medical Negligence

Stress Management – gain the skills to manage stress and burnout in personal and professional situations

General Practice Property Management - don't forget the bricks and mortar!

Health & Safety, Employee Engagement & Wellbeing -New techniques for greater efficiency, effectiveness and emotional balance.

Leadership Development - Learn influence, impact and leadership skills.

Change Management - Understanding change and how to develop a change management toolkit.

CQC Inspection Framework - The fundamentals of CQC Inspection Framework and how to deal with them.

Key Points

The core components of the PMA modules

  • They provide guidance on the business aspects of General Practice focusing on the financial liabilities imposed on GPs by partnership legislation, how to read practice accounts, partnership issues, staff employment liabilities and performance management as well as frameworks for decision-making. The programme also includes an update on superannuation, tax and Federations as well as practical tips on improving profitability. With new modules covering risk management and liabilities; complete with mitigation strategies on dispute management, conflict mediation and medical negligence. The final module provides a CQC inspection framework and the most recent workshop covers the issue of stress management.

  • Using an interactive and innovative approach and by limiting numbers to 25-35 participants, a high level of participation is guaranteed.

  • The tutors bring a unique mix of experience and expertise – a Specialist Medical Accountant and a former BMA Assistant Secretary – together with tax, Federation and NHS pension specialists.  A barrister, accredited and IMI Certified Mediator and an IT governance, legal compliance and risk expert and a Consultant in Integrative Health and Medical Practice.

  • Proven track record – evaluations consistently demonstrate an extremely high level of participant satisfaction in an otherwise neglected subject.

  • The content is aimed at GPs and those practice managers most closely involved in the business side of the general practice.

  • The Series comprises a selection of self-contained workshops. You can subscribe to all of them as a series or select those that are most relevant to your current requirements.

  • Each workshop will accrue six CPD credits.

Delegates who complete any 6 of the PMA workshops will be presented with a Certificate of Excellence in Leadership & Practice Management backed by the ILM.

Who Should Attend?
General Practitioners, Practice Managers, Senior Practice Nurses and GP Administrator Managers

Don't miss opportunity to work with leading specialists in a series of full day workshops specifically focused on the 'business' aspects of General Practice.

Recent Feedback & Comments

"Excellent day, I am looking forward to the next sessions"
"Friendly, approachable and well timed"
"Lots of food for thought"
"Very enjoyable"
"The venue was lovely and the food/refreshments were very good"
"Excellent informative day"

Click here to secure your place now

Workshop dates and locations

London Venue:

The Wesley
81-103 - Euston Street,
London
NW1 2EZ

http://www.thewesley.co.uk/en/location.html

Manchester Venue:

Manchester Conference Centre
Sackville Street
Manchester
M1 3BB

http://www.pendulumhotel.co.uk/contact/

General Practice Property Management - don't forget the bricks and mortar - Paul Conlan

London
Thurs, 21st September 2017 & 25th April 2019

Manchester
Tues, 19th October 2017 & 19th June 2018

Click here to book your place on this workshop.

Understanding Risk & Governance - Business Continuity, Liabilities & Data ManagementWill Roebuck

London
Thurs, 5th October 2017 & 12th February 2019

Manchester
Thurs, 12th October 2017 & 19th April 2018

Click here to book your place on this workshop.

Health & Safety, Employee Engagement & Wellbeing -New techniques for greater efficiency, effectiveness and emotional balance. - Adam Hammond

London
Thurs, 16th November 2017 & 12th July 2018

Manchester
Thurs, 23rd November 2017 & 21st March 2019

Click here to book your place on this workshop.

Understanding Accounts, Accounting Systems and The Tax System - Ian Tongue, Aaron Swinton & Katy Drew

London
27th February 2018

Manchester
13th November 2018

Click here to book your place on this workshop.

Book your place now - discounts will apply

The cost includes all refreshments including lunch and all delegate materials.

Trainers

The workshops will be facilitated by a collection of the UKs leading experts and specialists, these include:

Ian Tongue & Katy Drew

Understanding Accounts, Accounting Systems and The Tax System

Ian gained an honours degree in finance and accounting before qualifying as a Chartered Accountant in 2000. He Joined Sandison Easson in 2006 bringing with him experience gained at 2 of the ‘big four’ accountancy practices, KPMG and Ernst & Young. He was appointed partner in 2007.

Katy is a Chartered Accountant who has a wealth of knowledge at the forefront of primary care management and finance having spent 8 years within practice management.

Jane Gunn

Dispute Resolution & Partnership Mediation

Jane Gunn FCIArb, FRSA, FPSA, CEDR accredited and IMI Certified, Inter Cultural Mediator. Jane  is a highly sought after mediator, facilitator and speaker.

Will Roebuck

Risk & Governance - Business Continuity, Liabilities & Data Management

Will Roebuck is Founder and CEO of E RADAR, the Chamber for Electronic Business and is Guest Lecturer at Manchester University's School of Computer Science on IT governance, legal compliance and risk.

Dr Joe Delaney

Stress Management - Deliberately Developmental, Mindfullness-based Stress

As a Consultant in Integrative Health and Medical Practice, Joe has provided stress management coaching in Health, Medicine and Education for over 40 years

Paul Conlan

General Practice Property Management - don't forget the bricks and mortar!

Paul acts for numerous GP practices across England, Ireland, Scotland and Wales, undertaking a diverse range of valuations, rent reviews, contract disputes and investment transactions.  He has a wealth of experience in the primary care sector.

 

Nick Badman

Staff Employment Issues - HR, Employment Law, Performance Management and Changing Staff Behaviour

For the past 10 years Nick has worked with businesses and healthcare providers to share solutions to this ever changing field of HR/Employment Law and Health & Safety

Ali Moran FCIPD -  Employment Law Specialist

Staff Employment Issues - HR, Employment Law, Performance Management and Changing Staff Behaviour

Ali is an experienced HR professional who delivers pragmatic and relevant advice and guidance on how to get the best out of your employees whilst staying within the law and mitigating risk.

Ronnie Wainwright - Head of Partnerships

Staff Employment Issues - HR, Employment Law, Performance Management and Changing Staff Behaviour

Ronnie undertakes a senior management position within Avensure, working within Employment Law and Health & Safety consultancy for the past 15 years. She has extensive experience in the operational function and development of delivering a nationwide Employment Law and Health & Safety seminar programme. She has always created and developed long-term intermediary relationships/corporate partnerships throughout her career, often entering into partnership seminars with them. Ronnie leads an elite team of presenters and operational staff who deliver these highly professional, invaluable events for a range of industries, including specialist events for the healthcare, care, financial and education sectors.

Joy Gately - Head of HR/Employment Law Advice

Staff Employment Issues - HR, Employment Law, Performance Management and Changing Staff Behaviour

Joy has over 25 years’ experience within HR and employment law. She is a HR professional with immeasurable experience in all aspects of personnel and employment law; this coupled with being a business owner, she has an excellent knowledge of how companies’ should meet their legal obligations. Joy previously worked as an international HR Director for a large US blue chip company, and was responsible for business partners in the UK,  France, Germany, USA and Asia.

Ben Willis

Partnerships & Federations - Partnership Changes & Mergers, Written Agreements Federations, Pensions Update & Property Management

Ben is a Commercial Property lawyer with over 25 years' experience of working with both mainstream commercial clients and those operating in specialist sectors. He is head of the healthcare team and has particular expertise in the ownership, development and funding of healthcare property. GP surgery development is an acknowledged specialism and Ben has been involved in over 100 such developments.

 

Barrie Nunn

Partnerships & Federations - Partnership Changes & Mergers, Written Agreements Federations, Pensions Update & Property Management

Barrie is a qualified independent financial adviser with over 40 years experience in the financial services sector, including 7 years in management with a major high street bank, and now over 20 years in the independent sector. He is able to advise clients on all aspects of financial and estate planning. His advice and expertise will enable you to realise your true financial potential, for both you and your family.

Andrew Lockhart-Mirams

Partnerships & Federations - Partnership Changes & Mergers, Written Agreements Federations, Pensions Update & Property Management

Andrew had over 15 years of primary care regulatory and contract work at another highly respected healthcare firm before founding Lockharts. For more than twenty years, he acted for the 'General Practitioners Committee of the BMA' on a wide range of regulatory and contractual issues affecting GPs, including the New GMS Contract in 2004, and in 2005, Andrew was given an award at the 'Annual LMC Conference Dinner' in recognition of 21 years' service to GPs in the UK.

Clare Kersey

Partnerships & Federations - Partnership Changes & Mergers, Written Agreements Federations, Pensions Update & Property Management

Clare Kersey, is a Senior Surveyor of GP Surveyors.  A Chartered Surveyor and RICS registered valuer, attaining MRIC status in 2002.  Clare has previously worked at NIA Fuller Peiser and Lane Walker Limited.  Clare now acts for across range of GP surgeries throughout the UK, undertaking a range of market valuations and rent review.

Andy Peers

Leadership & Change Management Workshops

Following a career in retail management, Andy has spent the last 17 years of his working life exclusively focused on leading within and supporting organisations that are striving to make the world a better, fairer and more just place.

He has held the posts of Head of Sales for The Big Issue in the North, Executive Director for The Big Life group of social businesses and charities, Chief Executive for The Big Issue South West and both Operations Director and North of England Director for the British Red Cross.

In his time at The Big Issue in the North he led his teams in the achievement of the highest magazine and advertising sales figures in the company’s history. And, through his relentless focus on developing and embedding a mission-driven and values-led culture, under his leadership as Operations Director for Yorkshire at the Red Cross, the area became the number one ranking area in the UK for both staff and volunteer engagement.

Before joining the British Red Cross, Andy spent eight years supporting the development of charities and social enterprises. He worked with those from pre-start to established stages, from the locally to the internationally focussed, with turnovers ranging from £0-150 million per annum, across a broad range of legal structures and governance arrangements and across a broad range of social, cultural and environmental issues. He has held a number of voluntary trustee and non-executive director roles and is currently a trustee of the award-winning, Halifax based charity, The Next Step Trust, which supports young adults with multiple and complex disabilities.

Juliet McCarthy

Leadership & Change Management Workshops

Juliet is a highly experienced and qualified HR and OD professional with a successful career working within a large multinational company and in consultancy environments. Juliet supported several business transformations from ICI to Zeneca and then to Astra Zeneca as a HR Business partner and she has worked with several clients within the housing and private sectors since joining the StraightForward team. She has built a reputation as someone who has great intuition about people, who can easily build relationships and encourage openness and trust in those she works with through her honesty and her own straight forward approach!

Juliet’s experience includes supporting the development of board level teams through to teams sitting deeper within organisations in order to help them to identify their priorities, clarify their roles and really focus on how to deliver their vision and live by the values of their organisation.

She is very experienced in designing and delivering Leadership Development programmes, using tools such as 360 feedback to initially support identification of individual development needs and running a variety of leadership development modules. She is a certified practitioner in the Strength Deployment Inventory with over 13 years’ experience in the successful application of this tool to further offer insight into building effective relationships as well as leadership style and impact.

Juliet has built a wide breadth of experience and is able to provide a broad perspective and understanding of business challenges. She currently sits as an HR Advisor on two board teams and supports them with their organisation development and change journeys.

About the Facilitators

Jane Gunn, FCIArb, FRSA, FPSA, CEDR accredited and IMI Certified, Inter Cultural Mediator

Jane Gunn, is a highly sought after mediator, facilitator and speaker. She specializes in collaboration, cross cultural communication and transforming business relationships and has helped open the eyes, hearts and minds of numerous companies to transform and secure the future of their organisation and the commitment and collaboration of their people.

As a trained mediator and facilitator she brings a diverse mix of skills, experience and insight that enable her to get people and groups with different priorities, incentives and ways of doing things, to work together successfully.

She has a powerful message supported by practical tools and techniques that applies to organizations of all sizes across all sectors. Jane is a member of the Board of Management of the Chartered Institute of Arbitrators (CIArb) and is a director and board member of the Civil Mediation Council of England and Wales (CMC). She is a director and a past president of the Professional Speaking Association of the UK and Ireland (PSA UKI). She is also a member of the Advisory Committee to QUADRA in Italy. She has been invited to speak at the United Nations, the White House, the European Commission and the International Energy Agency and has fulfilled a number of other international speaking engagements.

She has worked with organisations large and small including Cable & Wireless, The NHS, BAA, The Chartered Institute of Arbitrators, The Royal Institution of Chartered Surveyors, ACCA and many more.

Jane’s skill is in getting people

  • Talking about what matters most – both to them and to their organisation
  • Motivated, energized and committed to what needs to happen next

She is also the author of a popular book on conflict management “How to Beat Bedlam in the Boardroom and Boredom in the Bedroom”.

Will Roebuck, CEO & Founder, E RADAR

Will Roebuck is founder of E RADAR - a business consultancy which helps entrepreneurs and top managers get competitive, collaborative and commercial advantage online.
Will has worked in ICT for over 15 years and advised on many of the original e-commerce laws whilst managing the Alliance for Electronic Business Legal Group. He wrote the international standards for meat traceability in the open global supply chain and set up CD-ID - the Home Office funded project showcasing RFID technology to help prevent supply chain theft.
In 2005 he joined leading international corporate law firm Bird & Bird as a consultant and went on to set up E RADAR in 2010. Will is passionate about helping small and medium-sized businesses get competitive and collaborative advantage online through best practice.

Tech innovator, market maker and e-business strategist, Will works across multi-sectors advising on governance and risk, as well as other digital media opportunities. He was a consultant to top global commercial law firm Bird & Bird, developed open global supply chain and e-business standards for GS1, and has worked with BCS - the Chartered Institute for IT. Will has also undertaken prosecution work for the Probation Service, specialising in online paedophile cases. He is currently working with the UK's leading e-auction platform provider and auction companies to deliver the latest e-bidding technologies in real time.

Will is a guest lecturer on information governance at Manchester University. He is also chair of trustees of a community interest company looking to prevent closure of a local village library.

Will is a published authority on digital matters, including Online Privacy (British standards Institute, 2004).

Dr Joe Delaney, PhD CSci FIBMS PhySoc

As a Consultant in Integrative Health and Medical Practice, Joe has provided stress management coaching in Health, Medicine and Education for over 40 years. In 2003, he was appointed the NHS's first Specialist in Integrative Health Practice and saw patients and staff from many different backgrounds. His passion and enthusiasm remains the same - to help individuals to find balance in their work and home life by tapping into their inner resourcefulness to discover the authenticity that lies within themselves. This is called the IAM approach. It is a deliberately developmental, mindfulness-based stress reduction programme (DD-MBSR) that uses a combination of individual asset-mapping (IAM) and Appreciative Enquiry, to allow individuals to work with what works for them and to focus on what's strong in them and not what’s wrong with them.

Currently, Joe is a Consultant Principal Lecturer in Integrative Medicine with Wirral Metropolitan College and an Associate Lecturer in Evolutionary Psychology, Addictive Behaviour and Integrative Health Practice with Liverpool and Edge Hill Universities.

Previously, he worked as a Senior Research Fellow in Medicine at Wirral University Teaching Hospital, exploring the use of non-medical Interventions alongside pharmacological methods for treating hypertension in patients suffering with diabetes, cardiovascular disease and chronic kidney disease.

Additionally, for many years, Joe has been involved in helping individuals to rediscover themselves and to help them back from the debilitating effects of stress and addiction in its various forms.

He currently holds a clinic session every week in the local community, where he sees patients with a variety of physical and psychological conditions and complex needs.

He is an experienced community builder who works at grass-roots level and believes that ‘no-one has nothing to do’ and that each individual has a unique contribution to make to improving themselves, their communities and beyond.

He is currently working with several clinical commissioning groups across the UK, delivering the IAM Approach to Health and Wellbeing.

From an academic point of view, the area of research that he is involved in at the moment, is how throughout the life course, the combination of food and mood determine protein expression at the level of the epigenome which in turn determines the location of fat deposition and how any imbalance can be restored with simple lifestyle interventions to effect a positive change in energy homeostasis.

Besides all this Joe is also a very nice person.

 

Paul Conlan

Paul Conlan, Operations Director, has been employed by GP Surveyors since June 2007.  Paul is a registered valuer and attained MRIC status in 2006 having previously worked with Lothian Valuation Joint Board (LVJB) since August 1987.

Paul acts for numerous GP practices across England, Ireland, Scotland and Wales, undertaking a diverse range of valuations, rent reviews, contract disputes and investment transactions.  He has a wealth of experience in the primary care sector and leads a strong team of 15 employees at GP Surveyors headquarters in Sheffield.

GP Surveyors are a leading firm of chartered surveyors specialising in GP surgeries throughout the UK.

Nick Badman

Nick started life as a process engineer for a prestigious technology company.  As he rose to senior management level, he and his team were involved in some big projects, the most high-profile of which was the co-development of the DVD disc, with Toshiba and Time Warner.

He studied and obtained his MBA in Business and Administration whilst at Nimbus and became the trouble-shooter of the company.  His down to earth attitude along with his skills and experience in dealing with complex problems has earned him a high reputation in his field.   For the past 10 years, Nick has worked with small to medium sized businesses to provide solutions to this ever changing field of HR/Employment Law and Health & Safety.  He enjoys working with business owners to accomplish the answers to their employee issues and gets great satisfaction in helping others.

He has presented employment law seminars to small and large audiences in all sectors with particular knowledge in the Healthcare sector. His communication skills are utilised to convey complex solutions in easy to understand terminology. The feedback he receives is always extremely positive. Nick prides himself on an honest and ethical approach to business, with integrity at the heart of achieving his goals.

Ian Tongue B.Sc ACA

Ian gained an honours degree in finance and accounting before qualifying as a Chartered Accountant in 2000. He Joined Sandison Easson in 2006 bringing with him experience gained at 2 of the ‘big four’ accountancy practices, KPMG and Ernst & Young. He was appointed partner in 2007.

Ian has been acting exclusively for the medical profession since joining Sandison Easson and has a substantial portfolio of GP clients, practices and federations throughout the UK advising them on a variety of matters in the ever changing world of General Practice.

Ian understands that GPs and practice managers are not accountants and nor do they want to be!  He supports his GPs and practice managers by providing an understandable approach to the important financial matters affecting them.

Sandison Easson is a specialist firm of medical accountants with over 35 years experience acting for doctors of medicine throughout the United Kingdom.  For further information please see www.medicalaccountants.com

.

Katy Drew LL.B.  A.C.A.  A.L.C.M.

Katy Drew is a Chartered Accountant who has a wealth of knowledge at the forefront of primary care management and finance having spent 8 years within practice management.

Katy gained a law degree from Liverpool University before training and subsequently qualifying as a Chartered Accountant. Prior to working in primary care she was a company accountant.

Her major achievements include dramatically increasing income through bidding for new funds and negotiating new contracts whilst significantly cutting costs. She is keen to support managers in translating financial information so they are able to present data in an accessible and understandable way for GP partners.

As Primary Care Development Manager at Sandison Easson she helps practices to be resilient in the current climate through practical help and advice leading to strong financial management.

Joy Gately

Joy has over 25 years’ experience within HR and employment law. She is a HR professional with immeasurable experience in all aspects of personnel and employment law; this coupled with being a business owner, she has an excellent knowledge of how companies’ should meet their legal obligations. Joy previously worked as an international HR Director for a large US blue chip company, and was responsible for business partners in the UK, France, Germany, USA and Asia.

 

Ronnie Wainwright

Ronnie undertakes a senior management position within Avensure, working within Employment Law and Health & Safety consultancy for the past 15 years. She has extensive experience in the operational function and development of delivering a nationwide Employment Law and Health & Safety seminar programme. She has always created and developed long-term intermediary relationships/corporate partnerships throughout her career, often entering into partnership seminars with them. Ronnie leads an elite team of presenters and operational staff who deliver these highly professional, invaluable events for a range of industries, including specialist events for the healthcare, care, financial and education sectors.

Ben Willis, Partner, Veale Wasborough Vizards LLP

Ben is a Commercial Property lawyer with over 25 years' experience of working with both mainstream commercial clients and those operating in specialist sectors. He is head of the healthcare team and has particular expertise in the ownership, development and funding of healthcare property. GP surgery development is an acknowledged specialism and Ben has been involved in over 100 such developments.

Ben takes time to understand the healthcare sector and to establish a strong rapport with clients. This brings a wider perspective to the commercial issues faced by clients and consistently proves to be important in giving the best advice to suit the circumstances. He leads a team of specialist lawyers and established links with Banks and other professionals to complete a strong collaborative approach.

Ben is a member of the Primary Care Premises Forum and NASSAD. He organises regular healthcare conferences for healthcare clients and has written numerous articles and speaks regularly on the subject of primary care property.

Ben Willis Partner 0117 314 5394 07718 384 957 bwillis@vwv.co.uk

Andrew Lockhart-Mirams, Partner, Veale Wasborough Vizards LLP

Andrew had over 15 years of primary care regulatory and contract work at another highly respected healthcare firm before founding Lockharts. For more than twenty years, he acted for the 'General Practitioners Committee of the BMA' on a wide range of regulatory and contractual issues affecting GPs, including the New GMS Contract in 2004, and in 2005, Andrew was given an award at the 'Annual LMC Conference Dinner' in recognition of 21 years' service to GPs in the UK.

Andrew has a national reputation for his work in the development of PMS and APMS agreements. In addition to producing agreements for federations of practices, he has produced shareholder agreements for provider companies wishing to supply services to PCT's (historically) and currently CCGs and Local Authorities, in response to commissioning recommendations. He has developed a detailed understanding of the implications of the Health & Social Care Bill and regularly advises on the associated strategy and policy issues. His work takes on board the developments of MCPs and PACS in line with the Five Year Forward View.

Andrew is the Chairman of the National Association of Specialist Solicitors Advising Doctors (NASSAD), and is also a member of the Specialist Medical Accountancy Services Group (SMAS) and has also been named as a 'Super Lawyer for Business Affairs' in 2013.

Andrew Lockhart-Mirams 020 7665 0947 07387 025 970 alockhart-mirams@vwv.co.uk

Barrie Nunn, Independent Financial Adviser, Insight Financial Associates

Barrie is a qualified independent financial adviser with over 40 years experience in the financial services sector, including 7 years in management with a major high street bank, and now over 20 years in the independent sector. He is able to advise clients on all aspects of financial and estate planning. His advice and expertise will enable you to realise your true financial potential, for both you and your family.

Barrie is also a member of the Institute of Professional Will Writers and is a qualified Will Writer and Estate Planner. If you would like to arrange an appointment with Barrie please Email him on: barrie.nunn@insightifa.com

Clare Kersey, Commercial Real Estate Professional, GP Surveyors

Clare Kersey, is a Senior Surveyor of GP Surveyors.  A Chartered Surveyor and RICS registered valuer, attaining MRIC status in 2002.  Clare has previously worked at NIA Fuller Peiser and Lane Walker Limited.  Clare now acts for across range of GP surgeries throughout the UK, undertaking a range of market valuations and rent review.

Andy Peers, Executive Director, StraightForward

Following a career in retail management, Andy has spent the last 17 years of his working life exclusively focused on leading within and supporting organisations that are striving to make the world a better, fairer and more just place.

He has held the posts of Head of Sales for The Big Issue in the North, Executive Director for The Big Life group of social businesses and charities, Chief Executive for The Big Issue South West and both Operations Director and North of England Director for the British Red Cross.

In his time at The Big Issue in the North he led his teams in the achievement of the highest magazine and advertising sales figures in the company’s history. And, through his relentless focus on developing and embedding a mission-driven and values-led culture, under his leadership as Operations Director for Yorkshire at the Red Cross, the area became the number one ranking area in the UK for both staff and volunteer engagement.

Before joining the British Red Cross, Andy spent eight years supporting the development of charities and social enterprises. He worked with those from pre-start to established stages, from the locally to the internationally focussed, with turnovers ranging from £0-150 million per annum, across a broad range of legal structures and governance arrangements and across a broad range of social, cultural and environmental issues. He has held a number of voluntary trustee and non-executive director roles and is currently a trustee of the award-winning, Halifax based charity, The Next Step Trust, which supports young adults with multiple and complex disabilities.

Juliet McCarthy, Executive Director, StraightForward

Juliet is a highly experienced and qualified HR and OD professional with a successful career working within a large multinational company and in consultancy environments. Juliet supported several business transformations from ICI to Zeneca and then to Astra Zeneca as a HR Business partner and she has worked with several clients within the housing and private sectors since joining the StraightForward team. She has built a reputation as someone who has great intuition about people, who can easily build relationships and encourage openness and trust in those she works with through her honesty and her own straight forward approach!

Juliet’s experience includes supporting the development of board level teams through to teams sitting deeper within organisations in order to help them to identify their priorities, clarify their roles and really focus on how to deliver their vision and live by the values of their organisation.

She is very experienced in designing and delivering Leadership Development programmes, using tools such as 360 feedback to initially support identification of individual development needs and running a variety of leadership development modules. She is a certified practitioner in the Strength Deployment Inventory with over 13 years’ experience in the successful application of this tool to further offer insight into building effective relationships as well as leadership style and impact.

Juliet has built a wide breadth of experience and is able to provide a broad perspective and understanding of business challenges. She currently sits as an HR Advisor on two board teams and supports them with their organisation development and change journeys.

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