Your route to a Portfolio CareerSaturday 16 February 2013, UWEConference Centre, Bristol9:00 to 17:00If you are embarking ...
Portfolio Careers Day Saturday 16 February 2013Programme  09:00   Registration  09:30   Introduction                      ...
Portfolio Careers Day Saturday 16 February 2013Speaker BiographiesChristopher Lyons       Chris has extensive experience i...
Portfolio Careers Day Saturday 16 February 2013       has played international golf for England (Captain), Great Britain a...
Portfolio Careers Day Saturday 16 February 2013       Nigel was the prime-mover behind the founding of PortfolioExec with ...
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Portfolio Careers Day 2013

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Saturday 16 February 2013, UWE Conference Centre, Bristol
9:00 to 17:00
If you are embarking on or already have a Portfolio Career then the Executive Transitions Portfolio Careers Day at the University of the West of England Exhibition & Conference Centre on Saturday 16 February 2013 is an essential event to help you to prepare for and secure Non-Executive Director or Trustee positions, Part-time or Interim Director roles or start your own business as a Consultant, Coach or Mentor.
In 2012, over 100 delegates had the opportunity to learn from a number of expert speakers at this one day event which also included exhibitors and networking opportunities. In 2013 we are running the event again, with even more speakers and exhibitors.
Confirmed topics and speakers:
• Building a Portfolio Career - Christopher Lyons
• Women in the Boardroom - Rowena Ironside
• Knowing me, Knowing you - Malcolm Lewis
• The Future is Now - Judith Levy
• How to become a NED - David Doughty
• Interim Success - Luke Boxall
• PortfolioExec - Nigel Harrap
• Portfolio Careers for Women - Joni Farthing

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Portfolio Careers Day 2013

  1. 1. Your route to a Portfolio CareerSaturday 16 February 2013, UWEConference Centre, Bristol9:00 to 17:00If you are embarking on or already have a Portfolio Careerthen the Executive Transitions Portfolio Careers Day at theUniversity of the West of England Exhibition & ConferenceCentre on Saturday 16 February 2013 is an essential event to The fee for this one-day workshop, exhibitionhelp you to prepare for and secure Non-Executive Director and networking event is £79.00 (+ VAT) foror Trustee positions, Part-time or Interim Director roles or non-members. An early-bird fee of £59.00start your own business as a Consultant, Coach or Mentor. (+VAT) is available for a limited time and members can book for £49.00 (+ VAT). ToIn 2012, over 100 delegates had the opportunity to learn from book your place click here. To join Executivea number of expert speakers at this one day event which also Transitions click here, call 01173 827 820 or e-included exhibitors and networking opportunities. In 2013 we mail registration@executive-transitions.netare running the event again, with even more speakers andexhibitors.Confirmed topics and speakers:  Building a Portfolio Career Christopher Lyons  Women in the Boardroom Rowena Ironside  Knowing me, Knowing you Malcolm Lewis  The Future is Now Judith Levy  How to become a NED David Doughty  Interim Success Luke Boxall  PortfolioExec Nigel Harrap  Portfolio Careers for Women Joni Farthingwww.executive-transitions.net01173 827 820 Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd
  2. 2. Portfolio Careers Day Saturday 16 February 2013Programme 09:00 Registration 09:30 Introduction David Doughty 09:40 Building a Portfolio Career Christopher Lyons An insight into the practicalities of building a Deputy Chairman Network portfolio of roles to suit your work and lifestyle, Housing Group covering the important questions of How to? What next? and Who is it for? 10:20 Women in the Boardroom Rowena Ironside Navigating the unique challenges women face Chair at Women on Boards UK when claiming a place at the top table Chair, Compassion in Dying 11:00 Tea / Coffee 11:30 Knowing me, Knowing you Malcolm Lewis How corporate personality and the business Wizard and Corporate planning system need to complement each other Alchemist 12:10 The Future is Now Judith Levy How to live a holistic life and find fulfilment by Group Chairman at Vistage creating a coherent strategy for a Portfolio Career that aligns your work with who you really are 12:50 Lunch 13:40 How to become a Non-Executive Director David Doughty A practical guide to the NED role and how to go Chartered Director about getting appointed 14:20 Interim Success Luke Boxall The tools you need and how to capitalise on your Business Director at Robert marketable skills Half Management Resources 15:00 Tea / Coffee 15:15 PortfolioExec Nigel Harrap A novel way for Portfolio Careerists to collaborate Founder and a Director of and win business PortfolioExec 15:45 Portfolio Careers for Women Joni Farthing Using the portfolio model to improve work-life Director at Women Outside balance The Box 16:25 Summary – Next steps David Doughty 16:30 Close 17:00 Exhibition Closeswww.executive-transitions.net 01173 827 820 Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd
  3. 3. Portfolio Careers Day Saturday 16 February 2013Speaker BiographiesChristopher Lyons Chris has extensive experience in strategic planning, corporate governance, international banking and finance. His diverse career spans 35 years firstly with Abbey National, where he held senior positions of increasing responsibility in Audit, Finance and Operations. He was appointed to develop and spearhead Abbey Nationals’ innovation unit and Group wide strategy for Electronic Commerce and International Banking creating and launching Cahoot the online Internet Bank. Chris then joined the executive board of Minster Trust Ltd, a fully regulated banking institution as Head of Commercial Relationships he spearheaded the development and launch of an affinity based Internet banking proposition Since retiring from full time employment, Chris has developed over the last 10 years a portfolio career based upon his corporate governance, planning and programme management expertise and network of international business and finance connections. He has been a strategic advisor to the Baltic International Bank based in Latvia, and the Russian based Otkritie Financial Corporation acting as its non-executive Chair of their London operation for four years. He is also an Associate with Beer Mergers Ltd., where he advises a diverse range of organisations, on strategic finance matters and in particular corporate transactions, start-up operations and new ventures. In addition to establishing a range new business opportunities Chris is an experienced strategist, project and company director, and has held a number of non-executive director positions including Maritime and Underwater Security Consultants, Deputy Chair Network Housing Group and Chair of London Strategic Housing. Chris is an Alumni of London Business School where he studied Corporate Finance, he holds a Masters degree in Strategic Financial Management, is a visiting fellow of Kingston Business School. In addition he is on the MBA advisory Board of Durham Business School and a member of the Council at Hull University. A published author his most recent publication is “Building a Portfolio Career” which is the definitive “how to” book on portfolio working.Rowena Ironside Rowena spent 25 years as an executive in the ICT industry, including the start-up and sale of a successful IT services company and leadership of several large, multi-national professional and managed services businesses. Over the past ten years she has built a second career as a non- executive director, consultant and angel investor. She has held executive and non-executive roles in the not-for-profit and start-up sectors and spent 2010 working with a microfinance charity that makes loans to women in sub-Saharan Africa. Rowena is an experienced SME director and charity trustee with particular expertise in strategy, technology, governance and finance. She is currently Chair of Compassion in Dying, a charity that supports and empowers people at the end of life and executive Chair of Women on Boards UK, an open, action-oriented organisation for women seeking to leverage their professional skills and experience into board and leadership roles.Malcolm Lewis Malcolm has over 30 years’ experience as a corporate finance strategist, board facilitator and Senior Management Team (SMT) trainer with Strategic Value Partners (SVP). Originally a chartered accountant by profession with KPMG, he has diversified into working with top teams to link the soft and hard organisational dynamics by undertaking assessments, facilitations and coaching of both individuals and SMT groups. In addition Malcolm travels the world training in strategic leadership, strategic and business planning along with financial statement analysis and valuation. As a wizard and corporate alchemist he helps teams turn base strategies into gold plated valuable companies, whilst recognising that this must start with a personal and collective awareness of the psychodynamics of the entity. This exciting work is with both public and private sector organisations ranging from billions of turnover to a few hundred thousand. In his past Malcolm has undertaken over 30 company restructurings or buy-outs either as an advisor or investor and still advises as an Entrepreneur in Residence at Bath University on their MBA programme. Malcolm has degrees in Business Administration (BSc) and Financial Management (MSc), lectures with a number of leading Business Schools in Executive Development and in the pastwww.executive-transitions.net 01173 827 820 Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd
  4. 4. Portfolio Careers Day Saturday 16 February 2013 has played international golf for England (Captain), Great Britain and Ireland and won the silver medal in the British Open.Judith Levy Judith Levy is the Vistage Chair for Bristol, Bath, Swindon, Taunton and the South West and is currently launching a Peer Advisory Group for local Business Leaders. She is also a Business Mentor, Relationship Coach and Retail Consultant. Judith was the former CEO/Chairman of High and Mighty International, the high street fashion brand for big and tall men where she specialised in brand creation, innovation, strategy and development, rolling the concept out to Greece, the Middle East, Scandinavia and the Netherlands through own and franchised stores and a highly successful E-commerce operation. In 2009, High and Mighty was sold to a British PLC and the group was divided. After a period working from Amsterdam, helping the Dutch subsidiary to rebrand and find a new identity, Judith decided to bring her skills to a wider field. She is now a sought after Business Coach, Mentor and Consultant in areas of Organisational Culture, Transformation and Problem Solving. Judith now works closely with Entrepreneurs and SME’s. She brings acute perception and an exceptional eye for detail to all aspects of business activity and has a powerful instinct for uncovering hidden blocks to success and perfecting business timing. She has a keen interest in best practice, sustainable business models and is a passionate advocate for ethical business behaviour. Judith has studied for an MBA at Oxford Brookes University, has an MA from Bath Spa University and is a Fellow of the Royal Society of Arts. She has trained as a psychotherapist served as a board member of a national children’s charity for over 10 years. She is bilingual in Spanish is married to Howard, has 2 grown up children and loves travel, music, cycling, dance and yoga.David Doughty David Doughty is Chief Executive of Excellencia, which provides Board effectiveness and Leadership development services to organisations in the private, public and voluntary sectors. He is a director of Executive Transitions Network, an organisation that supports those who are embarking on or already have a portfolio career and he also chairs the Thames Valley Health Innovation and Education Cluster (TV HIEC) which is a publicly funded partnership authorised by the Department of Health to improve innovation and education within the NHS across the Thames Valley. Previously he was Chief Executive of the Oxfordshire Economic Partnership (OEP) - a partnership between private, public and voluntary sectors, which was responsible for strategic economic development across Oxfordshire and ensuring that the county is a competitive sub-region, both nationally and internationally. David was one of the first Chartered Directors and holds a Masters Degree in Company Direction from Leeds Business SchoolLuke Boxall Luke places senior interims into a cross section of companies and specialises in the public and third sectors. His main skill areas include Project Change, Project Management, as well as Finance and Accounting. He started his career in recruitment in 1987 with Computer People in London placing IT contractors. He moved to Bristol in 1992 after being promoted to Contracts Manager and was responsible for the UK’s most successful contracts team. In 2004 he was head-hunted by Robert Half International to lead their Management Resource division across the South West. In 2012 he was recognised by Robert Half International as one of their top 3 worldwide recruiters of Senior Interims.Nigel Harrap Nigel is an experienced professional who spent 20 years in the engineering sector (Textiles. Paper & Board and Recycling) before moving to Executive Recruitment and starting his own Headhunting partnership in 1994. Focused on owner-managed SME clients, the partnership specialised in finding seasoned non-Executive Directors for clients and developed a portfolio of private equity investors willing to act both as non-Execs and participate in the equity of the businesses.www.executive-transitions.net 01173 827 820 Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd
  5. 5. Portfolio Careers Day Saturday 16 February 2013 Nigel was the prime-mover behind the founding of PortfolioExec with 3 others in 2008 as a growing consortium of experienced Directors, Corporate Professional firms, Business Mentors and Affiliates offering a wide range of affordable business and commercial/financial support to owner-managed SMEs.Joni Farthing Joni Farthing is the founder and director of Women Outside The Box – Britain’s biggest festival of female entrepreneurship. Earlier in life, whilst her daughter was growing up, she ran a home-based business before founding Oxford Language Training. She grew this into a major language school and sold it before moving to the USA. Women Outside The Box encapsulates the best of networking, business show and conference. Its mission is to encourage women to consider self-employment and to grow businesses that can provide for themselves and their dependents all the way through to retirement, come what may. Aware that women’s instinctive nurturing response can make them risk-averse, she is interested in how women can retain their indispensable caring role whilst fulfilling their potential as entrepreneurs.Location UWE Exhibition and Conference Centre University of the West of England Frenchay Campus Coldharbour Lane Bristol BS34 8QZRegistration The fees for this one-day workshop, exhibition and networking event are:  £79.00 (+ VAT) for non-members  £59.00 (+VAT) early-bird fee for bookings made on or before 16 January 2013  £49.00 (+ VAT) for Executive Transitions Tier1 members To book your place, visit the web-site at http://www.executive-transitions.net/events/197-2/16-february- 2013-bristol To join Executive Transitions click http://www.executive-transitions.net/membership-2/, call 01173 827 820 or e-mail registration@executive-transitions.netwww.executive-transitions.net 01173 827 820 Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd

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