Find out more about the session leaders who spoke at Practitioners Forum 2020...
Lucy Caldicott, Associate, ChangeOut Session: Co-ops so white! Representing our diverse communities (10-10.45am) Lucy is a charity leader and campaigner working to address issues of inequality, injustice and exclusion. She has worked in senior management positions at a range of voluntary and private sector organisations over the last 25 years, most recently as Chief Executive of UpRising, a charity that offers a range of leadership and employability programmes to talented young people from diverse and under-represented backgrounds. In 2018, Lucy launched ChangeOut, a consultancy set up to address issues of diversity, inclusion and culture change in the social justice sector and beyond.
Jaz Nannar, Associate, ChangeOut Session: Co-ops so white! Representing our diverse communities (10-10.45am) Jaz has over 25 years’ experience within the charity sector and has led a strategic and creative agency supporting not-for-profits. She’s skilled at reviewing vast amounts of information; distilling what really matters and conducting in‑depth one‑to‑one interviews that probe what lies beneath the data. Jaz is a member of the Institute of Fundraising’s Equality, Diversity and Inclusion (EDI) committee. She and Lucy have been working together for a number of years on a range of voluntary sector EDI projects, including one for Co‑operatives UK.
Emma Bagshaw, Consultant Senior Solicitor, Seabury Legal Session: Employment law update (11-11.45am and 12-12.45pm) Emma is a Consultant Senior Solicitor at Seabury Legal Ltd, an employment law firm based in Manchester. Prior to becoming a consultant, she worked for the Co‑operative Bank, Co‑operative Group and Boots. She's an expert in advising businesses on issues relating to employment law. With a love of delivering training, Emma is an associate tutor for MOL, delivering the CIPD Level 7 Employment Law module to corporate clients. She is also the founder of HR Owl, a company specialising in making compliance e-learning interesting.
Jacqui McKinlay, CEO, Centre for Governance and Scrutiny (CfGS) Session: Getting board scrutiny right – the secret ingredients (11-11.45am) Jacqui oversees CfGS’ work in sectors including local and national government, health, housing, membership bodies, co-operatives and the private sector. As an independent charity, CfGS champions democracy and involvement in decision-making, passionately believing that good governance, including oversight, leads to better outcomes. Through its research, campaigning, consultancy and training, CfGS provides policy and practical support to a wide range of organisations seeking to improve accountability and transparency.
Alice Wharton, Senior Project Manager, Co-operatives UK Session: Saving our high streets (11-11.45am) Alice promotes ‘Community Shares’ to enable effective local economic development and citizen empowerment. She manages the Community Shares Booster Programme, which has already invested over £2m into community-owned businesses, with another £1m to be invested in the next year. Community-owned businesses are much more resilient in both the short and long term with a whopping 92% still trading after 5 years! They are also a real way for people to support the places and businesses that matter the most to them. The connections between spaces, places and people fascinate Alice. She has managed projects across a range of sectors, including public transport and tourism.
Ellen Feetum, Senior Tax Manager, KPMG Session: KPMG tax update (12-12.45pm) Ellen is a qualified chartered accountant and tax technician who has been working in corporate tax since 2004. Her experience covers tax compliance; tax accounting; governance; advisory engagements and dealing with enquiries from the tax authorities. She has worked with a number of co-operative retailers over the years and spent time on secondment to a co-op.
Paul Casey, Tax Director, KPMG Session: KPMG tax update (12-12.45pm) Paul has worked in indirect tax since 2001. He is based in KPMG’s Manchester office and leads their consumer business indirect tax team in the North. Paul has been with KPMG for eight years, having previously worked at a mobile phone retailer and insurer following his training at a large accountancy firm. He has worked with a number of retailers, including several co-operatives.
John Atherton, Head of Membership, Co-operatives UK Session: Harnessing the power of members (12-12.45pm) John has worked at Co-operatives UK for 12 years, helping Co‑operatives UK navigate diverse networks and relationships. He has played an integral role in modernising and growing our membership and events activity. Prior to this, John had a career in co‑op, social enterprise and charity development work in Rochdale, where amongst other things he was a director of the local law centre and community transport organisation. John is one of the co‑founders of the worker co‑op solidarity fund supporting the next generation of worker co‑operatives.
Jenny Holsgrove, Head of Culture and Performance, Co‑operatives UK Session: Coaching for performance (1.30-2.15pm and 2.30-3.15pm) Jenny's experience of forming communities, culture change and engagement in the workplace stems from her PhD in community formation. She has worked with local government and the NHS, supporting their strong working cultures. As Head of Culture and Performance at Co‑operatives UK, she supports the organisation to develop and enhance its working environment. She also supports members in areas such as diagnostics; staff surveys; challenging conversations; culture; community formation; values; leadership and coaching.
Angela Lomax, Director, David Tolson Partnership Session: Risk and resilience planning (1.30-2.15pm) Angela has more than 25 years’ experience in housing within the public and private sector. She specialises in governance, strategy and performance management. She is extremely interested in developing new models of governance and accountability. Until 2017, Angela was an independent board member at Rochdale Boroughwide Homes (RBH), the first tenant and employee co‑owned mutual housing society, with over 13,500 homes. Angela’s husband is a baker and director at the Handmade Bakery (HMB), a workers’ co‑operative in Slaithwaite.
Emma Laycock, Head of Co-operative Advice, Co-operatives UK Session: Risk and resilience planning (1.30-2.15pm) Emma is an authority on co‑op best practice and the interpretation of statutory and regulatory requirements. She has extensive experience of advising co‑ops and their boards on best governance practice and co‑operative and society law. She is currently Co‑operatives UK's Interim Society Secretary and has previously held the same role at HF Holidays and the Phone Co‑op. Emma is a member of the Co‑operative Governance Expert Reference Panel and led on the development of Co‑operatives UK’s corporate governance code.
Karen Creavin, CEO, The Active Wellbeing Society Session: Learning from the COVID response (1.30-2.15pm) Karen has over 20 years’ experience working in the public sector, during which she has established a reputation for delivering innovative services. While working for Birmingham City Council, Karen set up the award-winning ‘Gym for Free’ pilot scheme in Ladywood, which was later rolled out across the city as the ‘Be Active’ programme. In 2018, Karen helped establish and later became the Chief Executive of The Active Wellbeing Society, a Community Benefit Society and mutual cooperative, delivering community wellbeing services at scale to deprived citizens. Karen established and chaired Kings Heath Running Club, established Birmingham LGBT organisation, chaired Birmingham Pride, and is a member of Sport England’s Investment Committee. Karen is a keen wild swimmer and has two lovely children.
Rebecca Birkbeck, Director of Community and Social Value, The Co-op Session: Learning from the COVID response (1.30-2.15pm) Rebecca Birkbeck, Director of Community and Shared Value for The Co‑op manages the community activity, including the local community fund, awarding over £60m to more than 21,000 local causes in the last 4 years. Also the Member Pioneers, programme support and connecting people in their local communities. Rebecca’s previous roles include CEO for Join In Trust, built on the legacy of London 2012 encouraging people to volunteer in sport and Deloitte where she was Strategy Director. In 2017, she worked with the Royal Foundation of Duke and Duchess of Cambridge and Prince Harry as part of the Heads Together campaign.
Petra Morris, Society Secretary, Friends of Stretford Public Hall (FoSPH) Session: Learning from the COVID response (1.30-2.15pm) Petra is Society Secretary at Friends of Stretford Public Hall (FoSPH), a charitable community benefit society. Since 2014 we have secured funds of over £1 million. This includes £250,000 via a community share offer from our 800 members. This funding has helped to transform this historic listed building. It’s a place where hundreds of people come to enjoy events, music, creative and wellbeing activities, weddings, and a co-working space. But earlier in the year, in response to Covid, we became a community response hub. Petra's day job is working at Co-operatives UK supporting co-ops.
Danny Hearn, Experience Consultant, Dot Project Session: Case Study: How user insights at Co-operative UK, can be the catalyst for wider change (2.30-3.15pm) Danny is a user experience (UX) specialist with over 18 years’ experience working for a range of high-profile brands and design agencies – as well as smaller start-ups, charities and organisations. He is passionate about enabling teams and organisations to embrace the power of design to unlock new opportunities to engage customers and evolve ways of working.
Wendy Carter, Head of Marketing and Communications, Co-operatives UK Session: Case Study: How user insights at Co-operative UK, can be the catalyst for wider change (2.30-3.15pm) Wendy has worked in the charity sector for nearly 20 years. She helped to re-launch Britain’s last remaining cloth hall into an internationally renowned heritage attraction, established the UK’s largest network of healthy cooking clubs and championed the return of the water vole at her local Wildlife Trust. New to the co-operative sector, Wendy brings a fresh eye to communicating the co-op values and principles to different audiences, and is part of our management team. Outside of work she’s usually found with her nose in a book.
David Alcock, Partner, Anthony Collins Solicitors LLP Session: Managing conduct issues (2.30-3.15pm) David's work began with governance for community regeneration projects, and has developed into supporting all kinds of organisations using enterprise to achieve a social purpose. He writes constitutions and advises on corporate design, as well as advising on contracts, grant funding and social investment. David has lots of experience in establishing community ownership and promoting the co-operative principles through legal structures.
Dennis Tatarkov, Senior Economist, KPMG Session: UK economic outlook (3.30-4.15pm) Dennis Tatarkov is a macroeconomist at KPMG in the UK. Dennis holds an MPhil in Economics from the University of Oxford. Dennis works alongside the Chief Economist of KPMG in the UK to generate research and thought leadership covering a diverse range of topics, including global economic growth, labour markets and regional productivity. His current research projects explore the impact of policies on regional economic growth.
Practitioners Forum 2020 was proudly sponsored by: