Employee Ownership Association

The voice of co-owned business

The Employee Ownership Conference

The Employee Ownership Association 1-day Conference for co-owned businesses, companies considering employee ownership, and employee ownership experts.

Wednesday 11 November 2009 -
National Exhibition Centre, Birmingham International.

The Programme

10.00 – 10.30

Registration and coffee

10.30

Chair’s introduction
Peter Stocks, Chair, Employee Ownership Association

10.40

Plenary Keynote 1
MELTDOWN, RECESSION AND CASINO CAPITALISM – PERFECT TIMING FOR EMPLOYEE OWNERSHIP?
William Davies, author, ‘Reinventing the Firm’, Demos

Likely to be one of the most influential think tank papers of the year, Reinventing the Firm was commissioned by the John Lewis Partnership, and will be published in October

11.00

Plenary Keynote 2
GETTING THE LEADERS WE DESERVE

David Erdal, author, ‘Local Heroes – how Loch Fyne Oysters embraced employee ownership and business success’

Already at work on a second book to follow his acclaimed ‘Local Heroes’, David was the first managing director of the Baxi Partnership and led papermakers Tullis Russell into co-ownership

11.25 – 12.15 The Fundamentals - Choose 1 Of 4 Syndicates
Syndicate A

Making The Transition To Employee Ownership

11.25 – 12.15

Chair: John Alexander

Case Study presentations:

Three companies describe their recent experience of moving to employee ownership – two employee buy-outs and one co-owned start-up

Syndicate B

Numbers Vs Values: The Employee Ownership Challenge For Leaders

11.25 – 12.15

Chair: Jenny Charteris, managing director, CPCR

Case Study presentations:

  • Dave Routledge, organisational development director, eaga plc
  • Kim Steward, chair, eaga Partners’ Council
  • Download this presentation [PDF]

In-depth view on how one company has tackled this potential dilemma for any co-owned company - seen from the executive and employee representative viewpoints

Syndicate C

How To Give Employees A Real Voice In The Business

11.25 – 12.15

Chair: Carole Leslie, partner, Baxendale

Case Study presentations:

An employee owned health service social enterprise and an engineering and construction consultancy illustrate different approaches to ensuring co-owners have a meaningful voice in the business

Syndicate D

Recruiting For Employee Ownership: A Question Of Attitude?

11.25 – 12.15

Chair: Patrick Burns, executive director, Employee Ownership Association

Case Study presentations:

Recruiting and inducting managers and other staff who will ‘fit’ your culture and ownership set-up is a vital skill for co-owned businesses. A manufacturing and
services company explain their approaches.

12.15-13.15 Lunch and networking
 

Optional Lunchtime Roundtable Discussions

Roughly 30 minute, facilitated topic discussions during the conference lunch-break. See Registration Form for how to opt in.

  • Employee buy-outs Q&A – John Alexander, managing director, Baxi Partnership
  • What should be in EOA’s election manifesto submission? – Nigel Mason, policy director, Employee Ownership Association
  • HM Revenue & Customs Q&A – Kevin Meehan, technical adviser, HMRC; Jonathan Oxley, managing partner, Lee & Priestley; Graeme Nuttall, tax partner, Field Fisher Waterhouse LLP
13.15 Plenary Workshop
MAKING EMPLOYEE OWNERSHIP REAL FOR ALL CO-OWNERS
Patrick Burns, executive director, EOA

13.35

Plenary Keynote 3
THE CHALLENGE OF GROWTH FOR CO-OWNED COMPANIES

John Clough MBE, former chief executive, eaga plc.

Download this presentation [PDF]

John Clough led this energy efficiency services company from four employees in 1990 to more than three thousand partners and over £500 million turnover today

14.00 – 14.50 Key Challenges - Choose 1 Of 4 Syndicates
Syndicate E

What Do The Customers Think?
Making Employee Ownership Count With Clients

14.00 – 14.50

Chair: TBC

Case Study presentations:

Two co-owned companies who check clients’ view of their ownership status explain how they do this, reveal the results, and highlight ways of exploiting the co-ownership advantage with customers

Syndicate F

Do We Really Know What The Co-owners Think?
Getting More From Employee Surveys

14.00 – 14.50

Chair: Nigel Mason, policy director, Employee Ownership Association

Case Study presentations:

Over 70,000 employee co-owners are covered by the staff attitude surveys conducted regularly by these three companies. Hear about each survey’s design and content; how it’s carried out; what it reveals; and how each company acts on the results

Syndicate G Managing Tough Decisions, Not To Mention Recession,
in a Co-owned Firm

14.00 – 14.50

Chair: Andrew Gunn, board member, Employee Ownership Association

Case Study presentations:

  • Peter Beeby, founder and non-executive director, School Trends
  • Louise Wills, head of HR, School Trends
  • Barry Cooke, chief executive, Make

Two employee representatives – one in a major wholesaler, the other in the school uniform business – give their perspective on what it takes, for reps and the business, to make a success of the representative role

Syndicate H Employee Representatives: The Role, The Skills, The Challenges

14.00 – 14.50

Chair: Andrew Harrison, partner, Baxendale

Case Study presentations:

  • Terri Roan, planning team leader/Governing Council, School Trends
  • Download this presentation [PDF]
  • Gary Power, employee representative, Trust Board, Parfetts

Two employee representatives – one in a major wholesaler, the other in the school uniform business – give their perspective on what it takes, for reps and the business, to make a success of the representative role

14.50 – 15.10 Break
15.10 – 16.00 Continuous Improvement - Choose 1 Of 4 Syndicates
Syndicate I

Employee Ownership Health Check –
New Ways To Assess And Develop How Co-ownership Is Working

15.10 – 16.00

Chair: Patrick Burns, executive director, Employee Ownership Association

Case Study presentations:

Practical guidance on how to test and improve the effectiveness of your employee ownership - based on assessment tools developed for the vibrant employee owned sector in the USA.

Syndicate J

Shares, Trusts And Tax Audit:
Have You Got The Ownership Structure You Need?

15.10 – 16.00

Chair: Ann Tyler, company secretary, Employee Ownership Association

Case Study presentations:

  • Claire Gough, head of HMRC Employee Share Schemes Unit
  • Kevin Meehan, operations manager and technical adviser, HMRC approved share schemes and Enterprise Management Incentives
  • Download this presentation [PDF]
  • Graeme Nuttall, tax partner, Field Fisher Waterhouse LLP and legal adviser to EOA
  • Download this presentation [PDF]
  • Jonathan Oxley, managing partner, Lee & Priestley LLP
  • Download this presentation [PDF]

Heavyweight expert advice is on hand in this session to help you evaluate your company’s use of share plans, trusts and tax advantages, and what you might need to change

Syndicate K

Time To Review Governance?

15.10 – 16.00

Chair: Andrew Gunn, board member, Employee Ownership Association

Case Study presentations:

  • Fred Bowden, chairman, Tullis Russell Group
  • Eileen Jarrett, chair, Employee Ownership board, Tullis Russell Group
  • Download this presentation [PDF]

Employee owned papermakers Tullis Russell have just completed a major review of their longstanding governance structure, and made radical changes to it. Two company figures explain why the review happened, how it was conducted, what it decided and how changes were implemented.

Syndicate L How Do You Create An Employee Ownership Culture?

15.10 – 16.00

Chair: TBC

Case Study presentations:

  • Michael Thompson OBE, chief executive, Child Base
  • Andy Davies, business development, director, Gripple

Widely respected for their culture of involvement and ownership, a manufacturing company and children’s nurseries provider explain what they do to ensure employees feel like co-owners

16.05 – 16.30

The Conference Takeaway

High speed plenary session to help delegates take away practical ‘how-to’ tips, do’s and don’ts, key lessons – and turn ideas into action in their own companies

16.30 Conference Ends

Conference supported by:
Lee & Priestley LLP
Field Fisher Waterhouse

 

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