#H2MP2013 abc INCLUDES A FREE COPY OF HOW TO MAKE PARTNER AND STILL HAVE A LIFE THIRD AND SUBSEQUENT DELEGATES GO HALF-PRICE BY HEATHER TOWNSEND AND JO LARBIE CPD 5 hours How to Make Partner Developing partners of the future America Square Conference Centre, One America Square London EC3N 2LB Wednesday 24 April 2013 • £295 + VAT Please circulate to: ✓ Associates ✓ Directors ✓ Senior associates ✓ Training managers ✓ Managing partners ✓ Newly appointed partners ✓ Heads of HR and talent management For many working in professional service firms, making partner is regarded as the ultimate achievement and a large number spend their careers chasing that goal. Yet the route to partnership is often unclear, with hidden rules and expectations that no one teaches you as an undergraduate before you enter the professional world. It’s not simply a case of being technically brilliant, putting in the hours and hoping that you will get noticed. So what attributes are needed to make partner? This event will help you take charge of your career and arm you with practical techniques, skills and behaviours to achieve success AND this does not necessarily have to come at the price of your personal life. Based on the highly acclaimed book, How to make partner and still have a life, this event, run by the authors Heather Townsend and Jo Larbie, is a must for all ambitious lawyers and accountants working in professional service firms. What You Will Learn ✓ How to find out what it really takes to make partner in a professional services firm ✓ The core skills, qualities and attributes you will need to make the grade as partner, regardless of the size or type of firm ✓ Ways to quickly build up your own client base to support a successful career as a partner ✓ How to build and develop a business ✓ How to effectively lead and manage others ✓ What to do once you get there ✓ How to make it to the top whilst still having a life outside of work Keynote Speakers Jo Larbie Co-Author of How to make partner and still have a life and Executive Coach, The Excedia Group Heather Townsend Co-Author of How to make partner and still have a life and executive coach, The Excedia Group @heatherTowns Speakers Katherine EverittNewton Resilience Coach & Consultant, Cognitus UK @destressAYD Jamie Pennington Owner, Pennington Hennessy Ltd John Stylianou Director, Actual People Development Ltd @actualpeople David Tovey Managing Director, The Principled Group @principledsell Paul Welling Director, Activ8 Development Chris Williams Learning & Development Consultant, Momentum 4 Panel Jane Howard Partner, Wragge & Co LLP Toni Hunter Partner, George Hay Chartered Accountants Nicky Richmond Managing Partner, Brecher @sayitstraight For more information or to book your place: Telephone: +44 (0) 117 918 1490 Fax: +44 (0) 117 925 0486 Visit: www.jordan-training.co.uk/h2mp Email conferences@jordanpublishing.co.uk Post: complete and return the registration form Please quote your unique reference code found on the registration form overleaf 09:30 A message to Managing Partners, Heads of HR and Talent Management 10:00 Why is talent management a priority for the Managing Partner and the leadership team? Successful talent management delivers significant competitive advantage when your business goals and strategies are the drivers for deciding the attributes, capabilities and skills that your firm needs to achieve its goals. If your firm has already identified its talent pool of future partners, attending How to Make Partner will help your firm to accelerate your future partners’ understanding of what it takes to make partner; introduce your future partners to the skills and capabilities they will need to build and develop to their own practice: take control of their career and become more focused in the contribution to the business; develop excellent client service; lead and manage the people who will work for them; build and develop the interpersonal and self-management skills that will turn into real assets for your firm. Should you decide to attend this event, it will: ✓ P rovide you with an overview of how you should approach the development of your talent pool. It will also help you to understand and think through what your firm must do to address your professional staff’s demands for a better balance in their lives. Speakers: Heather Townsend and Jo Larbie 10:45 Stream 1: Managing Yourself 11:00 • The five essential elements of personal resilience • The three key beliefs which lead to stress •How to discover your personal warning signs of imminent stress • Why stress is a choice, and how to choose wisely Speaker: Katherine Everitt-Newton 11:45 12:15 to do to make a valuable contribution to your firm and clients Creating and writing your career plan The importance of creating and writing the career plan for achieving your goals is explained. Jo will lead your through: • Why set goals? • How to get started • Who to involve in identifying and creating your goals • Writing your career action plan support that will help your firm to build partners with the capabilities and skills that your firm needs to be sustainable and profitable. ✓ M ore focused professionals who understand what they need Destress for success – everything you need to know about managing your stress levels to achieve peak performance at work Recognise the signs of stress, the beliefs and attitudes that contribute to stress and what you can do to create a more resilient life. In this session you will learn: ✓ E nable your firm to create a range of learning and skills What will firms get for their investment? Plenary session: How do you have it all – partnership AND a life? Heather Townsend and Jo Larbie, gritty opening session will shine a light on what partnership in the 21st century really means. We will explore your personal motivations for wanting to make partner, and help you find a route •Communicating and getting feedback on your progress Speaker: Jo Larbie 13:00 14:00 How to make the time to fit it all in Getting to partner and still have time for a life outside of work is going to take hard work and discipline. In this session, Paul Welling will share his tried and tested techniques for: ✓ P rofessionals who better understand what they need to do if they want to make partner ✓ Targeted investment by the firm in the learning and •Setting motivating personal goals, which you still achieve, even when times are tough development of its future partners who should hit the ground running •The importance of being able to think laterally, and develop creative solutions to allow you to achieve more things than you thought originally possible ✓ Improved performance and delivery by partners in their first 12 months • Making things happen, such as time to build your own client portfolio Speaker: Paul Welling Plus … ✓ A FREE copy of How to make partner and still have a life worth £29.99 for every delegate ✓ A day of CPD training from expert speakers ✓ The opportunity to ask questions on all subjects covered ✓ Comprehensive notes to use in the office ✓ Lunch and refreshments ✓ The chance to buy selected Jordans’ publications , eBooks 14:45 15.00 Health is wealth … optimum energy, optimum performance How to stay in ‘the zone’ by understanding the sustainable behaviours that build resilience and fuel success … both at work and at home. You will leave the presentation with strategies and techniques that will enable you to take responsibility of your own health, renew your energy, increase your performance at work and create a better work-life balance. Topics covered will include: • The optimal zone … are you there right now? … if not why not? and online services at 20% discount •How to create coping strategies that protect you at the top and build resilience to overload and stress Who should attend? •Honoring your bodies’ design by creating a ‘health bank account’, based on sound investment … one of which is activity Associates, senior associates, directors and newly appointed partners working within professional service firms, managing partners, heads of HR, talent management and heads of training. •Practical planning for optimal performance and a more effective work/life balance Speaker: Chris Williams Continuing Professional Development CPD 5 hours Under the Solicitors Regulation Authority, ILEX’s Continuing Professional Development Schemes and the Bar Standards Board New/Established Practitioner Programmes this event will receive a credit of 5 hours. 15:45 16:15 Plenary session: Lessons from the frontline Panel question and answer session with hand-picked partners and experts from the day 16:45 Plenary session: Taking the final step to partner and beyond In this closing keynote, Jo Larbie will talk you though the final hurdles to making partner and what you need to do to successfully make it as partner going forward. Speaker: Jo Larbie 17.30 Registration through which will allow you to make partner and still have a life. Throughout this session we will provide advice, guidance and tips that you can easily apply to help you get noticed by the partners in your firm, and make your journey through to partner without sacrificing what is important to you. Move into streams Stream 2: Managing Others How to successfully tackle courageous conversations We are faced with holding courageous conversations all the time. A courageous conversation is anything you find hard to talk about, It appears that whether one chooses to confront or ignore an issue, the perceived consequences are always negative. In this interactive session we will discuss: • The tools and techniques required to manage a courageous conversation • A stepped approach to managing courageous conversations •How to ensure you that get the best possible outcomes when trying to overcome the inevitable conflicts that arise in business and in your personal life Stream 3: Building a Client Portfolio Principled selling, from partner centric technical expert to client centric commercial adviser David will share with you: • How to win more of the right clients at the right fees • How Principled Selling builds trusted relationships •How to demonstrate you are a commercially aware adviser •A four stage business development process guaranteed to grow your client base Speaker: David Tovey Speaker: John Stylianou Coffee Break Running a successful performance review How to build your network for life Part of any manager’s role is to manage the performance of their team. This interactive session will run through the responsibilities of a manager in succesfully conducting a performance review. This session will explain how your network will be the foundation on which you successfully build your platform to make partner. During this practical and interactive session, Heather will show you: This session will look at the key elements of a performance review and the key skills required by a manager to successfully deliver a review that will challenge the performance of their team. More specifically we will look at: • How to go from networking to winning business, including how to follow up effectively • How to provide effective feedback •Easy daily and weekly routines to nurture and develop your network, even during busy periods • How to create a development plan • How to set challenging objectives • How to manage under performance. Speaker: John Stylianou •The steps you need to take to build your own personal networking strategy to help you get to partner •How to use online networking to reduce the amount of time away from your desk spent networking Speaker: Heather Townsend Lunch The seven secrets to building and developing a high performing team How to become the ‘go to’ expert There are not supposed to be secrets. Building and developing a high performing team is at the core of a successful law firm – it’s what changes you from a talented lawyer to a profitable business person. How to develop your profile so that you are seen as the ‘go to’ expert, not just within your firm but your target marketplace. During this practical and interactive session, Heather will show you: • What makes professionals difficult to lead? •How to choose your niche and specialism, so that you become strategically important to your firm •What is the difference between leadership and management? • Why your leadership model is probably wrong • How to build life-long loyalty Come along to the session and be changed for ever Speaker: Jamie Pennington •How to build your proposition and personal brand, so that you attract referrals and opportunities to you •How to use traditional ways, e.g. public speaking, and non-traditional ways, e.g. blogging to build your profile so that you build your client portfolio with the right type of clients Speaker: Heather Townsend Change streams Motivating smart people How to secure an instruction from a client meeting In this session David will share with you: Meeting people is lovely. You can make new friends and easily fill in a quiet diary. But this is not enough. You need to sell, not just build friendships. In this short session Jamie will explain: • Why motivating smart people is different • What really motivates them • The characteristics of inspirational leaders • The management DIET - how to engage smart people Speaker: David Tovey •The four key skills that will enable you to get instructed with your integrity intact • The three key stages to a successful meeting • The two things that separate the pros from the amateurs • The one thing you must do It’s the stuff that IBM and major consultancies use. Coming to this session must surely be worth 45 minutes of your life. Speaker: Jamie Pennington Coffee Break Panel: Nicky Richmond, Managing Partner, Brecher / Toni Hunter, Partner, George Hay Chartered Accountants / Jane Howard, Partner, Wragge & Co LLP • Building your personal business case • Succeeding at your interview • Your first 100 days END OF CONFERENCE KEYNOTE SPEAKERS Jo Larbie Heather Townsend Jo helps firms achieve their business goals through developing the performance of their people. She is co-author of ‘How to make partner and still have a life’. Jo is a leading thinker in the world of talent management for professional services. In this book she draws on her twenty years of professional and personal experience as a lawyer, consultant, academic and senior international executive in global firms (DLA Piper, Andersens, BDO, Eversheds). Jo has a deep understanding of the professional services sector, and specialises in identifying and developing future talent and leaders. She has been personally responsible for many hundreds of professionals successfully taking the step up to partner. Jo was a Council and Standards board member of the Law Society of England and Wales, and chair of its Training and Education Committee. She is the HR editorial board member and a regular contributor of a leading professional services magazine, Managing Partner . Heather helps professionals become the go-to-expert. She is the co-author of ‘How to make partner and still have a life’. Unusually for someone with an Engineering Degree, she accidentally became a writer and used her knowledge on social media to write the current best-selling and awardwinning book on networking, The FT Guide To Business Networking. People frequently talk about her as someone who really knows her stuff – which may be the reason she has, over the last decade, worked with over 200 partners, coached and trained over 1000 professionals at every level of the UK’s most ambitious professional practices. Co-Author of ‘How to make partner and still have a life’ and Executive Coach, The Excedia Group Co-Author of ‘How to make partner and still have a life’ and Executive Coach, The Excedia Group @heatherTowns SPEAKERS Katherine Everitt-Newton Resilience Coach & Consultant, Cognitus UK @destressAYD Katherine is a Resilience Coach. She has come to coaching from a long career as a management consultant specialising in business process improvement and change management. Whilst working on corporate transformation projects she became interested in the resistance arising from the conflict between an organisation’s drive for improvement and an individual’s control of change. This led to an interest in coaching and helping individuals drive their own expressions of personal growth and fulfilment. Experiences working away from home for long periods on very large, high pressure programmes gave Katherine an appreciation for the impact of stress on the successful implementation of complex projects. The search for office-friendly stress techniques inspired a passion which led to her work in stress relief for office workers. Her belief is that the current wisdom that tells you to eat right, exercise, avoid caffeine and drink less alcohol just doesn’t work, otherwise we would all be size zero, Zen monks. Her open, friendly and straight-talking approach successfully integrates the two sides of the stress dilemma; controlling it whilst you are experiencing it and eliminating the causes to minimise the impact on your life or work. Katherine provides one-to-one coaching on issues of personal, work/life and organisational resilience and stress. She also offers shorter workshops on techniques for unobtrusive, office-friendly stress relief. Her longer workshops help participants understand their personal stressors and learn methods for building resilience and restructuring one’s life to effectively and practically eliminate long-term stress. Katherine is an energetic and enthusiastic speaker about resilience and stress control. She regularly shares her “Top Tips for Stress Relief”. She is an advocate of using humour and creativity to combat stress. You can find out more about Katherine and her work at www. cognitusuk.com or follow her daily stress relief tips at @destressAYD. Jane Howard Partner, Wragge & Co LLP Jane is partner in the Commercial Litigation team and has nearly 20 years’ experience advising on commercial litigation and the defence of claims against financial professions, primarily accountants. Her clients include ‘Big Four’ firms, many other leading UK-based accountancy firms, as well as numerous international networks and associations of such firms. Over the past nine years, Jane has acted for two-thirds of the Top 20 UK accountancy firms and 13 of the Top 25 international networks. She has also won work from, and represented the interests of, professional indemnity insurers, and actuarial and pensions professionals. A recognised industry expert, Jane has been a judge on the prestigious ‘British Accountancy Award’ for the past two years and is regularly consulted by the professional body ICAEW on a range of issues requiring legal input. Jane started her career at Simmons & Simmons where she became the first woman in the history of the firm to make Equity Partner having already started her family (she had three children under three years old at the time). She moved to Reynolds Porter Chamberlain where she led the establishment of and headed up their Accountants Liability Group (2003-2011) and was Group manager of their market leading Professional Risks Group (2006-2011). Jane moved to Wragge & Co in May 2012 attracted, in part, to the firm’s more enlightened approach to flexible working arrangements. Toni Hunter Partner, George Hay Chartered Accountants George Hay is a seven partner (soon to be eight) general practice firm based in Hertfordshire, Bedfordshire and Cambridgeshire. Toni joined George Hay’s Huntingdon office in 1997 as a trainee studying AAT. She qualified with ACCA in 2001 and became the firm’s first female partner in 2007. Toni is responsible for advising owner-managed businesses with a focus on developing management information that will help drive a business forward, as well as general audit, accounting and taxation services. She specialises in assignments involving the Financial Services industry and the not-for-profit sector having gained the Institute of Chartered Accountants Diploma in Charity Accounting. Toni is known for her friendly, non-technical approach to delivering excellent client service. Since qualifying, Toni has been a keen business developer for the firm, having chaired the local business network and embraced social media. She is also the firms MLNO and Training Partner. Jamie Pennington Owner, Pennington Hennessy Ltd Jamie has been working with professional service firms for over 15 years. His LinkedIn profile gives more detail plus the obligatory testimonials from his friends and his weekly blog entertains and educates hundreds of lawyers every week. At the core of his work is behavioural change – helping people discover the skills, knowledge and attitude necessary for them to define their success and then achieve it. Nicky Richmond Managing Partner, Brecher @sayitstraight Nicky is a property and property finance lawyer with over 25 years experience in the field and joint managing partner at Brecher solicitors. She started her career at a niche law firm in the West End, which merged with a City firm, merged again with a US firm and ended up, through a series of mergers as one of the world’s largest law firms. Nicky decided she had never really wanted to leave that niche West End firm so, after over 20 years without actually changing jobs, she re-joined some of her original partners in 2007 and has never looked back. Nicky is recommended in Legal 500 as someone who “articulates complex legal issues clearly”. Not something all lawyers seem to be able to achieve. Nicky regularly writes for the property and legal press and has been published in the Daily Telegraph and the Financial Times, as well as having a regular blog in Estates Gazette and The Lawyer Magazine. She is The Lawyer’s regular restaurant reviewer and has her own food blog on http://nicolarichmond.wordpress.com/. Her legal commentaries are found at http:// sayitstraight.wordpress.com/. You can follow her on Twitter @saysitstraight and @thefoodjudge. John Stylianou Director, Actual People Development Ltd @actualpeople John is a highly energetic and experienced Learning and Development Consultant, who worked in a Top 5 accountancy organisation for much of his career before starting his own company in March 2009. John spent the first part of his career in a client facing role, within the accountancy profession offering accountancy and audit services to a variety of clients including SME’s and larger corporates. He moved into a learning and development role because of his interest in learning and mentoring and now has over 25 years of experience in learning and development. Qualified in a range of psychometric profiling tools, including Myers Briggs Type Indicator (MBTI), Insights, SDI and TMSDI, he has a passion for delivering learning and development solutions to the highest standards, and is committed to adding value to any organisation. As a facilitator, John has worked with teams to establish a vision and strategy for their business and to help them plan and implement that strategy over a period of time. As a business and personal coach, John has worked with partners, directors and managers to help them establish their personal goals, and to challenge them to achieve those goals. As a trainer and developer, John has vast experience in all areas of leadership, management, and commercial and interpersonal skills development. He has designed and delivered learning and development solutions for businesses in many sectors, but has particular experience in the professional service sector having spent time in the client facing environment in addition to the classroom. David Tovey Managing Director, The Principled Group @principledsell David is a prominent business development specialist who works with professionals and technical experts to help them make the transition from partner centric technical experts to client centric commercial advisers. Author of ‘Principled Selling – How to win more business without selling your soul’ David has worked with hundreds of partners and directors, developing their ability to win business ethically and with integrity and to become inspirational leaders of smart people. With a corporate career that included roles as marketing director and managing director, David heads up The Principled Group, a team of content marketing and business development specialists. A full member of the Professional Speakers Association, David is a popular and motivational speaker on business development and leadership in the UK and Internationally. Paul Welling Director, Activ8 Development Paul has worked in management for over 25 years and has spent most of the last 17 years developing senior executives, managers and staff. With a management development career that started as a British Army officer, Paul moved into the commercial world first with British Airways, where he led a Corporate Training team and then onto BDO, a leading accountancy firm. He has mainly been responsible for the development of partners, directors, managers and staff in commercial, management, leadership and personal skills. Paul’s expertise is in the sales/business development workshop facilitation and coaching, in addition to running business improvement initiatives. He also runs leadership, management and personal skills programmes including leading international management programmes in the UK, Europe and Africa. Paul combines a pragmatic and energetic approach to his consultancy and capability development work which is underpinned by the desire to help people develop and improve. In his spare time he is studying an MSc in ‘Business Improvement Leadership’, for which he recently explored the sales culture in a leading firm. Paul is the director for Activ8 Development where they focus on designing and delivering exceptional learning and development solutions. Activ8 focuses in particular on the capability development of professional services firms in the following areas: commercial development, leadership and management development, personal skills, coaching and consultancy. Chris Williams Learning & Development Consultant, Momentum 4 Chris has worked in learning and development for over 18 years, specialising in the key areas of performance management and work-life balance. Working primarily at partner/director level, his client list includes large financial services companies, law firms, national sports teams and individual athletes. Richard Jordan set up a company formation agent business in Chancery Lane, London in 1863 and 2013 sees Jordans celebrating 150 years in business. In celebration of our anniversary we hope that our clients and partners, and the wider business community, will join with us not only to celebrate this significant milestone, but also to help us achieve our goal of raising £150,000 for the Jordans 150 charitable fund. To find out more please visit www.jordans150.com abc Step 1 REGISTER TODAY ADMINISTRATION NOTES I would like to register for the following event: How to Make Partner Third and subsequent delegates go Fee: £295 + £59 VAT = £354 per delegate half price alf price fee (applicable for third and H subsequent delegates): £147.50 + £29.50 VAT = £177 per delegate Delegates will be contacted to select their sessions prior to the event Organisations registering 3 or more delegates at the same time, are entitled to send a third and subsequent delegates, at half-price. In the event that cancellation reduces the total number of delegates below 3 then the full price for each remaining delegate becomes payable. BOOKING TERMS Send your form with your cheque, enter your credit card details, or ask to be invoiced (customers with existing credit account only). *Telephone bookings are only accepted if paid by credit card. All invoices for this event must be paid within 30 days of the invoice date. 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