HRi

Family Policies & Discrimination
2022-01-26 11:00 UTC | Via Zoom, United Kingdom
Webinar run by Freeths LLP

About this event

We are delighted to be joined by our legal partner Freeths LLP on 26 January when they will be taking us through the current family friendly rights afforded to employees and the latest discrimination cases involving family friendly rights.

Investigative interviews
2022-01-19 12:30 - 13:30 | Via Zoom, United Kingdom
Investigative interviews – a model to help get the most out of those you are speaking to.

About this event

This event is for independent HR Consultants running their own business or stand alone HR professionals who are involved in grievance and disciplinary investigations.

What you will get from the session
We will be discussing Kate’s favourite interview model and how to practically apply this in a number of scenarios that HR practitioners face on a regular basis, the PEACE model of interviewing and within this:

How to prepare for an interview – this includes case related, physical and mental preparation
How to engage your interviewee and get their account
Why challenging the account and gaining clarity is important
Closing the interview and ensuring risks are managed
Post interview actions

Testimonials
“First and foremost, what a session! It was expertly delivered with lots of practical and informative takeaways…. We had the highest number of questions we’ve ever had on a session”

About the presenter

Kate Marston a CIPD qualified, former Detective Sergeant in the Metropolitan Police who went on to lead the investigations function at a FTSE 100 global luxury brand.
Kate’s first-hand experience as an investigator as well as time spent completing investigative certifications / interview courses and reviewing other people’s investigations means she has a wealth of insight and perspective to share.

Finance for HR Consultancy business owners
2022-01-11 12:00 - 13:30 | Via Zoom, United Kingdom
Everything you wanted to know about Finance but were too afraid to ask.

About this event

This webinar is designed for people with no financial background or training and who have started, or are starting, their own HR consultancy business.
We will cover all the basics of finance that a small company owner must be comfortable with, including:

· The simple disciplines required for good financial health

· Areas that often get overlooked but that can easily lead to problems

· Profit & Loss accounts

· Balance sheets

· Cashflow statements

Join Paul Barlow an experienced CFO who will share not only all the facts but also his insight about what business owners get right.
You will leave the webinar with a clear plan about what you need to attend to in your business and the confidence to do so.

About the presenter
Paul Barlow is an international CFO who has spent most of his career in transport/infrastructure at some of the sector’s most recognisable names. He has worked in all sizes of companies right across the range of funding models: from FTSE listed companies, to flagship public sector projects, to private equity backed organisations, and to owner-managed SMEs and start-ups. He has worked all over the world and lived and operated in Spain and Germany, speaking both languages fluently.

Outside of work, Paul likes nothing better than to go camping with his wife and children or surfing with friends.

HRi Christmas Social (Members only)
2021-12-15 11:00 - 12:00 | Via Zoom, United Kingdom
It’s that time of the year again! Join us for our exclusive HRi Member Virtual Christmas Party

About this event

To mark the beginning of the festive period, we are inviting all our HRi Members to join us for a virtual Christmas get-together. ?
The theme this year is Coffee and Mince pie, but if you are feeling more bubbly… bring along some of that, too! ?

Hope to see you all for some festive fun!

Please note this event is for HRi Silver, Gold and Platinum members only.

COVID and Data Protection
2021-11-18 10:30 - 11:30 | Via Zoom, United Kingdom
COVID and Data Protection

About this event

We are delighted to be joined by our legal partners Freeths on 18 November, where Amanda Trewhella and Amy Brokenshire will take us through recent COVID-19 developments, including:

The latest advice for pregnant employees
New guidance on making late and amended CJRS claims
The latest on mandatory vaccines in the workplace
Key data protection issues arising if checking vaccination status or the COVID pass
Q&A

Your hosts:
Amanda Trewhella, Managing Associate Employment Lawyer at Freeths LLP
Amy Brokenshire, Director at Freeths LLP

Please note, by registering you agree to share your details with our legal partner, Freeths. To opt out, please let us know by emailing: hello@hrindependents.co.uk

Pricing for Profit – A fair return for the value you bring
2021-11-17 12:30 - 13:30 | Via Zoom, United Kingdom
Pricing for Profit – A fair return for the value you bring, a session run by Ben Rendle on how to maximise profitability of your business.

About the presenter/business:
Ben Rendle spent over 20 years maximising the profitability of the businesses he has worked with.
He used his learnings from this period to build a 6-figure accountancy practice in under twelve months and subsequently built a financial coaching business creating his signature program The Profit Formula TM to help other consultants to do the same.
Pricing & packaging is so important to the success of your practice that it is one of the foundational milestones The Profit Formula TM.
In the session Ben will share his hard learned knowledge on both the mechanics and psychology of pricing.

What you will get from the session:

Why getting your pricing right matters
How to position yourself in the market
Understand your pricing options
How to command a premium price

Testimonials/recommendations:
“I have worked with Ben for over a year now, and as someone that has had to learn a lot in a short space of time, Ben has been fantastic. His knowledge and his network of contacts has really been influential in growing this business. He was also able to offer a bespoke package that worked perfectly for our needs. He’s a top bloke and would highly recommend his services!”
Lewis Robling

Founder at Cocabana Ltd

“Ben has been fantastic from start to finish. Extremely diligent and patient, showing the upmost professionalism. I would highly recommend Ben to anyone. Thanks again.”
Jack Lea

Founder, Standeasy Coffee

“Great help and support throughout. Explains and simplified each task to help understand the process”
Carole-Anne Owen

Founder, CAO Selection

Finance for HR Consultancy business owners
2021-10-21 10:30 - 12:00 | Via Zoom, United Kingdom
Everything you wanted to know about Finance but were too afraid to ask.

About this event

This webinar is designed for people with no financial background or training and who have started, or are starting, their own HR consultancy business.

We will cover all the basics of finance that a small company owner must be comfortable with, including:

· The simple disciplines required for good financial health
· Areas that often get overlooked but that can easily lead to problems
· Profit & Loss accounts
· Balance sheets
· Cashflow statements
· Tax

Join Paul Barlow an experienced CFO who will share not only all the facts but also his insight about what business owners get right.

You will leave the webinar with a clear plan about what you need to attend to in your business and the confidence to do so.

About the presenter
Paul Barlow is an international CFO who has spent most of his career in transport/infrastructure at some of the sector’s most recognisable names. He has worked in all sizes of companies right across the range of funding models: from FTSE listed companies, to flagship public sector projects, to private equity backed organisations, and to owner-managed SMEs and start-ups. He has worked all over the world and lived and operated in Spain and Germany, speaking both languages fluently.

Paul has been involved with Amelore, a company set-up by one of HRi’s founders, for many years and has supported HRi in the background since its inception.

Outside of work, Paul likes nothing better than to go camping with his wife and children or surfing with friends.

TUPE Overview
2021-10-20 12:30 - 13:30 | Via Zoom, United Kingdom
We are delighted to be joined by our legal partners, Freeths LLP on 20 October for a webinar on the foundations of TUPE.
Amanda Trewhella and Amy Brokenshire will take us through the principles of the Transfer of Undertakings (Protection of Employment) Regulations including:
· When does TUPE apply?
· How does it affect employees?
· What process must you follow?
· What are the consequences of getting it wrong?
The session will also include a Q&A.

Please note, by registering you agree to share your details with our legal partner, Freeths. To opt out, please let us know by emailing: hello@hrindependents.co.uk

Health, Mental Health and Wellbeing at Work: What good looks like
2021-10-14 12:30 - 13:30 | Via Zoom, United Kingdom
Health, Mental Health and Wellbeing at Work: What good looks like. HR’s role and how to support your clients with this

About this event

An event for Independent HR Consultants running their own business, and HR professionals (Stand alone and internal)
What you will get from the session:

Why Organisational Wellbeing and Mental Health is now a core part of any People Proposition
What’s happening now; post pandemic working
What good looks like – strategy, stakeholders, leadership
The role of HR in health, mental healh and wellbeing
How to support your clients

About the presenter
Amy McKeown is a strategic consultant, engaging speaker and respected writer within health, mental health, wellbeing and women’s health. Specialising in creating and delivering measurable strategies – which are both innovative and realistic – Amy coaches organisations of all sizes to educate, empower and change behaviours on an individual and systemic level.

With 20 years of varied experience, Amy combines a clinical background, specialising in psychology, with deep subject matter expertise in mental health, occupational health, health analytics and health insurance.

Amy’s breadth of clients is similarly unique. From creating an award-winning strategy for corporate giant EY to writing a holistic wellbeing programme for a FTSE100, Amy also works with SME’s, vibrant start-ups and more recently governing bodies and parliaments.

Her innovative solutions and somewhat controversial insights have truly shaken up the UK’s health, mental health and wellbeing scene – inspiring peers, organisations and exhibitions to rethink haphazard and unresearched approaches to mental health.

In 2021 Amy decided to launch her own digital conference on a subject matter she is deeply passionate about; women’s health. ‘The Business of Being a Women’ is the first conference that combines women’s health, mental health, wellbeing and business, covering topics such as menstruality, motherhood and leadership in the workplace. The Business of Being a Women will return in 2022.

Testimonials:
Amy was a delight to partner with when she helped us design our global Wellbeing strategy and associated framework / governance. Her knowledge and informed approach are highly recommended”
– FTSE100 BRAND

The HRi Indie Fee Survey Big Reveal
2021-09-30 12:30 - 13:30 | Via Zoom, United Kingdom
The HRi Indie Fee Survey Big Reveal

About this event

We know from talking to our members that many independent HR and People professionals agonise over what to charge where to pitch their pricing. So HRi, in collaboration with one of our accredited and Platinum members, Charles Goodman, have recently surveyed the independent HR community to gather data to provide a guide to help others ensure they are setting competitive prices that reflect their knowledge, experience and the value they are adding.

Thank you to everyone who completed the survey. We’ve been working hard over the last few months and are now excited to finally be in a position to share the results.

As always, we’ll ensure that this will be an engaging and interactive session with the opportunity to discuss, share observations and ask questions.

Sign up now to secure your place and be one of the first to hear the results.

Setting up a profitable and sustainable HR consultancy business
2021-09-29 11:00 - 12:00 | Via Zoom, United Kingdom
Practical tips on how to set up a profitable and sustainable HR consultancy business

About this event

Are you new to consultancy or thinking about going out on your own? Come and learn more about how to effectively set up your own consultancy, and how to ensure it is profitable and sustainable. We will give you practical tips on setting up and running your HR consultancy.

For this special session we are delighted to be joined by expert Paul Barlow.
Paul Barlow is an international CFO who has spent most of his career in transport/infrastructure at some of the sector’s most recognisable names. He has worked in all sizes of companies right across the range of funding models: from FTSE listed companies, to flagship public sector projects, to private equity backed organisations, and to owner-managed SMEs and start-ups. He has worked all over the world and lived and operated in Spain and Germany, speaking both languages fluently.
Paul has been involved with Amelore, a company set-up by one of HRi’s founders, for many years and has supported HRi in the background since its inception.
Outside of work, Paul likes nothing better than to go camping with his wife and children or surfing with friends.

The hidden dynamics of team performance
2021-09-16 10:00 - 11:00 | Via Zoom, United Kingdom
Leadership author Jude Jennison reveals the 12 hidden dynamics that occur in every team, explores the common problems that occur in teams and explains how to lead change more effectively.

About this event

How do you align your senior leadership team for fast-paced change?

In today’s hybrid workplaces, keeping a team aligned and connected requires new ways of leading and communicating. Teams have become more disconnected and fragmented thanks to remote working and stress caused by the uncertainty of the pandemic. Teams are made up of brilliant individuals but the quality of the relationships and communication within the team can accelerate or hinder commercial success.
In this webinar, leadership and team performance author and coach, Jude Jennison, draws on a decade of exploring non-verbal behaviour in senior leaders and teams to reveal the hidden dynamics that occur in every team and sabotage performance.

This webinar will cover:
• Understand how non-verbal behaviour influences relationships and results
• Discover the critical problems that derail even the best of teams and how to overcome them
• Explore 12 hidden dynamics of team performance, including:
o The Organisation model – 3 team roles that are critical to align a team
o The Pillars of vitality – 3 ways to create vitality in the team under pressure
o The Understanding approach – 3 levels of non-verbal awareness that increase understanding of different approaches
o The Stories blueprint – 3 unconscious stories that everyone tells themselves that impact relationships and cause division

Autumn Employment Law Update- Freeths
2021-09-09 11:00 - 12:00 | Via Zoom, United Kingdom
On 9th September we will be joined by our legal partner, Freeths LLP for a roundup of changes to employment law and a look ahead to the future developments HRi’s should be aware of.
Amanda Trewhella and Lynne Ingram will provide an overview of some of the most important developments and cases that have taken place in recent months with a particular focus on the cases now coming through the employment tribunals relating to COVID.
They will also discuss employment law changes on the horizon and current hot topics including managing the return to the workplace and monitoring employee’s vaccination status
Will have time for a Q&A at the end of the session and if you would like to submit a question in advance feel free to do so by emailing: hello@hrindependents.co.uk
Please note, by registering you agree to share your details with our legal partner, Freeths. To opt out, please let us know by emailing: hello@hrindependents.co.uk

Developing Your Mental Fitness
2021-09-07 10:00 - 11:00 | Via Zoom, United Kingdom
Professional Development Programme

About this event

Mental Fitness is the X-Factor

If you’re not physically fit, you’d feel physical stress as you climb a steep hill.
If you’re not mentally fit, you’d feel mental stress, such as anxiety, frustration, or unhappiness, as you handle work and relationship challenges.
Recent events such as the Pandemic, disruption in our working environments, social unrest, and political changes have over-stretched us all, and some greater than others.
Duncan Battishill is going to share some examples of how we can all benefit from a new upgrade in your mental operating system to not just survive but thrive in these tumultuous times.

Learn how to boost your Mental Fitness(PQ)
PQ (your Positive Intelligence Quotient) is the measure of your Mental Fitness. It’s the best predictor of how happy you are and how well you perform relative to your potential.
And the good news is you can boost your PQ significantly with practice.
PQ is a synthesis of recent breakthroughs in neuroscience, cognitive and positive psychology, and performance science.

Want to Learn More?
On 07 September 10.00-11.00am Duncan Battishill is going to share ideas on how YOU can boost your own Mental Fitness.
Duncan will provide answers to 3 Questions: What is Mental Fitness, Why this is important in our professional work NOW, and finally What you can do to strengthen your own Mental Fitness?
He will answer questions and provide options on how you could participate in the Positive Intelligence six week programme.

Breakthrough Results
Within 6-8 weeks of mental fitness training, you’d be able to see the results in MRI imaging:
• Increased grey matter in the PQ Brain region, home to your positive mental muscles
• Decreased grey matter in the Survivor Brain region, home to your Saboteurs(negative mental muscles)
Improvements in these competencies lead to substantial results:
• Motorola recorded improved productivity in 93% of trained employees
• At a UK advanced Technology reseller, the average salesperson with improved competency sold £39,428 more per month
• 37% More Sales reported from a Technical Sales Team
• 31% Better Performance reported by a Professional Service group

As part of my Coaching practice, I have partnered with Positive Intelligence to share a 6-week programme offered by the CEO and Founder, Shirzad Chamine. Shirzad is the author of the New York Times best-selling book, Positive Intelligence, and a Stanford lecturer. He has taken his breakthrough research in neuroscience and the data he’s collected from over 500,000 people to create a 6-week programme

What clients are saying…
“Over the last 2 years I have worked with Duncan, he has really helped me re-boot my thinking, I am happier, enjoying my work, not getting stressed out nearly as often AND despite the pandemic where many in our industry have had a difficult sales year, I have had my best year in history”
Global Account Manager
“I would not have completed this negotiation with the outcomes we have achieved, without exposure to my own PQ practices”
Commercial Leader
“There is a noticeable difference in our group as a result of the 6-week PQ programme. Personally, I find it very helpful”
Founder of Europe’s Leading Veterinary Training Company

HRi Big Fee Survey- Roundtable on setting fees for Retained Clients
2021-07-29 12:30 - 13:30 | Via Zoom, United Kingdom
Following several queries on the HRi Facebook Group and as part of our report for the HRi Big Fee Survey, we will be discussing retainer fees in an informal and collaborative lunchtime chat.

We will look at 3 questions, giving everyone a minute or two to speak:

Introduction to your business and how you approach retainer fees.
What are the benefits and challenges of your approach?
If you were fully confident clients wouldn’t mind, how would you change your approach?

There will be a limit of 18 spaces to allow everyone a chance to get involved in the conversation so book quickly.

Kickstarter scheme for HR Consultants
2021-07-27 10:00 - 11:00 | Via Zoom, United Kingdom
Everything you need to know about the kickstart scheme.

About this event

This event is for either HR consultants looking to get a kickstarter of their own, or for HR Indies/standalones to learn more about the scheme so they can advise their employers/clients.

About the presenter
Aime Armstrong is a member of HR Independents and runs an HR consultancy company called Ninja HR. Since December 2020 Ninja HR have been an approved kickstart gateway and have helped more than 80 companies get £1,766,872 in grant funding to create 231 kickstart vacancies (100 of which have already started).
From this session you will get an overview of how the scheme works in practice (not just what you can read on the website), and an opportunity to ask any questions from someone who has spent the last 6 months living the kickstart scheme!

Testimonials: all our customers come via referrals or social media, and we are currently processing a kickstart application for your very own HR Independents!

Shareholder Agreements- Freeths
2021-07-15 11:00 - 12:00 | Via Zoom, United Kingdom
We are delighted to be joined by our legal partners, Freeths on 15 July where they will take us through the essentials of shareholders agreements, including:

What is a shareholders’ agreement?
Why have one?
What does it typically cover?
Common mistakes & pitfalls
Q&A

Please note, by registering you agree to share your details with our legal partner, Freeths. To opt out, please let us know by emailing: hello@hrindependents.co.uk

Setting up a profitable and sustainable HR consultancy business
2021-07-13 12:30 - 13:30 | Via Zoom, United Kingdom
Are you new to consultancy or thinking about going out on your own? Come and learn more about how to effectively set up your own consultancy, and how to ensure it is profitable and sustainable. We will give you practical tips on setting up and running your HR consultancy.

Building your Sales Pipeline for HR Consultants
2021-06-29 10:00 - 11:00 | Via Zoom, United Kingdom
About this event

Duncan Battishill, has specialised for 15 years in working with small and medium sized organisations. His reputation for coaching technical experts to grow their own businesses has lead to him being a regular Panel member on numerous UK & Internationally focussed entrepreneurial programmes.
Duncan has designed and facilitated numerous sales & business development programmes across a number of market sectors including technology, consulting and professional services. Duncan has a passion for mentoring and helping purpose driven leaders.
Join us for this 1 hour session where Duncan will provide HR Consultants with practical ideas on:

Why a Sales Pipleline is critical for your business to thrive?
What should my Sales Pipeline look like?
How can I build a healthier sales pipeline in 2021?

About the presenter
Over the last 20 years I have co-founded a Training & Development Consultancy and Sales Development Consultancy, working with both privately owned businesses and global businesses across a range of market sectors, including Engineering, Technology, Information Technology, Education & Consulting organisations too.
I have a track record in training & coaching consultants, scientists, engineers, technologists, medics and non-sales people who are wanting to develop their own businesses. My particular areas of specialism & interest are working with innovative & technical experts who are passionate about their Product & service offering.
Problems I have helped leaders & teams overcome are:

Quickly assessing the strengths of their sales capability & providing corrective action
How to get engage & connect with different types of decision makers
How to increase the number of meetings with decisions makers
How to qualify early sales conversations into real opportunities
How to implement a repeatable sales process for your business

Productising your HR offering
2021-06-25 12:30 - 13:30 | Via Zoom, United Kingdom
If you’re making a living as a HR consultant or freelancer, and you’re trapped in the cycle of trading your hours for £’s, you may have already begun to wonder, “Is this it?… Can my consulting ever scale without me having to do all the work myself?” And what happens if I get ill or run out of energy?
Or, perhaps you’re running a thriving HR consultancy business with a team, still very dependent on project-to-project revenue to keep the lights on. If only your business model allowed for more predictable, more scalable growth…
Productised services have become the go-to business model for replacing the more traditional billable hours model for client services.
This webinar will cover the key things to think about when deciding to productise your HR consultancy business offering.
Join Ruth Cornish and Katy McMinn, Co-founders of HR Independents and successful HR Consultancy owners themselves on this webinar that might change your business model forever!

Intellectual Property - Freeths
2021-06-16 12:30 - 13:30 | Via Zoom, United Kingdom
IP for HR professionals

About this Event

HR Independents are delighted to be joined by our legal partner, Freeths LLP where they will be taking us through the essentials of intellectual property law for HR indies, including:

· Back to basics – what is IP?
· Employees & IP – what IP do employees and employers own?
· Consultants & IP – what IP do consultants own?
· Licensing IP – how can you safely let others use your IP?

Reward/Resourcing: EXTERNAL HR & PEOPLE CAREER PATHS AND FEE SURVEY
2021-06-15 10:00 - 11:30 | Via Zoom, United Kingdom
HRi Focus Group

From HR Independent to Financial Independence
2021-06-10 12:30 - 13:30 | Via Zoom, United Kingdom
From HR Independent to Financial Independence: Understanding more about your personal money and financial plans.
Session hosted by Charlie Goodman.

About this event

You’re working hard to build a successful HR business, but when was the last time you looked at your own finances?
Over the lunch hour I’m going to help you find some answers to your personal money and pension questions, in a jargon light and judgement free environment.
I will be talking through:

Getting your finances organised
Figuring out how much you should be saving
How to determine where to save
Making the most of tax benefits
Understanding investments and investment returns
When and where to get financial advice and guidance

If you have a particular question you want me to tackle, please feel free to get in touch.

About the presenter
I run my own Employee Benefits Consultancy and am an accredited HRi member. Before I switched to HR a decade ago, I worked as a Financial Adviser, and I have recently qualified as a Certified Financial Coach. As part of my service, I run financial workshops for employees helping them understand the pension schemes and benefits I set up and manage for their employers. I’m happy to help my fellow indies understand more about their money.

Masterclass on Health and Safety for HR Consultancy Businesses
2021-06-09 12:30 - 14:00 | Via Zoom, United Kingdom
Health and Safety is often a separate discipline yet there are many crossovers with HR. When you provide HR consultancy services, your clients will seek your advice across a range of areas. Getting H&S wrong is a serious matter for any organisation and your clients will expect you to guide them about key areas to get right.
Attend this session to learn more about:

Minimum legal requirements for H&S
First aid and support in workplace
Reporting requirements to HSE
DSE and eye tests
Your role in risk assessments
Addressing concerns about employee safety – your role
Covid-19 – H&S obligations for employers

Incorporating Payroll into your HR Consultancy
2021-05-26 12:00 - 13:00 | Via Zoom, United Kingdom
About the presenter/business:
Katie Sharpe – Head of UK Payroll
Katie is Head of UK Payroll for Mazars leading our national teams. Katie has a degree in payroll management and in 2019 was elected as a Board Director for the chartered Institute of Payroll Professionals.
She is passionate about the development and recognition of the payroll Industry, and is a frequent speaker at Industry events. Katie personally Specialises in process improvement and gender pay gap reporting.

Sarah Aves – Senior Client Advisor
Sarah is Payroll Alliance qualified in UK payroll Management. Sarah Joined Mazars in 2014, having previously worked in other payroll bureaus since 2009.
She has extensive expertise in all payroll matters including Shares through payroll, benefits in kind, expatriate employees, termination payments and redundancy together with a knowledge of Auto enrolment. Recent work includes processing of payrolls for the Channel Islands and Isle of Man, undertaking payroll health checks, Payroll implementations including large TUPE transfers. Exceeding client expectations and delivering exceptional client service is paramount to Sarah and her team.

What you will get from the session:
Overview of the payroll service that Mazars can provide for your clients

OD & L&D: EXTERNAL HR & PEOPLE CAREER PATHS AND FEE SURVEY
2021-05-21 13:00 - 14:30 | Via Zoom, United Kingdom

Referencing and Background Checks - Verifile
2021-05-13 12:30 - 13:30 | Via Zoom, United Kingdom
How can you as an Indie ensure that your clients run the required background checks and referencing to confirm that new hires are who they say they are?
Verifile, our partner will be running an interactive session on how you can empower your clients in verifying the background of new hires.

Brexit and Immigration - Freeths
2021-05-11 12:30 - 13:30
HRi are delighted to be joined by our legal partner, Freeths LLP for an update on immigration law in the light of Brexit.

About this Event

With the clock ticking towards the deadline for the EU Settlement Scheme, Emma Brooksbank of Freeths LLP will bring you up to speed with the latest position and key developments. Join us to discuss:

Employing European nationals now and beyond the end of the grace period
Right to work check update
Business travel from the UK to Europe and Europe to the UK
Sponsoring recruitment under the immigration system

How to set up and run your HR consultancy
2021-05-05 12:30 - 13:30
Practical tips on how to effectively set up and run your own HR consultancy.

Are you new to consultancy or thinking about going out on your own? Come and learn more about how to effectively set up and run your own consultancy. We will give you practical tips on setting up and running your HR consultancy.

Financial well-being for HR consultants
2021-04-30 12:30 - 13:30
Financial well-being for HR consultants – become informed and in control of your financial future.

About this Event
This session is aimed at busy HR Consultants who have no time for Financial planning. Come along to find out more and ask questions relevant to you and your business.

We will cover:

Covid 19 and what’s changed with our personal finances
Budgeting and the need to take control of income / expenditure
Starting the savings journey and building an ‘emergency’ fund
Watching out for scams and frauds, what to look out for during Covid 19

About the presenters
Jody Downes is a business development director based in the London Mayfair office. He joined Mattioli Woods at the start of 2015 after a successful career in investment banking. Jody has been involved with Mattioli Woods from the outside since 2005, having been a key part of the Williams de Broe IPO advisory team. Several of the shareholders he introduced remain shareholders today.
Jody’s background is in equity capital markets, having helped fund numerous public listed and private companies, and he brings an extensive industry knowledge as well as a network of directors, corporates, private equity, and venture capital.
Outside of work, Jody is a keen sportsman playing hockey regularly for Spencer HC, and has coached rugby at Rosslyn Park FC and cricket at Spencer CC. When not on a sports field, Jody spends as much time as possible with his wife and three teenage sons- often near water in Norfolk and Cornwall, and sometimes attempting to surf!

Adrian Firth joined Mattioli Woods in 2015 as an Employee Benefits Consultant. Prior to joining Mattioli Woods, Adrian held various positions in the financial services industry managing corporate clients on behalf of HBOS (Lloyds Banking Group), Santander, and Yorkshire Building Society.
Adrian has also spent a significant part of his career with the industry regulator, the Financial Conduct Authority. While at the FCA, he helped to develop and deliver the regulator’s objectives for financial education (which later became the Money Advice Service) and was actively involved in the Retail Distribution Review.
Adrian lives in Huddersfield with his wife and three children, and when not working, is an active Yorkshire Masters swimmer.
