Business valuation as a discipline is subject to constant evolution. The 2019 annual conference aims to keep you informed of some of the changes and some of the constants in business valuation.
As all of the issues surrounding our departure from the EU remain unresolved, the economic backcloth has a major influence on valuation. We are therefore delighted to be opening the conference with an economic update delivered by the very well-known Professor Trevor Williams, formerly Chief Economist at Lloyds Bank, and now at the University of Derby.
We will continue with plenary sessions dealing with the art of communicating numbers, the skills needed for the valuation of intangible assets, and the challenges of being an expert witness.
After lunch the conference recognises that we are a community with a broad range of interests; there will therefore be alternative streams for those interested in complex listed companies and those whose main focus is on family companies.
We will close with a plenary session covering the practical experiences of undertaking a corporate transaction.
Group discounts of 4 + are avaliable for this conference, for further details please contact our events team on: firstname.lastname@example.org
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Registration and refreshments
Chairman’s introductionJonathan White, Head of Infrastructure, Building and Construction, KPMG
This session will highlight the most important signals and emerging trends in the global economy.
Professor Trevor Williams, University of Derby and Chair of Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC)
Bringing numbers to life
The communicator’s number one secret to bringing numbers to life, how to use powerful slides and visuals to bring your reports to life. Deliver key messages using a simple storytelling technique, transforming data into insight to build commercial credibility.
Andy Shambrook, Founder and Head of Commercial, The Finance Business Partner
Valuation of intangible assets under FRS 102
Equip yourself with the techniques that can be used to value intangible assets under FRS 102.
Steve Shaw, Director, Financial Seminars Ltd
Being an Expert Witness - what could you do better?
Breakout session one: Big firm practitioners
1. Update from the International Valuation Standards Council
Alexander Aronsohn, Technical Director and Richard Stokes, Director of Communications & External Affairs, International Valuation Standards Council
2. How to value assets in divorce?
Sarah Middleton, Director, PwC
Breakout session two: Small firm practitioners
1. Current developments in the valuation of family businesses
Andrew Strickland, Consultant and Luke Morris, Corporate Finance Partner, Scrutton Bland
2. Advanced valuation techniques
Steve Shaw, Director, Financial Seminars Ltd
Keynote to be confirmed
Chairman's closing remarks
Close of event
Jonathan White is a Head of Infrastructure, Building and Construction within KPMG LLP in the UK and has more than 20 years of experience. He specialises in infrastructure (transport, utilities and social) and energy (particularly renewables such as wind, solar, biomass) transactions where he has provided advice to a wide range of clients on commercial issues in the context of mergers and acquisitions, divestitures, financing transactions, strategic reviews, reorganisations, joint ventures and litigation (including as an expert witness in court and arbitration). Jonathan leads KPMG’s valuation business in the UK and is a recognised expert on PPP.
Trevor Williams is the former Chief Economist at Lloyds Banks. During his time there he established a highly-regarded, award-winning, team of economists analysing global and domestic data. He is a visiting Professor at the University of Derby, rotating Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC) and is the author of Trading Economics: A Guide to Economic Statistics for Practitioners (with Victoria Turton). Trevor now runs a consultancy specialising in economic analysis encompassing ‘big data’. In his session, Trevor will move beyond the headlines to uncover what the current situation means for the future economic developments your business.
Andy Shambrook has developed exceptional coaching and leadership skills, leading finance and commercial teams of over 100 people. His real-life experience makes his training and coaching interventions highly engaging and practical. Andy specialises in business partnering, sales skills for professionals, leading and building high performing teams and individual coaching. He is a content advisor to ICAEW’s Academy of Professional Development. Andy qualified as an ICAEW Chartered Accountant with BDO Stoy Hayward. He then spent 12 years with Dulux Paints, where he became the UK Finance Director at the age of just 32. Moving into the commercial world he then became Dulux Retail Sales Director where he led a sales team responsible for revenues of £300m. He went onto lead a cross functional business unit comprising sales, marketing, finance and logistics to develop new business opportunities for Dulux. In this role Andy launched e-commerce and developed new product propositions to grow penetration and frequency of decorating. Andy’s business experience includes finance transformation projects, B2B sales, B2C sales, marketing, e-commerce and new product development.
Sarah Middleton is a Director in PwC’s Valuations practice in London. She has 10 years of experience in providing valuation advice to a range of different clients, mainly across the retail, consumer, leisure, industrial products, business services and healthcare sectors. Sarah’s experience includes providing valuation advice for transactions, joint ventures, restructuring and tax purposes. Sarah now specialises in providing valuation services in connection with private client and corporate disputes. She has significant experience in working with legal teams and clients in relation to matrimonial finance and has been responsible for valuation reports prepared in over 15 divorce cases. Sarah’s experience also includes providing expert valuation advice, opinions and evidence in connection with commercial litigation and in providing expert determinations of value under articles of association or shareholder agreements.
Andrew Strickland, Consultant, Scrutton Bland. Andrew works very closely with the business valuation community of the ICAEW; he undertakes various forms of contentious valuation and also delivers training in business valuation. His valuation work is mainly in respect of shareholder disputes, valuations in divorce and fiscal valuation. Andrew is the author of an article which appeared in Taxation on the question of the control premium; he was the joint author of an article in the USA magazine, Business Valuation Update dealing with the bid premium and the heterogeneous investor population.
During the early 1990s, Steve Shaw designed and delivered management, audit and due diligence seminars (both soft and hard skill sets). Since then, Steve has concentrated on corporate finance seminars, specialising in valuation, negotiating and strategy evaluation, clocking over 12,000 teaching hours in over 50 countries in addition to 15,000 development hours. Steve also facilitates internal organisational meetings to assist business units in developing robust business processes, scenarios, forecasts and budgets. Steve considers his purpose to help individuals and organisations achieve satisfaction in their daily business lives through integrated crafted workshop design and delivery in the areas of finance, strategy and personal development.
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