Corporate planning workshop

14 June 2017, Manchester

Given the current uncertainties in both the economic and political environment and the ever increasing regulatory burden, a clear corporate plan is more important than ever.

But how is the best way for a building society or credit union to get there so that it can achieve its goals? How do we make sure the plan incorporates information on internal performance and external influences in an appropriate way, links through to the rest of the business, and is consistent with other budgeting and planning cycles?

This workshop, in conjunction with EY, will focus exclusively on the corporate planning process, rather than discussing individual societies’ plans. It is designed for heads of corporate planning, finance directors and other directors involved in the corporate planning process.


10.00    Welcome and introduction
             Andrew Gall, Chief Economist, BSA

10.05    Corporate planning: purpose and success
             Tom Groom, Partner (Transaction Advisory Service Practice), EY
             - Objectives, strategy and organisational purpose
             - Key steps to a successful corporate plan

10.50    Integrating the economic outlook to the corporate plan
              Andrew McPhillips, Economist, Yorkshire Building Society

11.30    Coffee

11.45    Current focus areas and the future of corporate planning
             Tom Groom, Partner (Transaction Advisory Service Practice), EY
             - Changes in the prudential and conduct regimes
             - Future considerations for the corporate plan

12.30    Discussion session

13.00    Finish with light lunch (approx.)

Manchester Conference Centre
Sackville Street, Manchester M1 3BB

£200 per delegate (VAT exempt)
Cost includes course documentation, lunch and refreshments

To register, please either complete the online form below or email Christie Sharp.


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