Portfolio Careers Day 2013

Your route to a Portfolio Career
Saturday 16 February 2013, UWE
Conference Centre, Bristol
9:00 to 17:00
If you are embarking on or already have a Portfolio Career
then the Executive Transitions Portfolio Careers Day at the
University of the West of England Exhibition & Conference
Centre on Saturday 16 February 2013 is an essential event to The fee for this one-day workshop, exhibition
help you to prepare for and secure Non-Executive Director and networking event is £79.00 (+ VAT) for
or Trustee positions, Part-time or Interim Director roles or non-members. An early-bird fee of £59.00
start your own business as a Consultant, Coach or Mentor. (+VAT) is available for a limited time and
members can book for £49.00 (+ VAT). To
In 2012, over 100 delegates had the opportunity to learn from
book your place click here. To join Executive
a number of expert speakers at this one day event which also
Transitions click here, call 01173 827 820 or e-
included exhibitors and networking opportunities. In 2013 we
mail registration@executive-transitions.net
are running the event again, with even more speakers and
exhibitors.
Confirmed topics and speakers:
 Building a Portfolio Career Christopher Lyons
 Women in the Boardroom Rowena Ironside
 Knowing me, Knowing you Malcolm Lewis
 The Future is Now Judith Levy
 How to become a NED David Doughty
 Interim Success Luke Boxall
 PortfolioExec Nigel Harrap
 Portfolio Careers for Women Joni Farthing

www.executive-transitions.net
01173 827 820
Executive Transitions is a trading name of Portfolio Careers Limited, Registered in
England & Wales No. 8079372, 166 Banbury Road, Oxford OX2 7BT ©2012
Portfolio Careers Ltd

Portfolio Careers Day Saturday 16 February 2013

Programme

09:00 Registration
09:30 Introduction David Doughty
09:40 Building a Portfolio Career Christopher Lyons
An insight into the practicalities of building a Deputy Chairman Network
portfolio of roles to suit your work and lifestyle, Housing Group
covering the important questions of How to? What
next? and Who is it for?
10:20 Women in the Boardroom Rowena Ironside
Navigating the unique challenges women face Chair at Women on Boards UK
when claiming a place at the top table Chair, Compassion in Dying

11:00 Tea / Coffee
11:30 Knowing me, Knowing you Malcolm Lewis
How corporate personality and the business Wizard and Corporate
planning system need to complement each other Alchemist

12:10 The Future is Now Judith Levy
How to live a holistic life and find fulfilment by Group Chairman at Vistage
creating a coherent strategy for a Portfolio Career
that aligns your work with who you really are

12:50 Lunch
13:40 How to become a Non-Executive Director David Doughty
A practical guide to the NED role and how to go Chartered Director
about getting appointed

14:20 Interim Success Luke Boxall
The tools you need and how to capitalise on your Business Director at Robert
marketable skills Half Management Resources

15:00 Tea / Coffee
15:15 PortfolioExec Nigel Harrap
A novel way for Portfolio Careerists to collaborate Founder and a Director of
and win business PortfolioExec

15:45 Portfolio Careers for Women Joni Farthing
Using the portfolio model to improve work-life Director at Women Outside
balance The Box

16:25 Summary – Next steps David Doughty
16:30 Close
17:00 Exhibition Closes

www.executive-transitions.net 01173 827 820
Executive Transitions is a trading name of Portfolio Careers Limited, Registered in England & Wales No. 8079372,
166 Banbury Road, Oxford OX2 7BT ©2012 Portfolio Careers Ltd


Speaker Biographies
Christopher Lyons
Chris has extensive experience in strategic planning, corporate governance, international banking
and finance. His diverse career spans 35 years firstly with Abbey National, where he held senior
positions of increasing responsibility in Audit, Finance and Operations. He was appointed to develop
and spearhead Abbey Nationals’ innovation unit and Group wide strategy for Electronic Commerce
and International Banking creating and launching Cahoot the online Internet Bank. Chris then joined
the executive board of Minster Trust Ltd, a fully regulated banking institution as Head of Commercial
Relationships he spearheaded the development and launch of an affinity based Internet banking
proposition
Since retiring from full time employment, Chris has developed over the last 10 years a portfolio career
based upon his corporate governance, planning and programme management expertise and network
of international business and finance connections. He has been a strategic advisor to the Baltic
International Bank based in Latvia, and the Russian based Otkritie Financial Corporation acting as its
non-executive Chair of their London operation for four years. He is also an Associate with Beer
Mergers Ltd., where he advises a diverse range of organisations, on strategic finance matters and in
particular corporate transactions, start-up operations and new ventures.
In addition to establishing a range new business opportunities Chris is an experienced strategist,
project and company director, and has held a number of non-executive director positions including
Maritime and Underwater Security Consultants, Deputy Chair Network Housing Group and Chair of
London Strategic Housing.
Chris is an Alumni of London Business School where he studied Corporate Finance, he holds a
Masters degree in Strategic Financial Management, is a visiting fellow of Kingston Business School.
In addition he is on the MBA advisory Board of Durham Business School and a member of the
Council at Hull University. A published author his most recent publication is “Building a Portfolio
Career” which is the definitive “how to” book on portfolio working.
Rowena Ironside
Rowena spent 25 years as an executive in the ICT industry, including the start-up and sale of a
successful IT services company and leadership of several large, multi-national professional and
managed services businesses. Over the past ten years she has built a second career as a non-
executive director, consultant and angel investor. She has held executive and non-executive roles in
the not-for-profit and start-up sectors and spent 2010 working with a microfinance charity that makes
loans to women in sub-Saharan Africa.
Rowena is an experienced SME director and charity trustee with particular expertise in strategy,
technology, governance and finance. She is currently Chair of Compassion in Dying, a charity that
supports and empowers people at the end of life and executive Chair of Women on Boards UK, an
open, action-oriented organisation for women seeking to leverage their professional skills and
experience into board and leadership roles.
Malcolm Lewis
Malcolm has over 30 years’ experience as a corporate finance strategist, board facilitator and Senior
Management Team (SMT) trainer with Strategic Value Partners (SVP). Originally a chartered
accountant by profession with KPMG, he has diversified into working with top teams to link the soft
and hard organisational dynamics by undertaking assessments, facilitations and coaching of both
individuals and SMT groups. In addition Malcolm travels the world training in strategic leadership,
strategic and business planning along with financial statement analysis and valuation. As a wizard
and corporate alchemist he helps teams turn base strategies into gold plated valuable companies,
whilst recognising that this must start with a personal and collective awareness of the
psychodynamics of the entity. This exciting work is with both public and private sector organisations
ranging from billions of turnover to a few hundred thousand.
In his past Malcolm has undertaken over 30 company restructurings or buy-outs either as an advisor
or investor and still advises as an Entrepreneur in Residence at Bath University on their MBA
programme. Malcolm has degrees in Business Administration (BSc) and Financial Management
(MSc), lectures with a number of leading Business Schools in Executive Development and in the past



has played international golf for England (Captain), Great Britain and Ireland and won the silver medal
in the British Open.
Judith Levy
Judith Levy is the Vistage Chair for Bristol, Bath, Swindon, Taunton and the South West and is
currently launching a Peer Advisory Group for local Business Leaders. She is also a Business
Mentor, Relationship Coach and Retail Consultant.
Judith was the former CEO/Chairman of High and Mighty International, the high street fashion brand
for big and tall men where she specialised in brand creation, innovation, strategy and development,
rolling the concept out to Greece, the Middle East, Scandinavia and the Netherlands through own and
franchised stores and a highly successful E-commerce operation.
In 2009, High and Mighty was sold to a British PLC and the group was divided. After a period working
from Amsterdam, helping the Dutch subsidiary to rebrand and find a new identity, Judith decided to
bring her skills to a wider field. She is now a sought after Business Coach, Mentor and Consultant in
areas of Organisational Culture, Transformation and Problem Solving.
Judith now works closely with Entrepreneurs and SME’s. She brings acute perception and an
exceptional eye for detail to all aspects of business activity and has a powerful instinct for uncovering
hidden blocks to success and perfecting business timing.
She has a keen interest in best practice, sustainable business models and is a passionate advocate
for ethical business behaviour. Judith has studied for an MBA at Oxford Brookes University, has an
MA from Bath Spa University and is a Fellow of the Royal Society of Arts. She has trained as a
psychotherapist served as a board member of a national children’s charity for over 10 years.
She is bilingual in Spanish is married to Howard, has 2 grown up children and loves travel, music,
cycling, dance and yoga.
David Doughty
David Doughty is Chief Executive of Excellencia, which provides Board effectiveness and Leadership
development services to organisations in the private, public and voluntary sectors. He is a director of
Executive Transitions Network, an organisation that supports those who are embarking on or already
have a portfolio career and he also chairs the Thames Valley Health Innovation and Education
Cluster (TV HIEC) which is a publicly funded partnership authorised by the Department of Health to
improve innovation and education within the NHS across the Thames Valley.
Previously he was Chief Executive of the Oxfordshire Economic Partnership (OEP) - a partnership
between private, public and voluntary sectors, which was responsible for strategic economic
development across Oxfordshire and ensuring that the county is a competitive sub-region, both
nationally and internationally.
David was one of the first Chartered Directors and holds a Masters Degree in Company Direction
from Leeds Business School
Luke Boxall
Luke places senior interims into a cross section of companies and specialises in the public and third
sectors. His main skill areas include Project Change, Project Management, as well as Finance and
Accounting.
He started his career in recruitment in 1987 with Computer People in London placing IT contractors.
He moved to Bristol in 1992 after being promoted to Contracts Manager and was responsible for the
UK’s most successful contracts team.
In 2004 he was head-hunted by Robert Half International to lead their Management Resource division
across the South West. In 2012 he was recognised by Robert Half International as one of their top 3
worldwide recruiters of Senior Interims.
Nigel Harrap
Nigel is an experienced professional who spent 20 years in the engineering sector (Textiles. Paper &
Board and Recycling) before moving to Executive Recruitment and starting his own Headhunting
partnership in 1994. Focused on owner-managed SME clients, the partnership specialised in finding
seasoned non-Executive Directors for clients and developed a portfolio of private equity investors
willing to act both as non-Execs and participate in the equity of the businesses.


Nigel was the prime-mover behind the founding of PortfolioExec with 3 others in 2008 as a growing
consortium of experienced Directors, Corporate Professional firms, Business Mentors and Affiliates
offering a wide range of affordable business and commercial/financial support to owner-managed
SMEs.
Joni Farthing
Joni Farthing is the founder and director of Women Outside The Box – Britain’s biggest festival of
female entrepreneurship. Earlier in life, whilst her daughter was growing up, she ran a home-based
business before founding Oxford Language Training. She grew this into a major language school and
sold it before moving to the USA.
Women Outside The Box encapsulates the best of networking, business show and conference. Its
mission is to encourage women to consider self-employment and to grow businesses that can provide
for themselves and their dependents all the way through to retirement, come what may. Aware that
women’s instinctive nurturing response can make them risk-averse, she is interested in how women
can retain their indispensable caring role whilst fulfilling their potential as entrepreneurs.
Location

UWE Exhibition and Conference Centre
University of the West of England
Frenchay Campus
Coldharbour Lane
Bristol BS34 8QZ

Registration
The fees for this one-day workshop, exhibition and networking event are:
 £79.00 (+ VAT) for non-members
 £59.00 (+VAT) early-bird fee for bookings made on or before 16 January 2013
 £49.00 (+ VAT) for Executive Transitions Tier1 members
To book your place, visit the web-site at http://www.executive-transitions.net/events/197-2/16-february-
2013-bristol
To join Executive Transitions click http://www.executive-transitions.net/membership-2/, call 01173 827
820 or e-mail registration@executive-transitions.net


Portfolio Careers Day 2013

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