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Would you like to spend more time and money on your core business activities? SMi’s essential conference will focus on the benefits of outsourcing your property, its management and services. By taking property off the balance sheet, companies will be able to re-direct the capital and risk involved in property management.

SMi’s Corporate PFI conference will guide you though the key issues and advantages including the development and driving force behind Corporate PFI, the stages, structure and processes involved and how to negotiate a Corporate PFI contract. Also, hear an in-depth case study by Larry Hannam, Manager Property Operations, Abbey National and Robin Priest, Chief Executive, Mapeley on the successful completion of the first UK Corporate PFI contract.

Other key speakers include:

· Alan D White, Director, BT Property, BT

· John Smith, Director of Finance, Property and Business Affairs, BBC

· Mark Norris, Business Development Director, Land Securities Trillium

· David D Burke, Director, London & Regional Properties

· Oliver Jones, Chief Executive, Citex Group

· Mark Dixon, Chief Executive, Regus

· David Shaw, Property Director, Servus Holdings

· Jon Morton-Smith, Investment Manager, Axa Investment Managers UK

· Bryan Laxton, Managing Director, Healey & Baker Corporate Finance

Do not miss out on our one day interactive workshop! Understanding & Implementing Corporate PFI, 5th September 2001, The Hatton, London will be run in conjunction with this event and will give you the opportunity to address experts directly.

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Iain C S Morpeth

Iain C S Morpeth, Partner, Clifford Chance

9:10 CORPORATE PFI’S POTENTIAL TO RELEASE CAPITAL AND PROVIDE FLEXIBILITY

Katherine Watts

Katherine Watts, Partner, Lovells

  • An overview of the opportunities presented by Corporate PFI
  • Allowing focus on the core business activity
  • Providing capital to reinvest into the business
  • Increasing occupational flexibility
  • The transfer of risk to specialist companies
  • Asset management and ownership opportunities
  • 9:40 THE DRIVERS BEHIND THE CORPORATE PFI PROCESS

    Oliver Jones

    Oliver Jones, Chief Executive, Citex Group

  • The inflexibility of current freehold and leasehold arrangements
  • Reacting to dynamic market conditions
  • Predetermining future accommodation costs
  • An analysis of the impact of the technological advances on property requirements
  • Utilising specialist management to provide, service and maintain new technology
  • Realising the cost saving opportunities and economies of scale of Corporate PFI
  • 10:20 CASE STUDY: BT

    Alan D White

    Alan D White, Director, BT Property, BT

  • An overview of BT’s property outsourcing project
  • Choosing the best outsourcing option in line with company strategy
  • Deciding on the responsibilities of the property partner
  • The challenges of choosing a partner
  • Negotiating the contract
  • Receiving value for money and reaching corporate goals
  • 11:00 Morning Coffee

    11:20 OVERTURNING THE TRADITIONAL SALE AND LEASEBACK

    Tim Asson

    Tim Asson, Director-Head of Corporate Real Estate, Nelson Bakewell

  • Writing an innovative lease structure
  • A long term partnership with the occupier and the consortium partners
  • Securing an income stream
  • Achieving obligations and balancing risks
  • Negotiating the costs
  • The opportunities from asset management and ownership
  • 12:00 CASE STUDY: ABBEY NATIONAL

    Larry Hannam

    Larry Hannam, Manager Property Operations, Abbey National

  • Overview of Abbey National’s property portfolio
  • Drivers for change
  • Alignment of the property portfolio to business requirements
  • Objectives of a sale and “structured” leaseback agreement
  • Securing predetermined overhead costs

    The implications of Corporate PFI on Abbey National

  • Executing and implementing

    Lessons learned

  • 12:40 Lunch Sponsored by Insignia Richard Ellis

    13:40 CORPORATE PFI: MAKING IT WORK

    Robin Priest

    Robin Priest, Chief Executive, Mapeley

  • Preparing the ground
  • Closing the contract
  • Major benefits
  • Service delivery and performance monitoring
  • Technology
  • Expanding scope
  • 14:20 EXAMINING THE OPTIONS AVAILABLE TO PROPERTY OWNERS

    Mike Roberts and Alan Mash

    Mike Roberts and Alan Mash, Managing Director and Associate Director, NAI Gooch Webster

  • The influences promoting property portfolio restructuring
  • Property as a part of a developing organisation
  • The property partner’s responsibilities
  • The risks transferred to the property partner and the benefits to be gained
  • The benefits Corporate PFI will bring to an organisation
  • 15:00 THE BENEFITS OF PROCURING SERVICES OFFICE PROVIDERS

    Mark Dixon

    Mark Dixon, Chief Executive, Regus

  • Occupier space profile in Corporate PFI transactions
  • The balanced portfolio view
  • Serviced offices as a core component of portfolio strategy
  • Benefits of delivering optimal flexibility
  • Pricing flexible space
  • Operating platform and scalability

    Case Study

  • 15:40 Afternoon Tea

    16:00 USING PFI TO REALIGN PROPERTY MANAGEMENT

    David D. Burke

    David D. Burke, Director, London and Regional Properties

  • Key management objectives
  • The challenges of PFI operations
  • Delivering cultural change
  • Working within the property constraints
  • Managing and evaluating the project
  • 16:30 CASE STUDY: THE BBC

    John Smith

    John Smith, Director of Finance, Property and Business Affairs, BBC

  • The BBC is pioneering a revolutionary approach to its property portfolio - creating modern, welcoming and cost efficient buildings in partnership with the private sector. John Smith, the BBC's Director of Finance, Property and Business Affairs has been steering the Corporation through this process. It announced the proposed partnership with an OJEC in April 2000 and the Preferred Bidder, Land Securities Trillium in March 2001.
  • 17:00 Chairman's Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Stephen Kenny

    Stephen Kenny, Partner, Wragge and Co.

    9:10 TOTAL PROPERTY SOLUTIONS

    David Shaw

    David Shaw, Property Director, Servus Holdings

  • How private and public outsourcing has changed
  • How property outsourcing has changed
  • The outsourcing industry today
  • Will TPS be a major force
  • Case study
  • Key issues
  • 9:40 THE DIFFERENCES BETWEEN PFI IN THE PUBLIC AND PRIVATE SECTOR

    Simon Allan

    Simon Allan, Head of Finance Department, Berwin Leighton Paisner

  • An overview of the procedures in the private and public sector
  • Losing the “red tape” when working in the private sector
  • Simplifying the procedures
  • The implications of the precedents set in public sector projects
  • Using the tried and tested methods
  • Benefiting from a pool of experienced partners
  • 10:20 DEFINITION OF FLEXIBILITY

    Paul Vernham

    Paul Vernham, Executive Consultant, Ernst and Young

  • Why is flexibility needed
  • What flexibility actually means
  • Using PFI to achieve flexibility
  • The types of flexibility available from Corporate PFI projects
  • The value of flexibility to each partner
  • The “cost” of flexibility
  • 11:00 Morning Coffee

    11:20 FINANCING THE DEAL

    Stephen Barter

    Stephen Barter, Head of European Real Estate, Babcock and Brown

  • The importance of rigorous appraisal
  • Building a capital structure to handle the risks
  • Requirements and issues for the equity investor
  • Key considerations for the debt/mezzanine provider
  • Negotiating the funding costs
  • Managing long-term investment requirements

    Exit and consolidation options

  • 12:00 USING DEBT FINANCE FOR CORPORATE PFI

    Jon Morton-Smith

    Jon Morton-Smith, Investment Manager, AXA Investment Managers UK

  • Who is the lender and why does it matter?
  • What vehicle to borrow?
  • Who carries the risk?
  • What does the lender look for and why?
  • At what cost and for how long
  • How flexible is flexible? -how to control
  • 12:40 Lunch

    13:40 Negotiating and pricing a transaction concerning a significant portfolio involves processing a great quantity of data.

    David Colver

    David Colver, Joint Chief Executive, Operis

  • Where does this information come from?
  • What is the best way to collect it?
  • How can you judge its quality?
  • Can you get by if it is incomplete?
  • 14:20 FORMING A SUCCESSFUL CONSORTIUM

    Mark Norris

    Mark Norris, Business Development Director, Land Securities Trillium

  • Consortia in context
  • Why do it?
  • Pros & cons
  • Forming and managing a winning team
  • Critical success factors
  • Lessons from live projects
  • 15:00 THE STEPS AND CHALLENGES TO SUCCESS

    Bryan Laxton

    Bryan Laxton, Managing Director, Healey and Baker Corporate Finance

  • Collecting the correct information and property records
  • Identifying which areas need to be researched and analysed
  • Ensuring due diligence on all relevant aspects
  • Calculating the costs and cost savings
  • Communicating the benefits of Corporate PFI to senior management, staff and investors
  • Managing the ongoing relationship
  • 15:40 Afternoon Tea

    16:00 PLANNING A LONG TERM REAL ESTATE STRATEGY

    Paul Winter

    Paul Winter, Group Managing Director, Corpra

  • Vision
  • The future of your market sector
  • Anticipating the other influences
  • The business plan
  • The people
  • Liquidity inertia and value
  • 16:30 ARE WE STILL MISSING A TRICK?

    Mike Fox-Davies

    Mike Fox-Davies, Director, Eurica

  • What are we trying to achieve?
  • Where does the occupier fit in?
  • A whole life view of occupancy within CPFI.
  • What are the implications of service delivery on CPFI?
  • 17:00 Chairman's Closing Remarks and Close of Conference

    +

    Workshops

    Understanding and Implementing Corporate PFI
    Workshop

    Understanding and Implementing Corporate PFI

    The Hatton, at etc. venues
    5th September 2001
    London, United Kingdom

    Understanding and Implementing Corporate PFI
    Workshop

    Understanding and Implementing Corporate PFI

    The Hatton, at etc. venues
    5th September 2001
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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