New Managers' Conference 2022

For new and aspiring managers in accountancy practices

The New Managers' Conference is for recently promoted managers or those who have been in the role for less than two years. The conference will help delegates improve their current skill set and focus their attention on the non-technical aspects of their role. 


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Full conference agenda


James Bannerman, Creative Change Agent

Managers today need a wide range of effective people skills, especially if they want to bring out the best in their team in a hybrid environment. With this in mind, the purpose of this session is to help delegates develop their ‘flexible thinking’ skills so they can adapt and adjust and support employees whether they are working from home, in the office, or elsewhere. In the process, we will explore the following:

  • The compelling links between creative business thinking and flexible thinking

  • The 4 main ways to manage others effectively (whether face-to-face or remotely)

  • Psychological tools and techniques for turning a distributed workforce into a more cohesive and high-performing team


Malcolm Kodia, Velocity Training Ltd

The main areas covered in this session will be:

  • Identifying different personalities you may encounter in your professional and personal life
  • Myers Briggs personality types
  • Managing the different personality types
  • Conflict resolution
  • De-escalating conflict
  • Tips to improve communication

Liam Downing, Haines Watts

For most experienced managers, the challenges faced during their first management position will be a distant memory. In this session, Liam will discuss his experiences as a new manager, the steps he took to overcome the challenges, the support he received to make the transition, and how to apply the advice and learning received to help you on your management journey.


Dilys Greenwood

The key to achieving effective upwards management is understanding your manager: what motivates them, what challenges they face, what their goals and objectives are; what their communication style is and more. 

As a new manager the challenges this brings as you juggle managing your own team and achieving your own objectives can seem daunting. This interactive session gives you some key tips on developing a good relationship with your manager and finding effective working practices that make their life easier and help build your reputation.  


Paul Edmunds

Delivering effective appraisals is one of the key skills that new managers need to develop. In this session we will cover the important considerations for the key stages of the appraisal process. These considerations will include brief exploration of 'Mindset', 'Skills' and 'Tools' needed for delivering effective appraisals.

  • Introduction and Context - where performance appraisals fit in the performance planning cycle. What is an appraisal for?

  • Before - what to prepare and how

  • During - key skills of setting the scene, providing feedback, asking questions, listening and communicating with clarity 

  • Follow up - how to conclude an appraisal  

Conference speakers


James Bannerman

James is a Creative Change Agent who combines creativity with psychology to help businesses innovate (eg. Aston Martin, Disney, DLA Piper, Duracell, Eversheds, HSBC, NFU Mutual, Schroders, Unilever and the European Space Centre).

He also lectures on business ‘innovation, creativity, enterprise’ on the MBA programmes at Grenoble Ecole de Management and Warwick Business School (where he has twice been awarded the ‘Outstanding Teacher Award’: 2007/08 and 2010/11), and on business leadership at Oxford Brookes University where he is in the final stages of his PhD on the impact of lateral thinking upon organisational performance.

Before working with businesses James was a platinum-selling songwriter (BMG), a freelance cartoonist (eg Punch), is trained in clinical psychotherapy, and has an M.A.Hons from Edinburgh University in English Literature.

More recently, James authored 2 best-selling books - Genius! and Business Genius! (both published by Pearson) – which were fortunate enough to receive positive endorsements from Edward de Bono and Tony Buzan, and they have since gone on to be translated into multiple languages around the world from Italian to Japanese.


Malcolm has worked with many organisations across diverse markets, in both the government and public sector, Defence, MOD, Bank of England, Fire and Rescue, Police Forces, NHS, Local Authorities, Rail as well as the Food and Construction areas and well-known Car Manufacturers.

With over 27 years training experience, mainly in the corporate environment, Malcolm’s style of training is fun yet professional, always ensuring that the learning process is easy to follow for all levels of delegates.

As an experienced consultant, presenter and trainer for 27 years, he has worked extensively in the field of Sales Training, Customer Service, Emotional Intelligence, Mental Health Awareness in the workplace, Dealing with difficult people, Train the Trainer, Supervisory skills, Leadership skills, High impact presentation skills, Interpersonal skills, Personal effectiveness, Anger and stress management, Negotiating skills, Time management, Communication skills, Team building, Dealing with difficult people and many more.

Malcolm also provides training in many areas of IT (Microsoft).


Dilys has over 25 years experience in personal and professional development, executive/leadership development and career management. She works with all levels within an organisation from graduate intake to board level. Her style is challenging, professional and fun with a focus on achieving increased self awareness from which comes high performance coupled with high job satisfaction and an end result of achieving business results.

She has worked across variety of industries, including IT, financial services, retail, media, pharmaceutical and the public sector. She has consulted, designed and delivered leadership development programs globally.


Paul Edmunds is a leadership behaviours facilitator, coach and trainer with extensive experience of working with individuals and teams. He helps people reach their potential and enables individuals to make connections between what is meaningful for them personally and what delivers results for organisations.

Paul’s background is a 20 year career in operational management, he was senior learning and development manager with BAA Plc. 

For 18 years, Paul has been a leadership and personal development training consultant in a range of industries globally working with people who are in there early career, emerging managers and experiences leaders with a focus on developing the mindset, skills and tools which enable individuals to succeed as managers and leaders.

Paul is licensed to use MBTI, FiroB, SDI.

One Day Conference