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Southern Forum 2024

REGIONAL FORUM - Join us for the Southern Forum 2024, to explore "The future of the profession" at the Southern economy.

Online bookings for the Southern Forum are now closed. If you would like to book, please contact us at [email protected].

We are delighted to announce the R3 Southern Forum 2024, will be held at the Delta by Marriott Cheltenham Chase.

Once more bringing together insolvency, restructuring, and turnaround professionals from the Southern & Thames Valley, South West & Wales, and London & South East regions.

This year we have a programme focused on the theme of the forum ‘The future of the profession’, which is not to be missed. We are also pleased to announce the return of the excellent keynote speaker Jeremy Mindell.

Gala dinner

Included with the Southern Forum ticket, the gala dinner will be hosted on Thursday 21 March. The evening will start with a welcome drinks reception followed by a three-course dinner.

Dress comfortably for dinner with a smart casual look.


This will be available for delegates on Thursday 21 March. We encourage all those registering and requiring accommodation to book as soon as possible as spaces are limited.


Understanding and shaping the future of our profession will be critical whatever stage you are at in your career. To extend the benefit of participating in the forum to a broad spectrum of colleagues across your firms we have a number of offers you can select from: 

- A preferential new professional member rate

- An early bird member rate for all other members categories (until 29 February)  

- A group ticket rate allowing three people to attend for the price of two. 

- A membership and ticket offer for anyone who is currently a non-member but would qualify for the new professional membership 


This year, we will be raising money for Sue Ryder, a chairty making sure everyone approaching the end of their life or living with grief can access the support they need. There is no one size fits all when it comes to how we cope and the help we need, but with Sue Ryder's support, no one has to face dying or grief alone. 


For more information on sponsorship opportunities contact [email protected]


CPD Hours: 5


Thank you to our sponsors

Main Sponsor       Main Sponsor  

Clive emson


Clive Emson Auctioneers       Lambert Smith Hampton   
Keynote Speaker Sponsor          








Registration opens

Coffee, pastries & networking


Welcome and Opening of Southern Forum

Overview of the forum

Tim Sloggett, Chair of R3 in the South West and Wales region will welcome our guests to the R3 Southern Forum 2024.

Chair: sessions will be chaired by Tim Sloggett, R3 South West and Wales Region Chair, Quantuma - view bio


Restructuring plans – perspectives on user cases and the journey since launch

Successes, issues and changes required to increase usage in the SME market


Alison Goldthorp, Partner, Charles Russell Speechlys - view bio

Graham Peat, Director, PHD Property Advisory - view bio

Matt Roe, Senior Managing Director, Teneo - view bio


Daniel Moore, Partner, Charles Russell Speechleys - view bio


Why networking is essential for business development and how to make it fun

The session will cover: 

- Why people buy

- How to network in real life and online

- The importance of a personal brand

- How to gain the maximum benefit of attending the forum

- A few networking tips


John Harvey, Founder, Samphire Club - view bio


Morning break 


Future talent 

Experiences of emerging leaders and what can the profession do to support them


Jack Callow, Partner, Opus - view bio

Vesela Romagnoli, Senior Manager, PWC - view bio


Louise Durkan, Partner, Special Situations M&A, Deloitte LLP - view bio


Engaging with distressed supply chains to maintain continuity, preserve value and achieve successful restructurings – some case studies and key learning points.

Global supply chain challenges for goods, services and people have increased the risk of financial and operational distress that creates material risk for suppliers and customers. Effective contingency planning, the management of supply chains and the engagement with stakeholders can mitigate risk and ensure continuity of supply which is vital to ensure that costs, revenue and reputations are controlled. Andew Burn and Nigel Boobier will use some case studies to illustrate issues that arise with distressed supply chain issues and ways to ensure continuity of supply.


Nigel Boobier, Partner, Osborne Clarke - view bio

Andrew Burn, Independent Turnaround Specialist - view bio


Spotlight on R3 

R3’s CEO, Caroline Sumner, will shine a spotlight on the work being done by R3 this year in support of our members. With a general election looming, insolvency appointments rising, and proposals for firm regulation being developed by the Insolvency Service this session will inform you about the wide range of work being undertaken by the teams within R3 throughout 2024 and highlight the opportunities for you to get involved and support this work through our many committees and surveys.


Caroline Sumner, CEO, R3 - view bio


Networking lunch 


Welcome back and ‘Cross the threshold into auction’ session

Perhaps selling by auction should be considered a sale of first, not last, resort arguably the most transparent method of sale for land and property, allowing all interested parties the opportunity to bid in open competition and at the same time providing the seller with the knowledge and comfort that the best possible price was achieved on the auction day under the gavel with completion within a specified timeframe.


Kevin Gilbert, Director, Clive Emson Auctioneers - view bio


AI in a professional world

De-mystifying the world of AI by providing a layman’s overview of what AI is and providing real world examples of how AI can be implemented in the professional world.

Jonathan breaks down the current state of play in the ever-changing world of AI and explains how it all fits together. He then builds on this knowledge to give practical examples of how businesses can harness the power of AI to save time, achieve better results and allow professionals to get back to what they do best; providing a human service.


Jonathan Mackie, Director, NRB Chartered Accountants - view bio


Networking and afternoon break 


Welcome back, asset advisory and sector review

This session will provide an insightful review of a national firm of surveyors with a top-class Asset Advisory team that operates in 32 regional offices across the UK and Ireland. 2023 was a busy year following an increase in the market for Restructuring and Insolvency Advice due to historical debts, national and international market impacts, cost of living crises, management issues, etc. Jason Hall and Rachel Bassett will provide a brief overview of the impacted sectors, and any trends being seen as we progress into 2024.


Jason Hall, Director, Lambert Smith Hampton - view bio

Rachel Bassett, Director, Lambert Smith Hampton - view bio


Legal update

Office holders and compensation schemes

A look at how an office holder can participate in a compensation scheme - considering two of  the current major compensation schemes arising for victims of (i) the much publicised Royal Mail wrongful prosecution of Sub-Post Masters and (ii) the extended fraud committed at the ‘HBOS Impaired Assets unit based at Reading and Bishopsgate.

Speaker: Chris Brockman, Barrister, Enterprise Chambers - view bio

AI - use in Litigation

A review of guidance notes from the SRA and BSB on use of AI in litigation; a recent reported decision on AI ‘hallucination; and AI in books and records. And also, the future of service requirements and the Royal Mail Universal Service Obligation

Speaker: Charlotte May, Associate Director, Manolete Partners - view bio



Keynote session: Negotiating through the Year of Elections or keeping your cool when everyone else is losing theirs

2024 sees half the world's population going to the polls including Taiwan, India, the USA and the UK. The Global environment has become more unstable as conflicts explode in the Middle East and Ukraine; with armed standoffs in Eastern Europe and the South China Sea. The talk looks at how instability; both political and economic, should affect how businesses approach current challenges.


Jeremy Mindell, Director, Primondell Limited - view bio


Closing remarks


Drinks Reception 

19:30 - 00:00

Forum dinner

Animated by Colin Phillips, member of the Magic Circle

CPD Hours: 5

Please note programme sessions, times and speakers are subject to change.

Name Organisation View Bio
Rachel Bassett Director Click here
Nigel Boobier Partner, Osborne Clarke Click here
Andrew Burn Independent Turnaround Specialist Click here
Chris Brockman Barrister, Enterprise Chambers Click here

Jack Callow

Partner, Opus

Click here

Louise Durkan Partner, Special Situations M&A, Deloitte LLP Click here
Kevin Gilbert Director Click here
Alison Goldthorp Partner, Charles Russell Speechlys Click here
Jason Hall Director, Lambert Smith Hampton Click here

John Harvey

Founder, Samphire Club Click here

Jonathan Mackie

Director, NRB Chartered Accountants

Click here

Charlotte May Associate Director, Manolete Partners Click here

Jeremy Mindell

Director, Primondell Limited

Click here

Daniel Moore Partner, Charles Russell Speechleys Click here
Graham Peat Director, PHD Property Advisory Click here
Matthew Roe   Senior Managing Director, Teneo   Click here
Vesela Romagnoli Senior Manager, PWC Click here
Tim Sloggett R3 South West and Wales Region Chair, Quantuma Click here

Caroline Sumner


Click here

Ticket Category Price excluding VAT

Member - full ticket 


Member - New Professional ticket

(offering a £300 saving and open to New Professional members only)


Member and Non-member - Group Ticket for 3 people (buy 2 get 1 free)

(available to all Members and Non-members)


Non-member - New Professional full ticket + membership offer

(includes 1 year R3 New Professional membership and open to all current non-members who qualify as New Professionals)

Non-Member - full ticket £445 
Accommodation for 21 March £120 

Thank you to our sponsors

Main Sponsor       Main Sponsor  

Clive emson


Clive Emson Auctioneers       Lambert Smith Hampton   
Keynote Speaker Sponsor          




When and Where
For more information please contact
R3 Events
R3 Events
020 7566 4234
Nicola PogsonNicola Pogson
Senior Events Manager
0203 987 9918
Mercedes LopezMercedes Lopez
Senior Events Organiser
020 7566 4236
Lottie CondronLottie Condron
Events Organiser
020 7566 4233
Richard BroekmanRichard Broekman
Events Organiser
0203 989 8774

R3 members can provide advice on a range of business and personal finance issues. To find an R3 member who can help you, click below.