Schedule

• 08:45 – 09:30 45 minsRegistration and coffee
• 09:30 – 09:40 10 minsWelcome remarks Speaker: Mark Davies, Head of Restructuring & Insolvency, Aaron & Partners LLP – view bio
• 09:40 – 10:10 30 minsPersonal insolvency: the creditors perspective Lee Usher and Peter Wallwork joined Trustfolio having spent the majority of their careers working for or closely with large Creditors. Their knowledge of that sector has helped shape Trustfolio's Creditor Debt Solutions Platform, enabling Creditors to better engage with IPs. They join the forum to share 'The Creditors' Perspective'. Speakers Lee Usher, Creditor Services Director, Trustfolio – view bio Peter Wallwork, Non Executive Director, Trustfolio – view bio
• 10:10 – 11:00 50 minsWellbeing: looking after your colleagues in stressful case situations The job of an Insolvency Practitioner involves dealing with individuals in sometimes desperate situations. People deal with stress in different ways but it is important to remember that your own staff need looking after when dealing with stressful situations. Whether it is a disgruntled workforce, an angry creditor or individuals faced with losing their way of life we need to be able to spot when out staff are not coping and signpost them to where they can talk or seek help. It is a not a weakness for staff to say that they need help. Equally it is strong leadership to spot where help is needed or would be appreciated. Speakers: Caroline Waran, Mental Health Trainer & Consultant, 3 Eggs Training – view bio Nick O'Reilly, Director of Restructuring & Recovery, MHA – view bio
• 11:00 – 11:30 30 minsBreak
• 11:30 – 12:00 30 minsInvestigations skills This session aims to provide you with practical tips drawn from real-life experience which will assist you in designing and implanting focussed investigations. Speaker: Dominic Dumville, Partner, Mercer & Hole – view bio
• 12:00 – 12:45 45 minsAdvertising/ethics of getting work in and how IPs promote themselves From having a PO Box address to getting on the OR Rota, or to paying an accountant for assistance with the Statement of Affairs, there is a long history of IPs complaining about the way in which their competitors get their work. But is it true, and do we help ourselves by making these allegations about each other? Speaker: David Holland, Chief Inspector, Insolvency Practitioners Association – view bio Stephen Hunt, Partner and Insolvency Practitioner, Griffins – view bio
• 12:45 – 13:45 1 hourLunch
• 13:45 – 14:30 45 minsBest advice to debtors Debtors seeking assistance from the insolvency profession come in all shapes and sizes, for a variety of reasons and from a wide range of sources. This session will update practitioners on the latest changes to SIP 3, debt packagers fees and the FCA Consumer Duty. Three IPs bringing with them different experiences from across the profession will then apply the concept of best advice to the wide range of situations and clients we are faced with in practice. Speakers: Laura Prescott, CEO, Debt Movement UK – view bio Mark Sands, Head of Insolvency, Apex Litigation Finance – view bio Peter Sargent, Former R3 President & Retired Insolvency Practitioner – view bio
• 14:30 – 15:15 45 minsPersonal liability of directors This session aims to focus on the ways in which directors of insolvent companies can be liable for a range of debts whether as a result of guarantees, indemnities, overdrawn loan accounts or where they can be made personally liable for the tax debts of a company. What you need to know to understand and help properly advise directors facing personal indebtedness resulting from a variety of claims. The session will be presented by a senior IP and a tax specialist. Speaker: Charles Turner, Partner, Begbies Traynor – view bio Matt Webb, Director, Teneo – view bio
• 15:15 – 15:45 30 minsBreak
• 15:45 – 16:15 30 minsLegal update Join Jodie Wildridge (Barrister, Exchange Chambers) for a review of the key legal updates and what they mean for the profession. Speaker: Jodie Wildridge, Barrister, Exchange Chambers
• 16:15 – 16:20Closing remarks

R3 are excited to announce the launch of the Personal Insolvency Forum 2023 , taking place in Huddersfield on 12 October. This one-day forum will cover the key issues and challenges that insolvency practitioners face, providing practical insights and technical updates on the everyday challenges within personal insolvency cases.