NLG Manchester

15th - 17th June 2021

Speakers

Confirmed speakers include: 

Fraser Akehurst - Associate Director – Service Charge, Fortus Business Advisors & Accountants

Fraser Akehurst

Associate Director – Service Charge, Fortus Business Advisors & Accountants

Since qualifying as a chartered accountant, Fraser has gained a wealth of experience in the property management sector, having worked with Landlords and Property Management Companies for over 10 years.

 

From performing audits, factual findings reports and bespoke agreed upon procedures on large scale operations, to advising on best practice and streamlining year end processes, Fraser’s experience spans Private Residential and Commercial, Retirement housing and Housing Associations, and delivering bespoke solutions to their year-end accounts processes.

Chris Baker, McDowalls

Chris Baker

Managing Director, McDowalls Surveyors

Chris has been the owner of McDowalls since 2011 having started his professional career as a property manager there in 1999. McDowalls specialises in residential lease extensions and freehold enfranchisement cases; residential private rented sector management; and, property licensing. Its clients include local housing associations, private clients, local authorities and corporate clients.

Andrew Bannister - Director, Earl Kendrick

Andrew Bannister

Director – Earl Kendrick North

Andrew graduated in 2015 from Nottingham Trent University with an Honours Degree in Building Surveying, he subsequently qualified as a Chartered Surveyor in 2018 and quickly moved through the ranks with his employers before joining Earl Kendrick.

 

Andrew started his career as a building surveyor within the residential leasehold sector and he has continued within this sector he has a passion for. Client care is at the forefront of Andrew’s business mind-set and he backs this up with his surveying skills that he continually trains to grow. Andrew has recently trained to become an APC assessor and is an APC counsellor helping the next generation of surveyors obtain chartership.

Andy Barron - Inhouse Lawyer, A2Dominion

Andy Barron

Inhouse Lawyer, A2Dominion

Andrew joined A2Dominion in 2018 having previously worked at Glazer Delmar, Devonshires and Olswangs. His role at Glazer Delmar was to work with major Registered Social Landlords, providing legal representation where required and general support advice on tenancy management issues.

 

Andrew personally recognises the overwhelming necessity for the provision of secure and affordable housing accommodation to those who need it and the requirement to regulate that market, via the courts as a last resort if necessary.

Justin Bates, National Leasehold Group Speaker

Justin Bates

Barrister, Landmark Chambers

Justin is a barrister at Landmark Chambers. He is the Deputy Editor of the Encyclopedia of Housing Law and the co-author of Leasehold Disputes, amongst various other publications. The legal directories say that there is”…no one better for service charge disputes…” and he is “widely recognised as one of the best of his generation.”

Claire-Blenkin

Claire Blenkin

Head of Sales – East & South, Sovereign

Claire has been working in the affordable housing sector for 12 years and has been part of the Senior Leadership team since 2012. She specialises in Shared Ownership and managing Sovereign’s team & strategy to successfully deliver the sales programme. Her previous experience is in developing sales pipelines for defence, blue-chip and FMCG brands.

Sarah Chatfield - Director of Home Ownership, Anchor Hanover

Sarah Chatfield

Director of Home Ownership, Anchor Hanover

Sarah has worked in social housing for nearly 30 years, mainly specialising in leasehold management. She has worked for large G15 organisations such as Clarion, Hyde HA and Metropolitan Thames Valley HA and is currently the Director of Home Ownership for Anchor Hanover – England’s largest provider of specialist housing and care for people in later life. She is a Board Member of the National Leasehold Group and an associate of the IRPM as well as a qualified lawyer. Sarah specialises in all aspects of leasehold management including Service Charges, re-sales and staircasing, income collection and front line housing management.

Sam Coward, Trowers & Hamlins, National Leasehold Group Speaker

Sam Coward

Solicitor, Trowers & Hamlins

Sam is a property litigator who acts for a variety of clients across the private, public, and social housing sectors on a broad range of property related disputes.  

 

In particular, Sam regularly advises on landlord and tenant disputes, including on recovering rent and service charge arrears and enforcing lease terms. 

 

Sam is a well-known expert on housing and tenancy law advising clients on their tenancy agreements and policies and has a detailed knowledge of the Regulatory Standards for housing associations and the wider regulatory framework within which they operate.  He is also a leading expert in the residential leasehold management field, offering both contentious and non-contentious advice on a range of issues, including on leasehold enfranchisement and service charge recovery.

 

Sam was a contributor to the Handbook of Co-operative and Community Benefit Society Law, published 2014 (Chapter 4 – Disputes).

Julian Davies, Earl Kendrick

Julian Davies

Group Managing Director – Earl Kendrick

Julian Davies MRICS RMaPs MFPWS is recognised as a thought leader for the property industry and is regularly invited to speak at industry events, represent trade associations and contribute to publications, bringing his invaluable experience to a wide audience. Julian became a member of the Royal Institution of Chartered Surveyors in 2004 working for seven years largely in the residential sector. In 2010 he founded Earl Kendrick to build a team of talented surveyors serving a wide variety of clients, across the country.

 

Julian has always ensured the company’s core values are reflected in the approach taken by any member of his team. He has developed market-leading and tailored processes for clients, reflecting the real-life situation where tenants and residents’ needs are met too. Carefully thought out procedures for long term planned maintenance, programmes of major works, reinstatement cost assessments, licence to alter, party wall matters and more, mean Earl Kendrick can boast an industry-leading range of services. Julian himself acts as expert witness which has helped countless clients with their property related disputes.

 

Over the years, Earl Kendrick’s geographical reach has expanded from London to Manchester, Bristol and Brighton. The Group now benefits from dedicated companies for leaseholder alterations, insurance claim and revaluations, and party wall work too.

Kevin Dunleavy, Head of Homeowner Services - The Guinness Partnership

Kevin Dunleavy

Head of Homeowner Services, The Guinness Partnership

Kevin has over 10 years’ experience in the leasehold management sector. This includes expertise in managing shared-ownership homes in a wide-ranging portfolio of property types throughout London. Kevin has established a professional approach to delivering services to commercial customer groups, whilst generating profit for purposed.

Amanda Gourlay - Barrister, Tanfield Chambers

Amanda Gourlay

Barrister, Tanfield Chambers

Amanda, a barrister at Tanfield Chambers, is recognised in Chambers & Partners and the Legal 500. She is known for her expertise in residential landlord and tenant law, covering service charges, the appointment of a manager, the right to mange, breaches of covenant, forfeiture and associated legal costs. That expertise is regularly deployed in courts and tribunals ranging from the First-tier Tribunal (Property Chamber) to the Court of Appeal, where she was led by James Fieldsend in Sheffield City Council v Oliver [2017] EWCA Civ 225 and represented the successful leaseholder in Skelton v DBS Homes (Kings Hill) Ltd [2017] EWCA Civ 1139.

 

She is a contributor to the 4th edition of “Service Charges and Management” by Tanfield Chambers. Her popular and well-regarded blog, Law and Lease, summarises and comments on service charge decisions. In 2016, she was awarded the fellowship of the Institute of Residential Property Management.

Kathryn-Hopkins

Kathryn Hopkins

Commercial Service Technical Lead, Stonewater

Kathryn is the Commercial Services Technical Lead at Stonewater and has worked in Housing for 11 years specialising in affordable homeownership, particularly Shared Ownership, for the last 7 years.   Kathryn has responsibility for the Commercial Services Team at Stonewater, including Shared Ownership, Leasehold, Right to Buy and Right to Acquire alongside Stonewater’s Commercial and Garage Portfolio.

Marcus Hook, Business Development Director - Learning Curve Group

Marcus Hook

Business Development Director, Learning Curve Group

Marcus has been involved in the training and education sector for the last 20 years working and supporting organisations to develop business and work force development strategies in order to meet their objectives.

 

He was involved with the initial trailblazer within the housing and property management sector in 2016 and helped to roll out the new apprenticeship standards in housing and property management in 2017 through a successful industry partnership. A qualified business adviser and skills broker, he will be able to support you to find the right solution to your business and training and development needs.

Lynn James, Trowers & Hamlins, National Leasehold Group Speaker

Lynn James

Partner, Trowers & Hamlins

Lynn advises both public and private sector clients on the full range of property litigation matters.

 

She specialises in all aspects of leasehold management including service charge disputes, the right to manage, enfranchisement and lease extensions, forfeiture, possession of shared ownership leases, statutory lease extension and lease interpretation. Lynn represents clients in relation to all of these matters both at Court and in the First-tier Tribunal (Property Chamber). She also works closely with other organisations in the sector speaking regularly at the NLG and NHF conferences and for the RICS seminar programme.

Paul Jepps - Director – Head of Service Charge, Fortus Business Advisors & Accountants

Paul Jepps

Director – Head of Service Charge, Fortus Business Advisors & Accountants

Paul has been working in a practice of Chartered Accountants for over 25 years and having dedicated his career to the service charge sector for the more than 20 years, has progressed his way to be Director and Head of Service Charge at Fortus.

 

During this time, Paul has been instrumental in establishing Fortus – Service Charge as a recognised award winning proposition in the property management sector and growing the client fee base from £75k to £1.2m.  What Paul love’s about working in the sector is the opportunity to change and improve standards, working with a strong team and network of like-minded professionals

Matthew Mason-Hames

Founder & ‘Head’ Coach – Mindset

Matthew Mason-Hames is the Founder and ‘Head’ Coach of Mindset, a company focussed on bring wellbeing, mental health and equality, diversity and inclusion (EDI) training and policies into the workplace. Matthew is also the owner of Mindset Sport which provides free mental health training for grassroots sporting clubs.

National Leasehold Group Conference Speaker: Steve Michaux

Steve Michaux

Director of Residential Services, A2Dominion

Steve has worked in Social Housing for 30 years and has been dealing with leasehold issues since the early 90s. He is currently Director of Neighbourhoods for A2Dominion Group with a portfolio of over 7000 leasehold properties. Steve is the chair of the National Housing Association Leasehold Forum and has taken an active role in promoting leasehold management as a professional specialism within housing associations.

National Leasehold Group Conference Speaker: James Shand

James Shand

Chairman, TriPartum

James is a strategic management consultant focusing on digital document printing and processes to create effective B2C communications. He has over 40-years’ experience in IT and digital print industries holding various senior management positions with a number of key UK service bureaus.

 

Today he is Chairman of TriPartum who optimise document communications utilising digital technologies to provide solutions through with multi-channel deliveries. One important sector today is Housing Associations where there is a need for transparency, clarity, improvement in customer experience through VfM solutions. TriPartum has proven solutions delivering unprecedented results across this sector utilising its experience, knowledge and insights for its other industry sectors.

Adrian Shaw, Head of Service Charges - Clarion Housing Group

Adrian Shaw

Head of Service Charges, Clarion Housing Group

Adrian has worked in social housing since the early 1980’s and became involved in low cost home ownership in the late 1990’s. He joined Centra Living (a part of Circle Housing Group) in February 2012 and was responsible for the management of 13,500 leasehold and intermediate housing properties, for the nine Group partners.

 

Following the formation of Clarion Housing Group in December 2016, he was appointed Head of Service Charges. He is an active member of the National Leasehold Group. He is also a member of the CIOH, RICS and IRPM. He is also a board member of Southwark’s newly formed Homeowners Agency.

Stuart Shield - Head of Housing, Learning Curve Group

Stuart Shield

Head of Housing, Learning Curve Group

Named one of the most Influential people in Property Management, Stuart has worked in the property industry for over 20 years and is the Head of Housing at Learning Curve Group.

 

Stuart has owned and run his own Estate & Lettings agencies and Property Management companies,  as well as working for large corporates and smaller independent companies at a senior level. This gives Stuart a unique insight into the industry and some of the problems, requirements and issues around knowledge and training. Having been based rurally in the South West and now in London he also understands the very different markets.

 

Stuart is also a garden designer and Landscape architect, providing him with a much more thorough understanding of grounds and grounds maintenance, an area which is often valuable and costly but missed by some managers.

Alan Wake, National Leasehold Group CEO

Alan Wake

CEO – National Leasehold Group

Alan specialises in Leasehold Training and Consultancy within the Public Sector. He is Co-Founder and Chief Executive of the National Leasehold Group, a large networking group for Leasehold professionals in Housing Associations.

 

Alan is involved in a number of cross sector initiatives with the aim of improving standards and education in property management. A Fellow of the Institute of Residential Property Management and a regular speaker at conferences.

Zoe Walheim - Director, Earl Kendrick

Zoë Walheim

Director – Earl Kendrick South

Zoë Walheim spearheaded the launch of Earl Kendrick’s Brighton office in 2016 and has cemented the company’s presence across the south. She has a particular passion for heritage buildings. Zoë has extensive experience in defect diagnosis, feasibility reports and preparation of planned maintenance schedules including life-cycle cost analysis. She primarily assists clients with preparing maintenance strategies for complex and historic buildings from Kent across to Dorset.

 

Having attended the Royal Institution of Chartered Surveyors (RICS) & SPAB Conservation Summer School, Zoë is also able to ensure appropriate conservation techniques are applied to maintenance works on heritage buildings. She has experience of internal property and communal area refurbishment schemes incorporating upgrade works from fire risk assessments and services renewal.

 

Zoë graduated with a BSc (Hons) from the University of Brighton, and became MRICS qualified in 2014 before obtaining both local authority and private sector experience. She is an active member of the RICS Matrics, promoting the profession within the region while supporting Earl Kendrick’s Graduates along the APC route. She presents regularly at property management events, fascinating her audiences with her vast photo library of defect affecting buildings of historical interest.