Treasury Conference and Exhibition e-brochure 2021

Sponsored by: 

IN HOUSING 

Wednesday 29 September 2021 

Financial 

leadership through 

uncertainty 

Group offer: 

buy three 

get a fourth 

half price 

Business Design Centre, London and online 

Click here to book online | treasury.housing.org.uk | events@housing.org.uk | 020 7067 1066 | @natfedevents #NHFTreasury

What will the next 

decade look like for 

treasury leaders? 

ABOUT AGENDA SPONSORS & EXHIBITORS BOOKING 

IN HOUSING 


More is expected from the treasury and finance 

functions than ever before. Treasurers provide 

advisory services; they help influence the business, 

they manage the unstable risk picture while helping 

to underpin company growth. They must be experts 

of change, specialists in multiple technologies and 

intelligence coordinators. All this on top of their daily job. 

Join us to at the only event for Treasury professionals 

in the housing sector to hear how senior treasurer and 

finance directors are delivering a vision that creates 

new value for their business. Be inspired by fresh ideas, 

engage with experts and reconnect with your peers. 

At this year’s Treasury in Housing, 

we’re focusing on how you can lead your 

organisation through uncertainty you 

face and look to the future. 

• Cash and liquidity management in 

a negative interest rate environment. 

• Stress testing treasury strategies for 

robustness and flexibility. 

• Alternative funding options and new 

equity structures. 

• Early adopter findings from ESG and 

impact investment. 

• Treasury leadership through coronavirus 

and beyond. 

• Property securitisation and charging. 

• Treasury strategies to manage rising fire 

safety and energy efficiency costs and 

to finance future commitments. 

In London or online? You choose. 

The conference will be held simultaneously at the 

Business Design Centre in London and on our virtual 

event platform. 

We’re really looking forward to seeing you in London 

on Wednesday 29 September. Our conference will have 

extra logistical measures in place to keep you feeling 

safe, confident and comfortable whilst meeting your 

peers face-to-face and also benefiting from the expert 

speakers and discussions on the day. Early booking is 

highly recommended to ensure you reserve one of the 

limited places to be part of the live audience in London. 

If you decide to join us online, it’ll be the slick, 

interactive experience that you’ve come to expect from 

an #NHFVirtual event with plenty of opportunities to 

ask questions, join discussions and meet your peers. 

And whatever ticket you purchase, you have options if 

you change your mind and you’ll receive access to all 

on-demand sessions in our rich content library until the 

end of 2021. 

Click here to book online | treasury.housing.org.uk | events@housing.org.uk | 020 7067 1066 

1

Agenda 

at a glance 

09:00 Registration opens 


Book your 

place in London 

by Friday 

3 September & 

save £100 

09:30-10:10 Breakfast briefing: Treasury leadership: preparing for boardroom scrutiny 

Ebele Akojie, Consultant eBaK and Board Member, Golding Homes 

James Tarrant, Group Head of Corporate Finance & Treasury, GreenSquare Group, Board Member, Newport City Homes 

Louise Leaver, Partner, Bevan Brittan 

Chair: Sarah Finnegan, Head of Member Relations, National Housing Federation 

10:20-10:30 Opening remarks from the Chair 

Tariq Kazi, Director of Corporate Finance, Optivo 

10:30-11:10 What does the economic outlook mean for housing associations? 

Daniel Tomlinson, Director, Resolution Foundation 

Nick Whitten, Head of UK Living Research, JLL 

11:10-11:50 Panel discussion: Cash and liquidity management in a changing environment 

Gloria Yang, Deputy Chief Executive, Origin Housing 

Simon Hills, Director, Prudential Policy, UK Finance 

Will Perry, Director of Strategy, RSH 

11:50-12:10 Networking break and meet the exhibitors 

Chat to fellow delegates one-to-one, take part in discussion boards or have a look around the exhibition. 


2


Breakout sessions – please select one option 

12:10-13:00 Strategic treasury 

leadership 

Alternative funding and 

new equity structures 

Lessons learnt on the private 

placement journey 

12:10 – 12:50 

Nathan Mallows, 

Director of Finance & ICT, 

Coastline Housing Group 

Rosemary Farrar, 

Chief Financial Officer, 

Platform Housing Group 

Vimal Gaglani, 

Director of Treasury and 

Financial Planning, Abri 

Chair: Imran Mubeen, 

Head of Treasury, Bromford 

12:15 – 12:55 

Catherine Raynsford, 

Director of Stakeholder and 

Investment Management, Hyde 

Sarah Forster, 

Chief Executive, 

The Good Economy 

Chair: Matt Cooper, 

Tax & Treasury Director, 

Places For People 

12:20 – 13:00 

Jason Searle, 

Head of Finance and Treasury, Settle 

Olu Oloruntuyi, 

Group Treasurer, Vivid Housing 

Sian Evans, 

Head of Finance, Coastal Housing 

Group 

James Walder, 

Executive Director of 

Finance & Business Support, 

North Star Housing Group 

Chair: Alexander Morgan, 

Director, Savills 


3


12:50-13:50 Networking lunch and meet the exhibitors 

Chat to fellow delegates one-to-one, take part in discussion boards or have a look around the exhibition. 

13:50-14:40 Latest considerations driving 

securitisation and property 

charging strategies 

Stress testing: 

building robust risk mitigation into 

treasury strategy 

Leadership lessons from the 

pandemic: managing a remote 

treasury function 

13:50 – 14:30 

Mariam Sani, 

Head of Securitisation and 

Asset Control, Legal & General 

Affordable Homes 

Yogeta Patridge, 

Treasury Solicitor L&Q 

Catherine Wilson, 

Director, Savills 

Chair: 

John Butler, 

Finance Policy Leader, 

National Housing Federation 

13:55 – 14:35 

Gursh Bains, 

Head of Risk, Catalyst 

Naresh Aggarwal, 

Associate Director Policy & Technical, 

Association of Corporate Treasurers 

Will Perry, 

Director of Strategy, RSH 

Chair: 

Naomi Dobraszczyc, 

Director of Finance & Resources, 

Nottingham Community Housing 

Association 

14:00 – 14:40 

Denise Campbell, 

Head of Treasury, 

Great Places Housing Group 

James Tarrant, 

Group Head of Corporate Finance 

& Treasury, GreenSquare Group 

Chair: 

Clementine Traynard, 

Policy Officer, 

National Housing Federation 

14:30-15:10 Networking break and meet the exhibitors. 


4


15:10-15:50 ESG and impact investment: lessons from early adopters 

Anne Costain, Director of Corporate Finance, Stonewater 

Imran Mubeen, Head of Treasury, Planning & Property, Bromford 

Anthony Marriott, Director of Treasury & Corporate Finance, Peabody 

Sarah Teacher, Executive Director, Impact Investing Institute 

15:50-16:30 Strategically balancing your investment in the past and financing of the future 

Matt Harisson, Project Director, Social Housing Decarbonisation Fund, BEIS 

Emma Turner, Head of Treasury and Corporate Finance, Riverside 

Emma Harvey, Programme Director, Green Finance Institute 

16:30-16:40 Closing comments from the Chair and end of the conference 

Tariq Kazi, Director of Corporate Finance, Optivo 

“ 

Very topical, broad agenda 

which at the same time covered 

subjects in depth. 

2020 virtual delegate, United Welsh 

Book your 

virtual ticket 

by Friday 

17 September & 

save £50 


5

Meet your sponsors 

and exhibitors 


An essential part of conference attendance is the opportunity to connect with sponsors 

and exhibitors to explore services and solutions that can help your organisation deliver its 

mission and social purpose. 

At Treasury in Housing 2021, we’ve left plenty of time in the programme for you to browse 

the exhibition in-person or virtually, catch-up with leading suppliers, view product 

demonstrations, download additional content and find out more about their offer. 

Pop by the exhibition when it suits you or if you prefer to plan your day, contact the 

supplier directly to book an appointment. 

“ 

A great conference, filled with 

high calibre speakers and really 

informative debate. 

2019 delegate, Greenberg Traurig 


6

Sponsors 


Louise Leaver 

Partner 

louise.leaver@bevanbrittan.com 

0370 194 7904 

www.bevanbrittan.com/housing 

Richard Petty 

Head of UK Living – Valuation Advisory 

richard.petty@eu.jll.com 

07767 413631 

www.residential.jll.co.uk/sectors/ 

affordable-housing 

Alex Morgan 

alexander.morgan@savills.com 

07976 539 243 

and Catherine Wilson 

catherine.wilson@savills.com 

07967 555 618 

www.savills.co.uk/sectors/ 

affordable-housing.aspx 

Bevan Brittan is a UK-Top 100 national 

law firm and market-leader within 

housing, local and central government 

and health and social care. Contact our 

award-winning team today to gain expert 

and solutions-focused legal advice that 

will enable delivery of your strategic 

objectives. 

A dedicated team of affordable housing 

experts at JLL work with registered 

providers, funders, investors and 

stakeholders to deliver trusted advice 

and assurance. JLL help their clients by 

identifying and optimising the value of 

housing assets, making them work harder 

financially also ensuring a profound and 

lasting impact on communities. 

Savills provides consultancy services to 

housing associations, local authorities, 

universities and residential investors. 

Combining development consultants, 

valuers, building surveyors, treasury 

specialists and management consultants 

they provide an integrated service. Their 

clients benefit from value for money, 

viability, de-risking and delivery while 

ensuring their advice is of the highest 

quality. 


7

Exhibitors 


Susie Rogers 

Partner 

Susie.rogers@capsticks.com 

0208 780 4829 

www.capsticks.com 

Lily Williams 

info@cfmsystems.com 

020 8959 0041 

www.cfmsystems.com 

Andy Gladwin 

a.gladwin@dtp.uk.com 

07775 745747 

www.dtp.uk.com 

Capsticks is a law firm providing specialist 

advice to housing and public sector 

organisations. Our nationwide practice 

represents more than 200 registered 

providers and is renowned for its work 

in regeneration, sales, loans and capital 

market transactions, securitisation, 

funding arrangements, procurement, 

planning, as well as housing management 

and leasehold projects. 

CFMS provide corporate performance 

management solutions for Financial & 

Operational Planning and Reporting. We 

tend to work with organisations that use 

spreadsheets and require solutions that 

are more analysable, maintainable and 

robust. We have a strong presence within 

Social Housing delivering Budgeting, 

Forecasting. Management Accounts, 

Service Charge Allocations. 

An independent consultancy providing high 

quality support to housing providers across 

the UK, our mission is to help businesses 

improve by offering a different perspective. 

We provide innovative and refreshing 

approaches to how organisations are run, 

and believe this differentiates us and gives 

us a unique insight into the market. 


8


Nigel Davies 

fixedinterest@kingswoodinstitutional.com 

0207 293 0736 

www.kingswood-group.com/ 

institution 

Kingswood Institutional specialises in the 

segregated management of surplus cash 

balances for institutional bodies on a 

discretionary basis. Kingswood also offer 

a pooled ESG Fund promoting access 

to sustainable investing. We currently 

manage over £1.2bn of cash assets for a 

variety of sectors. 

Nigel Letheren 

nigel.letheren@lawdeb.com 

07850 941082 

www.lawdebenture.com 

LawDeb has a dedicated social housing 

team and acts as bond trustee and 

security trustee in relation to the funding 

requirements of a wide range of housing 

associations registered providers 

throughout the UK and is appointed 

in relation to a number of large scale 

voluntary transfers. 

Joanna Gawlinska 

sales@m3h.co.uk 

07791 871759 

www.m3h.co.uk 

M3 provides a range of software solutions 

to help you manage your development 

more efficiently. Our range of M3Pamwin 

products allows a near-live view of your 

Development Programme, from initial 

viability assessments, through physical 

development to sales or handover to 

management. Contact our experts 

sales@m3h.co.uk 


9

ABOUT 

AGENDA 

SPONSORS & EXHIBITORS 

BOOKING 

Booking 

information 

Group offer 

It’s really productive to attend events with your 

colleagues to discuss and develop ideas that can 

be applied to your organisation, so when you 

book three places you’ll get a fourth half price. 

Early bird 

– book by 

3 September 

In-person 

Standard 

Early bird 

– book by 

17 September 

Virtual 

Standard 

No cancellation fees 

for 2021 

We know how important it is right now to have 

flexibility in booking which is why we are waiving 

cancellation fees across all events, giving you piece 

of mind that you will get your money back should 

your circumstances change. 

We are also offering the option for you to change 

your delegate ticket to the virtual option and 

vice versa nearer to the event with any price 

difference fully refunded. These offers will end 

30 days before the event. 

Member 

1000 homes 

Public sector / 

Not for profit 

£245 £345 £245 £295 

£345 £445 £295 £345 

£395 £495 £345 £395 

Private sector £525 £625 £445 £495 

Click here to book online 

BOOK NOW 

events@housing.org.uk 

020 7067 1066 

“ 

Another good conference with 

content that addressed the 

current economic issues. 

2020 virtual delegate, WHG 


10


What extra safety measures 

will be in place at the 

Business Design Centre? 

The NHF and the Business Design Centre have been 

accredited to run safer events. Some of the safety 

measures that will be in place include: 

• Temperature checks and self-declaration 

of health, upon arrival. 

• NHS track and trace upon entry. 

• Face coverings. 

• Social distancing and one way systems 

enforced around the venue. 

• Enhanced cleaning at venue, particularly 

in high traffic areas. Fixed seating will have 

been treated with fogging and electro-static 

cleaning, which lasts 30 days. 

• Enhanced ventilation. 

• Encouragement of regular handwashing 

and sanitising. 

• Staggered session times to avoid queues 

and groups gathering. 

“ 

I attended because I needed to 

increase my knowledge in this 

area as a Board member. It was 

worthwhile not only to get to grips 

with the current environment 

but also to appreciate some 

of the technical aspects that 

professionals are working with 

at the moment. 

2019 delegate, Teign Housing 

We’ve also tried to ensure that delegates will be able 

to avoid travelling during peak rush-hour in London. 


11

What matters to you, matters to us 

At Bevan Brittan we immerse ourselves in the challenges faced by the housing sector. Our highly-skilled 

lawyers have built up exceptional knowledge and gained invaluable experience to deliver you with a confident, 

rounded view on the issues of the day – whether advising on bank funding, capital markets and private 

placements, optimal charging or achieving your sustainability and diversity objectives. 

On a foundation of partnership, market insight and commercial strength, we proactively and passionately 

deliver legal and regulatory advice that generates outstanding results and truly delivers value for our clients. 

Louise 

Leaver 

Partner 

0370 194 7904 | 07789 909685 

louise.leaver@bevanbrittan.com 

Birmingham | Bristol | Leeds | London | Bevan Brittan LLP | @BevanBrittanLLP | www.bevanbrittan.com | 0370 194 1000

Affordable 

housing 

JLL are valuers, surveyors and property advisers. We have worked in the sector for over 25 years. We have a team 

of over 60 affordable housing specialists working throughout the UK. We advise RPs, funders, investors and developers, 

to help our clients optimise the value of social housing and commercial assets for lasting, social purpose. 

Contact: 

Richard Petty | richard.petty@eu.jll.com | +44 (0)7767 413 631 | jll.co.uk/residential

SAVILLS UK 

AFFORDABLE HOUSING 

HRA Valuations 

Valuations 

for Acquisition 

or Disposal 

Business Planning 

Debt 

Advisory 

Loan Security Valuations 

Accounts Valuations 

ABACUS:SFC 

(treasury management system) 

Hedging and risk 

management 

MV – Uplift 

Retained Treasury Advice 

Merger and 

Group-structure Advisory 

Mergers and strategic 

partnerships 

The UKs leading and longest established affordable housing adviser with over 100 professionals providing a 

complete multi-disciplinary advisory service. With experts in funding, valuation, investment, consultancy, surveying, 

risk regulation, development, compliance, safety and regeneration we understand every facet of social housing. 

All of our work is supported by the extensive expertise and resources available through the wider Savills network. 

For more information please contact: 

Alex Morgan 

Director, Savills Financial Consultants 

alexander.morgan@savills.com 

+44 (0)7976 539 243 

Catherine Wilson 

Director, Housing Valuation 

catherine.wilson@savills.com 

+44 (0) 7967 555 618 

savills.co.uk

As an NHF member, you have access to special rates or services from our Preferred Suppliers 

– reputable partners who have expertise within the social housing space. We negotiate 

preferential terms and conditions with these partners to help you save money, so that you 

can use your resources as efficiently as possible to deliver on your social mission. 

Our Preferred Suppliers 

HouseMark 

HouseMark helps you benchmark 

your housing management and 

maintenance and track issues 

such as homelessness, anti-social 

behaviour and tenant involvement. 

Isio 

New but established. Isio’s twenty 

partners led the pioneering pensions 

practice at KPMG, from where they 

originate. Simplifying the language 

and work around pensions, Isio 

provide a tailored service for housing 

associations. 

My Home Contents Insurance 

My Home is an affordable and 

flexible scheme designed to protect 

your tenants against a whole range 

of risks and there’s no cost to you as 

a member. 

MRI Real State Software 

Our preferred housing management 

solutions provider, MRI (former 

Castleton), offers a range of services 

to support your business operations 

and digital initiatives, offering 10% 

discount for NHF members. 

PfH 

The PfH consultancy offer includes 

strategic sourcing, spend analytics, 

strategic reviews, procurement health 

checks, merger solutions, asset 

management supply chain reviews 

and outsourcing solutions. 

Phoenix Software 

Phoenix Software is the UK’s leading 

supplier of software, hardware, 

devices, IT solutions and Software 

Asset Management services to housing 

associations in the UK. They offer 

members up to 60% off selected 

products and services 

Vantage UAV 

Vantage UAV is a drone services and 

solution company that can support 

projects on asset management, 

building safety, development, and 

regeneration. Their drones obtain high 

quality images of buildings in a safer, 

faster and more accurate way so that 

you can make informed decisions. 

Find out more: 

housing.org.uk/suppliers

The NHF’s Sector Suppliers are trusted companies that have been carefully curated and 

selected to provide expert advice and solutions for your organisation and its needs. 

Save time and money on research. 

Work with suppliers who understand your needs and have experience in working in the social housing sector. 

Our Sector Suppliers: 

AceOn 

Pioneering renewable energy 

and battery specialists 

supporting organisations in 

meeting Net Zero Carbon 

targets. Products provide an 

income stream for housing 

associations, whilst lowering 

tenant electricity bills and 

reducing carbon. 

Advantage Utilities 

Advantage Utilities is a forward 

thinking, energy and utilities 

consultancy passionate about 

helping housing associations 

cut costs, improve efficiency 

and achieve Net-Zero 

ambitions. 

Forbes Solicitors 

Offering NHF members a 

complete housing service, 

including frontline consultancy 

underpinned by litigation and 

wider legal reassurance. 

Life & Progress 

Providing modern Employee 

Assistance Programmes, to 

pioneer a unique supportservice 

for residents. Their 

Tenant Support & Wellbeing 

Service provides residents 

with confidential ‘supportin-the-moment’ 

counselling, 

professional advice and 

practical information. 

Maximus UK 

An end-to-end provider 

delivering more than 20 

employment, training, health 

and disability-related services 

to employers across the UK, 

through a dedicated account 

management team. 

Mobysoft 

Social Housing intelligence 

software to help landlords 

protect and maximise revenues, 

mitigate welfare reforms and 

embed efficiencies. 

MyConcern 

MyConcern provides 

safeguarding software and 

service for housing providers 

and the third sector. 

Parking Control 

Management (UK) Ltd 

(PCM) 

Parking Control Management 

(UK) Ltd (PCM) provides costneutral 

parking management 

services to commercial and 

residential clients across their 

privately owned car parks 

Pennington Manches 

Cooper 

Recognised for providing 

premium legal advice across a 

wide range of clients within the 

social housing sector. 

Resource Solutions 

Specialising in helping 

supported housing providers 

recover all necessary and 

eligible accommodation service 

costs through services charges. 

VAT Solutions 

Indirect tax specialists working 

exclusively in the care and 

housing sector. Achieving 

considerable VAT benefits 

for clients and implementing 

significant business efficiencies 

which spread well beyond VAT. 

Find out more: housing.org.uk/suppliers

IN HOUSING 


Book your place at: 

treasury.housing.org.uk 

events@housing.org.uk 

020 7067 1066 

#NHFTreasury | @natfedevents

Treasury Conference and Exhibition e-brochure 2021

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