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Company Accounting - tax return, Annual accounts and Annual return Training Course If you want to work in a Finance or Tax department of a business or as an accountant in well-known accountancy firms it is vital that you know how to prepare accounts for the company and submit them to the right places. This UK Tax accounting course will upgrade your skills to higher level. Completing this course will enable you learn more about the procedures involved in submitting Corporate Tax Return. Once you are skilled on this, you can offer this as a service to potential business clients and earn £££. If you are running a business you can process your own Business Tax return and Accounts, instead of paying someone else to do it. It will save a lot of money (£££) every year. You will stay ahead of the competition if you are looking for a job in the Accounting or Tax Industry once you are skilled Business Accounting and Tax procedures. Identifying requirements to set up a UK Company Identifying Statutory Requirements for Companies Introduction to Confirmation Statement processing Identifying Types of Companies based on size Identifying Types and requirements of various Submissions available Identifying minimum requirements in a Balance Sheet and Profit & Loss Account Identifying Tax Return periods and deadlines Identifying Penalties for Late filing Identifying Closing Down Procedures for Companies Introduction to the Filing Company accounts procedure Company house forms and correspondences Understanding of IXBRL requirements Understanding submission procedures using HMRC Online CT600 (Webfiling) Using one Business(SME/Micro Entity) case to understand the procedures on Annual Submission for Company Tax Return and Accounts submission

Going the digital experience research route? Learn how a human centric approach to digital transformation results in a positive experience for all involved.

This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1⁄2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1⁄2 day County Court suing and enforcement - 1⁄2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1⁄2 day Data Protection Act explained - 1⁄2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1⁄2 day Granting credit and collecting debt in Europe - 1⁄2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1⁄2 day Telephone techniques for successful debt collection - 11⁄2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11⁄2 hours What to do if you/your organisation are sued - 1⁄2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)

Duration 1 Days 6 CPD hours Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives. Many of us flinch when we hear terms like depreciation, cash flow, balance sheet, and (worst of all!) budgets. However, these are all important concepts to understand if you?re going to succeed in today?s business world, particularly as a supervisor. Even better, financial terms are not as scary as they seem. 1 - Getting the Facts Straight The first session will go over basic financial terms Explore their role in company finances Governing organizations in their area. 2 - The Accounting Cycle Four phases of the accounting cycle Key concepts: cash vs. accrual methods 3 - The Key Reports Take a close look at balance sheets and income statements Review cash flow statements and statements of retained earnings 4 - Keeping Score Explain the chart of accounts and single vs. double entry accounting. 5 - A Review of Financial Terms Introduction to some additional financial terms. 6 - Understanding Debits and Credits De-mystify accounting terms: debits and credits. 7 - Your Financial Analysis Toolbox Sources for financial data Tips on weeding out useless information Calculate common ratios Read an annual report, and some useful decision-making tools. 8 - Identifying High and Low Risk Companies Guidelines for identifying high and low risk companies. 9 - The Basics of Budgeting What is a budget? How a budget fits into the big picture The budgeting process 10 - Working Smarter Basic checklist of computer skills required for success How to choose an accounting package 11 - People and Numbers Dealing with finances Expense Reports Making cuts to someone?s pay? Provide tips on what to do. Additional course details: Nexus Humans Accounting Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Accounting Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Participants gain a foundational understanding of the UX design process, tools and techniques through an engaging mix of theory and practical application exercises.

Duration 1 Days 6 CPD hours This course is intended for This course is intended for those responsible for ITAD programs and other IT professionals involved in Asset Management, resource budgeting, finance, software licensing, contract management and strategic planning. Overview Students will learn the best practices in an IT Asset Management Program and align those processes with their organizations' business practices. They will be able to manage overall ITAM programs and demonstrate in-depth knowledge, operational knowledge and competence in asset disposal and process development. The IAITAM Certified IT Asset Disposition (CITAD) course prepares individuals to manage the IT asset disposal process within an organization. Best practices in IT Asset Disposition (ITAD) are broken down from policy management, data security to chain of custody transitioning. Attendees whose job responsibilities include ITAD will take away the knowledge of how to avoid risk of data loss and public exposure that surround a breakdown in ITAD process management. ITAD best practices, financial return, data security global implications and the importance of vendor management are just a few of the topics incorporated in the CITAD course. This course exposes the attendee to numerous concepts for ITAM that are relevant for both direct application and as a means of discussion for those persons who will implement, manage and direct ITAM initiatives for their organizations. This course includes the exam for CITAD certification. Course Outline Disposition Overview Disposition and ITAM Organizational Goals for Disposition ITAM Goals for Disposition Governance of Electronic Disposal Composition of E-Scrap Waste Management Laws Foundation for Disposal Management Policy Topics Relevant to Disposition Asset Standards Benefit Disposal The Role of Automation Data Security Governance Working with Vendors Selecting Vendors Due Diligence The Removal Process Software During Disposition Decision Factors for Retirement The Disposition Processes Financial Management & Measurement Additional course details: Nexus Humans Certified IT Asset Disposal (CITAD) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Certified IT Asset Disposal (CITAD) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

The Fintech Frontier: Why FDs Need to Know About Fintech,” the podcast where we delve into the world of financial technology There are numerous areas where fintech can make a significant impact. For example, payment processing and reconciliation can be streamlined through digital payment solutions and automated tools. Data analytics and artificial intelligence can enhance financial forecasting, risk management, and fraud detection. Blockchain technology can revolutionize supply chain finance and streamline processes involving multiple parties. By understanding the capabilities of these fintech solutions, FDs can identify areas for improvement and select the right technologies to optimise their financial operations. Additionally, fintech can greatly enhance financial reporting and analysis. Advanced data analytics tools can extract meaningful insights from vast amounts of financial data, enabling FDs to make data-driven decisions and identify trends and patterns. Automation of repetitive tasks, such as data entry and reconciliation, reduces the risk of errors and frees up valuable time for FDs to focus on strategic initiatives. The adoption of cloud-based financial management systems also provides flexibility, scalability, and real-time access to financial data, empowering FDs to make informed decisions on the go. With the rapid pace of fintech advancements, how can FDs stay up to date and navigate the evolving fintech landscape? Continuous learning and engagement with the fintech community are key. Attend industry conferences, participate in webinars and workshops, and engage with fintech startups and established players. Networking with professionals in the field, joining fintech-focused associations, and following relevant publications and blogs can help FDs stay abreast of the latest fintech developments. Embracing a mindset of curiosity and adaptability is crucial in navigating the ever-changing fintech landscape. I would also encourage FDs to foster partnerships and collaborations with fintech companies. Engage in conversations with fintech providers to understand their solutions and explore potential synergies. By forging strategic partnerships, FDs can gain access to cutting-edge technologies and co-create innovative solutions tailored to their organisation’s unique needs. As we conclude, do you have any final thoughts or advice for our FD audience regarding fintech? Embrace fintech as an opportunity, not a threat. Seek to understand its potential and how it can align with your organisation’s goals and strategies. Be open to experimentation and pilot projects to test the viability of fintech solutions. Remember that fintech is a tool to enhance and optimize financial processes, and as FDs, we have a crucial role in driving its effective implementation. https://www.fdcapital.co.uk/podcast/the-fintech-frontier-why-fds-need-to-know-about-fintech/ Tags Online Events Things To Do Online Online Conferences Online Business Conferences #event #fintech #knowledge #fds #frontier

An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. They may be hired on a full-time basis and carry a full CFO workload or can be recruited on a part-time or interim basis to focus on a specific merger or acquisition. This flexibility is ideal for start-ups and SMEs who don’t have the budget to recruit a full external team to oversee an M&A or to hire a full-time CFO. The CFO is a link between both companies engaged in the M&A, acting as the eyes and ears for both the board and CEO. Their financial skills enable them to identify potential M&A opportunities and incorporate risk management into their strategy to get the most value out of their deal. Most companies evolve their approach to mergers and acquisitions organically, especially those who rely on an M&A specialist instead of having a dedicated team that works solely on M&A. The CFO is responsible for considering any potential acquisitions, crunching the numbers involved, and ensuring due diligence. They’ll be responsible for determining the value of a potential M&A and presenting it to the company’s board and leadership team to determine whether to make the purchase. An M&A specialist is responsible for gathering the data – including both positive and negative factors – to present an objective look at the other organisation and the potential value the acquisition could bring. CFOs will spend most of their time getting to grips with the numbers involved, long before presenting the M&A proposal to the board. This exercise also requires them to have real-time insight into their own company’s performance, value, and finances to paint a wider picture. An M&A specialist will take the critical steps of ensuring that the numbers presented to them are correct. CFOs who don’t specialise in M&As will still have the skill set required to oversee the process but may lack the efficiency and unique insight of an M&A specialist. Companies that are exploring the option of a merger or being acquired by another company may also decide to recruit an M&A specialist to prepare their accounting. The organisation will want to ensure they present the correct numbers to get the correct valuation and prevent any delays further in the process if incorrect numbers pop up. Getting on top of the data early can enable CFOs to plan accordingly. Most will want to provide extra time within their strategy for any potential hiccups along the way. Spending more time on the data early on can speed up the process while still ensuring due diligence is met. Visit our website to learn more https://www.fdcapital.co.uk/mergers-and-acquistions-specialist/ Tags Online Events Things To Do Online Online Networking Online Business Networking #finance #insights #cfo #mergers #acquisitions

Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for the UK & Ireland will be on the 30th of October 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience (1 of 2): What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator AM - Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Keynote Address with Q&A from the audience (2 of 2): What to expect from Monique's Keynote: This isn’t your typical “communication 101” talk. Monique Helstrom brings 27 years of real-world experience, high-level insight, and zero fluff. She’s coached leaders, built operational ecosystems, and even served as the “Chief of Simon Sinek” (yes, that Simon Sinek). Safe to say, she knows a thing or two about working with humans—especially when they’re brilliant, busy, and occasionally impossible. In this keynote, Monique will: Call out the silent killers of great communication (you will relate) Show you how to set clearer expectations without sounding like a robot Teach you how to be both direct and kind (it’s possible, promise) Arm you with practical strategies that work in real-world pressure-cooker moments Remind you why your voice and presence matter—no matter your title Expect sharp insight, a few laughs, and a lot of “why has no one told me this before?” Monique's Career Bio: With 27 years of experience building humans and operational ecosystems, Monique coaches, recruits, and speaks with one mission: To help people become who they were always meant to be — effective, self-aware, and unstoppable. Formerly the Executive Assistant and “Chief of Simon Sinek,” Monique was the force behind the scenes of a global thought leadership brand. She’s worked with top executives, entrepreneurs, assistants, creatives, and mission-driven organisations around the world and has seen the same issue repeat itself time and time again: communication breakdown, unclear expectations, and wasted potential. So she decided to fix it. As a speaker, coach, and specialised recruiter, Monique delivers real talk and real strategies. She teaches principals how to work with, not just have, high-performing assistants and shows assistants how to stand tall, communicate clearly, and own their worth. Her work is rooted in practical psychology, pattern recognition, and the simple the truth that people can change when they’re given the tools and support to do so. Monique’s areas of expertise include: Communication — Building trust, clarity, and accountability for everyone. Executive presence — Strategic thought, self-confidence, and influence. How to lead, leverage, and grow high-performing assistant partnerships. Goal setting, feedback, and performance coaching that drives personal growth and business results. Identifying operational inefficiencies and translating them into clear, people-powered solutions. Source: Monique Helstrom - YouTube Channel. Panel Session Crisis Mode: What to do when everything goes wrong Master a step-by-step approach to prioritising and problem-solving under pressure. Strengthen emotional resilience and calm decision-making during unexpected disruptions. Learn how to communicate clearly and lead from behind in high-stress situations. Leah Temena Leah is a Senior Executive Assistant at JPMorgan Chase with over a decade of experience supporting C-Suite leaders—and a passionate voice for the growth, visibility, and leadership of administrative professionals. Alongside her corporate role, Leah runs a career coaching business across the U.S. and Asia. She empowers administrative assistants and Asian immigrant professionals elevate their executive presence, communicate their business impact, and break past cultural and professional barriers. At JPMorgan Chase, Leah serves as the North America Lead for the Career and Skills Pillar of SAGE, the firm’s employee resource group for administrative professionals. In this role, she develops and delivers programming that supports the professional development and upward mobility of admins across the region. Her background spans compliance, HR, presentation strategy, and nonprofit partnerships, with additional experience at Deutsche Bank and in nonprofit sectors. Leah holds a degree in Human Resources Management and completed her Professional Coaching Certificate through New York University. Mary Curry Mary Curry is a seasoned Executive Assistant and Business Operations professional with over 15 years of experience supporting C-suite leaders across technology, finance, construction, and aerospace. Known for her adaptability, sharp judgment, and proactive mindset, she excels at creating structure, optimizing workflows, and anticipating needs in fast-paced, high-growth environments. Mary brings a strategic edge to executive support, managing complex calendars, high-profile events, and confidential communications with precision. Her work has driven cost savings, streamlined operations, and enhanced executive impact. She is a Master Certified Microsoft Office Specialist, fluent in Google Workspace, and an early adopter of AI tools to enhance productivity and decision-making. Beyond her professional life, Mary is a certified sommelier, avid reader, and fitness enthusiast who believes that wellness, curiosity, and clarity are essential to showing up as a strong partner and leader. She’s passionate about building trusted relationships and helping leadership teams thrive from behind the scenes. Joanne Gard Joanne is an experienced Senior Executive Assistant with over 20 years of experience in the EA role as well as 15 years as a meetings and events professional. She has been supporting a Senior Partner at McKinsey & Company for 10 years and was recently presented a firm award that recognizes an inspirational colleague who inspires and motivates others to do the right things for our clients, our Firm, and our people. She is passionate about sharing her knowledge and drive for the role to others as a mentor and trainer. Joanne is driven to helping other EAs understand the importance of their role, the partnership they can have and the strategic part they can play in a powerful collaboration. She hopes to continue to help others learn how much more they can contribute and be the architect of their future. Annemarie Smith Annemarie Smith, an architect of executive operations 30+ years of global leadership experience spanning aerospace, healthcare, finance, legal, and manufacturing sectors across Canada, Qatar, Saudi Arabia, and the United States. A trusted advisor to C-suite executives and senior management, she blends operational efficiency with people-first leadership to elevate every agile environment she supports. As a systems thinker, Annemarie serves as an executive situational awareness amplifier, translating strategic vision into actionable impact. She streamlines operations using lean principles, safeguards executive priorities with discretion, and anchors administrative excellence in agility, inclusivity, and continuous improvement. As an architect of order, and execution, she organizes critical business reviews, aligns strategic calendars, and designs and delivers hybrid events that reflect the evolving needs of diverse and neurodivergent workforces. She champions knowledge sharing across the organization to empower the workforce, enhance digital collaboration, and strengthen the connective fabric that enables hybrid and remote work to thrive. Her expertise also extends to people operations and workforce planning by delivering live trainings, leading system rollouts, and partnering on strategic hiring. With attention to travel and expense oversight, she ensures compliance, accountability, and a seamless executive experience from boardroom to boarding gate. Annemarie’s entrepreneurial spirit is at the heart of EA Insights, a consultancy she founded to elevate the role of the executive assistant as a central intelligence hub and strategic partner. Through her published work at https://eainsights.biz, she shares powerful insights drawn from decades of navigating complexity with grace, bending time to meet priorities, and championing excellence behind the walls of corporate America. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.

Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for the UK & Ireland will be on the 30th of October 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience (1 of 2): What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator AM - Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Keynote Address with Q&A from the audience (2 of 2): What to expect from Monique's Keynote: This isn’t your typical “communication 101” talk. Monique Helstrom brings 27 years of real-world experience, high-level insight, and zero fluff. She’s coached leaders, built operational ecosystems, and even served as the “Chief of Simon Sinek” (yes, that Simon Sinek). Safe to say, she knows a thing or two about working with humans—especially when they’re brilliant, busy, and occasionally impossible. In this keynote, Monique will: Call out the silent killers of great communication (you will relate) Show you how to set clearer expectations without sounding like a robot Teach you how to be both direct and kind (it’s possible, promise) Arm you with practical strategies that work in real-world pressure-cooker moments Remind you why your voice and presence matter—no matter your title Expect sharp insight, a few laughs, and a lot of “why has no one told me this before?” Monique's Career Bio: With 27 years of experience building humans and operational ecosystems, Monique coaches, recruits, and speaks with one mission: To help people become who they were always meant to be — effective, self-aware, and unstoppable. Formerly the Executive Assistant and “Chief of Simon Sinek,” Monique was the force behind the scenes of a global thought leadership brand. She’s worked with top executives, entrepreneurs, assistants, creatives, and mission-driven organisations around the world and has seen the same issue repeat itself time and time again: communication breakdown, unclear expectations, and wasted potential. So she decided to fix it. As a speaker, coach, and specialised recruiter, Monique delivers real talk and real strategies. She teaches principals how to work with, not just have, high-performing assistants and shows assistants how to stand tall, communicate clearly, and own their worth. Her work is rooted in practical psychology, pattern recognition, and the simple the truth that people can change when they’re given the tools and support to do so. Monique’s areas of expertise include: Communication — Building trust, clarity, and accountability for everyone. Executive presence — Strategic thought, self-confidence, and influence. How to lead, leverage, and grow high-performing assistant partnerships. Goal setting, feedback, and performance coaching that drives personal growth and business results. Identifying operational inefficiencies and translating them into clear, people-powered solutions. Source: Monique Helstrom - YouTube Channel. Panel Session Crisis Mode: What to do when everything goes wrong Master a step-by-step approach to prioritising and problem-solving under pressure. Strengthen emotional resilience and calm decision-making during unexpected disruptions. Learn how to communicate clearly and lead from behind in high-stress situations. Leah Temena Leah is a Senior Executive Assistant at JPMorgan Chase with over a decade of experience supporting C-Suite leaders—and a passionate voice for the growth, visibility, and leadership of administrative professionals. Alongside her corporate role, Leah runs a career coaching business across the U.S. and Asia. She empowers administrative assistants and Asian immigrant professionals elevate their executive presence, communicate their business impact, and break past cultural and professional barriers. At JPMorgan Chase, Leah serves as the North America Lead for the Career and Skills Pillar of SAGE, the firm’s employee resource group for administrative professionals. In this role, she develops and delivers programming that supports the professional development and upward mobility of admins across the region. Her background spans compliance, HR, presentation strategy, and nonprofit partnerships, with additional experience at Deutsche Bank and in nonprofit sectors. Leah holds a degree in Human Resources Management and completed her Professional Coaching Certificate through New York University. Mary Curry Mary Curry is a seasoned Executive Assistant and Business Operations professional with over 15 years of experience supporting C-suite leaders across technology, finance, construction, and aerospace. Known for her adaptability, sharp judgment, and proactive mindset, she excels at creating structure, optimizing workflows, and anticipating needs in fast-paced, high-growth environments. Mary brings a strategic edge to executive support, managing complex calendars, high-profile events, and confidential communications with precision. Her work has driven cost savings, streamlined operations, and enhanced executive impact. She is a Master Certified Microsoft Office Specialist, fluent in Google Workspace, and an early adopter of AI tools to enhance productivity and decision-making. Beyond her professional life, Mary is a certified sommelier, avid reader, and fitness enthusiast who believes that wellness, curiosity, and clarity are essential to showing up as a strong partner and leader. She’s passionate about building trusted relationships and helping leadership teams thrive from behind the scenes. Joanne Gard Joanne is an experienced Senior Executive Assistant with over 20 years of experience in the EA role as well as 15 years as a meetings and events professional. She has been supporting a Senior Partner at McKinsey & Company for 10 years and was recently presented a firm award that recognizes an inspirational colleague who inspires and motivates others to do the right things for our clients, our Firm, and our people. She is passionate about sharing her knowledge and drive for the role to others as a mentor and trainer. Joanne is driven to helping other EAs understand the importance of their role, the partnership they can have and the strategic part they can play in a powerful collaboration. She hopes to continue to help others learn how much more they can contribute and be the architect of their future. Annemarie Smith Annemarie Smith, an architect of executive operations 30+ years of global leadership experience spanning aerospace, healthcare, finance, legal, and manufacturing sectors across Canada, Qatar, Saudi Arabia, and the United States. A trusted advisor to C-suite executives and senior management, she blends operational efficiency with people-first leadership to elevate every agile environment she supports. As a systems thinker, Annemarie serves as an executive situational awareness amplifier, translating strategic vision into actionable impact. She streamlines operations using lean principles, safeguards executive priorities with discretion, and anchors administrative excellence in agility, inclusivity, and continuous improvement. As an architect of order, and execution, she organizes critical business reviews, aligns strategic calendars, and designs and delivers hybrid events that reflect the evolving needs of diverse and neurodivergent workforces. She champions knowledge sharing across the organization to empower the workforce, enhance digital collaboration, and strengthen the connective fabric that enables hybrid and remote work to thrive. Her expertise also extends to people operations and workforce planning by delivering live trainings, leading system rollouts, and partnering on strategic hiring. With attention to travel and expense oversight, she ensures compliance, accountability, and a seamless executive experience from boardroom to boarding gate. Annemarie’s entrepreneurial spirit is at the heart of EA Insights, a consultancy she founded to elevate the role of the executive assistant as a central intelligence hub and strategic partner. Through her published work at https://eainsights.biz, she shares powerful insights drawn from decades of navigating complexity with grace, bending time to meet priorities, and championing excellence behind the walls of corporate America. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.