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Events
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PI Conferences, the company's events division created in January 2004, was set up in response to client feedback, which suggested that the marketplace desperately needed a high quality conferencing unit.
Events Archive
The Perfect Information Conference 2013
Aviator Hotel, Hampshire, 22nd - 24th May, 2013

The tenth Perfect Information Conference - PIC2013 "The Four P's of Development: professional, personal, proactive, planned". The conference took place in the Aviator Hotel, Hampshire, 22nd - 24th May, 2013.

The Perfect Information Conference 2013 - Closure Report

Perfect Information was proud to host the tenth anniversary Perfect Information Conference, the PIC 2013 in The Aviator Hotel, East Sussex from the 22nd - 24th May, 2013. The conference feedback to date has surpassed all expectations; delegates were thoroughly satisfied with their experience. We are so fortunate to have had such a supportive following from all of our sponsors: Bureau van Dijk; Business Monitor International; Clean Energy Pipeline; Experian; Financial Times; Global Security Finance; Lexis Nexis; Mergermarket; Prenax. We would like to take this opportunity to thank them all for their valuable support and dedication.

The conference programme, with its theme of The Four P's of Development: professional, personal, proactive, planned was varied, with content including; Navigating Your Career, Content in their Pockets, Re-Purposing, Compliance and Maximising your Linked In Impact and Understanding . As always, the PI team were determined that the conference would provide delegates with unbeatable networking opportunities as well as a dedicated learning environment. The delegate breakdown was:
  • Financial: 28%
  • Legal: 26%
  • Supply side: 26%
  • Other: 20% (incl. press, educational institutions, recruitment, industry bodies and consultants)
On the whole, the feedback was very positive, with 100% of feedback forms recommending that their company attend the conference in 2014. We have already had a number of excellent and exciting suggestions for topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • The overall conference was rated at 4.7 out of 5.
  • Aspects of the conference such as organisation, booking/admin & networking opportunities received scores above 4.6.
  • The main attractions for attending the event were the fact that the conference is one of a kind, the networking opportunities, programme content, the quality of the attendee list and previous attendance.
  • This year's speakers were all ranked highly with an average rating of 4.2 out of 5.
  • The most popular key note speakers were Malcolm Bryant (Morgan Stanley), Robin Neidorf (FreePint), and Colin Frankland (LinkedIn).
Networking & Social Events:
Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. This year's 10th Birthday party was sponsored by Experian.

For more information on this year's conference or any other Perfect Information events, please contact Carley Donegan (Head of Communications and Events) – carleyd@perfectinfo.com


PIC 2013 SPONSORS

Business Monitor International
BvD
Clean Energy Pipeline
Experian
The FT
Global Security Finance
Lexix Nexis
mergermarket
Prenax
SLA Europe


The Perfect Information Conference 2013

The Four P's of Development: professional, personal, proactive, planned

22nd - 24th May, 2013
Aviator Hotel, Hampshire
http://www.aviatorbytag.com


PI Events was created in January 2004 in response to client feedback suggesting that the marketplace desperately needed a high quality conferencing unit.

Celebrating its 10th birthday in May 2013, the PIC 2013 will take education, networking and the use of information to a whole new level.

The annual PI Conference attracts the industry's most influential players and key decision makers.

WHEN The PIC 2013 will be held from the 22-24th May, 2013.

WHO The conference will bring together the industry's most senior professionals alongside its top information vendors. The PIC provides key industry players with a one-of-a-kind networking, professional development and educational platform.

EXPLORE Take a few minutes to explore this site and understand what the PIC can do for your business, your team... but most importantly YOU!

LEARN MORE To learn more about the PI Conference please click here



Who will be at the PIC 2013?

The key profile of the delegates at the PI Conference is senior information, knowledge, library and market data managers from the leading city firms (banking, legal, professional services and supplier-side). Mixed with the top vendors from the information community, this conference really does showcase a unique blend of delegates for both supplier and client side alike.

What to expect at the PIC 2013

Education An unrivalled educational programme offering delegates a blended approach of learning. Including key note sessions, think tanks, workshops – incorporating both professional and personal development.

Networking The PI Conference offers an unrivalled platform for networking and building relationships (peer-to-peer, vendor-to-client, speaker-to-delegate).

Understanding The open-discussion forums and trusted environment of the PI Conference enables delegates to be 100% honest and unguarded in their opinions and feedback. This not only helps to create an unbiased view of the city information industry but also an understanding of consumer needs, supplier provision and the competitive landscape within the industry.

Relationship building The PI Conference provides end users and suppliers with two and a half days of uninterrupted time with one another (client-side, vendor-side and consultancy-side). At the event, they learn what is important to the end users, what is integral to suppliers to keep at the top of their game and most importantly, how suppliers and clients can work alongside each other to create a more sustainable and robust information and knowledge industry.

PIC 2012 SPONSORS

7 Side
aslib
BvD
The FT
Lexix Nexis
mergermarket
Prenax
Thomson Reuters


Programme of Events PIC 2013

22nd - 24th May, 2013
Aviator Hotel, Hampshire
http://www.aviatorbytag.com


The Four P's of Development: professional, personal, proactive, planned

Wednesday 22nd May,2013

14.00
Arrival and Check-in Aviator Hotel

18.00
Opening Evening Drinks Reception SPONSORED BY LEXIS NEXIS

Add Value or Die!
Allan Foster Information Industry Consultant, Business Information Survey 2013
  • Allan's 2013 Business Information Survey is entitled 'Add value or die - the fate of corporate information services' and is based on detailed interviews with 20 senior information managers on the organisation, resourcing, management and strategic priorities of their services.
  • His presentation of the results will raise some very serious questions about the affect of changed user demands, disruptive technologies, senior management scepticism and ever increasing costs pressures on these services.
  • What are the key characteristics of those services which are riding these pressures most effectively and carving out new futures?

19.30
Opening Evening Dinner

Thursday 23rd May, 2013

09.00
Official Opening of the PIC 2013
Greg Simidian CEO, Perfect Information Ltd

09.10
Chair Opening the PIC 2013 Business Programme
Stephen Phillips Executive Director, Morgan Stanley
Iain Simpson Norton Rose LLP

09.20
Navigating Your Career
Malcolm Bryant Managing Director and Head of Corporate Services for EMEA and Asia, Morgan Stanley
Malcolm Bryant's keynote will set the tone for the whole conference; challenge you to focus on your own career, as well as provide some practical advice on what you can do to actively position yourself for future opportunities and fulfil your personal goals and aspirations

10.10
Coffee and Refreshments SPONSORED BY LEXIS NEXIS

10.25
Content in their Pockets
What users want, what publishers produce and how information managers deliver
Robin Neidorf Director of Research, FreePint
  • Two years ago, mobile delivery was rarely a priority for content buyers. Today, it's an urgent topic with a lot of activity and little resolution. What's changed in such a short period of time?
  • In a word, everything: Devices, user expectations, publisher innovations, enabling software and the ability of business divisions like IS, IT, legal and compliance to collaborate on solutions.
  • FreePint has been studying these trends for 4 years and runs a Community of Practice for information managers to help them stay on top of this rapid change. Learn from research results as well as peer-to-peer dialogue about where mobile delivery is going and how to increase your organisation's readiness to succeed in the journey.

11.15
Snack and Go

11.25
Re. Purpose: traditional skills, new opportunities
Jennifer Summers Director, ONEIS

  • Articulating the purpose and value of information skills
  • New careers with traditional information management skills
  • Innovation in delivering information services

12.15
Networking Lunch

13.15
ROUND #1: Internal Alliances - Check Mate!


Choose one of three to attend:
  • The Special Relationship: working effectively with IT

    Jennifer Summers Director, ONEIS
    Ben Summers Technical Director, ONEIS
    • Practical skills to develop productive working relationships with IT colleagues
    • Universe-IT challenge: is your technical lingo holding you back?
    • How to get your IT problems solved: tips on reporting issues to get the result you want
    • Successful IT projects: how to ensure the success of your IT project.
  • Complying with Compliance (should be attended as well as Round #2 Complying with Compliance)

    Tom Brown Director, Tbrown Consulting
    • Working in the best interest of the KYC Team – How much information is needed for you to be compliant?
    • KYC document requirements for selected entity types – A look at Individuals, Ltd's, Plc's, Foundations, Trusts, Private Equity & Hedge Funds
    • What tools do you need for a full KYC/CDD check? – Tools to capture AML, KYC, Risk and payment monitoring requirements.
  • Identity, insights, everywhere - power your professional brand

    Colin Frankland Talent Relationships Manager, Talent Solutions, LinkedIn

    What does your online professional brand look like? Are you drawing value from it? Are you a key influencer within your network? Professional social networking is no longer about having a profile and managing your connections. This session explores how you can:
    • Craft a stellar profile and professional brand
    • Acquire insights and extend your knowledge
    • Build credibility with peers and colleagues

14.15
ROUND #2: Internal Alliances - Check Mate!
Choose one of four to attend:
  • The Special Relationship: working effectively with IT
  • Complying with Compliance (should be attended as well as Round #1 Complying with Compliance)
  • Identity, insights, everywhere - power your professional brand

15.15
Snack and Go

15.25
Managing Compliance and Risk on an International Level

Tom Brown Director, Tbrown Consulting

KYC and Compliance legislation in an international arena
  • New risks and challenges in the AML monitoring world
  • How do we identify red flags and proffer solutions to deal with the risk exposed?
  • The need to maintain consistency, uniformity and a centralized system within an MNC (Multinational Company)

16.25
Coffee and Refreshments

16.40
Hot Topic Think Tanks discussions for you, by you

Five industry focussed topics, two twenty minute rotations
  1. 1 - Acquisitions (DARRON CHAPMAN - TFPL)
  2. 2 - Buy in to information from reluctant users (EMMA WHITLAM - NM Rothschild)
  3. 3 - Project and Programme Management (JULIA HORDLE - TFPL)
  4. 4 - Team Motivation (EMMA KING - PwC)
  5. 5 - Are vendors adding demonstrable value (ROBERTA DE GREGORIO - PI)
17.20
Chair Closing Remarks for the Day

19.15
PIC 10th Birthday Drinks

20.30
PIC 10th Birthday Surprise Party

Friday 24th May, 2013

09.30
Chair Opens the Business Programme

09.40
Enabling Access to 'Perfect Information' in an imperfect world

Panel Discussion
Robin Neidorf Director of Research, FreePint
Rob Martin Director of Federated Search, Thomson Reuters Solcara
Jenifer Howie Director of Knowledge Services, Mischon de Reya
Iain Simpson Consultant, Norton Rose LLP
  • The volume, number of sources and the frequency of updates is becoming increasingly difficult to manage
  • Is the source of the information you consume as important as getting the search result?
  • How do you guide users to and monitor the consumption of information across different systems and resources?
  • What is the risk to your business when users access imperfect Information or information resources?

10.45
Snack and Go

11.00
The Art of Engagement

Linda Cockburn Facilitator and Coach
  • Tools and techniques for powerful presentations
  • Understanding your audience - what do they want?
  • Finding your story - creating a compelling narrative
  • Confidence boosting - preparing yourself for presentations

12.00
Awards Lunch

12.30
Closing Remarks of the PIC 2013

at Lunch
The Perfect Information Conference 2012
Ashdown Park Hotel, East Sussex 8th - 10th May, 2012

The ninth Perfect Information Conference - PIC2012 "Information: online, offline, local, global". The conference took place in Ashdown Park Hotel, East Sussex from the 8th-10th May, 2011.

The Perfect Information Conference 2012 - Closure Report

Perfect Information was proud to host the ninth Perfect Information Conference, the PIC 2012 in Ashdown Park Hotel, East Sussex from the 8th - 10th May, 2012. The conference feedback to date has surpassed all expectations; delegates were thoroughly satisfied with their experience. We are so fortunate to have had such a supportive following from all of our sponsors: 7Side; Bureau van Dijk; Experian; Financial Times; Lexis Nexis; Mergermarket; Prenax; Thomson Reuters. We would like to take this opportunity to thank them all for their valuable support and dedication.

The conference programme, with its theme of Information: online, offline, local, global was varied, with content ranging from understanding the implications of the revised data protection legislation to maximising the productivity and synergy of staff in global offices. As always, the PI team were determined that the conference would provide delegates with unbeatable networking opportunities as well as a dedicated learning environment. The delegate breakdown was:
  • Financial: 26%
  • Legal: 24%
  • Supply side: 28%
  • Other: 22% (incl. press, educational institutions, recruitment, industry bodies and consultants)
On the whole, the feedback was very positive, with 100% of feedback forms recommending that their company attend the conference in 2013. We have already had a number of excellent and exciting suggestions for topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • The overall conference was rated at 4.4 out of 5.
  • Aspects of the conference such as organisation, booking/admin & networking opportunities received scores above 4.5.
  • The main attractions for attending the event were the fact that the conference is one of a kind, the networking opportunities, programme content, the quality of the attendee list and previous attendance.
  • This year's speakers were all ranked highly.
    • The most popular key note speakers were Jonathan Armstrong (Chair), Hugh Jones (Data Protection), Victoria North (Going Global), Darron Chapman and Emma King (panellists).
    • The most popular workshop hosts were Simon Finn and Sinead Nulty (online presence), Simon Carter (Make It Clear), Natasha Murray (Social Media) and Stuart Holcroft and Nigel Griffiths (Managing Pressure).
Networking & Social Events:
Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. This year's pre-conference evening was the Financial Times BBQ which opened with an entertaining anecdotal speech from Mrs Moneypenny. This year's Gala Dinner and Champagne Reception, hosted by Thomson Reuters, was thoroughly enjoyed by all – great food, lovely music and superb company.

For more information on this year's conference or any other Perfect Information events, please contact Carley Donegan (Head of Communications and Events) – carleyd@perfectinfo.com


PIC 2012 SPONSORS

7 Side
aslib
BvD
The FT
Lexix Nexis
mergermarket
Prenax
Thomson Reuters


The Perfect Information Conference 2012

INFORMATION: online, offline, local, global

8th, 9th 10th May 2012
ASHDOWN PARK HOTEL, EAST SUSSEX
http://www.ashdownpark.co.uk


PI Conferences is pleased to announce the ninth Perfect Information Conference - PIC2012 "Information: online, offline, local, global". The conference will take place in Ashdown Park Hotel, East Sussex on the 8th, 9th, 10th May 2012.

Each of the topics to be discussed at the PIC 2012 has been developed and selected from a vast amount of delegate feedback and interviews, as well as months of research. As a result, the programme is a true reflection of the most prominent issues facing the information industry in 2012. The conference will incorporate keynote presentations, panel discussions and focussed breakout sessions, along with opportunities for delegates to network with their peers, colleagues and industry friends.

Keynote Sessions to include:
  • Moving and Shaping in a Mobile World
  • Data Protection - a global issue
  • Free vs Fee
  • Going Global
  • Is the Industry Lacking Body?

Workshops cover a variety of topics including:
  • Social Media (application and legislation)
  • The Debt Capital Markets
  • Effective Written Communication Skills
  • Vendor Portfolio Management
  • Outsourcing
  • Managing Pressure and Effective Decision Making

Who Should Attend?

This conference targets all senior information and knowledge professionals within investment banking, law, accountancy, consultancy institutions and public sector organisations.

Why Attend?
  • Increase professional development & enhance your industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Opportunity to network & socialise with industry colleagues, old & new, & with your suppliers
  • Enjoy practical & interactive sessions with industry experts
  • Identify changes & tackle current industry challenges

Further Information For more details on the conference please contact Carley Donegan, Tel: +44 (0) 207 892 4282, Email carleyd@perfectinfo.com.

PIC 2012 SPONSORS

7 Side
aslib
BvD
The FT
Lexix Nexis
mergermarket
Prenax
Thomson Reuters


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PIC 2012 SPONSORS

7 Side
aslib
BvD
The FT
Lexix Nexis
mergermarket
Prenax
Thomson Reuters

The Perfect Information Conference 2011
Tylney Hall Hotel, Hampshire, 17th, 18th and 19th May 2011

The eighth Perfect Information Conference - PIC2011 "Change: Adapt and Capitalise". The conference took place in Tylney Hall Hotel, Hampshire from the 17th-19th May, 2011.

The Perfect Information Conference 2011 - Closure Report

Perfect Information was proud to host the eighth Perfect Information Conference, the PIC 2011 in Tylney Hall Hotel, Hampshire from the 17th-19th May, 2011. The conference feedback to date has surpassed all expectations, delegates found the experience significantly rewarding. We are so fortunate to have had such a supportive following from all of our sponsors: 7Side; Bureau van Dijk; Experian; Financial Times; ISI Emerging Markets; LexisNexis; mergermarket; and Thomson Reuters. We would like to take this opportunity to thank them all for their valuable support and dedication.

The conference programme, with its theme of Change, Adapt, Capitalise, was varied, with content ranging from recent changes and developments in the Bribery Act and Data Protection, to outsourcing and assessing the effects of social media. As always, the PI team was determined that the conference would provide delegates with unbeatable networking opportunities, as well as a dedicated learning environment. The delegate breakdown was:
  • Financial: 37%
  • Legal: 22%
  • Supply side: 23%
  • Other: 18% (incl. press, educational institutions, recruitment, industry bodies and consultants)
On the whole, the feedback was very positive, with 100% of feedback forms recommending that their company attend the conference in 2012. We have already had a number of excellent and exciting suggestions for topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • The overall conference was rated at 4.7 out of 5.
  • Aspects of the conference such as organisation, booking/admin, networking opportunities & venue facilities received scores above 4.5.
  • The main attractions for attending the event were the fact that the conference is one of a kind, the networking opportunities, programme content, attendee list and previous attendance.
  • This year's speakers were all ranked highly. The most popular speakers were Mark Hargreaves (Chair), Jonathan P Armstrong (Social Media panel discussion), Sarah Fahy (Outsourcing Panel Discussion), Stephen Phillips (Defining Value) and Delia Cox (Turning Requests into Products).
Networking & Social Events:
Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. This year's pre-conference evening was the mergermarket barbeque preceded by Pimms and prosecco on the lawns. This year's gala dinner and champagne reception, hosted by Experian, was thoroughly enjoyed by all – great food, lovely music and superb company.

For more information on this year's conference or any other Perfect Information events, please contact Carley Donegan (Head of Communications and Events) – carleyd@perfectinfo.com


PIC 2011 SPONSORS

7Side
BVD
Experian
Financial Times Corporate
ISI Emerging Markets
LexisNexis
mergermarket
Sweet & Maxwell

The Perfect Information Conference 2011

Change: Adapt and Capitalise

17th, 18th and 19th May 2011
Tylney Hall Hotel, Hampshire
http://www.tylneyhall.co.uk

PI Conferences is pleased to announce the eighth Perfect Information Conference - PIC2011 "Change: Adapt and Capitalise". The conference will take place in Tylney Hall Hotel, Hampshire from the 17th-19th May, 2011.

Each of the topics to be discussed at the PIC 2011 has been developed and selected from a vast amount of delegate feedback and interviews, as well as months of research. As a result, the programme is a true reflection of the most prominent issues facing the information industry in 2011. The conference will incorporate keynote presentations, panel discussions and focussed breakout sessions, along with opportunities for delegates to network with their peers, colleagues and industry friends.

Keynote Sessions to include:
  • An Insight into SharePoint
  • The New Age of the City: increased regulation, combating threats
  • Future Focus: a social world?
  • Maximising Relationships with Vendors
  • Panel Discussion - Outsourcing, Offshoring and Onshoring

Who Should Attend?

This conference targets all information professionals within investment banking, law, accountancy, consultancy institutions and public sector organisations.

Why Attend?
  • Increase professional development & enhance your industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Opportunity to network & socialise with industry colleagues, old & new, & with your suppliers
  • Enjoy practical & interactive sessions with industry experts
  • Identify changes & tackle current industry challenges

PIC 2011 SPONSORS

7Side
BVD
Experian
Financial Times Corporate
ISI Emerging Markets
LexisNexis
mergermarket
Sweet & Maxwell

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PIC 2011 SPONSORS

7Side
BVD
Experian
Financial Times Corporate
ISI Emerging Markets
LexisNexis
mergermarket
Sweet & Maxwell
The Perfect Information Conference 2010
Luton Hoo Hotel, Bedfordshire, 11th, 12th and 13th May 2010

The seventh Perfect Information Conference - PIC 2010: Proactively Taking Information to the Next Level. The conference took place in Luton Hoo, Bedfordshire from the 11th-13th May, 2010.

The Perfect Information Conference 2010 - Closure Report

Perfect Information was proud to host its seventh Perfect Information Conference, the PIC 2010 in Luton Hoo Hotel, Bedfordshire from the 11th - 13th May, 2010. The conference was held in a beautiful venue providing our delegates with a level of service which was exceptional - no detail was missed. We are so fortunate to have had such a supportive following from all of our sponsors: 7Side; Alacra; Bureau van Dijk; Experian; FactSet; Financial Times; FreePint; ISI Emerging Markets; Lexis Nexis; Mergermarket; One Source Information Services Ltd. We would like to take this opportunity to thank them all for their valuable support and dedication.

The PIC had one of its highest turnouts to date this year with over 125 delegates having gathered in Bedfordshire to learn how to "Proactively Take Information to the Next Level". The PI team were determined that the conference would provide delegates with unbeatable networking opportunities as well as a dedicated learning environment. Speakers ranged from leading figures within the Information Industry to leaders in soft skill fields (in areas of maximizing personal impact, financial education, change management, etc.). The delegate breakdown was:
  • Financial: 35%
  • Legal: 19%
  • Supply side: 25%
  • Accountancy: 7%
  • Other: 14% (incl. press, educational institutions, recruitment, industry bodies and consultants)
On the whole, the feedback was very positive, with the vast majority of feedback forms recommending that their company attend the conference in 2011. We have already had a number of excellent and exciting suggestions for topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • Aspects of the conference such as organisation, booking/admin, networking opportunities & venue facilities received scores above 4.5.
  • The main attractions for attending the event were the networking opportunities, programme content, attendee list, previous attendance, word of mouth and the opportunity to have time out of the office to think.
  • This year's speakers were all ranked highly. The most popular speakers were Ed Pugh (Communication Boot Camp), Lesley Robinson (chair), Stephen Archer (Economic Climate), Suzanne Wheatley (Maximising Personal Impact) and Isabella Folwell (Contract Negotiation).
Networking & Social Events:

Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. This year's pre-conference evening was the Alacra barbeque preceded by a prosecco reception. This year's Gala Dinner and Champagne Reception, hosted by Experian, was thoroughly enjoyed by all - great food, lovely music and superb company.

For more information on this year's conference or any other Perfect Information events, please contact Carley Donegan (Head of Communications and Events) - carleyd@perfectinfo.com


PIC 2010 SPONSORS

7side
alacra
Bureau Van Dijk
Experian
FactSet
Free Pint
The FT
ISI Emerging Markets
LexisNexis
mergermarket
OneSource

The Perfect Information Conference 2010

Proactively Taking Information to the Next Level

11th, 12th and 13th May 2010
Luton Hoo Hotel, Bedfordshire
http://www.lutonhoo.co.uk

PI Conferences is pleased to announce the seventh Perfect Information Conference - PIC2010: Proactively Taking Information to the Next Level. The conference will take place in Luton Hoo, Bedfordshire from the 11th-13th May, 2010.

Each of the topics to be discussed at the PIC 2010 has been developed and selected from a vast amount of delegate feedback and interviews, as well as months of research. As a result, the programme is a true reflection of the most prominent issues facing the information industry in 2010. The conference will incorporate keynote presentations, panel discussions and focussed breakout sessions, along with opportunities for delegates to network with their peers, colleagues and industry friends.

Keynote Sessions to include:
  • Communication Boot Camp
  • Looking Ahead at the Future of the Information Professional and Professional Institute
  • The Economic Climate
  • Enterprise 2.0: the use of social tools for the corporate environment
  • Panel Discussion - The Future of News (featuring panellists from: The Copyright Licensing Agency, LexisNexis, Newspaper Licensing Agency and The Financial Times)
Who Should Attend?

This conference targets all information professionals within investment banking, law, accountancy, consultancy institutions and public sector organisations.

Why Attend?
  • Increase professional development & enhance your industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Opportunity to network & socialise with industry colleagues, old & new, & with your suppliers
  • Enjoy practical & interactive sessions with industry experts
  • Identify changes & tackle current industry challenges
Further Information For more details on the conference please contact Carley Donegan, Tel: +44 (0) 207 892 4282, Email carleyd@perfectinfo.com.


PIC 2010 SPONSORS

7side
alacra
Bureau Van Dijk
Experian
FactSet
Free Pint
The FT
ISI Emerging Markets
LexisNexis
mergermarket
OneSource

LESLEY ROBINSON
DIRECTOR, LESLEY ROBINSON CONSULTING

Lesley Robinson Lesley Robinson set up Lesley Robinson Consultancy Services Ltd in 1999, specialising in advising organisations on information, knowledge and records management strategies, the marketing and development of information services and the coaching and development of information teams. She works in both the public and private sectors, helping clients to run their information services more efficiently and effectively and maximise their value to the organisation.

Some recent projects have included reviewing an information service within a law firm and devising a 3 year strategic plan, assisting a charity with the merger and realignment of two internal information services and working with an NHS division to realign their knowledge management strategy.



ED PUGH

Ed Pugh Armed with a geography degree from Cambridge University, Ed decided to avoid a desk bound existence and joined the Army in search of adventure. After a brisk year of officer training at Sandhurst, where he learnt to salute anything that moved and polish anything that didn't, he started his military carreer, facing his first communication challenges in charge of a platoon ofinfantry soldiers in Northern Ireland. After two further tours of Northern Ireland the novelty was starting to wear off, but thankfully his regiment was posted to Germany and retrained in armoured warfare. They subsequently deployed to Kuwait in January 2003 and, purely by chance, Ed found himself heading north into Iraq in charge of the lead platoon of the lead battlegroup of the British Army's lead brigade (the famous Desert Rats). Feeling lucky to have survived this experience, he subsequently left the Army in search of a sensible job and a wife. He found both, is now married with a young son, and works as a Sales and Marketing manage for specialist insurer Hiscox.



ALAN FRICKER
ON BEHALF OF CILIP

Alan Fricker Alan is the Knowledge & Library Service Manager at Newham University Hospital NHS Trust. He has worked in the NHS for ten years and enjoys the variety of challenges managing a special library brings. Alan has, at various times, been Chair of Health Libraries Group (HLG), a member of the working group that defined a Public Health policy for CILIP and active in other committee roles / networks. He is currently Chair of the Health Library and Information Services Directory Service Board and HLG representative on the Strategic Health Authority Library Leads convened Consumer Health Information Group. He is an active participant in online fora, including writing on the group blog http://healthinformaticist.wordpress.com. Alan is one of nine members of the CILIP Defining our Professional Future Project Board.



STEPHEN ARCHER
PARTNER, SPRING PARTNERSHIPS

Stephen Archer Stephen Archer is a Business Analyst and Partner of UK business consultancy Spring Partnerships. A business graduate and chartered director, Stephen is a consultant to FTSE 100 and multi-national companies in the UK and internationally at CEO level. He provides analysis on global EU and UK business trends, talks about what measures the government should take and what businesses need to do to break the depressed economic cycle, restore confidence and get back on track. He also provides advice for businesses about how to move forward and the measures that are needed, in particular, leadership skills. He has had extensive radio and TV experience and recently, he appeared on BBC TV News 24 speaking on recessionary trends.

Stephen is a Member of the Chartered Institute of Marketing and a Member of the Institute of Directors.



MAT PFLEGER
DIRECTOR OF SALES & MARKETING, THE COPYRIGHT LICENSING AGENCY

Mat Pfleger Mat Pfleger is UK Sales and Marketing Director at the Copyright Licensing Agency with responsibility for all licensing activity into the Business, Education and Government sectors. He was previously Commercial Manager at the British Library and Head of E-Publishing at Leatherhead Food International. He has over 15 years experience in the information/publishing industries.






STEPHEN PERRY
INDEPENDENT KNOWLEDGE & INFORMATION MANAGEMENT ADVISER

Stephen Perry Steve is a business focused knowledge and information management professional with over 25 years experience in four professional services firms: Freshfields Bruckhaus Deringer, KPMG, Hill Samuel Bank and Ashurst. The key themes throughout his career have been helping organisations share information/knowledge and collaborate across organisational boundaries.

While at KPMG, Steve led the implementation of KClient, the eRoom client collaboration solution and was part of the implementation team for KWorld, the global knowledge sharing system. He also worked on client advisory assignments in financial services and Government.

His recent experience has included advising a mid-sized law firm on their social business strategy and a business case for a pilot and while at Freshfields, he led the implementation of web 2.0 solutions, including an enterprise-wide wiki social intranet.

Steve is on the Managing Partners' Forum Knowledge Panel and hosted a forum on social business in June 2009. He is now an independent knowledge management adviser working with a number of professional services firms on how they could use Enterprise 2.0 (the umbrella term for social business networking/computing) to improve the effectiveness of their organisation. He is also a partner in Headshift's project delivery network.



ANDREW HUGHES
COMMERCIAL DIRECTOR, NEWSPAPER LICENSING AGENCY

Andrew Hughes Andrew Hughes is the Commercial Director, of the Newspaper Licensing Agency, which he joined in mid 2004. He was responsible for the business planning and operational implementation of the eClips database and now leads the team developing plans for its wider applications. These include web licensing and content (www.nla-web.com), international development, ClipSearch (the online research service), ClipShare (the journalist research site), NLA Republishing and other developments. Andrew is also Vice President of the Press Database and Licensing Network (www.pdln.info).

Andrew was at OneSource Information Services from 1998 until 2004, with responsibility for global content relationships as Vice President Content and also Commercial Director of the UK and European operations. He created alliances with leading suppliers of CRM, portal and knowledge management solutions, as well as with content providers, such Dun & Bradstreet.

Andrew joined OneSource Information Services from Financial Times Electronic Publishing, where he was Commercial Director responsible for strategy, pricing, business development and content acquisition for products including FT Profile and BMC (Broadcast Monitoring Company), as well as content licensing.



DAN MARSHALL
COMMERCIAL DIRECTOR, LEXISNEXIS

Dan Marshall Dan Marshall has been with LexisNexis since 2006. He took over as Commercial Director for the News & Business division in the UK in 2008. Well-versed in the challenges of handling and analysing traditional media, user-generated content and financial information, Dan leads a team of content and software specialists working on new product development, content licensing and customer projects across a range of LexisNexis business intelligence solutions.




ALISON PARKER
DIRECTOR OF CONTENT SYNDICATION, FINANCIAL TIMES

Alison Parker Alison Parker is Director of Content Syndication at the Financial Times and has been integral to the development and implementation of the FT's direct content licensing strategy introduced in to the market in October 2007.

Alison's role at the FT currently encompasses the management of syndicating FT content to other publishers around the world and via aggregators in to the specialist education and public library markets, and ad hoc re-use of FT content. Alison also has responsibility for the operational support of the B2B Content Sales business at the FT and has represented the FT on the board of the Newspaper Licensing Agency since 2006.

Alison has been with the Financial Times since 1987 starting in the FT's Profile Information business through various commercial roles, extending to being a key part of the World Reporter project as Project Director, and then moving into the mainstream FT operation in 2003 taking on a wider syndication responsibility.



CLAIRE BATY
GROUP FINANCIAL CONTROLLER, CENTAUR MEDIA PLC

Claire Baty Claire trained in an accounting practice in Manchester, working with a variety of small and medium sized businesses, and qualified as an accountant in 1999. She relocated to London in 2001 and progressed in her career as an audit manager specialising in the media and publishing sector and working with large and multinational groups. In her 10 years as an auditor, Claire worked with over 100 businesses and so has a wide knowledge of the variety of financial reporting formats used across different businesses.

Claire decided to leave accounting practice in 2004 to work for Thomson-Reuters, and subsequently joined Centaur Media plc in 2006, initially as Group Reporting Manager where she led the project to convert the financial accounts to International Financial Reporting Standards. Claire progressed quickly up the ranks to become Group Financial Controller by 2008 and is now responsible for all financial processing and all internal and external reporting.

Claire is a fellow of the Association of Chartered Certified Accountants ("ACCA"), and also was a member of the ACCA Corporate Sector panel between 2004 and 2007. She also holds an MBA (Finance) from Manchester Business School.



ALASTAIR CAMPBELL
FOUNDER, CHANGEMANAGEMENTTRAINING.CO.UK

Alastair Campbell Alastair runs changemanagementtraining.co.uk, which delivers training in innovative approaches to organisational change and performance improvement. In addition, he advises on and facilitates major change initiatives, such as merger integration, organisation redesign and ambitious growth strategies. He worked for IBM, Accenture and PwC and his clients have included Aon, Mars, Nokia and Zurich.

He is passionate about the new value opportunities available by combining 'people and organisation' skills, including change management and knowledge management with the fantastic information and analytical tools and resources now available.

After suffering a stress-induced breakdown in mid-career, he spent a transformational 18 months studying horticulture and working as a gardener. He now campaigns to reduce the stigma of mental health in the workplace.

He also runs a research project developing a new management discipline called 'Luck Management' - essentially the opposite of risk management.



JANE HEENAN
DIRECTOR, KNOWLEDGE & CONTENT MANAGER, FIL INVESTMENTS INT

For the past 15 years Jane has worked in Information Services at Fidelity Investments, heading up the department since 1998. During this time the company has expanded rapidly with Information Services and KM developing far beyond its original remit. Sector specialists were embedded within the Analyst Industry Teams in 2000. In 2007 this function was expanded and off-shored to a captive team in Delhi and finally outsourced to a KPO. Managing these changes and developing a KM function within Investment Management and Research has been interesting and challenging for Jane.

Prior to Fidelity, Jane worked at Bankers Trust, The Institute of Directors and Imperial College



VIRGINIA HENRY
DIRECTOR, MAKING KNOWLEDGE WORK LTD

Virginia Henry Virginia has enjoyed some success in acquiring, applying and transferring skills across a range of roles, in a number of industries.

An early career in broadcasting began with a series of research contracts – working on features and documentaries for BBC Radios 3 and 4. These roles evolved into producer and editor of output as varied as daily news and current affairs to investigative documentaries; science and history magazine programmes to chat-show outside broadcasts.

This experience proved useful when she moved into developing and running training courses for BBC Production staff and presenters, and students at Westminster University.

As the 21st century started, she transferred her skills to new media – managing and editing newly-launched business websites and online publications. Recognising the potential of online collaboration and knowledge-sharing, she was inexorably drawn to the world of knowledge and information management - a world in which she's acquired fresh skills and experience, and helped global organisations adopt (and sustain) knowledge management strategies and collaborative behaviours.



MARK JEWELL
VICE PRESIDENT, INTEGREON

Mark Jewell Mark joined Integreon, a leading global legal and knowledge services outsourcing company, in 2008 as vice president for account implementation and program management. One of his main responsibilities is to advise clients on outsourcing and work with them to develop effective transition implementations, leveraging his experience of managing outsourcing global research operations for leading consultancies and investment banks.

Prior to joining Integreon, Mark was a vice president at Lehman Brothers and director of global offshoring for business information services and presentation graphics. Previously he was European and Asian director of business information services, where he had been an early exponent of outsourcing information services and also managed the firm's non-real time data contracts and vendors in addition to research and information services. Other responsibilities included developing Lehman Brothers' European new client and counterparty due diligence research unit and the development and organisation of the company's records management programme.

Earlier in his career, he was European Research Services Manager for Booz Allen, the strategy management consultancy, librarian of Cranfield School of Management and held posts in several other academic libraries.

He has presented and facilitated at a number of industry events such as the European Business Information Conference, Perfect Information Conferences and the City Information Group and is a member of several professional and industry groups.



EMMA KING
RESEARCH & INFORMATION MANAGER, PRICEWATERHOUSECOOPERS LLP

Emma King Emma worked in a variety of public and academic libraries before focusing on research provision within the commercial sector. Emma's research experience in this sector has included several years at both KPMG and Grant Thornton before joining PricewaterhouseCoopers. When Emma started at PwC it was as a solo provider of research and she looked after a group of 80 Strategy Consultants. Emma has worked at PwC for over five years and in that time Emma has managed to sell her style of research service to other client facing departments in PwC. Emma now runs a service consisting of five people providing research support to approximately 600 client facing staff. These staff members are involved in a range of work, including valuations, due diligence and consulting.



PETER MAUGHAN
RESEARCH PRODUCT MANAGER, DELOITTE LLP

Peter Maughan Peter has 10 years worth of market data and research product experience. His background combines working for a major vendor, what is now Thomson-Reuters, and for a large professional services firm, Deloitte. Having experience working on both sides of the market means he is able to match product content with the real needs of the end user and embed this information into their workflow.

In his time at Deloitte, he has significantly raised the profile and value of market data and research information within the firm, and developed a self service approach to research. This has been achieved by creating a central research area and portal that gives direct access to the research products. Peter's focus has always been on trying to create a solid and robust information framework and strategy that allows access to the most relevant information in a timely manner.



SEBASTIAN MONK
HEAD OF PRODUCT STRATEGY, PERFECT INFORMATION

Sebastian Monk Sebastian Monk is the Head of Product Strategy at Perfect Information. Sebastian and his team are tasked with exploring new markets and developing products, such as 'ECM Insight' which launched in April 2010, and key functionality to assist both current and prospective clients.

Prior to his appointment at Perfect Information, Sebastian worked as both an investment banker and corporate lawyer. As a banker, Sebastian held the position of Assistant Director at Rutley Corporate Finance, part of the Knight Frank Partnership and at Kaupthing Singer & Friedlander Investment Bank, where he led a team of professionals originating and executing equity capital markets and mergers and acquisitions transactions in the UK, Europe and Asia on both AIM and the London Main Market.

Sebastian spent three years at Slaughter and May where he trained in the corporate, competition and litigation departments before qualifying and practicing as a corporate lawyer in the firm's Technology, Media and Telecoms Group advising clients on equity capital markets and both public and private mergers and acquisitions. Before joining the City, Sebastian spent four years as an infantry officer with the Royal Green Jackets, serving in the UK and on operations abroad. Sebastian is a graduate of the Royal Military Academy Sandhurst, holds a degree in Modern History from Oxford University and is a qualified solicitor.



ROLAND PETERS
CAPITAL MARKETS MANAGER, PERFECT INFORMATION

Roland Peters Roland is the Capital Markets Manager at Perfect Information, where he is integral to the expansion and development of Perfect Information's financial information products. Before joining Perfect Information, Roland was Manager of Editorial and Data Acquisition at CMA (Credit Market Analysis), where he was responsible for content and product design of a credit default swap and bond quote management system. Prior to CMA, he held the role of Business Manager for Fixed Income and Derivatives at Thomson Financial, where he developed and implemented worldwide fixed income, derivatives, FX, commodities and economics data content strategies in conjunction with the product teams. In addition, whilst at Thomson, Roland held the following positions: Regional Manager for South Africa; and Data Content Manager for bonds. Before joining Thomson, he spent a year as Junior Fund Manager in Equity Fund Management of DWS (Deutsche Bank).



KATIE ROBERTS
RESEARCH ANALYST (ISG), FIL INVESTMENTS INTERNATIONAL

Katie joined Fidelity in June 2000 covering technology and telecoms as a sector specialist in the equity research team working with Jane Heenan. This role involved working closely with the equity analysts and portfolio managers to assess, produce and deliver industry-related analysis used in the investment decision process, using a wide range of data sources and contacts. Prior to Fidelity, Katie worked for the consulting practice at PwC also covering tech and telecoms. She now works for Fidelity Investment Solution Group, who run multi-asset, multi manager portfolios for retail and institutional investors. Her role includes monitoring key competitors and new products; due diligence on third party funds and providers, as well as researching and analysing markets, sectors and asset classes globally and communicating views and ideas to wider analysts and portfolio managers. She also carries out ad hoc research projects for the team, for example looking at factors contributing to fund manager outperformance over time. She has recently worked with Fidelity's Funds network team to create the Fidelity Select List, a short-list of funds aimed at retail investors.



SUZANNE WHEATLEY
RECRUITMENT MANAGER, SUE HILL RECRUITMENT

Suzanne Wheatley Suzanne Wheatley has worked in information recruitment for over eight years. Joining Sue Hill Recruitment in 2006, Suzanne has continued to build on her knowledge of the many facets of information work. She is currently Recruitment Manager, working with colleagues to support and develop the consulting team and providing a consultative approach to clients in order to help establish and develop cohesive information teams.

Suzanne is passionate about promoting CPD and, through the delivery of presentations and workshops, writing articles and blogs and involvement in professional groups, she encourages information professionals to recognise and utilise their diverse skills. Suzanne enjoys facilitating workshops, group discussions and networking, believing that shared personal experiences in the workplace are invaluable for learning and development.


PIC 2010 SPONSORS

7side
alacra
Bureau Van Dijk
Experian
FactSet
Free Pint
The FT
ISI Emerging Markets
LexisNexis
mergermarket
OneSource

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PIC 2010 SPONSORS

7side
alacra
Bureau Van Dijk
Experian
FactSet
Free Pint
The FT
ISI Emerging Markets
LexisNexis
mergermarket
OneSource
The Perfect Information Conference 2009
Sopwell House, St Albans, 12th, 13th and 14th May 2009

The sixth Perfect Information Conference (PIC 2009), took place in St Albans from the 12th-14th May, 2009. This conference programme was carefully planned to assist delegates in their efforts whilst "Transforming Today's Challenges into Tomorrow's Opportunities".

The Perfect Information Conference 2009 - Closure Report

Following a year of economic turbulence and a constant sense of uncertainty in the City, Perfect Information was proud to host its sixth Perfect Information Conference, the PIC 2009. Sopwell House was a beautiful venue providing our delegates with a level of service which was exceptional - no detail was missed. We are so fortunate to have had such a supportive following from all of our sponsors: 7Side; Bureau van Dijk; CILIP; Dun & Bradstreet; FactSet; FreePint; ICC; Mergermarket; One Source; Prenax; SLA. We would like to take this opportunity to thank them all for their valuable support and dedication.

Taking this year's economic climate into account, the PIC had a fantastic turnout with over 90 delegates having gathered in St Albans to learn how to "Transform Today's Challenges into Tomorrow's Opportunities". The PI team were determined that the conference would provide delegates with a haven to develop hope in the future of the City and offer them the chance to begin "thinking outside the box". Each element of the conference was based around aspects of motivation and personal/team development. We are confident that the conference offered delegates the knowledge to understand why they are finding themselves in current situations (redundancies, restructuring, mergers, tighter budgets etc.) so that they can now begin to develop their own solutions to these problems. Speakers ranged from leading figures within the Information Industry to leaders in soft skill fields (in areas of management, talent spotting, changes in information seeking behaviour etc.). The delegate breakdown was:
  • Financial: 38.9%
  • Legal: 26.4%
  • Suppliers: 20.8%
  • Other: 13.9% (incl. press, educational institutions, recruitment, industry bodies and consultants)
On the whole, the feedback was very positive, with the vast majority of feedback forms recommending that their company attend the conference in 2010. We have already had a number of excellent and exciting suggestions for venues, topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • Aspects of the conference such as organisation, booking/admin, the overall conference & networking opportunities received scores above 4.5.
  • The main attractions for attending the event were the networking opportunities, programme content, attendee list, previous attendance, word of mouth and the opportunity to have time out of the office to think.
  • This year's speakers were all ranked highly. Not one of the speakers fell below the 3-mark. The most popular speakers were Stephen Phillips (chair), Roland Peters (Securitisation), Sebastian Monk (Anti-Money Laundering) and Alan McDougall (Restructuring).
Networking & Social Events:

Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. This year's pre-conference evening was a relaxed buffet dinner followed by Mergermarket's Wine Tasting Adventure. This year's Gala Dinner, hosted by ICC, was thoroughly enjoyed by all - great food, lovely music and superb company.

Delegate quotes from the PIC 2008:

"A breath of fresh air, lovely location. A close-kit family atmosphere, wonderful food & events. Genuine, honest, hardworking people. Exceptionally well organised!!
Iain Simpson - BDO Stoy Hayward

"Very well organised with a good range of relevant sessions, impressive networking opportunities and no hard selling from any of the vendors"
David Mantle - Barlow Lyde & Gilbert

"Excellent conference! The conference fosters a real camaraderie not found elsewhere"
Sarah Fahy - Allen & Overy

"It was a really good event - even better than last year. There was a logical flow from one session to the next - all in all, an excellent conference"
Frances Holmes - ING Bank

"I really makes a huge difference to an event when you know the organisers have their heart in it. Comfortable and challenging - it's a good mix"
Susan Doe - Sidley Austin LLP

A note from the organiser... "This year's conference had a distinct air of optimism and determination: it was almost tangible. The event was a milestone for the Information Industry as it reminded all of the members that they had a network of passionate and driven peers who are there to support and encourage one another in any time of need. From our sponsors, to our speakers, to our delegates, we are extremely thankful and appreciative of the support and commitment you have all shown over the past 12 months. Not only did you come together for two and a half days away from the office at a time of staff shortages and job uncertainties, but you came with such enthusiasm and concentration - resulting in an astonishing amount of in-depth, knowledgeable discussion and debate. PI looks forward to being able to host as successful a conference again next year."
Carley Donegan - Events Manager, PI


PIC 2009 SPONSORS

7side
Bureau Van Dijk
Cilip
D&B
FactSet
Free Pint
IIC
mergermarket
OneSource
PRENAX
SLA

The Perfect Information Conference 2009

Transforming Today's Challenges into Tomorrow's Opportunities

12th, 13th and 14th May 2009
Sopwell House, St Albans

http://www.sopwellhouse.co.uk

PI Conferences is pleased to announce the sixth Perfect Information Conference (PIC 2009), which will take place in St Albans from the 12th-14th May, 2009. This year's conference programme has been carefully planned to assist delegates in their efforts whilst "Transforming Today's Challenges into Tomorrow's Opportunities".

Each of the topics to be discussed at the PIC 2009 has been developed and selected from a vast amount of delegate feedback and interviews, as well as months of research. As a result, the programme is a true reflection of the most prominent issues facing the information industry in 2009. The conference will incorporate keynote presentations, panel discussions and focussed breakout sessions, along with opportunities for delegates to network with their peers, colleagues and industry friends.

Speakers to feature this year include:
  • Martin Ainsworth, Independent Consultant
  • Malcolm Davison, Managing Director, writingfortheweb.co.uk
  • Ed Fothergill, Senior Consultant, Xancam Consulting
  • Alex Gould, Company Director, Gould Training
  • Sue Hill, Managing Director, Sue Hill Recruitment
  • Mark Hopkins, Head of Assessment Development and Talent Practice, ReedConsulting
  • Victoria Jannetta, Field Fisher Waterhouse LLP
  • David Nicholas, Head of Library, University College London
  • Kevin O'Mahony, Regional Director IB Europe and Asia, FactSet
  • Roland Peters, Capital Markets Manager, PI
  • Paul Westcott, Head of Product and Services, ICC
  • Pam Wolffsohn, Knowledge Services Manager, Nabarro LLP
Who Should Attend?

This conference targets all information professionals within investment banking, law, accountancy, consultancy institutions and public sector organisations.

Why Attend?
  • Increase professional development & enhance your industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Opportunity to network & socialise with industry colleagues, old & new, & with your suppliers
  • Enjoy practical & interactive sessions with industry experts
  • Identify changes & tackle current industry challenges
2008 Attendees

7SIDE * Allen & Overy * Apax Partners * Bank of England * Barlow Lyde and Gilbert * BDO Stoy Hayward * Bureau Van Dijk * CIG * CILIP * Cisco * Charles Russell * Coalition * Copal Partners * Deutsche Bank * DLA Piper * Dow Jones * Draft Space * Dun & Bradstreet * EBSCO * Experian * FactSet * Field Fisher Waterhouse * Freshfields Bruckhaus Deringer * Grant Thornton * Herbert Smith * Holman, Fenwick & Willan * HSBC * ICC * Information World Review * ING Bank * Intelligent Resources * Investec * ISI Emerging Markets * JP Morgan * KPMG * Lazard Frères * Lehman Brothers * LexisNexis * Linklaters * Lovells LLP * mergermarket * Merrill Lynch * Mind-Star Executive Development * Mishcon de Reya * Nabarro LLP * NM Rothschild & Sons * Oliver Wyman * Olswang * OneSource * Pinsent Masons * Prenax * PWC * Reed Smith Richards Butcher * Sidley Austin LLP * Smartlogic * Sullivan & Cromwell * Sue Hill Recruitment * The RM Group * tfpl * Threadneedle Asset Management * UBS * Wedlake Bell * Wilmer Hale * Write for Results *

Further Information

For more details on the conference please contact Carley Donegan, Tel: +44 (0) 207 892 4282, Email carleyd@perfectinfo.com.


PIC 2009 SPONSORS

7side
Bureau Van Dijk
Cilip
D&B
FactSet
Free Pint
IIC
mergermarket
OneSource
PRENAX
SLA

ALAN MCDOUGALL
CEO, Capital Markets Training Ltd

Alan McDougall Alan has 30 years experience of trading, origination, structuring, risk management and training. He joined Kleinwort Benson as a credit analyst and left as a foreign exchange and money market trader. He became the senior consultant in HSBC's International Treasury Management Group where he advised banks and multinational corporations on the management and execution of their ALM and currency and interest rate risk management strategies, while building the firms currency swap book.

He set up and ran a currency arbitrage book for Nikko Europe, trained the Tokyo and New York staff in the trading and structuring of swaps and structured products and ran an illiquid trading book at Scotia Capital Markets, specialising in the origination and sale of structured products and the derivatives training of the capital markets traders. He ran his first training course over 20 years ago and has delivered over 1,500 days training, in over 20 countries, to traders, salespeople, operations staff, risk managers, compliance officers, solicitors, journalists and software developers at central banks, commercial banks, investment banks, information vendors, accountancy and legal firms, including Merrill Lynch, BNP Paribas, UBS, Credit Suisse, Lehman Brothers, Barclays Capital, JP Morgan, ABN-Amro, Rabobank, Fortis Bank, ING, Fortis Investments, Deutsche Bank, HSBC, Ernst & Young and The Bank of England.

He is the author of Mastering Swaps Markets published by the Financial Times, holds a masters degree in International Banking and Finance, is a visiting lecturer at the Cass and London Metropolitan Business Schools and has a golf handicap of 5.6. He plays the clarinet in a choral trio and the saxophone in a rock band.

In addition to his current training and research assignments he is retained as a consultant by a leading investment bank and has been commissioned by John Wiley & Son to write a book on Capital Structure and the Investment Banking business.



ALEX GOULD
Company Director, Gould Training

Alex Gould Gould Training specialise in an emotional intelligence training course for managers and supervisors called "Skills with People". They are acknowledged as niche providers of very personalised coaching and training which is particularly appealing to people who (because of individual needs or seniority) are not easily satisfied by standard courses.

Alex Gould runs the in-company "Skills with People" training. For most of his life he has been steeped in both the content and method of this training. The most challenging aspect of it is not that it usually involves changing habits of a life time. The job of the trainers therefore is not just to tell people how to do it better, but to help them be aware of and unlearn some of the old habits that get in the way. This calls for special skills. Alex has a BSc in psychology, is a qualified and practicing Psychosynthesis counsellor, an NLP Master Practitioner, and runs a private counselling practice. Before launching himself full-time as a trainer, he worked for many years selling in the pharmaceutical industry.



ANGELA JOHNSON
Business Research Manager, JP Morgan

Angela manages the EMEA Business Research Centre at J.P. Morgan, working as part of a global network of BRC centres across the world encompassing offices in nine countries.

Angela's experience in the sector spans 20+ years, throughout which she has gained an in- depth, hands on wealth of knowledge and skills, from business research to team management. In addition she has lived through changes in business and corporate environments and experienced the effects on the Business Information sector and the professionals that work in it.



DAVID NICHOLAS
Director of the Dept of Information Studies, UCL Centre for Publishing & CIBER Research Group

David Nicholas Director of the Department of Information Studies at University College London. He is also the Director of the UCL Centre for Publishing and the CIBER Research Group. Previously, he was Head of Department, Department of Information Science, City University. Research interests largely concern mapping behaviour in virtual spaces, the virtual scholar and the health information consumer.






DEE FITZGERALD
Director, Xancam Consulting

Dee Fitzgerald A director at Xancam, Dee Fitzgerald specialises in working with leading organisations on the assessment and development of high potential talent. Her expertise embraces senior executive assessment, coaching and development. She has previously worked as an International Resourcing Manager with a global organisation and also has considerable experience of devising and implementing talent strategies to meet the business' strategic priorities. Most recently she developed a leading-edge Accelerated Development Programme for British American Tobacco, and this programme was a finalist for the Personnel Today Awards in 2008.

Dee has worked with clients from a wide variety of sectors. These include: Allianz, British American Tobacco, Daily Mail and General Trust and Royal Mail. Dee has a first-class degree in Applied Psychology with Mathematics and an MSc in Organisational Psychology from the University of East London. She is an Associate Fellow of the British Psychological Society and is registered with the Society as a Chartered Occupational Psychologist. She is a graduate of the Meyler Campbell Business Coach Programme as accredited by the Solicitors' Regulatory Authority and The Worldwide Association of Business Coaches.



HAMILTON MATTHEWS
Group Managing Director, Mergermarket

Hamilton Matthews Hamilton is an 18 year veteran of the Financial Information industry. After graduating from Liverpool University with a MSc in Psychology, he worked on the Financial Intelligence Journal at Mintel before moving on to Thomson Financial where he was European Sales Manager for the Investment Banking and Capital Markets division.

For the past 8 years, Hamilton has been a key member of the Mergermarket leadership team. During that time, has developed the company from a start-up into a multinational business with offices in over 35 countries, an annual turnover in excess of £65 million, and now a successful division of the Pearson Group. He currently runs Mergermarket's commercial and product development activities and, in this role, has been instrumental in the creation and growth of Debtwire which focuses on distressed debt and corporate restructuring. This is one of The Mergermarket Group's fastest growing products.

In addition to his role at The Mergermarket Group, Hamilton holds two non-executive directorship positions, has appeared on Bloomberg and CNBC and has spoken at the London Business School.

Away from work, Hamilton combines time with his family and other interests which include endurance events, skeleton bobsleigh, cooking and wine.



JO ANN SWEENEY
Director, Sweeney Communications Ltd

Jo Ann Sweeney< Jo Ann Sweeney has 25 years experience marrying the needs of audiences and clients, ensuring communications deliver for both. Clients include many of the largest corporates as well as charities and small businesses.

Jo Ann specialises in corporate communications strategy for annual planning and programmes, employee engagement, media relations, events and editorial management.

She is a trained journalist, chartered marketer, fellow of the Chartered Institute of Marketing, fellow of the British Association of Communicators in Business and member of the Institute of Directors.



JANICE LACHANCE
CEO, Special Libraries Association

Janice Lachance< Janice Lachance has been CEO of SLA (the Special Libraries Association), since 2003. SLA is the global association representing the interests of 11,000 information professionals and their strategic partners in 75 countries. She has led reformulation of the association's mission, vision and strategic plan, created the online Click University, and expanded SLA's public policy program. She designed and leads a multi-year comprehensive research effort that will produce a shared and evidence-based vision of the future of the information profession and the association's role in it. She serves on the board of the American Society of Association Executive's Center for Association Leadership and is a Fellow and a Member of the Board of Directors and Executive Committee of the National Academy of Public Administration. She was a member of the U.S. delegation to the United Nations World Summit on the Information Society.

Formerly, Janice advised non-profit organisations on strategic planning, organisational transformation and culture change. From 1997 to 2001, she was the Director (CEO) of the U.S. Office of Personnel Management (OPM), the federal government's independent human resources agency with a 3,700 person workforce and a $27 billion budget serving the 1.8 million member civil service. She received her J.D. from Tulane University School of Law and B.A. from Manhattanville College.



KEVIN O'MAHONY
Regional Director IB Europe & Asia, FactSet

Kevin O'Mahony As Regional Director for Europe and Asia Investment Banking and member of the Sell-Side Executive Committee, Kevin's responsibilities at FactSet rest in growing revenue, and setting strategies for sell- side business development to ensure continuous growth in market share. His role includes dealing with acquisition opportunities and post acquisition integration, encompassing the many issues arising from merging separate cultures.

Kevin has worked in the financial software industry for over 10 years. He joined FactSet as a consultant, working with both buy-side and sell-side financial institutions. Early in his career, Kevin chose to specialise in Investment Banking and has since gained wide experience working with banks, in particular Research and M&A departments.



MARTIN AINSWORTH
Independent Consultant

Martin Ainsworth Martin is an independent consultant with over 25 years experience in the Information World.

From his working experience, Martin has insight into the information and knowledge requirements of different organisations and companies from Central Government, through to Strategic Management Consultancy and Investment Banking.

Martin has practical experience in a range of dimensions of the Information World including: Business Information; Knowledge Management; Market Data, Budgeting & Financial Planning; Procurement & Contract Negotiation; Vendor Management; Project Management and Team Management. Budgeting is a common theme across all these areas and Martin's business experience ranges through the economic cycles.

Martin has published a number of articles relating to the Business Information profession, most recently on Vendor Management, Compliance and Market Data for Business Information Review published by Sage Journals.

Graduating in Classics from Cambridge University, Martin holds a postgraduate diploma in Librarianship from the University of Wales. He is a member of the Chartered Institute of Information Professionals (CILIP), the City Information Group (CIG) and the Special Libraries Association (SLA).



PAMELA WOLFFSOHN
Knowledge Services Manager, Nabarro LLP

Pamela Wolffsohn Pamela has been an information specialist for 19 years, 17 of which have been in the legal sector. Having previously worked in the Government (PSA and DTI), Pamela joined Wilde Sapte (now Denton Wilde Sapte) as an Information Assistant and over the next eight years enjoyed several promotions leading ultimately to Deputy and Acting Head. She then joined Morgan Cole in 2000 as their London Offices Librarian and in 2004 took on the new post responsible for knowledge management at the firm. She developed expertise in this area and had the opportunity to unite these skills together with her library management experience in her new role as Knowledge Services Manager at Nabarro LLP in 2006. Her professional interests include Knowledge Management and the development of the information profession and the individuals within. She recently co wrote an article which included these topics with Victoria Jannetta for the published CIG Yearbook. Pamela has been a guest lecturer for a number of organisations including Universities - Aberystwyth, Northumbria and Sussex and UKeiG. She will also be speaking at the pre-conference seminar at the BIALL Conference in June.



PAUL WESTCOTt
Head of Product and Services, ICC

Paul Westcott Paul Westcott is Head of Products and Services for ICC, one of the UK's leading suppliers of business information. Since graduating from Coventry University with a degree in Politics and International Law, Paul has spent more than 15 years with ICC. Much of Paul's focus and experience has been gained working with legal and accountancy clients, especially in the areas of due diligence and compliance. Paul's focus is on developing, enhancing and delivering ICC's market leading range of easy to use services that enable users to make smart business decisions with confidence.





ROLAND PETERS
Capital Markets Manager, PI

Roland Peters Roland is the Capital Markets Manager at PI, where he is integral to the expansion and development of PI's financial information products. Before joining Perfect Information, Roland was Manager of Editorial and Data Acquisition at CMA (Credit Market Analysis), where he was responsible for content and product design of a credit default swap and bond quote management system. Prior to CMA, he held the role of Business Manager for Fixed Income and Derivatives at Thomson Financial, where he developed and implemented worldwide fixed income, derivatives, FX, commodities and economics data content strategies in conjunction with the product teams. In addition, whilst at Thomson, Roland held the following positions: Regional Manager for South Africa; and Data Content Manager for bonds. Before joining Thomson, he spent a year as Junior Fund Manager in Equity Fund Management of DWS (Deutsche Bank).



SEBASTIAN MONK
Head of Product Strategy, PI

Sebastian Monk Sebastian Monk is the Head of Product Strategy at Perfect Information. Leading a new team, Sebastian is tasked with exploring new markets and developing products and key functionality to assist both current and prospective clients. Prior to his appointment at PI, Sebastian worked as both an investment banker and corporate lawyer. As a banker, Sebastian held the position of Assistant Director at Rutley Corporate Finance, part of the Knight Frank Partnership and at Kaupthing Singer & Friedlander Investment Bank, where he led a team of professionals originating and executing equity capital markets and mergers and acquisitions transactions in the UK, Europe and Asia on both AIM and the London Main Market.

Sebastian spent three years at Slaughter and May where he trained in the corporate, competition and litigation departments before qualifying and practicing as a corporate lawyer in the firm's Technology, Media and Telecoms Group advising clients on equity capital markets and both public and private mergers and acquisitions. Before joining the City, Sebastian spent four years as an infantry officer with the Royal Green Jackets, serving in the UK and on operations abroad. Sebastian is a graduate of the Royal Military Academy Sandhurst, holds a degree in Modern History from Oxford University and is a qualified solicitor.



STEPHEN CUPPER
Global Head of Business Information Services, RBS

Stephen is Global Head of the RBS (formerly ABN AMRO) Business Information Centre (BIS), managing teams in London, Paris, Sydney, New York and Amsterdam.

Originally based in Sydney, he was asked to move to Amsterdam in 2006 on a three-year expat assignment, where he was responsible for the global research function within BIS. During this time, he worked with the BIS teams, developers and internal clients to create and implement a 'find' engine that allowed bankers to access straightforward information without the involvement of BIS Researchers. One of the primary drivers was to free up the Researchers' time for more value-added requests; an outcome which has proved very successful for the team and BIS clients. Significant cost savings and efficiencies were also achieved.

Stephen commenced his current role in November 2008, and he is now responsible for both the research effort and content assessment for RBS. Starting this new role in the current economic climate has provided both practical challenges in terms of people and cost management, as well as the need to continually market the value proposition of BIS. This value proposition is reinforced by the BIS strategy of positioning itself as the 'experts' in information in RBS to ensure ongoing relevance to the bank.

He is currently completing a Master of Business & Technology degree from the University of NSW (Sydney), a reflection of his keen interest in technology and its impact on business information and people.



STEPHEN PHILLIPS
Vice President, Morgan Stanley

Stephen studied Librarianship and History at the College of Librarianship Wales, joining the Information Profession in 1987.

Stephen has held a number of positions at various organisations, including Charter plc, Merck Inc, Grant Thornton and KPMG. In 1994, he joined Morgan Stanley as a senior researcher; in 2000, he was appointed Global Head of Business Information Services (BIS). During the last 9 years, he has restructured the group and engaged in a range of strategies to develop the BIS operation and raise its profile within Morgan Stanley.

He has led or supported a number of high profile initiatives: Empowering end users with a range of information products and tools; Deploying sector specialisation within the BIS teams; Embedding specialist research staff into the business; Offshoring or outsourcing aspects of the function; Improving the financial transparency and accountability of the function; Leveraging a range of technologies to develop or improve service provision. Stephen has written, or contributed to a number of articles in the professional press. He has given a number of presentations and facilitated workshops at several conferences and events, including Online Information 2008 in London.



STEVEN SHOVE
Vice-President, OneSource Information Services

Steven Shove Steven Shove joined OneSource in 2003 and quickly became top performing sales person globally and has now led the UK & European business for the past two years. Steven graduated with an MBA from the Brighton University Business School, qualified as a marketer with the Chartered Institute of Marketing and has been a Fellow of the Chartered Institute of Management. Steven began his career in finance, initially in public practice accountancy, then leading various financial operations for American Express Europe Ltd. He then spent many years as a management consultant for Pegasystems Inc. designing and implementing mission critical process and data re-engineering projects for global blue chip organisations. Prior to joining OneSource, Steven became Director of Partner Sales at Pegasystems, then Vice-President of Alliances and European Channel for Eyretel PLC. Steven enjoys guest speaking and adventure sports and has a passion for helping organisations improve performance across the entire value chain.



SUE HILL
Managing Director, Sue Hill Recruitment

Sue Hill Sue Hill has been prominent in the information field as a recruiter for over twenty years. Sue has an excellent overview of all aspects of information work and the many issues that arise for both employers and practitioners. She is passionate about encouraging individuals to attend to their CPD, to develop their skills and take the time to analyse, recognise and promote them as well. It is her hope that employers can look beyond the obvious in the race to retain skilled talent.





SUSAN DOE
Director of Information & Research - Europe, Sidley Austin LLP

Susan Doe Currently Director of Information and Research for the London, Brussels, Frankfurt and Geneva offices of Sidley Austin LLP, a US firm with headquarters in Chicago. Sue is responsible for Library & Information services, Records and Archives, intranet, know how, web 2.0 services, chairs the Environment Group, Data Protection officer, renews all the practising certificates and thereby knows much more about the firm's worldwide structure than she ever thought possible.

Sue has been at Sidley Austin LLP for 10 years and in law firm information for nearly 20 and has a Law degree from the London School of Economics and a postgraduate diploma in Information Science from (what was then) the Polytechnic of North London.

Sue was the Chair of the British & Irish Association of Law Librarians (BIALL) 2004-5 and editor of their Newsletter 1993-98. Having spoken at the annual conferences of BIALL and its Canadian equivalent CALL, Sue also has had articles published in Legal Information Management, The Lawyer, Delia Venables's Internet Newsletter for Lawyers and is the author of the chapter on Know How in the latest Handbook of Legal Information Management.

Head of a team that for two years running (2007 and 2008) has won the Halsbury Award for Best London Commercial Legal information Service. Sue is also a qualified City of London tour guide.



URSULA CLARKE
Consultant, Stephanie Wheeler Associates

Ursula has over 18 years experience in the Corporate Information Industry. She began her career at the strategy consultants COBA. As a "one woman band," she provided a research service for the consultants and began providing information and knowledge consultancy to the clients. After two years in consultancy, Ursula moved to Ernst & Young as they were setting up their Centre for Business Knowledge. Ursula provided research for both the Insolvency and Industrials teams.

Ursula then changed direction moving into Investment Banking, first as a Senior Researcher at Lehman Brothers then as a Department Manager at Goldman Sachs. At Lehman Brothers she was involved with rolling out the end user research platform and training programme. Ursula was at Goldman Sachs for 8 years; as Assistant Manager looking after a 24/7 European research service, then as Manager she implemented an offshore research function in the Goldman facility in India.

More recently she was Market Insights Manager at BDO Stoy Hayward, managing a team that provided research and analysis for a number of UK sectors within the Professional Services environment. She was also Customer Services Manager at Prenax, the corporate subscription agency. Ursula is now a Consultant with Stephanie Wheeler Associates and Nest UK.



VICTORIA JANNETTA
Head of Information Services, Field Fisher Waterhouse LLP

Victoria Jannetta Victoria has over 20 years' experience in the information profession. She has worked for several law firms in management positions and also for the accountancy firms KPMG and Grant Thornton. She moved to FFW in 2006 to take up the role of Head of Library and Information Services. During the two years she has been with the firm it has invested heavily in developing its knowledge and information resources and she has been able to build and develop her team. Victoria has a keen personal interest in professional development and has held several senior roles in BIALL including chairing the Association in 2004. Victoria is now a trustee of the City Information Group, CIG. Victoria's professional interests include change management and performance measurement.



PIC 2009 SPONSORS

7side
Bureau Van Dijk
Cilip
D&B
FactSet
Free Pint
IIC
mergermarket
OneSource
PRENAX
SLA

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PIC 2009 SPONSORS

7side
Bureau Van Dijk
Cilip
D&B
FactSet
Free Pint
IIC
mergermarket
OneSource
PRENAX
SLA
The Perfect Information Conference 2008
Walton Hall & Hotel, 13th, 14th and 15th May 2008

The 5th Perfect Information Conference (PIC 2008), took place on the 13th, 14th and 15th May 2008 at Walton Hall and Hotel in Warwickshire. The content of the 2008 conference was carefully developed to reflect this year's theme, The Information Professionals' Toolkit.

The Perfect Information Conference 2008 - Closure Report

June 2008

The fifth annual Perfect Information Conference was held from 13th-15th May, 2008 at Walton Hall and Hotel in Warwickshire. The conference went very smoothly. Being both educationally and socially successful, it provided delegates with a varied programme and valuable time to spend with industry peers. The networking opportunities and programme content along with the professional organisation were three aspects which the delegates highlighted as being excellent this year, although there were some less than positive comments made about a couple of the breakout sessions being sales angled and some of the venue facilities failing to impress. We were also very lucky to have a host of sponsors on board this year: mergermarket (PIC 08 Premier Sponsor); D&B; LexisNexis; Experian; ICC; RM Group; Intelligent Resources; Smartlogic; FactSet; and 7Side and we would like to thank them all for their valuable support.

We had a record number of delegates in attendance in Warwickshire including 11 brand new companies coming to the conference. The split of industries at the conference was as follows:
Law Firms 40%
Financial 36%
Vendors/Recruitment 19%
Other (which includes industry bodies & press) 5%

On the whole, the feedback was very positive, with the vast majority of feedback forms recommending that their company attend the conference in 2009. We have already had a number of excellent and exciting suggestions for venues, topics to include next year and ways to better the conference format that we are eager to execute next year.

Feedback Highlights: (5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)
  • Aspects of the conference such as booking/admin, programme content, networking opportunities, organisation and the overall event mainly received scores of 4 and 5.
  • The main attractions for attending the event were the networking opportunities, programme content, attendee list, previous attendance, word of mouth and the opportunity to share experiences with industry colleagues.
  • The majority of speakers were given a high ranking, ranging between 3 and 5. The most popular speakers were Piers Fallowfield-Cooper, Sarah Fahy, Scott Keyser, Roland Peters and Manny Cohen.
Breakout Sessions:
  • Feedback from the breakout sessions was on the whole very positive with many attendees liking the sessions on the softer skills. PI will be looking into developing a programme of events throughout the year which focuses on the most popular topics amongst delegates.
  • From this year's feedback it is clear that the best sessions were those that were interactive and involved sharing experiences amongst the group.
  • The most popular sessions were Effective Writing with Scott Keyser, Introduction to Fixed Income with Roland Peters and the UK Companies Act with Manny Cohen.
Networking & Social Events:

Both the pre-conference and gala dinner evenings received a very warm welcome from the delegates, as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry peers. The pre-conference evening, sponsored by LexisNexis, welcomed delegates to the conference and allowed them to catch up with one another in relaxed and comfortable surroundings. This year's Gala Dinner, hosted by D&B, became quite a lively affair when the Swinging Little Big Band got delegates up dancing.

Delegate quotes from the PIC 2008:

"Thank you and everybody involved for such a superb event! What can I say - you have pulled it off yet again. And made it look so effortless and never stopped smiling! For me, the conference is now THE industry event!"
Isabella Follwell - Threadneedle Asset Management

"Thank you for organising the conference superbly - I think your efforts were widely appreciated by the delegates. Well organised, very good range of topics, good duration of time allocated and friendly PI staff."
David Mantle - Barlow Lyde and Gilbert

"I thought the conference was really good - the content and the social/networking side as well. And all the PI team were very friendly and welcoming - which is really important when you come to something on your own. Good value for money"
Frances Holmes - ING Bank

"Best welcome I have ever had at a conference!"
Sue Hill - Sue Hill Recruitment


PIC 2008 PREMIER SPONSOR

mergermarket
PIC 2008 SPONSORS

7side
City Information Group
Cilip
D&B
Experian
FactSet
IIC
Intelligent Resources
LexisNexis
aRMadillo
SLA
Smartlogic

The Perfect Information Conference 2008

13th, 14th and 15th May 2008
Walton Hall and Hotel, Warwickshire

PI Conferences is pleased to announce the 5th Perfect Information Conference (PIC 2008), which took place on the 13th, 14th and 15th May 2008 at Walton Hall and Hotel in Warwickshire. The content of the 2008 conference was carefully developed to reflect this year's theme, The Information Professionals' Toolkit.

Each of the presentations, panel discussions and break-out sessions was designed to provide delegates with practical advice and information. The PIC 2008 programme was developed combining months of research, interviews and our own findings and reflects the industry issues that face our delegates. The conference incorporated keynote presentations, panel discussions, focused breakout sessions and numerous opportunities for delegates to network with their peers and socialise with colleagues and industry friends.

Speakers featured this year include:
  • Rishi Khosla, Co-Founder and CEO, Copal Partners
  • Piers Fallowfield-Cooper, Founder, Mind-Star Executive Development Ltd
  • Grace Cordell, Head of Knowledge Management, KPMG
  • Trevor Foster-Black, Founder and CEO, Coalition
PLEASE CLICK HERE TO VIEW A FULL COPY OF THE PIC 2008 PROGRAMME.

Who Should Attend?

This conference targets all professional skill sets within global investment banking, law, accountancy and consultancy institutions. Public sector will also benefit from this conference.

Why Attend?
  • Increase professional development & enhance your industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Opportunity to network & socialise with industry colleagues, old & new, & with your suppliers
  • Enjoy practical & interactive sessions with industry experts
  • Identify changes & tackle current industry challenges
2007 Attendees

ABN AMRO * Addleshaw Goddard * AIG * Allen & Overy * Apax Partners * Arrival Worldwide * Bank of England * Barclays Capital * Bath Consultancy Group * BDO Stoy Hayward * Beachcroft * Best Foot Forward * Bureau Van Dijk * CIG * CILIP * Citi * Charles Russell * Clifford Chance * Cognitive Edge * Commerzbank * CRA International * Deutsche Bank * Economist Intelligence Unit * Ernst & Young * EuroInfoPool * Experian * Factiva * FactSet * Field Fisher Waterhouse * Freshfields * Grant Thornton * Hamilton Lee Recruitment * Headshift * Herbert Smith * Holman, Fenwick & Willan * ICC * Impact Factory * Intelligent Resources * Investec * JP Morgan * Lexis Nexis * Linklaters * Lovells * Mercer Oliver Wyman * Merrill Lynch * Napier University * NM Rothschild & Sons * One Source * PACE Partnership * PWC * Quartz Strategy Consultants * Rabobank * Reed Smith Richards * Resolution Coaching & Training * RM Online * Robson Rhodes * Roffey Park * Sidley Austin * SLA * Sullivan & Cromwell * Sue Hill Recruitment * Swets * tfpl * The Partnership Consultant * Threadneedle *

Further Information

For more details on the conference please contact Carley Donegan, Tel: +44 (0) 207 892 4282, Email carleyd@perfectinfo.com.


PIC 2008 PREMIER SPONSOR

mergermarket
PIC 2008 SPONSORS

7side
City Information Group
Cilip
D&B
Experian
FactSet
IIC
Intelligent Resources
LexisNexis
aRMadillo
SLA
Smartlogic

Manny Cohen
Chairman & CEO The RM Group

Manny Cohen Manny Cohen is currently celebrating 30 years in the information and registration industry. He started in 1977 as a researcher of Company & Government records & is currently chairman of the RM Group, owner of the company information and anti-money laundering database aRMadillo, the first commercial company database on the web, which he was instrumental in conceiving & launching. It now covers 120 Million companies in 220 countries. RM is also a major supplier of UK and International company registrations, as well as trusts and foundations used in Wealth Management solutions. They are also major representatives in Europe of Mossack Fonseca & Co.

Manny is also a director of ACRA, the Association of Company Registration Agents, a former Royal Air Force reserve officer, a Freeman of the City of London and a long time supporter of the CiG and Company Secretarial Professional Practice Group also in The City of London.



Grace Cordell
European Head of CRM KPMG

Grace Cordell Grace Cordell works for professional services firm KPMG where she has held a variety of mainly project-based roles in the area of Knowledge and Information Management.

Her current role is European Head of CRM. She is responsible for developing a unified CRM strategy to support the newly created European firm and has been focussed on information access projects aimed at a joined-up simplified approach to knowledge and information provision.

Prior to joining KPMG, Grace worked for Capital Consulting, a Recruitment Process Outsourcing provider and was responsible for developing their research and service excellence capability. Previously she spent time with Spencer Stuart and TFPL in both research and client-facing roles.



Alun Davies
Head of Knowledge Management Lovells

Alun Davies Alun Davies is Director of Knowledge Management at the global law firm Lovells. He is responsible for the firm's knowledge management strategy and for developing the firm's professional support, knowhow management and information services.

The firm's KM team comprises over one hundred lawyers, knowhow managers and information professionals operating from most of the firm's 26 offices.

Alun joined Lovells from Credit Suisse First Boston but most of his career to date has been spent in knowledge roles within the legal sector, twelve years with Freshfields Bruckhaus Deringer and three years with Allen and Overy before that.



Bob De Laney
Director, News & Business, UK & Ireland, LexisNexis

Bob De Laney Bob De Laney joined LexisNexis in December 2007 as the Director of News & Business for UK & Ireland. He is responsible for Sales, Marketing and Strategy for the Nexis suite of products and services, including the LexisNexis Analytics Solution line. Bob is a seasoned industry veteran who began his career with Thomson Financial in New York in 1990. He worked for Bloomberg Financial in New York and Toronto and was the VicePresident (Sales & Business Development) for Alacra. He was more recently the Director of Factiva Consulting (EMEA)based in London.

Bob lives in Surrey with his wife and two children and spends his free time playing football and watching his beloved Manchester United live and on television.



Sarah Fahy
Global Head of Library Services Allen & Overy

Sarah Fahy Sarah Fahy is the Head of Global Library Services at Allen & Overy LLP, an international legal practice. She is responsible for the strategy of the firm's library and information service across its global network. Her particular focus is on the promotion of library services within the firm's different practice areas, the global development of the service to meet the changing needs of a modern law firm and consultation with the legal and business development teams to ensure they have access to the best resources to support their clients.

She advises the Knowledge and Training Board on all aspects of information and library management. Prior to joining Allen & Overy, Sarah was Director in the Corporate Finance division of investment bank Dresdner Kleinwort responsible for their global information service and the introduction of workflow systems. She has also worked with JP Morgan and McKinsey, and has gained extensive experience of restructuring information groups, project management and the introduction of new technologies.



Piers Fallowfield-Cooper
Founder Mind-Star Executive Development

Piers Fallowfield-Cooper Piers Fallowfield-Cooper began his career in the financial markets of the City of London. After rapid promotion Piers found himself in Chicago learning about the futures and commodity markets and returned to London to establish a business unit in this arena. Later, after working with a major US bond house, Piers moved into general management and commodity markets and returned to London to establish a business unit in this arena. Later, after working with a major US bond house, Piers moved into general management with a focus on the development of global sales and marketing strategies. He worked on projects in Europe, the Middle-East and Asia-Pacific developing in the process great insight into geographical cultural differences.

Piers then became President, and later Chairman, of the International Division of Oster Communications Inc. best known for its FutureSource real-time market data service and the Oster-Dow Jones News services. Piers was instrumental in taking the business out of its traditional heartland in the Midwestern US, opening operations around the world.

He was a key member of and then leader of the team that increased the enterprise value of the business by a factor of 5 during an 11 year period whilst also taking the company from bottom quartile to top quartile in areas of service reliability, customer satisfaction and client retention.

Piers was also Chairman and a founder of Itsmobile, a Dublin based company that became a leading player in the mobile payment arena, managing to raise VC funding for a high tech start-up in the months following the dot-com fall-out.

He also sat on the advisory board of Finlab Geneva and is currently Chairman of Greycon, a company providing supply chain management optimization software to the paper industry. Recently Piers decided to follow his passion, the development of senior executive talent, and now works full-time as a business coach and mentor specializing in leadership skills and the development of executives and their teams.

Piers believes that coaching and mentoring senior executives requires a very special approach containing that 'something extra' to make a significant difference to the results. With over 20 years experience in senior management, Piers understands the pressures and challenges that confront the busy executive. He is equally aware of the opportunities for personal and professional growth that are available to executives with an open mind who are interested in developing themselves and those around them.

He sees coaching and mentoring as a unique opportunity to help others achieve their full potential. He always begins by defining what he describes as the client's 'sense of purpose' and uses this 'internal compass' (which may or may not be immediately apparent) to act as a guide and anchor for all the work that he subsequently does with the client.

A great believer in the use of all the human 'talents' he was interviewed by the FT on the use of intuition in business and later, again in the FT featured as an example of an inspiring leader with an holistic approach to business. As a passionate believer in the power of people and with a willingness to propose a contrary view, Piers is respected by those who know him for his insight, wisdom and compassion.



Trevor Foster-Black
Founder & CEO Coalition

Sue Hill Graduated from the Royal Military Academy and subsequently served in the Scots Guards retiring as a Captain. During his commission Trevor served in Germany, Canada, Northern Ireland and The Gulf War and also undertook Intelligence collation training.

After retiring Trevor ran the minefield reconnaissance programme in Southern Mozambique for the United Nations and HALO Trust. On returning to the UK he pursued a nine year career in Executive Search culminating in a Partnership at a major global firm where he ran the Capital Markets team in London. Trevor is both the Founder and CEO of Coalition. Trevor is married, has three children and is based in London.



James R. Hammond III
Executive Vice President ISI Emerging Markets

James R. Hammond III James Hammond is Executive Vice President of ISI Emerging Markets, which eponymously publishes and produces market leading financial and business information services and databases. Based in London, Mr. Hammond is responsible for the company's marketing, product development, including data acquisition editorial operations, and new product creation.

Prior to his current position, Mr. Hammond was the company's Regional Director for Latin America, Country Manager for Chile, and Country Manager for Mexico. He has been with Internet Securities for 11 years. Previously, he was Associate Publisher for Latin America with World Times, Inc. James holds an MSM from the Hult International Business School (formerly Arthur D. Little School of Management) in Cambridge, Massachusetts, and a BA in Philosophy from Columbia University in New York.



Alison Harman
Global Information Centre Manager, UBS

Alison Harman has been an information professional for over 25 years; currently she is Global Information Centre Manager at UBS Investment Bank.

Her role encompasses strategic management of the business information service as well as global co-ordination of the Investment Banking Department's document management operation.



Mark Janssen
Senior Consultant Smartlogic

Mark Janssen Mark has been a consultant on knowledge management and organisational change since 1993. He has developed workshops and methods to discover both what needs to be done to make positive change happen and how it is best done, which he has applied at many small and large companies, national and international.

Mark was at ABN AMRO Bank for three years until January 2008 to re-structure and lead its global Business Information Services department.





Mark Jewell
Previously, Director, Global Offshore Operations, Business Information Services & Computer Graphics Lehman Brothers

Mark Jewell Mark Jewell was until recently Director of Global offshoring for Business Information Services and Computer Graphics at Lehman Brothers.

He was previously European Director of Business information Services, where he was responsible for the firm's non-real time data expense and vendors, as well as research and information services. He also developed Lehman Brothers' new client and counterparty due diligence research unit, and created the European records management programme.

Mark was previously European Research Services Manager for Booz Allen Hamilton and held posts in several academic libraries, including Librarian of Cranfield University School of Management. He has presented and facilitated at a number of industry events such as the European Business Information Conference, Perfect Learning and the City Information Group.



Scott Keyser
Co-Founder Write for Results

Scott Keyser Scott is an experienced business writer, trainer and coach. In 2004 he co-founded Write for ResultsTM, which delivers workshops, masterclasses and coaching in business writing. Within two years Write for ResultsTM had become the preferred supplier in writing training to Bank of America, PricewaterhouseCoopers and The Economist Group, to name a few. It also regularly delivers its own material to the Foreign & Commonwealth Office as an associate of another training company. Scott's background includes eight years at PricewaterhouseCoopers and Ernst & Young (E&Y). As one of E&Y's National Proposals Consultants he helped audit, consulting, tax and training practice teams to bid for and win major tenders.

During his three-year stint the firm's win-rate doubled. Alongside Write for ResultsTM, Scott runs another training and consulting business in competitive tenders, sales proposals and funding applications — invitation2tender.com — which helps clients to win private and public sector contracts and grants.

Scott has spent time as a freelance advertising copywriter and has written a historical novel set at the time of the Cathar heresy in medieval France. For more information on Write for ResultsTM, including testimonials from previous attendees of the one-day workshop, go to: http://www.writeforresults.com.



Rishi Khosla
CEO Copal Partners

Rishi Khosla Rishi Khosla is CEO and one of the Founders of Copal Partners, a financial analytics outsourcing firm with operations in India. His primary responsibilities are overseeing the company's global business development activities. Previously, he set up the family office and managed the private equity and venture capital activities of Lakshmi N. Mittal, the global steel entrepreneur. His 1999 tech vintage venture portfolio has realized two billion dollar enterprises – PayPal and IndiaBulls. Investments included the most successful Indian venture investment to date with a 150x capital return. Rishi continues to work closely with the Mittal family in an advisory role.

Prior to managing Mr. Mittal's portfolio, he was in the business development team at GE Capital, reporting to the President of GE Capital Europe. During his tenure he attained approval from Jack Welch to establish an early stage venture fund for GE Capital, which he co-managed. Rishi started his career in banking where he wrote one of the first equity research notes on the third generation of mobile telephony, and participated in a number of advisory transactions, including an asset swap between GRE and ING and a divestment program for the Polish government.

Rishi is a Board Member of TiE UK (a charity which promotes entrepreneurship) and a trustee of New Philanthropy Capital (an organization providing independent research and tailored advice on the most effective ways to support charities). He is also the Chairman of Dev Property Development, a London listed Real Estate Development Company. He holds a bachelors degree in Economics from the University College London, and a masters in Accounting and Finance from the London School of Economics where he was awarded a scholarship by the Economic and Social Research Council.



Jim Lound
Product Director Experian

Jim Lound Jim has over 20 years experience in the the financial services environment having worked for two clearing banks before joining Experian in 1996. Jim's background is in risk management coupled with extensive involvement in business process re-engineering. Jim's current role is as a Product Director with responsibility for Global Authentication and Identity Management.

Jim has been focused on the UK market in relation to Anti Money Laundering and Personal Identity initiatives in the private and public sectors.

Jim is now developing solutions for other countries around the globe.



Hansa Pankhania
Consultant In-Equilibrium

Hansa Pankhania Hansa Pankhania is a dedicated and experienced Stress Consultant and Corporate Trainer. Hansa has been supporting individuals of all ages and backgrounds in both public and private organisations for many years. She is devoted to helping organisations and the people within them reduce stress levels and maximise health and potential. Hansa has extensive experience delivering stress management training courses for managers and employees.

As part of her degree in Counselling and two Diplomas in Stress Management Training (Individual and Corporate), Hansa conducted extensive research into ways of dealing with the impacts of stress and trauma. She is one of only seven stress management trainers validated by the International Stress Management Association in the United Kingdom. Hansa is passionate, energetic and enthusiastic on both personal and professional levels.



Roland Peters
Capital Markets Manager, PI

Roland Peters Roland Peters is PI's Capital Markets, where he is integral to the expansion and development of PI's financial information products.

Before joining Perfect Information, Roland was Manager of Editorial and Data Acquisition at CMA (Credit Market Analysis), where he was responsible for content and product design of a credit default swap and bond quote management system. Prior to CMA, he held the role of Business Manager for Fixed Income and Derivatives at Thomson Financial, where he developed and implemented worldwide fixed income, derivatives, FX, commodities and economics data content strategies in conjunction with the product teams. In addition, whilst at Thomson, Roland held the following positions: Regional Manager for South Africa; and Data Content Manager for bonds.

Before joining Thomson, he spent a year as Junior Fund Manager in Equity Fund Management of DWS (Deutsche Bank).



Lesley Robinson
Founder Lesley Robinson Consultancy Services

Lesley Robinson Lesley Robinson set up Lesley Robinson Consultancy Services Ltd in 1999, specialising in advising organisations on information, knowledge and records management strategies, the marketing and development of information services and the coaching and development of information teams.

She works in both the public and private sectors helping clients to run their information services more efficiently and effectively and maximise their value to the organisation. Some recent projects have included reviewing an information service within a law firm and devising a three year strategic plan, assisting a charity with the merger and realignment of two internal information services and working with a government agency to review the information flow in their core business processes to identify efficiencies.

Lesley speaks regularly at conferences, runs training courses and writes articles about information management issues. She can be contacted at lesley@lesleyrobinson.co.uk, telephone 020 8871 4284 or www.lesleyrobinson.co.uk.



Tim Skinner
Regional Sales Manager Cisco, UK & Ireland

Tim Skinner Tim leads Cisco's Consumer Finance and Investment Banking team across the UK, helping financial services customers drive productivity and enhance customer relationships by harnessing the power of technology and the network.

After joining Cisco in 1999 Tim has held various roles including sales management, vertical business development and account management.

Tim has been in the networking and data communications industry for 20 years and has a wealth of IT experience gained from Newbridge Networks where he held a Sales Director role and Case Communications where he held various sales and engineering roles.



Ben Watkin
Regional Sales Manager Cisco, UK & Ireland

Ben Watkin Ben is responsible for leading and developing the Enterprise sales team addressing Transport and Business Services. In this role, Ben is focused upon helping customers and partners utilise Cisco's technology to provide competitive advantage and create profitable business models. Prior to this Ben held a number of role's within Cisco spanning ten years including responsibility for a number of strategic Service Provider clients across Europe and developing programs for Cisco's channel partners.

In his most recent roles, Ben has been responsible for developing Cisco's green strategy and working with Cisco Services to move into new markets.



PIC 2008 PREMIER SPONSOR

mergermarket
PIC 2008 SPONSORS

7side
City Information Group
Cilip
D&B
Experian
FactSet
IIC
Intelligent Resources
LexisNexis
aRMadillo
SLA
Smartlogic

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PIC 2008 PREMIER SPONSOR

mergermarket
PIC 2008 SPONSORS

7side
City Information Group
Cilip
D&B
Experian
FactSet
IIC
Intelligent Resources
LexisNexis
aRMadillo
SLA
Smartlogic

Main Presentations

Wednesday 13th May Thursday 14th May
PIC 2008 PREMIER SPONSOR

mergermarket
PIC 2008 SPONSORS

7side
City Information Group
Cilip
D&B
Experian
FactSet
IIC
Intelligent Resources
LexisNexis
aRMadillo
SLA
Smartlogic
The Perfect Information Conference 2007
MacDonald Bath Spa Hotel, 1st, 2nd & 3rd May 2007

The 4th Perfect Information Conference (formerly known as the IPLC), took place on the 1st, 2nd and 3rd May 2007 at the MacDonald Bath Spa Hotel. This conference assessed the current issues and challenges facing the information industry and look at the solutions to these problems. It analysed how Information Centres and the Information Professional can stay viable and relevant whilst coping with change, looking at how professional, personal and organisational development is crucial to this process.

The Perfect Information Conference 2007 - Closure Report

The fourth PI Conference was held at the MacDonald Bath Spa Hotel on the 1st, 2nd and 3rd May 2007 and has proved to be as popular, if not more, than the previous 3 years. According to the delegate feedback the conference was a huge success and well received by all of those who attended. This was mostly due to the programme content, speaker quality, networking opportunities and professional organisation of the conference.

We had a record number of attendees this year from a variety of sectors and backgrounds. This year's conference not only saw many of our past attendees returning (64% of attendees from 2006 came back this year) but also there were 11 new companies in attendance. The split of industries at the conference was as follows:

Law Firms 34%
Banks 26%
Professional Services 17%
Vendors 10%
Other (which includes industry bodies, insurance, hedge funds and private equity) 8%
Recruitment Firms 5%

On the whole the feedback was very positive, with the vast majority of feedback forms recommending that their company attend the conference in 2008. We have already had a number of excellent suggestions for topics to include next year and ways to better the conference format.

Feedback Highlights:
  • Aspects of the conference such as booking/admin, programme content, speech content, organisation and the overall event received scores of 4' and 5's.
  • The venue was well liked by all attendees, receiving mainly 5's.
  • The main attractions for attending the event are the networking opportunities, programme, attendee list, previous attendance, word of mouth and the opportunity to share experiences with industry colleagues.
  • The majority of speakers were given a high ranking, ranging between 3 and 5. The most popular speakers were Jacqueline Beattie, Stuart Hensel and Dave Snowden.
(5 = excellent, 4 = very good, 3= good, 2= fair and 1= poor)

Breakout Sessions:
  • Feedback from the breakout sessions was on the whole very positive with many attendees liking the sessions on the softer skills and also issues surrounding vendor relationships, case studies and recruitment problems.
  • From feedback it is clear that the best sessions were those that were interactive and involved sharing experiences amongst the group.
  • The most popular sessions were The Practice of Facilitation with James Traeger, Understanding the Drivers behind a Vendor Salesman with Dermot Corrigan and Successful Communication with Business NLP with Katie Hogg.
Networking & Social Events:

Both evenings received a very warm welcome from the delegates as they were seen as excellent opportunities to network and socialise with friends, vendors and new industry colleagues. Highlights included our trip and drinks reception at the Roman Baths on the Tuesday evening and the gala champagne reception in the hotel gardens on the Wednesday. It was also great to have the vast majority of delegates there for the whole 3 days of the conference and for both evenings. The only lowlight in all of this being our after dinner speaker who was not so well liked.

Here are some quotes from our clients regarding PIC 2007:

'Thank you once again - I have come back to the workplace inspired and refreshed' - Susan Dennis, Charles Russell

'This was my first PI Conference - I genuinely thought the set up and format was excellent. Plenty of content to take away from excellent speakers please a great opportunity to meet contacts' - Gavin Lewis, Swets

'I thought the conference was excellent. There was a great balance between speaker, panel and breakout sessions with the timing of each spot on. The content was appropriately varied whilst remaining within the framework of the conference theme and there was plenty of opportunity for networking. The venue was perfect and being in Bath gave all of us based in London the added "lift" of getting out of the city. The organisation was superb and I can appreciate how much effort must have gone into making the conference a success. Well done!' - Alison Black, Clifford Chance

'Thank you so much for yet another enjoyable and useful conference. The speakers and break-out sessions were well worthwhile and the networking opportunity invaluable. I had a really great time.' - Judith Hamilton, Rabobank

'First of all big congratulations on putting together yet another very successful conference! It can't be faulted in any way.' - Isabella Folwell, Threadneedle

'I found the conference very interesting and had a thoroughly enjoyable time. Excellent organisation - well done!' - Janice Clarke, Head of Library & Information Services, Holman Fenwick & Willan

'Now the only 'information' conference aimed at high level professionals and with a strategic focus. The format encourages participation unlike other conferences' - Susan Doe, Sidley Austin (UK) Limited


PIC 2007 IN PARTNERSHIP WITH

City Information Group
PIC 2007 SPONSORS

Cilip
FactSet
Factiva
IIC
LexisNexis
mergermarket
OneSource

The Perfect Information Conference 2007

Tuesday 1st May (optional), Wednesday 2nd May & Thursday 3rd May 2007
MacDonald Bath Spa Hotel

"Staying Relevant in a Constantly Evolving Environment - What's Next for the Information Professional"

PI Conferences are pleased to announce the 4th Perfect Information Conference (formerly known as the IPLC), which is to take place on the 1st, 2nd and 3rd May 2007 at the MacDonald Bath Spa Hotel. This year's conference will assess the current issues and challenges facing the information industry and look at the solutions to these problems. It will analyse how Information Centres and the Information Professional can stay viable and relevant whilst coping with change, looking at how professional, personal and organisational development is crucial to this process.

Our uniquely bespoke programme, put together during many months of industry research and interviews, offers delegates the chance not only to learn from well known and respected speakers but also to develop practical skills that can be taken away and used instantly within any business environment. The event consists of a mixture of keynote presentations and interactive break out sessions, giving delegates the opportunity to share knowledge and experiences and at the same time focus on the key skills and topics that are most relevant to each individual. In addition to the conference, there are many opportunities for networking and socialising where attendees can mix with industry colleagues and friends, old and new.

Speakers to feature this year include:
  • Mick Cope, Managing Director, WizOz
  • Dave Snowden, Founder & Chief Scientific Officer, Cognitive Edge Pte Ltd
  • Economist Intelligence Unit
  • Lee Bryant, Director, Headshift & Ruth Ward, Head of Knowledge Systems & Development, Allen & Overy
  • Jacqueline Beattie, Head of Business Information Services, ABN AMRO
Who Should Attend?

This conference targets all professional skill sets within Global Investment Banking, Accountancy and Consultancy institutions. Public Sector will also benefit from this conference.

Why Should You Attend?
  • Increase professional development & enhance industry understanding
  • Share knowledge & experiences with your peers
  • Learn something new, refreshing & relevant
  • Develop skills to better your department's efficiency & effectiveness
  • Enjoy practical & interactive sessions with industry experts
  • Develop ability to identify changes & tackle current challenges
  • Chance to socialise with industry colleagues & with your suppliers
2006 Attendees

ABN AMRO * AIG * Alacra * Allen & Overy * Apax Partners * Baker McKenzie * Bank of England * British Library * Bureau Van Dijk * Charles Russell * Clifford Chance * Commerzbank * CSFB * Deustche Bank * English Nature * EuroInfoPool * Experian * Factiva * Financial Times * Freshfields * Global Insight * Grant Thornton * Herbert Smith * HSBC * ICC * Intelligent Resources * JP Morgan * Lazards * Lehman Brothers * Lesley Robinson Consulting * Lexis Nexis * Linklaters * Lovells * Mercer Oliver Wyman * Merrill Lynch * Morgan Stanley * NM Rothschild & Sons * Norton Rose * One Source * Polygon * PWC * Rabobank * Richards Butler * Robson Rhodes * Runtime Collective * Thomson Financial * Threadneedle * UBS * Warburg Pincus * Watson Wyatt

Further Information

For more details on the conference please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.


PIC 2007 IN PARTNERSHIP WITH

City Information Group
PIC 2007 SPONSORS

Cilip
FactSet
Factiva
IIC
LexisNexis
mergermarket
OneSource

Jacqueline Beattie
Head of Business Information, ABN AMRO

Jacqueline is the UK Head of Business Information Services at ABN Amro, working as part of the Global Business Information Services team.

Jacqueline's career includes experience of managing knowledge and information both in the public and private sectors within organisations such as Xerox, KPMG, Ealing Council and Nortel Networks.

Jacqueline has in-depth, hands on experience of how organisations approach both information and knowledge management. She promotes the delivery of customer focused services through continuously improving processes by highly motivated teams of information professionals. Whilst at the same time, proactively managing the constant need for evaluating the service to ensure that customer requirements and expectations are being met - i.e. staying relevant to the organisation.



Lee Bryant
Director, Headshift

Lee Bryant Lee Bryant is a founding director of Headshift, a leading social software consultancy and developer for large organisations. He is a regular speaker and writer on the role of online social networking in transforming business, education and public participation. He has been playing with words and computers since the age of 10, and has been creating innovative online applications for over a decade. He is also a board member of the social enterprise Involve, which focuses on the creation of new forms of public participation. Headshift has been working with leading law firms, consultancies and large corporate's for several years developing implementations of lightweight, enterprise social software systems, and has emerged as a leader in this fast growing field.



Manny Cohen
Chairman & CEO, The RM Group

Manny Cohen Manny Cohen is currently celebrating 30 years in the Information Industry.

He started in 1977 as a researcher of Company & Government records & is chairman of the RM Group, owner of the company and anti-money laundering database armadillo, the first commercial company database on the web, which he was instrumental in conceiving & launching.

He is also a director of ACRA, the Association of Company Registration Agents, a former RAF reserve officer, a Freeman of the City of London and a long time supporter of the City Information Industry.



Dermot Corrigan
Consultant

Dermot Corrigan Dermot returns for the fourth successive year, having chaired the 2006 event and been a panellist before that.

Among his recent consulting assignments, Dermot has worked for some of the most renowned brands in the information industry such as Wolters Kluwer. He has also been called upon to advise a leading private equity house on emerging opportunities in enterprise web 2.0 and has invested in and advised two digital media start-ups.

Until last year he was he was Development Director for LexisNexis' News & Business portfolio which included the core global platform and specialist applications such as media evaluation and know-your-customer tools.

Previously he spent two years at PR Newswire, the news distribution and investor relations arm of United Business Media where he was Sales and Marketing Director, EMEA and responsible for upwards of 70 staff across 6 countries.

Before this he spent nine years with Frost & Sullivan, the market analysis and consulting firm where he ran the European sales operation for three years till 1999. This followed a two-year stint as Senior Marketing Consultant in Frost & Sullivan's healthcare practice and a number of years in international sales and account management.

Dermot is married with two sons and lives in North London.



Alun Davies
Head of Knowledge Management, Lovells

Alun Davies Alun Davies has been Head of Knowledge Management at the global law firm Lovells since 2002. He is responsible for the firm's knowledge management strategy and for developing the firm's professional support, knowhow management and information services. The firm's KM team comprises over one hundred lawyers, knowhow managers and information professionals operating from most of the firm's 26 offices. Alun joined Lovells from Credit Suisse First Boston, where he was the Regional Director of Information and Records Management. However, most of his career has been spent in the legal sector, having served as Head of Information Services at Freshfields Bruckhaus Deringer for over twelve years and Allen and Overy before that.

A qualified information manager, Alun has been actively involved in professional activities for many years.



Dr Hazel Hall
Senior Lecturer, Napier University

Hazel Hall Dr Hazel Hall is Senior Lecturer in the School of Computing at Napier University, Edinburgh. Her research interests include the education and training of information professionals, online information services provision, business information sources and services, online communities and collaboration, and knowledge management. Hazel has completed research and consultancy with companies such as KPMG, Sun Microsystems and Scottish Enterprise. Between February and July 2006 she undertook a secondment at TFPL, supported by a Royal Academy of Engineering grant.

Hazel is a member of the Executive Committee of Online, a judge of the Annual International Information Industry Awards, and conducts refereeing duties for a number of academic journals and research bodies. She has performed several roles at various examination boards and validations in UK universities. She serves on the editorial boards of Library and Information Science Research, the Journal of Information Science and the Handbook of Information Science and Management (Sage), and is a member of the Peer Review College for the Arts and Humanities Research Board.



Sue Hill
Managing Director, Sue Hill Recruitment

Sue Hill Sue Hill has been prominent in the information field as a recruiter for over twenty years. Her background in information supply led her neatly to recruitment within the sector and she is currently the Managing Director of the largest independent recruitment agency for information and knowledge managers. Sue has an excellent overview of all aspects of information work and the many issues that arise for both employers and practitioners.








Kate Hogg
Director, Resolution Coaching and Training

Katie is a highly skilled and experienced coach, facilitator and trainer who specialises in the design, development and delivery of a range of NLP-based programmes and facilitated events. She works in both the UK and extensively throughout Europe and is bilingual in English and Spanish.

Recent work includes design and delivery of a development programme combining coaching and training for senior managers in a very successful direct savings bank. She has also recently completed design and delivery of a suite of management development programmes in interpersonal skills, influencing skills and leadership skills for a large pharmaceuticals company.

She has worked extensively in Bank of America, Dresdner Bank, Hutchison 3G, Unisys, Vodafone, Biogen, Pfizer, Towers Perrin, Morgan Stanley, JP Morgan and ING Direct.

She is an INLPTA certified NLP Trainer and spent 6 years working in personal and professional development organisations before she set out on her own 8 years ago. Prior to that she travelled extensively, lived in Mexico and later Tanzania and worked for UNHCR on projects related to healthcare for refugee women.

In coaching she works with individuals at all levels of organisations on all aspects of professional and personal development and performance issues. Her style is described as creative, intelligent, professional and practical.

Those she works with report the immediate benefits of a clearer perspective and a greatly enhanced ability to establish and achieve their goals in life.

She brings great breadth of experience and depth of insight as well as tremendous energy, enthusiasm and laughter to all that she does.



Jackie Marfleet
Knowledge Management Senior Manager, Ernst & Young

Jackie Marfleet Jackie Marfleet has more than 15 years management experience gained in a variety of roles. She joined Ernst & Young in February 2007 as a Senior Manager responsible for Knowledge Management within the consultancy practice. Prior to joining E&Y, Jackie spent two years with the British Library where she was responsible for leading the development and provision of the British Library's free and priced reference and research services.

Before joining the British Library, Jackie worked at JP Morgan where she was Vice President of Operations within Investment Banking. Her responsibilities included leading the deployment of the firm wide global CRM tool in Europe. Jackie also managed the Business Research Centre in London and was responsible for the provision of information to the European offices.

Jackie has also spent a number of years working in the consultancy sector. She was Head of Information Services at KPMG and was also engaged as a consultant in KPMG's Strategy, Economics and Marketing practice. Prior to this, Jackie worked for Braxton Associates, a niche strategy consultancy, where she set up the information department in London.



Paul Matthews
Consultant, PACE Partnership

Paul Matthews Paul's background and experience includes key client management, sales management, business development and training within blue chip organisations. He has spent the past five years working predominantly with professional services firms. In addition to the UK, Paul has worked in the Middle East, North Africa, the Far East, Australia and the Indian Sub Continent. He draws on this diverse experience to help his clients achieve their goals through the implementation of effective, practical and measurable solutions.

The PACE Partnership advises, coaches and develops its clients on how to win new business, retain their key clients and build greater client loyalty. It helps firms improve their profitability by establishing the strategy, processes, skills and confidence for effective business development practice.



James Mclaughlin
Head of Global Knowledge Services, Citigroup

James is Head of Global Knowledge Services within the Banking Division at Citigroup. In this role he is responsible for Citigroup's Knowledge Process Offshoring (KPO) activity in Mumbai, India with functions across Information Services, Banking Analytics, Presentation Technologies and Business Administration. James also has responsibility for Global Banking's market data and banker desktop services. He is also responsible for knowledge management through delivery of a Business-wide information portal and intranet.

James has been at Citigroup for 8 years having joined via the merger with Schroders in 2000. Previous to that James ran Information Services at Deutsche Bank in London. He started his career as an Information Researcher at Merrill Lynch in the City after graduating in Library & Information Studies from Manchester Polytechnic.

Whilst at Citigroup restructuring has been a constant theme starting with the initial 3 way merger of Schroder's, Citibank's and Salomon Brother's Information Centres, through to re-structuring of the traditional Library & Information function, and it's eventual off-shoring. The function has grown to include desktop delivery of information services, delivery of knowledge management solutions and has branched off further still into other knowledge-related off-shoring activity.



Simon Miller
Consultant, Best Foot Forward

Simon Miller is a project manager and consultant at Best Foot Forward, an Oxford based consultancy specialising in Ecological Footrpinting and carbon accounting. Best Foot Forward have completed in-depth analyses ranging from the environmental impact of a single organic apple to the entire City of London.

Simon has a strong environmental background after completing an MSc Environmental Sustainability at Edinburgh University. In 2004 Simon became a consultant at AEA Technology where he spent the majority of the following two years working on the government's Envirowise programme. Simon has extensive experience working closely with businesses to improve their resource efficiency, and has particularly worked in the fields of eco-design and water efficiency.



Frank Morton
Head of Business Information, Lehman Brothers

www.lesleyrobinson.co.uk

Frank has particular expertise in non-contentious employment law and providing strategic advice to commercial clients and institutions. Frank has sector expertise in the areas of financial services, construction, utilities and outsourcing. Frank offers strategic advice on collective employment law issues, restructuring programs, discrimination, outsourcing and major change issues in the UK and to multi national companies.



Christopher Smith
Consultant, Bath Consultancy Group

Christopher Smith Chris has over 20 years experience as a consultant and business leader working with a range of industries, including financial services, telecommunications and the public sector. His consulting work encompasses leadership, team and organisation development. He most enjoys working on challenges that require the development of leaders to generate organisational change in order to achieve strategy which is the specialist focus of Bath Consultancy Group. He is currently working on leadership development initiatives with the global IT team in a major investment bank, the Europe-wide leaders in Canon, a partner development initiative with one of the big 4 accounting firms and senior managers in an education and publishing business. He also works with senior leaders as an Executive coach.

His past experience includes roles in banking and telecommunications as well as consultancy and academia. As the Director responsible for leadership and management development at Cable & Wireless Group he set the development strategy, introduced an integrated global learning approach and managed the entire training and development function through a period of rapid downsizing. As an Associate Programme Director with London Business School he led a number of senior leadership development programmes with significant international companies such as Barclays and Diageo as well as researching the effectiveness of project-based learning. Earlier in his career he worked with Price Waterhouse consultants, undertaking change assignments in the public sector and he began his career in international banking.



Dave Snowden
Founder & Chief Scientific Officer, Cognitive Edge Pte Ltd

Dave Snowden Dave Snowden is a major figure in the movement towards integration of humanistic approaches to knowledge management and sensemaking. He is generally held to be one of the leading practitioners and thinkers in the field of naturalising (science based) approached to decision theory and sense making. Well know for his work on the role of narrative and complexity theory in sense making, he is an entertaining speaker and formidable realist, and one of the few thought leaders who can bring together the academic and practitioner perspectives into a single, comprehensive purview. His original degree is in Philosophy from the University of Lancaster and he also has an MBA from Middlesex University.

He is the Founder and Chief Scientific Officer of Cognitive Edge, which focuses on the development of the theory and practice of sensemaking. Cognitive Edge exists to integrate academic thinking with practice in organisations throughout the world and operates on a network model working with Academics, Government, Commercial Organisations, NGOs and Independent Consultants. The Centre spun off from IBM in July 2005 to allow it greater freedom to explore new trans-disciplinary and participatory approaches to research and the creation of an open source approach to management consultancy. The Cynefin framework, which lies at the heart of the approach, has been recognised by several commentators as one of the first practical applications of complexity theory to management science.

A native of Wales, he was formerly a Director in the IBM Institute for Knowledge Management and founder of the Cynefin Centre for organisational complexity.



Bronia Szczygiel
Partner, Impact Factory

Bronia Szczygiel Bronia Szczygiel is an Associate Partner at Impact Factory where she specialises in Project Management Communications, Leadership and Presentation Skills. She has over twenty years management experience in a scientific business environment.

Bronia began her career as an Electronics Engineer and spent ten years in an IT research environment moving from project delivery to a management role.

She is a Chartered Engineer, a Master Practitioner of NLP and Certified NLP Coach.

Bronia now uses her knowledge and expertise to devise and deliver programmes that utilise both her corporate and coaching experience. She has an absolute passion for developing people and combines a strong, analytical approach with a warm and bubbly personal style.

Bronia has worked with many of Impact Factory's top clients including:

British Airways, Fidelity, Johnson Controls Ltd, Merrill Lynch, News International, Raytheon Systems, Unilever and Mitsubishi UFJ.



James Traeger
Senior Consultant, Roffey Park

James Traeger James has 18 years experience in human and organisational development. His varied career includes winning a fringe-first award as a theatre producer at the Edinburgh Festival, as general manager of one of Europe's leading commercial photo agencies, and as the co-developer of the Navigator Programme, the only international men's development programme to be run in the public, private and voluntary sectors. He recently won acclaim for his work on the Metropolitan Police's 'gender agenda', and is a member of the prestigious Centre for Action Research in Professional Practice at the University of Bath. He specialises in leadership with due attention and sensitivity to organisational and global diversity. James is the Programme Director for the Roffey Park Art of Facilitation programme.



Ruth Ward
Head of Knowledge Systems & Development, Allen & Overy

Ruth Ward Ruth Ward is Allen & Overy's Head of Knowledge Systems and Development, Ruth qualified as a banking lawyer in 1992 and worked in private practice before moving into legal knowledge management in 2000. Ruth is a senior member of A&O's global know-how and training function and has responsibility for developing and co-ordinating knowledge systems and resources internationally in line with the firm's knowledge strategy. Ruth's project portfolio currently includes work on social software and search. Ruth also advises groups in the firm on KM initiatives and supports a number of clients in their KM activities.

Ruth is a regular speaker at KM conferences and has contributed articles to a number of legal, business and KM journals. She is a member of the KM advisory group of the Society for Computers and Law.



PIC 2007 IN PARTNERSHIP WITH

City Information Group
PIC 2007 SPONSORS

Cilip
FactSet
Factiva
IIC
LexisNexis
mergermarket
OneSource

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PIC 2007 IN PARTNERSHIP WITH

City Information Group
PIC 2007 SPONSORS

Cilip
FactSet
Factiva
IIC
LexisNexis
mergermarket
OneSource

Please find the below the conference presentations and breakout session outcome documents to download.

Main Presentations

Wednesday 2nd May Thursday 3rd May Breakout Sessions Wednesday 2nd May Thursday 3rd May
PIC 2007 IN PARTNERSHIP WITH

City Information Group
PIC 2007 SPONSORS

Cilip
FactSet
Factiva
IIC
LexisNexis
mergermarket
OneSource
IPLC 2006
Chilston Park Hotel, Kent, 9th, 10th & 11th May 2006

The third Information Professional Learning Conference (IPLC). The event took place on the 9th, 10th and 11th May 2006 at Chilston Park Hotel in Kent.

The Perfect Information Conference 2006 - Closure Report

Customer Feedback

According to delegates, the quality of the conference was a huge success and gauging from feedback received, the third IPLC has proven as popular if not more than the previous two years.

This was mostly due to the programme content, quality of speakers and facilitators & slick organisation. Clients who attended the previous two years also mentioned that this year felt more relaxed since the conference was more firmly established.

The success of any event can be judged on repeat business and as such over 70% of our guests have returned from last year.

Furthermore:
  • Greg Simidian randomly questioned 20 people at the conference, all of which said they would come back to next year. s PI Conference.
  • From the feedback forms received, all delegates said they would recommend their company attends next year.
On the whole, the delegate feedback was very positive.

Feedback highlights
  • Almost all feedback forms revealed that the main attractions of the IPLC 2006 were the relevant topic, good recommendations from colleagues and the successful previous two events.
  • Most feedback forms this year received 4s and 5s on booking/admin, programme, documentation and organisation
  • Venue facilities was the only one to receive 3s and 4s.
  • Most speakers were given a high evaluation, ranging between 3 and 5
(3=Good; 5=Excellent, 1 being the poorest ranking).

Breakout Sessions

Feedback from the breakout sessions was generally very positive.

Delegates who had attended last year. s conference felt that the quality of facilitators and breakout session topic was much better this year.
  • The most popular breakout sessions were Managing the impact of change, Selling successfully to internal customers, both facilitated by Peter Grundy. Wikis & Weblogs by Lee Bryant was another popular session.
Evening Gala Dinner

The evening gala dinner received a very warm welcome from the delegates, who always enjoy the opportunity to network and catch up with old friends.

The after dinner this year, Gary Richardson, was also very well received, unlike our controversial speaker from last year (Humberto Aguilar, convicted money launderer).

Here are some quotes from our clients:

Isabella Folwell, Threadneedle
Just a brief note to say thank you very much for a superb conference! All your hard work certainly showed.

Michelle Fordyce, Herbert Smith
I have just posted my feedback form, but wanted to thank you for a wonderful conference. The sessions and workshops were great, but most of all it was an excellent opportunity to network with colleagues from other City firms. The hotel was fantastic, very comfortable and relaxed and I thought everyone worked very hard to keep us all entertained. Your hard work and organisation really showed and was very much appreciated.

Scott Basham-Smith, Merrill Lynch
Just thought I would drop you a mail to say what wonderful job you did in organising a great Conference, it was very useful and great fun, I would definately recommend it.

Judith Hamilton, Rabobank
Congratulations on yet another hugely successful conference. I have to thank you for the wonderful hospitality provided and the opportunity to get together with my colleagues from other organisations, which I always find enjoyable and useful.




The Perfect Information Conference 2006

Tuesday 9th May (optional evening), Wednesday 10th May 2006 (start of the conference) & Thursday 11th May 2006.

Chilston Park Hotel, Kent.

"Understanding the main drivers for change in the information industry and coping with these changes."

PI: Conferences is delighted to host their third Information Professional Learning Conference (IPLC). The event will take place on the 9th (optional), 10th and 11th May 2006 at Chilston Park Hotel in Kent.

Many months of research have been invested across the information community regarding the trends and topics currently faced by the information market. As a result of this detailed insight, a bespoke programme has been created that sets the IPLC apart from other conferences. The theme for next year. s conference is . Understanding the main drivers for change in the information industry and coping with these changes. .

This two day conference has been split into four main areas:
  • Knowledge will be gained on information delivery trends and how new products within the market can impact the way we receive information.
  • The impact on our working lives and how this is affecting our organisations.
  • The practicalities of change to the business and aligning information management with company strategy and understanding the role of the change manager.
  • Finally, we will discuss the need to embrace a culture of change and creativity - facing up to the future and acting upon it.
Speakers included this year are:
  • Heather Hooper, Business Information Centre Manager, JP Morgan
  • Peter Thomson, Director of the Future Work Forum, Henley Management College
  • Tony Grundy, Senior Lecturer in Strategic Management, Cranfield University
  • Ron Donaldson, Senior Knowledge Ecologist, English Nature
  • Jackie Marfleet, Head of Reference & Research, British Library
Who should attend?

This conference targets all professional skill sets within Global Investment Banking, Accountancy and Consultancy institutions. Public Sector will also benefit from this conference.

Why should you attend?
  • Improve yourself and your industry understanding
  • Improve your decision making options
  • Know the views of your peers
  • Use the profile and networking opportunities to help your business
  • Be at the centre of the discussion
  • Learn something new
  • Improve your department's efficiency and effectiveness
  • Know and understand the changes before they happen
  • Make sure you're ahead of the competition
  • Identify, understand and tackle the changes
  • Anticipate the future
Click here to view an article written by one of Perfect Information's clients, regarding last year's IPLC.

For more information on the event, please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.




Martin Ainsworth
Independent Consultant

Martin is an independent consultant in information services and information technology, with over 20 years experience across public sector, consultancy and financial services.

Most recently he was an Associate Director at Hawkpoint Partners, the largest employee owned corporate finance business in Europe, where he directed the Information Services and Information Technology departments of the firm.

Previously he was a founding member of J O Hambro Magan & Co Ltd, setting up research services and computer infrastructure for the newly formed Corporate Finance boutique. With the acquisition of the business by NatWest Markets, Martin moved to the restructured NatWest Markets Corporate Finance Ltd. There he integrated the research and technology departments of the two businesses and directed and managed teams of information technology professionals and researchers to support the new business. In 2000 the business separated from NatWest under a management buyout to become Hawkpoint Partners Limited.

Martin has considerable experience in developing knowledge management programmes based around Client Relation Management (CRM) and content management, including third party data content management.

Martin started his career in the Library service of the Department of Trade and Industry and then joined the emerging strategic management consultancy MAC Group (now Gemini Consulting), where he set up their research function in London.

Graduating in Classics from Cambridge University Martin holds a postgraduate diploma in Librarianship from the University of Wales. He is a member of the Chartered Institute of Information Professionals (CILIP), the City Information Group (CIG), and the Special Libraries Association (SLA).



Lee Bryant
Director, Headshift

Lee Bryant is an on-line social communication specialist with a focus on knowledge development, and has a strong belief in the empowering potential of the Internet. He has been playing with words and computers since the age of 10, and published his first code aged 11. Pre-Internet, he wrote and researched in the field of International Relations, working as a media consultant for the Bosnian government in London and Sarajevo during the war.

In 1996, he co-founded one of the first successful online agencies to focus on building online knowledge communities, and also helped establish the social enterprise Brixton Online, where he remains a director; he is also on the Board of a new charity called Involve that is exploring new forms of public participation. In 2002, Lee and his team founded a new company, Headshift Ltd, to focus on the emerging area of social software, and since then he has become a leading writer and practitioner in the field of augmented online social interaction, whilst working in close partnership with Headshift's clients to create innovative online applications.

Headshift is now at the forefront of the UK social software industry, and its clients and partners include NHS organisations, professional services firms, corporates, local government, NGOs and think tanks.



Angela Burdett
Senior Vice President of Investment Banking, Thomson

No further info.



Ron Donaldson
Senior Knowledge Ecologist, English Nature

Educated to degree level in Geology and Ecology in my native North-East, the newsagent said he would keep my paper job open - so I still have fallback position. I originally spent 20 years in Civil Service Information Systems before seeing the light on an interviewing course when the trainer noticed I was asking questions in binary. I hold Dave Snowden (now of the Cynefin Centre) wholly responsible for infecting me first with ideas of stories, patterns and communities then more latterly in the darker arts of complexity theory, attractors and unorder.

I am a paid up member of the National Trust, Camping Club and the Campaign for Real Ale (CAMRA) which just about sums up my other interests of nature, archeology and real ale.

I have fallen back on calling my discipline Knowledge Ecology simply because I believe that knowledge cannot be managed. An 'ecological' or more correctly 'social complexity' approach infers working with starting conditions, catalysing and facilitating the interactions between individuals and communities, then nurturing those emergent patterns that please us. Finally reinforcing positive patterns with feedback, such as encouragement, ensures more of the same. This patterning of behaviours towards a reinforcing outcome is the equivalent of an attractor in physical complexity theory.

Then, if all this wonderful thoughtful stuff fails, get everyone down the pub to tell each other stories.



Jacquie Drake
Director of Praxis Centre, Cranfield School of Management

Dr Jacquie Drake is Executive Director of The Praxis Centre at Cranfield School of Management where she has been a faculty member for 25 years.

Praxis takes a holistic approach to management development and it has pioneered many innovative approaches to personal and organisational effectiveness. Jacquie has identified and championed a range of creative developments in this field and has drawn together a "virtual faculty" of over 60 specialists. Together they have established and sustain a truly "leading edge" position. Working with Ido van der Heijden, Sandy Cotter and Andy Logan in the mid-1980s she brought psychotherapy into the heart of management development. In the mid-1990s Jacquie introduced Richard Olivier to the business world and with him pioneered the use of Shakespearean plays as vehicles for leadership development. Combining the radical with the more traditional, Praxis works with managers from about 300 different organisations each year.

Before moving into management education, Jacquie's work experience was in marketing and information services. She has degrees in Economic History (BA), Business (MBA) and Management Development (PhD). She has also trained in psychotherapy. Her areas of special interest are communication, leadership, teambuilding and managing change. She is currently spearheading a major new initiative in the field of creativity by forging links between business and the arts.

In parallel with her Cranfield work, Jacquie has twenty years experience consulting internationally to a wide range of organisations and individuals in the business world delivering management development courses and workshops, facilitating senior level off-site strategy meetings and teambuilds, and undertaking individual mentoring and coaching.



Dr.Tony Grundy
Senior Lecturer in Strategic Management, Cranfield Uni

Director of Cambridge Corporate Development and Senior Lecturer in Strategy at Cranfield School of Management.

He is author of 17 books and has consulted with KPMG and PA. Prior to that he held senior management roles in BP, ICI and with an international retailer.

Tony is reknowned for his lively, interactive and even unique style - and is immensely practical - whilst at the same time being highly knowledgeable and experienced. His clients have included, Guinness, HSBC, Microsoft, Nokia, Norwich Union, Tesco and many other organisations of all kinds of sizes.



Peter Grundy
MD, The Partnership

Peter is the Managing Director of the Partnership and heads our Strategy and business development teams. His roll in managing the day-to-day operations of the firm includes responsibility for ensuring the maintenance of the company's culture and values.

Coming to the partnership from the Banking sector, Peter has extensive experience in financial institutions, and also specialises in teamworking solutions in the IT sector. He is currently working with a range of clients including SAP, Equanet and Bank of America.

In his 17 Years at the Partnership, Peter's work has taken him around the world including Africa, the US, Kazakhstan, Hong Kong and to a hospital in Reykjavik. His Hobbies include tennis and sailing.



Heather Hooper
Business Information Centre Manager, JP Morgan

Heather Hooper manages the research and information services for JP Morgan in EMEA.

She has spent the last 23 years in research related positions, almost exclusively in financial services. Her past experience includes roles at the London Chamber of Commerce, Midland Bank and Lazards as well as the opportunity to establish a new information service at Chase Manhattan to meet the needs of a growing M&A department.

As well as managing information services in EMEA, Heather, together with the New York Information Centre, also has responsibility for JP Morgan's large research and information facility in Mumbai. She is also part of the core team responsible for the support and promotion of the bank's CRM tool and is actively involved in JP Morgan's KYC processes.

Heather graduated in Library Studies from Loughborough University and is a member of the City Information Group.



Julia Hordle
Director, Corporate Intelligence, Intelligent Resources (Joint)

www.intelligentresources.com

Julia is a founding director of Intelligent Resources, a specialist executive recruitment, resourcing and consultancy firm for the business intelligence markets. She been working in the business intelligence area since 1993, supporting corporate strategy and professional services firms, change management and investment banking fields among others.

Julia is a trusted advison on key business issues, and in times of change. Her insight on change forms an invaluable part of the Intelligente Resources service offering. She is still a hands-on consultant with responsibility for the identification of new niches, the scoping and execution of client campaigns, career management, benchmarking & advisory services and research.

Julia is a member of the Institute of Directors, as well as being an active supporter of a number of professional groups including the Society of Competitor Intelligence Practitioners (SCIP), the City Information Group (CIG) and the Special Librarians Association (SLA). She is also a long-standing member of the Recruitment and Employment Confederation (REC).

Julia has a special interest in professional development and is recognised for helping to focus, develop and encourage careers at all levels and for encouraging practitioners to reach for a higher, more irresistible profile. Julia believes the "people" side of corporate change management is often neglected when cost and technology are in focus, but that we do so at our peril.



Jackie Marfleet
Head of Reference & Research, British Library

Jackie Marfleet has more than 15 years management experience gained in a variety of roles. She joined the British Library in February 2005 where she is currently responsible for leading the development and provision of the British Library's free and priced reference and research services for academic researchers, companies and individual entrepreneurs.

Prior to joining the British Library, Jackie worked at JP Morgan where she was Vice President of Operations within Investment Banking. Jackie's responsibilities included leading the deployment of the firm wide global CRM tool in Europe. Before moving in to an operational role, Jackie was Manager of the Business Research Centre in London and was responsible for the provision of information to the European offices.

Jackie has also spent 7 years working in the consultancy sector. She was Head of Information Services at management consultancy KPMG and was engaged as a consultant in KPMG's Strategy, Economics and Marketing practice where she provided consultancy advice to public sector organisations. Prior to joining KPMG, Jackie worked for Braxton Associates, a niche strategy consultancy, where she set up the information department in London.



Neil Massa
Director, The Talent Stream

"If people build companies, who builds people?"

For over 18 years Neil Massa has been working in a business development environment. During this time he has recognised that if a business wants to thrive it needs high quality training for its people, which can deliver measurable results in a short space of time.

In response to this Neil created the Talent Stream, an organisation dedicated to helping people improve their sales performance.

Neil has an engaging way of sharing his experience in sales, sales management and sales training with his audience. He is in constant demand as a coach, trainer and consultant, to demonstrate and explain how you can improve your sales results in a way that feels right for you (and your business).

His fresh approach turns selling inside out and provides a framework for producing better results in an instant. Neil does not ask you to employ any tricks or manipulative techniques in his training, instead you will be given insights into how to employ and develop your natural talents in a more confident, skilful way to achieve the results you really want.

If you want simple, practical ideas which can be applied with confidence and ease, Neil`s programmes will be just right for you.



Nick Milton
Director for Resources and Training, Knoco Ltd

Dr Nick Milton has unparalleled experience in developing and applying knowledge management for business benefit.

He spent two years at the centre of the team than made BP the leading KM company in the world, acting as the team Knowledge Manager, developing and implementing BP's knowledge of "how to manage knowledge", and co-ordinating the BP KM community of practice. Prior to this role he had worked for five years as Knowledge Manager for BP Norway.

Nick has since been instrumental in developing and delivering KM strategies and implementation plans in a wide range of organizations including De Beers and major clients in the mining, broadcasting, manufacturing and energy sectors.

He has a particular interest in harvesting, capturing and collating knowledge, and has managed major knowledge capture programs, particularly in the area of mergers and acquisitions.

He is the author of a recent book Knowledge Management for Teams and Projects (Chandos Publishing, 2005), and co-author of Performance through Learning – knowledge management in practice (Elsevier, 2004).

Nick is a widely recognized coach and trainer, and has spoken at many international conferences.

Nick holds a Doctor of Philosophy from the University of Wales, is directing training and product development for Knoco, and is based in Bath, England.



Lesley Robinson
Director, Lesley Robinson Consulting Services Ltd

Lesley Robinson set up 'Lesley Robinson Consultancy Services' in 1999, specialising in advising companies on information and knowledge strategies, general information management issues, the marketing and development of information services and the coaching of information teams. Some recent projects have included: developing and implementing a benchmarking study within the professional services sector to analyse trends in information and knowledge management practices; developing an information strategy for a medium sized law firm to help the fee earners embrace new technologies and improve general business processes and advising a charity on the merger of their two internal information services.

Lesley is a qualified information professional and also has an MBA from Cranfield Business School in the UK. Her previous career has been in consultancy and recruitment within the information industry, as well as general management consultancy. She has worked for organisations such as Bain and Company, KPMG, TFPL and FT.com. Lesley is an active writer, trainer and speaker within the information world. She offers a variety of training courses for information professionals, both bespoke and public, on topics such as marketing, networking, presentation skills and information strategy.

Lesley presents papers and workshops at conferences in the UK and USA on a frequent basis. Until recently, Lesley was a Committee member and Trustee for the City Information Group in London. She is also a member of the Expert Advisory Committee for the 'Online Information Conference' in the UK and a member of the Special Libraries Association Taskforce on "Executive Growth".



Robert Santiago
Head of FT Research, Financial Times Ltd

For the last five years Robert Santiago has managed the Financial Times Research Centre in London and Manila, the newspaper's commercial research and consultancy arm.

With over 20 years experience in the business information industry, Mr Santiago spent the first five years of his career in the US where he worked with some top flight international law firms before moving to the investment banking sector. After working in corporate finance for Dean Witter Inc, he moved to London to help set up Disclosure Inc's European operations in 1987 now part of Thomson Financial.

After leaving Disclosure, Mr Santiago returned to the investment banking arena and worked in London for Morgan Stanley and Goldman Sachs before joining KPMG in 1995 as head of research in the firm's Research & information Group. In 1998 he took on responsibility for group research at a national level and managed groups in Manchester, Birmingham and Bristol, as well as London.

Mr Santiago is fluent in Spanish and a regular public speaker on information topics. He has broad knowledge and experience of information management in the financial sector and particularly among large multinationals.



Greg Simidian
MD, Perfect Information

Greg Simidian is the Managing Director of Perfect Information. Having spent three successful years as Sales Director at Perfect Information, Greg was promoted to the MD position in 2002.

During his time as Sales Director at Perfect Information, Greg pushed through a succession of global deals with leading financial organisations in the banking, broking and legal sectors. During his tenure as Managing Director, Greg has taken Perfect Information from a UK-based company to a global information provider. The company has seen a significant growth in revenue and has a global customer base, including the top 100 investment banks and law firms.

Before joining Perfect Information, Greg was the European Sales Manager at Dow Jones for two years. He was responsible for maintaining and building relationships and revenue levels with information professionals and for the delivery of web-based, enterprise-wide business news and research solutions.

Greg has been in the online industry for 12 years and in sales for 15 years, holding positions at LexisNexis and ICC Information Group amongst others.

Greg is also a member of the City Information Group (CiG) and the SLA.



Tony Smee
Director of Mast Theatre, MaST Training

No further info.



Peter Thomson
Director - Future Work Forum, Henley Management College

Peter is Director of the Future Work Forum at Henley Management College which he founded in 1992. He has built this into a leading expertise centre in evolution of new working practices and the strategic implications for employers. He is also a director of WiseWork Ltd, a consultancy that specialises in flexible working and work-life balance.

Based on the research carried out by the Forum and by collecting expert views from over 200 speakers at Henley, Peter has acquired a unique view on the Future of Work and how it impacts individuals, organisations and the management of people.

Prior to setting up the Forum, Peter was the Personnel Director for Digital in the UK and Northern Europe for a period of 18 years, during which time the company pioneered teleworking and other working patterns. He has also been Vice-Chairman of the DTI Telework Special Interest Group, a member of the Flexible Working Magazine Editorial Board and organiser of the Telework World Conference for 5 years.

Peter is a Fellow of the CIPD and a past Branch Chairman and speaks at many conferences on the Future of Work and related topics.



Rhydian Vaughan
Senior Consultant, MaST Training

Rhydian was educated at Eton College. Prior to joining MaST in 1983, Rhydian worked for Willis Faber in the Lloyds of London market as a North American Reinsurance broker, handling many of the large American personal accident and property accounts.

At MaST Rhydian conducts a range of training and development programmes. He specialises in designing and running programmes in Negotiating Skills, Sales & Business Development, Beauty Parades and Key Client Management.

As a Partner in MaST he is responsible for the negotiation input and setting the standards for this within MaST.

His principle clients are City, legal & property firms.




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Contract Negotiation Seminar
28 Portland Place, London W1, Wed 8th March 2006

This event targeted all professional skill sets. It was a course for people who wish to improve their contract negotiation techniques.

Contract Negotiation Seminar, March 2006 - Closure Report

Please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com if you wish to receive feedback from this seminar.




Contract Negotiation Seminar, March 2006

Wednesday 8 th March 2006
28 Portland Place, London W1

Due to the first seminar being sold out, we will be running a second Contract Negotiation Seminar. The course will be held on the Wednesday 8th March in London (see Venue Details).

Who should attend?

This event targets all professional skill sets. It is a course for people who wish to improve their contract negotiation techniques.

Why should you attend?

Successful negotiation improves profits, enhances business performance and builds healthy relationship. It also wins the respect of others inside and outside of your organisation.

The need to negotiate, both internally and externally, is a fundamental part of business. Without the skills focused on during this seminar, there is a risk of being out-manoeuvred, overcharged or simply just not getting the best deal.

To view the full details of the Contract Negotiation seminar, go to "Programme".

For further information please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.




12.00 Buffet Lunch

13.00 Start of Contract Negotiation Seminar
Trainer: Nic Fallan, Director, Forty2


The seminar explored:
  • The key to a successful negotiation: any negotiation requires to balance both the emotional and rational aspects of the negotiation. How do we do this effectively?
  • The goal of negotiation: what is the goal of a good negotiation? Is it more than achieving a great result?
  • The "T" concept: what are our strengths and weaknesses, and those of our negotiating partner? How can we use our strengths to off-set our weaknesses?
  • The power balance: how do we identify our power in the negotiation and adapt our negotiation strategy accordingly?
  • The Intention Matrix- managing the rational: what are all the possible negotiation variables? Which ones have priority? What are our desirable, probable and essential outcomes and how do we use them appropriately?
  • The "walk away" point: what is our walk-away-point? What are the consequenses of saying "yes I will walk away" and saying "no I won't"?
  • Tactics and techniques: how can we use the various negotiation tactics and techniques to good effect? How can we counter them when they are used against us?
  • The behavioural scale- nanaging the emotional: why is behaviour so important in negotiation? How do we identify the negotiation behaviours of others and how should we react?
  • The golden rules of negotiation: what are the 14 golden rules of negotiation?
17.30 End of Seminar & Networking Drinks




Forty2 was founded by Nick Anderson and Nic Fallan who between them have over 36 years experience in the business development industry.

In recent years clients such as Manpower plc, Elan Computing, Osram, Siemens, Metal Bulletin, The Thomson Corporation and the WPP Group have benefited from the founding directors extensive expertise in a broad range of performance improvement and cultural change projects.

Nic Fallan
Director, Forty2

Nic has over 17 years experience in sales and business management. Prior to creating Forty2, he worked with various specialist performance improvement consultancies throught which he worked with companies such as Shell, BP, Mobile and National Power helping them to maximise their staff performance.

Nick Anderson
Director, Forty2

Nick has considerable experience in both management and sales within the service sector, as well as training. He has held senior management positions at various organisations including The Cambridge Business College, where his responsibilities included design, delivery and sales training programmes.

For more information, visit the website on www.4ty2.co.uk or download the company brochure here.



Contract Negotiation Seminar
28 Portland Place, London W1, Thur 2nd February 2006

Due to the overwheleming interest in the Contract Negotiation Breakout Session at the IPLC in May 2005, PI: Conferences ran a seminar on this topic. The seminar was held on Thursday 2nd February in London.

Contract Negotiation Seminar, February 2006 - Closure Report

Please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.




Contract Negotiation Seminar, February 2006

2nd February 2006
28 Portland Place, London W1

Due to the overwheleming interest in the Contract Negotiation Breakout Session at the IPLC in May 2005, PI: Conferences will be running a seminar on this topic. The seminar will be held on the Thursday 2nd February in London (see Venue Details).

Who should attend?

This conference targets all professional skill sets. It is a course for people who wish to improve their contract negotiation techniques.

Why should you attend?

Successful negotiation improves profits, enhances business performance and builds healthy relationship. It also wins the respect of others inside and outside of your organisation.

The need to negotiate, both internally and externally, is a fundamental part of business. Without the skills focused on during this seminar, there is a risk of being out-manoeuvred, overcharged or simply just not getting the best deal.

To view the full details of the Contract Negotiation seminar, go to "Programme".

For further information please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.




12.00 Buffet Lunch

13.00 Start of Contract Negotiation Seminar
Trainer: TBC


The seminar explored:
  • The unexplored value of negotiation - Why do people say "If you do one thing really well in business, make sure you can negotiate effectively?"
  • Different types of negotiation (internal and external) - What's the difference between negotiating internally and externally?
  • The inner game of negotiating - What are the psychological factors which can influence someone`s ability to negotiate effectively? How do you develop the mental agility & emotional strength of the top negotiators?
  • Strengths & weaknesses - How do I begin to identify my strengths and weaknesses in a negotiation, as well as those of the other party?
  • Fail to plan, plan to fail! - How to get prepared for a negotiation in under 15 minutes.
  • Bundling - How do I build flexibility into my negotiating plans?
  • Trading - What do I have to trade with? Do I ever give away something valuable for nothing? What is a fair trade? What is the perfect trade?
  • Time poor? - How to employ your negotiating skills to create more time for yourself and reduce the pressures of work?
  • The negotiating habits of salespeople - What tactics do salespeople employ? How to test if you are negotiating with a "pro or a push-over!"
  • Creating a win-win situation - How do I get what I want and allow the other party to get what they want?
17.30 End of Seminar & Networking Drinks




Neil Massa
Director, The Talent Stream

If people build companies, who builds people?

For over 18 years Neil Massa has been working in a business development environment. During this time he has recognised that if a business wants to thrive it needs high quality training for its people, which can deliver measurable results in a short space of time.

In response to this Neil created the Talent Stream, an organisation dedicated to helping people improve their sales performance.

Neil has an engaging way of sharing his experience in sales, sales management and sales training with his audience. He is in constant demand as a coach, trainer and consultant, to demonstrate and explain how you can improve your sales results in a way that feels right for you (and your business).

His fresh approach turns selling inside out and provides a framework for producing better results in an instant. Neil does not ask you to employ any tricks or manipulative techniques in his training, instead you will be given insights into how to employ and develop your natural talents in a more confident, skilful way to achieve the results you really want.

If you want simple, practical ideas which can be applied with confidence and ease, Neil`s programmes will be just right for you.

For more information, visit Neil's website on www.thetalentstream.com.



IPLC 2005
Four Seasons Hotel, Hampshire, 10th and 11th May 2005

Due to the success of PI: Conferences's inaugural conference, held at The Grove Hotel in Hertfordshire in June 2004, PI: Conferences held it's second IPLC on the 10th and 11th May, at the Four Seasons Hotel, Hampshire.

The Perfect Information Conference 2005 - Closure Report

Here are some of the delegate comments:

Nick Collison, Business Solutions Manager, Swets Information Services
"The PI Conference for the 2nd year running proved yet again to be at the forefront of industry topics and excelling in both communication and sharing knowledge. This is one conference which I will sign up and recommend to others whether from the vendor or user community"

Craig Moran, Manager, Robson Rhodes
"Again, a fabulous conference as ever! A useful event and fun!"

Judith Hamilton, Information Centre Officer, Rabobank
"It's a great opportunity to discuss practical issues/problems and network with other industry professionals. A good programme and a good mix of attendees"

Robin Hall, Linklaters
"A great event with a rounded and stimulating set of speakers"

Morag Smith, Linklaters
"Good venue, content and people"

Conference Details

PI: Conferences's second conference, the Information Professional Learning Conference (IPLC), was held on the 9th (optional night), 10th and 11th May at the Four Seasons Hotel, Hampshire.

This event could not have achieved its goals without the help of our following sponsors: LexisNexis, Alacra, RM Online, Complinet, Equifax, Factiva, Experian, Intelligent Resources, OneSource, Caudwell Communications, Runtime Collective and ICC.

Conference Success Rating

The conference was a huge success and gauging from feedback received, the second IPLC has proven as popular if not more than last year. This was mostly due to the fantastic venue, better quality of speakers and facilitators, better organisation and the increased opportunities to network because of the optional pre-conference night.

The success of any event can be judged on repeat business and as such over 80% of our guests have returned from last year. Most guests from 2005 have also said they will attend the IPLC 2006. On the whole, the feedback was very positive.

Feedback highlights

Almost all feedback forms revealed that the main attractions of the IPLC were the agenda, the speakers, the networking opportunities and good recommendations from colleagues. Most speakers were given a high evaluation, ranging between 3 and 5 (3=Good; 5=Excellent, 1 being the poorest ranking). The most popular presentation was the Panel Discussion on Pricing Transparency: attendees enjoyed both the format and the debate. The least favourite presentor was the after dinner speaker due to his morals.

Breakout Sessions

Feedback from the breakout sessions was generally very positive. They felt the sessions were better structured this year and the added 15 minutes made a difference. Delegates who had attended last year's conference felt that the quality of facilitators was much better this year and that they had been better briefed. The most popular breakout sessions were "competitive intelligence" and "contract negotiation".

Conference logistics
  • The hotel received very high ratings for the service, the venue itself and the location. Nearly all clients who attended both conferences preferred the venue this year.
  • The booking/administration, the overall conference, the organisation and the programme content received on the whole a "4=very good " ranking.
  • The papers/documentations provided obtained a "very good" ranking, showing an improvement to last year's ranking.
Pre optional night

Most clients who attended the optional pre conference evening thought it was a fantastic way to network with delegates and have asked for the same structure next year. Some suggestions for improvements to this first evening include having a pre-conference keynote speaker and/or breakout sessions.

Gala Dinner

The evening dinner received a very warm welcome from the delegates, who enjoyed the more informal approach and found it a great opportunity to network and catch up with old friends. Many commented that this event brought all the delegates on a level with each other, so they felt they could converse openly and gain further value from this more personal interaction.

Networking games

These proved to be fun and a nice way to enjoy the hotel grounds, but many clients thought it would have been best to host these on the first day of the conference, in order to get to know people at the very begining of the conference.

Future conferences
  • Nearly all comments revealed that they would recommend their company attends next time and that they were satisfied with their experience of the IPLC.
  • Nearly all delegates said the month of May was a good time to host the conference. We are therefore looking at venues for the same dates next year.



The Perfect Information Conference 2005

Monday 9th May 2005 (optional evening), Tuesday 10th May 2005 (start of the conference) & Wednesday 11th May 2005.
Four Seasons Hotel, Hampshire (just 50 min from London Waterloo)

"Understanding Future Threats, Challenges and Opportunities Facing the Organisation and the Information Professional."

Due to the success of PI: Conferences's inaugural conference, held at The Grove Hotel in Hertfordshire in June 2004, PI: Conferences will be holding it's second IPLC on the 10th and 11th May (optional night on the 9th), at the Four Seasons Hotel, Hampshire.

The IPLC 2005 will address future threats, challenges and opportunities facing the organisation and the Information Professional. Trends and developments including the introduction of the Freedom of Information Act, pricing transparency, outsourcing, e-copyright issues and pressure to cut costs all present significant challenges both to the organisation as a whole and to the Information Professional. How do you plan to survive?

As an Information Professional you need to ensure you are able to develop flexible responses to these new challenges, and demonstrate that the information department is delivering value to the business. The Information Professional Learning Conference' is a proven forum for learning about new approaches and ideas and for the development of essential business survival skills. Our top ranking speakers and facilitators will help you develop innovative solutions for the information function and provide advice and guidance on common issues and problems facing IP's.

Speakers included this year are:
  • Gwenda Sippings (Director of Information Resources, Inland Revenue)
  • Mark Jewell (Director, BIS, Lehman Brothers)
  • Graham Whitehead (BT Exact's Principle Consultant)
  • Chris West (MD, Competitive Intelligent Services)
  • Jonathan Cummings (Marketing Director, Institute of Directors)
  • Sheila Corrall (Prof.of Librarianship, University of Sheffield)
  • Peter Clarke (Global Head of Information Services, Mercer Oliver Wyman)
  • Dr Saad Eskander (Director, Iraq National Library and Archive)
  • Robert Hanlon (Partner, Alston & Bird LLP, USA)
In two days you will learn critical topics such as:
  • FREEDOM OF INFORMATION
  • STRIKING A FAIR COMMERCIAL BALANCE BETWEEN VENDOR AND INFORMATION PROFESSIONALS REQUIREMENTS
  • MONEY LAUNDERING
  • BUSINESS CONTINUITY PLANNING
  • COMPETITIVE INTELLIGENCE
  • OUTSOURCING
  • E-COPYRIGHT
  • CAREER DEVELOPMENT
  • PERSONAL AND DEPARTMENTAL MARKETING
Who should go?
Senior Information Professionals, KM, Librarians, Directors, Market Data Specialists, PSLs, Procurement Officers, IT content managers in Investment Banking, Legal, Consultancy, Audit, Fund Management and Public Sector. Financial PR and Head of Marketing are also recommended to attend.

If you have any questions on the IPLC, please contact Roberta De Gregorio, Tel: +44 (0) 207 892 4234, Email robertag@perfectinfo.com.




Humberto Aguilar
Former convicted Money Launderer

Former lawyer in Miami who hid from the law and served seven years in U.S. prison for laundering clients' drug money globally

Humberto J. Aguilar graduated from the Univ. of Florida in 1978 and practiced law (criminal defence of major narcotics cases) in courts in the State of Florida and Federal District Courts in New York, Florida, New Jersey and other major jurisdictions. In the 1980's he represented major narcotic smuggling organizations and created a network for laundering millions of dollars in proceeds from criminal activities. After being indicted by the Federal Government in 1990, he was charged in an indictment alleging violations of numerous Federal Laws dealing with Conspiracy to defraud the Internal Revenue Service, Drug Importation, Money Laundering and conspiracy to travel to numerous destinations to violate the law. After posting a personal appearance bond of several million dollars he fled to Europe. Arrested in Spain and extradited to the U.S. he was sentenced to 15 years and served seven years in a Federal penitentiary until 2000.

Mr. Aguilar is now a dedicated AML consultant in Miami and lectures throughout the world on the issue of compliance and collateral matters to prevent the continuing introduction of "dirty capital" into the mainstream of the financial network. He has lectured for Global Money Alert in Panama, Puerto Rico and Miami Beach, as well as for numerous other firms in Europe, Asia, South America and in the United States. His lectures cover the issues of "KYC" and his extensive background is both direct and insightful as to the vulnerability of the financial sector to the MONEY LAUNDERER.

He now resides in South Florida where he is raising his children as a single parent and writes for several publications as well as appearing at numerous law schools because of the continued demand for his tremendous background as an attorney. Humberto is currently working on his autobiography...."Everyone Gets a Rolex" which details many of the adventurous exploits of this attorney turned criminal turned good guy again.



Peter Clarke
Global Head of Information Services, Mercer Oliver Wyman

Peter Clarke began his career in the Treasury and Cabinet Office library in Whitehall. After setting up an information unit for Ernst & Whinney Management Consultants in 1986, he moved to PJB, the business pharmaceutical information provider in Richmond. He joined Oliver, Wyman & Company in 1990 which subsequently became Mercer Oliver Wyman after being acquired by the Mercer consulting group in 2003.

Mercer Oliver Wyman is a leader in financial services strategy and risk management consulting. The firm has 700 staff working out of 27 offices in 13 countries throughout North America, Europe and Asia Pacific.

In 2000, he became in charge of the Global Information Services team with staff in London, New York, Frankfurt, Munich and Paris - which now numbers 23. The Information Services Department supports the business offering research in the financial services sector and knowledge management capabilities.



Sheila Corrall
Professor of Librarianship and Information Management at the University of Sheffield

Sheila Corrall is Professor of Librarianship & Information Management at the University of Sheffield.

Her qualifications include a Diploma in Librarianship, MBA and MSc in Information Systems. She is a Fellow of the Chartered Institute of Library and Information Professionals (CILIP) and of the Chartered Management Institute. Her career spans 25 years as a practising information professional, working in public, special, national and academic libraries as an information specialist, library manager and strategic director, in addition to consultancy assignments in the UK and overseas.

In her current role, her teaching activities cover academic and special libraries, information resources and services, the management of information organisations and human resource management, including staff development and workplace learning. Her research interests include information strategies, organisational structures, the changing roles of library and information professionals and leadership development.

Sheila has served on the committees and working groups of many national bodies. She was founding chair of the Information Services National Training Organisation and convenor of its Knowledge Management Group. In 2002-03 she was the first President of CILIP and in 2003 she received the International Information Industry Lifetime Achievement Award for her contribution to the information profession. Her publications include The New Professional's Handbook (LA Publishing, 1999, with Antony Brewerton) and Strategic Management of Information Services (Aslib, 2001).



Chris Collins
Business Solution Consultant, Factiva Consulting Services

Chris Collins has been a Senior Information Solutions Architect and European team leader in Factiva Consulting Information Strategy Practice responsible for designing Business Change Solutions around Information and Technology for over 3 years.

With 12 years experience in designing, managing and rolling out IT based solutions and with a previous background in managing Sales, Marketing and PR around IT Services, Chris acts as adviser to key business and IT leaders on information based solutions such as Reputation Management, Text Mining and Risk Management.

Using tools such as Strategic Assessments, Audits and Information Needs Assessments his team delivers sustainable value through improved Information Strategies and IT enabled process improvement. Previous companies include an IT development outsourcing dotcom, Pagoda Strategic Consulting and Oracle.



Dermot Corrigan
Corporate Sales Director, LexisNexis Butterworths

As Corporate Sales Director, Dermot is responsible for the 40-strong Corporate sales teams at LexisNexis. He is the project lead on LexisNexis's risk initiatives and is a key member of the strategic planning team.

Prior to this he spent two years at PR Newswire, the news distribution and investor relations arm of United Business Media where he was Sales and Marketing Director, EMEA and responsible for upwards of 70 staff across 6 countries. Before this he spent nine years with Frost & Sullivan, the market analysis and consulting firm where he ran the European sales operation for three years till 1999. This followed a two-year stint as Senior Marketing Consultant in Frost & Sullivan's healthcare practice. Prior to that he spent four years in international sales.

Dermot is married with one son and lives in North London.



Jonathan Cummings
Marketing Director, Institute of Directors (IoD)

As Marketing Director, Jonathan is responsible for marketing strategy and delivery across the IoDs diverse range of activities, from catering to publishing and from business information and advice to director-level training. He also has responsibility for all IoD events, conferences and forums along with the business information and advisory services provided for members of the organisation. A key theme for Jonathan is the IoD's continuing drive to communicate to the IoD's 55 000 members the benefits and threats presented by the adoption of new-technologies for sustainable business practice.

Jonathan currently sits on the IT Strategy Forum and has represented the IoD on various advisory boards and collaborative bodies. He presents regularly on e-business and marketing issues that affect businesses of all sizes.

Jonathan joined the IoD in April 1997 as Membership Marketing Manager and moved across to head up the IoD's e-Business and eMarketing activities in 2000. He took up his current role in February 2004.

Jonathan's background is in business travel and financial services at Citibank Diners Club Europe.



Angus Davidson
International Sales Manager, Bureau van Dijk

Angus graduated in 1991 with a BA (Hons) in Business Administration & Banking from the City of London Polytechnic. He worked for Jardine Fleming in Hong Kong as an investment banker before joining BvDEP's fledgling UK sales team in 1992.

In 1994 he was appointed UK sales manager with responsibility for the sales budget and running of the UK office. In 1997 he was given an international remit to oversee the sales marketing and activities within BvDEP's more recently established offices out of Europe (Asia and U.S.). He currently assists the CEO in various aspects of sales and business strategy as well as having direct responsibility for BvDEP's offices outside continental Europe. He also plays a fundamental role in product advancement involving establishing and developing relationships with information providers.



Mark Dunn
Business Consultant, Specialist Applications, LexisNexis Butterworths

Business Consultant, Specialist Applications, LexisNexis Butterworths

As Business Consultant, Specialist Applications, Mark is responsible for providing market intelligence and customer insight into the LexisNexis product development process for the global platform and UK led initiatives.

After completing his Information Studies degree, Mark joined FT Information in 1989 and worked within the customer support team. After projects to develop distributor and direct office relationships in Asia and Scandinavia, Mark moved into a Product Specialist role working with key accounts.

Following the acquisition of FT Profile by LexisNexis in 2000, Mark became a Senior Business Applications Consultant supporting global accounts in banking & insurance and developing tailored products for the financial services sector. More recently Mark has driven an initiative to provide due diligence tools for regulatory compliance.



Professor Peter Enser
Head of Research, School of Computing, Mathematical and Information Sciences

Professor Peter Enser is Professor of Information Science in the University of Brighton and Head of Research in the university's School of Computing, Mathematical and Information Sciences.

He has extensive teaching and management experience in Higher Education, together with long standing research interests in visual image retrieval and asset management. His publications and conference presentations have addressed international communities in library & information science, computer science and cultural heritage, and he has directed a number of externally-funded research projects in this field. He is one of the founders of the international Challenge of Image and Video Retrieval series of conferences, and a founder member of the UK Multimedia Knowledge Management Network.

Among his recent professional roles are those of President of the Institute of Information Scientists, and Chair of the Institute's Council; member of the Library & Information Science Peer Review Panel of the Arts & Humanities Research Board; and member of the U.K. Higher Education Quality Assurance Agency's subject benchmarking group for Librarianship and Information Management. He is currently Chair of the Accreditation Board of the Chartered Institute of Library & Information Professionals (CILIP), and has recently been appointed to the Arts & Humanities Research Board's Peer Review College. He is also a member of a number of editorial and advisory panels.

Peter Enser holds degrees from Manchester, Brunel and Sheffield Universities, including a PhD in information science from the latter. He is a Fellow and Honorary Fellow of CILIP, and a Member and Chartered Information Technology Professional of the British Computer Society.



Charlie Errock
Associate Partner, Brunswick Group Ltd

No more info available.



Dr Saad Eskander
Director General, Iraq National Library and Archive

Dr. Saad Eskander has been the Director General of Iraq National Library & Archive (INLA), since December 2003. He has responsibility for rebuilding and modernizing INLA, which was burnt and looted immediately after the collapse of the Saddam Regime (9 April 2003). Prior to being at INLA, he worked as a university lecturer and a researcher from 1997 to 2003. Prior to that, he worked as a journalist.

Dr. Eskander obtained his AM and PhD in International History from London School of Economics and Political Science (1995-1999). He published several books and articles on National Self-Determination, Kurdish history, Federalism and British Policy in the Middle East.

In additional to Arabic and Kurdish, he speaks English and Persian.



Jessica Frankel
Director, Global Head of Library and Information Services at Credit Suisse First Boston

Jessica Frankel is a Director and the Global Head of Libraries and Information Services at Credit Suisse First Boston. She also oversees the firm's US Prospectus Department.

She has spent the last 25 years in research related positions, almost exclusively in financial services, including Paine Webber, Booz-Allen and Hamilton and Shearson Lehman Hutton. Her past experience includes creating a corporate finance library for E.F. Hutton and ten years as the creator and head of Library Services for James D. Wolfensohn, Inc., a mergers and acquisitions boutique. She spent those years personally providing research to Jim Wolfensohn (now President of the World Bank) and Paul Volcker, former chair of the Federal Reserve.

She recently spoke at Factiva's annual conference on the topic of "Aligning Business Drivers with IT". She has spoken at two national Special Libraries Association conferences: "Managing the Client/Vendor Relationship" (June 1999, Minneapolis) and, as part of a panel on "Autonomy, Respect, Power: How to Get More in Your Organization." (June 1995, Montreal, Canada).

Jessica holds a Master of Science degree from Columbia University, School of Library Service. She holds a Bachelor of Arts degree in Secondary Education from the State University of New York, College at Oneonta.



Robert Hanlon
Partner, Alston & Bird LLP, USA

Robert E. Hanlon, a partner in the New York office of the law firm, Alston & Bird LLP, specializes in intellectual property with a concentration in trademark, copyright and internet-related matters. His practice includes counseling and prosecuting trademark and copyright interests and litigating patent, trademark, copyright and trade secret infringement, licensing, breach of contract, antitrust and franchise issues. He also is actively involved in the full range of intellectual property issues that arise in transactions, such as asset acquisitions and transfers, the preparation of confidentiality agreements, assignments, licenses and due diligence projects.

Bob has represented international clients in the computer, electronic, luxury goods, sporting goods, cosmetic, pharmaceutical and industrial manufacturing fields, clothing store chains, book and software publishers, internet service providers, media measurement and telecommunications companies, sports sponsorship associations, authors and motion picture distributors, and gem grading laboratories, among others, in monitoring, licensing and defending their rights to various trademarks, copyrights, domain names and other intellectual property interests. He has represented clients in negotiations concerning book, magazine, television, motion picture and music rights, and in litigations concerning a broad spectrum of these interests. Mr. Hanlon has also negotiated numerous settlements of disputes concerning intellectual property contracts, licensing and infringement.Among Bob's recent publications are "Registration of Non-traditional Trademarks," "IP Wars in Cyberspace" (in English and Japanese), "Copyright Considerations for Online Financial Services - An Introduction," and "The Virtual Patent Tutorial." Bob is a frequent lecturer at professional and trade organizations including the International Trademark Association (INTA), Practicing Law Institute (PLI), The Institute for Intellectual Property – Japan (IIP), CIO Roundtable (Fordham Univ.), and the International Association of Contract and Commercial Managers (IACCM).

Bob received his JD, magna cum laude from Brooklyn Law School in 1990. He has a Master of Science degree in counseling from the College of Staten Island and a Bachelor of Arts in Psychology from Long Island University. He is admitted to practice in the States of New York and New Jersey, the United States District Courts for the Southern District of New York, the Eastern District of New York, the District of New Jersey and the District of Arizona, the Court of Appeals for the Second Circuit, and the United States Supreme Court.



Neil Infield
Manager Business Information Services, Hermes Pension Ltd

Neil is the Manager of Business Information Services (BIS) at Hermes Pensions Management Ltd. the principal fund manager for the British Telecom and Post Office pensions schemes.

In the ten years he has been at Hermes Neil has developed BIS far beyond traditional library services.

He is responsible for the provision of Market Data Services to the organisation to support the fund managers. These include such well-known products such as Reuters screens and Bloomberg terminals as well as more obscure ones such as Barra and IBES. Neil introduced a staff newsletter initially; written, typed, designed and printed by himself. This led to an interest in desk-top publishing and design, and finally to an additional post within the department for a professional designer to produce presentations, brochures and web sites for the company.

He took the initiative in developing web activities within Hermes and was responsible for developing the company web site and intranet. The intranet was built almost without any technical or programming input using a combination of FrontPage and a team of enthusiastic volunteer webmasters across the company.

He has been actively involved in SLA Europe for many years, creating their website (www.sla-europe.org) and editing their Newsletter, and recently completed a year as President. In December 2003 he was awarded Information World Review – Information Professional of the Year. He is an occasional columnist for Information World Review, and was a member of the advisory committee for Online Information 2004.

In the few hours of spare time that his commuting and two children allow, Neil enjoys the odd game of tennis, and has started playing football again with a bunch of other 'oldies' after a gap of nearly 25 years.



Mark Jewell
Director, Business Information Services, Lehman Brothers

Mark Jewell is Director of Business Information Services for Europe and Asia, for the global investment bank, Lehman Brothers. He is also responsible for overseeing the firm's European records management function and due diligence research on new clients. He has spent a number of years managing the firm's non-real time data expense and vendor contracts, as well as being responsible for the development of internal research and information services. More recent activity has focused on establishing an offshore data retrieval operation in India.

He was formerly European Research Services Manager for Booz Allen & Hamilton and previous to that held posts in a number of academic libraries, including that of Librarian of Cranfield University School of Management.



Clive Lewis
MD, Illumine training

Clive is a co-founder and Managing Director of illumine ltd, one of the UK's premier training companies specialising in creative thinking, overcoming information overload and personal effectiveness. He is licensed by Tony Buzan, the originator of Mind Mapping and has used the technique himself for over 20 years. He is highly experienced in using and teaching a range of thinking and learning tools, including speed reading, memory and creativity. He is one of the world's leading experts on Mind Mapping and has has worked with a range of major companies, public sector and government departments, including; AXA, BP, Standard Life, GlaxoSmithKline, MOD, NHS, Roche, Royal Air Force, BAe Sytems, Bank of England, Learning and Skills Councils, Inland Revenue and many others.

Clive draws heavily on his experience as a senior line manager and consultant. He qualified as a Management Accountant in 1984, worked up to Finance Director level in the computer industry before joining Coopers & Lybrand as a Senior Management Consultant. He spent nearly eight years with C&L including the last three years heading up the 'Financial Management and Business Appraisal' section of their 'Middle Market' (SME) division. He was one of the founders of illumine training (www.illumine.co.uk) in 1996: Introduction to Mind Mapping

Mind Mapping was developed by Tony Buzan, one of the world's leading authorities on the brain and how to make the most of it. Mind Maps are widely acknowledged as one of the world's most effective and versatile techniques for thinking and learning.



Angela Marshall
Founder of Appearance Management

Angela is one of the UK'S most experienced image consultants and her business, Appearance Management, celebrates its 10th anniversary in 2005. Appearance Management is aimed at both the personal and corporate markets and provides assistance and guidance to a wide variety of clients, both male and female, ranging from those recently unemployed to senior executives.

Angela speaks at seminars, sales conferences, networking events and, through Appearance Management, runs individually tailored workshops for a wide variety of companies. Angela also works with media training companies and has appeared on Sky News, Radio 5 Live and various other radio stations. She is also a member of the Professional Speakers Association.

Her previous career was with Lloyds Bank where she held various positions as a Manager including Training & Development and Area Personnel Manager.

Although Angela is based in Woking, Surrey, she has undertaken work with internationally based clients.



Emma McKenzie
Priority User Service Manager, Harwell Drying

Emma McKenzie is a Director and the Priority User Service Manager of Harwell Drying and Restoration Services, the leading service provider of specialist salvage for paper in the UK and Ireland.

She has spent the last five years developing HDRS' Priority User Service, used by over 600 local authorities and businesses providing a dedicated, specialist response to document or book damage, thus minimising costs and disruption to business continuity. The membership has doubled since 2000 and the range of services has been extended to include environmental consultancy, specialist logistical support and conservation.

Emma also composes and reviews contingency and disaster plans for clients to advise them on their likely efficacy and to recommend improvements. In-house training in disaster recovery techniques is also regularly provided for libraries, information services and archives, and well-attended courses in disaster plan composition are regularly held.

Emma holds a Masters degree in Classics from Oxford University and is an accredited Disaster Recovery Technician of the British Damage Management Association.



Adrian Payne
Professor of Services & Relationship Marketing, Director

Professor Adrian Payne is Academic Leader of the Marketing Group and Director for the Centre for CRM at the Cranfield School of Management at Cranfield University. He is also a Director of CRM Strategies Ltd.

He works internationally as an educator and consultant in Customer Management and marketing strategy and he has worked with many IT companies, financial services organisations, manufacturing firms, professional service companies and government departments.

He is author of ten books on CRM, Relationship Marketing and Marketing Strategy. He specialises in keynote addresses, workshops and executive programmes in Marketing Strategy, Marketing Planning, CRM and Internal Marketing.



Ian Rodwell
Head of Corporate Information Unit, Linklaters

Ian Rodwell, Dip Lib, MBA, is an Information Manager at global law firm Linklaters' London office. He is part of the central management team responsible for knowledge and information policy and also runs an Information Unit providing research and analysis services to 260 lawyers and business development practitioners in the firm's corporate practice. He is concerned with techniques and processes for facilitating knowledge creation and sharing, the exploitation of business information to generate real value and developing research literacy skills for lawyers.

Ian has extensive experience of recruitment, training and performance coaching. A primary concern is ensuring that information officers have the skills and competencies that will enable them to develop new and more stimulating roles in a shifting and increasingly more complex environment. As part of this he has worked with City University to instigate regular visits that provide information students with an insight into the demands and opportunities within a global law firm. Over the past year, he has also encouraged visits from the British Council and welcomed students from the Hogeschool van Amsterdam and the University of Uppsala.

Ian joined Linklaters in 1992, originally working in their Real Estate Department where he helped set-up the group's first knowhow system. Earlier roles included work in the Business Information Service at the Institute of Directors and the libraries at Imperial College.



Richard Russell
Head of Business Solutions, Complinet

Richard is a qualified teacher who exchanged the world of chalk and talk for the calmer waters of publishing. In 1995 he joined Butterworths Publishers and worked in various roles but was instrumental in the move to online delivery of content and headed a team responsible for the development of bespoke solutions tailored to specific customer needs integrating content with many and varied technologies to optimise access to premium content. As Head of Large Law at LexisNexis Butterworths, Richard was responsible for developing the services that powered the information needs of the largest legal firms.

In 2004, Richard moved to Complinet as Head of Business Solutions where he is responsible for a business division delivering publishing and client screening solutions to the financial services industry. His knowledge of technology, publishing and premium customer service have helped ensure Complinet's reputation in the market for quality services tailored to specific market sector requirements.



Peter Sefton-Williams
Managing Director, Examiner Consulting Ltd

Peter worked for almost 20 yeas at Reuters with management responsibility for a range of real-time and historical information services including the Reuters Energy Services, Textline and Reuters Business Briefing. In 2003 he left Reuters to found Examiner Consulting Ltd, a consultancy which analyses the products available to corporate information professionals.

In 1998 he was invited by the government of the United Kingdom to examine the impact of the Internet on the UK's publishing sector. His research was subsequently published in a report entitled: 'Electronic Content for an Information Age'.

In 1999 he was part of the team that negotiated the merger of Reuters Business Briefing and Dow Jones Interactive. He was appointed Factiva's first global Director of Business Development with responsibility for new business initiatives. In 2004 he researched and published the Examiner Guide to news and financial information aggregation products and services.

He is a member of the Special Libraries Association and the City Information Group. His professional training was in journalism and he spent time as Reuter's international Energy Correspondent.



Gregory Simidian
Managing Director, Perfect Information

Greg Simidian is the Managing Director of Perfect Information. Having spent three successful years as Sales Director at Perfect Information, Greg was promoted to the MD position in 2002.

During his time as Sales Director at Perfect Information, Greg pushed through a succession of global deals with leading financial organisations in the banking, broking and legal sectors. During his tenure as Managing Director, Greg has taken Perfect Information from a UK-based company to a global information provider. The company has seen a significant growth in revenue and has a global customer base, including the top 100 investment banks and law firms.

Before joining Perfect Information, Greg was the European Sales Manager at Dow Jones for two years. He was responsible for maintaining and building relationships and revenue levels with information professionals and for the delivery of web-based, enterprise-wide business news and research solutions.

Greg has been in the online industry for 12 years and in sales for 15 years, holding positions at LexisNexis and ICC Information Group amongst others.



Gwenda Sippings
Director of Information Resources, Inland Revenue

Gwenda Sippings, M.Lib, FCLIP, FRSA, is the first Director of Information Resources at the Inland Revenue. Her responsibilities since September 2002 have involved setting the strategic direction for the Department to follow for its data, information and knowledge management activities, and establishing a team to take the lead in implementing the work and policy formation emanating from this. She is concerned with knowledge management, data and information management, records management and compliance with the legal and regulatory environment for information matters, delivery of information to the desktop, and information and Information technology literacy skills. Her primary focus is currently on internal systems and processes, but as these develop the benefits will be realised for the Department's many and various customers too. A recent development has been the opportunity created by the scheduled integration with HM Customs and Excise to review data, information and knowledge management with new colleagues for a wider user base.

Gwenda was formerly Head of Information at global law firm Clifford Chance's London office, where she was instrumental in helping the firm's transformation into a practice-focused information gathering organisation. She also played a major part in developing its first online knowledge management systems. Earlier roles included work in Information Services at the British Tourist Authority, at Aslib: the Association for Information Management and at BT Prestel. Gwenda started her career in Local Government in Bedford libraries.

She is a qualified Information Professional, taking an active interest in professional issues, and with experience of managing knowledge and information management solutions in a variety of sectors.



Professor Derek Stephens
Chair of Teaching and Learning Committee, Department of Information Science, Loughborough University

Chair of Teaching and Learning Committee, Department of Information Science, Loughborough University

Derek Stephens is a lecturer at Loughborough University's Department of Information Science and teaches competitive intelligence, strategic planning and marketing and marketing for information professionals to both undergraduate and postgraduate students.

He has been the Chair of the Northern Chapter of SCIP and is currently involved in supervising research into competitive intelligence software. He obtained his PhD in the use of computer assisted assessment of library and information studies students in 2002 and has been an editor and conference reviewer for several CAA conferences held at Loughborough University since 1997. Appointed advisor (2003) on the LTSN-ICS QUILS project creating banks of questions for information science discipline.

Currently he is also the Project Director for a HEFCE funded 2-year project on skills-based learning and teaching materials to enhance employability for librarianship and information management commencing January 2005. Prior to a career in academia he was a manager with a Fortune 500 company in Canada working in oil and gas exploration, executive director of the Atlantic Publishing Association and executive assistant on a publicly funded project to create employment opportunities.



Gerrard Tracey
Deputy Information Commissioner, Office of Infomation Commissioner

Deputy Information Commissioner, Office of Infomation Commissioner

Gerrard Tracey is the new Assistant Commissioner with responsibility for the Freedom of Information, Promotion and Development team. The team is responsible for promoting the Information Commissioner's Office, the Freedom of Information Act 2000 and good practice and will look do this through liaison, meetings, speaking engagements etc. The team is also responsible for reviewing and revising existing awareness guidance and policies and drafting new guidance and policies (though not necessarily all) for organisations, businesses and the public. It is intended that this will include sector specific guidance and part of the team's role will be to consult with appropriate authorities when formulating such guidance/policy.

Previously, Gerrard was Head of Information and Compliance at the Charity Commission the organisation responsible for supporting and regulating registered charities in England and Wales of which there are over 180,000. The role involved overall responsibility for the Commission's Evaluation, Compliance, Monitoring and Intelligence teams that operated from the Commission's offices across the country. Gerrard was called to the Bar at Gray's Inn in 1997.



Chris West
MD, Competitive Intelligence Services (CIS)

Chris West is Managing Director and one of the founders of Competitive Intelligence Services. He has previously worked for Shell International, Eurofinance, a financial and economic consultancy based in Paris, Industrial Market Research Ltd, Business Marketing Services and Marketing Intelligence Services.

He has also written and lectured extensively on marketing and competitive intelligence. His published works include "Competitive Intelligence", published in September 2001, "Marketing Research" published in February 1999. "Global Jumpstart - The Complete Resource to Expanding Small and Midsize Businesses" published in the US in December 1998, "Marketing on a Small Budget" and "Inflation - A Guide to Management Survival" published the 1980's. He has also had articles published in the Harvard Business Review ("The Marketing of Unmentionables") and the Business Strategy Review ("Permissive Marketing").

Chris West is a Full Member of the Market Research Society and a member of the Society of Competitive Intelligence Professionals.



Graham Whitehead
BT Exact's Principal Consultant

Graham Whitehead has worked for the GPO, PO Telecommunications and BT for over 36 years. He joined the BT Laboratories after graduation and has worked a wide variety of disciplines, such as mechanical connections and structures, optical transmission systems, the packaging and cabling of optical fibres, hydro space engineering. He was production manager of the optical receiver project which designed and manufactured the receivers used in trans-oceanic submarine systems. For the latter he was awarded the Queen's Award for Technology in 1990.

In 1989 he moved to the USA on secondment to Du Pont as the production manager and co-ordinator for the manufacture of the optical amplifiers and tuneable narrow linewidth lasers which were part of product portfolio of BT&D, a joint venture of the two companies.

In 1992 he became BT's Advanced Concepts Manager. Over the last 10 years he has specialised in presenting the work of the BT Labs to both customers and other parts of BT. He delivers more than 300 presentations every year, and has produced a series of video tapes. He also contributes to many journals, newspapers, radio and TV programmes.

In 1999 he became one of BT's Principal Consultants looking at the future of telecomms and IT.





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And the prize for the best photo taken at the IPLC conference goes to Sarah Fahy (Allen & Overy) and Julie Owen (Commerzbank). They will receive a bottle of champagne courtesy of aRMadillo...

Best Photo



IPLC 2004
The Grove, Hertfordshire, 29th and 30th June 2004

The purpose of the conference was to provide a learning forum for Information professionals within the UK legal, banking and consulting sectors. Top quality speakers and facilitators provided new approaches and ideas on how to manage the information function to deliver better value to the business. Some of the speakers we had on board were Microsoft, IBM, Morgan Stanley, Baker McKenzie, JP Chase, Lesley Robinson Consulting Services Ltd, AON, Accenture, Alacra, Knowledge Management, Freshminds and more.

The Perfect Information Conference 2004 - Closure Report

Conference Details

PI: Conferences inaugural conference, the Information Professional Learning Conference (IPLC), was held on the 29th and 30th June at The Grove Hotel, Hertfordshire.

The conference was a huge success and gauging from feedback received from the 59 delegates present, it provided a valuable learning forum for information professionals, where high quality speakers and facilitators voiced new approaches and ideas on how to manage the information function for greater productivity.

This event could not have achieved its goals without the help of our following sponsors: LexisNexis, Alacra, FT Corporate Solutions, Euromonitor, Intelligent Resources, Standard & Poor. s, OneSource, ISI Emerging Markets and First People Solutions.

Conference Success Rating

We decided to invite the delegates to provide us with feedback at the end of the conference, so we could assess how useful they thought the event was and to see if there were any changes they wanted to make that perhaps we could incorporate into future events. The 59 delegates came from 47 companies, predominantly from law firms, consultancies and investment banks.

On the whole, the feedback was very positive. Most delegates said they found it useful to have a wide range of industries present, since it increased networking opportunities, provided a wider perspective and also proved that some issues were not limited to one sector only.

Feedback highlights
  • Almost all feedback forms revealed that the main attractions of the IPLC were the agenda, the networking opportunities and the speakers.
  • Most speakers were given a high evaluation, ranging between 3 and 5 (3=Good; 5=Excellent, 1 being the poorest ranking). The most popular speakers were Eva Pascoe and Dave Snowden, due to the content and style of their presentations.
  • The panel discussion on the second day also received a high ranking: attendees enjoyed both the format and the debate.
Breakout Sessions

Feedback from the breakout sessions was generally very positive. In general, most of the delegates enjoyed the structure of the conference, which entailed following up the presentations with more practical and interactive breakout sessions. However, some commented that the breakout sessions could be improved if they lasted longer (1. 5 hours or more). Furthermore, a few believed that the facilitators were not experienced enough to run the session.

Exhibition Suite

The general consensus on the exhibition suite was that it was small and not entirely necessary. However, it was said on a few occasions that the staff on the stands were very professional and gave interesting demos of their products to those who asked for them.

Conference logistics
  • The hotel received very high ratings for the service, the venue itself and the location.
  • The booking/administration, the overall conference, the organisation and the programme content received on the whole a . 4=very good. ranking.
  • The papers/documentations provided obtained a . good. ranking.
Evening Dinner

The evening dinner received a very warm welcome from the delegates, who enjoyed the more informal approach and found it a great opportunity to network and catch up with old friends. Many commented that this event brought all the delegates on a level with each other, so they felt they could converse openly and gain further value from this more personal interaction.

Future conferences
  • From all the feedback forms received, only 1 person said they were . not sure. if they would come back to the IPLC next year, and only 1 person said they were . not entirely. satisfied with their experience at the conference. All other comments revealed that they would recommend their company attends next time and that they were satisfied with their experience of the IPLC.
  • Nearly all delegates said they would like the future IPLC conferences to take place once a year, for 2-3 days, based outside of London, and during the month of May or June.
  • Topics suggested for future conferences include: vendor convergence, content management, risk, managing change whilst maintaining quality, and benchmarking.
Here are some of the comments delegates made at the end of the feedback form:
  • It was a very good conference. Thanks!
  • The mix of the whole group sessions and breakouts was very good.
  • Excellent content and organisation.
  • Fabulous venue and the mix of presentations and breakout sessions on highly topical issues made for a thoroughly useful and enjoyable experience.



The Perfect Information Conference 2004

29th and 30th June 2004
The Grove, Hertfordshire.

The purpose of the conference is to provide a learning forum for Information professionals within the UK legal, banking and consulting sectors. Top quality speakers and facilitators will be providing new approaches and ideas on how to manage the information function to deliver better value to the business. Some of the speakers we have on board are Microsoft, IBM, Morgan Stanley, Baker McKenzie, JP Chase, Lesley Robinson Consulting Services Ltd, AON, Accenture, Alacra, Knowledge Management, Freshminds and more.

This two day conference, aimed at 80 senior Information Professionals, Directors, Librarians, Knowledge Managers, Market Data Specialists, Procurement Offices and IT content managers in Investment Banking, Legal, Consultancy, Audit, Fund Management sectors, will be content rich and highly interactive.

From extensive market feedback, we have designed the IPLC programme, in such a way as to promote a solid learning experience and a truly tangible set of "value added" objectives, directly related to corporate information management.

Breakout sessions with dynamic workshops will provide the ideal environment to brainstorm real concepts and live issues. Also, your team will be expected to actually produce a working document which can be applied and tested in your respective organisations. Furthermore, pre-submission of questions for our panel debate will stimulate discussion and challenge the standard industry thinking.

The Grove provides the perfect environment to relax, concentrate and create. Despite a tight schedule we have made sure that there is scope for you to use the Business Centre, the Spa or even the Golf Course. www.thegrove.co.uk




Dave Snowden
Director, Cynefin Centre, IBM Global Services

Dave Snowden is Director of IBM's Cynefin Centre for Organisational Complexity. He pioneered the use of narrative as a means of knowledge disclosure and cross-cultural understanding. This has resulted in pragmatic techniques the simulation of social networks, Just-in Time Knowledge management, oral history as an alternative to Intellectual Capital Management Systems and the integration of complexity and narrative models into advanced decision support tools for strategy formation, scenario planning, innovation, branding and cultural change/integration.

With others, he is currently working on a major research programme under DARPA funding, looking at both policy formation and operational strategy for asymmetric threat as part of a general programme on anti-terrorism. The Cynefin model which lies at the heart of the approach has been recognised by several commentators as one of the first practical application of complexity theory to management science and builds on earlier pioneering work in Knowledge Management.

Dave Snowden is adjunct Professor of Knowledge Management at the University of Canberra, an honorary fellow in knowledge management at the University of Warwick and MiNE Fellow at the Universita Cattolica Del Sacro Cuore. He teaches on various university programmes throughout the world. He regularly consults at the board level with some of the world's largest companies as well as to Government and NGOs.



Chris Bartlett
Business Productivity Director, Microsoft

Chris Bartlett advises Banking and Financial Services customers of Microsoft UK on utilising technology to enable increased business efficiency. Much of his time at Microsoft has been spent advising and implementing initiatives that reduce process duplication, increasing return on Human Capital and driving organisational productivity. Chris has led consulting engagements with many FTSE 100/Global organisations spanning Retail Banking, Capital Markets and General Insurance.

Chris Bartlett has been at Microsoft for 4 years. Prior to Microsoft, Chris spent five years at the 'Financial Times', initially at the Newspaper followed by three years as part of team building an electronic publishing business around the FT brand. Chris is an Associate member of the 'Work Foundation' and has a degree in Economics and International Relations from Kent University, Canterbury.

Chris is a confident public speaker and has spoken at events run by the Institute of Economic Affairs, the Global SAP Conference 'SAPPHIRE' and 'Siebel World'.



Richard Beveridge
Director, Cynefin Centre, IBM Global Services

Richard has worked in the Information industry since 1993 first as a Research Analyst for Lazard Brothers and Co Investment Bankers, researching cross border merger andacquisitions flotations and then founded an independent information broking service for Perfect Information, selling research services to financial services companies in London, the UK and abroad.

Following this, Richard spent 18 months managing Dialog's UK Client Service department delivering customer training and managing the Helpdesk. A promotion in 1999 led to 3 years as Manager of Learning and Development responsible for sales and support teams and Europe and Asia.

Richard is a Chartered Associate of the Institute of Library and Information Professionals, a former Secretary of London's City Information Group (CIG) and a board member for the Institute of Information Scientists (IIS) and EIRENE (the European Researchers Network). Richard was awarded the UK Library Association's Centenary Medal in 1998 and is a graduate in Library and Information Studies with a BA from the University of Brighton.



Ned Wilsher
Founder of Knowledge-edge, Strategic and Operational Knowledge Management

Founder of Knowledge-edge, Strategic and Operational Knowledge Management

Ned Wilsher founded Knowledge-edge in 2003, consulting in strategic and operational knowledge management. With over 10 years experience in information and knowledge management Ned has worked with top professional service firms such as Andersen, Deloitte and Clifford Chance.

Ned previously worked as a tax consultant specialising in tax structures on acquisitions and disposals having trained in the Inland Revenue. In 1993 Ned became involved in the knowledge agenda, and in was invited to head-up the knowledge group providing a range of leading edge knowledge options and consultancy services to the Andersen UK tax and legal practice. This developed into leading the Europe, Middle East, India and Africa Tax and Legal Knowledge Consulting Group. More recently Ned led a high profile change programme that was an integral part of the new strategic direction of the global firm.

Ned has provided specialist advice on realising the value of knowledge employed in business processes. He has also has extensive practical experience of providing practical copyright advice to lawyers and implementing new procedures to manage risk.



Lesley Robinson
Director, Lesley Robinson Consultancy Services Ltd

Founder of Knowledge-edge, Strategic and Operational Knowledge Management

Lesley Robinson set up her own company in 1999, specialising in advising companies on information and knowledge strategies, integrating information and knowledge into business processes, the development and coaching of information professionals and general information management issues.

She is a qualified information professional and also has an MBA from Cranfield Business School in the UK. Her previous career has been in consultancy and recruitment within the information industry, as well as general management consultancy. She has worked for organisations such as Bain and Company, KPMG, TFPL and FT.com.

Lesley speaks regularly at conferences, runs training courses and writes articles about information and knowledge issues. She is also writing a book about measuring the value of information and knowledge in organisations, to be published later in 2004.



Graham Cornish
Director, Copyright Circle

Graham Cornish has worked in copyright since 1983. He has run literally hundreds of training courses on copyright, and has written nearly many articles and papers on the topic for libraries and archives from many different perspectives. His publications include Copyright: interpreting law for libraries, archives and information services and Understanding copyright in a week.

He spent several years working on electronic copyright management systems for EU funded projects. He is a Fellow of the Chartered Institute of Library & Information Professionals (formerly the Library Association) and was President of the LA in 2000. He now works as an independent advisor and trainer on copyright under the name "Copyright Circle"



Roger Cook
Head of Information, Mayer, Brown, Rowe & Maw

Roger Cook has worked in the law library field for some 12 years, and as head of the library and information services at Mayer, Brown, Rowe & Maw (formerly Mayer, Brown & Platt) for almost the past 9 years. During this time the service has grown from a "one-man-band" to a staff of 5, with the lawyers serviced increasing from 25 to about 350. Clearly, this has had implications for the copyright issues, beyond those associated with the changes in technology and legislation over that time.

Outside of work, he is active in the British & Irish Association of Law Librarians, and for the past 2 years, chaired their Conference Organising Committee.



Pat Dixon
Senior Lecturer, School of Information Studies, University of Northumbria

Senior Lecturer, School of Information Studies, University of Northumbria

Pat Dixon is Principal Lecturer in the School of Informatics, Division of Information and Communication Studies at Northumbria University. Her main research area is in the field of Performance Measurement in Library and Information Services, with particular emphasis on measuring value in terms of the user. She is a member of the editorial board of Performance Measurement and Metrics Journal, and member of the editorial board and organising committee of the Northumbria International Conference on Performance Measurement in LIS since its inception in 1995.



Jonathan Gordon-Till
Information Manager, Aon

Jonathan Gordon-Till has been Information Manager for the UK actuarial consulting division of Aon, the global risk and insurance services organisation, since 1987. His interests include competitive intelligence, private investigation, information ethics and the philosophy of knowledge, information society studies, and indexing. Jonathan is a Fellow of the Chartered Institute of Library and Information Professionals, a member of the CILIP Ethics Panel and the UK representative member of the Society of Competitive Intelligence Professionals' Ethics Committee.

His articles on information ethics have appeared in several journals, and for 3 years he contributed a monthly column on philosophical issues in information to Information World Review. Jonathan is a member of the Society of Indexers, City Information Group, the British and Irish Association of Law Librarians, and many kindred organizations.

Jonathan gained his first degree in geology and Russian and later went on to study advanced commercial Russian. He is now completing an MPhil in information models in Hungarian law and researching the early Magyar presence in southern Kazakhstan. He is married to an educational psychologist from Kazakhstan.



Caroline Plumb
Co-Managing Director, Freshminds

Caroline Plumb is co-Managing Director of FreshMinds Ltd., the research and recruitment company she founded with Charlie Osmond in September 2000 straight after graduating from university. FreshMinds' unique model links business with a network of Europe's top graduate professionals, providing a range of award-winning research and recruitment solutions.

The company has received a number of small business accolades, including the national award for employment potential at the 2002 Shell LiveWIRE Young Entrepreneur of the Year awards. It was recently named as the second-fastest growing research firm in the UK by the British Market Research Association, and in October 2003 FreshMinds opened an office in Mumbai, India to build on this growth and enhance its outsourced research capability.

Caroline was born in Manchester and holds a first-class degree in Engineering, Economics and Management from Oxford University. At university Caroline was sponsored by the Government Communication Headquarters for three years, and later worked as an analyst at Fletcher Research (now Forrester Research) before co-founding FreshMinds.



Karen Blakeman
RBA Information Services

Karen Blakeman has worked in the information profession for over twenty years and has been a freelance consultant since 1989. Her company (RBA Information Services) provides training and consultancy on the use of the Internet, and on accessing and managing information resources. Prior to setting up RBA she worked at the Colindale Central Public Health Laboratory, and then spent ten years in the Pharmaceutical and Health Care industry before moving to the International management consultancy group Strategic Planning Associates.

Past and current clients include public and corporate libraries, BusinessLinks, information providers, investment and financial services companies, organisations in the food and beverage industry, pharmaceutical companies, trade and research associations, UK government departments. Karen edits and publishes a monthly, electronic newsletter called Tales from the Terminal Room. Her other publications include Search Strategies for the Internet, the UKOLUG Quick Guide to Effective Use of the Internet, Business Information on the Internet and contributions to Food Information on the Internet: a basic guide (published by the Leatherhead Food RA)

She is a Fellow of CILIP: The Chartered Institute of Library and Information Professionals, a member and Hon Sec of the UK Online User Group (UKOLUG), and a member of the City Information Group. In 2002 she received the Information World Review Information Professional of the Year.



Eva Pascoe
Head of Arcadia Group

As head of Arcadia Group Web sites she has been responsible for the successful launch of Zoom the ISP and on line fashion retailer, building the company to over 20mln turnover in less than 4 years. With Topshop.co.uk and Miss Selfridge.co.uk as the biggest clients, Eva is the pioneer of online fashion and has been consistently at the forefront of the introduction of new technologies to the High Street while making technology a profitable business.

Ms Pascoe first came to prominence when she co-founded the world's first Internet Café and then the highly successful Cyberia Group and was responsible for the development of the Cyberia cybercafe concept and rolling it out worldwide (Japan, Thailand, Philippines, Europe). From Poland she came to study Cognitive Psychology at London University and was responsible for interfaces for on-line information systems for both consumer and corporate Intranet applications. Ms Pascoe's success in Europe has been reflected by her award as European Business Woman of the Year in 2002. She contributed to the Independent and The Guardian covering the politics of innovation and technology rollout to mass-market applications.

She has been awarded both the Grand Award and the Design Award for her to the Information Superhighway by The Sunday Times and British Telecom. A regular guest on Newsnight and The Midnight Hour, with their late transmission time, she is fortunate enough to live in Soho. Eva is asked to speak on various topics including Business in the 21st Century, Change Management, Ecommerce, Investors in People, IT, Internet, Organisational Change, Public Relations, Women in Business.



Neil Cameron
MD of Neil Cameron Consulting Group

Neil Cameron is one of the leading law firm technology consultants. Originally a barrister he moved into technology when he joined Butterworths to help set up the UK LEXIS service in 1980. Four years later he went to Allen & Overy to work on the development and implementation of professional support IT systems for lawyers, primarily know-how and document management.

In 1986 he joined KPMG Management Consulting and was largely responsible for building the KPMG Solicitors Consulting Unit over a period of time during which he and his team assisted over forty law firms and legal departments with technology projects. These ranged from IT strategy and related high-level work, the review of technology-related working practices to establishing requirements and evaluating and selecting systems such as document management, office systems; practice management, CRM, Intranet/Extranet and client collaboration as well as know-how and library systems

He has also been retained by a number of vendors to advise on product development and design, particularly practice management systems.

In August 1994 he left KPMG to set up his own independent consultancy with a number of associates specialising in law firm technology. He is a frequent speaker at conferences and seminars on legal technology issues and has been a member of the Society for Computers & Law for many years; vacating the joint Chairmanship of the Society after four years.



Martin Cotterill
Associate, Latham & Watkins

Martin Cotterill, an associate in Latham & Watkins' London office, practices in the area of technology and commercial law and provides legal and business advice on the structuring, documenting, negotiation, implementation and management of complex technology and outsourcing transactions, strategic alliances, technology joint ventures, business process outsourcing, business re-engineering transactions and other technology-based collaborations.

Mr. Cotterill has advised on a diverse range of transactions in the financial services, insurance, petrochemicals, entertainment, defense, transportation, pharmaceuticals and oil and gas industries. Mr. Cotterill has advised clients on some of the largest IT and business process outsourcing transactions undertaken, including major business process outsourcing and business transformation transactions in the banking and insurance sectors.

Prior to joining Latham & Watkins, Mr. Cotterill was an associate in Shaw Pittman focusing on outsourcing transactions and in-house counsel for Trafalgar House / Kvaerner in the oil and gas, biotechnology and high technology areas concentrating on commercial law and litigation. Prior to his legal career, Martin was a biochemical engineer working in the project management of chemical plant construction and commissioning projects. Mr. Cotterill is a regular speaker at technology conferences on technology and business process outsourcing.



Steve Borley
Head of Research, Group Economics, The Royal Bank of Scotland Group PLC

Head of Research, Group Economics, The Royal Bank of Scotland Group PLC

Steve Borley heads the research team - part of the Group Economics department - at the Royal Bank of Scotland Group plc, based in Edinburgh. His team provides value-added research support for the Group's economists and also acts as an in-house information consultancy for all Group companies and business areas.

Before relocating to Scotland, Steve worked in London for the information teams at Goldman Sachs, Clifford Chance, Lehman Brothers and the British Library Business Information Service. Whilst working in London, Steve was a member of the City Information Group management committee, serving a Chair in 1999.

Steve has a BA in Philosophy from Lancaster University. He has lectured to the Napier University School of Computing 'Information Delivery' course on making information purchasing decisions and he sits on the school's Industrial Liaison Committee. He is also currently involved in establishing a networking group for business information workers in Scotland.



Donald Roll
Managing Director - Europe for Alacra Inc

Donald Roll is Managing Director - Europe of Alacra Inc. Alacra services help customers to find, package, present and analyse business and financial information. Alacra is not, itself, a publisher but aggregates and integrates information from more than 50 publishers including Barra, D&B, Factiva, Reuters and Thomson. Alacra has over 700 clients globally representing over 100,000 end-users. The company's largest customer segment is investment and commercial banking, followed by audit, management consulting, law and multi-national corporations.

Donald has over 20 years of experience of management experience within the information industry. Based in London since 1990, Donald started Alacra's Europe operations in 1997 and has negotiated contracts and service level agreements with many of the banks and professional service firms in the UK and Europe.

Since entering the information industry over twenty years ago with Knight-Ridder Financial, Donald has been involved in negotiating contracts with many large City and US firms. In many of these negotiations, the products and services were going to be mission critical to the customer's organisation and a Service Level Agreement was required. He therefore has significant experience in creating SLA's and will be able to share his experiences during the workshop.



Hazel Hall
Senior Lecturer at The School of Computing at Napier University, Edinburgh

Senior Lecturer at The School of Computing at Napier University, Edinburgh

Hazel Hall is Senior Lecturer in the School of Computing at Napier University, Edinburgh where she teaches modules on knowledge management, knowledge architecture, business information sources, business intelligence and information delivery at undergraduate and postgraduate level. As well as holding qualifications in Information Management Hazel's background includes qualifications in French and Italian language and literature from the Universities of Birmingham, Nantes and Paris Sorbonne.

Her current research interests include the education and training of information professionals, online information services provision, business information sources and services, online communities and collaboration and the impact of the areas listed on knowledge management activity within organisations. She has published widely in these areas for refereed journal and conferences, with further publication activity including professional press and monograph contributions. . Hazel's doctoral thesis on the role of the intranet in knowledge sharing has recently been examined and she expects to graduate with her PhD in July 2004.

Hazel has an extensive contact network within the Information Management sector and completed research and consultancy with companies such as KPMG, Sun Microsystems and Scottish Enterprise. She has much experience of conference organisation, is currently a member of the Executive Committee of Online 2004 and conducts refereeing duties for a number of academic journals and research bodies. With Steve Borley, she is co-founder of the Scottish Information Network. External duties completed in the past have included serving on the British Library Advisory Committee for Research and Innovation, and committees of the Institute of Information Scientists and UKOLUG. Hazel has performed several roles at various examination boards and validations in UK universities, and has most recently accepted an invitation to examine Masters work at Loughborough University.



Janet Inglis
Global Head of the Information Resource Centre in the Wholesale Clients (investment and corporate banking) division of ABN AMRO

Global Head of the Information Resource Centre in the Wholesale Clients (investment and corporate banking) division of ABN AMRO

Janet has responsibility for Business Information Services and Records Management. She has worked in the City for various investment banks in the field of information management over the last twenty-five years.



Dr. Ian Mackenzie
Vice President, Consulting Services Division, Capgemini

Dr. Ian Mackenzie is a Vice President with the Consulting Services division of Capgemini. He has spend much of his career with major strategy consulting firms including the Boston Consulting Group, the Mitchell Madison Group and OC&C Strategy Consultants. For the past decade he has worked as a Senior Partner with responsibility for defining and delivering projects for clients in the Financial Services industry.Dr Ian Mackenzie has spend much of his career with major strategy consulting firms including the Boston Consulting Group, the Mitchell Madison Group and OC&C Strategy Consultants.

For the past decade he has worked as a Senior Partner with responsibility for defining and delivering projects for clients in the Financial Services industry. Dr Mackenzie's involvement with the information industry is two-fold. Firstly he was Managing Director (Europe) for Thomson Financial from its European start up in 1986 through 1993. Secondly, he headed up Knowledge Management first at Mitchell Madison and then at OC&C. This involved defining and implementing KM systems and processes worldwide.

Dr Mackenzie is now working as an independent consultant to the financial and information industries. Dr Mackenzie holds BSc and PhD degrees from Imperial College, London University and an MBA from Harvard Business School.



Elaine Reid
Head of Research, Booz Allen Hamilton

Elaine Reid has responsibility for managing the London Research and Knowledge Management team. She is also aligned to the Financial Services practice as a Knowledge Manager/Researcher. In this capacity, she works with FS Knowledge initiatives, provides value-added research to client teams and co-ordinates and manages research projects.

In her 9 years with Booz Allen, Elaine has worked extensively across all areas of the financial services sector, including retail financial services, insurance, credit cards and capital markets.

In her research capacity, Elaine has worked on a number of assignments, including:
  • A market entry strategy for a US credit card company wishing to enter the European card market
  • Co-ordinating a data-intensive corporate share of wallet project for a major bank
  • Analysis of the mutual fund market in European countries
  • Providing market overviews of the European insurance sector
Prior to being at Booz Allen, Elaine spent 4 years as a researcher at Andersen Consulting (now Accenture). Before that she worked for a database consultancy designing , testing and producing online databases as well as providing training on all of the FT's databases. Prior to that, she was a technical translator/abstractor for a major database producer, translating trade journals from German and French into English.

Elaine has a Masters degree in German from the University of Aberdeen.

In addition to her native English, Elaine also speaks German and French.



Robert Santiago
Head of FT Research Centre

For the last three years Robert Santiago has managed the Financial Times Research Centre, the newspaper¡¦s commercial research and consultancy arm.

With over 20 years experience in the business information industry, Mr Santiago spent the first five years of his career in the US where he worked with some top flight international law firms before moving to the investment banking sector. After working in corporate finance for Dean Witter Inc, he moved to London to help set up Disclosure Inc¡¦s European operations in 1987.

After leaving Disclosure, Mr Santiago returned to the investment banking arena and worked in London for Morgan Stanley and Goldman Sachs before joining KPMG in 1995 as head of research in the firm¡¦s Research & information Group. In 1998 he took on responsibility for group research at a national level and managed groups in Manchester, Birmingham and Bristol, as well as London.

Mr Santiago is fluent in Spanish and a regular public speaker on information topics. He has broad knowledge and experience of information management in the financial sector and particularly among large multinationals. He is currently setting up an office the FT Research Centre in the Philippines.



Julia Hordle
MD Intelligent Resources

Julia is an innovative business manager experienced in building new services for corporate clients. Julia has won a position as a trusted advisor on key business issues in times of change. Her insight on change forms an invaluable part of the Intelligent Resources service offering and has made her a constructive and valued participant within the industry. She is still hands-on with responsibility for the identification of new niches, the scoping and execution of client campaigns, career management, benchmarking & advisory services and research.

A member of the Institute of Directors, she also sits on the committee of the London Chapter of the Society of Competitor Intelligence Practitioners (SCIP), and is an active supporter of the City Information Group (CIG) and Special Librarians Association (SLA). She is also a long-standing member of the Recruitment and Employment Confederation (REC).

Julia has a special interest in professional development and is recognised for helping to develop careers at all levels and for encouraging practitioners to reach for a higher, more irresistible profile. As a whole, Julia believes the "people" side of Research & Information is often neglected as companies focus on more tangible factors such as cost and technology, but that we ignore people issues at our peril.



Nigel Spencer
Research and Business Development Manager, British Library

Research and Business Development Manager, British Library, St Pancras

Nigel is currently responsible for the British Library Research Service which offers online and desk research in science, medicine, business information, intellectual property and business information. The service was launched in December 2003. He also has wider responsibility for the development an integrated package of BL services designed to meet the needs of business users.

Since joining the BL in 1983, Nigel has been responsible for managing a diverse range of services. These have included the Business Information Service research service and BL Lloyds Bank Business Line; the BL seminar programme; the SRIS Holborn science reading room; reprographic and photographic services; the Patent Express document delivery service and the BL Images online picture library. He has also had responsibility for developing the BL printed and electronic collections of market research, company information and trade journals.

He has published a number of guides to online and printed sources of business information.



Heather Hooper
Business Research Manager

Heather Hooper heads up the Business Research Centre at JPMorgan Chase where she manages a team of generalist and sector-aligned researchers supporting the EMEA region. She joined Chase Manhattan just over 6 years ago prior to its merger with JPMorgan and has more than 20 years experience as an information professional, mostly in the financial sector.

For the past 15 months she has been working with Jackie Marfleet as part of the global project management team for JPMorgan's CRM tool: The Relationship Exchange (RX). Her role includes training new users and running "refresher" sessions for senior bankers, providing input into new releases and generally encouraging the use of the CRM tool for data extraction as well as data input. Current projects include the piloting and roll out of RX on the Blackberry and the installation of software to identify exactly which areas of RX users are accessing.

Over the past 20 years she has been part of an ever changing information scene and still enjoys the variety of the role. Like many other information managers in investment banks she has is currently involved with a project to set up a JPMorgan information centre in India and has welcomed the challenges posed by this new aspect of global information provision.



Jennifer Barrow
Head of Knowledge Management, Baker and McKenzie

Jennifer Barrow is Head of Knowledge Management at the London office of global law firm Baker & McKenzie. She has worked in the legal field for 10 years, having previously gained experience at DJ Freeman and Edward Lewis.

She has been with her current firm for four years and before taking on her current role created the Professional Support Unit, the interface between the information service and the firms's Professional Support Lawyers.

She is a member of BIALL, CILIP, CIG and CLIG and is currently a BIALL Council member. As well as knowledge management issues, Jennifer has a particular interest in the training and professional development of information and knowledge workers.



Stephen Regan
Senior Lecturer in Management Economics

Stephen Regan is a Lecturer in Managerial Economics at Cranfield School of Management. Prior to joining Cranfield he was a Senior Lecturer in Economics at Anglia Polytechnic University and a Visiting Lecturer at Birmingham University.

His research interests are in the interaction between firm behaviour and regulation. He acts as a consultant in the public sector and in privatised utilities. He has published mostly in the area of international business and public policy. Stephen has a BA and an MBA from Warwick University.



Derek Sturdy
Tikit Granite & Comfrey

After a Cambridge doctorate and then spending many years in industrial process control, Derek joined Legal Information Resources in 1991 as IT and Sales Director; in those days, to sell electronic databases you also had to be the IT guy. Having sold that business to the Thomson Corporation in 1994, Derek and his business partner Christine Miskin continued for six very productive years with Sweet & Maxwell, the UK legal publishing arm of the business, producing such best-selling products as Current Legal Information - still perhaps the epitome of legal metadata publishing. They created the editorial and database systems for the major new online service, Westlaw UK, while Derek ran the Primary Law division of Sweet & Maxwell.

In 2000, Granite & Comfrey was founded as a new business to do the actual grunt work of Knowledge Management and to provide simple, effective systems for deploying it. The company became part of the Tikit Group in August 2002. In addition to the day to day work of Granite & Comfrey, Derek gives talks and serves on panels, and contributes to the knowledge management literature in periodicals.



Elizabeth Tooms
Head of Global Library Services

Elisabeth studied law at Oxford University although she pursued other activities with more energy – theatre, the Oxford Union, music and punting. After university, Elisabeth spent several years touring in South Africa and India as well as the UK, as both director and performer in musical and theatrical shows.

In 1984 she decided on a change of direction and did a post-graduate course in Library and Information Studies at Aberystwyth. On completing the course in 1985, Elisabeth was appointed Deputy Librarian at Allen & Overy and two years later was made responsible for the whole Library Service at Allen & Overy.

She has built the Library Service from three people and no catalogue into an extensive service of thirty people in London. The service includes Enquiries, User Training and development of online services and support for international offices. Two years ago was appointed Head of Global Library Services with responsibility for creating a global team out of the library staff and services in the A&O offices in more that twenty countries. This is part of the strategy of A&O to build a global legal practice.



Christopher Gentle
Global Director, Research, Deloitte

Dr Chris Gentle is Global Director, Research (Financial Services) at Deloitte -- the professional services firm. Based in London, he is also responsible for all research operations across the European business. He specialises in BPO and offshoring and implications for global business.

Prior to Deloitte, Gentle held the position of Director, Research and Strategy at KPMG. He has consulted for many large corporations. He has also been non-executive board director at IFA Promotion, Director of Financial Services at The Henley Centre and a consultant to the European Commission.

Author of two books- the Financial Services Industry (Avebury) and After Liberalisation: a vision of Europe (Macmillan) and over 400 articles, he is a frequent commentator contributing to CNN, BBC, CNBC, Bloomberg, Financial Times, The Economist and the Wall Street Journal. He holds a BSc (Hons) from Manchester Polytechnic, a doctorate from University of Newcastle and was a visiting fellow at Nuffield College, Oxford and Moscow State University.





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Key Customers
Bank of America Merill Lynch
Clifford Chance
Credit Suisse
Deutsche Bank
Freshfields Bruckhaus Deringer
Rothschild
Simmons & Simmons
UBS