Meet the Trainers
Michèle Allman-Ward is the Managing Partner of Allman-Ward Associates Inc., a company specialising in strategic planning, business unit development, training, project management and market research with particular emphasis on international treasury management. Michèle is an internationally respected expert on cash and treasury management. She has written numerous books on the subject of International Treasury Management and is the lead trainer for the ACT’s CertICM qualification.
Anthony is a Senior Teaching Fellow in Finance at the School of Management, University of Bath lecturing on MBA, MSc and undergraduate programmes. He is also Director of Studies for the BSc Accounting and Finance degree. Before joining the University, Anthony was with Bank of America NT&SA, starting as an Account Officer in the Energy section and moving via International Treasury Services to end as a Vice President in the Payment Services area. He is Chief Examiner for the CertICM and regular trainer for the ACT and also lectures at the Vrije Universiteit, Amsterdam.
Raj is a fellow of ACT and the ACCA, and has worked for SMEs and multinationals across the financial services, energy, and retail sectors. He has also been a practitioner member of the ACT examination board. Raj became a trainer in 2009 and has since built up a strong reputation for being commercial with proven ability to deliver effective learning with real life cases. Before this career move, Raj was CFO of London Capital Group Holdings plc, global treasury audit manager for Royal Dutch Shell plc and Man Group plc, and group treasurer of Empire Stores Group Plc.
Ian has over twenty years’ experience in designing and running training programmes in finance and treasury for both bankers and treasurers. This experience covers central and western Europe, the United States and Asia. Ian is Chief Examiner for the ACT’s Certificate in Financial Mathematics and Modelling. He is also involved in tuition and material development for this Certificate and the Certificate in Risk Management. Previously he was Chief Examiner for the MCT’s Advanced Funding and Risk Management for many years until the end of 2002.
Ken Lillie has over twenty five years experience of providing treasury consultancy, working for companies and organisations in UK and Europe, USA, Middle East and South Africa and ten years previous experience in corporate treasury.
Ken is a Fellow of the Association of Corporate Treasurers in the UK. He is also a member of the Association for Financial Professionals in the USA and the Association of Corporate Treasurers of Southern Africa. He regularly writes, speaks and runs training courses on treasury and treasury technology and holds the Cambridge CELTA certificate.
Bob is a strategic consultant specialising in banking, payments and cash management. Bob is head of the secretariat of IBOS Association in London. He runs numerous seminars on SEPA, Payment Services Directive and international payments and cash management. In a banking career spanning over 17 years, Bob was latterly director of European Cash Management at BankBoston, where he created the Connector multibank payments network. Bob’s earlier career was spent at Manufacturers Hanover Trust/Chemical and Lloyds Bank International.
Sue is an independent Treasury Tax specialist who recently gave up a long career at PwC to spend more time with family, friends and hobbies.
At PwC, after training as a Chartered Accountant, she became a corporate tax consultant in central London and then led the Finance & Treasury Tax team for the firm’s south east region for over 10 years. With considerable experience working with public and private groups across a broad industry base, Sue specialises in tax-efficient funding and hedging transactions and global liquidity management. She has advised widely on current topics such as the tax implications of adopting IFRS and modified UK GAAP, the impact of the UK debt cap regime on global funding, and aspects of the amended CFC proposals.
Sue has written and lectured extensively on Treasury Tax matters and continues to do.
Greg’s extensive financial career, began in financial accounting with Ernst & Young in London, working through corporate treasury, into investment management and investment banking. Greg was most recently Head of Financial Markets Training at Barclays Capital, before setting up is own financial training consultancy. Delivering training in accounting, financial management and analysis, corporate finance, derivative products and investment and trading strategies, Greg’s 20 years of experience of working in and around investment banks, wealth managers, corporate treasurers and institutional fund managers, gives him a broad inside knowledge of industry demands.
John’s spent 21 years in the Automotive industry with Ford Motor Company and Unipart, then 12 years in IT with Armstrong Laing and SAS. He has held a variety of roles in production, operations and sales and marketing management, business development, and financial intelligence.
He has spoken at over 250 conferences and seminars worldwide and now pursues a full time career in freelance consulting, lecturing and writing. He lectured for the Finance faculty of the Management Centre of Europe and currently lectures for major accounting bodies both U.K and abroad, on ABC/M, business planning, budgeting, strategic accounting, CRM, change management, shareholder value and performance measurement. In September 2008, his first book, ABC/M to the Max was published.
Mike has held a number of senior finance roles at companies including Rover, BAE Systems, Dixons and Kuwait Petroleum International. In 2003 he set up Gairloch Consulting, an independent corporate advisory consultancy. Mike has recognised teacher status at Cranfield University and has lectured on both the MBA and MSc courses. He has been consulting on the development of blended learning Post Graduate Degrees in Finance and Risk Management with the University of the Highlands and Islands. A past chairman of the ACT, Mike is currently a senior tutor for the MCT Advanced Diploma and a trainer on the ACT risk training courses.
After qualifying as a Chartered Accountant, Adrian spent a number of years with IBM, in a variety of tax, treasury and finance roles. After managing the EMEA consultancy team at Chase Manhattan (now JPMorganChase), he became a Director at PricewaterhouseCoopers, specialising in managing change in the Finance function, including re-engineering of corporate Treasury.
His current company, ARC Solutions, is an independent consultancy providing advisory, design and implementation services to corporates and banks.
With over twenty years’ treasury experience in two FTSE corporates and in banking, Martin runs his own firm, providing business education to prominent public and private sector institutions and to academia. He is Deputy Lieutenant of Greater London and devotes much time to the not-for-profit sector.
Will Spinney has been a practising treasurer for nearly 25 years, working for several companies including Johnson Matthey, Eaton Corporation and Invensys plc where his experience covered all aspects of treasury including financial risk management, cash management, extensive financings and pension investment strategies.
He has been involved with education and training with the ACT for several years – writing resources, running training courses and as a member of examination boards. He is an employee of the ACT.
Richard is a Fellow of the Institute of Chartered Accountants. He started his career with KPMG in 1987 and has worked in finance for over 25 years. He has held senior positions in many private companies from a diverse range of industry sectors including service, manufacturing and education.
Richard founded his current company Thornton Vanderplank Ltd (TVL) in 2007. TVL provides a range of corporate finance advisory services to a diverse portfolio of clients. Additionally TVL provides educational and training courses with a bias towards finance and strategy.
Brian has wide experience as a corporate treasurer with a range of companies including Gulf Oil, the Willis Group and the House of Fraser, and also as a treasury consultant. He is a former non executive advisor to the Investment Committee of the London Stock Exchange and a member of the ACT Policy & Technical Committee. He represents the ACT on the Foreign Exchange Joint Standing Committee (FXJSC) which oversees the London Foreign Exchange Market. He is actively involved in education serving on the board of a leading Sixth Form College, and is the Chairman of an independent preparatory school. Brian has been an ACT member since 1985 and trains on a number of ACT courses.