Quorum Training

Deborah Morton-Dare is a Chartered Accountant who specialises in financial and strategic management training for all levels of financial background, from beginners to advanced, and to audiences ranging from SME’s to FTSE 100 board level. Deborah started her professional career in Corporate Finance gaining wide ranging experience in a variety of corporates and financial institutions.

Derek is CEO of Taylor Associates (International) Ltd., a prominent financial training company which was established in 1993, specializing in derivatives, capital markets, risk and treasury training. He has personally trained in banks, brokers, asset managers, hedge funds and corporations both in the UK and overseas. Derek’s career started in Midland Bank Group Treasury working across a broad product range including Money Markets, Foreign Exchange, Equity and Fixed income.

Eugene O’Connell has over 25 years’ experience in a variety of businesses across a wide range of international locations. He has spent a considerable amount of time training and coaching leaders throughout this time. His work has spanned from direct leadership situations as a Captain in the British Army to mentoring multinational teams of bankers in Nagoya, Japan and organising investment banking teams on three different continents. His coaching philosophy is centred on a desire to help his delegates believe they can become more than they already are.

Felix works with leading international training companies to develop and deliver specialised technical training programs for banking and large corporate clients. In addition, he works with international corporates in the areas of accounting, financial reporting and corporate governance and assists management in the preparation of accounting and regulatory deliverables

Gareth is a transfer pricing consultant practising through his company, Transfer Pricing Solutions Ltd. He has worked extensively for Ernst & Young in the UK and prior to that with Coopers & Lybrand in the United States and New Zealand. Since 1999, Gareth has been a regular feature of the list of the World’s Leading Transfer Pricing Advisers in the bi-annual surveys by Legal Media Group/International Tax Review. In July 2013, Acquisition International magazine awarded TPS Results Driven Transfer Pricing Firm of the Year for the UK.

Gwen has been a VAT and customs duty specialist and lecturer for her entire career. She worked in H M Customs (now HM Revenue and Customs) for 9 years before joining the “Big 5”. She subsequently became the VAT and Customs Partner in a top 20 firm, and then formed her own consultancy practice in 2003. Gwen is an Associate of, and former examiner for, the Institute of Indirect Tax, and a member of the Customs Practitioners Group and The VAT Practitioners Group.

Hermien is an independent trainer specialising in IFRS, UK GAAP, US GAAP, developments and changes in the accounting standards, ISAs, practical auditing skills for audit, financial reporting, and soft skills for business professionals. Previously, Hermien gained valuable practical experience at Deloitte and Touche here she performed and managed audit engagements, and also provided consulting services to high profile clients.

Ian worked in a variety of transfer pricing roles for HMRC’s Business International unit (and its precursors) over a period of over 20 years – working variously as a transfer pricing analyst, team leader, manager, sector specialist, delegated Competent Authority and, from 2000-2012, the co-ordinator of the UK’s Advance Pricing Agreement programme. He is well known as a speaker at transfer pricing consultant to a top Accounting Firm.

Ian is a Principal in Hillier Hopkins LLP and heads up the firm’s private client department. He is a Chartered Accountant who, after qualifying, moved into tax planning specialising in trusts for private clients in the UK and abroad – a field he has worked in for over 30 years.

Jacqueline is a freelance consultancy/trainer working in the private and charity sector. Her areas of speciality are governance, financial management and strategy. Jacqueline is a qualified accountant (Fellow of the Chartered Institute of Management Accountants) with extensive experience in audit- external and internal audit, compliance and special investigations.

Kevin is a graduate chartered accountant and MBA with extensive financial services experience. After 9 years with J P Morgan, he worked for the NatWest Group, initially as group financial controller for NatWest Investment Bank but then as finance director for NatWest Life. Here he was part of the team that turned the strategic concept into Europe’s largest bank assurance start-up and was instrumental in using the balanced scorecard as the key management tool. From here Kevin moved to Nationwide Building Society, as finance director for its newly established Life and Unit Trust companies.

Michael previously worked as a lecturer for four years at Kaplan Financial, lecturing on professional accountancy qualifications. Michael qualified as an accountant at Rolls Royce where he worked as a Corporate Accountant. He started his finance career at Ashgates Corporate Services in Derby, working in their Business Services department dealing with the financial affairs of small and medium sized clients. Michael presents mainly on tax and management skills courses but is also heavily involved in developing digital products within the finance division of Wilmington plc.

Mike is an employment taxes and CIS consultant who specialises in Employment related issues and has been presenting training courses on P11D Expenses and Benefits issues for more than 20 years. Mike started his career in the Inland Revenue and was a Senior Corporate Inspector when he left in 1988 to work for three ’top ten’ Accountancy firms until becoming an independent Consultant in May 2006.

Nick spent several years with HM Customs & Excise in the UK, specialising in partial exemption, before joining a medium sized accountancy firm in 1988 where he advised on all aspects of VAT and was latterly chairman of the national VAT committee. In January 1995, he started his own business, working from home. Nick has provided regular consultancy and training services to a wide range of clients in the UK and abroad. He has particular expertise in partial exemption, land and property, charities and social housing.

Peter is a trainer and lecturer in finance, banking, capital markets and insurance. He is a Visiting Fellow at the New College of Humanities. Corporate clients for in-house courses include financial regulators, banks, insurers, asset managers, professional firms and IT companies. His courses include graduate induction to the City; financial statement analysis; bank and insurance company financial reporting and regulation; and bank payment systems.

Peter Hughes is an independent chartered accountant practising in York. He specialises in financial reporting and VAT and has presented many courses on various aspects of these subjects for the last ten years. He has spoken frequently on IFRS and the new UK accounting framework, and on all aspects of VAT including international trade, property and partial exemption. His clients include several accountancy practices and businesses ranging from owner-managed companies to international groups.

Russell is an independent taxation consultant, author and lecturer. He has presented tax seminars and in-house courses for Quorum Training Limited for 20 years. He is an experienced presenter for a number of professional training organisations on a variety of UK taxation topics throughout the UK.

Stephen is a highly experienced trade finance practitioner with over 40 years banking and trade finance expertise. He has held senior positions in Lloyds Bank, NatWest and RBS, working in operations (letters of credit, collections, payments, foreign exchange, negotiations and trade finance), international trade finance sales (client management and new client origination) and risk management. He regularly lectures to banks and organisations around the world on trade finance, receivables finance, supply chain finance, risk management, AML and sanctions compliance.

Steve qualified with Deloitte & Touche in 1983. From 1990 he specialised in special projects & forensics (including headline cases such as Polly Peck & BCCI), working on a variety of governance, risk management, fraud assignments both in the UK and abroad. Steve left Deloittes in 1997 and since then has built up a track record of success on an independent basis in helping executives, through risk-based techniques, to find solutions to a variety of unusual business problems.

Sue Turner qualified as a chartered accountant with a ‘Big 5’ firm. Since specialising in management development, Sue has designed and delivered successful interactive learning programmes for clients including Ernst & Young, Safeway and Alliance & Leicester. Her special area of interest within management development is maximising the transfer of learning to the workplace. Sue is a Consultant with Finance into Focus.

Tim is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK on a wide variety of taxation subjects. He has been presenting such tax lectures for over 25 years now! Alongside his lecturing, Tim also provides tax consultancy services and specialist tax advice on many numerous tax areas, NIC and VAT. Previously, Tim was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients.

Tim has been involved with VAT since 1973. He joined HM Customs & Excise (“Customs”) in May 1973, shortly after the introduction of VAT in the UK. He worked as a visiting VAT inspector and as a classroom trainer. He was appointed director of VAT in 1998. In addition to presenting various training courses Tim is a consultant to a number of accountancy firms and other businesses. He has represented clients in a number of VAT Tribunal cases. Tim is currently an associate member of the Chartered Institute of Taxation following a merger of the two institutes.

Tony has been a tax specialist for over 35 years, since qualifying as a Chartered Accountant and was a tax partner for over 20 years with leading firms of accountants before working as an independent consultant, lecturer and writer. Starting with the consultation process for the charity tax review which began in 1997 and led to the Gift Aid reforms in Finance Act 2000, Tony has specialised in advising charities on taxation matters, particularly those relating to tax effective giving and fundraising, including the establishment and running of trading subsidiaries.