Dan Heffernan is Vice President & Chief Product Manager at AdvantageCS – an Ann Arbor, Michigan-based company serving the membership association and publishing industries since 1979. Dan is responsible for sales, marketing, and product direction at this 90-person software and services company. With a global portfolio of clients, about 30% of AdvantageCS clients are located in the UK and Europe. Dan also served as co-chair for the International Committee on EDI Standards, a committee within the EDItEUR organisation, based in the UK.
Lynne is Managing Director of TBI Communications. TBI specialises in strategic consultancy and marketing services for publishing, and related organisations. Before joining TBI, Lynne established herself as a leader in society publishing, and strategic marketing at Wiley, and was responsible for directing their Society Engagement Team, working with some of the world’s most prestigious societies. She has over 20 years’ experience in publishing, and has also worked in marketing and consultancy roles at Research Machines, and IBM.
Sevans – Refreshing People, Leadership and Performance Ltd.
Sue is a people professional with over 30 years of public service experience gained from a career as a teacher, Army Officer, HR and Organisational Development Leader. It is her teaching and coaching skills that have proven to be the most useful and transferable throughout a career spent focusing on people and leadership, learning and development in the Army and in both central and local government.
Sue is immediate Past President of the Public Sector People Managers’ Association, which enables her to champion excellence in people management and lead thinking, good practice and innovation in HR and OD.
Now Director of her own consultancy, Sue is focusing on a refreshing approach to HR which is more suited to today’s world and the development of a well led, well supported and effective workforce fit for innovation and change and sustained transformation.
Head of HR & Projects
Recruitment & Employment Confederation
After a brief spell as a Permanent Consultant for a high street recruitment agency, Steve joined The Recruitment & Employment Confederation (REC) in September 2004. Over the last decade, Steve has held various roles across the business including Organisational Change Manager, Head of Strategic Projects and Acting Director of Member Delivery. Steve assumed his current position of Head of HR & Projects in 2015 in which he leads the internal HR function, manages the Good Recruitment Campaign and sits on the REC’s senior leadership team.
Steve’s work has included a large-scale organisation design and restructure, implementing salary bandings, remodelling the performance management strategy, management development and of course recruitment. The Good Recruitment Campaign is a free initiative designed to facilitate the sharing and implementation of good recruitment practice amongst employers from all sectors.
A Chartered Member of CIPD, Steve has completed the Level 7 Diploma in Human Resource Management (HRM) and holds a Master’s in HRM from Kingston University. Steve is a Fellow of the Institute of Recruitment Professionals, having completed the Diploma in Recruitment Practice. Steve was awarded ‘HR Future Leader of the Year’ at the 2017 HR Excellence Awards.
Principal Consultant for Strategic Journals Publishing Reviews
Product Strategies and Industry Landscape Reviews
Simon has been working in journals since 1987, when he joined Blackwell’s subscription agency in Oxford. After some years of leading a product development team in library technology and online customer service systems, he left to found CatchWord, the world’s first journal platform service provider (1994) and grew the business rapidly until its acquisition by Ingenta in 2001. Since 2002, he has worked as a consultant in all aspects of journals strategy for not-for-profits, commercial publishers, technology providers, intermediaries and publisher service providers.
In addition, Simon runs training courses on journals delivery for librarians and publishers; he co-founded Renew Consulting for Societies, which assists societies with their publishing partnership arrangements; he has worked in the development of industry standards; and is frequently invited to speak at conferences on publishing strategy, content discovery, and innovation. Simon has worked extensively at the interface of business and technology, library and publisher, and has advised in the launch of a number of start-ups, as well as in acquisitions of established entities.
Simon Beale is a part of Judy Verses’ Research Leadership Team, and as SVP, leads the Research Sales organisation and also the Research Society Services team at John Wiley & Sons, Inc. His top priority is to deliver the world’s best society publishing experience to our society customers and the best level of sales service and consultancy to our global library customers.
Prior to joining Wiley, Simon was a member of the executive leadership team at spent ProQuest, spending seven years leading their global sales organization across academic, public, corporate and government segments, doubling revenues through a combination of strong organic growth and acquisitions. Simon’s most recent role at ProQuest was as one of 4 GMs on the leadership team, running the P&L in order to grow US Federal & State Government, Public Library, K-14 and college business with new products and services. He established a multi-year global library distribution relationship with the leading global genealogy company, managed the development and launch of an award winning new information literacy product, targeted at 10k libraries, and created new products and launch processes built on agile development methodologies. Simon has held a variety of global and regional sales and marketing leadership roles in the publishing and information industries during his thirty year career.
Simon’s current role is two-fold -- to give our society services teams support and guidance to ensure that our society partners spread knowledge, advance their discipline, and expand their community by delivering publishing services to meet the evolving needs of those societies, their members, and their communities around the world; to lead our Research sales teams in providing all our Wiley library and corporate customers and users with a truly delightful experience and to ensure they derive maximum value from our Wiley content.
An active participant in the scholarly publishing community, Tasha is a member of the COUNTER Executive and of the UKSG Education Committee. Her industry expertise stretches from publishing operations and project management to policy setting, via technology management and business analysis. Tasha can be found on LinkedIn at https://www.linkedin.com/in/tashamc/
Chief Investment Officer
Grant joined ARC in 2015 as Chief Investment Officer, bringing a wealth of experience to further enhance our service to high net worth clients across the globe.
Grant has worked in international finance for more than thirty years, initially as an investment manager and executive director of a number of fund management companies, including Martin Currie Investment Management Ltd and Gartmore Investment Trust Management Ltd. For the last six years, Grant has worked as the Chief Investment Officer of an investment consultancy firm based in Guernsey and has served as a Trustee or Director on a number of both private and public entities.
Grant is an Associate of the CFA Society of the UK (ASIP), a member of the Chartered Institute of Securities and Investment (MCSI) and an Associate of the Institute of Chartered Secretaries and Administrators (ACIS). He has a degree in business administration from Strathclyde University.
Head of Charities and Partner
Helena works on a practice-wide basis as a Partner and Head of Charities and Not for Profit at a firm of Chartered Accountants, Price Bailey. She is the Vice-Chair of the ICAEW Charity Community and was one of the first people to gain the ICAEW's Diploma in Charity Accounting (DChA). She is a recognised charity expert, writes for national and charity press including the Guardian and Charity Finance, and regularly presents at charity sector events.
She has worked within the not-for-profit sector for over 27 years and with a vast range of not-for- profit charities over the years. She acts as a sounding board to many of her clients giving practical and pragmatic advice. She brings sound commercial and practical experience gained from having been a finance director, as well as an auditor. Helena has also been a trustee and chair of the audit committee for a medical charity. Having been a finance director at Alexandra Palace and Park for over seven years she has an in-depth understanding of the issues and challenges faced by charities on a day to day basis. Her roles within the charity industry have included strategic financial management, corporate governance and strategic planning. Her experience on ‘the client's side of the fence’ enables her to give innovative and practical advice.
Dr Mark Downs FRSB, CSci
Royal Society of Biology
Mark joined the Royal Society of Biology as CEO from the major charity for hearing health and deafness, RNID, where he was the Executive Director for Science and Enterprise (2004-2009), leading a major retail operation, service deliver social enterprise and the biomedical and technology research programme. Mark joined RNID after spending three years as the UK’s lead policy official for negotiating and implementing a range of far reaching, EU driven, business related environmental legislation at the Department of Trade and Industry. He previously spent five years in the Diplomatic Service based at the British Embassy in Tokyo as First Secretary (Trade Policy) with responsibility for all UK-Japan bilateral and multilateral trade relations. He focused in particular, on the medical, environmental, telecommunications and legal services markets.
Earlier in his career, Mark managed and undertook biosensor research, managed Government LINK programmes, and worked on innovation and S&T and space policy. He was responsible for setting up the Government’s Faraday Partnership Programme, the £30m environmental body WRAP and worked on the 1993 Science & Technology White Paper. He has a PhD from Cranfield University where he worked on the development of DNA sensors for rapid gene identification and a BSc in Biotechnology from the University of London.
The Royal Society of Biology is a unifying voice for biology, representing over 60,000 biologists through its individual and organisational membership. Membership includes individuals from all stages of their career and spans all the bioscience disciplines from molecular to whole organisms to ecosystems.
Entrepeneur Development Manager
Chris is NatWest’s Entrepreneurial Development Manager in London. In this newly created role, Chris works closely with the capital’s leading start-ups, entrepreneurs, SMEs and other organisations that make up the vibrant and buoyant London Ecosystem. Over the past 12 years, Chris has held a number of customer facing and operational roles within the bank which has enabled him to understand and identify a myriad of ways in which he and NatWest are able to support the entrepreneurs who drive economic growth and support UK PLC. Chris has always had a passion for supporting his customers through his knowledge, expertise, connectivity and know-how and brings with him experience of working with entrepreneurs from all sectors.