Wednesday 4 September 2024
Village Hotel Cardiff, 28 Pendwyallt Road, Cardiff, CF14 7EF
Agenda
9.00am Registration and Coffee
9.30am Welcome by Sian Lloyd
9.35am Introduction
Ben Francis, Head of Policy, FSB Wales
Natalie Hughes, NatWest, event sponsor
9.45am Workplace Health and Wellbeing: Why Invest, Why Take Action?
Mary-Ann McKibben, Public Health Wales
10.05am Self-Care, Resilience & Growth Mindset
Emma Hanford, Case-UK
10.35am From Stress to Strength: Promoting Wellbeing in the Workplace
Dawn Evans, Ajuda Training
11.00am Break
11.30am Unlock Your Business Potential with ‘The Business Improvement Formula!’
Rob Warlow, Business Loan Services (UK) Ltd
11.55am 5 Ways to Save Time + Market your Business with AI
Kerry Harrison, AI Educator
12.20pm It’s Time for Tyl - How Card Payments Can Help Your Business
Jonathan Davies, Tyl by NatWest
12.45pm Benefits of FSB Membership
Alan Cole, FSB
1.10pm Lunch and Networking
2.00pm Developing an Effective Marketing Plan for Small Businesses
Katie Bullon, Activ Marketing
2.25pm Gaining More Customers Through Better Branding
Jeff Patreane, Caffeine Creative
2.50pm The LinkedIn Sales Funnel and Winning Sales Conversations
Jamie Martin, Correct Careers Coaching
3.15pm Thanks and Roundup
Ben Cottam, Head of FSB Wales
Natalie Hughes, NatWest, event sponsor
3.30pm Close
Host
Sian Lloyd
Sian Lloyd is a familiar face as a TV journalist with 25 years experience. During this time she has covered some of the most high profile news stories at a national level as a senior correspondent for BBC News, together with presenting popular programmes such as BBC Breakfast, Crimewatch Roadshow and Panorama.
Sian began her career in news with BBC Wales, firstly as a radio reporter and then went on to become the anchor on BBC Wales Today. Her journey into journalism was not straightforward however, as she first qualified as a corporate lawyer working in London and Hong Kong.
Never one to stay in her comfort zone, Sian is now embarking on a new chapter as a freelance presenter which has already seen her test herself in new areas, continuing her inspiring story of following her childhood dream, and the hard work, determination and a few lucky breaks, that have led her to where she is today.
Speakers
Mary-Ann McKibben, Healthy Working Wales
Workplace Health and Wellbeing: Why Invest, Why Take Action?
Quick overview
Mary will provide an overview of the Healthy Working Wales programme in this session, highlighting that with almost 80% of the working age population in work, employers must play a key role in the health and wellbeing of their workforce. The benefits to why employers should invest their time and energy into this will be discussed, alongside the legal and ethical responsibilities for their workforce, this focus on health and wellbeing helping to achieve a range of positive business and organisational outcomes.
Company Information
Healthy Working Wales (HWW) is a national programme, delivered by Public Health Wales in Wales, that aims to improve health and prevent ill-health among the working age population by working with and through employers and workplaces.
HWW can support employers to create healthy and safe working environments with a focus on preventing and managing sickness absence, supporting those with chronic conditions to stay in work along with a proactive approach to recruiting disabled people into the workforce.
Collaborations with specific sectors and partner agencies on campaigns and resources are additional elements alongside their enhanced digital offering, which has an increased emphasis on e-learning and development tools. This self-directed approach includes expert advice and guidance with interactive tools on a wide range of subjects, employer case studies, podcasts, animated explainers and infographics as well as action planning templates.
Contact Details
https://phw.nhs.wales/services-and-teams/healthy-working-wales @healthy-working-wales-cymru-lach-ar-waith @cymruiach_CIAW @healthyworkingwales
Speakers
Emma Hanford, Case-UK
Self-Care, Resilience & Growth Mindset
Quick overview
In this session Emma will provide the background to Case-UK and the delivery of both mental and physical health services the organisation provides across the UK. As part of this, she will also cover tools Case-UK uses to help individuals ensure they are resilient. Case-UK prides itself on the self-care, resilience & growth support it delivers, not judging but understanding, as well as discussing the importance of building and retaining strong partnerships.
Company Information
Founded in 2016, Case-UK has grown to deliver both mental and physical health services across the UK. Despite their growth over the years, they pride themselves on remaining a family-run company, developing their services and providing support to further reaches of the UK.
As of 2023, Case-UK have continued to deliver the Able Futures, In-Work and Out of Work Services across areas of Wales, as well as delivering the Able Futures service to residents of South West England.
A majority of Case-UK staff have lived experiences of their own, many of which have experienced, or still suffer from, health illnesses, be it physical or mental. This means when you are supported by Case-UK, you aren’t judged but, you are understood.
Contact Details www.case-uk.co.uk
@caseuk @CaseUKLimited @caseuklimited
Dawn Evans, Ajuda Training
From Stress to Strength: Promoting Wellbeing in the Workplace
Quick overview
Dawn will give a brief, yet comprehensive overview, on how workplace stress can lead to poor mental health resulting in a decreased productivity, increased absence and Presenteeism in the workplace. Highlighting the signs and symptoms of poor mental health, Dawn will explain how to engage in meaningful conversations with staff and provide guidance on where to signpost them, through proactive wellbeing strategies.
Company Information
Ajuda Training is a multi-award-winning, vocational training company with a large focus on both physical and mental health. With a team of reliable, dedicated and enthusiastic trainers, delivering courses through the mediums of Welsh and English, the impact of Ajuda has resulted in over 70,000 people across England and Wales gaining fully accredited qualifications in a variety of vocational courses.
All courses are regulated by awarding bodies such as OFQUAL and Qualifications Wales and they are proud of being able to teach anyone, anytime and anywhere, tailoring all courses to meet individual needs and requirements of customers.
The company also run the largest Mental Health Conference in Wales, the Mental Health & Wellbeing Show, and also the Mental Health & Wellbeing Wales Awards, as well as having a not for profit company, The Ajuda Foundation.
Contact Details www.ajuda.org.uk
@ajudadawn @Ajuda_Training @Ajudatraining
Speakers
Rob Warlow, Business Loan Services
Unlock Your Business Potential with ‘The Business Improvement Formula!’
Quick overview
Are you ready to take your business to the next level? Join Rob Warlow in this session where he will reveal ‘The Business Improvement Formula’, which is designed to equip you with the tools and strategies needed to drive sustainable growth and outperform your competition.
Company Information
Business Loan Services was established in 2010 with the aim to help business owners access the finance needed to grow, and with an experienced workforce who know the banking industry, they are able to assist businesses in achieving their financial goals.
Adopting a hands-on approach in sourcing the business finance needed, time is spent understanding your business and the issues faced, identifying the right type of finance required. After over 25 years experience of banking in the UK and Africa, Rob uses his extensive banking knowledge to concentrate on helping small businesses to develop, grow and access business loans and other types of business finance.
Contact Details
https://businessloanservices.co.uk @robwarlow @bizloanservices @BusinessLoanServices
Kerry Harrison, AI Educator
5 Ways to Save Time + Market your Business with AI
Quick overview
In this highly practical session, Kerry will show you five ways you can save time and market your business with today’s free generative AI tools. Demonstrating how GenAI can help you with content creation, including copywriting, image and video generation, alongside providing handy ways to save time on admin tasks and day-to-day work. You’ll walk away with a toolbox of tips and techniques that you can start implementing straight away.
Company Information
Drawing on two decades of copywriting and five years of AI experience, Kerry makes AI accessible, teaching practical ways to save time at the same time as adding human creativity to the mix.
Generative AI has a lot of hype around it and Kerry has experienced the potential and pitfalls first hand, meaning she can advise confidently on what works and what doesn’t.
With some businesses fully embracing AI and others just dipping in their toes, Kerry creates training sessions to accommodate all needs, whether just starting out or taking the next step.
Contact Details
www.kerryharrison.io @contactkerryharrison
Speakers
Jonathan Davies, Tyl by NatWest
It’s Time for Tyl - How Card Payments Can Help Your Business
Quick overview
In this session, Jonathan will detail how businesses can take card payments, explaining the rapid acceleration of card transactions over the past few years. The benefits of accepting card payments and the options available to businesses will also be discussed.
Company Information
Tyl by NatWest is part of the NatWest group, operating since 2019. Services available include card acquiring, including face to face payments, phone payments, secure links requesting payments and e-commerce for website sales.
Tyl are determined to provide the easiest, simplest way to take card payments, but as a ‘partner’ they offer so much more. By giving you the tools to manage your business, they can help your business grow by attracting and keeping more customers, helping you to be at the heart of the community’s success and wellbeing.
Contact Details www.tylbynatwest.com @jonathan-davies-53844223 @tylbynatwest @TylbyNatWest
Alan Cole, Federation of Small Businesses
Benefits of FSB Membership
Quick overview
As one of FSB’s Membership Advisors, Alan will discuss the many benefits that are available to you, as a business or a sole trader, by becoming a member. In this session, details of the essential support and protection offered by the organisation will be covered, all helping you to run your business with confidence.
Company Information
FSB, Federation of Small Businesses, is the UK’s leading membership organisation for small businesses and the self-employed, providing essential support from day one. Members are offered a wide range of vital business services including advice, financial expertise, support as well as a powerful voice heard in government.
Other member benefits include a 24/7 legal, tax and employment advice line, protection for HMRC tax investigations, legal documents and templates, a debt recovery service as well as the opportunity to attend networking events all over the UK.
Contact Details fsb.org.uk
@federation-of-small-businesses @fsb_policy @FederationOfSmallBusinesses
Speakers
Katie Bullon, Activ Marketing Group
Developing an Effective Marketing Plan for Small Businesses
Quick overview
It’s fair to say that many small businesses want to win more customers. However, many don’t have a clear plan, or framework to work within to help them do this, and there’s very often a fundamental mismatch between the stated aim of getting more business and a small business’s practical activity to achieve that aim. In this session Katie will explore and demonstrate an easy to develop planning framework, to help businesses consider all the key elements of their marketing.
Company Information
Activ Marketing, an award-winning agency established in 2008 and revitalised under new ownership in 2021, empowers businesses nationwide. Through their unique marketing franchise model (The Marketing Agency Franchise), local Franchise Partners deliver tailored marketing solutions across the UK and Ireland, supported by expert fulfilment from the Cardiff-based national head office team.
With comprehensive, cost-effective services delivered locally, for maximum results impact, Activ Marketing specialise in Website Development & Maintenance, Strategic Planning, Online Presence Optimisation and Retainer Services, all helping businesses grow and succeed over time.
At Activ Marketing, the core values are people-focused and rooted in authenticity. They take pride in understanding clients’ businesses deeply, ensuring strategies are tailored to deliver impactful, results-driven activities that support business goals.
Katie Bullon, Activ CEO, began her journey as an active franchise partner and has been named as a finalist this year in The Great British Entrepreneur of the Year Awards, for Creative Entrepreneur of the Year.
Contact Details
www.activmarketing.co.uk @katiebullon @activmarketingagency @ActivMarketingG
Speakers
Jeff Patreane, Caffeine Creatives
Gaining More Customers Through Better Branding
Quick overview
Jeff will be discussing the powerful influence that branding can have on your business or organisation. Highlighting the design process, the anatomy of a brand, the brand ID and how it all translates to marketing messages, this session will provide useful guidance to the benefits of consistent branding material.
Company Information
Caffeine Creative was founded in 2013 and are a little different to most design agencies in their style, by believing and understanding that each audience is different, and therefore tailoring a strategic, intelligent, initially function led approach to inspire and engage.
This strategic approach to brand positioning and engaging design is one that fully includes and informs the client, leading to the possibility of real change and the opportunity to propel growth in businesses.
With a background in the creative and marketing world, Caffiene Creative’s understanding of sales and human communications, inevitably leads to better outcomes through powerful visual connections. Every design created to support a business’s brand, communicating a chosen message clearly and quickly.
Contact Details
www.caffeinecreative.co.uk @jeffpatreane @caffcreate @caffeinecreative
Jamie Martin, Correct Careers Coaching
The LinkedIn Sales Funnel and Winning Sales Conversations
Quick overview
Jamie is passionate about sales strategy, social media and sales training to help businesses improve their revenue and processes. This session will detail utilising LinkedIn to research future clients and build relationships prior to calls or meetings, illustrating a 10-step framework for engaging and converting new prospects.
Company Information
Correct Careers Coaching helps streamline business sales strategy, enhancing a strategic approach to selling and resources, in developing employees’ sales skills and ICT/materials utilised during the sales process.
Jamie delivers modern LinkedIn Sales Training as well as full sales cycle training, incorporating social media marketing, lead generation and client relationship management skills.
Jame is a Sales Training Member of the International Association of Sales Training (IAST) and also an Enterprise Adviser for The Careers & Enterprise Company, supporting schools and the education sector with career advice.
Contact Details
https://correctcareerscoaching.com @jamiemartin111 @correctcareers @CorrectCareersCoaching
Exhibitors
NatWest
NatWest serves customers in England and Wales, supporting them with their personal, private, and business banking needs. NatWest helps customers at all stages in their lives, from opening student accounts, to buying their first home, setting up a business, and saving for retirement. Alongside a wide range of banking services, NatWest offers businesses specialist sector knowledge in areas such as manufacturing and technology, as well as access to specialist entrepreneurial support.
Contact Details: Natalie Hughes www.natwestgroup.com | Natalie.Hughes@NatWest.com
Tyl by NatWest
Tyl by NatWest is a payment partner for UK small and medium businesses, offering card payment solutions in-store, online, or over the phone. Backed by one of the UK’s biggest banks, Tyl provides quick payments, simple pricing, and next working day settlement. With its access to data-led insights, Tyl by NatWest helps merchants make informed business decisions and create more meaningful customer relationships as they manage and grow their business. Tyl champions businesses as a force for good, building better communities across Britain.
Contact Details: Jonathan Davies www.tylbynatwest.com | Jonathan.Davies@tylbynatwest.com
Branding by Becca
Branding by Becca offers a wide range of marketing services to help you to stand out from the crowd, helping businesses and organisations to establish and continue their brand identity in today’s digital climate. From websites and social media to leaflets and billboards, find out how to bring your brand to life!
Contact Details: Rebecca Davies www.brandingbybecca.co.uk | hello@brandingbybecca.co.uk
Swagable
Swagable is a digital swag bag, a sustainable, inclusive and trackable alternative to traditional delegate giveaways. These digital goody bags break down the barriers of traditional swag content to give all delegates and clients access to gifts and goodies they’ll love, alongside minimising cost, reducing waste but increasing your business’s reach.
Contact Details: Catherine Grinyer swagablebag.com | catherine@attendable.co.uk
Barrow HR
Barrow HR provides affordable and straight-talking support, advice and training on all staff-related matters, from when a business is started through to times of growth and change. Established to provide small and medium companies with a high level of HR support, and with a professional and knowledgeable HR team, Barrow HR can provide services ranging from taking on the first employee to handling the largest of HR projects.
Contact Details: Deb Barrow www.barrowhr.wales | deb@barrowhr.wales
Exhibitors
Healthy Working Wales
Healthy Working Wales is a national programme delivered by Public Health Wales to employers in Wales. They encourage employers to take action on health and wellbeing, supporting them to create healthy, safe and health promoting work practices and workplaces, for the benefit of their employees, their business and the wider community.
Contact Details: Laura Jones phw.nhs.wales/services-and-teams/healthy-working-wales | laura.jones13@wales.nhs.uk
Carway Consultancy Ltd
Carway Consultancy Ltd are a dedicated team of professionals proud to run an outsourced, independent business providing comprehensive services in consultancy, cyber, data management and investigations to support clients, giving peace of mind so businesses can focus on what matters most, leaving the success of IT security to the professionals.
Contact Details: Michael Gibbon www.carwayconsultancy.co.uk | michael@carwayconsultancy.co.uk
South Wales Safety Ltd
South Wales Safety Consultancy specialise in providing workplace safety services to industry, providing advice and assistance with any issues relating to safety, fire and occupational health in the workplace. Irrespective of company size, they can assist with numerous services including preparation of key Health & Safety documents, workplace inspections, audits and reports, workplace specific risk assessments and developing safe systems of work.
Contact Details: Lee Howells www.swsconsultancy.com | lee@hcc.uk.com
Steer IT Solutions
Steer IT Solutions is an Information Technology company that is part of a larger group providing a range of IT solutions in addition to electrical, mechanical and communication services throughout Wales and the West. Their goal is to provide customers with straightforward solutions for minimal inconvenience and disruption in their regular course of business.
Contact Details: Tina Price www.steerits.co.uk | tina@steerits.co.uk
X-Forces Enterprise
X-Forces Enterprise and FSB work closely to support the UK’s Armed Forces business community, helping service leavers consider self-employment as a means to start up and scale businesses. X-Forces Enterprise, since starting in 2012, has helped thousands of entrepreneurs start businesses with a unique package of business finance and enterprise training.
Contact Details: Ren Kapur & Zoe Harris http://x-forces.com | info@x-forces.com
Exhibitors
Federation of Small Businesses (FSB)
From start up to scale up, the FSB are here to help you on your business journey with a mission to help smaller businesses achieve their ambitions. We offer our members a wide range of vital business services including advice, financial expertise, support and a powerful voice in government.
Contact Details: Rob Basini www.fsb.org.uk | Rob.Basini@fsb.org.uk
Wales Outdoors
Wales Outdoors are a small team of guided walk leaders and tourism guide specialists, outdoor professionals and Wales history experts who aim to pass on their expertise and experience to clients through dynamic and fun provision. Services include Hill Walking, Team Building, Mountain Training, Historic Tours, City Tours and Countryside Tours to name a few, across North & South Wales.
Contact Details: Andrew Lamb www.walesoutdoors.co.uk | info@walesoutdoors.co.uk
Indelible IP Ltd
Founded by Michelle Ward in 2016, Indelible IP provides bespoke friendly advice and consultancy services, specialising in the protection of brands and product and packaging designs for the UK, EU and wider global markets. Based in Monmouthshire, the firm guide businesses through the registration process, advising on the related areas of copyright, unregistered design rights and domain name disputes.
Contact Details: Michelle Ward www.indelibleip.co.uk | michelle@indelibleip.co.uk
Caffeine Creative Ltd
Caffeine Creative are an approachable, people-first, bilingual graphic design agency that crafts inspiring brands and thoughtful visual communications, putting the needs of you and your organisation first. With a background in the creative and marketing world and an understanding of sales and human communications, the team can produce visual work that talks to your customers through powerful visual connections.
Contact Details: Jeff Patreane www.caffeinecreative.co.uk | jeff@caffeinecreative.co.uk
Modern Mind Group
Established in 2019, The Modern Mind Group is a People Operations (HR) and Performance consultancy offering professional outsourced services with over 12 years of expertise in people, operations learning and performance. They offer trusted advice and guidance with a high quality service, providing competent and approachable consultants with a personal and unique approach.
Contact Details: Melissa Curran www.modernmindgroup.co.uk | melissa@modernmindgroup.co.uk
Exhibitors
MyBiz Solution Ltd
Managing business processes can be stressful and time consuming, and running a business is more than just offering great products or services. MyBiz Solution offer a comprehensive CRM, sales and marketing platform tailored to your business with the aim to help streamline operations, enhance customer engagement and boost productivity and profit.
Contact Details: Estelle Cartlidge https://mybizsolution.uk | support@making-the-grade.co.uk
Ajuda
Ajuda Training Services is a multi-award winning company based in Cardiff, providing accredited training courses in Wales and the rest of the UK and Europe. The impact of Ajuda and their tailored courses, regulated by awarding bodies including OFQUAL and Qualifications Wales, has resulted in over 70,000 people across England and Wales gaining fully accredited qualifications in a variety of different vocational courses.
Contact Details: Dawn Evans www.ajuda.org.uk | dawn@ajuda.org.uk
WeBoss Ltd
Running a business can be overwhelming which is why WeBoss Ltd offer a wide range of service to help streamline your business, helping businesses to work smarter, not harder, achieving more in less time. Whether you’re a busy professional, small business owner or just someone looking for extra help, WeBoss have a team of experienced and highly skilled professional Virtual Assistants, ready to assist you with anything you need.
Contact Details: Tina Price www.weboss.co.uk | tina@steerits.co.uk
Effective HRM
Effective HRM help to take the fear out of managing people, with their expert advisors working with employers and managers to provide the right tools, practical guidance and hands-on assistance needed for good people management. Supporting you with the difficult decisions, helping you to comply with the law and advising on best practice, working in true partnership to provide outsourced expertise in employment law, human resources, learning and development and health and safety.
Contact Details: Gemma Davies www.effective-hrm.co.uk | gemma@effective-hrm.co.uk
Case-UK
Founded in 2016, Case-UK has grown to deliver both mental and physical health services across the UK. They take pride in having remained a family-run company, developing service and providing support, including the Able Futures, In-Work and Out Of Work Services across Wales.
Contact Details: Emma Hanford www.case-uk.co.uk | Emma.Hanford@case-uk.co.uk
Exhibitors
Moneyworks Wales
Moneyworks Wales in a collaboration between the country’s leading financial cooperatives, a group of credit unions committed to improving the financial wellbeing of Welsh workers, offering affordable loans and straight-forward savings, driving money back into the local communities served. With money now being the biggest cause of stress amongst people in the UK, borrow through Moneyworks Wales and make stress-free payments straight from your salary so you never miss a repayment.
Contact Details: Rizwan Shams www.moneyworkswales.com | RShams@cardiffcu.com
Activ Marketing
Activ Marketing are an award-winning national marketing agency, delivering comprehensive digital marketing solutions through their unique franchise model The Marketing Agency Franchise. With an aim to be the best franchise in the UK for marketing entrepreneurs, they pride themselves on prioritising clients needs, delivering customised solutions that align with business goals.
Contact Details: Katie Bullon www.themarketingagencyfranchise.com | katie@activmarketinggroup.com
University of South Wales
The University of South Wales deliver courses that will change lives and our world for the better. With more than 23,000 students and 2,700 staff, USW are a key part of the local economy with partnerships working at the heart of everything, working with businesses, the public sector and third sector, to achieve the best outcomes for learners and organisations.
Contact Details: Sarah Jeremiah www.southwales.ac.uk | sarah.jeremiah@southwales.ac.uk
FSB Insurance Service
FSB Insurance Service is an award-winning full general insurance broker service with discounts, tailored support, and a dedicated insurance advice line. Designed by small businesses for small businesses, FSB Insurance Service can help ensure that a business has the right cover in place, whether a sole trader or larger SME, all businesses can have peace of mind and know that they are protected.
Contact Details: David Perry fsb-insurance-service.com | enquiries@fsbis.co.uk
AP Cymru
AP Cymru are a charity that provide bespoke projects and services before, during and following diagnosis of neurodiverse conditions. The charity strives to create a neuro-inclusive world for children, young people and their families by providing a toolkit of guidance, knowledge and understanding of neurodiversity through authentic lived-experience.
Contact Details: Karen Mills www.apcymru.org.uk | enquiries@apcymru.org.uk
