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In association with

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Invite you and your clients to a CPD event Date: 24th of June 2014

Time: 12-3 pm

Alan Lyons- Access a compelling framework for taking a positive approach to change Emotional intelligence separates average from high performers Mental toughness and the development of personal resilience Responding as opposed to reacting to negative events The power of determination and focus Negative and positive emotions in workplace environments URL link ‘A positive approach to change’

Mark Hegarty - Efolio Accounts Collaborative Accounting. Considerations when choosing online accounting platforms. Online security for you and your client. Benifits of using online accounting platforms for your practice.

David O'Shea- Investments Creating an investment process Defining Risk Benchmarking Investments Product Showcase

David Gaffney - Employment Law David Gaffney - Employment Law Referring Employees for Medical Assessment Mandatory Retirement Ages Annual Leave Entitlements whilst on Sick Leave Registered Employment Agreements Case law relating to the Payments of Wages Act, 1991 Agency Workers

Venue: Imperial Hotel

biography I have been in the financial services industry for 14 years. Throughout my career I have gained specialist knowledge in all areas of financial planning, investment monitoring, portfolio construction and management as well as annuities and protection planning. At Manning Financial we work alongside accountants and solicitors to deliver an integrated advice service for their clients. Our focus is on building long term collaborative relationships with our professional partners. We believe by doing this we can act as an extension of your team. I offer specialist advice on Business Protection/Partnership Insurance, Estate & Tax Planning, Cohabiting Couples, Employee Benefits and provide CPD events regularly to solicitors, accountants and other professionals. I am a Qualified Financial Adviser (QFA) and a TMITI Registered Tax Consultant. I hold specialist Diplomas in Wealth Management (Institute of Bankers) and Pensions (LIA) and I am a Fellow of the Life Insurance Association of Ireland (FLIA). I am also a Registered Stockbroker.

Alan is a business psychologist who works internationally as a leadership coach, trainer and keynote speaker. He is a partner at KinchLyons – where psychology means business! He is also the creator of a site dedicated to assisting individuals, teams and leaders to implement the paradigm shifting ideas contained in this book. Alan is passionate about helping people to perform at their optimal level through leveraging emotional intelligence, clarifying purpose, disciplined execution and enhancing mental toughness.

David Gaffney B.A., Dip L.S., CIP, ACIArb graduated with a B.A. Degree from University College Cork, subsequently obtained a Diploma in Legal Studies from the Dublin Institute of Technology and achieved the qualification of Professional Diploma in Insurance from the Insurance Institute of Ireland. He is a well-known practitioner in Employment law and has written and lectured extensively, and is an ongoing contributor tovarious web-based research programmes and professional periodicals. David regularly represents both employees andemployers before Rights Commissioners, the Labour Court, the Employment Appeals Tribunal, the Equality Tribunal and the civil courts.

Mark Hegarty is Managing Director of eFolio Software Limited who owns and administers, an online collaborative accounting platform for Accountants, Bookkeepers and SME’s. eFolio Accounts helps Accountants to collaborate with clients bookkeeping finction, and provides business with a simple, safe and cost effective way of managing their own Bookkeeping Function. Mark Hegarty is a graduate of the University College Birmingham, and CIT Cork.

David O'Shea has spent the last 14 years working as a trader and portfolio manager, developing knowledge and expertise in the asset management industry in Ireland, Italy and Switzerland. David’s experience covers bond, equity, currency and structured product investments. He brings a proven track record of managing a wide array of investment products and success in developing investment portfolios for clients. David has previously worked for Pioneer Asset Management, Neomis Hedge Fund and Alleanza Investments and holds a Masters Degree in Economics and Finance.

A nominal charge of €20 applies to cover room hire, refreshments and printing costs. Visit us at

11 Pembroke Street, Cork.


Tel: 021 2428185 | 087 8315054

Breon Manning Financial Ltd. trading as Manning Financial is regulated by The Central Bank of Ireland.



Cpd event smes accountants solicitors  
Cpd event smes accountants solicitors