Book your place at www.housing.org.uk/servicechargesCall 020 7067 1066 Email events@housing.org.uk

@natfedevents#ServiceCharges15

Leaseholder and Tenant Service Charges

Conference Tuesday 8 September 2015One Drummond Gate, London

Key reasons to attend:• Find out how to future proof your systems to deal with Universal Credit• Get a practical guide in relationship building with tenants and leaseholders• Learn from case studies on post depooling, implementing a service charge module and

calculating a sinking fund • Network and share best practice with peers • Receive a FREE copy of the Federation’s new comprehensive guide to service charges (RRP £60)

SAVE £50if you book by10 JULY 2015

Programme

Practical takeaway’s from legal case law

• Become au fait on how to pinpoint what is chargeable

• What a leaseholder can and can’t do• Accustom yourself with the latest on

Section 20 court appeals• How to ensure service charge demands

are issued within time limits • Steps to recover outstanding service

charges and the due legal process

Mark Oakley, Partner, Judge & Priestly Roger Hardwick, Head of Residential Leasehold, Brethertons (invited)Kanti Gohil, Finance Manager, Ducane Housing (invited)Chair: Nicholas Kissen, Senior Adviser, The Leasehold Advisory Service

11:50 Breakout sessions

Book your place at housing.org.uk/servicecharges Call 020 7067 1066 Email events@housing.org.uk

Leaseholder and Tenant Service Charges Conference 2015

Calculating service charges effectively

• Hear the importance of maintaining a high level of customer service whilst maximising service charge income

• How to deal with leasehold disputes and take your cases to the Leasehold Valuation Tribunals

• Know the limits to charges for Right to Buy schemes under Section 125 Notice

Jacky Nelson, Housing Manager Leaseholder Services, Barnet Homes (invited)Jonathan Cox, Partner, Anthony CollinsChair: Richard Towes, Founder and Director, Leasehold Training and Consultancy Services

10:00 Keynote speechA well regarded political commentator will open the conference as our guest speaker. Gain insightful views on the political landscape following the outcome of the General Election, and how this translates to the future of the social housing sector.

12:50 Networking lunch

Managing your relationship with third party managing agents – best practice

• How to effectively receive and act on agent recommendations for carrying out major repairs and refurbishments

• Initiate a long term plan which can be communicated to tenants for contributions to a sinking fund

• How to ensure the right level of management is agreed and seen through

• The advantages of working together to overcome challenges relating to disputes and discrepancies

Jeff Platt, CEO, The Institute of Residential Property ManagementSue Petri, Managing Director, FirstPort Bespoke Property ServicesPaul Gilbert, Assistant Director, Income Management, L&Q Group

09:00 Registration and refreshments

09:45 Chair’s welcome and introductionJohn Bryant, Policy Leader, National Housing Federation

11:30 Refreshments and networking

Steve Richards, Chief Political Correspondent, The Independent

10:30 How to effectively engage with tenants and leaseholders – a communication toolkit

• What information are you currently providing and what are your legal obligations?• Look effectively at managing the tenant consultation process• Ensuring communication material on welfare system changes are accessible for residents• Meeting customer service levels with all service charge communications

Chris Graham, Business Development Director, Wates Living SpaceRepresentative from RiversideChair: Paula Goodacre, Finance Manager, Housing, Places for People

Delegates will receive a free copy (RRP £60) of our updated and comprehensive guide to service charges. The new guide will:• cover legal obligations, accounting guidelines and good practice• act as a quick reference book with top tips and examples from other landlords• minimise risk exposure to legal challenge• support training with staff, board members and residents

Exhibiting or sponsoring at this event offers the perfect opportunity to engage with decision-makers from housing associations in the most effective way possible, face-to-face. For information please contact Phil Keith or Julian Hurst at Foremarke Exhibitions on 020 8877 8899 or housing@foremarke.uk.com

EXHIBITION AND SPONSORSHIP OPPORTUNITIES

FREE PUBLICATION

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The National Housing Federation is the voice of affordable housing in England. We believe that everyone should have the home they need at a price they can afford. That’s why we represent the work of housing associations and campaign for better housing. Our members provide two and a half million homes for more than five million people. And each year they invest in a diverse range of neighbourhood projects that help create strong, vibrant communities.

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13:50 Breakout sessions

Successfully implementing a service charge module

• Question the experts and end client about the nuts and bolts on integrating a new system

• The importance of integrating financial systems with service charge management

• Lessons learnt from project implementation to system management

• Rolling out the new system with effective communication and training

Sarah Wigmore, Head of Housing, Westward Housing Group Representative from Opus

Book your place at housing.org.uk/servicecharges Call 020 7067 1066 Email events@housing.org.uk

Communal heating in relation to new development schemes

Discover the possible challenges stemming from the development stage including:• Prepaid meters that are not fitted

before completion stage of the scheme• Management of the scheme by a third

party agent • Accounting for credit billing

Emyr Poole, Senior Projects Manager, Homes and Communities Agency (invited) Managing agent representative (invited)

14:50 Breakout sessions

16:55 Chair’s summary Chair: Pascale Mezac, Business Planning Services, Plan2moro

16:10 Welfare reform and affordability

• Gain insight into the experience of Universal Credit rules and systems• Plan what changes you need to make• Understand the implications of wider welfare reforms on collection rates • Consider the place of fixed or variable regimes on the overall affordability of homes• Debate the future for supported and sheltered housingSarah Seeger, Head of Customer Accounts, Curo Group (invited)Chair: Sue Ramsden, Policy Leader, National Housing Federation

17:00 Close of conference

Dealing with sinking fund calculations

• Hear about the standards and guidelines available on what should be charged

• Learn about the auditing and accounting process for sinking funds

• Get a detailed explanation about the depreciation method, capital components and labelling

• Find out how to complement an existing service charge

SAVE £50 if you book by 10 JULY 2015

Financial support for residents in supported housing

• Get an update on housing benefit and Universal Credit

• Hear more on future funding of housing costs in supported housing

• What other sources are available in a post-Supported People world?

Geoffrey Ferres, Independent ConsultantPatrick Murray, Policy Officer, National Housing Federation

Best practice post depooling of services charges

• Hear experiences from a social landlord

• Seeing through your depooling proposal and managing service sustainability

• Ensuring affected tenants witness value from additional charges

• How to continue to improve user satisfaction

• Look at the potential for income maximisation

Lynda Hance, Associate, HouseMark Chair: Pascale Mezac, Business Planning Services, Plan2moro

Operation of service charge regime in different forms of tenure

• Hear about issues arising with mixed-use developments

• Discover the differences of affordable housing aimed at residents with different levels of income

Michelle Turner, Head of Service Charges, Moat Housing Group (invited)Representative from One Housing GroupChair: Adrian Waite, Managing Director, AWICS

15:50 Refreshments and networking

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I understand that payment must be made at the time of booking. I enclose a cheque payable to the National Housing Federation I have paid by BACS and attach the remittance advice (Please quote SC0915 on all BACS transmissions)National Housing Federation bank account details are: LloydsTSB, Kings Cross Branch, 344 Grays Inn Road, London, WC1X 8BX Federation Sort Code: 30-94-73 Account No. 00113238

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BOOKING FORMLeaseholder and Tenant Service Charges ConferenceTuesday 8 September 2015One Drummond Gate, London, SW1V 2QQ

Priority Code: SC0915WEB

DISCLAIMER: This programme is correct at the time of going to press. In the event of one or more of the advertised speakers being unable to attend, for reasons beyond the control of the conference organisers, we reserve the right to make alterations or substitutions to the programme as deemed fit. All timings are provisional and may be subject to change. Views expressed by speakers are their own. The National Housing Federation disclaims any liability for advice given or views expressed by any speaker at the event or in notes or documentation provided for the delegates.

ALL CANCELLATIONS MUST BE MADE IN WRITING. Cancellations will be charged a £55 administration fee. The full fee is payable for any cancellations received after Wednesday 26 August 2015.

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*Delegates can only attend ONE session at any time. Sessions are subject to availability at the time of booking.

Early bird members £330Early bird non-members £395

Where did you hear about the conference? Direct mail Email Web Telephone Employer 24 Housing Federation external affairs manager Other

4 ways to book

www.housing.org.uk/servicecharges

+44 (0)20 7067 1066

events@housing.org.uk

Business Sales and Support Team, National Housing Federation, Lion Court, 25 Procter Street, London, WC1V 6NY

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Standard members £380Standard non-members £445

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Session choices*11:50 - 12:50 13:50- 14:50 14:50 - 15:50

1st Delegate B1 B2 B3 B4 B5 B6 B7 B8 B92nd Delegate B1 B2 B3 B4 B5 B6 B7 B8 B93rd Delegate B1 B2 B3 B4 B5 B6 B7 B8 B9

The early bird deadline is 10 July 2015. Book by this date to receive a £50 discount on standard rates.