Developing your Capital and Investment Strategies - Exeter

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Event summary

With new versions of both the CIPFA Prudential and Treasury Management Codes published in December 2017, now is the right time to look at what the future holds for local authority capital planning and investment planning.

Further dates and locations are detailed below and the programme schedule can be downloaded for full event timings.

Date

07 February 2018
Starts: 10:00
Ends: 15:30

Location

Gipsy Hill Hotel
Gipsy Hill Lane
Pinhoe
Exeter
EX1 3RN
[See map]

Standard price

£375.00 excl VAT

Network Member Price

£250.00 excl VAT

*the event has started.

About this event

Much attention related to these Codes has been around the impact on local government commercial property acquisition activities. Three main areas of concern appear to be:

  1. How much ‘tougher’ will the CIPFA Prudential Code become?
  2. Will HM Treasury restrict ’out of area’ investment for yield only purposes?
  3. What will be the impact of DCLG’s overhaul of the local authority investment regulations?
But there is much more to the revised codes than just the acquisition of commercial investment property, and the capital strategy requirements cover all aspects of capital planning relating to property assets, including maintenance strategies, property redevelopment etc, and any associated borrowing.

So what does all this mean for both capital strategies and investment strategies moving forward? And what might a ‘good’ capital strategy and investment strategy look like?

Whatever the answer to these questions, one thing for certain is that there will be significant implications for those involved in strategic asset management in local authorities, wherever you are in the UK.

Irrespective of whether you are involved in commercial property acquisition, these two revised CIPFA Codes are going to impact on you and your strategic asset planning.

This event we will take you through the very important changes that are taking place, setting out how you might need to adapt your thinking, processes and planning to adhere to the new capital and investment regime.

This will include a suggested approach for a risk based property investment strategy, whether you already own or are in the process of acquiring new yield bearing property 

investments, or even if you are getting involved in yield bearing property related regeneration schemes. As usual, the morning will start with our incredibly popular ‘Essential Strategic Updates’ section; a must attend session which will explore what is happening in some of the key areas affecting strategic management of property assets, including reducing budgets, the economic climate, housing demand growth, commercialism, partnership working and political change. 

Who should attend

This event is for anyone involved either directly or indirectly in strategic issues affecting local government, and in particular the strategic management of property assets, and that wish to

  • connect with key strategic initiatives and translate them into practical solutions for your property management
  • learn from good practice elsewhere and make evidence-based decisions, supporting organisational efficiency.
This might include strategic delivery managers, strategic property managers and asset managers, strategic and capital finance managers, corporate policy and performance managers, and anyone involved in the strategic management of property assets. 

Learning objectives

Delegates will:

  • get an update on all the latest key issues and initiatives affecting areas that impact on capital and investment planning so far as they relate to the strategic management of assets
  • gain an understanding of what a robust framework model for capital and investment planning might look like
  • gain an insight into some of the key steps and elements to pulling together the information needed for your capital and investment strategies.

Topics

  • Asset management
  • / Property

Download programme schedule

PDF 117.04 KB