Strategy Setting Workshops


Event summary

This year CIPFA has consulted upon a number of fundamental changes to the Treasury Management Code and Prudential Code to reflect the new financial environment. These workshops will provide an opportunity to consider the new approach.

Private Sector rate: £495 + VAT. Please contact to book.


29 November 2017
Starts: 10:00
Ends: 16:00


Royal London
55 Gracechurch Street
[See map]

Standard price

£495.00 excl VAT

Network Member Price

£195.00 excl VAT

*the event has started.

About this event

The workshops will provide an opportunity to consider the new approach including a longer term perspective and wider definition of investment to help formulate direction for the 2018/19 treasury management strategies.

These could be the most important treasury strategies for many years as local government manages the Brexit implications of near zero interest rates and expectations that interest rates may be lower for longer than we dare imagine?

Our workshops will provide first class speakers, tackling the most significant challenges local government treasury managers have faced in a lifetime. Remember you are not alone. No one has written a treasury management strategy in these economic circumstances, join us and find out more.

Who should attend?

This event is aimed at treasury practitioners and all those involved in managing the treasury management investment strategy within your organisation.

How will I benefit?

  • CIPFA news bulletin on the final Code consultations.
  • A practitioners perspective on preparing the strategy and what are the key areas to consider.
  • What a leading treasury adviser will be discussing with clients for this year’s strategy and how they can assist in the process.
  • Our special guest speaker will offer some thoughts on approaching ‘alternative’ investments and the importance of proper due diligence when making long term financial commitments.
  • Open forum discussion – Chatham House Rules discussion – anything goes!

CPD hours

Four and a half.


  • Local government
  • / Risk management
  • / Treasury management

Download programme schedule

PDF 185.62 KB

Speaker - Neil Sellstrom

Neil Sellstrom

Neil has been a CIPFA Advisor for pensions and treasury management since 2009, running networks on both subjects with over 150 subscribing authorities combined. He represents CIPFA and Local Government Pension Scheme (LGPS) Funds at various key events and also attends CIPFA pensions panels. He also organises workshops and conferences, produces newsletters, and co-ordinates queries to support members and promote best practice. E:, T: 01287 619679.

Speaker - Jackie Shute, Director and Co-founder, Public Sector Live

Jackie Shute is a Director and Co-founder at Public Sector Live which is a leading provider of market risk analytics to UK local government. As well as providing regular treasury management risk studies to local authorities Jackie also provides bespoke treasury and risk based projects to the public sector. Jackie has considerable public sector experience ranging from county councils to London councils and even spent time as financial accountant to the Falkland Islands Government.