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Monitoring Officer Induction Programme 2024

05 September 2024 - 31 December 2024 09:30 - 17:00

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05 September 2024  |  From £1250 + VAT

This programme is now fully booked

We are arranging a new programme for Autumn. Email bookings@llg.org.uk to join the waiting list.

A comprehensive, tailored induction programme for new Monitoring Officers and Deputy Monitoring Officers.

Traditionally the guardian of good governance, lawful decision making, and high standards of conduct, the Monitoring Officer is increasingly required to cultivate additional skills in an ever-more complex political and financial landscape. This shift in focus for the MO and the need to be able to move effortlessly between a diverse range of roles and responsibilities makes it an increasingly demanding position to hold.

LLG’s Monitoring Officer Induction Programme is tailored specifically to the needs of MOs and DMOs and comprises a comprehensive blend of live and pre-recorded training sessions to prepare you for this challenging role.

The programme has been designed to provide new MOs and DMOs with a thorough grounding in the fundamental elements of the role of the Monitoring Officer, as well as detailed, practical training on some of the key areas of focus for MOs including governance, finance, scrutiny, working with Independent Persons, political awareness and dealing with Members.

The programme includes half day courses, full day courses, access to the Monitoring Officer Conference on 13th September in London (hybrid) and pre-recorded material, delivered by highly experienced lawyers, trainers and consultants.

The 2024 Programme begins in September and runs until the end of the year.

Programme Modules

The Induction Programme comprises 14 individual modules, 4 of which consist of pre-recorded content with the remainder being live online training events including a full day in-person conference (which may instead be attended online). The online training courses will be run on Zoom.  

The first module is the Role of the Monitoring Officer: The Fundamentals half-day course on 5th September, following which the pre-recorded modules will be made available to delegates. Live online training courses will then run throughout September, October and November with the final course in the Programme being the Independent Persons course on 14th November. In addition to the scheduled courses, delegates may select any course of their choice (full or half-day) from the selection of LLG courses running between 3rd September and 31st December 2024.

 

Modules

5th September 2024 09.30 - 12.30

Bethan Evans, GOVTC

This course explores the fundamental elements of the role of the Monitoring Officer in a council/local authority. It includes an examination of:

  • The statutory basis for the role

  • Appointment and protections

  • The statutory and broader role of the MO including:

    • The guardian of good governance

    • The overview and upkeep of the constitution

    • The Section 5 duty to report

    • Councillor standards of conduct

  • Key legal knowledge, guidance and top tips

  • Mini scenarios

Pre-recorded module with Jacqui McKinlay, former Chief Executive at the Centre for Governance and Scrutiny; currently Chief Operating Officer at Liverpool City Council.

This module explores the meaning of governance in a local authority and the key characteristics of good governance; the role of the golden triangle in supporting good governance; the role of scrutiny in a council and how to achieve strategic scrutiny.

Pre-recorded module with David Carter, former joint Managing Director, Warwickshire County Council.

This module explores the key elements of local authority finance and includes stewardship of public finance; sources of revenue funding; sources of capital funding; and the financial cycle.

Pre-recorded module with Helen Bradley, Director of Legal & Democratic Services at Durham County Council. 

This module explores conflict resolution from a Monitoring Officer perspective and includes conflict resolution strategies, skills and practical tips.

Pre-recorded module with Kate Jasper and Rayhaneh Tehrani from Sellick Partnership.

This module explores what personal resilience is and why it is important; building personal resilience: skills, capabilities and self-care practices; developing and nurturing positive working relationships; managing stress; and avoiding burnout.

12th September 2024 09.30 - 12.30

Bethan Evans, GOVTC

The ability to navigate the political interface with elected members is, more than ever, an essential part of being a successful senior local government lawyer. This course covers everything you need to know about working at the political interface, and will enable you to properly understand the political dynamics of local government, be confident with the governance framework, and develop the personal skills needed for success.

The content covers:

  • The role of elected councillors

  • The role of officers including the Monitoring Officer and other statutory officers

  • The importance of the relationship between members and officers in an effective council

  • Does the traditional model still hold good?

  • Standards, conduct and probity

  • Dealing with the politics!

  • Learning lessons about the political interface from recent high profile reports

  • Practical actions to ensure good governance

  • The personal values and skills you will need

  • Tips for operating successfully in a political environment

The course includes plenty of examples and mini scenarios and is practical in nature, focusing on skills and tips for tackling real issues which will help you in your role at your council.

13th September 2024 09.00 - 16.30

We are delighted to be holding this year’s Monitoring Officer Conference in London, kindly hosted by Trowers & Hamlins. The Conference will include a varied programme of sessions covering some of the most topical and challenging issues facing MOs and those working alongside them.

We are delighted to be joined by Amerdeep Somal, the Local Government and Social Care Ombudsman, who will be delivering the keynote address to open the Conference. Delegates will then hear from Bethan Evans, leading governance trainer and consultant, who will be exploring essential skills for Monitoring Officers, training and personal development. The Conference will also include a session on scrutiny with Ed Hammond, Deputy Chief Executive at the Centre for Governance and Scrutiny, Paul McDermott, Partner at Trowers & Hamlins, and Louis Sebastian, Senior Associate at Trowers & Hamlins, examining how the MO can encourage good scrutiny and work towards helping colleagues overcome the scepticism that can surround scrutiny. 

The Conference will also include a panel session on good governance in decision making and some lessons learned from the Teesworks report with speakers including Philip McCourt, Legal Director at Bevan Brittan, and Daniel Fenwick, Executive Director of Corporate Services and Monitoring Officer at Thurrock Council and former MO at Liverpool City Council. Delegates will also hear from Andrew Burns, Associate Director at CIPFA, who will be discussing effective working relationships between the MO and the section 151 Officer.

25th September 2024 09.30 - 12.00

David Kitson, Partner and Sarah Lamont, Partner, Bevan Brittan

2nd October 2024 09.30 - 14.45

Camilla de Bernhardt Lane, Director of Practice, Centre for Governance and Scrutiny

Natalie Rotherham, Head of Scrutiny, Hertfordshire County Council

The political landscape in which overview and scrutiny committees operate has been subject to pressures from both communities and local residents, to ensure they focus on issues that are of concern to them. Recent Inquiries have highlighted the need for more and increased openness and transparency of decision making and robust scrutiny of those decisions. Alongside this is the demand placed on the scrutiny function for real time holding to account through increased use of social media and digital technologies.

Scrutiny during the Covid-19 pandemic presented further challenges and opportunities for adapted ways of delivering governance, some of which will be explored during the session. 

Member relationships and cross-party issues can either help or hinder scrutiny outcomes. Whilst these, and other pressures, create many challenges for officers who lead, manage and support scrutiny committees, they also provide opportunities for ensuring that scrutiny work is effectively linked to local priorities and outcomes. This practical course will provide space for consideration of these matters, giving attendees the opportunity to engage with the speaker and with each other, share experience and ask questions.

The course will consider the context and different ways of delivering the OSC function and role in a complex governance and accountability framework. It will consider the complexities and challenges faced by officers who are delivering multiple roles supporting committees. Sessions will include: 

  • The legislative context and guidance

  • Structures and systems in which overview and scrutiny is delivered

  • Political and organisational culture

  • Work programming

  • Good practice examples and case studies

  • The environment in which officers operate

  • Member officer roles and responsibilities

  • Looking forward- nationally and locally

  • Considering the implications of pandemic on practice

4th October 2024 09.15 - 14.45

Artemis Kassi, Consultant and former Statutory Scrutiny Officer and Head of Scrutiny

Finance scrutiny in local government is crucial to transparency and robust decision-making, and has rarely been more important than currently. Balancing cost pressures, overspend and local budgets with ever-decreasing central government funding and ever-increasing service demands mean that the scrutiny lens is imperative to ensure local authorities’ financial probity. Recent cautionary examples underline the necessity for monitoring and scrutiny officers to understand the scrutiny function’s role in delivering this.

This course covers:

  • How financial scrutiny fits into the Overview and Scrutiny landscape.

  • The relationship with the Audit Committee and accountants.

  • Good governance, financial and risk management.

  • The legislative and CIPFA framework.

  • The challenges often encountered.

  • Examples from which learning can be extracted.

14th October 2024 09.30 - 12.30

Bethan Evans, GOVTC

This course explores some of the key challenges of being a Monitoring Officer and provides an update on current issues/developments. It explores:

  • The context for being a Monitoring Officer now

  • Some key challenges of the role including:

    • Collective responsibility for good governance in an authority

    • Working with the other statutory officers – the golden triangle

    • Other significant relationships, e.g. external audit

    • The MO role in code of conduct matters

  • An update on current developments relevant to the MO role including caselaw, public interest reports, anticipated changes etc.

This session ensures delegates are updated on all relevant current issues and feel confident in how to navigate the role successfully.

24th October 2024 09.30 - 12.30

Bethan Evans, GOVTC

This course looks in detail at the current position relating to the standards regime relating to the conduct of elected members in England. There have been a number of significant recent developments relating to the standards regime in English local government including:

  • The government announcement that significant sanctions will not be reintroduced;

  • The publication of the LGA Model Code of Conduct and supporting guidance on the Code; and

  • The publication of LGA guidance on the handling of standards complaints.

This course will bring delegates completely up to date and will cover:

  • The context for a consideration of high standards in public life – a topical issue!

  • A refresher on the current standards regime in English local government

  • An analysis of different Codes of Conduct including the LGA Model Code

  • Tricky issues including:

  • When does the code apply – public/private lives

  • Social Media

  • What is disrespect?

  • Member/officer relations

  • Registration and disclosure of interests

  • Handling Code of Conduct complaints

  • Parish and Town Councils – what is your role?

  • How to ensure high ethical standards in the absence of sanctions

Delegates will have the opportunity to discuss mini scenarios which will examine issues in relation to the code and handling complaints. 

14th November 2024 09.30 - 12.30

Bethan Evans and Gill Sinclair, GOVTC

Every council has to appoint at least one Independent Person to support their standards procedures. IPs play a vital role in ensuring the upholding of high ethical standards in local authorities.

This course focuses on the key role of the IP in ensuring code of conduct issues are dealt with fairly and consistently. The course covers:

  • The statutory requirements in relation to the appointment of IPs

  • The roles and responsibilities of IPs

  • The key stages of a complaint when the IP needs to be involved

  • Tricky issues in standards matters for both the MO and IP

  • Cases and commentary which have explored the role of the IP

  • Collective responsibility for high ethical standards in a local authority

For the final module in the Programme, delegates may select one course of their choice from all LLG half-day or full day courses running between 3rd September and 31st December 2024 (this does not include full day online Conferences or residential Conferences).

Terms and Conditions 

Terms and Conditions

By enrolling in the Monitoring Officer Induction Programme, delegates agree to adhere to the following terms and conditions. Please ensure you have read and understood all aspects of the course listing before confirming your booking.

  1. An early bird discount of £250 is available for bookings made before 31st July 2024 ONLY.
  2. Full payment is required before commencement of the programme.
  3. Refunds will not be issued after first session has taken place.
  4. No recordings of live sessions will be available for later viewing. If a session is missed it is up to the delegate to book an alternative course date, and further fees may be incurred in these circumstances. Alternative dates for all the courses will be booked for January to March 2025.
  5. Inspire Programme delegates are entitled to receive a 10% discount due to overlap with pre-recorded sessions. Please email bookings@llg.org.uk for more information.
  6. Delegates booking onto the Programme are entitled to a 10% discount on the Governance Conference in November 2024.
  7. Any changes to the schedule or programme content are sometimes unavoidable and will be communicated to registered delegates in a timely manner.
  8. If a delegate chooses a half-day course as their free choice option, they are not entitled to any additional training to make their total hours equivalent to those of a delegate who selects a full day course for their free choice.
  9. If a delegate has attended any of the listed courses in the last 6 months, they should contact bookings@llg.org.uk to discuss.
  10. If a delegate is already booked to attend one of the listed courses, their place on that course will be cancelled and they will be rebooked onto the course as part of the Induction Programme. If the place has already been paid for, the amount will be deducted from the fee payable for attendance on the Programme.
  11. By booking a place on the programme, delegates agree to these terms and conditions. Acceptance is confirmed by ticking a box on the booking page.

Jacqui McKinlay

Chief Operating Officer, Liverpool City Council

Jacqui joined Liverpool City Council in January 2022 to lead on improvement and transformation, with responsibilities for corporate services including policy, insight, strategy, EDI, communications, customer services, HR and organisational development, ICT/digital.

Prior to joining Liverpool, Jacqui was Chief Executive of the Centre for Governance and Scrutiny (CfGS), the national centre of expertise on governance and scrutiny. Jacqui oversaw CfGS’ work with a range of sectors including local and national government, health, housing, police and the private sector.

Previously, Jacqui was Director of Strategy and Customer Services at Staffordshire County Council and has worked in health, sport and the civil service.

She is also a proud Board Member of New Local, a national membership and research organisation.

David Carter

Former Joint Managing Director, Warwickshire County Council

David Carter has over 40 years' experience in local government. He retired as Joint Managing Director and Head of Paid Service at Warwickshire County Council. For the last 30 years he has operated at Management Board level, initially as County Solicitor and then with a variety of support and direct service portfolios including responsibility for all support services as Strategic Director of Resources for 8 years. David is a past chair of the Law Society local government group and a past president of the Association of Council Secretaries and Solicitors.

Helen Bradley

Director of Legal & Democratic Services, Durham County Council

Helen trained as a solicitor in Local Government and has nearly 20 years’ experience in working at both district and unitary level. Helen initially specialised in civil and criminal litigation, obtaining Higher Rights of audience in the criminal courts. Since becoming a Deputy Monitoring Officer and subsequently a Monitoring Officer, Helen has specialised in all aspects of local authority governance but has a particular interest in the Standards Regime.

Kate Jasper

Senior Business Manager, Sellick Partnership

Rayhaneh Tehrani

Associate Director, Sellick Partnership

Bethan Evans

GOVTC

Beth is a recognised expert in local authority governance, having worked in the field for over 35 years. She worked as an in-house lawyer for nearly 20 years at four different councils in England specialising in housing, education and social care. Beth then moved into management posts, culminating in roles as a County Solicitor and a Director of Corporate Services in a unitary authority.

Beth led the Welsh Local Government Agency responsible for improvement and development in Welsh local government for three years. In 2001 she joined Bevan Brittan LLP as a partner where she led the local government team for 17 years, four of which she spent as senior partner.

Beth acted as secretary and chair of a branch and then as national chair of the (then) Local Government Group in 1998/99.

David Kitson

Partner, Bevan Brittan

David specialises in regulatory, governance and information law. He provides advice, training and support to various public bodies including local government, NHS Trusts, NHS CCGs, National Park Authorities, and Housing Associations, as well as to private and third sector bodies.

David's practice includes advising on vires and constitutional issues; conduct and ethical standards; complaints and investigations; information law (DPA/GDPR, FOIA, EIR and RIPA); governance and the democratic process (including technical elections issues); senior officer disciplinary and departures; and governance around shared services and outsourcing.

Prior to joining Bevan Brittan David worked for a local authority for almost 13 years, the latter 6 of which he was the Deputy Monitoring Officer and Senior Information Risk Owner. During this time he frequently delivered advice requiring a high degree of political awareness and sensitivity, and advised upon and resolved many technical and contentious issues.

Sarah Lamont

Partner, Bevan Brittan 

Sarah is a specialist employment lawyer with over 25 years' experience in all aspects of contentious and non-contentious employment law. She has particular expertise in TUPE transfers, restructuring and redundancies, complex employment litigation, discrimination/equality issues and senior staff exits. Sarah acts for clients across a wide range of sectors including major corporate employers, housing associations, education bodies and charities and is the Firm’s lead on providing employment advice to local authorities. 

Sarah's general experience includes all areas of employment work and she has dealt with a number of high profile cases in Tribunals, the Employment Appeal Tribunal, the High Court and the Court of Appeal. She has specific expertise in advising on equal pay and discrimination, restructuring and redundancy programmes, negotiated exits, changing terms and conditions, and providing TUPE advice in connection with service delivery models including shared services, partnering arrangements, joint ventures and outsourcing. Sarah also provides support to in-house legal and HR teams, acting as a sounding board on both strategic and operational HR issues.

Camilla de Bernhardt Lane

Director of Practice, Centre for Governance and Scrutiny

Camilla has worked in Scrutiny for the best part of two decades. She has worked across several Councils, including a Unitary, a City Council, and two County Councils including most recently as Head of Scrutiny at Devon County Council, leading a small team to support Councillors in positive challenge. Since graduating from Sussex in Politics and International relations, she has worked across public sector organisations in scrutiny, consultation, policy and lobbying.

Camilla’s governance and review work has spanned all areas of the Council and NHS, and she was the principal health scrutiny officer for eight years. During her time in scrutiny, she has produced in excess of thirty task group review reports including notable work on problem gambling, the armed forces and health systems.  Camilla has also taken the lead in the Heart of the South West joint LEP Scrutiny Committee and new and returning Councillor induction being conducted remotely during the pandemic.

Whilst working full time Camilla has completed an MSc in Policy Research from Bristol University and last year completed her MBA and Senior Leader ILM qualification from Exeter University.

For the past year Camilla has worked for the Centre for Governance and Scrutiny running improvement reviews at different Councils as well as refreshing the offer to regional scrutiny networks. For many years Camilla has also run learning sessions for a variety of Councils, Councillors and officers in elements of good governance.

Natalie Rotherham

Head of Scrutiny, Hertfordshire County Council

Since becoming Head of Scrutiny in 2017, Natalie has reinvigorated scrutiny and raised its profile.  Previously she worked to help take forward integrated working between the local clinical commissioning groups and social care.  She joined scrutiny in 2005.

Natalie is chair of governors at a successful Hertfordshire secondary school.  Here she uses her governance expertise to support and challenge the school.

 

Artemis Kassi

Consultant

Artemis has over six years’ experience in local government, and has been the Statutory Scrutiny Officer and Head of Scrutiny at authorities in London and beyond.

Artemis is a qualified solicitor who trained at HSF, and also has an academic background, having lectured in law as a Visiting Lecturer at SOAS. She has significant international experience, including at an NGO in Jordan, in international law firms, and as a lawyer at the United Nations in Geneva. Since her time in the Environmental Practice Team within the Litigation Department of a US law firm in Washington, D.C. and discovering the US “Government in the Sunshine” Act 1976, Artemis has been passionate about transparency and accountability, including about what she terms scrutiny’s role in bringing local government into the sunshine.

Artemis was a member of the London Scrutiny Network Steering Committee (2018 – 2019) and successfully completed the ADSO Diploma in Local Democracy with a specialism in scrutiny.

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