The APM Benefits Summit 2017 - speakers announced

Currently the following speakers will present: 

  • Tony Meggs, IPA, CEO
  • David Hawkins, Institute for Collaborative Working (ICW), Operations Director
  • Joseph Lowe, HM Treasury, Head of Economics Branch
  • Penny Chalton, Deloitte, Senior Manager
  • Thomas Coleman, Deloitte, Consultant
  • Will Foulds, Redstone Risk Ltd, Risk Management Expert
  • Ian Clark, Department for Work & Pensions, Programme Manager
  • Steve Leary, APM Portfolio Management SIG
  • Andrew Gray, BMT Hi-Q Sigma (and APM Systems Thinking SIG), Principal Consultant
  • David Liversidge, BMT Hi-Q Sigma, Principal Consultant
  • Claire Dellar, NHS Digital, Benefits expert, educator, change & P3M professional
  • Steve Parker, Gutteridge Haskins and Davey Ltd (and APM Value Management SIG), Technical Director
  • Carlos Serra, Independent Researcher/Author
  • Merron Simpson, New NHS Alliance and Director at New Realities, CEO 
  • Steve Jenner, Portfolio Solutions; Author, Practitioner, Trainer


Keynote: Tony Meggs, IPA, CEO

Tony Meggs is the Chief Executive of the Infrastructure and Projects Authority. He was previously the Chief Executive of the Major Projects Authority.

He is a senior executive with significant experience as a functional leader in the private sector and has led collaborations with several businesses and universities. Tony set up the BP project leadership programme that was the inspiration for the Major Projects Leadership Academy. He also co-chaired a major study at Massachusetts Institute of Technology.

The Chief Executive leads the Infrastructure and Projects Authority which reports jointly to the Chancellor and the Minister for the Cabinet Office.


David Hawkins, Institute for Collaborative Working (ICW), Operations Director

David has an extensive career in projects and procurement within the construction industry. For over 40 years he has been associated with the development and implementation of major projects in many parts of the world, which has provided an insight into the many organisational and cultural challenges that projects and global operations can generate. He has been an active promoter of collaborative concepts and the development of extended enterprises through the building of alliances.

David is the architect of the CRAFT programme and was the technical author of the British Standards Institutions’ PAS 11000 collaborative business relationship standard, world first published in 2006 and chairman of the BSI committee that developed BS 11000, published in October 2010.

David lead the development of ISO 44001 and is now leading the future developments.

- Sun Tzu and the Project Battleground: Creating Project Strategy using the Art of War published by Palgrave Macmillan 2004
- The Bending Moment: Energising corporate strategy published by Palgrave Macmillan 2005
- Corporate Social Responsibility; Balancing Tomorrows sustainability with Today’s profitability published 2006 by Palgrave Macmillan.
- Raising the standard for collaboration; Published by British Standards 2013


Joseph Lowe, HM Treasury, Head of Economics Branch

Joseph Lowe is an Economist and Statistician whose career has started in international nonferrous metals and mining and which has also spanned the UK gas and electricity industries; business consultancy; market regulation and competition issues. Since January 2006 he has worked as an economist in HM Treasury with responsibility for government methodology on planning and appraisal of investment and is the editor of the government guidance known as the Green Book and the Government’s business case guidance.

His roles have included working as an Economist and Forecaster and as a head of Corporate Planning eventualy moving into senior management director roles including both operational and programme management and delivery. He was involved with work surrounding the creation of the UK's unique open access gas market and has worked in consulting roles in the Utilities; Financial Services; Telecommunications and IT sectors.


Penny Chalton, Deloitte, Senior Manager

Penny specialises in supporting clients to establish, manage and deliver large complex programmes in both the public and private sector. She is Chartered Member of CIPD and a member of the APM. She is PRINCE2, Managing Successful Programmes (MSP), Management of Portfolios (MoP) and Management of Risk (MoR) practitioner qualified. Penny has deep expertise in benefits management and builds strong relationships with stakeholders to ensure successful delivery.

Recent roles have included a position at the Ministry of Defence where Penny led the development of a new performance management framework for the Land Equipment Operating Centre. Penny worked with subject matter experts to review the key performance questions and develop KPIs for the portfolio. This resulted in an agreed set of KPQs and KPIs and a dashboard for the LE OC portfolio enabling improved reporting, more focused decision making and
reduced paperwork for the Performance Board.


Thomas Coleman, Deloitte, Consultant

Thomas Coleman is a consultant in Deloitte’s public sector consulting practice, and a member of the APM, specialising in portfolio management, benefits management and portfolio and programme governance. His industry experience has centred on home affairs, justice and infrastructure and capital programme clients. Thomas is passionate about bringing diverse sets of stakeholders together to deliver transformation in an organisation, and believes that the key to benefits realisation is strong stakeholder engagement and robust governance.

Thomas’s recent experience has involved working at a local policing client, where he defined and launched a benefits management function within the client organisation’s portfolio management office, and designed the governance framework for a transformation portfolio of approximately £500m in capital spend.

Will Foulds, Redstone Risk Ltd, Risk Management Expert

Will is the Owner and Director of Redstone Risk Ltd, helping companies manage uncertainty and complexity more effectively through information and visualisation technology.

He has recently moved on from Babcock International Group plc, where he was a group lead for Risk Management and Assurance. With 14 years’ consultancy experience Will has witnessed first-hand, like many of us, the emergence of risk management as an established project discipline. More recently it has become evident that the key to success in this area is not just the ‘management’ of the risk, but the communication of it. In starting his own business, he hopes to be able to take this idea further and push the boundaries of ‘traditional’ risk management application.

Will has experience predominantly in the Defence and Energy sectors. He is qualified in Risk Management with a distinction in his MSc, is a Fellow of the Institute of Risk Management and is external examiner for Glasgow Caledonian University.

Ian Clark, Department for Work & Pensions, Programme Manager

For the last 15 years, Ian has been delivering a range of Projects and Programmes within the DWP. His current role is leading the Scottish Devolution Programme, part of the wider UK Government Programme within DWP to devolve delivery to the devolved administrations.

Prior to that Ian led change in the State Pensions portfolio, where he was responsible for the delivery of a wide portfolio of change projects ranging from small business change working with the a range of OGDs and external partners (Post Office, Local Authorities, HMRC etc.) to major business transformation programmes such as Pensions Transformation Programme where he introduced Scanning and electronic document handling and new Customer Account management IT systems.

Most recently, Ian led the delivery of the new State Pension and the changes to State Pension age, two of the biggest welfare reform changes DWP has delivered.

Ian is a High Risk Project IPA reviewer, a graduate of the MPLA and APM qualified.

Steve Leary, APM Portfolio Management SIG

Steve has over 25 years’ experience of business & IT change through portfolio, programme & project management.

He’s set up and managed major portfolios & programmes as both consultant and interim manager for a number of blue-chip organisations in a variety of industry sectors. Steve has been on the APM Portfolio Management SIG committee for four years now and is currently the secretary.

As well as being a Managing Successful Programmes (MSP) and PRINCE2 practitioner, Steve is a Chartered Engineer, member of the Institution of Engineering & Technology and a member of the Chartered Management Institute.

Andrew Gray, BMT Hi-Q Sigma (and APM Systems Thinking SIG), Principal Consultant

Andrew is an experienced project and programme manager with a blend of practical and theoretical knowledge of the management of engineering activities across the product development cycle. From an engineering background in the aerospace sector spanning 20 years he has led teams in multi-discipline, multi-site and multi-cultural environments. Andrew now works for BMT Hi-Q Sigma where he advises clients in all aspects of complex change management – predominantly in the defence sector, but currently he is advising a client on aspects of the future decommissioning of nuclear power stations. Andrew is a UK and European Chartered Engineer, and a member of the APM, the Royal Aeronautical Society (RAeS) and the International Council for Systems Engineering (INCOSE).

Andrew is a past committee member of the APM Programme Management SIG, where he co-authored the recent update to the “Introduction to Programme Management” guide, but he is now the secretary to the APM Systems Thinking SIG. This new SIG has grown out of a joint working group between APM and INCOSE UK formed in 2013 and which is soon to publish via the APM a range of guidance addressing the integration of P3M and Systems Engineering disciplines. Past conference publications in this area include a paper at the Annual Systems Engineering Conference in 2015, and a related co-authored paper will soon be presented at the INCOSE International Symposium 2017 in Adelaide.

David Liversidge, BMT Hi-Q Sigma, Principal Consultant

With over 25 years of ‘hands on’ delivery experience in the Defence and Energy sectors, David is an experienced programme manager and systems engineer with a proven track record in successfully delivering complex projects and programmes both technical and business change. David is a chartered professional engineer and a full member of the Association for Project Management (MAPM). His experience of Systems Engineering and Programme management has shown him how these two disciplines combine to produce a powerful basis for tackling the delivery of complex, technically driven change programmes at all stages in the life cycle.

David first got involved in Benefits Management in 2000 as part of the MOD’s Smart Acquisition change programme where he helped develop a benefits tracking process and tool for the newly formed Defence Logistics Organisation (DLO). David has put Benefits Realisation Management at the heart of a number of programmes he has been responsible for, including the Land Environment Tactical Communications and Information Systems programme, the System of Systems Approach (SOSA) programme, Maritime Combat Systems Convergence programme and the EDF Carbon Deposition programme.

David lives in Bath with his wife and two boys. David is a keen runner and walker.

Claire Dellar, NHS Digital, Benefits expert, educator, change & P3M professional

No one was more surprised than Claire when her background in experimental economics actually turned out to be useful!

Claire’s enthusiastic delivery and deep knowledge of her subject makes her an ideal presenter and seminar leader specialising in benefits realisation and change.

An accomplished public speaker, Claire has presented at conferences, seminars and workshops and she is a guest lecturer at Leeds University. She contributed to the Managing Benefits™ textbook and is a contributing editor of the Change Activation Toolkit and co-author of the NHS Digital benefits realisation training courses, which are spreading throughout the NHS national bodies.

Chair of the national Health Family PDC Specific Interest Group on benefits, Claire works full time for NHS Digital, where she has trained hundreds of people in practical benefits management. Her sanctuary is a cottage in Snowdonia, from which she emerges each week to visit health and care organisations across the country, infecting them with her passion for benefits-led change. 

Steve Parker, Gutteridge Haskins and Davey Ltd (and APM Value Management SIG), Technical Director 

Steve Parker is Technical Director at GHD, one of the world’s leading professional services companies operating in the global markets of water, energy and resources, environment, property and buildings, and transportation. Steve is an experienced manager of project and change initiatives with a particular focus in UK transportation and infrastructure. As a Chartered Quantity Surveyor with an MSc in project management, he specialises in programme and project management, governance and integrated assurance, establishment of PMOs and their functions, business change, value management, benefits realisation and Lean.

Steve is a Professional in Value Management and is Chair of the UK Institute of Value Management. He is a Committee member of the APM’s Value Management and Benefits Management SIGs and was a Reviewer of the APMG Managing Benefits Guide 2012.

Steve’s previous roles include interim Head of Value and Benefits Management at TfL, Partner at EC Harris, Director at Mouchel plc and Partner at Hornagold and Hills Management Consultancy. His enduring professional interests were established during his early career as a consultant quantity surveyor delivering a full range of services across public and private sector projects and in London Underground as a construction economist and cost planner.


Carlos Serra, Independent Researcher/Author

Carlos Serra has been working in project management since 1999 across a variety of market sectors, countries and roles for companies such as Exxon Mobil, Petrobras and Gazprom. It has included leading PMO functions and teams of
Project Managers, managing projects and programmes and implementing project, programme and portfolio management  frameworks.

He is a casual lecturer for the Masters in PPM at the University of Warwick, has been a conference speaker and had been a lecturer for MBA programmes. He is a reviewer for the International Journal of Project Management in the
specialist areas of Governance and Project Management best practices.
He has written articles, won academic and professional awards and authored ‘Benefits Realization Management: Strategic Value from Portfolios, Programs, and Projects’ (CRC Press, 2016).

He is a certified PMP® (PMI), APMP (APM) and Prince2 Practitioner, holding an MSc degree in programme and project management (University of Warwick) and a BSc degree in production engineering (CEFET-RJ/Brazil).

Merron Simpson, New NHS Alliance and Director at New Realities, CEO

Merron Simpson is director of New Realities Limited She is a thought leader, a national and local advisor on ‘people, places, housing and health’ and on strategic planning. She is committed to connecting big picture ‘strategic’ thinking with practical solutions that have a positive impact on people’s lives.

Merron is currently Chief Executive of the New NHS Alliance (, a movement of people and organisations committed to building a sustainable, community-based health service. She is also the UK Lead for the internationally certified OpenStrategies system and visiting lecturer at the University of Cologne. She uses OpenStrategies with organisations, and teaches other to use it, to improve their strategic planning, undertake service reviews and demonstrate their impact.

Merron is a former Head of Policy at the Chartered Institute of Housing. She has worked with housing associations, local authorities and many national organisations and has researched and authored publications on a wide range of topics. She has a Masters in Housing Studies, a Degree in Biochemistry, a Diploma in Applied Management and is a Member of the Chartered Institute of Housing.

Steve Jenner, Portfolio Solutions; Author, Practitioner, Trainer

Steve has extensive experience at senior level as a member of the UK Senior Civil Service from 1999 to 2011. During that period he also worked on secondment for the Queensland government (Treasury) in Australia in 2001-02. From mid 2006 to 2008 he was Director of Criminal Justice IT, one of the largest IT-enabled business change programmes in Europe. He also headed the £2bn Criminal Justice System IT Portfolio from its establishment in 2005 to 2008. Steve designed, implemented and operated the CJS IT approach to Portfolio & Benefits Management that was recognised internationally (in reports to the OECD and European Commission and in a case study published by Gartner) and which won the 2007 Civil Service Financial Management Award. Since then he has worked on the development of Project Portfolio and Benefits Management for the Cabinet Office as part of the Transformational Government and Service Transformation agendas, and led on benefits management research for the OGC PPM Standards Group. He was described by the UK Government CIO as the, “rottweiler of benefits management”.

Steve left the UK Civil Service in April 2011 to provide independent portfolio and benefits management advice on major projects and programs and training in Portfolio and Benefits Management. He develops and delivers Masters- level courses for the Graduate Business School at Queensland University of Technology where he is a Corporate Educator, as well as delivering project management courses at a number of other international Business Schools including La Rochelle in France. He is also an examiner on a number of project management and related schemes for APMG. Steve is a regular speaker at international conferences, trainer and writer on the subjects of project portfolio and benefits management. 

Steve is a professionally qualified management accountant (FCMA), fellow of the APM, with an MBA and Masters of Studies degree from Cambridge University. 


This page will be updated as more information becomes available.


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Sponsored by:

Hyde Park Solutions Ltd (HPS) is a specialist Portfolio, Programme and Project Management consultancy established in 2007.
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