Association of Electoral Administrators

Annual Conference 2014

Hilton Hotel - BlackpoolSunday 2 March - Wednesday 5 March 2014

Facing the Future

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Sunday 2 March 2014

Time Session Where Speakers

3:30pm Registration The Royal Foyer, Hilton Hotel

4.00pm Exhibition opening reception Queen’s Suite

6.00pm How to create and maintain a positive workforce Royal Suite Session leader: George Cooper (LB Haringey), Speaker: Joe Bradley

7.30pm Supper Promenade restaurant and Lancaster Suite

Monday 3 March 2014

8:45am Visit exhibition stands Queen’s Suite

9.15am Scotland - the Challenges! Royal Suite Session leader: Andy Tiffin (Hart District Council)

Speakers: Kate Crawford (Renfrewshire) and Susan Findlay (Glasgow)

9:45am Maximising Registration Royal Suite Session Leader: Lindsay Dixon (Sunderland)

Speakers: Maria Hannan (Cabinet Office), Susan Hutson (Kirklees), Susan

Saunders (Bradford) and Ian Farrow (City of Westminster)

10:30am Coffee Exhibition area, Queen’s Suite

11:00am Keynote Speech Royal Suite Session leader: John Turner (AEA)

Speaker: Rt Hon Greg Clark MP - Minister of State for Cabinet Office

(Cities and Constitution)

11:45am IER - How, what and when Royal Suite Session leader: Martha Matheou (LB of Sutton)

Speakers: Colin Dingwall (Cabinet Office), and Andrew Scallan (Electoral

Commission)

12:30pm Lunch Promenade restaurant and lounge area

1.30pm Workshops Hilton Hotel

3:00pm Tea Exhibition area, Queen’s Suite

3:45pm Electoral Commission Royal Suite Session leader: Karen Quaintmere (AEA)

Speaker: Jenny Watson, (Electoral Commission)

4:45pm Visit exhibition stands Queen’s Suite

5:15pm Close

Tuesday 4 March 2014

8:45am Visit exhibition stands Queen’s Suite

9:15am European Elections 2014 Royal Suite Session Leader: Andrew Francis (South Cambs)

Speakers: Dave Smith (Sunderland City Council), Christine Fisher (North

West Leicestershire District Council) and Lea Goddard (LB of Croydon)

10:15am Coffee Exhibition area, Queen’s Suite

10:45am Workshops Hilton Hotel

12:15pm Reform of Electoral Law Update Royal Suite Session Leader: Laura Lock (Hunts DC)

Speaker: Nicholas Paines QC, the Public Law Commissioner

12:30pm Lunch Promenade restaurant and lounge area

13:30pm Workshops Hilton Hotel

3:00pm Tea Exhibition area, Queen’s Suite

3:45pm IER Royal Suite Session Leader: Bill Crawford (AEA)

Speakers: George Cooper (LB Haringey) and Peter Stanyon (LB Enfield)

4.45pm Close

Wednesday 5 March 2014

9:15am Annual General Meeting Royal Suite

9:30am Election Fees and Charges and RTI Royal Suite Session Leader: Neil Middlehurst (Sefton)

Speakers: Paul Docker and Adam Shoesmith (Cabinet Office) and Steve

Shorrock (HMRC)

10:30am Close of conference Royal Suite James Stevens, Conference & Seminar Organiser

Conference Programme 2014

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It gives me great pleasure to welcome the Association of Electoral Administrators back to Blackpool for their AnnualConference at the Hilton Hotel.

We have had the pleasure of welcoming you to Blackpool for many years now, and on behalf of the Council and thepeople of Blackpool, I would like to extend a warm welcome to all your delegates and exhibitors.

I hope you will have time to enjoy Blackpool and to see the regeneration to our Talbot Gateway Central Business Districtwith the new Bickerstaffe House Council Offices and retail centre.

The Mayoress and I look forward to meeting you all at the Annual Dinner on 3rd March.

Councillor Eddie Collett

Mayor

Message From TheWorshipful The Mayor OfBlackpool CouncillorEddie Collett

On looking back, I seem to always start every one of these Conferenceforewords by saying that the past year has been extremelychallenging for one or more reasons. Much as I would like to breakthe trend, I know that it would be impossible to do so given the past12 months that we have experienced. The conduct of the elections forthose who had them in May closely followed by the confirmation dryrun and the late canvass have all been keenly felt particularly wherethe challenges get ever higher and harder and the resources fordealing with the challenges retreat in ever sharper contrast. Thebackdrop of the biggest change to the registration system for wellover a century makes life no easier. It is for that reason that the majorfocus of this Conference will be individual electoral registration justas it was at our National Seminar in September.

There are, of course, other matters that weigh heavy in the minds of us all as we face the next 12 months not least ofwhich will be the elections in May this year and the fact that, when we next meet at our Annual Conference, we willbe three months or so from the 2015 General Election with all the implications that will arise from that. In the meantime,our colleagues in Scotland will have the conduct of the independence referendum on their minds as well as a latertransition to IER to quickly follow that. On the subject of referendums, there are the possibilities of council taxreferendums, the expansion of neighbourhood planning referendums and, in the longer term, an income tax referendumin Wales together with changes to the way in which National Assembly elections will be contested. For all these reasons,the programme has been prepared on the basis of providing you with as much information as possible about the manychanges that will or could be faced in the world of electoral administration over the next 12 months or so.

The agenda for the future and the work and change that it brings with it is daunting to say the least. I have neverknown such a period of change in such a short time and, once this programme is complete, electoral administrationwill be very different from that which it was when the AEA was founded just over 25 years ago. Clearly, such significantchange, together with the overall situation facing local government and, in particular, its resources, will have a lastingeffect on those who work within electoral administration in this country. We have been heavily involved in working withthe Cabinet Office, the Electoral Commission and several other Government departments in preparing for what liesahead. We may not always agree with each other but the mere fact that we have a seat at the table means that wecannot be ignored and speaks volumes for the progress we have made and the reputation that we have earned. Thisis evidenced by the fact that the Minister, Greg Clark, and the Chair of the Electoral Commission, Jenny Watson, readilyagreed to come to and speak at Conference. I look forward to what they have to say and their continuing engagementwith the AEA.

Chief Executive’sForeword

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As usual, the Conference Working Party under the careful leadership of James Stevens has worked extremely hardbehind the scenes in making the arrangements for this Annual Conference. The members of the team know that wehave much to live up to when we consider past successes and we constantly strive to improve year on year. I am alwayssurprised at how much detail goes into putting together the Conference programme and making the many and variedarrangements which represent the very professional way in which this event is now organised and presented. On behalfof all those attending, I would want to place on record my appreciation of the efforts made by all those involved in theplanning and delivery of the Conference including the speakers at the plenary sessions and the trainers responsible forthe delivery of the workshops.

The changes which we make each year are based largely on the feedback we receive about the previous Conference.The Working Party spends some time in learning from that feedback including building on our strengths and seekingto rectify our weaknesses. Please make sure that you complete your questionnaire this year.

The Association has again had a challenging year but, I believe, we are stronger for it and are making a difference at anational level. There is still much to do as an organisation. Equally, the challenges facing the profession as a whole andour members individually are just as intense if not more so than they were a year ago. We will continue to strive to ensurethat electoral administration in this country is of the highest quality and that it provides a level of confidence and trustthat the public should both expect and deserve.

I sincerely hope that you will enjoy the 27th Annual Conference of the AEA and that you will take full opportunity ofwhat it has to offer. I also hope that you will leave Blackpool feeling reinvigorated and refreshed and ready to facewhatever lies ahead in terms of improving this cornerstone of the democratic process. One thing is certain – having gotthis far, the AEA is here to stay and here to support you in the important work that you do.

John Turner

Chief Executive

February 2014

Annual Conference 2014

Welcome to what must surely be one of the most historic of all AEAConferences. Facing and preparing for change has for long been atheme of our gatherings but the challenges we face in 2014 surelysurpasses the most dramatic of years.

The decision is made, and Great Britain is joining Northern Ireland ingetting Individual Electoral Registration. The winter canvass hasessentially run right up to the election period, and as we cometogether in Blackpool is, for many, still going on. EC6 forms arecirculating around the country and I, for my part, am amongst thoseplanning not just for European, but also for all–out Council elections.

Then on 10th June it’s my Confirmation Live Run and I haven’tforgotten that the space between major Polls this year and in 2015is nowhere a full twelve months. As Scots go to the polls in theSeptember Referendum, Haringey will be planning for both the 2015

General Election and the 2016 London Mayoral and Assembly Elections.

We all know that there just isn’t much space for actual life in the unfolding electoral timetable and this conference isabout supporting each other to deliver all the initiatives we have to deal with in a professional and effective manner,so that we continue to deliver our essential democratic function in a way that remains accepted and respected by theelectors we serve.

We have major polls to deliver. We are transforming the process of registration. We have to do this with new as wellas existing stakeholders, partners and relationships and we will not be as isolated in the work that we do as perhapswe once were. I very much appreciate that many of our partners will be here at this conference and working hardalongside us, but I am absolutely clear that the sheer scale of change now unfolding could not be delivered withoutthe AEA or individual commitment of its members.

Our hosts here in the North West have given a “wizardry” theme to our social event. It seems an apt choice. I hopethat at this conference, you will find not only concrete and vital help, support and ideas to get you through 2014, butalso a little bit of magic.

George Cooper, Chairman of the AEA and Head of Electoral Services, London Borough of Haringey

Chairman’s Welcome

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Joe Bradley

Joe Bradley is the owner of Joe Bradley Associates Ltd training consultancy. Joe has delivered a range ofcourses for the AEA and Electoral Commission on topics such as personal development and team building,effective presentation and train the trainer. He has also been invited many times over the past 20 yearsto deliver a session at our annual conferences. Joe has worked alongside many of our trainers to help themdevelop the styles and content of their training. He has also helped the International Foundation forElectoral systems to develop the training skills of local staff in Moldova, Jordan, Nigeria and Cairo. He saidhe is looking forward to the evening session and hopes to meet up with some old friends.

He says that “If you can’t explain the link between education and entertainment then you don’t knowthe meaning of either”

Plenary Sessions

1. How to create and maintain a positive workforce

Everyone will be working under even greater pressure this year and some election staff may feel press-ganged into it. Butdon’t worry – you will be given some useful tips to keep us smiling through.

2. Scotland - The Challenges

Learn how our Scottish colleagues are dealing with the new challenges registering 16 and 17 year olds bring and also howtheir preparations for the forthcoming referendum are progressing.

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Andy Tiffin

Andy's first experience of managing elections was the combined European and local government poll in2004 at which, and with only 6 months experience in local government to his name, just surviving seemedan over ambitious expectation.

Prior to joining local government he worked in general management and process redesign within thefinancial services sector.

He grew up in Northumberland, from where he could see the Scottish border from his window. Insteadof heading north for work, he went south and now works at Hart District Council in Hampshire, whichaccording to the Halifax is the best place to live in the “current” UK. He is also Deputy Monitoring Officerfor his authority.

He is currently Vice Chair of Southern branch, sits on the AEA board and also the Electoral Commission’sElections, Referendums and Registration working group.

Kate Crawford

Kate is the Depute Assessor & Electoral Registration Officer for the area comprising Inverclyde Council ,Renfrewshire Council and East Renfrewshire Council which 3 authorities make up the Joint Board forwhom she works. Kate was appointed Depute in September 2007 and joined the AEA shortly after.

Kate is currently the Chair for the Scotland & Northern Ireland Branch of the AEA.

She has given evidence to the Scottish Government Select Committee for the referendum legislation andhas also been a member of a working party set up to discuss issues arising from this legislation.

Having been born and bred in Paisley she comes from a household which supports the local footballteam of St Mirren, which just goes to show she is an optimist by nature !

Susan Findlay

Biographical details were not available at the time of going to print.

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Lindsay Dixon

Lindsay is Head of Electoral Services at Sunderland City Council, a position she has held for 8 months,having been with the authority since 2008. Prior to working in Sunderland she was employed in electoralservices at South Tyneside Council where she joined after studying Geography and Mathematics atManchester University.

Lindsay holds the AEA Diploma, is a member of the Conference Working Party and she is also a memberof the Elections, Referendums and Registration Working Group.

Maria Hannan

Maria Hannan has worked on the Electoral Registration Transformation Programme since 2011 as Headof Research, leading and evaluating a series of data matching pilots as well as a range of other socialresearch to provide an evidence base for the Programme. Since October 2013 Maria has also been ProjectDirector for Customer Registration with responsibility for maximising registration, customer journeys(including forms and online registration) and student registration. Maria also leads on work to look at howwe may maximise the benefits of IER in the future as well as wider benefits realisation.

Prior to joining the Cabinet Office Maria worked on policing research for the Independent PoliceComplaints Commission and the Home Office and has a PhD in law from King’s College London.

3. Maximising Registration

Share good practice on maximising registration work. The speakers will be outlining the work they have undertaken,setting out some of the key successes/achievements and also lessons learned from undertaking the activity, particularlywhether they would do certain things differently in the future.

Susan Hutson

Susan has just celebrated 40 years in local government, most of which have been spent in ElectoralServices in different roles. She became Electoral Services Manager at Kirklees Metropolitan Council in2003.

She has been involved in ten parliamentary elections and there has rarely been a year when she has nothad a major election to organise. One of the most challenging was the all postal pilot in 2004 in theYorkshire and Humber region.

She has seen many changes in electoral services in her career including computerisation of electoralregistration data and the introduction of postal voting on demand.

Most recently Susan has been involved in preparing Kirklees for the transition to Individual ElectoralRegistration and this, along with the combined European and local elections in May this year will be herfinal challenge in this role as she plans to retire in June 2014.

For the last two years Susan has been the Chair of the North East and Yorkshire Branch of the AEA andsays that she hopes to continue in that position for a while post retirement.

Outside work she researches her family history and plans to do more volunteering as secretary of theHuddersfield & District Family History Society following retirement.

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Susan Saunders

Susan's employment history started in banking and after several promotions she joined BradfordMetropolitan District Council within Electoral Services. For several years she managed the work-lifebalance bringing up her daughter and on return to full time work was promoted to the post of ElectoralServices Manager.

Following changes to legislation in 2001 and new options for voting, Bradford had to set out a whole newset of priorities to promote democracy, but also to impose measures to protect integrity. Susan has beenworking with partners on this to develop integrity guidance.

Future priorities are to further develop the integrity work started, shape a relatively new Electoral Servicesteam and continue partnership working to utilise the skills base across the Council.

Ian Farrow

Biographical details were not available at the time of going to print.

John Turner

John Turner retired in October 2003 as Deputy Chief Executive at Norwich City Council. He was ReturningOfficer for the City and, in that capacity, ran various pilot elections including two full electronic pilots. Hehas been involved in elections for some 30 years and has been involved in training in this area of workfor the last 25 years or so. John is Chief Executive and Life Vice-President of the Association of ElectoralAdministrators and was a member of the Howarth Working Party on Electoral Procedures which providedthe recommendations leading to the range of reforms to Britain's electoral system since 1997. He has justbeen appointed by the Government to the Electoral Registration Transformation Programme Board. Heis also the Chairman of the AEA's Qualification and Examining Boards. He has had considerable experiencein international electoral matters and has worked in various countries in four continents of the world. Heis also involved with a number of other public bodies with interests in democratic and electoral matters.

4. Keynote Speech

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The Rt Hon Greg Clark MP

Greg Clark was appointed Minister of State on 7 October 2013. He has been the Conservative MP forRoyal Tunbridge Wells since 2005.

Greg was born in Middlesbrough and studied economics at Cambridge before earning his PhD from theLondon the School of Economics.

He was Director of Policy for the Conservative Party from March 2001 for three successive Leaders; WilliamHague, Iain Duncan Smith and Michael Howard, before being elected as the Member of Parliament ofParliament for Tunbridge Wells in 2005. He was appointed Minister for Cities in July 2011 and FinancialSecretary to the Treasury in September 2012. Prior to that, he was appointed Shadow Secretary of Statefor Energy and Climate Change in October 2008, having previously been Shadow minister for Charities,Social Enterprises and Volunteering. Before joining the Treasury, Greg’s previous position was for Ministerof State at Communities and Local Government, with responsibility for Decentralisation and PlanningPolicy.

Before entering politics, Greg worked for the Boston Consulting Group, one of the world’s top businessstrategy firms, and was posted to the USA, Mexico, South America and Iceland, as well as working forclients in the UK. He has also worked as Head of Commercial Policy at the BCC.

Greg and his wife have 3 children and live in Royal Tunbridge Wells.

Martha Matheou

Martha Matheou is the Electoral Services Manager at London Borough of Sutton. Originally joiningLondon Borough of Merton in 1996, Martha has facilitated all major elections. With her dedication andpassion for her career, she has obtained the AEA Diploma and is an active member of London branch.Martha is currently Deputy Chair of London AEA branch and is an AEA Board member. Martha is heavilyinvolved in the preparation and implementation of IER, including UAT software testing and acting as theLondon representative for the IER focus group for her EMS supplier. When not running the office, Marthaenjoys time with her family and seeing the world through the eyes of her 10 year old son Matthew.

5. IER - How, What and When

Yes, it’s nearly upon us and we are sure that you are wondering how it will all work. This session will not only update you onthe status of implementation nationally but all the latest information on how, when and what you will need to do to makethe transition a smooth one.

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Colin Dingwall

Colin has been Programme Director for the Electoral Registration Transformation Programme since April2010. Prior to this he was Head of Performance and Delivery in the Department for Communities and LocalGovernment, overseeing delivery of the department’s portfolio of high risk projects and programmes.Before this he was head of Civil Partnership implementation, leading the development of policy, deliveryof legislation and then implementation of the Civil Partnership Act 2004 in local authorities across thewhole of the United Kingdom. Prior to joining the civil service in 2000, he worked in Westminster and inthe Scottish Parliament. Colin is a graduate of Edinburgh University in Politics and Modern History andlast year completed a Masters in Public Policy and Management at Birkbeck College, University of London.

Andrew Scallan

Andrew is the Director of Electoral Administration at the Electoral Commission. He joined the ElectoralCommission in October 2006 from Manchester City Council where he was the Deputy Returning Officerand Head of Statutory Services. In that job, as well as elections, his responsibilities included the registrationof births, marriages and deaths; the coroner’s service, licensing; trading standards and environmentalhealth.

Andrew has worked in elections since 1983 and is an honorary member of the Association of ElectoralAdministrators, having served as Honorary Secretary and Vice-Chairman. He is a former joint editor ofSchofield’s Election Law and has been a trainer and consultant on elections in this country and in emergingdemocracies.

Karen Quaintmere

Karen's experience in electoral administration started on the Isle of Wight when she joined the electionsoffice full time in 2000, and at the same time became a Member of the AEA.

Karen joined the Practice Team at the Electoral Commission in 2002. During her time there, Karen’sresponsibilities included leading the Commission's work across the full range of electoral administrationissues, including guidance, electoral policy and integrity.

Since joining the AEA as Assistant Chief Executive in 2010, Karen has been largely responsible for theAssociation's policy and development portfolio, producing elections and referendums reports, andresponses to the many policy consultations.

6. Electoral Commission

This session will focus on the shared concerns that we all face in putting the voter first; the changes the ElectoralCommission have made to their approach as a result of feedback, and the challenges that remain through the elections in2014 and 201.

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Jenny Watson

Jenny has been Chair of the Electoral Commission since January 2009, having been reappointed byParliament in 2012. She is currently a Board member of WRAP and Vice Chair of the Money Advice Trust.Since September 2103 she has been Chair of the Independent Complaints Panel for the Portman Group.

Jenny is a former Chair of the Equal Opportunities Commission. Although her early working life was inthe not for profit sector, working at Liberty, Charter88 and Victim Support, she has twice run her ownbusiness.

Jenny is a graduate of Sheffield City Polytechnic and has a Master’s degree from the University ofWestminster. She has been awarded honorary doctorates from Sheffield Hallam University and theUniversity of East London.

Andrew Francis

Andrew is Electoral Services Manager at South Cambridgeshire District Council, and also occupies theprestigious role of Secretary to the Eastern Branch of the AEA.

Andrew’s first experience of election work came in 2009, when he was given his big break by the currentDeputy Chairman of the AEA, who recruited him to act as a poll clerk and count assistant at combinedEuropean and County polls. So keen was she to avoid him counting again, she subsequently recruited himto work in the elections office. Andrew took on the lead role after only 11 months in the team.

Andrew has a diverse educational background with an undergraduate degree in Film and a postgraduatedegree in Computer Science. The holy trinity of academic achievement was complete in 2012 whenAndrew gained his Certificate in Electoral Administration.

Outside of work, Andrew is married with a two year old daughter, and is yet another supporter of soonto be League 2 Football Club, Cambridge United.

7. European Elections

We know now that for many of us the polls will be combined with local elections and which boundaries they will be run on.How are we going to cope with it all? Most issues will (hopefully) have been resolved by now but this session will ensurewe are all singing from the same sheet.

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Dave Smith

Dave Smith is the Chief Executive of Sunderland City Council. Born in Salford and educated at SheffieldUniversity, he joined the council in 2005 and was appointed Chief Executive in 2008.

A career public servant, Dave has worked in a variety of roles including social care, housing and economicregeneration. Having completed a master’s degree at Manchester University, Dave was awarded his PhDin 1995 by the University of Warwick following a five year research programme. Dave has a particularinterest in the use of new technologies to support more effective, efficient and joined-up public servicedelivery and has been involved in the IBM Smarter Cities programme since 2009.

Dave sits on the Government’s Local Public Data Panel, the Elections and Referendum Steering Group andthe Department of Health’s Transition Board. He is a non-executive board member for the Cabinet OfficeElectoral Registration Transformation Board and leads on elections and democracy for SOLACE (Societyof Local Authority Chief Executives).

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Lea Goddard

Lea is currently Head of Elections, Civic and Registration Services at the London Borough of Croydon. Hestarted his local government career, in the days of sealing wax and taper, at the old Cardiff City Counciland has worked at Hove, Westminster and Lewisham Councils. He has worked in a number of roles withinthe Democratic Services discipline, with electoral services being the common theme throughout his career.Lea has organised or run interference, depending on whom you talk to, on all major elections in a careernow spanning ???? years and no he’s not going to tell you how many.

In his spare time Lea is a keen runner, note not jogger, and still completes at many races andchampionships. All this running will explain why he is always thirsty and therefore never far from the bar.

Christine Fisher

As a Chief Executive/Returning Officer for the past 9 years, Christine has extensive experience in overseeinga variety of elections, including two full District and Parish council elections as well as numerous by-elections. She has been Acting Returning Officer for two UK Parliamentary elections and Deputy ReturningOfficer for three Leicestershire County Council elections. Christine was the Local Returning Officer for theEuropean Parliamentary election in 2009, Local Counting Officer for the UK Referendum in 2011 and thePolice Area Returning Officer for the PCC elections in 2012.

Christine is a member of the SOLACE Elections and Democracy Network Board and has worked in thepast with the Electoral Commission on reviewing performance standards.

Throughout her career in local government, she has focused on value, efficiency and outcomes and theseprinciples apply equally to her role as Returning Officer. For the PCC elections, Christine in her role asPARO, engaged and involved the LROs/electoral administrators in making joint decisions. For theforthcoming European elections, she has been appointed as the County Lead for Leicestershire and actsas the liaison between her colleagues in the County, Leicester City, Rutland Council and the RegionalReturning Officer.

Laura Lock

Laura Lock is Electoral Services Manager at Huntingdonshire District Council as well as being a memberof the Cabinet Office’s Expert Panel on Individual Electoral Registration and the Deputy Chairman of theAEA.

In this important plenary, Laura will chair a session focusing on significant changes to the election process,which could be easy to overlook in the IER landscape.

In her life outside of electoral administration (she keeps telling herself there is a life outside of electoraladministration), she remains a committed Cambridge United fan who is hopeful that 2014 will see herteam regain their rightful place in the football league.

8. Reform of Electoral Law - Update

Receive an update from the new Public Law Commissioner on the current situation.

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Nicholas Paines QC

Nicholas Paines QC was appointed as Law Commissioner with responsibility for public law on 18November 2013. The electoral law project is one of the public law projects he oversees. He previouslypractised EU and public law as a barrister in chambers in London, and also as a member of the Bar ofNorthern Ireland. He sits as a Deputy High Court Judge in the Administrative Court, a Deputy Judge ofthe Upper Tribunal (Administrative Appeals Chamber) and the First-tier Tribunal (Tax Chamber) and aRecorder in the Crown Court.

George Cooper

George has a total of ten years’ experience managing electoral services across two large Boroughs andis Chairman of the AEA. He has held branch level-offices in both the West Midlands and London and hasserved on a number of sub-groups of both “London Elects” and the Electoral Commission, and sinceOctober 2012 has been a formal adviser to the Commission in preparation for IER.

His twenty-four year local government career has been varied, including at various points involvementin everything from housing maintenance to flood defences, but supporting electoral events has been atheme from the very beginning back in 1989.

He sustained two electoral pilot schemes including one in his very first election as a manager, and hisbelief that the AEA is indispensable to the support of colleagues in the business of elections has grownsince that time.

George holds the AEA Certificate, and a Master’s Degree in British Politics from Hull University, his thesisbeing on the subject of electoral systems.

Originally from Staffordshire, George has two daughters and now lives near Cambridge.

9. IER

What next?

Bill Crawford, OBE

Bill is currently the Executive Director (Commercial) of the AEA.

As a career Local Government Officer, Bill worked in electoral services in the North East of England startingin 1969 and worked for Sunderland City Council from November 1975 to June 2013.

Bill joined the AEA in 1988 and has been a member of the seminar/conference working party since theScarborough conference in 1989.

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Neil Middlehurst

Neil Middlehurst has worked in local government since 1983 at West Lancashire DC, his first electionwas in 1984 when he was a poll clerk in a very non accessible caravan!

Neil moved to Sefton Council in 1997 and became Head of Electoral Services in 2003. For anyone notknowing where Sefton is, well it is north of Liverpool and home to Aintree Racecourse and Royal BirkdaleGolf Club. In 2004, ahead of the all-postal elections in the North West, Neil was part of the group thatbrought together the joint working partnership across Merseyside. The Merseyside ElectoralAdministration Team, or MEAT as we prefer. MEAT 10th Anniversary celebrations will be taking place postelection this year!!

Neil was elected as Vice–Chairman of the North Branch of the AEA in 2008 and was elected to the Chairin 2009. Neil Is also the IER County Lead for Merseyside.

Away from the office Neil is married with two boys, Sam and Harry. Neil spends all his spare time actingas a chauffeur for Harry. He has had a lifetime love affair with Liverpool Football Club.

10. Election Fees and Charges and RTI

Find out the results of the consultation on the Elections Funding Review, learn what’s new and how you can account forGovernment funding. Also get an update from HMRC about how RTI will affect you.

Paul Docker OBE

Paul Docker has worked within the legislative, courts and policy areas of central Government for over 25years and within the electoral policy area for 10 years after joining the Electoral Policy Division in August2003. Initially Paul led the work on the June 2004 all-postal pilots before taking on the overall ElectoralModernisation Programme from April 2005 to 2008.

Since then Paul has held a number of roles that have focused on the strategic, policy and legislative areasof development and is currently Head of Electoral Administration in the Elections & Parliament Divisionwhich is part of the Constitution Group within the Cabinet Office.

Peter Stanyon

Peter has been a member of the AEA since 1988 and was honoured to serve as its Chairman in 2010. Heis well known for his efforts as a trainer, usually trying imaginative ways to explain often technical andchallenging subjects ... long-term attendees may well remember puppets, hats, Thunderbirds and rolls ofhazard tape as props in the past! He is once again reunited in workshop delivery at this year’s conferencewith long term sidekick Sally Sprason … and PowerPoint will apparently not be on the agenda!

He is one of the Association’s team of examiners and a member of the Foundation Course writing anddelivery team. He also sits as a member of the Cabinet Office’s IER Expert and Implementation Panelsand was a member of the team that wrote the well-regarded IER manual presented at the ALIERT training.

Peter is employed by the London Borough of Enfield and continues to support his beloved Luton Town… be nice to him as he is labouring under the conviction that this year is the year!

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Adam Shoesmith

Adam Shoesmith joined the Civil Service in 2007 and has worked largely in the centre of Government forthe Office of Government Commerce and the Cabinet Office.

Adam has been involved with projects looking at procurement capability reviews of central Governmentdepartments and improving access to Government contracts for SMEs. Following the election in 2010,Adam worked in the Efficiency and Reform Group of Cabinet Office, specifically on departmental spendingcontrols, business planning and identifying cost savings.

In 2011, Adam was seconded to the Government Olympic Executive to deliver a ministerial dignitarymanagement programme at the Olympic and Paralympic Games 2012.

He began his current role as Head of Elections Funding within the Elections and Parliament division ofCabinet Office in January 2013.

Steve Shorrock

Steve started in the department in 1983 working in processing until 2002.

From 2002 Steve became a Customer Account Manager and single point of contact for 120 largeemployers until 2005.

From 2005 Steve started working for the Data Quality Programme, championing Data Quality. He workedclosely with Employers, Consultants, Payroll Bureau and HMRC experts using his PAYE knowledge toinfluence the Data Quality projects such as the Large Scale Employer Cleanse Pilot.

From 2006 to September 2010 Steve was the Taxpayer Standards Forum (TDSF) secretariat, a vehicle forresolving employers and HMRCs Data Quality issues. The forum is HMRC’s Key Engagement forums fordata quality issues and is made up of employers, pension providers and 3rd party bureaux.

Since September 2010 Steve has worked as one of the leads on the HMRC RTI Data Improvement Projectvisiting over 200 employers to discuss data quality.

West Midlands Branch 7:00pm

Wales Branch 7:05pm

Southern Branch 7:10pm

South West Branch 7:15pm

South East Branch 7:20pm

Scotland Branch 7:25pm

North West Branch 7:30pm

North East and Yorkshire Branch 7:35pm

London Branch 7:40pm

Eastern Branch 7:45pm

East Midlands Branch 7:50pm

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Stand Company Sponsoring1 Print Image Network Ltd Pads and Pens

2&3 Halarose Social Night Quiz

13&14 IDOX Elections Delegate Bags

17 Accelerated Mailing & Marketing Annual DinnerDelegate Badges

18 FDM plc Brochure

Sponsors

Electoral Reform Services and Xpress Software Solutions are proud to present ‘The 2014 Branch Photographs’! Theywill take place on Monday evening during the drinks reception before the Annual Dinner. Please be in the bar readyfor your timeslot!

Photo Opportunity

Annual Conference 2014

Branch Name Time

Annual Conference 2014

Page 17

Hamilton

Floor plan – Hilton Hotel

QueensSuite

Exhibitors

Nelson “Royal Suite”

Plenary Sessionsand Dinner

Lancaster Suite

Reception

Lobby

Ent

ranc

e

GamesRoom

Lobby

AEA Office

EntranceHall

Workshop Title

Rolling Registration under IER

Reviews of Registration under IER

Non-IER changes coming into effect in 2014

Location

Royal Suite

Lancaster

Nelson Room

TuesPM

1C

2C

3C

TuesAM

1B

2B

3B

Mon PM

1A

2A

3A

Back of the Royal Suite

Neville

Map to Workshops

Workshops

1. Rolling Registration Under IER

What will it look like? What changes do you need to consider? Where are the pressure points? How will it actually work?Practical issues will be discussed in this interactive workshop, giving you food for thought and ideas to take back to yourworkplace.

Annual Conference 2014

Page 18

Sally Sprason AEA (Dip)

Sally works as the Electoral Services Manager for Swindon Borough Council. She is responsible for allaspects of electoral registration and the organisation of elections and referendums within the Borough.Sally gained the AEA certificate and went on 2 years later to complete the AEA Diploma.

Sally is an AEA accredited trainer and has delivered workshops at conference for many years and is anapproved AEA examiner for the association

Appointed as IER County lead for both Wiltshire and Gloucestershire, Sally is enjoying taking part inregular county meetings that help to promote the sharing of ideas for IER, and to keep up to date withhow the planning for IER is being progressed.

Peter Stanyon

Peter has been a member of the AEA since 1988 and was honoured to serve as its Chairman in 2010. Heis well known for his efforts as a trainer, usually trying imaginative ways to explain often technical andchallenging subjects ... long-term attendees may well remember puppets, hats, Thunderbirds and rolls ofhazard tape as props in the past! He is once again reunited in workshop delivery at this year’s conferencewith long term sidekick Sally Sprason … and PowerPoint will apparently not be on the agenda!

He is one of the Association’s team of examiners and a member of the Foundation Course writing anddelivery team. He also sits as a member of the Cabinet Office’s IER Expert and Implementation Panelsand was a member of the team that wrote the well-regarded IER manual presented at the ALIERT training.

Peter is employed by the London Borough of Enfield and continues to support his beloved Luton Town… be nice to him as he is labouring under the conviction that this year is the year!

Frances Cleland

I began working in local government when I left university as I didn’t know what I wanted to do with mylife (who does really?) and fell into the electoral world in 2008 when I was appointed as Electoral ServicesManager for Winchester City Council. I worked there for 5 years before moving to Test Valley BoroughCouncil at the end of 2013.

I am currently Secretary for the AEA Southern Branch, a position I have held for the past few years, as wellas Secretary for the Hampshire & IoW Electoral Administrators Conference. I was lucky enough to beappointed as an AEA Trainer in 2013 and, having been thrown in at the deep end with the IER training,I am excited to be delivering my first Conference Workshop this year.

Annual Conference 2014

Page 19

Emily Yule

Emily joined Electoral Services in 2008 after a brief stint as a Deputy Town Clerk. She is now AssistantOperations Manager for Democratic Services and has responsibility for Electoral Services, CommitteeServices, Information Compliance and Business Support for the Legal Services Team. Emily hopes to bringa fresh perspective to electoral administration and is always keen to challenge historic processes with newand creative solutions.

In her spare time (what’s that?) Emily can be found tending to her brood of 4 chickens, practising Kendoand attempting to learn the Japanese language.

3. Non IER Changes Coming Into Effect in 2014

It’s not all just about IER you know! Learn what other legislative changes have been introduced and what they will mean toyou and your working processes.

Rob Curtis

Rob is currently the Electoral Services and Land Charges Manager for Wycombe District Council havingjoined the authority in October 2013. Rob has worked in Electoral Services since 1993 for 4 differentcouncils and has been an AEA accredited trainer for the past 7 years. He still manages to walk around arugby pitch most Saturdays with the inevitable consequences and in terms of the years he can keepplaying is completely delusional. He will be in the bar.

2. Reviews of Registration Under IER

Review, review, review – Under IER is this now the way to maintain the accuracy of your register? Understand the optionsavailable to you with this step by step workshop which will enable you to make the correct decision whether to review ornot to ensure that your register is as accurate as you can make it.

Annual Conference 2014

Page 20

Liz Read

Liz has been involved in Elections and Electoral Registration for over 20 years (I know hard to believe!!)Liz has worked for Coventry City Council for almost 3 years prior to that worked at a District authority sohas experienced the issues from small district and a metropolitan authority perspective. Liz has previouslybeen Chairman of the AEA, and the East Midlands Branch. She has also been involved in training withthe AEA since 1999 and holds the AEA Diploma. Liz is looking forward to this workshop as it is non- IERrelated!!

Annual Conference 2014

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Annual Conference 2014

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Exhibitor Floor plan – Foyer – Hilton Hotel

ReceptionConcierge

Lifts

Exhibition

Up

20 & 21Pakflatt

Phones & Computer Station

PlenaryHall

22C

abinet Office

HotelEntrance

23D

emocracy

Counts

We are at the forefront of IER knowledge, legislative developments and practical solutions for all form requirements.From complex A3 HEFs and ITRs to confirmation letters we have solutions to suit all types of mailings, Network Postis especially designed to save time and money on small non-complex mailings, such as confirmation and reminderletters. Our unrivalled reputation for reliability and professionalism, is further enhanced by accreditation to ISO 9001(Quality) ISO 27001 (Information Security), Customer Service Excellence (Charter Mark) and Investors in People.Experienced and dedicated account managers provide first-class account management, commitment, schedulingexpertise and legislative knowledge.

Annual Conference 2014

Print Image Network Ltd

John Foster, Steve Power, Tony Slater

0161 209 4800

sales@printimagenetwork.com

1

0161 209 4804

Stand

Fax

Organisation

Contact Name

Telephone

Email

Halarose is a leading provider of innovative and dependable software to electoral offices who want a system thatoffers uniquely intuitive menus and screens to help them deal with the complexities of registration and elections.

Our IER solution is created in close collaboration with not only the Cabinet Office, but also our Focus Group whoprovide invaluable feedback to our Engineering Team at key development milestones. The new functionality is testedby a wide variety of users to ensure intuitive use. Finally, a group of our users put the functionality through a thoroughuser acceptance testing, so we know our solution fits the bill. Come along to our stand for a quick demonstration ofour IER solution.

We are also the proud UK strategic partner to Scytl, and will be demonstrating our unique eLearning solution, ElectionTrainer, as well as our Election Night Reporting (ENR) product, which is the perfect solution for results consolidation,display and publishing.

As proud sponsors of the Social Night, we look forward to welcoming you at our stand so you can find out how weknow our software will deliver and surpass our customers’ expectations.

Halarose Limited

Ellie Griffiths

01491 682 120

ellie.griffiths@halarose.co.uk

2&3

08704 292 764

Stand

Fax

Organisation

Contact Name

Telephone

Email

Page 23

Annual Conference 2014

Page 24

Professional Election Solutions is a leading name in the supply of innovative election products which will make yourcampaign run efficiently. Here at the AEA conference, we have our popular “Ultimate” voting booth which featuresa dynamic structure that can be installed quickly and easily and comes complete with a height adjustable writingsurface for accessibility. The stand also has non-scratch feet and is guaranteed for 10 years. The high quality standcan be complemented by a range of products including additional screens for display and directional signage for theexterior of your polling station. Also available are a custom designed bag for ease of carrying and LED lighting.

Professional Election Solutions

David Redhead

0191 4910097

info@astley-uk.com

5

0191 4910158

Stand

Fax

Organisation

Contact Name

Telephone

Email

Smith & Ouzman Ltd are pleased, once again, to be supporting the AEA National Conference. We are showing ourfull range of Election Forms from Poll Cards, Ballot Papers, Postal Voting Packs and IER Forms.This year we are focusing on the European Election and can confirm we are able to Print Ballot Papers up to 19 Candidates deep at 35mm / Party Our emphasis is on the secure control of customer data by our own IT specialists, production of time critical Formswithin a secure and audited factory environment with direct daily collections from our factory by Royal Mail toprovide a total in house Service.We look forward to meeting you at our stand and to try a cup of our ‘designer coffee’.

Smith & Ouzman Ltd

Ted Ryan

07887 543408

tedryan@smith-ouzman.com

6Stand

Fax

Organisation

Contact Name

Telephone

Email

Document Technology Ltd has delivered efficient and cost-effective ballot and election services to local authoritiesacross the UK for over 15 years. We are the specialist elections division of Stephen Austin, a long established securityprinting group.

We have the depth of expertise and resources to fully meet the complex requirements of this year’s elections. Lookingto June and beyond, we are prepared for the challenges in the IER transition and are on hand to produce and mailall the required forms in the swiftest timescales at economic postal costs. Please contact us during the conference.

Document Technology Ltd

Liz Philpot

01992 585855

info@document-technology.co.uk

7Stand

Fax

Organisation

Contact Name

Telephone

Email

Annual Conference 2014

Page 25

PRINT.UK.COM is a highly respected provider of electoral services, with a Head Office in Slough and further productionlocated in Radstock and Livingston. Established in 1992 and members of the BPIF and AEA we are accredited to ISO9001 2008 (Quality), ISO 14001 (Environmental) and ISO 27001 (Data Security).Advanced data processing and personalisation are two of our key areas of expertise; and with full in-house productionand studio facilities we provide the design and production capability for all forms of electoral documentation. With state-of-the-art technology, excellent staff and best business practices, we service over 80 Councils, not only forelectoral work but also Cross Media Solutions, Annual Council Tax, Daily mailings, Landlord Notifications, Rent Cards,Court products and more

PRINT.UK.COM

Neil Batt

01753 567100

neil@print.uk.com

8

01753 567200

Stand

Fax

Organisation

Contact Name

Telephone

Email

There has never been a better time to ‘Make The Switch’ to ERSL and Xpress than 2014.

Xpress Software Solutions is laying the strongest foundations for the transition to IER, and is the leading internationalsupplier of Election Management Software, providing 203 Local Authorities with its cutting edge software andservices.

ERSL and Xpress are working tirelessly to ensure our IER solution is innovative, intuitive and the most cost effectiveoption for you. With seamless transfer of data, a full suite of all required IER printed items and other IER servicescreated with you in mind, we hope you agree that the ERS Group is the natural choice for all of your IER needs.

The e-modernisation era within local government is well underway; high on the agenda is the electronic delivery ofdemocratic information. The modern.gov committee decisions management system is now used by over 190customers. Can your Democratic Services Team benefit from going ‘paperless’?

For more information on how you can take advantage of any of the ERS Group’s services, be it ERSL, Xpress orModern.Gov, please drop by our stand and talk to one of our friendly team.

Electoral Reform Services, Xpress and Modern.Gov

Hannah Lake

020 8365 8909

Text

9 & 10

0208 365 7013

Stand

Fax

Organisation

Contact Name

Telephone

Email

Annual Conference 2014

Page 26

Document Outsourcing Limited are delighted to be attending the AEA Annual Conference. As a critical mail specialistwith almost 20 years of Local Government experience we are well placed to be of service to provide print,personalization and postal services for your Individual Electoral requirements. With ISO 27001 and ISO 9001accreditations we have the security, quality and business continuity capacity to supply this key suite of documentrequirements. Our primepost postal service provides day definite delivery for both bulk and daily production. Thisallied to our PrintNet service allows our clients to amend, update and proof their own documents, gaining access toprofessional and secure production capacity and the UK’s leading zonal postal service.

Document Outsourcing Limited

Gerry Crawley

01698 8479797

gerry.crawley@dolmail.com

12

01698 847980

Stand

Fax

Organisation

Contact Name

Telephone

Email

Whether you are looking for advice on implementing IER, the forthcoming elections and referendum or any aspectof our software, print or postal vote managed services, our team of experts will be on hand to discuss or demonstratea solution to meet your needs.

Idox Elections is your trusted partner, helping you deliver IER as well as your key elections and referendums in 2014.

www.idoxgroup.com/elections

Idox

Tony Marshall

0870 333 7101

marketing@idoxgroup.com

13 & 14

0870 333 7131

Stand

Fax

Organisation

Contact Name

Telephone

Email

Shaw’s supply a full range of products for the administration of elections and referendums of all types. We have awell-earned reputation for providing the right products at affordable prices and, above all, a reliable service thatensures that you will not be let down.

A vast range of forms, notices and posters is augmented by a comprehensive equipment list that includes presidingofficers’ sundries, signage, voting screens and ballot boxes. Experienced staff will be on hand to discuss requirementsand provide individual quotations.

Shaw & Sons Limited

Crispin Williams

01322 621100

elections@shaws.co.uk

15

01322 550553

Stand

Fax

Organisation

Contact Name

Telephone

Email

Neopost enables effective communications for its customers. Having served local authorities and the wider publicsector for many years, we are highly versed in assisting organizations for all their communications needs.As with authorities generally, electoral services face many challenges today. One of the key current challenges is theimpending implementation of IER and the impacts on electoral services departments. Neopost is working with anumber of electoral services departments to enable effective implementation, by introducing solutions designed tomeet the specific volume and complexity changes that IER will bring.

Annual Conference 2014

Neopost Limited

Antony Paul

01708714576

Antony.paul@neopost.co.uk

16Stand

Fax

Organisation

Contact Name

Telephone

Email

Page 27

AM&M offer the complete flexible electoral communications solution. We utilise our 27 years’ experience to enhanceyour electoral services stationery. Our unique system can handle any data in any format to produce the layout andpersonalisation that fits your requirements. All data management is carried out in house, including the personalisationand printing of secure official marks, mailing of postal votes and printing of ballot papers. We understand yourrequirements and offer innovative solutions to make sure we deliver your print on time and to the standard youexpect. From initial design, through to print & production, AM&M can also produce canvass forms and manage theresponses via web, email, telephone or white mail.

Accelerated Mailing & Marketing

Alix Cox

01444 245917

Alix.Cox@accelerated-mail.co.uk

17

01444 870960

Stand

Fax

Organisation

Contact Name

Telephone

Email

FDM look forward to discussing our options for Individual Elector Registration that will ensure your transition goesas smoothly as possible. Our expert understanding combined with the latest technology will provide your authoritywith a long-term practical, flexible and reliable solution.

FDM have been at the leading-edge of electoral print and mail solutions for 20 years, and are the preferred supplierto over 50 local authorities across the UK.

For more info on IER and our other elections solutions, please see our website www.fdmplc.com or contact us atsales@fdmplc.com.

FDM Plc

Iain Bloomfield

020 7055 1600

sales@fdmplc.com

18

020 7511 0004

Stand

Fax

Organisation

Contact Name

Telephone

Email

Annual Conference 2014

Page 28

Twofold provide and support traditional and digital mailroom solutions. With the UK’s only Kofax Diamond partnershipand an Elite partnership with Fujitsu, we are well placed to advise on the quickest and simplest solution for you.We are proud to have over 200 councils currently being supplied and maintained by ourselves, these relationshipsmean we understand the need to provide the best value and ensure targets and deadlines are met. If you want professional and friendly advice why not pop over to our stand to see how we can help you process thelatest electoral documentation?

Twofold Ltd

Tim Miller

01189 519800

tim.miller@twofold.co.uk

19

01189 519899

Stand

Fax

Organisation

Contact Name

Telephone

Email

The Pakflatt Group is a long established expert in the design development and manufacture of World Class ElectionEquipment, with some 28 years experience.We have thousands of booths & ballot boxes being used in throughout the British Isles and our products are usedin some 500 counties across 31 states in America.We are about creativity and innovation and your problems are our greatest challenge. We specialize in world classproducts with an emphasis on accessibility, health & safety and convenienceI look forward to meeting all of you this year in Blackpool on stand no 20 where I will have samples of our productsfor you to see.

Pakflatt Group

Patrick McGonagle

patrick@pakflatt.com

20Stand

Fax

Organisation

Contact Name

Telephone

Email

Annual Conference 2014

Democracy Counts – Innovation and Common Sense Combined

With the introduction of IER, the sector is going through the biggest change in a generation. Do you truly understandand are you able to communicate with your Electorate delivering:

“The Right Message - At the Right Time - Through the Electors Channel of Choice”

In enabling you to do this and by using technology to support you in areas such as mobile canvassing using tabletsand data mining, Democracy Counts can help you maximise registration, remove resource strain and cut out allunnecessary communications and cost. We also GUARANTEE that we will improve your levels of engagement &participation.

It is our job to help you work SMARTER NOT HARDER!

Democracy Counts is able to provide you with an IER Solution that delivers full IER Readiness NOW, making us theONLY fully prepared EMS Supplier – Are you really willing to risk non-compliance and failure?

With the only truly integrated and most technologically advanced approach to Individual Electoral Registration andElection Management, we can remove any concerns you may have around IER and make your life easier - Visit uson Stand 23 to find out how!

Democracy Counts Limited

Simon Verdon & Michael Coleman

07957 880 480 & 07900 162 831

sales@democracycounts.co.uk

23

0845 862 2659

Stand

Fax

Organisation

Contact Name

Telephone

Email

Page 29

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Notes

Fully on line

Automated data transfer

Complete control and confidence

Accepts all software types

100% accuracy

Easy to use forms

Time and resource efficient

Full postage saving

Next generation IER services from FDM

FDM Plc are the UK’s leading specialists indocument process automation. With 20 yearsexperience in elections services, we combineexpert understanding with cutting-edgetechnology to deliver accurately, on-time,without fail.

020 7055 1600 sales@fdmplc.com www.fdmplc.com