<p style=”font-size: 16px; color: #000000; font-family: Arial, Helvetica, sans-serif;”><span style=”color: #003366;”>Your entire life evolves around images. Just as every company has a corporate image, every individual also has their own Self-Image. This session will help you discover how to develop a Winner’s Image to achieve the success you want.</span></p>

<p style=”font-size: 16px; color: #000000; font-family: Arial, Helvetica, sans-serif;”><span style=”color: #003366;”>Bernadette is an experienced, energetic and enthusiastic high-performance, transformational coach. As a lawyer mediator, published author and trainer, Bernadette has an abundance of skills to help make a difference in people’s lives. A journey from litigation solicitor to Business & Family Peacemaker has been an exciting adventure over the last two decades. She is testimony to the fact that discovering and harnessing your own personal natural talent enables you to spend your time doing things you love, which then does not feel like work!</span></p>

<p style=”font-size: 16px; color: #000000; font-family: Arial, Helvetica, sans-serif;”><span style=”color: #003366;”>Bernadette has an easy and engaging style with a mission to “inspire you to find the best within yourself in order to give the best of yourself”. For Bernadette, it’s always been about empowering her clients to discover their own ‘Winner’s Image’, reach their full potential and support others to do the same.</span></p>

<p style=”font-size: 16px; color: #000000; font-family: Arial, Helvetica, sans-serif;”><span style=”color: #003366;”>To book your place on this workshop, contact Anita at anita@portfolioexec.com.</span></p>

Procurement for Non-Procurement People Course


The NW Lancashire Chamber of Commerce are running a ‘Procurement for Non-Procurement People’ course, on March 18th.

Do you know that even a modest reduction in your external spend can have a huge impact on your profits?

Using real scenarios to demystify procurement, this interactive, full-day workshop will show you simple tips and techniques that can deliver significant savings, without the need to invest huge resources, by simply applying a more structured approach to your buying and sourcing activities.

Mark Blanchard, Director of Orca Partnership, will introduce you to key concepts, tools and techniques and show you how to apply them to your own external spend. To book on this course, go to https://lnkd.in/dNTaUKP

Launch of The PortfolioExec Business Lounge


It’s lonely at the top! As a leader, you are expected to be all-knowing and infallible. You are not always able to discuss the things that REALLY matter to you with your staff. So, who do you confide in and bounce ideas off? What are the blockages that stop you from achieving your goals? What are your goals and when did you last review them? How do you stay focussed?

Membership of The PortfolioExec Business Lounge will allow you to access other senior leaders’ experience, knowledge and wisdom, and share your own, helping to develop the expertise and proficiency of everyone in the room.

With 5 – 8 businesses in The Lounge, challenges and successes can be given the time they require. Our professional facilitators will ensure the Lounge is a safe, relaxed environment where you can be open and honest. The discussions at each session will inform the next month’s agenda. You will have up to 2 seats in the Lounge, should you wish to bring in any of your managers to a session. Membership of the Lounge allows you access to a range of benefits.

For our first Business Lounge, we are offering a bursary for the first 3 months to each member who signs up for 12 months. Apply via our simple application process:- Contact Us


1-Hour Workshop: Project Management – How Not To Screw It Up

Are you running a project? How do you see the bigger picture while still keeping an eye on the detail? How do you manage both internal and external stakeholders? Are the desired outcomes clear? Whatever stage of a project you are currently in, this 1-hour session will provide you with guidance and useful strategies to help you manage all the different elements of your project and bring them together to achieve the results you desire.

Project management is about breaking down the overall project into a series of separate tasks, each of which is the responsibility of a named person. These are fitted together into a timetable with individual deadlines, all of which must be carefully monitored to achieve success. What could possibly go wrong?!

Having qualified as an accountant, Richard spent a year as a student doing a post-graduate Diploma in Management Studies. This gave him a wide range of skills, allowing him to become a lecturer, a project accountant, a financial systems Regulator, treasurer of a Building Preservation Trust, a charity spending £12m, a senior NHS manager, and an IT consultant. All enjoyable roles, which allowed him to see how project management can be made to work.

To book on this session, please email anita@portfolioexec.com for the Zoom link.

Why B2B eCommerce is Hard

Check out the first in our 2021 60-Minute Upskill Sessions.

When a manufacturing or distribution company wants to start, or improve, online selling, they’re adding a new member to the sales team – the website.  Unfortunately, websites will do *exactly* what you tell them to do. In B2B sales, we have contracts where we’ve agreed pricing, shipping, product details and so on, and that makes B2B very different from B2C.  Displaying the right photos, appealing to the purchasing staff, and ensuring you don’t lose money on shipping – it takes a range of activities to sell successfully online. John will use examples from past projects to talk about how to avoid the pitfalls and maintain your margins.

For over 30 years, John has practised building software nearly every day, and explaining it in language everyone can understand. The past 15 years focused on B2B eCommerce, after building a platform which powered over 1500 promotional merchandise websites.  Whether it’s linking websites to in-house systems, or name-dropping companies he’s worked with on behalf of clients, like Lloyds TSB, ASDA, Rolls Royce and Goldman Sachs, he wants to spend time making eCommerce simpler, making software more reliable and easier to understand, and building trust between users and their computer systems.

The workshop will take place on Tuesday 19th January, at 10 am.

To book on this workshop, please contactme on anaita@portfolioexec.com.


Merry Christmas!

Who knew a Christmas party on Zoom could be so much fun?!

Thank you to all our members and friends who have supported PortfolioExec during these unprecedented times. Because of you, we have survived this year and we are stronger than we were 12 months ago.

We are looking forward to a very busy and productive 2021. We would like to send our best wshes to everyone for Christmas and we hope that the New Year brings many opportunities for you to thrive in 2021.

When IT bites back!

If you are a little bit scared about cyber security, and the ’hidden’ threats to your business.. and you should be – speak to Ben Griffiths
Ben delivered a fantastic workshop on Cybercrime for us. Scary but very informative. If you have any doubts about the security of your computer data, Ben is the person who can help you.

Get Clever about Cybercrime

Join us on this 60-Minute Upskill session and discover the following:
– FREE clever solutions that you can use to protect your business against cybercrime,
– The key critical policies, procedures and protection that every business needs,
– Improve your data security
– The biggest security threat to your business, from which no amount of anti-virus software and firewalls can protect you.

Ben Griffiths is an IT specialist and business entrepreneur. Working at board level, he understands business needs, making sense of the complex and technical, developing business and IT strategies and solutions that achieve clients’ objectives. His company ‘Clever it’, provides a wider range of IT services from user helpdesks and support contracts, to designing large IT infrastructures and server installations, supporting businesses with over 1-200+ users. Clever it delivers solutions that protect businesses from cybercrime.

The workshop will take place on Tuesday 15th December at 10 am.

To book on this workshop, please contact me on anita@portfolioexec.com for the Zoom link.

Understanding the Power of Paid Advertising

Running a digital agency out of Manchester, Danny is a bit of a paid digital strategy savant. His agency also includes a very strong software development arm. Currently, he manages over £250K a month on Google Ads & Facebook. He is incredibly passionate about developing Google Ad strategies that convert. In his workshop, he will take you through the basic principles of Google Ads, teaching you how to optimise your account.
You can also look forward to getting to know how Google Tag Manager works. Danny will teach you how to set it up and why it’s such a powerful tool. His workshop will delve into setting up a Google Ads campaign and show you how to optimise your campaign to ensure you get bang for your buck. Finally, he will touch on why Google Tag Manager is so important for effective marketing in the digital space.
To book on the session, please email anita@portfolioexec.com.


Are you putting customers at the heart of your business?

Next in our 60-Minute Upskill series is Mark Bosworth’s ‘Are you putting customers at the heart of your business?’ workshop. on Tuesday 13th October at 10 am.

Key headings covered in the session are:
  • Why do customers (and ‘Sales’) matter? ‘Nothing around here happens until somebody sells something’
  • Have your customers gone or changed since COVID? Will they return? How do you find out?
  • ‘Everyone’ is never your customer. How do you ‘divide and conquer’ your market?
  • Beyond ‘Price’: What is your ‘Value Proposition’ – and how can you identify it?
  • Things are changing even faster right now – how do you use Design Thinking to stay agile and relevant?
  • How does all this relate to ‘Sales and Marketing’  –  as we once knew them?
Mark will introduce some tools that he has used very successfully with his clients and will invite peer discussion and exchange of experiences.

To book your place, please email Anita on anita@portfolioexec.com.