Some of the Pictures taken from our 2013 AGM

Overveiw of AGM by Naomi Cotterell - New Committee Member 2013..

As new elected committee member, I have volunteered a write up, a statement to provide an insight into this years ALTA AGM, held at the Worcester Rugby club on 29 May 2013. Having attended several of the AGM meetings now, I wanted to share this experience and the benefit and wealth it can bring you as working accounting professional in the licensed trade and how invaluable this can be in our industry.

The event began with a committee meeting with the officers present. A review of the minutes from the last meeting were discussed and approved; a discussion surrounding any matters arising was had, followed by feedback from prior events and attendance details concluded the meeting.


The schedule of events throughout the remainder of the day, were as follows:

13.00 Reception, buffet lunch and networking

14.15 AGM (attendees, absences, approval of minutes last meeting, matters arising, Financial Statements, reports from other management committee members, any other business, time and location of next meeting)

14.45 Paul Herms – First Data – How to reduce bank charges

15.15 Keith Nicholson, Ian Walmsley – Symphony Financial Advisors – Auto-enrolment update

15.35 Coffee break

15.50 Kat Bond – Bank Link - Bank statements – streamlining systems

16.20 Robin Tarling – Bridgewood – Bespoke debt management for pub companies

16.50 Close

17.00 Networking

19.30 Carvery dinner


The turn out of members, sponsors, guests and suppliers, alike, were good. The day consisted of general networking casually over tea, coffee and lunch, followed by a welcomed drinks reception and a hearty carvery in the evening, with second helpings! The day was casual, friendly, informative, which allowed guests to network to share industry advice.

The sponsors of the day were well presented, informative and able to communicate their services well. Packs were readily available including note pads and other brochure material.

Plans for the future of ALTA

To maximise the exposure of the organisation and its objectives and what it stands for, credited bodies offering independent, quality, choice, professional advice. We need to grow membership and sponsors alike in order to achieve what is required in the industry, in order to share best practices, to make businesses succeed.

The next three scheduled events are as follows:

October 2013

February 2014

May 2014 - AGM

We look forward to welcoming all existing, new, members, sponsors, guests, suppliers at these events.