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SIS Briefings: Restructures, Mergers and Routes to New Markets

SIS has come together with a range of lawyers, accountants, and social enterprise leaders to deliver – ‘SIS Briefings: Restructures, Mergers and Routes to New Markets’. These sessions with be co-promoted in partnership with Social Shifters and they will be developed afterwards for on-demand use on their digital learning platform.

Over the course of the week, we’ll hear from Andy Kerr of the Piper Group, who will be explaining about the group and how it was formed. Sandy Kennedy, CEO of Entrepreneurial Scotland, and Rachael Brown of Creative Entrepreneurs Club will share experiences of restructuring large teams and making redundancies for commercial survival. We’ll also be speaking with Charley Gavigan, a trained therapist and co-founder of Brave Your Day, about managing anxiety during stressful periods of organisational change. We’ll also examine the practicalities of managing critical cashflows, avoiding insolvency-related liabilities and we will also explore how using data can provide an opportunity to add value to your business and discover new opportunities.

These sessions will last 45 minutes, unless stated otherwise. Please note that these webinar sessions will be recorded.

Webinar Recordings

Restructuring Teams and Employment Law

with Sarah Gilzean, Senior Associate at Morton Fraser and Lisa Thomson, Founder of Purpose HR | 7th July

Sarah Gilzean, Senior Associate at Morton Fraser

Sarah Gilzean

Sarah is a Senior Associate in the Employment Law team. She is an accredited specialist in employment law and has particular expertise in discrimination and equal pay.  Sarah is highly regarded in the sector as a discrimination lawyer and is Convener of the Law Society Equalities Law Reform Committee and Secretary of the Scottish Discrimination Law Association.

She regularly advises in relation to senior exits, TUPE and redundancy, disciplinary and grievance, contractual disputes, whistleblowing, discrimination, equal pay and industrial relations. She appears on behalf of clients in the Employment Tribunal and Employment Appeal Tribunal and is regularly asked to speak at conferences and training seminars on employment law and discrimination topics. Sarah is considered an Associate to Watch in Employment law by Chambers and Partners.

Please note that this is a fast-developing situation and new government guidance is being issued day to day. You can find the latest government advice here. Any advice should be taken on individual circumstances.

Lisa Thomson, Founder of Purpose HR

Lisa Thomson is the Founder and Managing Director of Purpose HR. A trusted advisor at Director and Board level, she is experienced in establishing HR functions and people management and development frameworks within high-growth, entrepreneurial companies in the Technology, Engineering and Life Sciences sectors.

Lisa is an alumni of the Entrepreneurial Scotland Saltire Fellowship programme, a Chartered Member of the Institute of Personnel and Development, an Ambassador for Women’s Enterprise Scotland, and a qualified Executive Business Coach.

Purpose HR are proud to be part of the first cohort of 20 values-led, socially impactful businesses accepted onto the Unlocking Ambition Scottish Enterprise-backed programme for high growth, purpose-driven organisations.

Watch the webinar here.


Avoiding Insolvency Related Liability

with Iain Young, Partner at Morton Fraser and James Fennessey, Restructuring & Insolvency Director at Scott Moncrieff | 7th July

Iain Young, Partner at Morton Fraser

Iain Young

Iain is a partner and the head of our Corporate sector. He is also a member of the Sports Law team and the non-contentious Restructuring and Insolvency team. Iain also acts as in-house lawyer and director of client companies including Limited (executive jet services).

He divides his time between Edinburgh and London, having worked previously in London for 15 years. Much of his work has a cross-border or international flavour.

James Fennessey, Restructuring & Insolvency Director at Scott Moncrieff

James Fennessey

James manages the Restructuring and Insolvency team, in addition to undertaking a range of corporate finance assignments. On the insolvency side, he leads a variety of solvent and insolvent liquidations, administrations, receiverships and other restructuring activities. Specifically, he specialises in members voluntary liquidations, which can be a very useful tax-efficient solvent wind-down of a company. James is Joint Insolvency Exam Board (JIEB) exam qualified (corporate).

In his corporate finance role, he works with owner-managed businesses and SME’s advising on fundraising, acquisitions, disposals, business valuations and other corporate matters. In particular, he regularly prepares and reviews business plans, lead due diligence assignments and carry out independent business reviews on behalf of potential funders.

Watch the webinar here.


Leadership, Mental Health and Redundancy Programmes

with Charley Gavigan, co-founder of Brave Your Day and Rachael Brown, Founder of Creative Entrepreneurs Club | 7th July

Charley Gavigan, co-founder of Brave Your Day

Charley Gavigan

Managing change process within charities and social enterprises can be extremely stressful, and lead to anxiety for leaders and for staff teams. Anxiety levels may be especially heightened if a possible outcome for organisations is that redundancies have to be made. Charley Gavigan is trained therapist and coach and co-founder of Brave Your Day – a therapeutic organisation that supports people with problems in their work or personal lives to brave their days, their way, in uncertain times.


Rachael Brown, Founder of Creative Entrepreneurs Club

Rachael Brown

Rachael is Chief Executive at Creative Entrepreneurs’ Club and Future Economy Co. She is Convener of Scotland’s entrepreneurial CAN DO Collective, Social Entrepreneur in Residence with SIS and Chairperson at Youth Theatre Arts Scotland.
She previously spent over a decade at Impact Arts and has worked on joint ventures with the Scottish Government and leading agencies including Creative Scotland and Scottish Enterprise.
With a strong track record of operational success, Rachael works extensively supporting creative and social enterprises to deliver, grow, develop and sustain.

Watch the webinar here.


Critical Cashflow and Forward Planning

with Sheila Fazal of Social Enterprise Accountancy | 8th July

Sheila Fazal of Social Enterprise Accountancy

Sheila Fazal

Sheila Fazal is the CEO & Co-Founder of Social Enterprise Accountancy Scotland, an organisation set-up to focus on supporting the local financial and economic needs of Social Enterprises across Scotland. They aim to help Social entrepreneurs ‘make friends with finance’, in order to make them truly sustainable. With Social Enterprise Accountancy Scotland, you get a coach as well as an accountant, that will build your confidence with finance and provide you with tools to help you make a lasting friendship.

Sheila has also been involved at varying levels with the School for Social Entrepreneurs, Early Years Scotland, and Turning Point. She is also a non-executive director of the Scottish Social Growth Fund.

Watch the webinar here.


Using Data to Pivot and Add Value to Business

with Fraser Nicol, Partner, and Mitchell Collins, Data Analytics Manager, of Scott Moncrieff , Jude Philip, Grow Communications and Lorna Paul, Giraffe Healthcare| 8th July

We discuss how data can help you shape your business with Fraser Nicol and Mitchell Collins from Scott Moncrieff. We will also be joined by two inspirational organisations, Grow Communications and Giraffe Healthcare, who have used COVID 19 as a time to review their business model, get a better understanding of their customer data and from this develop a new strategy to help shape and grow the future of their organisation.

Fraser Nicol, Partner at Scott Moncrieff

Fraser Nicol

Fraser has nearly 20 years’ experience in technology risk consulting and assurance, advising a wide array of clients including large public bodies, financial services institutions, commercial businesses and charities on technology risk, including topics such as IT strategy and governance, data analytics, cyber-crime and risk, programme assurance and digital transformation.

Fraser co-wrote the Model National Response for Online Child Protection, which sets out recommendations for countries seeking to enhance the way they protect children online. The standards have been adopted internationally, used by UNICEF and incorporated into international law by the UN Human Rights Committee.

Outwith Scott-Moncrieff, Fraser sits on a number of Boards of Trustees for various charities, and has worked as a mentor and coach to charity leaders and social enterprise founders. He is also a fellow of The Royal Society of the Arts (RSA) and a member of the Information Systems Audit and Controls Association (ISACA) and Scottish Single Malt Whisky Society (SSMSW).

Mitchell Collins, Data Analytics Manager at Scott Moncrieff

Mitch Colins

Mitchell joined Scott-Moncrieff as an experienced business technology and consulting manager, specialising in data analytics.

He has worked across a wide range of large corporate and public sector clients, including FTSE 100 and NYSE listed clients. Mitchell specialises in a range of data extraction and analytics tools including IDEA, SQL and Tableau amongst others. He is also responsible for a IT Internal Audit portfolio across the Public Sector in Scotland.

Jude Philip, Grow Communications

Grow Communication helps to unlock hidden potential for communication. Started in 2017, they offer a range of services to meet the diverse needs of their families. Families often go to them looking for an Autism assessment, an ADD/ADHD assessment or Speech and Language Therapy for themselves or their child.

Lorna Paul, Giraffe Healthcare

Giraffe Healthcare have developed an online physiotherapy platform for the delivery, and remote monitoring of personalised physiotherapy programmes for people with long term (neurological, cardiovascular, respiratory, orthopaedic, rheumatological) or palliative care conditions.


Watch the webinar here.


Charity Mergers

with Andy Kerr, Chief Operating Officer of the Piper Group and Gillian Harkness, Director at Burness Paull | 9th July

Andy Kerr, Chief Operating Officer of the Piper Group

Andy Kerr has worked at senior levels in a range of roles across the private, public and third sectors.

Since April 2019, Andy has been Chief Operating Officer of the Piper Group, which delivers the core services for the ENABLE Scotland group of charities to support more than 4,000 people who have disability through a combination of charitable projects, employability support and personalised social care and support services.

Andy has served as Chair of Quality Scotland since 2016 and as Chair of South Lanarkshire College since 2018. In 2020, he was appointed Chair of the Fair Work in Social Care Group, working with the Scottish Government, COSLA, health and social care partnerships and trade unions to embed fair work principles across the social care sector.

Andy was CEO of Sense Scotland from 2011 to 2019, having served as the Member of the Scottish Parliament for East Kilbride from 1999 until 2011. During that time, he held positions as Convenor of the Transport and Environment Committee, and served in Government as the Finance and Public Services Minister and the Health Minister, during which time the NHS achieved the lowest waiting times in the history of NHS Scotland and the first ban on smoking in public places in the UK was introduced.


Gillian Harkness, Director at Burness Paull

Gillian Harkness

Gillian is a specialist public and third sector adviser. Gillian’s particular areas of expertise include advising on public and third sector mergers, the formation and structure of SCIOs and companies with charitable status and the structuring of non-charitable trading subsidiaries, public sector outsourcing, the development of consortia and collaborative working arrangements, public procurement and state aid.

Watch the webinar here.