PLANNING, SYSTEMS + FINANCIAL CONTROL

With Adam Lawrence and Rod Turner

One working day in Birmingham to set the year up properly, with two operators who have been inside 800+ UK property deals.

January is when most property businesses set intentions and then carry on exactly as before. The goals go in a notebook, the systems stay as they were, and by March nobody is measuring anything.

This is the planning day. Goals, productivity and the systems to support them, then the bookkeeping and financial reporting that tell you whether any of it is actually working. Eleven sessions with real case studies throughout. This is an interactive day, not death by PowerPoint.

Who This Is For: You are already running a portfolio or a property business, and you want the coming year to be deliberate rather than reactive. You file accounts, you probably have a bookkeeper, and if you are honest with yourself you could not confidently say which asset is genuinely performing. That is exactly who this room is built for. If you are brand new to property, this is not the day to start.

The Agenda

Part I · Planning, productivity and systems

1. Productivity: hacks and methods

• What actually moves the needle, and what just feels busy
• Built for resetting at the start of the year

2. Time tracking and management

• A critical and routinely ignored part of success
• Where the hours actually go

3. Goal setting and planning

• Our own framework, written and digital
• Turning intent into something measurable

4. What makes a good metric?

• Time, effort and risk versus reward
• Investment versus trading
• Active versus passive

5. Systems and processes

• Best practice and how to review what you already have
• What to document and what to leave alone

Part II · Bookkeeping

6. Bookkeeping 1: the correct setup

• Your Chart of Accounts, in detail
• Garbage in, garbage out

7. Bookkeeping 2: using the output

• How to use the data effectively
• How to audit the bookkeeping

Part III · Financial accounting and group reporting

8. Financial Accounting 1: reading the statements

• Reading the P&L and the Balance Sheet correctly

9. Financial Accounting 2: interpretation

• First pass, deeper digging, full financial health check
• What the accounts are not telling you

10. Group accounting

• Reporting across multiple companies and multiple assets
• Measuring individual asset performance

11. Case studies throughout, and open Q&A
Worked through in the room.

• An example Chart of Accounts and appropriate reporting, sized to the company
• Q&A with Rod and Adam. No holds barred, no questions left unanswered

Your Hosts

Adam Lawrence

Co-founder of The Boardroom Club. Adam has spent over a decade working with UK property investors, developers and traders as their businesses scale and become more complex. Directly involved in 800+ UK property deals, deploying eight figures of joint-venture funding while retaining a substantial long-term portfolio, with first-hand exposure to how structure, funding decisions and risk management play out over time.

Adam analyses the macro forces shaping the UK property market through the Sunday Supplement and the Propenomix platform, helping operators understand how to grow, protect and retain optionality as portfolios mature. He holds an MBA from Warwick Business School (Dean's List prize winner) and an MA in Philosophy, Politics and Economics from Oxford, and brings international experience in wealth management and strategic consulting to the practical realities of running a property business at scale.

Rod Turner

Co-founder of The Boardroom Club, working with SME property businesses at board level on strategy, risk mitigation and long-term decision-making as portfolios and complexity grow. Alongside this advisory role, Rod is the founder of ITP Group, a UK property investment and development business with a diversified portfolio spanning residential developments in London and Manchester, residential investments across England and Scotland, and commercial assets including offices, healthcare and leisure.

His work is underpinned by disciplined risk management, asset management, and financial structuring: capital is deployed efficiently, and returns are not driven by excessive risk. Rod also co-founded 978 Finance, helping businesses secure and structure funding appropriately, and hosts The Rodcast, a podcast focused on asset-backed investments and the realities of running property businesses at scale.

Tickets

VIP · 8 spaces only. Full-day access. Lunch, teas, coffees and refreshments. Dinner with Rod and Adam after the event at a local restaurant. Smaller group, direct access, off-the-record conversation. The room where the real questions get asked.

Delegate. Full-day access. Lunch, teas, coffees and refreshments included.

Super Early Bird: over 20% off the standard delegate price, on sale now. Limited allocation. When they are gone, they are gone.

Location: Birmingham. Exact venue confirmed shortly.