Winmark Innovation Summit and Awards
09 Jan 2024
To launch our annual programme of In-person meetings, Winmark is proud to announce our 2024 Winter Innovation Summit and Awards Ceremony which is open to all our network members and it would be great if you could be available to join us...
SPEAKER(S): Sam Patel, Corporate Innovation Coach | Tanya Popeau, International Director, Synthesis | Chris Deverell, Founder, Deverell Innovation Ventures
What Needs to be on Your Trustee Board Agenda in 2024?
12 Jan 2024
To kick off the 2024 Programme of PensionChair meetings, our technical partners will talk through what is coming down the line for occupational pension schemes including regulatory changes, emerging risks, and also opportunities...
SPEAKER(S): Rag Vigneswaran, Director, Penfida | Jenny Gibbons, Senior Director, Retirement, WTW | Sammy Cooper-Smith, Business Development, Rothesay | Clare May, Senior Client Relationship Manager, XPS Administration
CHAIR: Melanie Cusack, Client Director, ZEDRA Governance Ltd
People Leadership Certificate: Presence & High-Impact Communications
16 Jan 2024
Guided by the expertise of David Roylance, an acclaimed business coach, and one of Winmarks trainers who has the distinction of receiving 5-star feedback, you will be introduced to the essential components of impactful leadership communication...
TRAINER(S): David Roylance, Voice, Leadership & Presentation Coach, Speak to Shine Ltd
Neuroscience and Change Workshop: Supporting leaders and their teams
18 Jan 2024
Understanding how employees’ brains work is a win-win for organisations. It enables leaders to build cultures, design structures and implement processes that help people become more innovative, productive and engaged, creating lasting benefits both for the organisation and for the employee...
SPEAKER(S): Norman Greenwald, Organisational Development | Leadership Development | Neuroscience & Change | Team Dynamics & Performance | Leadership Coach, Ng Consulting
CHAIR: Lynn Stubbs, Executive Director of People and Performance, Longhurst Group
Talent Attraction Strategies for 2024
18 Jan 2024
Attracting new talent and anticipating future talent needs remains critical to any organisation's growth strategy. Competition for talent remains fierce and even as employers scramble to fill positions, the voluntary quit rate is 25 percent higher than pre-pandemic levels...
SPEAKER(S): David Thomas, Managing Partner, Boyden | Simon Youngs, Former Global Talent Director, Essentra Plc
CHAIR: Jules Morgan, Head of Talent Acquisition, UK& EMEA, IPG MediaBrands
CEO Dinner with John M Neill, Founder & Executive Chairman, Unipart Group
23 Jan 2024
John M Neill CBE is the Founder and Executive Chairman of Unipart Group, a British multinational logistics company, with an annual revenue of £917.3 million...
SPEAKER(S): John Neill CBE, Chairman & Group Chief Executive, Unipart
CHAIR: Edward Guest, Group CFO/COO, The Unlimited Group
Digital Board Series: The Future of Cyber Defence
24 Jan 2024
Cybercrime is a continuous threat to global business, with a recent IBM security report finding that data breaches alone cost UK businesses an average of £3.4 million per breach...
SPEAKER(S): David Emm, Senior Security Researcher, Kaspersky
CHAIR: Jitender Arora, CISO, Deloitte
CLO ‘Fortune out of a Box’ Meeting
24 Jan 2024
CLO members are invited to join us for this design-thinking workshop, which aims to identify all the management collateral that a world class Legal function needs...
CHAIR: John Jeffcock, CEO, Winmark | Sandie Okoro OBE, Group General Counsel, Standard Chartered Bank
The Alchemist Lunch with Rory Sutherland
25 Jan 2024
Are we sitting on millions of pounds of untapped psychological value? Rory Sutherland believes so, and would like to explain how to create value out of almost nothing!
This will be an in-person lunch for CMO members, kindly hosted by Bird & Bird...
This will be an in-person lunch for CMO members, kindly hosted by Bird & Bird...
SPEAKER(S): Rory Sutherland, Vice Chairman, Ogilvy UK
CHAIR: Sophie Bowkett, Chief Marketing Officer, Bird & Bird
Winmark PensionChair Burns Lunch with Kate Jones, Chair of the PPF
25 Jan 2024
We are delighted to be able to invite you to our Annual PensionChair Burns lunch, very kindly hosted by Rothesay, in the stunning setting of the Crystal Ballroom at the St Ermin's hotel...
SPEAKER(S): Kate Jones, Chair, Pension Protection Fund
CHAIR: Robert Branagh, Chair, Armed Forces Pensions Schemes
Reputation, Trade, and Sanctions
25 Jan 2024
Navigating geo-political issues as a global business can be tricky, especially when economic sanctions are involved. How can business leaders for entities located in affected countries manage the threat to trade posed by sanctions, while also considering their businesses reputation...
SPEAKER(S): Keith Huffman, Chief Legal Counsel, Export Control, SAP | Dmitry Vishnyakov, Head of Government and Public Affairs | Henry Smith, Partner, Control Risks
CHAIR: Sir William Patey, Non-Executive Director, Control Risks
HMRC Enquiries and Disputes Workshop
30 Jan 2024
Building on our November meeting on the 'future of co-operative compliance', this workshop will focus on dealing with HMRC enquiries and tax disputes...
SPEAKER(S): Steven Porter, Partner, Head of Tax Disputes and Investigations, Pinsent Masons | Ian Robotham, Legal Director, Pinsent Masons
CHAIR: Jake Landman, Partner, Pinsent Masons
Deep Tech Leadership Certificate: Cyber Security
02 Feb 2024
The first masterclass in the Winmark Deep Tech Leadership Certificate (DTLC) will be the Cyber Security Masterclass led by faculty members Ross Mckerchar, CISO at Sophos and Edward Walton, Deputy CEO at Templar Executives...
TRAINER(S): Edward Walton, Deputy CEO, Templar Executives | Daryl Flack, CIO, BlockPhish
Working Effectively With Government
06 Feb 2024
There is no clear playbook for businesses to use when seeking to work with or influence the government's agenda. This can lead to difficulties around actors such as regulation, which can affect the growth of private enterprises and as a whole affect growth and innovation in the UK...
SPEAKER(S): Peter King, Director, Treasury Legal Advisers, HM Treasury | Justinia Lewis, Lewis Director, Commercial Law Group, Government Legal Department
CHAIR: Jeremy Mavor, General Counsel UK, National Grid
Harnessing the Power of Influencers
07 Feb 2024
Influencer marketing has become a powerful tool for brands and businesses to reach their target audience. As the old saying goes, “Those who tell the stories rule the world,” which means online influencers in today’s digital age...
SPEAKER(S): Forsythe Olafioye, Founder, BlueRealm
CHAIR: Banali Malhotra, Advisor, Network International
Reviewing Board Effectiveness
08 Feb 2024
Like any successful business, a pension scheme needs an effective board. The Pensions Regulator (TPR) encourages Trustee boards to take a critical look at their own performance and believes that effective trusteeship and good governance is the bedrock of any well-run scheme...
SPEAKER(S): Jenny Gibbons, Head of Trustee Governance Consulting, WTW
CHAIR: Liz Airey, Chairman, Rolls-Royce UK Pension
CIO ‘Fortune out of a Box’
08 Feb 2024
CIO members are invited to join us for this design-thinking workshop, which aims to identify all the management collateral that a world class Information Technology function needs...
CHAIR: John Jeffcock, CEO, Winmark | Andrew Marks, CIO, Advisory Member
Business Leadership Certificate: Finance for Business Leaders
09 Feb 2024
A comprehensive grasp of finance is essential for every business leader's success. Understanding how to create and measure financial capital not only leads to informed decision-making but also improves performance, productivity, growth and communications...
TRAINER(S): Denise Creisson, Head of People & Organisational Development, Kugali
Motivating your employees to be productive in challenging times
20 Feb 2024
This first meeting of a series on productivity and capacity will focus on what employees need from their leadership, focusing on the psychological aspects of motivation, and what leadership should be focusing on to support their people...
SPEAKER(S): Raj Persaud, Consultant, Psychiatrist and Author
CHAIR: Karen Forbes-Jackson, Executive Director Corporate Services, Thrive Homes Limited
Boards and General Counsels (Dubai)
21 Feb 2024
This meeting will be taking place in Dubai
At this meeting a Panel of experienced Non-Executive Board Directors, many of whom had successful careers as lawyers, will share their thoughts and advice...
At this meeting a Panel of experienced Non-Executive Board Directors, many of whom had successful careers as lawyers, will share their thoughts and advice...
SPEAKER(S): Anneliese Reinhold, Council Member, Institute of Directors | Ashraf Gamaleldin, CEO, Hawkamah | Fahim Sultan Khalid Al Qasim, Executive Chairman of The Department of Government Relations, Government of Sharjah | Vanessa Eastham Fisk, Independent Non-Executive Member, Banque Saudi Fransi
CHAIR: Shaun Johnson, Group Chief Legal Officer, Beeah Group
Tax function ‘Out Of A Box’
21 Feb 2024
This design-thinking workshop will identify all the management collateral needed by high-performing in-house tax functions in large international groups. What are the documents, templates, policies, process maps, checklists etc that a Head of Tax needs ready to hand to support tax function deliverables?
SPEAKER(S): Peter Mason, Group Tax Director, Advisory Member | Louisa Gonzalez, Head of Tax, Johnson Matthey
Politics of Climate Target Changes
22 Feb 2024
Understanding the government's approach to climate change is a key consideration for businesses when determining their own sustainability strategy. They need to know the expected direction of travel to not only better inform their strategy but also to set long-term goals based on as much certainty as possible...
SPEAKER(S): Rowan Packer, Executive Director of Sustainability, MAPP | Ben Earl, Head of Partnerships and Sustainability, Abri
CHAIR: Jamie Ratcliff, Chief Communities & Sustainability Officer, Sovereign Housing Association
The CFO as Chief Data Officer
22 Feb 2024
The rapid growth in both the volume of data and the ability to analyse it pushes the management of data high up on the list of senior management responsibilities. Data is an increasingly important strategic asset to be protected and managed for risk, but also leveraged for valuable insights that can drive commercial opportunities...
SPEAKER(S): Premal Parekh, Former Finance Director - Real Estate & Operations Investments, LSEG | Kelvin Stagg, Chief Financial Officer, Page Group
CHAIR: Edward Guest, Group CFO/COO, The Unlimited Group
Tax Director Network Dubai Inaugural Advisory Panel: In-house Tax in UAE
23 Feb 2024
The UAE has grown in recent years as a centre for corporate HQs and regional offices and as a location for MNE tax functions. Coinciding with this growth, the UAE has introduced a number of tax reforms - most recently with last year’s introduction of a corporate income tax and changes to TP rules...
SPEAKER(S): Nanjundaswamy TC, Head of Taxes, Baker Tilly International | John Jeffcock, CEO, Winmark
Business Leadership Certificate: One Day MBA
28 Feb 2024
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges...
TRAINER(S): John Jeffcock, CEO, Winmark
How are Legal Teams Deploying AI?
28 Feb 2024
AI has taken the world by storm over the last few years, with the pace of development lending itself to cross-industry innovation. All sectors stand to benefit from the use of AI technology, and legal is no exception...
SPEAKER(S): Richard Nicholas, Partner, Browne Jacobson
CHAIR: Alexis Alexander, Chief Legal and Compliance Officer, Liberis Group | Lucy Lambert, Consulting Manager, Consilio
Retaining and Rewarding Diverse Talent
05 Mar 2024
How do you ensure you have effective processes to onboard, and reward diverse talent and that you create a positive working environment that makes people want to stay and build their career with you?
SPEAKER(S): Jummy Okoya, Interim Dean of Office for Institutional Equity, University of East London | Mark McLane, Head of Diversity, Inclusion and Well-Being, M&G Plc
CHAIR: Natasha Makhijani, Group CEO, Oliver Sanderson Group Plc | Mark McLane, Head of Diversity, Inclusion and Well-Being, M&G Plc
The C-Suite Certificate
06 Mar 2024
The C-Suite Certificate is the only course of its type in the World and a BBC Dragon recommends it to all his investment leaders. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London...
TRAINER(S): John Jeffcock, CEO, Winmark Global
Integrating Business Units
07 Mar 2024
Whether the result of a merger, acquisition, or consolidation of existing businesses - how an integration is approached and executed is key to its success. The cost of getting this wrong can be monumental, however when done right, business integrations can serve to boost efficiency and ensure value is created rather than lost during the process...
SPEAKER(S): Danny Davis, Partner, DD Consulting
CHAIR: Rob Newnes-Smith, Owner, Newnes-Smith Consulting
The End of the End Game?
07 Mar 2024
To date it has seemed that those schemes that can afford it have been heading for the same exit, an insured solution for their scheme. Current regulatory guidance also suggests schemes should aim to de-risk as soon as possible...
SPEAKER(S): Sammy Cooper-Smith, Business Development, Rothesay | Steve Webb, Partner, Lane Clark & Peacock LLP
CHAIR: Daniel Barlow, Director, Law Debenture
CEO Succession Planning – A Lunch with Peter Jackson, CEO, Hill Dickinson
12 Mar 2024
The next meeting in our Liverpool CEO programme will be an in-person lunch, looking at process, implementation, and best practice around CEO succession...
SPEAKER(S): Peter Jackson, Former Chief Executive Officer, Hill Dickinson Liverpool
NED Remuneration and Incentives
13 Mar 2024
NED remuneration is a complex topic, especially when you have to take into account global, market, and sector trends, factors specific to the organisation as well the stakeholder perspective. For NEDs, remaining independent is also of key concern, especially if equity is brought into question...
SPEAKER(S): Amanda Burton, Director, Countryside Properties | Chris Barnes, Partner, KPMG
CHAIR: Michelle Senecal de Fonesca, NED, FDM Group
Anatomy of a Deal: Lessons for Tax Teams
14 Mar 2024
This meeting will examine the role of tax in M&A through the lens of Viasat's $7.3bn acquisition of Inmarsat in May 2023. The deal reflects a wider consolidation in the global satellite communications industry...
SPEAKER(S): Ray Rulach, Group Tax Manager, Inmarsat | Ali Conway, Head of Tax, Advisory Member
CHAIR: Roger Horwood, Head of Tax, Advisory Member
The EPIC Conversation: Professionalisation of the sector
19 Mar 2024
Professionalisation is one of the biggest focus areas in housing currently, particularly following the Social Housing (Regulation) Act receiving Royal Assent earlier in 2023, which includes mandatory qualifications for managers and new competency standards...
SPEAKER(S): Gavin Smart, Chief Executive, Chartered Institute of Housing | Jill Haley, CIH President-Elect, Chartered Institute of Housing
CHAIR: Alan Keers, CEO, Red Kite Housing
People Leadership Certificate: Developing a High-Performance Team
21 Mar 2024
This workshop is an opportunity for you to access a comprehensive toolkit for achieving high performance and to help you to realise your team's true capabilities. As you are also essential to creating the right conditions for a high-performance team we will also look at the leadership that your team needs from you...
TRAINER(S): Vik Kumar, iOpener Institute
Modern Governance Assurance (Hong Kong SAR)
27 Mar 2024
This meeting is taking place in-person in Hong Kong
Boards, stakeholders and regulators are increasingly asking for more governance assurance. Whilst at the same time business models and technology are evolving rapidly, creating new and additional complexities, all of which need to be appropriately governed...
Boards, stakeholders and regulators are increasingly asking for more governance assurance. Whilst at the same time business models and technology are evolving rapidly, creating new and additional complexities, all of which need to be appropriately governed...
SPEAKER(S): Andrew Derksen, General Counsel & Corporate Secretary, Atlas Corporation | Emily Cheung, Associate General Counsel, Sotheby's | Linda Chan, Head of Internal Audit, MTR Corporation | Ronald Cheung, Head of Legal, Asia, Flexport
CHAIR: KitPing Au Yeung, Independent Non-Executive Director, IOP Publishing
CIO Connect Dinner: New Technology, New Cybersecurity Threats (Hong Kong)
02 Apr 2024
We would like to bring to your attention a Hong Kong-based in-person meeting and dinner that has been organised in partnership with CIO Connect, that may be of interest to your colleagues in the region...
SPEAKER(S): Thomas Parenty, Executive Director, Archefact Group
CHAIR: Les Hales, Managing Director, CIO Connect Hong Kong
Cybersecurity: Why the C-Suite Needs to Lead (Hong Kong)
03 Apr 2024
This is an in-person meeting taking place in Hong Kong
A cyberattack is not just a failure of the IT systems in a company but also a serious risk to the business. Many executives in the C-Suite appreciate this but are not aware of the role they need to play in reducing this risk.
A cyberattack is not just a failure of the IT systems in a company but also a serious risk to the business. Many executives in the C-Suite appreciate this but are not aware of the role they need to play in reducing this risk.
SPEAKER(S): Thomas Parenty, Executive Director, Archefact Group
CHAIR: Doug Glen, Executive Director, CIO Connect Hong Kong
Responding to a cyber attack
15 Apr 2024
The Capita incident last year highlighted the critical responsibility trustees have as gatekeepers of member information, and even those schemes with cyber response plans in place found them wanting when it came to the actual event...
SPEAKER(S): Chris Hogg, CEO, National Grid | Laurie Brown, Cyber Security Director, Flagship Housing Group
CHAIR: Max Graesser, Chair of Trustees, Ricoh Pension Scheme
Dinner with Danielle Harmer, Chief People Officer, AVIVA Plc
16 Apr 2024
We are delighted to invite you to a dinner with the Chair of the Winmark CHRO Network, Danielle Harmer who has been Chief People Officer at Aviva Plc since 2020. Danny leads Aviva’s global People and Culture strategy – which aims for all their colleagues to have the skills they need now and for the future...
SPEAKER(S): Danielle Harmer, Chief People Officer, AVIVA Plc
CHAIR: Karen Glass, Director, Head of In-house Legal & Compliance - General Counsel and Head of Legal, Marsden Group
Mastering the Customer Experience Puzzle: What will it cost?
17 Apr 2024
In housing, customer experience is king. In a post-COVID world, it's crucial. But, to truly master it, we sometimes may need to look outside the sector and learn from the experiences of other sectors...
SPEAKER(S): Paul Harris, Executive Director Customer Experience, Curo Group | David Dagger, Director of Communications and Corporate Affairs, The Institute of Customer Service
CHAIR: Pam Bhamra, Director of Resident Services, Origin Housing Ltd
Sustainability – Driving Profits with a Purpose
18 Apr 2024
The sustainability agenda has been a key priority for organisations for many years now and it's importance in terms of brand and consumer perception and employee engagement cannot be understated...
SPEAKER(S): Jessica Long, Head of ESG Consulting, Ipsos Strategy3 | Arushi Gupta, Engagement Manager, Ipsos Strategy3
CHAIR: Peter Holland, CEO, The International Agency for the Prevention of Blindness
Deep Tech Leadership Certificate: Data Leadership
19 Apr 2024
This Deep Tech Leadership Certificate (DTLC) masterclass focuses on Data Leadership . The session will be led by faculty member Dominick Sutton, Chief Data Officer at BoardEx...
TRAINER(S): Dominick Sutton, Chief Data Officer, BoardEx
The Changing Role of the Middle Manager
23 Apr 2024
The role of the middle manager has become central to most organisations ecosystems and the rise of hybrid working has cemented the importance of the role to overall team productivity. The concern for many organisation is that their middle managers don't have the appropriate training or necessary skills to deliver what is required of them effectively...
SPEAKER(S): Ann Franke, CEO, Chartered Management Institute
CHAIR: Rebecca Robins, Global Chief Learning & Culture Officer, Interbrand
Next-Gen Boards and Young NEDs
24 Apr 2024
We have put together a meeting where members can hear from the experiences of Karon Chapman (Head of Talent Development, Aviva), and Roger Jeynes (Non-Executive Director, Development Bank of Wales) on their experiences of 'next gen' boards and appointing and onboarding younger NEDs...
SPEAKER(S): Karon Chapman, Head of Talent Development, Aviva PLC | Roger Jeynes, NED, Development Bank of Wales
CHAIR: Neil Hayward, NED & Chair of Strategy Committee, The National Skills Academy for Rail (NSAR)
Legal AI Applications and Opportunities (Dublin)
25 Apr 2024
AI has taken the world by storm over the last few years, with the pace of development lending itself to cross-industry innovation. All sectors stand to benefit from the use of AI technology, and legal is no exception...
SPEAKER(S): Barry Scannell, Consultant. William Fry | Darragh Madden, Senior Director Solution Engineering, Salesforce | Garvan Callan, Non-Executive Directo, ONEZERO1
CHAIR: Amanda Zahringer, Chair & Non-Executive Director, Former General Counsel, Strategic Consultancy Founder
Aligning risk management to tax strategy
25 Apr 2024
Agreeing a strategy for tax is the starting point for managing the tax affairs of a large, complex group. From the strategy all else flows: resourcing; use of advisers; and, perhaps above all, risk management...
SPEAKER(S): Tim Branston, Director of Taxation, SEFE Marketing & Trading Limited | Eleanor Christie, Group Head of Risk, Corporate Governance, Internal Audit and Tax, Nando's Group Limited
CHAIR: Matthew Rose, Global Director of Tax, Lycamobile UK Limited
Lunch and Learn: Conflict Management
25 Apr 2024
As we have seen all too tragically, conflict managed ineffectively can easily turn into destructive behaviour, destroying lives and livelihoods in the process. Yet, in a board and leadership context, if managed well conflict can also be a highly positive force for good...
TRAINER(S): Patrick Dunne, Chairman, Boardelta
Managing Challenging Employees: When It Matters Most – CHRO London Dinner
30 Apr 2024
An exclusive private dinner for Chief HR Officers and Senior Leaders in London, very kindly hosted by Kingsley Napley...
SPEAKER(S): Neil Hayward, Independent Non Executive Director & Chair of the Strategy Committee, The National Skills Academy for Rail (NSAR) | James Stebbing, Former General Counsel & Company Secretary, Six Nations Rugby
HMRC Briefing
02 May 2024
At this webinar, we will be delighted to welcome back Nicole Newbury, Director of Large Business at HRMC. This meeting is an opportunity for members to hear from Nicole on a range of topics of relevance to corporate taxpayers...
SPEAKER(S): Nicole Newbury, Director Large Business, HMRC
Digital Board Series: What do Boards Need From a Modern CIO?
08 May 2024
You’re invited to an exclusive cross-network session, where attendees can share their perspectives on the evolving role of the Chief Information Officer (CIO). We will discuss how the CIO's relationship with the board has transformed in recent years as well as the CIO's integral role in developing and implementing digital strategies that propel businesses forward...
SPEAKER(S): Ian Golding, Group CIO Interim, APEM Group | Nina Tatsiy, CIO EMEA, British American Tobacco | Olu Odeniyi, Cybersec/Digital Advisor & NED, NPBS
CHAIR: John Clarke, Non-Executive Chair, Companies House
Unlocking Scheme Surpluses
08 May 2024
The scheme surplus was once a mythical idea and is now a plausible future reality for some schemes that different actors seem very keen to get their hands on. As a result, trustee boards find themselves in a challenging position...
SPEAKER(S): Beth Sheehan, Counsel, Hogan Lovells International | Charlotte Yeates, Senior Associate, Hogan Lovells International | Edward Brown, Partner, Hogan Lovells International
CHAIR: Peter Routledge, Chair of Pension Trustees, Willis Towers Watson Pension Scheme
The Public Private Sector Summit
14 May 2024
The purpose of the summit is to identify what world-class public and private sector relationships should look like. Private sector delegates for this event are invited from the Winmark C-Suite Membership and Public sector delegates from the Public Chairs Forum (PCF) membership...
SPEAKER(S): Helen Pitcher OBE, Independent Non-Executive Director, C&C Group | John Jeffcock, CEO, Winmark | Christopher Hodges OBE, Emeritus Professor of Justice Systems, University of Oxford | Dominic Johnson CBE, Minister for Investment, Department for Business and Trade (DBT)
CHAIR: Rosemary Martin, Group General Counsel, Vodafone group | Phil Beach CBE, Chief Executive, Energy & Utility Skills | Nick Lakin, Group Director of Corporate Affairs, Kingfisher | Matthew Bailes, CEO, Paradigm Housing Group | Jane Frost CBE, Chief Executive Officer, Market Research Society | John Kimmance, Managing Director National Mapping Service, Ordnance Survey
Loctax Workflow Online Demo with Case Study
15 May 2024
Loctax has been making waves in the market with its compliance, risk and governance platform. CEO Stevi Frooninckx will demonstrate the solution, accompanied by a client to talk about how they use it...
SPEAKER(S): Elliot Haynes, Tax Director, Clearbell Capital
CHAIR: Stevi Frooninckx, CEO/CTO, Loctax
Crisis Management: Best Practice and Taking Back Control of the Narrative
16 May 2024
In an era where organisational resilience is tested, getting to grips with crisis management is not just a skill but a necessity. Explore the challenges of crisis response, admitting fault, and reputation restoration, with Rochdale Borough Housing's story as a guiding narrative...
SPEAKER(S): Amanda Newton, CEO, Rochdale Boroughwide Housing
CHAIR: Matt Rhodes, Director of Communications & Public Affairs, Hyde Housing
Business Leadership Certificate: Climate Change & Sustainability
17 May 2024
Join us for an insightful masterclass addressing the urgent issue of climate change and its implications for businesses and society. This session will explore key topics and provide actionable insights for sustainable practices...
TRAINER(S): Suzanne Wise, Senior Vice President, Corporate Development, JTI UK
Chief value Officer – The Evolution of the CFO
22 May 2024
The responsibilities of CFOs continue to broaden beyond a core financial focus, to encompass stewardship across broader areas of their organisations’ performance. Increasingly an organisation’s value is measured by the extent to which it delivers for all stakeholders, customers, suppliers, employees and regulators...
SPEAKER(S): Alistair Roman, Former Group Finance Director, The Post Office | Clive Webb, Senior Insights Manager, ACCA
CHAIR: Mike Aspinall, Chief Financial Officer, CyberSmart Ltd
Tax and Finance Transformation
23 May 2024
What is meant by tax transformation and how does it relate to systems changes in mainstream finance? Are tax departments forever destined to look for opportunities to piggy-back onto wider finance transformations, or, can they drive meaningful change on a standalone basis?
SPEAKER(S): Adam Eagers, Group Tax Director (Europe), A.S. Watson | Ross Philpott, Head of Indirect Tax (Europe), A.S. Watson
CHAIR: Sandy Markwick, C-Suite Director, Winmark
Optimising the Legal Team
23 May 2024
In the current economic and competitive landscape, ensuring your team is operating at its best is more important than ever. Effective GCs must be able to balance internal demand, budget, resourcing, processes and technology, to deliver the optimal solution for the business...
SPEAKER(S): Alexis Alexander, Chief Legal & Compliance Officer, Liberis Group | Maria Passemard, Global Head of Legal Operations, Johnson Matthey
CHAIR: Peter Hogan, Senior Lawyer, Head of Operational Effectiveness - Legal, Allied Irish Bank (AIB)
Business Leadership Certificate: One Day MBA
06 Jun 2024
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges...
TRAINER(S): John Jeffcock, CEO, Winmark Global
Property Development Due Dilligence
10 Jun 2024
In the dynamic realm of property development, staying ahead is non-negotiable. This training session will provide you with the latest in due dilligence considerations, ensuring you are well-prepared to tackle challenges, make informed decisions, and capitalize on emerging opportunities...
SPEAKER(S): Krissun Soodin, Partner, Real Estate Projects, Devonshires Solicitors | Leo Stevens, Partner, Devonshires Solicitors | Lucy Vannet, Solicitor, Devonshires Solicitors
Innovating in response to Pillar II
11 Jun 2024
How are groups responding to the data, reporting and controls complexities associated with the OECD’s BEPS Pillar II rules? Attendees will hear about an initiative at Swiss Re. to calculate the related income, taxes and Effective Tax Rate on a jurisdictional basis across the group...
SPEAKER(S): Andrew Miller, Head Tax EMEA & Direct Tax Operations, Swiss Re Management Ltd | Nadine Massaro, Tax DOO & Projects, Swiss Re Management Ltd
CHAIR: Chris Danes, Tax Partner, MHA
Small Schemes Roundtable
12 Jun 2024
This roundtable has been organised at the request of members to provide an opportunity for chairs of smaller schemes that have very limited resources to get together. Delegates will have the opportunity to share their specific challenges and consider options and solutions that are open to them...
Lunch & Learn: Taboo Talks: Navigating Sensitive Conversations
13 Jun 2024
Whether you’re consulting with employees or preparing to discuss poor performance, sensitive conversations are inevitable within business. What approach do you take? What do you say?
This lunch & learn on "Taboo Talks" will empower leaders to tackle sensitive topics with courage and finesse, fostering a culture of inclusivity and ethical leadership...
This lunch & learn on "Taboo Talks" will empower leaders to tackle sensitive topics with courage and finesse, fostering a culture of inclusivity and ethical leadership...
TRAINER(S): Joanna Mollo, Co-Founder, PitchNinjas | Lucero Tagle, Co-Founder, PitchNinjas
The AI Paradox – Why the personal touch is still key
13 Jun 2024
It is impossible to ignore how AI and automated processes can positively change and impact how we drive our businesses forward. And the insights generated from such interaction can only facilitate an even deeper understand of our customers, how and why they interact with certain brands...
SPEAKER(S): Katrien Grobler, Founder, AI KAT | Kate Cox, Chief Marketing Officer, BrightBid
The Pennon Legal Department Academy
14 Jun 2024
We're excited to bring members an exclusive meeting chaired by Karen Glass (Director- Head of In-house Legal & Compliance - General Counsel and Heads of Legal, Marsden) where attendees can hear from Andrew Garard (General Counsel and Company Secretary, Pennon Group) as he covers topics such as setting expectations, resourcing and support, career planning and development, and strategies for helping individuals plan their careers...
SPEAKER(S): Andrew Garard, General Counsel and Company Secretary, Pennon Group
CHAIR: Karen Glass, Director, Head of In-house Legal & Compliance Search - General Counsel and Heads of Legal, Marsden Group
Green Energy Buying and Certifications
18 Jun 2024
The Green Energy market has grown rapidly in recent years, to the point where it has become a large part of many organisations’ sustainability strategy. Despite this, navigating the market can still be difficult...
SPEAKER(S): Venetia Bell, Group Chief Sustainability Officer, Gulf International Bank (GIB) UK | Sebastien Cross, Co-Founder and Chief Innovation Officer, BeZero Carbon
CHAIR: Sarah Fairhurst, Independent Non-Executive Director, Equis Development PTE
CEO Lunch with François Ortalo-Magné, Dean & CEO, London Business School
19 Jun 2024
François Ortalo-Magné is CEO and outgoing Dean of London Business School - returning to the classroom later this year, CEO members are invited to join François for an exclusive lunch...
SPEAKER(S): François Ortalo-Magné, Dean & Chief Executive Officer, London Business School (LBS)
Tech & People – The Future of Work (Hong Kong SAR)
19 Jun 2024
This meeting is taking place in-person in Hong Kong
Organisations are looking to AI and new technology to provide business benefits, but 62% of companies in Asia are onboarding new technology without changing the way they work. Without a framework, it's difficult to assess the opportunity for growth, improvement or game-changing innovation...
Organisations are looking to AI and new technology to provide business benefits, but 62% of companies in Asia are onboarding new technology without changing the way they work. Without a framework, it's difficult to assess the opportunity for growth, improvement or game-changing innovation...
SPEAKER(S): Blums Pineda, Managing Director/Global Head - Technology, Internet & Fintech Industries, Standard Chartered Bank | Diana Wu David, Head of Faculty, Financial Times Non-Executive Director Programme
CHAIR: Doug Glen, Executive Director, CIO Connect Hong Kong
Managing Illiquids Effectively
19 Jun 2024
Mature schemes have had to pay particular attention to the liquidity of their portfolio in recent years and trustees are still working through their revised approach. This brings added scrutiny to Illiquid portfolios...
SPEAKER(S): Albert Robinson, Asset Origination, Rothesay | Leanne Moezi, Partner, Hogan Lovells | Mike Bynarowicz, Vice President, Evercore | Sammy Cooper-Smith, Business Development, Rothesay
CHAIR: Alan Baker, Director, Law Debenture
The C-Suite Certificate
20 Jun 2024
The C-Suite Certificate is the only course of its type in the World and a BBC Dragon recommends it to all his investment leaders. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London...
TRAINER(S): John Jeffcock, CEO, Winmark Global
A Date with the Regulator of Social Housing – Global Accounts Report and What it means for the Sector
20 Jun 2024
The Regulator of Social Housing will be joining Affordable Housing Network members to discuss the findings of the latest Global Accounts Report, which offers an in-depth financial overview of registered providers and serves as a touchstone of how providers are navigating the ever-changing economic conditions and market dynamics...
SPEAKER(S): Jonathan Walters, Deputy Chief Executive, Regulator of Social Housing
CHAIR: Elizabeth Froude, Group Chief Executive, Platform Housing Group Limited
One Day MBA – Part One (USA)
25 Jun 2024
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges...
TRAINER(S): John Jeffcock, CEO, Winmark Global
One Day MBA – Part Two (USA)
26 Jun 2024
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges...
TRAINER(S): John Jeffcock, CEO, Winmark Global
Labouring for Change: A Liverpool Dinner with Bill Esterson, MP
27 Jun 2024
Where are we on the upcoming election? What might a future Labour government look like? What do business leaders need to be more acutely aware of in this sensitive political environment?
SPEAKER(S): Bill Esterson, Labour MP for Sefton Central and Shadow Transport (Roads) Minister, Labour Party
EBITDA Growth Through Transformational Change
02 Jul 2024
At this session two experienced Chief Transformation Officers and McKinsey & Co alumni, Dan Zinner and Pedro Cajarabille, will share the good and not so good learning points from multiple transformations...
SPEAKER(S): Dan Zinner, Former Transformation Director, Various Companies | Pedro Cajarabille, Chief Transformation Officer, McKinsey & Company
CHAIR: John Clarke Non-Executive Chair Companies House
‘Date with Louise Davey’, Director of Regulatory Policy, Analysis & Advice, TPR
03 Jul 2024
Our roundtable before we break for the summer, is an in-depth 'date with' roundtable with Louise Davey. This is a great opportunity to get a greater understanding of the rationale of regulatory policy recently issued and in development as well as the future direction of travel...
SPEAKER(S): Louise Davey, Director of Regulatory Policy, Analysis, and Advice, The Pensions Regulator
CHAIR: Daniel Barlow, Director, Law Debenture
Leading Multi-Generational Teams: Part II
03 Jul 2024
Today’s workforce consists of individuals from five generations, and this shift needs to be acknowledged and considered to maximise the potential of multi-generational workforces in driving organisational growth...
SPEAKER(S): Adese Okojie, CEO & Founder, Black Woman in HR | Rebecca Robins, Global Chief Learning and Culture Officer, Interbrand | Simon Fanshawe OBE, Co-Founder, Diversity by Design
People Leadership Certificate: Influencing & Negotiating Skills
04 Jul 2024
Although often unsaid, negotiation and influencing skills are essential if you are going to achieve your objectives whether personal or professional. This interactive workshop will draw on proven research and practical techniques you can use to gain buy-in and deliver value, even in the face of objections and blockers. Building on your inherent skills, you will learn how to plan your next negotiation using a step-by-step process that will help you, using your natural style, to negotiate and influence effectively and authentically...
TRAINER(S): Vik Kumar, iOpener Institute
What life expectancy trends mean for your scheme
10 Jul 2024
At this meeting, you will get an update on recent trends in mortality and the latest life expectancy projections and what this may mean for your scheme in terms of assumption setting. We will also discuss the implications from a transactions perspective, for example on longevity pricing and what this means for longevity swaps...
SPEAKER(S): Stephen Caine, Director, WTW | Cobus Daneel, Consulting Actuary, WTW | Shelly Beard, Bulk Annuity and Longevity Hedging specialist, WTW
CHAIR: Kate Grant, Pensions Executive, Vodafone
Sustainability Resilience and Audits
10 Jul 2024
How resilient is your organisation to changes in sustainability regulation? How can you assess and test this resilience? These are important questions, and the cost to the business of getting them wrong can be great...
SPEAKER(S): Asif Din, Sustainability Director, Perkins&Will
CHAIR: Vicky Moffatt, Chief Executive, Chapter Zero
Winmark Summer Drinks – Outlook for the New Government
11 Jul 2024
Join us for a relaxed evening bringing together guests from across Winmark's leadership networks and friendly faces from beyond. Attendees will hear the reflections of our guest speakers...
SPEAKER(S): Bill Dodwell, Independent advisor to the Labour Party on tax, Former Director of the Office of Tax Simplification and President of the CIOT | Helen Miller, Deputy Director, Institute for Fiscal Studies | Lord Stewart Wood, Fellow of Oxford University Blavatnik School of Government, House of Lords
Winmark Tax Director Network Summer Drinks – Outlook for the New Government
11 Jul 2024
Join us for a relaxed evening bringing together guests from the Tax Director Network and friendly faces from across the wider world of tax. Attendees will hear the reflections of our guest speakers...
SPEAKER(S): Bill Dodwell, Independent advisor to the Labour Party on tax, Former Director of the Office of Tax Simplification and President of the CIOT | Helen Miller, Deputy Director, Institute for Fiscal Studies | Lord Stewart Wood, Fellow of Oxford University Blavatnik School of Government, House of Lords
The Unconventional Compliance Officer
11 Jul 2024
Globally, C-Suite Executives, including the CLO and General Counsel, face many common compliance and ethics challenges in their businesses, typically ranging from employee engagement, whistleblowing, retaliation, anti-bribery & corruption, and third-parties right through to active analytics, conflicts of interest and the cost of compliance...
SPEAKER(S): Keith Read, Chief Compliance and Ethics Officer and Independent Advisor
CHAIR: Mark Schreiber, Head of Investigations, Global Compliance Investigations & Whistleblowing Advisory Member
C-Suite Walk & Talk
16 Jul 2024
Are you in London on 16th July? If so do join us on a C-Suite Walk & Talk visiting Green Park and St James's Park as part of National Walking Month...
2024 PensionChair Remuneration Survey Launch
18 Jul 2024
Our annual remuneration survey of Pension Fund Chairs and Trustees is designed to help you benchmark your scheme...
SPEAKER(S): Jenny Gibbons, Head of Trustee Governance Consulting, WTW | John Madden, Research Director, Winmark | Nicci van Dyk, Senior Director, Benefits, WTW
One Day MBA for Young Adults
06 Aug 2024
We are delighted to invite all members children (young adults) between 18 to 24 to a free One Day MBA webinar on Tuesday 6 August 2024. Utilising practical exercises and thought leadership, the course is designed to expand their knowledge using the latest insights into business strategy, corporate governance and leadership.
TRAINER(S): John Jeffcock, CEO, Winmark
One Day MBA (Hong Kong)
30 Aug 2024
This is an In-Person meeting in Hong Kong
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges.
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges.
TRAINER(S): John Jeffcock, CEO, Winmark
The Data Economy- what works, what doesn’t and where it is going (Hong Kong)
02 Sep 2024
This is an In-Person dinner taking place in Hong Kong
The Data Economy is a global digital ecosystem in which data is gathered, organized, and exchanged by a network of companies, individuals, and institutions to create economic value. At this ‘Salon’ style event a cross-functional panel of specially selected C-Suite leaders will share the extent to which their organisations are adapting to the digital transformation of the economy.
The Data Economy is a global digital ecosystem in which data is gathered, organized, and exchanged by a network of companies, individuals, and institutions to create economic value. At this ‘Salon’ style event a cross-functional panel of specially selected C-Suite leaders will share the extent to which their organisations are adapting to the digital transformation of the economy.
CHAIR: Les Hales, Managing Director, CIO Connect Hong Kong
Signs and Symptoms of Fraud
03 Sep 2024
This session has been designed to enable organisations to take practical steps to reduce their risk of fraud. It will be led by two people who spend their lives minimising fraud, Alex Rothwell, CEO, NHS Counter Fraud Authority and Stephen Peck, Criminal Investigation Advisor, at the Serious Fraud Office (SFO).
SPEAKER(S): Alex Rothwell, CEO, NHS Counter Fraud Agency | Stephen Peck, Case Controller, Serious Fraud Office
CHAIR: Paul Taylor, Member of Investigation Committee, ICAEW
Unlocking the C-Suite with John (Hong Kong)
03 Sep 2024
This is an in-person event taking place in Hong Kong. Join us for an enlightening session with John Jeffcock, Chief Executive of the award winning C-Suite network business Winmark. This session will delve into the evolving landscape of today’s C-Suite in both corporate and digital giants, offering fresh perspectives and innovative models of thinking sharing key insights from his acclaimed book, ‘The Suite Spot’.
TRAINER(S): John Jeffcock, CEO, Winmark
EY on Connected B2B Data: Industrialising client-centricity at scale
10 Sep 2024
This meeting will be an opportunity for EY to walk members through this RT-CDP platform, demonstrating its value in driving a variety of measurable business impacts, such as increased sales, improved client experience, improved buyer segmentation, and improved ROI...
SPEAKER(S): Juliet Machan, Director, Global Audience & Measurement, EY
CHAIR: James Lloyd, Founder & CMO, Bowmaker Consulting
Trends in Tax Litigation – a Silk’s View
10 Sep 2024
While 'co-operative compliance' is designed to encourage early transparency between taxpayers and HMRC to prevent disputes leading to costly litigation, it doesn't always work. What happens when disputes with tax authorities end up in litigation?
SPEAKER(S): Laura Ruxandu, Barrister, Pump Court Tax Chambers | Julian Ghosh, KC, One Essex Court
CHAIR: Grace Stevens, Chief Tax Officer, Legal & General Group Plc
Preparing for Housing Inspections – Experience of Consumer Regulation
12 Sep 2024
The social housing sector owns more than 4.4 million homes across England, and according to the English Housing Survey, nearly one-third of social renters have considered raising a complaint against their landlord. Of those who did file complaints, almost two-thirds were dissatisfied with the responses they received...
SPEAKER(S): Gill Butler, Chief Officer, Folkstone & Hythe District Council | Tina Barnard, Chief Executive, Watford Community Housing Trust
CHAIR: Olu Adeleye, Customer Experience Director, Stonewater
Lunch with Pascal Saint-Amans
17 Sep 2024
Attendees will hear from Pascal Saint-Amans, Partner at Brunswick Group and Professor of Tax Policy and International Taxation at Lausanne University. Pascal led the global BEPS initiative as Director of the OECD's Centre for Tax Policy and Administration until 2022.
SPEAKER(S): Pascal Saint-Amans, Partner, Brunswick Group
CHAIR: Bill Dodwell, Former Director of the Office of Tax Simplification, Advisory Member
Ensuring sustainability is central to your real estate agenda
17 Sep 2024
In 2024, sustainable building practices will take centre stage, reflecting COP28's emphasis on decarbonisation and refurbishment over new development and exemplified by the Buildings Breakthrough’s global push for near-zero emission and resilient buildings by 2030...
SPEAKER(S): Matt Lally, Director | Cities, Planning & Design, Arup | Simon Hodson, Sustainability Lead - Residential & Living, JLL
CHAIR: Shaun McCarthy OBE, Chair, Supply Chain Sustainability School
Ethical AI Adoption for HR Transformation
17 Sep 2024
As AI continues to revolutionise the business landscape, its adoption comes with significant ethical considerations. While there is little doubt around the competitive edge AI can provide (if leveraged correctly), there is still attention that needs to be paid to ensure AI serves as a force for good within your organisation...
SPEAKER(S): Funke Sadare FCIPD, HR Director, Global University Systems | Panelist - Misti Melville, Board Member, UK Better Hiring Institute (Steering Committee on Modernising Employment)
CHAIR: Simon Corke, Head of People Risk & Governance, Aviva
Business Leadership Certificate: Governance and Leadership
20 Sep 2024
Join us for an engaging and enlightening masterclass on Governance and Leadership, designed specifically for board members, executives, and individuals aspiring to governance positions...
TRAINER(S): Andrew Kakabadse, Professor of Governance & Leadership, Henley Business School
Ensuring your risk management function is fit for purpose
23 Sep 2024
September marks six months since the General Code came into force. Many schemes will have completed their gap analysis and picked off some of the more easily attainable actions in relation to Code compliance. It’s around now that we expect trustees to be getting to grips with exactly what the Risk Management Function will be doing on a day-to-day basis...
SPEAKER(S): Matt Backus, Pension Risk Specialist, WTW | Vicky I’Anson, Governance Generalist, WTW | Iain MacKenzie, Risk Management Specialist, WTW
CHAIR: Helen Miles, Chair, NHS Pensions Board
Loctax AI Feature – Lunchtime Demo
24 Sep 2024
Our Technical Partners, Loctax, have launched a new AI feature as part of their compliance, risk and governance platform. CEO Stevi Frooninckx will demonstrate it in this 30-minute lunchtime demo. We're happy to put this on as an addition, for those members interested, falling outside the regular TDN roundtable programme.
SPEAKER(S): Stevi Frooninckx, CEO/CTO, Loctax
CHAIR: Sandy Markwick, C-suite Director, Winmark
CLO Dinner – Dublin
25 Sep 2024
This is an invitation-only dinner for Chief Legal Officers and General Counsels in the inviting setting of Suesey Street Dublin. The private dinner is being very generously hosted by Rachel Hussey, Clients and Markets partner at Arthur Cox. We would be absolutely delighted if you could join us at what promises to be an evening of exemplary company, conversation, and contemporary Irish food.
CHAIR: Rachel Hussey, Clients and Markets Partner, Arthur Cox
Lunch & Learn: Leading with Gravitas
25 Sep 2024
What does it take to command respect with colleagues, teams and stakeholders?
Gravitas is an invaluable quality for leaders who want to be taken seriously and need to get their voice heard. But what is gravitas, and how can you enhance it in yourself, while retaining your authenticity?
Gravitas is an invaluable quality for leaders who want to be taken seriously and need to get their voice heard. But what is gravitas, and how can you enhance it in yourself, while retaining your authenticity?
SPEAKER(S): Antoinette Dale Henderson, Founder, Gravitas Programme
Deep Tech Leadership Certificate: Blockchain Masterclass
27 Sep 2024
Blockchain technology has evolved far beyond its origins in cryptocurrencies, and its potential to revolutionise industries and economies cannot be understated. Beyond optimising supply chains and ensuring data security, blockchain carries transformative implications...
TRAINER(S): Stylianos Kampakis, AI and Data expert/Chartered statistician/Tokenomics expert, The Tesseract academy
People Leadership Certificate: Project Management
01 Oct 2024
Join our Project Management Masterclass, led by Denise Creisson, to uncover why this skill is indispensable to achieving organisational success. This course covers project leadership, managing competing stakeholder demands, applying project management successfully in challenging organisational cultures, and innovations in project management...
TRAINER(S): Denise Creisson, Head of People & Organisational Development, Kugali
Board Response to Cybercrime
02 Oct 2024
This case study-led session will focus on the role of the board: Specifically, how does the board ensure they are you are prepared to respond effectively and minimise the financial, operational, and reputational risk when the worst happens? Also, how does the board ensure that cyber risk is taken seriously by the organisation?
SPEAKER(S): Ashish Surti, EVP – Chief Digital & Information Officer, Colt Technology Services | Carolyn Brown, CIO, British Medical Association
CHAIR: Alla Bashenko, NED, Chair of Enterprise Risk Management Committee, Willis Towers Watson
Build or Buy: Implementing Technology Solutions in the Tax Function
02 Oct 2024
Key to running a modern, high-performing in-house tax function is leveraging technology solutions. Automation drives efficiencies and reduces risk. Furthermore, tax authorities around the world increasingly demand that businesses submit returns digitally. What is the best way for tax teams to access the technology they require?
SPEAKER(S): Sandip Patel, Head of Tax Reporting and Compliance, Halma plc | James Clarke, Head of Group Tax, Halma plc | Stevi Frooninckx, CEO/CTO, Loctax | Rachel Tsang, Tax Manager, Halma plc
Funding Code A-Go-Go
08 Oct 2024
It has been confirmed that the long heralded Funding Code will apply to all valuations from 22nd September. The intention behind the new Code is to support trustees to effectively plan and manage the long-term funding of their schemes and to provide security and flexibility...
SPEAKER(S): Graham McLean, Managing Director, Retirement, WTW | Andrew Dodd, Head of Supervision, The Pensions Regulator (tPR) | Debra Webb, Actuary, WTW | Arabella Slinger, Head of Covenant, Penfida (part of XPS Group)
CHAIR: Daniel Barlow, Director, Law Debenture
Collective Intelligence – Building a business that’s smarter than you
08 Oct 2024
Businesses today can’t rely on the ideas of the past. With 45% of CEOs believing their business’ current path is a road to nowhere*, we need fresh thinking to navigate the many challenges and opportunities that lay before us...
SPEAKER(S): Megan Pantelides, Executive Director, Research, Board Intelligence | Dr Scarlett Brown, Director of Think Tank, Board Intelligence
ESG and the Legal Function
09 Oct 2024
When faced with a strategy as significant and all-encompassing as ESG, all functions in a business must play a part, including legal. It can, however, be difficult to determine just what aspects of ESG legal should be responsible for as well as how the function can best assist the wider business in meeting its own targets. Should legal take more of a front-seat or provide a supporting role, particularly if there is a CSO in place?
SPEAKER(S): Jessica Long, Head of ESG, Ipsos Strategy3 | Tess Bridgman, Group General Counsel and Company Secretary, Cory Group | Mark Maurice-Jones, General Counsel & Compliance Officer, UK & Ireland, Nestle
CHAIR: Sarita Rai, Client Strategy Lead, In-House Legal, Commerce & Industry, Marsden Group
Sustainability Functions and Challenges: A People and Action Focus
10 Oct 2024
The remit of a sustainability department had changed drastically in the last few years. What used to be a largely internal function dedicated to avoiding regulatory fines has turned into a change-focused department...
SPEAKER(S): Nina Buttle, Partner - Page Executive Financial Services and Sustainability, Page Executive
CHAIR: Suzanne Wise, Global Board Trustee, Chartered Institute of Procurement & Supply
FTSE Chair Lunch “The Future of Finance”
10 Oct 2024
The speakers will look at the future of finance, its direction and evolution whilst touching on London's current and future role as a top global financial hub...
SPEAKER(S): Bruce Carnegie-Brown, Chairman, Lloyd's of London | Mark Sedwill GCMG, FRGS, PC, Non Executive Director, Rothschild & Sons
CHAIR: Julian Taylor, Senior Partner, Simmons and Simmons
Business Leadership Certificate: One Day MBA
11 Oct 2024
Our One Day MBA is a great way to get a grounding in, or refresh your understanding of, the key tools and concepts of a full MBA and put them in the context of real-world business challenges.
TRAINER(S): John Jeffcock, CEO, Winmark Global
Mergers & Acquisitions – The Flywheel Effect
15 Oct 2024
As a growth strategy, mergers and acquisitions have become popular for a variety of reasons, including increased market presence, achieving economies of scale and technology & IP acquisition. However, M&A activity in uncertain times brings several key risks to the forefront for boardrooms, including strategic, financial, regulatory, and talent risks...
SPEAKER(S): Philip Green, Former Group Chief Financial Officer, Deliveroo | Phillip Wale, CEO, WH Ireland
CHAIR: Edward Guest FCA, Senior Operating Partner at DBAY Advisors | Former award-winning COO/CFO of UNLIMITED (now part of Accenture Song)
What Makes An Award Winning Tax Team: The Ocado Case
17 Oct 2024
What are the common characteristics shared by high-performing tax functions? Jo Walker, Group Finance Director of Ocado, and winner of Tolley's Best In-House Tax Team in 2024, will share thoughts on what's behind the success of the Ocado tax function and highlight general principles of good practice...
SPEAKER(S): Joanne Walker, Group Finance Director, Ocado Group
CHAIR: Sandy Markwick, C-suite Director, Winmark
Get Your Act Together – Are HAs Prepared for The Procurement Act?
17 Oct 2024
The Procurement Act 2023, coming into effect in October 2024, aims to streamline public procurement, boost efficiency, and improve access for SMEs. The key changes are transformative and include more flexible negotiation procedures, mandatory public notices for increased transparency, and stricter performance monitoring for large contracts. Social landlords must improve internal communication, and maintain detailed records to comply with these new requirements.
SPEAKER(S): Kris Kelliher, Partner, Devonshires Solicitors | Audrey Li, Director of Procurement & SRM, The Guinness Partnership
Deep Tech Leadership Certificate: Metaverse Masterclass
18 Oct 2024
The Metaverse is not just an abstract concept; it's a tangible shift in how businesses operate and interact in a digital landscape. As we navigate this new reality, equipping yourself with the knowledge to comprehend, strategize, and leverage the Metaverse is paramount...
TRAINER(S): Stylianos Kampakis, AI and Data expert/Chartered statistician/Tokenomics expert, The Tesseract academy
Full Value from your Law Firms
23 Oct 2024
At this session, we will consider how best to ensure we get the most value from external counsel spend. Whether you are seeking essential guidance, timely advice or a more strategic partnership, in a time of cost increases it is important that budgets are deployed to maximum effect and that advisors are aligned to your objectives...
SPEAKER(S): Alison Bradshaw, Head of Credit Legal Services, Allied Irish Bank (AIB) | Alexis Alexander, Chief Legal & Compliance Officer, Liberis Group
CHAIR: Lauren Aste, EVP & CLO, CWT
Driving Change Through Collective Impact
23 Oct 2024
This case study-led session for CSO members aims to address how organisations can best harness the power of Collective Impact to accelerate the effectiveness of their sustainability initiatives. We will be looking at how effective Change Management lies at the heart of Collective Impact, and will showcase best practice in the adoption of these two concepts by Sustainability Leaders.
SPEAKER(S): Susan Hooper, Non-Executive Director, Committee Chairman, Uber | Paul Harrison, Executive Chairman, Nature Investment Group Ltd | Andrew Griffiths, Policy and Corporate Development Director, Planet Mark
CHAIR: Richard Nugee, Chief Executive, Scar Free Foundation
Getting from buyin to buyout – From the Chair’s perspective
24 Oct 2024
Getting a scheme 'buyout' ready and going through the process requires some adjustment in terms of governance, resourcing and skill sets. At this time the board will be looking to the chair more than ever for direction, so this meeting has been organised to give chairs a 'heads up' on what risks look like in this context and how to manage them, what the process entails, as well as how to ensure the process is as streamlined as possible (taking into account corollary activities).
SPEAKER(S): Roisin O'Shea, Business Development, Rothesay | Rag Vigneswaran, Partner, Penfida | Akash Rooprai, Trustee Director, Head of Risk Transfer, IGG
CHAIR: Melanie Cusack, Client Director, ZEDRA Governance Limited
What should the ‘Smart’ mean in “Smart City” For Hong Kong
31 Oct 2024
This is an in-person session for Hong Kong.
You are invited to attend a panel discussion about the key “smart city” initiatives that will reinforce Hong Kong’s position as Asia’s #1 global business hub.
At this session, our panel will be taking a deep dive into specific topics at the top of the Smart City agenda.
You are invited to attend a panel discussion about the key “smart city” initiatives that will reinforce Hong Kong’s position as Asia’s #1 global business hub.
At this session, our panel will be taking a deep dive into specific topics at the top of the Smart City agenda.
SPEAKER(S): Eli Konvitz, Vice-Chair, Urban Land Institute | Phil McManus, Director, Innovation, NTT Group | Allen Yeung, Founder & CEO, Intelli Global Corporation | Thomas Wong, Principal Manager – Data Centres Sales, Customer Success & Sales, CLP Group (China Light and Power)
CHAIR: Doug Glen, Executive Director, CIO Connect Hong Kong
Women in Leadership – What I wish I knew before I became a CEO
07 Nov 2024
Even when CEOs make gender diversity a priority—by setting aspirational goals for the proportion of women in leadership roles, they are often frustrated by a lack of results. Gender bias still present in organizations and in society, disrupts the learning cycle at the heart of becoming a leader. The Winmark CEO & CHRO networks invite you to join us for an exceptional evening of good food and candid conversation, shining a spotlight on 'Women in Leadership', and learnings en route to leadership positions and in role.
SPEAKER(S): Manju Malhotra, Former Chief Executive Officer, Harvey Nichols Plc | Sam Smith, Former Group CEO, finnCap Group Plc
CHAIR: Natasha Makhijani, Group CEO, Oliver Sanderson Group Plc
Tax Director Network R&D Dinner: Managing Reform, Resources and Risk
07 Nov 2024
Join us at this fabulous venue for dinner and an enjoyable evening with fellow in-house Tax Directors. On the agenda is the UK R&D tax incentive, with reference to any updates announced in Rachel Reeves's first budget. Is it time to consider taking a more proactive approach to planning your innovation investment? What do recent legislative changes mean for your sector? And how can you better manage risk within that new framework?
Driving ESG Success: Social Impact & Reporting Excellence
12 Nov 2024
ESG has become a core topic for the board In 2024. New reporting standards such as CSRD will require organisations to increase the budget they allocate to reporting on environmental standards significantly. Understanding how to effectively measure and report on the Social side of ESG can be incredibly challenging, and the cost of getting this wrong is great.
SPEAKER(S): Neno Duplan, Founder and CEO, Locus Technologies | Guy Battle, CEO, Social Value Portal | Kelly Burton, Adjunct Professor, Harvard University
CHAIR: Georgina Penfold, NED, BSRIA
Repositioning and Scaling a Business: A World Class Case Study
13 Nov 2024
Join us for an exclusive session with Charles Mulinder, former Global Head of Change at Fidelity. As a seasoned Transformation leader, Charles spearheaded transformative initiatives that reshaped investment solutions and services worldwide. In this case study-led meeting, he’ll share invaluable lessons learned, practical strategies, and real-world examples from his tenure.
SPEAKER(S): Charles Mulinder, Head of Asset Management Transformation, The Phoenix Group
CHAIR: Ian Golding, Group CIO Interim, APEM Group
Addressing the Tax Data Challenge; Key Lessons
13 Nov 2024
This meeting will focus on the most effective ways to exploit the potential for data and advanced analytics to support in-house tax functions. It will cover the practicalities of capturing, cleaning and analysing data for actionable insights...
SPEAKER(S): Shan Sun, Senior Manager, Deliveroo
The 12 Powers of a Marketing Leader – What Drives CMO Success?
14 Nov 2024
This meeting will explore what drives CMOs’ business impact and career success, drawing mainly on the research behind 'The 12 Powers of a Marketing Leader', the largest ever global study of marketing leadership, analysing detailed original data on over 1,200 marketing leaders and more than 67,000 existing 360-degree assessments of both marketing and non-marketing business leaders...
SPEAKER(S): Patrick Barwise, Emeritus Professor of Management and Marketing, London Business School (LBS)
CHAIR: Simon Lloyd, Chief Marketing Officer, Aldermore
Date with Sarah Smart: Working effectively with tPR
14 Nov 2024
At our 'Date with meeting' with Sarah Smart, Chair of the Regulator we will be covering a wide ranging list of topics. They will include, the impact of the new government and who is influencing the pensions landscape, how the Regulator is affected and what it is looking to achieve with recent and future regulation and data collection...
SPEAKER(S): Sarah Smart, Chair, The Pensions Regulator
CHAIR: Jenny Gibbons, Head of Trustee Governance Consulting, WTW | Anna Lees-Jones, Professional Trustee, JW Lees Pension Scheme
Lunch & Learn: Decision Making in Uncertain Times
19 Nov 2024
Are you a confident decision maker? Do you understand choice, decision making and judgement? Do you want to be able to ask better questions?
SPEAKER(S): Tony Fish, Founder, AMF Ventures
Positioning Yourself for Boards (Dubai)
19 Nov 2024
THIS IS A DUBAI MEETING. There are currently 16,000 NED positions being advertised on LinkedIn today. After Fahim has set the scene, this Dubai in person session will start with James guiding us on how improve their profile and elevate their position, shifting themselves from a technical expert to a business leader and voice. Ultimately enabling them to improve their ability to secure new NED roles.
SPEAKER(S): Vanessa Eastham Fisk, Independent Non-Executive Member, Banque Saudi Fransi | James Holmes, Managing Director, THC
CHAIR: Fahim Sultan Khalid Al Qasimi, Executive Chairman of The Department of Government Relations, Government of Sharjah
‘Raising the CHRO Profile with The Board’ – A Private Dinner with Green Park
19 Nov 2024
A recent McKinsey survey found that CEOs and Boards see human capital as a strategic priority, and yet they still rank HR as only the eighth or ninth most important function in a company. If it is clearly understood that people are key to every organization’s success, why is it that the CHRO and the function they oversee continues to be so undervalued, particularly when recent events have been an opportunity to make a real impact?
CHAIR: Sir Trevor Phillips, Executive Chair, Green Park Executive Search
Extraordinary Leadership in Finance and Beyond: Latest Research
21 Nov 2024
What is ‘Extra-ordinary Leadership' and do you deliver that for your team and organisation with all the day-to-day pressures that you face both personally and professionally?
SPEAKER(S): Richard Turner, Executive Career Coach / Executive Mentor
The C-Suite Certificate
22 Nov 2024
The C-Suite Certificate is the only course of its type in the World and a BBC Dragon recommends it to all his investment leaders. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London...
TRAINER(S): John Jeffcock, CEO, Winmark Global
Winmark/CIO Connect Dinner: Why Numbers Numb but Stories Stir Us (Hong Kong)
25 Nov 2024
We cordially invite you to our next Winmark/CIO Connect evening briefing, where we will be exploring the dangers of data immersion with our esteemed speaker Anthony ‘Tas’ Tasgal...
SPEAKER(S): Anthony Tasgal, Trainer, Author, Speaker, POV Marketing and Research
Board Decision Making (Dublin)
26 Nov 2024
Join us in Dublin for an engaging session focused on enhancing board decision-making strategies, specifically tailored for our Dublin Chief Legal Officer network. Attendees for this session will have the opportunity to hear from Patrick Dunne, Boardelta chair and a recognized expert in governance and board dynamics.
SPEAKER(S): Patrick Dunne, Chairman, Boardelta
CHAIR: Amanda Zahringer, Chair of the Supervisory Review Panel, The Advertising Standards Authority for Ireland
The Leader’s Role in Shaping the Strategic Direction of a City
26 Nov 2024
Winmark invites you to join our Liverpool community for an exclusive in-person lunch on November 26th, graciously hosted by Weightmans Liverpool, to engage in a pivotal discussion on "Shaping the Strategic Direction of Liverpool."
SPEAKER(S): Nuala Gallagher, Corporate Director of City Development, Liverpool City Council
Winmark/CIO Connect: The Art and Science of Persuasive Storytelling (Hong Kong)
26 Nov 2024
Join us for a half-day Master Class on The Art and Science of Persuasive Storytelling, presented by award-winning author, TEDx speaker, and communication strategist Anthony 'Tas' Tasgal, visiting from the UK. This is the first time this class is being offered in Hong Kong!
TRAINER(S): Anthony Tasgal, Trainer, Author, Speaker, POV Marketing and Research
Boards and General Counsels (UK)
27 Nov 2024
At this meeting a Panel of experienced Non-Executive Board Directors, many of whom had successful careers as lawyers, will share their thoughts and advice on; What they want and expect from their Executives and particularly the General Counsel role, How to work with and manage NEDs and the Board, How best to join a Board and what Boards look for when recruiting new NEDs...
SPEAKER(S): Dame Janet Gaymer, NED, Business Banking Resolution Service, Former NED, House of Commons and Senior Partner, Simmons & Simmons | Andrew Ballheimer, NED, UK Government Investments (UKGI), Former Global Managing Partner, Allen & Overy LLP | Erica Handling, NED, Government Legal Department (GLD), Former GC EMEA, Blackrock
CHAIR: Karen Glass, Director, Head of In-house Legal & Compliance - General Counsel and Heads of Legal Marsden Group, Marsden Group
Annual Members Lunch with the Minister of State at the Ministry of Housing, Communities and Local Government
27 Nov 2024
This is an Invite Only event. This intimate gathering will present a valuable opportunity to hear directly from the new Minister of Housing on government's priorities and vision for the sector.
The event will feature a moderated Q&A session under the Chatham House Rule to foster an open and candid dialogue.
The event will feature a moderated Q&A session under the Chatham House Rule to foster an open and candid dialogue.
SPEAKER(S): Matthew Pennycook, Minister of State at the Ministry of Housing, Communities and Local Government
Board Committee Leadership
28 Nov 2024
During periods of uncertainty, an organisation requires strong NED leadership to not only ensure everything is on the right track but also encourage management to go for growth, negating the risks and thus gaining a competitive edge over other players in the market.
SPEAKER(S): Annette Nabavi, Non-Executive Director, Eleco Plc | Jeremy Tan, Group Executive Director, Excelco Group of Companies | Tanya Gass, Partner, Board Practice & Legal, Norman Broadbent
CHAIR: Robert Beveridge, Portfolio Non-executive Director, Finsbury Food Group
Governance & Leadership
03 Dec 2024
Join us for an engaging and enlightening masterclass on Governance and Leadership, designed specifically for board members, executives, and individuals aspiring to governance positions. We will explore the essential elements of effective board governance and how you can ensure you drive organisational success as a leader.
TRAINER(S): Patrick Dunne, Chairman, Boardelta
Driving Diversity in Trade: Lessons from Leading Initiatives
04 Dec 2024
Currently, just two percent of tradespeople in the UK are female, a statistic that has barely changed in 40 years. The trades can offer a hugely fulfilling career to women, yet there remains a gap in the number of women joining the profession.
SPEAKER(S): Yvonne Luu, Director, Purpose Union | Lewis Iwu, CEO & Founder, Purpose Union
Tax risks from global mobility – who should own the problem?
04 Dec 2024
Today's patterns of international remote working can have unintended tax consequences, not least the deemed creation of a permanent establishment raising tax compliance and transfer pricing risk. Without clear and well-communicated policies across groups, the tax team can be left picking up the pieces. When should the tax team take charge?
SPEAKER(S): Georgina Lake, Head of Tax, UK & APAC, GFT Financial Limited | Grace Stevens, Chief Tax Officer, Legal & General Group Plc | Laurie Griffith-Jones, Head of Global Employment Taxes, Legal & General Group Plc
CHAIR: Sandy Markwick, C-suite Director, Winmark
Thought Makers: How to Create Effective Thought Leadership in the Age of AI
05 Dec 2024
As AI transforms industries and reshapes the way we live and work, organisations need to find ways to seize the growth opportunities that AI brings, and position themselves as leaders. Intelligent brands must differentiate themselves through their unique thinking, expertise, and insights that help power their clients' success.
SPEAKER(S): Scott Hamilton, Senior Investment Writer and Content Strategist, State Street Global Advisors | Claire Mason, Founder & CEO, Man Bites Dog | Panelist - Catherine Qi, Head of Research, Winmark | Panelist - Alison Sharpe, Divisional Director, Man Bites Dog
CHAIR: James Lloyd, Founder & CMO, Bowmaker Consulting
Deep Tech Leadership Certificate: AI & Machine Learning
06 Dec 2024
In the dynamic business landscape, AI and Machine Learning are business critical tools, not only as technological advances but as strategic necessities. They enable organisations and their leadership to innovate, compete effectively, and drive sustained growth...
TRAINER(S): Manuel Leon Urrutia, Lecturer in Web and Internet Science, University of Southampton
Winmark PensionChair Festive Lunch with Dominic Harris, the Pensions Ombudsman
10 Dec 2024
Our festive lunch this year is very kindly being hosted by Hogan Lovells and we are delighted that our guest speaker will be Dominic Harris who is almost two years into his five-year term as the Pensions Ombudsman and the Pension Protection Fund Ombudsman.
SPEAKER(S): Dominic Harris, The Pensions Ombudsman & the Pension Protection Fund Ombudsman, Pensions Ombudsman Service
CHAIR: HOST - Edward Brown, Partner, Hogan Lovells International
People Leadership Certificate: Change Leadership
11 Dec 2024
Embark on a transformative journey with our Change Leadership Masterclass, a pivotal component of Winmark's People Leadership Certificate. Perry Timms, a Chartered Member of the CIPD, Fellow of the RSA, and HR's No. 1 Most Influential Thinker in 2022, brings over 30 years of change expertise...
TRAINER(S): Perry Timms, Founder and Chief Energy Officer, People & Transformational HR Lts
Cultivating a Modern Leadership Mindset
09 Jan 2025
As we kick off the new year, it’s a great time to reflect on our successes as well as look forward towards potential and ambition. And yet, when it comes to the role we play as leaders in driving and fostering the future, it can sometimes feel quite daunting, if not overwhelming, when thinking about the world our leadership and businesses operate within...
TRAINER(S): Mel Ross, Leadership Coach, Adapt2Digital
Exclusive Leadership Briefing: Unveiling Aviva’s ‘Skills Ecosystem’
14 Jan 2025
Aviva's people team has created a ground-breaking ‘Skills Ecosystem,’ a transformative approach designed to future-proof their workforce. This initiative leverages cutting-edge technology and strategic partnerships to foster continuous learning, adaptability, and growth within teams.
SPEAKER(S): Dan Godfrey, People Strategy & Transformation Director, Aviva PLC
CHAIR: Phil Beach CBE, Chief Executive, Energy & Utility Skills
What Needs to be on Your Trustee Board Agenda in 2025?
14 Jan 2025
To kick off the 2025 Programme of PensionChair meetings, our technical partners will talk through what is coming down the line for occupational pension schemes including regulatory changes, emerging risks, and also opportunities. We will be covering a range of topics including Governance, Risk, Covenant, Funding, De-Risking and wider macro-economic and geopolitical issues...
SPEAKER(S): WTW | Penfida | Hogan Lovells | Rothesay
Professional Plurality – Portfolio & Value Creation – Tim Pointer, Three Hills
21 Jan 2025
Senior HR Leaders & CPO's are increasingly becoming passionate about 'professional plurality'; that opportunity to work across different businesses that comes with portfolio careers, consultancy roles and the PE firm Operating Partner role...
SPEAKER(S): Tim Pointer, Operating Partner & Portfolio Chief People Officer, Three Hills
CHAIR: Alexandra Buxton, Culture & Talent Director, Fortnum & Mason
Winmark PensionChair Burns Lunch with Lee Foulger, Director of Financial Stability Strategy and Risk at the Bank of England
23 Jan 2025
We are very excited to be able to invite you to the PensionChair Annual Lunch on 23rd January 2025 which is very kindly hosted by Rothesay. Always a member favourite, we believe this year's lunch will be extra special and we would be delighted if you can join us.
SPEAKER(S): Lee Foulger, Director of Financial Stability Strategy and Risk, Bank of England
Strategic Planning
24 Jan 2025
The Strategic Planning Masterclass is designed to equip executives with the skills and knowledge necessary to create, implement, and evaluate effective strategies in various organisational contexts. The module explores how to align strategic objectives with a company's vision, mission, and goals, ensuring that all efforts contribute to sustainable growth and competitive advantage...
TRAINER(S): John Jeffcock, CEO, Winmark
Navigating Rent Increases: Compliance, Notices, and Tenants’ Rights
28 Jan 2025
With long-term rent settlements remaining a priority for housing providers seeking stability to fund investment in existing stock and delivery of new homes, government decisions to cap or reduce social rents have challenged these efforts over the past 15 years. Now, as the Renters' Rights Bill brings new challenges, it’s more important than ever to understand how to get rents right and secure the maximum regulated increases.
SPEAKER(S): Samantha Grix, Partner, Devonshires Solicitors | Charlotte Greatorex, Associate, Devonshires Solicitors
Africa Tax ‘Deep Dive’
29 Jan 2025
This online 'roundtable' is an opportunity for tax professionals with interests in Africa to discuss common themes, opportunities and challenges that arise from managing the tax affairs of MNEs operating and trading in Africa.
SPEAKER(S): Russell Eastaugh, Africa Tax Lead, Regan van Rooy
CHAIR: Gareth Harrison, Head of Tax, Tullow Oil
Developing a High-Performance Team
05 Feb 2025
This masterclass is an opportunity for you to access a comprehensive toolkit for achieving high performance and to help you realise your team's true capabilities. As you are also essential to creating the right conditions for a high-performance team we will also look at the leadership that your team needs from you...
TRAINER(S): Vik Kumar, iOpener Institute
Top Five Things Every Director Should Know
07 Feb 2025
Join us for an interactive workshop that will enable you to distinguish the role of a director from the roles of others involved in the management and oversight of a business. We will explore the link between a director’s duty towards the company and their potential personal liability.
TRAINER(S): Janhavi Dadarkar, CEO, A4BE
The Catalyst for Change – Transforming Leadership Thinking
11 Feb 2025
Ensuring quality, accessibility, and affordability across all tenures, we recognise that housing is more than just bricks and mortar. The solutions to today’s housing crisis requires innovative thinking and collaboration.
SPEAKER(S): Susie Braam, Ex Head of Innovation | UK Security Services, Change Logic | Andrea Baker, Director of Housing & Corporate Services, Poplar HARCA
Considering Clara (consolidation) as one of your end-game options
12 Feb 2025
To date, schemes that have transacted with Clara have had distressed covenants but more recently schemes with more viable covenants have been engaging with the consolidator. This meeting will be an opportunity for those trustees looking at all the end-game options and considering which would be best for their members, to consider Clara as a consolidator in that context. What is the decision-making process that the trustees engaging with Clara went through and importantly did they get the assurance they needed that their members will be more secure?
SPEAKER(S): Daniel Lappage, Partner, Penfida | Ashu Bhargava, Chief Origination Officer, Clara Pensions
CHAIR: Richard Hubbard, Chair of Trustees, Church of England Pensions Board Pensions Committee
Tax reporting and communication in an era of public country-by-country reporting
26 Feb 2025
With the EU now requiring Country-by-Country (CbC) reports to be made public, groups will take a renewed look at how to manage tax transparency. The CbC reports can be highly misleading and open to misinterpretation without a careful communications strategy to accompany them. How are groups preparing for this? What are the lessons from Australia which has led the way in adopting public CbCR?
SPEAKER(S): Adam Eagers, Group Tax Director (Europe), A.S. Watson | Robert Barber, Director International Tax, Brambles Holdings (UK) Limited
CHAIR: Sandy Markwick, C-suite Director, Winmark
The C-Suite & Careers
14 Mar 2025
The C-Suite & Careers masterclass is the only course of its type. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London. The masterclass is led by John Jeffcock, CEO of Winmark, the UK's leading C-Suite network, and is based on his book 'The Suite Spot: Reaching, Leading and Delivering the C-Suite', described as ‘a powerful source of advice’ by Dame Mary Marsh, NED, HSBC, ‘ and ‘indispensable’ by Peter Cheese, CEO, CIPD.
TRAINER(S): John Jeffcock, CEO, Winmark
CLO to CEO: Andy Ransom’s Rentokil Journey
18 Mar 2025
Andy Ransom will join us to tell the Rentokil Initial story focusing on people, innovation, digital and M&A. Now a FTSE 100 company, Rentokil Initial plc is an organisation that consistently sets itself apart and has won a number of awards as an employer, innovator and digital leader. It has an M&A ‘Deal a Week’ machine and has created TSR of over 500% over the last seven years, taking the company from 160th in the FTSE to FTSE50...
SPEAKER(S): Andy Ransom, Chief Executive Officer, Rentokil Initial
Sustainability Drivers & Communication
19 Mar 2025
Join us for an insightful and interactive masterclass addressing the business drivers for sustainability and providing examples of successful operations and communications. This session will explore key topics and provide actionable insights for sustainable practices. There will be plenty of group discussion points and opportunities to connect with fellow climate and sustainability supporters.
TRAINER(S): Georgina Penfold, Non-Executive Director, BSRIA
One Year On from the Regulator’s Consumer Standards – What have we learned?
27 Mar 2025
As we mark one year since the introduction of the Regulator of Social Housing’s consumer standards and the Housing Ombudsman’s complaints handing code, it’s time to reflect on the lessons learned and what they mean for the housing sector. This pivotal moment offers an opportunity to evaluate how these regulatory frameworks have influenced housing providers and tenant experiences, and what the future holds as we continue to navigate these changes.
SPEAKER(S): Jonathan Walters, Deputy Chief Executive, Regulator of Social Housing
CHAIR: Richard Petty, Lead Director Residential Advisory, JLL
A Year in as CEO with Craig Scott, CEO of Hill Dickinson LLP – A Liverpool Lunch
01 Apr 2025
Craig Scott took over as CEO of Hill Dickinson nearly a year ago, a role in which he has hit the ground running, achieving demonstrable success. Winmark invites you to join us for a private lunch, graciously hosted by Hill Dickinson, where Craig will candidly reflects on his transformative first year as CEO of Hill Dickinson LLP.
SPEAKER(S): Craig Scott, Chief Executive Officer, Hill Dickinson - Liverpool
‘5 Generations at Work’ – Leading Multigenerational Teams Pt III
30 Apr 2025
For Winmark's third year tackling the topic of 'Leading Multi-Generational Teams', we are proud to be joined by Patrick Dunne and Rebecca Robins, Co-Authors of the recent best-seller, '5 Generations at Work - How We Win Together, for Good'.
SPEAKER(S): Rebecca Robins, Global Chief Learning and Culture Officer, Interbrand | Patrick Dunne, Chairman, Boardelta
CHAIR: Dan Richards, Partner - Private Sector, Green Park Executive Search
From Grievance to Resolution: Making Mediation Work for You
01 May 2025
Workplace disputes cost British businesses nearly £30bn a year and impact over one-third of the workforce. This highly informative and insightful session will be led by Caroline Sheridan, Executive Coach, CEO and founder of Sheridan Worldwide, leading a global faculty of expert coaches specialising in leadership, executive coaching, inclusion and conflict resolution.
TRAINER(S): Caroline Sheridan, Chief Executive Officer, Sheridan Worldwide
Presence & High-Impact Communications
09 May 2025
Guided by the expertise of David Roylance, an acclaimed business coach and one of Winmark's faculty, who has the distinction of receiving 5-star feedback, you will be introduced to the essential components of impactful leadership communication...
TRAINER(S): David Roylance, Voice, Leadership & Presentation Coach, Speak to Shine Ltd
Modern Marketing Essentials
18 Jun 2025
Join us for a highly interactive masterclass on Modern Marketing Essentials, where Ben Holloway and Angie Beeston will be looking at proven ways to make marketing more meaningful and a driver of long-term success.
TRAINER(S): Angie Beeston, Managing Director, Evolution 4 Business Ltd | Ben Holloway, Lead Consultant, Holloway Consulting
Influencing & Negotiating Skills
04 Jul 2025
Although often unsaid, negotiation and influencing skills are essential if you are going to achieve your objectives whether personal or professional. This interactive masterclass will draw on proven research and practical techniques you can use to gain buy-in and deliver value, even in the face of objections and blockers. Building on your inherent skills, you will learn how to plan your next negotiation using a step-by-step process that will help you, using your natural style, to negotiate and influence effectively and authentically...
TRAINER(S): Vik Kumar, iOpener Institute
AI Strategies & Applications in Business
11 Jul 2025
The adoption and use of AI is not without challenges. If you or your business have concerns surrounding AI knowledge and expertise, efficacy or application, attending our upcoming half-day Masterclass will be extremely valuable...
TRAINER(S): Andrew Burgess, Director, AJ Burgess
One Day MBA for Young Adults
08 Aug 2025
Aimed at those aged 18-25, our One Day MBA for Young Adults is a great way to get a grounding in the key tools and concepts of a full MBA and put them in the context of real-world business challenges. Utilising practical exercises and thought leadership, the course is designed to expand your knowledge using the latest insights into business strategy, corporate governance and leadership.
TRAINER(S): John Jeffcock, CEO, Winmark
Blockchain & Metaverse
08 Oct 2025
Join us for this masterclass on Blockchain & Metaverse, part of the Deep Tech Leadership Certificate (DTLC).
The session will be led by Dr Stylianos Kampakis, a data science veteran and tokenomics expert who has worked with decision-makers from organisations of all sizes, including the US Navy, Vodafone, and British Land.
The session will be led by Dr Stylianos Kampakis, a data science veteran and tokenomics expert who has worked with decision-makers from organisations of all sizes, including the US Navy, Vodafone, and British Land.
TRAINER(S): Stylianos Kampakis, AI and data expert/Chartered statistician/Tokenomics expert, The Tesseract Academy
Change Leadership
24 Oct 2025
As we step into the mid-2020s, it's evident that change is no longer what it used to be. Predictable and stabilising models for change no longer suffice. So, what's the way forward?
Embark on a transformative journey with our Change Leadership Masterclass, a pivotal component of Winmark's People Leadership Certificate. Perry Timms, a Chartered Member of the CIPD, Fellow of the RSA, and HR's No. 1 Most Influential Thinker in 2022, brings over 30 years of change expertise to guide us...
Embark on a transformative journey with our Change Leadership Masterclass, a pivotal component of Winmark's People Leadership Certificate. Perry Timms, a Chartered Member of the CIPD, Fellow of the RSA, and HR's No. 1 Most Influential Thinker in 2022, brings over 30 years of change expertise to guide us...
TRAINER(S): Perry Timms, Founder and Chief Energy Officer, People & Transformational HR Ltd
People & Performance
19 Nov 2025
Taking a modern approach to HR is about building a people-centric organisation that adapts to rapid changes in the workplace. It's about embracing technology to enhance employee experiences, drive strategic decision-making, and create a more inclusive and agile work environment.
TRAINER(S): Viki Matthews, Partner, Positive Momentum
Unlocking Social Mobility
05 Dec 2025
Join us for an insightful session designed to highlight the importance of understanding social mobility and its profound impact on business and society. This session will equip you with the knowledge and tools to champion breaking this divide.
TRAINER(S): Caroline King, Head of People for Head Office, Reward and Inclusion, A.S. Watson