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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

Innovation, operations & business models
Presidents, chairs & non-executive directors
CLO, ethics, risk, legal & compliance
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement
Chair of pension trustees
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CIO, information security, digital & data
Affordable & social housing

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

Tech, cyber, data & digital
CEO & entrepreneurs
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement
CIO, information security, digital & data
Presidents, chairs & non-executive directors

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

Risk, ethics & geopolitics
CLO, ethics, risk, legal & compliance
Presidents, chairs & non-executive directors
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

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

Tech, cyber, data & digital
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement

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

Innovation, operations & business models
CFO, finance, tax & treasury

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

People, leadership, performance & diversity
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
COO, climate, sustainability, supply & procurement
CMO, marketing, communications & sales

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

Business partnering & resourcing
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement
CIO, information security, digital & data
CLO, ethics, risk, legal & compliance

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

Alignment, change & transformation
CFO, finance, tax & treasury

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

Climate, sustainability & society
CEO & entrepreneurs
CFO, finance, tax & treasury
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement

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

Risk, ethics & geopolitics
CFO, finance, tax & treasury

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

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

Boards, governance & stakeholders
Presidents, chairs & non-executive directors
CLO, ethics, risk, legal & compliance
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement
Affordable & social housing
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CIO, information security, digital & data

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

Tech, cyber, data & digital
CFO, finance, tax & treasury

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

Purpose, values, strategy & culture
CEO & entrepreneurs
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement

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

Alignment, change & transformation
CFO, finance, tax & treasury

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

Innovation, operations & business models
CFO, finance, tax & treasury

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

Alignment, change & transformation
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CLO, ethics, risk, legal & compliance
CIO, information security, digital & data
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement

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

Alignment, change & transformation
Presidents, chairs & non-executive directors
CMO, marketing, communications & sales
CLO, ethics, risk, legal & compliance
Affordable & social housing
Chair of pension trustees
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CIO, information security, digital & data
COO, climate, sustainability, supply & procurement

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

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...

Innovation, operations & business models
Presidents, chairs & non-executive directors
CMO, marketing, communications & sales
CLO, ethics, risk, legal & compliance
Chair of pension trustees
COO, climate, sustainability, supply & procurement
Affordable & social housing
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CIO, information security, digital & data

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

Risk, ethics & geopolitics
CEO & entrepreneurs
CMO, marketing, communications & sales
CLO, ethics, risk, legal & compliance
CFO, finance, tax & treasury
Presidents, chairs & non-executive directors

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

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

Risk, ethics & geopolitics
CFO, finance, tax & treasury

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

Tech, cyber, data & digital
CFO, finance, tax & treasury

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

Innovation, operations & business models
CFO, finance, tax & treasury

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)

Alignment, change & transformation
CEO & entrepreneurs
CFO, finance, tax & treasury
COO, climate, sustainability, supply & procurement

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

People, leadership, performance & diversity
CFO, finance, tax & treasury

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?

Innovation, operations & business models
CFO, finance, tax & treasury

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

Tech, cyber, data & digital
CFO, finance, tax & treasury

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

People, leadership, performance & diversity
CEO & entrepreneurs
COO, climate, sustainability, supply & procurement
Affordable & social housing
CHRO, talent, learning & culture
CFO, finance, tax & treasury

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

Business partnering & resourcing
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
COO, climate, sustainability, supply & procurement

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

Boards, governance & stakeholders
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CLO, ethics, risk, legal & compliance
Presidents, chairs & non-executive directors

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

Business partnering & resourcing
CFO, finance, tax & treasury

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

Alignment, change & transformation
CEO & entrepreneurs
CFO, finance, tax & treasury
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement

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

Business partnering & resourcing
CFO, finance, tax & treasury

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

Boards, governance & stakeholders
CFO, finance, tax & treasury

‘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

Boards, governance & stakeholders
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CFO, finance, tax & treasury
CHRO, talent, learning & culture
CIO, information security, digital & data
CLO, ethics, risk, legal & compliance
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement
Affordable & social housing