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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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...
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
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
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
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
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
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
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?
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
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 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
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
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
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
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
‘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