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Governing and Harnessing AI – HSBC Case Study

05 Jun 2025

Join us for an insightful session, Governing and Harnessing AI – HSBC Case Study, led by Colin Zee, former Global Head of Digital Strategy at HSBC. Colin will share a compelling case study showcasing his experience with AI governance and implementation at one of the world's leading financial institutions.
SPEAKER(S): Colin Zee, Global AI Programmes, HSBC Bank Plc
CHAIR: Elisabeth Stheeman, Chair, Edinburgh Investment Trust

Tech, cyber, data & digital
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

Why the CMO is the Secret Ingredient in Successful M&A – The North Star

12 Jun 2025

In the high-stakes world of mergers and acquisitions, the role of the Chief Marketing Officer is often underestimated but is, in fact, pivotal to post-merger success, particularly in the emerging B2B space. In the high-stakes world of mergers and acquisitions, the role of the Chief Marketing Officer is often underestimated but is, in fact, pivotal to post-merger success, particularly in the emerging B2B space. This exclusive in-person roundtable will explore how CMOs can leverage branding, purpose, and positioning to drive value creation and strategic alignment during M&A integration, including focus on the often-overlooked but high-impact elements of brand integration—beyond just visual identity.
SPEAKER(S): James Lloyd, Director, Global Marketing Activation & Orchestration, The Boston Consulting Group | Simon Case, Founding Partner, Chromatic | Tim Matthews, Partner, Acacia Group

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

Taking Cover – Specific Tax Risk Insurance as an Emerging Tool for Tax Directors

17 Jun 2025

The market for tax risk insurance has evolved significantly in recent years, broadening in scope beyond M&A-related due diligence issues. From origins insuring those risks which were excluded from traditional W&I, underwriters are increasingly covering operational risks stemming from differences in legal and practical interpretation around, for example, transfer pricing positions, VAT or PE status.
SPEAKER(S): Mark Parrett, Head of Tax Insurance, HWF
CHAIR: Sandy Markwick, C-suite Director, Winmark

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

In-house Tax and the AI Evolution – the RELX Case

11 Sep 2025

Rapid advances in artificial intelligence (AI), building on top of automation technologies, is accelerating the transformation of operations in large multinational enterprises, including how they manage their tax affairs. Where tax teams will end up is the work of futurologists (if there’s a settled end-state at all), but there’s broad consensus that tax functions are headed towards an era of more sophisticated data capture and analytics and more automation to support growing requirements for real-time reporting.
SPEAKER(S): Dominic Mathon, Head of Tax and Treasury, RELX Group plc | Kate Murphy, Head of UK Tax, RELX Group plc

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