Hybrid Environments and AI Agents – WPP Case Study
31 Mar 2025
The new world of work is inherently built off the back of technological advancements. In this new reality, organisations have plenty of opportunities to use tech in order to further their own organisational efficiency. As organisations navigate these increasingly complex digital and physical landscapes, the ability to coordinate across both domains is becoming essential.
SPEAKER(S): Daniel Hulme, Chief AI Officer WPP & CEO, Satalia
CHAIR: John Clarke, Non-Executive Chair, Companies House
Tax Technology and Transformation – Principles and Business Use Cases
04 Apr 2025
This half-day online masterclass is aimed at in-house Heads of Tax and members of tax teams with a specific remit to optimise the tax operating model through technology and transformation. Technology and transformation go hand in hand; focusing on each in isolation is unlikely to deliver the significant results that can be achieved when considered together. Changing people, systems and processes is essential to leverage the benefits of technology, but transformation is hard and has a poor track record.
TRAINER(S): Geoff Peck, Founder, Xyto Taxology
Strategic Reset Moments – The Leader’s Role
17 Apr 2025
With today's business landscape and pace of change as ardent as ever, now more than ever, 'The Leader' of an organisation needs to be able to focus on identifying and strategically responding to crucial inflection points, requiring decisive leadership and vision.
SPEAKER(S): Steven Cooper CBE, Chief Executive Officer, Aldermore
CHAIR: Edward Guest, Senior Operating Partner, DBay Advisors
Data Democratisation and Self Service
22 Apr 2025
Data, data, data: it makes the world go round. Despite that fact, core organisational data can still get lost in silos, reducing overall efficiency and preventing collaboration between departments. Beyond this, if your department does not have full ownership and visibility of its data, this can make the issue worse. Recognising this, we have put together an in-depth discussion designed for Chief Information Officers, focusing on how greater access to data and self-service analytics can reshape organisations.
SPEAKER(S): Ranil Boteju, Chief Data and Analytics Officer, Lloyds Banking Group | Dicken Doe, Founder, Made of Data
CHAIR: Dominic Redmond, Chief Information Officer, PageGroup | HOST - Will Sargeant, UK General Manager, AND Digital
Under the spotlight – HMRC audits
23 Apr 2025
At this in-person roundtable discussion we will hear about recent and contrasting experiences of HMRC audits and assessments, covering how enquiries were initiated, the focus of HMRC and outcomes. Attendees will be able to share experiences under the Chatham House rule helping to inform or refine their own approaches to managing co-operative compliance with HMRC. What’s effective in managing HMRC audits and assessments and what helps avoid them in the first place?
SPEAKER(S): Tori Mackman, Head of European VAT, Schroders | Tim McCann, Group Head of Tax, Schroders | Jon Hedley, UK Corporate Tax Lead, British American Tobacco
CHAIR: Sandy Markwick, C-Suite Director, Winmark
Driving growth as a CFO: Lessons Learned
24 Apr 2025
During six years as Group CFO, James helped double PA Media Group's EBITDA. Key to this was delivering a buy-out of the group's DB pension scheme to enable the business to embark on a growth strategy underpinned by diversification and M&A. At the same time, James developed the role of the finance function with broad responsibilities and as a business partner. Through this case study, attendees will be able to explore the evolving role of the CFO as a strategic value driver in the business.
SPEAKER(S): James Goode, Former Group CFO, PA Media Group
CHAIR: Chris Wallis, NED, Element Human
Geopolitical & Regulatory Tracking – A State Street and A.S Watson Case Study
24 Apr 2025
In an increasingly unpredictable global landscape, leaders must navigate shifting geopolitical currents and evolving regulatory frameworks to safeguard their organisations and their workforce. This session brings together seasoned experts to examine how businesses can anticipate risks, adapt strategies, and maintain resilience amid complex external pressures.
SPEAKER(S): Shaun Rixon, Head of Regulatory, A.S. Watson | Elliot Hentov, Head of Macro Policy Research, State Street Global Advisors
CHAIR: Sir William Patey, Non-Executive Director, Control Risks
Research Briefing: C-Suite Priorities 2025
29 Apr 2025
Winmark's member-only interactive webinar: Catherine Qi, our Head of Research, will share key insights from our flagship annual report, C-Suite Priorities 2025, which uncovers the top strategic challenges and priorities shaping the C-Suite agenda. This year’s findings demonstrate that our C-Suite network are focusing on four critical pillars: Pursue Economic Growth, Progress AI Governance, Power the Future, and Perform to Transform.
SPEAKER(S): Catherine Qi, Head of Research, 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, Organisational Changemaker, Programme leader (Oxford) | Patrick Dunne, Chairman, Boardelta | PANELIST - Yvonne Luu, Director, Purpose Union | PANELIST - Kenza Essalama, Senior Associate, Purpose Union
CHAIR: Dan Richards, Partner - Private Sector, Green Park Executive Search
Succession Planning – A CEO/CFO Viewpoint
06 May 2025
Succession Planning for a CEO/CFO collaboration involves proactively identifying and developing potential successors for both leadership roles, ensuring a seamless transition of power and maintaining a strong strategic partnership even when one or both executives leave the company.
SPEAKER(S): Peter Jackson, Former CEO, Hill Dickinson - Liverpool | James Goode, Former Group CFO, PA Media Group
CHAIR: Misti Melville, NED/Chair Nominations & Remuneration Committee, Al Jammaz Group
HMRC Briefing
13 May 2025
We're delighted to welcome back Nicole Newbury, Director of Large Business at HMRC. We've converted this briefing from the HMRC large business team back to an IN-PERSON meeting and an opportunity to meet with peers as well as hearing from Nicole and colleagues on a range of topics of relevance to corporate taxpayers.
SPEAKER(S): Nicole Newbury, Director Large Business, HMRC
CHAIR: Sandy Markwick, C-Suite Director, Winmark
Building a Data-Driven Organisation. An Aviva Case Study
14 May 2025
Aviva's transformative journey offers a compelling blueprint for enterprises seeking to harness the power of data-driven strategies. By reimagining their approach to technology and organizational culture, Aviva has demonstrated how strategic data integration can revolutionize business performance.
SPEAKER(S): Alan Dudley, Head of People Analytics & Insight, Aviva PLC | Jason Foster, CEO, Cynozure
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
Governing and Harnessing AI – HSBC Case Study
25 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, and chaired by KitPing Au Yeung, a senior leader in AI strategy. 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 - Canada Sq
CHAIR: KitPing Au Yeung, Independent Non-Executive Director, IOP Publishing