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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

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

CIO Careers, Leadership & Board Readiness

20 May 2025

The purpose of this session is to equip CIOs with a strategic understanding of their evolving leadership role, helping them operate at the highest levels of the enterprise, influence the Board, and prepare for post-CIO executive and non-executive opportunities.
SPEAKER(S): Myron Hrycyk, NED, Tipton and Coseley Building Society | Dominic Redmond, Chief Information Officer, PageGroup
CHAIR: Ashish Surti, EVP – Chief Digital & Information Officer, Colt Technology Services

People, leadership, performance & diversity
CIO, information security, digital & data
Presidents, chairs & non-executive directors

All Eyes on Financing Social Housing

20 May 2025

With a weak economy and housing market, housebuilders are likely to prioritise profitability over ambitious building targets. Housing Associations are already operating under significant capacity strains, and the for-profit sector isn’t established enough to take the lead.
SPEAKER(S): Phil Jenkins, CEO, Centrus
CHAIR: Rosemary Farrar, CFO, Platform Housing Group Limited

Risk, ethics & geopolitics
Affordable & social housing

Sustainability Management & Implementation

21 May 2025

Join us for an insightful masterclass addressing the urgent issue of climate change and how businesses can respond effectively. This session will provide actionable insights for building your business maturity and resilience to climate change and nature loss.
TRAINER(S): Julie Richards, Strategy execution and sustainability, Guardian Media Group

Climate, sustainability & society
Academies

Measure For Measure – KPIs for In-House Tax

23 May 2025

How do large groups with complex international businesses gauge the effectiveness of their in-house tax operations? There are numerous data-driven and measurable Key Performance Indicators (KPIs) in use across MNEs, but these can consider factors resulting from strategic decisions of the business or external commercial factors. Do any KPIs isolate the impact of the tax team to properly assess its performance? In any case, KPIs will need to be adapted to the specific circumstances in each group. Which are most commonly applied? How can KPIs be aligned with the overall strategic objectives of the tax team and the business and who should be involved in setting them?
SPEAKER(S): Tom Borec, Group Head of Tax, Advisory Member

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

Cultivating Enduring DEI Impact in a Volatile World – A Private Dinner

28 May 2025

With global volatility surrounding the future of DEI, the path forwards is uncertain; common pitfalls, from superficial tokenism to the dangers of "no-debate" cultures, and a lack of data-driven insights have derailed progress. This dinner will be an opportunity to look at how we, as leaders, can begin to cultivate a resilient DEI strategy, that filters down from authentic leadership, advancing your employee engagement, and using the data you've collected effectively, to determine your actions, develop your strategy and build a clear narrative.
SPEAKER(S): Wendy Cartwright, NED, Ministry of Defence | Marcia Longdon, Partner - Immigration Law, Kingsley Napley

People, leadership, performance & diversity
CHRO, talent, learning & culture

Chairs Lunch: International Markets & Growth

28 May 2025

This is an exclusive Chairs & NED lunch with Baroness Rona Fairhead, Chair of RS Group and former CEO of the FT Group. She will share her insights on International Markets & Growth. With tariffs looming, shifting global alliances, and evolving trade landscapes, this discussion is both timely and essential. Baroness Fairhead will draw on her extensive leadership experience to explore opportunities and challenges for businesses navigating these changes. Don't miss this chance to gain valuable strategic insights and network with senior executives shaping the future of international trade.
SPEAKER(S): Baroness Rona Fairhead, Chair, RS Group
CHAIR: Dominic Johnson CBE, Co-Chairman, Conservative Party

Growth, media & international
Presidents, chairs & non-executive directors

Working with the sponsoring employer – Have the rules of the game changed?

03 Jun 2025

The relationship with the sponsoring employer is one of the most important that the Chair has to manage. Recent developments including the Funding Code and the possibility of unlocking surplus have added new potential flare points between trustees and the sponsoring employer. This meeting will focus on how chairs can ensure the relationship is in the best place possible, while still ensuring that the best interests of members are not compromised.
SPEAKER(S): Daniel Lappage, Partner of XPS Covenant, incorporating Penfida
CHAIR: Alan Pickering, Professional Trustee, BESTrustees Ltd

Boards, governance & stakeholders
Chair of pension trustees

Chairs Lunch: The Evolving Consumer & Retail

03 Jun 2025

At this Chairs and NED lunch with Andy Higginson, Group Chair of JD Sports Fashion plc and Chair of the British Retail Consortium, he will discuss The Evolving Consumer & Retail. With the high street under pressure, shifting consumer behaviours, and the rise of new digital platforms, retailers must rapidly adapt to stay competitive. Andy will share insights on how businesses can navigate these challenges, embrace innovation, and remain relevant in a fast-changing market. Don’t miss this opportunity to gain expert perspectives and network with senior leaders shaping the future of retail.
SPEAKER(S): Andy Higginson, Chair, JD Sports Fashion plc
CHAIR: Lord Stuart Rose, Chairman, Asda

Boards, governance & stakeholders
Presidents, chairs & non-executive directors

Executive to Non-Executive Director

04 Jun 2025

This Executive to Non-Executive Director masterclass is designed to support senior executives in transitioning to non-executive director (NED) roles. The masterclass will be delivered by John Jeffcock, CEO at Winmark and author of the Financial Times guide on ‘How to become a successful Non-Executive Director’, and Helene Usherwood from Anderson Quigley, who has been recruiting NEDs for the last 14 years.
TRAINER(S): Helene Usherwood, Senior Partner, Anderson Quigley | John Jeffcock, Chief Executive, Winmark

Boards, governance & stakeholders
Academies

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 - Canada Sq
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

CLOE: What works and where to focus

05 Jun 2025

Is your Legal Ops function delivering maximum value? Legal operations teams are expected to deliver greater efficiency while controlling costs and supporting business objectives, all while navigating rapid changes in technology. But what actually moves the needle, and where should legal teams concentrate their efforts?
SPEAKER(S): Neil Willson, Director of Legal Operations, Cambridge University Press and Assessment | Victoria Allen, Product Owner (Legal Ops), National Grid
CHAIR: Sarah Gormley, Head of Legal Operational Excellence, The Phoenix Group

Innovation, operations & business models
CLO, ethics, risk, legal & compliance

AI and Tech: A Sports Case Study

10 Jun 2025

Tech and AI are reshaping the sports industry, from performance analytics to player welfare/social media abuse, commercial strategy to operational efficiency. But what does this mean for in-house legal teams working in the sector and how are these lessons transferable to other sectors?
SPEAKER(S): Robert Tomback, Head of Legal UK, Stats Perform | Harry Borovick, General Counsel & AI Governance Officer, Luminance Technologies | Ryan Beal, CEO and Co-Founder, Sentient Sports
CHAIR: Alistair MacLean, Former GC, World Rugby and Football Association

Tech, cyber, data & digital
CLO, ethics, risk, legal & compliance

Business Lawyer to Business Leader (Dublin)

11 Jun 2025

Transitioning from legal expertise to leading revenue-generating business units presents both challenges and opportunities for today’s General Counsels and Chief Legal Officers. This in-person career-focused session delves into the strategies, skills, and mindset shifts required to evolve from legal leadership to broader business leadership roles.
SPEAKER(S): John McEvoy, SVP, Chief Legal Officer, Poolbeg Pharma | Mark Cockerill, SVP, Legal - Corporate, M&A and International Development, ServiceNow Inc.
CHAIR: Maria Kennedy, Head of Legal, John Sisk & Son

People, leadership, performance & diversity
CLO, ethics, risk, legal & compliance

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

Commercialising the Legal Team – DLAD & Schindler Case Studies (Dubai)

17 Jun 2025

This CLO Dubai meeting will address how legal teams can drive commercial value within their organizations. Duncan Wood, Legal Counsel (Legal Operations and Professional Development) at the Dubai Legal Affairs Department, and Yasser Aboismail, former General Counsel & Head of Compliance – MENA at Schindler, will share real-world case studies on optimizing legal functions for business impact.
SPEAKER(S): Yasser Aboismail, Former GC and Head of Compliance Schindler, Founder and Managing Partner, ECG Management Consultancies
CHAIR: Emilia Law, General Counsel, EMEA, Mastercard

People, leadership, performance & diversity
CLO, ethics, risk, legal & compliance

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

Digital Marketing

18 Jun 2025

Join our exclusive Digital Marketing Masterclass, led by Paul Smith, author of SOSTAC® Guide to Your Perfect Digital Marketing Plan. This interactive session will equip you with a structured approach to digital strategy, using the SOSTAC® framework (Situation, Objectives, Strategy, Tactics, Action, Control) to create high-impact marketing plans.
TRAINER(S): Paul Smith, TEDx Talker, international speaker and author, SOSTAC®, Plans PR Smith Marketing

Innovation, operations & business models
Academies

World’s Largest Carbon Capture Project

19 Jun 2025

The imperative to reduce carbon emissions has led to ground-breaking projects in clean tech, including carbon capture and storage (CCS). This session will look into real-world applications of Clean Tech, highlighting significant advancements in the field.
SPEAKER(S): Marian Garfield, Director of Sustainability, Heidelberg Materials
CHAIR: John Kermath, Co-Founder, London Green City

Climate, sustainability & society
COO, climate, sustainability, supply & procurement

‘Date with David Walmsley’, Director of Trusteeship, Administration and DB Supervision

25 Jun 2025

Our guest speaker is David Walmsley, Director of Trusteeship, Administration, and DB Supervision at the Pensions Regulator. David has worked on some of the largest interventions with pension schemes that TPR has been involved in, including BHS. David has also played a key role in the development of policy and guidance, most recently, the new DB Funding Regulations, Code, and accompanying covenant guidance.
SPEAKER(S): David Walmsley, Director of Trusteeship, Administration and DB Supervision, The Pensions Regulator (tPR) | HOST - Edward Brown, Partner, Hogan Lovells

Boards, governance & stakeholders
Chair of pension trustees

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

People, leadership, performance & diversity
Academies

What life expectancy trends mean for your scheme

07 Jul 2025

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, buy-ins etc...
SPEAKER(S): Cobus Daneel, Consulting Actuary, WTW | Stephen Caine, Director, WTW | Shelly Beard, Bulk Annuity and Longevity Hedging Specialist, WTW

Boards, governance & stakeholders
Chair of pension trustees

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

Tech, cyber, data & digital
Academies

Data and AI Driven Legal Functions

15 Jul 2025

As legal teams face growing workloads and increasing complexity, the ability to leverage data and AI is becoming a key differentiator. But while these technologies promise greater efficiency and insight, their adoption raises critical questions about governance, accuracy, and ethical use.
SPEAKER(S): David Lewis, Deputy Director - AI Programme and Strategic Innovation, Government Legal Department (GLD) | Harry Borovick, General Counsel & AI Governance Officer, Luminance Technologies
CHAIR: Fiona Phillips, Head of Digital, Intellectual Property and Data Legal, UBS

Tech, cyber, data & digital
CLO, ethics, risk, legal & compliance

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

Purpose, values, strategy & culture
Academies

Why Leaders Need to Have a Hard Look at Themselves When It Comes to ED&I

11 Sep 2025

ED&I is never far from the headlines, with plenty of politicians and business leaders very happy to express their opinions, and it is true that ED&I is going through a bit of a rethink in some quarters. However, leaders should not be distracted from their main focus: listening to employees to create an engaging and equitable experience for all. In the housing sector, where representation and fairness are fundamental, leadership plays a pivotal role in shaping and driving meaningful ED&I strategies and engagement. Achieving real progress requires leaders to challenge themselves and their organisations, moving beyond surface-level commitments.
SPEAKER(S): Sheree Atcheson, UK’s Top Most Influential Women in Tech, Women Who Code

Purpose, values, strategy & culture
Affordable & social housing

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

Governance & Leadership

12 Sep 2025

Join us for a highly participative and engaging masterclass on the importance of effective Governance to Leadership, and of high-performing Leadership to effective Governance. Participants will explore how the context and practice is changing in relation to both Governance and Leadership across a range of types and sizes of organisations.
TRAINER(S): Patrick Dunne OBE, Chairman, Boardelta

Boards, governance & stakeholders
Academies

Winmark Affordable Housing Network Lunch with Deputy Mayor of London, Tom Copley

18 Sep 2025

We are delighted to be able to invite you to our Affordable Housing Network members lunch with the Deputy Mayor of London, Tom Copley. As we entered 2025, a key priority for the government was driving economic growth by addressing London’s housing needs. The plan to build 1.5 million new homes aims to meet the city’s growing population and close the widening gap between housing supply and demand.
SPEAKER(S): Tom Copley, Deputy Mayor of London, Greater London Authority
CHAIR: HOST - Richard Petty, Lead Director Residential Advisory, JLL

Boards, governance & stakeholders
Affordable & social housing

Chairs Lunch: Creating a Customer Driven Organisation

23 Sep 2025

At this Chairs and Non-Executive Directors lunch, Ryanne Van Der Eijk, NED at EasyJet, ProRail, and Minor Hotels, will share insights on Creating a Customer-Driven Organisation. In an era where customer expectations are evolving rapidly, boards must ensure their organisations remain agile, competitive, and aligned with customer needs. Ryanne will discuss the role of the board in fostering a customer-centric culture, balancing commercial imperatives with exceptional service, and driving long-term value through customer experience. This is a unique opportunity to gain strategic insights and engage in high-level discussion with peers on this critical topic.
SPEAKER(S): Ryanne van der Eijk, Member of the Supervisory Board, easyJet Airline Company

People, leadership, performance & diversity
Presidents, chairs & non-executive directors

Legal Department Transformation – Nestlé & Crescent Case Studies (Dubai)

25 Sep 2025

Join us for "Legal Department Transformation – Nestlé & Crescent Case Studies (Dubai)," featuring Vera Kolesnik, General Counsel, Nestlé Middle East and North Africa, and Maria Scanlan, Legal Director, Crescent Petroleum. This session will explore how leading legal teams are evolving to drive efficiency, innovation, and business value.
SPEAKER(S): Vera Kolesnik, General Counsel, Nestle Middle East and North Africa | Maria Scanlan, Legal Director, Crescent Petroleum

Alignment, change & transformation
CLO, ethics, risk, legal & compliance

Investors & Financial Markets

26 Sep 2025

In today’s dynamic financial landscape, understanding the interplay between investors, financial markets, and corporate strategy is vital to driving sustainable success and shareholder value. This exclusive masterclass, Investors & Financial Markets, equips business leaders with essential corporate finance knowledge to drive strategic decision-making. Participants will walk away with actionable insights and advanced knowledge to navigate complex financial decisions with confidence and drive value creation through informed oversight of financial performance and strategic initiatives.
TRAINER(S): Alice Tsang, CFO, inflverse, Joss Search and Qudo Baby, The FD Centre

Boards, governance & stakeholders
Academies

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.
TRAINER(S): Stylianos Kampakis, AI and data expert/Chartered statistician/Tokenomics expert, The Tesseract Academy

Tech, cyber, data & digital
Academies

Mergers, Rescues & Black Swan Events – How Are They Shaping Social Housing?

15 Oct 2025

In the fast-evolving landscape of social housing, mergers and acquisitions have become a defining trend in recent times but what the wider implications are for the sector as a whole? Also, can housing associations adapt to ensure long-term sustainability while maintaining their core mission?
SPEAKER(S): Ian McDermott, Chief Executive Officer, Peabody | Helen Walsham, Chief Culture & Talent Officer, Bromford Flagship
CHAIR: Gemma Bell, Partner, Devonshires Solicitors

Alignment, change & transformation
Affordable & social housing

Winmark PensionChair Risk Dinner with Bank of England

16 Oct 2025

This evening will offer members the opportunity to explore the current risk landscape with Lee Foulger, Director – Financial Stability Strategy and Risk (FSSR) at the Bank of England, who will share insights into how the Bank is monitoring developments and where they see potential vulnerabilities in the pensions and wider financial system as well as steps that can be taken to manage and mitigate them. This dinner will provide the space to consider the risks and what they could mean for long-term investors, pension scheme stability, and financial resilience. With increasing global uncertainty, inflationary pressures, and shocks from the US including tariffs and trade policy, the risk environment continues to shift
SPEAKER(S): Lee Foulger, Director of Financial Stability Strategy and Risk, Bank of England
CHAIR: HOST - Sammy Cooper-Smith Business Development Rothesay

Boards, governance & stakeholders
Chair of pension trustees

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...
TRAINER(S): Perry Timms, Founder and Chief Energy Officer, People & Transformational HR Ltd

People, leadership, performance & diversity
Academies

High Performing Boards

07 Nov 2025

Join us at this highly participative and engaging masterclass on the characteristics of high-performing boards and how board practice is changing across a range of types and sizes of organisations. The session will be led by Patrick Dunne OBE, an experienced Chair, author of the award-winning book “Boards” and member of the Higgs review.
TRAINER(S): Patrick Dunne, Chairman, Boardelta

Boards, governance & stakeholders
Academies

Chairs Lunch: Tech Trends every Board Must Address to Stay Ahead

13 Nov 2025

At this Chairs & NEDs lunch with Adam Crozier, Chair of BT Group plc and former CEO of ITV plc, we will explore the Tech Trends Every Board Must Address to Stay Ahead. In this Tecade, the future belongs to organizations that lead in technology. With the "Magnificent Seven" tech giants dominating global markets, their combined valuation surpassing $15.5 trillion, businesses must adapt or risk falling behind. Adam will share key insights on how boards can navigate this fast-evolving landscape.
SPEAKER(S): Adam Crozier, Chairman, Board of Directors, BT Group
CHAIR: John Clarke, Non-Executive Chair, Companies House

Boards, governance & stakeholders
Presidents, chairs & non-executive directors

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

People, leadership, performance & diversity
Academies

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

Climate, sustainability & society
Academies