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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 C-Suite Certificate

22 Nov 2024

The C-Suite Certificate is the only course of its type in the World and a BBC Dragon recommends it to all his investment leaders. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London...
TRAINER(S): John Jeffcock, CEO, Winmark Global

People, leadership, performance & diversity
Academies

Winmark/CIO Connect Dinner: Why Numbers Numb but Stories Stir Us (Hong Kong)

25 Nov 2024

We cordially invite you to our next Winmark/CIO Connect evening briefing, where we will be exploring the dangers of data immersion with our esteemed speaker Anthony ‘Tas’ Tasgal...
SPEAKER(S): Anthony Tasgal, Trainer, Author, Speaker, POV Marketing and Research

Tech, cyber, data & digital

Board Decision Making (Dublin)

26 Nov 2024

Join us in Dublin for an engaging session focused on enhancing board decision-making strategies, specifically tailored for our Dublin Chief Legal Officer network. Attendees for this session will have the opportunity to hear from Patrick Dunne, Boardelta chair and a recognized expert in governance and board dynamics.
SPEAKER(S): Patrick Dunne, Chairman, Boardelta
CHAIR: Amanda Zahringer, Chair of the Supervisory Review Panel, The Advertising Standards Authority for Ireland

Boards, governance & stakeholders
CLO, ethics, risk, legal & compliance

Winmark/CIO Connect: The Art and Science of Persuasive Storytelling (Hong Kong)

26 Nov 2024

Join us for a half-day Master Class on The Art and Science of Persuasive Storytelling, presented by award-winning author, TEDx speaker, and communication strategist Anthony 'Tas' Tasgal, visiting from the UK. This is the first time this class is being offered in Hong Kong!
TRAINER(S): Anthony Tasgal, Trainer, Author, Speaker, POV Marketing and Research

Innovation, operations & business models

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

Annual Members Lunch with the Minister of State at the Ministry of Housing, Communities and Local Government

27 Nov 2024

This is an Invite Only event. This intimate gathering will present a valuable opportunity to hear directly from the new Minister of Housing on government's priorities and vision for the sector.
The event will feature a moderated Q&A session under the Chatham House Rule to foster an open and candid dialogue.
SPEAKER(S): Matthew Pennycook, Minister of State at the Ministry of Housing, Communities and Local Government

Boards, governance & stakeholders
Affordable & social housing

Boards and General Counsels (UK)

27 Nov 2024

At this meeting a Panel of experienced Non-Executive Board Directors, many of whom had successful careers as lawyers, will share their thoughts and advice on; What they want and expect from their Executives and particularly the General Counsel role, How to work with and manage NEDs and the Board, How best to join a Board and what Boards look for when recruiting new NEDs...
SPEAKER(S): Dame Janet Gaymer, NED, Business Banking Resolution Service, Former NED, House of Commons and Senior Partner, Simmons & Simmons | Andrew Ballheimer, NED, UK Government Investments (UKGI), Former Global Managing Partner, Allen & Overy LLP | Erica Handling, NED, Government Legal Department (GLD), Former GC EMEA, Blackrock
CHAIR: Karen Glass, Director, Head of In-house Legal & Compliance - General Counsel and Heads of Legal Marsden Group, Marsden Group

Boards, governance & stakeholders
CLO, ethics, risk, legal & compliance

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

Governance & Leadership

03 Dec 2024

Join us for an engaging and enlightening masterclass on Governance and Leadership, designed specifically for board members, executives, and individuals aspiring to governance positions. We will explore the essential elements of effective board governance and how you can ensure you drive organisational success as a leader.
TRAINER(S): Patrick Dunne, Chairman, Boardelta

Boards, governance & stakeholders

Driving Diversity in Trade: Lessons from Leading Initiatives

04 Dec 2024

Currently, just two percent of tradespeople in the UK are female, a statistic that has barely changed in 40 years. The trades can offer a hugely fulfilling career to women, yet there remains a gap in the number of women joining the profession.
SPEAKER(S): Yvonne Luu, Director, Purpose Union | Lewis Iwu, CEO & Founder, Purpose Union

People, leadership, performance & diversity
Affordable & social housing

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

Deep Tech Leadership Certificate: AI & Machine Learning

06 Dec 2024

In the dynamic business landscape, AI and Machine Learning are business critical tools, not only as technological advances but as strategic necessities. They enable organisations and their leadership to innovate, compete effectively, and drive sustained growth...
TRAINER(S): Manuel Leon Urrutia, Lecturer in Web and Internet Science, University of Southampton

Tech, cyber, data & digital
Academies

Winmark PensionChair Festive Lunch with Dominic Harris, the Pensions Ombudsman

10 Dec 2024

Our festive lunch this year is very kindly being hosted by Hogan Lovells and we are delighted that our guest speaker will be Dominic Harris who is almost two years into his five-year term as the Pensions Ombudsman and the Pension Protection Fund Ombudsman.
SPEAKER(S): Dominic Harris, The Pensions Ombudsman & the Pension Protection Fund Ombudsman, Pensions Ombudsman Service
CHAIR: HOST - Edward Brown, Partner, Hogan Lovells International

Boards, governance & stakeholders
Chair of pension trustees

People Leadership Certificate: Change Leadership

11 Dec 2024

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

People, leadership, performance & diversity
Academies

Cultivating a Modern Leadership Mindset

09 Jan 2025

As we kick off the new year, it’s a great time to reflect on our successes as well as look forward towards potential and ambition. And yet, when it comes to the role we play as leaders in driving and fostering the future, it can sometimes feel quite daunting, if not overwhelming, when thinking about the world our leadership and businesses operate within...
TRAINER(S): Mel Ross, Leadership Coach, Adapt2Digital

People, leadership, performance & diversity
Academies

Exclusive Leadership Briefing: Unveiling Aviva’s ‘Skills Ecosystem’

14 Jan 2025

Aviva's people team has created a ground-breaking ‘Skills Ecosystem,’ a transformative approach designed to future-proof their workforce. This initiative leverages cutting-edge technology and strategic partnerships to foster continuous learning, adaptability, and growth within teams.
SPEAKER(S): Dan Godfrey, People Strategy & Transformation Director, Aviva PLC
CHAIR: Phil Beach CBE, Chief Executive, Energy & Utility Skills

Alignment, change & transformation
CEO & entrepreneurs
CHRO, talent, learning & culture
COO, climate, sustainability, supply & procurement

What Needs to be on Your Trustee Board Agenda in 2025?

14 Jan 2025

To kick off the 2025 Programme of PensionChair meetings, our technical partners will talk through what is coming down the line for occupational pension schemes including regulatory changes, emerging risks, and also opportunities. We will be covering a range of topics including Governance, Risk, Covenant, Funding, De-Risking and wider macro-economic and geopolitical issues...
SPEAKER(S): WTW | Penfida | Hogan Lovells | Rothesay

Boards, governance & stakeholders
Chair of pension trustees

Professional Plurality – Portfolio & Value Creation – Tim Pointer, Three Hills

21 Jan 2025

Senior HR Leaders & CPO's are increasingly becoming passionate about 'professional plurality'; that opportunity to work across different businesses that comes with portfolio careers, consultancy roles and the PE firm Operating Partner role...
SPEAKER(S): Tim Pointer, Operating Partner & Portfolio Chief People Officer, Three Hills
CHAIR: Alexandra Buxton, Culture & Talent Director, Fortnum & Mason

People, leadership, performance & diversity
CHRO, talent, learning & culture
COO, climate, sustainability, supply & procurement

Winmark PensionChair Burns Lunch with Lee Foulger, Director of Financial Stability Strategy and Risk at the Bank of England

23 Jan 2025

We are very excited to be able to invite you to the PensionChair Annual Lunch on 23rd January 2025 which is very kindly hosted by Rothesay. Always a member favourite, we believe this year's lunch will be extra special and we would be delighted if you can join us.
SPEAKER(S): Lee Foulger, Director of Financial Stability Strategy and Risk, Bank of England

Boards, governance & stakeholders
Chair of pension trustees

Strategic Planning

24 Jan 2025

The Strategic Planning Masterclass is designed to equip executives with the skills and knowledge necessary to create, implement, and evaluate effective strategies in various organisational contexts. The module explores how to align strategic objectives with a company's vision, mission, and goals, ensuring that all efforts contribute to sustainable growth and competitive advantage...
TRAINER(S): John Jeffcock, CEO, Winmark

Purpose, values, strategy & culture
Academies

Navigating Rent Increases: Compliance, Notices, and Tenants’ Rights

28 Jan 2025

With long-term rent settlements remaining a priority for housing providers seeking stability to fund investment in existing stock and delivery of new homes, government decisions to cap or reduce social rents have challenged these efforts over the past 15 years. Now, as the Renters' Rights Bill brings new challenges, it’s more important than ever to understand how to get rents right and secure the maximum regulated increases.
SPEAKER(S): Samantha Grix, Partner, Devonshires Solicitors | Charlotte Greatorex, Associate, Devonshires Solicitors

Boards, governance & stakeholders
Affordable & social housing

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

Developing a High-Performance Team

05 Feb 2025

This masterclass is an opportunity for you to access a comprehensive toolkit for achieving high performance and to help you realise your team's true capabilities. As you are also essential to creating the right conditions for a high-performance team we will also look at the leadership that your team needs from you...
TRAINER(S): Vik Kumar, iOpener Institute

People, leadership, performance & diversity
Academies

Top Five Things Every Director Should Know

07 Feb 2025

Join us for an interactive workshop that will enable you to distinguish the role of a director from the roles of others involved in the management and oversight of a business. We will explore the link between a director’s duty towards the company and their potential personal liability.
TRAINER(S): Janhavi Dadarkar, CEO, A4BE

Boards, governance & stakeholders
Academies

The Catalyst for Change – Transforming Leadership Thinking

11 Feb 2025

Ensuring quality, accessibility, and affordability across all tenures, we recognise that housing is more than just bricks and mortar. The solutions to today’s housing crisis requires innovative thinking and collaboration.
SPEAKER(S): Susie Braam, Ex Head of Innovation | UK Security Services, Change Logic | Andrea Baker, Director of Housing & Corporate Services, Poplar HARCA

People, leadership, performance & diversity
Affordable & social housing

Considering Clara (consolidation) as one of your end-game options

12 Feb 2025

To date, schemes that have transacted with Clara have had distressed covenants but more recently schemes with more viable covenants have been engaging with the consolidator. This meeting will be an opportunity for those trustees looking at all the end-game options and considering which would be best for their members, to consider Clara as a consolidator in that context. What is the decision-making process that the trustees engaging with Clara went through and importantly did they get the assurance they needed that their members will be more secure?
SPEAKER(S): Daniel Lappage, Partner, Penfida | Ashu Bhargava, Chief Origination Officer, Clara Pensions
CHAIR: Richard Hubbard, Chair of Trustees, Church of England Pensions Board Pensions Committee

Boards, governance & stakeholders
Chair of pension trustees

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

The C-Suite & Careers

14 Mar 2025

The C-Suite & Careers masterclass is the only course of its type. It is a unique careers course and a key element of MBA programmes including Imperial College, University of London. The masterclass is led by John Jeffcock, CEO of Winmark, the UK's leading C-Suite network, and is based on his book 'The Suite Spot: Reaching, Leading and Delivering the C-Suite', described as ‘a powerful source of advice’ by Dame Mary Marsh, NED, HSBC, ‘ and ‘indispensable’ by Peter Cheese, CEO, CIPD.
TRAINER(S): John Jeffcock, CEO, Winmark

People, leadership, performance & diversity
Academies

CLO to CEO: Andy Ransom’s Rentokil Journey

18 Mar 2025

Andy Ransom will join us to tell the Rentokil Initial story focusing on people, innovation, digital and M&A. Now a FTSE 100 company, Rentokil Initial plc is an organisation that consistently sets itself apart and has won a number of awards as an employer, innovator and digital leader. It has an M&A ‘Deal a Week’ machine and has created TSR of over 500% over the last seven years, taking the company from 160th in the FTSE to FTSE50...
SPEAKER(S): Andy Ransom, Chief Executive Officer, Rentokil Initial

Boards, governance & stakeholders
CLO, ethics, risk, legal & compliance

Sustainability Drivers & Communication

19 Mar 2025

Join us for an insightful and interactive masterclass addressing the business drivers for sustainability and providing examples of successful operations and communications. This session will explore key topics and provide actionable insights for sustainable practices. There will be plenty of group discussion points and opportunities to connect with fellow climate and sustainability supporters.
TRAINER(S): Georgina Penfold, Non-Executive Director, BSRIA

Climate, sustainability & society
Academies

One Year On from the Regulator’s Consumer Standards – What have we learned?

27 Mar 2025

As we mark one year since the introduction of the Regulator of Social Housing’s consumer standards and the Housing Ombudsman’s complaints handing code, it’s time to reflect on the lessons learned and what they mean for the housing sector. This pivotal moment offers an opportunity to evaluate how these regulatory frameworks have influenced housing providers and tenant experiences, and what the future holds as we continue to navigate these changes.
SPEAKER(S): Jonathan Walters, Deputy Chief Executive, Regulator of Social Housing
CHAIR: Richard Petty, Lead Director Residential Advisory, JLL

Boards, governance & stakeholders
Affordable & social housing

A Year in as CEO with Craig Scott, CEO of Hill Dickinson LLP – A Liverpool Lunch

01 Apr 2025

Craig Scott took over as CEO of Hill Dickinson nearly a year ago, a role in which he has hit the ground running, achieving demonstrable success. Winmark invites you to join us for a private lunch, graciously hosted by Hill Dickinson, where Craig will candidly reflects on his transformative first year as CEO of Hill Dickinson LLP.
SPEAKER(S): Craig Scott, Chief Executive Officer, Hill Dickinson - Liverpool

People, leadership, performance & diversity
CEO & entrepreneurs
COO, climate, sustainability, supply & procurement

‘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

From Grievance to Resolution: Making Mediation Work for You

01 May 2025

Workplace disputes cost British businesses nearly £30bn a year and impact over one-third of the workforce. This highly informative and insightful session will be led by Caroline Sheridan, Executive Coach, CEO and founder of Sheridan Worldwide, leading a global faculty of expert coaches specialising in leadership, executive coaching, inclusion and conflict resolution.
TRAINER(S): Caroline Sheridan, Chief Executive Officer, Sheridan Worldwide

People, leadership, performance & diversity
Academies

Presence & High-Impact Communications

09 May 2025

Guided by the expertise of David Roylance, an acclaimed business coach and one of Winmark's faculty, who has the distinction of receiving 5-star feedback, you will be introduced to the essential components of impactful leadership communication...
TRAINER(S): David Roylance, Voice, Leadership & Presentation Coach, Speak to Shine Ltd

People, leadership, performance & diversity
Academies

Modern Marketing Essentials

18 Jun 2025

Join us for a highly interactive masterclass on Modern Marketing Essentials, where Ben Holloway and Angie Beeston will be looking at proven ways to make marketing more meaningful and a driver of long-term success.
TRAINER(S): Angie Beeston, Managing Director, Evolution 4 Business Ltd | Ben Holloway, Lead Consultant, Holloway Consulting

Innovation, operations & business models
Academies

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

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

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

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

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

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