Artificial Intelligence is rapidly reshaping business models, operating structures, workforce dynamics and competitive advantage — creating both opportunity and risk for Boards and Non-Executive Directors. This Chairs & NED discussion will explore how Boards should govern AI, the questions directors should be asking management teams, and how organisations can balance innovation, ethics, cybersecurity, regulation and long-term value creation.
CHAIR
Helene Usherwood, Senior Partner, Anderson Quigley
SPEAKERS
Matt Frank, Independent Advisor, former Chief AI & Innovation Officer, Telana | Ian Golding, Chief Digital Information & AI Officer, TC Group | Celia Pronto, Non-Executive Director & Remuneration Committee Chair, South East Water | Baroness Wendy Alexander, Chair, The Electrotechnical Joint Industry Board
We move online for the third meeting of the Tax Director Network AI Working Group. On what processes and outputs should tax teams focus their attention as far as deploying AI is concerned?
CHAIR
Shan Sun, Senior Manager, Advisory Member
SPEAKERS
Graham Tilbury, Partner, BCT Partners | Callum Watson, Head of Tax, GetYourGuide | James Cleland, Head of Transfer Pricing, Revolut
CFO AI Working Group – Meeting Three: People, Training and Culture
This third meeting of the CFO AI Working Group, focuses on how to develop the skills and behaviour of finance teams to develop the AI opportunity and manage the AI risks. How is knowledge best shared. What messages from above underpin the culture shift to support transition to an AI-enabled finance function.
Purpose – To help Chief Legal Officers lead the effective adoption of AI by building AI-capable legal teams, improving legal department performance, and partnering with the business on responsible AI use.
Purpose – To equip Chief Legal Officers to manage the legal and strategic implications of geopolitical crises, ensuring contractual resilience, regulatory compliance, and organisational sustainability.
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.
Leading the Finance Department, Strategic Planning, Governance & Risk
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This masterclass examines how CFOs can lead finance departments that deliver disciplined governance while actively shaping strategic direction. As expectations on finance continue to expand, the CFO must ensure the function is structured for control, clarity and performance — while enabling forward-looking planning and enterprise growth. The session focuses on building a finance capability that underpins effective strategic planning, strengthens governance frameworks, and enhances organisational credibility. Topics include:
• The CFO’s leadership role in strategy and governance
• Structuring the finance function for control, insight and impact
• Integrating financial planning with enterprise strategy
• Strengthening governance, risk oversight and accountability
• Developing capability, succession and leadership depth
• Budgeting and resource allocation aligned to strategic priorities
Designed for CFOs seeking to lead high-performing finance departments with authority, discipline and long-term impact.
This is for Global CFO Academy Delegates only, to find out more or become involved please contact Sandy Markwick (sandy.markwick@winmarkglobal.com)
SPEAKERS
Paul Sheriff, COO/CFO, New Day | Ian Brimicombe, Group CFO, Abercrombie & Kent
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This masterclass provides CFOs with the tools to forecast internal financial demand, manage external vendors, and scale services efficiently. With spending under increasing scrutiny, CFOs must balance flexibility and control while extracting maximum value from supplier ecosystems. Learn how to model demand, negotiate strategically, and track impact effectively.
Topics include:
• Financial demand forecasting and resource planning
• Strategic sourcing, procurement, and vendor lifecycle management
• In-house vs outsource decision-making
• Performance tracking, cost control, and transparency
• Using metrics, dashboards, and benchmarking for accountability
• Driving vendor innovation, collaboration, and SLA management
This is for Global CFO Academy Delegates only, to find out more or become involved please contact Sandy Markwick (sandy.markwick@winmarkglobal.com)
SPEAKERS
Edward Guest, Senior Operating Partner, DBay Advisors | Kashish Kohli, Group Chief Financial Officer and SVP Asset Management Division, Sanad – A Mubadala Company
This session will provide practical insights into the financial challenges and opportunities that arise at senior leadership level. Attendees will hear an update on the current investment landscape, explore the increasing complexity of wealth, remuneration and tax planning, and consider strategies for managing investments alongside broader financial priorities. The discussion will also examine the benefits of taking a coordinated approach to tax, investment and financial planning, maintaining flexibility as careers and circumstances evolve, and planning for long-term goals and legacy. The session will conclude with an interactive Q&A, and the final slide will include a QR code for those who wish to book a complimentary consultation.
SPEAKERS
Michael Winson, Senior Investment Director, Rathbones | Chris Noble, Senior Financial Planner, Rathbones
