This is the first meeting of three in the AI Working Group. The objective of the group is to run a ‘sprint’ to develop a clear capability and training framework that CFOs can implement to upskill themselves, develop AI-ready teams and strengthen the strategic contribution of the finance function.
This first meeting asks ‘where are we today?’ It looks at what the range of experiences related to deployment of AI in in-house finance functions and will establish how best the working group accelerate where CFOs want to get to.
Tax Director Network AI Working Group: Meeting One Kick Off
This is the first meeting of three in the AI Working Group. The objective of the group is to run a ‘sprint’ to develop a clear capability and training framework that Heads of Tax can implement to upskill themselves, develop AI-ready teams and strengthen the strategic contribution of the tax function.
CFO AI Working Group – Meeting Two: Enabling Your Team to Become AI-ready
In this second meeting of the CFO AI Working Group, attendees will address how to develop teams to adopt AI-thinking and ensure opportunities to leverage AI are considered for all processes. The objective of the Working Group is to run a ‘sprint’ to develop a clear capability and training framework that CFOs can implement to upskill themselves, develop AI-ready teams and strengthen the strategic contribution of the finance function.
Tax Director Network AI Working Group: Meeting Two: Enabling Your Team
In this second meeting of the Tax Director Network AI Working Group, attendees will address how to develop teams to adopt AI-thinking and ensure opportunities to leverage AI are considered for all processes. The objective of the Working Group is to run a ‘sprint’ to develop a clear capability and training framework that Heads of Tax can implement to upskill themselves, develop AI-ready teams and strengthen the strategic contribution of the tax function.
Please join us for Winmark’s annual summer drinks reception. This will be an unmissable chance to get together and network with peers and hear insights from keynote speakers.
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 | Ivana Raonic, Associate Professor in Finance, Bayes Business School
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 Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This masterclass supports CFOs in operating as strategic partners to the CEO, Board and wider stakeholder group. In today’s environment, the CFO is not only responsible for financial stewardship, but for shaping strategy, driving performance and enabling long-term value creation. The session explores how to strengthen board relationships, provide clear decision-ready insight, and increase the influence and impact of the finance function. Topics include:
• CEO expectations and the CFO’s evolving strategic role
• Building trusted relationships with the Chair, NEDs and C-Suite
• Structuring impactful financial input at board level
• Communicating risk and opportunity to non-financial stakeholders
• Aligning financial strategy with enterprise priorities
Designed for CFOs seeking to deepen their influence at the centre of organisational decision-making.
This is for Global CFO Academy Delegates only, to find out more or become involved please contact Sandy Markwick (sandy.markwick@winmarkglobal.com)
SPEAKERS
Patrick Butcher, Non Executive Director, Endava | Francisco Urzua, Professor of Finance, Bayes Business School
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This masterclass equips CFOs to lead digital transformation within the finance function and harness AI, data and automation to enhance performance, insight and competitive advantage. As technology reshapes operating models and decision-making, finance leaders must move beyond traditional planning and control to become architects of digital capability and innovation. The session explores how to modernise finance infrastructure, embed intelligent tools, and lead innovation in a disciplined, value-focused way. Topics include:
• The CFO’s role in digital finance strategy and innovation leadership
• Embedding AI, automation and advanced analytics within finance
• Modernising systems, data architecture and reporting capability
• Using digital tools to enhance forecasting, scenario planning and insight
• Building technology fluency within the finance team
• Governing digital investment and measuring transformation 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
Aneesh Banerjee, Associate Dean and Reader in Management, Bayes Business School | Ed Jones, Chair, Wightlink Ferries and former CFO, P&O Cruises and Cunard Line
