EVENTS

17 Sep 2026

Women In Leadership: A Private Dinner

Despite significant progress in recent years, the journey towards gender parity in leadership is far from complete. Women now hold 44% of FTSE 100 board positions yet represent just 37% of senior leadership roles and fewer than 10% of FTSE 100 CEO positions. While the boardroom is becoming more balanced, representation in the most influential executive roles remains uneven.

CHAIR

Nicki Pritchard, Managing Partner, Anderson Quigley

SPEAKERS

Dame Theresa Villiers, Director and Trustee, Shaftesbury | Kate Mackie, Global Chief Marketing Strategy & Operations Officer, EY
18 Sep 2026

Cost, Investment & Supplier Management

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
23 Sep 2026

Personal Finance for C-Suite Leaders

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
24 Sep 2026

Achieving $B Impact on Cloud Spend with FinOps: A Palo Alto Networks Case Study

Managing spend remains the number one cloud challenge. Traditionally IT spend has run on fixed budgets but with cloud running on consumption, costs can fluctuate often as a result of over-provisioning, cloud sprawl, poor visibility, inefficient pricing models and tagging failures. The true cost is more than just financial and brings with it operational drag, encumbered strategic processes, wasted time and damaged confidence.

SPEAKERS

Zhen Cao, JAPAC Value Realization Lead, Google Cloud
24 Sep 2026

The Firm Foundations of Tax Governance – Keep Up with Regulatory Change

Attendees will discuss the implications of changes in the regulatory landscape relevant to tax management and risk at multinational enterprises, with a focus on updating current best practice, the impact of AI, and assessment-based training.

CHAIR

Sandy Markwick, C-Suite Director, Winmark

SPEAKERS

Graham Tilbury, Partner, BCT Partners | Stephen Callahan, Partner, BCT Partners
25 Sep 2026

Partnering with the Board, CEO & Stakeholders

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
02 Oct 2026

Finance Transformation, AI & Innovation

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
07 Oct 2026

The International Controlled Transactions Schedule (ICTS) and other Transfer Pricing Updates

This roundtable discussion focuses on changes in UK transfer pricing legislation affecting large groups, including the introduction of UK-UK exemption, guarantee fee provision and implicit support provision as well as the introduction of the mandatory International Controlled Transactions Schedule (ICTS) which comes into effect for UK taxpayers for accounting periods from 1st January 2027.
09 Oct 2026

Mergers & Acquisitions (M&A) in the Age of AI

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 complex M&A activity in a technology-driven landscape shaped by AI, advanced analytics and accelerated deal cycles. As competition for assets intensifies and due diligence becomes increasingly data-rich, CFOs must combine financial discipline with digital fluency to assess value, manage risk and drive integration success. The session explores how AI is reshaping deal sourcing, valuation, diligence and post-merger integration, and how finance leaders can use intelligent tools to enhance decision quality and execution speed. Topics include:

• The CFO’s strategic role in AI-enabled M&A
• Using advanced analytics to enhance valuation and due diligence
• Identifying technology, data and capability synergies
• Assessing digital assets, intellectual property and innovation pipelines
• Managing integration risk and realising post-deal value
• Leveraging scenario modelling and predictive insights in deal strategy

This is for Global CFO Academy Delegates only, to find out more or become involved please contact Sandy Markwick (sandy.markwick@winmarkglobal.com)

SPEAKERS

Scott Moeller, Professor in the Practice of Finance, Founder of M&A Research Centre, Bayes Business School | Alida Scholtz, CFO, RAKEZ