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.
Winmark C-Suite Summer Drinks – Business State of the Nation: What Should Business Leaders Be Focusing On Today and in the Near Future?
Join Winmark for our annual Summer Drinks Reception and an engaging panel discussion exploring the current State of the Nation from a business leadership perspective. Our panel will discuss the major forces shaping the business environment, the implications for Boards and executive teams, and the practical actions leaders should be taking now to position their organisations for future success.
SPEAKERS
Professor Charlotte Valeur, Non Executive Director, The Bankers Investment Trust PLC & Member of Primary Markets Group, London Stock Exhange Group | Mark Richards, Chairman, VenCap International and Enzagroup | Keith Fraser, Vice Chair, Association of Chief Executives & Public Chairs’ Forum (ACE-PCF) .Chair Youth Justice Board
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
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
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This masterclass examines the CFO’s role in engaging investors, navigating financial markets, and interpreting macroeconomic forces that shape enterprise performance. In a volatile capital environment, CFOs must understand market expectations, capital allocation dynamics, and economic signals, translating them into clear financial strategy and credible stakeholder communication. The session explores how finance leaders position their organisations effectively in the capital markets while strengthening investor confidence and board-level insight. Topics include:
• Engaging institutional investors and managing market expectations
• Capital structure, funding strategy and market positioning
• Interpreting macroeconomic trends and financial market signals
• Communicating performance, outlook and risk with credibility
• Supporting board oversight of market-facing strategy
• Aligning financial strategy with shareholder value creation
Designed for CFOs seeking to deepen their capital markets expertise and strengthen strategic influence with investors and boards.
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London.
This Masterclass is part of the Global CFO Academy and is delivered in collaboration with Bayes Business School, London
Attracting, retaining, and growing top finance talent is critical in an era of skills shortages, evolving expectations, and transformation fatigue. This masterclass equips CFOs with strategies to build resilient, high-performing teams through a blend of talent analytics, culture development, and adaptive leadership. You’ll learn how to compete in a high-demand market, nurture key capabilities, and create attractive and diverse career paths.
Topics include:
• Finance workforce trends and strategic hiring
• Closing skills gaps and hiring for adaptability
• Motivating teams in flat or matrix structures
• Raising the finance function’s profile as an employer of choice
• Leveraging L&D, coaching, and cross-skilling
• Building a culture of accountability, agility, and inclusion
This is for Global CFO Academy Delegates only, to find out more or become involved please contact Sandy Markwick (sandy.markwick@winmarkglobal.com)
