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.
The Digital Frontline: Designing Better Customer Journeys with AI
With rising expectations around service delivery and responsiveness, housing providers are increasingly exploring how AI and digital tools can support more effective customer engagement and operational performance. At the same time, organisations are seeking to better understand customer behaviour, particularly where individuals are reluctant to engage, and to ensure that vulnerability is identified and responded to appropriately.
CHAIR
Fiona Harris, CIO, Vivid Homes
SPEAKERS
Darren Carlile, Advisory board member and ex COO Lendable and Capital One
Join this high-impact masterclass led by Paul R Smith, creator of the SOSTAC® planning framework and author of SOSTAC® Guide to Your Perfect Digital Marketing Plan. Ideal for directors and CEOs seeking a powerful, proven framework for marketing success.
You’ll gain a structured, practical approach to digital strategy—perfect for leaders who want to plan, execute, and optimise digital marketing that delivers real results.
Don’t miss this opportunity – reserve your place today!
TRAINERS
Paul Smith, TEDx Talker, international speaker and author, SOSTAC® Plans, PR Smith Marketing
Influence and negotiation are vital for achieving results, whether leading a team or driving change. In this interactive session, you’ll learn how to use your natural style to influence authentically and negotiate with confidence—even in challenging situations.
Led by Vik Kumar, a leadership development expert with over two decades of experience, this session will help you to: Strengthen your influence; elevate your negotiation skills; and lead with purpose.
The role of the Chief Legal Officer has expanded well beyond legal risk management. Today, CLOs are increasingly central to financial strategy, capital allocation, and engagement with investors and the market.
This session explores the evolving relationship between the CLO, the CFO, and Capital Markets, and how legal leaders can add tangible value at the intersection of governance, disclosure, transactions, and investor confidence.
Through a practical, boardroom-focused discussion, the speakers will examine how CLOs and CFOs work together in areas such as equity and debt raises, M&A, earnings disclosures, regulatory scrutiny, and market-sensitive decision-making — and what capital markets teams expect from legal at each stage.
Designed for senior in-house legal leaders, this session will provide real-world perspectives, practical insights, and clear takeaways for CLOs who want to strengthen their influence with finance leaders and play a more strategic role in capital markets activity.
SPEAKERS
Rupert Hopley, Group General Counsel and Company Secretary, Informa
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.
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.
This insightful and engaging session is led by AI expert, Andrew Burgess. Andrew serves as a member of the AI Committee at the British Standards Institute, is a management consultant, accomplished author, and sought-after speaker, renowned for advising organisations on AI strategy, application, and ethics.
During this highly interactive session, you’ll immerse yourself in AI demonstrations and engaging discussions about AI’s role in your business. You’ll gain a comprehensive understanding of AI capabilities, including the transformative impact of Large Language Models, and fully appreciate the benefits they offer.
Ensuring the sponsoring employer understands the trustee agenda
As schemes become better funded, covenants seem to be in a better position but the relationship with the employer remains a challenge. Pension funds are slipping down agendas in terms of priority; economic uncertainty is putting sponsoring employers under strain and corporate activity is increasing. Sponsors are also coming to the table with their own agenda based on increasingly divergent advice and assumptions.
