Navigating Growth & Trust – The CMO’s Dilemma of Expansion Through Partnerships
For many brands, partnerships have become an increasingly attractive route to growth. They offer access to new audiences, new markets and new sources of relevance at a time when traditional marketing channels are becoming more expensive and less effective. Yet every partnership comes with a question: does it strengthen the brand, or dilute it?
SPEAKERS
Emilie Despois, Chief Marketing Officer, Fine & Country
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.
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
This Masterclass is part of the Global GC Academy and is delivered in collaboration with The Dickson Poon School of Law, King’s College London.
This masterclass provides General Counsel with the tools, insights and frameworks to proactively manage legal risk and respond confidently to disputes and crises. With rising regulatory complexity and reputational stakes, GCs must lead on risk awareness, compliance and organisational resilience. The session covers how to assess and mitigate legal, regulatory and commercial risks, embed a risk-conscious culture, and prepare for crisis scenarios. Practical strategies will be shared for managing litigation, optimising external spend, and implementing an effective crisis response.
Topics include:
• Staying ahead of legal and regulatory developments
• Embedding risk awareness across the organisation
• Avoiding and managing litigation effectively
• Crisis planning and the Prepare / Respond / Recover framework
• Legal’s leadership role in business continuity
• Leveraging legal tech and external partners in risk mitigation
This is for Global GC Academy Delegates only, to find out more or become involved please contact Ben Palmer (ben.palmer@winmarkglobal.com)
SPEAKERS
Harry Borovick, General Counsel & AI Governance Officer, Luminance Technologies | Mark Cockerill, SVP, Legal – Corporate, M&A and International Development, ServiceNow Inc.
AI agents sound like something that needs a development team, a budget line and a six-month project plan. They are not. The tools now exist for a legal leader to build a working agent, one that takes a task, works through it step by step and hands back a finished output, in the time it takes to drink a coffee.
SPEAKERS
Ben Palmer, C-Suite Director, Winmark | Catherine Qi, Head of Research, Winmark
The Right Thing to Do for businesses? The Risks of Speaking Up & Staying Neutral
Companies have often felt that taking a position on some of the issues of the day (#MeToo, BLM, Ukraine) was an expression of their values, where they stood as a company. However on issues that are controversial, whichever side an organisation takes will, by definition, be divisive. The pressures internally can be very strong – from staff networks or other groups of colleagues – and equally the pressure externally from activists, campaigns and various kinds of accreditation.
SPEAKERS
Simon Fanshawe OBE, Chair, Hexagon Housing Association | Neil Morrison, Group Human Resources and Communications Director, Severn Trent | Helen Webb OBE, Chief People Officer, John Lewis Partnership
Developments in Pension Trustee Board Effectiveness, Recruitment & Remuneration
Our annual remuneration survey of Pension Fund Chairs and Trustees is designed to highlight trends around chair and trustee pay and related topics. At the survey launch discussion, we will be sharing the main highlights as well as insights into current board effectiveness priorities and challenges.
SPEAKERS
Jenny Gibbons, Head of Trustee Governance Consulting, WTW | Luna Fadayel, Scheme Actuary & Relationship Manager, WTW | Catherine Qi, Head of Research, Winmark | Tamara Dupree, Head of Financial Services, Nurole
Artificial Intelligence has moved beyond experimentation to become a strategic business imperative. Yet despite significant investment, many organisations struggle to move from isolated pilots to enterprise-wide transformation. While individual use cases often demonstrate value, relatively few companies have successfully embedded AI across core business processes at pace and scale.
CHAIR
Adela Araujo, VP President Programme and Portfolio Delivery, Colt Technology Services
SPEAKERS
Arslan Sharif, Chief Digital and Information Officer, Moto Hospitality
USA ‘Deep Dive’: The Tax Environment for Multinational Groups
In the latest in our ‘deep dives’ into specific regions and countries we turn our attention to the USA. This discussion will be of interest to tax directors from a wide range of groups which have operations or trading relationships in the USA. It will also be of interest to regional Heads of Tax of US-owned groups reporting into group HQ.
CHAIR
Sandy Markwick, C-Suite Director, Winmark
SPEAKERS
Rodrigo Gastalver, Global Head of Tax, Ferroglobe Plc
