EVENTS

14 Jul 2026

AI & Boards

Artificial Intelligence is rapidly reshaping business models, operating structures, workforce dynamics and competitive advantage — creating both opportunity and risk for Boards and Non-Executive Directors. This Chairs & NED discussion will explore how Boards should govern AI, the questions directors should be asking management teams, and how organisations can balance innovation, ethics, cybersecurity, regulation and long-term value creation.

CHAIR

Helene Usherwood, Senior Partner, Anderson Quigley

SPEAKERS

Matt Frank, Independent Advisor, former Chief AI & Innovation Officer, Telana | Ian Golding, Chief Digital Information & AI Officer, TC Group | Celia Pronto, Non-Executive Director & Remuneration Committee Chair, South East Water | Baroness Wendy Alexander, Chair, The Electrotechnical Joint Industry Board
07 Aug 2026

One Day MBA for Young Adults

Aimed at those aged 18-25, our One Day MBA for Young Adults is a great way to get a grounding in the key tools and concepts of a full MBA and put them in the context of real-world business challenges. Utilising practical exercises and thought leadership, the course is designed to expand your knowledge using the latest insights into business strategy, corporate governance and leadership.

TRAINERS

John Jeffcock, CEO, Winmark
11 Sep 2026

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
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
24 Sep 2026

Resident Scrutiny – How do we hear the voice of the resident?

Across the housing sector, the ability to genuinely understand and respond to residents is becoming a defining mark of organisational excellence.

CHAIR

Natalia Hadfield, Head of Customer Experience, Vivid Homes

SPEAKERS

Craig Taylor, Director of Customer Operations, Amplius | Naomi Sweeting, Director of Customer Research & Insight, Places for people
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
06 Oct 2026

AI & Tech: Innovation Pathways & Capital Priorities

At this Chairs & NED meeting we will examine the rapidly evolving technology and AI landscape. Clif will share what he is currently seeing across the sector, with a particular focus on artificial intelligence, which Goldman Sachs views as an emerging industrial revolution. He will outline how investment flows into AI are shifting, the innovative business models gaining traction, and how these trends are shaping both private and capital markets. Clif will also provide a concise overview of Goldman Sachs’ own activities in this space, offering valuable strategic insight for Chairs and NEDs.

CHAIR

Devyani Vaishampayan, Non-Executive Director, ForvisMazars

SPEAKERS

Clif Marriott, Partner, Co-Head of European TMT Investment Banking, Goldman Sachs
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