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Beyond the New Normal – Redefining the Workplace

11 Jan 2021
Boards, governance & stakeholders
Innovation, operations & business models
Affordable & social housing

With more than a third of full-time employees now working from home at least one day a week, what are the learning points we need to assimilate to ensure the redefined workplace works for the individual but also the organisation? Also, what are some of the implications or...
SPEAKER(S): Rachel Credidio, Group People & Transformation Director, Aster Group | Julie Moore, Tax Director, RSM UK Management Limited | Eugene Wojciechowski, Partner, Penningtons Manches
CHAIR: Allison Kloppenborg, Head of HR, Sovereign Housing Association

BLA Masterclass: Developing a High Performing Team

15 Jan 2021
People, leadership, performance & diversity
Academies

What are the characteristics of high performing teams, and what must a leader do to build one? Drawing on lessons from diverse organisations such as Google and the British Army we shall explore the roles of both the leader and the led in the team, and how a leader can...
TRAINER(S): Jamie Pennington, Director, Pennington Hennessy Ltd

The psychology of leadership: motivation and resilience

19 Jan 2021
People, leadership, performance & diversity
CEO & entrepreneurs
CLO, ethics, risk, legal & compliance
CHRO, talent, learning & culture
CFO, finance, tax & treasury

For many, the world has become a much scarier place. This, combined with extended periods of home working, have led to well documented and widespread feelings of isolation and anxiety across workers at all levels. That's involved serious challenges around motivation and focus, collaboration with colleagues and productivity. Managers and leaders have, for some time now, been in the unenviable position of trying to...
SPEAKER(S): Jonathan Coppin, Psychotherapist, Moult Coppin Limited | Géza Palocsay, CEO, Adevinta Hungary
CHAIR: Stephen Pierce, Deputy Managing Director & Chief HR Officer, Hitachi Europe

Embedding sustainability & social value in procurement

20 Jan 2021
Climate, sustainability & society
Alignment, change & transformation
COO, climate, sustainability, supply & procurement

Balfour Beatty is a leading international infrastructure group who finance, develop, build and maintain innovative and efficient infrastructure that underpins daily life, supports communities and enables economic growth. Aaron Reid is a sustainable procurement and supply chain diversity...
SPEAKER(S): Aaron Reid, Head of Sustainable Procurement, Balfour Beatty
CHAIR: Meena Hans, Chief Sustainability Officer, Winmark

IBM: The Cutting Edge of B2B Marketing

20 Jan 2021
Innovation, operations & business models
Growth, media & international
CMO, marketing, communications & sales

Alison will lead a discussion on the trends of cutting edge B2B marketing and how brands need to redesign their approach to digital. With 27 years at the company under her belt, she now heads up a large international team responsible for marketing strategy and delivery of IBM’s brand and reputation, as well as its sales pipeline development.
SPEAKER(S): Alison Orsi, Vice President Marketing, Communications & Citizenship, IBM
CHAIR: James Kelliher, Chief Executive Officer, Whiteoaks International

The Burning Issues on the COO Plate

21 Jan 2021
People, leadership, performance & diversity
COO, climate, sustainability, supply & procurement

Nathan Bennett is the Author of Riding Shotgun: the role of the COO. Recently updated in 2018, the book is one of the few publications to attempt to crystallise the role of COO and the value it can bring to an organisation.
SPEAKER(S): Nate Bennett, Professor and Author, Georgia State University
CHAIR: Darren Carlile, Head of Customer Operations, Capital One

OrbitEarth: Tackling Climate Change

22 Jan 2021
Climate, sustainability & society
Affordable & social housing

UK social landlords and housing associations have a fundamental role to play in reducing the environmental impact that arises from building homes, as well as maintaining them. Orbit will talk us through their environmental policy & framework, ecological...
SPEAKER(S): Sam Scharf, Director of Community Investment, Orbit Group | Craig Wilcockson, Group People Director, Orbit Group
CHAIR: Vicky Askey, Director of Change and Improvement, Longhurst Group

BEA Masterclass: Project Management & Consulting Skills

26 Jan 2021
Innovation, operations & business models
Academies

This masterclass considers project management alongside the consultancy process – two similar processes that benefit from each other. Attendees leave with two key templates that will enable them to scope and implement successful projects.
TRAINER(S): Denise Creisson, Lecturer, University of Northampton

BEA Masterclass: Operations Management

26 Jan 2021
Innovation, operations & business models
Academies

This workshop enables attendees to develop their potential in operations management through discussion, activities, and learning new skills. It aims to increase understanding of different approaches to Operations Management and, combined with real-life examples, provides...
TRAINER(S): Denise Creisson, Lecturer, University of Northampton

Creating a Digital Business

27 Jan 2021
Tech, cyber, data & digital
CIO, information security, digital & data

The digital economy goes much further than simply using the new technologies; it is a way of re-thinking the company. According to a report by Gartner (“Six key steps to build a successful digital business”), by 2017, 25% of companies would have...
SPEAKER(S): Sean Gilchrist, Chief Digital Officer, The Co-operative Manchester
CHAIR: Andrew Marks, Chief Information Officer, The Paragon Group of Companies

The impact of fiduciary management on investment governance & CMA tender update

27 Jan 2021
Boards, governance & stakeholders
Chair of pension trustees

"As a trustee board, you retain ultimate responsibility for a scheme’s investments, but this doesn’t mean that you have to (and you may not be permitted to) do everything yourself and you may find professional advice is required to understand where delegation is appropriate." This quote is taken directly from...
SPEAKER(S): Vicky Casebourne, Director, Business Development, Kempen Capital Management UK | Lara Edmonstone-West, Director, Business Development, Kempen Capital Management UK
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

The FRC transition to ARGA: strategic priorities & driving change

28 Jan 2021
Boards, governance & stakeholders
Presidents, chairs & non-executive directors

The Financial Reporting Council saw significant progress in its transition into the Audit, Reporting, Governance Authority (ARGA) in 2020. The transformation has been centred around recommendations from the Kingsman Review, with the aim being to drive step change in audit quality, corporate reporting & a new...
SPEAKER(S): Sir. Jon Thompson, CEO, Financial Reporting Council (FRC)
CHAIR: Diane Moore, Portfolio NED, Cantor Fitzgerald, Habib Bank & Axis Bank

University CIO Network Meeting

28 Jan 2021
Innovation, operations & business models
CIO, information security, digital & data

Winmark's next University CIO Network Meeting will provide an open conversation about the challenge's colleagues are facing due to the pandemic. The agenda will be confirmed shortly and announced soon. The last meeting discussed blended learning, remote applications, remote working and virtual open days.
SPEAKER(S): Greg van der Gaast, CISO, University of Salford
CHAIR: Dr. Mark Ferrar, CIO, Newcastle University

Building and developing the Tax team – how are the challenges evolving?

02 Feb 2021
People, leadership, performance & diversity
CFO, finance, tax & treasury

How can we build effective teams with a balance of skills and diverse thinking? With the Big 4 scaling down graduate training, the traditional recruitment pipeline offers less potential than in the past. Where else can Heads of Tax look to recruit talent or...
SPEAKER(S): Sarah Fahy, Former Vice President, Global Tax Office Europe, Sony | Adam Eagers, Group Tax Director Europe, AS Watson

BLA Masterclass: Managing Your High Performing Team Remotely

05 Feb 2021
People, leadership, performance & diversity
Academies

Much has been written about personal resilience, but what about the team? What should a leader do to build team resilience when running a distributed workforce, many of whom did not choose to work from home? How should a leader model resilience, and how should they ensure...
TRAINER(S): Jamie Pennington, Director, Pennington Hennessy Ltd

How will the government review on RPI/CPI affect pension schemes?

09 Feb 2021
Boards, governance & stakeholders
Chair of pension trustees

In this session, members will discuss the government review on the reform to RPI, where we will address the differences between RPI & CPI, what this means for inflation and the knock-on affect to pension schemes that Trustees must be aware of.
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham | Richard Gibson, Partner, Barnett Waddingham
CHAIR: Melanie Cusack, Client Director, ptl

Internal talent: Identifying & developing rising stars

10 Feb 2021
People, leadership, performance & diversity
CEO & entrepreneurs
CHRO, talent, learning & culture

Businesses would be nothing without their people. There has been much discussion about succession planning in businesses at the top level, but with the integration of the new generation of workers, the importance of leadership being able to identify, develop & support rising stars and breeding new talent has increased dramatically. In this session, we will look at the...
SPEAKER(S): Nick White, Head of Junior Talent EMEIA, Fujitsu | Mandy Reader, UK Apprenticeship and Supply Chain Capability Manager, PepsiCo

​​​​​​​Putting Digital Innovation at the Heart of Housing Industry

11 Feb 2021
Innovation, operations & business models
Alignment, change & transformation
Affordable & social housing

Technology is leading to innovations in customer experience but it that leading to better engagement with clients and improved outcomes?
SPEAKER(S): David Ripley, Executive Director of Customer Services, Thirteen Housing Group
CHAIR: Jane Porter, Chief Operating Officer, Optivo

Better Data & Decisions: How to understand & manage your data to maximise insights & reporting

11 Feb 2021
Tech, cyber, data & digital
CIO, information security, digital & data
COO, climate, sustainability, supply & procurement
CFO, finance, tax & treasury

There's value in data, but there are also costs and risks. Who should be involved in managing data; from capture through to storage, analysis and, ultimately, its commercial and strategic use? In this discussion a CFO, CIO and COO explore where responsibilities lie and what works best.
SPEAKER(S): Benay Sager, COO, Intelligent Debt Management Group, South Africa | Nina Tatsiy, Regional CIO, British American Tobacco
CHAIR: Mike Aspinall, Chief Financial Officer, Exonar

In conversation with Saj Arshad Chief Customer & Innovation Officer at Santander

12 Feb 2021
Innovation, operations & business models
CMO, marketing, communications & sales

Saj Arshad has over 20 years of global commercial marketing experience with senior roles in mobile, consumer and finance. A Board Member and Fellow of the Marketing Society and a Member of the Marketing Week Vision 100, He has a wealth of expertise in all aspects of marketing, digital and sales in B2C and B2B businesses including...
SPEAKER(S): Saj Arshad, Chief Customer & Innovation Officer, Santander UK
CHAIR: Chris Daly, Chief Executive Officer, The Chartered Institute of Marketing

GMP Equalisation: What have we learned from pension schemes & where are we now?

16 Feb 2021
Boards, governance & stakeholders
Chair of pension trustees

The importance of GMP Equalisation is undoubted, but there is a growing level of fatigue on the topic due to a lack of established examples coming to implementation. However, over recent months a major push has occurred with schemes now entering the implementation phase which will...
SPEAKER(S): Vicky Mullins, Senior Consultant, XPS Pensions Group

Leading through lockdown: integrity, purpose & governance

18 Feb 2021
Boards, governance & stakeholders
Purpose, values, strategy & culture
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CHRO, talent, learning & culture

In this session we will look at how COVID-19 has changed the way organisations govern and the importance of the board leading with transparency and purpose. The pandemic brought about a whole new way of working, with an increased focus on how we communicate and engage with...
SPEAKER(S): Sir David Behan, Chair, HC-One | Atholl Duncan, Chair, Black Isle Group | Vivienne Artz, Chief Privacy Officer, Refinitiv
CHAIR: John Dembitz, Portfolio NED & Chairman

The Tax function challenges of global mobility in 2021

23 Feb 2021
CFO, finance, tax & treasury

The Covid crisis has led to a different scale of tax management challenge relating to internationally mobile workforces than in the past. During the lockdowns of 2020, many international groups saw the rapid increase in the number of employees working in locations outside the jurisdiction of their employer. It is a phenomenon which is evolving, but there will...
SPEAKER(S): Darren Tish, Head of Tax Compliance, M&G plc

BEA Masterclass: Executive MBA

24 Feb 2021
Purpose, values, strategy & culture
Academies

A full-day Masterclass that introduces EAs to the key concepts and tools covered in a full MBA. Utilising practical exercises and thought leadership, the course is designed to expand your knowledge and challenge your view of your own organisations and the environment it operates in. Considered to be...
TRAINER(S): John Jeffcock, CEO, Winmark Global

The Road to 2030: Strategic asset allocations for pension schemes

25 Feb 2021
Growth, media & international
Innovation, operations & business models
Chair of pension trustees

In this session, we will be looking at strategic asset allocations for pension schemes to consider in the medium term as they begin to evolve a more mature long-term funding target & journey planning strategy. Discussions will cover...
CHAIR: Joanna Matthews, Chair of Trustees, Vodafone, Civil Aviation Authority & Siemens pension schemes

Managing crises and supply chains: a Total SE case study

26 Feb 2021
Innovation, operations & business models
CLO, ethics, risk, legal & compliance

Total SE is a French multinational energy company founded in 1924 and one of the seven "Supermajor" oil companies in the world. It is present in over 130 countries and its businesses cover the entire oil and gas chain, from exploration and production, transportation, refining and trading. As part of its ambition to get to...
SPEAKER(S): Rowen McBrien, Vice President Legal, Europe & Central Asia, Total Exploration and Production
CHAIR: Alissa Foale, Chief Legal Officer, Brewin Dolphin Ltd

BLA Masterclass: Your High Performing Team as Continuous Change Agents

26 Feb 2021
People, leadership, performance & diversity
Academies

High performing teams develop strong cohesion. As the business adapts and grows, however, it is necessary for teams to change too - both in purpose and structure. Change is continuous. So how do you move a team from forced external change to accepted internal transition? What things help and hinder the change process, and what...
TRAINER(S): Jamie Pennington, Director, Pennington Hennessy Ltd

What your pension scheme audit doesn’t do

04 Mar 2021
Boards, governance & stakeholders
Chair of pension trustees

With the various new layers of disclosure, compliance and risk, Trustees are looking towards their auditors for support and advice, only to find the response in some cases being less than helpful and leaving the burden with the Trustee Board...
SPEAKER(S): Ian Bell, Head of Travel & Tourism, RSM UK | Karen Tasker, Director, RSM UK
CHAIR: Max Graesser, Chair of Trustees, Ricoh Pension Scheme

New ways of working – rethinking how to innovate, communicate and deliver

05 Mar 2021
Purpose, values, strategy & culture
CFO, finance, tax & treasury

Mass roll-out of a Covid-19 vaccine is the great hope for 2021, but will people want to return to pre-Covid working practices? Polls indicate that people welcome the flexibility to work from home and the genie is out of the bottle: the pandemic has shown than many companies and employees can make a success of remote working. In a more...
SPEAKER(S): Kelvin Stagg, Chief Financial Officer, Page Group
CHAIR: Talita Ferreira, CEO, Authentic Change Solutions

BLA Masterclass: Creating higher levels of team performance through trust

05 Mar 2021
People, leadership, performance & diversity
Academies

Lack of trust has been cited as a key component of dysfunctional teams but what can you do as a leader to foster trust within and between teams? How do you create the conditions necessary to allow trust to grow to ensure this essential component of high performing team is in place?
TRAINER(S): Talita Ferreira, CEO, Authentic Change Solutions

Tech Governance & Risk

09 Mar 2021
Tech, cyber, data & digital
Boards, governance & stakeholders
CLO, ethics, risk, legal & compliance
CIO, information security, digital & data

Technology and data is now at the heart of most organisations and the governance, risk and compliance challenges its presents are material. It is no longer sufficient to treat technology as a distinct function of a business, to be treated in isolation. As it is vital to almost every business function, board and C-Suite members must be not only...
SPEAKER(S): Alexia Maas, SVP General Counsel, Volvo Financial Services | Christian Fahey, VP Legal Affairs, Inmarsat
CHAIR: Michael Harte, former Chief Operating Officer, Barclays plc and Santander UK

More than a seat at the table: breaking through the concrete ceiling

10 Mar 2021
People, leadership, performance & diversity
Affordable & social housing

Developing a diverse workforce team isn’t just a nice thing to do anymore. It’s an essential part of the business which will help ensure longevity in a time of rapid change. Despite attempts by the sector to improve diversity and...
SPEAKER(S): Mushtaq Khan, Chief Executive Officer, Housing Diversity Network | Althea Efunshile, NED, Metropolitan Thames Valley
CHAIR: Elizabeth Froude, CEO, Platform Housing Group

The language of risk: articulating risk concepts

11 Mar 2021
Risk, ethics & geopolitics
Presidents, chairs & non-executive directors
CEO & entrepreneurs

What does risk mean to your organisation? Risk has often been side-lined as a tick box exercise, reviewed annually but very rarely developed and only ever brought into the limelight in times of crisis. Not understanding & addressing your risk effectively can impact the business in the short, medium & long-term.
SPEAKER(S): Alex Hindson, Chief Risk & Sustainability Officer, Argo Group | Marcia Cantor-Grable, Chair of the Board Risk Committee, Societe Generale
CHAIR: Christopher Burt, Co-founder & Director, Risk Coalition

Fit for the future: Post-M&A marketing challenges

16 Mar 2021
Alignment, change & transformation
Innovation, operations & business models
CMO, marketing, communications & sales

Apex Group Ltd. is a global financial services provider founded in 2003. With 45 offices worldwide Apex delivers a range of services to asset managers, capital markets, private clients and family offices. Over the past 5 years the company has pursued an...
SPEAKER(S): Rosie Guest, Global Head of Marketing and Communications, Apex Group Ltd

Re-imagining legal operations: A KPMG workshop

17 Mar 2021
Innovation, operations & business models
CLO, ethics, risk, legal & compliance

With changing expectations from colleagues and business partners, budgets pressures and the impact of new technology, traditional legal operations models are in danger of becoming obsolete. In this design thinking workshop, experts will guide you to reevaluate your...
SPEAKER(S): Nicola Brooks, Director, Head of Legal Operations Transformation Services, KPMG

What CFOs expects from their in-house Tax functions

18 Mar 2021
People, leadership, performance & diversity
Alignment, change & transformation
Purpose, values, strategy & culture
CFO, finance, tax & treasury

As a cost-centre, in-house Tax functions are under constant pressure for resources, all the more so in the face of Covid-induced economic downturn. CFOs can be expected to apply additional scrutiny to headcount, budgets and location of all back-office functions. At this meeting, attendees will be able to...
SPEAKER(S): Patrick Butcher, Group CFO, Capita plc

Building trust through employee engagement: a Fortnum and Mason case study

18 Mar 2021
People, leadership, performance & diversity
CHRO, talent, learning & culture

Engagement across a business has always been a focus for HR, however, it has now become pivotal for business success. Companies that get their employee strategy right show increased levels of trust at all levels in the business which in turn improves morale, productivity and organisational resilience...

*Please note the date for this session is provisional and subject to change. Bookings will open once the date is confirmed.*
SPEAKER(S): Alexandra Buxton, Culture & Talent Director, Fortnum & Mason

Buy-in/Buy-out market opportunities & Threats: 2020 review & looking forward

25 Mar 2021
Growth, media & international
Risk, ethics & geopolitics
Chair of pension trustees

2020 was an extraordinary year for the pensions industry, with the pandemic underpinning the frenzy of activity that schemes & Trustees were experiencing. For many schemes, it was time to take stock of their position and being assessing their journey plan and what the future holds. In this session, we will review the 2020...
SPEAKER(S): Sammy Cooper-Smith, Business Development, Rothesay Life

CSA Masterclass: The seven shifts to the mastery of great leadership

26 Mar 2021
People, leadership, performance & diversity
Academies

Talita Ferreira, former CFO at BMW and portfolio NED, has been in conversation with senior leaders to research her next book. She will be sharing key insights from her research to help Winmark members in their journey towards mastering great leadership.
TRAINER(S): Talita Ferreira, CEO, Authentic Change Solutions
CHAIR: Stephen Pierce, Deputy Managing Director & Chief HR Officer, Hitachi Europe

Beyond the Tax function – professional opportunities for Heads of Tax

30 Mar 2021
People, leadership, performance & diversity
CFO, finance, tax & treasury

In a deep economic downturn, businesses will put all costs under the spotlight. With the value of the tax function, post-BEPS, focused on reputation and risk management rather than as a profit centre, CFOs may call into question expensive central London locations for tax functions and headcount in the tax function. Heads of Tax may be...
SPEAKER(S): Paul Morton, NED, HMRC | Sarah Fahy, Former Principal Advisor to Head of Tax, Sony

Pensions Bill & CIGA

15 Apr 2021
Alignment, change & transformation
Chair of pension trustees

In this session, we will explore how the pensions bill will impact schemes and the key areas for Trustees to look out for. We will also analyse the pensions bill against CIGA, and how certain provisions of CIGA could in fact undermine what is being suggested in the bill. What are these...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida

Investing in the New Normal

20 Apr 2021
Boards, governance & stakeholders
Innovation, operations & business models
Affordable & social housing

The Affordable Housing Sector is undergoing the biggest shake up in a generation which is causing Housing Associations to review business models, revenue-generating activities, development, cost efficiencies, etc – while maintaining their core purpose. Covid-19 has sent the UK economy into a nosedive, weak...
SPEAKER(S): Waqar Ahmed, Group Finance Director, L&Q Group

Sustainability: ESG & responsible reward

22 Apr 2021
Boards, governance & stakeholders
Climate, sustainability & society
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CFO, finance, tax & treasury

In this session we will explore sustainability initiatives and practical examples of what businesses are doing to enhance their ESG focus. As pressure mounts on the work organisations must do to play their part in such an important global theme, we will hear about some of the ways boards are...
SPEAKER(S): Nick Lakin, Group Director of Corporate Affairs, Kingfisher | Caroline Laurie, Head of Sustainability, Kingfisher | Laszlo Bekefi, General Manager, Coca-Cola HBC Hungary
CHAIR: Claudine​ Blamey, Head of Sustainability and Digital Strategy, Argent Services

Facilitating commercial decision-making

23 Apr 2021
Purpose, values, strategy & culture
CLO, ethics, risk, legal & compliance

Historically, in-house legal teams were viewed by many commercial colleagues as merely an admin or back office function. Thankfully, that view is now changing. Still, in many businesses, In-House Counsel are seen as ‘the department of No’, stifling growth, creativity and blocking progress. Overcoming these negative perceptions is crucial if...
SPEAKER(S): Ákos Fetki, Legal Director & Compliance Officer, Coca-Cola Hellenic Bottling Company

CIO Career Paths: Transitioning to a COO Role

27 Apr 2021
People, leadership, performance & diversity
CIO, information security, digital & data

What’s the next step on the career path for ambitious CIOs? As businesses adapt to the digital economy, any COO must be able to demonstrate significant IT leadership skills in order to be successful. Businesses of all sizes are now scrambling to digitise their legacy business models and leverage data to improve operations and customer experiences. This large scale...
SPEAKER(S): Mark Foulsham, Chief Operating Officer, Kensington Mortgages

The Role of the COO in the age of AI

28 Apr 2021
Tech, cyber, data & digital
COO, climate, sustainability, supply & procurement

Imagine a future, in five to ten years time, where organisations have advanced, from today’s handful of AI proof of concepts and pilot projects, to that future where AI is fully embedded throughout the organisation. What will the new operating models look like? How will humans...
SPEAKER(S): Antony Turner, Chief Operating Officer, Coefficiency Lab

Funding Code: implications for covenant developments & scheme journey planning

06 May 2021
Alignment, change & transformation
Chair of pension trustees

We will assess how the awaited funding code will establish a whole layer of focus for pension schemes in how they map out their sponsor covenant to ensure the funding levels & journey plan align. We will discuss look at how this will impact both from a sponsor & scheme perspective as well exploring...

Creating Safe Environments & Improving Behaviours

12 May 2021
People, leadership, performance & diversity
Affordable & social housing

The pandemic has driven people indoors and changed the way social landlords work and engage with communities, as well as increasing pressures in those communities. The sector has seen a huge spike of anti-social behaviour (ASB) cases in the past few months as tensions build within the...
SPEAKER(S): Chris Grose, Head of Housing Advisory Services, Capsticks Solicitors | Karen Ransted, Anti-Social Behaviour Service Manager, Aster Group

Is it time to rethink the Board model?

13 May 2021
Boards, governance & stakeholders
Presidents, chairs & non-executive directors
CEO & entrepreneurs

The changes to the way we work created much debate in C-Suite on whether the current board model is outdated. Organisations are tackling the developing requirements of their people and clients, and aligning new strategies has never been more important to the future success of the business. But is the...
SPEAKER(S): Nikki Demby, Chair of Remco, Essentra plc & Partner, Stork & May | Alice Maynard, NED & Chair of Nomco, Financial Conduct Authority

Cyber Risk developments for pension schemes & reviewing the evolution of GDPR

20 May 2021
Boards, governance & stakeholders
Chair of pension trustees

The changes to the way we work have only increased the threat of cyber-attacks. Pension schemes have numerous avenues that could be susceptible to cyber threats, from Trustees & advisers all the way through to the members. In this session we will explore how cyber-attacks have evolved and why awareness for schemes has...

Digitalisation: How the speed of innovation is changing business

27 May 2021
Innovation, operations & business models
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CIO, information security, digital & data

The world of work changed dramatically in 2020, with the pandemic forcing companies to embrace technology more than ever before. Businesses need to have the right processes in place to help support productivity internally, with many already sighting improvements in the culture. With this comes the increased capability of supporting customers who's...
SPEAKER(S): Andrew Rear, Non-Executive, Chairman Buckle | Dax Grant, CIO - Global Operations, HSBC Bank

The Funding Code & key considerations for pension schemes

08 Jun 2021
Alignment, change & transformation
Chair of pension trustees

Over the past 18 months the pensions industry has seen the scheme funding code guidance go through multiple consultations as the TPR looked to refine the principles of scheme funding practice for the UK DB schemes and their sponsors. Following the official release of the code, we will explore what this means for schemes, looking at...
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham
CHAIR: Susan Jee, Chairman, Babcock International Pension Scheme

A combination of difference: Talent, productivity & diversity

10 Jun 2021
Purpose, values, strategy & culture
Presidents, chairs & non-executive directors
CEO & entrepreneurs

Board diversity has been a consistent challenge for many organisations over the past decade. Senior leaders have met on countless occasions to share challenges and solutions only to find themselves facing the same barriers that have prevented their business from improving the inclusiveness of the workforce. The impacts of a lack of...
SPEAKER(S): Fiona Hathorn, CEO & Portfolio NED WOB UK
CHAIR: Monica Chadha, Portfolio NED, Queen Mary University of London

Resilience, Agility & Building Stronger Defences Against Cyber-Attacks

11 Jun 2021
Tech, cyber, data & digital
Affordable & social housing
CIO, information security, digital & data

Worryingly, most people think of cyber security as an IT issue, but statistics prove that 60% of cyber attacks come from people on the inside i.e. your employees & suppliers. So, as well as having the tech in place, it's crucial that your organisation has the right policies, governance, procedures, monitoring and...
SPEAKER(S): Paul Davies, CISO, Harrods

ESG practical implementation: going beyond standard reporting & compliance

22 Jun 2021
Alignment, change & transformation
Chair of pension trustees

In this session we will discuss some of the innovative ways schemes are approaching ESG, looking at the work Trustee boards and advisers are doing to move beyond the standard reporting and compliance work that has historically satisfied demands of the regulator & sponsor. ESG continues to be a topic high on the agenda for all organisations, not just...
CHAIR: Robert Branagh, Chief Executive Officer, London Pensions Fund Authority

Know your Audience: The changing consumer landscape

24 Jun 2021
Innovation, operations & business models
Alignment, change & transformation
CEO & entrepreneurs
Presidents, chairs & non-executive directors

Throughout COVID-19 organisations have responded in various different ways to ensure they can to operate and deliver services to their customers. Despite the necessity of these changes, businesses have seen their customers’ requirements develop and...
SPEAKER(S): Zsolt Zaprel, CEO, IPG Mediabrands

Administration and the 3 D’s: Data, Digitalisation & Dashboards

08 Jul 2021
Tech, cyber, data & digital
Chair of pension trustees

In this session, we will explore 3 key areas that are evolving the administration market and how important it will be for Trustees to understand their benefits to the pension scheme. We will look at how data is changing the way we manage the membership, why innovation is playing a key role for administrators in the new world of...

Developing stakeholder requirements & changing mind-sets

13 Jul 2021
Boards, governance & stakeholders
Presidents, chairs & non-executive directors

This session will aim to explore how organisations are evolving the way they operate, focusing on the critical role played by the board in helping the adjust and develop key stakeholder mindsets. We will analyse how a culture of driving shareholder value alone is becoming ineffective and how mindsets are shifting towards a...
SPEAKER(S): Celia Pronto, Managing Director, Love Home Swap and Portfolio NED, Moto Hospitality & South East Water Uk

Letting your people lead you

14 Jul 2021
People, leadership, performance & diversity
CEO & entrepreneurs

What can we learn from our people? What has COVID demonstrated to CEO’s and business leaders about the importance of trust? In this session we will explore the importance of identifying our peoples core skills to put them to optimum use with the objective of improving the wider performance of the business. Perhaps more than ever, organisations relied on...

Grenfell Tower: 4 Years On

20 Jul 2021
Boards, governance & stakeholders
Affordable & social housing

Following the tragic incident at Grenfell Tower, we must learn, reflect, and do everything in our power to make sure this never happens again. This session will recap on the current position in relation to various current inquiries, advise members on what they should be doing to...
SPEAKER(S): Dame Judith Hackitt, Chair, Industry Safety Group
CHAIR: Elizabeth Froude, CEO, Platform Housing Group

Analysing your pension scheme costs & how to keep them down

21 Jul 2021
Boards, governance & stakeholders
Chair of pension trustees

In this session we will discuss how pension schemes can better equip themselves to analyse their external spend. Controlling costs has a compounding effect, which rolls up over time and has a massive impact later down the line and Trustees have a responsibility to their Sponsor and members to clearly show how...
SPEAKER(S): Karen Tasker, Director, RSM UK Management Limited

Trustee Board Effectiveness: Discretionary decision-making

07 Sep 2021
Boards, governance & stakeholders
Chair of pension trustees

Trustee board effectiveness has become an integral part of helping to improve the governance and performance of pension schemes. Trustees ultimate duty is deliver and fulfil member benefits, and in between the collaboration between the Trustee Board, advisers & sponsor is paramount to success. This workshop will help members to identify the challenges in their...

What I wish I knew before I was a CEO

15 Sep 2021
Boards, governance & stakeholders
CEO & entrepreneurs

In this annual session, we hear from current & former CEOs on their experiences of leading organisations from the very top. Speakers have shared insight into what they wish they would have known before taking the job, what they would do differently if they start over, the main challenges they have faced and how they overcome...

Evolving NEDs from operational to strategic: Optimising your NED contribution

16 Sep 2021
Boards, governance & stakeholders
Presidents, chairs & non-executive directors

In this session we will explore how the role of the NED has evolved over time and the importance of NEDs understanding how their role impacts the wider business objectives. We aim to cover a number of themes on this extremely important topic including...

Investment & Funding triggers and integrated risk on the path to the end-game

23 Sep 2021
Boards, governance & stakeholders
Chair of pension trustees

In this session we will discuss how Trustee Board must be aware and focus on the investment and funding triggers on the path to the end-game. We will look at practical examples of where Trustees can help improve the collaboration between their advisers and members will also explore...

Effective optimisation of the workforce: Tech enablers for your people & clients

07 Oct 2021
Tech, cyber, data & digital
Presidents, chairs & non-executive directors
CEO & entrepreneurs
CIO, information security, digital & data

Changes in the way we work and developing new skills throughout the workforce is integral to the future success of organisations as organisations evolve their internal capability. In this session we will explore how technology is enabling businesses to better optimise the way they work, bringing their...

The sponsor covenant and optimising the scheme / sponsor relationship

21 Oct 2021
Boards, governance & stakeholders
People, leadership, performance & diversity
Chair of pension trustees

In this session we will discuss the ways Trustees make the relationship between the Covenant Adviser & sponsor effective to improve scheme performance, looking at the conditions that can cause it not to work, analyse some of the common conflicts and how to overcome them and looking at the ways to...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida | Arabella Slinger, Senior Partner, Penfida
CHAIR: Fraser Smart, CEO, British Airways Pension Services Limited

Developments in longevity risk & what this means for scheme journey planning

11 Nov 2021
Risk, ethics & geopolitics
Chair of pension trustees

In this session we will look back to the 2020 pandemic and how it has created a knock-on effect to mortality rates and longevity risk for pension schemes. We will explore how longevity risk plays a key part in journey planning and end-game process and what insurers will be looking at around longevity when discussing options with schemes.
SPEAKER(S): Roisin O' Shea, Business Development, Rothesay Life
CHAIR: Ruston Smith, Chair of Trustees, Tesco Pension Investment

Measures that Matter

17 Nov 2021
Boards, governance & stakeholders
Presidents, chairs & non-executive directors

In this session we will explore how KPI's are becoming instrumental in helping organisations can approach and respond to radical uncertainty & black swan disrupters. We will also hear from organisations on how they have...
SPEAKER(S): Jay Bhattacherjee, Founder, Blixtra

The Trustee Board role in managing scheme risk effectively

25 Nov 2021
Risk, ethics & geopolitics
Chair of pension trustees

Understanding the risks posed to pension schemes and how to plan, mitigate & respond effectively is a role that has often been overlooked by Trustee Boards due to more obvious or time-consuming concerns. In this session we will explore the requirements of Trustees around risk, what is expected and what they should know. We will also discuss various methods & principles that can be used...
SPEAKER(S): Gary Grewal, Partner, RSM UK Management Limited | Ian Bell, Head of Pensions, RSM UK Management Limited

End of the Year Drinks: Date with the Regulator of Social Housing

02 Dec 2021
Boards, governance & stakeholders
Affordable & social housing

Please join us at the Affordable Housing Network at our end of year reception. This will be a chance to get together and network with colleagues and hear insights from a keynote speaker.
SPEAKER(S): Jonathan Walters, Deputy Chief Executive, Regulator of Social Housing
CHAIR: Elizabeth Froude, Group Chief Executive, Platform Housing Group

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