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The power of integrated business planning

08 Oct 2020
Business partnering & resourcing
CFO, finance, tax & treasury

Integrated business planning (IBP) involves dynamic forecasting while connecting strategy, finance and operations. In doing so, it helps businesses be responsive to change and agile in resource allocation. The approach can help any business leverage its people and assets to meet changing levels of demand. The benefits of IBP are particularly relevant during the Covid-19 pandemic when long-term planning is so challenging.
SPEAKER(S): James Davenport, Chief Operating Officer, Innocent Drinks

Millennials in the workplace

09 Oct 2020
People, leadership, performance & diversity
Innovation, operations & business models
Affordable & social housing

Arguably, millennials are the best-educated generation ever. They are the first truly globalised generation of workers and these digital natives can bring efficiency, creative problem-solving and innovation to the workplace. Millennials though, differ from previous generations in having higher expectations from their employers...
SPEAKER(S): Tim Smith, Director of Communications and Public Affairs, White Hat | Shauna Hutchinson, 24 Housing, Young Leader of the Year 2019
CHAIR:  Ria Bailes, Group Director of People & Change, One Housing

Negotiating and Influencing Skills

12 Oct 2020
People, leadership, performance & diversity
Academies

This interactive workshop will take you through the art of negotiation and influence using proven research and practical techniques you can use to gain buy-in and deliver value. You will be helped to recognise your natural style when negotiating and be given specific feedback on how to leverage this effectively. Building on the skills you already have, you will learn how to plan your next negotiation using a step by step process.
TRAINER(S): Vik Kumar, MD, Coach and Business Psychologist

Opportunities and challenges in the post-Covid19 economy

13 Oct 2020
Innovation, operations & business models
Alignment, change & transformation
COO, climate, sustainability, supply & procurement

There’s little doubt procurement has come to the fore in 2020. Whether its Mark Carney’s suggestion that we’ll be moving from “just in time” to “just in case”, or the increased advocacy for sustainable supply chain strategies, or the raft of governments contracts awarded to newly created PPE suppliers, it’s fair to say the word procurement is now well &...
SPEAKER(S): Warrick Matthews, Chief Procurement Officer, Rolls-Royce
CHAIR: Daniel Cameron, Chief Procurement Officer, Quilter

Is Working from home really working?

13 Oct 2020
Innovation, operations & business models
People, leadership, performance & diversity
CHRO, talent, learning & culture

It is now accepted that we are experiencing a revolution in remote working and flexible working practices, but has our management culture to evolved at the same pace?

Businesses have adopted and adapted processes and technology remarkably quickly but what is now emerging is that the toolkit that team leaders require in order to manage their teams effectively and maintain performance...
SPEAKER(S): Daniel Kasmir, Chief People and Procurement Officer, TalkTalk
CHAIR: Chris Rowlands, Group Director, Executive Network Group Ltd

Conflict of corporate IT and Innovation

14 Oct 2020
Innovation, operations & business models
Alignment, change & transformation
CIO, information security, digital & data

In a conventional ‘top-down’ organisational structure, the business strategy guides the operational strategy which in turn, informs and develops the technical strategy. Or so the theory goes. But often, there is a conflict between corporate IT and the board’s drive towards innovation and direction. Chris White will explore some of these issues and discuss the role of the CIO in...
SPEAKER(S): Chris White, Former CIO, HFW LLP, Ashurst and Clyde&Co | Paul Excell, Former COO, Innovation & Group Technology Officer BT
CHAIR: Saira Khan, Innovation & Partnerships, HSBC

Demonstrating the value of the legal team

14 Oct 2020
Business partnering & resourcing
CLO, ethics, risk, legal & compliance

In good times or bad, it is essential to the success of any in-house legal team to be able to demonstrate their value to the business. KPIs and benchmarking activities can go a long way in showing how well the team are doing but in order to really elevate the standing of the legal team, requires a multi-prong approach.
SPEAKER(S): Alexis Alexandra, General Counsel, Liberis
CHAIR: Sarah Gray, Group Legal Director, Post Office

Tax administration – documentation, legal entities and the ‘other stuff’ of tax

15 Oct 2020
Tech, cyber, data & digital
CFO, finance, tax & treasury

Among the many and varied responsibilities of Tax Directors are wider administrative requirements such as legal entity reduction or document-retention. These may constitute basic housekeeping, but, managed well, they will support the more attention-grabbing deliverables of the team. Conversely there may be risks to neglecting them. What are the non-core activities that Tax needs to manage and what are the...
SPEAKER(S): Adam Eagers, Group Tax Director, AS Watson Group
CHAIR: Grace Stevens, Chief Tax Officer, Legal & General Group Plc

The Low Carbon Lowdown for UK pension schemes

15 Oct 2020
Climate, sustainability & society
Chair of pension trustees

In a growth-challenged world, decarbonisation remains a powerful structural growth trend, with COVID-19 creating opportunities and challenges for investors aiming to tap into it. With current market conditions remaining anything...
SPEAKER(S): Deidre Cooper, Co-Head of Thematic Equity, Ninety One | Atul Shinh, Investment Director, Ninety One | Oliver Wayne, Senior Vice President, Redington

How to Deal with Distress at Board Level

22 Oct 2020
Boards, governance & stakeholders
CEO & entrepreneurs
Presidents, chairs & non-executive directors

Organisations have been tested like never before throughout the COVID-19 pandemic. Crisis Management is often a key priority on the Board agenda and the last 9 months has seen Boards being pushed to their very limit in handling this invisible enemy that has brought about very visible challenges.
SPEAKER(S): Alan Lovell, Chairman, Interserve
CHAIR: Sally Osman, Former Communications Director Sky, BBC SONY & Her Majesty the Queen

Mastering the C-Suite E-Hire and high impact Virtual Onboarding

29 Oct 2020
Boards, governance & stakeholders
CEO & entrepreneurs
Presidents, chairs & non-executive directors

Pivotal relationships and team culture are built on emotional engagement – but how do you do that in the current E world and with the looming on-off waves of shut-down?
SPEAKER(S): Francesca D'Arcangeli, Managing Partner, UK & Ireland Boyden | Andy Wolfe, Partner, UK & Ireland Boyden

The University CIO Gathering

02 Nov 2020
People, leadership, performance & diversity
CIO, information security, digital & data

Winmark's first University CIO network meeting will focus on an open conversation about the challenge's colleagues have faced in terms of teaching that has flipped from on-campus classroom to virtual classroom, and how colleagues have tackled remote application.
CHAIR: Dr. Mark Ferrar, CIO, Newcastle University

Financial transactions transfer pricing – how is best practice evolving

03 Nov 2020
Tech, cyber, data & digital
CFO, finance, tax & treasury

The OECD released the Transfer Pricing Guidelines on Financial Transactions (TPG-FT) in February 2020.  The detailed guidance applies the Arm’s Length Principle to intragroup financial transactions such as capital structure (debt:equity mix), intercompany loans, cash pooling and captive insurance.
SPEAKER(S): Glenn Price, Deputy Group Head of Tax, Vodafone
CHAIR: Steve Labrum, Principal Tax Advisor, Baker McKenzie

The right end-game for your scheme

03 Nov 2020
Chair of pension trustees

With schemes maturing, and increasing pressure from The Pensions Regulator, more trustees and sponsors are thinking about their own scheme’s journey toward the "endgame".  But what endgame is right for your scheme? 
SPEAKER(S): Chris Ramsey, Principal and Senior Consulting Actuary, Barnett Waddingham | Jack Sharman, Associate and Senior Consulting Actuary, Barnett Waddingham

What can you expect from the SHPS valuation?

06 Nov 2020
Affordable & social housing

The next actuarial valuation of the Social Housing Pension Scheme (SHPS) is due as at 30 September 2020.  The 2017 valuation had a significant impact on the sector. In this interactive webinar we will discuss what we expect the results to be and how this might affect housing associations and the contributions they pay to SHPS.   
SPEAKER(S): Mike Richardson, Partner, Lane Clark & Peacock LLP | Tim Gilbert, Senior Consultant, Lane Clark & Peacock LLP
CHAIR: Richard Soldan, Partner, Lane Clark & Peacock LLP

Bringing ‘Agile’ to the Board

11 Nov 2020
Innovation, operations & business models
Alignment, change & transformation
CIO, information security, digital & data
COO, climate, sustainability, supply & procurement

Born in the software industry, the Agile philosophy emphasises the need for flexibility in decision making and the ability to pivot from the path set down in a strategic plan. It carries risks at the executive and board level but should it be embraced? And if so, how?
SPEAKER(S): Fin Goulding, Founder, CIO & CTO, The Flow Academy | Haydn Shaughnessy, Co-creator Enterprise, The Flow Academy
CHAIR: Darren Goldsby, Digital Business & Product Transformation Expert, Learn By Do

How much should the Board be spending on Cyber Security?

12 Nov 2020
Risk, ethics & geopolitics
Business partnering & resourcing
Presidents, chairs & non-executive directors
CEO & entrepreneurs

Businesses are not expected to be able to completely eliminate the threat of a cyber-attack. The sophistication of attacks is evolving constantly, and those behind these breaches are consistently finding new ways to bypass the security processes in place. What sets organisations apart...
SPEAKER(S): Paul Davies, CISO, Harrods | Stephen Trippier, Group CISO, Anglian Water | Ger Van Den Poel, Founder, Cybervalue | Tom Van Den Eynde, Founder, Cybervalue

Scheme investment principles: Implementation statements & TCFD reporting

12 Nov 2020
Boards, governance & stakeholders
Climate, sustainability & society
Chair of pension trustees

All occupational pension schemes must prepare an annual report and accounts within seven months of the end of each “scheme year”. However from 1 October 2020, there is a new requirement that annual report and accounts must also contain an implementation statement which...
SPEAKER(S): Ralph McClelland, Partner, Sackers

Crisis Management – Managing the unmanageable

13 Nov 2020
Risk, ethics & geopolitics
Growth, media & international
Affordable & social housing

When responding to a crisis, being proactive rather than reactive goes a long way. Having a crisis management plan is a start but Black Swan events, are by their very nature, impossible to predict.
As a (social media) crisis unfolds and gathers speed in real-time, how can it be managed and contained?
SPEAKER(S): Kate Jeffreys, Director of Communications, Notting Hill Genesis | Donald Steel, Former Communication Adviser, BBC
CHAIR: David Orr, Chair Clarion Housing Association

Developing an Anti-Racism Inclusive Culture

18 Nov 2020
Purpose, values, strategy & culture
Alignment, change & transformation
Academies

This workshop is designed to reveal the impact of racism, unconscious bias and how systemic racism plays a role in often unseen ways, creating barriers to true multicultural diversity, anti-racism and racial justice. We begin the work on courageous conversations asking the tough questions and equipping you with the...
TRAINER(S): Marcia Buxton, Director, Executive Coach, Diversity & Inclusion Consultant, KAMAKA

Mediation and coaching techniques to reduce conflict and strengthen workplace relationships

18 Nov 2020
People, leadership, performance & diversity
Purpose, values, strategy & culture
CHRO, talent, learning & culture

Workplace conflict is on the increase - this gathering storm has been fuelled by changes in people's working patterns, mental health or financial hardship. When combined with underlying...
SPEAKER(S): Michelle Griffiths, Senior H R Business Partner, Support at Work, BBC | David Whincup, London Head of Employment, Squire Patton Boggs | Marie Coombes, Resolution, Mental Health and Industrial Relations Specialist and Workplace Mediator | Caroline Sheridan, Chair CMC Workplace and Employment Group, CEO Sheridan Resolutions Ltd

How Digital Transformation can shape company culture & customer experience

19 Nov 2020
Tech, cyber, data & digital
Purpose, values, strategy & culture
CIO, information security, digital & data
COO, climate, sustainability, supply & procurement
CHRO, talent, learning & culture
CMO, marketing, communications & sales

Covid has redefined how companies create and deliver value. Digital technology in particular, is driving transformative change at an unprecedented rate across entire industries. 
SPEAKER(S): Dr. Geraint Evans, former marketing and digital lead for ODEON Cinemas Group & Virgin Media, now Consultant, Speaker and Author | Lisa Beeching, Head of Supplier Management and Quality Assurance, (Former Head of Operations), First Central Insurance | Sean Gilchrist, Chief Digital Officer, The Co-operative Bank plc | Robert Zampetti, Digital HR Transformation and Workforce Experience, EY

One Day MBA

20 Nov 2020
Innovation, operations & business models
Academies

The One Day MBA is a full-day Masterclass that provides you with a great overview of the key components of an MBA. Practical exercises, case studies and insights from the corporate world are used to help embed your understanding of strategic business models. Considered to be ‘very thought-provoking', 'insightful' and 'challenging' the learnings can be applied at a personal, departmental...
TRAINER(S): John Jeffcock, CEO; Winmark Global

Future Proofing your Scheme Admin

24 Nov 2020
Risk, ethics & geopolitics
Chair of pension trustees

The COVID-19 pandemic has brought about a heightened importance on the quality of pension scheme administration. Ensuring member data is safe, secure & easily accessible is only the tip of the ice berg, with schemes and administrators alike having to adapt their...
SPEAKER(S): Jonathan Weaver, Senior Consultant, XPS Administration | Mary McLeod, Partner, XPS Administration
CHAIR: Kim Gubler, Chair, The Pension Administration Standards Association

Where is Tax Transparency Going

24 Nov 2020
Tech, cyber, data & digital
CFO, finance, tax & treasury

What constitutes evidence that firms are living and breathing their tax strategies in practice to Internal Audit and HRMC etc? How can you best ensure that documentation across the business is aligned? What is the future of published tax strategies? With transparency a core component of corporations' management of tax affairs what other voluntary and mandatory transparency initiatives should Heads of...
SPEAKER(S): Michael Ludlow, Group Head of Tax, Swiss Re

Legal tech: platforms, best practice and pitfalls

25 Nov 2020
Tech, cyber, data & digital
Risk, ethics & geopolitics
CLO, ethics, risk, legal & compliance

Increased pressures on budgets and resource over the last six months have accelerated many organisations’ use of technology to maintain the speed and efficiency of workflow in legal teams. 
SPEAKER(S): Alistair Maiden, CEO, SYKE | Kent Dreadon, General Counsel, Ascential plc

Top Team Effectiveness

30 Nov 2020
People, leadership, performance & diversity
Innovation, operations & business models
Purpose, values, strategy & culture
Presidents, chairs & non-executive directors
CEO & entrepreneurs

The team that a CEO surrounds themselves with is a key measure to the success of the organisation. 2020 has forced us businesses to work in different ways and the need for senior executives to still be visible and effective, making a positive impact has provided challenges as well as opportunities. When creating a culture of effective working, what are the...
SPEAKER(S): Debbie Hewitt, Chair, Visa Europe | Cameron Ireland, CEO, BoardEx | Kester Scrope, Chief Executive, Odgers Berndtson
CHAIR: Nikola Dinsing, Regional Director, Whitehat

Using digital & data in a COVID world

02 Dec 2020
Tech, cyber, data & digital
Innovation, operations & business models
Presidents, chairs & non-executive directors

The world of work has been tested like never before in 2020, with organisations having to react to the unprecedented effects of the Covid-19 pandemic. As we look towards the future, the importance of evolving digital understanding & capability is paramount to the performance & success of businesses in the long-term. Working from home, communicating effectively with clients and ensuring...
SPEAKER(S): Alex McCracken, Managing Director, Silicon Valley Bank | Paul Jenkinson, Co-founder, Whitespace | Caroline Gorski, Group Director R2 Data Labs, Rolls Royce

A Date with the Regulator of Social Housing

03 Dec 2020
Boards, governance & stakeholders
Affordable & social housing

One of our most popular roundtables in the calendar, please join the Affordable Housing Network and a senior representative from the Regulator of Social Housing for a Q&A session.
SPEAKER(S): Jonathan Walters, Deputy Chief Executive Regulator of Social Housing
CHAIR: Debo Harris, CEO of The Confidence Vault, Southern Housing Group

Date with The Pension Regulator & Pension Protection Fund

03 Dec 2020
Chair of pension trustees

PensionChair is delighted to welcome The Pension Regulator & PPF to our annual Christmas session. They will share insights into what Trustees & the wider industry on what can expect to materialise moving into 2021. We will also look back and review one of the strangest...
SPEAKER(S): David Fairs, Executive Director for Regulatory Policy, Analysis & Advice, The Pensions Regulator (TPR) | David Taylor, Executive Director & General Counsel, Pension Protection Fund
CHAIR: Jon Bridger, Chair of Trustees, CBI Pension & Plumbing Pensions scheme

The Future of Work: a Wavemaker case study

07 Dec 2020
People, leadership, performance & diversity
Innovation, operations & business models
CHRO, talent, learning & culture

Wavemaker is the second largest media agency network in the world with clients such as Vodafone, L'Oréal, IKEA, Paramount Pictures, Chanel, GE and Tiffany. Part of GroupM and WPP plc, it has global billings of over US$38 billion and employs 7,200 people across 90 markets.
SPEAKER(S): James Edgar, Global Chief People Officer, Wavemaker
CHAIR: Danielle Harmer, Chief People Officer, Aviva

CFO and the board

08 Dec 2020
Boards, governance & stakeholders
CFO, finance, tax & treasury

What do boards expect from effective FDs beyond core finance skills? How do you find your voice as a CFO?
SPEAKER(S): Bernie Waldron, NED, Questionmark, Edgescan, CPOMS, Ridgewall | Ian Dilks, NED, Royal London, L&F Indemnity, NHS Resolution
CHAIR: Debo Harris Chartered Accountant, Founder & CEO, the Confidence Vault, NED & Charity Trustee

Adoption of Next Gen Technology in Procurement & the Application of AI

09 Dec 2020
Tech, cyber, data & digital
Growth, media & international
COO, climate, sustainability, supply & procurement

As the art of predicting the future becomes increasingly more important, how can we utilise our existing knowledge capital to provide useful insights to create resilient and relevant supply chains. And to what extent does new technology and artificial intelligence play a role in the procurement team of the future?
SPEAKER(S): Ginny Warr, Procurement Officer, British Land | Paul Watts, Chief Customer Officer, Rosslyn
CHAIR: Joe Bąkowski, Director of Procurement and Supplier Risk, Metro Bank

Overcoming the challenges of relationship development during lockdown

09 Dec 2020
People, leadership, performance & diversity
CMO, marketing, communications & sales

For B2B marketing teams, especially those in professional services, the lack of face to face interaction with clients this year has been a challenge. Traditional marketing strategies that have focussed on events, exhibitions and meetings have had to be rewritten. So, what are the ways and means to...
SPEAKER(S): David Alberts, Chair, BeenthereDoneThat | Matthew Hook, Strategy Consultant, BeenthereDoneThat

Leading Non-Technical Boards through IT Transformation

10 Dec 2020
Boards, governance & stakeholders
Alignment, change & transformation
CIO, information security, digital & data
COO, climate, sustainability, supply & procurement

Many CIOs struggle with discussing technology opportunity with Board colleagues, and yet technology is of the same fundamental importance in modern business as finance, operations, and other traditional board concerns.
SPEAKER(S): Carl Stokes, Interim IT Director, Care UK | Claire Koryczan, Founder, Imagine Beyond
CHAIR: Bryan Foss, Digital Non-Executive Director, Risk & Audit Chair, FRC, aSource Global Group, Risk Coalition & Boardroom Ready

Leadership and Assertiveness

10 Dec 2020
People, leadership, performance & diversity
Purpose, values, strategy & culture
Academies

Attendees will learn the language of leadership and assertiveness, learn how to put themselves forward, and recognise that leadership is not predicated on a job title.
TRAINER(S): Vik Kumar, Facilitator, Coach and Business Psychologist

Negotiating and Influencing Skills

10 Dec 2020
Purpose, values, strategy & culture
Academies

This masterclass will empower delegates to navigate competing objectives in their own and any target organisation in a way that allows them to deliver their priorities.
TRAINER(S): Vik Kumar, Facilitator, Coach and Business Psychologist

Harvard Law School: Smart Collaboration for In-house Legal Teams

11 Dec 2020
Innovation, operations & business models
CLO, ethics, risk, legal & compliance

For any in-house legal team there is always a need to work across functions and at all levels within an organisation. This accessibility and organisational awareness are key to its wider value. However, the service nature of legal teams means that it is very easy to be perceived simply as a cost centre rather than...
SPEAKER(S): Heidi K. Gardner, Distinguished Fellow & Lecturer on Law, Harvard Law School
CHAIR: Richard Harris, Chief Legal Officer & Company Secretary, Robert Walters

Confident personal growth in the face of recession

15 Dec 2020
People, leadership, performance & diversity
Academies

David will be focusing this session on how to be seen and heard as a confident leader in difficult circumstances. How do you cut through the noise and put yourself forward to ensure you are seen as part of the solution?
TRAINER(S): David Roylance, Voice, Leadership & Presentation Coach

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

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.
SPEAKER(S): Jonathan Coppin, Psychoanalyst, 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

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

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, Head of Business Transformation, Longhurst Group

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

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, Asset management, Kempen Capital Management UK | Lara Edmonstone, West Director, Business Development, Kempen Capital Management UK

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 2022. 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)

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

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: Kate Barker, Chair of the Trustees, British Coal Staff Superannuation

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

Change: We’ve seen it all before

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

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...

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
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

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 of Legal, Total Exploration and Production

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

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): Asif Sadiq MBE, Head of Diversity, Inclusion and Belonging, The Telegraph | Althea Efunshile, NED, Metropolitan Thames Valley

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): John Neal, CEO, Lloyd's of London | 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

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

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

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): Vicky Mullins, Senior Consultant, XPS Pensions Group

Investing in the New Normal

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

he 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

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

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

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

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...

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...

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...

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

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

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