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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 | Paula Champion, Director, Isio - Investment Advisory
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.
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 | Nick Allan, CEO, Control Risks
CHAIR: George Mann, Senior Account Manager, Multiverse

​​​​​​​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 | Joanna Smith, Associate Director, Sackers
CHAIR: Eric Stobart, Chairman Investment & Funding Committee, Lloyd's Superannuation Fund Pension

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, London Stock Exchange
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

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...
SPEAKER(S): Philip Saunders, Co- Head of Global Multi- Asset Growth, Ninety One | Sahil Mahtani, Investment Strategist, Ninety One
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
COO, climate, sustainability, supply & procurement

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): Rowan 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

Rethinking how to innovate, communicate and embed culture – a Group CFO perspective

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

PageGroup employs 7,000 people providing recruitment services in 37 countries. As Group CFO, Kelvin Stagg faces the challenge of engaging disbursed Finance teams across the organisation, a challenge made much more acute by Covid-19 lockdowns. The pandemic has shown that many...
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, Chair, 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

The challenges of marketing in high-growth companies

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
CHAIR: Danny Davis, Partner, DD Consulting

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 expect 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
CHAIR: Peter Mason, Former Group Tax Director, IMI plc

Building trust through employee engagement: a Fortnum & 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...
SPEAKER(S): Alexandra Buxton, Culture & Talent Director, Fortnum & Mason
CHAIR: Wendy Cartwright, Advisory Board Chair, Global Diversity Practice and Portfolio NED

What your pension scheme audit doesn’t do

19 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, Partner, RSM UK
CHAIR: Max Graesser, Chair of Trustees, Ricoh Pension Scheme

Steering your Organisation through Turbulent Waters

19 Mar 2021
People, leadership, performance & diversity
Growth, media & international
COO, climate, sustainability, supply & procurement

This meeting will help COOs and organisations improve their operational resilience.  We live in turbulent times and COOs play a key role in stabilising our ships.  Brig. Alan Richmond OBE, will start by drawing on his institutional resilience experiences from the...
SPEAKER(S): Alan Richmond OBE Ministry of Defence | Mike Wright, Former COO, China Construction Bank (London)

SETTING SUSTAINABILITY TARGETS AND ORGANISING TO DELIVER

24 Mar 2021
Growth, media & international
Climate, sustainability & society
People, leadership, performance & diversity
COO, climate, sustainability, supply & procurement

In the run up to Cop26, more and more corporations are announcing their emissions reduction targets. But are these targets ambitious enough to achieve 50% reduction by 2030? And how exactly are companies going to achieve them? Join our panel to get an in-depth view of how companies are setting their...
SPEAKER(S): Tjeerd Krumpelman, Global Head of Business Advisory, Reporting & Engagement, ABN AMRO | Scott Abrahams, Group Head Acceptance and Emerging Payments, MasterCard | Gabrielle Giner, Head of Environmental Sustainability, BT | Nancy Hobhouse, Senior Sustainability Manager, John Lewis
CHAIR: Sam Baker, Partner in Sustainability / ESG, Deloitte Consulting & Advisor at Chapter Zero

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 begin assessing their journey plan and what the future holds. In this session, we will review the...
SPEAKER(S): Sammy Cooper-Smith, Business Development, Rothesay Life | Simon Bramwell, Principal, Head of Longevity Risk Transactions, Barnett Waddingham
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

Improving accessibility & creating inclusive communities

26 Mar 2021
Purpose, values, strategy & culture
People, leadership, performance & diversity
Affordable & social housing

The social housing sector takes pride in providing care for their communities and the White Paper stands as a testament to the importance of building more suitable and inclusive homes. Now, more than ever, the coronavirus crisis has highlighted the vital work that carers do. It has also shown that, as a society, we need to...
SPEAKER(S): Julie Doyle, CEO, Longhurst Group | Nic Bungay, Director of Strategy and External Affairs, Habinteg
CHAIR: Neil Milliken, Global Head of Accessibility, Atos Group

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

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

Driving Employee Engagement Through Leadership

31 Mar 2021
People, leadership, performance & diversity
CEO & entrepreneurs
Presidents, chairs & non-executive directors

Motivating and managing your workforce has never been so important or so challenging. Join this webinar to hear inspiring stories from Joanna Swash, CEO of Moneypenny and Emma Woods, CEO of Wagamama about...
SPEAKER(S): Joanna Swash, Group Chief Executive Officer, Moneypenny | Emma Woods, CEO, Wagamama
CHAIR: David Sole OBE, Founder, School for CEOs

Pensions: What to Expect in 2021

13 Apr 2021
Alignment, change & transformation
Affordable & social housing

The introduction of the Pension Schemes Act in 2021 is expected to lead to some of the most significant changes to the defined benefit pension regime in over a decade. Alongside this, the recent market volatility as a result of the...
SPEAKER(S): Luke Hothersall, Partner, Lane Clark & Peacock LLP (LCP) | Mike Richardson, Partner, Lane Clark & Peacock LLP (LCP) | Alexandra Stork, Consultant, Lane Clark & Peacock LLP (LCP)
CHAIR: Richard Soldan, Partner, Lane Clark & Peacock LLP (LCP)

Practical implications of CIGA & The Pension Schemes Act

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

In this session, we will explore the practical implementation of the Pension Schemes Act and Corporate Insolvency and Governance Act from the legal and covenant perspectives. Join our panel of speakers from Sackers and Penfida, who will give examples of the issues employers can face and the implications for trustees.
SPEAKER(S): Peter Murphy, Head of Pensions Litigation, Sackers | Faith Dickson, Partner, Sackers | Trevor Civval, Director, Penfida | Daniel Lappage, Partner, Penfida
CHAIR: Liz Airey, Chair of Trustees, Rolls-Royce UK Pension Fund

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 | Rico Wojtulewicz, Head of Housing and Planning Policy, The National Federation of Builders
CHAIR: Simon Harden, Chair, Swan Housing Association

Sustainability: ESG & responsible reward

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

As the pressure mounts on organisations to play their part in tackling the climate crisis, we’ll hear about some of the initiatives being used, what that journey looks like and why sustainability should be a key KPI for the future.
SPEAKER(S): Nick Lakin, Group Director of Corporate Affairs, 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): Dr Ákos Fekti, Country Legal Manager, Tesco | Zuzana Blazkova, Associate General Counsel, Kambi
CHAIR: Jeremy Mavor, Executive Director, Corporate Affairs and General Counsel, Arqiva

BLA Masterclass: Confident leadership in challenging circumstances

23 Apr 2021
People, leadership, performance & diversity
Academies

David will be focusing this session on how to be seen and heard as a leader in difficult circumstances. This about having the confidence to put yourself forward authentically when you don't have all the answers...
TRAINER(S): David Roylance, Voice, Leadership & Presentation Coach

Linkedin: B2B marketing trends for the next decade

26 Apr 2021
Innovation, operations & business models
CMO, marketing, communications & sales

Marketers always want to know, "what will change?". Let’s explore a more important question, "what won't change?". Why does ‘what won't change’ matter more? You can build a business on ideas that...
SPEAKER(S): Jennifer Shaw-Sweet, EMEA Lead, B2B Institute, LinkedIn
CHAIR: Ed FitzGerald, Director of Brand, Marketing & Sales, RPC

Diversity and Inclusion: Working Collaboratively Across The C-Suite

27 Apr 2021
Purpose, values, strategy & culture
CLO, ethics, risk, legal & compliance
CHRO, talent, learning & culture

Diversity and Inclusion is now firmly back on the corporate agenda. It is being incorporated into branding narratives, key strategic objectives and departmental KPI’s. Whilst the moral case for D&I is well understood, many organisations have yet to reap the rewards of being a truly inclusive employer. So, how do we...
SPEAKER(S): Rachel Jacobs, Group General Counsel & DEI Champion, Springer Nature Limited | Veronica Van Der Hoeven, Managing Director, People Strategy, MUFG Investor Services | Loraine Martins OBE, Director of Diversity and Inclusion Human Resources, Network Rail
CHAIR: Frank Douglas, CEO, Caerus Executive

CIO Career Paths

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 | Caroline Sands, Partner and Head of CIO & Technology Officers Practice, Odgers Berndtson
CHAIR: Jeffrey Tan, Head Group Corporate Development & Group Technology, YCH Group

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, Freelance COO and Program Director. Founder, Coefficiency Lab
CHAIR: Talia Grantham, COO, Bright/Shift

Tax Technology Today

29 Apr 2021
Tech, cyber, data & digital
CFO, finance, tax & treasury

What are the practical technology solutions that in-house Tax functions can consider today, delivering value within reasonable budgets and timeframes? Which processes and projects, if automated, lead to the most benefit in terms of efficiency gains or risk management. What other...
CHAIR: Graham Tilbury, Head of Tax Technology Advisory, FTI Consulting

The sponsor covenant and optimising the scheme / sponsor relationship

06 May 2021
Boards, governance & stakeholders
People, leadership, performance & diversity
Chair of pension trustees

The relationship between Pension Scheme and Sponsor is unique amongst a Company’s creditors and can represent a key intangible asset to the Scheme. In this session we will discuss the ways trustees can make the relationship more effective to...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida | Julian Goodwin, Partner, Penfida
CHAIR: Susan Jee, Chairman, Babcock International Pension Scheme

Insights from London Business School on leading high performing teams

11 May 2021
People, leadership, performance & diversity
CHRO, talent, learning & culture

The pressure of remote working and increased workloads placed on teams mean that they often spend more time working as disparate individuals rather than exploiting the advantages of working as a collaborative unit. As senior teams are...
SPEAKER(S): Randall Peterson, Professor of Organisational Behaviour, London Business School
CHAIR: Chris Rowlands, Group Director, Executive Network Group

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...
SPEAKER(S): Chris Grose, Head of Housing Advisory Services, Capsticks Solicitors | Karen Ransted, Anti-Social Behaviour Service Manager, Aster Group
CHAIR: Janine Green, Award Winning Specialist in Community Safety & Anti-social Behaviour

Is it time to rethink the Board model?

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

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, HMRC and Chair, People and Nominations Committee Board Member, Transport for London
CHAIR: Patrick Dunne, Chair EY Foundation, Author of "Boards"

A Transformation to One Procurement

13 May 2021
Alignment, change & transformation
Innovation, operations & business models
COO, climate, sustainability, supply & procurement

Alex Jennings, Group Chief Procurement Officer at DS Smith will talk CPO members through how they combined processes, technology, organisational design, governance, compliance and change management to create a One Procurement approach. This procurement initiative that was...
SPEAKER(S): Alex Jennings, Group Chief Procurement Officer, DS Smith
CHAIR: Rhys Bush, Regional VP, EMEA, Avetta

CSA Masterclass: Assessing the capability of your senior team workshop

14 May 2021
People, leadership, performance & diversity
Academies

In a world of finite resource, the team will need to engage with external talent to maximise its potential. But what’s the best way to approach this problem? How do you maximise your internal capability by engaging with Open Talent?
TRAINER(S): David Alberts, CoFounder, Been There Done That | Matthew Hook, Strategy Lead, BeenThereDoneThat

Managing relations with the board and C-Suite

19 May 2021
Boards, governance & stakeholders
CLO, ethics, risk, legal & compliance

CLOs have a key role in promoting trust and confidence within the C-Suite. Transparency, accountability and clear and honest communication are vital to achieving this. In this session, we explore how the CLO can make an effective contribution to C-suite and board effectiveness...
SPEAKER(S): David Johnston, General Counsel, Car Trawler | Maaike de Bie, Group General Counsel and Company Secretary, easyJet
CHAIR: Lucy Beaumont, General Counsel, Unilever UK Limited

The Dangers of Data

20 May 2021
Tech, cyber, data & digital
CMO, marketing, communications & sales

In this session, Rory Sutherland, Vice President of Ogilvy will argue that many business leaders may be developing a disproportionate love of decisions that rely on mathematical formulas or models, because it means they can offload the burden of an...
SPEAKER(S): Rory Sutherland, Vice Chairman, Ogilvy UK
CHAIR: Annabel Venner, Chair of Fellows, Marketing Society and Former Global Brand Director, Hiscox

BLA Masterclass: One Day MBA

21 May 2021
Purpose, values, strategy & culture
Academies

A full-day Masterclass that introduces the key concepts and tools covered in a full MBA and puts them in the context of real world business challenges. Utilising practical exercises and thought leadership, the course is...
TRAINER(S): John Jeffcock, CEO, Winmark

HMRC Briefing

24 May 2021
Boards, governance & stakeholders
CFO, finance, tax & treasury

Something of an annual fixture in the Tax Director Network programme, this meeting is an opportunity for members to hear directly from Jo Wakeman, Director of Large Business at HMRC, and senior members of her team on...
SPEAKER(S): Jo Wakeman, Director of Large Business, HMRC

The impact of cyber threats and evolving data privacy regulation on pension schemes

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

The changes to the way we work have only increased the threat of cyber-attacks. In this session, we will explore how cyber-attacks have evolved and why vigilance has never been more important. Furthermore, the recent cases of data protection fines have only...
SPEAKER(S): Sheila Pancholi, Partner, Technology Risk Assurance, RSM | Sarah Henderson, Senior Associate, Sackers
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

COMMITMENT AND MOMENTUM – THE KEYS TO SUSTAINABILITY TRACTION

26 May 2021
Climate, sustainability & society
Boards, governance & stakeholders
COO, climate, sustainability, supply & procurement

One of the most critical parts of any organisation’s sustainability journey is creating real commitment to delivering results. Vanessa will give us an overview of Pernod Ricard’s sustainability journey and share with us how she is tackling the challenge of...
SPEAKER(S): Vanessa Wright, VP Global Sustainability, Pernod Ricard
CHAIR: Isidora Díaz Heredia, Chief HSE and Sustainability Officer, Parques Reunidos Group

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
CFO, finance, tax & treasury

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 | Ed Greig, Chief Disruptor, Deloitte Digital
CHAIR: Nikola Dinsing, Regional Director, GTM, Multiverse

Anatomy of a strategic acquisition – towards a ‘greener’ portfolio

08 Jun 2021
Climate, sustainability & society
CFO, finance, tax & treasury
Presidents, chairs & non-executive directors
COO, climate, sustainability, supply & procurement

Anglo Pacific recently completed a US$205m acquisition of a cobalt stream from the Voisey’s Bay mine in Canada. This transaction achieved the two most pressing strategic challenges facing the Company: that...
SPEAKER(S): Kevin Flynn, CFO, Anglo Pacific | George Latham, Managing Partner, WHEB Asset Management

The Funding Code & key considerations for pension schemes

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

The scheme funding consultation gives a clear indication of TPR's expectations of trustees, schemes & sponsors around long-term funding targets and journey planning. However, it will still be sometime yet before the new regime is fully in force. Ahead of the expected...
SPEAKER(S): Steve Hitchiner, Partner, Actuary, Barnett Waddingham LLP
CHAIR: Ross Russell, Director, RRL

Board succession planning: getting the right combination of difference

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

Whilst the case for greater diversity on boards has been generally accepted, it still leaves the problem of where and how businesses can find and develop suitably qualified candidates from different backgrounds. In this session, we look at the big picture and ask...
SPEAKER(S): Fiona Hathorn, CEO & Portfolio NED WOB UK | Justine Lutterodt, NED, Nominations Committee Chartered Institute of Taxation & Director Centre for Synchronous Leadership
CHAIR: Alice Maynard, NED, HMRC and Chair, People and Nominations Committee Board Member, Transport for London

Resilience, Agility & Building Stronger Defences Against Cyber-Attacks

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

With complicated IT environments and a complex cyber threat landscape, becoming a cyber resilient organisation and delivering the services your organisation needs, can feel like an unattainable goal. We want robust IT systems and services to support the organisation but it can be difficult to feel it is secure and reliable. We need to manage...
SPEAKER(S): Paul Davies, CISO, Harrods | Andrew Beckett, Managing Director EMEA Cyber Risk, Kroll
CHAIR: Mark Brown, Managing Director, Cyber Security & Information Resilience, Consulting Services, BSI

Baking in sustainability from the operations up

14 Jun 2021
Innovation, operations & business models
Boards, governance & stakeholders
Purpose, values, strategy & culture
COO, climate, sustainability, supply & procurement

Gladys Naylor, Group Head of Sustainability, with 23 years at the Mondi Group and a background in engineering will share their bottom-up operational and top-down strategic approach to deploying sustainability across the value chain. Ms Naylor will discuss the...
SPEAKER(S): Gladys Naylor, Group Head of Sustainability, Mondi
CHAIR: Xenia zu Hohenlohe, Founding Partner, Considerate Group

Tackling Inequality to Unlock Talent

15 Jun 2021
People, leadership, performance & diversity
CEO & entrepreneurs
CHRO, talent, learning & culture
Affordable & social housing
Presidents, chairs & non-executive directors

The benefits for companies that have a strong social purpose are well known and include improved employee satisfaction and retention, greater organisational resilience, and stronger financial performance. And as the debate around social inequality, diversity and ESG has matured in recent years, many private...
SPEAKER(S): Rosie Ferguson, CEO, House of St Barnabas | Steph Ahrens, Executive Director, Morgan Stanley
CHAIR: Fiona Kempster, Early Talent Director, Multiverse

Large Business Review consultation meeting with HMRC

15 Jun 2021
Alignment, change & transformation
CFO, finance, tax & treasury

HMRC is currently undergoing a review of how it engages with large businesses. This forms part of a broader 10-year strategic review of tax administration. Many members will have provided input into this process through representative organisations/institutes (CBI, CIOT, etc). We're pleased to...

*Please contact anna.maschietto@winmarkglobal.com to register your interest and more information will be circulated in due course.*
SPEAKER(S): Angela Bowman, Strategic Lead for Capability and Professionalism for Large Business, HMRC | Victoria Garton, Strategic Risk Lead - Large Business, HMRC

Supply Chain Resilience

17 Jun 2021
Tech, cyber, data & digital
COO, climate, sustainability, supply & procurement

The pandemic has highlighted that global supply chains can be both fragile and vulnerable. As we slowly emerge from this crisis, now is the perfect time for procurement professionals to start looking at how they can mitigate effectively against future risk and build in...
SPEAKER(S): Matt Stallard, Head Of Group Procurement, Sainsbury's
CHAIR: Daniel Cameron, Chief Procurement Officer, Quilter PLC

BEA Masterclass: Executive MBA

18 Jun 2021
Purpose, values, strategy & culture
Academies

A full-day Masterclass that introduces EAs to the key concepts and tools covered in a full MBA and uses real world examples to put them in context. Utilising practical exercises and thought leadership, the course is designed to expand your knowledge and challenge your view of your...
TRAINER(S): John Jeffcock, CEO, Winmark

Making Digital Legal Transformation Happen

21 Jun 2021
Tech, cyber, data & digital
CLO, ethics, risk, legal & compliance

In this session, our speakers share some ideas about how to begin and sustain a legal department’s digital transformation: what it means, how to prepare, key elements to consider, and important steps to take as you progress.
SPEAKER(S): Chris Fowler, General Counsel Technology, BT
CHAIR: Sean Thomas, Group General Counsel, AlphaSights

ESG: 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...
SPEAKER(S): Stephanie Niven, Global Sustainable Equity Portfolio Manager, Ninety One | Edwin Whitehead, Responsible Investment Lead, Redington
CHAIR: Robert Branagh, Chief Executive Officer, London Pensions Fund Authority

The Future of Learning: EdTech’s Impact

23 Jun 2021
Tech, cyber, data & digital
CIO, information security, digital & data
CHRO, talent, learning & culture

Academia is expected to go through seismic changes over the next decade as the portability of credentials explodes and EdTech touches every aspect of learning. Will universities be overtaken by brands like BYJU (India), Yuanfudao (China) and VIPKid (China)? Or will the likes...
SPEAKER(S): Roy Hart, Chief Information Officer, British Columbia Institute of Technology (BCIT) | Susana Jurado Apruzzese, Head of Open Innovation with Academia, Telefonica | Chris Robinson, Director of Information Systems and Digital Services, Manchester Metropolitan University
CHAIR: Shuvo Saha, Director, EMEA Customer Programmes, Google

Know your Audience: The changing consumer landscape

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

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): Jim Needell, Chief Client Officer, Ipsos MORI
CHAIR: Juliet Slot, NED, British Olympic Association

PensionChair Remuneration Survey Launch 2021

29 Jun 2021
Boards, governance & stakeholders
Chair of pension trustees

Our annual remuneration survey of Pension Fund Chairs and Trustees is designed to help you benchmark your scheme. At the survey launch, we will be sharing the main findings and any trends as well as insights into the current priorities and challenges facing schemes including how trustee boards are addressing diversity and inclusion.
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham | Sonia Kataora, Partner and Head of DC Investment, Barnett Waddingham | John Madden, Research Director, Winmark
CHAIR: Jane Allen, Professional Trustee, the Economist Scheme

Financial Transaction Transfer Pricing & the Impact of New Guidelines

30 Jun 2021
Boards, governance & stakeholders
CFO, finance, tax & treasury

With the help of TDN’s Technical Partners FTI Consulting, the meeting will examine the technical and management issues that arise following the OCED’s final Transfer Pricing Guidelines on Financial Transactions (TPG-FT) published in February 2020. This meeting builds on a...
CHAIR: Paul Pritchard, Managing Director, European Tax Advisory, FTI Consulting | Chris Liu, Managing Director, FTI Consulting

BLA Masterclass: Building a Culture that supports Diversity of Thought

02 Jul 2021
People, leadership, performance & diversity
Academies

As highlighted by recent events, 'group think' can lead to missed opportunity, and sometimes catastrophic failure. Organisations are not immune to this and a lack of diversity of thought at the top and a 'company way' of doing things often stifles innovation.
Some organisations have found that...
TRAINER(S): Helen May, Associate, Sheridan Resolutions

Keeping Sustainability a Leadership Priority

06 Jul 2021
Climate, sustainability & society
Boards, governance & stakeholders
COO, climate, sustainability, supply & procurement
Presidents, chairs & non-executive directors

The session is designed to help CSO’s ensure that Boards, CEOs and C-Suite Executives keep sustainability high on their agenda. Whether making economic choices in favour of sustainability over profitability or setting meaningful targets, the Board need to get...
SPEAKER(S): Susan Hooper, Non-Executive Director, Uber | Christopher Reeves, Director - ESG, John Laing Group plc
CHAIR: Richard Nugee, Climate Change and Sustainability Strategy Lead, Ministry of Defence

Intentional Integrity with Rob Chesnut, former GC, Airbnb

07 Jul 2021
Purpose, values, strategy & culture
CLO, ethics, risk, legal & compliance
CHRO, talent, learning & culture

Former General Counsel of Airbnb, Robert Chesnut is convinced that companies that do not think seriously about– integrity – a crucial element of corporate culture, are destined to fail. This thought-provoking, interactive experience will..
SPEAKER(S): Rob Chesnut, Former Chief Ethics Officer & General Counsel, Airbnb
CHAIR: Vincent Pringiers, General Counsel, Maxion Wheels

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...
SPEAKER(S): Kevin Allwork, Head of Projects, XPS Administration | John Doherty, Senior Process and Technical Analyst, Administration Services Group, XPS Administration | Neil Bradford, Head of Client Management, XPS Administration

Navigating complexity and Speed of Change

09 Jul 2021
Climate, sustainability & society
Tech, cyber, data & digital
CFO, finance, tax & treasury

This meeting will consider a number of ‘megatrends’, such as future of the built environment, digitalisation and ESG, and examine how in-house Finance functions can navigate the complexity and rapid speed of change. How should CFOs identify priorities? What are the implications for capital allocation and cash flow?
SPEAKER(S): Nick Brown, Finance Director, M&G Real Estate

Values, purpose and ESG in B2B marketing

13 Jul 2021
Purpose, values, strategy & culture
CMO, marketing, communications & sales
COO, climate, sustainability, supply & procurement

It is often said that consumers buy based on emotion and business buyers make decisions based on logic. But how true is this? Some studies suggest otherwise. Google, Gartner and Motista found that B2B buyers are more...
SPEAKER(S): Leeya Hendricks, Chief Marketing Officer, Delta Capita
CHAIR: James Kelliher, CEO, Whiteoaks International

Next-generation boards and board apprentices

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

Today's leaders are increasingly recognising that they have to think very differently in terms of leadership as a mindset and about future leadership. We will be in conversation with both the founder and a member of, a pioneering next-generation board. Rebecca Robins, Global Chief Learning and Culture Officer at Interbrand, will share...
SPEAKER(S): Rebecca Robins, Global Chief Learning and Culture Officer, Interbrand | Margherita Cortesi, Consultant, Strategy, Interbrand
CHAIR: Patrick Dunne, Chair EY Foundation, Author of "Boards"

Building a Data Business

14 Jul 2021
Tech, cyber, data & digital
CEO & entrepreneurs
COO, climate, sustainability, supply & procurement
Presidents, chairs & non-executive directors

Cameron Ireland was CEO of BoardEx, one of the most successful business units in FTSE250 Euromoney PLC. He has significant experience in building data businesses and will talk members through the issues around data collection, such as...
SPEAKER(S): Cameron Ireland, CEO, BoardEx

Winmark discussion group: implementing hybrid working models

15 Jul 2021
People, leadership, performance & diversity
CHRO, talent, learning & culture

Most organisations are now finalising their plans for a gradual but permanent return to the workplace. As most employers have committed to support continued remote working, organisations are now grappling with what their ‘hybrid’ working models will...

*This meeting is reserved to members only*

Tax and penguins: adventures of a Tax Director in the South Atlantic

15 Jul 2021
Innovation, operations & business models
CFO, finance, tax & treasury

Opportunities for Tax Directors can take them to the other side of the world. In this lunchtime talk, Esther Green will tell us how she swapped Birmingham for the South Atlantic when she took a role as Head of Tax for the Falkland Islands. Esther will discuss the personal and...
SPEAKER(S): Esther Green, Former Head of Tax, Falkland Islands Government

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 | Tim Galloway, Deputy Director Building Safety Programme, Health and Safety Executive (HSE)
CHAIR: Elizabeth Froude, CEO, Platform Housing Group

Powering Business Model Transformation

27 Jul 2021
Innovation, operations & business models
CIO, information security, digital & data

This session will start by looking at the megatrends and key influences, such as data and the digital giants. Joe Locandro, Chief Digital & Business Transformation Officer, AEMO, who has worked as a CIO in the media, airlines and utility industries will then go on to look at...
SPEAKER(S): Joe Locandro, Chief Digital & Business Transformation Officer, Australian Energy Market Operator (AEMO) | Andre Blumberg, Senior Director - Information Technology, CLP Group (China Light and Power)
CHAIR: Peter Smith, Managing Partner & CTO, CIO Connect

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...
SPEAKER(S): James Bingham, Partner, Sackers

Designing a Tax Control Framework to fit your operating model

14 Sep 2021
Purpose, values, strategy & culture
CFO, finance, tax & treasury

An effective Tax Control Framework will be aligned to the tax function operating model and each of the businesses it supports. In many countries it will be the tax authorities’ starting point in risk-based audits, so should not just sit on the shelf. When developing a TCF, what are the...
SPEAKER(S): Adam Eagers, Group Tax Director (Europe), AS Watson

CEO Insights with Neil Heslop OBE

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...
SPEAKER(S): Neil Heslop OBE, CEO, Charities Aid Foundation

Stakeholders vs Shareholders: aligning interests and the role of the board

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

Shareholder-value thinking still dominates the business world. But in today’s purpose-driven, complex, and fast-changing world, a culture of driving shareholder value alone is becoming ineffective, and increasingly there is an expectation that businesses will take into...
SPEAKER(S): Celia Pronto, Non-Executive Director, South East Water | Dr. Roger Barker, Director of Policy and Corporate Governance, Institute of Directors (IoD)

The CLO role in achieving net-zero

21 Sep 2021
Climate, sustainability & society
CLO, ethics, risk, legal & compliance

ESG issues, particularly around climate action and Net Zero are gaining huge traction in businesses and society. This is both due to the environmental imperative and because inaction from companies on climate change now poses substantial enterprise and business continuity risks including...
CHAIR: Adam Woodhall, Executive Director, Lawyers for net-zero

The Retrofit Revolution

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

What is the challenge to retrofitting?
With the 2050 net-zero target set and approaching, the new building safety changes and regulations coming our way, it's fair to say, there are lots to start "unveiling". Undoubtedly, there is an...
SPEAKER(S): Joanne Wheeler, Senior Sustainability Advisor, UK Green Building Council (UK-GBC) | Ronan Leyden, Head of Sustainable Places, BioRegional

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...
SPEAKER(S): Nick Lewis, Director, Investment Consulting, Redington

BLA Masterclass: One Day MBA

24 Sep 2021
Purpose, values, strategy & culture
Academies

A full-day Masterclass that introduces the key concepts and tools covered in a full MBA and puts them in the context of real-world business challenges. Utilising practical exercises and thought leadership, the course is designed to expand your knowledge and challenge your view of your own...
TRAINER(S): John Jeffcock, CEO, Winmark

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...

Funding Code: implications for covenant developments & scheme journey planning

21 Oct 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...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, 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

Letting your people lead you

01 Dec 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...

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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