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Finance Director Conference 2015
Booking form
20 May 2015, 09:00–17:30
Chartered Accountants’ Hall, London EC2R 6EA
Event code: MSCNF150520
DELEGATE DETAILS (Please photocopy this form if you are booking for multiple delegates)
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(title/forename/surname)
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ICAEW membership no (if applicable)
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DELEGATE FEES
Price
Tick 3
Finance and Management Faculty members
£375 + vat
£
ICAEW members*
£425 + vat
£
Non-ICAEW members*
£525 + vat
£
Finance Director Conference 2015
*This cost includes membership to the Finance and Management Faculty for the duration of 2015.
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A POST-ELECTION LOOK AT MANAGING
GLOBAL ECONOMIC RISK AND UNCERTAINTY
Headline sponsor
20 May 2015, 09:00–17:30
Chartered Accountants’ Hall, London EC2R 6EA
In association with
Visit icaew.com/fd2015 for more information
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USING YOUR PERSONAL INFORMATION: We will treat any personal information collected on this form in accordance with data protection legislation. We
will use your information for administration, communication and research. To do this we may share your information with our business partners. A list of all
delegates will be published and circulated at the event. We may transfer your information outside the European Economic Area (EEA) eg, to one of our offices.
These countries may not have similar data protection laws to the EEA, so if we do transfer your information we will take the necessary steps to ensure that your
privacy rights are still protected. For more information about our data protection policy please go to icaew.com/dataprotection
CANCELLATIONS/TRANSFERS: If you cannot attend, you can transfer your place to another individual. Places can be transferred at any time up to and
including the day of the event. Cancellations made after the booking date, but 21 days before the event date will be charged a 20% administration fee.
Cancellations made less than 21 days before the event date will not be refunded. All cancellations must be made in writing. If ICAEW has to cancel the event,
our liability in the event of cancellation is limited to a full refund of the fee.
© ICAEW 2015 COMPLM13853 03/15
BUSINESS WITH CONFIDENCE
Sponsored by
icaew.com/fd2015
Finance Director Conference 2015
The next couple of years look set to bring more uncertainty and
volatility than we have seen for some time. For UK finance directors
charged with monitoring and managing risk, that means staying on
top of geopolitical, trade and financial upheaval is a necessity.
This one-day event is aimed at exploring global uncertainty and providing insight on the
impact it will have for every finance director in every business. You’ll get practical guidance on:
• political change and risk in 2015 and beyond (including the effect of the general election
result, the UK’s role in the EU, wider geo-political risk, and the state of the union);
• technical developments in tax, technology and reporting to ensure your organisation is
built on solid foundations – along with challenging opinions and insights to help drive
innovation;
• technical breakout sessions to address issues for either corporates or SMEs;
• a chaired panel debate on overcoming boardroom conflict – and how to win unavoidable
battles with your CEO;
• technical and commercial insight from industry experts.
Who should
attend?
• Finance Directors
• Financial Controllers
• CFOs
• CEOs
• Heads of Finance
• Finance Managers
• Non executive
directors
• COOs
The conference will include a keynote address from IFS’s Director, Paul Johnson, with
commentary from the UK elections in May, and a closing keynote address from Steph
McGovern, business reporter.
Attendee statistics from 2014
Attendee profile
76% of attendees
CEO/COO/MD
worked in Business
Other
CFO/FD
Finance
manager/
controller
35% of attendees
came from SMEs
Companies who have previously attended
Aer Lingus Group
AOL
BDO
Birmingham Airport
British Military Fitness
Channel 4
Hiscox
Jimmy Choo
Key Retirement Solutions
Kodak Alaris
Land Securities Group
Lexis Nexis
Simmons & Simmons
Smith & Williamson
Stansted Airport
Stott & May
The Soldiers’ Charity
Tiptree
Craft Foods
DenPlan
Eurostar
Expedia
GU Desserts
London City Airport
Motor Insurers Bureau
RAC Motoring Services
Rolls Royce
Shell
TSB
Willmott Dixon
Yum!
Zurich Insurance Company.
Conference Programme
Morning sessions
Afternoon sessions
09:00
Registration and Refreshments
09:30
WELCOME ADDRESS
Liz Rylatt, Executive Director of ICAEW, Finance, Operations and Members
09:40
KEYNOTE ADDRESS: ‘Business in a new landscape’
An outline of the political change and risk for 2015 and beyond, including the effect of the general election result,
the UK’s role in the EU, wider geo-political risk and the state of the union.
Paul Johnson, Director, Institute for Fiscal Studies
10:00
Debate: ‘Your five-year plan: three questions every FD needs to answer’
This debate will explore three questions that will define business strategy over the medium term; offering
delegates practical advice that they can take back to the office.
Moderator: Richard Young, Freelance Journalist and Editor
Panellists:
Edward Cottrell, Head of Growth and Acquisition Finance team, Investec
Tony Greenham, Head of Finance and Business, New Economics Foundation
John Neal, Vice President and Lead Financial Officer, American Express Global Corporate Payments
Adam Reader, Finance Director UK and Europe, Gracefoods 11:00
Refreshments and Exhibition viewing
11:30
BREAKOUT SESSION I – OPERATIONAL WORKSHOPS
Delegates can choose one of the following breakout sessions:
2 Sustainability: embracing the
opportunity in a land of risk
3 Plug the talent gap
This workshop will help you identify
deficiencies within your organisation
and recognise the importance of
addressing these issues, specifically
around planning, budgeting and
forecasting; performance reporting
and dimensional profitability/
costing. You will hear some key case
studies involving organisations that
have recognised the importance of
targeted investment in this area.
A growing movement of finance
professionals recognise that we need
a new interpretation of value that
aligns finance and sustainability.
Recognising the short comings of
‘ROI’ measures, they are exploring
new measurements. Attend this
workshop to hear from financial
leaders delivering sustainable
outcomes.
This workshop will help you, as a
leader, build a diverse and inclusive
workplace – opening the door to
more and better talent. Charlotte has
over 20 years’ experience leading
significant change programmes in
large global organisations and will
share her knowledge and experience
to ensure you can find and retain the
right talent for your finance function,
and across the business.
Chair:
Richard Porter, Partner – Risk
Assurance, PwC
Panellists:
Bhevan Chandrasena,
MD (EMEA), HYLA Mobile
Tim Morgan, FD, Shared Interest
BREAKOUT SESSION II: TECHNICAL UPDATES
Delegates can choose one of the following breakout sessions:
Tax update
DB pension buy-ins and buy-outs
Sally Jones from Deloitte will outline the tax implications of
the General Election, give the latest news on the OECD’s
international tax reform project, and outline recent UK
developments in the areas of corporation tax, employment
taxes and VAT.
A forward look at de-risking UK DB pension funds. The
session will also include a summary of a report which
looked at the influence of DB pensions on the market
valuation of FTSE 100 companies.
Sally Jones
Director, International Tax and Tax Policy Group, Deloitte
14:40
Jay Shah
Co-Head of Business Origination, Pension Insurance
Corporation
Perspectives on Business Partnering
Views on effective business partnering vary and some CFOs hate the term altogether. In this session we will
explore different views on how finance teams can add the most value to their organisations.
Moderator:
Rick Payne, ICAEW’s Finance Direction Thought Leadership Programme, ICAEW
Panellists TBC
1 Business Performance
Management
John O’Mahony
Director, Financial Management –
Management Consulting,
KPMG LLP
13:40
Charlotte Sweeney
Charlotte Sweeney Associates Ltd
15:20 Refreshments and Exhibition viewing
15:45
LEADERSHIP PANEL DEBATE: ‘Boardroom Conflicts: The leadership challenge’
A chaired panel debate on overcoming boardroom conflict – and how to win unavoidable battles with your CEO.
The very nature of the role brings FDs into conflict with board colleagues. That might be relatively minor
– arguments over budgets or record-keeping for example. But it can also be severe. How should they react
when that happens? What are their ethical and legal duties? Understanding who to turn to, how to resolve
disagreements and how to find ways of working with people after a fight are essential skills. We’ll be looking
at what can happen and how to cope in a session featuring both management experts and FDs who’ve been
through severe conflicts.
Moderator: Richard Young, Freelance Journalist and Editor
Panellists:
Sarah Hunt, EquityFD
David Richardson, Chairman, Bilfinger Berger Global Infrastructure
Mark Starbuck, Internal Audit, Credit Suisse
Peter Williams, former CFO of Selfridges and Senior Independent Director, ASOS plc
16:45
Closing Keynote
Steph McGovern, Business reporter
17:15
Chairman’s Closing Remarks followed by DRINKS RECEPTION sponsored by
Speaker line up
Paul Johnson
Paul has been director of the Institute
for Fiscal Studies since January 2011.
He is also currently visiting professor
in the department of economics at
University College London. Paul has
worked and published extensively on the economics
of public policy, with a particular focus on income
distribution, public finances, pensions, tax, social
security, education and climate change. Steph McGovern
Over the past ten years Steph
McGovern has reported on business
and finance from around the world,
from international finance summits
to small business successes. Steph
began her TV career after winning the title of Young
Engineer for Britain, which led to work experience on
Tomorrow’s World and in turn onto producing the
financial news for Radio 4’s Today Programme where
she covered Conrad Black’s trial and the biofuels
industry from Brazil.
Liz Rylatt
Liz has overall responsibility for
ICAEW’s financial management,
its members, the UK regional
operations, marketing, information
technology, property and corporate
services. Prior to joining ICAEW, Liz spent 19 years with
the BBC where she held a number of senior finance
roles before being appointed CFO for the Operations
Division, covering Property Technology, HF, Marketing
Communications and Audiences and Strategy.
Bhevan Chandrasena
Sally Jones
Jay Shah
Bhev is an ICAEW fellow and an Associate Member of
the Institute of Corporate Treasurers. He is currently
MD of HYLA Mobile EMEA (formerly eRecyclingCorps)
based in Brussels, Belgium. HYLA is the world’s number
one trade-in operator and redistributor of carrier-grade
mobile devices – redirecting electronic waste from
landfills and helping to bridge the digital divide.
Sally’s main role within Tax Policy Group involves
formulating Deloitte’s response to arising tax policy
matters. She also has specific responsibility for client
communications and media relations, working with a
wide range of clients. She has worked with Sovereign
Governments, including the UK and Jersey, to write
feasibility studies and assessments of international best
practice in the area of corporate income tax policies. Jay heads the Origination team at the Pension Insurance
Corporation where he has led a number of pension
insurance transactions, including £500m and £200m
bulk annuity buy-ins for the Cadbury scheme and
London Stock Exchange schemes respectively. Jay
previously worked as actuarial adviser and Director
of Corporate Finance at PwC and then as Corporate
Development Director at Prudential UK.
Ed Cottrell
Tim Morgan
Ed Cottrell is head of Investec Growth & Acquisition
Finance. The team provides entrepreneurs,
management teams and private equity houses with
flexible and bespoke finance for UK and Irish midmarket companies, working across the capital structure
from asset-based and cash flow lending, to mezzanine
finance and minority equity investment. Before joining
Investec, Ed worked for KPMG, and the Investment
Banking division of Merrill Lynch in London.
Tim is an experienced finance director with commercial
and charitable expertise. Both a Chartered Accountant
and Chartered Secretary, he has considerable
experience as a non-executive director with several
successful businesses. Tim’s main interest is working
with organisations that combine financial sustainability
with a clear social purpose.
Tony Greenham
Jon is Vice President and Lead Financial Officer of
American Express’s Global Corporate Payments business
in Europe. He leads a team of 25 finance professionals
who provide consultative support to the Executive
Vice President of the Division. Over his 14 years at
American Express, Jon has held numerous positions in
the UK and New York, specialising in financial planning
and analysis, credit risk management, investment
optimisation and pricing.
Tony leads the programme of research into reforming
the financial sector, aligning the interests of society
and business. He is a regular commentator on banking
issues, having contributed to various programmes
and newspapers including BBC Today, Sky News,
the Guardian and Daily Mail. Since qualifying as an
ICAEW Chartered Accountant, Tony has worked as an
investment banker and has been appointed director of
a range of companies.
Sarah Hunt
Sarah founded Equity FD in 2000, following this with
Equity FC in 2004, EquityChair in 2010 and EquityInterim
in 2011. She has a strong interest in encouraging
young people (in particular, young women) to go into
business, undertaking many visits to schools and
speaking at numerous events. Sarah is passionate about
the ever evolving role of the FD and has been a judge
for the FD’s Excellence Awards from its inauguration.
John Neal
John O’Mahony
John is a Director within KPMG’s Financial Management
Advisory team where he leads the enterprise
performance management capability. John spent nine
years within industry, where he held several senior roles
including Finance Manager and divisional Financial
Director positions for technology related aspects with
global blue chip firms. Richard Porter
Richard represents the ICAEW on the FEE Sustainability
Policy Group. He is also PwC’s UK leader on non-financial
reporting and assurance and one of the firm’s Risk
Assurance Services partners in the Midlands. Richard led
PwC’s assurance services in relation to the adoption of a
single European currency and he is currently working
with a range of clients on the emergence and rising
importance of non-financial reporting.
Charlotte Sweeney
Charlotte is an experienced and pragmatic change
agent with over 20 years’ experience leading significant
change programmes in large global organisations,
coaching, facilitation and training. She has created and
delivered large scale Diversity, Inclusion and Wellbeing
strategies for global organisations, most recently
developing and implementing Nomura’s first Diversity
and Inclusion Strategy whilst appointed Head of
Diversity and Inclusion.
Peter Williams
Peter is Chairman of two online retailers – boohoo.com
plc, a UK quoted company selling young fashion, and
Mister Spex, selling eyewear from its base in Berlin –
and also the fashion brand, Jaeger. He is also a nonexecutive director at Rightmove plc, Cineworld Group
plc and Sportech plc, and is a trustee of the Design
Council. During his executive career he was Chief
Executive at both Selfridges plc and Alpha Airports plc.
Richard Young
Richard spent eight years producing magazines for
and about FDs, first as editor of Financial Director,
then of Real Finance. Since 2006 he’s been a freelance
writer and editor, working with organisations such
as Microsoft, ICAEW, CBI, EquityFD and PwC, while
also writing for a clutch of business and accountancy
magazines and websites. Richard also runs courses
on Better Business Writing and chairs a number of
conferences and web videos.
Additional speakers will include Adam Reader,
David Richardson and Mark Starkbuck,
whose biographies will be available
at icaew.com/fd2015 soon.