Chair’s Opening Remarks

Raymond Jack, Executive Director, ACCA Global


Panel Discussion

How to Survive the Pandemic by Getting Tech to do all the Hard Work

  • Analysing tech that enables team communication and business growth in a remote working environment
  • Understanding the way customers are now receiving information, and ensuring your data tech is up to speed
  • How forecasting with tech can monitor and measure the impact of change on your business leading to better business decisions
  • Integrating tech enabled solutions into the day-to-day to engage teams working remotely
  • Preparing technology use as part of crisis management and adoption of video platforms

Darren Cooper, Group Accountant, Travel Innovation Group

Tom Coward, Finance Director, Cytora


Fireside Chat

Know your Enemy – Developments in Cyber Security

  • How has the landscape of cyber security threats changed over the past 6 months
  • Identifying the risk to your business from cyber security breaches and how to mitigate them
  • Lessons learned from breaches that have occurred since March

Networking Break


SAP Presentation

Growing Your Business Through Digital Transformation

  • Embracing change and identifying where to start
  • The role of finance and internal collaboration
  • Challenges of scaling, staying efficient and keeping costs inline
  • Measuring the impact of digital transformation on your business processes

Cassie Petrie, Senior Director, SAP Concur


Expert Presentation

What Moves a Currency Market and the Economics Behind it

  • Discussing the bounce-back after Brexit, potential impact of the upcoming US election, shifts in global relationships and the global pandemic - macroeconomics factors affecting the currency markets in 2020 and beyond
  • Managing event risk - what are the potential outcomes of these changes
  • Protecting your business - what can you do to ride out and benefit from unforeseen changes
  • Examples and lessons learnt

Dan Vanderputt, Senior BDM/NAM, Cambridge Global Payments


​Lunch Break


Panel Discussion

Hiring the best talent and building a great team

  • Navigating a diverse talent pool – from graduate schemes and apprenticeships to sourcing top of the line senior team-members
  • Addressing gender and generational diversity within the finance function and finding the most productive way for diverse teams to collaborate
  • Discussing staff remuneration and competing with other employers in a busy market
  • Ensuring employee engagement and well-being in a changed environment
  • Understanding how to monitor systems to keep the team on track remotely

Edward Knighton, CFO, YO!Sushi

Simon Gretton, Finance Director, KBE Drinks

Sophia Meadows, Finance Director, Bloom & Wild

Paul Gordon, Managing Director SME & Mid Corporates, Lloyds Banking Group


Investor Discussion

Understanding Private Equity and Venture Capital Perspectives on Investing in SMEs

  • Understanding what investors are looking for in companies and leadership teams when considering new investment and after the deal is done
  • Engage with investment companies to discuss finance and taking into consideration the shift in time-lines over past few months
  • Silent partners or controlling force – understanding the role of Private Equity and Venture Capital within the company structure
  • Working with investors post-transaction, to ensure a mutually beneficial relationship

Andy Gregory, Head of Investments UK and Ireland, BGF


Case Study

The Role of the CFO in Planning for and Maximising Value on Exit

  • Planning for exit from the start to deliver the right model to outperform upon exit
  • Considering the crucial role of the CFO in valuation and deliverability of the transaction
  • Evidencing and articulating your company’s growth story during the exit process
  • Managing your time and prioritising to deal with the pressures of the exit process

Juliet Sturridge, Head of Finance, Matthews & Goodman

Tom Lewis, Interim Group Financial Consultant, Pharmaspectra

Rupert Levy, Group Finance Director, AgriBriefing Ltd


Coffee Break



Tracking the Journey from CFO to CEO

  • Planning your career trajectory and preparing early to make the jump successfully
  • Rethinking priorities in a new leadership role
  • Navigating team-relationship restructuring after your transition

Will Edwards, Chief Executive Officer, Lovespace


Panel Discussion

Finding the Right Fit - Navigating Funding Options and Financial Risks

  • Understanding funding options that have become available in the last 3 months
  • From bank loans and ABL to venture capital and private equity - What is the right fit now?
  • Presenting your company as a must-see opportunity to potential investors
  • Collaborating internally with your CEO and leadership team to ensure a smooth transition and productive distribution of capital injections
  • Managing in the current climate and understanding funding options that are now available

Ricardo Laverty, CFO, Chemist4U


Chair’s Closing Remarks

Raymond Jack, Executive Director, ACCA Global


9.00 Top Tips for Scaling-Up - Lloyds

10.40 Working with PE/VC investors - David Bateman, CFO, Medina Dairy

Rupert Levy, Group Finance Director, AgriBriefing Ltd

12.10 Currency Management - Dan Vanderputt, Senior BDM/NAM, Cambridge Global Payments

15.10 Expense Management - David Smith, CFO, Roomex

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