Driving Finance Agility: Navigate, Predict & Lead in a World of Uncertainty and Disruption
9th May 2018
The CFO Agenda welcomed 150+ CFOs and senior finance professionals at Twickenham Stadium in London to discuss Strategy & Business Partnering, Transformation and Operational & Performance Agility.
A wealth of industry experts and finance professionals lead strategic discussions on supporting talent through disruption, enhancing organisational agility and the CFO as a relationship builder.
Wayne Close was appointed Managing Director for UK Health Services in October 2017. Prior to that he was Acting CEO of International Markets. He has 25 years experience at Bupa having joined in 1992. His roles include leading Bupa International (the precursor to Bupa Global), MD of Bupa Global North America, setting up and leading Bupa Saudi Arabia, and holding a number of CFO roles across Bupa including the former International Development Markets (IDM) MU. Wayne is a Qualified Accountant and a Chartered Director.
Robs specialism & passion is improving Finance functions, starting with 10 years in the Profession and then 15 years in industry (large complex multi-national FMCG & Telecoms/Media). He starts with a compelling vision for Finance, anchored in the business strategy, and translates that into practical improvement to systems, processes, data and performance management. But ultimately Rob feels it is about people – working through change, managing stakeholders, unleashing potential. He has been at Sky for 9 years, and looks after Finance Transformation whilst leading our Finance Shared Service.
Paul Harris is a Commercial Finance Director at Starbucks EMEA, based in London. In his role Paul is responsible for planning, forecasting and investment appraisals for the EMEA region.
Prior to joining Starbucks, Paul was EMEA Finance Director for Apple and before that a Commercial Finance Business Partner at Nike. Holding leadership positions in large global companies has made has developed his skills in working in fast paced, high growth matrix environments.
Paul has recently completed his Executive MBA at the London Business School and is a Professional Management Accountant.
Ben Kay has been the UK & Ireland CFO for Swissport since September 2017. Swissport has a turnover of €400m with operations at 29 stations in the UK & Ireland (part of Swissport International the largest provider of ground and cargo handling services in the aviation industry). He has a team of 84 finance people.
He joined Swissport after 22 years at NSG (formerly Pilkington Plc) where his last role was European Finance Director (business partnering at a European and Global basis as well as running the finance function of 220 people across 15 countries).
At Pilkington/NSG, Ben gained his CIMA qualification and performed a number of roles at different levels and completed secondments in Italy, Germany and Australia.
Outside of the office Ben spends much of his time doing sport (running, squash, cycling, yoga, gym..)
Jessica, a CIMA qualified management accountant, joined L’Oréal in 2010 as Commercial Controller within the Consumer Products Divisions. Prior to this she had built her finance experience working within a range of industries including Fashion and Digital Media. Jessica’s success in these roles won her recognition through being awarded the Accountancy Age “Young Accountant of the Year” in 2009.
In order to broaden her experience of the L’Oréal business, Jessica transitioned to a corporate finance role as Treasurer for UK & Ireland in 2012. During this role she was pivotal in implementing a business transformation agenda in her field and was notably featured in the Treasury Today publication. In 2015 Jessica became the Commercial Operations Finance Director, where she specialises in retailer and channel strategy, with a key focus on developing future capability within the finance function for a truly multi-functional business
John Park became CFO for McDonald’s UK in 2016, and is responsible for finance, supply chain and legal oversight.
John joined McDonald’s UK in 2003 as an Assistant Operations Accountant. His progression through the company has included responsibilities as Regional Accounting Manager, Franchise Finance Manager and Head of Commercial Finance.
In his previous position as Finance Director, John was responsible for corporate and commercial finance in the UK, including supporting the organisation with commercial analysis and setting pricing strategy.
John is a Fellow of the Institute of Chartered Accountants in England and Wales and prior to joining McDonald’s he worked for KPMG.
Wendy Smith is the Chief Financial Officer for Kellogg’s EMEA Region. She was appointed to this post in September, 2015. Prior to joining Kellogg’s, Wendy held senior finance positions in Johnson & Johnson and P&G. Most recently Wendy was the Chief Financial Officer for J&J’s Consumer Division in Asia Pacific Region. To date, she has held a range of senior positions in finance functions globally and in different regions across the world. She has industry experiences in Consumer Products, Medical Devices, and Pharmaceuticals.
As a finance professional, Wendy believes in the importance of Compliance, Business Partnering & People Development. Her primary focus and passion is in developing people, and being an active mentor and sponsor for many professionals in and outside of her company.
Married with three sons, Wendy values work life balance, diversity, and professional excellence. Her personal philosophy is to always push for breakthrough results and breakthrough thinking. She recently moved with her family to Ireland and enjoys traveling, music, photography, and spending time with her family.
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Aon plc (NYSE:AON) is a leading global provider of risk management, insurance brokerage and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 72,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative risk and people solutions. For further information on our capabilities and to learn how we empower results for clients, please visit: www.aon.co.uk
Barnett Waddingham is proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. We’re a team of over 900 people in eight offices, each delivering on our values and our promise to ensure the highest levels of trust, integrity and quality.
Everything we stand for at Barnett Waddingham is embedded in our promise – to do the right thing. We’ve applied this meaningful principle across all aspects of our business with continued success. Our continued and long-term commitment to delivering value is our promise to all our people and clients.
BlackLine is a provider of cloud-based solutions for Finance & Accounting (F&A) that centralise and streamline financial close operations and other key F&A processes for midsize and large organizations. Designed to complement ERP and other financial systems, the BlackLine Finance Controls & Automation Platform increases operational efficiency, real-time visibility, control and compliance to ensure end-to-end financial close management, fuelling confidence throughout the entire accounting cycle.
BlackLine’s mission is to continuously improve the quality, accuracy and efficiency of Finance & Accounting by centralizing key functions within a single, unified cloud platform. Enabling customers to move beyond outdated processes and point solutions to a Continuous Accounting model, in which real-time automation, controls and period-end tasks are embedded within day-to-day activities, BlackLine helps companies achieve Modern Finance status, ensuring more accurate and insightful financial statements and a more efficient financial close.
More than 1,700 companies with users in approximately 130 countries around the world trust BlackLine to ensure balance sheet integrity and confidence in their financial statements. For more information please visit www.blackline.com
BOARD International is a global provider of Business Intelligence and Performance Management software.
Founded in 1994, BOARD International has enabled over 3,000 companies worldwide to improve the effectiveness of their management decision making processes, unifying BI and CPM in a single integrated environment.
BOARD provides a seamless solution for the support, control and management of core processes such as:
Thanks to its programming-free toolkit approach, global organizations such as Coca-Cola, DHL, KPMG, Puma, Siemens, Toyota and ZF Group have rapidly deployed end-to end decision-making applications in a fraction of the time and cost associated with traditional solutions.
Headquartered in Chiasso, Switzerland, and Boston, MA, BOARD International has branches in the US, UK, Germany, Italy, Spain, France, Benelux, Nordics, UAE, Singapore, Australia, India, Japan, China, Mexico, Argentina and a worldwide network of distributors and certified partners.
Capita Integrated business solutions with over 30 years’ experience, is a leading provider of financial software solutions to many organisations. Their clients’ needs and expectations are the forefront of what they do, which is why they specialise in providing innovative financial software solutions. Capita Integrated business solutions plays a major role in enabling organisations to achieve their financial and e-Business strategies.
Their financial software solution, Integra, enables organisations to manage all their financial requirements via a comprehensive, web-based, easy to use solution. Relied upon in the private, public, housing, and Not for Profit sector organisations; Integra uses a world-class software framework and proven built-in processes to deliver significant operational savings, a high degree of flexibility and an immediate return on investment.
Wolters Kluwer (AEX: WKL) enables finance, legal, tax, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts.
We understand the complex challenges that face the Office of the CFO and translate that knowledge into intuitive, enterprise-scale performance management software solutions that drive business results. With CCH® Tagetik software, you get the simplicity of the Cloud and the power to unify financial and operational planning; shorten the consolidation and close process; immediately analyze results, model and compare full financial statement impact of business scenarios; adjust strategic plans; seamlessly update rolling forecasts; produce formatted and auditable financial statements and management reports; collaborate on business reviews, and automate disclosure and board reporting. CCH® Tagetik corporate performance management solutions have built-in financial intelligence so that CFOs, finance managers, and operations executives can orchestrate multiple or all processes in one software solution.
With over 30 years’ experience in the corporate performance management space and over 180 years serving professionals across the globe, Wolters Kluwer is lifting the standard in software, knowledge, tools and education. For more information, visit www.tagetik.com and www.wolterskluwer.com.
Established in 2003, Cedar is a specialist recruitment consultancy operating in the finance, transformation and procurement arenas. Cedar offers highly effective bespoke recruitment solutions to clients in the private, public and not for profit markets in the UK and internationally. We manage an extensive range of permanent and interim opportunities from entry level through to senior executive. Cedar promotes a culture based around the concept of ‘Listen, Advise, Deliver’ – we listen to our clients and candidates, understand their key drivers and then advise them as to the best approach to ensure effective delivery.
Celonis is the world´s leading process mining company. The innovative big data technology applies machine learning across all company data to provide full, unbiased visibility into all business processes, uncover bottlenecks, and provide prescriptive recommendations on how to eliminate them effectively. Enterprises in over 25 countries trust Celonis to visualize, analyze and maximize the efficiency of their operations. Celonis is based in Munich with offices in the U.S. and the Netherlands.
FD Recruit is a leading recruiter of CFOs and Finance Directors operating across England, Scotland & Wales. FD Recruit specialise in a number of sectors working with SME’s to Plc’s and private equity backed businesses. Their expert recruiters source candidates for a variety of assignments including roles on a full-time, part-time or interim basis. By developing a niche focus FD Recruit have become industry leaders within their field.
FISCAL Technologies is a world leading award winning provider of forensic solutions that empower purchase-to-pay teams across the globe to protect organisational spend.
Incorporating unique technology to reduce risk in the supply chain, FISCAL’s AP Forensics® enterprise solutions are used on a continuous, preventative basis to protect supplier spend, defend against fraud, increase profitability and drive process improvement.
Since 2003, FISCAL has safeguarded hundreds of millions of payments and is now relied on by over 250 leading organisations.
Founded in 1921, we’re one of the longest established independent firms of consultants and actuaries in the UK. We have unrivalled experience working with defined benefit (DB) pension schemes and build resilient strategies to create better, more certain futures for schemes, sponsors and their members. We’re a long-term partner and support our clients all the way through to the end of their DB journey.
We pride ourselves on finding the answers that deliver the right outcomes through fresh, innovative ideas. We believe everyone has a right to a better financial future – we help our clients ensure it’s not left to chance.
The ICAEW Academy of Professional Development offers a comprehensive curriculum of CPD courses, talent development programmes, bespoke in-house training and specialist qualifications. It reflects our commitment, as a world leader of the accountancy and finance profession, to high quality professional development, using our rigorous standards and leading edge content.
The Academy has been specifically designed to equip the future professional in the fast-changing business environment. With outstanding training specialists, coaches and mentors to leverage our knowledge and create engaging, practical training, which endows participants with applied skills and have a tangible impact on business performance.
Founded in 1999, The Instant Group is a workspace innovation company that rethinks workspace on behalf of its clients injecting flexibility, reducing cost and driving enterprise performance. Instant places more than 7,000 companies a year in flexible workspace such as serviced, managed or co-working offices including Amazon, American Express, Sky, Network Rail, Serco, Teleperformance, Worldpay, and TMF making it the market leader in flexible workspace.
Its listings’ platform Instant Offices hosts more than 12,000 flexible workspace centres across the world and is the only site of its kind to represent the global market, providing a service to FTSE 100, Fortune 500, and SME clients. With offices in London, Newcastle, Berlin, Haifa, New York, Dallas, Los Angeles, San Francisco, Hong Kong, Singapore, Kuala Lumpur, and Sydney, The Instant Group employs 200 experts and has clients in more than 150 countries.
Kyriba is the #1 provider of cloud treasury and financial management solutions. Kyriba empowers financial leaders and their teams with award-winning solutions for cash and risk management, payments and supply chain finance. Kyriba delivers a highly secure, 100% SaaS enterprise platform, superior bank connectivity and a seamlessly integrated solution set for tackling today’s most complex financial challenges. More than 1,800 companies, including many of the world’s largest organizations, rely on Kyriba to streamline key processes, protect against loss from fraud and cybercrime, and accelerate growth opportunities through improved decision support. Kyriba is headquartered in New York, with offices in San Diego, Paris, London, Tokyo, Dubai and other major locations. For more information, visit www.kyriba.com.
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £951.1 billion *. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
*as at 30 June 2017, including derivative positions. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
Sage Business Cloud Enterprise Management is changing how enterprises compete and grow, by delivering faster, simpler and flexible business management, without the complexity of typical ERP systems.
Designed for the demanding enterprise users, it introduces a faster way to manage all business processes –from procurement to warehousing, production, sales, customer service and financial management– and offers real-time insight across the supply chain, on a global scale. Built on a flexible, Cloud and mobile technology platform, it is easy to configure and to extend with industry-specific applications, and is ready for innovation, offering a cohesive, simple solution for all enterprise management needs today, and well into the future.
TPT Retirement Solutions is an award-winning specialist provider of defined benefit pensions with 70 years’ experience. As a not-for-profit organisation with c.£9 billion assets, TPT is run for the benefit of more than 2,400 employers.
Running defined benefit pension schemes can be costly and time consuming. With the burden of ever changing legislation, administration hassles and the other pitfalls of managing your own pension scheme. TPT’s DB Complete product saves time, money and gives peace of mind, by combining expert support and scheme services in one solution.
Founded in 2010, Tradeshift is the world’s largest business commerce platform that connects buyers and sellers. Tradeshift connects over 1.5 million companies across 190 countries, processes over half a trillion USD in transaction value yearly, and has a marketplace containing 28 million SKUs. It offers solutions for procure to pay, supplier engagement and financial services, and enables companies and partners to build custom or commercial apps on its business commerce platform. Tradeshift is headquartered in San Francisco, with offices in Copenhagen, New York, London, Paris, Suzhou, Chongqing, Tokyo, Munich, Frankfurt, Sydney, Bucharest, Oslo, and Stockholm.
Trintech, Inc. pioneered the development of Financial Corporate Performance Management software to optimize the Record to Report process. From high volume transaction matching and streamlining daily operational reconciliations, to automating and managing balance sheet reconciliations, journal entries, treasury management and bank fee analysis, to governance, risk and compliance – Trintech’s portfolio of financial solutions, including Cadency®, ReconNET™ and Adra Suite, help manage all aspects of the financial close process. Over 3,100 clients worldwide – including the majority of the Fortune 100 – rely on our cloud-based software to increase efficiency, reduce costs, and improve governance and transparency across global financial organizations.
Headquartered in Dallas, Texas, Trintech has offices located across the United States, United Kingdom, Australia, France, Ireland, Norway, Sweden, Denmark, and the Netherlands, as well as strategic partners in South Africa, Latin America and Asia Pacific. To learn more about Trintech, visit www.trintech.com or connect with us on LinkedIn, Facebook and Twitter.
Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has over 40,000 employees serving more than 140 countries.
We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
Together, we unlock potential.
Zuora, powering the Subscription Economy®, provides the only SaaS platform that automates all subscription order-to-cash operations in real-time for any business. Companies in any industry can launch new businesses, shift products to subscription, implement new pay-as-you-go pricing and packaging models, gain new insights into subscriber behavior, and disrupt market segments to gain competitive advantage. Zuora serves more than 900 companies around the world in a wide range of industries, including Box, Komatsu, Rogers, Schneider Electric, Toshiba, Xplornet and Zendesk. Headquartered in Silicon Valley, Zuora also operates offices in Atlanta, Boston, Denver, San Francisco, London, Paris, Beijing, Sydney, Chennai and Tokyo.
Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. More than 1,000 organisations, ranging from medium-sized businesses to Fortune 50 enterprises, have selected Workday.
Director of Finance is the voice of the UK FD. The magazine and website is full of valuable insights and interviews that go behind the headlines and examine what FDs across the country really need to know. Published quarterly, DOF looks at all the issues affecting UK boardrooms, providing thought leadership in an ever-more changing and challenging world.