CEO and founder of Think Forwards, a financial and businesses consulting group on a quest to embed commercial finance excellence, creating value-add financial business partnering teams, and to help you understand what changes may be needed in your businesses to optimize growth and profitability. We bring real-life financial experience to deliver results. We look at what businesses do today and help them implement those changes they want to make to transform tomorrow — delivering positive financial impact.
Chris thrives in situations where he can talk with people about their business and work with them to find ways to drive their business forwards. He has extensive experience in leading projects to drive transformational change whilst ensuring profitable and sustainable growth.
Chris has experience in both large multi-national businesses and in start-ups. In his prior role as International CFO at Allergan, he led an international finance organisation of 170 people supporting a business with $3bn in sales and 4,500 employees delivering double-digit sales growth in over 100 countries. He has established finance functions and to raise funding for smaller early stage companies.
Resident CFO at the Finance Director Magazine, guest lecturer at the Henley School of Management, and judge at the British Accountant Awards.
Chris is a Chartered Accountant with ICAS, and holds a PhD and Masters degree in Chemistry.
Contact Chris at firstname.lastname@example.org. Find him online at linkedin.com/in/chris-astle/ and @astle_chris.
Richard is the Senior Vice-President of Finance and Commercial Operations at Syco Entertainment, Simon Cowell’s joint venture with Sony Music and the company behind the iconic TV formats the X Factor and Got Talent amongst other diverse music and entertainment interests. Richard is responsible for corporate governance and the achievement of the commercial targets while ensuring a highly innovative and talent led environment is maintained along with a willingness to take creative risks.
Prior to joining Syco, Richard spent seven years at the Nordic Entertainment business, Modern Times Group (think Sky for Scandinavia) and held the roles of the UK General Manager, VP Finance and CFO of the Broadcasting division. During his time at MTG Richard led the transformational restructuring of the UK Operations and led on multiple international M&A transactions.
During a long and varied career, Richard has also held senior finance positions within BBC Worldwide (the commercial arm of the BBC), Warner Brother’s UK home entertainment division and spent 11 years in international roles with Heinz. Key themes during Richard’s career include international finance leadership, transformation, M&A and people & team development.
Richard is a Fellow of the ICAEW, is a passionate Spurs fan, a keen runner and in August is moving to Shanghai, China with his family.
Following the Business Administration Degree cum Laude at LUISS Guido Carli in Rome (2003) started working for Procter & Gamble in Rome in the Finance Department.
During my 13+ year finance career, went through a succession of challenging and fulfilling assignments across Western Europe in primary multinational Corporations (Procter & Gamble, Jaguar Land Rover [JLR]).
Key focus areas I developed over time relate to:
Additional interests concern Management and Personal Development techniques, Macroenomic and Socio-Political dynamics, photography (which was also run professionally in between finance assignments).
On top of the corporate day job, I also started developing an interest in Start-up Companies which I support in developing and growing with the tools and the knowledge gained over time.
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.
Naomi is the Chief Finance Officer of VolkerWessels UK, Chair of the audit committee for the National College for High Speed Rail and has recently completed professional training as an Executive Coach. Prior to joining VolkerWessels UK, Naomi was Finance Director of London Underground where she led major transformation and change programmes across Transport for London including systems implementations and the integration of Metronet.
She joined VolkerWessels UK in 2010 with a mandate to enable the development of VolkerWessels UK as a significant player in the UK infrastructure market, bringing together a number of subsidiaries to work together as a united group. She has delivered finance transformation and been instrumental in developing a broader business focussed shared services centre with c200 employees where she leads a number of support activities for the UK based businesses, including Finance, IT, HR and Learning and Development.
Matt joined The Instant Group in 2014 to expand the knowledge and expertise of our team and continue to grow the range of solutions we offer our clients. Matt brings with him considerable business experience and a large network of multi-national contacts. Prior to The Instant Group, Matt spent four years at global food and facilities provider Sodexo, developing their staff engagement programmes and working as a Health Ambassador, a role which he continues.
Matt’s early career was spent as a successful international rugby player, playing for the Northampton Saints and London Wasps between 1991 and 2006. Matt toured three times with the British and Irish Lions as well as being part of England’s 2003 Rugby World Cup winning side. Since retiring from Rugby, Matt has forged a successful career in television and media which continues to play an important role in his life with commitments including Question of Sport, Radio 5 Live and BT Sport.
Gomars sprang to prominence when he led the 1992 England Schools U18 team to their first Grand Slam in 11 years. The following season, he joined London Waspsand made his full England debut in 1996 against Italy. In 1997, he played in three Five Nations games and came on twice as a replacement on tour in Argentina.
On the club scene, he was a member of London Wasps‘ 1999 Powergen Cupwinning side, then transferred to Bedford, where he was captain, before being persuaded to join Gloucester Rugby. He was a Gloucester Rugby favourite, and took part in his second Powergen Cup triumph in 2003.
In 2002 Gomars re-ignited his England rugby career after a period of 27 months in the international wilderness, when he played in the 26-18 win over Argentina in Buenos Aires in June. He sealed his place as one of the three scrum halves for the World Cup with a strong performance in England’s 43-9 defeat of Wales at the Millennium Stadium, during the World Cup warm up matches. He scored two tries in the 111-13 win over Uruguay in the 2003 Rugby World Cup in Brisbane.
Emerging enhanced from his World Cup performances, Andy was selected as England vice captain for the non-cap game against the New Zealand Barbarians in December 2003. Gomars started all three of England’s 2004 Autumn internationals at Twickenham and was vice captain in the England XV against the Barbarians in May as well as the Churchill Cup tour.
However, injury led to his replacement at both Gloucester Rugby and England, and so to prolong his career he signed a three year deal with Worcester Warriors in June 2005. However, his injury worries returned to plague him, and he was released along with nine other players by Worcester in May 2006, two months short of the end of the season.
On 25 September 2006 Gomars signed a one year “pay-as-you-play” deal with Harlequins.
Gomarsall performed well for Harlequins and was selected for the England squad for the 2007 Rugby World Cup. It was his kick down the touchline that enabled Josh Lewsey to score 5 points – the eventual winning margin for England that sent them into the final against South Africa on 20 October 2007.
In 2008, Gomarsall started the first two Six Nations games for England. After a brief spell at Leeds Andy has now retired and available for broadcasting and speaking opportunities.
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.
Noreena Hertz is a renowned thought leader with an impressive track record in predicting global trends. Her best-selling books, The Silent Takeover, IOU: The Debt Threat and Eyes Wide Open, are published in 22 countries. She advises a select group of the world’s leading business and political figures on strategy, economic and geo-political risk, digital transformation, Generation K and millennials and sits on the board of Warner Music Group.
The Observer has named her as “one of the world’s leading thinkers”, Vogue has named her “one of the world’s most inspiring women.” Her thinking served as the inspiration for Bono’s Product (Red). She has featured as the Cover Story of Newsweek.
Noreena graduated from university when she was 19 years old. Within four years she was advising the Russian government on its economic reforms and investors on M&A transactions as the Russian economy opened up to capitalism. At the age of 29, Noreena was working with the governments of Israel, Egypt, Palestine and Jordan on the role economics could play in the Middle East peace process
A regular commentator in print in the US and Europe, Noreena’s opinion pieces have appeared in publications including The New York Times, The Guardian, The Financial Times, and the Wall Street Journal. She has made multiple television appearances on both sides of the Atlantic including on flagship shows such as BBC’s Question Time, PBS’s Charlie Rose and CBS’ This Morning.
Noreena is frequently sought after as a Keynote Speaker and Event Chair. She has given Keynote Speeches at TED, The World Economic Forum in Davos and Google Zeitgeist as well as for leading global corporations, sharing platforms with such luminaries as President Bill Clinton, Professor Stephen Hawking and David Beckham amongst others.
In August 2017 Noreena launched her own show MegaHertz: London Calling on Sirius XM, the United States’ biggest radio network with 64 million listeners. The show provides insights and analysis on what is happening in Europe and also a European take on what is happening in the US. She is the first and only non-US voice on the entire Sirius network. Previously she was ITV News’ Economics Editor where she led ITV’s economics coverage through a fascinating, fast-paced period that included the Referendum and its aftermath, the invoking of Article 50 and a General Election.
Noreena has a PhD from Cambridge University and an MBA from the Wharton School of the University of Pennsylvania. She is a Visiting Professor at University College London.
Peter was born in Paris in 1965, with arms that end at the elbow and no legs. From that moment, his parents were determined he should have the best upbringing he could. They let him fall and they let him discover so he could find his limits. As it turns out, he hasn’t found any yet.
He went to school, got a job, competed in two Paralympic Games and he has never allowed himself to step away from anything simply because of his body.
His parents instilled in him a core belief: ‘It’s not my body that limits me, I know I’m capable of anything, but the environment that I live in.’ So from a very young age he learnt that he would have to become adaptable and determined in his approach to life.
When he first announced he was going to drive, a friend of a friend, who was a driving instructor, told him he would never be able to drive – so he set out to prove him wrong. And did.
His swimming journey began in the 1970s when his school recommended he take it up for all-round exercise. It was clear that his upper body would have to be his strongest asset so he began to use the school pool and quickly discovered that he floated very well.
Swimming became a sanctuary for him and once he began to swim competitively at the age of 10 it wasn’t just about beating other people. It was about beating people’s expectations.
In 1984 he was scouted by the GB Paralympic squad and asked to join them – but he didn’t have a coach. He didn’t even have access to a pool. By coincidence, he got a job working at the Royal Military Academy in Sandhurst where he was allowed to use the swimming pool. By another happy coincidence, they hired a manager, Mike Gibson, who was a qualified swimming coach. He approached him to ask if he could be his coach, and between them they created a plan to help get him to the Seoul Paralympic Games in 1988.
It wasn’t until the Barcelona Paralympics in 1992 arrived that he really proved what he could do. He won 3 Gold medals and set 3 world records. Not bad for a guy with no legs, half arms and a coach who’d never trained someone with limbs missing before.
Connie joined Opple in 2014 and is responsible for Finance, Tax, Risk Management and Legal for Europe. She is also a member of the Board of Directors of Opple Europe.
Prior to Opple, Connie worked for Philips/ NXP Semiconductors for +10 years. She has held multiple leadership positions across various businesses and Finance functions in Europe and Asia. She has also led several business spin-offs and post-merger acquisition projects.
Connie is based in the Netherlands and is an active promoter of Machine Learning and Artificial Intelligence applied to Finance.
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..)
Having qualified as a chartered accountant in 2002, Bina fast tracked her career path and established herself as a Commercial Finance Director with exposure to a number of different industries. Through her journey, she has experienced the evolving role of the FD / CFO, and now acts as a business partner to CEOs. A mother of two, Bina was looking for a way to capitalise on her skill set, whilst being able to spend time with her young children and help them shape their future. As a result, her company was born and offers portfolio CFO services to ambitious businesses. Her experience, vision and nurturing manner now enable these businesses to reach their full value potential, plan for a successful future and overcome barriers to growth, be these processes, profitability or funding.
Bina’s long term plan is to pair CEOs with mothers who are equally skilled and qualified, and able to offer an affordable, flexible service.
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
Katie started her career at ConocoPhillips (Oil & Gas industry) and worked through a number of roles in Generalist HR as well as Talent Management and Talent Acquisition before moving to Accenture as a Consultant in Talent and Organisation. This role was focused on large scale organisation transformation and change management projects within the FMCG industry. Katie joined L’Oréal in 2016 as HR Business Partner for the Consumer Products Division working as strategic partner to the business. Katie has led the business through a number of organisational design transformations, creating truly multifunctional customer teams. A key focus area is talent development, building multifunctional career paths and succession plans that are adapted to the needs of the employee and the business.
Katie has a degree in Psychology from the University of Exeter, a Masters in Human Resource Management from the University of Westminster and is a Chartered Member of the CIPD.
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.
James is Chief Financial Officer of William Hills Global Online business, spanning more than 15 countries, James has over 20 years experience leading, growing and developing financial and commercial teams in regulated B2B and B2C businesses across a range of sectors including banking, payments, fintech, consumer financial & retail services, property, and gaming & betting.
James qualified as a Chartered Accountant with PricewaterhouseCoopers before specialising in mergers, acquisitions, business development and strategy, working with private equity funders, debt investors and FTSE100/250/Fortune1000 companies, funding, developing and expanding fast growing, high potential businesses, both in an advisory capacity and as part of inhouse management teams.
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.
Elizabeth ‘Beth’ Tweddle is a former British artistic gymnast and is the most successful British Female Gymnast in the history of the sport. Her impressive achievements include being an Olympic Bronze Medallist, a triple World Champion, a six-time European Champion, a Commonwealth Champion and seven-times consecutive National Champion.
Her medal haul started at the 2002 Commonwealth Games where she collected Gold and two Silvers. Over the next decade Beth won over 20 more Gold medals, competing all over the World in major Championships. Having achieved her lifelong dream of winning an Olympic medal at the London 2012 Olympic Games, Beth thought it would be perfect timing to retire from competitive gymnastics. Beth’s phenomenal achievement in the sport saw her nominated for Sports Personality of the Year Award twice, finishing 3rd in 2006. She was made a Member of the Order of the British Empire (MBE) in the 2010 New Year Honours for her unequivocal dedication, commitment and success in gymnastics.
Beth, a three time Olympian, is almost as successful outside the gym as she is in it. In 2007, Beth found time to graduate from Liverpool John Moores University with 2:1 in Sports Science and subsequently was accepted to study Physiotherapy at the University of Liverpool. Although Beth retired from Gymnastics she couldn’t part from the sport, as she became the Director of Total Gymnastics, a company that delivers recreational gymnastics to thousands of children. Beth has also set up a series of #trainwithBeth camps across the UK, engaging thousands of children in bespoke, elite gymnastics experiences.
Beth is also involved in sporting governance, holding positions with the FIG as the Global Athlete representative and Team GB and British Gymnastics. Beth has also been appointed as a Director of Switch the Play, an organisation that delivers a pathway for professional athletes with a careers and training after sport.
Beth’s profile allowed her to take on a variety of media and sporting work. In 2013, Beth won the eighth series of Dancing on Ice and has also participated in many other TV reality shows. Beth also commentates regularly for the BBC and Sky Sports, as well as making numerous media appearances on both TV & Radio.
Since starting gymnastics at the age of seven, Beth has helped to reinvent British gymnastics and her achievements place her in the ‘greatest of all time’ category within her sport. Her variety of talents and life experience make her a highly regarded motivational speaker, approachable to inspiring school children, whilst being able to motivate the employees of blue chip companies.
John has been involved in countering fraud and corruption for over 20 years. John has worked with a host of organisations to develop and embed counter-fraud and corruption strategies, undertake investigations, design and deliver training and undertake fraud and bribery risk assessments.
John sits on the ‘Fighting Fraud Locally’ Steering Committee (National Fraud Authority), is Vice Chair of the London Audit Group’s Fraud Sub-Group, sits on the Advisory Panel of Portsmouth University’s Centre for Counter Fraud Studies and on the Editorial Board for the ‘Fraud Intelligence’ magazine. Until recently he was a Director of the London Fraud Forum and an Executive Member of the Institute of Counter Fraud Specialists. John was the Project Lead for the Attorney General’s Fraud Review Fraud Loss Measurement Unit’s Working Group and prior to this he was the Vice Chair of a Parliamentary data-sharing and identity fraud group.
With 25 years of experience in designing, implementing and supporting enterprise management solutions worldwide to global businesses, Ian established Inixion Limited in 2006 – a Sage Partner focused entirely on the delivery of Sage’s global solution, Sage Enterprise Management.
Ian has managed over 100 ERP projects with businesses in a variety of sectors, ranging from small UK based companies to global listed businesses, interacting with C-level executives through to operational team members to maximise the benefits delivered from enterprise solutions.
Working with Avon Rubber, Ian project managed the roll out of Sage Enterprise Management throughout the business, replacing 12 legacy ERP systems and delivering the solution to over 400 users.
Spencer is an accounting & finance systems expert with 10 years’ experience in advising, designing, implementing and selling complex Corporate Performance Management (CPM) solutions.
He has held a variety of positions on both the client and advisory side including Principal Consultant, Project Manager, Solution Architect and most recently Head of Presales for CCH Tagetik in the UK and Ireland.
Throughout his career he has advised organisations on how to improve and transform the finance function through better use of technology and has worked with clients in Europe, the US and Asia.
Prior to working in the CPM space Spencer had a successful career in financial management, planning, strategy and financial control giving him a strong understanding of the pressures and issues facing the modern Finance Function.
Tim is Head of Fiduciary Investment Advisory, with responsibility for the Investment Advisory services that LGIM delivers to clients as part of its Fiduciary Management service. Tim joined LGIM in 2015 from Towers Watson, where he was Head of Investment Strategy for the UK Delegated Investment Services business, and a member of the Portfolio Construction Group. He worked at Towers Watson (formerly Watson Wyatt) for 11 years delivering advice and solutions to a range of pension funds and other institutional investors. Tim is a fellow of the Institute of Actuaries and graduated from Oxford University in 2002 with a master’s degree in physics.
David is the driving force behind FISCAL’s commitment to delivering solutions that provide customers with real value and a great return on investment. He has 20 years’ experience in growing technology organisations and has spent the last 10 years working with hundreds of Accounts Payable teams to help protect their corporate spend. David’s vision and leadership have been crucial in focusing FISCAL as a leading brand in the purchase-to-pay function. Under his helm, the business has grown 50 fold in revenues across North America and Europe. David holds an MBA and Honours Degree in Business & Accounting.
Christoph Grossbaier is Head of Product Marketing at Celonis. As part of Celonis, he has worked with numerous customers like Swisscom, Döhler and Andritz to support them in making their procurement processes more efficient by leveraging Celonis Process Mining.
Christoph holds a Master of Science from the University of Cambridge in Engineering and previously worked as a Business Development Manager at Celonis.
Greg Hackney, Inixion Sales & Marketing Director, has worked in the business systems industry for over 20 years. He has extensive experience in providing ERP systems; working closely with customers, from boardroom to shop floor, to understand their requirements.
With a Project Management background of his own, Greg’s approach to solution-based selling is at the core of Inixion’s long-term relationship building with customers. His focus on understanding requirements and ability to translate business needs to solution options has enabled him to drive a customer-first ethic at Inixion, delivering solid results and an extremely low customer attrition rate
Greg has worked with Avon Rubber since 2011. He has a close working relationship with Mike DePasquale and has been involved in supporting Avon Rubber with their growing and expanding use of Sage Enterprise Management.
Having worked in software for over 20 years, Mark is passionate about delivering innovative solutions through the use of Cloud application solutions.
He has worked with Private and Public Sector organisations and will continue to look at innovative outcome based solutions that drive sustainable transformation to ensure UK business and Public bodies are fit for the future, despite the potential challenges they may face.
Mark believes the use of Cloud solutions will allow organisations to focus on strategic matters; deliver valuable services and a competitive edge to service innovation, whilst utilising their ever-shrinking budgets. New initiatives such as RPA, chatbots and AI are among the areas Mark is looking to leverage to make a difference in today’s competitive business “Battle Arena”.
Jules Hollows has over 20 years of experience in working with CFO’s and Finance Professionals to deliver desired outputs through technology across Public Sector, Mid-Market, Multi-National organisations.
Martin qualified as a Chartered Accountant in South Africa having completed his Articles with KPMG. He then moved to London where he implemented PeopleSoft Financials at various clients for five years, before working at Shell in various Controllership positions for the next seven years. Post Shell, Martin implemented various SAP solutions at BP before joining BlackLine. Martin is married with two young children, a boy and girl, and loves spends his weekends lifting them to a variety of sports venues.
Bertram Lutz is the Head of Data Science UK&I at Celonis. As part of the core UK team Bertram plays an integral role in helping Celonis customers utilise their data in a more meaningful way through the power of process mining.
Brian is Finance Director at Workday. He is responsible for the accounting and controllership functions for Workday in EMEA, APJ and Canada. Brian joined Workday in 2008 as part of the Cape Clear acquisition. In the intervening period Workday has grown from a small start up to a large, publicly quoted multinational company. Prior to working in technology, he worked in various finance roles in the food industry.
Brian holds a BA in Economics and Politics and an MBA from University College Dublin. He is also a member of the Association of Chartered Certified Accountants.
Greg is responsible for consulting with – and providing strategic treasury solutions to – corporates of all sizes across the globe. He draws from more than 18 years of hands-on experience as a Certified Treasury Professional to demonstrate how technology can add value to their organisation by optimising cash and risk management processes and working capital strategies to improve productivity, mitigate operational and financial risk and add treasury-led strategic business value.
Greg has worked for leading global treasury operations, including those at Microsoft, EMC Corporation and Wall Street Systems, and was most recently Director of Global Treasury Operations at Boston Scientific. Although American, Greg is married to a Brit and following many transatlantic flights this year, is finally about to move permanently to the UK!
Frederic Portal is Senior Product Marketing Manager for Financials, EMEA at Workday. Frederic has worked in a variety of finance and non-finance roles over the last 23 years.
Prior to joining workday, Frederic served as a Financial Product Strategy manager for Peoplesoft and worked closely with the development teams to deliver on the product roadmap for financial application. Frederic holds a Masters in Finance with a focus in international management form ENOES, Paris
Jane is a qualified actuary who helps employers and other benefit sponsors with their pension matters. This assistance will vary from adhoc advice on specific topics to pragmatic advice on understanding and implementing a strategy to allow an employer to ‘exit’ from their defined benefit pension scheme.
In her 25 plus years in the pensions industry, she has advised the full spectrum of clients from listed global multinationals to small family owned businesses with assets ranging from £3 billion to £20 million. She advises companies on member options and liability management, benefit design changes, scheme merger and harmonisation, scheme funding negotiations, longevity transactions, M&A activity and accounting disclosures. In addition Jane historically advised Trustees and therefore has a good understanding of the approach trustees and their advisers might adopt.
Jane’s extensive experience, clear advice and proactive approach has helped her to become a trusted consultant to a wide range of UK and multi-national businesses. She is committed to being at the forefront of delivering independent tailored actuarial advice to Barnett Waddingham’s corporate clients
Tim Rees is the UK Client Engagement and Strategy Leader for Willis Towers Watson’s Cyber Risk Solutions. He was previously Client Engagement Manager for Blackdot Solutions, leading relations across multiple sectors, with a focus on the legal sector and the US market. Prior to Blackdot, Tim was a consultant delivering bespoke projects addressing cyber risk management across commercial industries, notably the legal and insurance sectors, adopting a holistic approach to mitigating and quantifying risk. He also delivered projects for multinational entities including the EU and UN in diverse environments such as Africa, the Americas and the Middle East.
Tim previously served as an officer in the British Army’s Intelligence Corps with deployments to Afghanistan and subsequently to UK Special Forces.
David Reidy has a background in corporate banking, structuring and delivering working capital finance facilities, including receivables and payables financing, to corporate organisations. He works closely with large enterprises, and their data, to analyse and identify opportunities to optimise Working Capital, by leveraging technology, available resources and supply chain efficiencies.
Nigel Stanley is Partner Enablement Manager at Trintech, the leading global software provider of R2R solutions, and has a wealth of experience helping global organisations undertake financial transformation projects and delivering software solutions that underpin these. He has delivered successful implementation projects with Unilever, Vodafone, Capgemini, AstraZeneca, Heineken and many more.
John Towner is Head of Origination for the pension buy-in, buyout and longevity insurance business at Legal & General in London. He has twenty years of experience in origination, sales and new product development within the investment banking, asset management and insurance industries. Prior to Legal & General, John worked at Redington, Deutsche Bank and Barclays Capital where he helped pension schemes agree and implement their investment, risk management and funding strategies.
Andrew advises a range of UK and international businesses on defined benefit (DB) and defined contribution (DC) pension issues including pension scheme funding, risk reduction exercises, pension benefit design, M&A transactions, and accounting disclosures.Andrew’s extensive experience, clear advice and proactive approach have helped him to become a trusted consultant to a wide range of UK & multi-national businesses. Throughout his career, he has worked at board level with FTSE100 (or equivalent) organisations and major multinationals.
Andrew was appointed EMEA Finance Director at Zuora in August 2015 as part of the EMEA management team to drive strategy and commercial performance. Prior to this he has held senior finance roles in the TMT sector including IDT, EDS and AboveNet, where he has led international finance teams and worked as a strategic business partner to develop and execute business plans. Andrew started his career with Deloitte where he qualified as a Chartered Accountant having graduated from Southampton University with a degree in Business Economics.
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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.