Finance & Operations Group
A formal network of leaders who are financial & operational experts
The Finance & Operations Group supports firms to navigate key issues around risk, governance, and technology. Share business insights, best practices, and experiences with peers to ensure your business has the best strategy for a successful future.
Committee
Chair
Steven Rowan
Mountain Ash Advisory
Director
Olivia Kelly
Ambition
John Aldred
Barclays
Edward Gordon-Hall
Druces
Arif Kamal
Hunters
Naomi Moss
Trowers & Hamlins
Deborah Stump
Oxera Consulting
Keith Tracey
Aon Professional Services
David Weaver
NatWest
Benefits of joining Finance & Operations Group
Exploring ways to develop a relationship of mutual respect and trust with the firmwide leader and other C-Suite members
Clarification on how members can best contribute to the challenges and opportunities facing their firms, leading to better decision-making and performance
Five-weekly rountables
(For up to 20 members)
providing opportunities to share challenges and solutions
Additional management team events that bring together members of all forum groups, expanding networking opportunities and fostering collaboration.
A focus on the issues that make a real difference, providing insights on strategic and operational matters beyond technical capability
Inclusive senior forum that welcomes members without an accountancy qualification, fostering diversity and a broader range of perspectives.
Upcoming events
Previous events and reports
Non-financial KPIs
How finance should be engaged in buying
Making strategic decisions under uncertainty
Effective implementation of hybrid working
Assessing the impact of lockdown
Underperforming and misbehaving partners
Sustainable performance – Acting on advice from a NED
The role and contribution of finance and operations expertise to the future direction and strategy of sector firms
Leadership in a hybrid world
New and emerging risks, building resilience and crisis management
Making strategic decisions under uncertainty
Planning an optimal property strategy for a post lockdown world
What does an ethics-based governance framework look like for AI?
Reputation Management
Property and other implications of sustaining your firm’s culture in a post lockdown world
The return of the expense side of the P&L
Salary differentials in a hybrid world
ProfessionaI Indemnity insurance – Market update
Performance management and partner remuneration
How do firms balance cost control with the need to invest to support growth?
Getting unstuck – reflections on a strategic and leadership pathway though the pandemic
Optimising your management practices
Managing in a hybrid world
The end of normal for the professions?
Testimonials
“There is simply no substitute for the opportunity to share and learn from the experience of peers from across the professional services industry. The Forum enables this, whilst providing a steady stream of ideas and challenge in our rapidly changing world.”
Managing Partner, Hymans Robertson
“The Forum Peer Groups are a rare opportunity to share on an informal but confidential basis ideas and experiences with fellow professionals facing similar challenges.”
Partner, BDO
Eligibility
- Chief Financial Officers
- COOs
- Those with equivalent job titles to CFO (for example Finance Director)
- Firmwide leaders
- Client-facing leaders & office heads
- Approved members of other Groups