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.



Steven Rowan



Olivia Kelly


John Aldred


Arif Kamal


Keith Tracey

Aon Professional Services

Deborah Stump

Oxera Consulting

Naomi Moss

Trowers & Hamlins

David Weaver


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

No event found!

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?


“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.”

James Entwisle
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.”

Jon Randall
Partner, BDO


  • 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