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Finance & Operations Group

The Forum’s Finance and Operations Group provides a formal network of the sectors’ most respected leaders who manage and advise their own, and clients’ financial and operational matters.

Preparing your firm for tomorrow, today requires unprecedented levels of vision, strategic planning, security, well informed decisions, and investment, combined with exemplary leadership.  Along with embracing and leading change, this group seeks to share best practice and experience to help informed decisions when examining the key issues around risk, governance, technology and trust. 

Quarterly roundtables for up to 20 members help members share challenges and solutions.

Additional Management team events bringing together members of all Forum Groups.

Clarify how members can best contribute to the challenges and opportunities facing their firms.

Explore ways to develop a relationship of mutual respect and trust with the firmwide leader and other C-Suite members.

Dedicated to the issues that make a real difference - other networks focus on technical capability.

An inclusive forum - other networks exclude those without an accountancy qualification.

A private hub free for any senior finance or operations expert at any organisation worldwide – more…

 

Events

Re-tuning your firm

Friday 10 July 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Hear from the experts

Wednesday 15 July 2020

20 to 25 minute webinar at 5pm UK time, with a single speaker addressing a single topic such as resilience, communications, scenario planning, client engagement, team morale, technology adoption, Government support, cyber crime and financial liquidity in greater depth.

Re-tuning your firm

Friday 17 July 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Member-only roundtable

Tuesday 21 July 2020

The new agenda is a short poll, followed by several seven to ten-minute presentations from members and experts, mixing topic expertise and shared experiences, and finishing with 20 to 25 minutes of actively chaired group discussion.

These one-hour in length member-only roundtables are for specific C-Suite experts, with only firmwide leaders approved to join multiple groups.

Re-tuning your firm

Friday 24 July 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Hear from the experts

Wednesday 29 July 2020

20 to 25 minute webinar at 5pm UK time, with a single speaker addressing a single topic such as resilience, communications, scenario planning, client engagement, team morale, technology adoption, Government support, cyber crime and financial liquidity in greater depth.

Re-tuning your firm

Friday 31 July 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 07 August 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 14 August 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 21 August 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Member-only roundtable

Tuesday 25 August 2020

The new agenda is a short poll, followed by several seven to ten-minute presentations from members and experts, mixing topic expertise and shared experiences, and finishing with 20 to 25 minutes of actively chaired group discussion.

These one-hour in length member-only roundtables are for specific C-Suite experts, with only firmwide leaders approved to join multiple groups.

Re-tuning your firm

Friday 28 August 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 04 September 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 11 September 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 18 September 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 25 September 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Member-only roundtable

Tuesday 29 September 2020

The new agenda is a short poll, followed by several seven to ten-minute presentations from members and experts, mixing topic expertise and shared experiences, and finishing with 20 to 25 minutes of actively chaired group discussion.

These one-hour in length member-only roundtables are for specific C-Suite experts, with only firmwide leaders approved to join multiple groups.

Re-tuning your firm

Friday 02 October 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 09 October 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 16 October 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 23 October 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Re-tuning your firm

Friday 30 October 2020

These free weekly video webinars are designed for firmwide leaders and C-Suite members at professional firms worldwide. Over 700 have registered to date.

The agenda is 1) hear how the leaders of a large, medium and small firm are approaching the management, business & personal challenges; 2) Hear from experts; 3) update from Government; 4) Panel session based on questions from the audience.

Technology Summit

Monday 09 November 2020

More information available soon ...

Leadership Summit

Monday 25 January 2021

More information available soon ...