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Privately owned businesses are facing more change than ever. From new accounting rules and rapid advances in AI to increasingly complex sustainability and reporting expectations.
To help you stay ahead (and pick up CPD points while you’re at it), Cooper Parry is hosting Privately Owned. Future Ready – an intimate gathering of CFOs, FDs and senior leaders from Privately Owned businesses, packed with technical updates and honest, collaborative conversation over a delicious breakfast.
Join us on Thursday 19 March, 9:30 – 11:30am at our brand-new Shoreditch superhub, as we tuck into:
- An Accounting Standards update from Cat Kelly, Head of Retail & Partner at Cooper Parry
- AI for Privately Owned Finance Leaders with Mark Lockton, Founder & CEO at embracent, Partner at CP Digital
- Sustainability and SECR (Streamlined Energy & Carbon Reporting) for Privately Owned Businesses with Laura Bevan, Assurance Director at Cooper Parry
- And much more
Find out more about our speakers below. Then, register your interest to join your peers for a morning of practical insights and meaningful connections.
Cat Kelly
Head of Retail & Partner at Cooper Parry
Cat Kelly is a trusted expert in accounting standards and financial reporting. She works closely with leadership teams to help them navigate complex accounting changes, translating technical requirements into clear, practical insight that supports confident decisionmaking.
With extensive experience across UK GAAP, IFRS transitions and statutory reporting, Cat regularly speaks at events and leads specialist forums, bringing clarity and energy to topics that are often seen as daunting.
Mark Lockton
Founder & CEO at embracent, Partner at CP Digital
Mark is the Founder & CEO of embracent, a technology strategy and digital transformation consultancy that helps midmarket businesses unlock real value from AI and emerging technology. With a career spanning Big 4 consulting and multiple global CIO roles, Mark brings deep, handson experience of leading largescale technology change in complex organisations.
Mark specialises in cutting through hype and jargon to help leadership teams understand where AI and technology can genuinely improve performance, efficiency and decision-making.
Laura Bevan
Assurance Director, Cooper Parry
Laura specialises in nonfinancial assurance, sustainability reporting and regulatory disclosures. She advises businesses on everything from emissions data and SECR reporting to broader assurance matters, helping leadership teams build confidence in their data, systems and external reporting.
With a background in statutory audit and sustainability leadership, Laura brings a practical, proportionate approach to reporting and compliance. She works with privately owned businesses to make sustainability and SECR requirements clear, manageable and genuinely useful.
AGENDA
9.30am
Arrival, Drinks, Breakfast & Networking
10.15am
Welcome
10.20am
Speaker Session
10.35am
Speaker Session
10.50am
Speaker Session
11.05am
Q&As and More Networking
11.30am
Finish