SPRING FD SEMINARS FINANCE FINE-TUNED

Thursday 21 March
Birmingham
8.30am- 1:30pm


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SPRING FD SEMINAR: EAST MIDLANDS FINANCE FINE-TUNED

As we fly through the first lap of 2024, it’s time to buckle up for the chicanes on the road ahead.

We know there’ll be a general election. We don’t yet know when. One thing’s for certain, the Chancellor will be announcing his Spring Budget in March, and it could introduce some big changes.

As always, Cooper Parry’s annual FD Seminars will follow in hot pursuit, with a podium-topping team of industry leaders ready to share their insights and pothole-proof your business.

We’ll be covering all the most important topics and technical updates from the Budget and beyond, including:

· Tax Planning – What impact would a new government have?

· Spring Budget Updates – Business and personal

· Economic Overview – UK & US election year insights

· Inflation Rates & Investments – What does it mean for financial planning?

· Building Long Term Value – What makes investors want to buy?

· OMBs & Mid-Market Finance Teams – What support is out there?

Join us to connect with, chat to and learn from your finance peers. Then, leave any lingering doubts in the dust, with your foot firmly on the pedal.

DANNY PARKER

RELATIONSHIP PARTNER, COOPER PARRY

Danny is a Relationship Partner, working closely with a number of our clients and helping to lead our fast-growing Audit team. He will also be your host for this event. 

He has been with CP for over 18 years now; from the old-fashioned, traditional business we were then, to the rebellious, disruptive firm we are today.

Read more about Danny

EWAN ROSIE

CHIEF CLIENT OFFICER

Ewan heads up our team of Relationship Managers and is responsible for the growth of our Wealth team and keeping our fantastic clients happy. Ewan also chairs our investment committee. Ewan has spent his whole career at Cooper Parry and joined us 16 years ago. In that time, Ewan has helped many entrepreneurs, business owners and senior executives transition from busy, successful careers to a fulfilled life post work. Whatever that may look like!

Read more about Ewan

TOM SUMMERS

CORPORATE FINANCE PARTNER, CP DEALS, COOPER PARRY

Tom advises mid-market entrepreneurs, helping them to realise the value they’ve created through selling their business or securing investment.

With particular experience in the Healthcare, Business Services and Industrial sectors, Tom has an impressive track record of successful deals, and he has worked with stakeholders and investors around the world.

Read more about Tom

ADELE RAIMENT

TAX DIRECTOR, COOPER PARRY

Once described as “The Batman of the Tax World”, Adele is a superpowered Tax Director at CP. She works with business owners, understanding their purpose, what they want to achieve in their professional and family lives, and finding the best solution to make it all happen. 

Adele loves simplifying often daunting and technically complex transactions, so she can deliver advice that changes people’s lives for the better – financially and emotionally.

Read more about Adele

ANOOP REHAL

PARTNER, BUSINESS SERVICES & OUTSOURCING, COOPER PARRY

Anoop has been working with ambitious owner managers and entrepreneurs for over 10 years, providing financial advisory and compliance.

He specialises in assisting clients with the implementation of systems and transforming finance teams and processes, with particular experience in the Tech, InsureTech and Professional Services sectors.

Read more about Anoop

MARK BERRISFORD-SMITH

INDEPENDENT ECONOMIST, FORMERLY OF HSBC

For 34 years, Mark was a leading figure for HSBC’s commercial banking business in the UK, advising HSBC and its clients, mostly in the SME and MME segments, on developments in the British and global economies. This year, he moved into an independent consulting role and continues to share his field-leading knowledge and impeccable public speaking skills nationwide.

Read more about Mark 

Agenda


08.30am – 09.30am

Arrival, Drinks & Networking


09.30am – 09.40am

Welcome


09.40am – 09.55am

Inflation Rates, Investments – What does it mean for financial planning


09.55am – 10.10am

Building Long Term Value – What makes investors want to buy?


10.10am – 10.25am

OMBs & Mid-Market Finance Teams – what support is out there?


10.25am – 10.55am

Cuppa Break


10.55am – 11.25am

Spring Budget updates & Tax planning – What impact would a new government have?


11.25am – 12.05pm

Economic Overview – UK & US election year insights


12.05pm – 12.25pm

Q&A


12.25pm – 13.30pm

Lunch & Networking


13.30pm

Finish