
SPRING FD SEMINARS FINANCE FINE-TUNED
Thursday 14th March
Sky View, Castle Donington
8.30am- 1:30pm
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.


14TH MARCH EAST MIDLANDS

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.

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!

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.

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.

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.

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.
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