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CFO Private Business Forum

Join the exclusive CFO network at London Business School. The next forum will take place on 21 November 2024. Complete the registration of interest form below to check your eligibility.

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About

The CFO Private Business Forum is an exclusive event organized by the Institute of Entrepreneurship and Private Capital (IEPC) at London Business School (LBS) aimed at family business or privately held company CFOs.

The CFO Private Business Forum takes place twice a year and aims to examine the role and performance of the CFO function in family/private businesses. These workshops aim to explore the challenges, priorities, and future prospects inherent in this role through engaging discussions and practical sharing of experiences.

The event will run under the Chatham House Rules, providing a confidential environment for open discussions and knowledge sharing.

The CFO Private Business Forum presents an invaluable opportunity to network with fellow CFOs, gain academic insights, and learn from industry experts.

Explore the role and challenges of CFOs in family businesses at London Business School's exclusive CFO Private Business Forum. Join academic experts and industry leaders for insightful discussions on corporate financing, crisis management, governance, and more. Connect with fellow CFOs in a confidential environment and contribute to the establishment of a family business CFO network.

Tickets

If you are joining one of our events for the first time, then it is free to attend. Any consecutive events will cost £275. London Business School students and alumni receive a 10% discount.




Academic committee

The forum is supported by the following academics.

Who is it for?

Exclusively tailored for Finance Directors and CFOs of family businesses, privately held companies, family firms, or holdings that have a major shareholding in a business of over 25 %. Our primary focus is on CFOs from companies with revenue exceeding £300 million. However, we will also consider niche businesses with smaller revenues based on the unique nature of their operations.

Why join?

The forum promises a unique blend of academic insights and industry expertise. Expect engaging discussions and practical insights into the challenges and opportunities faced by CFOs in today's dynamic financial landscape.

Knowledge Exchange: Benefit from a wealth of knowledge shared by experts and peers, covering the latest trends and challenges faced by CFOs in family businesses.

Expert speakers: Our lineup of speakers includes academic professionals and senior market experts. Gain valuable insights into corporate financing, credit funds, crisis management, risks, governance challenges, inflation, and the evolving banking sector in the context of family businesses.

Exclusive network: Connect with like-minded CFOs, expand your professional circle, and establish valuable connections within the family business community.

Confidential setting: Enjoy the freedom to share and learn in a confidential environment. The forum operates under the Chatham House Rules, fostering open discussions without attribution.

If you're a CFO of a family business or privately held company, join our growing network. Connect with peers, share experiences, and contribute to the ongoing dialogue shaping the future of family businesses.

 

Upcoming Events

We hold the CFO Private Business Forum twice a year. Our next forum takes place on 21 November 2024.

Our next forum will explore the best practices in shareholder management.

Stay tuned for announcements on upcoming CFO Private Business Forum events.

Join the network

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Welcome and Introduction to London Business School

  • Florin Vasvari, Professor of Accounting; Academic Director, Institute of Entrepreneurship and Private Capital, London Business School

Session 1: How to keep family shareholders happy - a finance and governance perspective

  • Henri Servaes, Richard Brealey Professor of Corporate Governance; Professor of Finance, London Business School

Coffee break

Session 2: Legal perspective

  • Marie Bates, Partner, Farrer & Co.
  • Andy Long, Director, Pentland Group

Lunch

Keynote: Shareholder Management

  • Philip Wainwright, CFO, Wates Group

Keynote: How to Keep Shareholders Happy and Informed: Best Practices in Reporting

  • Martino Cadoni, Director, Klarna

Session 3: What Is Required from a CFO to Ensure a Successful Exit

  • Harry Haslem, Director, Head of Portfolio Finance Effectiveness, Portfolio Operations, BC Partners
  • Dylan Minto, CFO, Shawbrook
  • Moderated by Shenal Kakad, Head of Private Markets, Barclays

Coffee Break

Session 4: Shareholder Management Insights

  • Philip Wainwright, CFO, Wates Group
  • Thomas Holzgreve, Maxingvest (Beiersdorf and Tchibo)
  • Susanne Pöttinger, Investment Manager, Pöttinger One World
  • Dr. Peter Zattler, CFO, Giesecke+Devrient GmbH

Summary of key learnings and closing remarks

  • Aytekin Ertan, Associate Professor of Accounting, London Business School

Networking drinks and canapés

Event close

Download agenda

See past event

Speakers

Past events

Explore the diverse topics covered and the expert speakers featured in previous forums.

 

About the organiser

The IEPC supports the development of entrepreneurs and the entrepreneurial ideas that drive impact, create wealth and advance well-being. The IEPC also conducts research underpinning today’s private capital markets including venture capital, private equity, growth, buyouts, and the broader private capital ecosystem.

A central ambition of the IEPC is to grow our family enterprise linked research, teaching, and events programmes. For us family enterprise covers the full family ownership spectrum, bringing together business owning families with those managing their own single-family offices. We believe the IEPC’s twin strengths of business entrepreneurship and private capital management are central to understanding family enterprise now and into the future.

If this event is of interest check out the Family Office Conference or related events. See more

Family Enterprise Offerings at LBS

Successful family enterprises play an integral role within the entrepreneurial and funding ecosystems.

 

Learn more

Getting here





Address:

London Business School
Regent's Park
London
NW1 4SA

Download our campus map (PDF, 3MB)

 

 

Contact us

To find out more about Entrepreneurship and Private Capital at LBS, please email us at the address below.

Institute of Entrepreneurship and Private Capital

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