As the demands on finance leaders continue to grow, CFOs are playing a central role in shaping business strategy, driving transformation and navigating an increasingly complex regulatory landscape. Alongside their traditional responsibilities, they are expected to balance growth, profitability, risk and regulatory requirements while providing the insight needed to support confident decision-making and long-term value creation.
This invitation-only dinner brings together CFOs and senior finance leaders from across banking, insurance, asset management and the wider financial services sector for an evening of peer-led discussion and networking. In a confidential and collaborative setting, attendees will exchange perspectives on the opportunities and challenges defining today’s CFO agenda.
Hosted in partnership with CCH Tagetik, the discussion will explore how leading finance organisations are leveraging technology, data and integrated planning to enhance decision-making, improve organisational agility and strengthen business performance in an increasingly dynamic environment.
Join fellow finance leaders for an open exchange of insights, experiences and best practices while building valuable connections with peers facing similar strategic priorities.
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Simon Drinkall is a strategic enterprise sales leader with extensive experience helping financial services organisations drive transformation through technology, performance management, and business strategy. Currently serving as a Strategic Account Director within Wolters Kluwer’s Financial Services business, Simon works closely with major organisations to align innovative solutions with business objectives and deliver measurable outcomes. Known for his relationship-focused approach and deep understanding of the finance and regulatory landscape, he brings a wealth of expertise in guiding customers through complex change initiatives and unlocking long-term business value. |
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Julie McGregor is a Major/Strategic Accounts Director with extensive experience helping enterprise banking and insurance customers achieve business outcomes through strategic partnerships and digital transformation. She works closely with senior business leaders to align technology investments with organizational goals, driving growth, innovation, and long-term value. Julie is passionate about building trusted relationships and helping customers navigate change in an increasingly digital world. She previously worked for Six Telekurs, Broadridge Financial Solutions and Duco Technology. |
| Wednesday 7th October 2026 | |
| 18:00 - 18:30 | Welcome & Drinks Reception |
| 18:30 - 19:00 | Introductions |
| 19:00- 19:30 | Presentation |
| 19:30 - 21:00 | Roundtable discussion over dinner |
| 21:00 - 21:30 | Closing remarks over coffee & drinks |
