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SUPERHUMAN SKILLS ALL IN A MORNING’S WORK

FD Spring Seminar 2023 – Finance Professionals Assemble

 

Iron your cape. Squeeze on your super suit. It’s time for Cooper Parry’s FD Seminar 23.

We’re bringing together a crack team of Spring Budget blues-busters, armed to the teeth with the tools and knowledge you need to stop any pesky problems in their tracks.

Join your fellow FDs, CFOs and MDs for must-hear tips, masterminded by your supercharged sidekicks here at CP.

Together, we’ll be swooping down on the Budget changes and financial updates that should be in your sights this Spring, including:

 

  • UK ECONOMY OVERVIEW – FROM LEADING UK ECONOMIST. NO NONSENSE, ALL POW, WITH OUR TOUGH-TALKING, OPINIONATED EXPERT.
  • INNOVATIONS & HMRC – NEW SUPERPOWERS AT HMRC HQ. TUNE IN, SO YOU DON’T GET CAUGHT OUT.
  • CORPORATION TAX – SPRING BUDGET DONE. HOW CAN YOU KEEP YOUR SUPERHERO LAIR IN ORDER?
  • WEALTH & CORPORATE FINANCE – MARKET UPDATES, BUYER TRENDS AND PROVEN PRE-DEAL PLANNING ADVICE, BROUGHT TO YOU BY THE INDUSTRY’S BRIGHTEST MINDS. 
  • ACCOUNTING STANDARDS TECHNICAL UPDATE – YOUR ANTI-KRYPTONITE AND AN UNMISSABLE DOSE OF EXPERTISE.

 

You’ll get exclusive bonus tips and content. And you’ll be able to pick our heroes’ brains on the day for any specifics.

So, that leaves us with one question: which venue works for you?

Speakers

Danny Parker - Host 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 18 years now; from the old-fashioned, traditional business we were then, to the rebellious, disruptive firm we are today. Read more about Danny HERE

Mark Berrisford-Smith Head of Economics, HSBC

Having studied Economics at Sussex and London Universities, Mark is now Head of Economics for HSBC’s commercial banking business in the UK.

He is responsible for advising the Bank in the UK and its business customers on developments in the British and global economies. In the past few years, his work has focused on explaining the mechanics and economic consequences of Brexit and the COVID pandemic. He is also actively involved in explaining to HSBC’s customers the economics of the transition to Net Zero. Read more about Mark HERE

 

Chris Knott Partner, Head of CP Innovation, Cooper Parry

Chris uses his engineering background, tax qualification, R&D tax relief experience (22 years) and Made in the Midlands patronage to help companies claim their share of these generous reliefs.

He can speak to the client’s finance team about the positive impact any R&D incentives claims will have on the company’s accounts but he’s equally at home on the shop floor, talking to the engineers, technicians and scientists about what they’re actually doing.

This is why he loves his job, he gets to “look under the bonnet”, sometimes literally! Read more about Chris HERE

Bijesh Morjaria Tax Director, Cooper Parry

Bijesh is a Director in our Business Tax Team and takes great pride in helping businesses, be it privately owned, PE backed or part of an international group, in navigating the wonderfully complex world of tax!

He has had some great experiences in advising a wide range of businesses over the last 20 years and has seen at first-hand how proactive tax advice can add real value to both companies and their shareholders. Read more about Bijesh HERE

Stu Hill Wealth Director, Cooper Parry (Birmingham only)

Stu works alongside the wider Cooper Parry business to help successful people and their families understand and plan their own financial situation as efficiently as possible. This may be pre and post deal planning, ‘Knowing Your Number’ or offering a Second Opinion on planning and advice already in place, ultimately giving peace of mind and ensuring any plan is about you and the people you care about, not just products. Read more about Stu HERE

 

Ewan Rosie Wealth Chief Client Officer, Cooper Parry (East Midlands only)

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 has spent his whole career at Cooper Parry and joined us 15 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 HERE

Andy Parker Partner, Corporate Finance, Cooper Parry

Andy and the team focus on working with entrepreneurs at the critical phases in the development of their business when they are realising the years of blood, sweat and tears they’ve poured into the business or finding a new partner to invest alongside them to energise the next phase of the journey.

Deep market knowledge, strong relationships with private equity and strategic buyers, supported much more than a century of experience in the team adds real value to clients and gets deals done. Read more about Andy HERE

Cat Kelly Head of Retail and Relationship Partner, Cooper Parry

Cat Kelly is Head of Retail and a Partner at Cooper Parry – an accountancy firm born from the Midlands that has now expanded nationwide. Cat joined Cooper Parry in 2004 and has spent the last 16 years working with a particular focus on retail clients. She speaks regularly at industry events, including co-hosting the Halfords IFRS 16 Forum for Retailers, and she sits on the ICAEW’s Retail Advisory Group.

Cat leads the special projects team at Cooper Parry, working alongside management teams on financial reporting projects, reviewing subsidiary audits, looking at royalty and rebate recovery, helping with IFRS transitions and implementing Internal Audit programmes. Read more about Cat HERE

AGENDA


08.30 – 09.30 am Networking and Breakfast
09.30 – 10.00 am UK Economy Overview
10.00 – 10.20 am Economic speaker Q&A
10.20 – 10.40 am Innovations & HMRC updates
10.40 – 11.00 am Corporate Tax updates
11.00 – 11.30am Networking/Q&A with speakers
11.30 – 11.50am Wealth & Corporate Finance updates
11.50 – 12.10 pm Accounting Standards Technical updates
12.10 – 12.30 pm Panel Q&A Led by Danny Parker
12.30 – 1.30 pm Lunch & Networking
1.30 – Event finish

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