Finance Leaders Lunch: Driving Digital Transformation in the South West
About this Event
This exclusive lunch will focus on the opportunities, challenges, and practical realities of digital transformation.
Our collaborative event brings together senior leaders to share experiences, explore emerging trends, and discuss how finance can play a central role in driving organisational change. Through expert presentations, a customer case study, and peer networking, attendees will gain actionable insights into technology, data, leadership, and transformation.
Whether you are reviewing systems, improving processes, enhancing reporting capabilities, or planning for future growth, this event offers a valuable opportunity to connect with peers facing similar challenges.
Agenda
11:30am
Arrival, coffee and networking
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Fireside Chat with The CFO Centre: A Successful Finance System Project, From System Selection to Project Close
12:00pm – 12:30pm
Finance system projects can have a significant impact across an organisation. In this interactive discussion, The CFO Centre will share practical advice on navigating the journey from selecting the right solution through to successful implementation and project completion.
Topics will include stakeholder engagement, business case creation, implementation challenges, change management, and measuring success.
About The CFO Centre
The CFO Centre is the world's largest provider of fractional CFO services, helping ambitious organisations scale faster, increase profitability, and achieve long-term growth by providing access to experienced finance leaders on a flexible basis. The organisation supports businesses by combining senior financial expertise with strategic guidance and access to a global network of over 750 CFOs.
Speaker: Rachel Stimson, FD/CFO
Rachel believes business success starts with people. She enjoys helping business owners achieve their goals and aspirations, navigate challenges, and create environments where both organisations and individuals can thrive. Rachel has worked with businesses ranging from micro-enterprises to global blue-chip organisations across a variety of sectors.
Speaker: Marianne Green, FD/CFO
Marianne is an experienced international Finance and Operations Director with more than 15 years of cross-sector experience. She works closely with leadership teams to understand their objectives and turn plans into reality, helping organisations use financial insight to drive informed decision making and sustainable growth.
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Customer Spotlight: We The Curious
12:30pm – 1:00pm
Hear first-hand how a leading South West organisation is embracing digital transformation and modernising finance operations to support its wider organisational goals.
About We The Curious
We The Curious is a science and arts centre in Bristol dedicated to inspiring curiosity and helping people explore and understand the world around them. Through interactive experiences, learning programmes and community engagement, the organisation connects people with ideas, creativity, and innovation.
Speaker: Pip Ross, Finance Director
Pip Ross is Finance Director at We The Curious and has played a key role in supporting the organisation's financial strategy and operational development. Pip will share insights from We The Curious' digital transformation journey, including lessons learned, challenges overcome, and the impact of modernising finance processes.
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Networking Lunch
1:00pm – 1:45pm
An opportunity to connect with fellow finance leaders, exchange ideas, and continue the discussion in an informal setting.
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Bringing Digital, Data and Technology Together to Drive Revenue and Engagement
1:45pm – 2:15pm
About Adapta
Adapta Consulting is an independent consultancy helping charities, membership organisations and not-for-profits make better use of technology. Since 2012, Adapta has supported more than 300 organisations with technology strategy, business process improvement, and finance systems selection.
Speaker: Keith Collins, Principal Consultant
Keith Collins specialises in helping organisations identify, evaluate and select technology solutions, with expertise in finance, CRM, and business systems. With more than 30 years' experience across the non-profit sector, he has supported organisations including Christian Aid, ShelterBox, Scope and Islamic Relief UK, helping them make informed technology decisions that deliver lasting value.
Agenda
🕑: 11:30 AM - 12:00 PM
Arrival & Coffee
🕑: 12:00 PM - 12:30 PM
CFO Centre Speaking Session
🕑: 12:30 PM - 01:00 PM
Customer Spotlight: We The Curious
🕑: 01:00 PM - 01:45 PM
Lunch
🕑: 01:45 PM - 02:15 PM
Adapta Speaking Session
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00
