Name: Financial wellbeing for fintechs, founders and employees
Start: 2023-09-14T11:00:00Z
End: 2023-09-14T11:00:53.000Z
Location: BrightTALK
Rating: 0

Innovate Finance, the independent membership based industry organisation that aims to advance the UK’s standing as a global leader in FinTech and BrightTALK have teamed up to bring the latest debates, trends and thought leadership in financial technology.

We are delighted to host this upcoming webinar in partnership with Innovate Finance for
fintechs and fast growth businesses covering key issues around business exit.
The panel of speakers will explore interesting approaches and tax strategies around exit,
including financial planning considerations for business owners, and the types of wealth
management strategies that are commonly used by founders once they have sold their
business. There will be an opportunity to submit questions to the expert panel.
What will be covered:
 
• Pre-transaction planning and exit – including method and timing, implementation of
share schemes, demergers, and business asset disposal relief qualifications.
• Maximising tax efficiency
• Consideration of future income requirements to secure ideal lifestyle preferences and
consideration of gifts to family members pre-sale and cashflow planning to help
determine the level of any gifts
• Investment post-exit

Speakers
Laura Hayward - Partner – Private Client Tax Services at Evelyn Partners LLP
Dominic Lacey – Partner – Financial Planning at Evelyn Partners Financial Planning Ltd
Andrew Lewin – Director – Investment Management at Evelyn Partners Investment
Management Services Limited

What are my business exit options?

As part of the Innovate Finance Pride in FinTech initiative, we are delighted to invite you to "Proud in FinTech," where leading voices from the FinTech industry and the LGBTQIA+ community will come together to discuss the importance of inclusivity -  highlighting personal stories, sharing actionable recommendations, and showcasing successful initiatives that promote a more inclusive and supportive environment within the FinTech sector and beyond. 
Key Topics:
Current State of Inclusivity in FinTech: Insights into the progress made in supporting LGBTQIA+ individuals within the industry.
Personal Stories: Hear from industry professionals about their experiences being part of the LGBTQIA+ community in both personal and professional spheres.
Actionable Recommendations: Strategies that companies can adopt to create a safer and more inclusive workplace and customer experience.
Company Initiatives and Impact: Learn about the inclusivity programs from leading FinTech companies and their positive impact on employees and customers.
Panellists:
Lucas Germanos, VP, Communications, Zopa Bank
Kim Nguyen, VP, People, Alloy
Jeremy Goro, Head of FS Strategy & Partnerships, UK
Moderator: Roberto Napolitano, CMO, Innovate Finance
This webinar is a must-attend for anyone interested in promoting diversity and inclusion within the FinTech industry. Whether you are a FinTech professional, an HR leader, or simply an ally of the LGBTQIA+ community, you will gain valuable insights and practical strategies to help make your organisation a more inclusive and supportive space.

Proud in FinTech: Webinar

The Consumer Duty has transformed the landscape of the financial services industry, demanding a paradigm shift as firms work towards the higher standard of conduct required for their retail customers. While significant strides have been made, the journey continues. Join KPMG's Consumer Duty experts for an insightful session exploring the evolving regulatory expectations and navigating the path to achieving good customer outcomes.

This thought-provoking discussion will delve into:
Introduction to the Duty and regulatory expectations (4 outcomes and cross cutting rules)
Progress and where firms are expected to be at by July 2024 (including the Board assessment, evidential framework, open and closed book reviews and culture)
Continued areas of focus beyond July 2024 (leveraging data and technology to embed the Duty)
 
The session will be 1 hour and there will be an opportunity for Q&A. Following the session, attendees will have a deeper understanding of the regulators expectation in regards to embedding the Duty into their respective business.

The New Consumer Duty: July 2024 and Beyond

To mark the launch of the FinTech Investment Landscape H1 2024 , Innovate Finance is delighted to invite you to the Insights and Trends Panel and Q&A on July 17th at 3.00pm.

During the session, we will be discussing the results from our latest FinTech Investment Landscape report in the first half of 2023, challenges, opportunities, investment trends and what to expect in the second half of 2024.

Join Innovate Finance’s webinar and take part in the Q&A.

Panel
- James Deal, Co-founder, Primary Bid
- Steve Lemon, Partner, Volution
- Simi Shah, Director Innovation and Growth, City of London Corp
- Adam Jackson, Chief Strategy Officer, Innovate Finance
- Mike Carter, Senior Policy Adviser, Innovate Finance (co-moderator)
- Veronica Glab, Head of Engagement, Innovate Finance (co-moderator)

The session is moderated by Innovate Finance.

Capital Investment in UK FinTech in H1 2024: Insights and Trends

We’re delighted to invite you to our webinar "Harnessing the Power of an International Workforce" on Thursday 11 July at 11:30am - 12:15pm, presented by KPMG and Owen Dobson, Director of Compensation & Benefits at GSR International.

Remote work is not only here to stay, it’s fundamental to how many organisations operate. A robust, international remote working strategy creates huge possibilities for business – such as increasing access to talent, employee engagement, and supporting organisational expansion to name but a few.

In our webinar KPMG and Owen will explore key considerations for Fintech and Crypto organisations around international remote work, including how to reap its rewards and manage risks including employment structuring, immigration, payroll, and tax risk.

Details regarding CPD credits will be provided during the webinar.

Harnessing the Power of an International Workforce

LexisNexis Risk Solutions "True Cost of Compliance" series is dedicated to measuring and tracking how the UK financial services sector responds to the increasingly complex nature of financial crime regulation. In collaboration with the renowned research agency Oxford Economics, the study provides an in-depth view of how senior decision makers from some of the UK's biggest institutions are currently addressing the challenges of rising costs and increased complexity. The study, now in its 3rd edition, has become an essential guide for those responsible for ensuring their organisations are optimising their financial crime compliance strategy investments. The report critically examines whether the sector is making the right efforts or choices in areas such as the investment in people and/or technology as it seeks to mitigate the ever-rising costs of remaining complaint. 
Our CEO, Janine Hirt, and Head of Regulatory Affairs, Paul Worthington, will be joined by LexisNexis Risk Solutions’ Director of Market Planning, Dhaval Patel, to present key insights from the report which is due to be released on 1st July. They will discuss the latest trends, strategies, and technologies in financial crime compliance, offering a detailed preview of what to expect from the full report. 
Key Takeaways: 
Understand the financial magnitude of compliance efforts in the UK financial sector. 
Gain exclusive insights into the allocation of resources across various compliance activities. 
Evaluate whether current strategies are effective and sufficient. 
Don't miss this opportunity to gain a deeper understanding of the financial and operational impacts of compliance within the UK financial services sector. Register now to secure your spot!

Unveiling the True Cost of Financial Crime Compliance in the UK

Are you a growth-stage FinTech looking to secure funding for the next stage of your growth in this challenging, ultra-competitive environment?

While the days of deep-pocketed investors jostling for the next opportunity are clearly over, there is still funding available for FinTechs. It’s just that now it’s reserved for the most commercially viable businesses that can not only demonstrate a clear path to profitability but that also have the best-articulated visions and plans.

In this webinar, a panel of experts from Evelyn Partners will share their insights into what investors are looking for and what they expect from you so you have the best shot at securing the funding you need.

Attending this session will provide the opportunity to:
- Discover the FinTech fundraising trends in 2023 and lookahead for 2024
- Discuss the fundraising climate and current appetite from investors
- Get practical guidance on the steps you can take and the pitfalls to avoid when fundraising
- New financing models – learn about the new products on the market to finance your business
- Hear how to optimise your chances of successful fundraising
- Learn how our dedicated team with a strong track record of supporting fintechs through successful rounds of fundraising can help you succeed
- Ask questions of the experienced panel

Panel

Ben Laing – Director, Corporate Finance – Evelyn Partners

Claire Burden – Partner, Advisory Consulting – Evelyn Partners

Pranav Nadkarni – Director, Advisory Consulting – Evelyn Partners

Fundraising in a Challenging & Competitive Environment

Join Deloitte’s EMEA Centre for Regulatory Strategy (ECRS) on Thursday 8th February 2024 at 09:00 AM to explore the major EU and UK regulatory and supervisory themes that will affect FinTech firms in the year ahead.

The Deloitte ECRS team will present its 2024 Financial Markets Regulatory Outlook report, highlighting the key themes for 2024 including Digital Assets, Retail Payments, Artificial Intelligence, the Consumer Duty, Sustainable Finance, Operational Resilience, and Financial Crime.

Confirmed speakers:

Valeria Gallo, Senior Manager, Deloitte EMEA Centre for Regulatory Strategy
Ben Thornhill, Manager, Deloitte EMEA Centre for Regulatory Strategy

Deloitte FinTech Regulatory Outlook 2024

Evelyn Partners are delighted to host this upcoming webinar in partnership with Innovate Finance for fintechs and fast growth businesses covering key issues around business exit. 

The panel of speakers will be exploring approaches and tax strategies around exit, including common pitfalls and things to look out for. There will be an opportunity to submit questions to the expert panel. 

Join this session to hear about: 
- Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications
- Maximising tax efficiency - Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any gifts
- Investment post-exit

Speakers:
Laura Hayward - Partner – Private Client Tax Services at Evelyn Partners LLP
Dominic Lacey – Partner – Financial Planning at Evelyn Partners Financial Planning Ltd
Andrew Lewin – Director – Investment Management at Evelyn Partners Investment Management Services Limited

A panel event hosted by Evelyn Partners focussing on the practical issues and opportunities
for UK companies looking to expand and grow internationally.

Attending this webinar will provide clarity on:
- Planning for a successful US/international expansion from day 1 – where do companies
go wrong and how can these pitfalls be avoided?
- What do founders & senior people need to consider when moving to the
US/internationally?
- How to avoid unwanted tax costs/implications from international expansion and
movement of your people
- Getting your transfer pricing right to ensure compliance and tax optimisation for the
group
- What businesses need to think about to ensure a tax efficient exit

There will be opportunity to question the panel.

Panel:
Tom Kellaway – Director, Business Tax
Tom joined Evelyn Partners in 2021 after more than 10 years working in the Big Four. He
has extensive experience in advising corporate clients, from start-ups to large multinationals
across a variety of sectors, on employment tax, reward and global mobility related matters.

Michael Beard – Associate Director, Business Tax
Michael has worked with a wide variety of businesses, ranging from fast growth fintech
companies through to well established, global groups. He has assisted on a wide variety of
international projects, and is well connected within CLA Global, in order to draw upon a
global tax network. Michael’s primary focus is transfer pricing, but he also has experience in
complex cross border structuring and transactions, financing, and intangibles. He also spent
three months on secondment with a large UK challenger bank, and therefore has an insight
into the challenges faced by fast-growth enterprises.

International Expansion Masterclass

Focusing on the indirect tax impact of disruptive technologies & regulatory change affecting how insurance is priced, distributed and administered.

InsurTech: Going Digital presented by Deloitte

Looking into key VAT topics for WealthTechs, including: freemium models, model portfolios, third party partnerships, VAT recovery on costs and the impact of incoming change from HMRC.

WealthTech: Disrupting Investment Management presented by Deloitte

Deloitte Webinar Tech Check

A panel event hosted by Evelyn Partners to discuss the challenging fundraising environment
and what can fintech businesses do to ride out a potential recession linking into any
pertinent announcements from the budget that will be affecting fintech businesses.

The fintech sector has been one of the UK’s most dominant sectors for funding.  However,
2022 was a challenging year for fintech, similar to many other industries – the rise in inflation
and interest rates has dampened tech valuations globally and brought about a growing focus
on profitability and a sustainable business model. Added to this, with the upcoming Budget
on the 15 March there is uncertainty of what this will bring to the fintech sector, in particular
the large changes to the R&D scheme – a vital lifeline for many fintech companies.
Investors will continue to focus on profitability and will be keen to back businesses that can
demonstrate a clear ‘road to profitability’. 

With fundraising expected to continue to be challenging, we expect some form of M&A consolidation in the sector. Fintechs will need to continue focusing on cutting down on discretionary spend and would need to have a razor focus on products and services that can generate positive unit economics.
In this session, we will discuss the key fundraising challenges for fintechs, key takeaways
from the 2023 budget and what can fintech businesses do to ride out a potential recession.

Attending this session will provide the opportunity to:
- Discover the fintech fundraising trends in 2022 and lookahead for 2023
- Hear the key takeaways from the Spring Budget
- Identify M&A opportunities
- Prepare for the future – the panel will provide tips on how to recession proof your
business
- Ask questions of the experienced panel

Panel:
Kanika Mishra – Associate Director, Evelyn Partners

Claire Burden – Partner, Advisory Consulting – Evelyn Partners

Pranav Nadkarni – Director, Advisory Consulting – Evelyn Partners

The Budget & Challenging Fundraising Environment

Exploring how Fintech banking models have disrupted this sector and the complexities this has caused for VAT - with useful insight relevant for new and growing as well as established operators in this space.

Banking: The Changing Landscape presented by Deloitte

On 7 February 2023, the Bank jointly published a Consultation Paper with HM Treasury on the digital pound, a UK central bank digital currency (CBDC).

The digital pound would be a new form of digital money issued by the Bank, for use by households and businesses for their everyday payments needs. The consultation paper notes that the digital pound is likely to be needed in the future, but does not yet make a decision on whether to build one.

The digital pound would be a new form of digital money issued by the Bank, for use by households and businesses for their everyday payments needs. The consultation paper notes that the digital pound is likely to be needed in the future, but does not yet make a decision on whether to build one.

This webinar, jointly hosted by Innovate Finance and UK Finance, will cover the UK’s proposed model for the digital pound outlined in its consultation paper. We will hear directly from speakers at the Bank of England, with a chance for Q&A.

The digital pound: consultation on a UK central bank digital currency

Highlighting and discussing the issues of applying a 50 year old tax to a rapidly emerging and evolving digital asset market.

Digital Assets: Beyond Bitcoin presented by Deloitte

A panel event hosted by Evelyn Partners focussing on the importance of financial wellbeing.

The number one cause of stress is money and this is impacting people’s happiness and focus in
the workplace. So what are businesses doing to tackle this? Join us to hear why many fintechs
are prioritising employee financial wellbeing and are now reaping the rewards.

Attending this webinar will provide the opportunity to hear:
- Why you should care about your employees financial wellbeing
- Exploring the link between financial wellbeing and mental wellbeing
- How can poor financial wellbeing impact performance, culture and costs?
- The business case for supporting employee financial wellbeing
- Key considerations when choosing a financial wellbeing solution
- Moneyhealth case study
- Top financial wellbeing tips for founders and employees

Financial wellbeing for fintechs, founders and employees

working capital

personal money management

financial wellbeing

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful venture capital insights from influential investment experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge and understand market trends and investment opportunities.

Venture Capital

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Financial wellbeing for fintechs, founders and employees

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