Speakers

Jon Cox
investor relations
BT

Jon has been with BT since 1987 and recently joined BT’s investor relations team eighteen months ago. He is a member of the core team responsible for the production of BT’s annual report. Prior to joining IR, he worked in BT Group strategy for several years and before that, held various roles in market/competitor analysis, technology strategy and optical systems research.

James Crawshaw
advisor
CFA Society

James is a CFA charterholder and an advisor to the CFA Society of the UK on financial reporting and analysis. The CFA Society of the UK serves the society’s best interests through the provision of education and training, the promotion of high professional and ethical standards and by informing policy-makers and the public about the investment profession. Over fifteen years' experience as an analyst covering technology and telecom companies for investment banks and industry research firms. James has a background as an equity analyst working for several investment banks and has also worked on the buyside as an analyst and portfolio manager.

Frank Curtiss
head of corporate governance
RPMI Railpen Investments

Frank joined RPMI Railpen Investments in 1990, and has been responsible for corporate governance since 1997. He started his career with Williams & Glyn’s Bank in 1982 on graduating from University College London in English. He belongs to the Chartered Institute of Management Accountants (CIMA) and the Institute of Chartered Secretaries and Administrators (ICSA). He joined ICSA Council in May 2010, was UK Vice President and Treasurer for 2011/15 and is UK President for 2015/16. He has also served on the judging panel of the annual ICSA Hermes Transparency in Governance Awards from their inception in 2009.

Tracy Gordon
corporate governance director
Deloitte

Tracy is one of the leaders of the Deloitte UK Centre for Corporate Governance and she specialises in corporate governance matters. Tracy leads the governance activities across a range of stakeholder communities. She regularly presents to clients on the latest governance and corporate reporting developments. She is also a regular presenter at the Deloitte Academy and as part of our Next Generation CFO Programme. She undertakes benchmarking exercises for many companies keen to meet current standards for best practice and bespoke training for board members new to the UK governance framework or needing a refresher on the requirements.

Caroline McCarthy-Stout
head of reporting: responsible business
Lloyds Banking

Caroline joined Lloyds Banking Group three years ago as the head of strategy & reporting, responsible business having previously worked for a major international retailer. Since joining the Group she has helped to shape a new strategy & vision for responsible business reporting including the launch of the Group’s ‘Helping Britain Prosper Plan’. She has a broad knowledge of economic, environmental and social concerns developed through a number of years of working within responsible business/corporate responsibility, communications, public and government affairs.

Steve Nightingale
director of investor relations
Britvic

Steve is director of investor relations at Britvic, having been with the business for over 13 years. Having qualified as an accountant in 1998 his career has seen him hold finance positions at P&O, Lloyds TSB and Cleanaway. Having joined Britvic in 2001 he joined the IR team in 2008 the role has seen him involved in an equity issue, a major acquisition in France, a profit warning and more recently the aborted merger with AG Barr and the launch of a new strategy with a new executive management team.

David Styles
director, corporate governance,
Financial Reporting Council

David started at the Financial Reporting Council in May 2014 as director, corporate governance. He was previously a civil servant in the Department for Business, Innovation and Skills for nearly 30 years. During his career he has held a number of posts dealing directly with a variety of businesses and industry sectors, including, from 2001 – 2011, assistant director in the Corporate Law and Governance Directorate with responsibility for policy on directors’ remuneration, shareholders’ rights and corporate governance, including European and international negotiations on these issues.

Jennifer Sundberg
managing director
Board Intelligence

Jennifer is the managing director of Board Intelligence, a business she has led since its inception in 2002. Jennifer was named The Times young business woman of the year and alongside her work with company boards, she plays an active role shaping governance policy in the UK and in Europe. Jennifer is a member of the advisory board of FINCA, a charity that issues over $500m in micro finance loans each year. For five years she authored a column for Management Today and she is a regular speaker at conferences and business schools.

John Swannick
committee member
Project Delphi

John is an organisational change consultant working with companies to help improve financial performance through better leveraging non-financial performance. He is a member of the steering group and technical committee of Project Delphi, a working group of around 50 asset managers, asset owners and investment consultants seeking to identify the most material Environmental, Social and Governance (ESG) drivers of company value. His background is in finance, latterly as a corporate responsibility and stakeholder relations specialist for Lloyds TSB where his role included corporate reporting and investor relations.

Victoria Whyte
company secretary
GlaxoSmithKline

Victoria solicitor and FCIS has over 20 years’ experience as a company secretary in a wide range of businesses covering Board support, corporate governance, corporate transactions, pensions, insurance and employee and executive share plans. She joined GlaxoSmithKline in August 1998 as director, secretariat services was appointed deputy company secretary in 2005 and company secretary with effect from January 2011. Her team provides company secretarial and corporate governance support to the GSK Board and its UK business. Previously, she was deputy company Secretary at Vickers, she trained as a company secretary with BAE Systems and has also worked in the secretariats of Coats Viyella, St Ives and Schroders.

Karen Almeida
head of narrative reporting
Conran Design Group

Karen is head of narrative reporting at Conran Design Group and has over twenty years of client-side and agency experience in corporate and financial communications, investor relations and marketing. Her roles have included Head of European Investor Relations at Reuters Group, with responsibility for the company’s Annual Report and establishing an analyst relations function at Ofcom. She works with clients to provide strategic advice, practical guidance, benchmarking and research on corporate reporting.

Simon Gittings
global creative director
Investis

As global creative director, Simon leads clients and in-house teams through the creative process, to get the ideal mix of design, messaging, words and media to effectively tell clients’ unique stories. He pushes everyone to engage their audience and to communicate effectively: it’s not just about providing information and there is nothing worse than a vast, infrequently updated site with little substance. Simon has been with Investis for the past five years, prior to this he was project manager and business analyst at Saltmine Ltd.

Leon Milligan
corporate reporting consultant
Emperor

Leon leads the reporting consulting team and has provided advice to Emperor's key clients since 1998. Leon is focused on practical advice that has a direct impact on the way clients communicate. For instance he has rearticulated the corporate strategy of several FTSE 350 companies, developed over 20 business models that provide meaningful business insight, and crafted over 30 reporting frameworks which enable the measurement of strategic progress. His clients have included RB, Vedanta, Morgan Sindall, Genus, One Savings Bank and Catlin.

Glenn O’Hearne
partner
Pauffley & Company

Glenn is a specialist in corporate reporting with a career in corporate communication that spans some 15 years. He has advised on, written and edited integrated annual reports and sustainability reports for a number of blue chip companies listed on the Johannesburg Stock Exchange (JSE). In 2007 he joined Studio 5, a leading graphic design agency. Studio 5’s integrated offering across advisory, editorial and design gained purchase with top clients on the JSE including Sasol, Standard Bank, Murray & Roberts, Sun International, Netcare and Vodacom. In early 2014 Glenn became a partner in Pauffley and Company.

Brett Simnett
director of investor engagement
Radley Yeldar

Brett is director of investor engagement at Radley Yeldar. Brett joined RY in 1998 and has been involved in all areas of the reporting value chain from consultancy, creative, project management and production. He helps clients develop the structure, content and messaging for reporting and investor communications. He also leads ‘How does it stack up?’, Radley Yeldar’s research into FTSE 100 narrative reporting, which has become recognised as a benchmark for best practice reporting. His current clients include Antofagasta, BAE Systems, British American Tobacco, Barratt Developments, Severn Trent, Syngenta, Thomas Cook and Vodafone.

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