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Exclusively for Richmond FD attendees

Driving change:

CFO/FD perspectives on digital transformation

Looking to drive financial efficiency through digital transformation? We’ve got you covered.

In this exclusive virtual roundtable, we’ll explore the key strategies and tools that CFOs and FDs are using to streamline their financial processes, with a focus on digitising equity management.

We’ll dive into the challenges of transitioning from manual to digital systems, share best practices for overcoming roadblocks, and our expert pannel will showcase real-world examples of how they have unlocked valuable resources by embracing automation.

You’ll also gain insights on how to maintain compliance, reduce administrative risk, and improve employee engagement through digital equity transformation.

Join us for an open discussion between CFOs and FDs as they share their experiences and lessons learned from their own digital journeys.

Date: Friday 29 November 2025
Time: 12 Noon GMT
Duration: 45 minutes + Q&A
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What we’ll cover

  • The financial and operational benefits of digitising your equity management.
  • Key strategies to overcome challenges when shifting from manual to digital processes.
  • Real-world insights from CFOs and FDs who have successfully embraced digital transformation.
  • How to leverage digital tools to improve compliance, engagement and efficiency.

Who should attend?

CFOs and FDs at growing enterprises looking to streamline their financial processes, optimise equity management and embrace digital transformation for long-term business growth.

 

About your host

Alan Clarke

Senior Equity Consultant

Alan is a Senior Equity Consultant and share scheme specialist who'd joined Vestd in 2020. He works mainly with founders, financial directors and accountants to help them identify the best share scheme solutions to meet their needs.

Alan's worked in financial planning and wealth management, helping clients globally. He is familiar with the issues of recruitment, retention and incentivisation after having founded and run his own chess coaching business.

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