What does it take to build a thriving future-proofed portfolio career?

Event information

The C-suite access economy is gaining traction as more fractional CFOs and FDs embrace portfolio careers, enabling them to deliver exceptional client value while building a life that truly works for them. This service is typically supplied to SMEs who need their depth of skills but not on a full time basis.

Business owner and Group CEO of The Liberti Group, the global number one provider of part-time and fractional C-suite professionals, Sara Daw is a leader in creating the future of work for highly skilled C-suite professionals. Drawing on decades of industry experience and academic research for her latest book, "Strategy and Leadership as Service’, Sara offers cutting-edge insights into the C-suite access economy. She will provide practical tools to help you cultivate long-lasting client relationships and ensure income security for a thriving portfolio career.

Key benefits

• C-suite access economy: challenging traditional employment, learn how this alternative model creates a win-win for C-suite professionals and business leaders.
• Build your portfolio: discover what it takes to turn initial engagements and projects into long-term client relationships for a full portfolio.
• Thriving client relationships: learn the soft skills you need to foster Psychological Ownership, critical for thriving client relationships.
• Future trends: get ahead of the curve by finding out what’s next for the C-suite access economy. How will it translate to the large corporate world?

About the speakers

Sara Daw, Group CEO, The CFO Centre Group Listed in the 2024 E2EFemale100, Sara is passionate about designing the future of work for C-level talent and organisations. As well as publishing the first research on the Access Economy for C-suite talent in her second book, Strategy and Leadership as Service, she is business owner and group CEO of The CFO Centre and The Liberti Group, the global number one provider of part-time and fractional C-suite professionals. Sara is a graduate in Chemistry from Oxford University, a Chartered Accountant, holds an MBA from The London Business School, and a Mastère Spécialisé® in Consulting and Coaching for Change, run jointly by Oxford University (Saïd Business School) and HEC Business School in Paris.

Alison Dungworth, Portfolio Career Mentor, Executive Finance Trainer & Consultant Alison has a portfolio career which she started to build over 15 years ago, at a time when this approach was far from mainstream. Following an early career in FTSE 50, US quoted and large corporates, she moved to the SME sector as a full-time FD. After identifying that many SMEs needed (and could only afford) part-time support and with a desire for an alternative working lifestyle, she began her portfolio journey. Initially a part-time FD, using her experience she now mentors finance professionals transitioning to a portfolio career and is ICAEW’s Special Advisor to the Portfolio Careers Community. Alison also provides consultancy services to SMEs and coaches non finance professionals in the understanding of financial information. Alison brings her commercial experience together with a deep empathy for supporting others to her mentoring and coaching work.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Portfolio Careers Community. Please click here to join online.