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Event Details
Scale-up series: Financial planning and raising finance

Scale-up series: Financial planning and raising finance

£15.00 + VAT
Available
On Demand
All Locations
Small & Micro Business
Dec
3
Tue
13:00
-
13:45 GMT
Schedule Type Title: Weekdays
Schedule Description: Understand the importance of financial planning and the options available to raise finance.
Sessions: 1
Session Hours: 0.75
Zoom Link: https://icaew.zoom.us/webinar/register/WN_oHEn6Nf3R6GL9_mrf1t6Mg
CPD hours: 0.75 hours
On demand

Description

Understand the importance of financial planning and the options available to raise finance.

Book here
  • Description
  • Scale-Up series topics and dates
Date and time Location
Recorded on 03/12/2024 On demand

Event information

Financial information is essential to provide a complete and accurate picture of a business for decision making and for potential investors. Our third webinar in this scale-up series will discuss the importance of financial planning to anticipate future changes in a business and associated funding gaps. We will also explore the journey of raising finance. One of the biggest barriers to raising finance is a lack of awareness of the options available and it can be difficult to know where to start. Our panel of speakers will discuss the various options, how to become investor ready, and funding/exit preparedness.

Key benefits

  • Understand the importance of financial planning.
  • Discover the various options available for raising finance.
  • Learn how to prepare for funding/exit.

About the speakers

Steve Conibear, Director, UK Network at British Business Bank

Steve Conibear works as a UK Network Director for South & East of England. Having worked in both the private and public sector in the UK and the EU, Steve has gained a wealth of experience and expertise in small business funding and finance. In his role, Steve represents the Bank in the South, collaborating with a wide network of key stakeholders, identifying imbalances in access to finance that inform our programmes and targeted support in the region to help smaller businesses get funding they need to grow.

Dequan Walker, Chief Financial Officer & Strategic Growth Leader, Marsh International Affinity

Dequan is responsible for the financial management of Marsh’s International Affinity segment, which covers more than 60 countries. In addition to this, he also drives the Affinity growth strategy, which focuses on developing new clients, improving the existing client servicing process, expanding the business’ geographic footprint and ensuring the business works with the best in class ecosystem partners. In addition to his financial background, he also specialises in corporate strategy and management consulting, gaining significant experience while working in the Office of the CEO at Marsh headquarters in New York, with a responsibility for helping develop and execute on the global strategy. He previously worked in the New York banking industry in the Corporate Trust Division for The Bank of New York Mellon, before moving on to Marsh where he has spent the last 14 years.

Paul van der Walt, fractional CFO

Paul van der Walt is ICAEW qualified accountant and experienced fractional CFO with a passion for guiding high-growth start-ups on the journey from Seed to Series B. Known for his expertise in fundraising, financial strategy, and investor relations, Paul has helped numerous seed and venture-backed companies build strong financial foundations and achieve critical growth milestones. Recently, he has focused on supporting Deep Tech start-ups, where his financial insights have been help cutting-edge technology businesses in the areas of Computer Vision, Robotics and Machine Learning.

Currently, Paul supports a variety of start-ups as a fractional CFO, creating financial models, optimizing cash flow, and developing strategic growth plans that enable businesses to scale efficiently. As a panelist in the ICAEW Scale-Up Webinar Series, Paul will share insights on the financial strategies and frameworks essential for scaling start-ups, drawing from his extensive experience in the startup and Deep Tech ecosystems.

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 0.75 hours 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

RateCost
ICAEW MemberNo Charge
Non-Member£15.00 + VAT
Retired MemberNo Charge
Life Member£3.00 + VAT
StudentNo Charge
Affiliate MembersNo Charge
Small & Micro Business Individual MemberNo Charge
Small & Micro Business Individual SubscriberNo Charge

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

In partnership with

 

 

Marsh is a world leading risk and insurance advisory specialist providing risk management, risk consulting, insurance broking, alternative risk financing, and insurance programme management services to the world’s leading companies, growing corporates and small to medium sized enterprises (SMEs). Marsh is the parent company of Marsh Commercial who has worked with ICAEW for over 14 years as a trusted Member Rewards Partner.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

  • Event terms and conditions
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Please note that the series is subject to change

  Time/date Webinar topic
1

25/09/2024
13:00 - 13:30 BST

An introduction to scaling up

  • Explore the signs that your business is ready to scale up and what needs to be in place
2

21/11/2024
13:00 - 13:45 GMT

Building solid foundations to drive performance

  • Understand the importance of solid foundations across your business to drive performance.
3

03/12/2024
13:00 - 13:45 GMT

Financial planning and raising finance

  • Understand the importance of financial planning and the options available to raise finance.
4

26/02/2025
13:00 - 13:45 GMT

Build a positive culture and team

The importance of building a healthy culture and attracting the right people.

5

01/04/2025
13:00 - 13:45 GMT

Building your network and communication skills

Understand the importance of networks and the essential soft skills to help scale your business.

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