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Finance Forum: The Agency CFO Conference

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topline infoRmation

The conference for
agency CFOs and FDs

  • Meet and share notes with other CFOs, FDs and agency leaders who steer the numbers
  • Learn how your peers are grappling with today’s toughest agency finance challenges
  • Make new connections, and discover fresh ideas to future-proof your agency’s finances

📅

26th February 2026

1:30 PM

📍

Shoreditch Treehouse, London

Event Manifesto

Event curated by:

  • A person smiling on a city street with brick buildings in the background, featuring storefronts and parked vehicles.

    Niamh Kelly

“What do you actually need from me?” a Financial Director once asked their CEO. “Do you want me to be the bad cop, or the person who holds your hand?”

It was a light joke, but it revealed a truth every agency eventually faces: ambition and financial reality don’t always move in sync.

Entrepreneurs are wired to see the glass half full. They charge ahead, chase opportunity, and push for more. But today’s landscape demands a different balance. Procurement pressures, a shrinking hold on recoverability, shifting billing models, and the rise of AI mean agencies can’t rely on optimism alone.

The questions now run deeper:

  • What are we worth?
  • How do we prove it?
  • And how do we make decisions that keep our agencies resilient, not just busy?

That’s why we’ve created the Finance Forum – to bring together the leaders navigating these pressures every day. You’ll hear real perspectives on pricing, procurement, forecasting, value-based models, AI’s impact on delivery, and what strong commercial leadership looks like when the market tightens.

Because finance isn’t just spreadsheets and month-end reports anymore. It’s the engine of clarity, confidence, and long-term agency health.

At the Finance Forum, we’re uniting the people who know that commercial strength isn’t luck – it’s design.

A handwritten signature that reads "Niamh" in a flowing, cursive style.
A cartoonish hand holds a green money bag, while a pink piggy bank with a cap receives gold coins. The image symbolizes saving and managing money.
Man smiling in a circular frame, with a cartoon piggy bank and coins illustration. Banner below reads "Mike Lander, Chief Executive Officer, Piscari."

That’s how blunt Mike Lander is about agencies’ response to AI and procurement.

As an ex-procurement director and agency advisor, he’s seeing the same pattern everywhere: “Agencies are in denial – not about what’s going on, but about what they’re going to do about it.”

While agencies argue about AI on LinkedIn, procurement has quietly baked it into their processes. Requirements are AI-drafted. RFP processes are AI-scaled. Spend is AI-analysed. Even simple contracts are sometimes being negotiated by AI agents before a human ever gets involved.

At the same time, budgets are tightening, retainers are being switched to projects, and big networks are laying people off. “Unless you’re a specialist, bluntly, you won’t survive,” says Mike. “If you’re caught in that messy middle of ‘we’re a media agency’ – unfortunately, that’s a commodity.”

In this session, Mike will unpack:

  • How AI-enabled procurement is really working behind the scenes – and why you’re seeing more RFPs.
  • Why smaller agencies who never met procurement before are now getting “taken apart”.
  • The 5% of agencies who are going to clients with AI-pilot commercial models – and keeping their fees and their relevance.

“If I can work this out in my kitchen in the Cotswolds,” says Mike, “surely agency leaders can too.”

If your FD is quietly panicking about procurement, or you’re sick of losing in late-stage RFPs, this is a session you can’t afford to ignore.

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That’s the question Jay Neale keeps coming back to.

And it’s not AI. It’s not tools. It’s not shiny dashboards.

“It’s things like predicting revenue and forecasting,” says Jay. “Which leads straight into pipeline.”

Then margin. Then staff costs. Then cash. Then the uncomfortable truth that delivery teams often care more about keeping clients happy than protecting profit.

From Jay’s perspective, finance teams are stuck between bringing discipline for better forecasting, and, on the other hand, teams just wanting to keep their clients happy.

That tension is where profit quietly disappears.

“Cash is king,” Jay says. “Especially if you’ve got high salary costs you’ve got to find every month.”

In this session, Jay will facilitate a panel discussion with a lineup of finance directors and CFOs to talk about this tension and what’s keeping them up at night. He’ll be joined by:

  • Jason Blackman, a chartered accountant and consultant to agencies, with experience as CFO of Omobono.
  • Becky Dainter, Finance Director at WAA Chosen.
  • Kelly Jepp, Former CFO to many companies such as Mother, Special London, Creature London.
  • Deborah Connolly, Fractional Finance Director from a wide range of agencies – Audience, Broadwick studio, CLOSER.

If you’re running, leading, or financially responsible for a growing agency, this session is designed to feel uncomfortably familiar – and genuinely useful.

A person in a blue outfit is shown with a pink circular background. The image features a cartoon piggy bank with a coin. Text below reads "Karla Smith, Chief Financial Officer, Ogilvy."

That was one of Karla Smith’s biggest realisations as a finance leader inside a creative business.

It wasn’t that people didn’t care about performance. It was that finance was speaking a language the rest of the agency simply didn’t process. Spreadsheets, ratios, and abstract KPIs failed to land — not because they were wrong, but because they weren’t understood.

Over time, Karla began to reframe finance’s role. Less about control. More about storytelling.

At Ogilvy, this meant changing how data was presented — turning numbers into narratives, visuals, and context that creative teams and leaders could actually engage with. It also meant being far more intentional about which KPIs were used, and what behaviours they encouraged.

“People are making decisions incredibly fast,” Karla explains. “You’re never going to have all the information.”

The real challenge, then, isn’t perfect data. It’s giving leadership teams the right signals — the few metrics that genuinely guide growth, rather than drowning the business in noise.

In this session, Karla will explore how finance leaders can tell better financial stories, translate data across disciplines, and focus leadership teams on the levers that actually make a difference – without slowing the business down or killing creative momentum.

A hand holds a blue Spendesk business debit card featuring a chip and contactless symbol, with the Mastercard logo.

Meet Spendesk, our sponsor for Finance Forum.

Spendesk is the all-in-one spend-management platform that gives agency finance teams full control and visibility over company spending. From corporate cards and virtual payment methods to automated expense reports, invoice processing and procurement, Spendesk centralises everything in a single, intuitive platform.

Less admin, fewer spreadsheets and more time for strategic financial thinking. Trusted by thousands of businesses across Europe, Spendesk is helping agencies scale with financial clarity, agility and confidence.

FAQ

Event FAQs

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Do I need to be an Agency Hackers member to attend?

No – anyone running or leading an agency is welcome. Members usually get discounted tickets, but you don’t have to be a member to join us.

Can I transfer my ticket to someone else?

Yes! If you can’t make it, you can transfer your ticket to another person in your agency – or another agency leader – at any time. Just let us know who’s coming in your place.

What’s your refund policy?

We don’t offer refunds, but you can transfer your ticket to another event or colleague if you give us notice.

Do you offer group discounts?

Sometimes – especially if you’re bringing your team. Drop us a message and we’ll see what we can do.

Are the sessions recorded?

Currently, we don’t record the content. The reason is, people often share confidential matters they don’t want to leave the room.

Is there a dress code?

We’re a relaxed crowd. Think “smart casual” or “agency chic”. Just wear whatever you feel comfortable in when you meet new people.