The Power of Financial Storytelling: Transforming Data into Strategic Insights for Integrated Performance Management (Geneva, Switzerland)

In a rapidly evolving business landscape, turning financial data into clear, strategic narratives is essential. Join us in Geneva for an evening focused on how financial storytelling can drive integrated performance management and smarter decision-making.

This exclusive event brings together senior finance professionals and thought leaders to explore key themes, exchange ideas, and connect with peers leading innovation and growth.

What you’ll gain:

• Strategic insights on managing complexity through integrated performance management.
• Practical guidance on using storytelling to make financial data more accessible and impactful.
• Thought leadership from distinguished speakers and industry experts.
• High-value networking with influential leaders and decision-makers.

Agenda:

17:30 – Registration
18:00 – Welcome address: Jakub Bejnarowicz, Regional Director for Europe, Association of International Certified Professional Accountants (AICPA & CIMA)
18:10 – Keynote speech: David Pinto-Duschinsky MP, United Kingdom’s Trade Envoy to Switzerland and Liechtenstein
18:35 – Presentation “The Power of Financial Storytelling: Transforming Data into Strategic Insights for Integrated Performance Management”: Peter Spencer FCMA, CGMA, Associate Technical Director, AICPA & CIMA
19:00 – Moderated panel discussion. Moderator: Peter Spencer FCMA, CGMA

Panellists:

• David Pinto-Duschinsky MP
• Anthony Caffon, Partner at Page Executive
• Akis Delkis ACMA, CGMA, CFO at Coca-Cola Hellenic
• John Willis, Senior Director, Corporate Performance & Accountability, WBCSD
• Malgorzata Stelmach- Hansson, Managing Director and Head of Tax, EMEA APAC at Cloud Software Group- Citrix

19:45 – Q&A session and closing remarks
20:00 – Reception and networking

Location

Fédération des Entreprises Romandes (FER) Genève
Rue de Saint-Jean 98 · 1201 Genève

Partners

Speakers

David Pinto-Duschinsky MP, United Kingdom’s Trade Envoy to Switzerland and Liechtenstein
David Pinto-Duschinsky is the Member of Parliament for Hendon and HM Government’s Trade Envoy to Switzerland and Liechtenstein. Prior to his election, David worked in Financial and Professional Services as well as in Government. Before becoming an MP in July 2024, David was as a partner and practice leader at EY Parthenon. He previously worked as a Managing Director at Standard Chartered Bank and held a number of roles in government including as a member of the Council of Economic Advisers and adviser to the Chancellor of the Exchequer at HM Treasury, special adviser to the Home Secretary and in the Prime Minister’s Strategy Unit. He began his professional services career at McKinsey. David holds degrees from Oxford University and from Harvard, where he was a Fulbright Scholar.

Peter Spence FCMA, CGMA, Associate Technical Director, AICPA & CIMA
Peter is Associate Technical Director- Management Accounting on the research team at the Association of Certified Professional Accountants (Association). His main interests are performance management, cost-competitiveness, and strategy execution. In particular, how an organisation’s culture, its people and management information can drive decision-making and business success. Peter has worked with a range of organisations in both the public and private sector in financial leadership and consultancy roles and more recently in CIMA on projects to improve the valuation and measurement of organisational performance.

Anthony Caffon, Partner, Page Executive
Anthony is a highly respected recruitment professional, with 18 years of experience in the Finance sector. He has a strong reputation due to his high-quality services in the competitive Swiss market. Anthony specialises in recruiting for a wide range of financial positions, including CFO’s, Finance Directors, Controllers, FP&A, Tax, Treasury, Corporate Finance / M&A, Internal Audit and Risk experts. His deep knowledge of the financial function, combined with his ability to understand the specific needs of both clients and candidates, has established him as a reliable partner in the recruitment process. He also covers other corporate functions.

Jakub Bejnarowicz, Regional Director, Europe, Association of International Certified Professional Accountants (AICPA & CIMA)
Responsible for creating and executing AICPA & CIMA’s development strategy and educational activities in the region. Supports recruitment and training strategies for employers hiring management accounting professionals and implements plans for the professional development of CGMA designation holders (Chartered Global Management Accountants), finance professionals, and business leaders. Committed to championing the profession’s role in sustainability and value creation.

Akis Delkis, Chief Financial Officer, Coca Cola HBC Switzerland
Akis is a seasoned business executive with over two decades of international leadership experience across Europe. With a proven track record in driving growth, business transformation, and profitability improvements currently serves as the Chief Financial Officer at Coca Cola HBC Switzerland. Throughout his career at Coca Cola HBC, he has held key roles in Switzerland, the Czech Republic, Slovakia, Poland, and Greece — including CFO, Sales Director, and Country Financial Controller — delivering market turnarounds, leading sustainability initiatives, and spearheading major investments and digital transformations.

John Willis, Senior Director, Corporate Performance & Accountability, WBCSD
John Willis is Senior Director at the World Business Council for Sustainable Development (WBCSD), where he leads the Aligning Finance & Value workstream within the Corporate Performance & Accountability (CP&A) programme. Based in London, John works at the intersection of sustainability, finance, and corporate strategy—helping global companies align performance and sustainability. Prior to joining WBCSD, John held senior roles in both civil society and financial services. He served as Director of Research at the Tracker Group (Carbon Tracker & Planet Tracker), where he led analytical work on natural capital and financial risk. Previously he co-founded and was a portfolio manager at a sustainable investment management company.

Malgorzata Stelmach- Hansson, Managing Director and Head of Tax, EMEA & APAC, Cloud Software Group – Citrix
Malgorzata is a seasoned leader with 20 years of experience in the tech industry, having built her career across nearly all areas of finance. She is passionate about creating high-impact teams and processes and is deeply committed to developing people to reach their full potential. A strong advocate for the power of communication, talent, expertise, and technology, she believes these are key drivers of competitive advantage in today’s digital world. She is also a firm believer in the power of storytelling in finance — recognizing that true communication happens not when something is explained, but when it is understood.