Thinking about scaling your business? Or want better control over your numbers as you grow?
Join us for a relaxed, in-person event at Balfour Winery. We'll cover how finance, technology and the right funding approach can help you make better decisions and grow with confidence.
Get practical insight from people working with growing businesses every day.
This session is for owner-managed and scaling businesses who want to:
- see your cashflow and performance in real time
- cut admin and remove finance bottlenecks using modern tools
- use better data to strengthen conversations with banks
- build a finance setup that supports growth now and in the future
You'll hear from experts in banking and advisory, with time to ask questions and connect with other business owners.
Your hosts & speakers
Allica Bank
Simon Lofts - National Key Account Manager
Greg Roake - Relationship Manager
Together, Simon and Greg work with growing SMEs across the UK, helping businesses fund growth, manage cashflow and build stronger banking relationships.
Xeinadin
Simon Laurie - Director
Mark Friend - Director
Simon and Mark advise owner-managed businesses on building modern finance setups, using technology and insight to move from reactive reporting to forward-looking decisions.
Agenda
- 9:00 - Guests arrive at Balfour Winery
- 9:15 - Event starts, light refreshments served
- 9:30 - Speaker sessions from Xeinadin and Allica Bank
- 11:30 - Networking
- 12:00 - Lunch
- 13:00 - Vineyard walk and informal networking
- 14:00 - Wine tasting
- 15:00 - Event close
Other details
- Free to attend
- Breakfast, lunch and refreshments provided
- Free parking at Balfour Winery
Places are limited to keep the session small and interactive.
If scaling your business is on the agenda - now or in the next few years - this session will give you practical ideas and a clearer plan for growth.
Reserve your place using the form above.