introducing our 2026

agenda

.

11:00

Doors Open

12:00

hello. hey. hi!

Cathi Harrison, CEO & Founder at Verve, takes to the main stage to open Transformation 2026 and introduce this year's themes.

12:30

keynote speaker

kate tuckley, FCA

Join Kate Tuckley as she dicusses the ways regulatory thinking is transforming and exactly what this means for advice firms.

13:00

hotshot

the future of... direct authorisation

Hotshots are back! After a brief hiatus, Maddie is kicking them back off, exploring the future of directly authorised firms.

13:10

keynote speaker

Dr Eliza Filby

Being ready for transformation starts with understanding the world we live in; join Dr Eliza as she sows the seeds of strategic advantage.

13:40

lunch on us & transformation exploration

14:30

partner session

Hear From... vanguard

Seb Lewis (Vanguard) will take to the main stage for a session on killer data; a deep dive into the 3% of companies that created uk stock market wealth.

15:00

hotshot

the future of... ai in advice firms

For the next hotshot, Chez will explore how AI could be used in advice firms in the future to improve efficiencies and better client outcomes.

15:10

breakout sessions

panels & workshops

Choose one of our expert panels or interactive workshops from the breakout sessions box for this slot - all designed to spark creativity.

15:45

breakout sessions

panels & workshops

Tailor the day to suit you and pick another of our expert panels or interactive workshops from the breakout sessions box for this slot!

16:15

break & transformation exploration

16:50

hotshot

the future of... paraplanning in an ai world

For our final hotshot of the day, Jo will be exploring paraplanning and AI in a short, snappy session.

17:00

partner session

Hear From... Marloo

Hardy Michel (Marloo) is leading from the front when it comes to AI in finance and this session will bring the latest developments to life.

17:30

fireside chat

Spencer matthews

Our incredible keynote speaker will explore why discipline, resilience and self-leadership are essential for people navigating constant change.

18:00

drinks reception

18:30

the verve awards

Join us to celebrate the Verve Award winners, hosted by Cathi Harrison and Jo Campbell.

Check out the shortlist here »

19:30

event close

breakout sessions

panel

will ai take your job?

Chaired by Gary Abela

It’s a hotly contested debate, in all sectors, not just finance. Dan Haylett and Jon Doyle, who have very different views on the matter, will join Gary who will use his own insights and knowledge on the direction of travel of AI to help explore what this might mean for advisers and business owners in the coming years.

panel

Advising or Coaching?

Chaired by Mohneet dhir

With money coaching on the rise, alongside regulatory costs, what will the sector look like in future and what’s the best option if you’re starting a new firm now? Sara Maxwell and Cera Taylor will join Mohneet to share why they chose their routes and what they think the future holds.

workshops

to be announced

Hosted by verve

Join us for two interactive workshops, designed for creative thinking and team collaboration.

get involved on socials using

#vervetransformation26

© VERVE 2026