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ICAEW Mentoring and Executive Coaching

Are you new to a finance role and thinking about your next career move? Or do you have a specific business or leadership challenge? If so, ICAEW mentors and coaches can help you. The majority of mentees are in senior leadership or board level roles and are sponsored by their business.


  • Access to business leaders with specialist expertise or industry experience
  • Gain a broader understanding of boardroom dynamics
  • Develop a strategic understanding of business issues
  • An impartial sounding board for ideas

Programme overview

ICAEW Mentoring and Executive Coaching case studies

Lisa Oakes

Finance Director, Buttermilk

Mentoring delegate, 2016

Lisa Oakes

What was your main reason for choosing mentoring/coaching?

I wanted to develop my career and move into a more senior role. I recognised I needed support to progress and initially enquired about professional courses and further qualifications to develop my skills although I wasn't clear what I should prioritise. I hadn't considered mentoring; this was suggested and explained to me and I felt this would be the best way to identify exactly what skills I needed to develop in order to progress.

What will you do differently as a result?

The key thing is having someone else focused on me as an individual. To help clarify issues and follow a plan. I am much more structured in my general approach, I take time to step back and assess, prioritise and plan. I also focus more on the bigger picture and how I fit into it rather than just focusing on my role, needs or aspirations.

Would you recommend mentoring/coaching to a colleague?

Yes, definitely. Because you have an individual totally focused on your needs not generally like attending a course. It's not about teaching, more about independent support to help you work out for yourself what you want to achieve. Someone who has been there and done and can see where you want to go. Someone who shares their experience.

Mentoring helped me to be more objective about my development, to focus on the key issues, let go some of the things that were holding me back and plan a way forward. It gave me confidence and reassurance to pursue my goals and identify what I needed to do to progress.

Why ICAEW Mentoring and Executive Coaching?

If you are thinking about your next career move, are new to a finance role, or have a specific business or leadership challenge, our exceptional pool of mentors and coaches, with direct experience as NEDs, Chairmen, CEOs and CFOs offer an unique opportunity for current or future finance leaders to receive guidance from senior professionals.

Why ICAEW for Mentoring and Coaching?

We provide finance professionals at all levels with:

  • an exceptional pool of over 45 mentors with extensive experience as NED’s, Chairman, CEOs or CFOs
  • access to business leaders with specialist expertise or industry experience
  • a wealth of external perspectives, knowledge and ideas
  • practical and personal career guidance
  • support in transitioning into a new role or career challenge.

We believe mentoring and coaching to be essential for senior management development.

CFO mentoring

Many of our mentors work with CFOs to develop the skills for success in the boardroom and to bridge the gap between finance manager and business leader.

CFO’s benefit from:

  • independent, trusted advice on key business and leadership challenges
  • developing a strategic understanding of business issues
  • being challenged on their thinking from a board level perspective
  • broader understanding of boardroom dynamics
  • an impartial sounding board for ideas.

Choosing your mentor or coach

After a consultation with our leadership team, you will be asked to select your top three mentor preferences and to provide us with your CV and development objectives. Following that, a stringent matching process is undertaken to ensure a good fit in terms of chemistry, experience and development needs.

Time commitment per year

Each session with your personal mentor/coach lasts 90 minutes. Sessions are booked directly between the mentor/coach and the delegate. Typically delegates use 8–10 sessions over a year.

Contact us to find out more

To find out more about Mentoring please contact Leadership@icaew.com

Executive coaches and mentors

  • Teuta Bakalli Teuta Bakalli Entrepreneur and Trustee

    Teuta is a Fellow of the Chartered Association of Certified Accountants with over 18 years’ experience in the regulated financial markets covering investment banking, insurance and asset management and Fin Tech.

  • Chris Harrison Chris Harrison Chief Financial Office (FCA), Munnelly Group

    Chris is CFO of Munnelly Group. Recognised in 2016 as a top finance professional working within a finance function in UK industry, Chris is known industry wide as an entrepreneurial-thinking CFO who delivers winning outcomes.

  • Paul Piccirillo Paul Piccirillo Head of Finance, London Medical

    Paul trained as a coach with CTI in 2010 and completed the ICAEW NFL course in 2013. He is actively involved in leadership and coaching, both in and out of work. His goal is to work with individuals and businesses to help them achieve their potential.

  • Alice Cooper Executive Coach & Consultant

    Alice is a freelance Executive and Career Coach who works with leaders and emerging leaders across a wide range of businesses. Alice has a particular focus on clients from the financial and professional services sectors, where she brings a great deal of credibility, and her own commercial experience, to bear. Alice also writes on topical people and governance issues for the financial sector, and has a particular interest in the emerging area where the two overlap, including Board Effectiveness.

  • Bob Beveridge Non-Executive Director and Former plc Finance Director

    Bob used his accountancy qualification as the foundation to a career in financial management, starting with 12 years at Mars Inc. and 5 years at United Biscuits plc. He then moved to Cable & Wireless Communications plc where he was promoted to Chief Financial Officer followed by three other public company CFO roles.

  • Bruce Vincent Senior Finance Executive, Internal Audit/Assurance and Risk, Public Accounting (External Audit)

    Bruce is an Assurance, Risk and Accounting Executive with over 30 years of extensive international experience. Bruce has held roles at various levels in both internal and external audit, as well as finance management, with global responsibilities. Most recently, Bruce served for five years in a Senior Executive role at InterContinental Hotels Group plc as Senior Vice President and Head of Global Internal Audit.

  • Ray Warren Executive Coach and Principal Consultant at Monavis Ltd

    Before starting his own business supporting the development of leaders, Ray was a CFO in many large international businesses and worked overseas for several years helping to build those business. He has worked in pharmaceuticals, oil and gas, FMCG and consumer-durable sectors in his long career.

  • Mary Hardy NED

    After qualifying as a chartered accountant, working as a partner in EY and a career in internal audit and risk, Mary is now a non-executive director. She is on the Board of the Royal Navy and chairs its Audit Committee and is a member of the Defence Audit Committee at the MOD. She is on the Board of Glasgow 2014 Limited and is a member of the Audit Committees of the ICAEW and HM Treasury.