Breakfast for Agency & Consultancy Leaders

Join us for a private, executive-level breakfast roundtable hosted by Harv Nagra – former group operations director and presenter of The Handbook: The Operations Podcast.

As your agency or consultancy grows, so does the operational complexity – whether you’re post-merger, operating across geographies, or building new business units from scratch. This session is designed for senior leaders navigating that scale: grappling with inconsistent ways of working, disjointed operations, cultural misalignment, and a constant pressure to deliver clarity.

You’ll be joined by an intimate group of leaders from forward-thinking agencies and consultancies, with space intentionally kept tight to ensure meaningful conversation. The discussion will follow Chatham House Rule – so you can speak openly, share challenges, and compare notes with true peers.

🔍 What we’ll cover:

• The hidden friction that creeps in across entities – and how to spot it early
• Aligning ways of working, reporting, and culture without adding red tape
• Designing for visibility, not just data
• Lessons from a multi-entity transformation – what worked, what didn’t, and what to do differently next time

🎙️ Guest speaker: Luis Perez

Luis is currently Head of Commercial and FP&A at Efficio Group, and previously led Financial Planning & Analysis at DGA – a 300+ person global consultancy formed through both M&A and organic growth.

He’s helped shape the operational and financial architecture of multi-entity businesses across multiple markets, and will share what it took to bring clarity, consistency and confidence to decision-making in complex environments.

🥐 Agenda:

8:30–9:00 · Arrival, coffee
9:00–10:30 · Moderated discussion, sharing of challenges + solutions over breakfast
10:30–11:00 · Informal chat and close

Limited space. Request your spot using the form on the right – we’ll confirm based on availability.