The CFO’s US Expansion Playbook
The CFO's US Expansion Playbook
Live webinar for CFOs and finance leaders
Thursday 5 November 2026 · 13:00 GMT / 14:00 CET· Online · Free
For a UK company, the US launch is often the biggest bet the business will make, and the CFO is the one who has to plan it, fund it and defend it to the board. This panel covers how experienced finance leaders get it right, drawing on The CFO's Guide to U.S. Expansion.
Get the free guide before the webinar: usxp.co/cfo-guide
What we'll cover:
Are you actually ready? US market fit, home-market traction, and the two capital numbers boards often conflate.
The enterprise value lens. Why the capital-preservation instinct undercuts US expansion, and the DIY trap that follows.
Location before the budget. How site selection drives cost modelling, and how to build a US pro forma with milestones and triggers the board can track.
Entity, accounting and compliance. US entity structure, transfer pricing, sales tax and state-by-state obligations, and what mistakes cost.
US talent, comp and equity. Hiring sequence, sales compensation that retains talent, benefits, and US expectations around equity.
Capital, GTM spend and the board. Funding the US go-to-market at US norms, preparing for US investors, and reporting progress upward.
Panel:
James Peck, Partner, Head of Tech & High Growth, Cooper Parry (moderator)
David Clarke, Former CFO, Onfido, who led its US expansion
Daniel Glazer, Managing Partner, London, and Head of US Expansion, Wilson Sonsini
David Rose, Founder & CEO, US Expansion Partners (USXP)
Presented by Cooper Parry, Wilson Sonsini and USXP.
Can’t make it live? Register anyway and we’ll send you the recording.