US Market Entry in Changing Times

Thursday October 2 at 3pm

An online interactive advisory panel on strategy & implementation for US market entry in 2026

The continued uncertainty around the Trump administration FDI policies presents both risks and opportunities for UK technology and services sector scale-up businesses seeking US market entry and expansion. 

Navigating this uncertain landscape requires strategic insights to manage change effectively whilst capitalising on the US economy’s market size and opportunities. 

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WHY ATTEND?

At this exclusive virtual and interactive panel event, you’ll get actionable insights and advice to make your US market entry a success in these changing times, including:

  • US Expansion Roadmap: Where to set up operations, be an insider & get boots on the ground.
  • US Legal Frameworks: Optimise compliance, operational set up, funding structures, immigration and contracts
  • US Employment & Recruitment: Getting the right hires, benefit packages all at the right costs.
  • US Tax, Audit & Investment: How to effectively manage tax, audit, transfer pricing & investment strategies.
  • Q&A session with our panel of experts.

Speakers:  

  • Jason Walker, Managing Partner , Cross Border Financial Planning USA
  • Mike McGregor, Financial Adviser, Cross Border Financial Planning UK
  • Janice Flynn, Managing Partner, Flynn Hodkinson
  •  Mike Whitacre, US Tax Partner , Frazier & Deeter USA
  • Laurie Spicer, Director Foothold America 

Moderator:

  • Rupert Lee-Brown, CEO & Founder Caxton  

 

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Speakers

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Rupert Lee-Browne

CEO & Founder, Caxton

Rupert Lee-Browne is Chairman of Caxton and a FinTech investor. He founded Caxton with £25,000 capital and has driven the business towards its £1bn turnover and status as one of the UK’s finest entrepreneurial success stories.

Prior to establishing Caxton, Rupert launched several successful innovative businesses in the finance and media sectors, all with a focus on new technology. He is now innovating payment solutions by investing in smart blockchain tech both within Caxton and in other businesses.

Keen to champion today’s technology entrepreneurs, Rupert regularly speaks at industry events about cyber security, how the future lies in blockchain for the finance industry, and the British start-up ecosystem.

Before founding Caxton in 2002, Rupert had an extensive career in media; working for broadcasters, publishers, as well as founding internet start-ups. He started his first business aged 22. As CEO he leads Caxton’s strategy of building innovative technology for payments and ensures the company remains at the forefront of our industry. Outside the business he’s a regular speaker and media commentator on fintech and payments as well as investor in tech start-ups. Rupert holds a degree from London University and is visiting lecturer at Bayes Business School.

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Jason Walker

Managing Partner- Cross Border Financial Planning USA LLC

Jason brings over 26 years of cross-border financial advisory experience, having held roles as financial advisor, senior manager, and regional director in the UK, Switzerland, and the United States. Since 2014, he has focused on expatriate advice and investment strategies in Philadelphia, delivering tailored financial planning and investment solutions to private clients, small businesses, and non-profits. Jason’s expertise lies in designing and managing bespoke financial strategies to help clients achieve their objectives, with a strong emphasis on choice, independence, and trusted professional guidance. He is also the current President and board member of the British American Business Council of Greater Philadelphia, supporting transatlantic trade and investment.

 

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Mike McGregor

Financial Adviser - Cross Border Financial Planning

Mike  entered financial planning in 2021, earning the CII Diploma in Regulated Financial Planning and joining Cross Border Financial Planning in 2023. Inspired by his own experience navigating the financial challenges faced by Americans abroad, Mike is fully qualified in both the UK and US, having also completed the NASAA Series 65 exam. Based in the London office, he collaborates closely with local professionals to provide clients with coordinated, tailored advice, making it easy for UK-based clients to connect in person or virtually.

 

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Janice Flynn

Managing Partner -Flynn Hodkinson

Janice A. Flynn is the Managing Partner of Flynn Hodkinson based in London, United Kingdom where she advises individuals and multinational corporations on all aspects of U.S. immigration strategy. Her practice spans employment- and family-based visas, U.S. nationality and LPR issues including acquisition and loss of citizenship and LPR status, inadmissibility and complex consular and port-of-entry matters worldwide. Ms. Flynn is an active member of the American Immigration Lawyers Association (AILA), former executive member of the Rome District–EMEA Chapter and member and chair of several chapter committees and previous member of AILA’s National Customs and Border Protection Liaison Committee. She is a member of the Alliance of Business Immigration Lawyers (ABIL) and has been recognized in the International Who’s Who of Corporate Immigration Lawyer for over a decade.

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Mike Whitacre

US Tax Partner - Frazier & Deeter USA

Mike Whitacre is a member of the firm’s Tax Practice with 35 years of experience, focusing on US expansion, cross-border structuring and international tax. Advising both inbound and outbound businesses, and is well-versed in middle-market businesses operating in both domestic and international markets, including publicly traded companies, privately held enterprises and private-equity-backed entities.

Laurie Spicer

Laurie Spicer

Director - Foothold America

As an American citizen based in the UK, Laurie has over 25 years of experience navigating the complexities of the US market. Throughout her career, she has guided countless clients to achieve commercial growth and long-term success in the US. With expertise in HR, employment, US operational frameworks, strategic market-entry guidance, and practical business insights, she is a trusted partner for companies pursuing success in the United States. Her dedication to turning expansion challenges into growth opportunities has been instrumental in helping clients thrive and establish strong US footholds.

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