Forthcoming events

This month

Annual General Meeting 2025

  • Wed 30 Apr 6:00 pm – 8:00 pm
  • Worplesdon Place

Your local institute council invites you to attend our 2025 Annual General Meeting to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members.

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All forthcoming events

Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need

  • Thu 01 May 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

Event Overview Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. The way accountants record financial information is often different from what insurers need and understanding the difference can help you ensure your clients get their sums insured right. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants.

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Business Interruption insurance all you need to know explained in Plain English

  • Wed 07 May 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

Event Overview Business Interruption insurance is one of the most misunderstood covers in the marketplace and this webinar looks at how these misunderstandings can be overcome. The webinar will deal with all the main aspects of BI insurance apart from extensions which is the subject of a separate webinar. The course will be delivered by Alan Chandler, Chartered Insurer who is widely regarded as one of the leading presenters in the UK. The training will be very suitable for brokers, underwriters and claims staff working in commercial insurance and anyone studying for the CII diploma subject M93 Commercial property and business interruption.

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Pairing ESG with Trust: Insights from Wine and Chocolate

  • Thu 08 May 5:30 pm – 8:30 pm
  • Reading Town Hall, Blagrave Street READING
    • Jeff Heasman, Insurance Upskill

Wine and chocolate pairings offer powerful metaphors and practical lessons for understanding trust in ESG (Environmental, Social, and Governance) and building closer customer relationships. Through tasting 5 wines and pairing them with chocolates, we will examine how trust, authenticity, and shared values are central to building stronger customer relationships through ESG principles in insurance and financial services.

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The Benefits of CII Membership and Summer BBQ

  • Thu 26 Jun 6:00 pm – 9:30 pm
  • Harbour Hotel - Guildford
    • Matthew Greig, CII

Event overview: This is an interactive session to explore how CII Memberships can: • Enhance your credibility within your profession • Gain access to a community of like-minded individuals • Provide you with the resources to achieve your career aspirations • Give you a voice to publicly contribute on behalf of your community Followed by refreshments and a BBQ with a Charity raffle to support our chosen Charity Oakleaf Enterprise.

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Uncorking the Future: what the wine industry can teach us about intergenerational cohesion in the workplace

  • Thu 13 Nov 6:00 pm – 8:30 pm
  • Reading Town Hall, Blagrave Street READING
    • Jeff Heasman, Insurance Upskill

The relationship between UK wine consumer trends and intergenerational dynamics in insurance and financial services can highlight parallels in understanding shifting preferences, values, and behaviours across generations. Through tasting 5 different wines we will learn about issues from adapting to preferences, to sustainability as a shared value, through to leveraging technology and also generational perceptions.

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