A Review of The Last Year And The Year To Come In Insurance And Financial Services

The Insurance Institute of Cardiff invite you to a face-to-face vent on; A Review of The Last Year And The Year To Come In Insurance And Financial Services and What the World of Wine can teach us.

Event Details:

Date: Thursday 7th December 2023

Time: 5:30 arrival for a 6pm start

Venue: Big Moose Coffee Co, 4-5 Fredrick Street, St Davids Centre, Cardiff, CF10 2DB

Cost: £15pp – Includes wine tasting and grazing table

Only 30 spaces available!

About the session:

There are lots of parallels between the world of wine and the past year in insurance and financial

services. There are also some lessons that we can take from the world of wine in terms of how we

can harness potential for the year to come, based on predicted trends.

In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine

business in Spain, together with his knowledge and experience of providing training to insurance and

financial services firms across the world, to provide a review of the last year and discuss likely trends

for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2023 and predicted trends for 2024.

Learning Outcomes:

By the end of the session, participants will be able to:

• Identify the developments in insurance and financial services over the past year
• Recognise the likely trends for the year to come in insurance and financial services
• Implement a strategy to learn the lessons from the past year and prepare for the year ahead

About the trainer:

Jeff Heasman is a well-known and highly experienced international trainer who specialises in law and communication within the insurance and financial services industry. In addition, Jeff has a passion for Spanish and Portuguese wines. Jeff has a tasting shop inside the fortress walls of Valenca do Minho in Portugal and through his businesses based in Spain and Portugal (Saboromas) he offers cultural and wine tasting events and vineyard tours, with a particular focus on the culture, food and wines of Galicia, Spain and the Vinho Verde region of Portugal. Jeff has a bachelors and masters degree in law, he holds a postgraduate English language teaching qualification and has obtained a certificate in wines from the prestigious Wine & Spirit Education Trust (WSET) as well as being a member of the Society of Wine Educators. Jeff´s knowledge of the insurance and financial services industry combined with a passion for both effective communication and wine makes this a fun and entertaining CPD session with a difference.

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