Join Us for Business Success and Succession – Teams, Tech, and Transition!

We’re excited to invite you to our upcoming ‘Breakfast and Big Ideas’ event: Business Success and Succession – Teams, Tech, and Transition. If you’re ready to grow your business, harness the latest tech, and plan for the future, this is the place to be!

Breakfast will be served – expect delicious breakfast rolls and refreshments to keep you fuelled for the day!

We’ve lined up some fantastic speakers who are leaders in their field, covering everything from business growth to succession planning:

Agenda:

• Welcome and Introduction – Alan Whittle, Chairman, PFS North Scotland
• Building Better Businesses – Kath Harvey, Head of Progress, Melo
• Advancing Tech in the Industry – Tom Hind, Commercial Lead, Saturn AI
• Professional Map & Personal Brand – Phil Turner, Business Development Executive, Chartered Insurance Institute
• Succession Planning & Exits – Victoria Hicks, CEO, Melo

This is a must-attend event for anyone looking to future-proof their business and gain insights into the latest advancements in the industry. Plus, you’ll have the chance to connect with fellow professionals and industry leaders.

Why attend? Get actionable strategies, expert advice, and inspiration to build a better business. Whether it’s leveraging tech, planning, or refining your personal brand, we’ve got you covered. Stay tuned for more details and make sure to save the date!

Don’t miss out on this opportunity to level up your business.

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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Society of Edinburgh, which is acting as the host institute for this event.