Previous events

All previous events

Sales and Service: a new warning from the FCA about distribution chains

  • Tue 31 Mar 6:00 pm – 7:15 pm
  • The Mandolay Hotel & Conference Centre
    • Jeff Heasman

***Postponed until further notice*** In this session we will look at the key findings and recommendations from the FCA´s Thematic Review and discuss the FCA´s expectations and next steps.

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Coronavirus Business Continuity: Best Practice in Managing Teams Remotely

  • Tue 31 Mar 3:00 pm – 4:30 pm
  • Webinar
    • Sarah Stoddart Burrows

Are you ready to start managing remote teams? This webinar will give you the information you need to successfully manage your teams remotely.

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The Art of Disagreement

  • Tue 31 Mar 1:00 pm – 2:00 pm
  • The Village Hotel, Farnborough
    • Jeff Heasman

***Postponed until further notice*** This event will teach you how to recognise the "spark" that leads to a disagreement and then how to manage the interaction towards a positive outcome.

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How Employers, Public and Products Liability can arise and how best to set covers in place for your clients

  • Mon 23 Mar 6:00 pm – 7:15 pm
  • The Mandolay Hotel & Conference Centre
    • Alan Chandler

Moved to Monday 6th April and delivered via webinar.

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Leadership and Motivation

  • Thu 19 Mar 6:00 pm – 7:15 pm
  • The Mandolay Hotel & Conference Centre
    • Alan Chandler

***Postponed until further notice*** This presentation will look from an insurance perspective at the key areas of leadership and motivation; and what motivates an insurance team and its members.

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The Rise of Errors and Omissions Claims against Brokers

  • Mon 09 Mar 6:00 pm – 7:15 pm
  • G-Live, Guildford
    • Alan Chandler

This presentation will explore why the amount of errors and omission claims against brokers are on the increase.

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7 Habits of Highly Effective Negotiators in the Insurance and Financial Services Industry

  • Thu 27 Feb 6:15 pm – 7:45 pm
  • The Mandolay Hotel & Conference Centre
    • Jeff Heasman

This is an interactive and fun session that introduces the key elements of a negotiation process; helping attendees implement a strategy to negotiate with confidence in future business dealings.

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Annual Dinner 2020

  • Fri 07 Feb 6:00 pm – 1:00 am
  • Harbour Hotel - Guildford

Join us for our carnival inspired 2020 Annual Dinner!

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Directors and Officers Insurance in a Plain English Nutshell

  • Thu 30 Jan 6:00 pm – 7:15 pm
  • G-Live, Guildford
    • Alan Chandler

This is no longer a cover that ANY director can ignore. This presentation will be focusing on how to make it easy to understand the main purpose of this valuable cover.

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Young Professionals Cocktails Masterclass

  • Wed 11 Dec 5:45 pm – 9:00 pm
  • All Bar One

Shake, rattle and serve! You will be making three cocktails, and a cocktail will be served on arrival with canapés.

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Hacking - the new STING

  • Thu 14 Nov 6:00 pm – 7:15 pm
  • The Mandolay Hotel & Conference Centre
    • Steve McLaughlin, Steve Mac Media

Hacking is a very real threat for businesses of all sizes. This event explains the 7 steps professional hackers use to get to know an organisation, including a live demonstration hack!

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Charity Race Night - plus Communication Skills Masterclass

  • Fri 11 Oct 6:00 pm – 10:00 pm
  • Weybourne House
    • Jeff Heasman, Director

Join us for a fun filled, excitement packed evening of entertainment for you, your friends and your family - or maybe a night out with the team! And ahead of that, there's a masterclass in communication skills that will be sure to influence minds and change lives!

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Advanced Diploma Assignment Techiniques

  • Wed 09 Oct 9:30 am – 12:30 pm
  • The Mandolay Hotel & Conference Centre

This workshop guides delegates on how to research the assignment content, structure their work, ensure they are clearly answering the question and building a comprehensive paper that addresses all features of the marking matrix the examiners will use.

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Senior Managers & Certification Regime - what needs to be done by 9th Dec 2019

  • Wed 02 Oct 6:00 pm – 7:15 pm
  • G-Live, Guildford
    • Branko Bjelobaba

This event is relevant to general insurance intermediaries, IFAs and mortgage brokers. In response to the 2008 banking crisis and significant conduct failings such as the manipulation of LIBOR, Parliament set up the Parliamentary Commission for Banking Standards (PCBS) to recommend how to improve standards in the banking sector. PCBS recommended a new accountability framework focused on senior management. It also recommended that firms take more responsibility for employees being fit and proper, and that there be better standards of conduct at all levels in banking firms.

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Young Professionals - Emotional Intelligence

  • Thu 19 Sep 6:15 pm – 7:15 pm
  • The Village Hotel, Farnborough
    • Adrian Nash, Radius 360 Ltd

The aim of this event is to differentiate between having an emotion and doing something about it. It will introduce and establish the importance of emotional intelligence

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Southern Region Institutes CPD Conference 2019

  • Wed 18 Sep 8:45 am – 5:00 pm
  • Holiday Inn Winchester

A full day conference on the hot topic of Fraud!

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Let's talk Cybercrime

  • Tue 30 Jul 12:30 pm – 2:15 pm
  • The Village Hotel, Farnborough
    • Kevin Reid, Copilot

This event aims to help members provide customers with good advice and current information to help them to choose the right protection products

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Young Professionals Summer BBQ

  • Thu 18 Jul 6:15 pm – 9:00 pm
  • Harbour Hotel - Guildford
    • Richard Sheppard, Capital Planning Partners

The Guildford CII Young Professionals BBQ, which will be preceded by a talk on Presentation Skills, is a great opportunity to network and socialise with your peers and to meet like-minded people from your industry!

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GDPR a year on - are firms missing market opportunities!

  • Tue 16 Jul 6:15 pm – 7:15 pm
  • G-Live, Guildford
    • Alan Chandler, ITP Ltd

Many companies have unnecessarily restricted their business activities due to wrong interpretation of the GDPR. This presentation provides examples of how to be compliant but still successfully contact customers.

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Charity Golf Day 2019

  • Thu 04 Jul 10:00 am – 10:00 pm
  • Windlesham Golf Club

The day includes coffee and bacon rolls on arrival, 18 holes of golf, and a 2 course evening meal, followed by a charity raffle.

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