Events
Forthcoming events
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
Wed 10 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Insurance Institute of Leeds Foodbank Charity Challenge
To raise money and awareness of our President’s chosen charity, the Leeds South & East Foodbank, we are inviting members to join in with a charity challenge between the 15th and 19th July. For a 3 day period, the challenge is to only eat food and drink you would find in a typical food parcel given out at food banks around the country.
Mon 15 Jul – Fri 19 Jul
Webinar: Food for Mood
Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!
Thu 18 Jul 12:00 pm – 1:00 pm
Anna Reddy, Leap Health
Harrogate Treasure Hunt 2024
The Harrogate Local Committee's infamous Treasure Hunt is back for 2024! Gather your colleagues and friends to see if you can crack the clues, as well as having plenty of time to sample the many ‘watering holes’ of Harrogate. There will be prizes for the winning team.
Thu 18 Jul 6:00 pm – 10:00 pm
The Harrogate Tap
Webinar: Aligning Business & Wellbeing Priorities For Work-Life Balance
Historically business and wellbeing priorities were worlds apart. Fortunately, we now recognise the importance of a dual approach.
Wed 31 Jul 12:00 pm – 1:00 pm
Anna Reddy, Leap Health
Webinar: Meeting Effectiveness
Get the most from your meetings - meet us at this webinar to find out more!
Tue 06 Aug 12:00 pm – 1:00 pm
Anna Reddy, Leap Health
Previous events
Cyber risks in a world of increasing AI - In-person CPD Seminar
Join us for this fascinating exploration of cyber risks and incidents associated with the fast-moving developments of AI.
Tue 02 Jul 12:00 pm – 2:00 pm
Harriet Davies, Clyde & Co LLP
Webinar: Insurance for Technology companies
Join us for this webinar arranged by the Harrogate Local Committee. The session will be delivered by underwriters from Hiscox Specialty Technology team.
Tue 18 Jun 12:00 pm – 1:00 pm
Adam Atkins, Hiscox
CPD Webinar: Intermediate Marine Cargo Insurance
If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC).
Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk.
We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions
This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.
Wed 12 Jun 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
Summer BBQ
We are very excited to announce our summer BBQ!
Our social events are aimed at bringing members of the local insurance and financial services community together.
We'd love to welcome you for a fun evening of networking and food. This informal event gives you the chance to catch up with fellow insurance professionals and to meet your local insurance institute council.
Thu 06 Jun 5:00 pm – 10:00 pm
Lamb & Flag
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 1:30 pm
Tom Flatau, TWI
Evolving Leadership Programme 2024
The Insurance Institute of Leeds is offering you the chance to join a course specifically designed to help you develop and enhance your Leadership Skills. We are looking for people who are at the start or in the middle of their own leadership development and who have a strong desire to develop personally.
Wed 15 May – Wed 23 Oct