Previous events

All previous events

Young Professionals' Group AGM

  • Mon 21 Feb 6:00 pm – 7:00 pm
  • Allianz Insurance
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Webinar - Property insurance, dealing with under insurance and 15% + rate increases in 2022

  • Mon 21 Feb 12:00 pm – 1:00 pm
    • Alan Chandler

The presentation will look at what clients need to take into when settling Buildings sums insured, why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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Webinar - Leadership styles for hybrid working

  • Wed 16 Feb 12:00 pm – 1:30 pm
    • Katharine Jones

This workshop provides an introduction to Leadership Styles giving you an insight into your own potential and how this can be developed.

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Webinar - Inner Critic part 2 – Getting to know your critic (s)

  • Thu 10 Feb 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - The art of unknowing

  • Wed 09 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

Through learning to rethink our assumptions and learning to unlearn we are able to make better strategic decisions for ourselves and our clients, create more collaborative cultures and harness creativity. This webinar will teach you how to find wisdom and happiness through new ways of thinking.

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Webinar - Cross sales & growing existing accounts

  • Tue 08 Feb 1:00 pm – 2:00 pm
    • Nick Thomas

This session builds the vital awareness of factors that prevent cross selling at organisational, team and individual levels, before unlocking the secrets to cross sales success.

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North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?

  • Tue 08 Feb 10:00 am – 11:00 am
    • Stephen Wilkinson, Charles Wilkinson Financial Planning Ltd

Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?

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AF4 Investment Planning Revision Day- 04/02/2022

  • Fri 04 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Webinar - Creating and claiming value in negotiations

  • Wed 02 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market.

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AF5 - Financial Planning Process Revision Day- 02/02/2022

  • Wed 02 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the February 2022 exam.

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AF7- Pension Transfer Two Half Revision Days- 31/01/2022 & 01/02/2022

  • Mon 31 Jan – Tue 01 Feb
    • Steve Davis

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Webinar - Inner Critic part 1 Concept of success

  • Thu 27 Jan 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - SURE – a new technique to ensure clients have understood your advice

  • Wed 26 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

In this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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Webinar - Restoring Trust in Insurance by improving customer service

  • Tue 25 Jan 1:00 pm – 2:00 pm
    • Bernard Thornton

At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.

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Webinar - An introduction to Parametric insurance

  • Wed 19 Jan 1:00 pm – 2:00 pm
    • Nick Thomas

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood.

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Webinar - Developing a Growth mindset

  • Tue 18 Jan 12:00 pm – 1:30 pm
    • Katharine Jones

Find out more about your own mindset and see how developing a growth mindset can help you get better results and achieve your potential in current and future roles.

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Webinar - The purpose of duty and a major new approach to Professional Negligence claims from the Supreme Court

  • Wed 12 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claim being made against them, as well as looking at how the decisions will impact claims.

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Webinar - How to correctly advise your clients on setting correct indemnity periods

  • Tue 14 Dec 1:00 pm – 2:00 pm
    • Alan Chandler

How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods. This one hour webinar will examine all the different factors a client needs to take into account when setting an indemnity period.

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North East Institutes Webinar: Building Resilience and Sustainability in the 21st Century

  • Tue 07 Dec 10:30 am – 12:00 pm
    • Dr Jim Glockling, RISCAuthority
    • Ian Gibbs, Sedgwick
    • Matt Barker, RAB Consultants Ltd

This webinar explores what the terms Resilience and Sustainability mean in an Insurance related context, including an overview of current legislation as it relates to building resilience and sustainability and an introduction to the imminent Building Safety Act. We also look at today’s housing stocks, current resilience measures (pre and post incident damage), and current innovative thinking.

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Annual Dinner 2021

  • Fri 26 Nov 7:00 pm – 12:30 am
  • Crowne Plaza

Our glamorous annual dinner will be held on Friday 26th November 2021 at 7pm at the Crowne Plaza, Newcastle. We are looking forward to an evening of entertainment, good food and lots of laughs - we hope to see you and your colleagues there.

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