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

Thursday 7 November 2024, 1:30 pm - 4:30 pm
The Beaufort Hotel
CPD

We’re excited to invite you to our upcoming ‘Lunch 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!

Lunch will be served – expect delicious soup and sandwiches to keep you fuelled for the afternoon!

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 –  Zane Hunter, Head of Strategic Exits at 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.

Venue

The Beaufort Hotel
11 Culduthel Road
Inverness
IV2 4AG
View in Google Maps

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

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3 1/2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Branko Bjelobaba FCII, Managing Director
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Michaela Pashley FPFS PoFP, Financial Adviser, Trainer, Technician, and Author
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