Previous events

All previous events

5 Skills of a Future-Proofed Advisor in Insurance & Financial Services

  • Wed 11 Oct 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

The way we work as professional advisors is changing at a rapid pace. With the growth of Generative AI, automated processes and decision-making, we need to understand how we must adapt to ensure we remain a valuable asset to our clients and a trusted advisor.

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NextGen Month Workshop 3: Meta Learning - Improve your Ability to Learn

  • Fri 06 Oct 12:00 pm – 1:30 pm
  • Online
    • Michael Quigley, Kataholos

We are joined again by Michael at Kataholos to explore different ways in which we can improve our ability to learn!

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NextGen Month Workshop 2: 5 Types of Motivation

  • Wed 04 Oct 5:30 pm – 7:30 pm
  • Bristol Harbour Hotel
    • Michael Quigley, Kataholos

This high energy in-person motivational training course with Michael from Kataholos will deepen your understanding of what motivation is, how it works, and will empower you with a process to be consistently, strongly motivated for the rest of your life! As well as this, there will also be networking opportunities throughout the evening with both drinks and food being provided!

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NextGen Month Workshop 1: LinkedIn Workshop

  • Tue 03 Oct 12:00 pm – 1:00 pm
    • Anthony Maddalena, Powercall Global Training Limited

Our training session takes into account the fact that LinkedIn is one of the most powerful and extensive tools for networking and creating opportunities at a professional’s fingertips, and yet it is often one of the most under-utilized! This session will equip those who wish to achieve more from LinkedIn with all the necessary tools to create a truly “magnetic” profile that draws the right attention, and which projects the best impression when networking. • LinkedIn Overview- a review of why LinkedIn is such a great place to promote yourself to employers • How to Create a Winning Profile including: o Key elements to address (the five areas that must be optimised.) o Benefits of Keywords o Creating a Headline for your Profile that attracts interest (the Value Driven Pitch) • Engage in the most effective way to generate opportunities (how to break the ice) • Quick Fixes • Why your Profile may not be working • Profile Feedback – 2-3 Attendees who have granted permission for their Profiles to be reviewed will receive actionable feedback from the trainer.

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Intro to Reinsurance

  • Mon 02 Oct 12:30 pm – 1:30 pm
  • Online
    • Zing365

In this session we will be taking a look into the basics of reinsurance. We will look at why reinsurance is important to the insurance industry and the various forms it takes. We will also look at some case studies that demonstrate the role re-insurance plays within the global insurance industry This course is ideal for those new to insurance as well as those working within the industry who want further knowledge. It is also a useful course to those studying for their CertCII

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All Change: 2 years in which the Supreme Court transformed the way we and our clients do business.

  • Thu 28 Sep 12:30 pm – 1:30 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M, Upskill insurance

This webinar will explore the changes made by the Supreme Court that has impacted how we and our clients do business. From the FCA Test Case on business interruption to the Uber Test Case, the decisions on vicarious liability to the judgments on professional negligence, the Supreme Court has certainly had a busy and productive couple of years.

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Leading the Way on Organisational Wellbeing

  • Wed 27 Sep 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

This webinar explores the fundamentals of organisational wellbeing as the world emerges from the grip of the Covid19 Pandemic. This is a great place to start if the key people in your organisation want to know what the components are of a successful mental health & wellbeing strategy.

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IDD The Insurance Marketplace

  • Mon 25 Sep 12:30 pm – 1:30 pm
  • Online
    • Zing365

This course takes a look at how insurance started and its place today. It will focus on the major players within the insurance market and where Insurance in London & the UK sits within the global marketplace.

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The Great Charity Wine-Off England v Chile

  • Thu 21 Sep 6:00 pm – 10:00 pm
  • The Paragon
    • Jeff Heasman

In aid of Guide Dogs, this charity wine-off event pitches 3 English wines against 3 Chilean wines in a curtain raiser for the England v Chile game in the 2023 Rugby World Cup.

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Managing Anxiety through Change

  • Wed 20 Sep 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.

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Resilience for Good Wellbeing

  • Wed 13 Sep 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

Resilience is fundamental to good mental health and success in business/work and life. This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build your and your team's resilience. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe.

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Understanding how a Director can be personally sued

  • Fri 08 Sep 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability. For broking staff advising on D&O, gaining a full understanding of directors personal duties under the Companies Act will enable them to more clearly identify why no director can afford to be without D&O cover. Ironically, if a director refuses D&O without consulting their fellow directors, they have massively increased their own personal D&O exposure, due to the Companies act.

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An evening with ARAG: An overview of the Fixed Recoverable Costs and it's practical implications

  • Thu 07 Sep 5:30 pm – 8:30 pm
  • Bristol Harbour Hotel
    • Nicholas Lee, Paragon Costs Solutions
    • Ben Parkinson-King Dip CII, ARAG plc

The IIB has teamed up with one of Bristol's leading legal expenses insurers to deliver an exciting seminar and Networking event. Nick Lee from Paragon Costs will provide a 45-minute presentation in relation to the Fixed Recoverable Costs being introduced in October 2023. This presentation will provide an overview of the key changes and identify the likely tension areas. Nick will also provide an update on any other key developments from the costs world. You will learn the essence of the changes, gain an understanding of the challenges ahead and be better informed to make decisions in the best interest of your insured clients. Ben Parkinson-King will follow the presentation with an introduction to ARAG and will explore the implications of the Fixed Recoverable Costs. Following the hour long seminar, ARAG and the IIB will be hosting a networking event where drinks and canapes will be provided. This is great opportunity to ask questions and meet the speakers.

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Managing Stress & Avoiding Burnout

  • Wed 06 Sep 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

During this 1-hour webinar, participants will learn about the effects of stress, how to manage stress, the link between burnout and mental health and how to avoid burnout. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe within an online environment.

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Leadership and motivation in the insurance market

  • Fri 01 Sep 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance

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Personal lines conditions, warranties and policy wordings

  • Tue 29 Aug 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right.

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Bristol ARC Volunteering Day

  • Thu 24 Aug 9:30 am – 4:00 pm

We have an exciting opportunity for a volunteering day with us at Bristol Animal Rescue Centre (Bristol ARC). Spaces extremely limited - first come, first served!

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Eating for Mental Wellness

  • Wed 23 Aug 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

What we eat doesn’t just affect our physical health: it can also affect our mental health and wellbeing. The relationship between our diet and our mental health is complex. However, research shows a link between what we eat and how we feel. This 1-hour webinar session will explore the relationship between what we eat, how we eat, and mental wellness.

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5 Habits of Highly Effective Claims Handlers in Insurance (1)

  • Thu 17 Aug 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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Moving Beyond Labels: what wine can teach us about diversity and inclusion

  • Wed 09 Aug 6:00 pm – 8:00 pm
  • Bristol Harbour Hotel
    • Jeff

With a desire to encourage more members to get involved in the diversity and inclusion discussion, the Insurance Institute of Bristol are offering this social CPD session combining wine and learning content.

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