Mates to Managers

The Insurance Institute of Cardiff invite you to an online workshop on Mates to Manager

Event Details:

Wednesday 4^th November 2026 09:30 – 11:30am

The webinar will be run via Zoom, a global web-conferencing solution. Zoom is easy to use, a link and joining instructions will be sent to you at the time of booking.

** This session is limited to 15 delegates so will be on a first come first serve basis.

** You must be a member of The Insurance Institute if Cardiff to attend this session

About the session:

Many of us are promoted ‘from the ranks’ within our own business. Suddenly, the friends and colleagues that we worked alongside, now work for us! This can present challenges both for the new manager, and for those he/she now manages. This interactive and engaging 120-minute virtual [or in person] workshop arms new managers with the skills and mindset to successfully move from ‘mate to manager’.

Learning and Content:

• Understanding your colleagues’ point of view

• Establishing clear roles and responsibilities

• Explaining your goals and objectives

• The challenge of changing relationships

• The challenge of dealing with different personalities

• The challenge of developing new skillsets

• Feedback and performance conversations

Learning objectives:

Following this presentation the delegates will be able to:

• Understand how to transition confidently from colleague to manager, establishing professionalism, authority, and credibility

• Be able to step confidently from colleague to leader, setting clear boundaries while maintaining trust and respect

• Understand how to manage the inevitable issues and relationship challenges as they move from peer to leader

About the speaker:

The Course will be run by Nick Thomas and Rob Moon.

Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a widely qualified professional coach and trainer. Nick is an Economics graduate with over 25 years corporate insurance broking experience. He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.

Further information:

A link will be sent via your email address supplied at the time of booking. PLEASE DO NOT share this with anyone else.

Please note that this webinar will be hosted on the Zoom platform which may be restricted by some employers. Members may need to utilise their own personal devices in these circumstances to access the platform.