Forthcoming events

This month

Telephone Skills for Insurance & Financial Services Professionals

  • Thu 29 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

The power of talk is important. The power of active listening is equally important. This is impossible to achieve through email and therefore it is crucial to ensure that when using the telephone, appropriate skills are applied, whether you are making the call, or someone else is calling you.

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All forthcoming events

What causes a market cycle and are we heading into a soft market in 2024?

  • Fri 08 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.

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CPD Webinar: An Introduction to Marine Cargo Insurance

  • Wed 13 Mar 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.

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Coaching Skills for Managers

  • Thu 21 Mar 12:00 pm – 1:15 pm

This interactive session will provide tools and techniques for coaching and put into context how flexing your delivery style can produce different results tailored to the needs of each team member.

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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.

  • Fri 22 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can significantly affect policyholder’s premium and cover.

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Artificial Intelligence: a diversity and inclusion ticking time-bomb?

  • Tue 26 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman

In this webinar, we will explore the issues of how AI potentially impacts issues of diversity and inclusion in both our internal and external relationships and what we need to be doing now with this ticking time-bomb!

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Generative AI Tools: how they are shaping the way advice is given and how customers are responding.

  • Tue 02 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman

In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.

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Human v Automated Decision-Making: have we gone too far?

  • Tue 09 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman

Based on doctoral research being conducted by Jeff Heasman and other sources of research and industry insights, this thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.

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In Person CPD Event: Networking - A Professional Approach

  • Tue 23 Apr 12:30 pm – 1:30 pm
  • AMP
    • Nick Thomas, Nick Thomas & Associates

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.

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Can We Trust AI in Insurance?

  • Thu 09 May 12:30 pm – 1:30 pm
    • Jeff Heasman

The issues of digital trust and responsible AI are amongst the most important issues facing the insurance industry. But what do we mean by digital trust and responsible AI? How does trust manifest itself in an increasingly digital and automated world?

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The Impact and Role of Trust in Diversity & Inclusion

  • Tue 28 May 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will explore how trust manifests itself in our relationships and how this plays a critical role in diversity and inclusion within the insurance and financial services industries.

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The Five Key Habits of a Trusted Advisor

  • Tue 04 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.

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The Impact and Role of Trust in Claims

  • Thu 06 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will examine what exactly trust is, how it is gained, and then regained if potentially lost.

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Building and Maintaining Trust in the Modern Hybrid Workplace

  • Thu 13 Jun. 12:30 pm
    • Jeff Heasman

This webinar will examine the essential aspects of organisational trust in terms of how it is formed and then maintained in our working relationships. We will also look at solutions to the unique challenges that trust can pose in hybrid working models.

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