Previous events

All previous events

Men's Mental Health

  • Thu 09 Feb 12:00 pm – 1:00 pm
    • Claire Russell
    • Steve Heath, MHIB

This session considers how we can work towards a world where men take action to be mentally well, and are supported by those around them; and where men and boys are comfortable having conversations about the big things in life.

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AF4 Investment Planning Revision Day- 08/02/2023

  • Wed 08 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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Big Data and the Importance of Small Data and its Relevance to Insurance

  • Tue 07 Feb 12:00 pm – 1:00 pm
    • Gary Nuttall

We will explore some of the risks it poses when used incorrectly and why data quality is important. We will also see how a single character typed in to a system incorrectly bankrupted a previously profitable business.

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AF7 Pension Transfers Revision Day- 06/02/2023

  • Mon 06 Feb 9:30 am – 4:30 pm
    • Steve Davies

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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An Introduction to Artificial Intelligence/Machine Learning and how it is Being Adopted in Insurance.

  • Wed 01 Feb 12:00 pm – 1:00 pm
    • Gary Nuttall

In this webinar we will provide some basic definitions and explanations about what AI actually is and how it works, as well as providing examples of AI in use, in both our personal and business lives, with a focus on the insurance sector.

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How to Succeed with Your Inner Critic - Part 2: Getting to Know Your Critic(s)

  • Mon 30 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.

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Negotiations and the Relationship Paradox

  • Wed 25 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will show how relationships impact the negotiation process, how to set boundaries and how to handle them to ensure that you and your negotiation partner maximise value and don´t fall victim to the relationship paradox.

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AF1 Personal Tax and Trust Planning Revision Day- 25/01/2023

  • Wed 25 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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An Introduction to Blockchain and Cryptocurrency and the Impact on Insurance

  • Tue 24 Jan 12:00 pm – 1:00 pm
    • Gary Nuttall

The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.

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Financial Stress and Mental Health

  • Mon 23 Jan 12:30 pm – 1:30 pm
    • Claire Russell
    • Steve Heath, MHIB

In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Unleashing Your Potential

  • Wed 18 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

The key to psychological fitness and the link to rest and recovery: understanding how to manage the risks.

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STILL TIME TO BOOK - NE Institutes Webinar: Blackfinch EIS & VCT Meet the Manager & Tax Year End Planning

  • Tue 17 Jan 10:00 am – 11:30 am
    • Dr Reuben Wilcock, Blackfinch Investments
    • Anna Brooksbank, Blackfinch Investments

Looking at the methodology behind the investment decisions and the creation of ground-breaking solutions that could become the household names of tomorrow.

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How to Succeed With Your Inner Critic - Part 1: Your Concept of Success

  • Mon 16 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.

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R06 - Financial Planning Practice Revision Day- 11/01/2023

  • Wed 11 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 January 2023 exam.

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Inflation and the Insurance Considerations

  • Thu 05 Jan 12:00 pm – 1:00 pm
    • Nick Thomas

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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Webinar: Attracting Diverse Professionals to The Insurance Industry

  • Tue 29 Nov 12:00 pm – 1:00 pm
    • Vivine Cameron, CII

Join us to explore how a business can increase diversity amongst its employees, especially where there is a need to do so at school leaver-plus age.

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Annual Dinner 2022

  • Fri 25 Nov 7:00 pm – 11:59 am
  • Crowne Plaza

Our glamorous black tie and diamonds annual dinner will be held 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 and guests there. Tables are available (usually of 10) or you can reserve individual places.

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Financial Awareness - A Plain English Overview

  • Tue 22 Nov 1:00 pm – 2:00 pm
    • Alan Chandler

This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account, a cash flow statement and how these can be read easily by non-accountants.

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NEW DATE: 'From Devastation to Restoration' - North East Insurance Institutes one-day Seminar

  • Tue 22 Nov 9:00 am – 4:30 pm
  • Wetherby Racecourse
    • Damian Glynn, Sedgwick
    • Ola Jacob Raji, Floodflash
    • Colin Kite, Polygon Damage Control
    • Steve Mitchell, Polygon Damage Control
    • Keith Tuffin, Forensic Accounting Bakertilly

NEW DATE: We're delighted to return to a face-to-face event for the North East Insurance Institutes' flagship annual seminar. We will again follow a 'real life case study' format, exploring and discussing all aspects with our panel of renowned industry experts.

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5 communication habits of highly effective negotiators.

  • Tue 08 Nov 12:30 pm – 1:30 pm
    • Jeff Heasman

This session focuses on communication strategies in negotiations, specifically in the context of insurance and financial services.

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