Previous events

All previous events

CPD event Tuesday 21 January 2020 - ESG Investing

  • Tue 21 Jan 6:00 pm – 7:00 pm
  • Novotel York
    • Graham Finley, BMO Global Asset Management (EMEA)

Asset management has been transformed recently by: the cultural changes that followed the financial crisis, the rise of technology, the growth in regulation and the expansion of Emerging Markets. The most profound however, and the most exciting is the debate about the purpose of Investing. Across the financial sector, there is growing recognition that whilst of course delivering financial returns is our objective, we also need to analyse how our actions - or inactions - have an impact on the world’s needs. Responsible investment is an umbrella term that incorporates a range of practices and approaches in considering the key environmental, social and governance (ESG) risks, opportunities and impacts of the investing. This takes many forms and has evolved from being primarily an exclusionary approach to one of integrating analysis of relevant ESG issues into investment processes; engaging in dialogue with companies on significant matters related to ESG issue; reducing risk; improving performance; encourage best practice and underpinning long-term investor value.

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CPD event Tuesday 19 November 2019 - Explosion investigations

  • Tue 19 Nov 6:00 pm – 7:00 pm
  • Novotel York
    • Charlie Gardner, Burgoynes Consulting Scientists and Engineers

This presentation by Charlie Gardner will provide you with an understanding of types and characteristics of explosions, some basic combustion explosion theory, investigation techniques and will include case studies.

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CPD event Tuesday 15 October 2019 - Risk Solutions

  • Tue 15 Oct 6:00 pm – 7:00 pm
  • Novotel York
    • Debra Sales, Aviva

The presentation will help you to identify opportunities in having financial protection as an integral part of your business model. Understand the changing landscape and need for protection later in life. Broaden your understanding of wealth preservation and how this can fit in with your recommendation. Understand the financial impact of a critical illness such as cancer.

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Cocktail Masterclass

  • Thu 26 Sep 6:30 pm – 8:15 pm
  • The Principal Hotel

Do you enjoy a cocktail? Would you like to know more about making cocktails? We are delighted that we have been able to arrange a "Cocktail Masterclass" evening where you can learn about the origins of cocktails, be competitive by creating your own cocktail and network with your friends and colleagues. Tickets are priced at only £24.00 per head and your evening will commence with a cocktail and nibbles on arrival. Your first drink will be prepared by one of The Chapter House Bar's dedicated bar team who will explain its origins and answer your burning drinks questions. The bar team will prepare another cocktail and then you can get competitive by creating your own cocktail.

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'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019

  • Tue 24 Sep 10:30 am – 3:00 pm
  • Wetherby Racecourse

The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW

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CPD event Tuesday 17 September 2019 - Harnessing Drone Technology in the Insurance Industry

  • Tue 17 Sep 6:00 pm – 7:00 pm
  • Novotel York
    • Matthew Greaves , Drones On Demand

Drones regularly feature in the media - usually attracting negative publicity. This session aims to dismiss some of the myths surrounding drones and examine how they can be used to quickly, safely and accurately capture data for use by the Insurance Industry. Matthew will also be talking about some examples, completed in conjunction with Ecclesiastical Insurance Group.

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July CPD Event -" Advantage of Advice" A presentation by Angie Staunton APFS Business Development Manager, Vanguard Asset Management - Tuesday 23 July 2019

  • Tue 23 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Angie Staunton APFS , Vanguard Asset Management

The Advice Value Proposition is changing and so are client expectations! Driven by regulatory and technological pressure, fees are under the spotlight. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Advantage of Advice”.

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CPD & Supper Evening: Leaving the EU - the outcome?

  • Thu 06 Jun 7:00 pm – 10:00 pm
  • Mansion House York
    • Professor Trevor Williams

Leaving the EU: the outcome. The final part of the economic trilogy presentations by Professor Trevor Williams. In 2017 Trevor reflected on the referendum result, 2018 was an overview of the negotiations and in 2019, what is the outcome?

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May CPD Event - A better understanding of flood risk - Tuesday 21 May 2019

  • Tue 21 May 6:00 pm – 7:00 pm
  • Novotel York
    • Nicholas West, Flood Consult Ltd
    • Martin McDermid, Flood Consult Ltd

Flood Consult International has been setup to offer clients from commercial, industrial, insurance and utility sectors a better understanding of their flood risk and how to defend against it. The core staff at FCI have over 25 years’ experience of working in the flood defence industry during which time we have offered consultancy and designed solutions for a variety of assets from a minor extension on a warehouse to a nuclear power station.

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April 2019 AGM - Tuesday 16 April 2019

  • Tue 16 Apr 6:00 pm – 7:00 pm
  • Novotel York
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An insight into professional negligence. A presentation by Jonathan Watmough, Keystone Law

  • Tue 19 Mar 6:00 pm – 7:00 pm
  • Novotel York
    • Jonathan Watmough, Keystone Law

Like it or not, negligence claims have become part and parcel of professional life. Jonathan specialises exclusively in resolving professional negligence claims and has done so for over 15 years. Having previously defended such claims (at DAC Beachcroft, Mills & Reeve and Womble Bond Dickinson) for professional indemnity insurers, Jonathan now acts for claimants and uninsured defendants, both in relation to claims and any policy disputes arising from them.

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February 2019 CPD Event -Tuesday 26 February 2019 - A presentation by Peter Smith Professor of Economics & Finance, University of York

  • Tue 26 Feb 6:00 pm – 7:00 pm
  • Novotel York
    • Peter Smith , University of York

The UK pensions industry is, like those of a number of countries, transforming from one dominated by Defined Benefits (DB) to Defined Contributions (DC) schemes. The transfer of investment and longevity risk to individuals is a challenge for all. The impact of these developments has been amplified by the ‘pensions freedoms’. Amongst the investment risks, sequence risk is an under-discussed issue. Addressing this source of risk opens the door to a durable and sustainable approach to the design of DC schemes in both accumulation and decumulation..

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February 2019 CPD Event -Tuesday 19 February 2019 - A presentation by Mick Husband - Round the World Yacht Race crew member

  • Tue 19 Feb 6:00 pm – 7:00 pm
  • Novotel York
    • Mick Husband, Clipper Round the World Race Crew Member

From Underwriter to round the world yachtsman, Mick is an inspiration to all. Could you take on a challenge?

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January 2019 CPD Event - Tuesday 22 January 2019 A presentation by Fiona Andrews, Dementia forward

  • Tue 22 Jan 6:00 pm – 7:00 pm
  • Novotel York
    • Fiona Andrews, Dementia Forward

Dementia is a condition which has touched many of us, both personally and professionally. In this engaging and educational presentation, Fiona Andrews of local charity Dementia Forward will provide a greater understanding of the complexities of Dementia, allowing all attendees to be better informed about the difficulties and sensitivities that surround this subject.

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November 2018 CPD Event - Tuesday 20 November 2018 - A presentation by Sharon Richardson

  • Tue 20 Nov 6:00 pm – 7:00 pm
  • Novotel York
    • Sharon Richardson, Crombie Wilkinson Solicitors
    • Sharon Richardson, Crombie Wilkinson Solicitors

Lasting Powers of Attorney. Problems & Pitfalls Digital LPAs - a step too far?

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October 2018 CPD Event - Tuesday 16 October 2018 - A presentation by Justin Urquhart Stewart

  • Tue 16 Oct 6:00 pm – 7:00 pm
  • Novotel York
    • Justin Urquhart Stewart, Seven Investment Management

Justin Urquhart Stewart will highlight some of the major issues around investment and especially when put against today’s global economy and world indices.

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September 2018 CPD Event - Tuesday 18 September 2018 - A presentation by Maina Wagiciengo MSc ACMA

  • Tue 18 Sep 6:00 pm – 7:00 pm
  • Novotel York
    • Mr Maina Wagiciengo MSc ACMA, Sedgwick Cunningham Lindsey UK

This presentation will cover an overview of key components of a BI claim and using recent cash examples highlight some of the challenges that arise during quantification of claims.

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July 2018 CPD Event - Tuesday 24 July 2018 - A presentation by Craig McPherson, Sanlam Financial Services

  • Tue 24 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Craig McPherson, Sanlam

RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT? It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.

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June 2018 CPD & Supper Evening with Professor Trevor Williams

  • Thu 07 Jun 7:00 pm – 10:00 pm
  • The Principal Hotel
    • Professor Trevor Williams

We're delighted to welcome back Professor Trevor Williams following his successful presentation in 2017 - join us for more candid and insightful views on the UK economy as Brexit looms closer.

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May 2018 CPD Event - Tuesday 15 May 2018 - Commercial Catering Fires - Policy Conditions and Warranties

  • Tue 15 May 6:00 pm – 7:00 pm
  • Novotel York
    • Dr Ian Woodward, Hawkins -Leaders in forensic investigation

The presentation will cover the common causes and fire spread issues in commercial catering fires with a focus on the typical policy conditions relating to commercial kitchens and frying ranges.

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