Programme
09.00 Registration and coffee
09.55 Chairman’s welcome
Andrew Tjaardstra, editor, Professional Broking
10.00 Economic update
- Overview of the current economic situation
- Assessing the impact of the recession on Financial Services
- Outlook for the future
Graeme Leach, chief economist, Institute of Directors
10.30 Regulatory update
- Developments in the regulatory landscape and what they mean for you
- Treating Customers Fairly
- Financial management and accurate reporting
- Current and future hot topics
Terry Saunders, small firms division, Financial Services Authority
11.00 Questions and comments
11.15 Coffee and Networking
11.45 Seminar sessions
Delegates will be able to choose from four longer, more interactive seminar sessions on specific issues affecting broker managers
12.45 Lunch and Networking
13.45 How and why the fittest brokerages will simply not survive but prosper
- Planning for success - balancing short term priorities against long term growth
- Taking out costs without impacting your customer relationships
- Customer intelligence and analytics, improving retention and promoting up and cross selling
- Why the need for leadership is now greater than ever
Kevin Millar, senior manager, District Business Consulting
14.05 Life as an insurer and what keeps me awake at night
- Review of the last 12 months from an insurer’s perspective
- Impact of economic climate on our industry
Mike Crane, commercial director, LV= Broker
14.25 Broker case study
This presentation will take a look at how one successful broker has managed to build and maintain a profitable business against the backdrop of a challenging market environment.
Jeff Herdman, group managing director, Oval
14.45 Coffee and networking
15.15 Interactive panel debate
Your chance to air your views on key topical issues… and put our expert speaker panel on the spot with your questions.
Chaired by Andrew Tjaardstra, editor, Professional Broking
