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Current events

Engage with peers and experts on the issues that matter to you and your firm at a mix of summits, roundtables and seminars.

Leading in Innovation

Tuesday 20 November 2018

Strategy & Marketing

Digital technologies provide multiple opportunities to innovate the ways in which businesses plan, recruit, grow, strategize, and operate, but do we always know how to maximise these capabilities.

Leading in Innovation offers two different perspectives on innovation strategies and technology in professional services.  Our two highly respected specialists discuss firms' priorities, available evidence, and essential skills.

Serving as a NED at a corporate

Thursday 22 November 2018

Firmwide Leaders

Most advisers believe that they will have an easy path to NED appointments. They are in for a rude awakening as most Board members see advisers as excessively prudent and risk adverse, with a tendency to focus on the minutiae. Firmwide leaders do have some potential to differentiate themselves from these perceived shortcomings on the basis they have a different role.

The Future Workplace

Tuesday 27 November 2018

People, Performance & Culture

In this first session, we take a practical look at the positive and negative impacts of disruption, and how firms and individuals are evolving their people strategies to adapt and thrive.  

Practical futurist Andrew Grill shares his actionable insights working with large and small companies around the world.  Deborah Gray, co-founder and Director of Totum, shares her observations of professional firms, and candidates’ priorities over the last three years as the sector undergoes transformational change.  

Effective marketing

Tuesday 11 December 2018

Firmwide Leaders

Effective marketing operates at multiple levels:

  • Clarity over the purpose of the firm
  • Alignment of the firm’s marketing activities to its business objectives
  • A brand that is aligned with the way that client services are delivered in practice
  • Promotional activities that engage clients and targets.

The Leadership Summit

Monday 28 January 2019

Excellence Summits

This summit promises rich and diverse insights into the practical approaches available to professional firm leaders to address their priroties, including:

  • The nature of professionals; why it is difficult to lead them
  • The producing manager dynamic
  • The service profit chain and how that impacts engagement leading and peers leading peers.

The keynote presentations will be followed by an expert panel discussion and audience Q&A.

The Strategy Summit

Monday 18 March 2019

Excellence Summits

more information to follow ....

The Productivity Summit

Monday 03 June 2019

Excellence Summits

more information to follow ....

The Leadership Summit

Monday 11 November 2019

Excellence Summits

more information to follow ....