Events

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March 2026

The Future Marketing and BD Manager

A popular interactive full-day workshop for marketers and business developers who are looking to position and prepare themselves for their first management role. This is part of the well-established series of workshops supporting MBD professionals as they progress through their careers in the professional services sector. This workshop includes group exercises which provide ample opportunity […]
10 Mar
10:00 - 17:00
In Person
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AI Masterclass for practical insights you can use today

This practical workshop, led by Paul Roberts from MyCustomerLens, will show professional services marketers how AI can be applied in realistic, day-to-day ways to support modern marketing teams. It will explore how MyCustomerLens uses different AI approaches to analyse always-on client listening data and turn continuous feedback into clear, actionable insights for the firm. Paul […]
12 Mar
12:30 - 14:00
Beauchamps Solicitors
Riverside Two, Sir John Rogerson's Quay, Dublin 2, D02 KV60 IRELAND
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Cross-selling and referrer management accelerator

Every professional service firm knows that cross-selling makes sense yet so few manage to maximise the potential of internal referrals. Some practice groups are almost entirely reliant on recommendations from external organisations – how do they get more? This workshop offers delegates the opportunity to share experiences and develop new approaches to accelerating their referrer […]
17 Mar
09:30 - 13:00
Online
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Reimagining Marketing & Sales: Elevating Performance Through AI Differentiation

Following the successful launch of the PM Forum India Chapter last year, we are delighted to invite you to the second Mumbai roundtable of the India Chapter. Theme of the Evening: “Reimagining Marketing & Sales: Elevating Performance Through AI Differentiation ” This interactive session brings together brand, marketing, communication, and sales professionals from the professional services sector to explore how […]
20 Mar
16:30 - 18:30
Khaitan & Co. One World Centre 10th, 13th & 14th Floor, Tower 1C 841 Senapati Bapat Marg Parel Mumbai 400 013
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Email marketing and marketing automation

Every professional service firm knows that effective emails and marketing automation make sense yet so few manage to maximise their potential. This workshop offers delegates the opportunity to share experiences and develop practical new approaches. Topics covered include: Foundations of Effective Email Marketing Success factors for email marketing: Building on goal setting and exploring key […]
24 Mar
09:30 - 13:00
Online
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Driving Growth: Next-Gen M&BD strategies for success in challenging times

Join us for a live discussion of senior marketing leaders as they share CMO-level insights on how professional services firms are reshaping Marketing & Business Development activities to drive growth in a market defined by economic uncertainty, fee pressure and rapid AI adoption. In this webinar you will: Discover how CMOs are reallocating budgets and […]
25 Mar
12:00 - 13:00
Online
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April 2026

Practical and professional skills for marketing/BD assistants

A popular half-day interactive workshop – now online – for those with a basic understanding and some experience of marketing/BD who would like to develop their marketing/BD knowledge, skills, role and career within a professional service firm. In ‘Thinking’ we review core theories and explore planning processes. In ‘Doing’ we develop and share best practice […]
09 Apr
09:30 - 13:00
Online
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The Proactive Marketing and BD Executive

This is a popular interactive full day workshop for senior marketing/BD assistants and executives who want to a) move from responsive service provision into a proactive advisory role and b) grow into more managerial, strategic and client-focused areas. This intensive workshop expands on the themes in the Practical and Professional Skills for Marketing and BD […]
15 Apr
09:30 - 17:30
Online
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Client listening masterclass

Break out of a single sector silo and join your peers from across professional services for the launch of PM Forum in Barcelona, Spain. Client listening is a strategic priority. What is it and why are leading firms embracing it? Explore ways to grow your firm through organising an effective client listening programme. Business development […]
16 Apr
15:30 - 17:30
RocaJunyent Aribau 198 8036 Barcelona
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Getting the most from LinkedIn

This session is all about getting the most out of LinkedIn, whether you’re using it as an individual, managing a company page or supporting fee-earners who are using it to promote their personal brand.. We’ll cover how to make a profile stand out, share content that gets noticed, and engage with your audience in an […]
21 Apr
09:30 - 13:00
Online
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