Events

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October 2025

Client led listening

The majority of professional services firms have client feedback programmes in place. Some have developed these programmes to strengthen their key client relationships, others use them to shape strategy. Regardless of the objective, at the heart of each programme are conversations with clients. However, how often do we stop to think about the foundations of […]
14 Oct
12:30 - 14:00
Mills & Reeve LLP (Manchester)
1 Circle Square, 3 Symphony Park, Oxford Rd, Manchester M1 7FS
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Beyond Buzzwords: Inclusive Marketing in Action

As part of Black History Month “Standing Firm in Power and Pride” we are hosting a thought provoking conversation on how professional services firms can move beyond buzzwords to embrace inclusive marketing that drives authentic, impactful change. In this webinar, we’ll unpack what inclusive marketing really means in practice, explore how to embed inclusion authentically […]
15 Oct
12:00 - 13:00
Online
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From Connection to Revenue: Activating High-Impact Client Relationships

How do successful rainmakers transform casual connections into thriving, revenue-generating relationships? Join our panel of seasoned professional services industry sales and marketing professionals for an engaging, practical discussion inspired by the research behind the newly published book, The Activator Advantage – What Today’s Rainmakers Do Differently. This webinar offers actionable insights tailored for professionals in […]
16 Oct
17:00 - 18:00
Online
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Coffee convertors– Making client conversations meaningful

Casual meetings like a simple coffee catch-up with a client can be converted into powerful opportunities for business growth. Key topics to be explored at this in-person meeting include: Are you leveraging expertise across the firm effectively?  Learn how to bridge gaps, understand one another’s roles better and maximise available support. Are you boosting cross-selling […]
21 Oct
12:00 - 14:00
Hugh James 2 Central Square Cardiff CF10 1FS
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Selling processes and sales skills for marketing and BD professionals

Many marketers in business development roles have not had sales training and may lack selling experience. Many are locked out of sales situations except perhaps in tenders. Yet selling skills are key to building commercial client and referrer relationships. Many M&BD professionals are expected to coach fee-earners in targeting, identifying opportunities, converting leads and navigating […]
22 Oct
09:30 - 13:00
Online
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Making the most of marketing: the partner’s view

Effective and impactful marketing relies on strong relationships and communication between client advisory and marketing teams. Join your peers for an engaging event exploring what truly drives collaboration between client-facing fee earners and marketing teams. Through candid insights and real-world examples, you’ll discover: ·        What fee earners believe are the most effective forms of marketing for […]
23 Oct
12:30 - 14:00
Harper Macleod The Ca'd'oro 45 Gordon Street Glasgow G1 3PE
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Advancing the Dialogue on Professional Services Marketing

Following the successful launch of the PM Forum India Chapter earlier this year, and our inaugural roundtable in Mumbai on Firm Branding vs. Individual Branding, we are delighted to invite you to the first Delhi roundtable of the India Chapter. Theme of the Evening: “The Branding Crossroads: Balancing Cross-Sectoral Leadership with Client Demand for Super-Specialists” As clients increasingly seek sector-focused […]
24 Oct
16:15 - 18:30
1st Floor, Wing A&B, Prius Platinum D3, Saket District Centre, District Centre, Sector 6, Saket, New Delhi, Delhi 110017, India
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Analytics and measurement for digital marketing

Analytics and Measurement in Perspective Importance in digital marketing: Exploring the significance of analytics in understanding customer behaviour and driving data-informed decisions. A brief history of web analytics and its evolution Application in strategy: How analytics shape marketing strategies and contribute to business growth Key Terminology and Core Reports Essential Google Analytics terms: Unpacking key […]
28 Oct
09:30 - 13:00
Online
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CEO Townhall

Join us this October for the PM Forum Annual Review 2025, a flagship event bringing together marketing and business development leaders from across professional services. Led by Richard Chaplin, CEO of PM Forum, the session will provide a clear and engaging overview of how the Forum is evolving to support members in the year ahead. […]
30 Oct
12:00 - 13:00
Online
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November 2025

Introduction to coaching and mentoring skills

This is an interactive workshop for marketing and business development professionals led by a qualified and experienced professional coach/mentor. It provides an introduction to coaching and mentoring models and skills and a range of practical tools. It includes exercises to allow ideas to be applied and for the relevant skills to be developed for use […]
04 Nov
09:30 - 13:00
Online
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Hybrid, Human, High‑Impact: Rethinking Client Events in 2026

Designing events that clients actually value, and generate ROI, is a holy grail for professional services firms. Simple to say, but tough in practice. “We run strong webinars and smart dinners; we’ve got great people—so why don’t more of our events turn into deeper relationships and measurable impact?” is a familiar refrain from partners and […]
04 Nov
16:00 - 18:30
Burges Salmon One Glass Wharf Bristol BS20ZX
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