Events

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April 2025

The Proactive Marketing Executive – FULLY BOOKED

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 Assistants workshop […]
16 Apr
09:30 - 17:30
Online
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The Art of Listening

When the whole world is in ‘storytelling’ mode, who’s listening? And do we have the skills – individually and organisationally – to really listen? Listening – without filters – to your people, clients and community is the keystone to building reputations, strengthening relationships and generating revenues. In short, meaningful listening powers growth. And in professional […]
23 Apr
12:00 - 12:45
Online
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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 […]
24 Apr
09:30 - 13:00
Online
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In it to win it – Latest trends, lifecycle and working with non-MBD teams to deliver winning RFPs

Bids/pitches/proposals – whatever your terminology, tendering is a core part of winning new client work in all areas of professional services. Whether you have a dedicated pitch team, or your BD and Marketing team handle your bids, the pitching landscape regularly evolves with changing client demands, branding trends and technology. On top of that many […]
29 Apr
12:00 - 13:00
Online
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Campaigns, Croissants and Coffee

Come and join us for our very first breakfast networking event for the PM Forum in Wales. Over coffee and croissants, you’ll get to hear short, but insightful, presentations from integrated agency, Freshwater, and law firm, Hugh James, about two of their campaigns. Caitlin Thomas, Head of Digital at Freshwater, will talk about the digital […]
30 Apr
08:30 - 09:45
Hodge House Coffee Lounge
114-116 St Mary Street, Cardiff CF10 1DY
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May 2025

Impact, assertiveness and effectiveness for assistants and executives

This online half day workshop is for marketing and business development assistants and executives who are keen to develop their impact, assertiveness and effectiveness. These skills and approaches will help improve relationships with team members and fee-earners and thus enhance reputation, role and contribution. The focus is on personal and interpersonal communications skills in a modern […]
01 May
09:30 - 13:00
Online
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How to turn strategic thinking into marketing success (without blowing your budget)

Marketing is evolving faster than ever before, and staying ahead of these rapid changes is essential. Clients are discovering products and services in entirely new ways—whether through social media, generative AI, or personalised online experiences. Firms that embrace these emerging channels and tactics will thrive in an increasingly competitive digital landscape. Importantly, and perhaps counter […]
01 May
12:15 - 14:00
Albert Goodman
Goodwood House, Blackbrook Business Park, Taunton TA1 2PX
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Helping fee earners prepare the perfect pitch

Marketing and business development delegates will develop a step-by-step approach to support fee-earners in effective pitching and tendering. This intensive online workshop covers a wide range of relevant skills (including selling), research, resources and processes to help prepare perfect bid documents and pitch presentations and thus increase the conversion rate. Topics covered Introduction (Exercise: Challenges) Module 1 […]
14 May
09:30 - 13:00
Online
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Planning digital campaigns and content strategy

Fundamentals of Digital Marketing Strategy What is strategy? How to create a marketing plan: Identifying key areas to include in your strategy: goals, audience, budget, measurement (GA4, GSC, social, dashboard etc) Identifying business goals and key tips on how to decide where you need to improve – when is the right time to get a […]
29 May
09:30 - 13:00
Online
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June 2025

Towards KAM and ABM – Helping fee-earners with client relationship management

This half-day workshop explores how to design and implement a Key Account Management (KAM) programme. It provides a selection of models, tools, techniques and ideas to help marketing and BD professionals whether they are new to KAM or manage existing programmes. It also shows how we can help fee-earners create more effective relationships with their major […]
03 Jun
09:30 - 13:00
Online
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How to choose, setup and manage a CRM database

If you ask yourself questions like… “What will a CRM database do for our firm?” “It’s confusing, which is the right CRM for our firm?” “Who do we know at / Who is doing what with…?” “What introductions have we given to / received from…?”, or “Nobody uses our current CRM database, should we swap […]
09 Jun
09:30 - 13:00
Online
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