Events

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May 2025

Unlocking growth: How Marketing & BD teams drive value

As Marketing & BD professionals, our role centres on helping frontline advisers add value to client relationships. Yet how much time do we devote to considering the extent that our marketing activities are adding value across the firm, and where we could add more value? A consistent theme from the Forum’s Annual Marketing Benchmark and […]
22 May
12:00 - 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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Build your brand advantage

Whether you are seeking to maximise the impact of your existing brand or to embark on a rebrand programme, this interactive training workshop provides a strong foundation and practical guidance on where marketers can add most value. Through a mix of lectures, case studies, quizzes and discussion, the workshop will equip you with the key […]
10 Jun
09:30 - 13:00
Online
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How to use digital channels for effective BD and Marketing

Please join the next in-person event in Bristol, taking place on Tuesday 10 June from 4.00pm, kindly hosted by Osborne Clarke. The event will consist of a panel discussion, featuring in-house and agency experts. This is not a technical session aimed at digital marketing specialists, rather a broader event to guide marketing and BD professionals […]
10 Jun
16:00 - 18:30
Osborne Clarke
Halo, Counterslip, Bristol BS1 6AJ
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Responding to MBD opportunities and challenges in Ireland

How are Irish professional services firms planning to respond to local MBD opportunities and challenges in the coming year? It is a great privilege that Richard Chaplin, Forum founder and CEO, is joining fellow Irish members and guests to present the findings of the inaugural Ireland MBD Benchmark – see issues addressed below. An interactive […]
12 Jun
09:00 - 23:30
McCann FitzGerald
Riverside One, Sir John Rogerson's Quay, Dublin 2 D02 X576, Ireland
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Campaign development, thought leadership and project management

Much of the work of marketers and business developers involves creating and implementing campaigns that integrate marketing, selling and relationship management activities – whether for the firm, sectors or services. This half day online workshop guides you through the process of developing communications and thought leadership campaigns and introduces project management techniques. The workshop includes […]
18 Jun
09:30 - 13:00
Online
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Hands on guide to SEO

Introduction to SEO and Its Importance What is SEO? An overview of Search Engine Optimisation Why SEO Matters: Understanding its impact on digital marketing and online visibility Key SEO Concepts: Introduction to terms like SERP, organic traffic, keywords, etc. Understanding KPIs and SEO Metrics Defining Key Performance Indicators: What KPIs are and why they’re crucial […]
24 Jun
09:30 - 13:00
Online
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July 2025

Marketing and BD planning in a nutshell

Planning in the professions is always a challenge. This interactive workshop is designed for both those who are new to marketing and business development planning and for those who studied the subject with the CIM and need to get started in applying that knowledge in a professional partnership. It will also help those with specialist roles […]
02 Jul
09:30 - 13:00
Online
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Coaching and consulting skills for marketing and BD

Every day we help fee-earners understand what’s required for effective marketing and selling. And we have to change fee-earner expectations and behaviour. Excellent communication, coaching, and consulting skills are essential. This online workshop helps M&BD professionals transition from reactively responding to fee-earner requests to proactively helping them shape their ideas and plans. Topics Covered 1 […]
17 Jul
09:30 - 13:00
Online
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