Events

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September 2026

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. By the end of this workshop you will be able to choose the right email platform and KPIs for your […]
02 Sep
09:30 - 13:00
Online
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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 […]
08 Sep
10:00 - 17:00
In Person (London)
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AI in Marketing

This online workshop explores the role of artificial intelligence (AI) in marketing, covering key concepts, tools and ethical considerations. Participants will learn practical applications of AI such as chatbots and customer behaviour analysis and discover how to integrate AI into marketing strategies effectively. The session includes a focus on identifying AI opportunities, starting small-scale projects […]
15 Sep
09:30 - 13:00
Online
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Effective Client Listening as a Lever for Growth

Most firms use client listening to spot operational problems, but not as a lever for growth. The most successful are using client feedback to deepen relationships, increase loyalty and generate new revenue opportunities. Graham Archbold will look at how professional services firms can move beyond sporadic listening exercises and build a more commercial and embedded […]
17 Sep
12:00 - 13:00
Online
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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 […]
23 Sep
09:30 - 13:00
Online
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The 70 percent rule: what would/should BD teams do if 70% of tasks were taken care of by AI?

Legal Engine predicts that, by 2027, around 70% of today’s business development tasks could be carried out by AI agents.* This session will bring together a panel of senior BD and Marketing leaders to explore where teams are already reallocating their time, what they are stopping, and what they are doing differently. To demonstrate what […]
23 Sep
12:00 - 14:00
Hugh James 2 Central Square Cardiff CF10 1FS
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Creating a Leading Digital Marketing Strategy

In today’s fast-paced digital environment, developing a robust digital marketing strategy is essential for any business to remain competitive. This training session will guide participants through the process of creating and implementing effective digital strategies. We’ll explore essential components like conducting situational analyses, setting strategic budgets and defining success metrics. Participants will benefit from real-world […]
30 Sep
09:30 - 13:00
Online
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October 2026

PM Forum Annual Conference 2026

Frontline Confidence: Bridging insight, intelligence, and impact Professional services thrive on confidence — from the boardroom to the client meeting. Yet blind spots and knowledge gaps undermine confidence every day: vague strategy, unclear differentiation, low visibility of own firm expertise, reluctance to use AI tools or interact with colleagues, and poor understanding of the psychology […]
07 Oct
08:30 - 18:30
Cavendish Venues, The Minster Building
21 Mincing Ln., City of London, London EC3R 7AG
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Marketing and business development writing workshop

Content is once again king. This half day, in-person workshop allows delegates to explore and practice a variety of writing styles – as a journalist, digital marketer, brand spokesperson, blogger, social media influencer and even salesperson. And to improve the effectiveness of various marketing and business development writing activities by creating their own writing checklist. Delegates […]
14 Oct
09:30 - 13:00
In Person (London)
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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 […]
20 Oct
09:30 - 13:00
Online
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Unlocking Client Insights: Turning Feedback into Strategic Advantage

The aim of this workshop is to help MBD professionals understand the critical role client listening and research play in shaping marketing strategies, driving business development, and enhancing client experience. By exploring practical tools and systems, participants will learn how to gather, interpret, and act on client insights to strengthen relationships, improve retention, and uncover […]
22 Oct
09:30 - 13:00
Online
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Strategic Analytics and Optimisation

Important – Please read before continuing: This session is aimed at intermediate to advanced users. It assumes you already have a solid grasp of the topics covered in the beginner session, including: – Confident navigation within GA4 (e.g. using the platform day-to-day) – A working knowledge of analytics fundamentals, key metrics, and terminology – Basic […]
28 Oct
09:30 - 13:00
Online
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