Events

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December 2024

NEW: Supporting change management

Change is a constant in marketing and business developments. Our markets, clients and fee-earners change. Marketing techniques and technology change. We are often in the driving seat and promoting change (whether through campaigns or systems or behaviours). This workshop considers how M&BD can support and enhance the change process to achieve the desired business results. […]
04 Dec
09:30 - 13:00
Online
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PM Forum Festive Charity Event – Apply your marketing skills to support a worthy cause!

For our final event of the year, we are once again calling on members to share their expertise and knowhow to help this year’s charity Simon on the Streets with its key marketing and business challenges. Previously, PM Forum members have come together to support charities that do really important work in our communities, including Dementia UK, […]
10 Dec
12:00 - 13:00
Online
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Tech Stack Coffee Catch-up

We are excited to invite you to our Marketing Technology Coffee Catch-up, taking place on 11 December in Edinburgh, from 12.30 to 2pm. Marketing technology has seen significant growth over the last five years, with many new products entering the market. The challenge now is how to blend these technologies together to find the right […]
11 Dec
12:30 - 14:00
Coffee Saints
2a Little King Street Edinburgh EH1 3AR
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Being more strategic [FULLY BOOKED]

This half day workshop helps delegates to think and act more strategically – whether they are developing business or marketing plans, managing day-to-day operational projects or supporting fee-earners in their work. It provides an understanding of the leading strategy models (from the most established to the newest) and helps delegates bring a more strategic approach […]
12 Dec
09:30 - 13:00
Online
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Advanced Coaching Skills

There is a workshop for Intermediates/Advanced called “Coaching and consulting skills”. This half day workshop assumes you have a basic understanding of coaching and some experience. It takes a deeper dive into more advanced coaching skills. It is designed for senior and experienced professionals who are already coaching fee-earners and leaders. Coaching in professional services […]
19 Dec
09:30 - 13:00
Online
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January 2025

Exploiting your data effectively

The way we understand and work with data as marketing professionals is changing fast. Increasing regulation, privacy concerns, new platforms and the promise of AI have left many of us wondering whether we should invest more in first party data platforms. In this session, we’ll argue that professional services marketers need to break free from […]
29 Jan
12:00 - 13:00
Online
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February 2025

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 […]
05 Feb
09:30 - 13:00
Online
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Engagement, buy in and stakeholder management

As marketers and business developers in a professional service firm, every day we need to manage our stakeholders and achieve buy-in to ideas and projects. This online workshop explores the challenges, shares best practice and provides insights and tools into how to engage stakeholders and achieve buy-in on a day-to-day basis and throughout strategic projects […]
19 Feb
09:30 - 13:00
Online
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March 2025

The Future Marketing Manager

A popular interactive full-day workshop for marketers and business developers who are looking at how to position and prepare themselves for their first management role. This is part of the well established series of workshops supporting marketers as they progress through their careers in the professions. This workshop contains a number of group exercises which […]
06 Mar
10:00 - 17:00
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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 […]
12 Mar
09:30 - 13:00
Online
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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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April 2025

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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