Coming Soon!
The PM Forum’s members area will be available soon. PM Forum is all set to launch The Skills Development Platform.
The launch webinar is on 1st November 2023 at noon.
“The varied and insightful content of the programme provides food for thought and ideas for action throughout the year. It’s an invaluable network that enables members to tap into collective experiences.”
Susanne Pugsley
Head of Programming
Upcoming events
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...
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...
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...
Did you miss one of our webinars?
Catch up now or select another video to watch. Take a look at these 3-minute teaser videos before watching the full content.
Thought Leadership Intelligence℠ launch
On Monday 7 April at 16:30 UK time, professionals from across the sector gathered for the launch of Thought Leadership Intelligence™—a groundbreaking initiative designed to raise the bar for content quality in professional services. The webinar explored fresh and...
Aligning stakeholders around a client listening programme
Making improvements to client service and experience was selected as the number one priority for marketing and BD teams in 2025 by CMOs and BD leaders who participated in the Forum’s annual Strategy & Marketing Benchmark. This drive for improvement in CX raises...
The end of the turf war: aligning frontline advisors and marketing for brand success
Is the age-old conflict between frontline advisors and marketing sabotaging your brand’s success? A unified brand experience is no longer a luxury – it’s a necessity. Clients expect consistency across all touchpoints, and a disjointed firm can create off-putting...
What do delegates think?
“PM Forum events very much set the bar on what constitutes best practice.”
“If you’re a senior marketing/
BD professional the PM Forum
conference is the perfect
opportunity to take a step back
and re-prioritise your objectives.
It’s challenging and inspiring.”
“It was really interesting to learn about data use in different businesses and about senior marketing leadership in professional firm and how this differs.”





