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
The Human Advantage in the Age of AI
Where do human skills fit in an age of AI? As artificial intelligence reshapes processes, client expectations and the way we deliver value, human capabilities such as relationship building, emotional intelligence, creativity, judgment and strategic thinking are...
From Contacts to Competitive Advantage: Choosing the right CRM system
This webinar explores why CRM systems have become a strategic priority for firms and why so many implementations fall short. Through the perspectives of a CRM expert, a deployment specialist, and an end user, the panel will unpack how to choose the right system,...
Navigating the future of professional services: leadership, investment and innovation
You are invited to an exclusive Round Table lunch bringing together marketing and business development leaders from professional services firms across the South West. Our speaker will be Jonathan Blair, Founder of Blair Advisory and former CEO of Womble Bond...
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.
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...
Mission Possible: how marketing can deliver the ROI you need
Your mission, should you choose to accept it, is to understand the essential marketing strategies that can unlock growth and deliver the ROI your firm needs. Many firms fail to reach their full potential by underestimating the power of marketing to generate leads,...
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.”





