11 February 2021 Reports Extravaganza 2021: the online event that's 100% dedicated to all the aspects of reports - the words, the design, the rules, and a bonus look at the tech.
What's it all about?
At every event we’ve been involved with, creating great reports for clients comes up. While it’s not the only tool to help people understand their financial futures, it’s an important one to get right, and one where paraplanners play an important role.
That’s why our Report Extravaganza special is back for 2021 and it’s BIGGER than ever. Why’s that? Well, there’s an extra aspect of reports under the microscope. This time around we will look at the words, the rules and, cue drum roll…the design. Plus we will take a look at the tech as an added bonus.
You’ll work alongside experts to deconstruct and reconstruct your own reports. But this isn’t some technical report writing course. We’ll going to dive into the language, communication styles, design, regulation affects what you do and much more.
So that at the end of the event, you’ll walk away with the know-how and skills to create even better reports which make more sense to everybody involved. Hurrah!
Helping us make it happen is the lovely folk at Aegon – so a big thanks to them.
Is this day for me?
What if you’ve been to one before? It’s good to see you back. This time around you are going to benefit from our brand spanking new design section, plus you’ll get up to date information on any rule changes and how these impact reports.
Not been to one before? Now is your chance to come along. Being online means no potential travel restrictions or geographical location will stand in the way of you coming along.
THE DETAILS and experts
Like all good report events we’ll tackle the topic of report writing in-depth. We’ll use real-life report examples and work through four aspects.
Quietroom will take the words we use in reports and show how we can shape them into something which makes sense to clients. Making every word count is their speciality. They believe when you’re good at using words, you’re better at explaining your ideas, sharing your enthusiasm, and getting stuff done. We couldn’t we agree more.
Joining from Quietroom is Kathryn Papworth-Smith. Kathryn’s a writer at Quietroom where she makes sense of harder-to-love subjects, like pensions and insurance, so people can make better decisions about their future. Before joining Quietroom in 2019, Kathryn got bags of writing experience working in brand management, helping companies create and use their ‘tone of voice’, as well as writing bids to win multi-million pound recruitment contracts. Since joining Quietroom, she’s worked on a wide range of financial communications, helping investment managers, banks and pension providers communicate with people on everyday matters, during exciting changes, and at tough times.
When she’s not holding a pen, she likes eating cheese, seeing new theatre and walking her imaginary dog. She’s a big fan of brunches, believing you should definitely add meals to the day whenever you can. And as a trained actress, she likes using her skills to coach people in the corporate world to ‘Get Comfy Presenting’.
Then there’s the need to dot the i’s and cross the t’s. That’s why our rules experts will join us to help explain the regulatory parameters we need to work within. That includes insights into what needs to be in reports, but also what doesn’t – that age-old paraplanner quandary.
On the rules panel is Carla Langley. Carla has worked within financial services since 2005, performing various roles including that of technical paraplanner, financial planning operations, head of investment and as an adviser.
She now works with threesixty services, an award winning provider of support services to financial intermediaries, where she’s been a business risk consultant for the last two years, and been recently appointed to Head of Proposition.
This is brand new addition to our report special. Join us as our design expert reveals how you can improve your reports with design. We’ll look at how people read documentation, basic layout principles i.e. fonts, font size, columns, justification, colour. If you’ve got data design questions, ask them here as we look at tables, graphs and charts.
On hand to take us through the design is Mike Bond, Strategy & Client Director at Bond + Coyne. Mike co-founded the brand design consultancy Bond & Coyne in 2001. He leads the strategic elements of their brand, interaction and campaign projects. As well as speaking at design conferences and events, Mike has contributed to respected periodicals and books. In his capacity as a senior visiting lecturer in design at Kingston University and faculty member at YearHere, he teaches research methods, strategically-led design processes and entrepreneurism inspired by insight.
Bonus session – The tech
Get the feeling you are not getting the most out of Microsoft Word? Then pop along to our bonus session, where we will look at those built-in hidden features that can make report writing more efficient and consistent. You’ll come away with a list of top tips to put into practice straight away.
Paraplanners Assembly regular Jonny Stubbs will be leading this session. Jonny has nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.
breakdown of the Event
Not only will you get all the theory, you’ll get the chance to get into the detail of the specific areas, ask questions and work through the examples with the people in the know.
|13.15-13.45||Bonus Tech Huddle (optional)|
Q&A: When, where and how much?
Join our Report Extravaganza for paraplanners from across the country from the comfort of your office chair or sofa, as we broadcast live using a nifty bit of kit called Hopin. Check-in is 8:30am – be there or be square, on Thursday 11 February 2021.
how much does it cost?
All this for £25 a ticket.
Do I get a CPD certificate for attending?
We’re not licensed to give CPD certificates but the time at this event can be used to count towards your unstructured CPD allowance.
Want to come along but have specific access needs?
We can help with arrangements to make access easier. Drop us a line and one of the team will be in touch.
Not a paraplanner?
Assemblies are designed by paraplanners for paraplanners and we also welcome administrators, so if you are not one please don’t book a ticket. If you’re still really interested in coming along then get in touch with us at firstname.lastname@example.org.