
Whether you’re just starting out in paraplanning or looking to make your next move, having a clear career plan makes all the difference. But how do you actually build one that works?
In the fourth episode of our career series, we’re focusing on something practical: creating a strategy for your next career step that you can actually use, whatever stage you’re at.
Your career roadmap in just one lunch hour
Join us online at 1pm on 1 October as we help you map out your next move with clarity and confidence.
Caroline Stuart, owner and founder of Sparrow Paraplanning, will guide this conversation with four brilliant guests: Ellie Welling paraplanning team leader at Succession Wealth, Joe Jacob, paraplanner at FLP, Peter Spence, advice and paraplanning team leader at Fintuity, and Sarah Purves, learning and development expert at Aegon.
Together, they’ll take you through a practical framework for career planning that goes beyond wishful thinking to create actionable next steps.
What can you expect when you listen?
During this lunch-hour Assembly we’ll:
- Explore your career aspirations and help you define what type of role you actually want
- Identify the constraints and opportunities that will shape your path (including your non-negotiables)
- Create objectives that move you forward, making sure they are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)
- Build out your personal career action plan
- Learn from the panel’s experiences
What will you take away?
You’ll leave with a practical framework you can use immediately to plan your next career step, plus real-world insights from paraplanners who’ve successfully navigated their own career transitions at different stages.
Most importantly, you’ll have a clear action plan rather than just good intentions.
Thanks to Aegon
This Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.
Catch up on the series
This builds on our previous career episodes:
- Breaking into paraplanning: ‘Where do I even start?’
- Breaking into paraplanning: ‘Who should I work for?’
- Developing as a paraplanner: ‘Where could I go from here?’
Ready to turn career planning into career action? Save your spot now.
You’ve established yourself as a paraplanner, but now you’re thinking: ‘What next?’
For many paraplanners, staying in paraplanning is exactly what they want to do. But what does career development look like within the profession? How have people built on their paraplanning skills and experience? And what about those considering a move into other areas like financial planning or specialising in research or operations?
This Assembly, recorded on 3 September explored some of the career routes within and from paraplanning.
Our host Caroline Stuart, owner and founder of Sparrow Paraplanning, is joined by Ellie Bailey, paraplanning team leader at Succession Wealth, Farida Hassanali, client manager at Paradigm Norton, Rebecca Tuck, operations director at FLP Financial Life Planning and Sian Greenhill, operations executive and centralised investment and product committee at Brooks Financial – all sharing their perspectives on career progression and specialisation.
Over the course of the Assembly, they discuss:
- Some of the career development options for paraplanners
- The practical steps our panel took to progress in their careers
- Lessons learnt along the way
- Tips for planning your next career move
You’ll leave this Assembly with your head full of good ideas for potential career development and a bucket load of insights from people who’ve successfully made these transitions and you can claim one hour’s CPD.
Catch up on previous Assemblies in this series
This continues our series on paraplanning career development. Don’t miss our previous sessions exploring how to break into paraplanning and choosing the right place to work for your early paraplanning career.
Thanks to Aegon
This Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.

You’re invited to join paraplanners from all over the country at the Paraplanners’ Assembly’s Big Day Out 2025.
We’ll be gathering on Thursday 9 October 2025 at FarmED in rolling Cotswold countryside – the last time the Big Day Out will be held at the venue.
What’s it all about?
The Big Day Out is unlike any other event in the world of wealth management.
No presentations. No muzak. No boiled sweets. No exhibition areas. No product pitches.
Exclusively for paraplanners, it’s a gathering that offers a combination of tailor-made interactive sessions involving hand-picked experts (and designed especially for the event), group discussions facilitated by paraplanner hosts, and six hours’ worth of CPD.
Together we’ll explore topics affecting paraplanners and the practice of paraplanning – with case study-led technical sessions, the chance to gain insight and exchange ideas on the trends affecting the future of work, plus plenty of chance to make new paraplanning connections, and share tools and tips to perfect your day-to-day work.
The Big Day Out is a supportive and encouraging space in which you can listen and learn, and share ideas, knowledge and insights however suits you. It’s a unique environment in which you can really focus and flourish – both professionally and personally.
What’s on the agenda?
Once you’ve booked your spot, you’ll be invited to influence the content of the day, so the fine details won’t be locked down until about four weeks before the event. However, here’s the expected running order for The Big Day Out 2025.
09:00: Breakfast and gathering
Arrive. Check in with our registration team. Then help yourself to a delicious hot breakfast bun (or buns), and coffee and tea. Take the chance to say ‘hello’ to people you know. Take a deep breath and muster the courage to introduce yourself to people you don’t know. Weather-willing, take a wander around the RIBA award-winning site (it really is a lovely location). See if you can spot The Big Day Out chicken.

1000: AI for Paraplanners: Practical tools for better writing
Join us in the conference barn for a warm welcome from your Big Day Out hosts, Aleks Sasin and Chris Wormwell. We’ll then get underway with our first session, AI for Paraplanners: Practical tools for better writing.
Used properly, artificial intelligence can be a powerful tool to enhance the writing that sits at the heart of your role. From client communications to suitability reports, the quality of your written work directly impacts client outcomes and regulatory compliance. In this highly interactive session, led by award-winning financial journalist and AI trainer Harriet Meyer, we’ll cut through the AI hype to focus on practical applications of tools that can genuinely improve your daily writing tasks, from client communications to suitability reports.
Whether you’ve never used AI tools, have experimented with basic applications, or are already incorporating AI into your workflow but want to improve your technique, in this hour we want to provide value regardless of your starting point, with lots of opportunities to learn from your fellow paraplanners peers similar challenges.
We’re focussed on ensuring this session gives you concrete, actionable strategies for using AI to enhance your writing across key paraplanning tasks. Through hands-on exercises, you’ll practice effective prompt design and see real examples of how AI can improve client communications, streamline report writing, and support documentation tasks.
We’ll also explore the common pitfalls and share practical guidance on what to watch out for.

1100: Technical and financial planning: No 1
Ahead of the Big Day Out, you’ll be invited to pick two technical and financial planning scenario sessions (from a choice of four). Each session will last an hour. This is the first session.
1200: Technical and financial planning: No 2
This is the second session.
You’ll be invited to pick two from the following four topics.
Topic 1: IHT Planning – Foundation scenario
This session focusses on helping you looking strengthen your foundational understanding of inheritance tax planning, and gives a structured refresher on core principles.
Through an interactive scenario-based discussion, you’ll work through client situations and explore different approaches, understanding the practical application of IHT planning principles and the trade-offs involved in different strategies. We’ll explore the essential framework of “spend it, gift it, or insure it” and understand how these principles apply in practice. We’d expect you to cover residence nil rate bands, tapering rules, and gifting allowances, alongside practical solutions like life cover. You’ll also touch on the importance of Wills and Powers of Attorney, and there may even be some discussion of deed variations.
Topic 2: IHT Planning – Advanced scenario
If you’re with basic IHT concepts and want to tackle more complex planning scenarios involving multiple strategies and significant assets, this is the hour for you. You’ll navigate the complexities of advanced planning strategies, examining real-world trade-offs and the practical challenges of implementing sophisticated solutions, including the order of gifting, trust planning, and business relief considerations. With pensions now in the IHT net from 2027, you’ll explore how pension planning intersects with inheritance tax strategy. The session will examine when and how to use different planning tools and the consequences of getting the sequencing wrong. You don’t have to have attended the basic IHT planning to attend this session.
Topic 3: Retirement Income Planning – Foundation scenario
If you who want to strengthen your understanding of retirement income options and, particularly, build your confidence around annuity recommendations, this is the session for you. In discussion with your paraplanning peers, you’ll get a comprehensive grounding in the core retirement income options available to clients. The session will cover the fundamentals of drawdown versus annuities, tax-free cash decisions, securing essential income, and how State Pension fits into the picture.
Topic 4: Retirement Income Planning – Advanced scenario
If you are comfortable with retirement income products but want to enhance your skills in creating comprehensive, client-focused retirement strategies that meet FCA expectations, this is for you.
In discussion with your fellow paraplanners, you’ll explore sophisticated techniques for capturing client requirements, categorising needs into essential, desired, and legacy funds, and creating robust cash flow models. You’ll discuss tax wrapper strategies, sequencing risk, and how to build retirement plans that will withstand regulatory scrutiny while truly serving client needs.
1300: Lunch
Locally sourced and freshly prepared, we guarantee that this will be a *chef’s kiss* of a lunch for you to tuck into. Bon appetit!

1400: Your career, your choice: Designing your professional future
Ever wondered what your ideal paraplanning career would actually look like? Or maybe you’re feeling uncertain about where you’re headed professionally? Both curiosity about possibilities and concerns about the future are natural parts of career development.
In this part of the day, paraplanner Zara Okoro (Abacus Associates, PFS Paraplanning Panel member) will help you explore these questions and move from wondering what might happen next to actively shaping what you want to happen.
You’ll dig into what really drives you professionally, where your strengths lie, and how to turn sector changes into career opportunities. This isn’t about abstract planning – it’s about practical steps you can take to become the kind of team member your firm genuinely values.
Whether you’re early in your career or well-established, this session works for anyone ready to take ownership of their professional development. You’ll walk away knowing where to focus your efforts and how your career growth can benefit both you and your employer.
1515: Break
There may be ice cream.

1545: All Together Now
Led by Big Day Out hosts Aleks Sasin and Chris Wormwell, this open session hands the floor over to you. Whether you want to dig deeper into topics covered earlier, raise something completely new, or simply pick the brains of the experts and fellow paraplanners in the room – it’s entirely up to you.
No set agenda, no predetermined topics. Just the opportunity to have the conversations that matter to you right now, with a room full of people who understand the challenges and opportunities you’re facing. Come with questions, insights, or just curiosity about what others are thinking.
1630: Cheerio and close
Questions and answers
Jump to
- Where can I stay?
- What if I have to be careful about what I eat?
- How accessible is FarmED for people who use wheelchairs or have other needs?
- I’m not a paraplanner or administrator. Can I take part?
- What is FarmED?
- Will there be photography at the event?
Where can I stay?
Chipping Norton (10 mins drive to FarmED): the nearest town to FarmED and there are a number of hotels and pubs with rooms in the town centre: Premier Inn; Kings Arms; Crown & Cushion and The Fox.
The rates at the Premier Inn are remarkably expensive, we’re afraid. The combination of the annual Fair in Chipping Norton plus the proximity of Soho Farmhouse, Daylesford Farm and Diddly Squat perhaps inflating prices. The rates at the Kings Arms, Crown & Cushions and The Fox do seem reasonable compared to previous years at the moment.
Shipton-under-Wychwood (5 mins drive to FarmED): the nearest village to FarmED and there are some really good options there which appear reasonably priced for September: The Crown, Wychwood Inn and Lamb Inn.
Long Compton (20 mins drive to FarmED): The Red Lion is a popular country pub with rooms. Long Compton is on the main road from Oxford to Shipston-on-Stour. It’s a little bit north of Chipping Norton but you can reach FarmED without having to drive via Chipping Norton. Speaking of Shipston-on-Stour…
Shipston-on-Stour (30 mins drive to FarmED): There are a number of places to stay in the centre of this market town including The George Townhouse, The Lazy Pug, The White Bear and The Bower House Restaurant and Rooms
Banbury (30 min drive to FarmED): Don’t rule out Banbury too. It’s just a 30 minute drive from Banbury Cross to FarmED with a Premier Inn in the centre of town and one on the outskirts by the M40. However, the newly refurbished Whateley Hall, which is just a stone’s throw from Banbury Cross itself, is offering good rates too at the moment. The operator of the Big Night In BBQ coach is based in Banbury so, if you decide to book a room in Banbury, let us know, and we can arrange for the coach’s first stop to be in Banbury.
Burford (15 mins drive to FarmED). Burford’s a popular tourist spot so the hotels do tend to be very pricey. But it’s an option and there’s a Travelodge too so it may be worth a look.
Airbnb: we haven’t researched Airbnb but, because it’s a popular tourist destination, there may well be B&Bs available for overnight stays within an easy drive of
What if I need to be careful about what I eat?
You can let us know if there are any foods you’d like to avoid for the Big Day Out and the Big Night In as part of the checkout process. (By the way, because it’s a working farm, FarmED’s kitchen uses organic produce grown in its own fields so you’re in for the FRESHEST ingredients imaginable!)
How accessible is FarmED for people who use wheelchairs or have other needs?
Our event takes place in FarmED’s award-winning buildings. There are no steps in any of the buildings. Wide side doors can be opened to assist wheelchair access. Assistance dogs are welcome in the buildings. There are two disabled car parking spaces next to the entrance of the main building.
I’m not a paraplanner or administrator. Can I take part?
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 [email protected].
What is FarmED?
FarmED’s mission is to provide learning spaces and events that inspire, educate and connect people to build sustainable farming and food systems that nourish people and regenerate the planet. These really chime with the Assembly’s role in the lives of paraplanners. (Plus it’s a lovely venue.)
Will there be photography at the event?
Yes. We love a good a photo featuring our events so don’t be surprised if you spot a photographer or Assembly host lurking with a camera. If you don’t want to appear in photographs that we publish online, please let us know when you arrive at the event.
Whether you’re considering a move into paraplanning, just landed your first role or are just curious about the options, one question you might keep wondering about: ‘What kind of organisation should I work for?’
Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Whichever you choose, there will be pros and cons, so how do you decide which is most suitable for you?
This Assembly – recorded on 6 August 2025 – lifts the lid on different paraplanning career paths and workplace structures. It’s the second in a series of Assemblies looking at careers in paraplanning and supported by Aegon.
Our host Caroline Stuart of Sparrow Paraplanning is joined by Julie South, owner of Bee Paraplanning, Sarah Lees, senior paraplanner at Forvis Mazars and Jo Parkes, paraplanning manager at Navigatus – paraplanners with experience of working in all kinds of organisations and are ready to share what it’s meant for their careers.
Over the course of the Assembly, they discuss:
- The different paraplanning structures out there – and what they’re really like to work in
- How to get your foot in the door – and what to look for in potential employers
- What support and development you can expect from types of organisations
- Practical tips for adapting and thriving wherever you land
You’ll leave with a clearer picture of your paraplanning options, practical insights from experienced practitioners, and the confidence to take your next career step.
Don’t forget your CPD
Once you’ve listened to this Assembly, you can request a certificate for 1 hours CPD. Just follow the link below.
Don’t miss the first Assembly in this series
This is the second Assembly in a series on breaking into and developing your career in paraplanning. Discover the first in the series Breaking into paraplanning: where do I even start?.
Thanks to Aegon
This Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.
What knowledge, experience and skills will help you get hired? And, once you are hired, how will you know you’ve actually made the right choice?
Whether you want to get into paraplanning, are just starting out, or know someone who would love to get their break, this online Assembly – recorded on 9 July 2025 – is jam-packed with insights on making your move into paraplanning.
Hear for yourself how our guests took their unique paths into paraplanning
Host Caroline Stuart is joined by paraplanning guests Chris Wormwell, Ceetal Katechia and Kez Condy, plus personal development expert Sarah Purves of Aegon.
Over the course of one podcast, you’ll discover how each of our paraplanners took very different routes into the profession.
One is a former barista who swapped one daily grind for another kind altogether. Then there’s the university marketer who yearned to change career. Finally, there’s the ex-administrator who set their heart on changing lanes into paraplanning.
Among the topics covered are
- The multiple pathways into paraplanning (because there’s never a ‘right’ route is there?)
- Tried and tested strategies for overcoming obstacles when starting out (or just started)
- Building a career plan that works for you
- Creating your support network
- Tackling imposter syndrome head-on
- Vital conversations to have with current or potential employers
Let’s be honest, how many of us can claim that we had our careers sussed out from day one? So don’t miss this fantastic chance to listen, learn and take your first step into paraplanning.
Don’t forget your CPD
Once you’ve listened to this Assembly, you can request a certificate for 1½ hours CPD. Just follow the link below.
Thank you Aegon
This online Assembly would not be possible without the generous support of Aegon. Thank you to the team at Aegon for supporting this Assembly – and for backing the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.
When it comes to the idea of innovation are you more likely to radiate Ted Lasso energy rather than Roy Kent? More Bandit than Bluey? Or put another way (that doesn’t rely on eclectic TV viewing habits): does the prospect of change make you feel more ‘Yeah!’ than ‘Meh!’?
The reason we ask is that we were inspired by paraplanner Zara Okoro’s recent thought-provoking article in Professional Paraplanner all about innovation. So we invited Zara from Abacus Associates, who’s also a PFS Paraplanner Panel member, to share her thoughts on how paraplanners can adapt rather than risk getting left behind.
Alongside Zara, we were joined by PSA Financial Services’ head of paraplanning, Ceetal Katechia, to join in the conversation. Ceetal has bags of practical experience in creating team environments in which new ideas flourish.
Together with host Richard Allum, this Assembly asked what innovation actually looks like, whether it’s always a good thing, what fuels it, and how can you influence it when you’re not the decision-maker?
It’s an Assembly that’s all about how you can embrace innovation and shape our profession rather than be subject to changes happening around you.
What can you expect when you listen?
You’ll come away with practical ideas to try out, whether you’re looking to improve your processes and workflow, make better use of existing tools and tech, or create space for bigger changes in your work.
Most of all, this is a chance to step back from day-to-day demands and take a few moments for yourself to think about how even small changes can shape your role and influence the direction of your career in paraplanning.

Thank you for joining us on 15 November to take your outsourcing game to the next level.
Thanks to the generous support of Assembly supporter, Aegon UK, we were able to team up with coach and consultant Rachael Hurdman to create a workshop where paraplanners could gather to exchange practical insights, knowledge and experience.
We hope you agree it turned out to be a day out of the office that made a real difference to you and your future in outsourcing.

Aegon UK’s Sarah Purves and Succession Wealth’s Ellie Welling return for a follow-up to last month’s ‘What kind of paraplanning leader will I be?’ Assembly.
Picking up where they left off in November, Sarah, Ellie and host, Richard Allum, explore a topic that every aspiring and existing leader will experience during their career: difficult conversations.
Sarah shares ideas and techniques that can help paraplanning leaders successfully prepare for and navigate discussions that you might otherwise dread.
During the second half of this episode, our guests focused on questions, ideas and topics raised by paraplanners during the first Assembly.
But whether or not you joined Sarah and Ellie last time, and haven’t had a chance to listen or watch it on catch up yet, you’re sure to gain plenty to inform your reflections on successful leadership by tuning into this discussion.
Watch or listen now
So if you’re on the lookout for an hour that’s packed with practical ideas and insights that could prove vital to your next steps in paraplanning, look no further.

Perhaps you’ve been thinking about stepping into a leadership role in paraplanning. Or you’re already managing others and want to build your skills. Either way, our specially extended lunchtime Assembly at 12.30pm on Wednesday 13 November is for you.
What’s in it for me?
Over 90 minutes, you’ll explore what kind of paraplanning leader you could be and discover how you can make that step with confidence – all from the comfort of your own desk (or canteen, cafe, or kitchen table).
Wherever you’re joining from, we’ll have Aegon UK’s learning and organisational consultant, Sarah Purves, on hand to help. Throughout the Assembly, Sarah will be inviting you to try out a series of exercises that will help you:
- Identify the paraplanning leadership qualities you already have (you might be surprised)
- Discover your natural management style by learning from what’s worked (and what hasn’t) with your own managers
- Get better at those tricky conversations that come with leading others
- Build a practical toolkit you can use straight away to have more impact in your role
What’s more, Sarah will be joined by paraplanner Ellie Welling from Succession Wealth who will be sharing her own experience of moving into a leadership role – what she’s learned, what she wishes she’d known, and how she’s gone about developing her own approach to managing a team.
It’s an Assembly that’s specially designed so you can:
- share your thoughts about the challenges of leadership without judgment if you’d like to
- learn from the experience of others at different stages of their career
- gain practical tips you can actually use right away
- work out if leadership is right for you and what it could look like
- ask questions you’ve always wanted to ask about managing others
Save your spot now
There’s no magic formula for becoming a leader. But there are tools and techniques that really work. Whether you just want to tune in to listen and learn, or get stuck in and share your thoughts in the Chat, you’ll be really welcome.
So how about it? Save your spot now.
Don’t miss part two!
This Assembly was the first of a two-parter on paraplanning leadership. In the second part, Sarah, Ellie and Richard will dig into dealing with difficult conversations as well as exploring the questions raised in the Chat at today’s Assembly.
To save your spot for that Assembly, visit the event page.

Are you ready to take your outsourcing game to the next level? Then join us from 10:30am on Friday 15 November 2024 for a day that’s tailor-made to inspire you to achieve your personal and professional ambitions in the world of outsourcing.
Thanks to the generous support of Assembly supporter, Aegon UK, we’ve been able to team up with coach and consultant Rachael Hurdman to create a workshop where paraplanners can gather to exchange practical insights, knowledge and experience. So whether you’re already running an outsourced business, working for one, or just thinking about it, this is your chance to:
- Get a fresh take on the outsourcing landscape
- Swap ideas with other paraplanners who really get what you do
- Leave with a solid plan you can put into action straight away
Plus, you’ll bag 5 hours of CPD.
Hosted at Aegon UK’s offices on the 26th floor of the landmark Leadenhall Building in the City of London, even the awesome views will do their bit to spark your big ideas.
It promises to be a day out of the office that could make a real difference to you and your future in outsourcing. Why not join us?


Why should you come?
The day’s content has been designed exclusively as a result of research conducted with outsourced paraplanners – plus insights gained from our regular informal outsourced Assemblies. That means we know we’ll be tackling the topics that are front-of-mind for practitioners leading or working for outsourced paraplanning businesses. It’s a tailor-made opportunity to gather with paraplanning peers where you can listen, learn and share experiences about things that really matter.
The morning sessions

Session 1: How to navigate the ups and downs of business
In this interactive session Rachael will help you to focus on how to successfully navigate and succeed through the inevitable opportunities and challenges that are part and parcel of being in business.
Get stuck in with this hands-on session that will tackle the roller-coaster of business ups and downs head-on. Pick up practical tools to build your resilience and keep your mind sharp – stuff that’s really useful for you and your team. Learn how to stay on top of things when life feels a bit uncertain. By swapping stories and experiences with other participants, you’ll walk away from this session with simple, effective ideas to help you flourish at work.

Session 2: Make every work relationship count
Our second session in the morning is all about getting more from your work relationships – including those vital ones with clients. Designed especially for this Assembly event by Rachael, this session will help you to:
- Spot the connections that really matter – and make them even better
- Use Rachael’s tried-and-tested ‘contracting’ template to build stronger partnerships
- Set boundaries that really work for you and the people you work with
- Develop a flexible approach to being assertive when you need to be
It’s an Assembly, so roll up your sleeves for this interactive session where you’ll work in groups to try out your new skills right away.
The afternoon sessions: Group discussions

Sam Davies (In Step Paraplanning) and Richard Allum (The Paraplanners) will be joined by Rachael to help facilitate an afternoon of three x 40-minute group-based discussions in true Assembly style. The first two topics have bubbled up consistently during informal outsourced paraplanner gatherings. They are:
Efficiency boost: What can you do to squeeze that extra bit of time and attention from your practice’s workflow? What ideas, tools and techniques have worked for other outsourced businesses that might also work for you? And what wisdom can you share that might prevent a paraplanning peer from repeating a mistake you made? This session is all about efficiency: how to achieve it, how to sustain it and how to keep things fresh.
Smart growth: What does your business’s future look like? Do you want more clients? Level up the services you offer? Or something else entirely? Even if it’s all three, getting your bearings in business is an essential step before deciding on a destination and plan. This session will allow you to test your ambitions and thinking by exchanging ideas and experiences with paraplanners just like you – and those who have seen it, done it, and continue to learn from it.
The third topic? As a group, you’ll decide the third and final topic on the day, which means you already know that it’ll be a topic that really matters right now.
The wrap up

As we wrap up, Rachael will guide you through a collaborative session to consolidate your insights. You’ll have the chance to pinpoint your key takeaways and consider how to apply them in your day-to-day work.
There’ll be time to bounce ideas off your peers and ask those burning questions. Our goal? To send you back to the office feeling energised, well-informed, and equipped with practical knowledge you can use right away.
The wind down
If you have time before heading home, we’ll find a suitable venue to gather for a bit of post-workshop conversation. Perhaps even somewhere in the historic Leadenhall Market right next door!

Your Commitment Log

During the day we will share a simple and effective Commitment Log with you to encourage you to capture your key learns and take-aways from each of the sessions throughout the day. If you took part in September’s Big Day Out, the Commitment Log is the ideal tool to inform your development plans. If you didn’t take part in The Big Day Out this year, we will have copies of the development plans for you too.
The running order
10:30 | Hello |
10:40 | Session 1: How to navigate the ups and downs of business |
11:40 | Break |
11:50 | Session 2: Make every work relationship count |
12:50 | Lunch |
13:50 | Topic No 1: Efficiency boost |
14:30 | Topic No 2: Smart growth |
15:10 | Break |
15:30 | Topic No 3: To be decided on the day! |
16:10 | Wrap up |
16:40 | Wind down |