Home
overview

The first event of its kind to focus specifically on retail financial institutions, this two-day event will show you how to harness the power of big data to gain crucial competitive advantage. 17 pioneering speakers will share their success stories through case-studies highlighting tried and tested strategies.

Why attend?

• Attend the only conference in the marketplace to focus specifically on Big Data for Retail Financial Services
• Have access to experienced financial speakers you won’t find at any other Big Data event
• Increase your business opportunities - registered attendees now include Heads of Department and C-Level executives from IT, Marketing, Customer Analysis and other departments responsible for big data and analytics from leading companies across Europe
• Learn how to unlock the value of your data and take your share of this market worth $46 billion
• Understand how to turn your organisation from a product-centric to a customer-centric Big Data analytics competitor

The conference will include case study examples from retail banking, insurance, credit cards, comparison websites, mortgages, and new entrants to the retail financial services sector from across Europe.

Topics to be covered will include:


• Evolving your organisation from a product-centric to a customer-centric Big Data analytics competitor
• Optimising information systems architecture: aligning Big Data with specific business goals to maximise value
• Using Big Data to strengthen risk management and fraud detection capabilities to improve bottom-line performance
• Combining insight from structured and unstructured data to deliver a clear and single customer information environment
• Using predictive analytics to reveal customer insights for better product and service strategies
• Improving online and offline measurement and analytics integration

 

   

Managing Directors and Heads of Department for the following professional job descriptions would benefit from attending Big Data in Retail Financial Services:


• Customer Analytics
• Research
• Business Intelligence
• Customer Marketing
• Customer Insight
• Product Development
• Enterprise IT Architecture
• IT/ IT Infrastructure
• Platform Technology
• Product Marketing
• Market Analysis and Strategy
• Data Management
• Data Mining
• Digital Technology
• Social Media Customer Engagement
• Marketing Analytics
• Fraud Control
• Customer Relationship Management
• Credit Risk
• Risk Management
• Online-Banking
• Digital Marketing
• eChannels
• Customer Service
• Data Privacy
• Single Customer View
• Business Change and IT
• Risk Management
• Strategic Marketing
• Strategic & Business Insights
• Credit Risk Management
• Decision Analytics
• Pricing
• Underwriting
• Claims Management
 

Conference programme

8:30 Registration & Coffee

9:00 Chair's Opening Remarks

Peter Thompson

Peter Thompson, Head of Programme Assurance & Governance, Co-operative Bank Plc

9:10 Big Data - challenges, opportunities, and limitations

Reinhardt Schink

Reinhardt Schink, Head of Market Analysis and Strategy, Allianz Deutschland
View Bio

  • Big Data as a valuable prerequisite for future commercial success – a  great tool for educated decision making  but nothing without business judgment and leadership
  • Big Data as a postmodern analytical tool – in the absence of being able to predict the future, understand your customers as well as shifts in their mindsets
  • Big Data as strategic foresight - ambiguity is not a lack of insights but an ingredient of future market successes
  • 9:50 Using Big Data analytics to inform strategic decision making

    Bernard Marr

    Bernard Marr, Founder and CEO, Advanced Performance Institute
    View Bio

  • Making the collection and analysis of Big Data strategic
  • Coupling traditional KPIs with the rich insights from structured and unstructured data
  • Analysing Big Data to answer your most critical business questions
  • Visualising Big Data to inform strategic decision-making
  • 10:30 Morning Coffee

    10:50 Unlocking the value in transactional data - how banks will have to work as hard as retailers to earn loyalty

    Jan-Pieter Lips

    Jan-Pieter Lips, President, Europe Middle East Africa, AIMIA
    View Bio

  • How banks can improve customer engagement through unlocking the value in their transactional data
  • Connecting the dots – how to create value from working in partnership
  • Lessons financial institutions can learn from retailers
  • 11:30 Multilingual big data - the differentiator for retail banking success in global markets?

  • Trends within the Retail Banking, how can multilingual Big Data help?
  • The risk of using monolingual Big Data to influence global business decisions
  • How does your customers’ language affect their engagement with your products
  • Brianne Moore

    Brianne Moore, Business Consultant, SDL
    View Bio

    Katie Brown

    Katie Brown , Language Solutions Manager - Financial Services, SDL
    View Bio

    12:10 Incorporating Big Data in your operations – integrating Big Data in a strategic way that benefits your business and improves profitability

    Peter Thompson

    Peter Thompson, Head of Programme Assurance & Governance, Co-operative Bank Plc

  • Determining the core goal for Big Data Projects
  • Propagating a taxonomy across the enterprise to realise searchable commercial insight with structured & unstructured data
  • Prioritising investments and implementing a test and learn mentality to mitigate project failure risk
  • Determine how fast and deep to proceed – determining the appropriate level and speed of investment for personnel and IT Infrastructure
  • 12:50 Networking Lunch

    14:10 Big, open, and cloudy - an open model for the creation of incremental and disruptive Big Data solutions

    Marco Bressan

    Marco Bressan, Director Big Data & Open Platforms, New Technologies, BBVA
    View Bio

  • Increasing competitiveness by optimizing processes, guiding multichannel strategy and improved customer understanding
  • Supporting incremental growth through core risk, payments and customer relationship solutions
  • Unleashing disruptive growth through the open services model
  • Deploying an open, services-led infrastructure to address the challenges of cheap prototyping, time-to-market, and joint technology-business developmentcture
  • 14:50 Leveraging Big Data to drive customer engagement: Start a dialogue….with a few million customers

    Neill Crossley

    Neill Crossley, Principal Consultant, Solution Consulting, FICO
    View Bio

     

    ·         Using Decision Management to transform your business by making every decision count
    ·         Developments in the availability and use of diverse data sources has provided opportunity to improve the understanding of individual customers, predict their needs and decide what, when and how to engage
    ·         Using client case studies, this presentation provides insights into how leading marketing teams are using Decision & Dialogue Management technologies (such as advanced predictive analytics, business rules and large scale optimisation) to automate, connect and improve customer engagement, with millions of customers

    15:30 Afternoon Tea

    15:50 Is Big Data big enough?

    Paul Edwards

    Paul Edwards, Chief Strategy Officer & European CEO, Hall & Partners
    View Bio

     

    ·         If data is the new oil what pollution might it bring?
    ·         Do you really know who I am?
    ·         Does culture alter data?
    ·         Why? And does it matter?

    16:30 Big Data, big deal for insight? How does the advent of Big Data change assumptions and activity for insight departments in financial services?

    James Wycherley

    James Wycherley, Director, Customer & Market Analysis, Barclays Bank

  • Examining the extent to which Big Data is having an effect on defining key business issues, hypothesis-driven investigation, and communication of new findings and accumulated knowledge
  • Determining the operational and organisational issues that Big Data does not change
  • Adopting best practice in insight management
  • 17:10 Chair’s Closing Remarks and Close of Day One

    Peter Thompson

    Peter Thompson, Head of Programme Assurance & Governance, Co-operative Bank Plc

    8:30 Registration & Coffee

    9:00 Chair's Opening Remarks

    Caroline van den Bos

    Caroline van den Bos, Insight & NPS Director, Royal & Sun Alliance

    9:10 Using Big Data to identify consumers’ payment journey from cash to cards

    Tuuli Perkio

    Tuuli Perkio , Vice President, Debit Product Development, MasterCard Worldwide

  • Leveraging a 24-month longitudinal analysis of current account and debit card transactions of 5 million consumers across Europe to quantify what prompts consumers  to migrate from using cash for day-to-day purchases to using debit cards as their preferred means of payment
  • Combining data analysis with consumer insights for deeper understanding of transaction analysis, and with market-level data to understand external factors that could impact debit adoption   
  • The evolution of consumers’ debit card payment behaviour according to a clearly defined five-step framework, beginning with very limited debit usage and then progressing steadily from incidental to regular use based on a wide variety of factors
  • 9:50 Records and data - what's the difference and why do we care?

  • Why are records and data not the same thing?
  • What difference does it make to how you manage them?
  • Challenges of managing data and records in a corporate environment
  • Kate Javes

    Kate Javes, Head of Records and Information Governance, HSBC

    Sian	 Tyrrell

    Sian Tyrrell, Records & Information Governance Manager, Engagement, HSBC

    10:30 Morning Coffee

    10:50 Big Data - starting the journey with data you already have

    Patrick Glenisson

    Patrick Glenisson, Head of Marketing Analytics , KBC Banking & Insurance

     

    • Using Data to implement a next best-product recommendation tool for branch employees
    • Embedding data analytics in the organisation through a combination of change management and effective tooling
    • Understanding Big Data requirements through the creation of a self-service business discovery platform for marketers

    11:30 Using predictive analytics to reveal customer insights for better product and service strategies

    Adrian Hado

    Adrian Hado, Head of Insight and Analytics, Avios
    View Bio

  • Analysing customer spending behaviour and product usage to target the right products and services to customers
  • Managing an ongoing reassessment of query strategy to reveal insight from customer financial transactions
  • Up-selling, cross-selling, and developing new products that customers actually want
  • 12:10 Networking Lunch

    13:30 Data-driven opportunities for profitable, long-term customer relationships

    Harvinder  Atwal

    Harvinder Atwal , Head of Customer Insight, Moneysupermarket

     

    ·         The importance of 360 degree view of the customer
    ·         Segmentation strategies based on transactional, behavioural, and social profiles
    ·         Providing a personalised, consistent customer experience across all touchpoints

    14:10 Panel discussion: What role will Big Data have in strengthening risk management and fraud detection capabilities?

     

    ·         Big data or big noise? Which data sources are valuable in the fight against fraud and to add insight into customer behaviour
    ·         How disparate data sources can be integrated into processes and controls.
    ·         Data sharing and the EU data protection reform, what is the impact for the fight against fraud?
    ·         New tools and technologies for improving authentication and security in online transactions
    ·         Alternative payments and virtual currencies, how can we adapt to rapid changes in the payments landscape?
    Darren  Hodder

    Darren Hodder, Director, Fraud Consulting Ltd.
    View Bio

    Riten Gohil

    Riten Gohil, CEO, Sphonic

    Kevin Smith

    Kevin Smith, Consultant, Kevin Smith Consulting

    Mike Bradford

    Mike Bradford, Director, Regulatory Strategies
    View Bio

    14:50 The single customer view - beyond legislative requirements to reveal actionable insight

    Andrew Bryan

    Andrew Bryan, Director, Henley Centre for Customer Management

  • Using the results of an anonymous study into financial services companies progress towards achieving a "single customer view", this session will address these questions
  • Is there a single "single customer view?”
  • How are financial services companies using Big Data?
  • What insight are financial services companies looking for from their Big Data?
  • What are the barriers to success?
  • 15:30 Chair’s Closing Remarks and Close of Day Two

    Caroline van den Bos

    Caroline van den Bos, Insight & NPS Director, Royal & Sun Alliance

    15:35 Afternoon Tea

    +

    FEATURED SPEAKERS

    Adrian Hado

    Adrian Hado

    Head of Insight and Analytics, Avios

    Adrian Hado

    Head of Insight and Analytics, Avios
    Adrian Hado

    Adrian joined the Avios team in February 2012 as Head of Insight & Analytics, one of the company’s key strategic Centres of Excellence operating in the UK and across global markets.
    Adrian is responsible for all of the Avios customer knowledge and ensuring the company is customer centric in everything it does. This involves using data collected from the various consumer touchpoints with the brand to drive value across Avios globally, and improve loyalty for the benefit of the programme and its partners which include IAG’s airlines, Lloyds TSB, American Express and Shell.
    Previously Adrian was the Head of CRM and Customer Strategy at Aurora Fashions (Karen Millen, Warehouse, Oasis and Coast) putting the customer at the heart of their retail strategy across all channels. Prior to that he spent six years at Dunnhumby in the UK and Italy working with Tesco, as well as other retail and FMCG clients including Coca-Cola, Procter & Gamble, Nestle and Unilever.
    Adrian is a visiting lecturer at the University of St Andrews and the University of Aberdeen.
     

    Andrew Bryan

    Director, Henley Centre for Customer Management
    Andrew Bryan

    Bernard Marr

    Founder and CEO, Advanced Performance Institute
    Bernard Marr

    Bernard Marr is a leading global authority and best-selling author on organisational performance and business success.

    In this capacity he regularly advises leading companies, organisations and governments across the globe, which makes him an acclaimed and award-winning keynote speaker, researcher, consultant and teacher. Bernard Marr is acknowledged by the CEO Journal as one of today's leading business brains.

    Bernard Marr has written a number of seminal books and over 200 high profile reports and articles on managing organisational performance. This includes the best-sellers 'Key Performance Indicators', 'The Intelligent Company', 'More with Less', 'Managing and Delivering Performance' and 'Strategic Performance Management', a number of Gartner Reports, and the world's largest research studies on the topic.

    Organisations he has advised include Accenture, Astra Zeneca, the Bank of England, Barclays, BP, DHL, Fujitsu, Gartner, HSBC, Mars, the Ministry of Defence, the Home Office, the NHS, Orange, Tetley, T-Mobile, Royal Air Force, and Royal Dutch Shell.

    Prior to his role at the Advanced Performance Institute Bernard Marr held influential positions at the University of Cambridge and at Cranfield School of Management. Today, he also holds a number of visiting professorships and serves on the editorial boards of many leading journals and publications including theBusiness Strategy Series.

    Bernard Marr's expert comments regularly appear in a range of high-profile publications including The Times, The Financial Times, Financial Management, the CFO Magazine and the Wall Street Journal.
     

    Brianne Moore

    Business Consultant, SDL
    Brianne Moore

    Brianne Moore is a business consultant with a focus in market research design and implementation. An experienced practitioner – with a unique skill set in social media analysis – using traditional research methodologies. She has clients in a wide range of industries, with particular attention on technology, finance and pharmaceutical sectors and is focused on innovation in research methodology, specifically leveraging SDL CXM technologies as research instruments to understand global markets and provide solutions to enterprise organisations.

    Caroline van den Bos

    Insight & NPS Director, Royal & Sun Alliance
    Caroline van den Bos

    Darren Hodder

    Director, Fraud Consulting Ltd.
    Darren  Hodder

    Darren is the director of Fraud Consulting Ltd, which was incorporated in July 2009 to provide vendor neutral fraud consultancy services to clients covering financial services, banking, telecommunications, insurance industries and public sector bodies, both in the UK and internationally.

    A frequent speaker and contributor to forums such as The Fraud Advisory Panel, IAFCI and The Fraud Prevention Forum, Darren has established himself as a domain expert and specialist on technical, data, and software solutions for fraud risk issues with specific expertise in data sharing, identity management, originations and payments fraud, and fraud risk for online transactions & payments.

    Darren sits on the editorial board for e-finance & Payments Law & Policy (Cecile Park Publishing). In April 2012 Darren founded and launched #TheFraudTube as a news and information resource for the counter-fraud community, where he is the editor and regular blogger.

     

    Harvinder Atwal

    Head of Customer Insight, Moneysupermarket
    Harvinder  Atwal

    James Wycherley

    Director, Customer & Market Analysis, Barclays Bank
    James Wycherley

    Jan-Pieter Lips

    President, Europe Middle East Africa, AIMIA
    Jan-Pieter Lips

    Jan-Pieter Lips was appointed President of the EMEA region and member of Aimia’s global executive committee in February 2013. In this role, he has full accountability for leading and growing Aimia's businesses in the EMEA region across a full suite of loyalty management: loyalty services, loyalty analytics and coalition programmes, including Nectar, Nectar Italia and Air Miles Middle East. He was one of the founders of the Nectar UK business in 2002 and was Managing Director of Nectar UK from 2009 to February 2013. He is one of the pioneers of the loyalty management industry in Europe, having started his career with Loyalty Management Group in the Netherlands in 1997. Prior to this Jan-Pieter worked for retail consortium Vendex where he started his career. He has lived in London for more than 10 years and was born and educated in The Netherlands. He holds a degree in Business Economics from the University of Amsterdam.

    Kate Javes

    Head of Records and Information Governance, HSBC
    Kate Javes

    Katie Brown

    Language Solutions Manager - Financial Services, SDL
    Katie Brown

    Katie Brown is a localization expert with over 6 years’ experience of assisting organizations to provide localized and culturally aware customer experiences in local markets. With a linguistic degree and a passion for technology, Katie has successfully worked with some of the world's largest leading global financial services organizations and Fortune 100 businesses across Europe, the US and the Middle East.

    In key positions across strategic account management, new business development and regional management roles, Katie uses her expertise of SDL’s technology and services to help brands to predict what their customers want and engage with them across multiple languages, cultures, channels and devices.
     

    Kevin Smith

    Consultant, Kevin Smith Consulting
    Kevin Smith

    Marco Bressan

    Director Big Data & Open Platforms, New Technologies, BBVA
    Marco Bressan

    Dr Marco Bressan is responsible for BBVA’s Open Platform and Big Data initiatives. The Open Platform is exposing the bank’s core “as a Service” to the external and internal development communities for the roll-out of innovative applications. In this context, Big Data focuses on capturing value from the exposure of the bank's core data assets. The Big Data responsibility also includes the promotion and development of data-driven services, operations, and competencies within the bank.
    Until June 2012, Marco was Chief Innovation Officer, Transportation and Government for Xerox Corporation, helping to create and manage an innovation project portfolio to support business growth. Marco was also responsible for the Services Innovation Laboratory within the company’s European research center, responsible for research teams in various fields such as optimization, artificial vision, automatic learning and ethnography.
    Bressan has previously worked as an independent consultant and set up companies with machine learning foundations in the fields of client intelligence, content management and biometrics. Over 30 scientific publications and 10 patents are the result of his career’s research work. This work has been applied in the fields of biometrics, data mining, satellite image, digital image management and industrial vision.
    He is a Mathematics graduate from the University of Buenos Aires, holds a Master’s degree in Artificial Vision from the Computer Vision Center (Barcelona) and is a Doctor in Computing Science and Artificial Intelligence from the Autónoma University of Barcelona. He is an active member of the data science, computer vision and pattern recognition community.

    Mike Bradford

    Director, Regulatory Strategies
    Mike Bradford

    Mike Bradford LL.B (Hons) FCIB is an acknowledged expert in UK and international regulatory and consumer affairs, compliance and data protection, combining a strategic and commercial approach with an in-depth appreciation of the associated legal and regulatory challenges and opportunities.

    He is a member of the UK / EU panel of data protection experts for DataGuidance (www.dataguidance.com) and expert advisor on global privacy and regulatory affairs for the Business Information Industry Association (www.biia.com).

    Prior to founding Regulatory Strategies in May 2009, he was UK and EMEA Director of Regulatory and Consumer Affairs at Experian, a FTSE 100 plc where he was responsible for regulatory compliance and driving the optimal and compliant uses and applications of data and information assets in product and solutions design and development in respect of credit bureau, marketing and value added services.

    Between 2007 and 2009 he was the first UK President of the Brussels-based Association of Consumer Credit Information Suppliers (ACCIS), leading 35 consumer credit bureaus in 25 European countries and 7 associate members from all other continents.

    In August 2008 he was elected to the European Commission Expert Group charged with identifying challenges and solutions to creating a single European credit market for consumers and lenders, and has presented to the European Commission and Parliament on related issues.

    He has provided evidence as an expert witness on privacy, data protection, data sharing, marketing and credit to UK Parliamentary Select Committees and the Competition Commission.

    He is a regular contributor to industry publications and presents at UK and International conferences on data protection, marketing and credit, regulatory, consumer and industry issues, both from a compliance and commercial perspective.
     

    Neill Crossley

    Principal Consultant, Solution Consulting, FICO
    Neill Crossley

    Neill joined FICO in August 2003 as the Manager responsible for leading FICO's Decision Optimisation consulting efforts in the European Region. In 2006 his role changed to Principal Consultant for Analytic Solutions, supporting of all FICO’s Analytic Solutions from segmentations and scorecards through to the latest optimisation techniques; from analytic software tools, training and consultancy through to Research projects. He has been a regular speaker at FICO’s conferences on analytic and decision management topics for a number of years.

    Neill is currently involved in developing new and strategic analytic and decision management solutions for use by FICO clients within the EMEA Region and is a member of FICO Labs, a cross functional team that focuses on new innovations.

    Prior to joining FICO, Neill was Senior Manager, Strategic Decisioning Solutions, for the UK retail bank Abbey plc. This role included developing analytic & decision management solutions both within the bank’s Retail Credit Risk and CRM areas, as well as undertaking a range of strategic planning functions such as Economic Scenario Analysis and EVM/Basel II. Prior to this he was the Retail Credit Risk Portfolio Manager for both the Credit Card and Current Account portfolios.

    Neill brings together a rare combination of banking and technical expertise and has a proven track record of delivering innovative solutions that result in multi-million pound benefits.

    Neill has won the following awards:
    • FICO Technology Awards 2012 – FICO Model Central Solution
    • FICO Technology Awards 2008, 2009, 2010, 2013 – Various Optimisation Solutions – Customer Level Optimisation, Quick Start Optimisation Development Methodology
    • Designed and built the automated decision management solution that won Abbey plc the Marketing Society Award 2003 for Customer Insight.
     

    Patrick Glenisson

    Head of Marketing Analytics , KBC Banking & Insurance
    Patrick Glenisson

    Paul Edwards

    Chief Strategy Officer & European CEO, Hall & Partners
    Paul Edwards

    Following a market research apprenticeship with Unilever, Paul went clientside with Smith & Nephew and Pedigree Petfoods. Moving into advertising at Bartle Bogle Hegarty, he became head of Planning at Young & Rubicam and SPLintas. Paul was Chairman and CEO of The Henley Centre working on future strategic direction for a wide range of clients. At Henley, Paul was a frequent commentator on TV and Radio on branding, consumer and new media matters. A spell as group CEO for Lowe & Partners serving clients’ integrated marketing needs was followed by joining Publicis in 2004 as Chief Strategy Officer. Paul re-joined Research International in August 2007 and became Chairman of the UK business following the merger with TNS. In March 2011 he joined Hall & Partners, the Omnicom owned global advertising research company as European CEO.
     

    Peter Thompson

    Head of Programme Assurance & Governance, Co-operative Bank Plc
    Peter Thompson

    Reinhardt Schink

    Head of Market Analysis and Strategy, Allianz Deutschland
    Reinhardt Schink

    Since 2009 Dr. Reinhardt Schink has with his team been responsible for market analysis, strategy and strategic innovations at Allianz Germany. Additionally he is chairman of the Retail Insurance Advisory Council of Efma (European Financial Marketing Association).
    Previously, he specializsd for 3 years within Group Economic Research & Corporate Development on Allianz’ group-wide pension initiatives and group strategy and was deputy chairman of the advisory board of Allianz’ Worldwide Employee Benefit Network “All Net GmbH” and was a member of different pan-European pension sounding boards and cross-border pension initiatives.
    Before he became assistant to the CEO of Allianz SE he was Head of Corporate Client Department at Allianz Life. As Senior Consultant with Allianz Dresdner Pension Consult (2001 – 2004) he was along with his team responsible for advising the top 200 listed German companies on pension matters and the development of innovative pension products for the German market.
    Reinhardt holds a Masters Degree in Business Administration and gained his PhD on "Knowledge Management in Strategic Management."
     

    Riten Gohil

    CEO, Sphonic
    Riten Gohil

    Sian Tyrrell

    Records & Information Governance Manager, Engagement, HSBC
    Sian	 Tyrrell

    Steve Wills

    Managing Director, Customer Insight Solutions
    Steve Wills

    Tuuli Perkio

    Vice President, Debit Product Development, MasterCard Worldwide
    Tuuli Perkio

    Grange Tower Bridge Hotel

    45 Prescot Street
    London Borough of Tower Hamlets
    E1 8GP
    United Kingdom

    Grange Tower Bridge Hotel

    HOTEL BOOKING FORM

    Title

    SubTitle
    speaker image

    Content


    Title


    Description

    Download


    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

    Event Title

    Headline

    Text
    Read More

    I would like to speak at an event

    I would like to attend an event

    I would like to sponsor/exhibit at an event

    SIGN UP OR LOGIN

    Sign up
    Forgotten Password?

    Contact SMi GROUP LTD

    UK Office
    Opening Hours: 9.00 - 17.30 (local time)
    SMi Group Ltd, 1 Westminster Bridge Road, London, SE1 7XW, United Kingdom
    Tel: +44 (0) 20 7827 6000 Fax: +44 (0) 20 7827 6001
    Website: http://www.smi-online.co.uk Email: events@smi-online.co.uk
    Registered in England No: 3779287 VAT No: GB 976 2951 71




    Forgotten Password

    Please enter the email address you registered with. We will email you a new password.