Current events

Attendance at all core events is free to members.

Please note that all PM Forum events are member only and are recognised by the CIM for CPD purposes

East Midlands

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  • Tuesday 24 May 2016
    How to satisfy the boss with your marketing/BD endeavours

Doing the day to day tasks of implementing marketing and business development tactics may be fun and the bread and butter of justifying a professional’s existence, but to overlook the strategic side is folly – and won’t impress the boss.


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  • Wednesday 18 May 2016
    On Purpose - How professional services branding can become more relevant, authentic and distinctive

90% of what one professional firm does is the same as its competitors. 10% is distinctive. But how can you uncover, articulate and communicate your 10%?

Lee Grunnell and Ingrid Brown will explore how to do this. They'll share practical ways to uncover exactly what makes your firm distinctive and articulate it in a way that underpins everything you do. They’ll then examine best practices for communicating your brand internally and externally through, amongst other channels, your pitches, values, visual identity and tone of voice.

North West

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  • Thursday 19 May 2016
    2016: The evolution of The Trusted Advisor

In 2016 there is a new set of challenges facing professional services providers when it comes to their BD and CRM strategies. With clients chopping and changing their trusted advisors like never before, an over reliance on historical pipeline clients, coupled with the dangers of fee earners resting on their laurels in relation to client service excellence, means that many firms’ revenue plans are looking more and more short term and unpredictable.


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  • Thursday 26 May 2016
    Employer Brand – bringing it to life in the professions

What is an 'employer brand' and why is it important? The next Forum event in Edinburgh will answer these questions, as well as looking at the tangible benefits brand brings to a business, who ‘owns' it and drives its development, and the challenges around activating your own employer brand. You will gain useful insights and tips, sourced from brand research and using great real world examples.

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  • Thursday 16 June 2016
    Pricing for profit – and happier clients!

With sophisticated clients and procurement on the ascendancy, the requirement to pull together and master pricing as a management tool for improved profitability has never been more critical. Used well, smarter pricing can deliver not only more profit, but also happier clients.

South West

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  • Wednesday 4 May 2016
    How to create an approach to CRM that actually works

Professional services firms have trumpeted the importance of client relationships for years. Despite this, many clients feel not much has changed. Those aware of a company’s approach to CRM often express negative perceptions, identifying a greater focus on the 'process' rather than the 'relationship', whilst the firms themselves often find it hard to sustain the interest and motivation of either their partners or their teams.

West Midlands

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  • Thursday 12 May 2016
    Marketing Fundamentals for junior to mid level marketers Part 1: Marketing Data - The Devil is in the details

A new “Marketing Fundamentals” mini-series for our regional members who may not be overly experienced in all marketing fields, or a refresher for those that want it.

Part one is about your marketing data. How to get it, improve it, and use it wisely. Do you run events, send updates or find lists of possible targets for your colleagues? Then you’ll need good quality marketing data to make that task really easy and impress your colleagues.


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  • Wednesday 4 May 2016
    Knowledge is key – Using business intelligence to win work

In this session, Milan Dalal and Veronica Patton-Cemm will draw on real examples to show how targeted business intelligence (BI) is being used to win work.

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