Problem solving, creativity and innovation

Thursday 25 March  -   9.00am to 12.30pm - Half day

A half-day interactive exploration of problem solving, creativity and innovation techniques – both in their application to day-to-day management and problem solving and within marketing campaigns. Delegates will have plenty of opportunity to apply the different techniques to various situations and develop confidence in the use of their own creative skills.

The session is aimed at more senior levels of marketing/business development staff who want to gain a better understanding of creativity and apply it in strategic situations to support their leadership.

The workshop qualifies for 3 hours CPD.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Managing change and leadership

Friday 9 April  -   9.00am to 12.30pm - Half day

This new half day workshop for senior marketing and business development managers enables them to explore the change management challenges in their firm and get to grips with a number of tools that will help them lead effective change.

This session qualifies for 3.5 hours CPD

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Client feedback

Tuesday 20 April  -   8.30am to 10.00am - Breakfast

Almost all professional services firms gather client feedback one way or another, either by undertaking independent partner reviews, key account reviews, post transactional feedback or other means; but which method is best?

In its simplest form, client feedback can assist in the tactical management of client accounts, but when integrated into the DNA of a firm can become an important information source to support and manage professional reputation, brand, service delivery, risk, remuneration and business development activity.

Derek Jones, managing director of Acuigen, joined the Royal Navy as an officer before qualifying as an Observer in the Fleet Air Arm flying Lynx helicopters; in this role he was primarily involved in information collection, evaluation and decision making to win. He later completed an MBA at Cranfield School of Management in 1992 where he studied marketing and information management.Acuigen have since completed many tens of thousands of interviews evaluating service delivery for professional services firms, blue chip and public sector clients, in a range of projects across the UK & EMEA.

Return to top

For more information download a booking form

Time, project and campaign management

Thursday 29 April  -   9.00am to 12.30pm - Half day

Whilst the CIM has introduced an entire diploma course on marketing project management, this course is aimed at executives and managers find it helpful to review the three linked processes of time, project and campaign management from a more practical perspective. More junior marketing and business development staff may find the “Personal effectiveness” course more appropriate to their needs.

The workshop qualifies for 3 hours CPD.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Digital – What is out there, what is it supposed to do and how would it work in professional services?

Monday 10 May  -   12.30pm to 2.00pm - Lunch

The way people behave is always changing, and the way we interact with each other is a big part of this.When you look at how people engaged with each other 10 years ago it is miles apart from how people communicate today. Actually if you look at how people communicated 12 months ago it has changed dramatically. People receive emails on their phone, check messages on Facebook, twitter, LinkedIn, video chat , etc.

It’s interesting to analyse how this affects the way we communicate with our clients. Client communications has not evolved in the same way as social media and many firms still rely on the partners to pick up the phone and visit their client’s offices.Whilst personal communications are still vital the function of marketing and digital channels is to support those relationships and ensure face to face meetings are as effective as possible.

Edward Weatherall is the joint MD of Concep and has been introducing digital communications to professional services for over six years. Dwain Thomas is joint MD of Concep and has worked in digital strategy for over 15 years and has consulted with global organisations on the implementation of effective digital marketing initiatives. They have worked with organisations such as Lovells, Baker Tilly, Mazars, DLA Piper and Apple.

Return to top

For more information download a booking form

Marketing and BD planning in the professions

Wednesday 12 May  -   9.00am to 12.30pm - Half day

Planning in the professions is a challenge.This interactive session is designed for both those who are new to marketing and business development planning and to those who studied the subject with the CIM and need a perspective and help on applying that knowledge in a professional partnership.

Through exercises and discussion with other delegates, the session will provide confidence, motivation, new insights and ideas for those tasked with developing plans and achieving fee-earners buy in to their implementation. Delegates should leave the session with a clear plan for how they start or improve the planning in their firms.

The workshop qualifies for 3 hours CPD.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Getting buy in

Tuesday 18 May  -   8.30am to 10.00am - Breakfast

Working as a marketer in a professional services firm can be a peculiarly frustrating existence for the faint of heart. Indeed as one senior partner in a law firm once said to me: “marketing wants to talk to me about strategy but I just want them to stuff envelops!”

Marketing’s ability to support a business effectively, to sell in ideas, and indeed to make initiatives work depends on its ability to get senior colleagues in the business to buy in for what marketing can offer in its broadest sense, and to encourage senior colleagues to adopt and sponsor (and involve themselves directly with) individual initiatives and ideas.

Emily Morris has been marketing director of Rathbone Brothers Plc, a listed investment management and wealth management firm, for the last five years. She has worked in both in-house and consultancy roles in advertising, public relations and marketing for over 20 years almost exclusively looking at professional services and financial services firms.

Return to top

For more information download a booking form

Putting managers at the heart of your internal communications

Thursday 20 May  -   9.00am to 12.30pm - Half day

This brand new workshop will focus exclusively on the role of managers as part of the communication process. Using a range of case studies and research-based evidence, it will provide a fast-paced introduction to the topic and show you how to incorporate managers into your wider employee communication strategy

Through exercises and discussion with other delegates, the session will provide confidence, motivation, new insights and ideas for those tasked with developing plans and achieving fee-earners buy in to their implementation. Delegates should leave the session with a clear plan for how they start or improve the planning in their firms.

Lee Smith is co-founder and director of Gatehouse, a growing consultancy specialising in employee communication, engagement and change. Lee has spent half of his life working in the field of corporate communication, during which time he has held senior positions with some of the UK’s leading financial and professional services organisations.

Return to top

For more information download a booking form

The Future Marketing Manager

Thursday 3 June  -   10.00am to 17.00pm - Full day

A popular interactive full-day workshop for marketers and business developers who are looking at how to position and prepare themselves for their first management role.This is the latest in the well established series of courses supporting marketers as they progress through their careers in the professions.The workshop qualifies for 6 hours CPD.

This course contains a number of group exercises which provide ample opportunity to talk to and learn from other participants.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Coaching and mentoring staff and fee-earners

Friday 25 June  -   10.00am to 17.00pm - Full day

This is an interactive full-day workshop for senior marketing and business development managers. It provides a thorough introduction to the theories of coaching and mentoring before providing numerous exercises to practice applying practical coaching techniques to skills to line management and fee-earner business development situations.

The course provides material and guidance for those interested in coaching as a tool to support the development of junior staff and for those who need to help fee-earners acquire new business selling and relationship management skills to improve confidence and performance and to support the implementation of business development initiatives.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Assertiveness, confidence and effectiveness

Thursday 15 July  -   9.00am to 12.30pm - Half day

This half-day course is for marketing assistants, executives and managers in professional service firms who are keen to develop their relationships with their team members and fee-earners by enhancing their personal skills in a number of areas.The focus of this interactive and practical course is on a number of essential personal, interpersonal and management competencies.

This half day course qualifies for 3.5 hours CPD.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

The effective marketing and business development PA/Secretary

Thursday 30 September  -   9.00am to 12.30pm - Half Day

Whilst basic marketing theory is covered during the session, there is plenty of opportunity for participants to work with each other to share ideas and experiences about their roles and their firms and to apply the ideas that are learned.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Practical and professional skills for marketing and BD assistants

Wednesday 6 October  -   9.00am to 12.30pm - Half Day

A popular half day interactive workshop for those with a basic understanding and some experience of marketing who would like to develop their marketing knowledge, role and career within a professional service firm.

Those who require more indepth training should look at The Proactive Marketing Executive course which explores similar issues during a full day. The workshop qualifies for 3.5 hours CPD.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

The Proactive Marketing Executive

Thursday 21 October  -   10.00am to 17.00pm - Full day

A popular highly interactive full day workshop for senior marketing assistants and executives who want to a) move from responsive service provision into a more proactive advisory role and b) expand into more managerial, strategic and client focused areas.The workshop qualifies for 6 hours CPD.

This course expands on the themes in the Practical and Professional Skills for Marketing Assistants and allows more time to explore some of the issues raised there.This course contains a number of group exercises which provide ample opportunity to talk to and learn from other participants.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

Integrating marketing with selling and relationship management

Thursday 4 November  -   9.00am to 12.30pm - Half day

Sometimes, those in a central marketing or communications role are left out from the more client facing activities involved in winning new business (selling) and developing existing clients (relationship management).This session provides an introduction to the wide arena of sales and account management – with an emphasis on what works in the professions – and provides tools to equip marketers to increase their increase their contribution to business development success.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form

The Future Marketing Manager

Friday 19 November  -   10.00am to 17.00pm - Full day

A popular interactive full-day workshop for marketers and business developers who are looking at how to position and prepare themselves for their first management role.This is the latest in the well established series of courses supporting marketers as they progress through their careers in the professions.The workshop qualifies for 6 hours CPD.

This course contains a number of group exercises which provide ample opportunity to talk to and learn from other participants.

Kim Tasso is an independent consultant with over 20 years’ experience of strategic planning, marketing, business development, selling and client management in the professions. Her career started in sales and marketing in the technology sector. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 300 firms in legal, accountancy and surveying including: BNP Paribas Real Estate, Colliers CRE, haysmacintyre, Grant Thornton, Hempsons, Keating Chambers, Olswang, Mayer Brown, sjberwin, Royds, Stiles Harold Williams,Thomson Snell & Passmore and Weil Gotshal.

Further information at www.kimtasso.com

Return to top

For more information download a booking form