Training workshops for marketing professionals from the PM Forum
The PM Forum has been successfully running practical training workshops exclusively for its members
for the past eight years.
UM workshops are all run in London.
To facilitate interaction, each workshop is restricted to 16 attendees.
- Delivering winning internal communications - Monday 12 January 2009, Lunch
- Practical and professional skills for marketing assistants - Friday 23 January 2009, Half day
- Negotiating with confidence - Tuesday 27 January 2009, Half day
- The Proactive Marketing Executive - Thursday 5 February 2009, Full Day
- Turbo-charged communications - Friday 13 February 2009, Half day
- How to write more effectively - Thursday 19 February 2009, Half day
- Basic marketing training for secretaries - Thursday 26 February 2009, Half day
- The Future Marketing Manager - Thursday 5 March 2009, Full day
- Increasing your personal effectiveness - Wednesday 25 March 2009, Half day
- Practical and professional skills for marketing assistants - Friday 3 April 2009, Half day
- An introduction to selling and business development - Thursday 30 April 2009, Half day
- A beginner’s guide to preparing a marketing plan - Wednesday 13 May 2009, Half day
- The Proactive Marketing Executive - Thursday 4 June 2009, Full Day
- The Future Marketing Manager - Friday 26 June 2009, Full day
- Basic marketing training for secretaries - Thursday 2 July 2009, Half day
- Advanced marketing planning - Thursday 10 September 2009, Half day
- Project, campaign and time management - Wednesday 30 September 2009, Half day
- The Proactive Marketing Executive - Wednesday 14 October 2009, Full Day
- Practical and professional skills for marketing assistants - Wednesday 4 November 2009, Half day
- The Future Marketing Manager - Wednesday 11 November 2009, Full day
- Introduction to creativity and innovation - Thursday 19 November 2009, Half day
Delivering winning internal communications
Monday 12 January 2009 - Lunch
Professional service firms don’t do proper internal communications, and aren’t really serious
about engaging their employees… are they? For many communicators new, or not used to
working in this sector, this is an all too common view of the challenge that awaits them.
This workshop will prove that effective communications can be delivered within a
professional services environment and can make a big contribution to a firm’s success.
Internal communications covers a vast area, whether it is sending out regular newsletters
to providing crucial support to leadership and executive teams.Whether you are relatively
new to communications or a seasoned practitioner, professional services communications
offers huge opportunities to develop your career, not only in terms of delivering creative
and effective solutions but also through playing a major role within your firm.
This workshop will share a range of ideas and case studies covering:
- The role of communications within the firm
- Delivering stuff
- Getting the trust to work with your leadership teams
- Social media and innovation
- Measurement and evaluation
Howard Krais is an internal communication specialist with a track record of working in,
and for professional firms over many years. For over four years he built and ran internal
communications within Eversheds, twice winning the Legal Marketing Award for internal
communications. Now with leading internal communications specialists Gatehouse,
Howard has worked on a diverse range of projects and communications initiatives with a
variety of organisations continuing to work with many professional firms.
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For more information download a booking form
Practical and professional skills for marketing assistants
Friday 23 January 2009 - Half day
Created in 2002 and updated regularly (most recently in November 2008) this is a popular half-day
interactive workshop allowing for the exchange of views and ideas 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.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Marketing strategy and plans
- Practical marketing and communications skills
- Personal marketing
- Planning your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
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For more information download a booking form
Negotiating with confidence
Tuesday 27 January 2009 - Half day
Professional services practitioners are trained to look for faults in arguments, to play devil’s
advocate, to uncover weaknesses in others’ positions. Language, one of the most important
weapons in their armories, is used forensically, often pedantically, to score points; when
coupled with their substantial self confidence (or outsized ego, depending on your
perspective) they may appear impervious to alternate viewpoints.
This workshop highlights a range of practical techniques for winning your internal clients
around to your way of thinking. It will not turn you overnight into the next Clarence
Darrow but will give you a set of practical guidelines that you can start applying as soon as
you return to your office.Whether you are a junior member of a marketing team
struggling to find the means of asserting yourself in the face of a sceptical partnership or a
seasoned veteran preparing to launch a new initiative, this workshop will help you to
increase the impact of your persuasion skills.
Using real-life examples, the workshop will cover:
- The importance of mastering, summarising and selling your subject matter,
- Persuasion techniques – language cues, creating common ground and clarifying
motivation,
- Adopting initial positions and making tactical retreats,
- Questioning and listening skills and body language,
- Achieving consensus and pursuing closure.
Meirion Jones is executive director, Clients & Markets at Reed Smith.A business
development and key account management specialist with 20 years of professional services
marketing experience he leads the firm's global BD team.
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For more information download a booking form
The Proactive Marketing Executive
Thursday 5 February 2009 - Full day
A 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.
Expanding some of the themes in the Practical and Professional Skills for Marketing Assistants this course contains
a number of group exercises which provide ample opportunity to talk to and learn from other participants.
Topics covered include:
- Introduction
- Towards strategic marketing
- Extending tactical marketing knowledge
- Managing tactical marketing programmes
- Working more closely with fee-earners
- Getting closer to clients
- Developing your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
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For more information download a booking form
Turbo-charged communications
Friday 13 February 2009 - Half day
An intensive and interactive course for those who want to enhance their communications skills both
to improve their relationships with their fee-earners and also for their external marketing and selling.
The workshop qualifies for 3 hours CPD.
This workshop is suitable for senior marketing executives and marketing managers who wish to
improve the way they communicate with senior partners.
Topics covered:
- Introduction
- Perception (and first impressions)
- Personality
- Influence, persuasion and negotiation
- Surviving a partnership
- Telephones
- Networking
- Writing – Internal and external
- Interviewing, listening and problem solving
- Presenting with impact
- Relationships
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
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For more information download a booking form
How to write more effectively
Thursday 19 February 2009 - Half day
Getting your message across clearly, concisely and engagingly is essential for
effective marketing communications.Yet so much professional services writing
is weighed down by jargon, impenetrable sentence structure and long-winded
phrases.
This brand new writing workshop will help you avoid the common traps that
professional services writers fall into.You’ll understand what makes good,
effective writing.And you’ll learn to apply those techniques to your own
writing.
By studying real examples and following practical exercises, you’ll learn how to
simplify your sentences, make your meaning clearer and engage more
effectively with your readers.
Gareth Chadwick of Wordsworks is a professional services copywriter and
writing trainer. He helps clients to improve their writing skills and get their
marketing messages across effectively through simple, concise and engaging
written communications.
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For more information download a booking form
Basic marketing training for secretaries
Thursday 26 February 2009 - Half day
This half-day workshop covers the basics of marketing in professional services firms.Whilst a lot of
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 and to apply the ideas that are learned.
The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Basic marketing theory
- Developing your role
- Conclusions and summary
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
The Future Marketing Manager
Thursday 5 March 2009 - Full day
A highly interactive full-day workshop for marketers 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.
Topiocs covered include:
Hard issues
- What is a manager?
- The big picture - Taking a broader view
- Strategic marketing and business development
- Developing a marketing plan
Soft issues
- Being perceived as a manager
- Gaining partner buy-in
- Running a team
- Motivating yourself
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Increasing your personal effectiveness
Wednesday 25 March 2009 - Half day
This half-day course is for marketing executives and managers in professional service firms who are
happy with their marketing knowledge and skills but need to find ways to increase their effectiveness.
The focus of this interactive and practical course is on a number of essential personal, interpersonal
and management competencies.The workshop qualifies for 3 hours CPD.
Topiocs covered include:
- Introduction
- Conveying the right impression
- Know what you want
- Know what others want
- Get things done
- Keep on track
- Communicate
- Managing others
- Pulling it all together
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Practical and professional skills for marketing assistants
Friday 3 April 2009 - Half day
Created in 2002 and updated regularly (most recently in November 2008) this is a popular half-day
interactive workshop allowing for the exchange of views and ideas 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.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Marketing strategy and plans
- Practical marketing and communications skills
- Personal marketing
- Planning your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
An introduction to selling and business development
Thursday 30 April 2009 - Half day
This half-day course is an introduction for senior marketing executives and managers to the concepts
and processes of selling. It explores the differences between marketing and business development, reviews the
key concepts and models and offers guidance on how to initiate the transition from both the firm’s and the
individual’s perspective.The workshop qualifies for 3 hours CPD.
Considering both theory and application, the course equips delegates with the ability to help fee-earners more
effectively to convert opportunities and win new business and to develop more work from existing clients. It
also helps delegates identify how they will continue their personal development in the areas of selling and BD.
Topics covered include:
- Introduction and aims
- An introduction to selling
- New client/business generation
- Selling to existing clients
- Business development systems
- Getting started
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
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For more information download a booking form
A beginner’s guide to preparing a marketing plan
Wednesday 13 May 2009 - Half day
An introductory workshop for those who have not yet produced a marketing plan in a PSF.
This session will help them understand the process and challenges of building a plan in a professional
services firm whether it is for their firm, their office or a particular team.
This workshop is suitable for marketing executives who have little or no experience in preparing a
marketing plan.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- About marketing plans
- Starting points
- Where are we now?
- Where do we want to be?
- How will we get there?
- Making it happen
- Monitoring progress
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
The Proactive Marketing Executive
Thursday 4 June 2009 - Full day
A 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.
Expanding some of the themes in the Practical and Professional Skills for Marketing Assistants this course contains
a number of group exercises which provide ample opportunity to talk to and learn from other participants.
Topics covered include:
- Introduction
- Towards strategic marketing
- Extending tactical marketing knowledge
- Managing tactical marketing programmes
- Working more closely with fee-earners
- Getting closer to clients
- Developing your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
The Future Marketing Manager
Friday 26 June 2009 - Full day
A highly interactive full-day workshop for marketers 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.
Topiocs covered include:
Hard issues
- What is a manager?
- The big picture - Taking a broader view
- Strategic marketing and business development
- Developing a marketing plan
Soft issues
- Being perceived as a manager
- Gaining partner buy-in
- Running a team
- Motivating yourself
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Basic marketing training for secretaries
Thursday 2 July 2009 - Half day
This half-day workshop covers the basics of marketing in professional services firms.Whilst a lot of
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 and to apply the ideas that are learned.
The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Basic marketing theory
- Developing your role
- Conclusions and summary
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Advanced marketing planning
Thursday 10 September 2009 - Half day
A practical workshop for marketers who have developed marketing plans but wish to tackle specific planning
and implementation issues.The emphasis will be on adopting a strategic perspective and integrating different
aspects of the marketing, selling and client development processes. Delegates will be encouraged to share ideas
and experiences.
This workshop is suitable for marketing executives who have produced a marketing plan and wish to develop
their knowledge and skills and seek help in implementation.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Lessons from the masters – MacDonald, Maister and Mayson
- Leadership challenges
- Motivational challenges
- Data challenges
- Competitive challenges
- Communication challenges
- Integration challenges
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Project, campaign and time management
Wednesday 30 September 2009 - Half day
An introduction to essential project management skills for marketing executives and managers.The course
provides an opportunity to review your current approach and identify ways to improve; to learn techniques
that save time and increase effectiveness and efficiency and to develop a more strategic approach to project,
campaign and time management.
The session is aimed at all levels from relatively junior assistants to senior managers who have not had any
formal training in these areas.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Time management
- Projects
- Campaigns
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
The Proactive Marketing Executive
Wednesday 14 October 2009 - Full day
A 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.
Expanding some of the themes in the Practical and Professional Skills for Marketing Assistants this course contains
a number of group exercises which provide ample opportunity to talk to and learn from other participants.
Topics covered include:
- Introduction
- Towards strategic marketing
- Extending tactical marketing knowledge
- Managing tactical marketing programmes
- Working more closely with fee-earners
- Getting closer to clients
- Developing your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Practical and professional skills for marketing assistants
Wednesday 4 November 2009 - Half day
Created in 2002 and updated regularly (most recently in November 2008) this is a popular half-day
interactive workshop allowing for the exchange of views and ideas 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.The workshop qualifies for 3 hours CPD.
Topics covered include:
- Introduction
- Marketing strategy and plans
- Practical marketing and communications skills
- Personal marketing
- Planning your career
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
The Future Marketing Manager
Wednesday 11 November 2009 - Full day
A highly interactive full-day workshop for marketers 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.
Topiocs covered include:
Hard issues
- What is a manager?
- The big picture - Taking a broader view
- Strategic marketing and business development
- Developing a marketing plan
Soft issues
- Being perceived as a manager
- Gaining partner buy-in
- Running a team
- Motivating yourself
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Introduction to creativity and innovation
Thursday 19 November 2009 - Half day
A half-day interactive exploration of the basis of creativity and innovation – both in its application to day-today
problem solving and within marketing. Delegates will be given assessments to analyse their creative
potential and the opportunity to try to apply a number of different techniques to various situations and
develop confidence in the use of their own creative skills.The workshop qualifies for 3 hours CPD.
The session is aimed at all levels of marketing staff who want to gain a better understanding of creativity.
Please come equipped with some problems and challenges that you wish to address!
Topics covered include:
- Introducing creativity – The theoretical bit
- Different ways of working – The tools bit
- Creativity in marketing and business development – The applied bit
Kim Tasso is an independent consultant with over 20 years' experience of strategic and tactical marketing, business development, selling and client management in the professions. After senior in-house roles at Deloitte and Nabarro she started her consultancy in 1994 and has since worked for over 200 firms in legal, accountancy and surveying
including: Allsop & Co, Atisreal, Hempsons, Keating Chambers, Olswang, Mayer Brown, S J Berwin, The Law Society, Thomson Snell & Passmore, Weil Gotshal & Manges.
Return to top
For more information download a booking form
Cancellations/Substitutions
Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee will be incurred per person). Substitutions, however, can be made at any time. Practice Management International reserves the right to cancel with no liability beyond refund of fees paid.
Eligibility
These training courses are open solely to member firms of the PM Forum, a worldwide group of over 4,000 marketers in professional services firms.
Booking details
There is no limit to the number of attendees from one firm - send a separate booking form for each attendee.
For further information contact:
PM Forum - 020 7786 9786 - training@pmint.co.uk