Knowledge sharing and educational events for building societies that increase awareness of business issues and provide the tools and skills that industry professionals need to develop their roles. Many of our events are open to other mortgage lenders and product providers.

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Senior management accountability & 'reasonable steps': practicalities

30 March 2017, London

Directors and senior managers of building societies are subject to a range of duties and obligations, breach of which may result in potential liabilities. ‘Reasonable steps’, and the ability to evidence that they have been taken, are key to managing risk.  But what are ‘reasonable steps’ and how can they be evidenced in practice?  This seminar, run in conjunction with Addleshaw Goddard LLP, will cover these issues and offer practical suggestions to address these.


Research Symposium on Financial Mutuals

11 April 2017, London

To support a broader consideration of organisational types, the BSA is hosting its first ever Research Symposium on Financial Mutuals. The event is intended to bring together researchers interested in building societies and financial mutuals in order to stimulate ideas, discussion and future research.


Annual Conference 2017

3 & 4 May 2017, London

Gain an understanding of the key issues facing our sector through our thought-leading keynotes, workshops, exhibition floor and social events.


New UK regulatory reporting - what's changing over the next 12 months?

9 May 2017, Birmingham

Over the next year building societies will face new regulatory reporting requirements, ranging from FINREP templates to new PRA returns. Some come on stream 1 October 2017; others 1 January 2018. KPMG experts will guide you through this maze and help you understand your obligations and how best to meet them.


Mortgage underwriting

17 & 18 May, London

In recent years the recognised career path to mortgage underwriter has changed substantially, partly due to the changing nature of mortgage advice. This brand new intensive two-day course has been designed to fully equip underwriters with the knowledge required to carry out their role effectively.


Retail conduct risk & relations with the FCA: practicalities

23 May 2017, London

Unlike PRA regulation, most BSA members are not regulated by the FCA on a fixed-portfolio basis, with a named supervisor and regular meetings. This gives rise to additional challenges and emphasises the importance of remaining alert to, and addressing, retail conduct risks. This seminar examines what retail conduct risk is, how it can be managed and mitigated in practice, and techniques for ensuring good relations with the FCA.


Basel 4

The BSA is working with KPMG to put on a full day seminar in London to provide members with the latest update on the Basel capital framework, and in particular on the outcome from the 'Basel 4' reviews of standardised and IRB credit risk and operational risk which was due to be published in January.


Corporate planning workshop

14 June 2017, Manchester

This workshop, in conjunction with EY, will focus on the corporate planning process, from how to create a successful strategy to dealing with the main challenges in the current regulatory and economic environment.


An introduction to treasury management

28 June 2017, London

The objective of this course is to introduce participants to treasury management. It provides an overview of treasury operations within financial services, more specifically within building societies and within the regulatory environment. Following this there is an in-depth study of treasury operations, focusing on liquidity, wholesale funding, credit risk and financial risk.


Treasury risk management

29 June 2017, London

The objective of this course is to provide participants with an overview of the financial and balance sheet risks a building society faces as a consequence of being a mortgage lender and how these risks are managed by the treasury department.


Audit, accounting and regulatory

5 October 2017, Leicester

This very popular annual seminar, in conjunction with KPMG LLP, provides a summary of recent changes and reminders of key requirements and explains the implications for building societies and their auditors, with presentations from specialists with extensive financial sector and building society experience.


CEOs Forum

14 November 2017, London

A discussion forum for chief executives covering BSA strategy work and other issues.


BSA Annual Lunch

15 November 2017, London

Join us at the Annual Lunch to celebrate our sector's achievements, to discuss matters of interest with industry peers and to network with key contacts from government, regulators, industry bodies, the media and other organisations that work closely with and support the mutual sector.


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