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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Critical thinking, judgement & decision making

4 September 2019, London

In an increasingly complex world, good judgment and decision making skills are crucial for both business and personal success. Research has found that decision effectiveness is 95% correlated with financial performance. Yet despite this, there is often little focus on how we can make better decisions, individually and collectively, as part of a team, a project or an organisation. In this fast paced workshop, you will explore the part that individual character and judgement play in decision making and the human skills that are needed to make better decisions to drive your society and career forward.


Making sense of later life lending

5 September 2019, London

Longer terms, increasing age limits, a growing equity release market and the infancy of retirement interest-only mortgages. Later life lending is the fastest moving part of the mortgage market at the moment and this event aims to help you to make sense of it all. 


Reinvigorating communities

9 September 2019, London

Building on the BSA’s recent Reinvigorating Communities report, this seminar gives the opportunity to explore further how building societies and credit unions are helping to revitalise their local communities. 


Lending in later life

17 September 2019, London

With people over 65 currently holding £1.5 trillion in housing wealth, and with mortgage borrowing in this age group projected to double by 2030, lending in later life has the potential to be a huge growth area for building societies in the years to come. This one-day course is designed to upskill Mortgage Advisers to understand the wider implications and possibilities for customers looking to raise money in later life.


NEDs networking dinner

24 September 2019, London

This dinner is one in a series of networking dinners specifically geared for the Chairs and NEDs of BSA members. Its objective is to discuss a range of pertinent topics as a group over the course of the dinner.


An introduction to treasury management

25 September 2019, 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

26 September 2019, 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, risk & regulatory update

3 October 2019, Leicester

In a highly specialist and regulated sector it is important for societies and auditors to keep up to date with changing audit, accounting, risk and regulatory requirements. This event provides a summary of recent changes and reminders of key requirements and explains the implications for building societies and their auditors


Digital mutual conference 2019

10 October 2019, London

The BSA’s 3rd Digital Mutual Conference brings together building societies, credit unions and financial service providers to focus on key areas of technology, digitisation and fintechs.


Operational resilience

15 October 2019, London

While we await feedback from the Bank of England, PRA and FCA on their joint 2018 discussion paper on operational resilience, firms cannot afford to sit on their hands and must start implementing changes now. This full day seminar aims to help firms prepare by covering the roles and responsibilities of senior management, outsourcing, helping firms identify and set key tolerance levels for disruption, understand the Regulators’ approach and look at other’s experiences of embedding a culture of operational resilience.


Mortgage underwriting

Dates to be arranged (subject to demand)

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


Arrears handling

22 October 2019, London

This bespoke one-day course, in partnership with the Chartered Insurance Institute (CII), is designed to help navigate the ever more complex area of arrears handling.  It will give an overview of regulatory requirements as well as a basic understanding of the legal process of repossession. In addition, the regulator expects an arrears handler to be able to identify vulnerable customers, deal with them in an understanding and sensitive way and take into consideration their vulnerability when discussing missed payments on their accounts. 


Conduct risk and compliance in modern financial services

22 October 2019, Leeds

In financial services, the related functions of compliance and conduct risk are still relatively new. Over the last decade or so, legal and regulatory requirements on, and expectations of, financial services firms have reached very high levels. This seminar, in conjunction with Addleshaw Goddard LLP, drills down into risk and compliance functions and examines their practical place in the modern regulatory and risk environments.  


Understanding fintech

18 & 19 November 2019, London

Fintech is impacting all aspects of how firms operate, from product, marketing, distribution to compliance, governance and leadership. This two-day course provides building societies and credit unions with a comprehensive understanding of what fintech is, why it has developed and how it is shaping the future winners and losers in financial services. 


Building Societies Annual Conference 2020

5-6 May 2020, Liverpool

Following on from the success of this year's event, the Building Societies Annual Conference will be heading to Liverpool for the first time.


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