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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Audit, accounting and regulatory update

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.


Supporting customers in vulnerable circumstances

6 October 2017, London

There is now a strong focus on supporting customers in vulnerable circumstances and creditors have invested significantly in support for customers with mental health problems. However, vulnerability is more than mental health.  Attention has turned to the full range of other vulnerable situations that staff encounter daily such as serious illnesses, mental capacity limitations and addictions. In response to this need, the Money Advice Trust has developed a one-day interactive training workshop to improve you and your colleagues’ knowledge, skills, and confidence of working with customers who may be in vulnerable circumstances.


NEDs networking dinner

10 October 2017, Birmingham

The BSA is hosting a private networking dinner for NEDs from different societies to meet, network and discuss current burning issues.


Annual meet-up for mortgage professionals

12 October 2017, London

Our next meet-up for mortgage professionals will cover current lending and future trends, with the keynote speech provided by the FCA with a deep-dive into building society mortgage lending over the last year.


Strengthening accountability in banking: work to date and the 'final phase': practicalities

17 October 2017, London

This seminar is the latest in a long-line of BSA events on the subject. As well as taking a practical look at how our members are implementing the current requirements, this event also examines the more recent developments, including the regulatory guidance on the new duty of responsibility, the extension of some of the conduct rules to notified NEDs,and the other SMR ‘adjustments and optimisations’.


Media training for senior executives

This one-day programme will give participants a framework to understand how to navigate the media.  Delegates will gain practical experience of preparing for and handling broadcast interviews, including those caused by crises.  At the end of the day you will communicate with more authority and personal credibility, be able to pitch your message at the right level and achieve a more successful outcome. It’s not just about media training but gaining media confidence.


Local & regional building societies conference

1 & 2 November 2017, Manchester

A key event in the building society calendar, the local and regional conference joins leaders together to converse and collaborate with market leaders in digital and customer innovation. The event, sponsored by Mutual Vision and hosted by Marsden Building Society will be held over two days with a dinner and allows plenty of time for networking and sharing of ideas. With speakers from KPMG, Yorkshire Building Society, Whitecap Consultancy and KPMG Nunwood the line-up will explore and debate a changing digital world and how this can be integrated in business strategy to deliver excellent customer service. It is aimed at NEDs, executives and senior managers from building societies and others working to support our sector.


An introduction to treasury management

1 November 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

2 November 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.


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.


Credit risk management

7 November 2017, London

This full-day seminar aims to bring non-specialist delegates from BSA members up to a good foundation knowledge of modern credit risk management. It will cover the formulation of prudent credit policies, risk management, monitoring and mitigation, and the feedback loop from data analysis into credit policy.


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.


Mortgage underwriting

22 & 23 November, 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.


Legal and compliance seminar

5 December 2017, London

This year's annual event, in conjunction with Addleshaw Goddard LLP, deals with a range of key topical legal, compliance, regulatory, risk and secretarial issues. It is timed to provide an opportunity not only to review the past year but also to horizon scan what is likely to be important in 2018.


Cyber simulation exercise

8 December 2017, London

Cyber-simulation exercises are recommended as a means of testing your plans to manage the aftermath of a successful cyber-attack. The BSA have been working, in conjunction with EY, to set up the opportunity for members to take part in a building society-specific exercise which will test their incident management capability.


Introduction for new NEDs

12 December 2017, London

This programme delivers an intensive introduction for new directors to the business, board and regulatory environments. It also facilitates an exchange of ideas with industry peers through interactive sessions and informal networking.


Risk across the board

13 December 2017, London

Risk management is a fundamental responsibility for regulated firms and their senior management. This interactive programme for NEDs concentrates on key risk areas - prudential, conduct and operational resilience risk, with an emphasis on prevention rather than cure.


Annual update for Chairmen and NEDs

14 December 2017, London

This programme delivers an update for chairmen and NEDs on matters affecting the sector and an exchange of views and ideas on strategic issues.


Annual Conference 2018

23 & 24 May 2018, Manchester

Our annual conference is the biggest event in our calendar attracting over 600 delegates to network and hear about the key issues facing our sector through thought-leading keynotes, discussions, exhibition floor and social events.


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