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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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.


Customer taxes and reporting update

Wednesday, 18 September at 12 noon

Automatic exchange of information reporting – FATCA, CRS etc – has become BAU for building societies alongside more established HMRC reporting obligations such as BBSI and ISAs. But that doesn't mean you can take your eye off the ball. The reporting obligations of building societies in relation to the tax affairs of customers are constantly evolving and importantly, HMRC's approach is evolving too. Find out what we are seeing and how it could affect your society.


NEDs networking dinner

19 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. FULLY BOOKED - WAITING LIST IN OPERATION.


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. 


Risk, regulatory, audit and accounting seminar

3 October 2019, Leicester

This popular full-day seminar, in conjunction with KPMG, provides a convenient annual update across a range of risk, regulatory, audit and accounting matters – to optimize member benefit, the scope has widened from audit / accounting only. It is primarily designed for building society delegates (finance, risk and regulatory staff and non-executives) but some content will also be relevant to credit unions.  


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.


Mental Health First Aid training course

17 & 18 October 2019

We are offering members the opportunity to attend a two day Mental Health First Aid (MHFA) training course, accredited by MHFA England, to complement the development of the mental health wellbeing strategy and support within your workplace.


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.  


Annual meet-up for mortgage practitioners

24 October 2019, London

Our next meet-up for mortgage practitioners will explore the areas of 'niche' lending tipped to become mainstream. In a challenging housing market, with transactions stalling and the end of Help to Buy on the horizon, our experts will discuss the future avenues for growth.


Cyber simulation exercise

29 October 2019, London

Cyber-simulation exercises are recommended as a means of testing your plans to manage the aftermath of a successful cyber-attack. This simulation, organised in conjunction with EY, provides an opportunity to take part in a building society-specific exercise which will test your incident management capability.


Secretaries seminar

8 November 2019, London

The role of a society secretary can be very broad. Beyond the core duties of preparing for board meetings and AGM and minute taking, secretaries are increasingly involved in corporate governance matters, recruitment of directors, regulatory issues and initiatives for increasing member engagement. This full-day seminar, run jointly by the Association and Addleshaw Goddard, will cover both core duties and broader responsibilities and developments. It will be an ideal opportunity for society secretaries and Chief Executives to catch up on the current issues and to liaise with their peers.


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. 


NEDs networking dinner

20 November 2019, Birmingham

This dinner is one in a series of networking dinners specifically geared for the Chairs and NEDs of BSA members. It takes place under the Chatham House rule and the objective is to discuss a range of pertinent topics as a group over the course of the dinner.


Vulnerable adults seminar

21 November 2019, London

Looking after customers who are in vulnerable circumstances and need some extra help to run their finances continues to be a high profile issue for financial services. The highlight of this year’s seminar is the presentation by the Lending Standards Board of results from the BSA Vulnerability Review. Other topics include the FCA’s new guidance for firms on fair treatment of vulnerable customers, sessions on supporting customers with mental health challenges and victims of economic abuse as well as perspectives from other sectors.


APP fraud for decision makers

28 November 2019, London

Authorised push payment fraud is one of the most significant issues confronting the financial services industry today. This seminar, hosted by Addleshaw Goddard LLP, is designed to give BSA members the full legal, policy and technical background to payment fraud and the consumer protection standards and initiatives to help them assess how their organisation should proceed.


Annual update for Chairmen and NEDs

10 December 2019, London

This annual seminar provides Chairmen and NEDs with an update on matters affecting the sector and will feature presentations on current policy and regulatory issues. The event will be hosted by the BSA Chairman Mike Regnier and will offer delegates a unique opportunity to share views and ideas with their counterparts on strategic issues.


NEDs networking dinner

19 February 2020, London

This dinner is one in a series of networking dinners specifically geared for the Chairs and NEDs of BSA members. It takes place under the Chatham House rule and the objective is to discuss a range of pertinent topics as a group over the course of the dinner.


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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