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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Making tax digital for business

Webinar - Tuesday, 3 July 2018 at 12 noon

The UK regulations on Making Tax Digital for Business ("MTDfB") have been talked about for a long time. The first element of business taxation that will be affected is VAT where the regulations will come into force from April 2019 and April 2020.  This webinar is therefore relevant for any building society that is VAT registered.  


Liquidity, funding and ALM update

12 July 2018, London

The BSA, in conjunction with our Associate ALMIS International, brings you this full-day seminar covering a range of current and relevant topics across liquidity, treasury and asset/liability management for building societies and smaller banks.  This event is designed for staff in building societies and ALMIS International bank clients who have some involvement or responsibility in liquidity, treasury and ALM matters, and may also be of interest to non-executive directors requiring an update in this field.


Workplace diversity - by design

26 July & 11 September 2018, London

It’s a demonstrable fact that the power of difference that comes from workplace diversity helps organisations drive better performance. These events are designed to help members and associates get the best person for the job by building the best teams and at the same time increasing diversity.


Seminar for members of risk and audit committees

2 August 2018, London

This event, run in conjunction with Deloitte, will provide relevant updates for members of risk committees and audit committees.  Starting with a horizon-scan of current risks and challenges, Deloitte experts will cover key developments and hot topics across conduct and prudential risk, accounting and audit, and other relevant subject areas.


Mortgage underwriting

5 & 6 September 2018

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 is designed to fully equip underwriters with the knowledge required to carry out their role effectively.


Research Symposium on Financial Mutuals

12 September 2018, London

The BSA is hosting a second Research Symposium on Financial Mutuals to bring together academics and researchers who are interested in financial mutuals and co-operatives with practitioners. We will hear from academics investigating the roles and contributions of mutually-owned financial service providers. Topics will range through governance to market structure to conduct and performance relative to other organisational forms, drawing on UK and international experience. 


Conduct 2018 - Your customers and members

18 September 2018, London

Our Conduct 2018 programme continues with three events in September and November examining conduct from all practical aspects – your customers, your regulators, and your people. This seminar, in conjunction with Allen & Overy LLP, examines conduct from the consumer’s point of view, answering key questions.


Conduct 2018 - Your regulators

19 September 2018, London

Our Conduct 2018 programme examines conduct from all practical aspects – your customers, your regulators, and your people.  This seminar identifies the conduct regulators’ key priorities. It also provides insight on navigating the FCA’s flexible portfolio, and takes a very practical look at FCA enforcement.


Annual meetup for mortgage practitioners

27 September 2018, London

Our next meet-up for mortgage practitioners will have its focus firmly on the future, with sessions on the digitisation of mortgage lending and the direction of mortgage distribution in the wake of the Mortgages Market Study.


Audit, accounting and regulatory update

4 October 2018, 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.


Crisis PR in the digital age

16 October 2018, London

Regulatory focus is moving increasingly towards ensuring that societies, and their communications teams, are well prepared for a range of potential crisis scenarios.  This event will help you plan and prepare your communications responses in a way that will help your society meet regulatory requirements.  You will understand best practice, be able to enhance your organisation’s readiness and be better prepared yourself to take action and offer internal counsel.


An introduction to treasury management

31 October 2018, 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

1 November 2018, 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. 


Conduct 2018 - Your people

15 November 2018, London

Our Conduct 2018 event series examines conduct from all practical aspects – your customers, your regulators, and your people.  This event examines how employment law and practice aligns with the SM&CR rules, how the SM&CR arrangements are working at a practical ‘people’ level, the management and reporting of conduct breach, ‘reasonable steps’ for senior managers, the place of indemnity and insurance, and the link between culture and conduct.


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