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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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.


Workplace diversity - by design

11 September & 30 November 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.


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.


Mental Health First Aid training course

2 & 3 October 2018, London and 16 & 17 October 2018, Leeds

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.


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.


The digital mutual

18 October 2018, London

This event is aimed at anyone within the building societies sector looking at Open Banking. In addition to discussing how building societies can develop strategically to embrace new technology and business models, the event will dig into the emerging legal risks from Open Banking and the remedies being taken. It will also be an opportunity to hear first hand from some of the third party firms who are looking to shake up the way consumers transact on everything payments and savings to personal loans and mortgages.  


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. 


CEOs' forum

6 November 2018, London

This is a forum for BSA member chief executives to discuss the issues of the day.  


Perspectives: Trust in the digital age

Tuesday, 6 November 2018, Science Gallery London

The World generally and financial services in particular are becoming ever more digital, meeting consumer expectations for convenience and to reduce costs.  Established players and new-start Fintechs are offering a range of potentially exciting solutions.  But with all the benefits of the digital revolution come very real challenges, not least whether it is trusted by users and society more broadly.  Trust in this digital age has been in the news almost daily of late but, what does it mean for businesses on a digital journey and for consumers?  We discuss this multi-faceted topic with a panel of experts with a range of perspectives. Followed by networking, food and drink.


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.


Arrears & Possessions

20 November 2018, London

This seminar will explore effective ways to embed an arrears and forbearance process which ensures, taking account of the FCA’s expectations, that you have the tools and techniques to deliver consistently fair outcomes for your customers, based on their individual circumstances.


Cyber simulation exercise

22 November 2018, 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.


Annual Conference 2019

Thursday 23 & Friday 24 May 2019, London

Our annual conference offers a great opportunity to exchange views and ideas with peers and wider industry contacts through our thought-leading keynotes, breakouts, exhibition floor and social events. 


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