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by the following authors: 'Christie Sharp'

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Mortgage underwriting

Event,
Contact:
christie sharp,
Last updated:
13 June 2019

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...

An introduction to treasury management

Event,
Contact:
christie sharp,
Last updated:
03 May 2019

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 ...

Treasury risk management

Event,
Contact:
christie sharp,
Last updated:
03 May 2019

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 function. We will consider key risks such a...

Lending in later life

Event,
Contact:
christie sharp,
Last updated:
21 March 2019

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.  Recent changes in...

NEDs networking dinner

Event,
Contact:
christie sharp,
Last updated:
23 November 2018

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. Venue: Lond...

Arrears handling

Event,
Contact:
christie sharp,
Last updated:
05 July 2019

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. There is an expectation that lenders should not take a one size fits all approach and that arrears handlers...

Audit, accounting, risk & regulatory update

Event,
Contact:
christie sharp,
Last updated:
08 April 2019

Hold the date for this very popular annual seminar held in conjunction with KPMG LLP.  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 pro...

Operational resilience

Event,
Contact:
christie sharp,
Last updated:
05 June 2019

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 ...

Making sense of later life lending

Event,
Contact:
christie sharp,
Last updated:
20 June 2019

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.  This year...

Critical thinking, judgement & decision making

Event,
Contact:
christie sharp,
Last updated:
20 June 2019

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...

Conduct risk and compliance in modern financial services

Event,
Contact:
christie sharp,
Last updated:
04 July 2019

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.  The senior managers’ regime ...

Understanding fintech

Event,
Contact:
christie sharp,
Last updated:
05 July 2019

Fintech is impacting all aspects of how firms operate, from product, marketing, distribution to compliance, governance and leadership. This two-day course, in partnership with IFF Training, provides building societies and credit unions with a comprehensive understanding of ...

Reinvigorating communities

Event,
Contact:
christie sharp,
Last updated:
10 July 2019

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.  Find out how societies are changing the role of their branch...

Research symposium on financial mutuals

Speech webcast,
Contact:
christie sharp,
Last updated:
21 September 2018

Click on the links below to view the presentations from this event. To download, right-click and choose the option "Save link as...". Presentation Diversity in the banking sector: Creating an index for Europe Rym Ayadi (Montreal) / Sandra Challita (Lyo...