Announcing the 2022 Seminars
Places on a first served basis, register to visit to gain free access
MBE seminars are CII CPD accredited so you can earn hours towards your CPD whilst bringing you up-to-date on the latest industry issues.
Delegates participating in the accredited Mortgage Business Expo can claim up to 3* CPD hours towards the CII / Personal Finance Society member CPD scheme in the MBE labelled seminars below.
The FIBA and Google Digital Garage seminars do not qualify.
*excluding breaks/ networking/registration which are not eligible The following link contains further information on the CII CPD scheme: https://www.ciigroup.org/en/learning/cpd/ A
2022 Outline Agenda
| 10.15-10.30 | Theatre 1 | Chairman's Opening Remarks Rob Barnard, Intermediary Relationship Director, Pepper Money |
| 10.30-11.00 | Theatre 1 | Bank of England Keynote - economic outlook - MBE Rob Elder, Agent, Monetary Analysis, External Engagement, Agent for Greater London, Bank of England |
| 11.00-11.45 | Theatre 3 | Social Media Strategy - Google Digital Garage Join us for a session to learn about how you can build a social media strategy into your business plan. In this session you will learn: ● How social media can help you reach new customers online ● The building blocks of a simple social media strategy ● Tools that can help you save time when creating social posts |
| 11.15-11.45 | Theatre 1 |
UK Specialist Property Finance Seminar - FIBA |
| 11.15-11.45 | Theatre 2 | Is 2022 the year of the BTL remortgage? Chair: Rob Barnard, Intermediary Relationship Director, Pepper Money Keystone Property Finance are specialists in complex buy to let mortgages who can lend to landlords borrowing personally and through a variety of different corporate structures such as LLPs, SPVs and Trading Limited companies. They have established themselves as one of the go-to lenders for brokers who have complex landlord clients. Phil Riches, Sales and Marketing Director, will be explaining why 2022 is a crucial time for your clients to consider to remortgage or choose a product transfer offering. Phil Riches, Sales & Marketing Director, Keystone Property Finance |
| 12.00-12.30 | Theatre 1 | Challenges for existing borrowers and first-time buyers in the current market - panel discussion - MBE Chair: Rob Barnard, Intermediary Relationship Director, Pepper Money Ryan Davies, Strategy Director, Bluestone Mortgages Ltd Maeve Ward, Commercial Director, Central Trust Melanie Spencer, Head of finova Payment and Mortgage Services, Finova Dale Jannels, Managing Director, Impact Specialist Finance |
| 12.00-12.30 | Theatre 3 | Writing for Social Media - Google Digital Garage If you manage a social media channel for your business and you’re looking at ways to sharpen your copy, join us for a session on writing for social media. Learn ways to develop a written tone of voice and tips for creating copy for limited space online. In this session you will learn: ● How to define your brand across your social media channels ● Tips for writing for social media and responding to customer comments ● About tools you can use for content marketing |
| 12.45-1.15 | Theatre 1 | What are the opportunities and challenges for the Equity Release sector? - MBE Chair: Kelly Melville-Kelly, Head of Risk, Policy and Compliance, ERC Liz Wilkie, Lending Proposition Manager, PRIMIS David Forsdyke, Partner, Head of Later Life Finance, Knight Frank Finance Nick Birdseye, Strategic Partner Development Director, Legal & General Home Finance Stuart Wilson, CEO, AIR |
| 12.45-1.15 | Theatre 2 | How to help your customers with their Bridging Loans request - FIBA There has been a steady stream of new brokers coming into the Bridging Finance sector from existing firms, how is this being managed and is it possible for other firms to become involved. This session looks to explore the opportunity and what help is available to those wishing to write more short term finance business. 1. How can a broker new to Bridging Finance get to know the Lender community? I know that there are a lot of new brokers coming into this market, why do you think this is the case? Whilst we are all fully aware of who is in the market, how does a new broker start from new? Where can they do their research? 2. How would they place their first deal, who can help and where can they find it easily and simply? Do we think that experienced brokers deal across the whole market? How receptive and also do you as a Lender have the resources to help new brokers? Will you refuse to take just a name and a phone number for a deal? 3. Do you think that provide an Educational Programme and Assessment for the Industry will help? 4. It is reported that there are now record numbers of empty retail units in our High Streets, both in Town Centres and City Centres. Bridging Finance has a real role in supporting the future growth of our economy. How can we utilise these buildings and where will the catalyst come from to stimulate change of use? How do we as an Industry make the most of this over the next few years. Chair: Adam Tyler - Executive Chairman of FIBA Jack Coombs, Director, Aspen Bridging Leanne Ardron, Head of Bridging Finance, LendInvest Mark Hutchings, Business Development Executive, Market Financial Solutions Simon Adcock, Regional Director, Reward Finance |
| 1.00-1.45 | Theatre 3 | Get Started with Digital Advertising - Google Digital Garage Apply or expand your digital advertising channels with this course. Learn about search, social and display advertising, and the different ways these channels can support your digital marketing strategy. In this session you will learn: In this session you will learn: ● What is search advertising, and how to get started ● Different approaches to social media advertising ● How you can use display advertising in a campaign |
| 2.00-2.30 | Theatre 1 | Specialist panel – the role of special finance in a changing financial landscape - MBE Chair: Rob Barnard, Intermediary Relationship Director, Pepper Money James Bloom, Board Director, Alternative Bridging Corporation Mike Cook, Chief Mortgage Officer, Market Financial Solutions Marcus Dussard, Sales DIrector, Hampshire Trust Bank Brian West, Head of Sales & Marketing, Saxon Trust |
| 2.45-3.15 | Theatre 2 | Specialist Property Finance Education Seminar - FIBA A discussion on the final details of the Education Programme and Assessment for Specialist Property Finance for those already involved in and for those wanted to become more involved in writing business in this sector. As we near the launch from FIBA, ASTL and the London Institute of Banking and Finance, this is the opportunity to find out all the details. 1. What progress has been made towards producing an Education Programme for the Industry? There has been considerable work over the last 12 months, can you explain the role that you and your business played in bring this to life. What specific areas did we focus on when we built the final syllabus? How did the role of Industry authors and contributors to the programme provide the relevant content. Why was a level 3 qualification suitable? 2. Who is this Education Programme aimed at? People brand new to the industry joining commercial lenders, who are likely to be quite young and inexperienced in commercial property finance and bridging finance. Is this just for brokers entering the commercial property finance market, who may have some previous experience in the residential market, but with no/limited knowledge of commercial property finance or bridging finance. 3. Which other groups were also considered? Brokers with more knowledge of, and experience in, commercial finance, possibly through working in mainstream lenders, but with no experience of brokering. Should the taking of any educational programme for our sector be compulsory now or into the future? 4. How will the set up of the Programme be funded? How has the building and setting up of the programme and assessment been funded? Who will be responsible for the ongoing costs associated with the programme? How much and how will each individual candidate pay for the programme? Do we think that sponsorship of candidates by the lender community is a possibility or a good option? 5. How will the learning be presented and then consolidated and evaluated? Chair: Adam Tyler - Executive Chairman of FIBA Leah Brunskill, Head of Marketing, Market Financial Solutions Ian Harrison, Operations Director, Affirmative Finance Gordon Reid, Business Development Manager, London Institute of Banking and Finance Liz Syms, Chief Executive Officer, Connect Mortgages |
| 2.45-3.15 | Theatre 1 | The Consumer Duty and what this means for mortgage marketing - panel discussion - MBE Chair: Thomas Brett, Head of Mortgage & Lending, Contact State Dominik Lipnicki, Owner, Your Mortgage Decisions and Access Equity Release Kelly Melville-Kelly, Head of Risk, Policy and Compliance, Equity Release Council Ryan Berry, Owner, Cornerhouse Media |
| Seats are on a first served basis. |
Free Google Digital Garage Sessions
BY THE END OF THE MBE SEMINARS DELEGATES WILL BE ABLE TO MEET THE FOLLOWING LEARNING OBJECTIVES:
- Define how the housing market might be impacted due to the recent interest rate changes and the economic forecast
- Assess if 2022 is the year of the BTL remortgage
- Describe the challenges for existing borrowers and first-time buyers in the current market
- Explain the opportunities and challenges for the Equity Release sector
- Describe the role of special finance in a changing financial landscape
- Explain consumer duty and what this means for mortgage marketing
About our speakers
I’ve spent the last 25 years in the commercial finance market. I’ve worked for a variety of lenders over this time and has also spent 3 years working for a national insolvency firm.
In rece...
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Leanne Ardron has worked at LendInvest for over 10 years across all of its short-term lending products, most recently as the Sales Director for bridging.
In September 2022 she was promoted to Head of...
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Rob Barnard has 30 years of knowledge and experience navigating successfully through the twists and turns of the UK Mortgage market. Rob has developed and executed sales and marketing strategies throu...
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Ryan has been in the marketing sector for over fifteen years. He is one of the founders of Cornerhouse Media who have provided leads for retail financial services clients in the UK for the past eight ...
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Nick is the Head of Strategic Relationships for Legal & General Home Finance. He is responsible for developing distribution partner relationships with Networks, DA firms, Mortgage Clubs ...
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James has over 30 years of property finance experience first at Regentsmead and then at Masthaven, joined Alternative Bridging Corporation in November 2019. He is passionate about customer servi...
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Thomas has over 10 years’ experience in the mortgage and equity release sectors in advice and business development, latterly, in charge of large lead buying campaigns for one of the biggest brokers ...
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Leah has worked in the specialist lending sector for over 6 years, covering everything from Bridging finance and BTL mortgages, to Supply Chain finance and other business solutions. She is focused on ...
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I have spent 20 years delivering technology into financial services. We launched Nivo with a mission to connect consumers and financial providers around the world with ease. Our award-winning Verified...
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Mike has 27+ years in financial and business services. Started in Blue chips Aviva Investors & Arthur Andersen before joining fledgling specialist lender Kensington as Head of Product in 200...
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Jack co-founded Aspen in 2017 after working alongside Ed as Group Development Executive at S&U and prior to was part of the PwC Valuations. Jack holds an MA (Oxon) and is ACA qualified.
Jack is a...
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Mark is dedicated to supporting SME's and the financial intermediary network in a professional and practical way by tailoring banking services and solutions to meet their aims and aspirations.
...
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Marcus has over 20 years’ experience in financial services. Before joining Hampshire Trust Bank (HTB) as Sales Director, Marcus held several roles at Castle Trust , most recently as Director of Sale...
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Rob became the Agent for Greater London in May 2018. Rob joined the Bank of England in 1998, and for twelve years supported the Monetary Policy Committee as an economist and then senior manager. Betwe...
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I have established myself as an expert in this market over the last 17 years. I began my Equity Release journey in 2005 and was shortlisted for the equity release award at the British Mortgage Awards ...
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A self-confessed bridging expert, 35 year veteran of the finance world, dad of 3, grandad of 3, but the oldest teenager you’ll ever meet!
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Mark has over 10 years’ experience in the property finance industry and has worked on both the broker and the lending side. Having personally built and developed properties using bridging finance, M...
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Following a five year spell working for Legal & General, Dale joined AToM in 1999. Graduating through the ranks, gathering CeMAP, CeRCC, CeSRE and CeRER along the way, Dale was appointed managing ...
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Dominik has worked in the mortgage industry for over twenty years. He is a regular media commentator on the mortgage industry in trade press and national media.
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With over 24 years’ specialist experience in the Financial Services industry and has substantial experience of leading a number of risk and regulatory related projects in the Equity Release market.&...
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Gordon has worked in financial services for over 40 years. As a mortgage adviser, branch manager, and mortgage supervisor, Gordon developed a passion for learning. This led to him working in various s...
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Phil Riches is the Sales and Marketing Director at Keystone Property Finance and is responsible for developing the sales and marketing strategy as well as managing a team of highly expe...
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Steve is the CEO and an Executive Director of Bluestone Mortgages Ltd, a fast growing specialist lender with a strong focus on supporting borrowers with complex credit profiles. As an experience...
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Steve Smith is the Sales Director for Roma Finance, executing the commercial strategy and managing the sales team to enhance the partner and borrower experience and business growth. He has an impressi...
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With over 20 years’ experience working within Financial Services. Melanie brings a wealth of knowledge working with both brokers and lenders. Melanie is committed to managing relationships wit...
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Chief Executive Officer and founder of Connect Mortgages and Connect for Intermediaries, Liz Syms, has been providing mortgage and financial advice for over 25 years. Liz and her team of over 50 staff...
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Adam began his early life as a Merchant Navy officer with Shell before coming ashore. Following a career with the Royal Bank of Scotland, in 2005 Adam took over the running of a Financial Trade Associ...
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Maeve Ward has been director of commercial operations at Central Trust and Mercantile Trust, Norfolk Capital Group’s lending brands, since January 2021.
She has over 20 years’ experienc...
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Over 25 years of experience operating in the UK specialist lending markets and a track record of success across wide ranging environments, from entrepreneurial to Blue Chip. Significant experience in ...
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Liz is responsible for commercial aspects of the management and strategic development of the specialist mortgage proposition.
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Imogen started at Market Financial Solutions in 2021, having moved from an initial background in finance brokering. Imogen is a Regional Sales Manager and focuses on key London accounts, operating in ...
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Having started out in banking, Alice moved into the alternative real estate lending market by taking on a role within a finance brokerage, ultimately heading up the bridging and development finance te...
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Having founded Air in 2007, Stuart has built on this success by leveraging technology, knowledge and people to meet the needs of the growing later life lending sector. An entrepreneur at heart with a ...
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Whilst the organisers do everything to maintain the content, speakers, location and timing of the programme, it may be subject to change without notice
