Seminars - London

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
A discussion with a number of Industry experts on the current and future conditions to be expected from the Specialist Property Finance market. The aim is to also highlight and discuss the opportunity for all of those currently engaged or wishing to engage within this sector.
1.   It is reported that we are seeing reducing numbers of enquiries across all sectors of Specialist Property Finance. Our Industry has a real role in supporting the future growth of our economy. How can we ensure that borrowers are aware and utilise us as Lenders across the sector and how can we use the broker community as the catalyst to stimulate this? How do we as an Industry ensure that we negotiate the next few years together?
2.    Lending in the term commercial investment space also remains a challenge right now. What is your view on the current state of the commercial term finance market, not only the ability to obtain finance and subsequently the correct exit for a Bridge? Also, have you seen an increase in re-bridging over the last few years? What is your view on the growth of this part of the market?
3.    Market demand and the increased housing need remains the same and matching finance and stock together is important. How are you assessing the residential development finance market at the moment not only the ability to obtain finance, but also the number of lenders in the market, the cost and the expected exit strategy for the Developer?
4.    Over the last couple of years, and in particular the last 6 months, there has been a trend of increasing Interest rates. Is this something that you are also experiencing? What lies behind this? Are you also tightening your criteria and is this symptomatic of market uncertainty? The number of short-term lenders in the UK, has this helped the market grow are we seeing a retraction in numbers or is there still space for more? 
5.    Our audience are always very keen to hear our panellist’s views on the future as there is always considerable interest in the specialist property market. How do you think the next few years will be for the market, both commercial and residential?

Chair: Adam Tyler - Executive Chairman of FIBA
Imogen Williams, Regional Sales Manager, Market Financial Solutions
Steve Smith, Sales Director, Roma Finance
Alice Williams, Regional Director, Ultimate Finance
Michael Common, CEO & Co-founder, Nivo 
Mark Dobson, Business Development, Redwood Bank

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

Simon Adcock, Regional Director,  Reward Finance
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, Sales Director,  LendInvest
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, Director,  Pepper Money
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 Berry, Owner, Cornerhouse Media
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 Birdseye, Strategic Partner Development Director, Legal & General Home Finance
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 Bloom, Board Director,  Alternative Bridging Corporation
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 Brett, Head of Mortgage & Lending,  Contact State
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 Brunskill, Head of Marketing,  Market Financial Solutions
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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Michael Common, CEO & Co-Founder,  Nivo
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 Cook, Chief Mortgage Officer,  Market Financial Solutions
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 Coombs, Director,  Aspen Bridging
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 Dobson, Business Development,  Redwood Bank
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 Dussard, Sales Director,  Hampshire Trust Bank
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 Elder, Agent for Greater London,  Bank Of England
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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David Forsdyke, Partner, Head of Later Life Finance,  Knight Frank Finance
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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Ian Harrison, Operations Director,  Affirmative Finance
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 Hutchings, Business Development Executive,  Market Financial Solutions
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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Dale Jannels, Managing Director,  Impact Specialist Finance
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 Lipnicki, founder and director,  Your Mortgage Decisions and Access Equity Release
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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Kelly Melville-Kelly, Head of Risk, Policy and Compliance,  Equity Council
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 Reid, Business Development Manager,  LIBF
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, Sales & Marketing Director, Keystone Property Finance
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 Seal, Chief Executive Officer,  Bluestone Mortgages Ltd
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, Sales Director,  Roma Finance
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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Melanie Spencer, Head of finova Payment and Mortgage Services  finova
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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Liz Syms, Chief Executive Officer,  Connect Mortgages
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 Tyler, Executive Chairman,  FIBA
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, Commercial Director,  Central Trust
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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Brian West, Head of Sales & Marketing,  Saxon Trust
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 Wilke, Lending Proposition Manager,  PRIMIS
Liz is responsible for commercial aspects of the management and strategic development of the specialist mortgage proposition.  
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Imogen Williams, Regional Sales Manager,  Market Financial Solutions
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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Alice Williams, Regional Director,  Ultimate Finance
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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Stuart Wilson, CEO,  AIR
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