The aim of the day was to build on a community of financial services professionals, breaking down the usual boundaries; whether you work in an advice firm, provider or supplier to the industry, as long as you’re keen to collaborate and innovate, this was the event for you.

With a mix of engaging and motivational keynote speakers, interactive workshop sessions, and an innovation showcase, we embraced our theme of inclusivity to build a profession that works for everyone. Learn more about the agenda, the speakers and the sessions below.

the agenda the speakers the Sessions

summit

[suhm-it] noun

1. THE HIGHEST POINT OF ATTAINMENT OR ASPIRATION
2. THE HIGHEST, MOST SUCCESSFUL, OR MOST IMPORTANT POINT IN SOMETHING
3. A MEETING OF LEADERS

INTERACT

INDUSTRY SPEAKERS AND interactive WORKSHOPS

The Agenda

12:00 - Registration, Lunch and Networking

A chance to catch up and network with peers.

12:45 - Welcome and Introduction

An update from our CEO, Cathi Harrison, setting the scene for the day and providing an update on The Verve Group.

13:05 - Graduation

A chance to congratulate all Art of Finance students that have completed their Diploma in the previous 12 months.

13:15 – Paul Grimes – Chief Professionalism Officer, FPSB

Paul will join us to take a look at the future of society globally, and how that translates into what it might mean for the future of financial advice.

Drawing on his experience of working with advice firms around the world, as well as his own sociology research and the development of the human race, Paul will aim to challenge your thinking and explore your future business model, setting the framework for an exciting next stage of evolution.

13:45 - Break and Networking

A chance to catch up and network with peers.

14:00 – Building a Profession – Keith Richards

Keith will share his experience of the evolution of the financial advice sector from an industry to a profession, having previously been a director of a major IFA network, past CEO of the Personal Finance Society and currently Chairman of the Financial Vulnerability Taskforce.

He will also lead a session designed to highlight the hurdles and opportunities ahead and ideas for how we can overcome them, collectively, as a ‘united’ profession.

14:45 - Break and Networking

A chance to catch up and network with peers.

15:00 – Talent Attraction - Yasmina Siadatan

With the knowledge that we’re facing an ever-increasing gap in the number of people looking for advice, and those available to deliver it, this session will focus on what we can do to address this, on a practical level.

Yasmina will share her first hand experiences on how she was attracted to financial services, and why she is so passionate about encouraging others to do the same.

15:45 – We Are Change Update

Find out how much of an impact we have already made, by working together, to sponsor the training of new entrants to financial services, and encouraging hundreds more to explore the career options available to them in finance.

16:00 - Break and Networking

A chance to catch up and network with peers.

16:15 – Steven Bartlett

Steven Bartlett is the 28-year-old Founder of the social media marketing agency Social Chain.

From a bedroom in Manchester, this university drop-out built what would become one of the world’s most influential social media companies when he was just 21 years old, before taking his company public at 27 years old with a current market valuation of over £300m.

17:00 - Drinks and Networking

A chance to reflect on the day, network with peers and start the evenings celebrations.

18:00 - The Verve Awards

The aim of The Verve Awards is to really shine a spotlight on some of the amazing people and initiatives that are happening in financial services, that are often rarely in the headlines – and really should be!

INNOVATE

CREATIVE THINKING & INNOVATION showcase

The Speakers

INSPIRE

KEYNOTE SPEAKERS & THOUGHT LEADERSHIP

The Sessions

Building a profession

Interactive workshop

Thought-leadership and collaboration on how complete the transition of finance from an industry to a profession. Find out more here.

Attracting talent

Interactive Workshop

Experience sharing and idea creating on attracting and retaining top, and fresh, talent to financial services.

Encourage Innovation

INNOVATION Showcase

Navigate our tech showcase, and explore the latest software working to take financial services to the next level.