30th October 2014
On 2/3 October we have the second tax forum of the year being held in Edinburgh with nearly 20 attendees. On 16 October we are holding a Financial Services Forum. This will be facilitated in part by Brett Davidson, a well know FS industry figure who helps financial advisers create better businesses, and by Mark Rockcliffe from Heartwood Investment Managers who has a wealth of industry knowledge about what the best firms are doing.
On 4 November we have our second managing partner forum where we will look at the inter-firm comparison results amongst other things.
Any thoughts for next year’s program would be appreciated. I am looking to start the year with an IT forum in January so if any likely attendees have skiing holidays booked please let me know before I set the date.