Events

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September 2026

Growth, retention and the role of marketing in the age of PE and AI

As increasing numbers of professional services firms take PE investment, as AI’s influence on the work of business services continues to grow, and with continued pressure on firms to maximise client growth and retention, what will BD and marketing look like in this new world? Committee member, Rippan Vig, and Mary Cloonan, strategic adviser to professional […]
22 Sep
08:30 - 10:00
Carpmaels & Ransford One Southampton Row London WC1B 5HA

Securing support for major initiatives

How can you make the case for significant investments in ways which enable your board to take a clear and practical decisions, and stay aligned when the implementation becomes tough? What skills must sponsors of material investments in professional service firms possess to not only gain Board approval (where required) but retain active Board support […]
29 Sep
08:45 - 10:00
Online
Zoom
October 2026

Roundtable 1: Do not automate the mess

Our starting point is deliberately fundamental: Are firms at risk of automating processes that should not exist in the first place? Professional services firms inevitably accumulate processes over time. Some genuinely support client service and good management. Others reflect historic structures, individual preferences or ways of working that have simply never been challenged. Workarounds become […]
20 Oct
08:30 - 10:30
Where Kuryakin room, South Place Hotel, London EC2
November 2026

Roundtable 2: From AI experiment to AI economics

Our first roundtable, Do not automate the mess, asked what firms need to fix, simplify or stop before they automate. The second moves the conversation on: once firms begin embedding AI, how do leaders know whether it is actually creating value? The early phase of AI adoption has largely been about experimentation — testing tools, […]
26 Nov
08:30 - 10:30
Where Kuryakin room, South Place Hotel, London EC2
January 2027

Roundtable 3: Where should the human sit?

AI is moving from answering questions and generating content towards systems capable of initiating, coordinating and executing sequences of work. That changes the leadership question. It is no longer simply “Can AI do this?” Increasingly, leaders need to ask: “Should AI be allowed to do this — and where does human judgement need to remain […]
13 Jan
08:30 - 10:30
Where Kuryakin room, South Place Hotel, London EC2
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