Professional Forums

Professional Forums are one of the CISI’s key membership benefits and enable members to meet and listen to presentations from practitioners in the industry, as well as engage in open discussion. They are a unique opportunity to share ideas and discuss relevant issues in a confidential setting, as they are conducted under the Chatham House Rule:

"When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed".

The forums are free events open to Chartered members, FCSI, MCSI, ACSI and Affiliate members. Student members may attend one of each forum per year. Each Committee listens to the requirements voiced by its membership and also looks for opportunities to address their concerns through the Forums. Attending forums counts towards ‘Active’ learning under the CISI CPD scheme.

Each forum is run by its own committee comprising practitioners in the relevant field who work closely with the CISI to plan forthcoming events, identify areas of interest and source speakers. Presentations from previous forums and responses to FCA papers can be viewed in Professional Forum Archive.


CISI 'Outstanding Professional' Awards 2015

The CISI Professional Forums are delighted to announce the return of our ‘Outstanding Professional Awards’ to celebrate the achievements of industry practitioners.
Nominate your colleague for the:
CISI Outstanding Compliance Professional 2015
CISI Outstanding Risk Professional 2015

The CISI Professional Forum Committees will be looking for compliance and risk professionals who have shown outstanding achievements and qualities in their respective areas. The winner of each award will be selected on the basis of their achievements and all CISI members have been given the opportunity to nominate.

We hope that you will put forward professionals that have achieved something special for their firm or the industry as a whole. Each Award will be judged and presented by the relevant CISI Professional Forum Committee, recognising their thought leadership and contribution to the industry.

The awards will be presented at the CISI’s London Annual Dinner on Thursday 10 November 2015.

Nominations are open until Friday 4 September 2015

Nomination guidelines Nominate for the CISI Outstanding Compliance Professional Nominate for the CISI Outstanding Risk Professional

A fantastic opportunity to provide recognition to those who truly deserve it!

Join us at the CISI London Annual Dinner to celebrate their success.



Bond Forum

The Forum's aim is to provide lively interaction at presentations and discussion on hot topics related to the bond and derivative markets.

Meetings are currently held in London but the Forum aims to meet in the European Financial Capitals.

All CISI members are welcome to attend.
  • Focus on the bond and derivatives markets
  • Counts towards your annual CPD target with automatic logging of attendance if you are part of the CISI CPD Scheme
  • Light lunch included and an opportunity to network
  • Reciprocal opportunities to attend EFFAS European Bond Commission conferences held in major European capitals

Interested in joining our committee? or mailing list?

Email bondgroup@cisi.org

Compliance Forum

The Compliance Forum is the Institute's largest and it meets six times a year to discuss current issues. In the past, the forum has responded to consultation papers and meets biannually with the Financial Services Practitioners Panel to share the forum's view on recent industry changes.

"With a wide variety of attendees from across the industry, you'll certainly find a supportive network of fellow compliance professionals.
I look forward to meeting you."
Julian Sampson, Chartered FCSI, Compliance Forum Chairman
Commitee members

If you would like to be added to the Compliance Forum so that you are notified about future events please email pf@cisi.org


Corporate Finance Forum

The Corporate Finance Forum is one of the CISI’s longest running forums. It meets at least six times each year at a City venue and also holds a well attended annual dinner to which members are able to bring guests.

"The Corporate Finance Forum aims to bring together professionals from throughout the Corporate Finance industry. We provide a forum for thought provoking debates and industry leader talks to help our members expand their knowledge and networks and develop their careers. We are looking forward to a year of interesting events and welcome new members to the forum. "Debbie Clarke, CF, Chartered MCSI
Commitee members

If you would like to be added to the Corporate Finance Forum so that you are notified about future events please email pf@cisi.org

European Regulation Forum

The aim of the European Regulation Forum is to provide a platform where members and non-members can meet to discuss new European Union regulations and how it operates.

This brand new Professional Forum provides an insight into the approach and processes that drive European regulation and supervision, highlights the activities covered by EU supervisory bodies and considers hot topics and cultural differences. 

 
  • Open to CISI members
  • A platform of learning and discussion opportunities provided via seminars and round table forums.
  • Attendance counts towards your annual CPD target with automatic logging of attendance if you are part of the CISI CPD Scheme
  • Light lunch included and an opportunity to network
Committee members

Join us

To join the European Regulation Professional Forum mailing list please email europeanreg@cisi.org

Financial Technology Forum

The Financial Technology Forum is one of the Institute's newest forums. It meets four times a year and it is heavily involved in the CISI Annual Technology Debate.

“The Financial Technology Forum aims to play a key role in the continuous development of thought leadership and knowledge sharing in our industry on how to best leverage technology in the best interest of the securities and investment markets and the clients that it protects and services."
Brian McNulty MCSI, CEO, DBFS

Commitee members

If you would like to be added to the Financial Technology Forum so that you are notified about future events please email pf@cisi.org

Operations Forum

The Operations Forum meets six time a year in both Canary Wharf and the City to discuss burning issues within the back office.

Commitee members

If you would like to be added to the Operations Forum so that you are notified about future events please email pf@cisi.org

Risk Forum

The Risk forum, one of the longest running Institute forums, meets six times a year in the city and is always well attended.

“The Risk Forum seeks to provide its members with knowledge on the changing and broad world of risk. Our meetings are always well attended with leading experts providing guidance on the key issues of the day. Focussing on regulatory driven change and the challenges of all facets of enterprise risk management there is always a lot to discuss. I find the meetings stimulating and informative and hope you do as well!”
Dennis Cox, Chartered FCSI, CEO, Risk Reward Ltd

Commitee members

If you would like to be added to the Risk Forum so that you are notified about future events please email pf@cisi.org


Wealth Management Forum

The Wealth Management forum meets six times a year with a wide range of speakers bringing professional insight to discussions about issues and topics that are relevant to Wealth Managers both now and in the future.

Commitee members

If you would like to be added to the Wealth Management Forum so that you are notified about future events please email pf@cisi.org

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Forum Benefits
  • CISI members with all levels of experience and seniority are welcome
  • Speakers are leading industry specialists
  • Programmes are designed to meet the specific needs of the membership
  • Counts towards your annual CPD target, as attendance hours are automatically logged if you are a CISI CPD Scheme member (please remember to bring your membership card)
  • Light lunch included and an opportunity to network with like minded professionals
  • Access to view slides from past Professional Forum slides within the online archive


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