Today at our London office, our Chair, Michael Cole-Fontayn, our CEO, Tracy Vegro OBE and our Executive Director of Membership & Business Development, Kevin Moore Chartered FCSI, welcomed Presidents from our UK regional branches for a full day of collaboration, strategy, and celebration. From insightful discussions on membership engagement and CPD to future plans aligning with our charitable objectives, advancing knowledge, promoting ethical standards, and supporting public education, this day was full of inspiration and practical action. Our volunteer Committees are the heart of CISI’s regional presence. They connect members through events, amplify local voices, and raise the Institute’s profile in their communities. The passion and dedication on display today show just how vital their work is. Thank you to all our regional leaders who journeyed to our London office and continue to champion our mission throughout the UK. 🔗 Find your local committee: cisi.org/myCISI. #PresidentsDay #FinanceProfessionals #VolunteerLeadership #CharteredBody #ProfessionalDevelopment #EthicalFinance #CISICommunity (fb)

Melissa Kidd will speak at this year’s Financial Planning Conference on 2 and 3 October, sharing strategies for transforming client meetings and showing your value. Looking to elevate your client conversations? Don’t miss this session! https://ow.ly/l2U850VKFxA #FinancialPlanning #Networking #ProfessionalGrowth #FPC25 #FinancialServices (fb)