THE PARAPLANNER
CONFERENCE 2024

The science of
data in modern
paraplanning
21-22 May 2024
Thinktank Museum, 
Birmingham

Buy tickets Agenda

For the Paraplanner community, by the Paraplanner community

This year's conference features top-tier content meticulously curated for paraplanners. Sessions explore the latest insights covering technical proficiency, soft skills, and career-centric topics.

Hosted at the inspiring Thinktank Museum in Birmingham, this conference brings together the best minds in the paraplanning profession.

Be inspired by the
incredible surroundings

Thinktank Museum, Birmingham

Thinktank is Birmingham's unique and award-winning science museum in the heart of the city. Offering an exciting attraction of historical, modern and futuristic galleries, Thinktank is like nothing you've ever seen before.

You can break away from conference sessions and explore the museum at your own pace.

Central
location

Excellent
transport

Award
winning

Looking for accommodation?

Aloft Birmingham Eastside Hotel

We have secured a special rate at Aloft Birmingham Eastside Hotel (a 10-minute walk to Thinktank Museum) on 21 May for £135 per night, based on single occupancy, including breakfast.

Book Here

Social Event

A NIGHT AT

THE MUSEUM

21 May - 18:30 to late

Join us on the evening of Tuesday, 21 May, for an exclusive after-hours social at the Thinktank Museum's Futures Gallery—a gathering so captivating, it's like experiencing "A Night at the Museum", paraplanner style!

This rendezvous presents a distinctive chance to rekindle connections and forge new friendships under the cosmic glow of a planetarium show.

Don't miss the wonders of space exploration, robots and science over drinks and food on this enchanting night.

A Stellar Lineup of Speakers

Hear new insights and ideas from world-renowned speakers. We're working on adding more world-class speakers to the programme. View the agenda for further details.

Agenda

Penny Power OBE

LinkedIn Pioneer; Founder, Ecademy; Founder and CEO, Business is Personal

Dan Atkinson CFP APP Ch. FCSI (Financial Planning)

Head of Technical, Paradigm Norton Financial Planning

Sian Davies Cole CFP MCSI

Chartered Paraplanner and Director, Plan Works

Rebecca Lucas

Divorce Specialist, Liora Wealth

Alison Neale

Director, Principle Paraplanning

Chris Simpson

Chartered Financial Planner, Mazars Financial Planning

Andrea Solana CFP

Head of Advanced Planning, MASECO

Patricia Barlow

Ethical AI Project

Matt Toms

Senior Portfolio Manager, Multi Asset Europe, Allianz Global Investors

Blair Anderson

Regional Director, Practice Management & Vice President, Dimensional

Tom Proverbs-Garbett

Associate Director, RSM

Shelley Read

Senior Protection Development and Technical Manager, Royal London

Robin Melley TEP, Chartered MCSI, FLIBL, FPFS

Managing Director, Matrix Capital

Jacqueline Berry

Managing Director, My Care Consultant

BOOK YOUR TICKET NOW

Tickets are limited and offered on a first-come, first-served basis.

CISI members receive a discounted rate. Become a CISI member today.

For the first time, we are delighted to offer a Paraplanner Scholarship for aspiring or junior paraplanners. The scholarship will provide a full ticket to the social and conference, completely free. Find out further details on how to apply.