CPD hours
CPD hours

PFS Local Tyne Tees Half Day Conference 2026- 04/12/2026

Friday 4 December, 9:00 am - 12:00 pm (UK time)
In person
2 hours

This half day PFS Local conference will be hosted and ran by the Tyne Tees PFS committee.

This CPD event will feature three informative sessions aimed at those actively involved in the Financial Services profession.

Refreshments will be provided.

Registration from 09:00.

Start at 09:30.

End at 12:00.

The agenda is as follows:

Welcome- 09:30- 09:40

Session 1- 09:40- 10:20

GEOPOLITICS and how best to defend portfolios: Bonds, Crypto, Gold and Silver & other allocations.

Speaker: Joseph Greif, Investment Specialist at Evelyn Partners.

Session 2- 10:20- 11:00

Communication is no longer a Soft Skill- it's a Business Risk.

Speaker: Anna Butcher, Head of Operations at Finova Money & Founder of Uniquely Wired Network.

Break- 11:00- 11:20

Session 3- 11:20- 12:00

Autumn Budget Update

Speakers: Stuart Stephenson, Corporate Tax Director & Karen Whiting, Private Client Associate Director at Azets.

Close- 12:00

The event will be taking place at Azets, Henry Street, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Please report to reception on arrival.

NO PARKING IS AVAILABLE. 

The office is right next to the Regent Centre Metro station and there is also a car park at Regent Centre and around Gosforth.

Book now to save your place.

   

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There is no cost to attend but booking is required.

CPD hours

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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In person
Forest of Arden Hotel & Country Club
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In person
The Royal Yacht Hotel & Spa