Regional Business Plan
Region:
West of England
Period:
From 01/01/08 to 31/12/08 Achieving Excellence by embracing change, utilising technology and facilitating good business practice Reaching out and engaging the wider membership The Compliance Forum : Responding to regulatory change Look to promote insurance broking within local schools
Themes for the Period
Officers for the Period Chair (Mandatory)
Name
Firm
Email
Tel
Sharon Watts
[email protected]
01179 301680
Treasurer (Mandatory) T&C (Mandatory) Secretary Press & PR Press/PR(Bristol) Social (Golf Day)
Barry Blakley
Hayes Parsons Ltd BIBA
[email protected]
07766 235037
Barry Blakley Ian White John Foster TBA David Christmas Martyn Smith Glyn Ashton
BIBA Towergate Foster Leighton TBA Endsleigh Ins Brks Oval Group Jelf Group
[email protected] [email protected] [email protected] TBA
[email protected]
07766 235037 01637 853759 01392 222600 TBA 01242 866866
[email protected] [email protected]
01761 414049 01454 272865
Various
As per attached
schedule
Social (General)
Others
Succession Number of committee members already through the chair Number of committee members to go through the chair
6 9
Prospective new committee members One – Jess Portsmouth (2007 Young Broker Award winner) Business Activities Type Committee meetings Audit AGM Election Educational Activities Type Regional Compliance Forum Meetings Broker Academy Programme Social Activities Type Golf Day Summer Event Annual Dinner Other Activities Type Summer Away Day / BIBA Update Joint One Day Event with CII
Responsibility Chairman / Secretary
Date (s) Monthly–third Tues
Details (e.g. location) Marsh, Bristol office or Clevedon Golf Club
Treasurer / MS Secretary / BKB Secretary / BKB
Jan / Feb 08 3 December 08 Part of Dec AGM
Responsibility Chairman / ID / BKB
Details (e.g. location) Marsh, Bristol office
BKB
Date (s) First meeting on 10 March 2008 TBA
Responsibility David Christmas BKB / MS / GA BKB / MS / GA
Date (s) TBA – Sept 08 Friday 25 July 08 3 October 08
Details (e.g. location) TBA TBA Holiday Inn, Hambrook
Responsibility Chairman / BKB
Date (s) Thursday 5 June 08
Chairman / BKB
November 2008
To be confirmed
Support of Academy local programme
Details (e.g. location) Royal Western Yacht Club, Plymouth Under review with Broker Faculty
