BABR Joins Forces with Palantir Financial Planning to Elevate Accountants and Financial Advisors
Welcome to our blog, where we’re thrilled to recount the exciting and enlightening joint event hosted by BABR in collaboration with Palantir Financial Planning. This extraordinary Continuing Professional Development (CPD) event took place in July and brought together esteemed professionals from diverse financial backgrounds under one virtual roof. Over the course of a evening was filled with knowledge-sharing and inspiration, attendees had the privilege of learning from industry-leading experts across various domains.
The CPD event featured an impressive line up of distinguished guest speakers, each possessing an unrivalled depth of knowledge in their respective fields. Attendees had the privilege of hearing from Paul Newton, an authority on cybersecurity, who provided invaluable insights into safeguarding sensitive financial information in an increasingly digital world.
In addition to cybersecurity, the event delved into the crucial topic of Continuous Professional Development (CPD) itself, with Chris Morris offering invaluable guidance on how accountants and financial advisors can maintain their competitive edge in a rapidly evolving landscape.
With the rise of social media, establishing a strong professional presence has become more critical than ever. To address this, Philip Calvert shared expert advice on leveraging the power of LinkedIn to connect, engage, and expand one’s network.
To provide a comprehensive perspective, Steve Broom shared his expertise on commercial finance, equipping attendees with the tools to navigate complex financial landscapes and make informed decisions that drive business success.
In recognition of the diverse challenges that financial professionals may encounter, Paul Bailey shed light on insolvency, empowering attendees to navigate difficult circumstances and protect both their clients and their businesses.
Additionally, Eamonn Prendergast shared essential insights into financial planning, emphasising the importance of crafting bespoke strategies to secure the future financial wellbeing of clients.
Amidst the wealth of knowledge and expertise on display, the event also touched hearts with a special performance from the charity Magpie Dance. By incorporating this charitable element, BABR and Palantir Financial Planning exemplified their commitment to social responsibility and giving back to the community. Over £1000 was raised on the day for this wonderful charity.
We delve deeper into the key takeaways from each presentation, exploring the practical advice and valuable lessons that attendees can implement in their professional lives. You can catch up on each presentation below.
Eamonn Prendergast– Palantir
Paul Newton– Cyber Security and Mental Theft
Philip Calvert– LinkedIn Professional
Chris Morris –CISI
Magpie Dance production
Steve Broom – Head of Commercial Finance at BABR
Paul Bailey– Owner and Co-Founder BABR