Trusted Advisory Network Meeting (Physical) – 2 October 2025

This meeting is exclusive to Trusted Advisory Network members of The Institute. Jo Causon, The Institute’s CEO, will be hosting this 2 hour session with a guest speaker from our membership (to be confirmed).

This meeting will focus on Changing customer behaviour.

We will open the meeting for an interactive discussion and encourage all members to attend and participate, as it is a great opportunity to share ideas, network with peers, and learn from business experienced professionals across-sectors.

If there is anything in particular you would like to cover, please let us know in advance and we will add it to the discussion points.

Agenda

• 09:00 – Arrival and refreshments
• 09:10 – Welcome and objectives of session
• 09:20 – Jo Causon opens with a view on changing customer behaviours and the economic landscape
• 09:50 – Member insights from Rachel Bradbury, Head of Customer Relationship & Development at Paragon
• 10:20 – Interactive discussion
• 10:55 – Summary and close

*One individual per organisation please*