Overview This 2-day programme covers the latest techniques used for fixed income attribution. This hands-on course enables participants to get a practical working experience of fixed income attribution, from planning to implementation and analysis. After completing the course you will have developed the skills to: Understand how attribution works and the value it adds to the investment process Interpret attribution reports from commercial systems Assess the strengths and weaknesses of commercially available attribution software Make informed decisions about the build vs. buy decision Present results in terms accessible to all parts of the business Who the course is for Performance analysts Fund and portfolio managers Investment officers Fixed Income professionals (marketing/sales) Auditors and compliance Quants and IT developers Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This 1 day course focus on comprehensive review of the current state of the art in quantifying and pricing counterparty credit risk. Learn how to calculate each xVA through real-world, practical examples Understand essential metrics such as Expected Exposure (EE), Potential Future Exposure (PFE), and Expected Positive Exposure (EPE) Explore the ISDA Master Agreement, Credit Support Annexes (CSAs), and collateral management. Gain insights into hedging strategies for CVA. Gain a comprehensive understanding of other valuation adjustments such as Funding Valuation Adjustment (FVA), Capital Valuation Adjustment (KVA), and Margin Valuation Adjustment (MVA). Who the course is for Derivatives traders, structurers and salespeople xVA desks Treasury Regulatory capital and reporting Risk managers (market and credit) IT, product control and legal Quantitative researchers Portfolio managers Operations / Collateral management Consultants, software providers and other third parties Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This is a 2 day course on understanding credit markets converting credit derivatives, from plain vanilla credit default swaps through to structured credit derivatives involving correlation products such as nth to default baskets, index tranches, synthetic collateralized debt obligations and more. Gain insights into the corporate credit market dynamics, including the role of ratings agencies and the ratings process. Delve into the credit triangle, relating credit spreads to default probability (PD), exposure (EAD), and expected recovery (LGD). Learn about CDS indices (iTRAXX and CDX), their mechanics, sub-indices, tranching, correlation, and the motivation for tranched products. The course also includes counterparty risk in derivatives market where you learn how to managed and price Counterparty Credit Risk using real-world, practical examples Understand key definitions of exposure, including Mark-to-Market (MTM), Expected Exposure (EE), Expected Positive Exposure (EPE), Potential Future Exposure (PFE), Exposure at Default (EAD), and Expected Loss (EL) Explore the role of collateral and netting in managing counterparty risk, including the key features and mechanics of the Credit Support Annex (CSA) Briefly touch upon other XVA adjustments, including Margin Valuation Adjustment (MVA), Capital Valuation Adjustment (KVA), and Collateral Valuation Adjustment (CollVA). Who the course is for Credit traders and salespeople Structurers Asset managers ALM and treasury (Banks and Insurance Companies) Loan portfolio managers Product control, finance and internal audit Risk managers Risk controllers xVA desk IT Regulatory capital and reporting Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
The main subject areas of the course are: Good practice in asbestos removal or remediation Asbestos Removal Control Plans Air sampling for asbestos Enclosures, clearance air monitoring and reporting
The main subject areas of the course are: Good practice in asbestos removal or remediation Asbestos Removal Control Plans Air sampling for asbestos Enclosures, clearance air monitoring and reporting
Supporting your team - a manager's guide Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at managers | heads of | directors working in fundraising and marcomms leadership roles in UK hospices Please only sign up for this session if you have line management responsibility - - - Managing a team of fundraisers isn’t just about hitting targets - it’s about keeping your people motivated, engaged, and well-supported. Hospice fundraising comes with unique pressures, and as a manager, you play a crucial role in helping your team navigate them. This practical, interactive workshop will help you: ✅ Recognise the early signs of stress and burnout in your team ✅ Create a culture of support, resilience, and psychological safety ✅ Implement strategies to balance high performance with team wellbeing With real-life examples, discussion, and actionable takeaways, you’ll leave with the tools and confidence to be a stronger, more effective leader for your fundraisers. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Resilience, stress and boundaries - essential skills for fundraisers Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - Fundraising is tough. It’s emotionally demanding, fast-paced, and often unpredictable. To keep going, you need more than passion—you need resilience, stress management, and strong boundaries to protect your wellbeing. Join us for this interactive, practical workshop. You’ll learn: ✅ How to build resilience and stay steady under pressure ✅ The signs of stress and quick strategies to manage it ✅ How to set and maintain boundaries to prevent burnout This session isn’t just theory - we’ll share real-life tools, group discussions, and practical exercises to help you navigate the challenges of your role with confidence. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Change and uncertainty - staying resilient in a shifting landscape Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - Change is inevitable - but that doesn’t mean it’s easy. Whether it’s shifting targets, new team structures, or sector-wide challenges, hospice fundraisers are constantly navigating uncertainty. This interactive workshop will help you: ✅ Understand why change feels hard—and how to make it easier ✅ Identify what’s in your control (and let go of what’s not) ✅ Build resilience and confidence in uncertain times With practical strategies, group discussions, and real-world tools, you’ll leave feeling more in control, no matter what’s ahead. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Sharing & Networking - Corporate Fundraising Session aimed at corporate fundraisers. THIS SESSION WILL NOT BE RECORDED
Turning the dial - positive changes for the future Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - You’ve made it through the toughest times—but what’s next? It’s time to shift gears and create positive, meaningful change in your work and wellbeing. This interactive workshop will help you: ✅ Move from survival mode to a proactive mindset ✅ Identify small, impactful changes that will make a big difference ✅ Build habits and strategies to sustain long-term success Using practical tools, real-world examples, and group discussions, you’ll leave with a clear plan to turn the dial and shape a brighter future for yourself and your fundraising role.