The Adult MHFA Refresher course, which needs to be done every three years to maintain accreditation, reinforces the core learning from the Adult MHFA course. Renew your skills, update your knowledge of mental health and practice applying the Adult MHFA action plan. You'll also benefit from ongoing membership of the Association of Mental Health First Aiders®.
Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for the UK & Ireland will be on the 13th November 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience: What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator - AM: Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Panel Suzie Joughin Senior Executive Assistant at the Houses of Parliament Restoration & Renewal. Suzie is an experienced senior executive assistant, specialising in the public and third sectors. Suzie’s career highlights include senior administrative roles in Cancer Research UK, the largest independent cancer research charity in the world; UK Research and Innovation, the UK’s national funding agency investing in science and research in the UK during the Covid-19 pandemic; and her current role on the Houses of Parliament Restoration and Renewal Programme. Rebecca Polson Executive Support Manager to the Chief Executive An award-winning Executive Assistant with over 10 years’ experience across the higher education, charity, private, and public sectors. Currently Executive Support Manager to the Chief Executive at Alzheimer’s Research UK, she provides high-level support in the fast-paced, mission-driven environment of the largest dementia research charity in the UK. Her previous roles include supporting senior leaders at the Natural History Museum, the Incorporated Society of Musicians, and the Royal College of Music. She brings expertise in executive support, governance, stakeholder engagement, and complex diary and project management. Named PA of the Year in 2023 and a finalist in the SecsintheCity PA of the Year Awards, she is known for her professionalism, discretion, and ability to stay ahead of the needs of the people and organisations she supports. Ola Boddington Senior Executive Assistant As a seasoned Executive Assistant, she has honed her skills in management and project planning over the years. She has worked with various organisations, including Zoa, Signal AI, and ConsenSys, where she provided high-level administrative support to senior executives. Her expertise lies in managing complex schedules, coordinating travel arrangements, and ensuring seamless communication among team members. She is also proficient in using various software tools to streamline workflows and enhance productivity. She is passionate about delivering exceptional service and contributing to the success of the teams she works with. Claudine Martin Senior Executive Assistant Claudine is a highly skilled Senior Executive Assistant, currently supporting the Head of BNY Pershing EMEA. With a distinguished career spanning nearly 17 years in the British Army, Claudine retired in 2023 at the rank of Staff Sergeant, bringing a wealth of experience in high-pressure environments and strategic operations to her current role. Throughout her military career, Claudine specialised in Human Resources, and served as the Personal Assistant to the Army Director of Engagement and Communication at the Ministry of Defence. In this capacity, she played a pivotal role in the planning and execution of significant events and initiatives, showcasing her exceptional organisational skills and attention to detail. Her dedication and professionalism were recognised when she was awarded PA of the Year in 2019 by PA Life. An advocate for the Executive Assistant profession, Claudine is also a sought-after public speaker. She regularly shares her insights at industry events, including the PA Show, and serves as an advisory board member, contributing to the ongoing development and recognition of the profession. Claudine is passionate about empowering others and has previously mentored young people through the Diana Award, a programme established in honour of Princess Diana to support disadvantaged youth. Additionally, she has participated in Fast Forward 15, a mentoring initiative aimed at women aspiring to build careers in events, hospitality, or related industries. With her extensive experience, dedication to excellence, and commitment to mentorship, Claudine continues to make a significant impact in her field and inspire the next generation of leaders. She proudly represented the UK at the Invictus Games 2023, showcasing her unwavering determination and unwavering spirit. In her spare time, Claudine enjoys park run and writing poems. The Importance of Becoming a Strategic Advisor Learn how to shift from reactive to proactive. Develop the mindset and behaviours of a strategic advisor. Understand how to add value beyond your job description. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Speed Connections Networking Session Join us for Speed Connections, a lively 30-minute networking session designed to foster meaningful connections in a fun, fast-paced environment. Every 10 minutes, attendees will be placed into new breakout rooms with small groups, giving everyone the chance to meet a diverse range of peers. Each breakout session will feature engaging prompts to spark conversations and make networking enjoyable and memorable! Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.
LOOKING FOR: ADULT FICTION, NON-FICTION Diana joined the prestigious DHH Literary Agency in June 2024. She started agenting with Rupert Heath Literary Agency in 2011 before moving to UTA and Marjacq in 2017. Before that she was senior commissioning editor at Transworld. Diana was chosen as one of The Bookseller’s Rising Stars of 2012, was a nominee for RNA Agent of the Year 2019, and was shortlisted for Literary Agent of the Year 2022 at the British Book Awards. Her list includes a wide range of bestselling and prize-winning authors in the UK and internationally. Diana represents adult fiction and non-fiction. For fiction, she is looking for upmarket women's commercial, with depth and heart, including reading group, historical, saga, uplit and contemporary stories that are irreverent and make her laugh; accessible literary fiction, high-concept crime fiction and thrillers. She has a thing for spy novels and would love to find a great vampire story. On the non-fiction side: memoir, smart, funny feminists, lifestyle, cookery and social justice, and open to anything with a strong, original voice. She also encourages submissions from writers who have been traditionally under-represented. Diana would like you to submit a covering letter, 1 - 2 page synopsis and the first three chapters (a maximum of 5,000 words) of your manuscript in a single word document. (In addition to the paid sessions, Diana is kindly offering one free session for low income/underrepresented writers. Please email agent121@iaminprint.co.uk to apply, outlining your case for this option which is offered at the discretion of I Am In Print). By booking you understand you need to conduct an internet connection test with I Am In Print prior to the event. You also agree to email your material in one document to reach I Am In Print by the stated submission deadline and note that I Am In Print take no responsibility for the advice received during your agent meeting. The submission deadline is: Thursday 16th October 2025
Providing Guidance & Support for MHFAiders: giving reassurance they are not alone. Our MHFAider guidance & support forums are tailored to provide MHFAiders with the clarity they need to excel in their role. We believe it's important to offer a safe space for MHFAiders to discuss their role, while staying up to date with the latest best practices and information. Mental Health First-Aiders and Champions forum for open discussions, guidance, support, and focus topic learning with a registered Mental Health Nurse.
The LAA operates a strict compliance regime when it comes to auditing family controlled work matters, and mistakes can often result in a Contract Notice, corrective action, and further follow-up activity within 6 months. This course will discuss the various aspects of family controlled work billing, with discussions on topics such as how to bill private law, public law, and help with mediation matters; how to evidence whether substantive negotiations and a settlement have taken place in private law matters; how do the LAA audit travel and other disbursement claims; what evidence must be present on files to avoid any issues on audit – including scope, gateway evidence, and forms/evidence of means (rules on evidence of means will be included in brief, however, a separate, more in-depth Civil Means Assessment Guidance Course is available); and the rules on claiming separate matters and escape fees. Key aspects of the Civil Contract and associated LAA Guidance (including the Codes Guidance) will be included, along with a discussion of common errors that are made. Target Audience This online course is aimed at anyone involved in billing Family Controlled Work matters or managing an LAA Family Contract. Resources Course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Steve Keeling, Consultant, DG Legal Steve joined DG Legal after leaving the Legal Aid Agency in August 2016. In his 17 years at the LAA, he worked in the audit team as both auditor and manager and was a Contract Manager for several years. Steve is also a certified SQM auditor and undertakes audits on behalf of Recognising Excellence as well as running training sessions for the SQM Audit Team periodically.
Overthinking on repeat? In this £15 online workshop led by NCPS accredited counsellor, discover simple grounding techniques that ease overwhelm and bring you back to calm.
Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for North America will be on the 20th of November 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience (1 of 2): What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator AM - Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Keynote Address with Q&A from the audience (2 of 2): What to expect from Monique's Keynote: This isn’t your typical “communication 101” talk. Monique Helstrom brings 27 years of real-world experience, high-level insight, and zero fluff. She’s coached leaders, built operational ecosystems, and even served as the “Chief of Simon Sinek” (yes, that Simon Sinek). Safe to say, she knows a thing or two about working with humans—especially when they’re brilliant, busy, and occasionally impossible. In this keynote, Monique will: Call out the silent killers of great communication (you will relate) Show you how to set clearer expectations without sounding like a robot Teach you how to be both direct and kind (it’s possible, promise) Arm you with practical strategies that work in real-world pressure-cooker moments Remind you why your voice and presence matter—no matter your title Expect sharp insight, a few laughs, and a lot of “why has no one told me this before?” Monique's Career Bio: With 27 years of experience building humans and operational ecosystems, Monique coaches, recruits, and speaks with one mission: To help people become who they were always meant to be — effective, self-aware, and unstoppable. Formerly the Executive Assistant and “Chief of Simon Sinek,” Monique was the force behind the scenes of a global thought leadership brand. She’s worked with top executives, entrepreneurs, assistants, creatives, and mission-driven organisations around the world and has seen the same issue repeat itself time and time again: communication breakdown, unclear expectations, and wasted potential. So she decided to fix it. As a speaker, coach, and specialised recruiter, Monique delivers real talk and real strategies. She teaches principals how to work with, not just have, high-performing assistants and shows assistants how to stand tall, communicate clearly, and own their worth. Her work is rooted in practical psychology, pattern recognition, and the simple the truth that people can change when they’re given the tools and support to do so. Monique’s areas of expertise include: Communication — Building trust, clarity, and accountability for everyone. Executive presence — Strategic thought, self-confidence, and influence. How to lead, leverage, and grow high-performing assistant partnerships. Goal setting, feedback, and performance coaching that drives personal growth and business results. Identifying operational inefficiencies and translating them into clear, people-powered solutions. Source: Monique Helstrom - YouTube Channel. Panel Session Crisis Mode: What to do when everything goes wrong The Importance of Becoming a Strategic Advisor Learn how to shift from reactive to proactive. Develop the mindset and behaviours of a strategic advisor. Understand how to add value beyond your job description. Leah Temena Leah is a Senior Executive Assistant at JPMorgan Chase with over a decade of experience supporting C-Suite leaders—and a passionate voice for the growth, visibility, and leadership of administrative professionals. Alongside her corporate role, Leah runs a career coaching business across the U.S. and Asia. She empowers administrative assistants and Asian immigrant professionals elevate their executive presence, communicate their business impact, and break past cultural and professional barriers. At JPMorgan Chase, Leah serves as the North America Lead for the Career and Skills Pillar of SAGE, the firm’s employee resource group for administrative professionals. In this role, she develops and delivers programming that supports the professional development and upward mobility of admins across the region. Her background spans compliance, HR, presentation strategy, and nonprofit partnerships, with additional experience at Deutsche Bank and in nonprofit sectors. Leah holds a degree in Human Resources Management and completed her Professional Coaching Certificate through New York University. Mary Curry Mary Curry is a seasoned Executive Assistant and Business Operations professional with over 15 years of experience supporting C-suite leaders across technology, finance, construction, and aerospace. Known for her adaptability, sharp judgment, and proactive mindset, she excels at creating structure, optimizing workflows, and anticipating needs in fast-paced, high-growth environments. Mary brings a strategic edge to executive support, managing complex calendars, high-profile events, and confidential communications with precision. Her work has driven cost savings, streamlined operations, and enhanced executive impact. She is a Master Certified Microsoft Office Specialist, fluent in Google Workspace, and an early adopter of AI tools to enhance productivity and decision-making. Beyond her professional life, Mary is a certified sommelier, avid reader, and fitness enthusiast who believes that wellness, curiosity, and clarity are essential to showing up as a strong partner and leader. She’s passionate about building trusted relationships and helping leadership teams thrive from behind the scenes. Joanne Gard Joanne is an experienced Senior Executive Assistant with over 20 years of experience in the EA role as well as 15 years as a meetings and events professional. She has been supporting a Senior Partner at McKinsey & Company for 10 years and was recently presented a firm award that recognizes an inspirational colleague who inspires and motivates others to do the right things for our clients, our Firm, and our people. She is passionate about sharing her knowledge and drive for the role to others as a mentor and trainer. Joanne is driven to helping other EAs understand the importance of their role, the partnership they can have and the strategic part they can play in a powerful collaboration. She hopes to continue to help others learn how much more they can contribute and be the architect of their future. Annemarie Smith Annemarie Smith, an architect of executive operations 30+ years of global leadership experience spanning aerospace, healthcare, finance, legal, and manufacturing sectors across Canada, Qatar, Saudi Arabia, and the United States. A trusted advisor to C-suite executives and senior management, she blends operational efficiency with people-first leadership to elevate every agile environment she supports. As a systems thinker, Annemarie serves as an executive situational awareness amplifier, translating strategic vision into actionable impact. She streamlines operations using lean principles, safeguards executive priorities with discretion, and anchors administrative excellence in agility, inclusivity, and continuous improvement. As an architect of order, and execution, she organizes critical business reviews, aligns strategic calendars, and designs and delivers hybrid events that reflect the evolving needs of diverse and neurodivergent workforces. She champions knowledge sharing across the organization to empower the workforce, enhance digital collaboration, and strengthen the connective fabric that enables hybrid and remote work to thrive. Her expertise also extends to people operations and workforce planning by delivering live trainings, leading system rollouts, and partnering on strategic hiring. With attention to travel and expense oversight, she ensures compliance, accountability, and a seamless executive experience from boardroom to boarding gate. Annemarie’s entrepreneurial spirit is at the heart of EA Insights, a consultancy she founded to elevate the role of the executive assistant as a central intelligence hub and strategic partner. Through her published work at https://eainsights.biz, she shares powerful insights drawn from decades of navigating complexity with grace, bending time to meet priorities, and championing excellence behind the walls of corporate America. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.
Elite EA/PA Forum We are delighted to announce the Elite EA/PA Forum for North America will be on the 20th of November 2025. Our workshop aims to: Enhance your influence and impact by mastering assertive communication, negotiation, and self-advocacy skills. Stay composed and solution-focused in high-pressure situations with practical tools for crisis management and clear decision-making. Embrace evolving technology by understanding how AI and automation can streamline your role and boost efficiency. Future-proof your career by building strategic value, resilience, and adaptability in an ever-changing professional landscape. Keynote Address with Q&A from the audience (1 of 2): What to expect from Sam's Keynote: With over 30 years supporting leaders at the highest levels, Sam Cohen brings a wealth of insight, experience, and stories (the kind she can share) to the stage. From 18 years serving within The Royal Household - including as Deputy Private Secretary and Press Secretary to Her late Majesty Queen Elizabeth II - to working with The Duke and Duchess of Sussex, running the Prime Minister’s Office at Downing Street, and serving as Chief of Staff to the global CEO of Rio Tinto, Sam’s career is a masterclass in discretion, diplomacy, and delivering at the top. In this exclusive keynote, Beyond the Role, Sam will explore how Executive Assistants don’t just support leaders - they shape leadership, drive strategy, and build legacy from behind the scenes. Join us for this rare opportunity to hear from someone who’s been at the epicentre of power - and bring your questions! The keynote will include a live Q&A, where you can ask Sam about her remarkable career, leadership insights, and how to truly excel in high-performance environments. (Don’t ask her what the Queen kept in her handbag - she’s not telling.) Sam Cohen Career Bio: Sam Cohen has spent the last 30 years working to support leaders in the public and private sectors. Sam spent 18 years serving The Royal Household, as Deputy Private Secretary to Her late Majesty Queen Elizabeth II and Press Secretary to The Queen. Sam also served as Private Secretary to The Duke and Duchess of Sussex. Following this time, Sam worked as Director of the Prime Minister’s Office at Downing Street under Boris Johnson and, most recently, was Chief of Staff to the global CEO at Rio Tinto. Source: ABC News - YouTube Channel. Facilitator AM - Monika Turner The Confident Assistant - Speak Up, Go After What You Want & Create The Future You Deserve: Develop practical strategies to negotiate workload, boundaries, and career growth with confidence. Learn assertive communication techniques to handle challenging conversations effectively. Build self-advocacy skills to articulate your value and influence outcomes in the workplace. Monika Turner Career Bio: Monika Anna Turner is an ICF-certified Leadership and Executive coach with over seven years of experience helping professionals unlock their confidence, elevate their voice, and lead with authenticity. Before stepping into coaching, she built a successful career as a Personal Assistant, Executive Assistant, and ultimately Chief Of Staff —giving her a deep understanding of the unique challenges and strengths of support roles. Originally from Poland, Monika knows firsthand what it’s like to question your voice and your value—especially in a second language. Her journey from self-doubt to self-assurance informs everything she does today. Through her coaching, she empowers assistants and leaders alike to move beyond fear, speak up and create fulfilling careers they’re proud of. Keynote Address with Q&A from the audience (2 of 2): What to expect from Monique's Keynote: This isn’t your typical “communication 101” talk. Monique Helstrom brings 27 years of real-world experience, high-level insight, and zero fluff. She’s coached leaders, built operational ecosystems, and even served as the “Chief of Simon Sinek” (yes, that Simon Sinek). Safe to say, she knows a thing or two about working with humans—especially when they’re brilliant, busy, and occasionally impossible. In this keynote, Monique will: Call out the silent killers of great communication (you will relate) Show you how to set clearer expectations without sounding like a robot Teach you how to be both direct and kind (it’s possible, promise) Arm you with practical strategies that work in real-world pressure-cooker moments Remind you why your voice and presence matter—no matter your title Expect sharp insight, a few laughs, and a lot of “why has no one told me this before?” Monique's Career Bio: With 27 years of experience building humans and operational ecosystems, Monique coaches, recruits, and speaks with one mission: To help people become who they were always meant to be — effective, self-aware, and unstoppable. Formerly the Executive Assistant and “Chief of Simon Sinek,” Monique was the force behind the scenes of a global thought leadership brand. She’s worked with top executives, entrepreneurs, assistants, creatives, and mission-driven organisations around the world and has seen the same issue repeat itself time and time again: communication breakdown, unclear expectations, and wasted potential. So she decided to fix it. As a speaker, coach, and specialised recruiter, Monique delivers real talk and real strategies. She teaches principals how to work with, not just have, high-performing assistants and shows assistants how to stand tall, communicate clearly, and own their worth. Her work is rooted in practical psychology, pattern recognition, and the simple the truth that people can change when they’re given the tools and support to do so. Monique’s areas of expertise include: Communication — Building trust, clarity, and accountability for everyone. Executive presence — Strategic thought, self-confidence, and influence. How to lead, leverage, and grow high-performing assistant partnerships. Goal setting, feedback, and performance coaching that drives personal growth and business results. Identifying operational inefficiencies and translating them into clear, people-powered solutions. Source: Monique Helstrom - YouTube Channel. Panel Session Crisis Mode: What to do when everything goes wrong The Importance of Becoming a Strategic Advisor Learn how to shift from reactive to proactive. Develop the mindset and behaviours of a strategic advisor. Understand how to add value beyond your job description. Leah Temena Leah is a Senior Executive Assistant at JPMorgan Chase with over a decade of experience supporting C-Suite leaders—and a passionate voice for the growth, visibility, and leadership of administrative professionals. Alongside her corporate role, Leah runs a career coaching business across the U.S. and Asia. She empowers administrative assistants and Asian immigrant professionals elevate their executive presence, communicate their business impact, and break past cultural and professional barriers. At JPMorgan Chase, Leah serves as the North America Lead for the Career and Skills Pillar of SAGE, the firm’s employee resource group for administrative professionals. In this role, she develops and delivers programming that supports the professional development and upward mobility of admins across the region. Her background spans compliance, HR, presentation strategy, and nonprofit partnerships, with additional experience at Deutsche Bank and in nonprofit sectors. Leah holds a degree in Human Resources Management and completed her Professional Coaching Certificate through New York University. Mary Curry Mary Curry is a seasoned Executive Assistant and Business Operations professional with over 15 years of experience supporting C-suite leaders across technology, finance, construction, and aerospace. Known for her adaptability, sharp judgment, and proactive mindset, she excels at creating structure, optimizing workflows, and anticipating needs in fast-paced, high-growth environments. Mary brings a strategic edge to executive support, managing complex calendars, high-profile events, and confidential communications with precision. Her work has driven cost savings, streamlined operations, and enhanced executive impact. She is a Master Certified Microsoft Office Specialist, fluent in Google Workspace, and an early adopter of AI tools to enhance productivity and decision-making. Beyond her professional life, Mary is a certified sommelier, avid reader, and fitness enthusiast who believes that wellness, curiosity, and clarity are essential to showing up as a strong partner and leader. She’s passionate about building trusted relationships and helping leadership teams thrive from behind the scenes. Joanne Gard Joanne is an experienced Senior Executive Assistant with over 20 years of experience in the EA role as well as 15 years as a meetings and events professional. She has been supporting a Senior Partner at McKinsey & Company for 10 years and was recently presented a firm award that recognizes an inspirational colleague who inspires and motivates others to do the right things for our clients, our Firm, and our people. She is passionate about sharing her knowledge and drive for the role to others as a mentor and trainer. Joanne is driven to helping other EAs understand the importance of their role, the partnership they can have and the strategic part they can play in a powerful collaboration. She hopes to continue to help others learn how much more they can contribute and be the architect of their future. Annemarie Smith Annemarie Smith, an architect of executive operations 30+ years of global leadership experience spanning aerospace, healthcare, finance, legal, and manufacturing sectors across Canada, Qatar, Saudi Arabia, and the United States. A trusted advisor to C-suite executives and senior management, she blends operational efficiency with people-first leadership to elevate every agile environment she supports. As a systems thinker, Annemarie serves as an executive situational awareness amplifier, translating strategic vision into actionable impact. She streamlines operations using lean principles, safeguards executive priorities with discretion, and anchors administrative excellence in agility, inclusivity, and continuous improvement. As an architect of order, and execution, she organizes critical business reviews, aligns strategic calendars, and designs and delivers hybrid events that reflect the evolving needs of diverse and neurodivergent workforces. She champions knowledge sharing across the organization to empower the workforce, enhance digital collaboration, and strengthen the connective fabric that enables hybrid and remote work to thrive. Her expertise also extends to people operations and workforce planning by delivering live trainings, leading system rollouts, and partnering on strategic hiring. With attention to travel and expense oversight, she ensures compliance, accountability, and a seamless executive experience from boardroom to boarding gate. Annemarie’s entrepreneurial spirit is at the heart of EA Insights, a consultancy she founded to elevate the role of the executive assistant as a central intelligence hub and strategic partner. Through her published work at https://eainsights.biz, she shares powerful insights drawn from decades of navigating complexity with grace, bending time to meet priorities, and championing excellence behind the walls of corporate America. Facilitator - PM: Justin Kabbani AI Is Not Here to Replace You. It's Here to Upgrade You. We'll explore Justin's proven 3P framework: Priming – How to set up AI like a strategic advisor by feeding it context, tone and mindset Prompting – How to craft clear, structured instructions to get consistently great results Producing – How to turn AI outputs into high-leverage work that makes you stand out Your session outcomes: Real examples from admin professionals already using AI to elevate their work Prompts you can copy, adapt, and test live Interactive exercises to build confidence fast A practical challenge to implement right after the session If you’ve been overwhelmed by AI, or underwhelmed by its impact, this session will change that. You'll leave with tools you can use today, and a mindset you’ll carry forward for the rest of your career. Justin Kabbani Career Bio: Justin Kabbani is one of Australia’s most in-demand AI trainers and keynote speakers, known for making AI feel simple, powerful, and immediately useful. He’s worked with brands like Uber, Treasury Wine Estates, and Udemy, helping their teams embed AI into daily workflows, strategic planning, and executive communication. Over the past two years, Justin has trained more than 2,000 professionals across Australia and beyond, consistently earning feedback like “mind-blowing,” and “game-changing”. His signature Prime, Prompt, Produce framework has transformed how business leaders, executive assistants, marketers, and teams think, work, and communicate with AI, without needing to be “tech people.” Justin believes AI isn’t here to replace people. It’s here to take the robotic work off our plate, so we can focus on what humans do best. LinkedIn: https://www.linkedin.com/in/justinkabbani/ Website: https://justinkabbani.com/ Who will attend this event? Executive Assistant (EA) Personal Assistant (PA) Virtual Assistant (VA) Legal Secretary Legal Executive Assistant Administrative Assistant Office Manager Health Care Office Manager Chief of Staff Additional roles may be relevant depending on role responsibilities along with development opportunities. This workshop is open to females, male including trans women/males and non-binary professionals. Group Rate Discounts To discuss our group rates in more detail, please email support@elite-forums.com and provide the following: Group Number (How many would like to attend) Event Date (If numerous dates, please advise if we are splitting attendees across multiple dates) Attendee Contact details (Or request our Group Rate Document. Complete and return - we'll sort the rest.) Group discounts are on request - see below group rate discount brackets: 🧩 You just need one piece to come together - to unlock your Elite Potential. 🔑 Media outlets/organisations will not be permitted to attend this event.
Despite being a requirement under the Money Laundering Regulations 2017 (MLR 2017), in 2023/24 the SRA found that 19% of files reviewed did not contain a client and matter risk assessment (CMRA), with a further 12% of files containing ineffective CMRAs. At best, the firms conducting these files were putting themselves at risk of regulatory action for failure to comply with the MLR 2017. More seriously, firms may have been facilitating money laundering through their failure to adequately assess and address the risks posed by clients and matters. The SRA has issued a number of significant fines to firms with no, or insufficient, CMRAs in place. In the year August 2024 to July 2025, firms were fined over £950,000 where ineffective or missing CMRAs were noted. Although a firm’s MLRO, MLCO or its managers bear ultimate responsibility for ensuring its compliance with the MLR 2017, it is the responsibility of all those working on behalf of the firm to conduct and document the appropriate processes and checks on a day-to-day basis. Therefore, it is imperative that all staff understand not only how to complete a CMRA, but also the importance of doing so thoroughly and correctly. This course will assist fee earners and support staff in confidently and competently completing client and matter risk assessments, understanding the types of risks to be identified and the importance of correctly identifying these. Where the SRA has found failings at firms in respect of CMRAs, it has almost unanimously also found shortcomings in other areas of AML compliance. Where concerns are raised regarding a firm’s compliance with any aspect of the MLR 2017, the SRA will probe further and look into all areas of AML compliance. For information about DG Legal’s full range of AML training courses, please visit https://dglegal.co.uk/training/upcoming-premier-training-courses/. Target Audience This online course is suitable for staff of all levels, from support staff to senior partners. Resources Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Paul Wightman, Consultant, DG Legal A qualified barrister, Paul graduated in Law from Birmingham University and was called to the Bar in 1994. He subsequently spent almost 20 years working for the Law Society of England and Wales, initially within the Office for the Supervision of Solicitors, then the Legal Complaints Service (LCS), and ultimately the Solicitors Regulation Authority (SRA). Paul is adept at undertaking audits and providing succinct reports on areas for improvement and can assist firms with advice on all aspects of SRA compliance and Anti-Money Laundering procedures.
Source of funds and source of wealth are two important verification steps a firm can take to identify potential money laundering activities or other financial crime. The Money Laundering Regulations 2017 (MLR 2017) require firms, where necessary, to scrutinise the source of funds of a transaction to ensure they are consistent with their knowledge of the customer, their business and risk profile. In addition, where a matter is considered to be higher risk and therefore subject to enhanced due diligence, firms must also investigate the client’s overall source of wealth. Law firm staff must be able to differentiate between source of funds and source of wealth, having knowledge of how to verify each and identify any anomalies that do not align with their understanding of the client or the matter. Staff must have the knowledge and confidence to challenge clients and seek further clarification where the source may be unclear or highlight concerns. A number of firms who failed to sufficiently identify the source of funds and/or source of wealth have recently been fined by the SRA. In the year August 2024 to July 2025, fines in excess of £475,000 were recorded for AML breaches that included source of funds and source of wealth failings. This course will assist fee earners and support staff in understanding the difference between source of funds and source of wealth, enabling them to capably identify and verify funds in a matter. Where the SRA has found failings at firms in respect of source of funds or source of wealth, it has almost unanimously also found shortcomings in other areas of AML compliance. Where concerns are raised regarding a firm’s compliance with any aspect of the MLR 2017, the SRA will probe further and look into all areas of AML compliance. For information about DG Legal’s full range of AML training courses, please visit: https://dglegal.co.uk/training/upcoming-premier-training-courses/. Target Audience This online course is suitable for staff of all levels, from support staff to senior partners. Resources Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Paul Wightman, Consultant, DG Legal A qualified barrister, Paul graduated in Law from Birmingham University and was called to the Bar in 1994. He subsequently spent almost 20 years working for the Law Society of England and Wales, initially within the Office for the Supervision of Solicitors, then the Legal Complaints Service (LCS), and ultimately the Solicitors Regulation Authority (SRA). Paul is adept at undertaking audits and providing succinct reports on areas for improvement and can assist firms with advice on all aspects of SRA compliance and Anti-Money Laundering procedures.