Slide 1 |

Branko Bjelobaba FCII Vice President Elect Local Institutes – The Way Forward

Overview

• The Role “Why am I standing in front of you all!”

• Overview of UK Institutes “How do the institutes currently look and what did your members tell us?”

• Improving Your Local Proposition “How can you maximise your institutes potential!”

• The Future “What will the next 12 months offer local institutes?”

Slide 3 |

The Role “Why am I standing in front of you all?”

The Role

• Relationship with the Chartered Insurance Institute

• Vice President Role

• Key Objectives

Slide 6 |

Overview of UK Institutes“How do the institutes currently look and what did your members tell us?”

Overview of UK Institutes – Finances

Local Institute Financial Overview

£1,431,300

£1,198,218

1,050,000

1,100,000

1,150,000

1,200,000

1,250,000

1,300,000

1,350,000

1,400,000

1,450,000

Reserves (As of 31st December2007)

Grants (Paid in 2008)

Reserves & Grants

Cas

h (

in £

's)

TOTAL

• Cash reserves as at Dec 07 - £1.5m

• Equates to £20.60 per UK member

• Grants paid for 2008 - £1.2m

• Funds available to all LIs - £2.7m

Overview of UK Institutes – Member Proposition• Varying level of local membership proposition and offering

• Case Study 1:– Membership – 651– Technical Events - 9– ½ Day Seminars – 2– Social Events – 4– Annual Dinner – 1– Total Events Offering - 16

• Case Study 2:– Membership – 1953– Technical Events – 5– ½ Day Seminars – 0– Social Events – 0– Annual Dinner – 1– Total Events Offering - 6

Overview of UK Institutes – Member Proposition

UK Local Institute Activity Breakdown

53%

31%

10%

6%

CPD Events

Social Events

Annual Dinner

Charity Events

Overview of UK Institutes – 2007 Membership Survey

2

2.2

2.4

2.6

2.8

3

3.2

Overview of UK Institutes – Case Studies

• Clair Brand Past President of Royal Tunbridge Wells

• Karen RosePresident of Reading

• Mike CrannyPast President of Manchester

Slide 12 |

Improving Your Local Proposition “How can you maximise your institutes potential!”

Improving Your Local Proposition

• Local Institute Grant

• Local Institute Manual

• Regional Training

• Higher and Further Education Links

• Local Institute Development Committee

• Area Marketing Managers

Overview of UK Institutes – UK Membership Survey

Awareness of Local Institutes - UK Average compared to Areas Covered by AMM

88

64

84

0

10

20

30

40

50

60

70

80

90

100

UK Average Scotland East Anglia

Area

Per

cen

tag

e A

war

e

Awareness of Local Institute Actvities - UK Average compared to Areas Covered by AMM

69

85 88

0

10

20

30

40

50

60

70

80

90

100

UK Average Scotland East Anglia

Area

Per

cen

tag

e A

war

enes

s

Representative Council

• A two-way communication link between the CII and the local institutes that form that regional area

• You have elected this person to represent you – they need to understand what is going on locally to inform us and then they inform you

• Have regular dialogue with the member – don’t ignore them!

• Remember 4 regionally elected members will be elected by the RC to serve on our Board

Local Institute Brand and Toolkit

Local Institute Web Pages and Extranet

Local Institute Web Pages and Extranet

Slide 19 |

The Future“What will the next 12 months offer local institutes?”

The Future

• Next Steps

• Regional Road Shows

• Bridging the Gap