TRANSACT EVENTS
Breakfast Meetings
Each meeting will run from 08.30am to around 10.30am and includes a sit down breakfast on arrival.
What to expect:
- An update on platform developments and topical issues by Glen Sweet, Head of Distribution or Stuart Fleat, National Sales and Sales Development Manager.
- Latest tax and relevant regulatory news from Brian Radbone, Technical Counsel
- Engagement with Transact staff and your fellow peers
- CPD certificate sent electronically following the event.
| Date | Location | Venue | Register |
|---|---|---|---|
| 22 May | Gloucester | Eastwood Park | Register Here |
| 10 June | Gatwick | Cottesmore Golf Club | Register Here |
| 18 June | Oxford | Oxford Belfry | Register Here |
| 25 June | Durham | Ramside Hall Hotel | Register Here |
Connect Events
Our Connect events are half day events, starting from 09.30am and finishing around 12.30pm with a buffet lunch.
Each session includes a roundtable on the following topics:
- Technical roundtable
- Cash Solutions & Applications
- High Net Worth clients
- Transact Online & Integrations
- Transact CEO interview
- CEO Q&A
Save the date!
| Date | Location | Venue | Register |
|---|---|---|---|
| 4 June | Leeds | Oulton Hall | Register Here |
| 14 October | Warrington | The Park Royal | Coming Soon |
| 5 November | Cardiff | The Vale Resort | Coming Soon |
| 25 November | London | Convene - 200 Aldersgate St. Paul's | Coming Soon |
Our presenters
Tom Dunbar – CEO
Providing an update on Transact and Platform market outlook
Andrew Cullen-Jones – Chief Development Officer
Connect event host providing an update on developments and service.
Brian Radbone – Technical Counsel
Providing an update on the latest tax and regulatory news, plus new Technical developments.
Stuart Fleat – Head of Distribution
Outlining our latest platform developments.