Central support

The regional membership team are a central CII resource for our network of institutes that provides consultation and support to help your council develop the local membership proposition and engagement programme.

Each institute council has access to a dedicated Regional Membership Manager who works closely with institute volunteers.

• David Irvine, Regional Membership Manager
• Matt Ward, Regional Membership Manager
• Sara Price, Regional Membership Manager
• Molly Scott, Regional Membership Manager - covering Lisa Hayward's role until July 2025
• Laura Wharfe, Regional Membership Executive
• Anouska Luboff, Regional Membership Administrator

The regional membership teams key focus is on ensuring greater consistency of support across the network. We also provide advice, guidance, and tools for our volunteers to help them lead their institutes in meeting the challenges faced when continuing to drive member engagement at local level. This includes:

The USP of the network is that it is run by members for members - the team does not have the capacity to pick up admin tasks for institutes or take on any responsibility for council roles - we simply do not have the bandwidth.

Each Regional Membership Manager has responsibility for consulting with a set number of institutes - an overview can be downloaded below.

Please also see the details below for the corporate development team and the areas that they work in:

Corporate development team contact details

The Local Institute National Forum is attended by 18 local institute representatives (known as National Forum Officers) who meet four times a year to proactively discuss projects, initiatives, successes and concerns from the local institute network - giving your institute a voice within the CII.

This meeting is chaired by the Vice President for Local Institutes and organised in conjunction with the regional membership team. Actions, comments and successes from the meeting are then shared via the Vice President for Local Institutes to the CII Board on a regular basis.

This meeting is further supported by local meetings known as Local Institute Regional Forums which will allow YOUR institute to feed into the Local Institute National Forum via your Regional Forum Officer.

Details of your National Forum Officer can be downloaded below along with the terms of reference for the Local Institute National Forum and the Local Institute Regional Forums (x8).

Our annual volunteer conference - Network Conference - is an event aimed at the network of local institutes that provides a fantastic opportunity for our volunteers to meet their peers and colleagues from across the network, in order to have their voice heard and to hear first-hand plans for the future of the network and the CII itself.

This one-day conference includes an evening reception where the CII Volunteer Awards are presented.

Delegates are made up of local institute council and national forum members.

The format of the conference varies slightly year on year, depending upon feedback obtained from the previous year and developments at the CII.

Interactive breakout sessions are run to discuss various topics which allow delegates to feedback their opinions and concerns.

Please see below an overview of the CIIs Executive Leadership Team (ELT) structure and the Senior Leadership Team (SLT) that reports into ELT.

Your Regional Membership team has a relationship with almost all departments across the CII, though the team falls under the directorate of Membership and Engagement.

Gill White - Executive Director of Membership and Engagement

Mathew Mallet - Executive Director of Digital and Information

Trevor Edwards - Executive Director of Resources and People

Liam Russell - General Counsel

Don Mcintyre - interim PFS CEO

Below are charts to firstly show the plans for the new ELT structure with two posts yet to be filled, and secondly how the organisation is structured at present in terms of leadership.

The Board is our governing body and its role is to promote the long-term sustainable success of the CII and to generate value so that the we can meet our public interest requirement established in our Royal Charter. It achieves this by driving strategy, ensuring we have the resources, culture and controls in place to meet our strategic objectives and ensure effective engagement with our members and wider stakeholders.

Board members

• Helen Phillips, Chair
• Ian Callaghan, President
• Nicola Stacey, Deputy President
• Matthew Hill, Chief Executive Officer
• Desmond Bermingham, Chair of the Education and Learning Committee
• Claire Bassett, Chair of the Professional Standards Committee
• Jennette Newman, Chair of the Nominations & Remuneration Committee
• Jonathan Graham, Chair of the Audit & Risk Committee
• Yassir Albaharna, Engagement board member: International

Vacant, Engagement board member: Financial Planning
Vacant, Engagement board member: London Market
Vacant, Engagement board member: Personal Lines

Digital Townhalls are virtual events held twice a year (May and November) whereby Presidents, Deputy Presidents and National and Regional Forum officers get a chance to meet with the CII CEO and raise questions on behalf of their local institute council. This engagement opportunity also allows for the CEO to deliver CII updates in a small personal setting.

The CII Vice President (local institutes) will be in attendance, along with the Regional Membership team.

Notes and actions from these meetings are circulated post event, and notes from previous meetings can be found below.

The Realigning the Partnership initiative launched in 2023, with the aim being to review various ways in which the CII could provide further support to local institutes.

Theme 6 relates to Thematic groups, and the Regional Membership team create a comprehensive programme of virtual events to be delivered throughout the year, which offer additional support to individual council roles along with an opportunity for the CII to provide updates that are relevant to each role and allows local institutes to share good practice amongst their fellow volunteers.

Council roles which are currently supported by these events are as follows:

- Education Secretaries and CPD Officers (X2 meetings)

- Presidents and Deputy Presidents

- Careers Officers

- Dinner Secretaries

- EDI Officers

- Communications Officers

The 2024 programme of events is attached below: