IOB Wealth Management and Financial Planning Conference 2021

Event Details


Date and Time

Wed, 23 June 2021

09:00 - 11:30



Register for this event

If you are interested in registering for the event, please complete the form below

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Data Protection Notice

About this data protection notice

This is a statement of the practices of The Institute of Bankers in Ireland, 1 North Wall Quay, North Dock, Dublin 1 (trading as IOB) (‘the Institute’, ‘we’, ‘us’, ‘our’) in connection with the capture of personal data on this webform and the steps taken by the Institute to respect your privacy.

The Institute is a Data Controller and is committed to protecting your rights and any personal information which you provide to the Institute will be treated with the highest standards of security and confidentiality, in accordance with Irish and European Data Protection legislation.

The privacy notice explains the following:
  • What information do we collect about you?
  • The purpose for collecting your personal data
  • The legal bases for collecting your personal data
  • Are you required to provide the information?
  • How we store and secure personal data?
  • Details of third parties with whom we share personal data
  • What are your rights?
What information do we collect about you?

The data we collect from you will be used by the Institute only in accordance with the purposes outlined in this privacy notice. We will collect your data via webform on

The data collected in this webform will be shared with the following areas of the Institute:

  • Programme Management Department
  • Marketing Department
  • Lifelong Learning Department
The purpose for collecting your data

The data we collect about you will be used for:

  • providing information on the programme(s) for which you have completed an expression of interest webform;
  • notifying you of promotional events related to this designation(s) or programme(s) e.g. Programme Taster Lectures, IOB Open Evening; and
  • advising you of upcoming application and registration closing dates for this designation(s) or programme(s)
The legal basis for collecting your data

For the purposes outlined in this privacy notice your personal data will be processed on the basis of Explicit Consent.

By submitting this webform, you confirm that you are providing your informed consent to the processing of your data as outlined here.

Are you required to provide the information?

We require you to complete the mandatory fields identified in this webform for the purposes outlined above. If you do not provide us with the information required in these fields, we may be unable to process this Expression of Interest form.

How we store and secure your data

Any data we collect from you will be stored confidentially and securely. The Institute is committed to ensuring all accesses to, uses of, and processing of Institute data is performed in a secure manner.

In keeping with the data protection principles, we will only store your data for as long as is necessary to provide our services to you and for such a period of time after this as is necessary to comply with our obligations under applicable law and, if relevant, to deal with any claim or dispute that may arise in connection with our relationship with you.

For the purposes described here we will store your data for one calendar year from the date you submit the webform. Before the end of this calendar year, we may contact you to ask if you wish to re-confirm your consent to the storing and processing of your data for the purposes outlined above.

When we store your personal data on our systems the data will be stored on the Institute’s secure I.T. platforms within the EEA which are also subject to European data protection requirements.

Details of third parties with whom we share personal data

The Institute will share your data with third parties where necessary for purposes of the processing outlined here.

We will share your information with our service providers (e.g. printers, I.T. support, auditors, legal advisors, and other professional advisors).

We may also disclose your information where required by law to do so.

Your information will not be shared with any other third parties.

When we share your data with the third parties outlined here the Institute will ensure that the data is only processed according to our specific instructions and that the same standards of confidentiality and security are maintained. Once the processing of the data is complete any third parties with whom data was shared will be required to return the data to the Institute save where they are required to retain it by law.

What are your rights?

You have the following rights, in certain circumstances and subject to applicable exemptions:

  • You are entitled to ask for a copy of the personal data, which IOB holds about you.
  • The right to have any inaccuracies in your personal data amended.
  • The right to object to the processing of your personal data.
  • The right to have the personal data that we hold about you erased.
  • The right to restrict the processing of your personal data.
  • The right to receive your personal data, which you provided to us, in a structured, commonly used and machine-readable format or to require us to transmit that data to another controller.
  • You have the right to withdraw your consent at any time.

If you have any queries relating to the processing of your personal data for the purposes outlined above or you wish to make a request in relation to your rights, you can contact the Institute’s Data Protection Officer using the contact details below.

If you are unhappy with the way in which your personal data has been processed, you may in the first instance contact the Institute’s Data Protection Officer using the contact details below.

IOB has a Data Protection Officer who can be contacted through [email protected] or by writing to:

The Data Protection Officer, IOB, IFSC, 1 North Wall Quay, Dublin 1.

If you remain dissatisfied then you have the right to apply directly to the Data Protection Commission for a decision. The Data Protection Commission can be contacted at:

Data Protection Commission
Canal House
Station Road
R32 AP23 Co. Laois

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

Registered Number: 197171
Registered Charitable Organisation
Charity Registration Number: 20026950
CHY Number: 10530

P: +353 (0)1 6116500
F: +353 (0)1 6116565
E: [email protected]

Privacy Statement
Terms and conditions

There are no non-member places available on this event. Would you like to become an IOB member?

There are no places available on this event. Please contact us for more information.

Are you an IOB member?

Event Details


Date and Time

Wed, 23 June 2021

09:00 - 11:30



Event details

Exploring Contemporary issues for Wealth Managers and Financial Planners.

Join IOB and a panel of key note speakers as we address the current trends and topics in Wealth Management and get an overview of our new portfolio programmes.

Wealth Management Diagram

Further details will be added when confirmed.

Registration for the conference will close once we reach capacity or at 2pm the day before the event.

2 CPD hours for:

  • QFA - relevant to Pensions and Savings & Investment categories only

  • APA (Pensions) and APA (Savings & Investment)

  • Grandfathered CPD member - relevant to Pensions and Savings & Investment categories only

  • Registered Stockbroker - relevant to Pensions and Savings & Investment categories only

  • Accredited Funds Professional

  • Professional Banker

  • LCOI

Kevin McConnell

Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 25 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.

He has worked through a range of mid-tier to top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86.

He is currently a member of the Advisory Committee of the Certified Investment Fund Director Institute. He developed and delivers the post graduate programs in Alternative Assets at IOB (UCD), in Wealth Management in the Masters in Finance at Trinity College Dublin, and on the Certified Bank Director program in Ireland and UK.

Kevin is also deputy chair of the Irish platform one of the largest CLO originators in Europe and is chief executive of GEM Strategic, a specialist consultancy firm.

Kevin McConnell

Laura Heuston

Co-Founder of SustainabilityWorks

Laura is a Co-Founder of SustainabilityWorks, a boutique sustainability consulting firm that offers a unique blend of skills and experience across sustainable finance and sustainability strategy, policy, innovation and communications. A Chartered Accountant and Tax Adviser with over 20 years professional experience in KPMG and Airtricity, mainly working with renewable energy groups and funds, she now focusses on the broader topic of sustainable finance and advises and speaks on a broad range of sustainable finance topics, with a particular specialism in responsible investment, impact investment, renewable energy finance and energy efficiency finance. She has authored a number of submissions to the Department of Finance that led to the inclusion of sustainable finance as a key pillar of Ireland’s international financial services strategy; co-authored a report Fiduciary Roadmap for 21st Century Roadmap for Ireland as a key tool to inform and engage Irish policymakers, regulators and the investment community on responsible investment; and lectures on Sustainable Finance in the UCD Michael Smurfit School of Business.

Laura Heuston

Jim Connolly

Head of Retirement Planning at AIB Private

Jim Connolly is Head of Retirement Planning at AIB Private having previously held the position of Head of Pensions at Goodbody and Standard Life. He was appointed as a Pensioner Trustee by Revenue in 2004 and now lectures in Retirement Planning for the Institute and UCD. He specialises in exit strategies for high and ultra high net worth individuals – he just wishes he was one himself.

Jim Connolly

Mary O'Dea

Chief Executive of IOB

Mary joined IOB in April 2018 from the Central Bank of Ireland where she was Director of Securities and Markets Supervision. She was previously Ireland's representative at the World Bank and prior to that held the role of Alternate Executive Director representing Ireland with the International Monetary Fund. Mary previously held several director roles with the Central Bank of Ireland, including Director of Financial Operations, Consumer Director and Acting Chief Executive of the Financial Regulator.

Mary O'Dea