Central support

Regional membership team

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:

Management of local institute key objectives and council governance
Includes an annual development plan and assessment meeting, annual returns management and officer database maintenance, development of support documentation, council guidance documentation, training videos, development of governance protocol and the development of Network Know-How – the local institute extranet site.
Development of local institute CPD and member engagement
Includes the maintenance of the CPD speaker database, CPD accreditation, regional online CPD support, revision programme support, online CPD signposting comms, ongoing CPD consultation and the sharing of good practice around member engagement.
Development of visibility and awareness around the local institute network
Includes submission of articles for The Journal, regular updating of global news pages on each local institute website, campaigns promoting regional activities, working with the central communications team for trade press and working with our central social media team.
Local institute digital tools and data analysis
Includes the ongoing development of each local institute website, integrated e-flyer development, data collation and GDPR compliance; ensuring you can reach your members to promote your activities at the touch of a button.
Development of volunteer engagement
Includes the annual volunteer conference, monthly volunteer communications, management of the Local Institute National Forum, development of Regional Forum meetings and various volunteer working parties.

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 is below and you can also download a detailed list of regional coverage.

CII Contacts

There are a number of key CII contacts that your council officers and you will be in direct contact with, in relation to the ongoing operation of your institute. For all queries relating to the running of your institute please contact your dedicated Regional Membership Manager; the team responsible for supporting your council and helping you deliver a relevant membership proposition to your members:

David Irvine
Regional Membership Manager
07921 234 323
Matt Ward
Regional Membership Manager
07843 265 559
Molly Scott
Regional Membership Manager
Sara Price
Regional Membership Manager

Regional Membership Executive developing and delivering volunteer communications and volunteer engagement programmes:

Laura Wharfe
Regional Membership Executive

Regional Membership Administrator supporting the team and assisting with operational projects and communications.

Anouska Luboff
Regional Membership Administrator

For matters relating to CII-organised events:

Vicki Lewin
Group Events Manager
020 7417 4793

For matters relating to student support, Discover Risk, Discover Fortunes in local schools and colleges:

Vilma Marquez
Outreach Programme Manager
020 7417 4788

For matters relating to careers engagement and support with schools, colleges and universities. Also queries relating to Virtual work experience, T levels, Futureme and apprenticeships.

Claire Bishop
Career Partner Manager

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

Corporate development team contact details

Local Institute National Forum & Local Institute Regional Forums

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).

Network Conference

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.

CII Organisational Structure

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.

CII Board

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

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

Digital Townhalls

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.

Thematic groups

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: