Murrayfield Stadium at Night
CISI Scotland Conference 2026

Two Conferences. One Venue.
One Game Plan

Join the CISI Scotland Financial Planning and Compliance & Operations community for a day of insight, collaboration, and future-focused thinking

Event starts in

92
Days
:
23
Hrs
:
34
Min
:
32
Sec
Murrayfield Stadium, Edinburgh 29 October 2026

Murrayfield Stadium
Edinburgh | 29 October 2026

Murrayfield Stadium is more than a venue; it is a setting defined by strategy, discipline, and performance under pressure; values that mirror the core of both financial planning and compliance. By bringing both conference streams together under one roof, Murrayfield creates a shared environment that encourages collaboration, sharper thinking, and meaningful conversations. From industry insights to future-focused discussions, it is a fitting setting for the ideas, decisions, and connections that continue to move the profession forward.

Murrayfield Stadium night
Match Night — Murrayfield, Edinburgh

Two disciplines. One field

A Shared Stage for Financial Planning & Operations

Move freely between both conference streams, discover sessions beyond your specialism, and connect with professionals across financial planning, compliance, and operations

Financial Planning Conference

"Calling the Plays"

Financial
Planning

The CISI Scotland Financial Planning Conference brings together financial planning professionals for a focused day centred on decision-making, leadership, and responsibility. Designed for those who understand that the best outcomes are built on clarity, discipline, and purpose not just instinct.

Compliance Conference

"Winning the Breakdown"

Operations &
Compliance

The CISI Scotland Operations Conference brings together experienced professionals for a focused day of substantive discussion, sector-specific insight, and practical learning grounded in real-world experience.

Conference Agenda

Explore the conference agenda preview below, with full session timings and speakers to be announced soon.

Download Agenda
Rugby athlete

Where Strategy
Meets Discipline

"A great team is not built on individuals. It is built on trust, on roles, on accountability — and on everyone knowing their job."

Scotland's Home Ground Since 1925 ·67,000 Capacity ·Home of Scottish Rugby ·29 October 2026 ·Two Conferences. One Venue. ·Murrayfield Stadium, Edinburgh ·Financial Planning · Operations · Compliance ·Free for CISI Members ·Scotland's Home Ground Since 1925 ·67,000 Capacity ·Home of Scottish Rugby ·29 October 2026 ·Two Conferences. One Venue. ·Murrayfield Stadium, Edinburgh ·Financial Planning · Operations · Compliance ·Free for CISI Members ·

Match Day Squad

Each speaker wears their number. Each brings something different to the team.

Financial Planning
"Calling the Plays"

Robbie Heffernan
Robbie Heffernan
Quilter Cheviot
Steve Martin CFP™ Chartered FCSI (Financial Planning)
Steve Martin CFP™ Chartered FCSI (Financial Planning)
The Financial Planning Training Academy
“Soft Skills”
Barry Horner
Barry Horner
Paradigm Norton
“Employee Ownership Trusts”
Josh Butten CFP™ Chartered FCSI (Financial Planning)
Josh Butten CFP™ Chartered FCSI (Financial Planning)
boosst
“Beyond the Money: Living Well, Retiring Well, and Dying Tidily”
Pete Wozniak
Pete Wozniak
Dimensional Fund Advisors
Track 02

Operations & Compliance
"Winning the Breakdown"

Keynote
Andy Nicol
Andy Nicol
Former Scotland Rugby Captain
“Leadership”
Lee Robertson
Lee Robertson
LessFear
“More Function: How AI and Technology Can Actually Work for Compliance and Operations Teams”
Alan Whittle, Chartered MCSI
Alan Whittle, Chartered MCSI
“Non-Financial Misconduct”
Tommy Seymour & Brian McLean, Chartered MCSI
Tommy Seymour & Brian McLean, Chartered MCSI
In Conversation
“Making a Great Team”
Michelle Hoskin
Michelle Hoskin
Standards International and the Business and Operations Management Network™
“Compliance vs Reality: Navigating Operational Pressure in Financial Planning Firms: Panel Discussion”
Pauline Hamilton, Chartered FCSI
Pauline Hamilton, Chartered FCSI
Acumen Financial Planning
“Compliance vs Reality: Navigating Operational Pressure in Financial Planning Firms: Panel Discussion”
Sally Collie, Chartered MCSI
Sally Collie, Chartered MCSI
AC Wealth
“Compliance vs Reality: Navigating Operational Pressure in Financial Planning Firms: Panel Discussion”
Chris Davies
Chris Davies
“Agentic AI & The FCA”

Tommy Seymour in Conversation with Brian McLean

Former Scotland rugby winger Tommy Seymour joins Brian McLean for an in-depth conversation on what it truly takes to build and sustain a great team — lessons from the highest levels of elite sport applied to the world of professional financial services.

Secure Your Place

Your ticket gives you access to both conferences, with the freedom to move between sessions and explore the streams that matter most to you.

CISI MEMBERS

CISI members, please sign in to your account to reserve your free place at the conference. Registration is still required to confirm your attendance.

NON MEMBERS

If you are not a CISI member, please create an account or sign in to complete your registration and purchase your conference ticket.

Conference Pass
CISI Scotland Financial Planning Conference
FREE
CISI Members
£25
Non-Members
  • Day passes for conference sessions
  • 7 CPD hours
Conference Pass
CISI Scotland Operations & Compliance Conference
FREE
CISI Members
£25
Non-Members
  • Day passes for conference sessions
  • 7 CPD hours
Gala Dinner
Gala Dinner & Awards Night
£85

Per person (inclusive of VAT)

Gala Dinner venue
Evening Event

Gala Dinner &
Awards Night 2026

Celebrate excellence. Recognise outstanding practice. Conclude the day in style.

Date & Time
29 October 2026 18:45 – 23:30
Venue
Sheraton Grand Hotel Edinburgh
Dress Code
Black Tie
Includes
Pre-dinner drinks Three-course dinner

Reserve Your Place

£85

Per Person (inc. VAT)

or
£850

Table of Ten (inc. VAT)

Conference Sponsors

Supported by industry leaders committed to excellence, strategy, and professional growth

Interested in becoming a sponsor? Get in touch with Jamie.Watt@cisi.org or Colin.Anderson@cisi.org to learn more about sponsorship opportunities