Values-Based Banking

Values-Based Banking
Creating Competitive Advantage and Delivering Value for Society
Two-Part Online Training Program

Date: 9^th & 10^th December 2020

Register Now

WHY THIS PROGRAM?

Banks providing products and services to individuals and enterprises are critical to the functioning of a modern economy. Values-based banking — a focus on clients in the real economy delivering economic resiliency, environmental regeneration and social empowerment — provides real value to the communities in which a bank operates. There is increasing evidence that this focus, when genuinely embedded in a bank, delivers superior financial returns for investors.

However, many banks lack the knowledge, expertise and tools to devise and deliver values-based banking. Traditional training for banks has primarily focused on financial analysis with limited or no training on how banks impact society through the products and services they provide. Furthermore, banks have tended to put themselves at the centre of their work rather than focusing on banking as a support function for the individuals and enterprises they serve. The objective of this program is to demonstrate an alternative path: that of incorporating values-based banking effectively into the strategy of a financial institution.

The first part of this timely, relevant online course will address what values-based banking is, why it is important and in what ways it can accrue benefit to financial institutions and their stakeholders. The second part of the program examines how strategies and activities of a bank can be built around a values-based approach, and how this will create positive impact and value.

WHAT WILL I LEARN?

Through pre-reading, presentations and discussion this program will provide:
- Understanding of the role of banking in today’s economy
- A framework for a real economy banking focus
- A framework for a values-based banking focus
- Practical tools for embedding values-based banking in policies, procedures and daily activities
- Insight into best practices among banks with a values-based focus
- Insight into the business case for values-based banking

Fee

1 participant: RM1,250
2 participants: RM2,500
3 participants: RM3,750
4 participants: RM5,000
5 participants: RM6,250

Early Payment Discount: Payments made on or before 2^nd December will receive a 5% discount
* Further attractive packages are available for groups of more than five. Please contact us directly

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

Manual Registration

Kindly complete the registration form and email to [email protected] or fax +603 2162 7810

Online Delivery

For enquiries please contact:

Mathias Sosovele
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 25

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt
Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Anna Rozana Ramli
Marketing Director
[email protected]
Direct Line: +603 2162 7800 ext 22

WHY THIS PROGRAM?

WHAT WILL I LEARN?

Through pre-reading, presentations and discussion this program will provide:
- Understanding of the role of banking in today’s economy
- A framework for a real economy banking focus
- A framework for a values-based banking focus
- Practical tools for embedding values-based banking in policies, procedures and daily activities
- Insight into best practices among banks with a values-based focus
- Insight into the business case for values-based banking

Who Will Benefit

Senior Bank Management
Bank Board Members
Chief Financial, Risk and Strategy Officers
Corporate Relationship Managers
Product Management and Development professionals
Banking Regulators and Supervisors
Institutional Investors
Consultants and Advisors

Program Format

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

Fee

1 participant: RM1,250
2 participants: RM2,500
3 participants: RM3,750
4 participants: RM5,000
5 participants: RM6,250

Early Payment Discount: Payments made on or before 2^nd December will receive a 5% discount
* Further attractive packages are available for groups of more than five. Please contact us directly

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

Manual Registration

Kindly complete the registration form and email to [email protected] or fax +603 2162 7810

Online Delivery

AGENDA

Part One: 9^th December

What Do Banks Do? What Should Banks Do (and Not Do)? (1 hour)

Discussing the evolution of the banking sector: the roles of banks today and maintaining relevance in the future
Highlighting why values-based banking is now so important
Revisiting the development of bank strategy in light of today’s economic and business environment

What is The Real Economy and why is it Important to Banks? (1 hour)

Real life examples
Where does my bank fit?

What is Values-Based Banking? (1 hour)

Rationale for adoption of values-based banking
Examples of success from the banking world
How values-based banking benefits my organisation?
Current and future roles of regulators

Part Two: 10^th December

How can my Bank’s Activities be Analysed? (1 hour)

How to segment current activities for analysis?
Ways of measuring and managing activities from a values-based perspective
Consequences for my bank’s strategy and operational plans

What are best practices in values-based banking? (1 hour)

How can they be adopted?

What are the next steps to be taken? (1 hour based on homework)

Formulating and successfully implement a values-based banking strategy

Final Discussion and Wrap-up

PROGRAM FORMAT

EXPERT COURSE DIRECTOR

David Korslund
Consultant, Values-Based Banking

David Korslund has filled senior roles in banking since 1976. He began his career at Shore Bank in Chicago while completing his MBA at the Booth School of the University of Chicago. He worked with ABN AMRO Bank in the United States and The Netherlands for over 25 years. He served 10 years with the Global Alliance for Banking on Values with a focus on research and metrics. Since April 2019 he has continued to provide strategic advice and insight on values-based banking and blogs regularly at www.boomerbanker.com. He resides in Amsterdam.

PRE-COURSE EXERCISE AND READING MATERIAL

Participants will be provided with comprehensive pre-course reading, as well as a short assignment to be completed before the program begins. Other optional (but recommended) pre-course reading is as follows:

Other People’s Money, John Kay
Dark Towers: Deutsche Bank, Donald Trump, and an Epic Trail of Destruction, David Enrich
Do Sustainable Banks Outperform: Driving value creation through ESG practices, KKS Advisors
Value-based Intermediation: Strengthening the Roles and Impact of Islamic Finance, Bank Negara Malaysia

WHO WILL BENEFIT

Senior Bank Management
Bank Board Members
Chief Financial, Risk and Strategy Officers
Corporate Relationship Managers
Product Management and Development professionals
Banking Regulators and Supervisors
Institutional Investors
Consultants and Advisors

REGISTRATION

*Please note there is a fee for attending this program. Please contact us for more details.

Who are you registering?*

Myself

Colleagues or team members

Full Name*

Job Title*

Company*

Email address*

Phone*

Delegate Name*

Job Title*

Email address*

Phone*

First Delegate Name*

Job Title*

Email address*

Phone*

Second Delegate Name*

Job Title*

Email address*

Phone*

First Delegate Name*

Job Title*

Email address*

Phone*

Second Delegate Name*

Job Title*

Email address*

Phone*

Third Delegate Name*

Job Title*

Email address*

Phone*

First Delegate Name*

Job Title*

Email address*

Phone*

Second Delegate Name*

Job Title*

Email address*

Phone*

Third Delegate Name*

Job Title*

Email address*

Phone*

Fourth Delegate Name*

Job Title*

Email address*

Phone*

First Delegate Name*

Job Title*

Email address*

Phone*

Second Delegate Name*

Job Title*

Email address*

Phone*

Third Delegate Name*

Job Title*

Email address*

Phone*

Fourth Delegate Name*

Job Title*

Email address*

Phone*

Fifth Delegate Name*

Job Title*

Email address*

Phone*

Approving Manager

Full Name*

Company*

Phone*

Job Title*

Email address*

Verification

Before completing this registration form please read and understand our booking and cancellation policy. Thank you.

Booking, Payment and Cancellation Policy – important, please read carefully

By completing, signing and revised, sent separately us this registration form you are conﬁrming participants on the program. You are also conﬁrming your understanding of our Booking, Payment and Cancellation Policy.

Cancellation Policy: If participants cannot attend the program, replacement participants are always welcome. Otherwise, participants must notify us any of cancellations or requests to transfer to a diﬀerent program at least 14 days before the program date to be eligible for a refund, less a 5% administration on fee. Participants who cancel within 14 days of the program start date are liable to pay the full program fee and no refunds will be given. Instead fees will be converted to a REDmoney Seminars voucher equivalent to the original fee, less a 10% administration charge. This voucher is transferable within your organization and must be redeemed within one year of issue or become void. If a program is postponed for whatever reason registrations and fees will be automatically transferred to the new program date. Participants who wish to transfer to a diﬀerent program will be subject to the same terms as above and charged any diﬀerence in fees. No refunds or program vouchers will be issued for a no-show.
Payment Terms: All program fees are payable upon invoice. REDmoney shall receive the full program fee with no deductions of any description. All telegraphic transfer fees, taxes and levies (domestic or otherwise) shall be borne by the sponsoring organization.

Please tick if you have read and understood our terms and conditions

Please type the characters*

This helps us prevent spam, thank you.

This field should be left blank

For enquiries please contact:

Mathias Sosovele
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 25

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt
Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Anna Rozana Ramli
Marketing Director
[email protected]
Direct Line: +603 2162 7800 ext 22

WHY THIS PROGRAM?

Online Delivery

WHY THIS PROGRAM?

Online Delivery

AGENDA

Part One: 9th December

Part Two: 10th December

PROGRAM FORMAT

EXPERT COURSE DIRECTOR

PRE-COURSE EXERCISE AND READING MATERIAL

WHO WILL BENEFIT

REGISTRATION

Approving Manager

Verification

Part One: 9^th December

Part Two: 10^th December