Climate Risk & Sustainability Awareness for Financial Institutions

Climate Risk & Sustainability Awareness for Financial Institutions
Understanding Reporting, Risk, Due Diligence & Compliance

Date: 18^th & 19^th June 2025
Venue: DoubleTree by Hilton Kuala Lumpur

Classroom Training

WHY THIS COURSE?

Responsible banking is aligned squarely with the development and implementation of sustainable best practices within a financial institution. Recently introduced sustainability reporting regulations from Bursa Malaysia require listed financial institutions to properly assess climate risk and report on sustainability matters according to international standards. Additionally, Bank Negara Malaysia now requires financial institutions to assess climate related scenario risks through comprehensive stress tests. More than ever, effective supply chain due diligence practices are crucial to effective decision making that will sustain and grow a financial institution’s assets under management, whilst supporting economic growth.

In today’s quickly changing and heavily regulated market, financial Institutions are expected to equip employees and other stakeholders with climate risk and sustainability expertise. Shifts in the perception of climate related risk directly influences private financing methodologies and as such, understanding and reframing climate risk has become crucial. Relationship managers within a financial institution are often responsible for educating clients on sector-level ESG risk, as well as important due diligence criteria set by the financial institution. Financial institutions receive regular regulatory updates, meaning risk and compliance managers must understand climate risk and sustainability at a deep sectoral level, as well as on an organizational level in order to establish and maintain adherence to due diligence and compliance criteria.

Understanding climate risk, and how it should be managed within the context of a financial institution is crucial to helping senior management and key officers navigate the intricacies of portfolio climate risk evaluation, benchmarking and reporting. Such expertise may also lead to opportunities in climate-sensitive sectors such as power, technology, construction, transportation, automotive and others – all best managed by financial institutions with staff members who are equipped with a detailed understanding of climate risk and sustainability.

Learning Objectives:
- To understand local sustainability related regulations affecting and influencing financial institutions.
- To understand key components of sustainability reporting and disclosure for a financial institution.
- To identify and implement strategies to manage and mitigate climate related risks within a financial institution, for the benefit of a wide range of stakeholders.
- To determine and implement climate risk and sustainability related KPIs within a financial institution.
- To understand the requirements of international standard setters such as UNPRI and UNPRB.

Fee

Fee per participant: RM5,250/US$1,350

Please note that the Ringgit price is applicable to Malaysia-domiciled participants only. Discounts are available for group bookings. Please contact us for more details.

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

For enquiries please contact:

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

Govina Selvanthran
Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

Climate Risk & Sustainability Awareness for Financial Institutions
Understanding Reporting, Risk, Due Diligence & Compliance

Date: 18^th & 19^th June 2025
Venue: DoubleTree by Hilton Kuala Lumpur

Classroom Training

WHY THIS COURSE?

Learning Objectives:
- To understand local sustainability related regulations affecting and influencing financial institutions.
- To understand key components of sustainability reporting and disclosure for a financial institution.
- To identify and implement strategies to manage and mitigate climate related risks within a financial institution, for the benefit of a wide range of stakeholders.
- To determine and implement climate risk and sustainability related KPIs within a financial institution.
- To understand the requirements of international standard setters such as UNPRI and UNPRB.

Fee

Fee per participant: RM5,250/US$1,350

Please note that the Ringgit price is applicable to Malaysia-domiciled participants only. Discounts are available for group bookings. Please contact us for more details.

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

Day 1

The Essentials of Sustainability Reporting for Financial Institutions

How are financial institutions around the globe highlighting and promoting sustainability?
What are the key sustainability reporting standards and frameworks relevant to financial institutions?
Understanding key components of Bursa Malaysia’s guidelines for sustainability reporting in Malaysia.

The Key Components of Sustainability Reports

What are sustainability standards and how are they related to various departments in a financial institution?
Evaluating your company’s sustainability report.
How do we ensure the report contains reliable, quality data and reporting content?

Understanding Sustainability Risk, Impact & Opportunities

How do we evaluate risk, impact and opportunities from information contained in a financial institution’s sustainability report?
What are the key differences between Corporate Social Responsibility (CSR) and Creating Shared Value (CSV), and how are these activities reflected?
What data do we need to measure sustainability related risk, impact and opportunities?

Day 2

Recognition for Sustainability Reporting

How do we encourage recognition of sustainability reporting? Establishing key performance indicators.
Promoting and highlighting sustainability milestones during investor engagements.
How do we identify what is strong sustainability reporting content, and what is not?
Why is this important for investor relations activities?

Global Reporting Initiative (GRI) Standards by Economic Sectors

Understanding the foundations of GRI Standards and how they are relevant to financial institutions.
Identifying ESG and climate risk of businesses operating in various sectors.
Assessing how climate risk affects and influences businesses.

Effective ESG Due Diligence

How can we determine the accuracy of an ESG materiality assessment of a business?
How can we effectively align a company’s risk profile with its ESG risks?
How can we align portfolio risk with the overall ESG risk of a client base?

Case Discussion

Assessing climate risk within a financial institution or a financing portfolio.
Identifying action steps for a financial institution to minimize its climate risk, and how these should be included within a wider sustainability strategy.
Determining and implementing a financial institution’s portfolio risk minimization plan.

The Influence of International Criteria: UNPRI, UNPRB, & UN SDGs Impact Investing

What are the following initiatives and how do they affect and influence the operations of financial institutions in Malaysia?
- UN Principles for Responsible Investment.
- UN Principles for Responsible Banking.
- UN SDGs and Impact Investing.

Course Wrap-up

EXPERT COURSE DIRECTOR

Sunita Devi
Certified Sustainability Reporting Specialist, Certified Sustainability Assurance Specialist, Certified In Law & Sustainability, Oxford University

Sunita has consulted, trained, and moderated engagements for boards of directors and senior managers in public listed companies since 2013 on sustainability, ESG, GHG and compliance requirements. Recent assignments include engagements for YTL Corporation, AmBank, Standard Chartered, Sunway, and OCBC. Since 2013, Sunita has trained over 10,000 participants on topics including sustainable finance, net zero target setting, and decarbonizing supply chains. Since 2008, she has written on sustainability issues and consulted to listed companies on Bursa Malaysia on the topic of the UN SDGs. Sunita has consulted on the latest developments concerning the UNPRI’s investor criteria for sustainable investments, S1 S2 alignment, climate change best practices, the circular economy (EPR) initiatives for manufacturers, UN-SDGs for aligned airport planning, and compliance over supply chain critical materials. Sunita has developed considerable experience in determining ESG performance gaps and identifying greenwashing activities through the use of materiality matrices. She advises senior management and boards of directors on related issues such as reputational risk relevant to ESG. Sunita regularly undertakes gap analytics from company annual reports and sustainability reports to help determine if organizational strategies are aligned with sustainable development requirements. As part of this process, Sunita helps organizations break down complex ESG/GHG issues to allow for functional and strategic refinements to polices, standard operating procedures, key performance indicators, control, review and reporting measures. Sunita has a master’s degree and has contributed to PhD research.

Who Will Benefit

This course is aimed at senior managers and heads of departments within a range of financial institutions, including banks, insurance companies, asset managers, non-banking financial institutions, and regulators. In particular:
- C-suite managers and board directors.
- Retail, corporate and commercial bankers.
- Investment, finance and treasury professionals.
- Risk and audit professionals.
- Legal and compliance professionals.
- Asset management professionals.
- Investor relations professionals.
- Consultants and advisors.
- Market regulators and supervisors.

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.

Presentation materials: – important, please read carefully

as part of our sustainability drive, we offer standard access to an electronic version of the course materials. A hard copy of the materials can be provided for a fee: RM100 per copy for Malaysia-based participants; US$150 per copy for all other locations.

Please tick here should you wish to receive a hard copy of the course materials.

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:

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

Govina Selvanthran
Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22