Introducing the 2025 Foundation

There’s a leading predictor of high-performing, healthy teams and organisations, and it’s probably not what you think. It’s helping some banks consistently outperform the market, whilst others not addressing it crash and burn.

Called ‘psychological safety’, it’s the ability to challenge, speak up and most importantly, listen up.

In this interactive webcast, we explore the concept of psychological safety. What is it and how do you know when it’s present in your organisation? We’ll discuss what it means for banking and how are firms using it well vs. what happens when teams don’t give it attention, and we’ll equip you with tools to start cultivating it, today, in your teams and organisations.

The Bank of England, PRA and FCA jointly published a joint paper in July 2018 entitled 'Building the UK financial sector's operational resilience'. The joint paper stressed the importance of operational resilience and how it should be afforded the same priority as financial resilience. Chartered Banker Institute and PwC will be hosting a webinar where they will:

- Provide a brief overview of the key points from the joint paper
- Outline key trends and challenges are facing
- Discuss several case studies to provide attendees with good practice and lessons others have learned
- Answer any questions the audience may have

PwC speakers will include Stuart Birnie who leads the Scottish Technology Risk and Resilience Team, Lewis McKenzie who works in the PwC Resilience Centre of Excellence and Peter Jack who works with financial services clients on managing third party risk

Culture and Conduct: The many reasons why things go wrong and what can you do about it

For most of us, compliance might seem something that happens to us, only about interpretations of what legislation and regulation requires of us; necessary but boring – a nuisance even. But what if doing the right thing was actually good for business? What if we looked beyond the processes to the basis of ethical behaviour? Wouldn’t we care a little more about “compliance” if we thought about the outcome and not just the process? Ruth Steinholtz a leading practitioner in value-based business ethics and co-author of Ethical Business Practice and Regulation: A Behavioural and Values-based Approach to Compliance and Enforcement joins us to stimulate our thinking and personal awareness of why conduct and culture are so important and how each of us can improve the industry and benefit from it at the same time.

Success takes teamwork. No one can do it all on their own and interacting with new people is important. We never know who we might meet and the effect they may have on our professional life and career.

Nurturing key relationships that can facilitate career and personal development is what all successful people do. And they build this network continually and consistently.

How can you build a network of mentors, advisors and contacts and what’s the best way to go about doing this? Business psychologist Darryl Howes MSc will provide practical tips and advice, with insight drawn from social science and a 30-year career in financial services.

Darryl Howes MSc
Darryl helps professionals develop networking and career management strategies. He holds a First Class Honours undergraduate degree and a Masters in Organisational Psychology from the University of Surrey, UK. A visiting lecturer and speaker for City University, the University of Surrey Careers Service and Aston Business School, he has also worked extensively with organisations such as The Institute of Leadership and Management and The Institute of Directors. He has written for a range of publications including People Management (CIPD), Financial Management (CIMA) and the ILM publication, ‘Edge’.

A past National Executive Committee member of The Division of Occupational Psychology of the British Psychological Society, Darryl was nominated for the 2016 CIPD/People Management Power List for Learning & Development professionals, naming the top 20 bloggers, tweeters and all-round social media powerhouses. In 2017/2018, he was selected as a Personal Mentor under Her Majesty Queen Elizabeth’s QYL initiative, one of only 60 worldwide.

The UK must secure a stable and prosperous future for itself in the world, seizing every promising opportunity to boost economic strength. To that end, The Ownership Effect Inquiry – led by an independent panel of senior business leaders and industry experts – has gathered and examined evidence from around the country on the benefits that flow from employees owning a stake in the companies for which they work. The panel’s conclusion is clear: there is a significant dividend to be had by growing employee ownership in our economy. At the core of these findings however is the impact of employee ownership on individual employees. Through high levels of empowerment and meaningful influence, it is their additional discretional effort and commitment that is the stimulant for employee ownership delivering improved UK productivity, supporting more resilient regional economies and increasing employee engagement.

Speaker
Deb Oxley is the CEO of the Employee Ownership Association (EOA), the UKs leading voice on employee ownership, representing a sector that contributes between £30-40bn a year to UK GDP as well as a membership organisation for UK businesses of private or public sector origin, that are wholly or partially owned by their employees.

This webinar will use Maturity Institute research evidence from a recent ground breaking study sponsored by Hermes Investment Management to show how banking culture has a direct and measurable impact on bank value. It will identify specific aspects of banking governance and culture that link with financial performance and wider societal value outcomes. As a banking professional, this webinar will show how you can effect positive cultural change within your own team, division or business; to add value and improve risk management within your own organisation.

Speakers

Stuart Woollard is Managing Partner of OMS LLP and co-founder and Council member at the Maturity Institute (MI). Stuart is leading pioneering work using MI’s OMINDEX to show how the very best organisations are able to serve society, build effective human value systems and provide the greatest benefit for all stakeholders. With the investment community, corporations, policy makers and academia, Stuart advises on improving Total Stakeholder Value through OMINDEX’s whole system diagnosis of organisational health.

Paul Kearns is a founder and Chair of the Maturity Institute (MI); a new, multi-disciplinary, professional development body established in 2012 to address the professional development needs of leaders and managers for a reinvigorated capitalist system focused on creating maximum societal value. He is also a Senior Partner in UK-based advisory firm, OMS LLP (Organizational Maturity Services) which developed OMINDEX for adoption by MI as its main measure of Total Stakeholder Value. Previously, Paul had a long career in human resource management with over 20 years as a consultant specialising in people management strategies; with a particular emphasis on measuring the ‘unmeasurable’ and producing clear evidence of the value of progressive management practice.

The Senior Managers and Certification Regime (SMCR) has been in force for just over two years. Within that period, firms have experienced a number of risks and challenges, especially in relation to assessing breaches of the Code of Conduct and fitness and propriety issues.

In this webcast, Robbie Sinclair and Sarah Hitchins, Senior Associates of Allen & Overy, will highlight some of the key risks and challenges that firms have encountered over the past two years in relation to the SMCR, as well as how these risks and challenges have been managed in practice.

Create a career that works for you by bringing your questions to this interactive session with two highly experienced career coaches.

Submit your questions during the live webcast and/or prior to the Career Development Live Q&A; email comms@charteredbanker.com

Teresa and Colette look forward to receiving and answering your questions.

The aim of this webinar is to identify key issues of trust and priorities for banking professionals in the context of Brexit and wider cultural challenges.

It is primarily based on recent research conducted by Roger & Michelle into Brexit & Business where 236 business leaders were interviewed. It also draws upon the wider experience of the speakers in investigations of cultural issues surrounding the finance sector.

Some aspects of the issues to be discussed will be highly topical and even controversial. For example, we will discuss the extent to which banks are trusted by business customers facing the challenge of Brexit. Participants should be willing therefore to engage in critical reflection regarding business behaviour and ethical responsibility.

The overall intent of the webinar is not to provide definitive solutions, but to raise different perspectives on very challenging issues for the finance sector.

Speakers

Roger Mullin has worked internationally for agencies such as the World Bank, many United Nations agencies and directly with governments. He is an Honorary Professor at Stirling University Management School.

He has addressed many audiences including a United Nations conference in Geneva. He is a former Member of Parliament, where he was a treasury spokesman and leader of a number of parliamentary campaigns relating to ethics and culture in the finance sector.

Michelle Thomson is also a former Member of Parliament where she was a member of the Business, Energy and Industrial Strategy Select Committee, in which capacity she led the interrogation of Sir Philip Green following the collapse of BHS. After leaving parliament she was appointed Ambassador for the All Party Parliamentary Group for Fair Business Banking. She is one of only a few western politicians to have spoken to an audience of politicians and business leaders at The Great Hall of the People at Tiananmen Square, Beijing.

Roger & Michelle are founding directors of Momentous Change.

In this webcast Hilary Cooper from the Finance Foundation will introduce and discuss our recent survey on diversity in the workplace which covered issues surrounding pay, progression and gender.
 
She will also provide some context on these issues and why ​they ​persist, and ​offer some reflections on what more might be done ​going forward to help our female membership.

Hilary Cooper - Associate Director, The Finance Foundation
 - after a short period as a banking intern​ at the start of her career​, Hilary​ joined the civil service, working for more than 20 years as a government economist and senior policy maker, also acting as an adviser and trustee for the youth charity Theatre Is...from 2008-12.  ​After leaving to begin her freelance career she published  'Putting Customers First'  a report on retail finance regulation for Demos​ ​Finance in 2014, followed in 2016 by​ a major report for the Finance Foundation:​  “When I’m 84” Locking the door on the older old: the challenge facing Britain’s banks looking at financial exclusion in older age.
 

How are your coaching skills? Do you feel you genuinely empower people to come up with ideas and improve performance or could your coaching toolbox do with a bit of brushing up?

If you are an existing coach, this webinar will refresh your skills and introduce you to some new tools. If you are new to coaching you will find this a useful introduction to some of the skills that will help you to get the best from people.

Gillian Jones-Williams and Ro Gorell, authors of 50 Top Tools for Coaching and How to Create a Coaching Culture will be sharing with you some key concepts and tools from their newly published 4th edition of 50 Top Tools for Coaching and answer all your questions on coaching. Gillian and Ro have over 30 years coaching experience between them and will be helping you to develop a coaching mindset.

In this webcast, Dr Jim Baxter from the Inter-Disciplinary Ethics Applied (IDEA) Centre at the University of Leeds discusses how organisations can build a culture of integrity. In the first part of the presentation, Jim will address what it means to have integrity, both for an individual and for an organisation. From here, Jim will go on to consider some barriers to the successful promotion of integrity, and finally will discuss a number of ways in which employees can contribute to an ethical culture within their own organisation. The webcast will draw on insights from academic ethics, and also on a substantial piece of research, involving 92 interviews in 15 different UK organisations, which Jim carried out in 2012. The webcast will be interactive and practically focused, concentrating on methods which participants can use in their own organisation.

Dr Jim Baxter is an academic consultant working at the Inter-Disciplinary Ethics Applied (IDEA) Centre at the University of Leeds. Jim manages the IDEA Centre’s training, consultancy and applied research portfolio, providing ethical review and consultancy services, training and continuing professional development, as well as applied research, to a wide range of organisations including professional bodies, public bodies and private sector businesses. He recently completed his PhD on the moral responsibility of psychopaths.

Jim is the main researcher and author of the report Real Integrity: Practical solutions for organisations seeking to promote and encourage integrity.

Producing a customer experience isn’t hard. It is extremely easy. However, most customer experiences we are subjected to are either unmemorable or dreadful. We remember the terrible experiences. Fortunately we also remember excellent customer experiences. The problem is that the good ones are few and far between; at least they are amongst large organisations. Small companies think nothing of going the extra mile for their customers. They know they have to in order to win their loyalty. Large companies find this more difficult. They are scared of empowerment in case their staff does something untoward.

In this webcast Paul Hague will offer a model for delivering excellent customer experience. He will share the 6 pillars that are essential in a company dedicated to customer experience and provide tips on how you can achieve excellence in your organisation.

Paul founded B2B International Ltd in 1998 alongside Nick Hague. Over 20 years the company has carried out more b2b research studies, in more languages, in more markets, than any other b2b firm. It has an unrivaled understanding of the questions to ask, the people to talk to, and the decisions that need to be taken to enable their clients to deliver excellent customer experience. Later this year Paul and Nick will see the publication of B2B Customer Experience: A practical guide to delivering exceptional CX (publisher Kogan Page).

In this webinar Professor Peter Hawkins, will show how in today’s world of hyper-change and hyper-connectivity, it is essential to have highly effective leadership teams, that function at more than the sum of their parts, and that take collective responsibility for both leading the business and connecting with stakeholders.

He will introduce the five disciplines model of highly effective teams, and the steps on the journey from being a team manager, to a team leader, then a team orchestrator and then a team coach. He will show how both models have been applied internationally in many successful global firms including those in the Finance Sector.

Professor Peter Hawkins

Peter Hawkins is Professor of Leadership at Henley Business School and Founder and Chairman of Renewal Associates. He is a leading consultant, writer and researcher in leadership and leadership development and an international thought leader in executive teams, and systemic team coaching. He has just led a major global research project on Tomorrow’s Leadership and the Necessary Revolution in Today’s Leadership Development.

Supply Chain Finance is an increasingly important area in both the worlds of supply chain and of finance. It demonstrates the importance of the strategic relationship between the physical supply of goods and services and the associated financial flows. In the webcast, we will cover:

-An introduction to Supply Chains and the evolution of Supply Chain Management to include Supply Chain Finance.
-How finance and the supply chain fit together, using a case study from the automotive industry.
-The opportunities and challenges of the different forms of supply chain finance.

In the Q&A at the end of the webcast, we will discuss the role financial service providers can have in SCF and how this changes some of the traditional relationships between banks and their clients.

Charles Findlay
Charles graduated from the University of Oxford with a degree in Engineering Science. He spent five years with GEC as an industrial engineer working in various manufacturing industries in Europe and US. Following an MBA from London Business School, he joined Andersen Consulting, now Accenture, where over the next sixteen years he worked first in the Strategy practice, then ran the UK Supply Chain practice and finally helped set up and manage the Procurement outsourcing business. For the last ten years he has worked as an independent consultant, an angel investor in early stage technology companies and a founder member of the International Supply Chain Finance Community.

This webinar will provide an update on gender pay gap reporting so far. It will give a real-time update on the key reporting metrics, looking at where the largest gaps have emerged, along with key trends. It will also assess the quality of the reports that have been produced so far discussing examples that have gone beyond the minimum reporting requirements, and contrasting those with reports that have met the minimum standards.
The presenters will also discuss where the government goes from here in areas such as ethnicity, age and disability - and what organisations need to do to successfully embrace the benefits of greater diversity at all levels in their organisations.

---------------

Leading the webinar will be Anthony Horrigan, CEO, StaffMetrix, supported by Jane Gotts, Founding Partner and Director, Gen Analytics.

How many times have you seen in FCA publications, be it the Business Plan, The Conduct Risk Report or a speech or an article made or written by an FCA executive the word culture?

In the FCA’s 2017/18 Business Plan it stated “Our focus on culture and governance in financial services and its impact on individual and firms’ conduct is a priority. We will continue to promote the right cultures, behaviours and effective governance across the industry to deliver appropriate outcomes for consumers, markets and competition consistent”

Culture forms an important part in demonstrating these changes. With the embedding of the of the new Senior Managers Regime in Banking and the implementation for other regulated firms coming along in 2018 there isn’t a better time to ensure your strategy, governance and underlying culture are aligned.

The FCA wants to see progress on culture, alongside embracing the requirements of the Senior Managers and Certification regime, SMCR. They have made it clear that senior management teams will be held to account for failings in company culture. Taking time now to ensure that a strong framework is in place to satisfy the regulators will give your senior managers and their teams the confidence they need to go about their day to day duties.

The reputation (and revenues) of your business depends on your approach to culture, and conduct risk and of course, SMCR. Every week we hear of another corporate failure that has eroded the trust in the industry – better business culture has become a regulatory priority.

Agenda

•A Reminder of why SMCR was introduced
•What you should have in place now
•What is the right culture?
•Examples of behaviour that undermine your culture
•Key Actions
•Questions

In this webinar you will find out what differentiates the very best leaders from the merely very good, at every level of the firm.

From spies to sports, education to entrepreneurs to business and beyond Mindset of Success is based on original research with ordinary people doing extraordinary things.

The session explores seven mindsets (plus one mindset from the dark side) which all the best leaders have. The good news is that these mindsets are consistent for all leaders. The even better news is that you can build each mindset yourself: this session will show how.

About the speaker

Jo practices what he preaches as a speaker. He is the UKs #1 best selling author on leadership with titles including How to Lead, Tribal Business School, Global Teams and Mindset of Success. He is the only person to win the Chartered Institute of Management Gold Award three times for his books.

He has worked with over 100 of the best, and a few of the worst, organisations on our planet in most industries in Japan, Europe, Asia and North America. He has been a partner at Accenture, started a bank, built a business in Japan and was sued for $12 billion. He is a founder of eight national and global charities including:

•Teach First, which is now the top graduate recruiter in the UK.
•Start Up which has helped 400 offenders start their own (legitimate) businesses on release from prison.
•STIR, which is improving education for over one million children in India and Uganda

As a speaker he has given keynote speeches on tribes, leadership and global teams to Apple, Barclays, BT, CMI, CIPD, EDS IBM, Pearson, Qualcomm, Skype, Symantec, Unilever and many others.

Jo holds an MA from Cambridge University, is a fellow of the Royal Society of Arts, was the best nappy salesman in Birmingham and was responsible for putting the blue speckle in Daz.

Find out more at www.ilead.guru where you can read free chapters of his books, or contact him at jo@ilead.guru.

Leaders who put relationships and purpose before results, enable their people to perform better. Why? Because having a sense of purpose and belonging, and being respected, makes you feel worthy, changes your brain chemistry and that changes everything – from your perception of pain, your ability to handle difficult and challenging environments, and even your health and well-being. In a world where companies are competing to win customers, keep them loyal, build trust and perform well, soft skills have grown in importance and are now crucial to ensuring ethical behaviours, achieving high levels of customer satisfaction, and achieving demanding goals.
Understanding more about how our brains work will help leaders to be more inspiring. When people find a sense of purpose, and begin to dream and chase positive goals, the benefits are limitless. They change themselves, they better their families, they improve their communities, they help their organizations and companies to perform better, they help to create wealth and prosperity, and they contribute to society in a wide range of ways. Learn more about the essential soft skills that will make you a better leader / manager in this webinar by best selling author Kevin Murray.