Introducing the 2025 Foundation

Rising energy, water and raw material costs, increasing consumer pressure and changing legislation all continue to challenge the way that businesses across Scotland manage their environmental performance, resource use and profitability.

Add the uncertainty around the impact of Brexit and it’s clear that small and medium-sized businesses need, more than ever, certainty and control over their operating costs. Resource efficiency can help provide this.

Join this FREE lunchtime webinar and:

•Find out about unsecured, interest-free loans from the Scottish Government that your SME clients can use to install energy efficiency equipment (currently with a 15% cashback while funds last).

•Learn about the free Scottish Government support from Resource Efficient Scotland that helps Scottish SMEs reduce energy costs.

•Hear first-hand from SMEs that have already implemented resource efficiency measures and reduced their operating costs and carbon impact.

•Be equipped with key tools, case studies and knowledge to start a conversation with your clients so they too can gain the financial and reputational benefits from resource efficiency.

•Play a key role in helping Scotland meet its net-zero by 2045 carbon target.


Imagine how your clients will feel if you help them to save money, and what that will it do to your next NPS score.

As part of the Chartered Bodies Alliance, The Chartered Banker Institute has teamed up with the Chartered Insurance Institute to support its Insuring Women’s Futures programme.
As part of the Talk 2 10k campaign we have organised a joint webinar to explain the perils and pitfalls women face, how individuals can take control of their financial futures and how you can share this knowledge with colleagues, clients, friends and family. We hope you can join us.

SpeakOut is an anonymous communications platform that provides a space for people to share, with confidence and complete privacy, their experience of workplace issues ranging from mental health and wellbeing to whistleblowing.
SpeakOut enables organisations to identify workplace issues and provide support to their people, helping to build a resilient workforce

In this webcast, Caroline Barr discusses protecting vulnerable customers.

Protecting vulnerable consumers has long been a key priority for the FCA. Its Financial Lives Survey showed that a staggering 50% of UK adults display one or more characteristics of being potentially vulnerable. The impact on vulnerable customers when things go wrong can be much greater than for other customers.

In spite of steps taken by firms and the FCA to improve treatment of vulnerable customers, the FCA has found that there is still room for improvement. The Guidance they are consulting on is designed to provide clarity for firms about their expectations, in the hope the firms will treat all customers, including vulnerable customers, fairly. It will use the Guidance to monitor how firms treat vulnerable consumers and to hold them to account if they breach the FCA principles as they relate to vulnerable customers.

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.

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.

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.

Learn more about the Institute's flagship event, the Young Banker of the Year competition. The competition aims to showcase tomorrow’s leaders in UK banking and challenges entrants to generate new ideas, drive innovation and deliver sustainable growth.

Margot Rayner, Marketing and Events Manager, at the Chartered Banker Institute will talk through the competition process and answer any questions you may have. You will also hear from previous winners about their experience and how it has helped their careers.

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.