Chartered Banker Institute AGM 2020

In response to a call from G20 leaders, the Financial Stability Board established the Task Force on Climate-Related Financial Disclosures (TCFD) to enhance transparency on the financial risks to investors from climate change which have subsequently published guidelines for voluntary, consistent climate-related financial risk disclosures covering the physical, liability and transition risks associated with climate change. Scenario analysis is being recommended as an important tool to assess the potential implications of these climate related risks and opportunities. However, a TCFD survey found that companies find scenario analysis the most challenging aspect of TCFD, due to a lack of data, and a lack of standardised metrics and targets. As such, companies have often avoided disclosing the results of scenario analysis, and the assumptions that have fed into the process.
With data gaps acting as a barrier for better climate-related scenario analysis and disclosure, financial services firms have been seeking alternative sources. The ability of satellites to deliver global data on the Earth system, providing long-term and consistent Earth Observation (EO) datasets enable identification of significant trends and patterns. The talk will cover the range of space-enabled climate datasets and tools, often used in combination with other data sources, that can support quantitative scenario analyses and thus enable financial services firms to better analyse their climate risk, disclose their exposure and assess impact of green investment in a more robust and meaningful way.

What’s one thing which impacts your mood, your stress levels, your levels of anxiety, and even your digestion?
Any hunches? (pun intended)
It’s your posture. How you sit, stand and move can affect all the above. And especially during this current situation, when we’re moving less and sitting at desks, we can suffer from more aches and pains, a lack of motivation, increased irritability and more.

This hour long webinar will help you understand the common postural issues we face when sitting down for long periods of time, as well as practical tips and exercises to help you improve this.
In addition, I’ll also be sharing easy-to-implement changes and lifestyle techniques to help you feel stronger, healthier and happier - all without leaving your home.

AGM 2020

Following on from our previous webcast on how UK banks and bankers are responding to the Coronavirus crisis, this online discussion will look at the future of banking post Covid-19. Our panellists will provide their insights into how major high street banks, more-established challengers and new approaches, such as Snoop, are planning for future changes to the banking landscape as a result of this crisis. They will consider amongst other things what workforce skills and leadership qualities will be essential requirements in steering the sector through these unchartered waters.

Critical Thinking, Judgement & Decision Making skills are always important for leaders and aspiring leaders but especially now, as you may be making unexpected, impactful and difficult decisions at a time of change and ambiguity.

In this Critical Thinking Webinar, the award winning Learning & Development company, ABSTRACT, will take the most complex of subjects and make it simple. With increased responsibility in an ever-changing world, you will discover a toolkit to help you become more naturally empowered to form sound judgement and make good decisions.

In just a few moves, you will be able to cut through the fog and clearly see the problem to solve, ask the right questions and make informed decisions from a simple trilogy of answers, helping you to form better
judgements and decisions, both individually and collectively as teams.

An organisation’s culture and conduct management are critical to maximise its business potential and to survive, emerge and thrive through Covid-19. Join Natalie Wharton, CEO of Wharton Business Consulting, to 1) explore organisational culture midst Covid-19 2) explain key steps in defining, measuring and embedding your desired culture & conduct 3) examine the critical leadership behaviours, capabilities and mindset required for the future

Join this webcast to:

•Learn the basic principles of well-being and resilience

•Learn more about the nature of Covid-19 crisis and the profound effect it will have on management practices going forward

•Learn tried and tested coaching and positive psychology techniques to help you lead and support both yourself and your team during Covid-19 Crisis.

•Learn why companies that have a culture of improvement are doing significantly better than their competition

•Interview with senior directors from a leading FS sector company who will explain their response to Covid-19 and how their culture of improvement underpins their resilience through the crisis

•Open Q&A with Dr Keivan Zokaei

Guest Speakers

Tina Morris - Chief Operating Officer at S&P Global

Dina Patel - Head of Continuous Improvement at S&P Global

Understanding the symptoms and some tools to help you to cope
- Including: Anxiety & Depression, the definitions & symptoms
- An introduction to CBT
- An introduction to the butterfly technique to control your symptoms
- A summary of resources to enable people to access additional support

Simon Thompson, CEO of the Chartered Banker Institute answers questions on the Certificate in Green and Sustainable Finance.

To raise and increase awareness of anxiety and/or depression and consider how to support staff showing signs of anxiety and/or depression.
- Explore anxiety and/or depression and how the brain and body react to it;
- Start to think about how and where they may see anxiety and/or depression in the work environment especially while managing a remote team
- Think about how to start a discussion with somebody who may have anxiety and/or depression and avoid common pitfalls;
- Start to think about how to best support your team member showing anxiety and/or depression.

- Resilience: A definition
- Measuring your resilience & the role of resilience in your work
- Exercises: Finding Optimism using the ABCDE Model, Becoming more self-resilient & finding your purpose
- Actions: understanding what restores and depletes your energy levels, thinking about incremental gains, building your own resilience plan, expanding your support network

Keeping the world’s finances moving: Insights and data trends of banks back office operations during turbulent times

Over the last three weeks banking operations have gone through a radical transformation. What was unthinkable in February has become the new normal in April. Through this period, the vital services provided by banks to society have continued largely uninterrupted.

But whilst the mechanics of home working appear to be solved, how are operations really performing? As we begin to think about the future of banking operations, what challenges and opportunities lie ahead?

In this Webinar ActiveOps, whose software supports operational control and capacity planning for many of the worlds outsourcers and banks, reveal what the data is telling us about the change that has happened and its impact on productivity and capacity. As differences in performance between organisations emerge, what will make the difference between surviving and thriving?

Richard Jeffery, CEO, ActiveOps
Stuart Pugh, ACBI, Head of Customer Success, ActiveOps
John Henderson, FCBI, Enterprise Account Director, ActiveOps (Moderator)

With a raft of UK Government support packages announced in response to the Coronavirus over the past few weeks, including the Coronavirus Business Interruption Loan Scheme (CBILS); this webinar will look at how UK banks and bankers are working with Government, business and society to respond to this fast moving situation and the challenges they are facing. This webinar will also consider if banks and their leaders have learned lessons from the financial crisis in 2008 and should take the opportunity this Coronavirus crisis presents to build a “new social contract” between themselves and society.

- Understanding the challenge from a statistical perspective
- Exercises: understanding your personal values, finding your purpose, building your support network, setting out your action plan & turning lock down to your advantage
- Incremental gains to make life easier (both during lock down and in everyday life)
- Making yourself accountable for your action plan, setting realistic goals

In today’s business environment, with increasing competition, pressure from regulation and the drive towards more responsible banking practices, the need to continuously improve the way banking operates is no-more an option, rather an essential business requirement. The culture and ways of working within banking needs to change and adapt, but how do you effectively drive this change?
This webinar will look at why a culture of continuous business and operational improvement is increasingly important in order to drive more responsible and professional banking practices, increased business agility, efficiency and build a culture of business excellence. Whilst large scale transformation programmes present initial gains, they are often highly disruptive and often fail to drive a sustainable change in working practices, principles and behaviours required. Continuous Improvement offers a realistic and achievable alternative method to drive the best practice and culture change needed within the banking sector.

The consequences of our impact upon the planet are already being felt today. A major cause of the problem is our insatiable consumption habit, which is responsible for four fifths of Scotland’s carbon emissions.

When you consider the energy required to grow, make, process, transport and provide materials, we can no longer drain natural and limited resources to make products that are used for a short time before being thrown away. Disposability is often the most convenient option, but when products are designed to be used once, or replaced after a short time, then it’s the planet, and ultimately all of us, who lose out. In addition, this constant hunger for new materials to find and extract raw materials triggers a range of environmental issues, from deforestation and loss of species and habitat to water scarcity and plastic pollution. Under media and public scrutiny, it’s time for us to turn away from a linear system towards a circular economy where everything has value and nothing is wasted.

Zero Waste Scotland’s Chief Finance Officer, Lynn Murray discusses the opportunities for businesses presented by the circular economy and what that means for investors and financiers, from new business models to closer relationships with customers.

Lynn Murray, Chief Finance Officer, Zero Waste Scotland -

Lynn joined Zero Waste Scotland five years ago when the company was formed to establish the corporate support function. She is on the Executive Leadership Team and is a Chartered Accountant with 25 years’ experience in the private, public, charitable and not-for-profit sectors. Lynn is a member of the ICAS (Institute of Chartered Accountants of Scotland) Sustainability Panel and on the forum for Directors of Finance of public bodies.

Whose future? The Financial Choices facing Baby Boomers, Generation X and Millennials

The Financial Conduct Authority published a discussion paper in May 2019 looking at how consumers’ financial needs are changing and especially at how financial choices interact with the constraints of the generation you were born into – Boomer, Gen X or Millennial.
In this webcast economist Hilary Cooper will seek to illuminate further the issues that affect each of these generations as they plan their spending, saving and wealth accumulation over their working lives and into retirement and old age. It will challenge and dispel a number of myths along the way.

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.