igtb oxford

A Comprehensive
Agenda of Topics

26-28 April 2017, Oxford and London

NETWORKING AND CULTURAL PROGRAMME: OPTIONAL PRE-COURSE MORNING IN OXFORD

You may wish to arrive on the Tuesday to take advantage of the Wednesday morning in Oxford.

 

Before 11.00
Free time: opportunity to shop or explore this stunning town

Explore the city’s beginnings as a humble Saxon town through to its current position as a world-famous seat of learning and culture. Opportunity to visit many world class centres of learning and discovery, for example the amazing Pitt Rivers Museum near Rhodes House or Christ Church College, the alma mater of 13 British Prime Ministers and many more outstanding University sights!


11:00 – 12:15
Optional private guided walking tour of Oxford

Starting at the Randolph Hotel, this private, guided tour will give you an insight into the history of Oxford, especially as a centre of learning and originally religious devotion, including entry into one of the colleges. The tour will finish at the Rhodes House ready to begin the course


COURSE PROGRAMME

 

12:15 - 13:15
Lunch in the Jameson Room, Rhodes House, Oxford


13:15- 13:30
Event Opening & Welcome Introductions and Course Objectives The Milner Hall, Rhodes House

Dr. Theodore Roosevelt Malloch
Programme Director, iGTB Oxford School of Transaction Banking CEO, The Roosevelt Group, Former Professor of Strategic Leadership and Governance, Henley Business School, Senior Fellow in Management Practice, Saïd Business School, University of Oxford

Manish Maakan
School Sponsor, iGTB Oxford School of Transaction Banking CEO, iGTB


13.30 – 14.30
Design Thinking
Introductory session outlining significance of design thinking in building client loyalty and establishing a framework for change and growth

Speaker being confirmed

14.30 – 15.30
Transaction Banking - Advocacy, Growth and Innovation (Phase I) Session highlighting the significance of diagnostics, organizational design and functional clarity. Key foundation blocks of expertise, competency centres, partnerships and experience are discussed to create the right platform for transaction banking development

Andrew England
Curriculum Director, iGTB Oxford School of Transaction Banking Head of Product Strategy, iGTB Former McKinsey Senior Advisor on Transaction Banking MD, Head of Transaction Banking, Lloyds Banking Group Head of CEE Global Transaction Banking, Unicredit Group and Head of Cash & Trade Product, Deutsche Bank


15:30 - 15:45
Break


15:45 - 16:30
The CIMB journey - building the Transaction Banking Franchise

Hendra Lembong
CEO, Group Transaction Banking, CIMB Group, Kuala Lumpur, the largest Asia Pacific (ex-Japan) based investment bank and one of the world's largest Islamic banks


16:30 - 17:15
Transaction Banking Phase I: [Continued] Seeing the ‘wood from the trees’. Interactive session aimed at clarifying significance of focusing on the ‘core’, gap closure and prioritizing key initiatives

Defining success through a core toolkit of health indicators

Andrew England


17:15 – 17:30
Exercise setting

Phil Cantor
Coursework Leader, iGTB Oxford School of Transaction Banking CMO, iGTB


17:30 - 18:45
Networking and Cultural Programme: African Jazz Piano with cocktails on the lawn (or inside if weather does not permit)

Adam Glasser
Winner of the South African Music Award


18:45 - 20:30
Dinner in the Beit Room, Rhodes House
Special Guest Speaker from Oliver Wyman

Davide Taliente
Managing Partner, Europe, Middle East, Africa
Head of Public Policy Practice, Member of the Executive Committee, Oliver Wyman


20:30
Group Exercise Preparation, Rosebery Room
(Rhodes House Library)

Breakfast at Randolph Hotel

08:30 – 09:15
Design thinking and application in Digital Technology

Herber De Ruijter
Head of Digital, iGTB


09:15 – 10:30
Exercise Presentations and Feedback

Phil Cantor


10:30 - 10:45
Break


10:45 – 12:00
Transaction Banking - Managing to Performance (Phase II) Avoiding the traps of growth. Session driven around best practices, managing customer complexity, risk mitigation and launching a sustainable product management function

Interactive session on building business cases and driving investment into the business

Defining success Toolkit

Andrew England


12:00 – 13:00
Special Guest Speaker

Nadeem Sheikh
Founder and CEO, Anthemis Group
Non-Executive & Board Roles at Financial Planning Standards Board, Bento Inc, Currency Cloud, JUMO WORLD and PayPerks


13:00 - 14:00
Lunch


14:00 - 15:00
Transaction Banking - Conflict, Disruption and Stakeholder (Phase III) Session outlining key challenges and responses to 'attacks' on the business system: Navigating progress through digital disruption, attaining commitment in a capital restricted environment

Andrew England


15:00 - 15:45
Case study from a leading European institution on how to win Transaction Banking market share.

Tushar Trivedi
Senior Executive Vice President, Head of Transaction Banking Group Sales, Kotak Mahindra Bank


15:45 - 16:00
Break


16:00 - 16:30
Transaction Banking Phase III: [Continued] How to address new areas of business focusing on Internationalization and the SME segment

Andrew England


16:30 - 17:00

Exercise Setting

Phil Cantor


17:00 - 19:00
Free time or opportunity to shop or explore Oxford


19:00 - 19:30
Networking and Cultural Programme: Private guided tour of the Ashmolean Museum, the oldest public museum in Britain, and the first purpose-built public museum in the world. The Ashmolean is the University of Oxford's museum of art and archaeology, founded in 1683. These world famous collections range from Egyptian mummies to contemporary art, telling human stories across cultures and across time.

"Imagining the Divine"
Exploring Buddhism, Christianity, Hinduism, Islam and Judaism, this major exhibition will be the first to look at the art of the five world religions as they spread across continents in the first millennium AD. On display and explained will be remarkable objects created when the iconography of each religion was still being developed.


19:30 - 21:00
Cocktail reception & dinner on the Ashmolean terrace (inside if weather unfavourable)
Special Guest Speaker

The Honorable Jacob Rees-Mogg
Member of Parliament for North East Somerset Member of Committee for Exiting the EU Member of the European Scrutiny Committee Former member of the Treasury Select Committee (which provides oversight of the Bank of England and the Financial Conduct Authority) Partner, Somerset Capital Management Alumnus of Trinity College, Oxford

08:00 - 09:00
Group Exercise Preparation


09:00 – 9:30
Case study on how to create global scale, competency and a winning strategy in cash & trade

Lisa Lansdowne-Higgins (Provisional)
Vice President, Deposit and Treasury Solutions Royal Bank of Canada and Member of the Board,S.W.I.F.T


9:30 – 10:00
Designing the CEO Agenda
What the CEO and Board will want to know on an ongoing basis: reporting the value of Transaction Banking and claiming its rightful place in the minds of the bank’s top leadership.

Andrew England


10:00 – 10:30 Case study outlining the bank's technology transformation for lasting competitiveness

John Cowan
Vice President, CIBC Business and Corporate Banking Technology, Representative to CIBC-FCIB Technology and Operations


10:30 - 10:45
Break


10:45 - 11:45
Workshop - Participant presentations


11:45 - 12:15
Oxford Closing Session with Special Guest Speaker

Speaker being confirmed


12:15 – 12:30
Wrap up of Oxford sessions


12:30 - 13:15
Buffet Lunch


13:30
Depart to London by Luxury Executive Coach


15:30
Arrive in Oxford and Cambridge Club, London

Private listed Clubhouse: For nearly 200 years alumni of the two ancient universities have chosen to take up membership and enjoy the outstanding amenities and sophisticated setting of a listed Clubhouse in the very heart of London.

Spacious, private and well-appointed, the club enables members to meet friends and colleagues in magnificent surroundings, host a party, relax or simply find a quiet place to work. With its elegant Coffee Room, large and well-maintained library, two bars, more than 40 bedrooms and its own sports facilities, the Oxford and Cambridge Club is ideally located for entertaining, relaxation and business.


16:00 - 17:00
Group Workshop on how to market and provide digital access to the transaction banking franchise

 


17:00 – 17:45
Action Planning:
How has this course changed your plan?
How will your bank benefit?
How will people see you act differently as a result?
Individual final exercise to chart out immediate actions, 90-day plan and 180-day plan.


17:45 - 18:15
Free time


18:15 - 19:00
Reception, Certificate Presentation, Photographs


19:00 - 21:00
Graduation Dinner with Special Guest Speaker

Lord Stephen Green
Baron Green of Hurstpierpoint, Former CEO and former Group Chairman of HSBC, Former Minister of State for Trade and Investment Alumnus of Exeter College, Oxford


07:30 – 11:00
Breakfast


11.00
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