Chartered Banker Annual Banking Conference 2021

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Chartered Banker Annual Banking Conference 2021


21–23 Sept 2021 @ 3 pm (+8 GMT)
Chartered Banker Annual Banking Conference 2021

AICB is an industry partner of the Chartered Banker Institute, UK, and we are pleased to invite you to the Annual Banking Conference 2021. This three-day virtual conference presents a series of short webinars on current issues and challenges faced by banks today.

“Responsible Banking and the Implementation of International Standards”

The overarching theme for this year’s conference will consider, among other things, how well banks are embedding the UN Principles of Responsible Banking in their organisations; how responsible banking links to the Chartered Banker Institute’s Professional Code of Conduct, and what responsible banking means for the education, training and development of bankers.

As an AICB member, you are entitled to attend this Conference, with our compliments.

Join these insightful discussions to gain new perspectives beneficial to your professional banking journey while you fulfil your CPD requirements. Register now to secure your participation!

Annual Banking Conference 2021

21 Sept 2021 3 pm
(+8 GMT)
What Does Responsible Banking Mean for Organisations?

In this session, understand the components of responsible banking and how they fit into the sustainability agenda. Learn from other financial institutions on how they are embedding the UN Principles for Responsible Banking into their organisational strategies in the transition from brown to green, and how successful have their efforts been.

22 Sept 2021 3 pm
(+8 GMT)
How are the UN Principles of Responsible Banking being implemented by banks?

The future of banking depends heavily on organisations that prioritise environmental, social, economic and governance issues; promote financial inclusion, and act with integrity. Beyond these efforts, what more could be done to raise awareness of the UN Principles for Responsible Banking and their implications beyond specialist teams in banks?

23 Sept 2021 3 pm
(+8 GMT)
What Does Responsible Banking Mean for the Education, Training and Development of Bankers?

Signatories to the UN Principles for Responsible Banking commit to aligning their business with — and achieving — ambitious targets that contribute to global and national sustainability goals. What are the implications of responsible banking in general, and the UN Principles for Responsible Banking in particular, for the education, training and development of bankers?

Registration is complimentary but required. An access link will be provided before the webinars.

Please register by 20 September 2021, 12 pm. For further enquiries, kindly send us an email at [email protected]

Speakers' Profiles

Portrait of Steve Pateman
Steve Pateman

Chair

Chartered Banker Institute, UK

Introductions
Portrait of Steve Pateman
Steve Pateman

Chair

Chartered Banker Institute, UK

TBC

Portrait of Mikael Sorensen
Mikael Sorensen

Chief Executive Officer

Handelsbanken UK

Day 1 - Keynote Speaker
Portrait of Mikael Sorensen
Mikael Sorensen

Chief Executive Officer

Handelsbanken UK

TBC

Portrait of Giles Cuthbert
Giles Cuthbert

Managing Director

Chartered Banker Institute, UK

Day 1 - Moderator
Portrait of Giles Cuthbert
Giles Cuthbert

Managing Director

Chartered Banker Institute, UK

Giles leads the Institute’s thought-leadership on ethical banking, particularly around the area of digital ethics. He has around 20 years' experience in the arena of professional education and professional standards. He has led a very wide range of education and professionalism projects to significantly diversify the work of the Chartered Banker Institute, developing major strategic programmes to diverse areas of the banking industry around the globe. In particular, he has specialised in developing a wide range of bespoke professionalisation programmes for banks, coupled with highly innovative accreditation services. These projects have reached many tens of thousands of banking professionals. Giles holds a degree in law, a Masters in education, and has recently finished studying a Masters in applied professional ethics.

Portrait of Mercedes Sotoca
Mercedes Sotoca

Managing Director - Climate Risk Initiative

ING, The Netherlands

Day 1 - Panellist
Portrait of Mercedes Sotoca
Mercedes Sotoca

Managing Director - Climate Risk Initiative

ING, The Netherlands

TBC

Portrait of Sophia Cheng
Sophia Cheng

Chief Investment Officer

Cathay Financial Holdings, Taiwan

Day 1 - Panellist
Portrait of Sophia Cheng
Sophia Cheng

Chief Investment Officer

Cathay Financial Holdings, Taiwan

TBC

Bernadette Bruton NAB web
Bernadette Bruton

Executive General Manager - Culture, Leadership and Learning

National Australia Bank

Day 1 - Panellist
Bernadette Bruton NAB web
Bernadette Bruton

Executive General Manager - Culture, Leadership and Learning

National Australia Bank

TBC

Oliver Holbourn web profile 500 l
Oliver Holbourn

Director of Strategy & Ventures

NatWest Group

Day 2 - Keynote Speaker
Oliver Holbourn web profile 500 l
Oliver Holbourn

Director of Strategy & Ventures

NatWest Group

Oliver is currently Director of Strategy & Ventures at NatWest Group and holds responsibility for Group Strategy, Sustainability, Economics, Ventures, and Corporate Development. He was appointed an attendee of Group ExCo in November 2019.

Oliver joined RBS in September 2018 from UK Financial Investments (UKFI) where he was latterly CEO, with responsibility for managing the government’s shareholdings in RBS, Lloyds Banking Group, and UK Asset Resolution.

Before joining UKFI Oliver worked at Bank of America Merrill Lynch for nearly 14 years, where he undertook various roles, including Head of Equity Syndicate for Europe and Head of UK Equity Capital Markets Origination.

Oliver holds a BA, Jurisprudence from the University of Oxford.

Portrait of Joanne Murphy
Joanne Murphy

Managing Director, Asia Pacific, Industry Relations

Chartered Alternative Investment Analyst Association, Hong Kong

Day 2 - Moderator
Portrait of Joanne Murphy
Joanne Murphy

Managing Director, Asia Pacific, Industry Relations

Chartered Alternative Investment Analyst Association, Hong Kong

Jo has been based in Asia, predominately in Hong Kong, for over 20 years. During her tenure she has held a number of senior management positions, leading sales, business development, marketing, and CRM divisions and has both built and managed large and effective regionally-located teams.

After moving to Hong Kong with Morgan Stanley, Jo also worked for both HSBC and Deutsche Bank covering intermediary, buy and sell side roles and held an entrepreneurial position at Triple A Partners. She now focuses on the education environment. All these roles have had a consistent focus on the Alternative Investment industry.

Jo enjoys the reputation of being capable, committed, and commercial, was voted “Asia’s most influential woman in AI” and one of “The 25 most influential people in Asian hedge funds.” She is a founding member of Hong Kong’s AIMA Chapter, holds a number of Board positions, and is a Fellow of UniSIM University.

Rafe web profile 500
Rafe Haneef

Chief Executive Officer, Group Transaction Banking; Group Chief Sustainability Officer

CIMB, Malaysia

Day 2 - Panellist
Rafe web profile 500
Rafe Haneef

Chief Executive Officer, Group Transaction Banking; Group Chief Sustainability Officer

CIMB, Malaysia

Rafe Haneef is the Chief Executive Officer, Group Transaction Banking and Group Chief Sustainability Officer at CIMB. In his capacity as Group Chief Sustainability Officer, Haneef has the responsibility for driving sustainability, which includes reducing environmental footprints and increasing ESG handprints across CIMB group’s own operations, financing products and services, and through CSR initiatives in education, economic empowerment, environment, health and community wellbeing.

Previously, as CEO of CIMB Islamic Bank Berhad, Haneef was in charge of the Group’s Islamic banking and finance franchise and was instrumental in the inclusion of CIMB Islamic in the Value-based Intermediation (VBI) Community of Practitioners, working to develop VBI together with Bank Negara Malaysia to contextualise and drive sustainability within Islamic finance institutions in Malaysia. He played a vital role in CIMB Group being a member of RFI as well as a founding member to the UNEP FI.

Haneef has a Master of Laws (LL.M) from Harvard Law School and a Bachelor of Laws (LL.B) from International Islamic University Malaysia.

Simon web profile l
Simon Thompson

Chief Executive

Chartered Banker Institute, UK

Day 3 - Keynote Speaker
Simon web profile l
Simon Thompson

Chief Executive

Chartered Banker Institute, UK

Simon leads our work to shape and implement professional standards and professional development for bankers. Simon Thompson was appointed as our Chief Executive in 2007. In 2011, Simon led the establishment of the Chartered Banker Professional Standards Board (CB:PSB). He is a Board member of the CB:PSB and chairs the CB:PSB’s Professional Standards Committee.

Before joining us, Simon was responsible for managing the International Accounting Education Standards Board (IAESB), developing ethics and education standards for accountants. He previously worked for the Association of Chartered Certified Accountants (ACCA), establishing ACCA in 25 countries in Central & Eastern Europe, and leading a number of EU and other donor-funded accounting education and reform programmes.

Simon holds a BA (Politics and Economics) from the University of Newcastle-upon-Tyne, and an MBA from the University of Edinburgh. He is one of our Fellows (FCIBS), and a Chartered member of the Chartered Institute of Personnel and Development (MCIPD).

Simon chairs the Global Education Standards Committee recently established by a group of leading international banking institutes, and is a lay member of the General Teaching Council for Scotland. He is a former Vice President of the European Bank Training Network.

Speaker web profile dr huang 500
Dr Hank Huang

Chairman

Taiwan Academy of Banking and Finance

Day 3 - Panellist
Speaker web profile dr huang 500
Dr Hank Huang

Chairman

Taiwan Academy of Banking and Finance

Dr. Huang received his PhD in Urban and Regional Planning from National Taipei University in 2001. He led the BOT Research Center at the Taiwan Economic Research Institute (TIER) from 2003 to 2008, serving as project leader for several projects. He designed a nationwide procurement mechanism for private participation in wastewater treatment systems, created cash flow management methods for local governments, and also designed a development approach for regional target industries.

Later, he was appointed Director of the Finance Department of the Yilan County Government, located in the Northeast of Taiwan. Yilan faced a serious deficit at the time, in 2011. Dr. Huang reversed the decay in public finances and achieved the first surplus in two decades.

Dr. Huang joined the Taiwan Academy of Banking and Finance (TABF) as Vice President in 2016, and subsequently became President in 2017, not only creating new revenue sources, but also shaping new thinking at the forty-year old institution. He introduced courses on FinTech, Leadership, and Risk Management, enlarged the scope of online training, and improved the certification process. His ambition is to internationalize the organization in line with the growing needs of the Taiwanese financial services sector.

Chris Whitehead FINSIA web
Chris Whitehead

Chief Executive Officer

Financial Services Institute of Australasia

Day 3 - Panellist
Chris Whitehead FINSIA web
Chris Whitehead

Chief Executive Officer

Financial Services Institute of Australasia

Chris was appointed FINSIA CEO in September 2016. He has been associated with the Australasian financial services industry for nearly 30 years. Previously, he was CEO of CUA, Australia’s largest customer-owned financial institution, Regional Director, Bank of Scotland and CEO, BankWest Retail Bank.

He has extensive experience as a non- executive director including in the payments, wealth management and insurance sectors. He is also a Chartered Banker.

Commencing his career in IT, Chris maintains a keen interest in the ongoing impact of technology on financial services.

Datuk nora web profile l
Datuk Nora Manaf

Group Chief Human Capital Officer

Maybank

Day 3 - Panellist
Datuk nora web profile l
Datuk Nora Manaf

Group Chief Human Capital Officer

Maybank

In addition to Datuk Nora Manaf's role as the Group Chief Human Capital Officer and member of the Group EXCO of Maybank, Datuk Nora chairs several national-level committees and holds several Board memberships. Datuk Nora's Board memberships include the Board of Etiqa General Insurance Berhad and MBB Labs Private Limited, Bangalore.

Datuk Nora is actively engaged in the country's Financial Institutions, Employers' and Education circles via the leadership roles she holds. In 2018, Datuk Nora was appointed to the Malaysian Human Resource Minister's Advisory Group. She is also Chairman of the Malayan Commercial Banks' Association, Chairman of the Banking Sector HR Networking Group (HRNG), Council Member of Malaysian Employers Federation (MEF), a member of the National Labour Advisory Committee (NLAC), and an Advisory Council Member of Yayasan Peneraju Pendidikan Bumiputera as well as for the University-Industry Advisory Council Universiti Utara Malaysia. Datuk Nora was recognised as a Global Top 50 Human Resource Professional and was appointed into Talent Compact 4.0, an Industry Talent Advisory Panel of Talent Corporation Malaysia Berhad.

Datuk Nora is also a Member of the Board of Examiners for the Asia Institute of Chartered Bankers (AICB), Member of the Asia Pacific Industry Advisory Panel for the Chartered Institute of Management Accountants (CIMA) and a Qualified Person for Training (QPRT) for the Institute of Chartered Accountants in England and Wales (ICAEW).

In February 2020, Datuk Nora was conferred the Chartered Banker (CB) by the Chartered Banker Institute (CBI) headquartered in Edinburgh, Scotland. She is also an Adjunct Professor appointed by the College of Business, Universiti Utara Malaysia (UUM) since 2015. In July 2019, Datuk Nora was also appointed into the Board of Advisors for UUM's undergraduate programme for Bachelor of Applied Linguistics and Business Administration with Honours.

Datuk Nora is active in her quest to make a difference to empower women. She is the Executive Sponsor for Maybank's Women Mentor Women Council established in 2013, as well as a Mentor for the ICAEW-TalentCorp Women in Leadership Programme. In 2016, Datuk Nora was awarded the "Beacon of Light" award at the National Women in Leadership Summit organised by the Asian Strategy & Leadership Institute (ASLI) in partnership with the Ministry of Women, Family and Community Development. Datuk Nora also spoke at the Women in Leadership seminar at Oxford University in 2016.

Datuk Nora is a qualified Chartered Accountant and is registered with the Malaysian Institute of Accountants (MIA). Datuk Nora also holds a post-grad certification in Human Resource Development from Cornell University and is a certified Gallup Strengths finder Coach Level II. She is also a graduate of the Advanced Management Program from Harvard Business School.