Professional Documents
Culture Documents
Management&
Leadership
59Dec2016
UK,London
4,995+Vat
Learnpracticalsolutionsforyourmanagementandleadershipneedsover5dayswiththisintenseand
interactiveprogramme
CourseInstructor
CourseDirector1hasanextensiveseniormanagementexperienceinbluechipcompaniesincludingTesco&
Kingfisher.
CourseDirector2istheSeniorFinancialEconomistwith25yearsofCorporateBanking&Treasuryexperience.
FormerGroupTreasurerofFortePLC&ofTheThomasCookGroup.
CourseDescription
Howcanyourecruit,train,motivateandretainstaffinordertoachievetargetsandbonusesandwhat
techniquescanyouusetoleadthem?Thiscoursewillprovideyouwiththeanswerstothesequestions.Over
fivedays,thisprogrammewillofferyoupracticalsolutionsforyourmanagementandleadershipneeds.This
courseoffersunparalleledinsightintothenuancesofthefinancialsectorandtheuniquewayitoperates.
Crucially,itwillalsogiveyouthetoolsyouneedtotransformthewayyouandyourstaffworkandenableyou
tosucceedinanincreasinglycompetitivemarketplace.
Howwillthiscourseassistyou?
Apractical5daycourseformanagersinbankingandfinance,whereyouwill:
l Acquireanunparalleledinsightintothefinancialsectorandtheuniquewayitoperates
l Transformthewayyouandyourstaffworktoenableyoutosucceedinanincreasinglycompetitive
marketplace
l Learnhowtorecruit,train,motivateandretainstaffinordertoachievetargetsandbonuses
l Gaininnovativeleadershipandmanagementtechniquesandskills
l Effectivelymanagechangetogettheresultsyouwant
Agenda
Day1
TheLeadershipchallengetodayforFinancialBusinessLeaders
Crisis2008infinancialinstitutions
l Bankinghowisitchangingandhowdoesitneedtochange?
l Casestudiesonorganisationalchangeinfinancialinstitutionswinnersandlosersintimesofcrisis
Thepeoplecontextinfinancialinstitutionstoday
l Whatdopeopleinfinancialinstitutionswantfromworkrightnow?
l ExploringCareerAnchors
l ThechangeimperativethechallengeforBusinessLeadersindifficulttimes
Creativesolutionsforfinancialinstitutionsindifficulttimes
l Incrementalismandstepchangeinfinancialinstitutions
l Outoftheboxthinking:individualsworkontheirrealleadershipandbusinessissues
l Reframing,creativityanddecisionmakingtechniquesforfinancialinstitutionmanagers
l Thinkingstyles:individualprofiling
l Exercisestoapplythesetechniquestorealbusinesssituations
Realleadershipintodaysfinancialinstitutions
l TheminefieldofLeadershiptheory
l PracticalLeadershiptraitsthatcheckoutforreal:FinancialInstitutioncasestudies
l TheGreatBankingCrisisof2008howdidithappenandwhathavewelearnedaboutleadership?
l Whatpeopleneedfromtheirleadersindifficulttimes
l WhatkindofleaderamI?Individualquestionnaireandfeedback
Thefinancialbusinessleaderindifficulttimes
l Whywouldanyonefollowyouinacrisis?(leveragingyourleadershipstrengths)
l Valuesbasedleadership:Exercisestoexploreprofessionalvalues
l Personalcongruence
l EstablishingandconveyingyourbrandasaFinancialBusinessLeader(individualsworkonavisionto
inspiretheirteamsinthecurrentclimate)
Day2
LeadingandManagingOthersinFinancialInstitutionsinTimesofCrisis
Makingthemostofindividualdifferenceinfinancialinstitutionstoday
l Anintroductiontodifference
l Therootsofindividualdifference(groupexercise)
l Personality:whatitisandwhatthatmeansforleaders
l ExploringType
l Personalprofiling(aseriesofexercisesandquestionnairestoidentifypersonalitytraits)
l Makingthemostofindividualdifferenceindifficulttimes
Motivatingothersinfinancialinstitutionswhenthegoinggetstough
l Prevailingtheoriesofmotivation
l InvestigatingLanguagePatterns(NLP)todiscoversomeonesunderlyingmotivation
l GroupworktoidentifythesepatternsintypicalFinancialInstitutionsituations
l MotivationintheFinanceSector
l IncreasingyourrangeofinfluencingstylespracticaltechniquesfortheFinanceSector
Communicationsforimpactinfinancialinstitutions
l Reviewingyourthinkingandcommunicationspreferences
l Adaptingyourstyletoengageandconvinceothers(individualexercisewithfeedback)
l HighimpactpresentationsforFinancialInstitutionmanagers(techniquesandpracticesessions)
Learningreview
Day3
ManagingPerformanceinTodaysFinancialInstitutions
Selectingthetalentyouneedforfinancialinstitutions
l Selectiontechniqueschoosingtherighttooltomeettheneed
l Buildingthetalentpoolinyourteam
l Increasingyourhitrateatinterview(FinancialInstitutioncasestudiesandpairswork)
Thecoachstoolkit:essentialskillsandperspectivesforbankersrightnow
l Theleaderascoachindifficulttimes
l TheCoachstoolkit:essentialskillsandperspectives
l LifePositions
l EgoStatesandTransactions
l Listeningskillsexercise
l Creatingthequestionsthatgettothepoint
Coachinginaction
l Coachingtoolsandprocesses
l Usingacoachingprocess
l Practicesessions
Coachingdifferenttypesofperformanceinfinancialinstitutionstoday
l Diagnosingindividualperformance(casestudies)
l Inspiringanddevelopinghighpotentialindividuals(casestudiesandsmallgroupexercises)
l Dealingwithproblememployeestalentedbutnotmotivated
Managingpeoplecrisesinfinancialinstitutionstoday
l Managinglayoffsandredundancies
l Dealingwithunderperformance(individualworkwithfeedback)
l Givingbadnews(individualworkwithfeedback)
Day4
CrisisManagementinFinancialInstitutions
Influencingwithnonfinancialmanagers
l Gaugingunderstandingofkeymessages
l Translatingtechnicaltermsandjargon
l Usingwordpicturesandmetaphors
l Usingpersonalfinancialexamplestoclarify
l Playbacktoensureunderstanding
Leadingchangeindifficulttimes
l Thechangeclimatetoday
l Theprinciplesofeffectivechangemanagement
l Changecasestudy
l Changeinfinancialinstitutionswhogetsitright,whogetsitwrong?
l Techniquestosupportothersthroughchangeandcrisis
l Canyouchangeanothersbehaviour?
Managingconflictintodaysfinancialinstitutions
l Establishingtherootcausesofconflict
l Conflictmodes
l Identifyingyourconflictstyle
l Exploringalternativeapproaches
l Thestagesofconflict:productiveandunproductive
l ThePowerofInfluence
l Mediationtechniques(individualworkwithfeedback)
Impact&influenceinfinancialinstitutions
l Thepowerofinfluence
l CrisisintheKitchen:problemsolvingcasestudy
Day5
CareerStrategiesinFinancialInstitutionsaftertheCrash
Crossculturalchallenges
l Exploringtheunwrittenrules
l Effectivecrossculturalcommunication
Leadingahighperformanceteamintrickytimes
l Creatingabalancedteam
l Buildingteamcapabilityandperformance
l Teamprocess(exercise)
l Increasingyourpersonaleffectivenesswithinateam(individuallearningreviewfollowingexercise)
l Leadingcomplexornontraditionalteams
Drivingyourcareerinthe21stcenturyfinancialinstitution
l 21stCenturycareerpatternsinstabilityandcrisis
l DrivingyourdevelopmentasaSeniorFinancialManager
l GoalsettingandPersonalDevelopmentPlanning
l Identifyinglifestages
l Timeaudits
l Settingmeaningfulpersonalandprofessionalgoals
Supportresourcesforpersonaldevelopmentplanninginfinancialinstitutions
l Managingkeyrelationships
l Findingdevelopmentthatworksforyou(supportedpairswork)
l PersonalDevelopmentPlanningapproachesandformats(individualexercise)
l Creatingasupportnetwork
l Maintainingmomentumandmanagingstress
l Creatingasupportnetwork
Increasingimpact
Competitiveteamexercise
Programmereviewandpersonalchangeplanning
Coursesummaryandclose
Abouttheinstructors
ThiscourseistaughtbytwoCoursesDirectors
CourseDirector1
Sheisabusinessbehaviourspecialist,coachandorganisationalchangeconsultant.Shelecturesinworkplace
psychologyattheUniversityofWestminsterandhasrecentlycoauthoredFinanceandMarkets,atextbook
fornewentrantstothefinancesector.
Herscopeincludesallofthepsychologicalaspectsofmanagementandbusinessdevelopmentincluding
leadership,teams,businessinnovation,strategydevelopmentandallaspectsofincreasingpersonalimpact
andleadingothers.Herstyleisenergetic,informed,hardhittingandhumorous.
Shehasextensiveseniormanagementexperienceinbluechipcompanies,broadbusinessconsultancy,
organisationdevelopment,changemanagement,teachingandcoachingskillsandanexceptionallyimpactful
approach.
Shespentthefirst20yearsofhercareerinbluechipretailorganisationsinseniortradingandchange
managementroles.Hercareerhasalsoincludedseniorlevelexperienceincorporatestrategy,HRandIT.She
movedintomanagementdevelopment12yearsago.
ShehasaMAfromCambridgeUniversity,aFoundationCertificateinPsychotherapyandCounsellingandisa
memberoftheInstituteofTransactionalAnalysisandisMyersBriggscertified.
CourseDirector2
Hebrings25yearsofcorporatebankingandtreasuryexperience.HebeganhiscareeratChemicalBank(now
JPMorganChase)inNewYork,androsewithinsixyearstobecometheHeadofChemicalBanksEastern
EuropeanRegion.HethenmovedtoMobilOilCorporation,workingincorporatetreasuryandtax,andbecame
headofMobilsoverseasbankingrelationshipsandintercompanylending.HewassenttoLondonas
CorporateTreasurerofMobilOilCompanyLtd.,responsiblefortreasury,insuranceandcustomercreditand22
executives.HethenbecameTreasurerforNorthernEurope.
HewasGroupTreasurerofFortePLCfor8yearsandGroupTreasurerofTheThomasCookGroup(treasury&
turnover$20billionandtreasuryprofit$24millionannually)for3years,managingateamof55treasuryand
tradingprofessionals.Hewasalsoresponsibleforthetreasurystafftraininganddevelopment.Forthelast14
yearshehasworkedasaCourseDirector,coachandconsultantacrossabreadthofbusinesssectorsand
coveringmostmanagementtopics.
HegothisBADegreefromYaleUniversityandanMAinInternationalEconomicfromFletcherSchoolofLaw
andDiplomacy.
Venue
CentralLondonHotelVenue,London,UK
AllcoursesareheldatfourorfivestarvenuesinCentralLondon,Zone1.Westrivetoprovideyouwitha
trainingenvironmentofthehighestquality,toensurethatthewholelearningexperienceexceedsyour
expectations.
Yourtrainingvenuewillbeconfirmedbyoneofourcourseadministratorsapproximately34weeksbeforethe
coursestartdate.
WhyUs
Whyus
Wehaveacombinedexperienceofover60yearsprovidinglearningsolutionstotheworldsmajor
organisationsandareprivilegedtohavecontributedtotheirsuccess.Weviewourclientsaspartnersand
focusonunderstandingtheneedsofeachorganisationweworkwithtotailorlearningsolutionstospecific
requirements.
Weareproudofourrecordofcustomersatisfaction.Hereiswhyyoushouldchooseustohelpyouachieve
yourgoalsandaccelerateyourcareer:
Qualityourclientsconsistentlyrateourperformanceexcellentoroutstanding.Ouraverageoverallscore
awardedtousbyourclientsisnineoutoften.
Trackrecordwehavedeliveredtrainingsolutionsfor95%ofworldstop100banksandhavetrainedover
250,000professionals.
Knowledgeour150strongteamofindustryspecialisttrainersareworldleadingfinancialleadersand
commentators,ensuringourknowledgebaseissecondtonone.
Reliabilityifwepromiseit,wedeliverit.Wehavedeliveredover20,000eventsbothinpersonandonline,
usingsimultaneoustranslationtodelegatesfromover180countries.
RecognitionweareaccreditedbytheBritishAccreditationCouncilandtheCPDCertificationService.Inan
independentreviewbyFeefowescored96%onserviceand95%onproduct