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Taj Lands End, Mumbai, India, February 23, 2017
Enterprise strategies: Building a strategic response to Basel III impacts
Course
Taj Lands End, Mumbai, India, February 22, 2017
India Trade & Treasury Conference 2017
F O L LO W S T H E
9/12
Enterprise strategies: Building a strategic response to Basel III impacts
Course: February 23, 2017 Presenters
David Castle, Managing Partner, Waltham Partners
25 year banking career focused on treasury, fixed income and balance sheet products including senior roles in sales, trading and liability management. Led global franchise development of a non-operational cash and money markets business.
Joshua Cohen, Managing Director, Mayer & Co Advisory
Over a quarter century of expertise in loans, transaction banking and financial markets. Senior leadership roles in portfolio and balance sheet management, risk distribution and liability management. Thought leader in regulatory impacts on operational cash products.
Course OutlineOur Enterprise Strategies courses are aimed at providing education and frameworks to enable officers of financial institutions to re-imagine their business environment in a world of constant change. As financial markets adjust to a substantial shift in the regulatory landscape understanding how to interpret and adapt is a pre-requisite for a successful business model.
The course takes place in a classroom-based environment and is aimed at banking professionals to assist them to better understand how their roles can help shape the optimal use of a bank’s balance sheet, and to recognise how developing an effective group-wide liability strategy will impact the health of the bank and its client franchise.
Over one day this course delivers seven insightful and practical learning sessions, participant activities and defined learning outcomes.
Audience This course is aimed at those professionals that touch, impact and manage the liability balance sheets of banks including treasury officers, asset & liability managers, transaction bankers, money market professionals, liability product owners, relationship managers, sales coverage executives and business unit owners.
These can include:●● Unit heads●● Policy owners●● Analysts●● Segment heads●● Geography heads●● Cash managers (ALM)
●● Client managers●● Product owners●● Group functions (legal/risk/ops)
09:00 Registration
09:15 Welcome
Part 1: The New Paradigm Learning Outcome
●● Develop a broad understanding of the treasury and business impacts of Basel III regulations to “mid” technical level of detail
●● Gain an appreciation of the new value of liquidity variants, and their increasing importance to banks’ revenues and returns
●● Understand the implications of an organisational strategy built on misaligned expectations
●● Develop an appreciation of a new approach and a new way to work●● Recognise the importance of data to aid alignment, delivery, measurement and outcomes
●● Begin to unravel the complexities of aligning an organisation from balance sheet to client
09:30 Basel III BitesizeThe big 5 impacts
10:00 Technicals for aasset and liability BusinessDeep dive on asset and liability considerations.
11:00 Networking break
11:20 Data●● Can you access it?●● What does the data tell you?●● How can you better use data?
12:00 Organisational Engagement●● Alignment of ALCO with front line.●● Strategic intent and the impact on bank / client outcomes and relationship.
13:00 Networking lunch
Part 2: Institutional Impact Learning Outcome
●● Learn how to identify key roles to align strategy (ALCO to client)●● Understand the tools required and the scope of roles (LWG/BSC/BIZ)●● Ensure discipline in delivering the strategy●● Manage new risks (operational, data, reporting)●● Understand how a programme management approach might be employed
●● Understand friction points and “lightbulbs”
14:00 Who does what and how can we align?●● Establishing mandates across the organisation.●● Clarifying hard & soft rules
15:00 Networking break
15:20 What tools are available to us?Best in class approach to toolkits for each role and department
16:40 Networking break
17:00 What to look out forReaction and response when implementing these new approaches
17:45 Closing remarks
18:00 End of session
Trainingwww.gtreview.com
India Trade & Treasury Conference 2017
12/12
Registration formwww.gtreview.com
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Pricing details
GTR Training course (February 23, 2017)
Standard rate US$499
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