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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Live Online Course: Complying with ESG Requirements

An interactive course comprised of presentations, case studies, multidirectional discussions and comprehensive exercises.

13-14 Dec 2021
Online, Germany

Why You Should Attend

Live Online Course: Complying with ESG Requirements

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set

Environmental, Social, and Governance (ESG) has gained increasing attention over the past few years. ESG criteria are an increasingly popular way for investors and bankers to evaluate companies in which they might want to invest. Equally so the banking community, who finance many corporate activities need to understand how ESG plays out in the banks relationship with its clients. Banks need to understand:-

  • How ESG could influence lending decisions.
  • How ESG can influence a banks’ assets value.

Using ESG criteria can also help investors and bankers avoid companies that could pose a greater financial risk due to below par environmental or other practices. ESG has considerations relevant to analysts and investors, bankers, consumers and employees, and has become a major topic of discussion at Board meetings. 

This course has a three-fold objective;

· To present an introduction/overview of the ESG framework and how it supports a company’s overall risk management strategy and structure.

· To provide the knowledge needed to understand ESG and to leverage this information to conduct more effective due diligence, and/or make better investment decisions.

· To explain why ESG is a critical issue for banks and to provide a framework to ensure that banks can be both compliant with emerging ESG regulation and protecting / advancing the bank’s vital interest under the new ESG umbrella. 

About your expert trainer:

Richard Barr holds a B.S. in International Business Administration from San Jose State University in California. His professional experience spans over 20 years, 5 of which were spent with Wells Fargo Bank. Another 5 were spent honing his global banking skills, when Richard was intimately involved with International Trade Finance, Real Time Gross Settlement and Cross Border Banking. The past 9 years have been in the private and high-tech sectors providing high-level consulting services, business analysis, project management and training to a wide range of banking clientele across the globe.

He has spent extensive time servicing a diversity of “financial institutional” clients, in South Africa, Poland, Sweden, Ireland, Netherlands, Greece, Bermuda, Malawi, the United Kingdom and across North America. Clients that Richard and Citadel Advantage have dealt with include such notable firms as AIB Bank, Eurobank, ABSA Bank, CitiBank, Swedbank, INDEbank, IBM, Montran and Fundtech, as well as many others. Richard has also filled the role of advisor to central banks on payment systems and technical payments issues. Furthermore, key staff from the Bank of England, the South African Reserve Bank, the Central Bank of Ireland and Bank of Portugal have attended training sessions presented by Richard.

Richard has been delivering courses with marcus evans for more than a decade now, and during this time, both his pre-pandemic in-person events, and his subsequent online courses have been widely praised by attendees from banks of all sizes.

Pre-course questionnaire:

A detailed questionnaire will be sent to all course participants to establish exactly where the group training needs lie. The completed forms will be analysed by the course leader/trainer and followed by telephone if further clarification is required. As a result we can guarantee that the course is pitched at exactly the right level and that the issues that you regard as relevant are addressed. The course material will reflect these issues and will enable you to digest the subject matter after the event in your own time.

Who should attend?

This course will benefit professional in the financial services industry, i.e; banks, insurance companies, securities firms, investment firms, leasing companies – in the following functions:

· Portfolio/Investment Management

· Enterprise Risk Management

· Credit Risk Management & Modelling

· Internal Audit

· Regulatory Reporting

· Risk Governance & Policies

· Strategic & Integrated Risks

· Treasury

· Compliance

Key Topics

  • Describe key environmental, social, and governance issues
  • Explain how stakeholders influence corporate ESG performance
  • Analyse ESG risks and opportunities
  • Assess ESG company performance using publicly available information
  • Translate ESG information to business intelligence

  • Why Choose GFMI marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Voice of Our Customers
    • “Well presented by an extremely knowledgeable and experienced trainer. All the important aspects of the IRB and capital assignment process were well covered” Nordea
    • “Very intensive and interesting course. Great trainer with as complete a knowhow as is possible for this big topic. Great insights and good solutions to use in mastering the coming situation” HVB Unicredit
    • “Excellent. Not what I expected but better; it put the model into a comprehensive perspective.” Barclays
    Join the Discussion

    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Kamelia Simeonova

    101 Finsbury Pavement, London, EC2A 1RS

    0044 203 002 3172
    Email: kamelias@marcusevansuk.com