Strategic Management & Leadership in Banks & Financial Institutions

Course overview The only course of its type, the Strategic Management & Leadership in Banks and Financial Institutions was created by and for finance professionals. It will teach you how to recruit, coach, train, retain and motivate your staff and create a winning team in a financial institution. Over five days, our Management and Leadership experts will share their world-class knowledge, insights and experiences to help you broaden and deepen your skills. They will give you the tools you need to lead with impact and confidence. This course offers an unparalleled insight into the financial sector and the unique way in which it operates both in Asia and globally. This course will transform the way you operate as a leader and help you succeed in an increasingly complex and dynamic marketplace. Summary of course content Acquired an unparalleled insight into the financial sector and the unique way it operates Transformed the way you and your staff work to enable you to succeed in an increasingly complex marketplace Learnt how to recruit, train, motivate and retain staff in order to achieve targets and bonuses Gained innovative leadership and management techniques and skills Learnt how to effectively manage change to get the results you want Methodology This course is highly interactive, combining theory with real-life experiences and case studies You will work in small groups and time will be allocated to address individual issues and needs Profiling tools will be offered to help you gain awareness of your individual leadership style and strengths Who should attend? Financial managers wishing to: Develop their leadership skills Develop better relationships with staff Develop skills in managing relationships with their superiors Improve staff selection Manage difficult individuals Improve and update their supervising and management skills Supporting publication
Day 1: The leadership challenge today for financial business leaders The business context in financial institutions today Banking - how is it changing and how does it need to change? Case studies: Organisational change in financial institutions - winners and losers The people context in financial institutions today What do people want from work right now? Exploring career anchors The change imperative - the challenge for business leaders Creative solutions for leading at financial institutions Incrementalism and step-change 'Out of the box' thinking Exercise: Delegates work on their real leadership and business issues Re-framing, creativity and decisionmaking techniques Thinking styles Exercise: Individual profiling Deleagtes profile their own thinking styles Apply these techniques to real business situations What have we learnt from the banking crisis? Case study 1: HSBC Case study 2: JP Morgan Case study 3: Northern Rock PLC Case study 4: Asian banking Day 2: Leading and managing others in financial institutions Building real leadership The minefield of leadership theory What people need from their leaders What kind of leader am I? Exercise: Individual questionnaire and feedback Becoming a financial business leader Why would anyone follow you? Values-based leadership Exercises: To explore professional values Establishing and conveying your brand as a financial business leader Making the most of "individual difference" An introduction to difference Group exercise: The roots of individual difference Personality: What it is and what that means for leaders Exploring type Personal profiling Making the most of individual difference Motivating others in financial institutions when the going gets tough Theories of motivation Investigating language patterns (NLP) to discover someone's underlying motivation Increasing your range of influencing styles - practical techniques for the finance sector Communications for making a difference Adapting your style to engage and convince others High-impact presentations for financial institution managers Day 3: Managing performance in today's financial institutions Selecting the talent you need Selection techniques - choosing the right tool to meet the need Building the talent pool in your team Increasing your 'hit rate' at interview The coach's tool-kit: Essential skills and perspectives for bankers right now The leader as coach in difficult times The coach's tool-kit Life positions Ego states and transactions Listening skills exercise Creating the questions that get to the point Coaching in action Coaching tools and processes Using a coaching process Practice sessions Coaching different types of performance in financial institutions today Case studies: Diagnosing individual performance Case studies and small group exercises: Inspiring and developing high potential individuals Dealing with 'problem' employeestalented but not motivated Day 4: Crisis management in financial institutions Managing people crises Managing re-structurings Exercises: Dealing with underperformance Giving 'bad' news Retaining talent: When one person leaves, how do you keep the rest? People and change How change affects the individual Leading people through change Case study: The people effect of bank re-structuring and technological change Handling difficult conversations Types of difficult conversations Analysing what took place Deciding when to act How mediators approach difficult conversations Case study: Having a difficult conversation Managing conflict Establishing the root causes of conflict Conflict modes Identifying your conflict style Exploring alternative approaches The stages of conflict Impact and influence The power of influence Increasing impact - The Currency Game Learning review Day 5: Career strategies in financial institutions after the crash Cross-cultural challenges Exploring the 'unwritten rules' Common cross-cultural business issues e.g. language and interpretation, expatriot vs. local hires Multi-cultural management: e.g. managing effectively whilst "saving face" The 'art and science' of team performance Teams are natural 21st Century team complexity Belbin’s hypothesis Why team roles matter Exercise: Questionnaire and role play Leading a high-performance team in tricky times Creating a balanced team Building team capability and performance Exercise: Team process Increasing your personal effectiveness within a team Leading complex or non-traditional teams Driving your career in the 21st century financial institution 21st Century career patterns in stability and crisis Life roles Identifying life stages Plateauing and its implications Exercise: 'If I were a rich man' How do I spend my time? Driving your development as a senior financial manager Exercise: Development planning Setting meaningful personal and professional goals Support resources for personal development planning in financial institutions Managing key relationships Creating a support network Programme review and personal change planning