Online symposium using interactive Zoom.
Tuesday, October 13th from 6:00pm until 8:00pm, UK time
If you are ready to book your place, use the button below;
Otherwise read on for further details…
For any queries please contact us.
Thank you to our sponsors:
Other sponsorship opportunities available – please get in touch
Executive summary; scroll down for the programme
The overall purpose of this symposium is to shine a bright light onto the very real need for radical corporate governance reform; on the basis that too many organisations are still focusing on creating short-term profits for shareholders, at the expense of the needs of other stakeholders, including the planet.
Our symposium is going to create a first-class opportunity for a wide range of stakeholders interested in the advancement of corporate governance to explore what needs to be done to drive the change that is needed.
You can expect to be ‘amongst’ progressively minded and collaboratively minded people who are keen to explore how corporate governance can be reformed for the better.
Whilst we will be considering corporate governance in general terms, there will also be a particular focus on corporate governance in the financial services sector, in line with TTF’s mission to help drive positive progressive and purposeful finance reform.
Poor corporate governance in the financial services sector has led to many cases of malpractice, malfeasance, misconduct and miss-selling; with grave reputational damage as a consequence.
Unfortunately, there is a mountain of independent research, such as the Edelman Trust Barometer, that shows the public do not trust financial services; and therefore do not have confidence in it.
Clearly, the many corporate governance failures that have occurred in the financial services market over the years have contributed to the financial services trust deficit; and the evidence indicates that this isn’t a problem that is going to fix itself.
On the basis that “progress begins with realism” we will be facilitating the kind of candid yet constructive discussions that are needed to help move matters forward.
We are expecting this to be a particularly lively symposium because we will be creating a forum for people to “say it as they see it” and there is no doubt that many people are disappointed with the way corporate governance operates.
We don’t think any one person or organisation has all the answers; and we also think that all answers are worth listening to, so if you’ve got a point of view that you’d like to share, this is definitely an event for you.
Please do join us for what promises to be an interesting, engaging and thought-provoking event.
There will be a range of stakeholders involved, including some of our Ambassadors and members of our TTF International community.
We’ll also be touching on a range of insights, ideas and initiatives that are referenced in our new book, entitled
“Why we must rebuild trustworthiness and confidence in financial services; and how we can do it.”
Please get involved and be part of the solution.
Scroll down for further info, speaker details and to make bookings
Who should participate?
This online event will be of particular interest to individuals and organisations that authentically align with the idea that the financial services sector is important and that there is scope for improvement in how it works.
You can expect to be amongst progressively minded and collaboratively minded people.
On the basis that “progress begins with realism” we’ll be running the event as a forum to enable everybody to “say it as they see it.” We will be facilitating the kind of candid yet constructive discussion that is needed to help move matters forward.
We don’t think any one person or organisation has all the answers; and we also think that all answers are worth listening to, so if you’ve got a point of view that you’d like to share, and are keen to hear the views of others, this is definitely an event for you.
This symposium will cover important topics that will be of particular interest to:
- Think Tanks and Civil Society Groups with an interest in the financial ecosystem
- Economists
- Industry Observers, Commentators; the Media in General
- Policymakers
- Regulators
- Politicians interested in the financial services sector
- Market Conduct Professionals
- Sustainaility experts
- Bankers and representatives of Banking organisations
- Risk Management Professionals
- Compliance Professionals
- Pension Professionals
- Financial Planners
- Fiduciaries
- Financial Services Trade Bodies and Professional Associations
- Academics and researchers in governance, stewardship, ethics, conduct and compliance throughout the financial services sector.
Format
We will be using Zoom.
We will be structuring the event in such a way that it will be as engaging and as interactive as we can possibly make it. We’ll be working hard to create as “life-like” an event as possible, with every opportunity taken to create interaction and engagement.
There will be several presentations with Q&A sessions and an open discussion and debate session towards the end.
Here’s the programme and timings, so far*
6:00pm BST
Welcome to the symposium, introductions and initial exploration of the main issues; plus “Why we must rebuild trustworthiness and confidence in financial services; and how we can do it” by
Andy Agathangelou FTTF FRSA
Founder, Transparency Task Force; Governor, Pensions Policy Institute; Chair of the Secretariat Committee for the All Party Parliamentary Group on Pension Scams; former Founding Chair, Friends of Automatic Enrolment; former Founding Chair, Association of Member Nominated Trustees
6:20pm BST
Presentation #1, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
Sue Milton is a governance specialist, encouraging organisations to recognise that corporate culture has significant influence over the quality of corporate governance.
Culture is also part-and-parcel of organisations’ attitudes towards technology, especially AI and machine learning: it is easy to underestimate how human behaviours and smart technology can undermine each other, and is an area where good governance has yet to be adopted.
But even in financial services, where good governance processes exist, weak practices co-exist with them, such as poor investor relations, the selling of inappropriate financial products and pension fraud.
These led to Sue joining the UK Shareholders’ Association, where she is now a director. Sue also runs her own business, working with a broad range of government, board and C-Suite clients globally.
https://www.linkedin.com/in/sue-milton
Click here to download Sue’s slides:
6:35pm BST
Presentation #2, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
Stuart Woollard is Managing Partner of Organizational Maturity Services LLP and co-founder and Council member at the Maturity Institute (MI).
Stuart co-created OMINDEX® (Organisational Maturity Index) and leads pioneering work with the investment community to integrate ‘intangibles’ (e.g. corporate culture, governance, human capital, and management systems) into investment decision-making, engagement and stewardship activities.
Stuart also advises business leaders on whole, human system diagnosis of organisational health using OMINDEX®. He has published research on human capital in international mergers and acquisitions, on the management of people in global contexts and has co-authored a book “The Mature Corporation – a Model of Responsible Capitalism” (Cambridge Scholars Publishing, 2019).
https://www.linkedin.com/in/stuart-woollard-8289924/
Click here to download Stuart’s slides:
6:50pm BST
Short leg-stretch and comfort break, for 10 minutes
7:00pm BST
Presentation #3, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
Robert studied Economics and Business Administration in Stockholm and London respectively, Finance and Investments at LBS followed by Clinical Psychology in London and is currently completing a PhD/PHD with Trans4M on Impact Investments with a forthcoming book entitled Integral Impact Investments which is expected in 2019.
With deep experience and expertise in finance and investments, he has been MD of Structured Products, UBS, Head of Market Sales and Credit Officer, Europe at Citigroup and Head of High Yield Sales & Research, Europe at BNPParibas. Subsequently he was made Global Head of the Client Solutions Group at Fortis Bank (now BNPParibasFortis) and member of EXCO where he also worked extensively on Organisational culture and business development and later with external bodies such as the FSA on culture impact within the finance industry.
Following this he worked as a Psychotherapist within the NHS and in private practice. He more recently was the Chief Credit Officer for the FinTech firm Assetz Capital and Head of Impact and Strategy at Lintel Capital where he helped to design a full spectrum Impact Investment strategy. He has always looked to engage with people and organisations of high integrity and who have the intention to develop and grow their firms and themselves in the process through a transformational journey.
Among others, he is a member of the International Bankers Association (wcib), the Society for Organisational Learning (SoL), Institute of Business Ethics, (ibe), the Chartered Institute of Credit Managers (CICM), the British Association for Counselling and Psychotherapy, (BACP) and the UK Council for Psychotherapy, (UKCP).
https://www.linkedin.com/in/robert-dellner-ab690714/
Click here to download Robert’s slides:
7:15pm BST
The “Just a Minute”-round
Inspired by the BBC Radio 4 programme, we have asked a selection of our attendees to spend just a minute sharing their thoughts on what has been covered during the symposium.
But unlike the Radio 4 programme our speakers won’t be penalised for hesitation, repetition or deviation!
Bob Blackman MP
Conservative MP for Harrow East and Chair of the All Party Parliamentary Group on Pension Scams
Mark Turner
Managing Director, Duff & Phelps
Philip Meadowcroft
Chairman, Brandmasters Ltd Executive Pension Scheme
Shann Turnbull
Principal, International Institute for Self-Governance
Gavin Palmer
Founder, SNAC Shareholder Nomination to the AGM Action Group and ShareSoc Association
7:30pm BST
Open discussion & debate, 25 minutes
7:55pm BST until 8:00pm BST
Final conclusions; suggested next steps and close to the formal proceedings.
However, for those that want it…
8:00pm BST until 8:30pm BST
Please click below to book your place
For any queries please contact us.
