Course overview
The only course of its type, the ‘School of Management and Leadership’ 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.
Over five days, our training experts: Morris Grossfeld and Sue Cooper will share their world-class knowledge, insights and experiences to help you broaden and deepen your leadership 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. It has been enthusiastically recommended by all past attendees.
The 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
- Acquire an unparalleled insight into the financial sector and the unique way it operates
- Transform the way you and your staff work to enable you to succeed in an increasingly complex marketplace
- Learn how to recruit, train, motivate and retain staff in order to achieve targets and bonuses
- Gain innovative leadership and management techniques and skills
- Effectively manage change to get the results you want
Methodology
- The 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 and colleagues
– develop skills in managing relationships with their bosses and other senior staff
– improve staff selection and dealing with difficult individuals
– improving and updating their supervising and management skills
- HR professionals with responsibility for developing financial managers
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 in financial institutions want from work right now?
- Exploring Career Anchors
- The change imperative - the challenge for Business Leaders
Creative solutions for leading financial institutions
- Incrementalism and step-change in financial institutions
- ‘Out of the box’ thinking: individuals work on their real leadership and business issues
- Re-framing, creativity and decision-making techniques for financial institution managers
- Thinking styles: individual profiling
- Exercises to apply these techniques to real business situations
What have we learned 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
Real leadership in today’s financial institutions
- The minefield of Leadership theory
- What people need from their leaders
- What kind of leader am I? Individual questionnaire and feedback
The financial business leader
- Why would anyone follow you? (leveraging your leadership strengths)
- Values-based leadership: Exercises to explore professional values
- Personal congruence
- Establishing and conveying your brand as a Financial Business Leader (individuals work on a vision to inspire their teams)
Making the most of individual difference in financial institutions today
- 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 (a series of exercises and questionnaires to identify personality traits)
- 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 impact in financial institutions
- Adapting your style to engage and convince others (individual exercise with feedback)
- High-impact presentations for Financial Institution managers (techniques and practice sessions)
Day 3: Managing Performance in Today’s Financial Institutions
Selecting the talent you need for financial institutions
- Selection techniques – choosing the right tool to meet the need
- Building the talent pool in your team
- Increasing your ‘hit rate’ at interview (Financial Institution case studies and pairs work)
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: essential skills and perspectives
- 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’ employees- talented but not motivated
Managing people crises in financial institutions today
- Managing re-structurings
- Dealing with underperformance (individual work with feedback)
- Giving ‘bad’ news (individual work with feedback)
Day 4: Crisis Management in Financial Institutions
Influencing with non- financial managers
- Gauging understanding of key messages
- Translating technical terms and jargon
- Using word pictures and metaphors
- Using personal financial examples to clarify
- Playback to ensure understanding
Leading change
- The change climate today
- The principles of effective change management
- Change case study
- Change in financial institutions- who gets it right, who gets it wrong?
- Techniques to support others through change
- Can you change another’s behaviour?
Managing conflict in today’s financial institutions
- Establishing the root causes of conflict
- Conflict modes
- Identifying your conflict style
- Exploring alternative approaches
- The stages of conflict: productive and unproductive
- The Power of Influence
- Mediation techniques (individual work with feedback)
Impact & influence in financial institutions
Case study: crisis in the Kitchen: problem-solving
Day 5: Career Strategies in Financial Institutions
The ‘art and science’ of team performance
- Teams are natural
- 21st Century team complexity
- Belbin’s hypothesis
- Why Team Roles matter
- Individual questionnaire and Team Role exercises
Leading a high-performance team
- Creating a balanced team
- Building team capability and performance
Exercise: team process
- Increasing your personal effectiveness within a team (individual learning review following exercise)
- Leading complex or non-traditional teams
Cross-cultural challenges
- Exploring the ‘unwritten rules’
- Effective cross-cultural communication
Driving your career in the 21st century financial institution
- 21st Century career patterns in stability and crisis
- Driving your development as a Senior Financial Manager
- Goal setting and Personal Development Planning
- Identifying life stages
- Time audits
- Setting meaningful personal and professional goals
Support resources for personal development planning in financial institutions
- Managing key relationships
- Finding development that works for you (supported pairs work)
- Exercise: personal Development Planning – approaches and formats
- Creating a support network
- Maintaining momentum and managing stress
- Creating a support network
Increasing impact
- Competitive team exercise
Programme review and personal change planning
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The Course Director brings 24 years of corporate banking and treasury experience. He began his career at Chemical Bank (now JP Morgan Chase) in New York, and rose within six years to become the Head of Chemical Bank’s Eastern European Region. He then moved to Mobil Oil Corporation, working in corporate treasury and tax, and became head of Mobil’s overseas banking relationships and inter-company lending. He was sent to London as Corporate Treasurer of Mobil Oil Company Ltd., responsible for treasury, insurance and customer credit and 22 executives. He then became Treasurer for Northern Europe.
He was Group Treasurer of Forte PLC for 8 years and Group Treasurer of The Thomas Cook Group (treasury & turnover $20 billion and treasury profit $24 million annually) for 3 years, managing a team of 55 treasury and trading professionals. He was also responsible for the treasury staff training and development. For the last 14 years he has worked as a Course Director, coach and consultant across a breadth of business sectors and covering most management topics.
He got his BA Degree from Yale University and an MA in International Economic from Fletcher School of Law and Diplomacy.
Courses run by this instructor
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