Chartered Banker Annual Banking Conference 2023

Bill needs little introduction to Institute members, as he is the immediate Past President and a Fellow of the Chartered Banker Institute.  Bill is Principal of McCall & Partners, a corporate finance advisory business he founded in 1999. He is a seasoned independent Director and has been Chairman of more than 50 private equity backed companies in the UK, Nordic region and North America.  Following his early career at Clydesdale Bank where he passed the Institute exams, Bill joined stockbroker Campbell Neill & Co, and was elected an Individual Member of the London Stock Exchange in 1990. He is a former Director of Charterhouse Tilney and of merchant bank Singer & Friedlander.

With a career that spans medical research, leadership roles in education and banking, Dame Susan was the first woman to head a UK or European bank as chief executive of Lloyds TSB Scotland, plc. She chaired the Chartered Banker: Professional Standards Board from inception and subsequently the Financial Services Culture Board. She chairs GEFI which is delivering its Path to COP28 campaign in the UK and the UAE and helped develop numerous social finance and impact investing entities in the US and the UK.

She also chairs the boards of Scottish Water, Business Stream, North American Income Trust, and was previously a Director of the Bank of England, SSE plc, J. Sainsbury.  She was founding Chair of Scotland’s official independent economic and fiscal forecaster and recently joined the Board of the UK’s Office for Budget Responsibility. Alongside a number of honorary degrees and professional fellowships, Susan is a Freeman of the City of London. 

Maryke Luijendijk-Steenkamp is Assistant Vice-President at Dubai International Financial Centre (DIFC) where she heads up the DIFC Academy, an institution that offers training and education to the DIFC community and beyond.

Prior to this she was an Education Advisor and before that she held roles of Program Director for the Executive MBA at American University in Dubai - a program she successfully designed and launched and of Director of Marketing and Admissions for the top-ranked MBA program portfolio at Rotterdam School of Management, Erasmus University (RSM). She has also worked in the UK and started her career at educational institutions in her native South Africa.

She holds a Bachelor of Commerce Degree in Communications Management, an Honors Degree in Industrial Psychology and a Master's Degree in Sustainable Development and Management, all obtained at the North-West University, South Africa. She is currently enrolled in a parttime Master's Degree in Education Leadership at the Graduate School of Education at Harvard University.

To connect with DIFC click here.

Dee Korab is a passionate advocate and advisor in sustainable finance. She is the founder of Sparkd, a sustainable finance consultancy helping lenders finance green and greening finance. She is an advisor to the board of Zero, the UK's first climate positive bank, and has a decade of experience in banking, having previously worked at HSBC, NAB and ANZ. In 2022, Dee's industry proposal to fund the climate transition of UK real estate earned her recognition as a finalist and audience prize winner at the Chartered Banker's Young Banker of the Year Competition. Currently, she fosters sustainable finance innovation as an entrepreneur in residence at Zinc, a VC-backed startup incubator. Dee aims to mobilise and direct private capital to support the transition to a sustainable, low-carbon world.

 

Carino Modan is a purpose-driven business and finance professional with over twenty years in the banking sector, specialising in shaping technology to serve client needs. His leadership across various financial institutions has allowed him to develop client-centric technological solutions, ensuring efficiency and compliance. As an executive lead, Carino's innovative approach to change management enhances standardisation and organisational efficiency, boosting corporate performance. His unique exposure to the African regions and a deep understanding of trust, culture, and language enables him to foster inclusion and bridge-building, making him a standout figure in leveraging technology for client success.

Tanya leads the development of the Institute’s portfolio of qualifications, education, and training, ensuring they are supporting the needs of professional bankers globally. Her remit includes delivery of the Institute’s strategic vision with continued growth and utilization of the Institute’s Principles for Responsible Banking (PRB) Academy.

In joining the Institute, Tanya brings over 25 years of banking experience from NatWest and RBS, with skills and capabilities across Learning and Development, Professional Qualifications, Digital enablement, Leadership and most recently CX and EX. She is a certified SAFe 5 Agilist and Executive Coach.

Dr Viktor Dörfler is Associate Professor of AI Strategy at the Strathclyde University Business School, Glasgow, UK.  As a practitioner, he spearheaded the development of AI software, a knowledge-based expert system shell, compared various AI solutions, and explored the validity of AI. 

Meanwhile, his scholarly research focuses on talent, creativity, and the grandmaster-apprentice relationship.  Viktor conducted in-depth open-ended interviews with 20 top scientists, including 17 Nobel Laureates, in order to understand the thinking of scientists at the highest level of mastery.  His book What Every CEO Should Know About AI has been published by the Cambridge University Press in 2022 followed by the Turkish edition in 2023.

Martin McDonnell is a veteran in design, (Ed)Tech, and start-ups, his passion for applying tech in meaningful and valuable ways is apparent in his latest platform Edify. Martin is the CEO and co-founder of Edify, a pioneer in digital realities. In 2000 Martin started his first business, Soluis, creators of 3D CGI and high-end digital media for the property, design, and construction sectors.

Martin is a recognised thought leader in pioneering the development of shared immersive solutions for education and enterprise that will transform the worlds of online work and learning.

Senior Consultant, Researcher & Lecturer, in the field of Economics and Sustainable Development; with more than 20 years of experience in consulting, lecturing, research, public and private policy advising on Sustainable Development and Climate finance; on the local, regional, and international level.

His consultations experience covers public policy and corporate consultations, the later includes; financial sector, health, telecom, ICT, F&B, Oil and Gas, construction, real-Estate, petrochemicals, Fertilizers, among others.

He received his MSc and Ph.D. from the faculty of economics and political science, Cairo university in cooperation with the Free University of Berlin, Germany, and has been a visiting lecturer among many universities; currently at the Maastricht School of Management (MBA) Program.

Connect with Ehab on LinkedIn here.

Robert is a Chartered Banker, a Chartered Accountant and a Strategy Consultant with over 17 years work experience across industries and multi-cultural environments. He has a deep understanding of the financial services industry having worked as a banker and management consultant in Ghana, Nigeria, England, Scotland and other West African countries.

Robert joined the Institute from KPMG where he was the Lead, Financial Services Strategy, Operations & Customer Solutions in the Management Consulting. Before joining KPMG, he was an Associate Director in the HNI clients’ segment at Standard Chartered Bank, prior to which he was Head of Consumer Banking Academy and Consumer Banking Management Committee Member at Standard Chartered Bank, Ghana.

Dr. Kok Ming Chin, Head of Regional Learning and Development at CIMB, boasts 18+ years of expertise in human capital development, with a 12-year stint at CIMB and a prior 12- year tenure at Pricewaterhouse Coopers. In CIMB, she spearheaded the set-up of a few academies (i.e. Leadership & Management Academy, Sustainability Academy, Digital & Data Academy) within CIMB's "University" to foster a future-ready workforce. Collaborating with Business Leaders, these efforts earned CIMB prestigious accolades, such as the Gold Award at the HR Excellence Awards in 2017 and EXA 2023's Best In-House Learning Academy, alongside CIMB Bank Berhad's Human Resources Minister Award in 2022. Her commitment to shaping a dynamic and forward-looking workforce defines her distinguished career.

The Asian Institute of Chartered Bankers (AICB) is the sole professional body for Malaysia’s banking industry with over 34,000 members and growing across 10 countries. The Institute aims to raise professional standards and the level of knowledge and competence of the banking workforce through its professional membership and qualifications. AICB members comprise individual members and corporate members.

AICB website 

GEFI is a non-profit based in Scotland with a global footprint. We are dedicated to enabling finance to deliver positive change and help achieve the UN's Sustainable Development Goals by curating conversations and delivering practical projects.

Since the Ethical Finance Round Table series was founded in Scotland in 2010, we have grown into a leader in ethical finance, with a global network of over 10,000 contacts.

Our flagship annual Ethical Finance Summit has become a leading global platform for open, honest, and progressive discussion and debate, while our Path to COP26 campaign brought together stakeholders from across finance for the Glasgow climate summit.

Our core team has expertise in corporate finance, ethical finance, faith-based finance, sustainability, economics, banking law & governance and communications. We are guided by our Global Steering Group (GSG), which brings together leaders from around the world, across finance and beyond, to support our dynamic team based in Scotland.

GEFI Website 

UNEP Finance Initiative brings together a large network of banks, insurers and investors that collectively catalyses action across the financial system to deliver more sustainable global economies.

For more than 30 years the initiative has been connecting the UN with financial institutions from around the world to shape the sustainable finance agenda. We’ve established the world’s foremost sustainability frameworks that help the finance industry address global environmental, social and governance (ESG) challenges.

Convened by a Geneva, Switzerland-based secretariat, more than 500 banks and insurers with assets exceeding US$170 trillion work together to facilitate the implementation of UNEP FI’s Principles for Responsible Banking and Principles for Sustainable Insurance, as well as three UN-convened net-zero alliances. Financial institutions work with UNEP FI on a voluntary basis and we help them to apply the industry frameworks and develop practical guidance and tools to position their businesses for the transition to a sustainable and inclusive economy.

Founded in 1992, UNEP FI was the first organisation to engage the finance sector on sustainability and incubated the Principles for Responsible Investment, now the world’s leading proponent of responsible investment.

Today, we cultivate leadership and advance sustainable market practice while supporting the implementation of global programmes at a regional level across Africa & the Middle East, Asia Pacific, Europe, Latin America & the Caribbean and North America.

 

To find out more about UNEP FI click here.