Membership Forum to enhance professionalism for bankers

  • 7 June 2019
  • News | Press release

The Chartered Banker Institute recently launched a new Membership Forum (the Forum) to provide an opportunity for a much larger and more diverse group of members to get involved in the governance of the Institute. This Forum also plays an important role in promoting the benefits of membership within banking.

Meeting for the first time, last week, in Edinburgh, the Forum is Chaired by David May FCBI, Director of Learning and Development at RBS. Thirty members, recruited by open selection from across our membership, based on expertise, experience and skills, join Mr May on the Panel.

Our Institute – the first institute of bankers in the world - was founded one hundred and forty-four years ago, in 1875, as the Institute of Bankers in Scotland. To mark our centenary in 1975, we received our first Royal Charter and became the Chartered Institute of Bankers in Scotland. At the end of last year, the award of the Institute’s new Royal Charter established our Institute as the Chartered Banker Institute, the UK’s professional body for bankers with growing global impact and influence.

The new Royal Charter also modernised our Institute’s governance and recognised the collective efforts of our Council, staff, supporting banks and our 33,000 members to enhance and sustain professionalism in banking in recent years.

Later this month, at our AGM, the Institute’s Council will be replaced by a new Board of Trustees. One of the Forum’s principle tasks is to advise the Board on matters relating to membership and on the development of the Institute’s strategic plans.

David May FCBI, Chair of the Membership Forum commented:

“The Membership Forum is a new innovation which puts individual members at the very heart of the Institute and will provide input and advice to the Board of Trustees and the senior leadership team. It underscores the Institute’s purpose to educate and professionalise the sector for the public interest.

I was humbled and inspired by the passion, insight, interest, ideas and commitment that our diverse Forum members brought to our inaugural meeting and delighted to be their Chair as we work together to help the Institute and its members become the best they can be.”

Helen McKay FCBI, Vice-Chair of the Membership Forum added:

“I am delighted to be involved in this significant change to the governance of the Institute, which will ensure that our members can help to shape and influence our future.

This is a great opportunity to understand what our members’ views are and to gather thoughts and ideas about what they want from the Institute.”

Simon Thompson, Chief Executive of the Chartered Banker Institute further added:

“The newly created Membership Forum is an exciting development for the Institute. It is a true reflection of the 33,000 members we have in the UK and abroad.

I am sure the Forum will be a great asset to the Institute, ensuring that members’ views are appropriately reflected in the direction and activities of the Institute.”

Matthew Ball

Matthew Ball

Head of Public Affairs, Policy & Communications


Matthew is responsible for leading the implementation of the Institute’s strategic and operational plans for public affairs, communications and thought-leadership.

Matthew has over 20 years’ experience working as a senior Parliamentary/Political Affairs Professional with a wealth of skills across all areas of public affairs, joining the Institute in 2015 to help raise its profile with key stakeholders. Matthew has worked for MPs, co-founded a public affairs agency and run think-tanks providing him with considerable knowledge of the operations of regulators and government. He is also an expert in the UK Parliamentary Process.

Matthew was Administrative Secretary to the All-Party Parliamentary Group for Building Societies and Financial Mutuals between 2003 and 2013 and immediately prior to working for the Institute, was Chief Executive of the financial services think-tank, New City Agenda.

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