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To see the event format, directions and a map please click here.
* Non-Member Registration is £95 + VAT (refunded upon joining)
| Date: | Monday 22/10/07 |
| Title: | Managing technology change in the financial services industry - a personal view |
| Speaker: | Ann Cairns, Chief Executive Officer, Transaction Banking, ABN AMRO |
| Registration: | Member or Non-Member* |
Ann Cairns runs the global product business unit that develops and delivers payments, liquidity management, trade and supply-chain services and card products to ABN AMRO's clients. The transaction banking unit operates in 60 countries worldwide, and Cairns is currently based in London. She joined ABN AMRO in 2002, where she was instrumental in creating the bank's working capital business, a comprehensive service for major corporate and financial institution clients. Before joining ABN AMRO, Cairns held a number of senior positions in corporate and investment banking in her 15 years at Citigroup, culminating in the role of chief operating officer for the bank's e-business activities. Cairns began her career as a research engineer with British Gas, as the first woman offshore engineer in Britain.
| Date: | Monday 05/11/07 |
| Title: | Role of Banks in Promoting Financial Inclusion |
| Speaker: | Brian Pomeroy CBE, Chairman of the Payments Council |
| Registration: | Member or Non-Member* |
Brian Pomeroy is Chairman of the Payment Council. Formerly Senior Partner of Deloitte Consulting, he now holds a number of public, voluntary and private sector appointments. He is Chairman of the Treasury's Financial Inclusion Taskforce, a member of the National Lottery Commission (having been its Chairman in 1999/2000 and 2002/03) and a member of the Audit Commission. He is also a member of the Financial Reporting Review Panel, a director of the Social Market Foundation and a trustee of the Money Advice Trust. He was appointed a CBE in 2006.
| Date: | 12-16/11/07 |
| Title: | The Financial Services Club Conference The Global Retail Bankers' Leadership Summit |
| Venue: | The Mandalay Bay Resort, Las Vegas, USA |
| Registration: | Member or Non-Member* |
The Financial Services Club is pleased to be running the Second Retail Banking International Leadership Summit, an invitation-only gathering of retail banking executive management from the largest American, European and Asian institutions. The Summit this year promises to be exceptional with speakers from Wells Fargo, Washington Mutual, New England Credit Union, Linden Labs, Senteo and New Ground. Alongside these Club speakers is the BAI Retail Delivery conference with Alan Greenspan, Steve Forbes and Bob Geldof. This year promises to be an exceptional event. This event is limited to senior members of the banking community and is priced at £1,750 inclusive of dinners, conference registrations ($1,695) and the Financial Services Club workshops.
| Date: | Monday 19/11/07 |
| Title: | Capital Markets Club: 'FIX Protocol - Fit for the Future?' |
| Registration: | Member or Non-Member* |
The FIX Protocol Group join the Financial Service Club to discuss where FIX is going in the future, and debating areas from Algo Trading through to Security Standards and issues in the pre- and post- trade world as well as, obviously, the world after MiFID.
| Date: | Thursday 22/11/07 |
| Title: | Supply Chain Forum: Which Technologies should Banks focus upon in the Supply Chain? |
| Registration: | Member or Non-Member* |
Do banks fully understand the benefits that today's technologies can bring to deliver real benefits and value to their customers? Today's infrastructures are developed around outdated technologies and store and forward messaging: how can we safely optimise the internet and mobile technologies to create a more efficient distribution process?
| Date: | Monday 26/11/07 |
| Title: | The future of economic crime investigation within the city and beyond |
| Speaker: | Detective Chief Superintendent Steve Wilmott, Head of Economic Crime Unit, City of London Police |
| Registration: | Member or Non-Member* |
Steve Wilmott has recently been appointed as Detective Chief Superintendent with responsibility for the Economic Crime Unit (ECD), which also includes the Financial Investigation and Cheque and Credit Card Units. The City of London Police is the only force in the U.K. that regards economic crime as a priority, devoting around 10% of its staff resources (85) to the prevention and investigation of this form of criminal activity. Mr. Wilmott was previously the Basic Command Unit (BCU) Commander of the Specialist Crime Organisation. Before that he was Commander at Bishopsgate Division and held this role between December 2000 and January 2003. Prior to his role at ECD, Mr Wilmott was Deputy Head of the City of London Fraud Squad between May 1998 and December 2000. Detective Chief Superintendent Wilmott also served for a period of over six years with the National Criminal Intelligence Service in a number of roles in a regional and national capacity.
| Date: | 28 - 30/11/07 |
| Title: | The Financial Services Club Conference in partnership with VIB Events |
| Venue: | The Regulation, Risk and Compliance Forum, the Grove Hotel, Watford www.rrc-forum.com |
| Registration: | Member or Non-Member* |
This event will discuss and debate how investment in technology can be regarded as a way of adding value and achieving optimal ROI across an enterprise. Delegates attending will include senior executives and industry leaders from international banks and financial institutions including:
- Maria Velentza, Deputy Head of Securities Markets Unit, European Commission
- David Bagley, Global Head of Compliance, HSBC
- Tom Buschman, CEO and Chairman, TWIST
- Ken Farrow, Director, Fraud Services, Control Risks
This event is free for senior members of the banking community.
| Date: | Monday 03/12/07 |
| Title: | The Insurance Group: 'The future of insurance distribution' |
| Speaker: | Robin Phipps, former Group Executive Director UK Operations, Legal & General |
| Registration: | Member or Non-Member* |
Robin joined Legal & General in 1982 from British Gas and was appointed IT Director in 1985. He was appointed to the Board as Group Director (Sales and Marketing) on 1 January 1996 and became Group Director (Retail Business) on 1 July 1999. He was appointed Group Director (UK Operations) on 1 January 2001 and he became Group Executive Director (UK) on 17 March 2006. After 25 years of excellent service, Robin stepped down from the Board of Legal & General in July 2007. He is an ABI Board Director.
| Date: | Tuesday 11/12/07 |
| Title: | The Financial Services Club's Quarterly Technology Briefing |
| Registration: | Member or Non-Member * |
A discussion of the key banking technologies for the future with Merlin Stone and Bryan Foss
Where is Grid Computers, Social Networking, Unlimited Bandwidth, Web 2.0, Convergence, Broadband TV, Virtualisation and all the tech stuff in the world leading to? More importantly, what does it mean for banks? Two of the UK 's leading experts in the area of connecting technology and customers provide their unique insights to tell us the future of technology in banking.
Merlin Stone is one of the UK's leaders in CRM, database marketing and customer service techniques. The Chartered Institute of Marketing listed him in 2003 as one of the world's top 50 marketing thinkers, while NOP World nominated him in 2004 as one of 100 most influential individuals for their input and influence on the development and growth of e-commerce and the internet in the UK over the last 10 years. Merlin is a director of WCL Ltd, a provider of services to the public sector, The Database Group Ltd, which manages client company's customer databases and NowellStone Ltd, a recruitment, search and selection company. He is the author of many articles and thirty books on marketing and customer service, including Up Close and Personal - CRM @ Work, Customer Relationship Marketing, Successful Customer Relationship Marketing, CRM in Financial Services, Key Account Management in Financial Services, The Customer Management Scorecard, Business Solutions on Demand, Consumer Insight and Marketing Revolution. He is a Founder Fellow of the Institute of Direct Marketing, a Fellow of the Chartered Institute of Marketing and a member of the Market Research Society's Publications Committee.
Bryan Foss has worked independently from mid 2005 after leading an IBM business providing and integrating Customer Insight and Front Office Customer Management solutions for Financial Services companies globally. Bryan is a non executive director, audit board member, chair of client standards and external change programme adviser with the UK Government Department for Work & Pensions. He is also an adviser to the CEO and board of Washington based Q.Know Inc, USA, the Customer Essential consultancy and online market research company The Halo Works. Bryan is a Chartered Marketer and Fellow of the Chartered Institute of Marketing (CFCIM), Member of the Institute of Direct Marketing (MIDM), Chartered Engineer (C Eng. Information Systems), Fellow of the British Computer Society (FBCS) and Chartered IT Professional (CITP), as well as a Freeman of the City of London and member of the Marketors Livery Company. Bryan has authored several books, including recent publications 'Key Account Management in Financial Services' (B2B) and 'Consumer Insight'(B2C).
| Date: | Tuesday 18/12/07 |
| Title: | Members Christmas Party |
| Registration: | Member or Non-Member * |
Club members and speakers are all invited to join us for mince pies, mulled wine, Christmas carols, a charity auction and some fun and games to ring out the old and bring in the new.