• Thursday, 10 October 2019, Philippines
  • +6329851551

Calibrating your Digital Finance Strategy RoadMap Workshop

Wednesday, 9 October 2019, Manila, Philippines

  • TIME
  • AGENDA
09:00 – 10:00

Developing a Set of Belief Statements that can be translated into a Strategy Map

“What do I believe will be the future of finance”

“What are the key elements that will define that future”

“What are my opinions on Peer to Peer, End of intermediation, Payments, Blockchain and other immediate and long term trends”


10:00 – 10:30

Tea/Coffee break


10:30 – 11:00

The Technology Trend

-From core banking to cloud, Open sourcing, APIs


11:00 – 12:00

Benchmarking my peers and best-in-class

-Who and what to look out for - Market share, Speed, Seamless


12:00 – 13:00

Luncheon Break


13:00 – 14:00

Transforming the Balance Sheet

-from NIM to Fees, a look at institutions transforming their balance sheets


14:00 – 14:30

Partnership, collaborations, Supply Chains and APIs


14:30 – 15:00

Tea/Coffee break


15:00 – 16:00

Calibrating your own organisation’s journey

-Scorecards, culture, employee configuration


16:00 – 17:00

Planning your own Roadmap


The one day “Digital Finance Strategy Roadmap Workshop” will help your senior managers develop digital roadmaps for your organisation, or for those who have developed their roadmaps but wish to validate it against constantly changing global trends and issues.

Emmanuel Daniel

Award winning writer and founder of The Asian Banker, Emmanuel has a background in management consulting with access to some of the leading chairmen, CEOs, policy makers and entrepreneurs around the world. He has designed and delivered numerous training and consulting projects around the world and served on several government advisory councils, consulting with banks on investor/ media relations and strategy formulation. His first book "On the eve of Finance 5.0" will be published soon.

Richard Hartung

Richard Hartung is currently managing director of Transcarta and international resource director of The Asian Banker with over 20 years of experience in the payments & consumer financial services industry. He has held senior roles for financial institutions including Citibank, Mastercard International, and OCBC Cards. Mr. Hartung is a consultant in the areas of retail banking, cards and payment products to financial institutions, service providers, and software companies throughout the Asia Pacific region.

Wilson Chia

Wilson Chia is a highly seasoned banker with over 30 years of experience in the financial services industry. He is a banking consultant/advisor in ASEAN on Organisation Strategy/ Transformation, Risk Management and Financial Planning. Prior to this, he was EVP of Fullerton Financial Holdings (FFH) at Temasek Holdings as the head of SME and Commercial Banking, overseeing portfolios across emerging markets. Before joining FFH, Wilson worked at Standard Chartered Bank, most recently as Regional Head of Consumer / SME Banking in South East Asia.

Developing the Digital DNA For Your Organisation Workshop

Wednesday, 9 October 2019, Manila, Philippines

Make your employees agents of change in a transforming world

Understanding digital transformation to stay ahead of the competition has always been highly sought after. Today it is possible! You will build a plan for the future by yourself, with our help.

Companies find themselves struggling to keep up with developments in this fast changing world. Technology evolves so fast, it is difficult to follow every development. Keeping up is an important part of doing business, but if the employees are not able to transform themselves, change is bound to fail. How come others like startups and tech companies are better able to cope with these changes? How come technology companies seem to have thriving, agile cultures and to attract enough top talent, when banking culture is considered old fashioned?

The answer is in to increase the change capabilities of your staff, like being curious, inquisitive and innovative. Part of this is developing the willingness to take (calculated) risks. This change will require a new mindset for both employees and leaders, especially in control based environments like banking. This workshop has been developed by some of the most experienced change agents in the financial world.

Delegates attending this one-day workshop will gain complimentary access to Finance Philippines 2019– designed for senior executives from retail banks, financial institutions, insurance, fintech and large technology companies to come together for a day of intense discussions on the key developments in the financial services and retail banking sector.

Developing the Digital DNA For Your Organisation - Workshop

Thursday, 10 October 2019, Manila, Philippines

  • TIME
  • AGENDA
09:00 – 10:30

Welcome Remarks & Introduction

Fundamentals of Change and Transformation

Understanding the

Why, what and how of change processes

History, differences and uses of models

Interconnectivity of technology and transformation


10:30 – 11:00

Coffee/tea break


11:00 – 13:00

Dissecting (digital) change in the different dimensions

Introducing a framework for assessing your own change challenges

Vivid examples of change gone wrong/not handled correctly

Vivid examples of change gone right

Self-assessment exercises


13:00 – 14:00

Lunch


14:00 – 15:30

Making tough choices in the face of transformation

Transformation requires choice. Participants will identify the most important trilemma’s with a connected game.

How making clear choices can hack culture in such a way that the transformation will be carried by the employees, not enforced by the managers.


15:30– 16:00

Coffee/tea break


16:00 – 17:00

Writing your own change plan

This plan will help you and your team to deal with (digital) change the day you come home from the conference. With a special change tool, you are able to identify key challenges, solutions and connected metrics to execute a successful change.


17:00

Feedback/End of workshop


Meet the Workshop Trainer:
Jaspar Roos, Founding Partner, Limpid & Co.

Jaspar is a renowned international authority in the field of innovation, transformation and trends. Jaspar has led and contributed to over 100 digital innovation & transformational projects in different industries throughout the world. He is considered a pioneer in topics as new financial technology, innovation and human driven cultures. His experience spans from running a corporate innovation unit (Chief Inspiration Officer at ABN Amro) to launching digital ventures. With his Advisory Group Limpid & Co and toolkit builder company PlaybookToolkit, he advances change around the world.