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ISB Annual Report 2009 with outlooks on 2010
 

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    ISB Annual Report 2009 with outlooks on 2010 ISB Annual Report 2009 with outlooks on 2010 Document Transcript

    • ISB Annual Report 2009 with some outlooks on 2010 “Excellent opportunity to broaden my knowledge about Social Banking and Finance.” Ergo Themas, Social Bankers AS, Estonia, participant of the seminar “Social Banking in Practice”. Institute for Social Banking - April 2010 Katharina Beck - www.social-banking.org
    • Content About the Institute for Social Banking (ISB).................................................................................................... 3 Mission ...................................................................................................................................................... 3 Members ................................................................................................................................................... 3 Target audience ......................................................................................................................................... 3 Education ......................................................................................................................................................... 4 MA (Master of Arts) in Social Banking and Social Finance ........................................................................ 4 International Summer School on Social Banking ...................................................................................... 4 International Social Bankers Introduction Seminar ................................................................................... 5 ISB Annual Report 2009 First ISB Experts Seminar | Start of the ISB Experts Seminar Series ......................................................... 5 Lecture Series “Responsible Finance” ....................................................................................................... 6 First ISB Round Table ................................................................................................................................. 7 Seminar: “Socially oriented Finance” ........................................................................................................ 7 Seminar: “Social Banking in Practice” ....................................................................................................... 8 Dr. Sven Remer (ISB) lecturing at Pupils’ Academy ................................................................................... 8 Research ........................................................................................................................................................... 9 Launch of the ISB Paper Series .................................................................................................................. 9 Development of first Bachelor Elective on Social Banking worldwide .................................................... 10 Development of the Book: “Social Banks and the Future of Sustainable Finance”................................. 10 Literature, media and research ............................................................................................................... 10 ISB People News ............................................................................................................................................ 10 Katharina Beck (Staff) .............................................................................................................................. 11 Frans de Clerck (Supervisory Board) ....................................................................................................... 11 Mirjam Fochler (Staff) ............................................................................................................................. 11 Julian Kühn (Managing Director) ............................................................................................................. 11 Els Verhagen (Supervisory Board) ........................................................................................................... 11 Olaf Weber (Supervisory Board) ............................................................................................................. 11 General staff information ........................................................................................................................ 12 Awards and communications ........................................................................................................................ 12 ISB awarded as UNESCO project. ............................................................................................................ 12 MA Social Banking awarded the Continuing Education Prize 2010. ........................................................ 12 Increase of (virtual) outreach of the ISB ................................................................................................. 12 Website re-launch and facebook ............................................................................................................ 14 Press ....................................................................................................................................................... 14 Financial Report ............................................................................................................................................. 14 Feedback in 2009 ........................................................................................................................................... 15 Associate with us ........................................................................................................................................... 16 2
    • About the Institute for Social Banking (ISB) The Institute for Social Banking (ISB) is a charitable association, focussing on education and research for Social Banking. Mission Through education and research, the ISB fosters awareness, knowledge and competences regarding Social Banking and Social Finance. The ISB is a worldwide renowned source of inspiration for change towards a socially and ecologically oriented banking and finance sector. ISB Annual Report 2009 Members In 2009, the ISB had 12 members, all European Social Banks and financial service providers. These are (in alphabetical order): • Alternative Bank Schweiz (Switzerland) • Banca Etica (Italy) • Cultura Bank (Norway) • Ekobanken (Sweden) • GLS Bank (Germany) • GLS Treuhand (Germany) • Hannoversche Kassen (Germany) • Hermes Österreich (Austria) • La NEF (France) • Merkur Bank (Denmark) • Stiftung Edith Maryon (Switzerland) • Triodos Bank (Netherlands) HERMES-Österreich Geistgemäße Geldgebarung Target audience With our training and research, we address future and current professionals in the banking and finance sector and other stakeholders, such as academics, students and the interested public. 3
    • Education A central part of the ISB’s activities are its training offers. Two core projects are the MA (Master of Arts) in Social Banking and Social Finance and the bi-yearly International Summer School on Social Banking. In addition, the ISB offers shorter seminars on various topics and for different audiences. MA (Master of Arts) in Social Banking and Social Finance Since 2009, students can start every semester with this part-time, three-years programme, where professionals from the banking and finance sector critically reflect on their every day business and academically develop ISB Annual Report 2009 their practice with an innovative method of action research. Since its launch in 2007, it was only possible to start with the MA Social Banking and Social Finance every two years. This has now been changed. The MA is offered in co-operation with the University of Plymouth, UK. Numbers Seven students began the course in 2009. In total, at the end of 2009, there were 16 active students from six different countries involved in the MA. www.social-banking.org/masters Be the change. Contact Katharina Beck, katharina.beck@social-banking.org, International Summer School on Social Banking In 2009, planning and organisation for the 3rd International Summer School on Social Banking, taking place from 18 to 23 July 2010 in Florence in Italy, has started. The School will focus on „Banking on values“ and ask „what values?“ these actually are. As banking is a social interaction, we will also link these discussions to our personal values. Goals The International Summer Schools on Social Banking provide a unique opportunity for interested and engaged people to meet and develop new perspectives on banking and finance. In addition to introducing Social 4
    • Education Banking in general, every Summer School addresses a main topic. Summer School now yearly! In 2009, we decided to organise a Summer School on a yearly basis (before, it was bi-yearly). After Florence in 2010, the next Summer School will take place in 2011. www.social-banking.org/summer-school Contact ISB Annual Report 2009 Katharina Beck, katharina.beck@social-banking.org International Social Bankers Introduction Seminar On 07 and 08 May 2009, the ISB organised an introduction seminar in Stuttgart for 18 new employees of socially oriented banks. Participants of the German GLS Bank, the ASB from Switzerland as well as the Ethical Banking Initiative of the Raiffeisenbank in Bolzano/Italy were attendant. The focus of this seminar was on “values in the controversy of employees, companies and customers”. The current relevance of this issue developed particularly out of the rapid growth of the value-orientated banking and finance sector. In consequence, a growing number of employees, who worked for common bank institutes by then, engage in this new branch. This causes questions, i. e. regarding the meaning of values for the mode of working in these companies, or in reference to the relation of customer-, employee- and company-values. Contact Dr. Sven Remer, sven.remer@social-banking.org. First ISB Experts Seminar | Start of the ISB Experts Seminar Series The first ISB Experts Seminar, taking place on 13 and 14 May 2009 in Rösrath, Germany, brought together seven ISB member institutions’ experts in personnel development. This seminar was the first one in the newly launched ISB Expert Seminar Series, an exclusive offer for ISB members. The new format brings together the leading professionals from the same functional areas in the respective organisations professionals in the member institutions of the ISB. 5
    • Education Goals of the Series The Series strives to support the effectiveness and efficiency of the success of the ISB members, by providing them a platform for intensive exchange and mutual learning. It is planned to have one Experts Seminar per year. Up-coming Experts Seminar focusses ISB Annual Report 2009 on Marketing and Social Media The next ISB Experts Seminar takes place on 27 and 28 October 2010 in Frankfurt, Germany, and focuses on Marketing and Public Relations. Contact Katharina Beck, katharina.beck@social-banking.org. Lecture Series “Responsible Finance” Together with the student initiative oikos Cologne, the ISB organised the first Lecture Series “Responsible Finance” at the University of Cologne, hosted by the Chair for Financial Management and supported by the Professional Centre of the University. The 13 weekly lectures took place in the Winter Term 2009/10 (October 2009 to January 2010). 38 BA students wrote an assignment on a “Responsible Finance” topic. The Series started with theoretical reflections on money, the financial system and the role of different agents in it and then introduced practical examples and trends of Responsible Finance, like regional currencies, Social Banks and Socially Responsible Investments (SRI). Selected speakers • Prof. em. Hans Christoph Binswanger, University of St.Gallen, Switzerland • Stefan Biskamp, World Future Council Finance Commission, Germany • Frans de Clerck, Triodos Bank and Global Alliance for Banking on Values, The Netherlands • Mirjam Fochler, Co-Founder of Chiemgauer e.V. and Institute for Social Banking • Norbert Matysik, Bundesbank (German Central Bank) • Prof. Dr. Harald Spehl, University of Trier, Germany 6
    • Education Contact Katharina Beck, katharina.beck@social-banking.org. First ISB Round Table On 24 November 2009 in Bochum, twelve invited guests discussed about “the Concept of Sustainable Development in Banking” in the first ISB Round Table. The focus was on the following three topics: • The relationship between economic performance and sustainable development, presented by Rainer Scheiwe, Hannoversche Kassen, Germany ISB Annual Report 2009 • The role of culture (as on pillar of sustainability) in banking, presented by Katharina Beck, Institute for Social Banking • The role of the time dimension in banking, presented by Julian Kühn, Institute for Social Banking The next ISB Round Table will take place in Autumn 2010, addressing “The relationship between Biographical and Financial Consulting”. Contact Katharina Beck, katharina.beck@social-banking.org. Seminar: “Socially oriented Finance” In this two days seminar, taking place on 04 and 05 December 2009 in co-operation with the Alanus Werkhaus in Alfter, Germany, the seven participants reflected on their personal relationship to money, banking and finance. With input, interactive and creative artistic sessions, they challenged their basic assumptions about money and its systems. Moderated by • Michael Lieberoth-Leden, tutor in the MA Social Banking • Sven Remer, Institute for Social Banking In February 2010, the group meets again to go on with their learning experience. Contact Dr. Sven Remer, sven.remer@social-banking.org. 7
    • Education Seminar: “Social Banking in Practice” This two days seminar, organised on 11 and 12 December 2010 in Bochum and Cologne by the ISB in co- operation with oikos Cologne, aimed to enable the participants to be change agents towards Social Banking. In case studies, elevator pitches, lectures, reflective sessions and creative exercises, the 16 participants, students and professionals from three different countries, learned how Social Banking works in practice. Speakers • Katharina Beck, Institute for Social Banking (moderation) • Dr. Sven Remer, Institute for Social Banking ISB Annual Report 2009 • Stephan Schaller, triple innova consultants, Germany • Dr. Olaf Weber, Alternative Bank Schweiz, Switzerland Contact Katharina Beck, katharina.beck@social-banking.org. Dr. Sven Remer (ISB) lecturing at Pupils’ Academy On 26 March 2009 in Brückeberg, Germany, Dr. Sven Remer (ISB) talked and discussed with approx. 50 pupils about “Trust vs. greed” and what role “soft factors” play for banks and consumers. His contribution was embedded in the Pupils’ Academy Schaumburg on the topic “Crisis, what crisis?”. The co-operation with the Pupils’ Academy is carried on further and will go on in 2010. Contact Dr. Sven Remer, sven.remer@social-banking.org. For all seminars, visit the website: www.social-banking.org/en/isb-seminars/ 8
    • Research Beyond practical experience in existing Social Banks, theoretical and empirical research on Social Banking and Social Finance is very scarce until today. The ISB tries to fill this gap between practice and academic research and teaching on Social Banking and Social Finance. www.social-banking.org/en/researchteaching/ Launch of the ISB Paper Series In July 2009, the “ISB Paper Series – Selected Research Papers on Social Banking and Social Finance” was launched. This Paper Series strives to promote a deeper understanding of the topic of Social Banking and ISB Annual Report 2009 Social Finance and to inspire discussions with the published working papers. The published papers in 2009 were: • No. 1: “How moves to stabilise credit markets in the UK have prioritised mainstream finance over social finance”, by Stuart Field. • No. 2: “Discussions and recommendations for the enhancement of annual reporting by a public company with an innovative shareholding structure”, by Christian Hiß. • No. 3: “The lifestyle of health and sustainability as challenge to the customer dialogue concept of a specific social-ecological institution”, by Axel Bend, Karen Faust, Benjamin Mettbach. The Paper Series is published on a bimonthly basis. www.social-banking.org/en/researchteaching/isb-paper-series/ Contact Katharina Beck, katharina.beck@social-banking.org. Characteristics of the MA Social Banking and Social Finance 9
    • Research Development of first Bachelor Elective on Social Banking worldwide In 2009, Dr. Sven Remer started to develop the first Elective Module on „Social Banking“ in a Bachelor Programme worldwide. He based his work on existing literature, but also designed new approaches. Starting in the Spring Term 2010, it will be taught to Business Students at the Alanus University of Arts and Social Sciences, Germany. www.social-banking.org/en/researchteaching/bachelor-module-social-banking/ ISB Annual Report 2009 Contact Dr. Sven Remer, sven.remer@social-banking.org. Development of the Book: “Social Banks and the Future of Sustainable Finance” In a joint effort, ISB Supervisory Board president Prof. Dr. Olaf Weber and Dr. Sven Remer in 2009 developed the idea for an edited publication on “Social Banks and the Future of Sustainable Finance”. The book that will be published in 2010 by Routledge, addresses students and experts who want to understand the basic concepts, products and services of social and ethical banking. It contains chapters on the history and background of Social Banking, products and services, organisation and human resources and on future developments. Thus the book will deliver the basic academic background for the main aspects of social banking. Contact Prof. Dr. Olaf Weber, oweber@uwaterloo.ca. Literature, media and research Also in 2009, we were constantly involved in writing and research about Social Banking and Social Finance, both on an academic level and also in relevant media. The written assignments of the MA Social Banking students additionally contribute to the further development of academic papers on Social Banking and Social Finance. Part of our work is the constant up-date of a literature list on Social Banking. www.social-banking.org/en/researchteaching/literature-articles/ Contact Dr. Sven Remer, sven.remer@social-banking.org. 10
    • ISB People News Katharina Beck (Staff) Since February 2009, Katharina Beck is working for the Institute for Social Banking where she is responsible for communications, develops and manages several projects and organises the Summer School 2010. She started with a 50% job and now works 80% for the ISB. Before joining the ISB, in 2008, she was president of oikos International – students for sustainable Economics and Management in St.Gallen, Switzerland. In 2007, she graduated in Regional Sciences of Latin America (Political Sciences, International Law, History and Languages) at the University of Cologne. Katharina writes at www.kathas-welt.de about sustainable lifestyles and ISB Annual Report 2009 lives in Cologne. Frans de Clerck (Supervisory Board) At the ISB Supervisory Board Meeting on 05 May 2009 in Bochum, Germany, Frans de Clerck, former president of the ISB Supervisory Board, resigned from his office. We thank him a million for his incredible engagement for the ISB. Mirjam Fochler (Staff) In July 2009, Mirjam Fochler, Economics student at University of Witten/Herdecke, Germany, joined the team. In 8 hours per week (20%), she supports the ISB in establishing a contact data base, up-dating the website and organising the Summer School 2010. Mirjam has co-founded the regional currency Chiemgauer e.V., during her time at high school. Julian Kühn (Managing Director) Julian Kühn, since the foundation of the ISB in 2006 being in a double-role as Member of the Board of GLS Treuhand (80%) and as Managing Director of the ISB (20%), decided to abandon its task at GLS Treuhand and to concentrate on his work at the ISB, starting on 01 July 2010. Els Verhagen (Supervisory Board) At the ISB Members Meeting on 05 May 2009 in Bochum, Germany, Els Verhagen, HR manager at Triodos Bank, was elected as new member in the ISB Advisory Board. Olaf Weber (Supervisory Board) At the ISB Supervisory Board Meeting on 05 May 2009 in Bochum, Germany, Olaf Weber, representing the Alternative Bank Schweiz, was elected as new Chairperson of the Board. 11
    • ISB People News General staff information • Dr. Sven Remer, Academic Director, Project Management (60%, 20% training and 20% parental leave). • Anja Hauser, Masters Coordinator (33%). Awards and Communication ISB Annual Report 2009 ISB awarded as UNESCO project. In September 2009, the Institute for Social Banking was awarded by the German UNESCO Commission as official project of the UN Decade “Education for Sustainable Development”. Contact Katharina Beck, katharina.beck@social-banking.org. MA Social Banking awarded the Continuing Education Prize 2010 Already in December 2009, the news reached us: On 18 March 2010, the MA in Social Banking and Social Finance (MASB) will be awarded the Special Prize of the Continuing Education Innovation Awards 2010 by the Federal Institute for Vocational Education (BIBB) for „accessibility between vocational training and higher education“. The award’s patron is the Prime Minister of North Rhine- Westphalia, Dr Jürgen Rüttgers. www.social-banking.org/en/news/article/nr/278/ Contact: Katharina Beck, katharina.beck@social-banking.org. Increase of (virtual) outreach of the ISB In 2009, the ISB became more visible, according to the amount of requests received throughout the year. This trend can best be seen in the increase of the visits of the ISB’s website www.social-banking.org and its subpages. Also regarding in-going phone calls and requests via email, there has been a huge increase of interest for the ISB compared to 2008, even though we have no recorded numbers on phone calls and emails. 12
    • Awards and Communication Website numbers Comparing December 2008 with December 2009, we can resume the following numbers for the website www.social-banking.org: Unique visitors No. of client hosts (IP addresses) who came to visit the site (and who viewed at least one page), (see fig. 1): Increase by 295 % (Dec 2008: 539 => Dec 2009: 1.590) ISB Annual Report 2009 Figure 1: Unique visitors (No. of client hosts (IP addresses) who came to visit the site (and who viewed at least one page)) of www.social-banking.org and its subpages from Dec 2008 to March 2010. Source: own elaboration on the basis of website statistics. Page views No. of times a page of the site is viewed (sum for all visitors for all visits), (see fig. 2): Increase by 266 % (Dec 2008: 2.716 => Dec 2009: 7.215) Figure 2: Page views (No. of times a page of the site is viewed (sum for all visitors for all visits)) of www.social-banking.org and its subpages from Dec 2008 to March 2010. Source: own elaboration on the basis of website statistics. 13
    • Awards and Communication Website re-launch and facebook In June 2009, the website www.social-banking. org was partly re-launched. In the focus stood the introduction of a third, interactive column on the right side, a new news item and in general, a more coherent online style using the same colours, more pictures, movies (when possible) and bullet points. ISB Annual Report 2009 www.social-banking.org In addition to the ISB’s website, in December 2009 a facebook fan page was created. In April 2010, the ISB has 201 fans. Go to the ISB Facebook page Press Mostly in German speaking newspapers and platforms, there have been several articles and interviews about and with the ISB in 2009. Amongst them are the BNE-Journal (magazine of the UN-Decade Education for Sustainable Development), Deutschlandradio Kultur, Glocalist, Die Wochenzeitung (WOZ), www. nachhaltigkeit.org and Sozialimpulse. www.social-banking.org/en/the-institute/press/ Contact Katharina Beck, katharina.beck@social-banking.org. Financial Report Income 201.000 EUR • Member Institutions 81.000 EUR • Foundations 43.000 EUR • Seminar Fees 73.000 EUR • Other 4.000 EUR Epenses 199.000 EUR Contact Julian Kühn, julian.kuehn@social-banking.org. 14
    • Feedback in 2009 ISB Annual Report 2009 • “We would come again next year!” Participants of the ISB Experts Seminar Personnel Development. • “Excellent opportunity to broaden my knowledge about social banking/finance subject.” Ergo Themas, Social Bankers AS, Estonia, participant of the seminar “Social Banking in Practice”. • “You help to create a better world with a social and responsible banking sector.” Moufid Damane, banker and student of Economics at the University of Cologne, Germany, participant of the seminar “Social Banking in Practice”. • “To reflect on yourself and your work on an academic level provides an incredible potential for change.“ Andrea Valdinoci, financial consultant at GLS Trauhand, Germany, and student in the MA Social Banking and Social Finance. 15
    • Associate with us Get involved • As a member (if you are an organisation closely linked to Social Banking) • As a financial supporter (donation or official support) • As a participant in our programmes • Registering for our newsletter (at newsletter@social-banking.org) • Staying up-to-date at www.social-banking.org • Joining the ISB fan page on facebook ISB Annual Report 2009 • Or just write or call us personally (see addresses above) or at info@social-banking.org or 0049 (0)234 5797-185. Bank account The Institute is a charitable association under German law. Institute for Social Banking e.V. Support us Account number: 4018 783 400 • BLZ: 430 609 67 GLS Gemeinschaftsbank eG Bochum IBAN: DE74 4306 0967 4018 783 400 • BIC: GENODEM1GLS Address Institute for Social Banking e.V. Christstr. 9 44789 Bochum Germany www.social-banking.org Questions on this Annual Report? Get in touch with Katharina Beck at katharina.beck@social-banking.org or 0049 (0) 234 5797-185 or sending a letter to the above mentioned address. Content, concept and design: Katharina Beck (katharina.beck@social-banking.org) and Patricia Ciecierski, June 2010. This Annual Report has been printed on 100% recycled paper and is carbon neutral. All CO2 emissions generated during paper manufacture and printing have been neutralised. Photograph and image credits: Institute for Social Banking. We intended to indicate the photographs and image sources as completely as possible. 16