Chris is a highly experienced program director and consultant leader with expertise in program and change management, business transformation, organization design, and integrating mergers and acquisitions. He has led complex programs for major financial institutions and in the UK energy sector. Chris specializes in project management, change management, organization restructuring, strategy development and implementation. He has experience assisting clients with strategic and operational change programs including reengineering business processes and implementing new IT systems and business initiatives.
What is Green Finance? How to structure a market to attrach green investments? Which are the instruments and mechanism to make it succesfull operative and monitorable?
An brief introduction to carbon credits and also its history and its use. Also brief introduction to the concept of green finance what it is and also glimpse of its used in the field.
Commercial banking relates to deposit-taking and lending
They provide services to corporate and individual customers
Some commercial banks have investment banking arms e.g. Bank of America Merrill Lynch
Commercial banks make their profits by taking small, short-term, relatively liquid deposits from retail savers and transforming these into larger, longer maturity loans e.g. in the form of business loans and mortgages
An investment bank provides a wide range of specialized services for companies and large investors
These include
Underwriting and advising on securities issues and other forms of capital raising
Advice on mergers and acquisitions and also corporate restructuring
Trading on capital markets
Research and private equity investments
An investment bank trades and invests on its own account
Investment banks deal mainly with corporate customers
Goldman Sachs and Morgan Stanley are the last remaining major Wall Street investment banking businesses
Commercial banks can provide investment banking services
The financial industry has historically
played a number of fundamental roles in
shaping the modern world.
The activities of the industry supported the development of
the free market, economic expansion, improving the quality of
life, personal and national security, and enabled individuals and
organizations to save and invest. Fulfilling these functions requires
the financial sector to constantly take care of its reputation
and trust in the financial system and respond to the changing
expectations of an increasing number of stakeholders. Today,
the industry is at a key point in its evolution. In the face of climate
change and the consequent changes in investment preferences,
stakeholders expect financial institutions to contribute to a
fairer and more sustainable world and to create a new face of
the financial services sector in which profit and social impact can
coexist.
Why now? The pandemic has reinforced the need to build
a sense of purpose, strengthen confidence in banks,
and help address global issues the economy faces, such
as transformation in the face of climate change. The
accumulation in the public debate of issues such as prosperity,
development, social responsibility, justice, conflict, security, ecology
and sustainable development has created a turning point in
history. To continue to grow, the financial services industry needs
to take care of making profits in tune with multiple stakeholders,
keeping consumers at the center of everything they do. And these
consumers are more concerned than ever about climate change
and expect real action from business.
More: https://www2.deloitte.com/pl/pl/pages/zarzadzania-procesami-i-strategiczne/articles/sustainable-finance-magazine/sustainable-finance-magazine-wydanie-pierwsze.html
What is Green Finance? How to structure a market to attrach green investments? Which are the instruments and mechanism to make it succesfull operative and monitorable?
An brief introduction to carbon credits and also its history and its use. Also brief introduction to the concept of green finance what it is and also glimpse of its used in the field.
Commercial banking relates to deposit-taking and lending
They provide services to corporate and individual customers
Some commercial banks have investment banking arms e.g. Bank of America Merrill Lynch
Commercial banks make their profits by taking small, short-term, relatively liquid deposits from retail savers and transforming these into larger, longer maturity loans e.g. in the form of business loans and mortgages
An investment bank provides a wide range of specialized services for companies and large investors
These include
Underwriting and advising on securities issues and other forms of capital raising
Advice on mergers and acquisitions and also corporate restructuring
Trading on capital markets
Research and private equity investments
An investment bank trades and invests on its own account
Investment banks deal mainly with corporate customers
Goldman Sachs and Morgan Stanley are the last remaining major Wall Street investment banking businesses
Commercial banks can provide investment banking services
The financial industry has historically
played a number of fundamental roles in
shaping the modern world.
The activities of the industry supported the development of
the free market, economic expansion, improving the quality of
life, personal and national security, and enabled individuals and
organizations to save and invest. Fulfilling these functions requires
the financial sector to constantly take care of its reputation
and trust in the financial system and respond to the changing
expectations of an increasing number of stakeholders. Today,
the industry is at a key point in its evolution. In the face of climate
change and the consequent changes in investment preferences,
stakeholders expect financial institutions to contribute to a
fairer and more sustainable world and to create a new face of
the financial services sector in which profit and social impact can
coexist.
Why now? The pandemic has reinforced the need to build
a sense of purpose, strengthen confidence in banks,
and help address global issues the economy faces, such
as transformation in the face of climate change. The
accumulation in the public debate of issues such as prosperity,
development, social responsibility, justice, conflict, security, ecology
and sustainable development has created a turning point in
history. To continue to grow, the financial services industry needs
to take care of making profits in tune with multiple stakeholders,
keeping consumers at the center of everything they do. And these
consumers are more concerned than ever about climate change
and expect real action from business.
More: https://www2.deloitte.com/pl/pl/pages/zarzadzania-procesami-i-strategiczne/articles/sustainable-finance-magazine/sustainable-finance-magazine-wydanie-pierwsze.html
Corporate banking means custom made financing and banking services for corporations. This form of banking extends financial help to corporate entities to ease their day-to-day operations.
Digital Innovations for Sustainable and Inclusive Development Soren Gigler
This presentation lays out a human-centered approach to the digital transformation. It analyses the conditions under which digital technologies can lead to enhancing the economic and human well-being of local and rural communities. The second section of the presentation provide 7 concrete case studies on how blockchain innovations can directly benefit citizens and poor communities in developing countries.
Objectives of study: 1. Concept of carbon credit 2. Transactional or Settlement methods of Carbon credit 3. Role of India in Carbon credit 4. Method of Carbon Credit Accounting 5. Issues in carbon credit accounting
CVA Capital Charge under Basel III standardized approachGRATeam
Since the 2007 – 2009, Counterparty Credit Risk (CCR) has become one of the biggest issues and challenges for financial institutions.
As the crisis revealed shortcomings and loopholes in managing CCR, and more specifically CVA risk, new regulations have been issued in the sole intent of capturing this risk and building an extra cushion of capital to absorb losses and consequently to strengthen the resilience of the banking industry.
Basel III framework proposes two ways for measuring CVA Risk: a standardized approach and an advanced approach.
In this paper, the standardized approach will be analyzed and studied. At first, an analysis will be provided to better understand why CCR became so important, what are its characteristics, etc... Then a discussion around the CVA definition from the regulator’s perspective will be presented. Finally, a paragraph will be dedicated to better understand what the standardized formula refers to, what is being computed, and for what purpose.
Our decision to focus on the treatment of counterparty risk in Basel III - standard method only - can be explained by three major observations:
1) A lot of literature already exists, and a certain number of very good specialists refer to the subject. We do not pretend to add other new elements, in all cases not herein;
2) Few banks actually are able to assess their counter party risk under some advanced and internal methodologies. The application of the standard method is highly widespread among financial institutions subject to Basel III;
3) Few people, when they need to assess their risk using the standard approach, really take the time to analyze choices and specific assumptions according to this method.
Our main objective here is to help financial institutions better understand how their regulatory capital levels evolve under this approach and the impact on their day to day business.
In this file, you can ref resume materials for tax director such as tax director resume samples, tax director resume writing tips, tax director cover letters, tax director interview questions with answers…
Corporate banking means custom made financing and banking services for corporations. This form of banking extends financial help to corporate entities to ease their day-to-day operations.
Digital Innovations for Sustainable and Inclusive Development Soren Gigler
This presentation lays out a human-centered approach to the digital transformation. It analyses the conditions under which digital technologies can lead to enhancing the economic and human well-being of local and rural communities. The second section of the presentation provide 7 concrete case studies on how blockchain innovations can directly benefit citizens and poor communities in developing countries.
Objectives of study: 1. Concept of carbon credit 2. Transactional or Settlement methods of Carbon credit 3. Role of India in Carbon credit 4. Method of Carbon Credit Accounting 5. Issues in carbon credit accounting
CVA Capital Charge under Basel III standardized approachGRATeam
Since the 2007 – 2009, Counterparty Credit Risk (CCR) has become one of the biggest issues and challenges for financial institutions.
As the crisis revealed shortcomings and loopholes in managing CCR, and more specifically CVA risk, new regulations have been issued in the sole intent of capturing this risk and building an extra cushion of capital to absorb losses and consequently to strengthen the resilience of the banking industry.
Basel III framework proposes two ways for measuring CVA Risk: a standardized approach and an advanced approach.
In this paper, the standardized approach will be analyzed and studied. At first, an analysis will be provided to better understand why CCR became so important, what are its characteristics, etc... Then a discussion around the CVA definition from the regulator’s perspective will be presented. Finally, a paragraph will be dedicated to better understand what the standardized formula refers to, what is being computed, and for what purpose.
Our decision to focus on the treatment of counterparty risk in Basel III - standard method only - can be explained by three major observations:
1) A lot of literature already exists, and a certain number of very good specialists refer to the subject. We do not pretend to add other new elements, in all cases not herein;
2) Few banks actually are able to assess their counter party risk under some advanced and internal methodologies. The application of the standard method is highly widespread among financial institutions subject to Basel III;
3) Few people, when they need to assess their risk using the standard approach, really take the time to analyze choices and specific assumptions according to this method.
Our main objective here is to help financial institutions better understand how their regulatory capital levels evolve under this approach and the impact on their day to day business.
In this file, you can ref resume materials for tax director such as tax director resume samples, tax director resume writing tips, tax director cover letters, tax director interview questions with answers…
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
This article provides a comprehensive guide on how to
effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
1. Chris Charlton MA (Cantab), MIoD, ACMA, MSI (Dip), PMP
Executive Summary
Chris is a highly experienced programme director and consulting leader. He focuses
on designing, delivering and assessing major global projects and change initiatives in
the financial services industry. Chris leads the PwC Financial Services People &
Change consulting team, which comprises experts in programme and change
management, training and development.
Chris works with a large number of financial institutions in the UK and overseas,
including many of the major European, US and Asian banks & insurance companies
including: Aviva, Development Bank of Singapore, Deutsche Bank, Dresdner Kleinwort, Prudential, RBS and UBS. In
addition, Chris has led a number of complex engineering & infrastructure design programmes in the UK energy sector
including UKAEA and BNFL and a range of private sector contractors such as Atkins, Taylor Woodrow and Serco.
Chris is a qualified project management professional (PMP), management accountant (CIMA), a member of the
Securities Institute (MSI(Dip)) and Institute of Directors (MIoD); and he is the author of the Financial Times book: “Euro:
Impact and Reality”, a practitioner’s guide to dealing with major change.
Areas of expertise
Chris specialises in a number of industry sectors, notably financial services, with particular expertise in:
• Project & programme management
• Business transformation & change management
• Organisation design & restructuring
• Integrating mergers & acquisitions
• Business, finance, IT & operations strategy development and implementation
Key experience
Chris’ assignments have focused on assisting clients set up and deliver major strategic and operational change
programmes, including strategy and organisation design & restructuring; business, finance, IT & operations
transformation; integrating mergers & acquisitions, business process reengineering, major IT systems implementations,
installation of programme management environments, and new business and customer service initiatives.
Examples of client programmes Chris has led include:
• Global Insurance Company: Programme Director, Global Shared Services Review Programme, including
supporting the internal director transition into his new role. The programme was split into a number of core global
functional workstreams including Finance & Risk, Human Resource, IT, Communications, Infrastructure &
Procurement; and a number of regional operations workstreams including North America, Asia-Pacific, Europe and
UK. The initial stages of the review identified potential savings to the business in the region of £200 million pa.
• European Bank: Programme Director, European Operations and IT Strategy Programme, including: 1) the design
and implementation of a new banking operating model across Europe and; 2) the installation and leadership of a
professional Programme Management Office (PMO) driving the co-ordination of £80 million portfolio of projects
across front office, finance, operations and IT.
1
2. • Global Insurance Company: Programme director, Galaxy Project: the design and delivery of a new operating
model and organisation structure for the Group, including three target components: 1) a small, activist Group Head
Office responsible for setting strategy, control and governance, monitoring performance and allocating capital; 2) the
creation of four strong regions with responsibility to deliver Group strategy and business growth; and 3) a shared
service model, facilitating the exploitation of operating synergies across the Group.
• Asian Retail & Commercial Bank: Programme director, Branch Transformation Programme, including 1) the
phased implementation of a new organisation structure; 2) the re-design of all 800 branch layouts to improve
customer and sales focus; and 3) the integration of previously acquired regional banks.
• US Investment Bank: Programme manager, UK acquisition and integration programme, including the analysis of
the target’s equity business, followed by the acquisition and integration of the two businesses.
• European Insurance Company: Programme management, European Financial Reporting Controls Framework
Programme: leading the rollout of a complex and leading edge financial reporting controls framework to all European
businesses located in 11 territories.
• UK Atomic Energy Authority: Programme director, CWS Design Alliance: leading an Alliance of eight private
sector companies to work as one integrated team to design a complex nuclear facility to a tight deadline. Following
this role, Chris was asked to review a major £1.2 billion decommissioning programme at one of the key UKAEA
sites.
• Global Bank: Programme manager, Euro Conversion Programme, including the design and management of the
conversion strategy and control of the conversion weekend itself during the introduction of the new currency. During
the implementation of the euro, Chris was deputy leader of the Cap Gemini financial services team, working with
over 15 major financial institutions responding to the challenge of the introduction of the euro. Chris’ work in this
area culminated in a request from the Financial Times to write a practitioners’ guide, published in 1998.
• UK Online Retail Bank: Project manager, Customer service enhancement project: increasing the capacity,
throughput and turnaround times of the contact centre and website. The project targeted a large range of
improvement opportunities, prioritising key initiatives to deliver enhanced value to the business
Prior to consulting, Chris has also held a number of key line management roles in the financial
services industry:
• European Bank: Chris was Vice President of Global Strategic Initiatives and a member of the Management
Committee for European Operations and IT of a European bank. Responsible for all major programmes of change,
including the programme management office
• Japanese Universal Bank: Reporting to the European CEO, Chris was corporate planning manager,
responsible for all strategic and operational development projects
• US Investment Bank: Reporting to the European CFO, Chris was Finance Change Manager, responsible for
managing projects to enhance the analytical and management processes of European Finance functions including
trade analysis, MI, regulatory reporting, risk management and treasury.
2
