1. CURRIULUM VITAE Audrey Davies
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Name: AUDREY MARGARETT DAVIES, FCIB
Profession: Leadership, Management and Financial Training Specialist
Nationality: British
e-mail: yellowaudi@sky.com
Mobile: 07860 153629
 Training and developing others – both 1-2-1 coaching and mentoring, and via group-led events
 Ability to provide a strategic focus and effective direction for a business
 Managing complex projects
 Financial management/analysis and control of risks
 Developing and managing efficient VRQ/ILM assessment centres, including roles as Head of Centre, Assessor,
Internal Verifier, Tutor.
 Recruiting, selecting and managing staff, including appraisals, welfare, performance monitoring, development
During the past 30 years in her present role as an international trainer and developer, Audrey Davies has used her previous
considerable managerial experience and expertise as a bank manager and Deputy Head of Management Training for a major British
bank’s worldwide operations to train, develop, coach, and counsel 1000’s of people across the world.
Whilst cutting her teeth many years go through her own Bank’s excellent in-house management development training programmes,
Audrey developed the ability to design, manage and present a wide range of training courses. In addition, she was invited by the
bankers’ professional body – the Chartered Institute of Bankers (now ifs) - to become the first Chief Examiner for a new international
qualification: “UK Lending and International Business”. In that role, she authored the definitive textbook for the subject, and set and
marked several years’ international examinations.
Enjoying the challenges of developing others and making a difference, Audrey then decided to launch her own training business,
rather than return to branch banking in London. Running her own business gave her the freedom and opportunities to design and
deliver training programmes across the world, most notably for banks in those countries in Central and Eastern European countries
just emerging from the communist Eastern Bloc, plus others in Africa and the Middle East.
Her roles and assignments have included the management of multi-million dollar projects in several countries, on behalf of
government bodies such as the British Know-How Fund, European Commission, World Bank, UNDP, etc, as well as for
international commercial banks. Within the UK, Audrey’s former company in her previous home location achieved a highly
respected reputation for quality and learner support under her guidance, especially within its learndirect and vocational
qualifications centres.
Since re-locating to Bournemouth in 2006, to re-marry, Audrey elected to work temporarily for various local employers on
assignments which including managing a project to set up a multi-branch vocational assessment centre for a former competitor
from her previous region. She then managed the procurement and delivery of IT- and management training programmes, on
behalf of a Poole-based training provider.
Audrey later accepted the role of principal guide and mentor to a local entrepreneur wishing to expand and grow a new training
business. Due to circumstance at the end of 2010, she then agreed to take over the ownership and management of that business,
and continues to run it, to this day: The Way Ahead Training & Consultancy Ltd.
Key Skills include
Profile

2. CURRIULUM VITAE Audrey Davies
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The Way Ahead
Training &
Consultancy Ltd
2010 – to date
(Bournemouth)
Managing Director, with overall responsibility for the strategic management of the business.
Responsibilities include training needs analysis, and managing the design, development and
delivery of a series of training programmes for individuals, leaders and managers, across a
variety of soft skills topics under three main headings: Managing yourself, Managing Others,
Managing the Business. The role includes also being Head of Centre and Internal Verifier for
the operation of the government funded Apprenticeships, vocational qualifications, and
“Starting up your own Business” programmes.
The Way Ahead
Training and
Consultancy
2009-2010
(New Forest)
Business Support, Lead Internal Verifier. Guide and mentoring provision to the business owner, to set up
and launch an NVQ qualifications assessment centre (OCR, ILM), for the delivery of government-funded
programmes, plus design, development and delivery of commercial programmes for a variety of business
clients.
Best Training
2008- 2009
(Made redundant:
March 2009)
(Poole)
Business Development Manager, responsible for an initial corporate budget of £120,000, plus the
development of NVQ provision. Within 6 months, candidate numbers had increased from 11 to 80, with a
further 35 in the pipeline.
SLH Ltd
2007 – 2008
(Fareham)
Assessor, Internal Verifier, and business development in the South West (Dorset, etc). Supported 30 NVQ
candidates, in five different client locations, to achieve their `mini’ ITQ Level 2 units certifications, within
6 weeks.
Futures Training
Centres Ltd
2006- 2008
(Wareham)
(Following her personal relocation to Bournemouth), PROJECT: South West Area Manager for this
education and training organisation – one of the largest private providers of National Certificates in
Numeracy/Literacy in the UK. Initial role included the launch of four, new, learndirect centres in Dorset
(Wareham, Poole, Dorchester, Weymouth), plus recruitment of staffing. Role included the setting up of
the NVQ Assessment Centre, for the delivery of ITQ, Customer Service, and Health & Social Care
qualifications, country-wide
Training Enterprises &
Business Services Ltd
1994 – 2006
(Crawley)
Managing Director of TEBS with overall responsibility for the Strategic Management of the Business.
Responsibilities included management and execution of learndirect contract, NVQ assessing, and group-
based learning programmes in the UK and Overseas. TEBS was an approved Assessment Centre for
OCR and City and Guilds and a Business Centre for learndirect
Audrey Davies
Associates
1988 – 2000
(East
Grinstead)
After 24 years in banking, formed own management training consultancy. Secured various tenders to
be the lead international trainer and project manager for a number of major multi-government
funded programmes across Central and Eastern Europe. Specialised in running short intensive and
highly interactive workshops covering skills of leadership and management, presentation, negotiation,
selling in the services sector, self-development and customer care.
Training Europe
Limited
1989 – 1997
(Forest Row)
Managing Director. A network company of specialist trainers covering a variety of management skills.
Training Europe
(1990) Ltd
1989 – 1992
(Forest Row)
Co-Director of Training Europe (1990) Limited, incorporated primarily to run regional relationship and
selling skills training for Barclays’ Business Bankers.
Career History

3. CURRIULUM VITAE Audrey Davies
Barclays Bank Plc
1987 – 1988
Deputy Head of Management Training. Role included the research, design and development
of training courses to meet the bank’s objectives. As Course Director, managed a team of
three training managers to run centrally based and regional courses. Produced a review of a
nationwide training needs analysis which resulted in her recommendation to the Banks’
Board Assistant Director for Training to dramatically change the style of the courses to
shorter, more specific and needs related workshops. These changes were implemented in
1989
Barclays Bank Plc
1986
Headed special project to research, design and develop Barclays’ version of quality circles: Service
Enhancement Teams (SETs). Trained SET leaders to run meetings, and SET facilitators to train,
coach, counsel and support SET leaders. By the end of that year there were over 200 SETs in
operation across Barclays in the UK.
Barclays Bank Plc
1985
Training Manager at the bank’s worldwide management training centre. Course Director for
interpersonal Skills courses for all levels of management. In charge of running 13 different types of
courses, each with 12 to 18 managers, for periods of one to two weeks each.
Barclays Bank Plc
1982-1984
Corporate Manager at a main London West End branch, personally responsible for a portfolio of
150 customers involving lendings of several million pounds.
Barclays Bank Plc
1980-1982
Assistant to Regional Director of Lending covering 80 London branches with 1800 staff. Role
included leading a team in the appraisal, assessment and authorisation of customer lending
propositions.
Barclays Bank Plc
1976 -1980
Assistant Inspector in charge of audit and investigation teams, including an eight-month ‘trouble-
shooting’ Countrywide special assignment
1987 Identifying Training Needs (Guardian Business School)
1988 Advanced Performance and Communication Skills (NLP for Personal and Training Managers) (P.A.C.E.)
1996 Study for MBA Diploma Part 1 (6 modules)
1998/9 NVQ Training and Development Award Suite (RSA): D32, D33, D34 Assessor and Internal Verifier
1998 Investors in People Advisor Training
1998 Health and Safety: Refresher course for vetting and monitoring staff
1998 NVQ Accounting and Administration Workshop (Pitman)
1998 NVQ Key skills Workshops (Pitman) (Sussex TEC)
2000 Investor in People Award
2004 ECDL
GOLA online testing system
SFEDI Units achievement (for SFI Intermediate)
2005 BCS Level 2 Certificate for IT Users
Certificate in Workplace Basic Skills Training – Level 4 (Part-completed, Lancaster University)
How disability aware are you?
How Accessible are your services?
Helping Deaf and Hard of Hearing Customers
Helping Customers with Physical Disabilities
2006 BCS CASy Training for iTQ (for Test Centres)
IT3 Spreadsheets; IT3 Databases; IT3 Word Processing
2007 How to Survive Audit
e-nvq software programme training; e-skills passport training
2008 LSIS – MIS systems; Teaching Functional Skills - English
2009 – 2015 Various job-related training workshops
Personal Development

4. CURRIULUM VITAE Audrey Davies
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Examples of more recent Assignments
Chartered Institute of Bankers (now ifs) – Ex-Gratia Duties included
1983 – 1987 Publicity Officer and Deputy Chairman of the London West End Local Centre
1986 – 1991 Chief Examiner for Banking Operations, Banking Certificate qualification
1988 Author of text book, “Banking Operations – UK Lending and International Business”
(Pitmans) (Revised 1992), and several articles in “Banking World”
1994 - 2007 Partnership arrangements, for the design, development and delivery of a series of
training programmes (UK and overseas).
Qualification
s:FCIB Fellow of the Chartered Institute of Bankers
ACIB
Associate of the Chartered Institute of Bankers (now ifs)
EMPTO D32/D33 Assessors Award 1998 (currently operative)
D34 Internal Verifiers Award 1999 (currently operative)
Computer Literacy ECDL Certificate 2004
BCS Level 2 Certificate for IT Users (ECDL Part 2)
Institute of Linguists German Certificate
French GCE Conversational
SFEDI Business Units
Institute for Learning (ifl): AFFILIATE
Chartered Institute of Bankers FELLOWSHIP (1992: FCIB); ASSOCIATE (1974: ACIB)
ILM TUTOR
UK 2012
UK 2009-2010
Design, development and delivery of 12-day programme for unemployeds” Starting up your own
business”
Setting up and gaining approval of a new qualifications assessment centre for the delivery of
Apprenticeships and other NVQ programmes.UK 2006-2007 Launching of a learndirect-NVQ Assessment Centre
UK/AFRICA
2004 -06
Online qualification in conjunction with Institute of Financial Services(Barclays Africa &
Middle East)
UK/OVERSEAS
2004-2006
Working in Africa on the design, development and implementation of an e learning based Diploma
in Customer Relationship Management in association with the Chartered Institute of Bankers UK.
KUWAIT 2005 Development of on-line NVQ-type qualification in call handling -
Level 2. Working with Institute of Banking Studies.
Membership of Professional Bodies

5. CURRIULUM VITAE Audrey Davies
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Project title: LATVIA: TOR Writing for Technical Assistance for Banking Training Project (EU Phare
Framework Contract for Banking Training): March 1998-May 1999
Project description: (Note: In the light of the closure of the local EU Phare office at the commencement of this
assignment, and thus the removal of the local Phare Project Manager, Mrs Davies was
required also to take on the role of setting the financial and accounting parameters, in
accordance with new DIS MANUAL procedures, [Issue Sep 1997, Annexes F.2 and D.4], and
evaluation of the proposals received forthe project).
A scoping visit followed by development of TOR for a nominated Consultant to develop
sustainable, in-country training capacity, identify the most efficient and economic methods
to deliver bank training, design and deliver courses to the banking community, train future
trainers, develop the institutional capacity within Latvia to deliver bank training with
specific institutions, assess and implement possibilities for assistance to the development of
pre-professional training, assist in the creation of a core of banking material in Latvian.
Role: Senior Expert for Scoping Visit and TOR Writing
Budget: 350,000ECU
Client: EC Phare (DFC Banking Framework Contract): Association of Latvian Commercial Banks
Project title: UK: 'Credit and Loans' course November 1996 - December 1996
Project description: Selected and managed a team of 9 trainers to design, develop and run a 30-day 'Credit and
Loans'
course programme for 23 management bankers from mainland China.Role: Project Manager
Client: Bank of China
Project title: POLAND: 'Management Skills' courses September 1995 – 1996
Project description: In-bank 5-day management skills courses for three banks, covering:
a) Management effectiveness, learning styles, motivating the team, group
Behaviour and group dynamics, setting
b) objectives, managing time, managing change, communication, selection,
performance appraisal, working with people, negotiation.
Role: Trainer
Client: British Government Know How Fund/ISBF
Project title: BULGARIA: World Bank Loans Training Programme October 94
– June 96
Project description: Team Leader for a Know-How Fund sponsored World Bank Loans training programme for
credit officers in six participating banks to train them in the appraisal, lending and control of
advances using World Bank lines of credit.
Role: Team Leader
Client: British Government Know How Fund.
Significant Project Past Experience:

6. CURRIULUM VITAE Audrey Davies
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Project title: UGANDA: Technical and Administrative Review December 1995 - March 1996
Project description: Leader for a Technical and Administrative Review on behalf of United Nations Development
Programme (UNDP) to assess inter alia, the qualitative and quantitative degree of achievement of a
micro-banking project in the West Nile region. Recommendations were made as to the continuation of
the 5-year Project, performance indicators to be adopted for measuring future achievements, the
nature and extent of technical assistance to be provided, and future cost/benefit criteria to be used in
establishing new banking operations in developmental areas lacking financial infrastructure.
Role: Leader
Client: United Nations Development Programme
Project title: POLAND: Training Management Units October 1994 - June 1995
Project
description:
Project Manager to the International Finance and Banking School, Katowice. Her brief was to manage
the development of course programmes, Train the Trainer, Training Needs Analysis, and to set up
Training Management Units within the banks. Involved the development of a multi-functional, 250
person residential Banking School on a three year programme funded by the British
Government Know How Fund.
Role: Project Manager
Client: British Government Know How Fund/ISBF
Project title: ROMANIA: Long Term Training Advisor December 1992 - April 1994
Project description: Long Term Training Advisor to the Romanian Banking Institute. Charged with the organisation and
selection of technical advisors and trainers, for introducing training management units, train the
trainer programmes and for initiating the project for a distance learning programme for the
commercial banks. Direct institutional assistance to the RBI training director re courses scheduling,
validation, evaluation, etc.
Role: Long Term Training Advisor
Client: EC Phare/Romanian Banking Institute
Project title: GHANA: World Bank Funded Bank Training August 1992 - August 1995
Project description: Consultant on a World Bank funded bank training project in Ghana. Responsible for setting up and
presenting programmes to train bank examiners to design, set and mark local banking exams. The
series of training courses and guidance were designed to meet the requirements of the banking
community at different levels. Moderator for the Ghana banking associateship examinations.
Role: Consultant
Client: World Bank/Ghana Institute of Bankers
Project title: ROMANIA: Setting Up a Banking College March 1992 - February 1993
Project description: Project Manager on a UK Know-How Fund project to set up a Banking College for the Romanian
Banking Institute. Responsible for setting up the college and introducing a 3-year exam curriculum in
line with that developed by the UK Chartered Institute of Bankers. The courses are designed for
bankers primarily at post-baccalaureate level. (See also EC Phare project above).
Role:
Client:
Project Manager,
British Government Know How Fund/Romanian Banking Institute
Significant Project Past Experience cont ...: