Certificate in Social BankingCourse 2011/2012

September 2011 to May 2012

Banking differently!

All over the world, a growing amount of people expects other financial crises, is alarmed by the dangers of the use of nuclear energy, by global warming, social upheavals based on poverty and insufficient access to necessary resources. Just to list some of the most pressing worries!Whenever they are discussed in our society, sooner or later there will arise aspects concerning money, distribution of wealth and many other aspects around the financial sector. Banking and finance have an enormous impact on the real economy.

How can engaged and capable practitioners use their skills for a change in banking and finance to have a sustainable impact on society?Searching for reference points, one can find proofed and alternative approaches to do banking for people, planet and profit. For example, the knowledge gathered by social banks in the last decades, seems to be of

considerable value for dealing with the social, ecological and environmental challenges we are facing.

The Institute for Social Banking, the first educational institution worldwide with experience in training social bankers, has therefore designed a new educational course for professionals, working in social or in conventional financial institutions. The course provides knowledge and competencies to do banking in a more social and ecological way – to do banking differently!Please feel invited to explore this exceptional new offer.

Best regards,

Katharina Beck and Julian Kühn Management of the Institute for Social Banking

Banking differently! Why?

Banking and finance can show very different faces.

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>>Crucially, our definition of sustainable banking means that this is all we do: we only invest in sustainable enterprises and we only use the money entrusted to us by savers and investors - just like banks used to do, in the days before derivatives and credit default swaps.<<ISB member Triodos Bank, the Netherlands, about their services

Banking differently! Why? ........................................................................................................... 2

Objectives .................................................................................................................................... 3

Target group ................................................................................................................................. 3

Content of the course .................................................................................................................. 4

Methodology: using head, heart and hand................................................................................. 6

Course structure in 2011/12 .................................................................................................. 7 + 8

Course leaders ............................................................................................................................. 8

Speakers ....................................................................................................................................... 9

How to apply .............................................................................................................................. 10

About the Institute for Social Banking ...................................................................................... 11

a Provide social banking knowledge and competencies.a Fill the “social banking gap” in the training offers of (traditional) banking academies.a Create a common, global understanding of social banking and “why and how to do it”.a Enable conventional and social bankers to manage and “to do” social banking in a reflected and profound way.

a New co-workers in socially and ecologically oriented banks who already have experience in banking and financea Existing co-workers in social banks who want to deepen their knowledge and skills in social banking, e.g. credit and risk analysts, customer consultants, project managers, loan officers etc.a Professionals in conventional banking and finance who want to gain knowledge and competencies in social banking, understanding banking as a service to the real economy

The programme is limited to 15-20 persons per year.

Content

Objectives

Target Group

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I. Banking

and finance today

II. The

natureof

money

III. Roots and

innovative develop-

ments of

social banking

IV. Social

banking in practice

V. Competen-

cies and skills

in social

banking

VI.The future of (social) banking

The Social Banking Certificate covers relevant (1) themes and topics and (2) practical skills for the job situation of the participants.

(1) Themes and topics

The participants will get to know, understand and critically question the following themes:

Content of the course

Themes of the Social Banking Certificate (6 themes in 4 meetings)

Theme Concrete topics covered (subject to further elaboration)

• Relationship of financial and “real” economy• Trends in banking and finance• Reflection on former and future financial crises, e.g. addressing effects of short-termism and profit maximisation• Distribution of wealth

I. Banking and finance today

• Functions and qualities of money• The history of money• The process of money creation• Money and human relations• Trust and money: a happy or ill-assorted couple?• Regional and global currencies: concept and motivation• Interest rates and their influence on economies

II. The nature of money

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• Roots of existing social banks• Motivations for socially oriented banking: philosophy, religion and citizen movements• Profit and money as a tool –not as a goal• Microfinance – A servant or a deceiver• Networking social finance: Global Alliances and partnerships

III. Roots and innovative developments of social banking

• Sectors that are supported: social, environmental, cultural • Positive and negative criteria in lending, investing and giving• Process of decision making in the loan departement• Building sustainable customer relationships• Giving and donations: an integral part of social banking• SRI Rating Process• How to bring values like participation, trust and transparency into practice

IV. Social banking in practice

• Methodological skills, such as moderation techniques• Specific competencies for social banker• Self management and individual change processes• Organisational change processes• Managing a multi-dimensional core-business• Management in a value-driven organisation

V. Competencies and skills in social banking

• Social banking and the web 2.0• How to measure the impact of social banking?• Gender and different qualities of management and economics• How to make mainstream banking “going green”• Rethinking money, growth and profit• Mutual learning in and from the North and the South

VI. The future of social banking and finance

>>We will need a large, capable new pool of sustainable bankers. <<Thomas Jorberg, CEO GLS Bank (ISB member), Germany, at the Annual Meeting of the Global Alliance for Banking on Values in Peru, March 2011.

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(2) Practical skills

The participants will get to know, experience and acquire the following methodological skills:

• Approaching independently a topic and reflecting on it (including literature research)• Tools for critical and continuous reflection • Presentation and basic moderation skills• How to take decisions in a multi- dimensional core business• Working with creative and constructive types of feedback• How to run a project• Dialogue about values (reflecting on and arguing for own values, empathically understanding other persons’ values) • Discovery of one’s own creativity• How to learn from the future as it emerges

The programme is designed to be a place for “thinking out of the box” and critical reflection. We encourage participants to learn with their head, heart and hands. This is achieved by:

• Inputs by experts (academia and practice) • Discussions and workshops, experience different methods such as Open Space and World Café• Presentations by participants (amongst others, findings of a literature review)• Artistic processes • Learning partners/critical friends• Content-wise and methodological coaching by the co-workers of the Institute for Social Banking• Running an own project (planning, conduction and evaluation)

Methodology: using head, heart and hand

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Course structure in 2011/12

Module

Summer School (optional),

03-08 July 2011, Canterbury, UK

• Money rules the world – Who rules the money?

Module 1: 08-10 September 2011,

Bochum, Germany

• Banking and finance today

• The nature of money I

September to December 2011: Literature review

(individually)

• Literature review on a theme chosen by the participant

• Short summary and critical reflection about findings

Module 2: 15-17 December 2011, Zeist, The Netherlands

• The nature of money II

• Roots and innovative developments of social banking and finance

Module 3: 09-11 February 2012,

Bochum, Germany

• Social banking in practice

• Competencies and skills I

February to May 2012

(individual options)

• Conduction and evaluation of a project in the „home“

bank/organisation or

• Internship at a Social Bank or

• Writing an assignment

Module 4:10-12 May 2012,

Bochum, Germany

• Competencies and skills II

• The future of social banking

Venues can be subject to change.

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Themes

International Summer School on Social Banking (optional)

We strongly recommend that you take part in the 4th International Summer School on Social Banking: “Money rules the world – who rules the money?” from 3rd to 8th July 2011 in Canterbury, UK. The 5-days programme is an excellent preparation for this Certificate course.Find more information at www.social-banking.org/summer-school.

Project 1: Literature review

Between module 1 (08-10 September 2011) and module 2 (15-17 December 2011), all participants will conduct a literature review on a self-chosen theme and write a short summary, critical reflection and literature list. Participants will present their findings during module 2,3 and 4.

Project 2: Optional activities between February 2012 and May 2012

Between module 3 (09-11 February 2012) and module 4 (10-12 May 2012), you have the following options:• Conduction and evaluation of a change project in the “home” bank/organisation• Internship in a social bank (concrete length to be defined)• Possibility to write an assignment in the MA Social Banking and Social Finance

Possible link or combination with the MA Social Banking and Social Finance

• By request, the ‘Certificate in Social Banking’ can be recognised as the ‘Academic Preparatory Course’ and you can write an assignment in the first module of the ‘MA (Master) Social Banking and Social Finance’

For further information, please get in contact with Antje Drenk (antje.drenk@social-banking.org)

The following persons will lead the course and accompany you throughout the programme:

Antje Drenk, Manager of the Certificate in Social Banking and the MA Social Banking and Social Finance, Institute for Social Banking; formerly co-worker at Dresdner Bank.

Julian Kühn, Founder and Executive Director, Institute for Social Banking; formerly member of the board of GLS Treuhand and GLS Bank.

Susanne Steinbach, Artist and change coach, lecturer at Alanus University and Ita Wegman Education-Centrum, formerly trainer at Ford Bank. She enlarges the scope of co-workers through artistic techniques.

Course leaders

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Speakers who are invited for the specific modules have an academic and/or practical background and are closely related to social banking and social finance. For up-dated information on the experts, please visit www.social-banking.org/certificate, after June 2011.

The following speakers have already confirmed their contribution:

• Katharina Beck, Managing Director, Institute for Social Banking, Bochum Germany; formerly president of oikos International.

• Lukas Beckmann, Executive Director of the GLS Treuhand e.V., Bochum, Germany; formerly head of the parliamentary group of “Die Grünen” at the German parliament; co-founder of Heinrich-Böll Foundation. Research on regulation in the financial sector that respects its effects on the real economy.

• Prof. Dr. Roland Benedikter, Affiliated Researcher Stanford University, European Foundation Professor UCSB, USA. Author of the book “Social Banking and Social Finance: Answers to the Economic Crisis”.

• Prof. Dr. Paul Dembinski, Professor in International Competition and Strategy at University of Fribourg, Switzerland. Founding partner of Eco Diagnostics (1989), director of foundation of the Observatoire de la Finance, founder and editor of the bilingual journal “Finance and the Common Good / Bien Commun”.

• Markus Finzel, Senior equity derivatives proprietary trader, DZ Bank Frankfurt, Germany.

• Dr. Katrin Kaeufer, Research director and co-founder at the Presencing Institute and fellow at the Community Innovators Lab (CoLab) at MIT’s Department of Urban Studies and Planning, Boston, USA. Her current work includes a research that focuses on social transformation and non-hierarchical coordination. Her dissertation on Socially Responsible Banking was published in 1996. (date not confirmed yet)

• Prof. Dr. Sven Remer, Junior Professor on Social Banking and Social Finance at Alanus University, Alfter, Germany. Researcher at the Institute for Social Banking, formerly consultant at KPMG, co-editor of the book “Social Banks and the Future of Sustainable Finance”.

• Antje Schneeweiß, Author and researcher, SÜDWIND Institute, Siegburg, Germany. Expert in socially responsible investments. Member of the criteria committee of FairWorldFunds, Member of the investment committee of “Nature Stock Index” and GLS Bank.

• Rosl Veltmeijer-Smits, Head of Research, Triodos Bank, Netherlands, worldwide first MA in Social Banking and Finance Dissertation „Developing shareholder practices that align with the principles of a Social Bank“.

• Prof. Dr. Fritz-Rüdiger Volz, emeritus professor EFH Bochum, Germany. University teaching for the past 30 years in sociology, social philosophy and ethics. Research on altruism, gift giving, foundations, professional ethics, economic sociology.

Speakers

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To apply, please send the following materials via email to Patricia Ciecierski (patricia.ciecierski@social-banking.org):

• Application form (can be downloaded at www.social-banking.org/certificate/application) • A tabular CV• A written statement as to why you are interested in the Certificate Course

Application deadline: 15th July 2011 for starting in September 2011.Entry requirement: You are working in the banking or finance sector (e.g. banks, finance-cooperatives, microfinance institutions, foundations, insurance companies, etc.).You will receive an e-mail confirmation of your application to the programme. The acceptance to the course is communicated at the latest by 20th July 2011.

Fees

Fee Amount Early bird

Course fee for non-members 5.400 € 4.800 €

Fee for co-workers of ISB member organisation 4.800 € 4.200 €

• The costs for travel, board and lodging are not included in the course fees. • We offer limited places for a reduced fee (for self-paying participants only) (4.200 € / early bird 3.600 €)• By request payments by installments are possible (non-member 1.350 € /member 1.200 € per module)

Institute for Social Banking e.V.Account number: 4018 783 400Banking sorting code: 430 609 67GLS Gemeinschaftsbank eG BochumIBAN: DE74 4306 0967 4018 783 400BIC: GENODEM1GLS Subject line “Certificate in Social Banking”

Your registration is only valid if we have received your payment at the latest by 31st July 2011!Deadline for early-bird payments: 31st May 2011.

How to apply

>>We`re challenging ourselves to see beyond commonly held views of wealth; seeking to redefine wealth in a way that goes beyond profit alone to include community well-being, social justice and environ-mental sustainability. <<Vancity, Canada, Accountability Report 2008-2009

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The Institute for Social Banking (ISB) engages in education and research on social banking and social finance. It is a charitable association with currently 13 members in 10 countries, all socially and ecologically oriented banks or financial service providers. Their practical experience with social banking, gathered over the last four decades, serves as a unique knowledge basis and source of inspiration for the educational offers of the ISB. In our research activities, amongst other topics, we systematically reflect upon and process this practical knowledge. As a reference point, we encourage academia towards integrating social banking and finance into theory and university curricula.

Overview of the ISB offers for training on the job

In addition, the ISB offers exclusive Experts Seminars for its members.

Find out more at www.social-banking.org/seminars.

About the Institute for Social Banking

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What Details

Goals Acquisition of sound knowledge on and specific competencies in social banking

Length 12 days (attendance) plus individual learning time

Dates and Places • Module 1: 08th - 10th September 2011 in Bochum, Germany • Module 2: 15th - 17th December 2011, Zeist, The Netherlands • Module 3: 09th - 11th February 2012 in Bochum, Germany • Module 4: 10th - 12th May 2012 in Bochum, Germany

Language The seminar language is English but as it is not the mother tongue of most of the participants, we will help and support each other to speak in English.

Degree Certificate in Social Banking

Fees 5.400 € for non members (early bird price: 4.800 €) 4.800 € for members (early bird price: 4.200 €)

The Certificate in Social Banking at a glance

Be part of a growing group of engaged and capable practitioners who use their skills in banking and finance to create social and environmental impact!

Antje DrenkContent and speakers.antje.drenk@social-banking.org, +49 (0)234 / 60 60 01 36.

Patricia CiecierskiApplication and logistical questions.patricia.ciecierski@social-banking.org, +49 (0)234 / 60 60 01 35.

Sources:Quote on p. 2: www.triodos.com/en/about-triodos-bankPictures on p.2 GLS Treuhand, Stiftung Landwirtschaft and http://hookz.killing4space.de/?p=903

Contact

Content, concept and design: Julian Kühn (julian.kuehn@social-banking.org), Katharina Beck (katharina.beck@social-banking.org), Antje Drenk (antje.drenk@social-banking.org and Patricia Ciecierski (patricia.ciecierski@social-banking.org), April 2011. The copyright on used illustrations and pictures lie with the Institute for Social Banking if not otherwise indicated.This flyer has been printed on 100% recycled paper and is carbon neutral. All CO2 emissions generated during paper manufacture and printing have been neutralised.

www.social-banking.org

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