WIBF Magazine May-August 2015

May - August 2015 Edition 2 ÂŁ4.50 / â‚Ź5.00

The Essential Network

The Future of Banking Helena Morrissey, Keynote Speaker, 2015 WIBF Awards for Achievement Luncheon

Corporate Members Platinum BAML Barclays

BP

Credit Suisse

EY

Hogan Lovells

KPMG

Macquarie Royal Bank of Scotland Tesco Bank Gold Citi

Royal Bank of Canada Standard Bank State Street Thomson Reuters

Contents

***SAVE

TH

E DATE* 18th Ann ** ual Awar ds for Achievem ent Lunc heon Page 24

Features 14 Industry Expert Series, Why integrity matters - Who do you trust? Rebecca Doodson, Ethics & Integrity at CISI 16 Corporate Member Profiles, Meet Maria Vildavskaya, BP Shipping and Meet Camille Drummond, BP, Marian Costello, WIBF Magazine Editor in Chief 18 Corporate Social Responsibility, Volunteering - a reciprocal relationship, Sally Little, Vice President, Investment Industry Finance, ING Commercial Banking and WIBF Content Management Team 19 International Women’s Day 2015 20 Networking with inspiring women, Martha McKenzie-Minifie, WIBF Head of Marketing and Communications 21 Social Media, Martha McKenzie-Minifie, WIBF Head of Marketing and Communications 22 Time to Fast Forward, The time for gender parity is now Tara Kengla, Partner, EY, EMEIA Financial Services 24 18th Annual Awards for Achievement Luncheon 28 Inspirational WIBF Young Professionals, Anqi Guo, WIBF Content Management Team

Women on Boards 8

7 Traits of Highly Successful Women on Boards, Miranda Abraham, WIBF Head of Women on Boards/Senior Appointment programme

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Take the NED/Trustee Challenge: Build your internal and external profiles, Heather White

10 Women on Boards Profile, Meet Angela Henderson, Director - Prime Services, Barclays, Chair of Borne NEC Appeal Committee

Business Focus 12 The Future of Banking, Pamela McIntyre, Head of Banking Audit, KPMG

Career Management 15 Business Skills Development, Starting my Sloan journey, Kirsten Zverina

WIBF Reviews 31 Book and Gadget Reviews

Events 32 – 41 Regional Previews and Reviews 42 – 43 Forthcoming Regional Diaries

Women in Banking and Finance Magazine

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Editor

Marian Costello Editor-in-Chief

A warm welcome readers, WIBF as a networking group provides you with access to key individuals. WIBF was fortunate to have had as their first patron a truly trailblazing woman, the Baroness Platt of Writtle, who passed away in February 2015. Read about her in an article on her life and how she influenced the changes that have made working for women much easier. I know there is still a way to go but she certainly has made the road easier for us.

The WIBF Executive Team are all looking forward to the Annual Awards Lunch event on 12th June 2015. Will you be there? If you have attended the Awards Lunch before you will know what an interesting and informative event it is. If you have not attended the Awards Lunch before, why not book a ticket? Do you and your team need a team building event, if so, why not book the team in for an event which will be memorable. There will be two great speakers, our keynote speaker, Helena Morrissey CBE and our distinguished guest and speaker, Geeta Sidhu-Robb – read more about them inside in the Awards Lunch section.

The WIBF magazine has many interesting articles and details of upcoming events. The Women on Boards section reviews an event on the ‘7 Traits of Highly Successful Women on Boards’, Heather White has written an article on ‘Take the NED / Trustee challenge: Build your internal and external profiles’ and there is a profile on Angela Henderson, from Barclays who is also a Patient Governor of Chelsea and Westminster Hospital Foundation Trust

Tara Kengla, Partner at EY, has written about ‘The time for gender parity is now’. Pamela McIntyre, Head of Banking Audit at KPMG has written about ‘The Future of Banking’.

Rebecca Doodson, Manager of Integrity and Ethics at the Chartered Institute of Securities & Investment (CISI) has written an article on ‘Why Integrity matters?’

Martha McKenzie-Minifie, WIBF Head of Marketing and Communications, updates us on the results of the ’WIBF Member Survey’. As well as Credit Suisse, ING and Barclays International Women's Day 2015 activities and Social Media.

There are Corporate Member profiles of Maria Vildavskaya, Ship Operator, BP Shipping and Camille Drummond, Head of Trading Business Services, Central Finance, BP. Further articles include Volunteering, The competitive edge of wellbeing, WIBF Reviews on the Essays of Warren Buffett and the Apple Watch.

Kirsten Zverina writes about ‘Starting my Sloan journey’ as she progresses through her course at the London Business School. Anqi Guo, WIBF’s own roving reporter has provided us with a new section ‘Inspirational WIBF Young Professionals’.

She has interviewed Anna Pawlowicz, Account Executive, Corporate Solutions, Nasdaq and Celine Ho, Credit Agricole CIB. There are Event Previews and Reviews for London, Edinburgh and Glasgow. There is a 2015 diary of events and further events can be found on www.wibf.org.uk. You will also find information on membership benefits and programmes.

I am Trustee of a Charity that helps people with neurological conditions and recently ran a fundraising quiz evening attended by many people with neurological conditions who were out with their friends having fun. The day after the event, one of my friends who had attended, sent me an article about a nurse who had discovered that patients had 5 key regrets when they were aware of their imminent death due to lifelimiting illnesses, which were : 1. I wish I’d had the courage to live a life true to myself, not the life others expected of me.

2. I wish I hadn’t worked so hard.

3. I wish I’d had the courage to express my feelings.

4. I wish I had stayed in touch with my friends.

5. I wish that I had let myself be happier.

A list that is worth us all reviewing and ensuring that we are doing all we want with our lives whilst we can.

My great thanks goes to all the contributors to the magazine and those volunteers who have given their free time to research, interview, write, proof read and assist in many other ways. This includes members of the WIBF Executive team and the Magazine content management team – what a great team effort! The old adage ‘If you want something done, ask a busy person to do it’, generally seems to work.

Wishing you all a sunny summer.

All the best

Marian Costello Magazine Editor-in-Chief Email: marian.costello@wibf.org.uk

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Women in Banking and Finance Magazine

President

Take the Challenge

Janet Thomas WIBF President

I spend a lot of time talking to corporate members and one of the issues that they flag up time and again as a major concern for the sector is the retention of young women in the industry.

Recruiting bright, ambitious women to the banking and finance sector is not a problem, it is retaining them beyond those first years that is turning out to be the issue.

This of course has implications for future women leaders and boardroom members – if the executive pipeline is spewing out the young before they really get going then where will the future female leaders come from?

This is a challenge that all of us need to rise up and meet. The banks and financial institutions, WIBF, all of us must ask not only why is this happening but what can we do to combat it.

WIBF have started to try and answer these questions by setting up the New Starter Initiative with inspirational young WIBF members and figures from outside our network, partnered with several corporate members.

Although we initiated this conversation, it did not always make for comfortable listening. The first meeting established that female starters in the industry did not feel that WIBF was for them – they believed the organisation was predominantly for middle-management to senior women and that WIBF was out of touch with younger women who may have just been in the business for fewer than five years.

So, just when young women need meaningful help with their career, just when the pipeline is at its weakest and when WIBF could be the strongest support we are not seen to be there. It is a sobering thought, especially when we know that our network could genuinely help these young women. One thing we are doing is pressing on with our digital strategy to improve access to the WIBF network. What else can we do? What can you do? I would be very interested to know what you think about this issue and what best practice you may know. Email me at magazine@wibf.org.uk.

The theme of this edition of WIBF Essential Network magazine is ‘Take The Challenge’ so let’s take this challenge and run with it.

Significantly this issue of a leaky pipeline and retention is pointed out in an article from McKinsey earlier this year ‘Fostering women leaders: A fitness test for your top team.’ The article poses five questions to help start a challenging management conversation about the issue.

“In this article, I’ve distilled some forward-leaning practices into five questions that can serve as a fitness test for your top team. In my experience, an organization that is making progress on such issues tends to explore them in concert. At the very least, these questions can help generate the kinds of challenging conversations that executive teams around the world should be having. The stakes are too high not to have them.

1. Where are the women in our talent pipeline?

2. What skills are we helping women build?

3. Do we provide sponsors along with role models?

4. Are we rooting out unconscious biases?

5. How much are our policies helping?

These questions are useful to all of us.

We listened carefully to what our members had to tell us about WIBF via the survey conducted in December 2014 (read about the survey results on page 19) and we have been hard at work improving WIBF’s content and delivery so that it best meets our members’ needs. We are making exciting progress with our new website which will widen access to speakers and events through online videos. A WIBF app is in the offing for the magazine and for booking events. We usually publish the PEP calendar in November but we are aiming to get it online even earlier this year.

To demonstrate our nationwide strength we aim to have regional contacts for corporate members where possible. Reaching wider afield I am absolutely delighted to say that WIBF Dublin will be re-launched later this year.

I was honoured to speak at a Barclays Leadership Event, ‘See What You Don’t See,’ earlier this year. Hosted by Group CEO Anthony Jenkins, we shared insights from across subject matter disciplines of how a gender intelligent approach has supported and, in some cases, resulted in success for the respective business.

Ten women gave presentations. These incredible women were masters in fields as diverse as car design and marketing. The event for me reiterated the point that WIBF makes time and again that being good for women means being good for business. They are not separate issues.

From the McKinsey article and from the Barclays event we know it is essential to share the stories of phenomenal women in our industry. It is WIBF’s role to shine a light on female talent, on women like these, on women like you.

I was saddened to learn that Baroness Platt of Writtle, the first patron of WIBF (serving from 1987 to 2000), died, aged 91, in February.

However, it is with great pride that WIBF remembers her exceptional achievements (see page 4). An extraordinary woman, she was one of Britain’s first women aeronautical engineers; in 1943, she was recruited as a technical assistant to work on the Tempest fighter plane, joining 60 male engineers who were “staggered” when they discovered their new colleague was a woman. Baroness Platt was the first woman member of the Engineering Council and latterly chaired the Equal Opportunities Commission between 1983 and 1988.

So, the nominations for the 2015 Awards for Achievement are in. It is a formidable field this year. Of course, all the nominees deserve to win but we are excited about seeing who, on the day, will take home the awards. We’re looking forward to the whole afternoon of celebrating female talent with our keynote speaker, Helena Morrissey founder of the 30% Club, and distinguished guest, Geeta Sidhu-Robb founder of Nosh Detox. Find out more about these inspirational women on page 25 I’ll look forward to seeing you there too.

Janet Thomas WIBF President Women in Banking and Finance Magazine

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Baroness Platt of Writtle

WIBF Patron1987-2000 Baroness Platt of Writtle CBE, DL, FREng WIBF learnt with great sadness that Beryl Catherine Platt, Baroness Platt of Writtle, passed away on 1st February 2015 at the age of 91.

She was the first WIBF Patron from 1987 - 2000. She achieved many things in her life, becoming one of Britain’s first female aeronautical engineers, the first woman member of the Engineering Council and only the second to be elected to the Fellowship of Engineering. In 1983 she accepted her first paid job in 30 years as Chairman of the Equal Opportunities Commission (EOC). In this role, she wanted to ensure that employers put practical steps in place to enable married women to work and also to undertake careers in engineering. It is strange for those of us in the workplace now who are married to even think that at one time, once a woman got married she had to give up her career.

Baroness Platt of Writtle’s Telegraph obituary had the following paragraph: “Brisk, kindly and bursting with good intentions, as chairman of one of Westminster’s least-loved quangos Lady Platt found herself cast as piggy-in-the-middle in the equality debate. “There are male chauvinists on one side, militant feminists on the other and me on a high wire in the middle,” she said. She was “passionately interested” in job-sharing, flexi-time and helping married woman to get back into the mainstream, but felt that this was better achieved voluntarily by employers than imposed by government.”

In 1984 Beryl Platt, co-founded WISE (Women into Science and Engineering). Whilst Chair of the EOC, she maintained an active interest in the campaign throughout her life as a WISE Patron. WISE has 30 years’ experience of inspiring girls to pursue STEM (science, technology, engineering, mathemeatics) subjects. Writing in WISE News in 2004, she warned that the shortage of skills in key areas of industry would increase if we failed to encourage more young people of all academic abilities to take up training and careers in science, engineering and technology. Her message celebrating 20 years of the WISE Campaign is just as pertinent today: “Our quality of life and the success of our economy depend on these vital skills so we must persevere with encouraging over 50% of the population - girls - to enter SET in the future.”

Ann Leverett, ex-WIBF Operations Manager recalls “She was always such a lively character I remember her standing up to John Stewart then CEO of The Woolwich at one Annual Address about the closure of high street branches.” For WIBF’s 15th anniversary she hosted the celebration at the House of Lords. Five years later in 2000 she handed over the Patronage to Baroness O’Cathain at the 20th WIBF anniversary hosted at London City Airport.

Baroness Platt of Writtle maintained an interest in WIBF after handing over to Baroness O’Cathain, she regularly read the WIBF Magazine. She sent me a wonderful letter saying how she read the WIBF Magazine from cover to cover and always found it inspiring and interesting.

She is remembered by so many people. On hearing the news, Dame Wendy Hall, Professor of Computer Science at the University of Southampton and a Director of the Web Science Institute, said, "She was an amazing lady and great supporter of so many women in engineering, including myself."

WIBF were fortunate to have such a forward thinking woman as our Patron at a time when it was so important to have a person of Baroness Platt of Writtle’s calibre and influence to support the growth of opportunities for women. As someone who had a career in Technology I am thankful that we had someone like Baroness Platt of Writtle to make that road a little easier.

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Marian Costello, WIBF Magazine Editor in Chief Women in Banking and Finance Magazine

Movers & Shakers Congratulations to WIBF award winners are the ones to watch for continued impact in the finance industry.

Marisa Drew of Credit Suisse who won the 2008 WIBF Achievement Award never ceases to wave the flag for women in finance. Not only was she recognised by the BBC, Fortune Magazine and Financial News as one of the Most Powerful Women in Business and Finance, she has now also been nominated for the prestigious Veuve Clicquot Business Woman of the Year Award. We are always tremendously proud of our women and on behalf of the WIBF community, we want to send a massive congratulations to Marisa and good luck!

Joanne Theodoulou, WIBF Head of Governance, on her appointment to General Counsel at NetOTC. NetOTC is a new platform providing innovative risk management for nonstandardised OTC derivative transactions.

Edit Laszlo, Customer Experience Product Director . RBS, Commercial & Private Banking and WIBF Member chosen as one of the Brummell ‘Ones to Watch 2015’.

Simona Fionda, WIBF Executive board member, on her new position as Vice President of Operational Risk Internal Audit at Barclays.

Liz Hughes, WIBF member and Founder and Managing Director of ionStar has been shortlisted for the Women in Compliance 2015 Awards in the Compliance Innovator of the Year category. Liz has also joined the WIBF Events Committee.

Sayara Beg has been elected to the Board of The Operational Research (OR) Society (a charitable body representing professionals in the branch of Data Science, Analytics and AppliedMathematics in Business).

She also represents The OR Society at the London Mathematics Society on the Women in Maths Committee, which actively lobbies the Government, the FTSE 250 organisations and major league academic institutions for a better representation of women with Mathematics backgrounds in senior management and executive board positions. She will also be representing the OR Society, as their Diversity Champion, on the Science Council Diversity Committee. Sayara is a STEM Ambassador encouraging young girls to take up STEM subjects, to consider building a career in STEM subjects and become the Future STEM leaders.

Jane Oliver, WIBF Executive Board Member, is now the IT EMEA Regional Chief Operating Officer for Credit Suisse. Jane is also President of the University of Edinburgh London Alumni Network having graduated from the university with a BA and MBA. She is a Distinguished Toastmaster and regularly coaches on public speaking.

Rina Goldenberg Lynch, WIBF member, is now Managing Director at diversity and inclusion consultancy Voice At The Table. Rina has 20 years of experience as a City lawyer (Clifford Chance LLP and ING) and was a founding member of ING’s Diversity and Inclusion forum.

Heather Mullins, WIBF Networks, is moving to Singapore. We wish Heather well as she explores new opportunities and thank her for all the work she has done in running our Network events.

Nicola Parker, WIBF Bristol Committee member, on her new role at the Co-op Bank and wish her every success for the future.

WIBF want to be able to demonstrate the wealth of female talent that exists in the financial services industry so keep us informed of your achievements, awards, promotions, board role, governors role, change of role, new role at new employer by emailing operations@wibf.org.uk.

Women in Banking and Finance Magazine

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Membership News

We would like to welcome all those new members who have joined WIBF recently and also welcome those new members who are joining us from First State Investments.

It is very positive that membership to WIBF continues to grow. The chart below shows the increase in new joiners across the same period in both 2013/14 and 2014/15.

Portal Access We have had numerous requests for password resets for member accounts. Please ensure you log in via the Portal log in area using your username and password supplied. If you have forgotten your password, please ensure that you follow the link ‘Forgot your password?’ on screen.

Please keep your details updated to ensure you receive our newsletter, magazine, invitations to events and news. We would request members book online for events, by logging in as described above.

Annual General Meeting As mentioned in the last newsletter the AGM will be taking place on 21st April at 7pm at the offices of Royal Bank of Scotland, 135 Bishopsgate, London. If you wish to attend, you must be a paying member of WIBF and you must register your attendance by contacting Jackie.Chatfield@wibf.org.uk at least 1 week before the meeting.

Amanda Lawman WIBF Head of Operations

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Women in Banking and Finance Magazine

Regional News Edinburgh

Sharon Forder Co-Chair, WIBF Edinburgh

Looking forward to the 2nd half of 2015 gives us all time to reflect on what we’ve achieved so far in 2015 and the challenges that lie ahead. Those challenges could cover longer term career goals, your next role, personal development or be fitness related. They may involve taking on a personal challenges to run a marathon, take part in an organised cycle or something else close to your heart to raise money for charity. Whatever it is face it with excitement, use people around you to support you and stretch yourself out your comfort zone. Taking on a challenge means more than “Take the Challenge” you need to “Rise to the Challenge” in whatever form it takes.

Set yourself a target, be clear on the outcome you are driving towards and if you stumble on the way, pick yourself up, learn from that stumble and then move on.

WIBF can help you on your journey and we look forward to seeing you at the events we have planned this year.

Suzanne Reynolds Co-Chair, WIBF Edinburgh

Glasgow “Don’t limit your challenges, challenge your limits” Jerry Dunn - America’s Marathon Man This quote has never been more relevant for me than this Spring. I have seen many people taking to the beautiful streets of Glasgow as I travel to and from work preparing for their gruelling marathon challenges. Many of them are not seasoned runners who take the challenge for very worthy charitable causes, pushing themselves to their limits both physically and mentally. I am full of admiration for their commitment and often find that it helps to inspire me both personally and professionally.

Cristina Chimenti Chair, WIBF Glasgow

It is also reflective of our newly invigorated Glasgow Board and the vision which we have embraced over the course of the last 9 months. Every single individual has taken the challenges of working to increase our corporate and personal memberships through a revitalised and exciting programme of events. We have seen a significant increase in the number of attendees at events. A renewed enthusiasm and drive across the Board has really helped to make them a success. We very much look forward to the remainder of 2015 and 2016 being full of fresh ideas that will hopefully continue to build our profile in the region and sustain the momentum that we have started to gather.

Bristol Life is full of challenges. They crop up daily in our professional and personal lives. We often view challenges in a negative light – as obstacles, designed to “trip us up” and prevent us from achieving our goals.

But what if we viewed challenges differently? Not as obstacles, but as opportunities. Every time we become faced with an "obstacle" it instead becomes an opportunity to refine our approach, consider alternatives, adapt and learn from the experience. What if we embraced each opportunity, challenged ourselves, make the move out of our comfort zones and into the unknown. Sure, the unknown is scary but if you don't try, you will never know what you are capable of, and if you don’t know your capabilities - how can you measure your success? Success is, after all, what we all want to achieve.

Marissa Mayer, current CEO of Yahoo and one of the most influential females in business today, sums it up well: Elaine Meyrick Chair, WIBF Bristol

“I always did something I was a little not ready to do, I think that’s how you grow. When there’s that moment of ‘Wow, I’m not really sure I can do this,’ and you push through those moments, that’s when you have a breakthrough.”

If this attitude helped Marissa get to where she is today, just think what it could do for you.

Women in Banking and Finance Magazine

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Women on boards / 1

7 Traits of Highly Successful Women on Boards

On Wednesday 21st January, the WIBF Women on Boards Programme held an event entitled ‘7 Traits of Highly Successful Women on Boards’.

The event was hosted by Barclays and comprised of a keynote by author, Dr Yvonne Thompson, which was then followed by a lively panel discussion made up of women currently on boards, namely: Claire Arnold, Antonia Belcher, Elizabeth Holden, Sheekha Rajani and facilitated by the inspirational Carol Rosati. Carol is the Global Head and Founder of ‘Inspire’, the influential business exchange, a business network, connecting over 5,000 board level business women over four continents.

She is a regular media contributor and speaker in the diversity debate and a qualified executive coach.

The event was opened by Miranda Abraham, Head of Corporate & Public Board Appointments, WIBF who talked about the need for greater representation of women on boards, the success of the WIBF Women on Boards Programme and the opportunity that the current gap in gender diverse boards creates for WIBF members with board aspirations.

Dr Yvonne Thompson gave an opening keynote explaining some of the challenges she had faced growing up in the UK as minority during the 1960s. She explained how the adversity she experienced as a young girl shaped her into the strong person she is today and motivated her to strive for the very top. Key themes that emerged from the panel discussion were:

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Women in Banking and Finance Magazine

1) Being authentic and true to yourself 2) Creating a sidebar of experience and opportunities outside of the day job 3) Knowing how and what to prioritise and having the courage to take on new/additional responsibilities 4) The importance of grit and resilience and how difficult experiences when growing up shape the person you become Over 150 people attended the event and took part in a lively Q&A session with the panel around the attributes of women that make it to the boardroom. At the end of the panel several members of the audience won a copy of “7 Traits of Highly Successful Women on Boards” and there was also book signing by Yvonne Thompson.

Miranda Abraham WIBF Executive Board Member and Head of Women on Boards/Senior Appointment programme miranda.abraham@wibf.org.uk

Women on Boards / 2

Take the NED / Trustee challenge: Build your internal and external profiles

In the last issue I talked about the 3 ways you will hear of NED/Trustee roles. These are: 1. Recruitment / Executive Search Firms (about a 10-20% chance PROVIDING you are the right type of person for them) 2. Job Boards (about 200-300 people are applying for roles, especially the paid roles) 3. Networking (80% chance of hearing about a NED/Trustee role PROVIDING you have a network) In this article I want to take you a step further and show you how to build your networks to improve your success rate, boost your profile and help you gain access to a wider network. This should also open up other opportunities for you.

This article outlines two separate approaches as networking opportunities will be slightly different for: A. Those working in large organisations B. Those working in smaller organisations or running their own business A. For those in large organisations there are three ways you might be able to network internally to gain a footing in this field: 1. If you are part of the talent pool, your company may run an external experience programme. This programme is likely to consist of secondments, volunteering, charity fund raising and some offer help finding NEDs / Trustee roles.

You may want to ask your Head of Diversity / HR / Talent what support they give, what sorts of things are on offer and whether or not you can be included.

Before you approach anyone however, think about why organisations want to invest in you by creating external experiences. It takes budget, effort and resource to help you so spend some time thinking about how your skills, experience and expertise could help the company and those you may be put in front of.

2. Introduce yourself to your CSR Department as normally there are heaps of things going on there which could include creating external experiences for staff. It's possible there may be a cross over between leadership development and CSR, though they may have different routes to the same market.

One of our partners is Career Volunteer which specialises in placing talent onto Trustee Boards. Whilst we specialise in placing talent on commercial Advisory Boards (including the FTSE 500) they work with a number of large organisations through the CSR route.

We recently interviewed a Director from KPMG who got his NED role through the CSR route (Interview due to be published in April on www.nonexechub.com).

3. Do you have an M&A Department? If so, build relationships here because they are often seeking to place key staff on boards.

In summary, for those working in large organisations, start with your internal networking as there could be a few routes to market here. The very act of networking this way will do your brand, profile and reputation nothing but good!

B. If you work for a smaller business or run your own company I’ve three suggestions that should work for you: 1. Whilst this first tip applies to everyone, it is especially important for people working in smaller companies and business owners. Build your expertise and make sure that you are publicising your achievements in the virtual world.

This is particularly important for you as it’s one way to match people from large corporations in terms of profile and ‘perceived’ credibility.

2. Attend networking events where you are likely to meet CEOs/Chairs/CFOs from industries and sectors that are noncompetitive to your business. If you don't know how to find these networks, we can help you.

3. When you have conversations with anyone of importance, it is vital you highlight your expertise and experience in relation to ‘their’ world. Your job is to help them see you as a NED or Trustee rather than just what you currently do for a living. Even if you are a CEO of your company, make sure you use the term Non-Executive Director in your conversation.

If they don't ‘hear’ you as a NED, they won't ‘see’ you as a NED! If you want to be seen as a NED you have to act and talk like one.

Whether you work for a large or small organisation I recommend you review and update your CV and LinkedIn profile. Networking should always come first as it takes so much longer but if you have a 12 month plan for securing your first Trustee/NED role or for joining an Advisory Board then getting your CV and LinkedIn profiles sorted should be part of it.

Our team has recently been joined by a specialist in writing NED CV and LI profiles and he was saying a top recruiter said over 80% of CVs he sees are really poor. Even if you don't use recruiters for your job search you still need a CV and you are more likely than not to be checked out online.

Heather White CEO, Networking Expert and Connector, The Non Exec Hub & Smarter Networking The Non Exec Hub helps talented individuals to become connected to the Board within organisations they may not otherwise meet and enable them to build very useful networks. Networks that will lead to opportunities, broader industry/sector knowledge, collaborations and career development. All with the benefit of bringing this knowledge and insight back into your organisations. www.nonexecub.com & www.smarter-networking.com Speak to Heather: heather@nonexechub.com Watch interviews with experienced NED/Trustees: https://www.youtube.com/channel/UCuNFMo_nqLxGAHbbauYOtcw/feed Women in Banking and Finance Magazine

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Women on Boards / 3

Women on Boards Profile Meet Angela Henderson Director – Prime Services, Barclays Chair of Borne NEC Appeal Committee

Tell us about your career to date.

I did my degree in Law with French at the University of Leicester, including a year studying French law at the Universite Robert Schuman in Strasbourg and went on to Law School in York. Before starting my articles at the firm now known as Dechert I worked for the CEO of futures brokerage in Germany as inhouse lawyer and interpreter. At Dechert I qualified into the Corporate and Banking department where I gained experience of a wide range of transactions from bank debt to M&A. I became European General Counsel at Citco Fund Services in Amsterdam and developed a team of lawyers working on hedge fund and fund of funds, involving structuring and restructuring as well as negotiating client documentation and advising the firm on its liabilities and duties as administrator and corporate director for its clients.

I joined Deutsche Bank's prime business in 2000, helping to build one of the leading global equity prime businesses, winning business from and growing relationships with clients in both Europe and the US. I moved to Deutsche's equity business in 2009 where I built, developed and managed a coordinated corporate access business, consulting with companies on their global corporate marketing and investor relations strategies and working with investors to deliver appropriate access to corporate management. The business was voted number one by clients in Institutional Investor and Greenwich surveys in 2012 and continues to be one of the leading franchises in this area.

I left Deutsche in 2012 to spend more time on my company, PharmaSys Limited, which develops and provides innovative web-based pharmacy management systems to the pharmacy industry and on my role as chair of the finance committee at All Saints Fulham, a church trust. I continue to serve as a non-executive director of PharmaSys and member of the project management board at All Saints.

In 2013 Barclays prime hired me to diversify their business by adding more equity finance clients. I am responsible for equity prime sales in Europe.

I became a Governor of Chelsea and Westminster Hospital Foundation Trust in December 2013 and in 2014 launched an appeal to raise just under ÂŁ900k to fund a three year research project looking at reducing the incidences and consequences of necrotising enterocolitis which causes death and long term disabilities in premature babies.

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Women in Banking and Finance Magazine

As a successful business woman what are some of the challenges and/or opportunities you face in your career or line of business.

My biggest challenge is being time constrained. My interests are quite diverse across financial services, healthcare and my Christian faith. All three are extremely important to me and I passionately enjoy and immerse myself in them. I find myself saying at least once a day that I wish I had more time. Working with hedge funds for Barclays is my executive full time role and everything else has to get done in any spare time I can find. And in the healthcare sector there are many challenges so I have to pick my projects carefully.

My broad range of interests has provided me with the opportunity to meet a diverse group of people and understand a varied range of sectors. I've had the opportunity to use what I have learnt in all areas to benefit my work in the others. For example the financial capability acumen learnt in banking has been essential in my church and hospital work; the understanding of the obligations of charitable trustees learnt at my church has helped with my fund raising work at the hospital; working in other sectors helps me to keep my feet on the ground in financial services.

What has contributed to your success so far?

My determination is probably the single most important contributor to my success. I will not give up. I truly believe that if I want to achieve something, eventually I will do it.

How important has it been for you to have a mentor or a champion in your career and why?

I have had a number of mentors and champions over the years and it is very important to help navigate an organisation, get a reality check such as both positive and negative feedback on performance and behaviour. I think women tend to be hugely critical of their performance and having mentors and champions tell me I'm doing really well when I think I'm pretty average has given me confidence to face certain situations and challenges with more strength than I otherwise would have.

Women on Boards / 4

What would you suggest to women who would like to volunteer in the community?

What has been the most defining moment for you personally in your career?

Do it but make sure you are passionate about the cause. Don't waste your time ticking the volunteer box. Make sure the time and skills you bring are really needed and valued. And don't give up the day job.

Hard to pick one as I have had many and each involves a career change of direction eg. Becoming a solicitor, moving from private practice to in-house lawyer, entering the hedge fund industry, building sustainable and top rated client businesses, having the strength to leave them and move on to the next challenge even though it would have been easier to carry on doing something I already knew I could do.

What are your views on addressing the need to increase the number of women on boards? Should this be addressed by having mandatory quotas or change in the corporate governance for each organisation?

I don't believe in mandatory quotas but on the other hand remain constantly dismayed at the lack of women in senior positions in the financial services sector particularly in the UK. There is no question that changes are needed in order to recognise that there is female talent which has the skills and experience to take on senior positions. I can't help thinking that taking maternity leave has a material adverse effect on career progression for women, partly because it seems to insert into managers' minds a whole raft of unspoken assumptions about a woman's ability and commitment to the job. However I don't think that's the only factor.

As regards increasing the number of women on boards, clearly there has been some progress in this regard but adding female non-executive directors is not enough. We will only improve the proportion of executive directors if we have women taking senior positions in our business - ie. my first point.

What skills/training have assisted you in obtaining your position as a Non-Executive Director/Trustee/ Committee member?

Listening. Understanding the broad business picture. Establishing and articulating a clearly defined strategy for achieving business goals.

Speaking in plain English and challenging others (in a nice way) when they do not.Training as a solicitor has given me an eye for detail and an ability to read, digest and use a lot of information in preparation for a meeting or business decision. Ability to chair a meeting.

How has the WIBF 'Women on Boards' programme helped with securing your recent appointment?

The WIBF and Women on Boards programmes have supported me through the process and forced me to think about where I was in the process of obtaining board roles and plan for my aspirations. They gave me the idea and the confidence to stand in the governor elections at Chelsea and Westminster Hospital where the organisation has the benefit of my skills and in turn I gain further valuable experience.

What advice would you give a younger woman who is at the start of her career and wishes to take up a Board appointment in the future?

Be the best at your chosen career and make sure you love it. Build a strong network of business and personal relationships. Never burn bridges. Remember that your peers when you are young and relatively junior will be business leaders and decision makers in the future. Always make time for your family.

Angela Henderson Director - Prime Services, Barclays Chair of Borne NEC Appeal Committee

Women in Banking and Finance Magazine

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Business Focus / 1

The Future of Banking

Pamela McIntyre Head of Banking Audit, KPMG

Alternative finance, in the shape of online peer-to-peer finance platforms, along with the so-called challenger banks, is beginning to establish itself as a viable means of sourcing finance and investment for small businesses and consumers in the UK. New approaches to interacting with customers via online marketplaces and the innovative use of technology are the hallmarks of these new entrants, making them interesting propositions to watch. While the Big Five – HSBC, Barclays, Lloyds, RBS and Santander – retain their stronghold in high-street banking, and are not about to lose that ascendancy any time soon, these new entrants nevertheless represent a significant trend. We can perhaps no longer assume that customers will make the major retail banks their first port of call for loan applications or look to them first as a home for their savings.

P2P Taking online peer-to-peer lenders such as Funding Circle and Thin Cats as an example, these players will have lent £1.74 billion to around 7,000 small and medium-sized enterprises by the end of 2014, according to a report by innovation charity Nesta. That figure represents just 2.4 percent1 of bank lending to this sector overall and it will clearly take time to build any meaningful market share. However, if we look at the pace with which these alternative providers have made those gains, they could potentially transform that 2.4 percent market share to 10 percent for this sector over the next five years.

So, what can their success so far be attributed to? As small businesses, these alternative providers have been able to take advantage of designing and building online models from the outset. They also have lower costs than traditional banks and they operate under minimum regulatory requirements. This model has proven attractive to customers: in its study Understanding Alternative Finance, Nesta found that 862 percent of its sample would be likely to approach a peer-to-peer lending platform even if a high-street bank could offer similar terms.

Challenger banks The challenger banks have had some successes as well. Their strategy has been to look for gaps in the market and to adopt business models and approaches that focus on services that the established banks might underplay.

Metro Bank, for example, has the ambitious aim of opening 200 branches in the South East by 2020. It claims to want to reverse the decline of branch banking by changing the customer experience, opening branches that are people friendly – and pet friendly. Its outlets open for longer hours, offer free use of coin-counting machines and even provide free dog biscuits.

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Women in Banking and Finance Magazine

The established banks will certainly retain their leading position in the competition for current accounts. However, the challenger banks appear well placed to target niche markets and develop attractive products.

Swedish-owned Handelsbanken has focused on re-establishing the role of the branch manager by delegating loan decisions to them. This is a move that has gone some way to restore the relationship between branch managers and their customers, enabling managers to get to know customers as individuals.

The established players The major retail banks still occupy a position of strength in both personal and business accounts. While constraints and costs – such as reputation and the legacy IT systems – represent significant issues, the Big Five will not give up their market ascendancy easily. Professor Andre Spicer, founding director of the Centre for Responsible Enterprise at Cass Business School, City University London, who studies British banks, says he expects to see a renewed focus on the customer from the established banks, resulting in suitable and sustainable offerings to the market.

The deposits market When looking at the market for deposits, the picture is more complicated.

Individuals in the UK have a poor record when it comes to savings.

According to the Organisation for Economic Co-operation and Development3, British householders will save just 3.3% of their disposable income in 2015. That is better than the 2.2 percent saved during 2008 when the economic crisis hit, but still lower than the 7.3 percent they saved in 2012. These figures are much lower than householders elsewhere in Europe, who typically save between 11 and 15 percent.

Additionally, individuals who save, do so with an apparent lack of attention to their own aims. David Blake, professor of pension economics at the Cass Business School4 and Alistair Haig, early career research fellow at the Edinburgh University Business School, found only half of their sample saved regularly. They also found a ‘reckless conservatism’ towards savings and investment. Respondents either weren’t saving enough or they failed to take on sufficient investment risk to achieve their longer-term targets.

Blake, who is also director of the Pensions Institute, says the public needs better-designed savings and investment products, with clearly articulated risk profiles and targets. Recent innovations from the fund management industry, he points out, include risk-targeted funds, target date funds, diversified growth funds and income targeting funds. These examples show new efforts to incorporate individual risk preferences and savings goals into the products they design.

Business Focus / 2

The financial services sector still has reputational issues to address when it comes to encouraging the public to pay into savings vehicles. Not all banks and financial institutions have been affected equally by the scandals that have occurred in the past few years, but the image of the sector as a whole has been affected.

The financial services industry and policymakers will also want to look closely at the review of pension auto enrolment that is due to take place in 2017. If the scheme has succeeded, it will have promoted more sustained and meaningful savings. If there hasn’t been significant progress, and if the industry is not perceived to have reformed itself to a degree, the challenge will then fall on government to look at what kind of legislative and regulatory changes will bring about a better savings and investment culture.

Peer-to-peer lenders may continue to attract customers with the offer of higher interest rates but these platforms must still grapple with two key obstacles. The first is a lack of public awareness, something that doesn’t affect the major retail banks, but which in turn suggests a growth opportunity for the challengers. The second is a public confidence issue.

Peer-to-peer lending products often carry real credit risk whereas simple savings products benefit from the Financial Services Compensation Scheme (FSCS) guarantee.

However, the alternative finance industry has worked to address these issues. The Peer-to-Peer Finance Association, which represents the major players, has adopted a new standard for calculating default rates on loans and presenting loan default data transparently, making it easier for consumers to compare one provider with another. It has also begun to diversify; some providers now offer savings products with guaranteed returns on products, such as fixed income bonds.

We are also beginning to see tie-ups between the traditional banks and the alternative finance industry, such as the partnership between Santander and Funding Circle. The British Business Bank has also teamed up with a number of providers and the Treasury is due to consult on a peer-to-peer ISA. This would provide a considerable boost to the alternative finance market, as ISAs are such an important part of the UK’s savings landscape.

The view ahead Trends in customer behaviour hold the key to banks’ strategies for the future. (In an upcoming article we will specifically examine the investment and savings decisions of female banking customers in the UK.) Promoting a more robust savings culture is a priority for the whole industry, so it is to everyone’s benefit that the UK banking sector has a diversity of players, business models and approaches. Given their experience and resources, it seems likely that it will be the established banks that win the race to build the customer experience of the future.

1

Source: http://www.nesta.org.uk/publications/understandingalternative-finance-uk-alternative-finance-industry-report-2014

2

Source: http://www.nesta.org.uk/sites/default/files/understandingalternative-finance-2014.pdf

3

Source: http://www.oecd-ilibrary.org/economics/household-savingrates-forecasts_2074384x-table7

4

Source: http://www.cityam.com/blog/1392812744/cheap-loanshave-destroyed-uk-s-savings-culture-says-pensions-professor pamela.mcintyre@kpmg.co.uk +44 20 73115107

Women in Banking and Finance Magazine

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Industry Expert Series / 1

Why Integrity matters Who do you trust?

Ruth Martin, previous member of CISI’s executive board, did a fantastic job last year of introducing the subject of regulation, rules, policies and ethics to WIBF members. It was an inspiring and thought provoking session. In this issue, Rebecca Doodson, Manager, Ethics & Integrity at CISI, continues the debate so that you can remain current with the subject.

“Who do you trust?” This was the question I posed to a group of sixty 1618 year old financial services trainees at a recent event where we were discussing the importance of integrity. The answers they gave were diverse – “God”, “my friends”, “my parents”, “doctors”, “surgeons”, “my teacher” – but when I asked them if they trusted finance professionals traders, for example - I was met with a room full of wry smiles and laughter. This response is not unusual. Banking and financial services are consistently found languishing in the group of least trusted industries. In the annual Edelman Trust Barometer survey, and a 2013 survey by Ipsos MORI which asked the public ‘who would you generally trust to tell the truth’ put bankers firmly at the bottom of the pile (just above ‘politicians generally’) with 75% of respondents answering they would not trust bankers to tell the truth.

A seemingly never-ending string of scandals in financial services - from Libor to Forex rigging, and PPI mis-selling to the latest allegations of tax evasion levied against HSBC – have taken their toll on an industry which is already held under significant public scrutiny. This perceived lack of integrity is a huge problem facing the industry, and a big part of the reason why there is so little public trust in the people working in the City and other financial centres.

The theme of this issue is ‘Take the Challenge’, and I believe restoring trust is the biggest challenge the financial services and banking industries is currently facing. But how can this challenge be met?

When I asked the group of trainees what makes someone trustworthy, they gave answers such as “they have my best interests at heart”, “he/she has passed exams”, “they tell the truth” and “they have experience and skills that I don’t have”. These responses reflect some of the core traits of professionalism. Professionals are required to gain qualifications, have specialist skills and knowledge and, above all, must act in the public interest. It is no coincidence that professionals such as doctors and teachers are consistently rated as trustworthy by the public; the hallmark of professionalism is still something that instils trust and confidence and suggests the person who bears it is a person of integrity.

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Women in Banking and Finance Magazine

The CISI defines professionalism as the combination of knowledge, skills and behaviour, and CISI members are expected to demonstrate all three qualities. Qualifications are a pre-requisite to membership and members must keep their knowledge and skills up to date by completing annual CPD requirements. Would-be members have to complete the CISI’s IntegrityMatters test (some 15,000 new entrants to the industry have already done so) and, once admitted, they must uphold the eight principles embedded in the CISI Code of Conduct.

These principles, also known as the Lord George Principles (named after a former Governor of the Bank of England), impose an obligation on members to act in a way beyond mere compliance and to support the underlying values of the Institute. The Code of Conduct reinforces that good behaviour, or ‘doing the right thing’ is about more than just following the rules. This is something that was brought up by the trainees.

When I asked “what would someone have to do to lose your trust?” none of them mentioned rule-breaking. They were more concerned about adhering to a social code; “if they lied to me”, “if they broke a promise”, “if they told someone my secrets”. Behaving well is about adhering to the spirit as well as the letter of the law, and about keeping the interests of customers, clients and the public at the heart of everything that is done in business.

CISI membership is a demonstration of professionalism, of reliability and trustworthiness. If trust is to be re-established in banking and financial services, individuals working within the industries need to recognise the importance of integrity and uphold the qualities of professionalism. If the right combination of qualifications, skills and good behaviour can be embedded, perhaps if I find myself discussing integrity with the next generation of trainees, they will answer “finance professionals” in response to my question “Who do you trust?”

Rebecca Doodson, Manager, Ethics & Integrity at CISI

Rebecca Doodson is Manager of Integrity and Ethics at the Chartered Institute of Securities & Investment (CISI). She oversees the delivery of the Institute’s Integrity initiatives to members and supporter firms, which aim to raise ethical standards in the financial services industry.

Previously, Rebecca worked at the Association of Accounting Technicians (AAT) as Senior Conduct and Compliance Officer (2009-2014), with a particular focus on ethics and professional standards. Rebecca is also currently studying towards a Masters degree in Applied and Professional Ethics with the University of Leeds in her spare time.

Career Management / 1

Business Skills Development Starting my Sloan journey

If you happen to be reading this latest edition of the WIBF magazine and are wondering what next steps you could take in your own career, perhaps this part of my own story can help you. Having recently completed the CFA Program and having thoroughly enjoyed both the learning experience and its applicability to my career - I was soon looking for the next step.

Though I felt that the CFA gave me great technical strength in finance, I still needed to round out my business and management expertise. I have worked in several industries and functions - which has given me a great depth of skills and understanding to draw on - but it is limited to those areas. Overall, this was too slow a path for me to support my ultimate goal of moving into general management. I needed a faster method, to better understand the corporation as a ‘whole’.

So I started researching options for the traditional MBA route i.e. Masters in Business Administration. While this is a very academic approach, I felt that broader business education was the key to developing my business knowledge faster. Plus, I hoped exposure to the firm at a broader level would help me find the areas that most sparked my own interests and thus, help me prepare a path for a long-term career in general management. On researching such options, I was surprised to see that most MBA degrees target students just starting their management careers.

Until that is, I was recommended to check out the Sloan, a full-time masters option, launched by Alfred P. Sloan (Chairman of General Motors 1937-56). “Sloan” is a program taking those with significant experience and crafting them into better general managers, hence, it is known as the ‘Sloan journey’ for its emphasis on transformational change.

It is offered at the MIT Sloan School of Management (where it first started and currently focuses on innovation), the Stanford Graduate School of Business (where the connections with Silicon Valley are currently on offer, and is now known as the Stanford MSx); and since 1968, when it was brought to Europe by Prof Charles Handy (Marketing Executive at Shell from 1956-65), it is also offered at London Business School (LBS). As I am personally looking for global roles, I needed a highly international degree, in terms of: cohort, faculty, teaching content and alumni network distribution. I wanted to learn from the most experienced cohort – so I chose the Sloan Masters in Science, in Leadership and Strategy, at LBS.

I am very proud to say I was accepted by LBS in 2014 and just started classes in January 2015. I’m even more thrilled to say, the cohort, faculty, class content and even the alumni network, has not only lived up to my high expectations already, it has exceeded them! I can’t count how many alumni have already reached out to help me, or how much I’ve already learned about the world from my Sloan 2015 cohort - they come on average with 18 years experience from 26 countries! This deeper understanding, the class and alumni network can help provide, is invaluable – from their varied first hand experiences in so many industries, they allow access to insights and expertise, to exponentially widen your ‘frame’ of the world, from your very first day of class.

I look forward to writing for WIBF again when I’m further into my masters and starting my research project, I hope to be able to give you an even richer perspective on the Sloan journey. Until then, what I’ve learnt at this starting gate - so far - is that you’re never too old to follow your dreams and enrich your life and that of those around you. The average age in my Sloan 2015 class might only be 42 years but there’s a wide diversity. Some of the most influential members of the class and alumni are well into their late 60s and 70s. So wherever you are in your career - just starting out, or considering a new career postretirement, there’s a great range of options for further education, including masters. I hope you find the choice that’s perfect for you!

Kirsten Zverina WIBF Reviews and Career Management WIBF Content Management Team

Women in Banking and Finance Magazine

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Corporate Member Profile / 1

Meet Maria Vildavskaya Ship Operator, BP Shipping

When did you start working for your current employer and in what capacity?

I started at BP in September 2013, joining the graduate scheme in the trading division. The first of three 12-month rotations was a role in the BP Group Treasury, where I worked as a forex analyst. I am now working in front office operations, as a ship operator looking after shipments of a spectrum of refined petroleum products.

What aspects of your role do you enjoy the most?

Working with a wide range of products has exponentially increased my understanding of refined products and the rotational structure of the graduate scheme has meant that I can experience several segments of the company in depth. The dynamic working environment, which involves problem solving by using personal and technical skills, plays to my strengths and brings variety to the job – you never know what the next day may bring!

What attracted you to work within the financial services industry?

My interest in the oil and gas industry stemmed from two summer internships at Gazprom Neft, where I worked in Investor Relations – combining my interest in physical products with working in the wider financial services industry. BP has been a good fit for this interest, as the trading division combines the dynamic financial services industry experience with an opportunity to work for an oil and gas major. My undergraduate dissertation was focused on oil and gas in Russia and the Soviet Union, which further attracted me to working in the industry.

What are some of the most important criteria you look for in choosing your career options?

For me it is crucial that the work itself keeps me "on my toes" and involves third party interaction. It is also important to work in an environment where you don't have to be afraid to ask for what you want, if you have proven yourself as a capable individual. A place that allows me to develop personally as well as to further my career is also vital. So far, I have found that working at BP provides me with all those opportunities and a lot more.

What would you say is or are your key achievement(s) to date?

Upon joining BP Group Treasury, I was assigned a role on a project which allowed me to take the lead on delivering business critical solutions within the Treasury. Completion of the first stage of the project has led to rolling out best practices across some business segments. This project allowed me to gain valuable skills, such as project management and accounting basics.

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Women in Banking and Finance Magazine

The second key achievement to date has been working on the committee for a national tennis charity that brings tennis to children from underprivileged backgrounds. For me, as someone who used to play competitive tennis at national level, it is an opportunity to give back to the sport from another angle.

Where do you see yourself in the next three years in your career?

In the next three years, I see myself at BP, working towards a team lead role in an area that combines my keen interest in origination, strategic decision-making and third party interaction. I also hope to gain a broad spectrum of skills that will be applicable in a wide range of areas and place me in a strong position to build a successful career at BP. What are the three words your colleagues would use to describe you?

My colleagues would describe me as ambitious and focused, which I think comes from playing competitive tennis for many years. My colleagues would also describe me as sociable, since we spend a lot of time together outside of the office.

Who is your ultimate role model?

I have never had one ultimate role model but instead looked to take note of qualities that inspired me in people who have worked hard to achieve their goals. Some of these qualities include drive, ambition, the ability to listen and the thirst for knowledge. I believe that taking interest in other people’s life paths and understanding how they apply their personal qualities in difficult situations serves as the ideal model to aspire to.

How do you intend to use networking to assist in your career development?

Through my work on the committee of BP’s women’s network at our Canary Wharf office, I have attended a variety of events, where meeting new people has allowed me the opportunity to hear about their career paths thus broadening my knowledge and understanding of opportunities available in the financial services industry. Networking has also allowed me to spend time talking to university students and encourage them to consider a career in this industry.

Marian Costello WIBF Magazine Editor in Chief

Corporate Member Profile / 2

Meet Camille Drummond Head of Trading Business Services, Central Finance, BP

Tell us about your career to date I have worked in the oil and gas industry for more than 25 years, always in Finance roles but I have been fortunate to work in different parts of the business, Upstream, Downstream and now in Commodity Trading. I joined the industry with Amoco who supported me through my accounting qualifications and later sponsored me for my Master’s Degree.

I joined BP when Amoco and BP merged in 1999. I have worked overseas twice, first in the US with Amoco, and then more recently in Calgary, Canada with BP. My career has varied widely, from line finance roles to project roles across different parts of the business. I am currently managing the Global Trading Business Services for BP’s trading division, effectively the global back-office. Previously, I was CFO for our European Gas and Global LNG business.

As a successful business woman what are some of the challenges and/or opportunities you face in your career or line of business.

I feel very privileged to work in an environment where there is a great commitment to diversity, not just gender or ethnicity but diversity of thought and ideas. At the end of the day what counts is delivering results, and I am in a highly commercial environment which I enjoy. There are always opportunities but the challenge is feeling brave enough to take the risk and sometimes to step outside of your comfort zone.

What has contributed to your success so far?

Being competent, adaptable and willing to take on new challenges. I like to focus on delivery and results, typically no one cares about what you look like or your background as long as you are competent and are contributing. I have had great support throughout my career but that has been earned. A manager once said your career is one-third down to you, one-third down to your manager and one-third down to luck. However I believe in the end it is mostly down to you since you can create your own luck and your line manager supports you based on what you have achieved. I also have great support outside of work, which helps with having three children. I have been able to successfully balance my work and home commitments, although once I did get called in for a “pastoral” conversation with my daughter’s teacher when I missed her school play.

Having a sense of humour helps.

How important is it to have a mentor or a champion in your career and why?

At key stages in my career I have had people who guided me, provided really good advice, and sometimes encouragement, when I was hesitating over a new challenge. This has been really important for me as

I have had the benefit of leveraging their experience and wisdom. I try to do the same for others now. A champion will advocate for you if they believe in you but you have to gain that support first. I have always considered everyone I worked for or with a potential champion.

What are your views on addressing the need to increase the number of women on boards? Should this be addressed by having mandatory quotas or change in the corporate governance for each organization?

I personally dislike the term ‘quotas’ I think it can be very divisive. I think organisations are recognising the benefits of having diversity in their organisations and having women in senior positions. I would prefer to see companies continue to drive their agendas because it is much more credible for those involved. Companies should however measure their progress and if nothing is happening they should challenge themselves on why.

What advice would you give a younger woman who is at the start of her career?

Be bold, take risks, grow your network and remember everyone you work for and with can be an advocate for you so make sure they are by doing the best that you can when your paths cross. They will remember you for it.

What has been the most defining moment for you personally in your career?

There have been very many moments for me but in particular when Amoco and BP merged, which created a great deal of uncertainty. I previously had my career mapped out, I had a strong network and this changed overnight so it was like starting over. I had been working overseas at the time so I moved back to the UK and took up a role with BP. I realised then that I had to reset some personal expectations, learn the new organisation, build credibility, and recreate my network, but I saw it as a new challenge. There are always things that happen outside of your control, it is how you respond to them that matters.

What would you suggest to women who would like to volunteer in the community?

I currently chair BP’s women’s network in our Canary Wharf office. One of the most enjoyable aspects of that role is what we call “inspiring the next generation,” where we work with local community schools, particularly girls. It is important to give back in some way; it is hugely rewarding so I would always encourage women to try to fit in working with the community at some point.

Marian Costello WIBF Magazine Editor in Chief

Women in Banking and Finance Magazine

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Corporate Social Responsibility

Volunteering - a reciprocal relationship

Sally Little, Vice President, Investment Industry Finance, ING Commercial Banking and WIBF Content Management Team

Over the past three years, I have been fortunate enough to have the opportunity to participate in a reading partners scheme with Year 2 pupils (aged 6-7 years) in Tower Hamlets. The area, despite its close proximity to the City and Canary Wharf, is one of the most deprived areas in the UK. For 74% of Tower Hamlets pupils English is a second language, which can impact upon their progress through school.

The reading partners scheme is run by my employer ING as part of their community engagement programme and is facilitated by Tower Hamlets Education Business Partnership, an independent charity that delivers a range of programmes designed to raise aspirations and help young people get ahead in life.

The benefits to the children are obvious: the one-to-one interaction is often just what they need to help them to keep up to speed with their peers and grow into confident readers. I and my fellow ING volunteers also gain from our participation. The usual catchphrases certainly ring true as we ‘make a difference’ and ‘give back to the community’ but they don’t communicate the real joy that it is to listen to the children read and watch them progress. Taking a short recess away from the desk on a stressful day can enable us to return with a fresh outlook and perspective.

To be part of something so far removed from the bustle of the City is less about 'work/life balance' and is much more a 'real/life balance'. Our experiences confirm studies that have suggested that giving your time to a cause can help to improve your happiness levels. A survey conducted last year by Delta Value and Morar Research showed that 87% of participants felt that their life had more meaning due to volunteering.

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ING also gains from our involvement. Companies have for a long while taken advantage of the positive effects of voluntary work from a business perspective, with team programmes, strategic ‘away-days’ for senior management and time off for participation becoming common practice.

Over time the reading partner scheme has revealed more unexpected values. Travelling to the school as a group enables interaction between colleagues who on a day-to-day basis may not usually engage with each other. This provides a more comprehensive view of the organisation, staff and attitudes. When considering strategy, organisational performance and/or changes, having this insight can certainly help to frame understandings more clearly.

So next time a volunteering opportunity comes up don’t be afraid to ask yourself “What’s in it for me?” There’s more to volunteering than you think.

Thinking of volunteering? Consider the following: l l

l

l

l

What can you offer? Will it be of use to the receiver/end user?

How time intensive will the work be? Can you fit it into your schedule without disruption? Are there options to share volunteering with a colleague?

How will you get there? Will you travel with colleagues? How does this figure into your timing considerations?

Could you get back-up in case of an unexpected meeting or scheduled holiday? With reading partners in particular, the children count on you so you cannot let them down!

Who will you be volunteering with? Are they like-minded? Do you interact with them frequently?

International Women's Day 2015

WIBF Members sharing their International Women’s Day celebrations with WIBF Essential Network Magazine International Women’s Day has a long legacy, having been observed since the early 1900s. In the new century, it remains hugely relevant across the globe and is even gaining momentum due to greater media attention, events, social networking and corporate support. The theme for 8 March 2015 was “Make It Happen”, encouraging effective action for advancing and recognising women. With this in mind, WIBF invited members to share how they celebrated International Women’s Day.

Leading Ladies at Barclays Leading Ladies was the theme in March at Barclays, with an exhibition of photographs of 100 of Britain's most influential senior women taken by award-winning international photographer, Nancy Honey and a panel discussion on the themes of the exhibition. Averil Mansfield, the UK’s first female professor of surgery, was on the panel and photographed for the exhibition – sharing her experience in the medical field with the audience of staff and guests.

Celebrating Women in the ING Art Collection for International Women’s Day ING’s support of art is widely known. So it seems fitting that for International Women’s Day 2015, the bank’s UK Diversity and Inclusion Forum hosted a networking evening in London to celebrate Women in the ING Art Collection. About 60 internal and external guests, including WIBF past president Sylvana Caloni, gathered to hear the words of guest speaker Eileen Cooper RA, an artist, printmaker and the first woman elected as Keeper of the Royal Academy since the role began in 1768. She gave a brief history of the role women have played in the Royal Academy over the years – including a struggle for equality – and highlighted progress made.

Credit Suisse’s Girl Power Girl power, fitness and fun are at the core of Credit Suisse's first female football tournament to mark International Women's Day 2015. More than 20 eager employees have donned the bank's team shirts and laced up their boots for the five-a-side lunchtime challenge. Staff filled both the pitch and stands of The Workhouse in Poplar.

HR director Sue Vogt-Skard, co-head of the bank's European Women's Network, captained the efforts alongside the in-house European Sports Network.

"We wanted an activity that anyone could participate in," said the 49-year-old. "We didn't want women to feel that it was an activity lots of people had done before, so they wouldn't be good at. "Football's an activity most women haven't done, so everyone will be at the same level.

"It's a team sport and its fun - we've made it clear you don't have to be a footballer."

Sue admits she's more fond of rugby than football - her limit for the latter being watching an England match on TV. The event took inspiration from Sport England's ‘This Girl Can’ campaign celebrating all women and their fitness efforts. "The campaign's important in terms of showing you can try anything, and you don't have to be experienced to give it a go," said Sue.

Inspiring stories on LinkedIn On the WIBF – London LinkedIn Group, DLA Piper senior Associate Sarah Ellington shared details of the firm's Leadership Alliance for Women a drinks reception. The theme was celebrating our women's achievements over the past year, featuring the network being awarded Best Diversity Initiative in an International Firm at Euromoney's Europe Women in Business Law award, personal recognition in directories for a number of our senior women and rising stars, speaking invitations and client wins and pitches.

She continued: “It was really inspiring to have all of our women's achievements gathered in one place (we memorialised them in a rolling slideshow) and to raise a glass to achievements past, present and future.

Now it's time for us to keep moving onwards and upwards!”

If you have a story from International Women’s Day – or other events – please share them with us by email, LinkedIn or Twitter.

"The main thing that women came away having tried something new and had a fun lunchtime."It'll hopefully encourage them too, whether it's football or something else, to enjoy being active. We don't want this to be a one-off." The focus on footballing fitness is running alongside the bank's Couch to 5k beginners running programme, open to both male and female employees.

Women in Banking and Finance Magazine

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WIBF Magazine Member Survey Networking with inspiring women

Networking with inspiring women.

Solidarity when times get tough.

who had used them. One respondent wrote: “Thanks to the WIBF Women on Board stream, I have secured a non-executive directorship.”

Always learning something.

The WIBF Awards for Achievement was singled out as motivating: “The speakers are always so engaging.”

These are three of the standout anecdotes that WIBF members recounted about their experience with the organisation, in our latest members survey.

Your say on improvements

In December 2014, WIBF invited all members to share their thoughts online. The executive board’s motivation was to get views on key issues in and around the workplace and further discover how WIBF can best support careers and development of members.

Thank you to all those who responded. For those who didn’t manage to have their say, the good news is that you will have another chance. It is envisaged that the survey will be run annually – getting up-to-date views and feedback from the people at the centre of WIBF, the members.

Your choice of charity partner The first result from the survey that WIBF has put into action is partnering with charity Rosa. Rosa supports initiatives to benefit women and girls in the UK, and will receive funds raised from the raffle at the WIBF Awards for Achievement in June. WIBF executive board was pleased to find a way for members to have a say on which charity would be supported. Members voted in the survey for one of four shortlisted charities for 2015.

Your say on what’s working well WIBF received strong support from respondents. The women (and one man) who took the survey shared many heartening stories of inspiration, personal development and support.

Overall, 70% agreed or strongly agreed with the statement: "WIBF has assisted my professional development". A further 16% did not have an opinion about the statement, leaving 14% who did not agree. The results indicate the majority of members are feeling tangible benefits – but there is still room for improvement.

Both the Networking and the Personal Excellence Programme (PEP) got high ratings and positive feedback, with one simply writing “the PEP series is great”.

Women on Boards, Toastmasters and Mentoring are relevant to a smaller share of members, so got high ratings among the smaller niche of people

As WIBF continues to grow, develop and improve, feedback from members is vital. Among the key topics highlighted in the survey are a desire for greater consistency in offerings in London and across the branch network, deeper engagement with a wider range of people, a more modern look and feel, more consistent communications and an improved website.

In addition, accessing WIBF events online via video is something that 70% agree or strongly agree would be helpful. One respondent summed up the increased flexibility it would offer when they wrote: “Offering video & webinars would allow so many more women to participate at times that suit them.”

Your view on gender quotas The survey also asked about hot topics of interest outside WIBF. The idea of gender quotas in the United Kingdom and Ireland split respondents. In total, 57% supported the idea and 36% did not. Only 7% had no opinion.

One respondent hinted at the complexity of the topic with the comment: “I don’t agree with them but as a practical measure I'm not sure that we will be able to achieve parity without them.”

Your chance to make a change Every person who took the survey made a valuable contribution – no matter if they are longstanding members of many years or whether they are newly with us for only a few months.

Several offered practical ideas on initiatives they would like to see put in place. As the survey is anonymous, it is not possible to identify individuals who made the suggestions. However, as a membership organisation run largely by volunteers, there are often opportunities to help put those ideas into action directly with local boards and committees (see the listing in this magazine for contacts).

In the words of one member: “I had a number of great experiences with WIBF, which is really a reflection of certain individuals' commitment.”

Martha McKenzie-Minifie WIBF Executive Board Member and Head of Marketing and Communications

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Women in Banking and Finance Magazine

Social Media

To Tweet or not to Tweet? Or perhaps even more confronting, to update my LinkedIn status or not to update? Although that second one doesn’t have quite the same ring to it…

Already in 2015, I have had several conversations about these sorts of social media questions. With scant few hours between work, home and other commitments, it can seem like too tough a task to come up with the answers. The temptation is to put it off and having the status quo remain.

The below insights might help navigate these choices. However, it is important to bear in mind that these conversations have been about using social media in a personal capacity, about building profile, networking, creating interest. Professional firms will have additional considerations, such as Financial Conduct Authority consultation launched in August 2014.

“I don’t know what to Tweet” If you don’t know what to Tweet, you’re not alone. Many people turn to Google search for inspiration.

A tip is to share articles you’ve read and think others will like. It might be some new legislation that impacts your role or a first person interview with one of your business idols.

Providing a link to the article online makes it easy to find.

Using a photo can liven it up. And remember to give credit to the original source. Retweeting what others have posted is another way to find inspiration.

Dunbar’s number in the 21st Century

“I don’t know how to”

One benefit of social media is expanding your network. Updates, photos, new connection notifications – they are all ways your connections stay fresh in your mind.

At the January 2015 The Network of Networks (Gender) meeting hosted at Barclays, co-chair Birgit Neu asked the room of well connected, educated, professionals how they use Twitter. The response from about half was “I don’t”. Perhaps surprisingly high given it is nine years since Twitter was founded and about five since it entered mainstream consciousness.

Dunbar’s number is a theory about the number of people the average person can have in their social group, given the workings of the human mind. Created by British anthropologist Robin Dunbar and popularised by author Malcom Gladwell, the social group is capped at around 150250, growing to about 500 for the acquaintance level and to 1,500 for whom you can put a name to a face.

There are many reasons why but not knowing the basics is one barrier.

The Network of Networks – referred to as TNON – was planning a “Twitter school” session as a follow up. Another good starting point is browsing Twitter or going one step further and setting up an account to follow a few people of interest and watch how it works. Don’t be put off by jargon such as “hashtag”. A hashtag is simply a word (or an unspaced phrase) prefixed with the number sign ("#") that makes it possible to group messages on a certain theme.

With Facebook, Twitter, LinkedIn and other forms of social media expanding our reach, is Dunbar’s number set to be multiplied?

“What do I want to be known for?”

One of the positive aspects of social media is that it has the potential to make a big splash. But it’s a double edged sword because that same power can make using it seem intimidating.

Posting an update on LinkedIn likely means grabbing the attention of many members of your professional network. Do you think: What an opportunity! Or do you think: What a scary thought! Possibly a bit of both.

My way of approaching it was to analyse the way people I admire behave on social networks. What types of content are they posting? How often are they posting? For me, this means I feel ok to post to Twitter daily on a range of topics but post to LinkedIn less often and purely about work related material.

Even British etiquette specialists Debrett’s issue guidance on how to navigate social networking with lines including: “Think carefully about your profile picture - if you don't want to see it in your local newspaper, don't put it online.”

It’s worth noting, however, that the impact of what we share on social media can be significant for friends and family. Women who became aware that an acquaintance was demoted or had their pay cut reported 9% higher stress in their own lives, a “Cost of Caring” report issued by the renowned Pew Research Center in January 2015 said. For men, the effect was even stronger with 12% higher stress.

Twitter accounts I love @WIBFtweets Along with more than 1,600 others, I stay up-to-date with the official WIBF Twitter account. Its list of upcoming events is maintained

by WIBF member @KikiGeek. Reading members’ Tweets about what happened at events around the country is a real joy. @sylvanacaloni Past president of WIBF Sylvana Caloni is a coach and former fund manager and has her finger on the pulse of all things related to women in business. @bneu_andu Co-chair of The Network of Networks Birgit Neu has a “TNON list” on her account, which curates the key players talking about gender diversity issues. Of course TNON co-chair Vanessa Vallely (@WATC_girl) is another one to follow. @benhammersley I first heard about 3D printing from trend watcher and writer Ben Hammersley several years ago. His Tweets are witty, well written and typically well ahead of the mainstream. @TeleFashion The Daily Telegraph’s fashion pages are a guilty pleasure of mine. Following the account on Twitter means I get the occasional delightful serve of this season’s picks from Zara while I catch up on news.

What are your favourite Twitter accounts to follow? Share them with us at @WIBFtweets, my personal account @Threee_M or in our LinkedIn groups.

Martha McKenzie-Minifie WIBF Executive Board Member and Head of Marketing and Communications Women in Banking and Finance Magazine

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Time to Fast Forward / 1

The time for gender parity is now

Last year the World Economic Forum published the Global Gender Parity Report concluding it will take until 2095 to achieve gender parity in the workplace. Eighty more years - that’s four generations.

The latest research

At EY we know it is in the best interest of everyone that we don’t wait till 2095 to achieve this goal. We also know that women’s advancement and leadership helps a business perform better.

Our report, Women. Fast forward: The time for gender parity is now, offers some ideas on how to accelerate the 80-year projection. It features results from a survey of men and women leaders in 400 companies around the world to identify the biggest barriers and accelerators to women’s career advancement.

As an organisation, we have been working hard to create effective internal and external programs focused on women’s advancement and leadership around the world, and are determined to do our part to accelerate women’s advancement.

Importantly, men and women alike agree that more female leadership leads to stronger companies. Men and women have similar perceptions regarding women’s potential and the enablers and obstacles to women’s success.

But we know there is more we can do and we need to speed up the clock.

The key accelerators these leaders identified as necessary to driving change include:

An economic imperative Gender parity is an economic imperative, with significant and measurable advantages. For example, there is a positive correlation between GDP per capita and gender equality. In fact, raising the female labor force participation rate to male participation rates would have a positive net impact on GDP in both developing and developed countries - in India GDP would rise an estimated 27%.1234 Greater equality leads to increased productivity; worldwide, women in the workforce contribute both directly and indirectly to productivity gains.

Indirect gains come from their greater investment in their children’s health, education, welfare and other success drivers.5 The direct gains can be great as well. Male-dominated industries could increase their productivity in many countries by 3% to 25% through improved female labor force participation.6 It is becoming more and more evident that diversity in the leadership structure leads to better all-around performances. Companies who have more women in leadership positions have an increased focus on corporate governance, corporate responsibility, talent dynamics and market acuity.7 Gender balanced boards lead to better share prices and overall financial performances. Companies with women board members also outperform those without in return on equity, net income growth and price-to-book value.9 From 2005 to 2014, boards with a higher-than-average percentage of women outperformed those with fewer than average by 36%.8 Gender equality also has an impact at a national level. When women are elected to office in countries with internal unrest, these economies can experience a significant boost compared with results under male leaders.

For these reasons and more, EY has launched ‘Women. Fast forward’, a unifying platform for all our women’s initiatives which focuses our collective knowledge, experiences and convening power on drawing attention to the global gender gap issue and calls on others to accelerate change along with us.

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Women in Banking and Finance Magazine

1. Illuminate the path to leadership: Women expect organisations to make the path to leadership clear to them. Women still need to do a better job of advocating for themselves, but employers must illuminate what’s possible and show women career opportunities that match their skills and ambition. Internal and external leadership programs can help women pursue top positions once they see the path forward.

The highest-performing companies in our study help women navigate their careers in many different ways, including leadership pipeline programs, a supportive environment, measurable targets for leadership representation, appointing male sponsors to female employees and developing women’s networks.

2. Speed up company culture change with progressive corporate policy: Work/life balance and flexibility are critical. Although rates vary by country, women around the world tend to devote more of their time to housework and caretaking of children and the elderly than men. The highest-performing companies in our study support flexible work arrangements for men and women. Lack of flexibility stalls careers and can cause women on the fast track to drop out or drop back. This impacts women in their 30s and 40s particularly hard — just as they should be hitting their stride at work, they are often met with challenging concurrent time demands such as young children, aging parents and increasing career and community engagement opportunities. When men have more flexibility, they can devote more time to child care and household responsibilities as well as other interests. That can help free women to spend more time on their careers.

3. Build supportive environments and work to eliminate conscious and unconscious bias: A supportive culture throughout the organisation is the top enabler of women’s acceleration in their companies, according to men in our survey. Enlightening all men and women and educating management about conscious and unconscious bias and inclusive leadership have a big impact and can be done directly through management training programs. Moreover, companies need an active CEO who visibly supports the advancement of women and spreads an organisation-wide message that all forms of bias are unacceptable. One of the most effective ways to support women is through sponsorship. A sponsor’s ability to help move a person to the next level is powerful and over time transforms the culture of an organisation. Sponsorship and many other programs aimed at building a supportive environment help accelerate progress.

Time to Fast Forward / 2

On a journey

l

We recognise we are all on a journey, and it will take time for every leader in every business in every country to embrace the full potential of women in the workforce. However, we can help accelerate that change by working together to reinvent gender roles, reset norms and provide equal opportunities for all.

Taïeb Hafsi and Gokhan Turgut, “Boardroom Diversity and its Effect on Social Performance: Conceptualization and Empirical Evidence,” Journal of Business Ethics, February 2013.

l

Stephen Bear, Noushi Rahman and Corinne Post, “The Impact of Board Diversity and Gender Composition on Corporate Social Responsibility and Firm Reputation,” Journal of Business Ethics, December 2010.

l

Richard Bernardi, Susan Bosco and Veronica Columb, “Does Female Representation on Boards of Directors Associate with the ‘Most Ethical Companies’ List?” Corporate Reputation Review, Fall 2009.

l

Rachel Soares et al., 2012 Catalyst Census: Fortune 500 Women Executive Officers and Top Earners, Catalyst, 2012.

l

Siri Terjesen and Val Singh, “Female Presence on Corporate Boards: A Multi-Country Study of Environmental Context,” Journal of Business Ethics, November 2008.

l

Corporate Leadership Council, Driving Performance and Retention Through Employee Engagement (Washington, DC: Corporate Executive Board, 2004).

l

“Attention to Diversity Pays Off: A Conversation with Murat Philippe,” HR Solutions International, Inc., 2007.

l

David M. Kaplan et al., “The Role of Calculative Attachment in the Relationship between Diversity Climate and Retention,” Human Resource Management, March/April 2011.

l

Michael J. Silverstein and Kate Sayre, “The Female Economy,” Harvard Business Review, September 2009.

l

Gender Diversity and Corporate Performance, Credit Suisse Research Institute, August 2012.

We wouldn’t wait 80 years to implement any other business imperative so why are we waiting with this one?

To learn more and/or to share your ideas and get involved, go to ey.com/womenfastforward and/or #womenfastforward.

Gender parity? The time is now. 80 years is too long to wait.

End notes: 1. World Economic Forum, Global Gender Gap Report 2014.

2. DeAnne Aguirre et al., Empowering the Third Billion: Women and the World of Work in 2012, Booz & Company, 2012.

3. “Women Hold Up Half the Sky,” Global Economics Paper No. 164, Goldman Sachs, 2008.

4. DeAnne Aguirre et al., Empowering the Third Billion: Women and the World of Work in 2012, Booz & Company, 2012.

5. Phil Borges, Women Empowered: Inspiring Change in the Emerging World (New York: Rizzoli, 2007).

6. David Cuberes and Marc Teignier-Baqué, “Inequality and Economic Growth,” May 2011, background paper for World Development Report 2012: Gender Equality and Development, World Bank, 2012.

7. l

The Business Case for Women on Boards, Conference Board of Canada, 2012.

l

Douglas J. Cumming, Tak Yan Leung and Oliver M. Rui, “Gender Diversity and Securities Fraud,” Social Sciences Research Network, Working Paper Series, 1 August 2012.

l

Lawrence J. Abbott, Susan Parker and Theresa J. Presley, “Female Board Presence and the Likelihood of Financial Restatement,” Accounting Horizons, December 2012.

l

Kellie A. McElhaney and Sanaz Mobasseri, “Women Create a Sustainable Future,” UC Berkeley Haas School of Business, October 2012.

8. The CS Gender 3000: Women in Senior Management, Credit Suisse Research Institute, September 2014; Catalyst censuses (Fortune 500 and FTSE 250), 2014.

9. Ibid.Katherine Phillips, Susan Perkins and Nicholas Pearce, “Ethnic Diversity, Gender, and National Leaders,” Journal of International Affairs, Fall/Winter 2013.

Tara Kengla Partner, EY EMEIA Financial Services

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18th Annual Awards for Achievement Luncheon / 1 This year’s headline sponsor for the Awards for Achievement Luncheon, EY, hosted the relaxed breakfast launch at their More London Place offices.

*** SAVE THE DATE *** Event:

18th Annual WIBF Awards for Achievement Luncheon

Date & Time:

Friday 12th June 2015, 12.30-3.30pm

Venue:

The Ballroom, The Dorchester Hotel, Park Lane, London W1K 1QA

Sponsor:

EY

We were delighted to welcome corporate members from Thomson Reuters, KPMG, ING, RBS, Coutts, Credit Suisse, Bank of America Merrill Lynch, Barclays, BP, Macquarie and Bloomberg.

EY EMEIA Financial Services partner, Tara Kengla, said: “EY recognises the value that diverse teams bring to our clients; they stimulate innovation and provide new ways of problem solving. That’s why we’re proud to sponsor the 2015 WIBF annual awards. This event creates an opportunity to celebrate gender diversity within the banking and finance industry, and to recognise the outstanding contribution of inspirational women who make a difference to the sector every day.”

Melanie Seymour Vice President, WIBF

The 2015 WIBF Awards for Achievement Nominations were launched on Thursday 22nd January.

Janet Thomas, President WIBF, introduced corporate members to the nomination process for the 18th annual Awards for Achievement. She encouraged corporate members to celebrate female talent and create positive role models by nominating candidates for the WIBF Awards.

Janet pointed to studies, such as the 2014 Women Matter report from McKinsey, that highlight an absence of female role models as a barrier for working women.

We were also very proud to have three of our 2014 Award winners at the launch and to hear of the positive impact, both professionally and personally, of winning an award.

Last year’s Award for Achievement winner, Marion Leslie from Thomson Reuters, said: “It was an honour to win in 2014 and I really believe these awards, judged by an independent panel, give women recognition for their achievements and a spur not only to realise their full potential but also to help others do the same."

Helen Cooper of KPMG, who won the Young Professional Award last year, said that the award had raised her profile in the firm and had given her access to people at a new level. She also pointed out that it had made her a role model in the firm and given KPMG the opportunity to showcase female talent.

Barclays Internal Audit Team won the Team Diversity Award in 2014.

Chuck Stephens, Barclays Associate Director, Global Diversity and Inclusion, highlighted that Barclays was very proud of last year’s award and that teams like theirs were making extraordinary progress in encouraging diversity and allowing people to flourish.

“We wanted to highlight the very real value of the awards to nominees and, of course, winners,” said Melanie Seymour, Vice President, WIBF. “Public recognition of your work has an incredibly positive impact on your confidence, and on your position in your company. To know that your colleagues have taken the time to nominate you shows that you are valued, and it introduces your value to the rest of the organisation.

We also wanted corporate members to start thinking about the nomination process in good time so they could consider all the exceptional women who work for them, and with them, and who might be a potential nominee.

I’d like to thank our hosts, EY. Their warm support contributed to the positive atmosphere at the launch, where we all had the chance of networking while enjoying the wonderful river view from EY’s Mulberry Restaurant – and all before heading off for a day’s work!”

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Women in Banking and Finance Magazine

Janet Thomas, WIBF President and Tara Kengla, Partner, EY, EMEIA Financial Services.

AWARDS FOR ACHIEVEMENT LUNCHEON The WIBF Awards for Achievement Luncheon is an established and reputable annual event that recognises talented women in the financial services industry. It is held in the elegant Dorchester Ballroom and is attended by more than 300 members and distinguished guests to celebrate the achievements of women in the industry.

The WIBF Awards for Achievement Luncheon provides an ideal opportunity for financial institutions to raise the awareness and profile of women in their organisation, who exemplify the qualities of a role model to others. It also provides a formal and professional environment to reward high achievers, entertain clients and to network with other like-minded professionals.

The 2015 WIBF Awards for Achievement Luncheon is sponsored by EY. Each year, WIBF recognises and rewards the outstanding achievements of three truly remarkable individuals who have demonstrated leadership, professionalism or community service in the banking & finance industry as well as the Team Award for Diversity which was first awarded in 2014.

The Achievement Awards stand for qualities WIBF embodies that is a readiness to take risks in our industry; innovative thinking; a commitment diversity, talent retention, leadership excellence and a sense of responsibility not only for us but also for others.

18th Annual Awards for Achievement Luncheon / 2 The Awards Categories are: WIBF Award for Achievement This award celebrates a woman who has achieved success within a senior role and who displays qualities of dynamism and daring.

WIBF Champion for Women Award This award recognises a senior individual, male or female, who through personal commitment, application and dedication, continuously promotes and inspires women in the workplace to reach their full potential.

WIBF Young Professional Award sponsored by Macquarie This award celebrates a young woman who is making a significant impact in an organisation.

WIBF Team Award for Diversity This award introduced in 2014 congratulates team success in women's career development.

Tickets: l l

Member place £130 Non-member place £165 Table (10 places): Member £1250 Non-member £1600

Individual bookings should be made via the website at http://www.wibf.org.uk/event/SF-All-regions.

For table bookings please contact Jackie.Chatfield@wibf.org.uk.

For information on corporate or individual membership or the opportunity to sponsor an award please contact: Amanda.Lawman@wibf.org.uk.

Helena Morrissey CBE Keynote Speaker Helena joined Newton in 1994 as a fixed income fund manager and was appointed CEO in 2001. Newton manages more than £50bn for pension funds, charities and through funds available to individual investors.

In 2010, Helena founded the 30% Club, a cross-business initiative aimed at achieving 30% women on UK corporate boards by 2015 through voluntary, business-led change. This has now become an international approach, with 30% Clubs in the US, Hong Kong, Ireland and Southern Africa. She also chairs Opportunity Now, Business in the gender diversity campaign.

Helena Morrissey CBE CEO, Newton, Chair, The Investment Association and Founder 30% Club

In June 2014 Helena was appointed Chair of The Investment Association, the UK’s industry trade body whose members manage £5trn.

In both 2013 and 2014, Helena was voted one of the 50 Most Influential People in Finance by Bloomberg Markets Magazine. She is a Fellow of the Society of Investment Professionals, a Fellow of the London Business School and was appointed CBE in the 2012 New Year’s Honours list.

A Cambridge philosophy graduate, she began her career as a global bond analyst with Schroders in New York. Helena is married with nine children.

Geeta Sidhu-Robb Distinguished guest and speaker Geeta Sidhu-Robb is an inspirational mother of three, ex corporate lawyer and entrepreneur with a remarkable life story.

Geeta Sidhu-Robb

Geeta gave up her career as a corporate lawyer to set up her own business, Nosh Detox in 2008, after her son’s severe food allergies, eczema, asthma and anaphylaxis as a baby led her to retrain as a food technician and nutritionalist. From that moment, she fast learnt how to provide a nutritious, balanced and safe diet for her son and in turn, the whole family. Her focus was on allergy free foods, nutrition, diet and organic produce - she was determined she could make him fit and well through nutrition, despite doctors believing only steroids and drugs were the way to control his conditions.

Seven years later the company has been valued at millions and customers include Gwyneth Paltrow, Georgia May Jagger and Cara and Poppy Delavigne.

Nosh Detox develops food that tackles everything from treating problem skin, weight issues and digestive problems to coping with stress and fighting infections. In 2012 Nosh launched their first Nosh retail product Nosh Raw Smoothie, the world's first 100% raw smoothie using exclusive cold press technology known as High Pressure Processing (or HPP).

They are available to buy from the Nosh site and Ocado, Whole Foods, Amazon and Planet Organic, as well as independent retailers nationwide.

January 2013 she launched a Nosh Infusion Clinic to administer IV vitamin drips, just off Harley Street, a favourite therapy of Cindy Crawford, Madonna, Simon Cowell and Rhianna who have been known to sing the praises of intravenous vitamins.

For over 7 years, Geeta has pursued a holistic approach to the body and mind and its functionality. She both implements and continues to believe in a lifestyle approach incorporating nutrition, yoga, exercise and healing modalities such as homeopathy and acupuncture. She has inspired thousands of men and women all over the UK to improve not only their health and well-being but their complete mind set in the way they look at life and their lifestyles.

Geeta’s vision is for Nosh to become the go-to brand for holistic, raw and healthy living.

Women in Banking and Finance Magazine

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18th Annual Awards for Achievement Luncheon / 3 Heather Melville Winner of the Champion for Women Award 2010 It has been an amazing journey for me personally since I was awarded the WIBF Champion For Women Award in 2010.

It has opened many new doors for me both internally across the business, but most importantly with our clients.

Its is such a humbling experience to be recognised by WIBF, for doing something that you are passionate about within the industry. The most significant thing about being recognised, means you have a public obligation as a role model to continue to support the development of young women in their careers as well as helping to influence the change of culture that is often required for us to develop a balanced pool of talent.

Heather Melville Director Strategic Partnerships.

Transaction Services, Commercial & Private, RBS

Winning is about passing the baton on! Every time I attend the lunch, I am filled with so much pride to hear about the amazing things/initiatives that individuals are doing over and above their day to day roles and I wonder how they find time to do it all! Then I remind myself that if you give a busy woman something to do, they will get it done, especially when it is something they love!

Vanessa Vallely Winner of the Champion for Women Award 2011 Winning the Champion for Women Award was one of the highlights of my career in Finance. To be recognised for your contribution to other women by a wonderful organisation such as Women in Banking and Finance was, and still is, an absolute honour.

Winning the award provided me with the opportunity to do more within my own organisation, this included driving conversations about gender with senior executives alongside encouraging more women to help each other in terms of networking, mentoring and supporting each other. The award also had a big impact in terms of my future career as I started to realise that I was so passionate about the gender agenda that I wanted to do more outside my organisation; this prompted the growth of WeAreTheCity.com, my involvement in schools and my speaking career.

Vanessa Vallely - Managing Director The year after my award, I nominated Charlotte Sweeney for the Champion for Women Award, and I was so WeAreTheCity (UK) WeAreTheCity (India) overwhelmed and proud when she went on to win in 2013. I feel I passed the baton and gained an ally, both in terms & CareersCity (UK) of the champions that came after me and those who won the award before me, such as the legendary, Heather Melville.

I will never stop championing women and helping the future generation of female leaders in banking and I truly believe that it was WIBF that started me on this journey and for that I am truly thankful.

Safiye Ozuygun Sahin Winner of the Champion for Women Award 2014 I was really honoured to be recognised as Champion for Women for my work which is driven by my personal and professional commitment to help women to fulfil their potential wherever they are, whatever they are doing.

I am equally excited by helping women farmers in Philippines to get access to finance to support their businesses so that they can help their children to continue their education and enhance their family's well being as well as helping young female professionals navigate the corporate world.

Safiye Ozuygun Sahin Women Advancing Microfinance Co-founder

In all cases I was convinced that given the chance and right opportunity, women excel in their businesses, be it a small micro entrepreneur selling home made products or running a multi million pound business in the financial industry.

By winning this award, on a professional level, I had the chance to showcase that companies can find ways to expand their businesses while contributing to the communities and achieving social impact. Reaching almost 1 million women entrepreneurs through our work at Citi Microfinance was a good example for other companies who are focusing on responsible business with social impact. The award also highlighted the importance of investing in women's networks in order to create the right environment for women professionals to connect and thrive.

On a personal level, this award and all the encouragement I received afterwards solidified my commitment to focus and work more towards gender equality at all levels at home and abroad.

2015 WIBF Awards for Achievement Luncheon Charity Rosa, the only UK-wide Women’s Fund was launched in 2008 to mobilise resources for women’s rights and equality.

Rosa actively: l Champions funding for women and girls l Raises funds and invests in change l Acts as a connector and advocate

Rosa does this by awarding grants through four key strands: l Leadership, for an equal voice l Safety, for freedom from fear and violence l Promoting Health and Wellbeing l Achieving Economic Justice For more information visit www.rosauk.org.uk To donate go to www.www.rosauk.org Join our newsletter by emailing info@rosauk.org Twitter: @RosaForWomen Facebook: RosaUK

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Company limited by guarantee 6598018 Registered Charity 1124856 Women in Banking and Finance Magazine

18th Annual Awards for Achievement Luncheon / 4

2014 WIBF Awards Luncheon Charity update The Global Foundation for Elimination of Domestic Violence

EDV Global Foundation was delighted to be the charity of choice for the Women In Banking and Finance in 2014. You may be shocked as I was, that globally violence against women is the leading cause of injury and illness for women aged 15-44. Throughout my career I have been determined to change this paradigm. After leaving office as Attorney General, I founded EDV Global Foundation in 2011 to improve the way governments and organisations respond to domestic violence.

In just a few short months, the Youth Council has already demonstrated amazing and inspiring levels of energy and commitment. Our Council members have travelled and communicated extensively among universities, local councils and NGOs, as well as working with the National Union of Students to create a DV Toolkit for students. They have held workshops at Oxford Union, SOAS, and spoke at 1 Billion Rising in London.

We depend very much on the support and generosity of donors in order to achieve our goals – and when your goal is to reduce a global public health epidemic, you need all the generous support you can get! WIBF members are pivotal leaders who can help change the culture around domestic violence by raising awareness and providing role models who exemplify success and strength.

The driving force behind the creation of the youth council was the fact that future leaders and policy makers will come from the youth of today. This age group is also most at risk of domestic violence. It is therefore instrumental to involve and engage young people in constructive dialogue to empower them to actively orchestrate sustainable change. That in only a few short months our delegates have already begun to live up to this goal is a source of great pride for everyone connected with the organisation.

2014 EDV has recently focused on awareness raising activities and training both at home and abroad. We know that doctors and nurses need to be better equipped to identify and respond to domestic violence. In December 2014 through the British Medical Journal we launched free online training on domestic violence for over four million doctors and nurses around the world and the initial feedback has been extremely positive. Medical Councils around the world have accredited the training.

We have renewed the agreement with the University of Milano-Biccocca to host our EDV Italy Project, to improve the expertise and approach in Italy.

International development is one of our key goals and we have been delighted with the level of interest displayed by many states in recent months.

We have been the lead partner for the NGO Peace One Day Reducing Domestic Violence Coalition which now encompasses over 300 organisations in over 100 countries. This partnership is an effective way to conduct international outreach, as Peace One Day’s global reach is over one billion individuals.

I was excited about the launch of EDV Youth Council last Autumn, our youth led platform for social action.

One of sub-delegates, Mr Jonathan Andrews, said this about his early experiences: “… while I’ve always been aware of the damage domestic violence does, I’d never put this knowledge into practice before – because, bluntly, I wasn’t confident enough to do so… it has been a great opportunity for me, to grasp the issues first-hand and make a real and meaningful contribution to the lives of some of the most vulnerable young people, both in the UK and overseas (news of us is spreading fast, with Youth Councils soon to be set up in Italy and Jamaica, among other countries).”

This is a just a short overview of some of our major projects in recent months, as we are always looking for new ways to address and stem domestic violence. However, it is important not to lose sight of our central goal – to save and improve lives blighted by domestic violence. With your help, with your leadership, we can make it happen.

The Rt. Hon. Baroness Scotland of Asthal QC

If you would like to support EDV you can donate via our site www.gfedv.org or directly at www.justgiving.com/GFEDV.

This exciting new initiative has three main goals: 1. To ensure that young people are helping to shape and inform the way in which the youth become aware of domestic violence.

2. To engage the youth in the discussion surrounding domestic violence facilitating conversations about an issue that is at times either misunderstood by the youth or considered taboo.

3. To encourage those who have been affected to come forward, domestic violence is an issue that affects all demographics of society irrespective of gender or social status.

Women in Banking and Finance Magazine

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Inspirational WIBF Young Professionals / 1

Young women are the future of WIBF. So I decided to approach our young members to know their stories, their values and their views on WIBF. Anqi Guo, WIBF Members and Regional Office Content WIBF Content Management Team

Anna Pawlowicz Account Executive, Corporate Solutions, Nasdaq Driven, enthusiastic and a personal development junkie.

Anna, as an Account Executive, what does your role involve?

The responsibilities of this role vary depending on the company you work for. For me, it is not only about building up relationships and trust with my clients so that they use our services for years, but also about understanding their future needs and selling new products to them. In sales, we call this approach “hunting and farming”.

I noted that in the past you changed your job about every 2 years.

Why is that?

I think most of the time the opportunities presented themselves and I grabbed them.One of the conscious moves is when I decided to move to London from Poland in 2010 to work in the world’s top financial centre.

Back then, the job market in London was stagnating. I kept talking to people through my friends’ recommendations to find the right opportunities and got the job in the end.

I strongly believe that applying for a role online is not enough to secure the job. When a new position is advertised, there is either a list of internal employees after this job or a list of candidates that the employer has already had in mind. What is more impactful for me is networking and finding the opportunities myself.

Going out to find the opportunity and create a position yourself is not every woman’s strength. What drove you to do that?

I knew what I wanted to do and I never hesitated about my choice to move to London. It might not be every one’s cup of tea to go to the pub to socialise. However, women have the choice of doing something that they feel comfortable with. For example, you could invite the hiring manager for a coffee and an informal chat – my experience shows that, most of the time, it’s just as effective.

What is your view on women in Banking and Finance industry?

I think the value women could bring to this industry is widely recognised, and I truly believe that men in our industry are learning to be supportive of women – at least this is what I observed both at Thomson Reuters and Nasdaq.

As the chair of Nasdaq women’s network London office, one thing we are trying to achieve is to include men as well as women in our events. We believe the subjects we’re covering are just as important to men as they are to women.

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Women in Banking and Finance Magazine

I certainly noticed that quite a few women’s networks are encouraging men to join as well. What do you think are the reasons?

If we want men to support us, we need to include them. I am conscious that women’s networks might alienate men from us, which is not what gender equality is about. We need to work together.

Let me give you an example. I know a physiologist specialised in couples consulting. He told me that his practice has more and more patients as the communication gap between men and women is widening. This is because women become more confident and aggressive both in their professional and personal lives, while men tend not to reveal their feelings or concerns on any of those fronts. On top of that, they aren’t sure how to respond to the ‘new’ behaviour of women. If this continues, the focus on the rise of women might have an unintended consequence of leaving men out. We need to be conscious that men are becoming more interested in gender equality and we need to help them understand this movement. The support has to work both ways.

What impact has becoming the Chair of Nasdaq Women’s network in London had on you?

It certainly makes me more sensitive to gender equality. It takes me out of my comfort zone and makes me more organised and think long-term.

Let’s look at another aspect of your life – the baking company experience and the mentoring relationship with the Kenyan entrepreneur. Could you please tell me more about this?

These two actually went hand in hand. I found the mentoring opportunity on Cherie Blair Foundation’s website, where they have a list of female entrepreneurs around the world that look for mentors to support them. I chose to work with a mentee from the travel industry as my parents used to work in hospitality and I thought I could contribute more in that area.

Throughout our mentoring relationship, it’s been amazing to see how little we think of ourselves and how much we underestimate our knowledge. It turned out that some of the simplest ideas I exchanged with my mentee were extremely helpful for her business, while her advice and support also helped me on numerous occasions. She inspired me to set up my own company.

Inspirational WIBF Young Professionals / 2

The way my business started was simple. I enjoy baking and one day one of my colleagues wanted to buy some for a town hall event. This is when I saw a business opportunity in baking cakes for corporate clients.

After about a year, the demand grew significantly and it reached a point where I had to either hire people to grow my business or close it down. I chose the latter because there were a lot of personal changes happening in my life as well that didn’t allow for having a full time job at Thomson Reuters and a bakery on the side.

What was the most difficult part of running the bakery business?

To deliver the cakes with a smile. My Kenyan mentee told me the day before I was delivering a big order of cupcakes that no matter what happens, remember to deliver them with a smile. I thought it was such an easy thing to do. However, after finishing baking around 3am to deliver them at 8am, I realised how hard it was to keep my smile on.

Fortunately, the hard work paid off and everyone enjoyed them!

What is your advice to women who are considering setting up their own business?

Don’t make it a massive jump. Consider having two jobs at the same time – your corporate role and your own business. The security of having a job gives you a peace mind, which again gives you mental space to develop your business.

What are your goals in the next five years?

Define my personal vision for my private and professional life and if necessary, make career changes that align with that vision.

I care about economic empowerment of women and its impact on our society; I am also keen on personal growth. I’m now reviewing my career decisions to make sure my personal values translate into the work I do every day, that is, I’m the fish that swims.

Why did you join WIBF? I first heard about WIBF at the Women’s Network at my previous employer Thomson Reuters. I believe WIBF provides a great forum for meeting women from the industry and offers good opportunities for personal development.

I really enjoy the Personal Excellence Programme and events with external speakers – they contribute in a fantastic way to learning throughout your career. Also, as a bonus, WIBF events offer great networking opportunities.

What are your areas of expertise? Among those areas of expertise, which do you think you can offer back to the wider WIBF community?

Sales/client relationship management, managing personal finance, mentoring entrepreneurs. If I can contribute with any of those skills, I’m happy to be a speaker or contribute in a workshop.

What other network(s) are you involved in?

Cherie Blair Foundation for Women, We are the City, several Meet Up groups for female professionals.

What articles are you interested in seeing in the WIBF magazines?

I’m always interested in reading the latest research from the field and interviews with senior leaders. Reading these can serve as a perfect way to escape the need to get out there, introduce yourself and start speaking to other professionals.

Anna is happy to be contacted to discuss personal development and entrepreneurship via her email anna.m.pawlowicz@gmail.com

What is your view on work and life balance?

I don’t know if work and life balance is possible. What I do know is that it’s important to be mindful of your needs, listen to yourself and remember to disengage and engage yourself at the right time. If I am outside of work, I am truly off. I take regular small holidays outside of London to regenerate and keep a sense of balance.

Women in Banking and Finance Magazine

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Inspirational WIBF Young Professionals / 3

Celine Ho Credit Agricole CIB Driven, organised, introvert but sociable with strong interest in the public good

Celine, what made you decide to leave France and come to a completely different place to work?

I love travelling and decided to combine travel with work. I have worked in China and Canada as an intern, and now in London as an analyst.

Also I really enjoy working with people with a variety of international backgrounds.

Was it intimidating in the first few months when you just came to London to work?

No, not at all. I loved it from the right beginning.

Do you have any advice to those people that are considering working abroad?

To adapt to the local culture and environment as much as possible and try to make friends with local people.

The first thing I did when I came to London was to research ways to meet people from Britain and other different countries, so I joined Toastmasters, CFA UK Club and WIBF. In addition, I go to clubs where I feel comfortable, for example, I am good at swimming so I joined the Bank’s swimming club and compete with other Banks. This not only gives me the confidence, but also provides me with opportunities to meet other people.

What are your goals in the next five years?

Why did you join WIBF? First, joining WIBF gives me opportunities to meet with other women in the finance industry, where I believe not enough women are represented.

When I first joined the Bank, I soon felt the disparities of women vs men and did feel a bit intimidated by the male dominated work environment so started to search for women in banking clubs. Secondly, WIBF organises some great and insightful events on women, leadership, business and personal wellbeing.

You mentioned the disparities in your work place. Why do you think that is?

One could be that in women’s nature, we might see work and life as more important compared to men. Also despite the campaign for working women being widely spread, the traditional value is for women to take care of the family whilst men work and it takes time for people to accept the changes. I was influenced by my Mom and am a strong advocator of the equality between women and men.

What could WIBF offer to help and support you when you feel slightly intimidated by work?

To give me the opportunities to meet and talk to strong women with vast experiences in the same industry through the networking events. It is encouraging and inspiring to know their experience and hear their views, especially when they understand my confusion or questions.

I have always been interested in finance and international relations, and look to combine both in my career. During my post-graduate studies, I did an internship at the United Nations in the Finance & Budget division, and realised that I truly want to work in finance for a public institution with inspirational and talented people from all over the world.

The WIBF City Speakers’ club helps me build up my confidence and public speaking skills. Also, maybe some adverts of other women events in the magazine would also be helpful.

While the private sector focus primarily on profits, the ultimate objective of a public institution is to put the country’s benefits first. It is always linked with current events, politics and the economy and helps me to understand the bigger picture, which is what excites me the most. The sense of contributing to the public good is the most rewarding aspect in this job. Hence, working in the International Financial Corporation (“IFC”) in World Bank is my goal.

It is “If I am a nice person, can I succeed in the investment bank?” My friend recommended me to read a book called “How to win friends and influence people” to find the answer.

In you dictionary, what is the definition of success and what are key to success?

For me, it is to follow my values, work in IFC, be happy with my job and have work and life balance. The key to success is to be very committed, to know what you want and to try your best so you have no regrets in the future. Malala Yousafzay is my role model.

Do you believe that there could be a work and life balance when you have an ambitious goal such as working in IFC? Yes, I do. Social life is very important to me. I believe there is always a way to organise myself to achieve that. Even though I am now working in a transaction driven team, I still make the efforts to go to different clubs and meet friends at night after work. At the weekend, I spend at least one day in reading.

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What is a question that has bothered your recently?

WIBF is always looking for volunteers to support and maintain the network. So what do you think you can offer back to the wider WIBF community?

I can help in organising events or on treasury. At University, I was in charge of the fundraising of the United Nations Sorbonne University Association, in which I was responsible for raising funds through organisations. I also volunteered to do the accounting during a worldwide French culture campaign. Or more broadly, I could share my experiences in working in finance in international organisations.

WIBF Reviews Essays of Warren Buffett: Lessons for Investors and Managers To all our WIBF members - I offer this must-read book recommendation: the fourth edition of ‘The Essays of Warren Buffett: Lessons for Investors and Managers’ edited by Lawrence A Cunningham, published in 2014

by Wiley. A really great primer on Corporate Finance recommended by my lecturer at LBS, Prof. James Dow – and I completely agree, it’s a very education and utterly wonderful read!

way lower than value. The more manic-depressive he is, the greater the spread between price and value, and therefore the greater the investment opportunities he offers.’ For me personally, this ‘humanising’ of market forces, quickly abstracts out the technical mystery of markets and helps you visualise that behind-the-data is really just a sea of aggregated and very human, voices with all the foibles and biases of any one individual.

The content is basically the collected wisdom of Warren Buffett, from over 30 years of his annual letters to shareholders of his company Berkshire Hathaway (currently worth $363 billion) as edited by Lawrence Cunningham. Thus, in very down-to-earth and sensible terms, it explains the logic behind choices made for the firm and what those choices would mean for shareholders. This unique perspective, strips away the usual industry hype and provides clarity and insight from the incredible success of Buffet, helping readers understand through his investment philosophy, the heart of the matter in the choices within each topic presented e.g. Corporate Governance, Mergers & Acquisitions, Valuation and Accounting etc.

There’s also a great deal of Buffet’s own investment philosophy and how Benjamin Graham inspired him. As he says on page 90: “Following Ben’s teachings, Charlie and I let our marketable equities tell us by their operating results - not by their daily, or even yearly, price quotations - whether our investments are successful. The market may ignore business success for a while, but eventually will confirm it. As Ben said: ‘In the short run, the market is a voting machine but in the long run it is a weighing machine.’” This long-term view for investing is in my own view what is really needed in finance. Shortterm thinking about this year’s results or even worse, this quarter’s encourages very poor choices.

One of my favourite quotes from the book are the references to ‘Mr Market’ - a fictional character invented

by Graham (mentor of Buffet and author of ‘The Intelligent Investor’), e.g. on page 24: “…Mr Market. He is your hypothetical business partner who is daily willing to buy your interest in a business or sell you his at prevailing market prices. Mr Market is moody, prone to manic swings from joy to despair. Sometimes he offers prices way higher than value; sometimes he offers prices

In summary, I’d highly recommend this book to anyone interested in investing, managing investments or corporate governance - it’s the alternative view, the longterm value-focused view, that we really need to hear more of in our industry.

Kirsten Zverina WIBF Reviews and Career Management WIBF Content Management Team

Gadget – Apple Watch This magazine’s must-have gadget isn’t even in stores as I write this review! Instead, I’m going through all the pre-launch technical data for you, on a very exciting new ‘wearable’ gadget about to be launched, the muchanticipated Apple Watch!

I have to confess; smart watches have been a gadget dream of mine - ever since I first watched Inspector Gadget (a cartoon character, with an amazing watch). So while smart phones are very useful and we have many specialised wearables e.g. fit-bits - they aren’t very integrated as yet. However, with the Apple Watch - you don’t need to search for a phone in a large handbag, or coat pocket, or wear yet another device to track your health data. Instead you can simply turn your wrist over, and access almost everything you’re likely to need on the go, instantly! For those of us, trying to optimise all the dull tasks in our days, these extra seconds saved for the best part of the day - is invaluable!

So what does it look like? Well, the prototypes designs, show a steel or gold watch face, in a smaller (38mm) or larger (42mm) size, and up to 6 choices on bands including various metallic and leather options. Best of all, these bands will be interchangeable - so you can change the tone of the device, to better suit the occasion ‘at hand’!

So what will it do? Many things - it will allow you to display time in a myriad of customisable methods, it will adapt to local time as you travel, flash calendar reminders

and provide a simplified method to accept/decline invites, allow you to respond swiftly to incoming text messages (that via it’s new engine will even come with a physical ‘tap’ on arrival) that you can then quickly respond to via pre-canned messages or discreetly dismiss. There’s integration to control the music on your phone, the camera on your phone (and various other iPhone integration options). In the US, Apple Pay will be enabled - I can’t wait to be able to pay for coffee via my watch in the UK. There’s also a great deal of functionality to help us better manage our health and activity. It will include the ability to track how often you are sitting, how active you are, track your heart-rate (even mimicking the heart rate of your loved one) and storing all this health data back into your iPhone to move across to other devices as needed.

So when can you get it? Well, that’s my main fear, not the price tag but the real release date. Currently, the launch is expected April 2015 but there have been many delays already. Regardless, I’ve already setup my calendar reminders and if you’d like to read more, before you decide for yourself, checkout: https://www.apple.com/uk/watch/.

Kirsten Zverina WIBF Reviews and Career Management WIBF Content Management Team

Women in Banking and Finance Magazine

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London Eye / 1 London Eye Event Previews Event:

Date & Time: Venues:

Learning the Art of Being a GREAT Speaker at WIBF Speakers’ Clubs using the Toastmasters International Programme Weekly, 6.15pm for 6.30-8pm Alternating between Royal Bank of Scotland Group in the City and Barclays in Canary Wharf See London Diary of Events for dates versus venues

WIBF Speakers Club is part of Toastmasters, an internationally recognised organisation that aims “to provide a mutually supportive and positive learning environment in which every member has the opportunity to develop communication and leadership skills, which in turn fosters self-confidence and personal growth”. Our club curriculum is based on Toastmasters International, the renowned communications programme.

Who can join?

It is a pre-requisite of WIBF Speakers (WIBFS) that you are also a member of Women in Banking and Finance www.wibf.org.uk.

Members must commit to attend regularly, take on any appropriate role and provide suitable notice if they cannot attend. We encourage prospective members to visit twice before joining. Please note that there is a separate fee to belong to the speakers club, this is a worthwhile investment in your career development.

If you are interested please email: amanda.lawman@wibf.org.uk

Event:

WIBF NetWorks Monthly Drop in Drinks

Date & Time:

See forthcoming diary for dates

Venue:

check www.wibf.org.uk

Women in Banking and Finance continues its series of successful networking events for 2015. WIBF NetWorks evenings will be held on monthly, alternating between venues in Canary Wharf and the City. See www.wibf.org.uk for details.

Every NetWorks event will begin with a designated speaker briefly present on a topic related to banking, finance or personal development, in order to break the ice. From past experience this makes walking into a room full of strangers in the name of ‘networking’ a little less daunting. We welcome members who want to grow their network within WIBF, as well as guests who'd like to find out about us.

Please let us know if you are intending to come along by booking online.

We’ll see you there!

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Event:

Leadership Development for Team & Project Managers: Increasing Your Influence in a Project Environment with Susanne Madsen

Date & Time:

Monday 11 May 2015, 6-9pm

Venue:

Macquarie, Ropemaker Place, 28 Ropemaker Street, London, EC2Y 9HD

How can you turn a team manager into a team leader? How do you show that you are ready to lead the team rather than just the project?

Susanne Madsen will explain how you can position yourself as a team member who is ready for leadership. She will focus on the attributes you need to demonstrate, sharing practical advice on how to get involved in decisionmaking and how to identify key decision-makers.

The session will look at how you can work effectively with others, ensuring that they know how to best utilise your skills. You will take with you useful guidance on how to handle difficult personalities and build better relationships.

The interactive workshop, with small-group discussions and Q&A, will help you find answers to all the questions that leading a project team raises.

You will leave the evening with constructive advice to help you increase your visibility and influence in a project environment. You will develop a toolkit that you will be able to take away and apply to your work. It will map your path, in practical steps, to team leadership. It will provide the tools you need to identify risks as well as those you need to meet the challenges.

Susanne Madsen is an internationally recognised expert on project management leadership. She advises organisations on how to turn project managers into confident team members and leaders.

Author of ‘The Power of Project Leadership’ and ‘The Project Management Coaching Workbook.’ www.susannemadsen.com Event:

Career Versus Job: Career Mapping with Rina Goldenberg Lynch, Founder, Voice At The Table

Date & Time:

Monday 6 July 2015, 6-9pm

Venue:

BP Oil International Limited, 20 Canada Square, London E14 5NJ

Do you know where your career is going? How can you take charge of your career? Do you have concerns about how your family commitments, or other obligations, could affect your career?

Rina Goldenberg Lynch will help you to identify and set targets for career progression. She will show you how to plan where you take your career without losing the flexibility to seize opportunity.

During the session you will look at the impact of external pressures on your career, and how you can balance long-term career goals with short-term needs.

You will find out how women should approach work, and what they should be thinking about, if they wish to have a successful and enjoyable career path.

In this workshop you will look at how to plan your career strategically focusing on your strengths, learning how to spot opportunities and becoming aware of and dealing with threats. You will look at time management, career development and progression planning.

Through presentation, audience participation and practical exercises to embed learning, you will leave the session armed with practical tips and relevant guidance that you can incorporate into your daily routine which will pay long-term career dividends.

Rina Goldenberg Lynch is the Founder and Managing Director, Voice At The Table Ltd. Having worked as lawyer in the City and in Washington DC for nearly twenty years, Rina now runs her own company focusing on supporting women in carving their own path to success. In addition to her other qualifications, Rina is a Level 5 qualified trainer with the Institute of Leadership and Management and an Accredited Associate Executive Coach. She designs and delivers tailored training programs and presentations to large and varied audiences. www.voiceatthetable.com

Women in Banking and Finance Magazine

London Eye / 2 Leadership Presence. Part two of our Leadership Series with Sylvana Caloni and Janet Thomas

Event:

Highlighting your Potential: The Lumina Spark Tool with Ilana Abramowicz, Organisational Psychologist, HCubed

Date & Time:

Monday 20 July 2015, 6-9pm

Date & Time:

Monday 14 September 2015, 6-9pm

Venue:

Hogan Lovells International LLP, Atlantic House, Holborn Viaduct, London EC1A 2FG

Venue:

KPMG 15 Canada Square, Canary Wharf, London, E14 5GL

Event:

Are you the best leader you can be? What is stopping you from leading in the most effective way? Have you taken the time to assess your leadership style?

Which of your personality qualities are enabling or hindering your career? How aware are you of your personal preferences and the impact you make on others?

How can you assert more control of your career trajectory?

In the second session of our two-part Leadership Series, Sylvana Caloni will ask you about the leadership challenges you have faced, and the wins you have made, since the first workshop. It will be a chance to find out what you have learnt about your leadership style and what advice from that workshop made it into practice. A brief summary of the main points covered in the first session will be provided so it isn’t a problem if you missed the first part of this Leadership Series.

Ilana Abramowicz will demonstrate how one of the keys to success at work is to understand, and then market, the unique characteristics that you can offer an organisation. She will explore how our blind spots and areas of awareness contribute to the pace of career development.

The workshop will be co-facilitated by Sylvana Caloni and Janet Thomas.

The first session explored the stories we tell ourselves - for example, family lore, societal expectations of gender, workplace standards - and the behaviour they create. The group then considered how these beliefs and habits serve you, or don’t serve you, as you work towards leadership.

In this workshop you will further develop your understanding of how your body reflects your thoughts and emotions - your ‘body dispositions’ impacts on your leadership ability.

Through a series of practical exercises, shared anecdotes and examples, you will learn what is inhibiting your leadership presence. You will learn what you can change to become a more effective leader. You will leave the workshop with greater confidence in stepping up to leadership roles, a better understanding of how to engage and motivate team members and a clearer idea of how to communicate your vision to inspire followers.

There will be an opportunity to ask candid questions of Janet Thomas, WIBF President, and Sylvana Caloni, immediate past WIBF President.

They will share their own insights into different leadership styles, agility and resilience.

Sylvana Caloni is a Leadership Consultant and Executive Coach at SC Coaching. She adopts leading edge thinking and practices to assist executives with technical expertise transition to leadership of diverse teams. She partners with aspiring and established leaders in corporate and personally funded engagements.

As an Executive Vice President of Bankers Trust Financial Group she successfully invested in companies exhibiting industry leadership.

She is WIBF Past President and currently an Advisory Board Member.

Sylvana has worked to make WIBF more relevant and influential in recognising and celebrating female talent.

Recognising the value of networks and connections, Sylvana was also the Founding Chair of Advance Global Australian Professionals in London. www.sylvanacaloni.com Janet Thomas is Managing Director of Infinity Capital Partners and is responsible for creating its global e-technology business. She has created market leading Foreign Exchange (FX) products for buy-side institutions trading FX across North America and Europe, as well as software solutions for Central Banks in Sub-Saharan Africa.

Janet is President of Women in Banking and Finance, one of the largest corporate membership network organizations for women located in the UK. Janet was placed on the Powerlist of the top 100 most influential Black individuals in the UK, in 2014 and 2015. She also sits on the Board of the Powerlist Foundation, a charity created to identify and develop tomorrow’s leaders.

The workshop will be focused around the use of a new generation personality tool, “Lumina Spark”. This particular psychometric is based on Jungian theory and maps on to the Myers-Brigg Type Indicator (MBTI), yet offers much more to an organisations and individuals as it does not label or stereotype people.

Lumina Spark is a highly engaging and credible psychometric tool, which can be applied in many contexts, such as leadership, team-building, personal development and talent management. It can be used to inform on-going coaching.

You will leave this workshop understanding how your personal preferences communicate your intentions and ambitions with or without language. You will uncover what enables you and, perhaps as significantly, what hinders you in your career progression.

You will learn how to ‘speed read’ others, which will help you manage key relationships in order to fast-track your career objectives, creating advantage in a competitive landscape.

Ilana Abramowicz is an Organisational Psychologist at HCubed. She specialises in the use of psychometric tools in leadership development.

Event:

Getting the most out of your Team with Corjanne van Drimmelen, Structure Talent

Date & Time:

Monday 12 October 2015, 6-9pm

Venue:

Barclays Bank, 1 Churchill Place, Canary Wharf, London E14 5HP

How do you get the most out of your team? What is the best way of managing a diverse and dispersed team?

Corjanne van Drimmelen will look at the challenge faced by leaders managing a global or virtual team with those added difficulties of operating with limited faceto-face contact and across vast distances, time zones, language and contexts, as well as cultural differences.

Considerable work goes into creating a successful team - it takes time, effort, and proper guidance and support from the team leader. It requires an organisational culture that enables and fosters team-work.

This workshop will look the factors that influence team dynamics and effectiveness. Corjanne will explore how you can maximise individual potential while minimising disruption to team cohesion and performance outcomes.

During this session you will look at the ‘Type of Work Model’ where individuals, teams and leaders get an easy to use model showing how people work together to deliver results. A number of interactive sessions tests inter-team planning, communication and collaboration.

Through group exercises, collaborative working and introduction of the ‘Type of Work Model’ you will explore the characteristics of successful teams.

You will leave the workshop with a thorough understanding of the importance of the roles in your team and how you can influence them. You will learn about different styles of working, varying workplace motivators and team members’

different preferences - and their implications for the team. You will leave the session ready, and able, to increase the effectiveness of your team.

Corjanne van Drimmelen is the founder of Structure Talent. She is a Professional Certified Coach (PCC).

With over 15 years Investment Banking experience, at Morgan Stanley and UBS, Corjanne continues to work with the financial services sector, helping individuals and corporate teams approach change and become better at what they do. www.structuretalent.com Women in Banking and Finance Magazine

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London Eye / 3

Thanks to everyone who joined us celebrating the Chinese New Year earlier this year as we welcomed in the year of the Goat. We were delighted to return to Tao Tao Ju restaurant in Chinatown to host the celebration with traditional music on the Guzheng (Chinese String Instrument) and an talk on Chinese culture We had a full room of attendees and it was a great for all to network over a drink and some wonderful food, including Dim Sum, hot spicy stew and perfectly steamed Pak Choi. Fantastic winter warmers to enjoy with friends, old and new.

After the food there was a chance for all to try their hand at Chinese paper cutting. Creating some great traditional designs to display in the window at home.

A great evening was had by all.

You can find Tao Tao Ju at 15 Lisle Street, London WC2H 7BE Heather Mullins WIBF Networks

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Women in Banking and Finance Magazine

London Eye / 4 London Event Reviews Reviews (Comments are made by the individuals and do not represent the views or endorsement by their employers)

PEP: Are Leaders Born or Made?

Part One of Leadership Series 19th January In the first of this two-part series, Sylvana Caloni, challenged the belief that leaders are born. Undoubtedly some people have a gift for motivating others and inspiring followers, but also discussed that leadership is a skill. Using practical exercises Sylvana showed attendees that there are ways of changing to enable you to develop your leadership skills adopting strategies to enable you to create a more powerful presence and become a more effective leader.

Remember part two of the series will be held in July, see Diary of Events at the back of this magazine. And come along and join Sylvana in conversation with Janet Thomas, WIBF President, as they candidly share their experiences of success and how they overcame challenges to become effective leaders.

Sylvana Caloni is a Leadership Consultant and Executive Coach at SC Executive Coaching. As an Executive Vice President of Bankers Trust Financial Group she successfully invested in companies exhibiting industry leadership. As WIBF Past President and currently an Advisory Board Member Sylvana has worked to make WIBF more relevant and influential in recognising and celebrating female talent.

WIBF Networks Event 27 January Thank you so much for joining us on Tuesday night for our regular NetWorks session with guest speaker Mary Waring. If you weren't able to make it you missed a great evening. What a good crowd we had in the gorgeous little wine cellar at Le Paris Grill.

Mary Waring is one of the UK’s leading experts on financial planning for women. She is a chartered accountant and chartered financial planner: one of only a handful of people in the UK with these qualifications.

Mary’s key points were as follows : 1. To plan for retirement you will need c.50-60% of your current salary annually for comfortable living.

2. To get a rough idea how far your pot will go, take the total pot and divide by 20 (roughly counted as living 20 years after retirement) 3. How to calculate your pot, add all your assets up (only those you own, not things that are mortgaged) Remember Mary's quote - 'money doesn't buy you happiness but it does give you choices'.

Heather Mullins WIBF NetWorks

PEP: Mindfulness and wellbeing at work 16th March Rachel Arkle, Wellbeing Consultant with Yoke Consultancy, ran the Mindfulness and wellbeing event on 16th March. She has also provided an article for this magazine which allows those of you who could not attend to find out about Mindfulness and well being.

Women in Banking and Finance Magazine

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Wellbeing

The competitive edge of wellbeing

Wellbeing is the latest buzzword to hit the boardroom. We’ve witnessed a decade long obsession with personal pursuits of happiness, self help and thriving philosophies. Yet despite this and our appetite to fuel an industry set to be worth $10 billion per annum in the US alone, do we truly feel well at work?

Wellbeing is a sensitive subject. Reflecting honestly to ourselves is a difficult process and making life changes to prioritise our health is even harder. How often have we ignored the reality that stress, anxiety or depression form part of our daily routine? How often do we cringe when we hear mention of work/life balance as if it is an unachievable utopia?

Wellbeing today The reality is that the landscape of wellbeing is changing and the primary driver behind this lies in the corporate sphere. Although our personal ambitions to take control of our wellbeing have been steadily rising, in the past we’ve been restricted by the conflicting drivers of our work life.

This view is supported by a well cited, global Gallup study that found 87% of us to be disengaged and unhappy at work.

However, looking forward the picture is getting brighter. In the past five years we’ve witnessed a slow transformation of attitudes. Led by the UK Government’s Happiness Survey (2010) and more recently the announcement of a ‘What Works Centre for Wellbeing,’ wellbeing indicators are positioned as an important alternative for measuring economic success. So much so, the Health Minister has written personally to every FTSE 100 company to ask for collaborative support of its ‘Time to Change’ wellbeing campaign. This latter intervention is a direct response to an independent research study by RAND Europe, which found a soberingly misaligned approach towards mental health issues by employers. It is with this background that businesses are being called upon to take a key role of responsibility for wellbeing.

Corporate wellbeing Initial findings from Yoke Consultancy's independent research within the Financial Services sector found that our job satisfaction influences our overall life satisfaction by up to 70%. Although some may claim this is a direct reflection of the number of hours spent in the office, for most it demonstrates our ability (or inability!) to stay organisationally resilient outside of working hours. This insight shows that employers are in a unique position to dramatically influence the quality of employee wellbeing.

Pioneering companies are proactively reacting to this opportunity and with an awareness of the wide, long term benefits, are consciously prioritising wellbeing as a strategy for deep organisational change. The history of ad-hoc, token approaches to this concept are no longer good enough and with a new wave of wellbeing bubbling, those that are preparing to ride it, are already seeing the rewards.

Why it matters & what to do There are 3 primary drivers to wellbeing that enable companies to maximise their competitive edge:

motivations and status of employee satisfaction and wellbeing are established. This enables baselined and benchmarked wellbeing positions to be drawn from which targeted, valuable interventions can be (re)designed.

The clients we’ve worked with to date have gained a more comprehensive view of their human capital, with a consistent framework supporting its cost and communication effectiveness.

2: Leadership advantage Leadership skills of the future fall into two buckets.

The first, and the part we are generally more advanced in, is the ability to take action. Current training programmes promote time management, prioritisation, delegation and management expertise that all focus on the art of doing. These are valuable techniques, however if we rely solely on this development we encourage behavioural bias’ that are not sustainable. For example when we feel overstretched we revert to our default formula of working more, despite the fact we it leads to greater stress and lower productivity levels.

The second bucket centres on the aptitude of being. By cultivating personal skills that encourage self reflection, connection and emotional intelligence we develop an awareness of our own wellbeing. By understanding what we need to replenish, inspire and encourage ourselves we are better able to better manage and lead teams in a balanced and focused way.

Through Yoke’s ‘Wellbeing Training’ programme we develop techniques in self awareness, emotional & organisational resilience and mindful communication, based on Meister Eckhart’s premise that ‘the outer work will never be puny, if the inner work is great. Our workshops directly promote improved personal productivity for participating senior management, and have a notable, positive ripple effect on the wider teams within which they work.

3: Talent advantage We’re all aware that technology is squeezing the demand for mid-level jobs and dramatically reshaping the workforce of the future. With this context, the way we attempt to attract and retain the next generation of high calibre talent is increasingly complex. The so called ‘millennials’ now make up 75% of the world’s employee base and are demanding a different way of working: one that enables greater flexibility; improved innovation in management attitudes; greater sensitivity to ethical and wellbeing practices and a belief business should have a positive impact on society.

Yoke’s research at a leading consultancy is exploring the influence of wellbeing on retention, focusing on the millennial cohort. It is no surprise that the motivations of this group are dramatically different and with this knowledge creative wellbeing offerings are now proving a valuable tool to keeping talent.

1: Business advantage

So whether it be for your bottom line, your management capability or the succession of your workforce it’s time to acknowledge, understand and take action on wellbeing.

The business case is clear and has been well communicated since the millennium. If we’re well, we’re productive, we’re healthy and we’re present. However innovative firms are no longer taking these generic cost assumptions at face value and are beginning to merge the era of big data with wellbeing. Through independent assessments deep insight into the

Rachel Arkle is Director of Yoke Consultancy. She has an MSc in Organisational Wellbeing and with more than ten years experience as a management consultant specialises in delivering high value wellbeing assessments and targeted training programmes for companies throughout the UK.

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Focus on Scotland / 1 Edinburgh Event Previews Event: Date & Time: Venue:

Edinburgh - PEP – How to avoid being a Busy Fool (members only event) 13th May - 5.30pm to 8pm Scottish Widows, Port Hamilton, Morrison Street, Edinburgh

Do you ever feel like a hamster on a wheel? Working furiously just to keep in the same place? Being busy has become a status symbol. Nowadays, being a workaholic is one of the few remaining acceptable addictions. But are we busy working on the things that matter?

This workshop will help you distinguish between the urgent and the important. It gives you time to step back and decide where you should be spending your precious time.

The interactive presentation will also give you the opportunity to meet fellow WIBF members and share your tips and challenges in keeping a clear head and avoiding becoming a busy fool.

Rachel Weiss, our presenter, studied mathematics at Oxford and then rejected possible careers as an academic or a banker to be a teacher, subsequently training as a counsellor. She founded Rowan Consultancy in Perth 17 years ago. Rowan now has a network of counsellors, coaches and trainers throughout Scotland, helping people live more satisfying lives by working with them to increase self-awareness, knowledge and skills. We like to think that, in our small way, we help to make the world a better place, benefitting individuals, relationships, teams, workplaces and society. www.rowan-consultancy.co.uk

Event:

Edinburgh Spotlight Supper: Learning Lessons: reflections on a life in education and beyond

Date & Time:

1st July, 5.30-8pm

Venue:

Angels with Bagpipes, 343 High Street, Royal Mile, Edinburgh, EH1 1PW

We are delighted to welcome Dr Helen Wright as our speaker for the second of our spotlight suppers for 2015.

Dr Helen Wright (Tatler’s Best Head of a Public School 2011) headed high profile schools in the UK and Australia for over 13 years until January 2014, when she gave this up to move back to Edinburgh and into a broader second career – a portfolio (still under development) which includes the financial services industry. She remains passionate about the transformative power of education for all – locally, nationally and globally. This short talk (followed by a discussion) will explore Helen’s life journey and look at issues such as work, community and finding a purpose in the world.

Event:

Mental Toughness - Introductory Session

Date & Time:

29th July, 5.30-8pm

Venue:

Scottish Widows, Port Hamilton, Morrison Street, Edinburgh, EH3 8YF

Mental Toughness describes the mind-set that every person adopts in everything they do. It is closely related to qualities such as character, resilience, grit, etc. It is defined as: "a personality trait which determines in large part how people deal with challenge, stressors and pressure, irrespective of prevailing circumstances".

This introductory session run by Sonia Johnston will give an insight into the following aspects l An overview of the Mental Toughness model with insights from an individual, team or organisational perspective. l Gain an understanding of how to use this valuable tool in your everyday life as well as deployment into the workplace. l Start to Identify and scope work place priorities and understand how and where you wish to use the Mental Toughness model Sonia Johnston, AQR Scotland and Owner of Impact for Growth has a wealth of experience coaching and developing individuals, teams and organisations to be the best they can be in life and work. She is passionate about making a difference and over the years has helped many people develop self-belief and confidence removing barriers, fears or even anxieties, resulting in significant positive shifts and continued professional development. Other roles include mentor, advisor and catalyst for growth across many sectors including SME's and Students.

Edinburgh Event Reviews (Comments are made by the individuals and do not represent the views or endorsement by their employers)

Panel Event – Women on Boards, October 2014 We were extremely fortunate to have Tanya Castell, Kim Richmond-McLaren and Monica Langa as panel speakers for our Women on Boards panel event held at the Virgin Money Lounge on the 16th of October. The event facilitated by our co-chair Sharon Forder provided attendees with the opportunity to hear from and ask questions of each of our speakers. There were lots of great questions asked which generated plenty of discussion on this high profile theme. Attendees were encouraged to consider the way they viewed Board membership and to recognise the transferable skills they have. A thoroughly engaging evening and a theme that we will look to explore further in 2015.

Personal Excellence Programme, November 2014 We were delighted to welcome Toastmasters on the 19th of November, for our final PEP event of 2014.The event took place in the offices of Eden Scott, St Andrews Square, Edinburgh Neil McLure was our Toastmaster for the evening and along with other members of the Waverley Communicators toastmasters club provided us with a great taster session of what you can expect if you go along to a Toastmasters club. Following an excellent speech from Eduard Kutas attendees were then asked to talk for no more than 2 minutes on various topics of which they had no advance notice resulting in some great talks. An engaging evening which generated a lot of enthusiasm from our attendees.

More information on Toastmasters is available via: http://waverleycommunicators.toastmasterclub.org/

Networking Drinks, December 2014 Our final 2014 event was held at the Balmoral Bar and it was great to see the enthusiasm and passion that our members have for WIBF. It was also great to see a mixture of members and potential members at the event. As the last of our events for 2014 this was a great time for us to reflect on what we have been able to achieve for our members in 2014 and also to provide an update on our 2015 events.

Spotlight Supper, January 2015 For our first event of 2015 we were delighted to have Marjory Rodger (MBE) as guest speaker at our spotlight supper held at Amarone, George Street, Edinburgh., Marjory is currently a non-executive director of Lothian Buses plc, a member of the First Scotrail Stakeholder Advisory Board and a trustee of The Scottish Social Business Fund.

Marjory shared her experience with us and touched on a variety of topics i ncluding maximising CV's/Interviews/prioritisation and guilt and choices. A very enjoyable and inspiring evening and a great start to our 2015 events programme.

Personal Excellence Programme, February 2015 We were delighted to have Dr Sue Mitchell the Director of Aeona (www.aeona.co.uk), a coaching and leadership development consultancy at our first Edinburgh PEP event.

Sue did not suggest for a minute changing the past. This session was aimed at changing our perspective on how we think and feel about it: Changing failure into a learning event. Understanding how the brain is predisposed to notice what is wrong and understanding why. How we filter information so we can make sense of it and this filtering affects our perspective. Exploring our perspective on an event that is holding us back - what filters we have used to define the experience at the time and in our memories. Trying out different filters and different perspectives. Reflecting on what insights that gave us to learn from the experience and what we take with us going forwards.

This was a highly interactive and participatory event with lots of discussion where individual members shared their experience and allowed others to gain insight in their approach of dealing, understanding and reflecting on difficult situations.

Women in Banking and Finance Magazine

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Focus on Scotland / 2 Glasgow Event Previews Event:

Glasgow - Learning & Development - Personal Brand

Date & Time:

7th May 2015, 6-8pm

Venue:

Screening Room, Blythswood Square Hotel, Glasgow City Centre

In a world where “people buy people” your personal brand helps people decide whether or not they’re buying into you!

Come and join us for a session that helps you understand what personal brand is, how it is formed, how to define it and how to promote it. This session will help you tap into one of the most powerful career and business tools you have at your disposal.

Event:

Glasgow -– Learning & Development - Makeover & LinkedIn Profiles

Date & Time:

4th June 2015, 6-8pm

Venue:

(tbc - Glasgow City Centre)

A fantastic opportunity to either enhance your newly defined Personal Brand or to get some tips to make the most of your LinkedIn profile.

This session will give you some top tips about profiling yourself on LinkedIn. We will be joined by a make-up artist, a stylist and a photographer who will help you with everything you need to create the perfect professional profile.

Event:

Glasgow - Speed Networking

Date & Time:

9th July 2015, 6-8pm

Venue:

The Salon, Blythswood Square Hotel, Glasgow City Centre

Join us for a fun and informal networking event where we will provide a light structure to allow you to mingle and meet everyone at the event, increasing your personal and professional network.

Glasgow Event Reviews (Comments are made by the individuals and do not represent the views or endorsement by their employers)

Pre-Christmas Event – November 2014 A fantastic evening was had by all at Glasgow’s Pre-Christmas Event held at The House of Fraser’s champagne bar. Bobbi Brown gave a demonstration to help ladies take their work-look to evening-look during the party season. After receiving top tips from the make-up experts, guests were given access to exclusive discounts throughout the store.

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Women in Banking and Finance Magazine

Focus on Scotland / 3

The fantastic panellists – Left to right: Rachel McTavish, Cristina Chimenti, Clare McColl, Kate Thomson

Panel Discussion – Grow Your Career March 2015 We were delighted to be joined by Clare McColl (Indirect Tax Partner, KPMG), Kate Thomson (Assistant Chief Constable, Police Scotland) and Cristina Chimenti (Financial Controller, BSKY & Chair for WIBF’s Glasgow Chapter) for an inspiring evening. Hosted by the wonderful Rachel McTavish, the audience were given an insight into how these women made it to the top of their field. It was refreshing to hear that none of them had any great plan from the outset and how following their gut and taking opportunities had led them all to fulfilling careers.

Attendees enjoying the opportunity to network ahead of the main event

Cyber Attack! – April 2015 Alana Roche, Senior Development Underwriter with AIG, took to the stage for an intimate evening. She demystified cyber exposures faced by businesses in today’s ever changing technology landscape. It was extremely interesting to get a better understanding of the main exposures and the innovative ways hackers are targeting our personal and company data!

Women in Banking and Finance Magazine

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Focus on Scotland / 4

Taking The Challenge that women deserve equal access, equal choice, equal pay and can do anything they go for! As Lord Denning once said in an Equal Pay case, it really has nothing to do with gender as “He may have been a small and nervous man, who could not say boo to a goose. She may have been as fierce and formidable as a battle-axe.”

So, I am throwing down the gauntlet to all women to take on a challenge for all the benefits they bring and hope of course that you would like to take on a Commando Spirit Series challenge at www.commandospirit.com. I am also delighted to have been invited to speak about “Commando Spirit Lessons Learnt From the Royal Marines” at the WIBF meeting in October.

The wonderful Jo Grant is one of my business mentors at Entrepreneurial Spark and she asked if I might like to write something for the WIBF magazine. Having learnt to fly a microlight; escaped from a simulated helicopter crash; jumped off several iconic buildings including being one of only four women to abseil the Shard, Western Europe’s tallest building; raised £20M for charity and left my legal career as a barrister to set up my own company, many people say I “take the challenge.”

I am founding director of award winning company Lifetime Challenge Events and our vision is to offer once-in-a-lifetime experiences that raise life changing sums for charity. Our main brand is the Commando Spirit Series of challenges that give you the chance to test yourself or your team and discover a little of how it feels to be a Commando. Supported by our Royal Marines as you face some of the most formidable and legendary aspects of Commando training, you will get to push your physical and psychological limits and raise funds for those who risk their all.

I very much look forward to meeting you all either on one of our events or at the WIBF event in October and in the meantime, go on – take a challenge – life is too short not to!

Sally-Anne Hunter Founder and Director, Commando Spirit s.hunter@commandospirit.com www.commandospirit.com

Event:

Survive the Yomp – part of the Commando Spirit Series

Date & Time:

12th September 2015, 6am - to 5pm

Venue:

Achnacarry near Spean Bridge, Scottish Highlands

Challenges this year include Survive The Yomp; the legendary 30 mile trek across tough terrain in the Scottish Highlands, Escape The Dunker; the formidable test of your ability to stay calm under pressure as you escape a simulated helicopter crash and Take The Leap; the adrenalin fuelled abseils of iconic buildings in the UK. Taking part in fundraising challenges can improve your health and well being; sense of achievement, confidence and self-belief; leadership and teamworking skills; social life and sense of pride that comes from making a difference. One benefit that is sometimes missed but is very powerful is that it can dramatically improve your chances of career advancement by giving you visibility and a “USP” in your company and industry.

Research has shown however that it tends to be men, rather than women who take part in such challenge events . We have found this to be the case in our own events with only 25% of female participants. I am on a mission to increase this to 50%. Also, research by testicular cancer charity Everyman has found that it is often the women who do the admin and fundraising behind the scenes, taking all the responsibility but no reward. Sounds familiar?

There are many reasons why women do not take part: from women selfdeselecting through fears around body image (and the recent “This Girl Can” campaign is a great example of one way to endeavour to combat this), pressure on time (but everyone is juggling it is just they might have different balls!), underestimating their capabilities and confusing what they can do now with what they can train to do in the future; fear that they won’t be able to do “it” (“feel the fear and do it anyway” comes to mind) to some corporates putting men forward on an assumption that they will be more likely to win.

Having met and heard the inspirational Fiona Woolf CBE several times (I am a Raleigh International Alumni and also involved in Heropreneurs ) I loved Sylvana Caloni’s article on her abseil off the Lloyd’s Building and Fiona’s keenest for “women to show that they are capable of doing anything we set our minds to, even physically challenging events.” As I think you’ve probably guessed by now, I passionately believe in this and

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Not exactly a walk in the park, Survive The Yomp – one of the Commando Spirit Series of challenges - is the legendary 30-mile trek across tough terrain in the Scottish Highlands. It’s the test of stamina and mental strength that defines the Royal Marines Commandos. If you are looking for the ultimate test for yourself or your team you’ve found it.

Helping to raise life -changing sums for the Royal Marines Charitable Trust Funds work supporting Royal Marines and their families in need, you’ll be pushed to your physical and psychological limitations as you take part alongside and supported by the Royal Marines. Could you show your courage for those who risk their all? Could you Survive The Yomp?

For more information on the Commando Spirit Series, visit http://www.commandospirit.com/.

You can sign up individually or as a team. Check our website for our latest offers.

To see Commando Spirit events in action visit our YouTube channel http://www.youtube.com/user/CommandoSpiritTV To donate visit https://www.justgiving.com/CommandoSpirit/

Focus on Scotland / 5 ALTERNATIVE COMBINED ENTRY Event:

Escape The Dunker - part of the Commando Spirit Series

Date & Time:

11th November 2015,

Event:

Survive the Yomp

Venue:

Aberdeen

Date & Time:

12th September 2015, 6am - 5pm

Venue:

Achnacarry near Spean Bridge, Highlands

Another of the Commando Spirit Series challenges, whether you take part as an individual or a team, Escape the Dunker will test your skills, guts and determination as you escape a simulated helicopter crash.

Recreating the underwater escape training all Royal Marines have to complete as part of their training, brave participants are strapped into “The Dunker”, a mock helicopter fuselage, and thrust into the water at great speed until they are completely submerged. They must then evoke their Commando Spirit, stay calm under pressure and use the correct Royal Marines procedures, shown prior to the challenge, to escape safely.

All Royal Marines are required to complete this test at week 13 of their training.

As Chris Terrill, director and cameraman of “Commando on the Front Line” for ITV and the only civilian to complete the Commando Tests and receive an honorary green beret, said: “The dunker test is the ultimate challenge of guts and determination. It will challenge every aspect of your being, your courage, you ability to stay calm and of course your ability to hold your breath.”

You can sign up individually or as a team. For more information and the latest offers visit http://www.commandospirit.com/.

Event:

Escape The Dunker

Date & Time:

11th November 2015,

Venue:

Aberdeen

Not exactly walks in the park or a drop in the ocean, the Commando Spirit Series of events are the tests of stamina and mental strength that define the Royal Marines Commandos. If you are looking for the ultimate challenge for yourself or your team you need look no further than: Survive the Yomp (a legendary 30-mile trek across tough terrain in the Scottish Highlands) and/or Escape the Dunker (a recreated underwater escape in a mock helicopter).

Helping to raise life -changing sums for the Royal Marines Charitable Trust Funds work supporting Royal Marines and their families in need, you’ll be pushed to your physical and psychological limitations as you take part alongside the Royal Marines, supported every step of the way and share a unique experience. Could you show your courage for those who risk their all? Could you Survive The Yomp or Escape the Dunker?

You can sign up individually or as a team.

For more information on the Commando Spirit Series or for the latest offers visit www.commandospirit.com To see Commando Spirit events in action visit: http://www.youtube.com/user/CommandoSpiritTV Commando Spirit and the Commando Spirit Series are designed and delivered by award winning Lifetime Challenge Events Ltd. The company is headed up by former barrister and professional fundraiser Sally-Anne Hunter, who has raised over £20M for charity.

Bristol Diary Bristol Event Previews A lively evening event with Esther Stanhope: Impact Coach and Broadcaster

Our speaker Esther Stanhope, Impact Coach and Broadcaster is an experienced “Live” BBC producer and journalist. Esther has worked with Hollywood stars and ‘Big’ personalities and knows how to get the best performance out of you. She now uses her expertise to help professionals nail their message, ooze charisma and win pitches.

Date & Time:

6th May 2015, 6-9pm

http://www.estherstanhope.com/

Venue:

Ashfords, Tower Wharf, Cheese Lane, Bristol, BS2 0JJ

Event:

Women in Banking and Finance (Bristol) are delighted to invite you for drinks, nibbles, networking and a lively evening discussion on ‘How to Make an Impact ...and Get Your Voice Heard’.

At this practical and fun WIBF workshop you will learn tips on how to: l l l l

Ooze confidence – the art of powerful body language and vocal skills Engage with your audience so they take you seriously Express yourself authentically – be the best version of you Command the room without coming across as ‘aggressive’ or ‘bossy’ Women in Banking and Finance Magazine

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London Diary of Events 2015 WIBF Speakers’ Clubs operate bi-weekly throughout the year at Royal Bank of Scotland Group in the City and Barclays in Canary Wharf. See below for dates: WIBF Speakers’ City Club,

WIBF Speakers’ Canary Wharf Club,

Royal Bank of Scotland Group, 135 Bishopsgate, London EC2M 3UR.

Barclays, 1 Churchill Place, London E14 5HP.

6.15-8pm

6.15-8pm

WIBF Speakers’ Canary Wharf Club Meeting Dates

WIBF Speakers’ City Club Meeting Dates

13th May 2015

6th May 2015

27th May 2015

20th May 2015

10th June 2015

3rd June 2015

24th June 2015

17th June 2015

8th July 2015

1st July 2015

22nd July 2015

15th July 2015

5th August 2015

29th July 2015

19th August 2015

12th August 2015

2nd September 2015

26th August 2015

16th September 2015

9th September 2015

30th September 2015

23rd September 2015

Date

Event

Venue & Time

11th May

Leadership Development for Team & Project Managers: Increasing Your Influence in a Project Environment with Susanne Madsen,

Macquarie, Ropemaker Place, 28 Ropemaker Street, London EC2Y 9HD, 6-9pm

12th June

18th WIBF Awards for Achievement Luncheon

The Ballroom, The Dorchester Hotel, Park Lane, London W1K 1QA, 12.30-3.30pm

6th July

Career vs Job - Career Mapping facilitated by Rina Goldberg

BP Oil International Limited, 20 Canada Square, London E14 5NJ, 6-9pm

20th July

Leadership Presence Part Two of Leadership Series facilitated by Sylvana Caloni & Janet Thomas

Hogan Lovells International LLP, Atlantic House, Holborn Viaduct, London EC1A 2FG, 6-9pm

14th September

Managing Your High Potentials Through a Lumina Lens facilitated by Shauna & Ilana

KPMG 15 Canada Square, Canary Wharf, London, E14 5GL, 6-9pm

12th October

Getting the Most Out of Your Team facilitated by Corjanne van Drimmelen

Barclays Bank, 1 Churchill Place, Canary Wharf, London E14 5HP, 6-9pm

16th November

What is Your Vision for Your Future Using a Vision Board facilitated by Marian Costello and Debra Zuckerman

TBC, 6-9pm, Check www.wibf.org.uk

TO BOOK EVENTS Login in using your new Portal Username and Password on http://www.wibf.org.uk for each relevant event. If you are not a WIBF member you will be able to login as a Guest User. You will then be directed to our secure payment page via WorldPay to pay the required fee where applicable. Please email Jackie.Chatfield@wibf.org.uk for any other information relating to events. Guest members can attend a session before committing to join WIBF. 42

Women in Banking and Finance Magazine

Edinburgh Diary of Events 2015 Date

Event

Venue & Time

13th May

PEP - How to Avoid Being a Busy fool (members only event)

Scottish Widows, Port Hamilton, Morrison Street, Edinburgh, 5.30-8pm

1st July

Spotlight Supper with Helen Wright

Angels with Bagpipes, 343 High Street, Royal Mile, Edinburgh, EH1 1PW, 5.30-8pm

29th July

Mental Toughness – Intro Session

Scottish Widows, Port Hamilton, Morrison Street, Edinburgh, EH3 8YF, 5.30-8pm

Aug

Colours/Style

TBC, 5.30-8pm, Check www.wibf.org.uk

Sept

PEP (members only event)

TBC, 5.30-8pm, Check www.wibf.org.uk

29th Sept

Panel event (CV's/Interview skills)

TBC, 5.30-8pm, Check www.wibf.org.uk

Oct

WIBF/CIOBS Joint event

TBC, 5.30-8pm, Check www.wibf.org.uk

Nov

WIBF/DLA Piper - Panel Event

TBC, 5.30-8pm, Check www.wibf.org.uk

Nov

PEP (members only event)

TBC, 5.30-8pm, Check www.wibf.org.uk

Glasgow Diary of Events 2015 Date

Event

Venue & Time

7th May

Drop in drinks

Blythswood Square Hotel (Salon) 11 Blythswood Square, Glasgow G2 4AD, 6.30-8pm

4th June

Learning & Development – Makeover & LinkedIn Profiles

TBC, 6-8pm, Check www.wibf.org.uk

9th July

Drop in Drinks – Speed Networking

The Salon, Blythswood Square Hotel, Glasgow City Centre 6-8pm

6th August

Wine Tasting

Blythswood Square Hotel, 6-8pm

10th September

Learning & Development - TBC

TBC, 6-8pm, Check www.wibf.org.uk

8th October

Commando Spirit – Military Leadership

Blythswood Square Hotel, 6pm-8pm

5th November

Drop in Drinks

Blythswood Square Hotel, 6-8pm

Bristol Diary of Events 2015 Date

Event

Venue & Time

July TBC

Summer Party

TBC, Check www.wibf.org.uk

ADVERTISING INFORMATION FOR WIBF MAGAZINE

DIMENSIONS

A4 Full page - for the inside back cover, allow 3mm bleed top and bottom and on the right-hand edge.

Trimmed size A4 210mm Wide x 297mm High.

Half page with margins 185mm W x 133mm H

For the back cover, allow 3mm bleed top and bottom and on the left-hand edge.

Full page bled 213mm W x 303mm H

Quarter page bled N/A

Full page with margins 185mm W x 272mm H

Quarter page with margins 90mm W x 133mm H

MEDIA Final artwork should be supplied to size, either as a JPEG or PDF. Images should be CMYK and should be a minimum of 300dpi resolution.

Images should be no smaller than 50mmx 75mm.

If artwork has to be constructed there will be an additional cost.

Half page bled 213mm W x 151mm H

For prices, please contact Marian Costello at marian.costello@wibf.org.uk Women in Banking and Finance Magazine

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Membership benefits/programmes Depending upon the stage you are at with your career progression, you can choose to develop an area catered to your specific needs and interests. Examples of the programmes we offer include: Associate

Management

Executive

Personal Excellence Programme Monthly diverse range of personal and professional development workshops.

Personal Excellence Programme Monthly diverse range of personal and professional development workshops.

Mentoring Being a mentee supported by colleagues within the industry.

Distinguished Speaker Programme Access to inspirational leaders

Women on Boards For aspiring leaders seeking non-executive posts on boards and senior appointments and to join executive committees.

Public Speaking - in London Affiliated to the international Toastmasters Programme, where you can hone your speaking skills in a fun and supportive environment with like-minded people.

Networking Drop in Drinks An opportunity to build relationships Young Professional Award/Team Diversity Award Recognising women within the industry

Panel Discussions An opportunity to hear key professionals discussing relevant topics Mentoring Being a mentor/mentee supporting/supported by colleagues within the industry.

Public Speaking - in London Affiliated to the international Toastmasters Programme, where you can hone your speaking skills in a fun and supportive environment with like-minded people.

Distinguished Speaker Programme Access to inspirational leaders Panel Discussions An opportunity to hear key professionals discussing relevant topics Mentoring Being a mentor supporting colleagues within the industry Award for Achievement /Champion for Women Award/ Team Diversity Award Recognising women within the industry Networking with peers

Young Professional Award/ Award for Achievement/ Team Diversity Award Recognising women within the industry Networking with peers For all members in all locations Social Media

Linked In, Twitter, WIBF website. Stay in touch, ask/answer questions and raise your industry profile

Magazine subscription

Three times a year covering business focus, career management and much more for the WIBF community and providing visibility for WIBF

Monthly e-newsletter

Building WIBF community support and visibility featuring movers and shakers and events.

Networking opportunities

Through professional and social events

Developing your personal brand image Personal Profile

Highlighting Platinum Corporate Members’ employees in magazine profiles

WIBF Annual Awards Luncheon

The Awards Luncheon is an opportunity to host your clients

WIBF Industry Expert Series

Speakers who are experts in their field emparting their expertise to WIBF

Regional Programmes

Headquartered in London, WIBF also has chapters in Edinburgh, Glasgow, Bristol and Dublin. The chapters provide events catered to the needs of their local communities such as Business over Breakfast briefings, Spotlight Suppers and gallery tours.

Personal Excellence Programme

Learn tips on how to become a well-rounded professional who can reach the next step in her career with ease. The workshops cover a range of topics from effective networking, achieving work-life balance, how to work with different personalities effectively, how to give and receive feedback professionally, how to get internal sponsors and mentors in your firm to help you up the career ladder, etc.

Distinguished Speaker Programme

Leaders in the finance industry speak about the challenges they overcame and steps they took to become successful. This is an opportunity for members to learn from our leaders and build their network.

Panel Discussions

WIBF partners with external foundations, groups, organisations and industry speakers to discuss industry issues and trends.

Mentoring

A mentoring programme launched in London where we match those wanting to be mentors with those seeking mentees. Mentors and mentees meet fortnightly and work through the mentee’s progression plan.

Public Speaking

WIBF is affiliated with Toastmasters International. There are currently two speakers clubs which meet fortnightly in the City of London and Canary Wharf. Members develop confidence, become better communicators and effective leaders in a supportive environment.

Women on Boards

For aspiring leaders seeking non-executive posts on boards and senior appointments and to join executive committees. The programme is designed to build a pipeline of potential candidates for future roles.

Networking

Meet and build connections with fellow professionals and increase your visibility in the industry through targeted networking events.

Developing Leadership and Management Skills

Join one of the WIBF committees to develop your skills and network.

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Women in Banking and Finance Magazine

Women in Banking and Finance Group Executive Board President Vice President

Janet Thomas, Infinity Capital Partners Melanie Seymour, BlackRock

Glasgow Management Team

Advisory Board

Glasgow Chair/ Cristina Chimenti, Group Executive Board BSkyB Ltd

Susan Allen, MD UK Banking, Santander

Corporate Partnerships Kirstie McDonald, & Events Brodies

Sylvana Caloni, Executive Coach, SC Executive Coaching

Corporate Partnerships Lesley-Anne Mitchell, & Events Moorfoot Ventures

Susan Dean, Chair Audit Committee and NED for Citi’s UK legal vehicles

Head of Operations

Amanda Lawman

Assistant to Head of Operations

Jackie Chatfield

Corporate Partnerships Vida Rudkin, & Events Morgan Stanley

Head of Marketing & Communications

Martha McKenzieMinifie, ING

Corporate Partnerships Alana Roche, AIG & Events

Magazine

Marian Costello, MCA Consultants

Communications Strategy

Mentoring

Jane Oliver, Credit Suisse

Newsletter/ Magazine Jo Grant, Change & Blog Recruitment Group

Membership

TBC

Marketing & Communications

Vicki Swan, RBS

Women on Boards

Miranda Abraham, Barclays

Marketing & Communications

Diane O’Neil, Pertemps

Personal Excellence Programme

Dr. Jan Halper Simona Fionda, Barclays

Co Secretarait

Debbie Reid, Clydesdale Bank

Governance

Joanne Theodoulou

Treasurer

Yvonne McKnight, Affinity Brokers

Treasurer

Marianne Hampson, RBC

Executive Board Member

Jenny (Yuting) Wang

Debi Haren, Property Searches Scotland

Bristol Management Team

Simon Hayes, Head of Financial Services Practice, Odgers Berndtson Angela Knight, Chief Executive, Energy UK Mei Sim Lai, OBE, Founder and Principal of LaiPeters & Co Lisa Rabbe, MD, Head of Public Policy for Europe, the Middle East & Africa, Credit Suisse Securities Ltd

Women in Banking and Finance Magazine Team Marian Costello, Editor-in-Chief marian.costello@wibf.org.uk Janet Thomas, Editorial Director janet.thomas@wibf.org.uk Amanda Lawman, Head of Operations amanda.lawman@wibf.org.uk Kirsten Zverina, Content Management Team kirsten.zverina@wibf.org.uk

Bristol Chair/ Elaine Meyrick, Group Executive Board Thrings Solicitors

Anqi Guo, RBS, Content Management Team

Edinburgh Management Team

Events Liaison

Claire Tomlin, Paragon Costs

Dawn Williams, Content Management Team

Edinburgh Co-Chair/ Sharon Forder, Group Executive Board RBS

Events & Media

Nicola Parker, Co-op Bank

Edinburgh Co-Chair/ Suzanne Reynolds, Group Executive Board RBS

Events Liaison

Pollyanna Russell Stower, Ashfords

Committee Member

Jean Norton, Ashfords

Committee Member

Alison Vico, Saffery Champness

Treasurer

Moira Crichton, Tesco Bank

Secretariat

Lesley Niezynski, RBS

Programmes

Fiona Kerr, Tesco Bank

Programmes

Monika Lang, Lloyds

Committee Member

Amy Coppock, Coutts

Programmes

Sally McFall, Stanton House

Secretary

Emily Dunford, TLT Solicitors

Programmes

Suzanne Donaldson, Scottish Widows

WIBF Patron

Marketing & Communication

Iona Pullar, RBS

Noreen Doyle

Marketing & Communication

Carmen Chan, RBS

Corporate Membership Alison Scott, Regulatory /Strategic Partnerships Finance Solutions

WIBF offers a range of events and to develop careers as well as providing opportunities to build relationships and widen networks within the industry.

Sally Little, ING, Content Management Team

Melanie Seymour, Content Management Team melanie.seymour@wibf.org.uk Jay Surti, Content Management Team jay.surti@wibf.org.uk Debra Zuckerman, Content Management Team debra.zuckerman@wibf.org.uk Angela Barry, Magazine Art & Design angelabarry@blueyonder.co.uk Tim Clancy, Magazine Production tim.clancy@impressprint.net

Women in Banking and Finance (WIBF) publish this magazine. Whilst care is taken to ensure that the contents are accurate, WIBF cannot accept any liability for errors or omissions. Opinions expressed are those of the authors, not WIBF. Correspondence should be sent to:

Marian Costello, Magazine Editor by email to magazine@wibf.org.uk

Corporate Membership Louise Johnston, /Strategic Partnerships Tesco Bank Individual Membership Ruth Sadler, Exception UK

WIBF Office 141 Clockhouse Lane, Collier Row, Essex, RM5 2TH

Articles and illustrations remain the © copyright of the originators: reproduction in any form is prohibited without their written permission. All other material is the copyright of WIBF. All rights reserved internationally.

Women in Banking and Finance Magazine

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