Programme: Summer School on Social Banking 2010As of 5 July 2010

Banking on values – what values?18 to 23 July 2010 in Florence, Italy

Programme overview

Sunday18 July 2010

Monday19 July 2010

Tuesday20 July 2010

Wednesday21 July 2010

Thursday22 July 2010

Friday23 July 2010

IntroductionValues? Why Values? And What Values?

Ethical Challenges inBanking and Finance

Best PracticesEstablished value-based Products and Services in Banking and Finance

New DevelopmentsIn value-based Banking and Finance

Organisational and Individual Competencesfor value-based Banking and Finance

The Future of (Social) Banking Outlook

Arrival: 11.30 AM to 15:00Start of the Programme at 15:30Lectures, World Café andWelcome Evening

Lectures, Discussions,Working Groups, Panel DiscussionFree evening

Lectures, Discussions, Working GroupsPublic Lecture in the evening in the centre of Florence

Lectures, Discussions, Open Space, Panel DiscussionPublic Lecture in the evening

Lecture, Discussions, Workshop, Pathfinder Session„Banquette“ in the centre of Florence

Lectures, Discussion and Round-UpDeparture at 13.30

Day Main topic Info

www.social-banking.org/summer-school

Summ

er School on Social Banking 2010

1

Day Main topic Info

Markus Heidenreich

Lothar Lochmaier

Shelley Sacks

Olaf WeberRosl Veltmeijer-Smits

Ugo Biggeri

Leonardo Becchetti

James Niven

Els Verhagen Stefano Zamagni

Malcom Hayday

Ulrich Thielemann

Jean Pierre Caron

Lars Pehrson

Speakers

Pierre Aeby

Andreas Neukirch

Robert McNeer

Ulrike Lohr

Katharina Beck

Edy Walker

Chris Seeley Simone SilianiAndreas Weber

Paul Dembinski

Axel Schmidt

Ricardo Milano

Mirjam Fochler

Julian Kühn

Christophe Guene Silke Helfrich

Antje Tönnis

Marco Morganti

Rolf Kerler

The goals of the Summer School

The International Summer School on Social Banking provides a unique opportunity for interested and engaged people to meet and develop new perspectives on banking and finance.

GoalsWithin the Summer School, we• create awareness for the role of banks in society and the economy,• present cases and best practices of already existing socially oriented banks and banking products,• question the personal relationship to money and the present banking system,• offer spaces for creative and solution-oriented discussions on banking and finance and their role in society,• critically reflect on the concepts and ideas behind socially oriented banking.

In addition to introducing Social Banking in general, every International Summer School on Social Banking addresses a main topic. In 2010, we focus on “Banking on values” and ask “what values?” these actually are. As banking is a social interaction, we will also link these discussions to our personal values.

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

2

11:30

15:00

15:30

15:45

16:30

18:30

19:30

20:30

22:00

Arrival & Check-In

Welcomel Introduction of the ISB and Villa la Stellal Introduction of the participants

Engagement:“Building our resources: 2 questions to accompany us during the conference: What do I need/want?”

Input: „An individual’s perspective on values, money and banking“

World-Cafe on values & banking

Input:„Florence and central Italy: people and places where banks and social banks were born.“

Dinner

Input & Discussion: „’Bio-Capital’: The role of finance/banking in the problems we face and in their solution“

Bar at Villa la Stella

Katharina Beck (Moderator; Managing Director Institute for Social Banking, Germany) Mirjam Fochler (Organiser; Institute for Social Banking, Germany) Ugo Biggeri (Chairman of the Board of Directors of Banca popolare Etica, Italy)

Shelley Sacks (Director of Social Sculpture Research Unit, Oxford Brookes University, UK)

Rolf Kerler (Co-Founder and Member of the Supervisory Board of GLS Bank and Weleda AG, Germany)

Chris Seeley (Co-Director of the Ashridge Masters in Sustainability and Responsibility, Ashridge Business School; and Social Clowning, UK)

Ricardo Milano (Banca Etica, Italy),Simone Siliani (Fondazione Banca Etica, Italy)

Andreas Weber (Independent Writer, Author of “BioKapital”, Germany)

Sunday, 18 July 2010

Sunday‘s topic:

Introduction: Values? Why values? And what values?

Time Topic Speaker

Summ

er School on Social Banking 2010

3

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

4

Monday‘s topic:

Values in/vs. Banking and Finance

09:00

09:30

11:00

11:30

13:00

15:00

Check-In, Take-off, EngagementImages of and reflection on previous day, out-look on present day

Workshop: l (Value)-Dialoguel Appreciative Inquiryl Learning-styles and how to make the best of this eventl Deep Listening l Creating images

Coffee

Input & Discussion: „The role of social banking for a good market economy. Ethical visions and challenges.“

Lunch

The value „pitch“, various practical perspectives on banking on values:(8-9 minutes each)„Different or not so different perspectives on values in banking“

Katharina Beck (ISB)Shelley Sacks (Social Sculpture)

Shelley Sacks, Chris Seeley(Social Sculpture, UK)

Ulrich Thielemann (Institute for Business Ethics, University of St. Gallen, Switzerland)

Pierre Aeby (CFO Triodos Bank, NL), Helmut Bachmayer (President of the Development Association Ethical Banking, Italy),Ugo Biggeri (CEO Banca Etica, Italy), Jean Pierre Caron (Vice-President Board La Nef, France), Malcolm Hayday (CEO Charity Bank, UK), Marco Morganti (Banca Prossima, Italy), Andreas Neukirch (Board of GLS Bank, Germany), James Niven (Global Alliance for Banking on Values, UK),

Monday, 19 July 2010

Time Topic Speaker

17:00

17:30

18:30

19:20

19:30

21:30

Coffee

Group-work: Challenging (the) values of banks

Panel discussion and Q & A

Check-Out:„(Self)-reflection“

Dinner

Bar at Villa la Stellaand/or free evening

Monday, 19 July 2010

Lars Pehrson (CEO Merkur Bank, Denmark), Edy Walker (CEO Alternative Bank, Switzerland)

Shelley Sacks and Chris Seeley All representatives of the afternoon presentationsModeration by Shelley Sacks and Chris Seeley

Katharina Beck

Summ

er School on Social Banking 2010

5

Time Topic Speaker

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

6

Tuesday‘s topic:

Best Practices: Established Products and Services in value-based Banking and Finance

09:00

09:30

10:05

11:00

11:30

12:15

13:00

15:00

Check-In, Take-off, EngagementImages of and reflection on previous day, out-look on present day

An introduction to the different qualities of money

Input & DiscussionEthical Loan

Coffee

Input & DiscussionEthical investments, shares

Input & DiscussionFinancing change through giving – an integral part of social banking

Lunch

Parallel streams

„Microfinance re-evaluated“

Input & Discussion I: „Microfinance in the South - the Oikocredit approach“

Input & Discussion II: „Microfinance in the North: (What) Can it learn from the South?“

Katharina Beck (ISB)Shelley Sacks (Social Sculpture)

Julian Kühn (Executive Director, Institute for Social Banking , Germany)

Banca Etica (tbc)

Pierre Aeby(CFO, Triodos Bank)

Antje Tönnis (Public Relations, GLS Treuhand, Germany)

Moderation: Christoph Guene (Co-Founder of SoFi, Belgium)

Ulrike Lohr (Oikocredit, Germany)

Markus Heidenreich (GLS Bank, Germany)

Tuesday, 20 July 2010Please note: Announcements with (tbc) are still to be confirmed.

Afternoon Topic: Micro-Finance

Time Topic Speaker

Morning Topic: Different Qualities and practices of money

Dario Nardella (Vice-Mayor of Florence, Italy)

Leonardo Becchetti (Prof. of Economics, University of Rome “Tor Vergata”, Italy)

All

17:00

18:00

18:15

20:30

Travel to Palazzo Vecchio

Welcome noteat Palazzo Vecchio

Public lecture & Discussion: „The economic relevance of Social Banking“

Interactive Evening Event in the Centre of Florence Banking/Money changing in practiceandDinner

Tuesday, 20 July 2010Please note: Announcements with (tbc) are still to be confirmed.

Summ

er School on Social Banking 2010

7

Time Topic Speaker

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

8

Wednesday‘s topic:

New Developments in value-based Banking and Finance

09:00

09:30

11:00

11:30

13:00

15:30

17:00

17:30

18:00

18:30

Check-In, Take-off, EngagementImages of and reflection on previous day, out-look on present day

Input & Discussion: „Social Banking 2.0 - the future of Finance?“

Coffee

Open Space Session

Lunch

Open Space Session

Coffee

Inputs:

Input I„The Value of Sustainability in Social Banking“

Input II„Measuring the non-monetary (social and/or ecological) impact of banks: The value of „Labels“ and „Ratings“

Input III„Sense and Nonsense of Engagement“

Katharina Beck (ISB)Shelley Sacks (Social Sculpture)

Lothar Lochmaier (Independent Writer, Germany)

Facilitation: Chris Seeley (Ashridge Business School)

Facilitation: Chris Seeley

Axel Schmidt (GLS Bank, Germany)

Olaf Weber (Associate Prof., Export Development Chair in Environmental Finance, University of Waterloo, Canada;

Rosl Veltmeijer-Smits (Head of Research, Triodos Bank, Netherlands)

Wednesday, 21 July 2010

Evening topic: Labels and Ratings

Time Topic Speaker

Moderator : Katharina Beck (ISB)

19:30

20:30

21:30

Dinner

Panel „The value of ‘labels’ and ‘ratings’ ”

Bar at Villa la Stella

Wednesday, 21 July 2010

7

Summ

er School on Social Banking 2010

9

Time Topic Speaker

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

10

Thursday‘s topic:

Organisational and Individual Competences for value-based Banking and Finance

09:00

09:30

10:00

11:30

12:00

13:00

15:30

18:00

19:00

Check-In, Take-off, EngagementImages of and reflection on previous day, out-look on present day

Input: „Value driven Human Resources Management”

Creative Workshop„Designing the perfect banker“

Coffee

Input & Discussion„Competences of Social Bankers - views from the HR perspective of a Social Bank“

Lunch

Parallel Workshops

Workshop I: „Pathfinder: Putting it all into pratice - on an individual level“

Workshop II: „Change Management: Putting it all into practice - on an organisational level“

Travel to Biblioteca delle Oblate

Public Lecture & Discussion: „The possibility and necessity of Social Stock Exchange“and„Finance: A servant or deceiver?“

Katharina Beck (ISB)Shelley Sacks (Social Sculpture)

Els Verhagen (Triodos Bank, HR Manager)

with Els Verhagen

Els Verhagen

Katharina Beck (ISB)Mirjam Fochler (ISB)

Chris Seeley (Ashridge Business School)

Stefano Zamagni (Prof. of Political Economics at the Faculty of Economics of the University of Bologna and Adjunct Professor of International Political Economy at the Johns Hopkins University, Bologna Center, Italy)

Thursday, 22 July 2010

Time Topic Speaker

Paul Dembinski (Prof. at University of Fribourg, Director of The Observatoire de la Finance, Switzerland)

20:30 Banquette at the terrace of Biblioteca delle Oblate with a view on Florence‘s Cathedral Italian food and music

Thursday, 22 July 2010Sum

mer School on Social Banking 2010

11

Time Topic Speaker

www.social-banking.org/summer-school

Sum

mer

Sch

ool o

n So

cial

Ban

king

201

0

12

CU in 2011

Friday‘s topic:

The future of value-based Banking and Finance

09:00

09:30

11:00

11:30

12:15

12:30

13:00

13:30

Check-In, Take-off, EngagementImages of and reflection on previous day, out-look on present day

Input & Discussion: „Introduction to Commons“ - and first steps to apply the concept to banking and finance“

Coffee

Group Work: Creative Outlook: The future of (Social) Banking and Finance

Closing Note

Closure: Evaluation and comments

Lunch

Departure and farewell

Katharina Beck (ISB)Shelley Sacks (Social Sculpture)

Silke Helfrich (Independent Writer, Author of “Wem gehört die Welt?: Zur Wiederentdeckung der Gemeingüter”, Germany)Antje Tönnis (Public Relations, GLS Treuhand, Germany)

Moderation: Katharina BeckShelley Sacks

Julian Kühn (Executive Director, Institute for Social Banking , Germany)

Katharina Beck, Shelley Sacks and all

Friday, 23 July 2010

Time Topic Speaker

Picture Credits: S. 2, 12, 13: Katharina Beck, S. 3: Institute for Social Banking