IIBF and Tata Interactive Systems Present. The IIBF Universal Banking Simulation

Transcription

1 IIBF and Tata Interactive Systems Present The IIBF Universal Banking Simulation An interactive workshop using TOPSIM Universal Banking. Date: 20 th October 21 st October 2011 (2 days) Venue: Indian Institute of Banking & Finance Leadership Centre Kohinoor City, Commercial II, Tower I, 3 rd floor, Off L B S Marg,Kirol Road, Kurla (W), Mumbai Website:

2 About the Program The Universal Banking Simulation forms a bridge between banking theory and practical experience. The Simulation helps participants recognize, analyze, and judge critical decision making situations and understand the consequences of their decisions. TOPSIM Simulations allow one to learn by making decisions - and mistakes leading to better understanding of managing risks. TOPSIM Simulations are advanced and comprehensive models that simulate operating environments, for instance, of a start-up, of the marketing function, of the overall management, of global markets, or the macro economics of a country, among others. The TOPSIM Way The program will be based on group participation in a simulation with each group having 4-5 participants. Each team represents a bank where participants understand their current financial statements, view business reports, understand the economic and market scenario, and use a budgeting program to check their decisions for the upcoming financial period. Through the Management Information System, they can receive printed reports showing them the results of their decisions. These reports allow them to analyze the development of their bank, the competing banks, and the market.

3 During the simulation, the participants receive an economic scenario with the expected development and the conditions for the current period. One period corresponds to one year in real life. Adding to that, the Universal Banking Simulation gives the participants the option to simulate special market situations, which can be fed separately by the facilitator. The participant decisions are then used to simulate a financial period following which, the cycle is repeated with additional modules and or complexities being introduced. As a simulation, per se, cannot completely cover all the complexities of a bank, the lead facilitator can adjust the complexities in order to ensure that the participants do not lose sight of the true objectives. The two-day computer-based simulation will see participants make collaborative decisions and engage in interactive discussions and activities. The simulation exercise will be facilitated by officials from Tata Interactive Systems and IIBF. Program Contents: Broadly, the program will have the following modules: 1. Business Banking Lending / Deposit Business 2. Investment Banking Securities Trading Business Bond Issue Business 3. Wealth Management 4. Financial Management Equity Capital Policy Long Term Debt Financing Inter Bank Business Cash Flow Statement Regulatory Capital Learning Outcomes: The following will be the learning outcomes a. Recognise the individual factors that impact the success of the bank b. Identify and integrate various financing options

4 c. Lead different divisions within a bank in a near realistic competitive environment d. Understand the relations of different business aspects in a bank e. Determine goals and strategies in a competitive environment f. Understand business reports and making decisions within a team g. Manage difficult and complex decisions even in periods of uncertainity h. Broad base the business thought process Who will benefit: Middle / Senior Management personnel in Banks. Officers in Scale III / IV or equivalent. Ideally, they will have approximately 10 years or more work experience with management responsibilities (leading teams & resources), and have been identified to play a strategic role in their organizations. Venue : Leadership Center, Indian Institute of Banking & Finance, Kohinoor City, Commercial II, Tower 1, 3 rd floor, Off LBS Marg, Kirol Road, Kurla (W), Mumbai Fee: Rs. 20,000/- per participant (non residential) plus service 10.30%, Rs. 2060/- i.e. Rs. 22,060/-. In case the participant desire, the Institute will arrange stay in Kohinoor Delite (A new hotel within 5 minutes walking distance from the Institute) at an all inclusive price of Rs.4500/- per day plus taxes. The rates are exclusive for IIBF trainees. Program date: 20 th October 21 st October 2011 Please send your nominations at the earliest to: The Director of Academic Affairs Indian Institute of Banking & Finance, Kohinoor City, Commercial II, Tower 1, 2 nd & 3 rd floor, Off LBS Marg, Kirol Road, Kurla (W), Mumbai smuralidaran@iibf.org.in Tel no: , Board no: /9604/9907.

5 Programme Schedule Day 1 Date / Time Particulars am 9.45 am Introduction and Welcome Speech 9.45 am am Introduction to TOPSIM am am Tea Break am pm Business Banking Unit Simulation Period I pm pm Assimilation / Sharing Results of Simulation Period I 1.30 pm 2.30 pm Lunch 2.30 pm 4.30 pm Investment Banking Unit Simulation Period II 4.30 pm 5.30 pm Assimilation / Sharing Results of Simulation Period II Day 2 Date / Time 09.00am am 10.00am am Particulars Recap of Day I Proceedings Tea Break am pm Wealth Management - Simulation Period III pm pm Assimilation / Sharing Results of Simulation Period III 1.30 pm 2.30 pm Lunch 2.30 pm 4.30 pm Financial Management - Simulation Period IV 4.30 pm 5.30 pm Assimilation / Sharing Results of Simulation Period IV 5.30 pm 6.30 pm Evaluation / Feedback

6 Indian Institute of Banking & Finance Indian Institute of Banking & Finance (IIBF), formerly known as The Indian Institute of Bankers (IIB), is a professional body of banks, financial institutions and their employees in India. With its membership of over 700 banks and financial institutions as institutional members and about of their employees as individual members, IIBF is the largest Institute of its kind in the world and is working with a Mission to develop professionally qualified and competent bankers and finance professionals primarily through a process of education, training, examination, consultancy /counseling and continuing professional development programmes. During its 83 years of service, IIBF has emerged as a premier institute in banking and finance education for those employed as well as seeking employment in the sector, aiming for professional excellence. Since inception, the Institute has awarded over 5,84,000 banking and finance qualifications, viz., JAIIB, CAIIB, Diploma and Certificates in about 20 specialized areas and helped bankers to sustain their professionalism through Continuing Professional Development programs. About TOPSIM TOPSIM is the flagship product of Tata Interactive Systems GmbH. The simulations group at Tata Interactive Systems offers two distinct simulation solutions; instructor led simulations (TOPSIM) and self - paced simulations SimBLs. Over the last 20 years, TOPSIM simulations have been successful in facilitating change at more than 150 corporations and 300 educational institutions in the world. TOPSIM Business Simulations were conceptualized and created by UNICON way back in Since then, these simulations have become the leading product in the field, having proven their effectiveness at several leading corporations. In 2001, UNICON merged with two other companies, TertiaFernakademie and TertiaEdusoft, to become a leading source of Learning solutions. In 2006 TertiaEdusoft was merged by Tata Interactive Systems to leverage TOPSIM as a brand worldwide.

7 TOPSIM Universal Banking Nomination Form Programme Schedule: 20 th October 21 st October 2011 (2 days) Programme type: Residential Non Residential ABOUT THE PARTICIPANT : Sr No 1. Name of the Participant Designation Address for Correspondence Tel no/ Fax/ Mobile id

8 ABOUT THE NOMINATING AUTHORITY: Name : (Mr/Ms/Mrs) Desig. : Bank/Organisation: Address : City : Pin Code : Phone : - Fax : - Mobile : Programme fees is payable by Demand Draft only favouring Indian Institute of Banking & Finance, payable at Mumbai. (PAN : AAATT3309D) Programme Fee Service Tax as Applicable Total Rs. Name of the Bank Mode of Payment (Demand Draft) Payment Details Demand Draft no DD Date Signature of the Sponsor/Participant Please send the nominations to : The Director of Academic Affairs, Phone : Indian Institute of Banking & Finance, Fax : Kohinoor City, Commercial II, Tower 1, 2 nd & 3 rd floor, Off LBS Marg, Kirol Road, Kurla (W), Mumbai Website : smuralidaran@iibf.org.in :

9 The Universal Banking Sim forms a bridge between banking theory and practical experience.the simulation is a reproduction of a medium size universal bank and offers the participants the opportunity to gain experience in banking without risk.the participants make realistic group decisions with or without a computer based participants system.the Universal Banking Sim helps participants recognize, analyze, and judge critical decision making situations and understand the consequences of their decisions. Methodology Each team represents one bank where participants enter their decision data, view all reports and can use a budgeting program to check their decisions for the upcoming period. Through the Management Information System, they can receive printed reports showing them the results of their decisions.these reports allow them to analyze the development of their bank, the competing banks, and the market. During the simulation, the participants receive an economic scenario with the expected development and the conditions for the current period. One period corresponds to one year in real life. Adding to that, the Universal Banking Sim gives you the option to simulate special market situations, which can be fed separately by the facilitator. Learning Objectives: Define objectives and strategies Transfer strategies into action Recognize, analyze, and judge critical situations. Use methods of business administration Make the consequences of decisions transparent and predictable Realize correlations and evaluate alternatives Understand group processes

10 Target group The Universal Banking Sim can be customized according to the target groups and learning objectives: It is most useful for: Senior and Top Management: Strategy simulation of a universal bank with wealth management and investment banking Banking for non finance people: Lower and middle management, general staff Some of the partners benefiting from our simulation are: UBS Credit Suisse Bank Julius Bär Zurich Cantonal Bank IFZ TATA AIG Life Duration 2 3 Days Participants 4 8 Banks represented by participants

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12 Typical Workshop Schedule About Tata Interactive Systems Tata Interactive Systems GmbH, designs and develops a range of management simulations, TOPSIM the #1 simulation product in Germany. TOPSIM has been successfully implemented in business education and professional training for more than twenty years, and is currently being used by more than 150 leading global corporations. TOPSIM Simulations allow one to learn by making decisions and mistakes in a completely risk free environment. TOPSIM Simulations are advanced and comprehensive models that simulate operating environments, for instance, of a start up, of the marketing function within a company, of the overall management of a company, of global markets, or the macro economics of a country, among others. The participants of the simulation take up decision making roles of their units to compete as teams against other units in a simulated environment. While proceeding through different modules, teams need to plan, strategize, and decide, taking into account several variables that influence the operating environment. Through their decisions, the participants influence the success of their unit.