2. Speakers
Paul Dembinski
Mirjam Fochler
Summer School on Social Banking 2010
Jean Pierre Caron
Pierre Aeby Katharina Beck Ugo Biggeri
Leonardo Becchetti
Julian KĂŒhn
Rolf Kerler
Ulrike Lohr
Markus Heidenreich
Christophe Guene Silke Helfrich
Malcom Hayday
Andreas Neukirch
James Niven Lars Pehrson
Ricardo Milano
Lothar Lochmaier Marco Morganti
Robert McNeer
Shelley Sacks
Ulrich Thielemann
Andreas Weber
Chris Seeley Simone Siliani Antje Tönnis
Axel Schmidt
Rosl Veltmeijer-Smits Els Verhagen Olaf Weber Stefano Zamagni
Edy Walker
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.
Goals
Within the Summer School, we
âą create awareness for the role of banks in society and the economy,
âą present cases and best practices of already existing socially oriented banks and
banking products,
âą question the personal relationship to money and the present banking system,
âą offer spaces for creative and solution-oriented discussions on banking and
finance and their role in society,
âą 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 âBanking on valuesâ and ask âwhat values?â these actually are. As banking is
a social interaction, we will also link these discussions to our personal values.
2
3. Sunday, 18 July 2010
Summer School on Social Banking 2010
Sundayâs topic:
Introduction: Values? Why values? And what values?
Time Topic Speaker
11:30 Arrival & Check-In
15:00 Welcome Katharina Beck (Moderator;
l Introduction of the ISB and Villa la Stella Managing Director Institute for
l Introduction of the participants Social Banking, Germany)
Mirjam Fochler (Organiser;
Institute for Social Banking, Germany)
Ugo Biggeri (Chairman of the Board of
Directors of Banca popolare Etica, Italy)
15:30 Engagement: Shelley Sacks
âBuilding our resources: 2 questions to (Director of Social Sculpture
accompany us during the conference: Research Unit,
What do I need/want?â Oxford Brookes University, UK)
15:45 Input: Rolf Kerler
âAn individualâs perspective on (Co-Founder and Member of the
values, money and bankingâ Supervisory Board of GLS Bank
and Weleda AG, Germany)
16:30 World-Cafe on values & banking Chris Seeley
(Co-Director of the Ashridge Masters
in Sustainability and Responsibility,
Ashridge Business School;
and Social Clowning, UK)
18:30 Input: Ricardo Milano
âFlorence and central Italy: people and (Banca Etica, Italy),
places where banks and social banks Simone Siliani
were born.â (Fondazione Banca Etica, Italy)
19:30 Dinner
20:30 Input & Discussion: Andreas Weber
ââBio-Capitalâ: The role of (Independent Writer,
finance/banking in the problems we face Author of âBioKapitalâ, Germany)
and in their solutionâ
22:00 Bar at Villa la Stella
3
4. Monday, 19 July 2010
Summer School on Social Banking 2010
Mondayâs topic:
Values in/vs. Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Workshop: Shelley Sacks, Chris Seeley
l (Value)-Dialogue (Social Sculpture, UK)
l Appreciative Inquiry
l Learning-styles and how to make the
best of this event
l Deep Listening
l Creating images
11:00 Coffee
11:30 Input & Discussion: Ulrich Thielemann
âThe role of social banking for a (Institute for Business Ethics,
good market economy. University of St. Gallen, Switzerland)
Ethical visions and challenges.â
13:00 Lunch
15:00 The value âpitchâ, various practical Pierre Aeby
perspectives on banking on values: (CFO Triodos Bank, NL),
(8-9 minutes each) Helmut Bachmayer
âDifferent or not so different (President of the Development
perspectives on values in bankingâ 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
4 (Global Alliance for Banking
on Values, UK),
5. Monday, 19 July 2010
Summer School on Social Banking 2010
Time Topic Speaker
Lars Pehrson
(CEO Merkur Bank, Denmark),
Edy Walker
(CEO Alternative Bank, Switzerland)
17:00 Coffee
17:30 Group-work: Shelley Sacks and
Challenging (the) values of banks Chris Seeley
18:30 Panel discussion and Q & A All representatives of the
afternoon presentations
Moderation by
Shelley Sacks and Chris Seeley
19:20 Check-Out: Katharina Beck
â(Self)-reflectionâ
19:30 Dinner
21:30 Bar at Villa la Stella
and/or free evening
5
6. Tuesday, 20 July 2010
Please note: Announcements with (tbc) are still to be confirmed.
Summer School on Social Banking 2010
Tuesdayâs topic:
Best Practices: Established Products and
Services in value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
Morning Topic: Different Qualities and
practices of money
09:30 An introduction to the different Julian KĂŒhn
qualities of money (Executive Director,
Institute for Social Banking ,
Germany)
10:05 Input & Discussion Banca Etica (tbc)
Ethical Loan
11:00 Coffee
11:30 Input & Discussion Pierre Aeby
Ethical investments, shares (CFO, Triodos Bank)
12:15 Input & Discussion Antje Tönnis
Financing change through giving â (Public Relations,
an integral part of social banking GLS Treuhand, Germany)
13:00 Lunch
Afternoon Topic: Micro-Finance
15:00 Parallel streams
âMicrofinance re-evaluatedâ Moderation: Christoph Guene
(Co-Founder of SoFi, Belgium)
Input & Discussion I:
âMicrofinance in the South - Ulrike Lohr
the Oikocredit approachâ (Oikocredit, Germany)
Input & Discussion II:
âMicrofinance in the North: Markus Heidenreich
(What) Can it learn from the South?â (GLS Bank, Germany)
6
7. Tuesday, 20 July 2010
Please note: Announcements with (tbc) are still to be confirmed.
Summer School on Social Banking 2010
Time Topic Speaker
17:00 Travel to Palazzo Vecchio
18:00 Welcome note Dario Nardella
at Palazzo Vecchio (Vice-Mayor of Florence, Italy)
18:15 Public lecture & Discussion: Leonardo Becchetti
âThe economic relevance of (Prof. of Economics, University of
Social Bankingâ Rome âTor Vergataâ, Italy)
20:30 Interactive Evening Event in the Centre All
of Florence
Banking/Money changing in practice
and
Dinner
7
8. Wednesday, 21 July 2010
Summer School on Social Banking 2010
Wednesdayâs topic:
New Developments in value-based
Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input & Discussion: Lothar Lochmaier
âSocial Banking 2.0 - (Independent Writer, Germany)
the future of Finance?â
11:00 Coffee
11:30 Open Space Session Facilitation: Chris Seeley
(Ashridge Business School)
13:00 Lunch
15:30 Open Space Session Facilitation: Chris Seeley
17:00 Coffee
Evening topic: Labels and Ratings
17:30 Inputs:
Input I Axel Schmidt
âThe Value of Sustainability in (GLS Bank, Germany)
Social Bankingâ
18:00 Input II Olaf Weber
âMeasuring the non-monetary (Associate Prof.,
(social and/or ecological) impact of banks: Export Development Chair in
The value of âLabelsâ and âRatingsâ Environmental Finance,
University of Waterloo, Canada;
18:30 Input III Rosl Veltmeijer-Smits
âSense and Nonsense of Engagementâ (Head of Research, Triodos Bank,
Netherlands)
8
9. Wednesday, 21 July 2010
Summer School on Social Banking 2010
Time Topic Speaker
19:30 Dinner
20:30 Panel Moderator : Katharina Beck (ISB)
âThe value of âlabelsâ and âratingsâ â
21:30 Bar at Villa la Stella
9
7
10. Thursday, 22 July 2010
Summer School on Social Banking 2010
Thursdayâs topic:
Organisational and Individual Competences
for value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input: Els Verhagen
âValue driven Human Resources (Triodos Bank, HR Manager)
Managementâ
10:00 Creative Workshop with Els Verhagen
âDesigning the perfect bankerâ
11:30 Coffee
12:00 Input & Discussion Els Verhagen
âCompetences of Social Bankers - views
from the HR perspective of a Social Bankâ
13:00 Lunch
15:30 Parallel Workshops Katharina Beck
(ISB)
Workshop I: Mirjam Fochler
âPathfinder: Putting it all into pratice - (ISB)
on an individual levelâ
Workshop II: Chris Seeley
âChange Management: Putting it all into (Ashridge Business School)
practice - on an organisational levelâ
18:00 Travel to
Biblioteca delle Oblate
19:00 Public Lecture & Discussion: Stefano Zamagni
âThe possibility and necessity of Social (Prof. of Political Economics at the
Stock Exchangeâ Faculty of Economics of the
and University of Bologna and
âFinance: A servant or deceiver?â Adjunct Professor of International
Political Economy at the Johns
Hopkins University, Bologna Center,
10 Italy)
11. Thursday, 22 July 2010
Summer School on Social Banking 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
Florenceâs Cathedral
Italian food and music
11
12. Friday, 23 July 2010
Summer School on Social Banking 2010
Fridayâs topic:
The future of value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input & Discussion: Silke Helfrich
âIntroduction to Commonsâ - (Independent Writer,
and first steps to apply the concept Author of âWem gehört die Welt?:
to banking and financeâ Zur Wiederentdeckung der
GemeingĂŒterâ, Germany)
Antje Tönnis
(Public Relations,
GLS Treuhand, Germany)
11:00 Coffee
11:30 Group Work: Moderation: Katharina Beck
Creative Outlook: The future of (Social) Shelley Sacks
Banking and Finance
12:15 Closing Note Julian KĂŒhn
(Executive Director,
Institute for Social Banking ,
Germany)
12:30 Closure: Katharina Beck, Shelley Sacks
Evaluation and comments and all
Picture Credits: S. 2, 12, 13: Katharina Beck, S. 3: Institute for Social Banking
13:00 Lunch
13:30 Departure and farewell
CU in 2011
12 www.social-banking.org/summer-school