Embracing Organisational Change

An experienced and astute banking professional with a 37-year career in the financial services sector delivers this change management training for leaders.

Throughout her tenure, she has held senior leadership positions across various areas, including:

• Relationship management
• Commercial and corporate banking
• Strategy
• Credit
• Risk management
• Trade and receivables finance
• Real estate
• Audit
• Financial crime compliance

Her broad expertise and insights give her ample expertise in organisational change management.

A dedicated and influential figure at Moody Analytics for over four years, she led the development and delivery of customised training programs across many disciplines. Leveraging her acute awareness and firsthand knowledge of the evolving nature of business, she conveys every aspect of organisational change management training in an engaging and impactful manner.

Before her tenure at Moody’s, she refined her expertise at RBS. Here she spent a year working on a special project focused on evaluating small and medium-sized businesses. She helped align them with the Financial Conduct Authority's regulatory requirements. This experience highlights her strong commitment to regulatory compliance in relationship management.

She spent the majority of her esteemed career at HSBC. Her senior management positions included retail, commercial, and corporate banking in London. Recognised for her commercial acumen, she was instrumental in enhancing and maintaining credit and compliance risk frameworks, establishing regional best practices, and championing sustainable and ethical relationship management.

Her strong leadership style and vast experience are evident in her teachings. The trainer's diverse career, combined with her strong communication and leadership skills, has facilitated a seamless transition into development and learning. As a natural educator, she brings valuable real-world insights to the virtual training space. Her ability to convey complex topics ensures participants grasp key concepts, which they can apply in real-world scenarios.

Besides her expertise in organisational change management training, she serves as the Chairperson of a sports and leisure organisation. This centred on training for the London 2012 Olympics. She holds key positions in the Women in Banking and Finance Organisation (WIBF) and engages in charity work. She served as a committee member and spokesperson for the global Water Aid Charity.

Upon completion of organisational change management courses, you will be able to:

• Understand industry-specific change dynamics. Gain insights into the unique challenges and opportunities associated with organisational change in the banking and financial services sector. This includes digital transformation and regulatory compliance.
• Identify and address resistance. Learn to recognise common sources of resistance to change within financial institutions. Develop effective strategies to mitigate these challenges and foster acceptance among employees.
• Enhance your communication skills. Master communication techniques that convey the vision for change. Master clarity and engagement across all levels of the organisation.
• Engage key stakeholders. Develop skills for identifying and engaging key stakeholders, promoting collaboration and support for change initiatives throughout the organisation.
• Learn to lead change initiatives. Gain practical leadership skills to guide teams through the change process. Motivate and empower employees to embrace new technologies and processes.
• Create sustainable change strategies. Formulate actionable plans for implementing and sustaining change. Ensure long-term success and adaptability in the evolving financial landscape.

Redcliffe Training's leadership and change management course is suitable for:

• Senior Leaders and Managers:
  • Individuals in executive roles such as Chief Information Officers (CIOs)
  • Vice Presidents (VPs)
  • Directors who are responsible for strategic decision-making and overseeing change initiatives
• Project and Program Managers:
  • Professionals tasked with managing specific change projects, ensuring that delivered initiatives align with organisational goals
• Change Managers and Change Agents:
  • Those specifically focused on facilitating and leading change efforts within their organisations, helping guide teams through transitions
• Human Resources and Organisational Development Practitioners:
  • HR professionals who play a critical role in managing the people's side of change, including training and development related to new processes or systems
• Business Analysts:
  • Individuals who analyse business needs and help define the requirements for driving successful change implementation
• Aspiring Change Leaders:
  • Professionals looking to advance their careers in change management and leadership roles

This organisational change management training helps financial professionals navigate the challenges of the evolving banking and financial services sector. Gain the knowledge, skills, and strategies to manage and lead change initiatives.

Participants will focus on key areas in digital transformation, regulatory compliance, and changing customer expectations, addressing the unique challenges of managing change in this industry to ensure sustained success. Through a blend of theoretical frameworks and practical tools, this organisational change training delves into the psychological and cultural dynamics of change, helping you learn how to address resistance and foster a positive mindset among your teams.

Key topics include:

• Change models tailored to the banking sector
• Effective communication strategies for engaging stakeholders
• The vital role of leadership in driving transformation

Interactive workshops, case studies of successful change initiatives, and group discussions will allow participants to apply concepts to real-world scenarios specific to financial services. Attendees will also examine a bank's comprehensive digital transformation journey, which has positioned it as a leader in the digital banking space.

By the end of change management leadership training, participants will have gained a deeper understanding of the change process within banking and financial services and actionable plans to put in place and sustain change. This process will enhance your institution's agility and resilience.