Workshop overview:

These half-day seminars address universal topics in bank balance sheet management and ALM. Each session combines a MasterClass presentation on the topic followed by a 90-minute “surgery” where delegates will discuss specific challenges of relevance to their firm and their balance sheet. These seminars combine teaching excellence with an advisory consultation session. These courses are a part of the Prudential Risk Series, which includes seven workshops in total, see below for more information on each.

Pricing:

We have some bundle options and other discounts available should you want to book several workshops or the entire series: 

Series pricing (seven for the price of six = 15 per cent discount):

  • £2700 + VAT (Member) 
  • £3450 + VAT (Non-member)

Purchasing three or more sessions: 

10 per cent discount, please contact our training team training@ukfinance.org.uk to enquire.

Buying one - two sessions: 

  • £450 + VAT / Half day
  • £575 + VAT / Half day

You can send different colleagues from your organisation to different sessions and this can all be done through one booking (on one invoice). We advise that no more than three attendees per firm per series to maximise attendees’ experience.

Each delegate receives a free copy of the book ‘The Principles of Banking, 2nd edition’. This book has chapters on all the topics that are covered in this seminar series. Material from the book is used as part of the teaching materials.

Working lunch included – that includes networking, and a chance to ask the trainer your specific questions about the topic. 

Professor Moorad Choudhry

Professor Moorad Choudhry

Executive Director, Recognise Bank

Professor Moorad Choudhry is an Independent Non-Executive Director on the Board of Recognise Bank. He has over 35 years’ experience in banking in th...

Professor Moorad Choudhry is an Independent Non-Executive Director on the Board of Recognise Bank.

He has over 35 years’ experience in banking in the City of London and was latterly Treasurer, Corporate Banking Division at The Royal Bank of Scotland. He has served as Chair of the ALCO at four different banking institutions and is author of The Principles of Banking (John Wiley & Sons Ltd 2012, 2023).

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Chris Westcott

Chris Westcott

Head of Faculty, BTRM

Chris Westcott has over 30 years of experience in the banking industry, with the majority of time spent in the field of Treasury management. He has h...

Chris Westcott has over 30 years of experience in the banking industry, with the majority of time spent in the field of Treasury management.

He has held a range of senior positions in the Treasury functions of both Nat West and Royal Bank of Scotland in the UK. These have included divisional Treasurer roles and various project assignments, such as leading the development of an in-house securitisation capability and the integration of the ABN AMRO Treasury function post-acquisition.

In the lead-up to the implementation of CRD IV, Chris was the Basel III Programme Director for RBS, accountable for over-seeing the group-wide set of projects to achieve compliance with the new regulations. Chris joined the BTRM Faculty in 2014.

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