2024 OXFORD AGENDA
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NETWORKING AND CULTURAL PROGRAMME:
OPTIONAL PRE-COURSE MORNING IN OXFORD9:00 – 11:00
Free time: opportunity to shop or explore
this stunning townExplore the city’s beginnings as a humble Saxon town through to its current position as a world-famous seat of learning and culture. Opportunity to visit many world-class centres of learning and discovery, for example, the amazing Pitt Rivers Museum of Christ Church College,the alma mater of 13 British Prime Ministers and many outstanding University sights!
11:00 – 12:35
Private guided walking tour of Oxford
Starting at the Randolph Hotel, this private, guided tour will give you an insight into the history of Oxford,
especially as a centre of learning and originally religious devotion, including entry into one of the colleges. The tour will finish at the Rhodes House, ready to begin the course
COURSE PROGRAMME
12:35 – 13:00
Lunch & Networking at
Rhodes House
13:00 – 13:15
Event Opening, Welcome
Introductions and Course
ObjectivesDr. Theodore Roosevelt Malloch
Programme Director, iGTB Oxford School of Transaction Banking, CEO, The Roosevelt Group, Former Professor of Strategic Leadership and Governance, Henley Business School, Senior Fellow in Management Practice, Saïd Business School, University of OxfordArun Jain
Chairman & Managing Director,
Intellect Design ArenaManish Maakan
School Sponsor, iGTB Oxford School of Transaction Banking & CEO – iGTB,
Intellect Design Arena
13:15 – 14:00
Design Thinking – First Principles Based Approach
Arun Jain
Chairman & Managing Director,
Intellect Design Arena
GROWING THE TRANSACTION BANKING BUSINESS
14:00 – 14:10
Setting the Context
Joshua Cohen
Head of Corporate Treasury, Deposits and Liquidity Product, Intellect Design Arena
14:10 – 14:50
The Canvas for Transaction Banking
Rajesh Mehta
Member, Global Growth Advisory Board, Intellect Design Arena
14:50 – 15:30
Growing Transaction Banking:
A Case StudyJames Deely
Former Advisor, Office of the President,
Bangkok Bank, Former Regional COO,
Asia-Pacific, Global Transaction Banking, RBS Bangkok Bank PCL
15:30 – 15:45
Break
15:45 – 16:25
Commercial Payments:
Wake-up CallSulabh Agarwal
Managing Director, Global Head of Payments,
Accenture
16:25 – 17:05
Trade & Supply Chain:
The New EraVivek Ramachandran
General Manager, Head of Global Trade &
Receivables Finance, HSBC
17:05 – 17:45
CEO Perspective
Jean-Pierre Mustier
Chairman – Atos
Former CEO – UniCredit
DAILY WRAP UP
17:45 – 18:00
Joshua Cohen
EVENING PROGRAM
20:00 – 21:30
Networking: High Table College Dinner at Rhodes House
Since its opening in 1929, Rhodes House has been an Oxford landmark, a historic Grade II* listed country house on the National Heritage List for England. A tribute to Cecil Rhodes, the Rhodes scholarships’ founder, this splendid edifice’s rich heritage and magnificent architecture, provides a nurturing environment where leaders, scholars, and visionaries converged to collaborate, innovate, and shape the future. Its legacy as a centre for learning and transformative dialogue continues to inspire and empower generations of exceptional individuals dedicated to making a positive impact on the world.
20:00 – 20:30
The State of the WorldDr. Nick Redman
Editor in Chief & Director of Analysis,
Oxford Analytica -
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MANAGING AT SCALE
09:00 – 09:10
Setting The Context
Joshua Cohen
09:10 – 09:50
Staying Relevant and Gain Market Share:
A Case StudyVivek Gupta
President and Head Wholesale
Banking Products, Axis Bank
09:50 – 10:30
Efficiency, Simplicity and Scale:
Next Gen Virtual AccountsMatthew Fuellhart
Executive Director, Liquidity Management,
Corporate & Investment Bank, J.P. Morgan
10:30 – 10:45
Break
10:45 – 11:25
Payment Transformation at Scale:
Case Study CanadaKristina Logue
Chief Financial Officer,
Payments Canada
11:25 – 12:25
Panel Discussion:
(R)evolution of Global Payments,
and Fintechs and BanksTrevor Torzsas – Moderator
Managing Partner,
TCR AdvisoryGuests
12:25 – 13:10
Lunch & Group Photo
MANAGING TECHNOLOGY
13:10 – 13:20
Setting The Context
Joshua Cohen
13:20 – 14:05
Transaction Banking Digitalisation:
An International Bank Case StudyOlivier Sfartman
Cohead of IT and Operations for Financing and Transaction Banking,Societe Generale Corporate and Investment Banking – SGCIB
14:05 – 14:50
Corporate Transformation:
ASEAN Bank Case StudyLucose Eralil
EVP and Chief Operating Officer,
Security Bank
14:50 – 15:05
Break
15:05 – 16:05
Panel Discussion:
Technology TransformationsDavid Revell
Strategic Advisor, retired CIO with roles
at CIBC and at Bank of MontrealGuests
DAILY WRAP UP
16:05 – 16:25
Joshua Cohen
OPPORTUNITY TO EXPLORE OXFORD
16:25 – 18:30
Free time / Opportunity to
explore Oxford
EVENING PROGRAM
18:30 – 20:00
Museum of Natural History Tour
20:00 – 22:00
Dinner at the Museum of Natural History
The Museum of Natural History was established in 1860 and holds an internationally-significant collection of natural history specimens and archives in a stunning example of neo-Gothic architecture. The award-winning Museum collection includes the world’s first scientifically described dinosaur.
Group Photo
20:00 – 20:30
Dinner With The Dinosaurs
Dr. Andrew Davidson Briggs
Department of Nanomaterials,
Professor Emeritus, University of Oxford -
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MANAGING THE FUTURE
08:45 – 08:50
Setting The ContextJoshua Cohen
08:50 – 09:50
Artificial Intelligence In A (Digital) BankPeter Hazou
Director, Business Development,
Financial Services, MicrosoftLilia Christofi
EMEA Banking Leader, Microsoft
09:50 – 10:30
Creating The Future: KSA Country
Transformation Case StudyAiedh Al-Zahrani
Chief Operating Officer,
Arab National Bank
10:30 – 10:45
Break
10:45 – 11:25
What Lies Ahead: The Outlook For
Global Banks RatingsJames Longsdon
Managing Director and Global Head of
Bank Ratings, Fitch Ratings
11:25 – 12:05
Who We Are & Want To Be:
Brand TransformationErich Joachimsthaler
CEO, Vivaldi
12:05 – 12:45
Meeting Ever Evolving Clients Needs and
How to Stay Ahead of The GameDr. Tobias Miarka
Head of Corporate Banking,
Coalition Greenwich
12:45 – 12:55
Pick a coffee for the last mile
PUTTING IT ALL TOGETHER
12:55 – 13:05
Reflections: My Game PlanJoshua Cohen
13:15 – 13:30
Closing Address
Dr. Theodore Roosevelt Malloch
Programme Director, iGTB Oxford School of Transaction Banking
13:30 – 14:15
Lunch
14:15 – 16:15
Depart to London by Luxury
Executive Coach
16:15 – 17:00
Arrive at The Cavendish Hotel,
Mayfair, London
GRAND GRADUATION CEREMONY AND DINNER
18:00 – 20:00
Cocktail Reception, Certificate
Presentation, Photographs &
NetworkingGraduation Ceremony at the Oxford and Cambridge Club
The Clubhouse is a Grade II* listed building, and was designed for the Oxford and Cambridge University Club by Sir Robert Smirke (best known for the British Museum). It opened to members in 1838. The facade is an important example of the Greek revival style. In 1952 the Club extended its premises to incorporate the neighbouring house, 77 Pall Mall, formerly the home of Princess Marie Louise, a granddaughter of Queen Victoria
20:00 – 22:00
Dinner
20:00 – 20:30
Oxford Closing Speaker
Naveed Sultan
Former, Chairman, ICG, Citigroup,
Professor of Practice at Imperial
College Business School, Member of
it’s Advisory Board, NED, Strategic
and Operating Advisor to PE firms -
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07:30 – 11:00
Breakfast
11:00
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