Peer In-Person Exchanges bring together bankers to meet on the ground and discuss common problems, seeking solutions through learning from each others’ experiences. Exchange draws on a range of speakers, from local senior bank managers to industry experts to discuss critical issues and synthesize participant experiences. In the past, Forums have brought together senior bank managers from countries as far-ranging as Cambodia and The Gambia, with participants often using regional forum sites for an opportunity to make field visits and learn from their colleagues from around the world. All forums are focused on delivering practitioner tools that participants then undertake to apply in their own institutions, often reporting on progress made a few months down the road. Forum outputs include CD-ROMs containing tools to address such topics as credit, operational, institutional, and product risk management, along with presentation summaries from the sessions. To access the CD-ROMs, please click here. To join the KEN program, email us.
Senior Managers Forum: "Developing Strategic Leadership for Senior Management"
[Chennai, India, August 2009]
ShoreCap Exchange hosted an in-person forum titled 'Developing Strategic Leadership for Senior Management' on August 24 through August 28, 2009 in Chennai, India in conjunction with the Center for Creative Leadership (CCL). Twenty-nine senior level managers travelled from eight different institutions located in eight different countries to work closely with their peers at the event. Forum sessions explored elements of leadership development and provided insight on different frameworks used by leaders to better assess challenges that arise in the execution of business mandates. Strategy and implementation planning, goal setting, effective communication, leadership models and benchmark assessments were just a few of the topics covered through interactive forum activities. Attendees received one-on-one coaching and worked on action plans, which they plan on using as tools to help implement learnings back at their institutions.
Branch Managers Forum: "Effective Branch Management: The Key to Growth"
[Chennai, India, March 2009]
ShoreCap Exchange held an in-person forum focusing on branch management from March 29-April 2, 2009, in Chennai, India. Thirty-one branch managers and senior managers from 9 countries around the globe joined the four-day conference to learn from their peers. Participants discussed various organizational models, credit and portfolio quality, branch infrastructure, and approaches to deposit mobilization. In advance of the forum, participants started plans of action which they further developed in India. They came up with tangible and practical implementation steps for their financial institutions-- both measures they could undertake on their own accord and those which Exchange could be of further help.
HR Forum: "Leveraging Human Capital for Performance and Growth"
[Luxembourg City, Luxembourg, May 2008]
The ShoreCap Exchange in-person Forum, “Leveraging Human Capital for Performance and Growth,” was held on May 19-21, 2008, in Luxembourg. 28 HR and line managers, CEOs, CFOs, and COOs from around the globe representing 15 different institutions from India to Rwanda, from Cambodia to the Philippines joined us for the three days, discussing subjects ranging from the challenges of recruitment and retention, which all participants face as they try to manage their rapid growth to performance management, incentive systems and teambuilding In addition to a full slate of presentations and small group exercises around strategy, participants worked together in a series of teambuilding exercises which several plan to take home and use with the staff of their own institutions.
Small Business Lender Forum
[Dubrovnik, Croatia, August 2007]
In August 2007 ShoreCap Exchange and ShoreBank International jointly hosted a Small Business Lender Forum. The group brainstormed common challenges encountered in small business lending, developing hypothetical alternative credit structures that are effective in different situations.
Risk Mitigation Strategies for Fast-growing Banks Forum 
[Johannesburg, South Africa, June 2007]
On June 25-27, 2007, Exchange held a forum on Risk Mitigation Strategies for Fast-growing Banks in Johannesburg, South Africa. Thirty participants from fifteen small business banks and microfinance institutions attended the Forum. The Forum shared risk management tools for fast-growing institutions, with sessions on how to initiate an enterprise risk management approach, develop stronger credit risk management tools and encourage ownership of risks by bank staff, and other topics. Exchange drew upon a range of speakers from local banks (NedCorp, First Rand and ABSA) as well as senior managers from payment system and mobile banking providers (VISA, Net1, Wizzit, and others). Experts in the areas of credit, operations and risk management joined the group from different parts of the world, facilitating group exercises, discussions and presentations. To get a copy of the CD prepared for the Forum with agenda, participant information, presentations, relevant tools and templates, please email us.
CEO Forum: Good Governance & Effective Leadership
[Washington, D.C., U.S.A., September 2006]
ShoreCap Exchange held a three-day workshop on governance and leadership in Washington DC in September 2006, where each institution was represented by the CEO and two of their local board members. Key highlights of the Forum included individual governance and leadership mentoring sessions for institutions and CEOs, respectively. Eugene Ludwig, former Comptroller of the Currency, USA, led a day’s workshop on the role and importance of good governance, and John Sayres and Karen Dyers from the Center for Creative Leadership brainstormed with the group on the evaluation, measurement and enhancement of leadership skills.
Individual Lending Training for Microfinance
[Kampala, Uganda, April 2006]
Exchange piloted a toolkit for training on individual lending for microfinance in April 2006 in Kampala, Uganda in conjunction with MicroSave. Participants included three of our bank partners in Africa and four of MicroSave's partners, with nineteen lenders and twenty-one managers attending. The toolkit, which includes training manuals for lenders and managers, emphasizes lessons on the fundamentals of sound underwriting of individual loans, with a focus on cash flow based lending, monitoring, and the management of problem assets. It makes use of case studies and examples from the African market. Exchange worked with MicroSave in 2007 to develop and offer an updated training in an Asian location for regional partners in October 2007. View forum agenda here.
Small Business Credit Training
[Manila, Philippines, September 2005]
ShoreCap Exchange held a five-day workshop providing operational training in partnership with Planters Development Bank, Philippines, to experienced senior lenders, credit managers, and supervisors from banks in developing economies. Thirty-two small business lenders from ten Asian, African and Central European countries, representing thirteen financial institutions, attended. The training focused on developing a sound cashflow-based underwriting system for small business loans, with sessions ranging from loan development to analysis to monitoring methodologies. View forum agenda here.
Risk Management Forum
[Chicago, U.S.A., December 2004]
In December 2004, Exchange launched its In-Person Exchanges with a first Forum focused on Risk Management for CEOs and COOs of microfinance institutions and small business banks. The launch triggered demand for a series of peer forums where fellow bankers could share their challenges and successes. Due to the wide geographic dispersion of our partners, we decided to launch quarterly phone forums to facilitate peer learning. Exchange currently runs three Banker-to-Banker Phone Forums tailored to suit the knowledge needs of Chief Executives, Lenders, and Human Resources Managers. The one-hour teleconference discussions provide our clients with a chance to access the collective knowledge of banking experts and other forum participants. Please email us for more information on our phone Forums and how to join them.
