Online symposium using Zoom.
Thursday, July 23rd, from 6:00pm until 8:00pm IST
Sponsorship opportunities available – please get in touch
Overview; scroll down for the programme and to make bookings
If you believe there is scope for the financial services sector in Ireland to serve society better, then this is an event for you, because it’s all about galvanising support for positive, progressive and purposeful finance reform.
If you know about problems around market conduct that need fixing then, please do all you can to participate – we want to hear from you.
Furthermore, if you have ideas about what can be done to make a positive difference, then it’s vital you get involved.
We know there are many great ideas that can help drive the transformational change; and we want to shine a big bright light on those ideas.
There are many important questions that need to be dealt with, such as:
- Do the financial regulators in Ireland have sufficient powers to properly govern the sector?
- If they do have sufficient powers, are those powers being used effectively?
- If not, is regulatory capture a factor?
- Are vested interests getting in the way of consumers getting good outcomes?
- Are technology innovations being ignored, because they challenge vested interests and the status quo?
- Are the public finding it easy to get the information they need to make well-informed decisions?
- Are class actions having to fill the void created by ineffective regulatory enforcement?
- Are the fiduciary standard and best interest rules working as intended?
- Has the Friedmanite idea of “maximising profit in the short term” spoiled the culture in financial services?
- What are the underlying forces driving poor market conduct?
- Should there be a “Financial Consumers Bill of Rights” to protect consumer interests?
These are the types of questions and issues that impact the public’s perceptions of the financial services sector, which has been riddled with various types of malpractice, malfeasance, misconduct and mis-selling for many years; not just in Ireland but in most parts of the world.
Clearly, the reputational integrity of the sector has been badly damaged. That’s why the Transparency Task Force is initiating and facilitating a global conversation about what’s wrong in financial services; and what needs to be done to fix it.
Furthermore, through those discussions we are creating a framework for finance reform that is designed to drive the positive, progressive and purposeful change that is needed.
These are all important issues that need to be addressed.
Please do all you can to join us for what promises to be an interesting, engaging and thought-provoking event.
We’ll also be touching on the extensive thought leadership from TTF members that are referenced in our new book, entitled
Please become “part of the solution” and involved in our event if you possibly can.
Scroll down for the programme, speakers and to make bookings
Who should participate?
This online event will be of particular interest to individuals and organisations that authentically align with the idea that the financial services sector is important and that there is scope for real and meaningful improvement in how it works.
You can expect to be ‘amongst’ progressively minded and collaboratively minded people.
On the basis that “progress begins with realism” we’ll be running the event as a forum to enable everybody to “say it as they see it.” We’ll be facilitating the kind of candid yet constructive, grown-up conversation that is needed to help move matters forward.
We don’t think any one person has all the answers; and we also think that all answers are worth listening to. So if you’ve got a point of view that you’d like to share, and are keen to hear the views of others, this is definitely an event for you.
This symposium will cover important topics that will be of particular interest to:
- Think Tanks and Civil Society Groups with an interest in the financial ecosystem
- Industry Observers, Commentators; the Media in General
- Politicians interested in the financial services sector
- Financial Conduct Professionals
- Sustainaility experts
- Bankers and representatives of Banking organisations
- Risk Management Professionals
- Compliance Professionals
- Pension Professionals
- Financial Planners and Wealth Managers
- Financial Services Trade Bodies and Professional Associations
- Academics and researchers in governance, stewardship, ethics, conduct and compliance in the banking, investment and pensions space; and more
Our symposium creates a first-class opportunity for a wide range of stakeholders to share their thoughts around what needs to be done to fix what’s wrong in financial services.
We’ll creating a forum where people can “tell it as it is” and be heard, not ignored; and we’ll be structuring the event in such a way that it will be as engaging and as interactive as we can possibly make it, using Zoom.
Here’s the programme and timings, so far*
Welcome to the symposium, introductions and initial exploration of the main issues; plus “Why we must rebuild trustworthiness and confidence in financial services; and how we can do it” by
Andy Agathangelou FTTF FRSA
Founder, Transparency Task Force; Governor, Pensions Policy Institute; former Founding Chair, Friends of Automatic Enrolment; former Founding Chair, Association of Member Nominated Trustees.
Presentation #1, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
Managing Partner, Beta Digital; Co-Founder, The Digital Transformation Lab; Associate Faculty, Irish Management Institute; Managing Director – International Financial Services, Berkeley Research Group LLC; Managing Director, Saburai Consulting; former Chairman, IoD Chartered Director Network (Ireland); former Director – Banking & Mortgages, Grant Thornton UK LLP; former Director – Financial Services, Navigant; former Chartered Independent Non Executive Director and Chairman, IFSC Companies; former Chief Executive, Haven Mortgages Ltd; former Executive Vice President (Ireland) & Member of General Council, European Mortgage Federation; former Council Member, Banking & Payments Federation Ireland; former Director, EBS Building Society; former Director, Summit Mutual Funds Plc; former Executive Director, ICS Building Society; former Executive, Bank of Ireland
Presentation #2, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
Founder/CEO, TontineTrust; Founding CEO, Oppenberg Capital; Ireland Ambassador, Transparency Task Force; Mentor, BAASIS Labs; Founder/MD, Optimise; former Investor, Director & Turnaround CEO, PayCorp; former Lead Investor & Director, NextGen Sciences; former Chairman/Founder, Golden Court Homes; former Founder/CEO, Inveq Venture Catalysts; former Equity Sales Trader, Small Cap Equity Firms
Presentation #3, for 10 minutes + 5 minutes Q&A with facilitated discussion, by
A former banking correspondent, accounting correspondent and LEX columnist with the Financial Times, Lafferty received the Wincott Foundation’s Young Financial Journalist of the Year award in 1977.
In 1981, he founded Lafferty Group, which has come to occupy a preeminent position in the global financial services industry and received The Queen’s Award for Export Achievement (now known as the Queen’s Awards for Enterprise) in 1988. Lafferty is recognised internationally as an expert in the areas of retail banking, cards, payments and accounting and financial reporting and is often featured in the press worldwide.
and ideas into Chat about
“What’s it going to take to fix financial services in Ireland?”
Open discussion & debate, 45 minutes
Close to the structured session; but for those that want it, we then have…
8:00pm IST until 8:30pm IST
…informal, unstructured networking and debate, a “fireside chat” i.e. informal conversation for a cosy group that want to network and linger…
* The programme will continuously evolve so is subject to change
Please click below to book your place
For any queries please contact us.