This 6-hour unique training course offers a comprehensive introduction to FinTech for Non-IT Professionals, what FinTech is all about and how it is changing financial, banking and commercial systems and the world. If you want to keep up-to-date in the fast changing FinTech scenario you need to understand what it is all about. And if you are a non-IT professional you need this information presented in clear non-technical terms.

You should attend this seminar to:

  • Discover the full scope of FinTech.
  • Explore the key FinTech development & implementation issues.
  • Recognize the access issues for consumers and businesses.
  • Discover how operational costs can be reduced and efficiency increased.
  • Explore data sharing and transparency in the light of data security and protection needs.
  • Explore actual case studies.

From start-ups all around the world, entrepreneurs are applying their creativity and technical ingenuity all along the financial services value chain. This wave of innovation promises a FinTech revolution that will change financial services for ever. For consumers and business alike, there is the promise of vastly improved financial services. Consumers will get more choices and keener pricing. Small and medium sized businesses will gain access to new forms and lines of credit. Banks productivity will increase, transaction costs will come down, operational resilience will be better. All this will lead to a more resilient financial system with greater diversity, redundancy and depth. Most importantly financial services will become more inclusive, while people will become better connected, more informed and increasingly empowered. During the course we will explore FinTech components in terms of a wide range of issues, which include;

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March 16th & March 19th 2020 (9:00 AM - 12:00 PM)

Learning Objectives:

During the course we will explore FinTech components in terms of a wide range of issues, which include;

  • Individual innovation clusters within each function.
  • An analysis of the current state of business models and processes.
  • Examining key innovations in terms of their characteristics and the implications of their use.
  • Look at some current examples of actual innovations.
  • Discuss potential outcomes.
  • Where appropriate, we will include a case study.

Areas Covered in the Webinar:

  • What is FinTech?
  • FinTech Basics
  • FinTech Innovations
  • Understanding the Blockchain
  • Exploring the FinTech functions
    • ayments
    • Insurance
    • Deposits and lending
    • Raising capital
    • Investment management
    • Market provisioning
  • Concluding Case Study – “M-Pesa, a perfect market innovator or disrupter?”
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Who Will Benefit:

  • Senior management
  • Executives or directors within the financial services, banking, and insurance sectors,
  • Those working in e-commerce,
  • Management consulting, or within a tech startup.
  • Tech entrepreneurs,
  • Senior business directors,
  • Managing directors (specifically CIOs and COOs),
  • Senior analysts,
  • Senior developers,
  • Business unit directors,
  • Bankers,
  • Product managers,
  • Senior software or app developers,
  • Business development managers,
  • Finance professionals,
  • Digital strategists operating in the finance sector.
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Richard Barr

Richard Barr,
Operational Risk & Back Office Specialist

Richard holds a B.S. in International Business Administration from San Jose State University in California. His professional experience spans over 30 years. The first 5 years were spent with Wells Fargo Bank. Another 5 were spent honing his global banking skills, when Richard was intimately involved with International Trade Finance, Real Time Gross Settlement and International Payments, Cross Border Banking.

Richard then repositioned into the private and high-tech sectors providing high-level consulting services, business analysis, project management and training to a wide range of banking clientele across the globe.

He has spent extensive time servicing a diversity of corporates and “financial institutional” clients, in China, Singapore, Hong Kong, Philippines, Korea, Malawi, Ghana, Nigeria, Kenya, South Africa, Poland, Sweden, Ireland, Netherlands, Greece, United Kingdom, Norway, Georgia, Bermuda and across North America. Clients that Richard has trained & consulted to include with such notable firms as ANZ Bank, AIB Bank, Eurobank, ABSA Bank, CitiBank, Swedbank, IBM, Montran and Fundtech, as well as many others.

Richard has also filled the role of advisor to ministries of finance, central banks on risk management, corporate governance, cash management, payment systems and technical payment and risk issues. Furthermore, key staff members from the Georgia Ministry of Finance, Bank of England, South African Reserve Bank, Central Bank of Ireland, Bank Indonesia, European Central Bank, Norgesbank, Central Bank of Kenya, Central Bank of Tanzania and Bank of Portugal have attended training sessions presented by Richard.

Stanley Epstein

Stanley Epstein,
Principal Associate and Director, Citadel Advantage Ltd

Stanley is a Principal Associate and Director of Citadel Advantage Ltd., Since 2001 Citadel Advantage has been working with banks and financial institutions to make them safer and more profitable, through consulting and training, specifically in the key areas of Governance, Risk Management and Compliance.

Stanley has over 40 years of banking and IT experience, 33 of which were with the Standard Bank of South Africa where during the 1990s he filled an industry level role holding several key positions including that of Chairman of the PASA Risk Committee. He also represented South Africa at two sessions, in New York, of UNCITRAL (the United Nations Commission on International Trade Law).

He holds a Master Degree in Economics and a Bachelor of Commerce (BCom.) degree, both from the University of South Africa, Pretoria.

Stanley has had extensive exposure to banking practice and banking operations in a number of countries including the USA, United Kingdom, South Africa, Israel, Europe and Australia. He has also acted as advisor to a number of central banks on payment systems, oversight, policy and payments risk issues.

More recently, he spent time in the high-tech sector as a payment systems designer and consultant to a global payments software developer.

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