Activities

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Sanika HufelandIntro

My vision for the future is to aim for a world where banking and finance contribute to a sustainable development of people and planet.

The Institute for Social Banking educates, connects and inspires – current and future – social bankers and values based financial institutions and supports research to enable continuous change and innovation in banking and finance. Through Education, Net-work and Research, the Institute for Social Banking promotes awareness, knowledge and competencies in the context of social banking and creates meaningful connections. We see our role as network facilitator, knowledge broker and bridge builder.

I am pleased to present our activities – this brochure is designed to inform you about our offers and to give you a continuous over-view for better planning.

Managing DirectorInstitute for Social Banking

IntroThe ISBAreasOffers OverviewSummer SchoolsOnline Summer Schools

Expert Exchange LabsIn-house TrainingsAdditional ModulesVoicesContact

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We are an education and research institute

for socially responsible banking and finance.

Since our founding in 2006, we have grown

into an active membership organisation, com-

prising 17 member organisations linked close-

ly to socially responsible banking and finance

and a large international network.

Our Goals are:

Fostering awareness, commit-ment and constructive reflection amongst (social) bankers.

Increasing knowledge, competenci-es and skills in Social Banking.

Bringing forward the ideas, inspiration & spirit of Social Banking.

Supporting innovation and initiati-ves in the field of Social Banking.

Connecting people and creating networks in Social Banking.

Contributing to research & acade-mic discourse on Social Banking.

Strengthening the public discourse on Social Banking.

THE ISB AREAS

EDUCATION

RESEARCH NETWORK

“We provide Education, Network, and Research for a responsible banking and finance sector to enable continuous change and innovation.”

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OUR OFFERS - AN OVERVIEW

Summer Schools

5 daysbeginner- to mid-level seminar 60-100 participants from different organisations / countries

Expert Exchange Labs2 days to 3 half days

advanced level seminar,possible as virtual EELs

In-house Trainings

tailor-made: from 1 day seminar to regular supportfor all levels and group sizesfor ISB members only

Additional Modulestailor-made: from

1 day seminar to regular supportfor all levels and group sizesfor external partners, schools & universities

Online Summer Schools

5 online sessionsbeginner- to mid-level seminar40-100 participants from different organisations / countries

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Organisation – fantastic – open mind and heart and so joyful!

community of change makers, and that social banking is a key field of change.”

“Sense of belonging to an international

SUMMER SCHOOLS

The International Summer School on Social Banking & Finance, started

in 2006, is the annual international conference on social banking and

alternative finance. About 80 guests from 20 countries from social

banks, alternative financial institutions, NGOs, conventional banks and

other interested people such as students discuss and gain valuable

insights into the roots, characteristics, opportunities and challenges of

this rapidly evolving field, from both practitioners and academics.

METHODS

• Keynote, lectures, workshops, labs, finance fair, showcasing of projects / clients, networking, excursion

• A good mix of academics and experts from the field to pro-vide depth in content

• Reflecting on one’s practice (reflective dialogue)

• Thinking outside the box• Encouragement and guidance

to explore creative resources as practical ways of artful knowing and experiemental learning.

OVERVIEW

• Beginner- to mid-level seminar• 5 days• 60-100 participants from different countries

TOPICS, e.g.

• Origins, context, core business activities, products and services of Social Banks

• Recent and future develop-ments in the context of Social Banking such as new business models (in the light of low interest margins, regulations & digitalisation)

• Innovations in the context of Social Banking & Finance

• International perspective: com-paring and contrasting Social Banks

• Partnerships and collaboration in Social Banking & Finance

TARGETGROUP

• Co-workers in their first 7 years of service, working in one of the ISB member banks

• Co-workers and profession-als from other financial service providers

• Other interested people such as students, researchers and co-workers of NGOs

KEy-LEARnInGS & BEnEfITS

• Social Banking characteristics & features, roots, networks and (best) practices

• International cross-cultural comparisons

• Inspiration for and reflection on individual practice

• Experience the spirit of social banking

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ONLINE SUMMER SCHOOLS

OVERVIEW

• Beginner, mid- and advanced-level modules

• 3-5 days depending on specific module

• 6-15 participants from different organisations / countries

TOPICS, e.g.

• Money, banking and finance – their link to social challenges

• Developments, practices and challenges in Social Banking

• Individual and institutional val-ues and development

• Concepts and research findings• Tools to embrace and acceler-

ate change

TARGETGROUP

The different modules are designed for:

• New coworkers in the social fi-nance sector who want to grow in their role as ‘social banker’

• Professionals in banking or finance who want to acquire and deepen their knowledge and competencies in respon-sible banking practice, and to understand finance as a service to people and the real economy

• Professionals who design and manage processes of dialogue and change

• Professionals who are involved in transformative processes and would like to reflect and discuss monetary and ethical aspects of transformation.

The “Online Summer School on Social Banking” is a series on social banking as well as sustainable and alternative finance. It is an adap-tion of the International Summer School on Social Banking & Sustain-able Finance, where about 80 guests from 20 countries from social and sustainable banks, alternative financial institutions, traditional banks and other interested people such as students will explore insights into the opportunities and challenges, roots and characteristics of this rapidly evolving field. With the online series we are now able to bring the content of the Summer School to your screen! The Online Summer School allow you to study best practices and learn from the experts, without traveling.

KEy-LEARnInGS & BEnEfITS

• Actual/potential societal role of Social Banking

• Understanding of money & finance system

• Reflection of individual and organisational values

• Development of individual and organisational practice

METHODS

Every level consists of a web based part of individual learning, face to face trainings, exchange in groups and project work with the peers.• Workshops & group work• Exchange & discussions• Individual reflection• Case studies• Independent, individual studies• Presentations • Excursion & learning journeys• Project work

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“The Expert Exchange Lab gives the space needed to

think out of the box, reflect topics from different

points of view and help you to find your own path.”

EXPERT EXCHANGE LABS

OVERVIEW

• Advanced-level seminar• 2 days• 9-15 participants from different

organisations / countries

The Expert Exchange Lab is a peer to peer learning offer for experts in

specific departments in the member organisations of the Institute for

Social Banking. Each Expert Exchange Lab addresses one specific topic

of interest to the member institutions of the ISB and is co-organised

and co-hosted by one ISB member.

METHODS

In the ISB Experts Exchange Labs, the key experts are the participants. Therefore, the main method will be a facilitated dia-logue and discussions between those experts, in an atmosphere of mutual trust and respect. The participants are invited tobring their own questions, to present a case from their own or from a peer organisations and to give a short presentation on how they approach a specific topic in their banks/organisations. Furthermore, there will be insights and impulses from an expert in the field and creative and practical exercises to apply the learnings.

TARGETGROUP

• Specialists with similar professional backgroundThe ISB Expert Expert Lab is an advanced-level seminar for functional specialists with similar professional backgrounds and strives to support the effec-tiveness and efficiency of the success of the ISB members, by bringing together professionals from the same functional area in the respective organisations.

TOPICS, e.g.

• Credits & loans in Social Banking• Investment Advisory in Social

Banking

• Digitalisation & FinTech - chances and challenges for Social Banking

• The role of banks in climate crises - measuring & steering climate impact

• New business models for Social Banks

• Collaboration & Social Banking on a larger scale

• Crowd - funding, investing & lending

KEy-LEARnInGS & BEnEfITS

• Join an international profes-sional exchange on a specific topic

• Further develop knowledge in a specific topic

• Gain new insights and ideas from multi-perspective discus-sions drawing on own profes-sional experience

• Build a network of contacts in social banking and finance

• Adapt ideas and new approaches in your own organisation

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“The ISB provides the platform to discuss and implement new and sustainable ways for the future of finance.”

IN-HOUSE TRAININGS

OVERVIEW

• for all levels and group sizes• for ISB members only• tailor-made: from 1 day seminar

to regular support

TARGETGROUP

• For ISB members only• New co-workers,

single departments, specific experts and teams

TOPICS, e.g.

• My role as a social banker• Dis-/similarities of banks• Points of reference – ethics,

anthroposophy, sustainability

• Networks and associations• Inspiration & value-dialogue• Change management• Leadership development• Leading in the digital age• Digitalisation & FinTech

For our members we provide tailor-made in-house training in all fields of socially responsible banking and finance.Our courses are tailored to accommodate a wide range of skill and ex-perience levels, from introduction days for new social bankers to deep dive courses for middle- and upper-management and experts. Our in-house training utilizes interactive methods and self-directed learning processes.

KEy-LEARnInGS & BEnEfITS

• Familiarization with values, ob-jectives and practices of social banks in general and the own bank in particular

• Inspiration for and identification with the own organisation and work

• Develop the organisation further in general or in specific terms

METHODS

• Workshops• Group work• Case studies • Presentations & talks• Design thinking• World cafe & open space & labs• Canvas method• Systemic coaching• Theorie U approach

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“I learned a lot of things about myself, the

future of finance and the different approaches to social banking and

finance.”

“Intense exchange between people coming from differ-ent backgrounds but going in the same direction. So enriching!”

ADDITIONAL MODULES

OVERVIEW

• for all levels and group sizes• tailor-made: from 1 day seminar

to regular support

TARGETGROUP

• External partners• Universities & Schools• Foundations• Other organisations and indi-

viduals interested in socially responsible banking & finance

TOPICS, e.g.

• Introduction social banking & social finance

• Networks in values based finance

• Common findings in ethical investing

• Aspects of sustainability in finance

• Ethics in finance & banking• Social business financing• Digitalisation & FinTech

KEy-LEARnInGS & BEnEfITS

• Social Banking characteristics & features, roots, networks

• International similarities & differences

• Experience the spirit of social banking

• Learn about ethics, sustain-ability, digitalisation and social business in the context of finance

METHODS

• Talks & speeches• Lectures• Workshops• Consulting• Seminars• Panels• Coaching

As the ISB’s core objective is to increase awareness of socially respon-sible finance, we offer tailor-made lectures, seminars, and workshops related to Social Banking and Sustainable Finance to non-member organisations from the private, civil society and academic sector.

VOICES

“The ISB brings together mind-ful bankers who build together the future we want to live in. The mindful use of money and sustainable bank-ing are means to support and create a healthy economy. The ISB provides the platform to discuss and imple-ment new and sustainable ways for the future of finance.”

(Melanie Gajowski, ABS, Switzerland)

“I really liked the Summer School. For me it was an opportunity to open my mind, question my daily profes-sional activities and speak with other Social Bankers.”

(Summer School Participant)

“The Expert Exchange Lab can be seen as a platform for open mutual exchange between specialists in social and sustainable banks. They are a source of inspiration for the individual and a way of building com-mon standards and procedures for the institutions.”

(Kristoffer Lüthi, Ekobanken, Sweden)

“Well organised event with excel-lent speakers; a welcome and unique opportunity to engage with relevant experts in social banking. Thank you.”

(EEL Participant)

“I feel it has strengthened, personally and in relation to my work. It has cre-ated a space to breath, to think and to learn.”

(Summer School Participant)

CONTACT Institute for Social BankingWilhelmine-Gemberg-Weg 1210179 Berlin

info@social-banking.orgwww.social-banking.org

/school/institute-for-social-banking//social_banking/InstituteforSocialBanking/social_banking

Institute for Social Banking

www.social-banking.orginfo@social-banking.org