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IIBF and Tata Interactive Systems Present The IIBF Universal Banking Simulation An interactive workshop using TOPSIM – Universal Banking. Date: 20 th October – 21 st October 2011 (2 days) Venue: Indian Institute of Banking & Finance Leadership Centre Kohinoor City, Commercial II, Tower I, 3 rd floor, Off L B S Marg,Kirol Road, Kurla (W), Mumbai – 400070 Website: www.iibf.org.in

IIBF and Tata Interactive Systems Present The IIBF Universal Banking Simulation · 2013. 11. 6. · IIBF and Tata Interactive Systems Present The IIBF Universal Banking Simulation

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  • IIBF and Tata Interactive Systems Present

    The IIBF Universal Banking Simulation

    An interactive workshop using TOPSIM – Universal Banking.

    Date: 20th October – 21st October 2011 (2 days)

    Venue: Indian Institute of Banking & Finance Leadership Centre Kohinoor City, Commercial II, Tower I, 3rd floor, Off L B S Marg,Kirol Road, Kurla (W), Mumbai – 400070

    Website: www.iibf.org.in

  • About the Program

    The Universal Banking Simulation forms a bridge between banking theory and practical

    experience. The Simulation helps participants recognize, analyze, and judge critical

    decision making situations and understand the consequences of their decisions.

    TOPSIM Simulations allow one to learn by making decisions - and mistakes – leading to

    better understanding of managing risks. TOPSIM Simulations are advanced and

    comprehensive models that simulate operating environments, for instance, of a start-up,

    of the marketing function, of the overall management, of global markets, or the macro

    economics of a country, among others.

    The TOPSIM Way

    The program will be based on group participation in a simulation with each group having

    4-5 participants. Each team represents a bank where participants understand their

    current financial statements, view business reports, understand the economic and

    market scenario, and use a budgeting program to check their decisions for the

    upcoming financial period.

    Through the Management Information System, they can receive printed reports showing

    them the results of their decisions. These reports allow them to analyze the

    development of their bank, the competing banks, and the market.

  • During the simulation, the participants receive an economic scenario with the expected

    development and the conditions for the current period. One period corresponds to one

    year in real life.

    Adding to that, the Universal Banking Simulation gives the participants the option to

    simulate special market situations, which can be fed separately by the facilitator.

    The participant decisions are then used to simulate a financial period following which,

    the cycle is repeated with additional modules and or complexities being introduced.

    As a simulation, per se, cannot completely cover all the complexities of a bank, the lead

    facilitator can adjust the complexities in order to ensure that the participants do not lose

    sight of the true objectives.

    The two-day computer-based simulation will see participants make collaborative

    decisions and engage in interactive discussions and activities. The simulation exercise

    will be facilitated by officials from Tata Interactive Systems and IIBF.

    Program Contents:

    Broadly, the program will have the following modules: 1. Business Banking Lending / Deposit Business 2. Investment Banking Securities Trading Business Bond Issue Business 3. Wealth Management 4. Financial Management Equity Capital Policy Long Term Debt Financing Inter Bank Business Cash Flow Statement Regulatory Capital

    Learning Outcomes: The following will be the learning outcomes

    a. Recognise the individual factors that impact the success of the bank b. Identify and integrate various financing options

  • c. Lead different divisions within a bank in a near realistic competitive environment d. Understand the relations of different business aspects in a bank e. Determine goals and strategies in a competitive environment f. Understand business reports and making decisions within a team g. Manage difficult and complex decisions even in periods of uncertainity h. Broad base the business thought process

    Who will benefit:

    Middle / Senior Management personnel in Banks. Officers in Scale III / IV or equivalent. Ideally, they will have approximately 10 years or more work experience with management responsibilities (leading teams & resources), and have been identified to play a strategic role in their organizations. Venue : Leadership Center, Indian Institute of Banking & Finance, Kohinoor City, Commercial II, Tower 1, 3rd floor, Off LBS Marg, Kirol Road, Kurla (W), Mumbai – 400070. Fee: Rs. 20,000/- per participant (non residential) plus service tax @ 10.30%, Rs. 2060/- i.e. Rs. 22,060/-. In case the participant desire, the Institute will arrange stay in Kohinoor Delite (A new hotel within 5 minutes walking distance from the Institute) at an all inclusive price of Rs.4500/- per day plus taxes. The rates are exclusive for IIBF trainees. Program date: 20th October – 21st October 2011 Please send your nominations at the earliest to:

    The Director of Academic Affairs Indian Institute of Banking & Finance, Kohinoor City, Commercial II, Tower 1, 2nd & 3rd floor, Off LBS Marg, Kirol Road, Kurla (W), Mumbai - 400070 Email: [email protected] Tel no: 022-25033261, Board no: 022- 25039746/9604/9907

    .

  • Programme Schedule

    Day 1

    Date / Time Particulars

    09.00 am – 9.45 am Introduction and Welcome Speech

    9.45 am – 10.15 am Introduction to TOPSIM

    10.15 am – 10.30 am Tea Break

    10.30 am - 12.30 pm Business Banking Unit – Simulation Period I

    12.30 pm - 1.30 pm Assimilation / Sharing Results of Simulation Period I

    1.30 pm – 2.30 pm Lunch

    2.30 pm – 4.30 pm Investment Banking Unit – Simulation Period II

    4.30 pm – 5.30 pm Assimilation / Sharing Results of Simulation Period II

    Day 2 Date / Time Particulars

    09.00am – 10.00 am Recap of Day I Proceedings

    10.00am – 10.15 am Tea Break

    10.15 am - 12.30 pm Wealth Management - Simulation Period III

    12.30 pm - 1.30 pm Assimilation / Sharing Results of Simulation Period III

    1.30 pm – 2.30 pm Lunch

    2.30 pm – 4.30 pm Financial Management - Simulation Period IV

    4.30 pm – 5.30 pm Assimilation / Sharing Results of Simulation Period IV

    5.30 pm – 6.30 pm Evaluation / Feedback

  • Indian Institute of Banking & Finance

    Indian Institute of Banking & Finance (IIBF),

    formerly known as The Indian Institute of

    Bankers (IIB), is a professional body of banks,

    financial institutions and their employees in

    India.

    With its membership of over 700 banks and

    financial institutions as institutional members and

    about 348830 of their employees as individual

    members, IIBF is the largest Institute of its kind

    in the world and is working with a Mission “to

    develop professionally qualified and

    competent bankers and finance professionals

    primarily through a process of education,

    training, examination, consultancy /counseling

    and continuing professional development programmes”.

    During its 83 years of service, IIBF has emerged

    as a premier institute in banking and finance

    education for those employed as well as seeking

    employment in the sector, aiming for professional

    excellence.

    Since inception, the Institute has awarded over

    5,84,000 banking and finance qualifications, viz.,

    JAIIB, CAIIB, Diploma and Certificates in about

    20 specialized areas and helped bankers to sustain their professionalism through Continuing

    Professional Development programs.

    About TOPSIM

    TOPSIM is the flagship product of Tata

    Interactive Systems GmbH. The simulations

    group at Tata Interactive Systems offers two

    distinct simulation solutions; instructor – led

    simulations (TOPSIM) and self - paced

    simulations SimBLs®. Over the last 20 years,

    TOPSIM simulations have been successful in

    facilitating change at more than 150

    corporations and 300 educational institutions in

    the world.

    TOPSIM Business Simulations were

    conceptualized and created by UNICON way

    back in 1982. Since then, these simulations have

    become the leading product in the field, having

    proven their effectiveness at several leading

    corporations. In 2001, UNICON merged with

    two other companies, TertiaFernakademie and

    TertiaEdusoft, to become a leading source of

    Learning solutions. In 2006 TertiaEdusoft was

    merged by Tata Interactive Systems to leverage

    TOPSIM as a brand worldwide.

  • TOPSIM – Universal Banking – Nomination Form

    Programme Schedule: 20th October – 21

    st October 2011 (2 days)

    Programme type: Residential

    Non Residential

    ABOUT THE PARTICIPANT :

    Sr

    No

    Name of the

    Participant

    Designation Address for

    Correspondence

    Tel no/ Fax/

    Mobile

    E-mail id

    1.

    2.

    3.

    4.

  • ABOUT THE NOMINATING AUTHORITY:

    Name : (Mr/Ms/Mrs) ____________________________ Desig. : ________________________

    Bank/Organisation: _____________________________________________________________

    Address : _____________________________________________________________________

    City : ____________________________ Pin Code : ___________________________________

    Phone : – _____ - _______________ Fax : – _____ - ________________________________

    E-mail : ____________________________ Mobile : ___________________________________

    Programme fees is payable by Demand Draft only favouring Indian Institute of Banking &

    Finance, payable at Mumbai . (PAN : AAATT3309D)

    Programme Fee Payment Details

    Service Tax as

    Applicable

    Mode of Payment

    (Demand Draft)

    Demand Draft no

    ___________

    DD Date

    ___________

    Total Rs.

    Name of the Bank

    ------------------------------------------

    Signature of the Sponsor/Participant

    Please send the nominations to :

    The Director of Academic Affairs, Phone : +91-22-25033261

    Indian Institute of Banking & Finance, Fax : +91-22-25037332

    Kohinoor City, Commercial II, Tower 1,

    2nd

    & 3rd

    floor, Off LBS Marg,

    Kirol Road, Kurla (W),

    Mumbai - 400070

    Email

    Website

    : [email protected]

    :www.iibf.org.in

  • The Universal Banking Sim forms a bridge between banking theory and practical experience.The simulation is a reproduction of a medium‐size universal bank and offers the participants the opportunity to gain experience in banking without risk.The participants make realistic group decisions with or without a computer‐based participants’ system.The Universal Banking Sim helps participants recognize, analyze, and judge critical decision‐making situations and understand the consequences of their decisions.  

    Methodology  Each team represents one bank where participants enter their decision data, view all reports and can use a budgeting program to check their decisions for the upcoming period.  

    Through the Management Information System, they can receive printed reports showing them the results of their decisions.These reports allow them to analyze the development of their bank, the competing banks, and the market.  

    During the simulation, the participants receive an economic scenario with the expected development and the conditions for the current period. One period corresponds to one year in real life.  

    Adding to that, the Universal Banking Sim gives you the option to simulate special market situations, which can be fed separately by the facilitator.   Learning Objectives: 

    Define objectives and strategies  Transfer strategies into action   Recognize, analyze, and judge critical situations.   Use methods of business administration   Make the consequences of decisions transparent and predictable  Realize correlations and evaluate alternatives   Understand group processes  

  • Target group  

    The Universal Banking Sim can be customized according to the target groups and learning objectives:   It is most useful for:  

    Senior and Top Management: Strategy simulation of a universal bank with wealth management and investment banking  

    Banking for non finance people: Lower and middle management, general staff  

     Some of the partners benefiting from our simulation are:  UBS   Credit Suisse   Bank Julius Bär  Zurich Cantonal Bank   IFZ   TATA AIG Life 

      Duration 2‐3 Days  Participants 4‐8 Banks represented by 12 – 40 participants

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    Typical Workshop Schedule

    About Tata Interactive Systems Tata Interactive Systems GmbH, designs and develops a range of management simulations, TOPSIM—the #1 simulation product in Germany. TOPSIM has been successfully implemented in business education and professional training for more than twenty years, and is currently being used by more than 150 leading global corporations.  TOPSIM Simulations allow one to learn by making decisions— and mistakes—in a completely risk‐free environment. TOPSIM Simulations are advanced and comprehensive models that simulate operating environments, for instance, of a start‐up, of the marketing function within a company, of the overall management of a company, of global markets, or the macro economics of a country, among others.  The participants of the simulation take up decision‐making roles of their units to compete as teams against other units in a simulated environment. While proceeding through different modules, teams need to plan, strategize, and decide, taking into account several variables that influence the operating environment. Through their decisions, the participants influence the success of their unit.