10/07/2008: CML: Conducting a TCF health check; where are you and next steps? Workshop - Leeds

Delegate profile
This seminar is essential for all senior managers interested in assessing how embedded Treating Customers Fairly is in their organisation’s culture, and how the FSA will assess this. The workshop will be most valuable to chief executives, TCF project managers, ‘champions’, compliance officers and audit teams.

Content
This practical, one-day seminar will focus on how the FSA will assess the embedding of TCF within member firms. The seminar leaders will discuss how the FSA will use the Culture Framework when assessing firms. A ‘hands on’ approach will be adopted, allowing attendees to get a feel for the process by applying a toolkit to case studies. To gain maximum benefit from the day, delegates will be asked to bring TCF evidence from their own firms and will be able to apply the process and toolkit in a controlled environment. This will lead delegates to identify their own strengths, weaknesses and next steps. The seminar leaders will be able to use their experience, derived from training FSA supervisors, in assessing TCF within firms.

An agenda will be posted soon, please check back regularly. For further information please contact Minal Chowdhri.

Benefits of attending
An excellent opportunity to hear from genuine industry experts who have trained the FSA in how to assess TCF in, for example, ARROW II visits, and to network with peers.

About the facilitators
The workshop will be facilitated by Terry Russell and Michael Simpson of Intouch Consulting Ltd. Terry is a founding director of Intouch, a leading consultancy helping businesses create high performance cultures through leadership development and cultural transformation. Intouch is renowned for its practical, innovative and thought-provoking approach, and counts amongst its clients FSA (for which it recently designed and delivered training in how the Culture Framework will be incorporated into Arrow II visits). Terry has worked in the financial services sector for over 20 years, and prior to setting up Intouch was Sales Director at Countrywide Financial Services, and before that as Head of Retail Sales at Nationwide Building Society. Michael has worked in the financial services sector for over 20 years, specialising in learning and development for much of that time. His background includes roles as Training and Competence Officer, Head of Sales Training and Business Development Manager for a compliance department!

Cost
£365 for members (VAT exempt)
£425 for non-members (VAT exempt)

Location
Park Plaza Leeds, Boar Lane City Square, Leeds LS1 5NS

This event is closed to the press.