The A to Z of ESG - Environmental & Social Governance
What you'll learn
- Understand how an ESG strategy drives Economic and Financial Performance
- Learn about the new evolutionary risks in the world and how ESG can help prepare for them
- Understand how to Manage all ESG aspects in an organisation, What to gain from it and the dangers of ignoring it
- Learn what are ESG goals, why businesses need them and how they are set up and measured
- Learn how Small Businesses are affected by ESG (and how Banks/Big Corporates are helping)
- Learn about the regulatory frameworks that help businesses manage and measure ESG targets
- Be able to discuss about Sustainability, Impact Investing, Greenwashing, Sustainable Finance, Taxonomy, etc.
- Understand why there is controversy about ESG and be able to identify the doubtful behavior around it
Requirements
- No significant knowledge of the ESG topic is required
- Basic knowledge about businesses being subject to risks, and the role banks and investors play in supporting the economy with financing
- A genuine interest in the future of society within a healthier planet and fairer human conditions
Description
This course explains what is Environmental and Social Governance, and why it is vital for businesses to embrace this new perspective in order to achieve better performance. Traditionally, evaluation of businesses focused on financial performance only. But today, organisations and institutions face new and increasingly important environmental and social evolutionary risks that demand adjusting their activities and governance. Businesses must evolve to prepare for a triple bottom line evaluation, where not only financial, but also social and environmental performance matter.
To do this, companies and institutions need to go through a process of self evaluation and identify how they can have a positive impact in people and the planet, and what are the social and environmental risks they are exposed to. This exercise will imply modernizing the companies' Governance, and must involve all stakeholders that relate to the company. There is guidance available to do this and the course helps navigating this process.
As Investors and Creditors are increasingly concerned with the environmental and social performance of companies, managing ESG risks and having a proper ESG strategy is becoming essential. While Big Corporations are capable of allocating resources (financial and otherwise) to this task, small businesses have bigger constraints in this area. The course provides guidance and inspiration for smaller businesses to navigate the task of managing ESG risks taking into account the small size of operations and limited resources, while preparing them to face the increased scrutiny from bigger clients, banks or investors.
Who this course is for:
- Employees in any position that requires analysing clients' businesses and risks
- Anyone that deals with Sustainability and ESGs in any capacity within any company/institution
- Employees involved with KYC procedures, or due diligence on clients/suppliers activities
- Employees in Banks, Insurers, Asset managers, Rating Agencies responsible for any ESG related topic
- Anyone responsible for establishing/developing Sustainability accounting, processes and/or governance
- Students in Economics/Management or young hires looking for an understanding of the ESG topic
- Anyone looking to develop their businesses and attract business partners, financing or investment
Instructor
Over 25 years of experience in International Corporate Banking in Lisbon, Bratislava, Moscow, and Vienna. Started as a credit analyst, later a Relationship Manager, then managed the Clients and Lending Products Department, and served as member of the Management Board. In the job, I was daily involved with all departments of the Bank, and with top Corporate Clients from many different industries. Later I joined Operational Risk Management which allowed me to have a deeper view into Risk, Compliance and Control functions within the Bank from a back-office angle.
Recently, I moved on to establish my own company, an online business origination platform that helps entrepreneurs find financing, which is a startup still in development.
I managed, trained and mentored many banking colleagues in several locations, and was also a guest speaker for the MBA students at Vienna University. I have now five courses at Udemy and my goal is to pass on the knowledge, experience, and also the passion for Corporate Banking acquired through the years to a wider audience.
Course 1 on Relationship Management:
Young bankers, graduate students or anyone aspiring to become a Corporate Banking Relationship Manager will follow me inside the Corporate Bank, get acquainted with terminology and main concepts, follow the day-to-day life of Corporate Bankers and go through client examples. Learn what it takes to manage and maintain profitable Corporate Client Relationships, starting from client acquisition, through approval of deals and finally the negotiation of agreements and transactions.
Course 2 on Requesting Financing from Banks (FREE course):
Entrepreneurs and business owners in need of bank financing and support in preparing their loan requests, will go through the course to understand how the request for financing should look like. They will learn what is important for the Banks to know about the business, and what drives their decision for approving or declining loans. With this knowledge and the right preparation for a discussion with bankers, the probability of having their loan approved will be largely increased.
Course 3 on Sustainability in Banking:
A course about a pertinent topic in the Financial Industry that will stay relevant for years to come. Sustainability is changing the way Financial Institutions operate, and is bringing dramatic challenges due to new risks deriving from climate change, the goals of the Paris Agreement and the importance of social responsibility. We touch upon why Banks and Asset Managers need to de-carbonize their portfolios, how can banks stop financing fossil fuels without disrupting the stakeholders involved, and we speak about the many new Sustainable financial products that are surging and in great demand by Investors including the problematic of carbon markets and carbon offsets. The topic evolves permanently, so updates will therefore be periodically provided.
Course 4 on ESG Strategy for Businesses:
In this course I give a perspective on what is Environmental and Social Governance and what it means for Businesses. The topic is still relatively new, and also controversial, as it tackles the problematic of new risks that evolved, with emphasis on Climate Change and Social wellbeing. While many are skeptical about the value of an ESG strategy for Businesses, Investors and Creditors are increasingly making their decisions based also on ESG variables - paving way for additional regulation and mandatory disclosures of information. Businesses must prepare for this still developing topic, by analyzing their ESG risks and factors where impacts can have an effect on the outside world or in the companies themselves. The urge for modernizing Governance within Businesses in light of ESG brings new challenges but also new opportunities worth analysing.
Course 5: Navigating Corporate Banking: Essentials and Insights
This course is a masterclass in Corporate Banking, giving all essential insights into the skills and knowledge needed to work at a Corporate Bank. The course explains how Corporate Banks work in the economy and their importance in developing the society and communities they serve.
During the course I go trough in detail about the three main departments in a Corporate Bank - Corporate Clients, Corporate Lending and Risk Management. Students will be able to understand what is done inside the Bank in each of these departments and how it all is interconnected.
After taking the course, students will be able to better prepare for job interviews at a Bank, or perform better at their banking jobs if they already have one.
I aim to inspire young professionals to become the responsible bankers we so need in the Financial Industry, by passing no my knowledge of over 25 years as a Corporate Banker active in the three departments, and also as a Senior Manager hiring talent for the bank over the years.