1. Programme:
Summer School on Social Banking 2010
As of 5 July 2010
Banking on values – what values?
Summer School on Social Banking 2010
18 to 23 July 2010 in Florence, Italy
Programme overview
Day Main topic Info
Sunday Introduction Arrival: 11.30 AM to 15:00
18 July 2010 Values? Why Values? And What Values? Start of the Programme at 15:30
Lectures, World Café and
Welcome Evening
Monday Ethical Challenges in Lectures, Discussions,
19 July 2010 Banking and Finance Working Groups, Panel Discussion
Free evening
Tuesday Best Practices Lectures, Discussions,
20 July 2010 Established value-based Products Working Groups
and Services in Banking and Finance Public Lecture in the evening
in the centre of Florence
Wednesday New Developments Lectures, Discussions,
21 July 2010 In value-based Banking and Finance Open Space, Panel Discussion
Public Lecture in the evening
Thursday Organisational and Lecture, Discussions, Workshop,
22 July 2010 Individual Competences Pathfinder Session
for value-based Banking and Finance „Banquette“ in the centre
of Florence
Friday The Future of (Social) Banking Lectures, Discussion
23 July 2010 Outlook and Round-Up
Departure at 13.30
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www.social-banking.org/summer-school

2. Speakers
Paul Dembinski
Mirjam Fochler
Summer School on Social Banking 2010
Jean Pierre Caron
Pierre Aeby Katharina Beck Ugo Biggeri
Leonardo Becchetti
Julian Kühn
Rolf Kerler
Ulrike Lohr
Markus Heidenreich
Christophe Guene Silke Helfrich
Malcom Hayday
Andreas Neukirch
James Niven Lars Pehrson
Ricardo Milano
Lothar Lochmaier Marco Morganti
Robert McNeer
Shelley Sacks
Ulrich Thielemann
Andreas Weber
Chris Seeley Simone Siliani Antje Tönnis
Axel Schmidt
Rosl Veltmeijer-Smits Els Verhagen Olaf Weber Stefano Zamagni
Edy Walker
The goals of the Summer School
The International Summer School on Social Banking provides a unique opportunity for interested
and engaged people to meet and develop new perspectives on banking and finance.
Goals
Within the Summer School, we
• create awareness for the role of banks in society and the economy,
• present cases and best practices of already existing socially oriented banks and
banking products,
• question the personal relationship to money and the present banking system,
• offer spaces for creative and solution-oriented discussions on banking and
finance and their role in society,
• critically reflect on the concepts and ideas behind socially oriented banking.
In addition to introducing Social Banking in general, every International Summer School on Social
Banking addresses a main topic.
In 2010, we focus on “Banking on values” and ask “what values?” these actually are. As banking is
a social interaction, we will also link these discussions to our personal values.
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3. Sunday, 18 July 2010
Summer School on Social Banking 2010
Sunday‘s topic:
Introduction: Values? Why values? And what values?
Time Topic Speaker
11:30 Arrival & Check-In
15:00 Welcome Katharina Beck (Moderator;
l Introduction of the ISB and Villa la Stella Managing Director Institute for
l Introduction of the participants Social Banking, Germany)
Mirjam Fochler (Organiser;
Institute for Social Banking, Germany)
Ugo Biggeri (Chairman of the Board of
Directors of Banca popolare Etica, Italy)
15:30 Engagement: Shelley Sacks
“Building our resources: 2 questions to (Director of Social Sculpture
accompany us during the conference: Research Unit,
What do I need/want?” Oxford Brookes University, UK)
15:45 Input: Rolf Kerler
„An individual’s perspective on (Co-Founder and Member of the
values, money and banking“ Supervisory Board of GLS Bank
and Weleda AG, Germany)
16:30 World-Cafe on values & banking Chris Seeley
(Co-Director of the Ashridge Masters
in Sustainability and Responsibility,
Ashridge Business School;
and Social Clowning, UK)
18:30 Input: Ricardo Milano
„Florence and central Italy: people and (Banca Etica, Italy),
places where banks and social banks Simone Siliani
were born.“ (Fondazione Banca Etica, Italy)
19:30 Dinner
20:30 Input & Discussion: Andreas Weber
„’Bio-Capital’: The role of (Independent Writer,
finance/banking in the problems we face Author of “BioKapital”, Germany)
and in their solution“
22:00 Bar at Villa la Stella
3

4. Monday, 19 July 2010
Summer School on Social Banking 2010
Monday‘s topic:
Values in/vs. Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Workshop: Shelley Sacks, Chris Seeley
l (Value)-Dialogue (Social Sculpture, UK)
l Appreciative Inquiry
l Learning-styles and how to make the
best of this event
l Deep Listening
l Creating images
11:00 Coffee
11:30 Input & Discussion: Ulrich Thielemann
„The role of social banking for a (Institute for Business Ethics,
good market economy. University of St. Gallen, Switzerland)
Ethical visions and challenges.“
13:00 Lunch
15:00 The value „pitch“, various practical Pierre Aeby
perspectives on banking on values: (CFO Triodos Bank, NL),
(8-9 minutes each) Helmut Bachmayer
„Different or not so different (President of the Development
perspectives on values in banking“ Association Ethical Banking, Italy),
Ugo Biggeri
(CEO Banca Etica, Italy),
Jean Pierre Caron
(Vice-President Board La Nef,
France),
Malcolm Hayday
(CEO Charity Bank, UK),
Marco Morganti
(Banca Prossima, Italy),
Andreas Neukirch
(Board of GLS Bank, Germany),
James Niven
4 (Global Alliance for Banking
on Values, UK),

5. Monday, 19 July 2010
Summer School on Social Banking 2010
Time Topic Speaker
Lars Pehrson
(CEO Merkur Bank, Denmark),
Edy Walker
(CEO Alternative Bank, Switzerland)
17:00 Coffee
17:30 Group-work: Shelley Sacks and
Challenging (the) values of banks Chris Seeley
18:30 Panel discussion and Q & A All representatives of the
afternoon presentations
Moderation by
Shelley Sacks and Chris Seeley
19:20 Check-Out: Katharina Beck
„(Self)-reflection“
19:30 Dinner
21:30 Bar at Villa la Stella
and/or free evening
5

6. Tuesday, 20 July 2010
Please note: Announcements with (tbc) are still to be confirmed.
Summer School on Social Banking 2010
Tuesday‘s topic:
Best Practices: Established Products and
Services in value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
Morning Topic: Different Qualities and
practices of money
09:30 An introduction to the different Julian Kühn
qualities of money (Executive Director,
Institute for Social Banking ,
Germany)
10:05 Input & Discussion Banca Etica (tbc)
Ethical Loan
11:00 Coffee
11:30 Input & Discussion Pierre Aeby
Ethical investments, shares (CFO, Triodos Bank)
12:15 Input & Discussion Antje Tönnis
Financing change through giving – (Public Relations,
an integral part of social banking GLS Treuhand, Germany)
13:00 Lunch
Afternoon Topic: Micro-Finance
15:00 Parallel streams
„Microfinance re-evaluated“ Moderation: Christoph Guene
(Co-Founder of SoFi, Belgium)
Input & Discussion I:
„Microfinance in the South - Ulrike Lohr
the Oikocredit approach“ (Oikocredit, Germany)
Input & Discussion II:
„Microfinance in the North: Markus Heidenreich
(What) Can it learn from the South?“ (GLS Bank, Germany)
6

7. Tuesday, 20 July 2010
Please note: Announcements with (tbc) are still to be confirmed.
Summer School on Social Banking 2010
Time Topic Speaker
17:00 Travel to Palazzo Vecchio
18:00 Welcome note Dario Nardella
at Palazzo Vecchio (Vice-Mayor of Florence, Italy)
18:15 Public lecture & Discussion: Leonardo Becchetti
„The economic relevance of (Prof. of Economics, University of
Social Banking“ Rome “Tor Vergata”, Italy)
20:30 Interactive Evening Event in the Centre All
of Florence
Banking/Money changing in practice
and
Dinner
7

8. Wednesday, 21 July 2010
Summer School on Social Banking 2010
Wednesday‘s topic:
New Developments in value-based
Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input & Discussion: Lothar Lochmaier
„Social Banking 2.0 - (Independent Writer, Germany)
the future of Finance?“
11:00 Coffee
11:30 Open Space Session Facilitation: Chris Seeley
(Ashridge Business School)
13:00 Lunch
15:30 Open Space Session Facilitation: Chris Seeley
17:00 Coffee
Evening topic: Labels and Ratings
17:30 Inputs:
Input I Axel Schmidt
„The Value of Sustainability in (GLS Bank, Germany)
Social Banking“
18:00 Input II Olaf Weber
„Measuring the non-monetary (Associate Prof.,
(social and/or ecological) impact of banks: Export Development Chair in
The value of „Labels“ and „Ratings“ Environmental Finance,
University of Waterloo, Canada;
18:30 Input III Rosl Veltmeijer-Smits
„Sense and Nonsense of Engagement“ (Head of Research, Triodos Bank,
Netherlands)
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9. Wednesday, 21 July 2010
Summer School on Social Banking 2010
Time Topic Speaker
19:30 Dinner
20:30 Panel Moderator : Katharina Beck (ISB)
„The value of ‘labels’ and ‘ratings’ ”
21:30 Bar at Villa la Stella
9
7

10. Thursday, 22 July 2010
Summer School on Social Banking 2010
Thursday‘s topic:
Organisational and Individual Competences
for value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input: Els Verhagen
„Value driven Human Resources (Triodos Bank, HR Manager)
Management”
10:00 Creative Workshop with Els Verhagen
„Designing the perfect banker“
11:30 Coffee
12:00 Input & Discussion Els Verhagen
„Competences of Social Bankers - views
from the HR perspective of a Social Bank“
13:00 Lunch
15:30 Parallel Workshops Katharina Beck
(ISB)
Workshop I: Mirjam Fochler
„Pathfinder: Putting it all into pratice - (ISB)
on an individual level“
Workshop II: Chris Seeley
„Change Management: Putting it all into (Ashridge Business School)
practice - on an organisational level“
18:00 Travel to
Biblioteca delle Oblate
19:00 Public Lecture & Discussion: Stefano Zamagni
„The possibility and necessity of Social (Prof. of Political Economics at the
Stock Exchange“ Faculty of Economics of the
and University of Bologna and
„Finance: A servant or deceiver?“ Adjunct Professor of International
Political Economy at the Johns
Hopkins University, Bologna Center,
10 Italy)

11. Thursday, 22 July 2010
Summer School on Social Banking 2010
Time Topic Speaker
Paul Dembinski
(Prof. at University of Fribourg,
Director of The Observatoire de la
Finance, Switzerland)
20:30 Banquette at the terrace of Biblioteca
delle Oblate with a view on
Florence‘s Cathedral
Italian food and music
11

12. Friday, 23 July 2010
Summer School on Social Banking 2010
Friday‘s topic:
The future of value-based Banking and Finance
Time Topic Speaker
09:00 Check-In, Take-off, Engagement Katharina Beck
Images of and reflection on (ISB)
previous day, out-look on present day Shelley Sacks
(Social Sculpture)
09:30 Input & Discussion: Silke Helfrich
„Introduction to Commons“ - (Independent Writer,
and first steps to apply the concept Author of “Wem gehört die Welt?:
to banking and finance“ Zur Wiederentdeckung der
Gemeingüter”, Germany)
Antje Tönnis
(Public Relations,
GLS Treuhand, Germany)
11:00 Coffee
11:30 Group Work: Moderation: Katharina Beck
Creative Outlook: The future of (Social) Shelley Sacks
Banking and Finance
12:15 Closing Note Julian Kühn
(Executive Director,
Institute for Social Banking ,
Germany)
12:30 Closure: Katharina Beck, Shelley Sacks
Evaluation and comments and all
Picture Credits: S. 2, 12, 13: Katharina Beck, S. 3: Institute for Social Banking
13:00 Lunch
13:30 Departure and farewell
CU in 2011
12 www.social-banking.org/summer-school