Corporate Governance Seminar for Bank Directors – Oct 14 -15

FOR : ALL PARTICIPATING RURAL BANKS

SUBJECT : BASIC COURSE ON CORPORATE GOVERNANCE FOR BANK DIRECTORS

The Rural Bankers Association of the Philippines (RBAP), through the Rural
Bankers’ Research and Development Foundation, Inc. (RBRDFI) is pleased to
announce that it will conduct the seminar-workshop described below as part
of its continuing strategy to strengthen the rural banking industry:

Course Title

Basic Course on Corporate Governance For Bank Directors

Training Venue
Gov. Licaros Hall, RBAP Bdlg., A. Soriano Ave. cor. Arzobispo, St.,
Intramuros, Manila

Date and Duration
October 14-15, 2016 (Friday–Saturday) 2 days (8:30AM-5:00PM)

Pursuant to the following BSP Circulars

  • a) Cir. No. 296 prescribing the minimum qualifications of a bank director,
    a director must have attended a special seminar for board of directors conducted or
    accredited by BSP…That incumbent directors as well as those who will be
    elected…must attend said seminar within a period of six (6) months…from
    the date of their election,
  • b) Circulars No. 749 and 757 sets new guidelines in strengthening the
    Corporate Governance in Financial Institutions”.

Registration Fee

  • a) For Members Only
    Early bird rate of Five Thousand Two Hundred Pesos only (P5, 200.00)/ per
    registrant on or before September 30, 2016
  • b) Five Thousand Eight Hundred Pesos only (P5, 800.00)/ per registrant after
    September 30, 2016.
  • c) Six Thousand Nine Hundred Sixty Pesos only (P6, 960.00).♣
    Non-member rural banks. To avail of the regular registration fee,
    non-member banks are encouraged to apply for membership with RBAP/RBRDFI.
    Please call RBAP for details.

Training Policies:

  1. Before you deposit the registration fees, book your ticket (airline)
    and secure accommodations, confirm first with RBAP-RBRDFI your training
    slot, and wait for RBAP-RBRDFI acknowledgement on such reservation.
    RBAP-RBRDFI will not be liable for any damage caused by unconfirmed
    reservation(s). Likewise, once training is FULL, RBAP-RBRDFI has the right
    to refuse participation or reimbursement on any damage brought by
    unconfirmed reservations.
  2. Deadline for submission of registration is not later that October 10,
    2016.
  3. A Non-Refundable commitment fee of P2, 900.00 per participant. Payments
    can be remitted to the Rural Bankers Research and Development Foundation,
    Inc. bank account (Land Bank of the Philippines – Intramuros Branch
    Savings Account Number 0012-1046-26). Proof of payment (i.e., deposit
    slip) should be sent immediately verification at (02) 527-2980. Check
    payments, should be payable to Rural Bankers Research and Development
    Foundation, Inc. (RBRDFI)
  4. Reservation via telephone conversation is accepted. However,
    Registration Form and fee must be settled 10 days prior the seminar date
    or October 04, 2016. Otherwise, reservation is considered cancelled.
  5. Cancellation Policy:
  • a) 10 days prior the seminar date is entitled for a full refund. *Regular
    Rate only
  • b) 3 days prior to the seminar date is entitled for a half refund *
    Regular Rate only
  • c) Participants who have paid but failed to show up for the seminar will
    only be entitled to a rebate of 50% of the total registration fee.
    (Regular Rate only)
  • d) For special cases (health, accident etc.), kindly coordinate with
    RBRDFI staff for refund procedures and requirements.

Please note that this is a live-out seminar.

Basic Microinsurance Course on September 28-29, 2016, Manila

Posted: 07 Sep 2016 08:07 PM PDT

BASIC MICROINSURANCE TRAINING COURSE

Date: September 28-29, 2016 (Wednesday-Thursday)

Venue: Gov. Licaros Hall, RBAP, Intramuros, Manila

Time: 8:00am to 5:00pm

Course Objectives

This training aims to enhance the capacity of rural banks to serve as effective access points for microinsurance services for its low-income clients.

It also designed to ensure bank compliance with the following regulations:

BSP Circular 683-2010: Marketing, Sale and Servicing of Microinsurance Products
Joint IC-CDA-SEC Memo Circular 1-2010: Defining Government’s Policy on Informal Microinsurance Services
Insurance Commission Memo Circular 1-2010: Regulations for the Provision of Microinsurance Products and Services (i.e. Institutional MI Agents)

Seminar Methodologies:

Cases, Small and Big Group Discussions, Business Games, Lectures

III. Expected Participants:

Bank Heads/Managers, Compliance Officers, Marketing Staff/Officers, Business Development Officers, Microfinance Supervisors/Staff, Loans Officers/Supervisors, Account Officers

SEMINAR FEE

For Member only
Early bird – Php 3,600 (on or before September 20)
Regular Rate – Php 3,800

Non-Member Rate – Php 4,560

MODE OF PAYMENT

Check payable to:

Rural Bankers Research & Development Foundation Inc.

Bank: Land Bank of the Philippines – Intramuros Branch

Account Name: RBRDFI

Savings Account No: 0012-1046-26

Deadline for submission of registration is not later than September 26, 2016

We wish to reiterate the value of assigning two (2) or more participants from each bank, one of whom should be a permanent staff, able to serve as microinsurance soliciting officer or point person of the bank.

Download files: Microinsurance Training circular Confirmation Sheet

Basic Microinsurance Course on September 28-29, 2016, Manila

BASIC MICROINSURANCE TRAINING COURSE 

Date: September 28-29, 2016 (Wednesday-Thursday)

Venue: Gov. Licaros Hall,   RBAP, Intramuros, Manila

Time:    8:00am to 5:00pm

 

  1. Course Objectives

This training aims to enhance the capacity of rural banks to serve as effective access points for microinsurance services for its low-income clients.

It also designed to ensure bank compliance with the following regulations:

  • BSP Circular 683-2010: Marketing, Sale and Servicing of Microinsurance Products
  • Joint IC-CDA-SEC Memo Circular 1-2010: Defining Government’s Policy on Informal Microinsurance Services
  • Insurance Commission Memo Circular 1-2010: Regulations for the Provision of Microinsurance Products and Services (i.e. Institutional MI Agents)
  1. Seminar Methodologies:

Cases, Small and Big Group Discussions, Business Games, Lectures

III. Expected Participants: 

    Bank Heads/Managers, Compliance Officers, Marketing Staff/Officers, Business Development Officers, Microfinance Supervisors/Staff, Loans Officers/Supervisors, Account Officers

SEMINAR FEE

  • For Member only
  • Early bird – Php 3,600 (on or before September 20)
  • Regular Rate – Php 3,800

Non-Member Rate – Php 4,560

MODE OF PAYMENT

Check payable to: 

      Rural Bankers Research & Development Foundation Inc.                 

Bank:  Land Bank of the Philippines – Intramuros Branch

Account Name: RBRDFI

Savings Account No: 0012-1046-26 

Deadline for submission of registration is not later than  September 26, 2016

We wish to reiterate the value of assigning two (2) or more participants from each bank, one of whom should be a permanent staff, able to serve as microinsurance soliciting officer or point person of the bank.

Download files: Microinsurance Training circular Confirmation Sheet

BSP Supervisory Process & Examination Approach on Bank’s Compliance – Oct 17 -Butuan City

One-Day Orientation/Briefing on BSP Supervisory Process and Examination
Approach on Monitoring Bank’s Compliance with the Single Borrower’s Limit

The Bangko Sentral ng Pilipinas, through the Central Point of Contact
Department III (CPCD III) and Examination Department III (ED III) and in
partnership with the Rural Bankers Association of the Philippines (RBAP)
invite you to attend the One-Day Orientation/Briefing of BSP Supervisory
Process and Examination Approach on Monitoring Bank’s Compliance with the
Single Borrower’s Limit.

DATE & VENUE
October 17, 2016 (Monday)

AMARIS SUITES
Rosario’s Restaurant & Convention Center J.P. Rosales Ave., Butuan City
Tel. No. 085-341-7379

RESOURCE SPEAKERS
Bangko Sentral ng Pilipinas

CARYL T. VALDEZ – Deputy Director, ED III
ALDRIN JAVIER – Deputy Director, CPCD III

TOPICS

1. BSP Supervisory Process

2. Compliance System
* Expectations of Compliance System

3.BSP Supervisory Enforcement Policy
* Enforcement framework

4.Expectations on Compliance with the Single Borrowers Limit (SBL)

EXPECTED PARTICIPANTS:

President, Chief Compliance Officers and Heads of Credit Risk Management
(CRM) /Loans Department

Should you be interested, kindly submit the CONFIRMATION FORM
training@rbap.org on or before OCTOBER 10, 2016. Lunch and
morning/afternoon snacks will be served. Please note that this is a
live-out seminar. Accommodation is on a first come, first serve basis due
to seats limit.

Download confirmation sheet in PDF

 

Corporate Governance Seminar – Aug 23-24, 2016

FOR : ALL PARTICIPATING RURAL BANKS

SUBJECT : BASIC COURSE ON CORPORATE GOVERNANCE FOR BANK DIRECTORS

The Rural Bankers Association of the Philippines (RBAP), through the Rural
Bankers’ Research and Development Foundation, Inc. (RBRDFI) is pleased to
announce that it will conduct the seminar-workshop described below as part
of its continuing strategy to strengthen the rural banking industry:

Course Title

Basic Course on Corporate Governance For Bank Directors

Training Venue

Gov. Licaros Hall, RBAP Bdlg., A. Soriano Ave. cor. Arzobispo, St.,
Intramuros, Manila

Date and Duration

August 23-24, 2016 (Tuesday –Wednesday) 2 days (8:30AM-5:00PM)

Pursuant to the following BSP Circulars
a) Cir. No. 296 prescribing the minimum qualifications of a bank director,
a director ‘must have attended a special seminar for board of directors conducted or
accredited by BSP…That incumbent directors as well as those who will be
elected…must attend said seminar within a period of six (6) months…from
the date of their election,

b) Circulars No. 749 and 757 sets new guidelines in strengthening the
Corporate Governance in Financial Institutions”.

Registration Fee
a) For Members Only
Early bird rate of Five Thousand Two Hundred Pesos only (P5, 200.00)/ per
registrant on or before August 08, 2016

b) Five Thousand Eight Hundred Pesos only (P5, 800.00)/ per registrant after
August 08, 2016.

c) Six Thousand Nine Hundred Sixty Pesos only (P6, 960.00).♣
Non-member rural banks. To avail of the regular registration fee,
non-member banks are encouraged to apply for membership with RBAP/RBRDFI.
Please call RBAP for details.

Download the Confirmation Sheet in PDF

Credit & Collection Management – July 20, 2016

Date: July 20, 2016 (Wednesday)
Venue: Gov. Licaros Hall, RBAP Bldg, Intramuros, Manila
Time: 8:30am to 5:00pm

Resource Person:
MR. GARY JOSEPH C. SANTOS, LLB
Trainer in Credit & Collection and Small Claims Cases/Court, Consultant
for Various Lending, Distribution, Real Estate and Transportation Firms

Seminar Fee:

1. Early bird – P2,300
(on or before July 01, 2016)
2. Regular Rate – P2,600 (After July 01, 2016)
3. Non-Member/Delinquent – P3,120
Mode of Payment

• P1,300.00 – Non-Refundable commitment fee per participant.
• Account Name RBRDFI
LBP – Intramuros Branch
• Savings Account No. 0012-1046-26).
• Proof of payment fax to (02) 527-2980.
• Check payments, should be payable to (RBRDFI).

Overview

An efficient Credit & Collection Team improves asset quality and realize
profit, not to mention its vital role in minimizing risk of monetary
losses brought by costly collection and litigation expense. The seminar
hopes to realize the participants that there is more in Collection than
just collecting money.

Objectives
At the end of the Seminar, participants are expected to:
• Draft or improve existing Credit and Collection Policies, Procedure and
Guidelines
• Strengthen Credit Evaluation and Risk Management Practices (BSP Cir. 855)
• Be able to minimize risk in granting credit
• What to look at in evaluating credit application
• Know the Key Result Areas of Credit and Collection
• Avoid loop holes in implementing Legal Remedies
• Know the appropriate Legal Remedy for a particular portfolio
• Know the Best Practices in Credit and Collection
.
Seminar Methodologies

Lectures & Principles, Actual Application, War Stories and Applicable
doctrines decided by Supreme Court of the Philippines

Expected Participants

Head of Credit Department, Loan Officer, Microfinance Officer, Credit,
Billing and Collection Supervisors and Managers, Finance Officers and CIs

COURSE OUTLINE

Course Outline

1) Credit Management

a) Nature of Credit
b) Importance of Credit and Collection

c) Six Cs of Credit/ Basis of Granting Credit
d) Establishing an Appropriate Credit Risk
e) Sound Credit Granting Process
f) Maintaining an Appropriate Credit Admin, Measurement and Monitoring Process
g) Maintaining an Appropriate Credit Control Process

2) Collection Management

a) Concept of Collection Management
b) Basis of Collection
c) Bucketing your receivables
d) Pre Delinquency Activities
e) Collection Activities
f) Tele Collection Techniques
g) Demand Letters –Essential contents
h) Legal Remedies

Download the Confirmation sheet in PDF

Internal Audit Training -A Practical Approach – July 08-09, 2015

Date: July 08-09, 2016 (Friday-Saturday)
Venue: Gov. Licaros Hall, RBAP, Intramuros, Manila
Time: 8:30am to 5:00pm
Resource Person:
RESOURCE PERSON
MR. GIL M. SORITA, CPA, CIA,CISA, MBA
Bank Executive Officer, Accredited External Quality Assurance Validator
for Internal Audit Activity

Seminar Fee:
MEMBER ONLY
1. Early bird – P4, 500 (on or before Jun. 17, 2016)
2. Regular Rate – P4, 800 (After Jun. 17, 2016)

Non-Member/Delinquent – P5,760

Mode of Payment

• A Non-Refundable commitment fee of P2,400.00 per participant.
• Bank account (LBP – Intramuros Branch Savings Account Number 0012-1046-26).
• Proof of payment fax to (02) 527-2980.
• Check payments, should be payable to (RBRDFI).

Seminar Methodologies

Lecture, Discussions and Practical Activities / Simulations. The lecture
provides practical concepts.

Expected Participants

Internal Auditor, Bookkeeper, Compliance Officer, Risk Management
Committee –Director, President, Branch Managers

I. Objectives
1) To recognize and emphasize the importance of control points/processes.
a. Learn practical applications of audit and internal control
procedures.
b. Identify and be able to implement key infrastructure policies,
procedures and processes.
2)To meet BSP’s expectation on bank’s internal audit department
3)To complement risk based auditing

COURSE OUTLINE

Overview of the principles
➢ A. BSP expectations relevant to the internal audit function
1. The internal audit function (BSP 499 s.2005)
2. Key features of the internal audit function
3. Qualification Standards of the Internal Auditor
4. Scope of activity
5. Corporate governance considerations
6. The internal audit charter
➢ B. International Standards for the Professional Practice of
Internal Auditing (Standards)
➢ C. Definition of Internal Auditing
➢ D. Code of Ethics
➢ E. Development of Internal Audit Strategic Plan
➢ F. Difference between Internal and External audit
➢ G. Managing the Internal Audit Department
➢ H. Audit Objectives and the Audit Process
➢ I. Planning the Audit
a. Introduction
b. Preliminary Survey
c. Development of an overall audit plan
d. Co-coordinating the work to be performed

➢ J. Establishing the Degree of Reliance on Internal Control
a. Introduction
b. Identifying, documenting and testing control procedures
c. Examples of controls
d. Inherent limitations of internal control
e. Considering the influence of environmental factors
f. Determining the nature, timing and extent of substantive tests
➢ K. Performing Substantive Procedures
a. Introduction
b. Audit techniques
c. Specific substantive procedure considerations
➢ L. Communicating Results
a. Audit Findings
b. Audit Report
➢ M. Monitoring Progress

Download the Confirmation Sheet in PDF

CLOSED – Corporate Governance for Bank Directors Seminar -May 19-20, 2016

FOR : ALL PARTICIPATING RURAL BANKS

SUBJECT : BASIC COURSE ON CORPORATE GOVERNANCE FOR BANK DIRECTORS

The Rural Bankers Association of the Philippines (RBAP), through the Rural Bankers’ Research and Development Foundation, Inc. (RBRDFI) is pleased to announce that it will conduct the seminar-workshop described below as part of its continuing strategy to strengthen the rural banking industry:

Course Title
Basic Course on Corporate Governance For Bank Directors

Training Venue
Gov. Licaros Hall, RBAP Bdlg., A. Soriano Ave. cor. Arzobispo, St.,
Intramuros, Manila

Date and Duration

May 19-20, 2016 (Thursday -Friday) 2 days (8:30AM-5:00PM)

Pursuant to the following BSP Circulars
a) Cir. No. 296 prescribing the minimum qualifications of a bank director,
a director ‘must have attended a special seminar for board of directors conducted or accredited by BSP…That incumbent directors as well as those who will be elected…must attend said seminar within a period of six (6) months…from the date of their election,

b) Circulars No. 749 and 757 sets new guidelines in strengthening the
Corporate Governance in Financial Institutions”.

Registration Fee
a) For Members Only
Early bird rate of Five Thousand Two Hundred Pesos only (P5, 200.00)/ per
registrant on or before April 20, 2016

b) Five Thousand Eight Hundred Pesos only (P5, 800.00)/ per registrant after
April 20, 2016.

c) Six Thousand Nine Hundred Sixty Pesos only (P6, 960.00).♣
Non-member rural banks. To avail of the regular registration fee,
non-member banks are encouraged to apply for membership with RBAP/RBRDFI.

Please call RBAP for details.

Training Policies:

1. Before you deposit the registration fees, book your ticket (airline)
and secure accommodations, confirm first with RBAP-RBRDFI your training slot, and wait for RBAP-RBRDFI acknowledgement on such reservation.

RBAP-RBRDFI will not be liable for any damage caused by unconfirmed reservation(s). Likewise, once training is FULL, RBAP-RBRDFI has the right to refuse participation or reimbursement on any damage brought by unconfirmed reservations.

2. Deadline for submission of registration is not later that May 13, 2016.

3. A Non-Refundable commitment fee of P2, 900.00 per participant. Payments can be remitted to the Rural Bankers Research and Development Foundation, Inc. bank account (Land Bank of the Philippines – Intramuros Branch Savings Account Number 0012-1046-26). Proof of payment (i.e., deposit slip) should be sent immediately verification at (02) 527-2980. Check payments, should be payable to Rural Bankers Research and Development Foundation, Inc. (RBRDFI)

4. Reservation via telephone conversation is accepted. However,
Registration Form and fee must be settled 10 days prior the seminar date or May 06, 2016. Otherwise, reservation is considered cancelled.

5. Cancellation Policy: –
a) 10 days prior the seminar date is entitled for a full refund. *Regular
Rate only
b) 3 days prior to the seminar date is entitled for a half refund *
Regular Rate only
c) Participants who have paid but failed to show up for the seminar will
only be entitled to a rebate of 50% of the total registration fee.
(Regular Rate only)
d) For special cases (health, accident etc.), kindly coordinate with
RBRDFI staff for refund procedures and requirements.

Download the Confirmation Sheet in PDF

Corporate Governance for Bank Directors Seminar -Mar 11-12, 2016

FOR : ALL PARTICIPATING RURAL BANKS

SUBJECT : BASIC COURSE ON CORPORATE GOVERNANCE FOR BANK DIRECTORS

The Rural Bankers Association of the Philippines (RBAP), through the Rural Bankers’ Research and Development Foundation, Inc. (RBRDFI) is pleased to announce that it will conduct the seminar-workshop described below as part of its continuing strategy to strengthen the rural banking industry:

Course Title

Basic Course on Corporate Governance For Bank Directors

Training Venue

Gov. Licaros Hall, RBAP Bdlg., A. Soriano Ave. cor. Arzobispo, St.,
Intramuros, Manila

Date and Duration

March 11-12, 2016 (Friday-Saturday)

2 days (8:30AM-5:00PM)

Pursuant to the following BSP Circulars
a) Cir. No. 296 prescribing the minimum qualifications of a bank director, a director ‘must have attended a special seminar for board of directors conducted or accredited by BSP…That incumbent directors as well as those who will be elected…must attend said seminar within a period of six (6) months…from the date of their election,

b) Circulars No. 749 and 757 sets new guidelines in strengthening the
Corporate Governance in Financial Institutions”.

Registration Fee
a) For Members Only
Early bird rate of Five Thousand Two Hundred Pesos only (P5, 200.00)/ per registrant on or before February 26, 2016

b) Five Thousand Eight Hundred Pesos only (P5, 800.00)/ per registrant after February 26, 2016.

c) Six Thousand Nine Hundred Sixty Pesos only (P6, 960.00).♣
Non-member rural banks. To avail of the regular registration fee,
non-member banks are encouraged to apply for membership with RBAP/RBRDFI. Please call RBAP for details.

Training Policies:

1. Before you deposit the registration fees, book your ticket (airline)
and secure accommodations, confirm first with RBAP-RBRDFI your training slot, and wait for RBAP-RBRDFI acknowledgement on such reservation.

RBAP-RBRDFI will not be liable for any damage caused by unconfirmed reservation(s). Likewise, once training is FULL, RBAP-RBRDFI has the right to refuse participation or reimbursement on any damage brought by unconfirmed reservations.

2. Deadline for submission of registration is not later that March 07, 2016.

3. A Non-Refundable commitment fee of P2, 900.00 per participant. Payments can be remitted to the Rural Bankers Research and Development Foundation, Inc. bank account (Land Bank of the Philippines – Intramuros Branch Savings Account Number 0012-1046-26). Proof of payment (i.e., deposit slip) should be sent immediately verification at (02) 527-2980. Check payments, should be payable to Rural Bankers Research and Development Foundation, Inc. (RBRDFI)

4. Reservation via telephone conversation is accepted. However,
Registration Form and fee must be settled 10 days prior the seminar date or February 26, 2016. Otherwise, reservation is considered cancelled.

5. Cancellation Policy: –
a) 10 days prior the seminar date is entitled for a full refund. *Regular
Rate only
b) 3 days prior to the seminar date is entitled for a half refund *
Regular Rate only
c) Participants who have paid but failed to show up for the seminar will only be entitled to a rebate of 50% of the total registration fee.
(Regular Rate only)
d) For special cases (health, accident etc.), kindly coordinate with
RBRDFI staff for refund procedures and requirements.

Please note that this is a live-out seminar.

Thank you very much.

Download the Confirmation Sheet in PDF

CANCELLED – Basic Microinsurance Training Course Feb. 29 – March 1, 2016

I. Course Objectives

This training aims to enhance the capacity of rural banks to serve as effective access points for microinsurance services for its low-income clients.

It also designed to ensure bank compliance with the following regulations:

  • BSP Circular 683-2010: Marketing, Sale and Servicing of Microinsurance Products
  • Joint IC-CDA-SEC Memo Circular 1-2010: Defining Government’s Policy on Informal Microinsurance Services
  • Insurance Commission Memo Circular 1-2010: Regulations for the Provision of Microinsurance Products and Services (i.e. Institutional MI Agents)

II. Seminar Methodologies:

Cases, Small and Big Group Discussions, Business Games, Lectures

III. Expected Participants:

Bank Heads/Managers, Compliance Officers, Marketing Staff/Officers, Business Development Officers, Microfinance Supervisors/Staff, Loans Officers/Supervisors, Account Officers

We wish to reiterate the value of assigning two (2) or more participants from each bank, one of whom should be a permanent staff, able to serve as microinsurance soliciting officer or point person of the bank.

Download the Confirmation Sheet in PDF

Financial Consumer Protection & Corporate Governance Seminars -Nov 25-28, 20115 in Butuan City

To All Participating Rural Bankers

The Caraga Rural Bankers Federation (CARBAF) in cooperation with the Rural Bankers Research & Development Foundation Inc. will sponsor two trainings to be held in Almont Inland Resort J.C. Aquino Ave., Butuan City.

1) Financial Consumer Protection
Nov. 25-26, 2015
Registration Fee of Ph 6,300 per participant
Inclusive of meals & handouts
Accommodation not included

Target Participants: Loan Officer’s IA’s CO’s

2) Corporate Governance
Nov. 27-28, 2015
Registration Fee of Ph 6,500 per participant
Inclusive of meals & handouts
Accommodation not included

Target Participants: Managers, BOD, Compliance Officers

Enclosed are Nomination Forms and Participant’s Profile Sheet for submission to CARBAF secretariat c/o Butuan City Rural Bank, Inc. email ad : butuancityrb@yahoo.com tel. now. (085) 341-5019 / 8155055 cel#
09173104659 Attn: Ms. Bella C. Hernandez.

Thank you very much.

Download the Seminar Details in PDF

Download the Participants Profile Sheet

Download the Nomination Form

Financial Consumer Protection (BSP Circular 857) Training in YTMI Event Center

Dear Batangas Rural Bankers,

This training course is now closed based on the maximum allowed number of reservations that were received to date.

Therefore, we will not be accepting any walk-in participants on-site.

Thank you for your overwhelming support and understanding.

FBRB. Ang bagong bayanihan!

Ricky Estrada

Basic Microinsurance Training moved to December 9-10, 2015

I. Course Objectives

This training aims to enhance the capacity of rural banks to serve as effective access points for microinsurance services for its low-income clients.

It also designed to ensure bank compliance with the following regulations:

  • BSP Circular 683-2010: Marketing, Sale and Servicing of Microinsurance Products
  • Joint IC-CDA-SEC Memo Circular 1-2010: Defining Government’s Policy on Informal Microinsurance Services
  • Insurance Commission Memo Circular 1-2010: Regulations for the Provision of Microinsurance Products and Services (i.e. Institutional MI Agents)

II. Seminar Methodologies:

Cases, Small and Big Group Discussions, Business Games, Lectures

III. Expected Participants:
Bank Heads/Managers, Compliance Officers, Marketing Staff/Officers, Business Development Officers, Microfinance Supervisors/Staff, Loans Officers/Supervisors, Account Officers

We wish to reiterate the value of assigning two (2) or more participants from each bank, one of whom should be a permanent staff, able to serve as microinsurance soliciting officer or point person of the bank.

IV. Course Outline
Day 1 : Module 1 – Microinsurance Basics

  • Definition and Target Market
  • Household Risk Coping Mechanisms
  • Fundamentals of Insurance and Microinsurance
  • Types of Insurance Products and Common Riders
  • Characteristics of a Good Microinsurance Product
  • Risks in providing microinsurance
  • Key Performance Indicators

Day 2: Module 2 – Microinsurance in the Philippines

  • Microinsurance Regulations in the Philippines
  • Licensing Process and Requirements for Rural Banks
  • Managing Microinsurance Disputes

Module 3 – Effective Marketing of Microinsurance

  • Addressing common misconceptions about insurance
  • Ensuring service quality and consumer protection
  • Ethical Standards of Practice

Download the Full Details and Confirmation Sheet in PDF

Financial Consumer Protection (BSP Circular 857) Training in YTMI Event Center

Dear Batangas Rural Bankers,

The Federation of Batangas Rural Bankers Inc. (FBRB) in cooperation with Rural Bankers Research and Development Foundation Inc. (RBRDFI) will be conducting a comprehensive training session on Financial Consumer Protection in response to BSP Circular 857 dated 21 November 2014.

The two-day training will be held 9:00 AM to 5:00 PM on October 28 to 29, 2015 at the Yazaki Torres Manufacturing Inc. (YTMI) Event Center located along the Maharlika Highway, Makiling, Laguna across the Lyceum of the Philippines Laguna Branch.

TOPIC
TRAINING ON FINANCIAL CONSUMER PROTECTION

DATE: October 28-29, 2015

VENUE: YTMI Event Center, Maharlika Highway, Makiling, Laguna

SPEAKER:
MR. DIEGO B. LEDDA, JR.
GM/Consultant
DREAMS Management & Financial Consultancy Services

SEMINAR FEE:

PH 5,000.00 / participant payable before the start of the seminar. Includes seminar materials, lunch and snacks. Checks payable to: FEDERATION OF BATANGAS RURAL BANKERS INC.

REGISTER TODAY! Maximum capacity is fifty (50) participants only. Recommended for all Bank Presidents, General Managers, Branch Managers, Compliance Officers and Internal Auditors. Refer to the attached course outline and speaker’s profile.

For registration and more information, call Sunrise RB at 043-3213050, 09175057196 or your District Vice Presidents.

FBRB. _Ang bagong bayanihan!_

Ricky Estrada

Download the Training Details in PDF

Download the Profile of Mr. Diego B. Ledda, Jr, in PDF

Corporate Governance for Bank Directors Seminar -Oct 06-07, 2015

FOR : ALL PARTICIPATING RURAL BANKS

SUBJECT : BASIC COURSE ON CORPORATE GOVERNANCE FOR BANK DIRECTORS

The Rural Bankers Association of the Philippines (RBAP), through the Rural Bankers’ Research and Development Foundation, Inc. (RBRDFI) is pleased to announce that it will conduct the seminar-workshop described below as part of its continuing strategy to strengthen the rural banking industry:

Training Venue

Gov. Licaros Hall, RBAP Bdlg., A. Soriano Ave. cor. Arzobispo, St., Intramuros, Manila

Date and Duration

October 06-07, 2015
(Tuesday -Wednesday) 2 days (8:30AM-5:00PM)

Pursuant to the following BSP Circulars
a) Cir. No. 296 prescribing the minimum qualifications of a bank director, a director ‘must have attended a special seminar for board of directors conducted or accredited by BSP…That incumbent directors as well as those who will be elected…must attend said seminar within a period of six (6) months…from
the date of their election,

b) Circulars No. 749 and 757 sets new guidelines in strengthening the Corporate Governance in Financial Institutions”.

Registration Fee
a) For Members Only
Early bird rate of Five Thousand Two Hundred Pesos only (P5, 200.00)/ per registrant on or before September 25, 2015

b) Five Thousand Eight Hundred Pesos only (P5, 800.00)/ per registrant after September 25, 2015.

c) Six Thousand Nine Hundred Sixty Pesos only (P6, 960.00).♣
Non-member rural banks. To avail of the regular registration fee,
non-member banks are encouraged to apply for membership with RBAP/RBRDFI. Please call RBAP for details.

Training Policies:

1. Before you deposit the registration fees, book your ticket (airline) and secure accommodations, confirm first with RBAP-RBRDFI your training slot, and wait for RBAP-RBRDFI acknowledgement on such reservation.

RBAP-RBRDFI will not be liable for any damage caused by unconfirmed reservation(s). Likewise, once training is FULL, RBAP-RBRDFI has the right to refuse participation or reimbursement on any damage brought by unconfirmed reservations.

2. Deadline for submission of registration is not later that October 02, 2015.

3. A Non-Refundable commitment fee of P2, 900.00 per participant. Payments can be remitted to the Rural Bankers Research and Development Foundation, Inc. bank account (Land Bank of the Philippines – Intramuros Branch Savings Account Number 0012-1046-26). Proof of payment (i.e., deposit
slip) should be sent immediately verification at (02) 527-2980. Check payments, should be payable to Rural Bankers Research and Development Foundation, Inc. (RBRDFI)

4. Reservation via telephone conversation is accepted. However,
Registration Form and fee must be settled 10 days prior the seminar date or September 25, 2015. Otherwise, reservation is considered cancelled.

5. Cancellation Policy: –
a) 10 days prior the seminar date is entitled for a full refund. *Regular Rate only
b) 3 days prior to the seminar date is entitled for a half refund *
Regular Rate only
c) Participants who have paid but failed to show up for the seminar will only be entitled to a rebate of 50% of the total registration fee.
(Regular Rate only)
d) For special cases (health, accident etc.), kindly coordinate with RBRDFI staff for refund procedures and requirements.

Please note that this is a live-out seminar.

Download the Confirmation Sheet in PDF