London School of Management & Leadership

5 days 4-8 Dec 2017, London UK £4,995.00 + VAT* Download brochure Add to basket
5 days 9-13 Jul 2018, London UK £4,995.00 + VAT* Download brochure Add to basket
5 days 10-14 Dec 2018, London UK £4,995.00 + VAT* Download brochure Add to basket

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Over five days, this programme will offer you practical solutions for your management and leadership needs. This course offers unparalleled insight into the nuances of the financial sector and the unique way it operates. Crucially, it will also give you the tools you need to transform the way you and your staff work and enable you to succeed in an increasingly competitive marketplace.

How will this course assist you?

A practical 5-day course for managers in banking and finance, where you will:

  • Acquire an unparalleled insight into the financial sector and the unique way it operates
  • Transform the way you and your staff work to enable you to succeed in an increasingly competitive marketplace
  • Learn how to recruit, train, motivate and retain staff in order to achieve targets and bonuses
  • Gain innovative leadership and management techniques and skills
  • Effectively manage change to get the results you want


We work with a series of expert instructors, please select the course location of interest to review the credentials of who will be delivering the programme.

Sue Cooper & Morris Grossfeld

This course is taught by two Course Instructors

Sue Cooper

Sue is a business behaviour specialist, coach and organisational change consultant. She lectures in workplace psychology at the University of Westminster and has recently co-authored ‘Finance and Markets’, a text book for new entrants to the finance sector.

Her scope includes all of the psychological aspects of management and business development including leadership, teams, business innovation, strategy development and all aspects of increasing personal impact and leading others. Her style is energetic, informed, hard-hitting and humorous.

Sue has extensive senior management experience in blue-chip companies, broad business consultancy, organisation development, change management, teaching and coaching skills and an exceptionally impactful approach.

She spent the first 20 years of her career in blue chip retail organisations in senior trading and change management roles. Her career has also included senior-level experience in corporate strategy, HR and IT. She moved into management development 12 years ago.

Sue has a MA from Cambridge University, a Foundation Certificate in Psychotherapy and Counselling and is a member of the Institute of Transactional Analysis and is Myers Briggs certified.

Morris Grossfeld

Morris brings 25 years of corporate banking and treasury experience. He began his career at Chemical Bank (now JP Morgan Chase) in New York, and rose within six years to become the Head of Chemical Bank’s Eastern European Region. He then moved to Mobil Oil Corporation, working in corporate treasury and tax, and became head of Mobil’s overseas banking relationships and inter-company lending. He was sent to London as Corporate Treasurer of Mobil Oil Company Ltd., responsible for treasury, insurance and customer credit and 22 executives. He then became Treasurer for Northern Europe.

Morris was Group Treasurer of Forte PLC for 8 years and Group Treasurer of The Thomas Cook Group (treasury & turnover $20 billion and treasury profit $24 million annually) for 3 years, managing a team of 55 treasury and trading professionals. He was also responsible for the treasury staff training and development. For the last 14 years he has worked as a Course Director, coach and consultant across a breadth of business sectors and covering most management topics.

Morris got his BA Degree from Yale University and an MA in International Economic from Fletcher School of Law and Diplomacy.



Central London Hotel Venue

All courses are held at four or five star venues in Central London, Zone 1. We strive to provide you with a training environment of the highest quality, to ensure that the whole learning experience exceeds your expectations.

Your training venue will be confirmed by one of our course administrators approximately 3-4 weeks before the course start date.

Related Courses



Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.



Day 1: The Leadership challenge today for Financial Business Leaders

The Business context in financial institutions today

  • Banking- how is it changing and how does it need to change?
  • Case studies on organisational change in financial institutions - winners and losers in times of crisis

Creative thinking for financial institutions in difficult times

  • Incrementalism and step-change in financial institutions
  • Creative thinking styles: individual profiling
  • ‘Out of the box’ thinking: individuals work on their real leadership and business issues
  • Case study – applying creative thinking in a competitive banking environment
  • Exercises to apply these techniques to real business situations

Regulatory & Ethnical dilemmas in financial institutions today

  • Communication styles 
  • Traditional vs. Contemporary roles
  • Bridging the divide

What have we learned from the banking crisis?

  • Case Study 1: HSBC
  • Case Study 2: JP Morgan
  • Case Study 3: Northern Rock PLC
  • Case Study 4: Canada

Learning review

Day 2: Leading and Managing Others in Financial Institutions in Times of Crisis

Real leadership in today’s financial institutions

  • The minefield of Leadership theory
  • What people need from their leaders in difficult times
  • What kind of leader am I? Individual questionnaire and feedback

The financial business leader in difficult times

  • Why would anyone follow you in a crisis? (leveraging your leadership strengths)
  • Values-based leadership: Exercises to explore professional values
  • Establishing and conveying your brand as a Financial Business Leader

The people context in financial institutions today

  • What do people in financial institutions want from work right now?
  • The change imperative - the challenge for Business Leaders in difficult times
  • ‘The core of a strong workplace’ – motivation factors
  • Exploring Career Anchors

Making the most of individual difference in financial institutions today

  • The roots of individual difference (group exercise)
  • Personality: what it is and what that means for leaders
  • Personal profiling (a series of exercises and questionnaires to identify personality traits)

The ‘art and science’ of team performance

  • Teams are natural
  • 21st Century team complexity
  • Belbin’s hypothesis
  • Why Team Roles matter
  • Individual questionnaire and Team Role exercises

Leading a high-performance team in tricky times

  • Creating a balanced team
  • Building team capability and performance
  • Exploring team process and behaviour (exercise)
  • Increasing your personal effectiveness within a team (individual learning review following exercise)
  • Leading complex or non-traditional teams

Learning review

Day 3: Managing Performance in Today’s Financial Institutions

Managing performance in financial institutions today

  • Diagnosing individual performance (case studies)
  • Inspiring and developing high potential individuals (case studies and small group exercises)
  • Dealing with ‘problem’ employees - talented but not motivated

Managing people crises in financial institutions today

  • Managing restructurings
  • Dealing with underperformance (individual work with feedback)
  • Giving ‘bad’ news (individual work with feedback)

The coach’s tool-kit: essential skills and perspectives for bankers right now

  • The leader as coach in difficult times
  • The Coach’s tool-kit: essential skills and perspectives
  • Life Positions
  • Ego States and Transactions
  • Listening skills exercise
  • Modal preferences

Coaching in action

  • Coaching tools and processes
  • Using a coaching process
  • Practice sessions

Selecting the talent you need for financial institutions

  • Selection techniques – choosing the right tool to meet the need
  • Building the talent pool in your team
  • Increasing your ‘hit rate’ at interview (Financial Institution case study)

Communications for impact in financial institutions

  • High-impact presentations for Financial Institution managers (techniques and practice sessions)
  • Achieving clarity when presenting
  • Structuring presentations
  • Interacting with your audience
  • Maximising impact

Learning review 

Day 4: Crisis Management in Financial Institutions

People and change

  • How change affects the individual
  • Leading people through  change
  • Case study: the people effect of bank re-structuring and technological change

The run on the bank exercise

  • Dealing quickly and confidently with Change
  • How accurately can we imagine and how creatively can we adapt to the implications of a major change?
  • Working together for best results: Best practice Leadership and Followership

Managing conflict in today’s financial institutions

  • Establishing the root causes of conflict
  • Conflict modes
  • Identifying your conflict style
  • Exploring alternative approaches
  • The stages of conflict: productive and unproductive

Impact & influence in financial institutions

  • The power of influence
  • Investigating Language Patterns (NLP) to influence and build rapport
  • Increasing impact – The Currency Game

Learning review  

Day 5: Career Strategies in Financial Institutions after the Crash


  • Individual practice sessions with feedback

Cross-cultural challenges

  • Exploring the ‘unwritten rules’
  • Effective cross-cultural communication

The single initiative challenge

  • Managing key relationships
  • Creating a support network

Driving your career in the 21st century financial institution

  • 21ST Century career patterns in stability and crisis
  • Life roles
  • Identifying life stages
  • Plateauing and its implications
  • ‘If I were a rich man’ – exercise
  • How do I spend my time?
  • Driving your development as a Senior Financial Manager
  • Setting meaningful personal and professional goals - Development Planning

Support resources for personal development planning in financial institutions

  • Managing key relationships
  • Creating a support network

Course summary and close

Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product