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Monday, May 28, 2007 - Wednesday, May 30, 2007
Workshop: Bank as Creditor for Small and Medium-Size Enterprises (SMEs): Business Plan Analysis
Podgorica, Montenegro
On May 28-30, 2007 the Warsaw Institute of Banking (WIB) and the Association of Montenegrin Banks (AMB) held a workshop in Podgorica, Montenegro entitled, Bank as Creditor for Small and Medium-Size Enterprises (SMEs): Business Plan Analysis. This was a second joint WIB/AMB event co-financed by a PFS Program Grant. Please see the entry below dated April 23-25, 2007 for a description of the first event and the entry dated February 1, 2007 for a description of the PFS Program Grant.
The aim of this workshop was to increase the capacity of the Association of Montenegrin Banks and commercial bankers in Montenegro in the field of internal audit. The specific goals of the workshop were to: understand the specificity of SME lending, namely the sources of risk and how to mitigate them; consolidate the knowledge of how to build a classic business plan for an SME; develop practical skills in analyzing economic phenomena occurring in business operations of banks clients and their exposition in financial statements – to optimize the risk of banking products offered to those clients; acquire the skill of fast interpretation of SME reports and fast evaluation of their economic condition; gain practical knowledge in the area of data collection and SME overall credit analysis; and upgrade the skills in effective credit analysis of SMEs, with a particular focus on business plan and the evaluation of reliability of data provided.
12 participants attended the workshop, during which they followed the presentation delivered by Dariusz Pelc, WIB, and analyzed several case studies relatetd to SME credit analysis. The workshop was delivered in Polish with consecutive interpretation.
To download the course outline, presentation and list of participants please click on the links below:
Monday, April 23, 2007 - Wednesday, April 25, 2007
Workshop: Internal Audit in Banks
Podgorica, Montenegro
On April 23-25, 2007 in Podgorica, Montenegro Warsaw Institute of Banking (WIB) and the Association of Montenegrin Banks (AMB) held a workshop entitled, Internal Audit in Banks. The event was co-financed by a PFS Program Grant. Please see the entry below dated February 1, 2007 for a description of the PFS Program Grant.
The aim of this workshop was to increase the capacity of the Association of Montenegrin Banks and commercial bankers in Montenegro in the field of internal audit. The specific goals of the workshop were to: present the mechanisms which build the system of internal control; learn the tasks necessary to establish an internal audit unit; understand the rules which govern the work of an internal audit unit; recognize the stages of an internal audit process; and practice the skills of planning, performing and documenting an audit according to international standards of internal audit.
10 participants attended the workshop, during which they followed the presentation delivered by Dorota Korytowska, WIB, and worked on several practical exercises. The workshop was delivered in Polish with consecutive interpretation.
To download the course outline, presentation and list of participants please click on the links below:
Tuesday, March 6, 2007 - Wednesday, March 7, 2007
Study Visit of Kosovo Bankers Association to the Warsaw Institute of Banking and the Polish Bank Association
Warsaw, Poland
On March 6-7, 2007 representatives of the Kosovo Bankers Association (KBA) conducted a study visit to Poland to visit the Warsaw Institute of Banking and the Polish Bank Association.
During the study visit, the KBA obtained detailed information about the training programs delivered by the Warsaw Institute of Banking and advocacy programs undertaken by the Polish Bank Association. Since 2004, one important component of the PFS Program’s work is the exchange of experiences between financial sector institutions in the new member states of the European Union and counterpart institutions in South East Europe.
The study visit provided KBA with useful knowledge that will assist it in fulfilling its advocacy and training mandates. As a result of the discussions with the Polish Bank Association, KBA established three permanent consulting committees: a legal consulting committee, a committee on payments and an anti-money laundering committee. Following the study visit, KBA conducted a training needs analysis for 2008.
The study visit was co-financed by a PFS Program Grant. (See the entry below dated February 2, 2007.)
Friday, February 2, 2007
PFS Program Grant to Kosovo Bankers Association
On Friday, February 2, 2007 the PFS Program awarded a PFS Program Grant to the Kosovo Bankers Association to conduct a Study Visit to Poland to visit the Warsaw Institute of Banking and the Polish Bank Association.
The PFS Program grant is an outcome of the Study Visit to Warsaw, Poland for Representatives of South East European (SEE) Bank Associations / Bank Training Institutes organized by the PFS Program, the Warsaw Institute of Banking and
The Gdansk Academy of Banking on February 14-15, 2006. Representatives of the Association of Montenegrin Banks, Association of Serbian Banks, Kosovo Bankers Association and the National Bank of Serbia participated in the Study Visit.
The study visit will take place in March 2007. It will educate staff of the Kosovo Bankers Association about the wide range of training provided to Polish bankers by the respective Polish institutions. The Kosovo Bankers Association will also learn more about the institutional capacity of the two Polish bank training institutes. Following the study visit, the Kosovo Bankers Association will develop its training program for 2007 and draft a longer-term training strategy, utilizing the insights gained during the study visit.
Thursday, February 1, 2007
PFS Program Grant to Warsaw Institute of Banking
On Thursday, February 1, 2007 the PFS Program awarded a PFS Program Grant to the Warsaw Institute of Banking to conduct two training workshops in Montenegro in cooperation with the Association of Montenegrin Banks. The first workshop will train bankers on internal audit. The second workshop will train bankers on how to analyze business plans submitted by Small and Medium Size Enterprises (SMEs).
The PFS Program grant is an outcome of the Study Visit to Warsaw, Poland for Representatives of South East European (SEE) Bank Associations / Bank Training Institutes organized by the PFS Program, the Warsaw Institute of Banking and The Gdansk Academy of Banking on February 14-15, 2006. Representatives of the Association of Montenegrin Banks, Association of Serbian Banks, Kosovo Bankers’ Association and the National Bank of Serbia participated in the Study Visit.
Following the Study Visit, the Association of Montenegrin Banks conducted a needs assessment of its member banks to identify how to make best use of the expertise of potential Polish trainers. Upon review of the training needs identified in the needs assessment, the Association asked the Warsaw Institute of Banking to develop materials for the two above-mentioned training workshops. The Association of Montenegrin Banks, who will co-finance the project together with the Warsaw Institute of Banking and the PFS Program, will invite its member banks to participate in each of the workshops. Bankers and representatives of bank training institutes from neighboring countries will also be invited to participate in each of the workshops.
The workshops will take place in spring 2007.
Tuesday, February 14, 2006 - Wednesday, February 15, 2006
Study Visit to Warsaw, Poland for Representatives of South East European Bank Associations / Bank Training Institutes
Warsaw, Poland
On February 14-15, 2006 the PFS Program, the Warsaw Institute of Banking and The Gdansk Academy of Banking organized a Study Visit to Warsaw, Poland for Representatives of South East European (SEE) Bank Associations / Bank Training Institutes.
Representatives of the following institutions participated in the Study Visit: Association of Montenegrin Banks; Association of Serbian Banks; Kosovo Bankers’ Association; and the National Bank of Serbia.
During the Study Visit, representatives of the above-mentioned SEE institutions met representatives of the Warsaw Institute of Banking on February 14 and The Gdansk Academy of Banking on February 15, 2006.
The purpose of the Study Visit was two-fold:
1. Each of the two Polish institutions shared with colleagues from SEE institutions their respective experience/expertise in: establishing a self sustaining bank training institute; designing and conducting training for bankers; participating in European Union (EU) and international banking networks; and cooperating with foreign partners on specific projects.
2. The representatives of the SEE institutions had the opportunity to: (a) ask questions regarding the experience of the two Polish counterparts; and (b) brainstorm with the two Polish counterparts and other SEE institutions about potential future joint activities.
The Study Visit also facilitated informal discussions and an exchange of ideas among the SEE institutions for effective ways to cooperate.
Based on the interest and needs of the participating SEE institutions, a possible outcome of the Study Visit could be the submission of one or more joint SEE/Polish applications for a PFS Program Grant to co-finance institutional development, research and/or training.
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