Digital Leadership Training Series:
Global FinTech Innovation and Industry Best Practices

數字領導力培訓系列:
「全球金融科技創新與行業最佳實踐」課程

PROGRAM HIGHLIGHTS

This “Global FinTech Innovation and Industry Best Practices Training Program” aims to explore the following 4 key questions with the participants, prepare and empower participants to take on the FinTech wave and seize the opportunities in the Greater Bay, South East Asia and key markets globally.

  1. What does the latest development of FinTech worldwide mean to financial services incumbents, start-ups, investors, regulators, governments, universities and students in the Greater Bay Area especially Macau?
  2. How to get the most out of this inevitable revolution to the financial services industry, especially in the Greater Bay Area and the SE Asia markets?
  3. How to innovate new business models for financial services with emerging technologies such as, AI, Big Data, Blockchain, Cryptography, API, IoT and AR/VR?
  4. What is the implication of the latest development of FinTech worldwide to Macau’s “Specialised Financial Services” strategy?

Dr. Toa Charm is the chief architect of this program.  He has over 30 years of experience in leading financial services incumbents, technology giants and innovative start-ups.  When he was the Public Mission Officer of Cyberport Hong Kong, he nurtured more than 300 FinTech start-ups, including TNG, WeLab, QFPay, Zhongan, Bowtie, OneDegree, Covergo, etc. Dr. Charm has teamed up with a group of experienced and passionate leaders from vibrant Fintech start-ups and global leading financial enterprises to design and create this program. All the trainers have in-depth industry experience from the world’s leading fintech hubs, including Hong Kong, Shenzhen, Shanghai, Beijing, Taiwan, the United Kingdom and the United States.

PROGRAM OBJECTIVE

Global FinTech Innovation and Industry Best Practices Program is designed to empower participants with practical fintech knowledge, including the latest business models, technologies, innovative mindset and culture, to take up the FinTech wave and seize the opportunities in the world.

The course will explore the following key topics with the participants:

  1. Core FinTech Concepts and Technologies
  2. Innovative Business Models of FinTech Unicorns
  3. FinTech Strategies of Financial Services Incumbents
  4. Values of Fintech Ecosystem to Financial Institutions and FinTech Start-ups
  5. FinTech Intrapreneurship and Corporate Innovation Management
  6. Future Trend and Development of Fintech

TARGET PARTICIPANTS

  1. Management and executives in financial services companies
  2. Management and executives in innovation and technology companies
  3. Management and executives in FinTech and Tech start-ups
  4. Government officials, regulators and policy makers
  5. Academia, researchers and university students

KEY TRAINERS

DR. TOA CHARM  湛家揚博士

  • Associate Professor, CUHK Business School
  • Chairman of Dr. Charm & Co. and OpenCertHub
  • Former Chief Public Mission Officer, Cyberport Hong Kong
  • Former Executive: HSBC, IBM, Oracle and Jardine Pacific
  • Chief Judge, 2020 & 2019 HK ICT Awards – FinTech
  • FinTech Advisory Panel, Hong Kong Institute of Bankers

MR. MICHAEL LEUNG  梁建文先生

  • Group CEO, BOA Financial Group
  • The Medal of HonourHong Kong SAR Government
  • Former CIO and COO, China CITIC Bank International
  • Former Deputy Chief Executive, China Construction Bank (Asia)
  • Doctor of Business Administration (candidate, CityU)

DR. DUNCAN WONG  王世松博士

  • Founder and CEO, CryptoBLK
  • Former VP, Applied Science and Technology Research Institute (ASTRI)
  • PHD, Northeastern University, US

DR. WING CHEUNG  張嶸博士

  • CEO and Chief Science Officer (CSO), Lattice
  • Former Head of Portfolio Analytics at Lehman Brothers
  • Former Head of Portfolio Analytics at Nomura (London)
  • PHD, Cambridge University, UK

MR. ALVIN KWOCK  郭彥麟先生

  • Founder & CEO, OneDegree
  • Head of Research, Asia-Pacific Head of Emerging Technology and TaiwanJP Morgan
  • MA degree in Social Science and a BA degree in Economics, the University of Chicago

MR. KEN LO  盧廷匡先生

  • Founding Member, ZhongAn International
  • Former Consultant, Mckinsey and E&Y
  • Former Management Trainee, HSBC
  • Master of Finance, Hong Kong University of Science & Technology

DR. DAVID MA  馬志偉博士

  • Co-founder and Chief Risk Officer, RTL Limited
  • Co-Founder & Advisor of Elite FinTech Startups in China
  • Former Head of Data Science, AIG, AIA, Citi Group and Bank of America
  • PHD, Yale University, USA

MR. JACOB WAI  韋達人先生

  • Founder & Managing Director, Toppix Holdings
  • Former CDO and CRO, MoneySQ
  • Former Executives of China CITIC Bank International, UBS AG and HSBC
  • Doctor of BA (candidate, University of Wales Trinity Saint David)

MR. EMIL CHAN  陳家豪先生

  • Chairman, Smart City Consortium Fintech Committee
  • Founder and Hon. Chairman, StartHK
  • Former Executive, Credit Suisse and BayernLB
  • MBA, University of Northern Iowa

PROGRAM DETAILS

The program contains 10 half-day modules and is conducted in 5 days:

  Morning Afternoon
Day One Module 1:

Global FinTech Trends & Ecosystem

Module 2:

Payment & Remittance

Day Two Module 3:

WealthTech and Robo-Advisory

Module 4:

Lending & Alternate Financing

Day Three Module 5:

Virtual Banking and Open Banking

Module 6:

AI, Machine Learning & Big Data

Day Four Module 7:

InsurTech

Module 8:

Blockchain & Cryptocurrency

Day Five Module 9:

RegTech, Compliance, Data Privacy and Cybersecurity

Module 10:

FinTech Intrapreneurship and Corporate Innovation

The class will be delivered in Cantonese and Putonghua.
The training materials are primarily in English.

Certification will be issued to those participants who have successfully met all the following criteria:

  1. Completed no less than 8 modules of the program
  2. Obtained a Grade C or above on the assessment test of each participated module
  3. Completed the final project of the program and obtained a Grade C or above

UPCOMING & PAST TRAINING

Executive Diploma in ASEAN Entrepreneurship & Market Development (2nd Cohort) 東盟創業與市場拓展行政人員文憑 (第二班) English Version 此課程適合有興趣將業務拓展到東盟地區或到東盟地區工作的商務人士、創業家和專業人員。 課程將會探討和分析東盟國家的投資生態系統和營商環境,助你在籌劃業務時充分掌握當地情況。 網上報名 為何選擇東盟? 近年東盟的增長驅動了不同行業的供應和需求,包括製造、建築、貿易、零售、當然還包括創科。東盟各國政府積極鼓勵外商投資、發展基礎設施和數字化轉型,推動東盟成為外商直接投資的重要目的地。 擁有5 億人口的東盟地區,是世界第三大人口經濟體以及 2.8 萬億美元的 GDP。 隨著超過5% 的預估年增長率,到 2050 年,東盟預計將超過歐盟和日本,成為世界第四大經濟體,僅次於中國、印度和美國。 東盟有超過8 億35 歲以下的人口(佔總人口的 58%),預計到 2030 年東盟的中產階級將達到 3.34 億(佔總人口的 51%) 可持續的城市化進程是東盟人口增長的關鍵因素。據估計,到 2050 年,將近七成的東盟人口會居住在城市地區 (來源: US-ASEAN Business Council) 根據政府工業貿易處的公布,香港與東盟的自由貿易協定(FTA)和投資協定(IA)已於2021年2月全面生效,讓香港中小企業和科技初創企業能夠進入東盟市場,鼓勵他們在東盟國開拓商機。 課程目標 通過此課程,學員能夠: 了解東盟各國的市場機遇和挑戰 理解東盟地區的消費行為和企業文化 掌握在東盟地區開拓新客戶和尋找當地合作夥伴的不同方法 熟悉並利用創業生態圈中的資源 認識東盟各國政府的招商政策 制定東盟市場的進入市場策略(go-to-market strategy)和行動計劃 課程大綱 日期
Seizing the opportunity in the #ASEAN market was my topic today at #InnoPreneur Meetup of #HKPC. I talked about the growth in ASEAN, opportunities & challenges to enter the market. We introduced the ASEAN #Entrepreneurship & Market Development Executive Diploma Programme jointly organized by HKPC and me. It aims to empower #SMEs & #startups to enter to the ASEAN market. Find out more about the program