Sustainable Finance
Transition Plans in the Financial Sector
Home - Transition Plans in the Financial Sector
EARLY BIRD DISCOUNT (-10%) until 11 February 2025
12/05/2025 - 14/05/2025
Location
EUI Premises in Florence
Download the programme
Registration Deadline
21/04/2025
Level
Intermediate, Introductory
Approach
Qualitative
Delivery mode
Residential
As banks adapt to new regulations and changing market dynamics, transition plans have become essential for shaping long-term strategies, engaging stakeholders, and managing risks. These plans outline how institutions intend to align their business models with a ‘net zero’ economy, incorporating sustainability into their governance, products, and services. In response to global initiatives aimed at improving the transparency and credibility of banks’ net zero commitments, the EU has introduced a range of new requirements, including corporate disclosure (CSRD), due diligence (CSDDD), and prudential transition risk (CRD6) regulations. Navigating this evolving regulatory framework presents significant challenges for banks and other financial institutions (e.g., insurers), prudential supervisors, and firms across the real economy, where decarbonization is essential for the transition.
Creating credible transition plans and assessing their effectiveness requires a multidimensional approach that considers legal, financial, commercial, and sector-specific perspectives. This FBF course draws on the expertise of a diverse faculty to equip participants with the necessary context, tools, and practical insights to manage transition plans in their organizations. Given the novelty of the topic, the course employs interactive lectures, group exercises, and open discussions (under Chatham House rule) to encourage critical analysis and dialogue about the development and future of transition plans.
Register by 11 February 2025 to enjoy a 10% EARLY BIRD DISCOUNT (see details in the ‘Fees’ section)
- Build confidence in understanding the implications of net zero transitions for financial institutions.
- Gain a thorough understanding of regulatory requirements for transition plans.
- Develop advanced knowledge of methodologies and approaches for preparing transition plans from both regulatory and banking perspectives.
- Equip participants with practical tools to actively contribute to transition planning in their professional roles.
- Critically assess the credibility and effectiveness of transition plans.
- Identify key challenges and limitations of transition plans, including their connections to taxonomies.
Representatives from financial and insurance supervisors, banks, other financial institutions, professional services (including consultants and law firms), supervisors, international, regional, and domestic development banks, international organisations, and academics.
Core Faculty
-
Gábor Gyura
Assistant Part-time Professor - Florence School of Banking and Finance
United Nations Environment Programme Finance Initiative
-
Pierre Schlosser
Deputy Director
Florence School of Banking and Finance
-
Agnieszka Smoleńska
Senior Policy Fellow
Centre for Economic Transition Expertise (LSE)
External Faculty
-
Simon Dikau
Distinguished Policy Fellow
London School of Economics
-
Susannah Fitzherbert-Brockholes
Director, Sustainable Finance
HSBC
-
Fabien Le Tennier
Policy Expert on sustainable finance
European Banking Authority
-
Leonardo Meeus
Director
Florence School of Regulation
-
Pierre Monnin
Senior Fellow
Council on Economic Policies
-
Petter Natås
Senior Sustainability Advisor
DNB Bank
-
Daisy Pacheco
-
Ira Poensgen
Policy Fellow
Centre for Economic Transition Expertise (LSE)
Monday, 12 May 2025
12:00 – 13:00 Lunch
13:00 – 14:00 Presentation of the School and of the course followed by a Tour de Table, outline of the course, ice breaking activity and concept mapping exercise
14:00 – 15:30 Session 1 – What is ‘net zero’ transition
15:30 – 16:00 Coffee Break
16:00 – 17:30 Session 2 – Transition plans: from market standards to mandatory requirements
17:30 – 18:30 Guided tour of Villa Schifanoia (optional)
Thursday, 13 May 2025
9:00 – 10:30 Session 3 – Micro and macro-prudential perspectives on transition planning
10:30 – 11:00 Coffee Break
11:00 – 12:30 Session 4 – Credible transition plans: scenario analysis, management quality and carbon performance
12:45 – 14:00 Lunch Break
14:00 – 15:30 Session 5 – Practical exercise the do’s and don’ts of transition plans
15:30 – 16:00 Coffee Break
16:00 – 17:30 Session 6 – Transition in the energy sector
17:30 – 18:00 Cocktail
18:00 – 18:45 Keynote speech followed by Q&A
Wednesday, 14 May 2025
9:00 – 10:30 Session 7 – Sectoral approaches in transition planning: real estate case study
10:30 – 11:00 Coffee Break
11:00 – 12:00 Session 8 – Sustainable finance in transition plans
12:00 – 12:30 Closing Q&A and remarks
12:30 – 13:30 Light lunch
FULL FEES, applicable from 12 February 2025 onwards*:
- € 950 – Academics
- € 2100 – Public sector
- € 2300 – Private sector
*Please note that the payment must be settled one week before the start of the course.
The fee includes tuition, access to all course materials and pedagogic activities, coffee and lunch breaks and social activities, as well as a certificate of attendance after the course has been completed. The fee does not include travel and accommodation expenses or other local transportation costs (taxis, private cars).
Please submit a certificate attesting your status of Professor, PhD Student or Research Associate to fbf@eui.eu before registering. FBF secretariat will provide you with a code to register. Seats for academics are limited.
EARLY BIRD DISCOUNT (-10%), applicable until 11 February 2025 COB:
Participants are eligible for the below early bird discount if they register and pay by 7 December 2024. Please note that those who wish to pay a reduced fee for academics must send proof of academic status to fbf@eui.eu in order to verify their eligibility.
- € 855 – Early bird academic*/ € 950 full fee (from 12 February)
- € 1890 – Early bird public sector / € 2100 full fee (from 12 February)
- € 2070 – Early bird private sector / € 2300 full fee (from 12 February)
The fee includes tuition, access to all course materials and pedagogic activities, coffee and lunch breaks and social activities, as well as a certificate of attendance after the course has been completed. The fee does not include travel and accommodation expenses or other local transportation costs (taxis, private cars).
*Please submit a certificate attesting your academic status (Professor, PhD Student or Research Associate) to fbf@eui.eu before registering. FBF secretariat will provide you with a code to register. Seats for academics are limited.
GROUP DISCOUNT (-15%) for minimum 3 participants from the same institution:
The below group discount applies to 3 or more participants who register for the same course from the same institution. Those wishing to take advantage of the group discount must write an email to fbf@eui.eu, stating the full names of the proposed participants.
- € 807.50 – Group discount academic
- € 1785 – Group discount public sector
- € 1955 – Group discount private sector
CANCELLATION POLICY
Paid registration fee is non-refundable. However, registrant substitution may be made up to 15 days before the start date of the course by contacting fbf@eui.eu.
Accommodation
Participants are responsible for their own accommodation during their stay in Florence. Below are some hotels that are conveniently located either for the city centre or for the course venue.
Fiesole (closer to the European University Institute)
- Villa La Stella, Via Iacopone da Todi 12, Firenze, ph. +39 055 5088018, info@villalastella.it
- Hotel Villa Fiesole, Via Frà Giovanni da Fiesole Detto l’Angelico, 35, Fiesole, ph. +39 055 597252, info@villafiesole.it
Florence Historic Centre – Santa Maria Novella Train Station area
- Grand Hotel Minerva, Piazza Santa Maria Novella 16, Firenze, ph. +39 055 27230, booking@grandhotelminerva.com
- Hotel Garibaldi Blu, Piazza di Santa Maria Novella, Firenze, ph.+39 055 277300, booking@wtbhotels.com
- Hotel L’Orologio, Piazza Santa Maria Novella 24, Firenze, ph. +39 055 27 73 80, booking@wtbhotels.com
- Hotel Lungarno, Borgo S. Jacopo 14, Firenze ph. +39 055 27261, bencini@lungarnocollection.com
- Hotel Rosso 23, Piazza di Santa Maria Novella 23, Firenze, ph.+39 055 277300, booking@wtbhotels.com
- Hotel Santa Maria Novella, Piazza di Santa Maria Novella, Firenze, ph.+39 055 271840, booking@wtbhotels.com
- Portrait Hotel, Lungarno degli Acciaiuoli 4 Firenze, ph. +39 055 2726 8000, bencini@lungarnocollection.com
Florence Centre – Piazza della Libertà area
- Hotel Cellai, Via 27 Aprile 14, 52/R, Firenze, ph. +39 055489291, customer.service@hotelinfirenze.com
- Hotel San Gallo Palace, Via Lorenzo il Magnifico 2/4, Firenze, ph. +39 055 463871, infosangallo@allegroitalia.it
- Hotel il Guelfo Bianco, Via Cavour 29, Firenze, ph. +39 055 288330, info@ilguelfobianco.it
- Hotel de La Pace, Via Alfonso la Marmora, 28, Firenze, ph. +39 055 577343, info@hoteldelapace.com
- The Social Hub, Viale Spartaco Lavagnini, 70 – 72, 50129 Florence, +38 055 062 1855, florence@thesocialhub.com
- Palazzo Castri, Piazza della Indipendenza, 7, 50129 Firenze, ph. +39 055 472118, welcome@palazzocastri.com
Nearby airports
Pisa International Airport (Galileo Galilei Airport), is located 85 km from Florence. The shuttle Pisa Mover connects Pisa Airport to Pisa Railway Station, and it is in service every day from 6.00 a.m. to midnight with variable frequencies. The average travel time between the airport and the railway station, including the intermediate stop, is about 5 minutes. From Pisa Railway Station it is possible to take a train to Florence Railway Station (average travel time is one hour). Timetable and ticket options are available at Trainline.
Guglielmo Marconi Bologna International Airport is located 105 km from Florence. It is connected to Bologna Central Station by the shuttle train “Marconi Express” that leaves every 7 minutes. Tickets can be purchased on this website. From Bologna Central Station, Florence can be reached with a high-speed train in about 40 minutes. Timetable and ticket options are available at Trainline.
IT information
- Upon arrival, you will be provided with temporary Wi-Fi access for the duration of the event.
- If using your company laptop, please check with your company IT department regarding firewall protections before your departure. EUI uses a Captive Portal authentication to access the EUI Wi-Fi network.
On-site contact points
For any practical questions, please feel free to contact the Florence School of Banking and Finance to the attention of Noemi Epote’ (fbf@eui.eu).
Restaurants
Below you can find a few suggestions on restaurants located in Fiesole or the city centre, which might be useful for your free night(s).
- Osteria di Giovanni – Ph. +39 055 284897
- Coquinarius Firenze – Ph. +39 055 230 2153
- Restaurant Accademia – Ph. +39 055 217343
- Il Vezzo – Ph. +39 055 281096
- Finisterrae – Ph. +39 055 2638675
- Coquinarius Fiesole – Ph. +39 055 597 8356
- La Reggia degli Etruschi – Ph. +39 333 355 6126