Why It’s Time To Revisit ESG and CSR In Banking

IT, Technology, & Operations

Business leaders are revisiting their corporate social responsibility practices in response to a number of monumental challenges facing society including a public health crisis, an economic crisis and a racial equity crisis. In this session, participants will explore how external events and trends specific to the financial services sector have forced banks to re-examine why they will need to elevate environmental, social and governance concerns into strategic planning efforts. Internal and external stakeholders continue to pressure banks to leverage the power of banking for positive social and environmental impact and a robust ESG/CSR plan will allow financial institutions to stay competitive in a rapidly changing business environment.

Who Should Attend: Bank Board Directors, C-Suite Leaders, Chief Marketing Officer, CRA Officer, Chief Community Affairs Officer, Chief Sustainability Officer, VP Business Strategy and Planning, VP Business Development, VP Corporate Responsibility 

Learning Objectives

  • Discover how current events are forcing bank executives and boards to re-examine and re-assess current business strategies and operational practices.
  • Uncover some of the key trends within the financial services sector that should compel banks to more aggressively pursue a business plan that more explicitly integrates corporate social responsibility outcomes.
  • Learn the business practices that banks can adopt and implement to accelerate social and environmental impact in their communities.


Francis Janes
Industry Relationships and Partnerships Director
Beneficial State Foundation
Francis partners with banks and banking associations so that financial institutions can incorporate greater social and environmental impact into their strategic plans. In addition, Francis is a subject matter expert on the topic of Diversity, Equity, Inclusion and Belonging (DEIB). Francis leads the planning and implementation of DEIB at Beneficial State Foundation and Bank. Prior to working at Beneficial State, Francis worked for 10 years in the financial services sector in a variety of management roles. At Beneficial State Bank, Francis served as Vice President Relationship Officer in the Seattle market. Prior to serving in the financial services sector, Francis was the Chef/Owner of Café Ambrosia – an award winning, upscale, farm to table, vegetarian themed restaurant in Seattle.

Webinar Fees

Pricing For Price Web Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.


Click here to register online