European Structural and Investment Funds
Hybrid Workshop |
05.10.2023 - 06.10.2023 |
Bologna |
Language: English

European Financial Instruments for Digitalisation and Sustainability

The transition to a green and digital future in the EU requires proactive and integrative management as well as substantial investments, mainly by the private sector. Environmental, social and governance considerations in private investments are a driver of innovation and new opportunities.

Our two-day hybrid workshop in Bologna focuses on the management and use of financial instruments for sustainability in the digital era and explores the funds that the EU dedicates to the twin green and digital transition to ensure its shift to climate neutrality by 2050.

Participants receive a certificate upon participation.

Starting from € 990,- (excl. VAT)

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Details

Who Should Participate?

The workshop is tailored to support your work in the field of financial instruments of EU Funds for the programming period 2021-2027.

Experts responsible for:

  • the design of Financial Instruments;
  • the legal environment to develop seed funds and financial flows;
  • business finance; and
  • risk management.

in:

  • Managing, Audit and Intermediate Bodies;
  • Bodies in charge of the accounting function;
  • Holding and Development Funds; and
  • Financial Intermediaries.

ESI Funds experts involved in the design and implementation of FI in public authorities such as:

  • national ministries for finance and the economy;
  • national and regional development banks;
  • regional and local governments;
  • city councils;
  • national and regional development agencies for economic growth;
  • private banks and other financial institutions; and
  • research institutes.

Lawyers and consultants specialised in public affairs advising the above institutions.

 

Methodology

A workshop by Lexxion Publisher offers the possibility to meet with experts from Member States and EU institutions, as well as the private sector. The different perspectives of our experienced trainers will support you in applying complex rules to your practical day-to-day work. To achieve the best results, we employ a mixture of learning methods.

Our approach combines the three stages of learning to ensure that the participants obtain the best possible understanding of the applied rules:

1) Identification of the main rules and principles,
2) Appreciation of the complexities and limitation of the principles,
3) Application of the rules and principles.

The participants will be actively involved in the course. The sessions will combine presentations, case studies and discussion of practical problems. You will have ample opportunity to present your own issues and discuss them with the speakers and participants from other Member States.

You can send to us your cases and questions in advance! We will forward them to our speakers, who will include your issues in the programme and answer them during the course. All information concerning such problems and cases will be treated confidentially.

Course materials will be available to download after the event.

Course Material – No need to miss anything!

If you are unable to attend the course you may want to order all the presentations shown during the event. The price is € 249,- (excl. of VAT). If interested, please contact Julia Thiemann.

Programme

Day 1: Thursday, 5 October

09:00

Registration & Welcome Coffee Introduction Round

09:30

Introduction to Financial Instruments (FIs)

  • Main rules and definitions
  • Main types of FIs (loans, guarantees, equity and mixed instruments)
  • Main actors and roles
  • The legal framework 2021-2027
  • Implementation structures/options (incl. practical examples)
  • Main lessons learned from 2014-2020
Marek Szczepański ,  Director at BOŚ Bank SA, Poland
11:00

Coffee Break

11:30

Set-up, Implementation, and Management of FIs (incl. Practical Examples)

  • Ex-ante assessment, incl. role, scope and updating
  • Investment strategy – role, scope
  • Funding agreement – role and structure
  • Co-financing
  • Payments – new rules
  • Eligibility of expenditures
  • Management cost and fees
  • Re-use of funds
Marek Szczepański ,  Director at BOŚ Bank SA, Poland
13:00

Lunch Break

14:00

Using FIs, Combined Instruments under the Cohesion Policy and Re-use of funds – Polish Experiences

Marek Szczepański ,  Director at BOŚ Bank SA, Poland
15:00

Coffee Break

15:30

EU Financial Instruments for “Green investments”, Digitalisation and ICT – Polish Experiences

Marek Szczepański ,  Director at BOŚ Bank SA, Poland
16:30

Concluding Remarks & end of day 1

Day 2: Friday, 6 October

09:00

EU Funds for Digitalisation 

  • Digital transition objectives and transposition in EU-funded programmes: Ensuring that EU-funded projects achieve such objectives
  • Integrating technology into EU-funded projects: Challenges and opportunities
  • Useful tips for improving and expanding the workforce’s digital skills to prevent social fragmentation and brain drain
Oana Cristea ,  Head of Unit in the Ministry of Development, Public Works and Administration of Romania at the General Directorate for EU Territorial Cooperation
11:00

Coffee Break

11:30

EU Funds for Sustainability

  • Translating environmental goals from programmes into projects
  • Climate proofing
  • Do No Significant Harm principle
Oana Cristea ,  Head of Unit in the Ministry of Development, Public Works and Administration of Romania at the General Directorate for EU Territorial Cooperation
12:30

Lunch Break

13:30

Financial Instruments for Green and Digital Investments

Giovanni Familiari ,  Director, Co-founder and Partner, t33 Sound Policy, Ancona, Italy
Michele Alessandrini , 

Partner and Policy Analyst, t33 Sound Policy, Ancona, Italy


(Online)
15:00

End of the Workshop & Distribution of Certificates

Speakers

Marek Szczepański
Director at BOŚ Bank SA, Poland

More info
Oana Cristea
Head of Unit in the Ministry of Development, Public Works and Administration of Romania at the General Directorate for EU Territorial Cooperation

More info
Giovanni Familiari
Director, Co-founder and Partner, t33 Sound Policy, Ancona, Italy

More info
Michele Alessandrini

Partner and Policy Analyst, t33 Sound Policy, Ancona, Italy


More info

Venue

Savhotel

Via Ferruccio Parri 9
Bologna, Italy
Phone +39 051 361361
Info@Savhotel.it

Online-Registration

Hybrid Workshop | 05.10.2023 - 06.10.2023 | Bologna | Language: English

Participation fees for participation in Bologna:
Reduced fee for public authorities and full-time academics: € 1.360,- (excl. VAT)
Regular fee: € 1.660,- (excl. VAT)

Participation fees for online participation:
Reduced fee for public authorities and full-time academics: € 990,- (excl. VAT)
Regular fee: € 1.290,- (excl. VAT)

VAT will be added if applicable.

Seating limit
The number of participants in Bologna is limited.

Please contact events@lexxion.eu if you have technical problems with the booking. 

Where do you want to participate?

Tickets

Ticket Type Price Spaces
Early Bird / Frühbucherrabatt | European Financial Instruments for Digitalisation and Sustainability | Bologna
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde		 €1.224,00 N/A
Early Bird / Frühbucherrabatt | European Financial Instruments for Digitalisation and Sustainability | Bologna
Regular fee / Reguläre Teilnahmegebühr		 €1.494,00 N/A
Early Bird / Frühbucherrabatt | European Financial Instruments for Digitalisation and Sustainability | Online
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde		 €891,00 N/A
Early Bird / Frühbucherrabatt | European Financial Instruments for Digitalisation and Sustainability | Online
Regular fee / Reguläre Teilnahmegebühr		 €1.161,00 N/A
European Financial Instruments for Digitalisation and Sustainability | Bologna
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde		 €1.360,00
European Financial Instruments for Digitalisation and Sustainability | Bologna
Regular fee / Reguläre Teilnahmegebühr		 €1.660,00
European Financial Instruments for Digitalisation and Sustainability | Online
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde		 €990,00
European Financial Instruments for Digitalisation and Sustainability | Online
Regular fee / Reguläre Teilnahmegebühr		 €1.290,00

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